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Capital World Investors
|
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|
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class
|
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|
Spears Abacus Advisors LLC
|
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|
Investment House Llc
|
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|
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class
|
|
|
|
|
|
Manchester Capital Management LLC
|
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|
CAPROCK Group, Inc.
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Berbice Capital Management LLC
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Allworth Financial LP
|
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West Family Investments, Inc.
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Evanson Asset Management, LLC
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GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
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|
DHJJ Financial Advisors, Ltd.
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St Germain D J Co Inc
|
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Beacon Pointe Advisors, LLC
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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|
Duncan Williams Asset Management, LLC
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Principal Financial Group Inc
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Westerkirk Capital Inc.
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Wilson & Boucher Capital Management, LLC
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Occidental Asset Management, LLC
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Creative Financial Designs Inc /adv
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TBH Global Asset Management, LLC
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|
Hosking Partners LLP
|
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|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
Beacon Capital Management, LLC
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Guardian Capital Lp
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Pembroke Management, LTD
|
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|
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio
|
|
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|
Wedmont Private Capital
|
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|
Marex Group plc
|
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John Hancock Financial Opportunities Fund
|
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CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class
|
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|
Glenmede Investment Management, LP
|
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Foster Victor Wealth Advisors, LLC
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FineMark National Bank & Trust
|
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Capital Group Investment Management Pte. Ltd.
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Wealth Enhancement Advisory Services, Llc
|
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Buttonwood Financial Advisors Inc.
|
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DEOPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Equity Opportunities Fund
|
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|
DRW Securities, LLC
|
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Integrated Wealth Concepts LLC
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Capstone Investment Advisors, Llc
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Northwest Financial Advisors
|
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Bare Financial Services, Inc
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BREFX - BARON SELECT FUNDS - Baron Real Estate Fund
|
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PineBridge Investments, L.P.
|
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Parkside Financial Bank & Trust
|
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MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class
|
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|
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares
|
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|
GoodHaven Capital Management, LLC
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Tacita Capital Inc
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Cary Street Partner Investment Advisory Llc
|
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HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares
|
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Lakewood Asset Management LLC
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SGQAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS International Growth Fund Class A
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares
|
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Mar Vista Investment Partners Llc
|
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Brown Advisory Inc
|
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Scheer, Rowlett & Associates Investment Management Ltd.
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares
|
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|
Bordeaux Wealth Advisors LLC
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1
|
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|
Bank Of Nova Scotia
|
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|
Western Pacific Wealth Management, LP
|
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Sierra Ocean, Llc
|
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DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF
|
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CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class
|
|
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|
Glenmede Trust Co Na
|
|
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|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
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|
Park Avenue Securities Llc
|
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|
Sivia Capital Partners, LLC
|
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|
Royal London Asset Management Ltd
|
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|
Bridgewater Associates, LP
|
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|
BOK Financial Private Wealth, Inc.
|
|
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|
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
Cidel Asset Management Inc
|
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|
|
BRYN MAWR TRUST Co
|
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|
Dixon Mitchell Investment Counsel Inc.
|
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|
|
North Capital, Inc.
|
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|
Ci Investments Inc.
|
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|
Meketa Investment Group Inc /adv
|
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|
Hemington Wealth Management
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
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|
|
AlphaCore Capital LLC
|
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|
|
Colonial Trust Co / SC
|
|
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|
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|
Massachusetts Financial Services Co /ma/
|
|
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|
SFE Investment Counsel
|
|
|
|
|
|
Pershing Square Capital Management, L.P.
|
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|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
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|
|
Principal Securities, Inc.
|
|
|
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|
|
Susquehanna International Group, Llp
|
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|
Forum Financial Management, LP
|
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|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Bruni J V & Co /co
|
|
|
|
|
|
Ervin Investment Management, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Marathon Asset Mgmt Ltd
|
|
|
|
|
|
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Heron Bay Capital Management
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF
|
|
|
|
|
|
Rivernorth Opportunities Fund, Inc.
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
FICDX - FIDELITY INVESTMENT TRUST - Fidelity Canada Fund
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Brookfield Asset Management Inc.
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Emeth Value Capital, LLC
|
|
|
|
|
|
Portland Investment Counsel Inc.
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Oak Grove Capital LLC
|
|
|
|
|
|
Lincluden Management Ltd
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
BRIFX - BARON SELECT FUNDS - Baron Real Estate Income Fund
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
EGLBX - ELFUN INTERNATIONAL EQUITY FUND - ELFUN INTERNATIONAL EQUITY FUND Elfun International Equity Fund
|
|
|
|
|
|
PINRX - PRINCIPAL FUNDS, INC. - Diversified International Fund R-3
|
|
|
|
|
|
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
BBCA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
Corsair Capital Management, L.p.
|
|
|
|
|
|
Third Point LLC
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
BCHP - Principal Exchange-Traded Funds - PRINCIPAL FOCUSED BLUE CHIP ETF Principal Focused Blue Chip ETF
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A
|
|
|
|
|
|
Kraematon Investment Advisors, Inc
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Wcm Investment Management, Llc
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
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|
SOL Capital Management CO
|
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Culbertson A N & Co Inc
|
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|
TCTC Holdings, LLC
|
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|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV
|
|
|
|
|
|
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares
|
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|
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|
Simon Quick Advisors, Llc
|
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|
Atlantic Union Bankshares Corp
|
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|
CENTRAL TRUST Co
|
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PCJ Investment Counsel Ltd.
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Assenagon Asset Management S.A.
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OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
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|
Baird Financial Group, Inc.
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|
Cooke & Bieler Lp
|
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|
Nbc Securities, Inc.
|
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|
Pinnacle Financial Partners Inc
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
Engineers Gate Manager LP
|
|
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|
Essex Savings Bank
|
|
|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
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|
|
Morse Asset Management, Inc
|
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|
Blue Sky Capital Consultants Group, Inc.
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Select Equity Group, L.P.
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Merit Financial Group, LLC
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Rockefeller Capital Management L.P.
|
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|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
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|
HighMark Wealth Management LLC
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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|
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|
|
Penserra Capital Management LLC
|
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|
Mill Creek Capital Advisors, LLC
|
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|
Provenance Wealth Advisors, LLC
|
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|
Raymond James Financial Inc
|
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|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
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|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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|
Cary Street Partners Financial Llc
|
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|
Ieq Capital, Llc
|
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Shelter Mutual Insurance Co
|
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|
PARNASSUS FUNDS - Parnassus International Equity Fund Investor Shares
|
|
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|
United Capital Financial Advisers, Llc
|
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|
Pinnacle Bancorp, Inc.
|
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|
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|
Fulton Bank, N.a.
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
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|
|
Trust Co Of Virginia /va
|
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|
Burgundy Asset Management Ltd.
|
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|
Herold Advisors, Inc.
|
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|
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class
|
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|
Atlantic Trust, LLC
|
|
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|
|
Scharf Investments, Llc
|
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|
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|
Capital A Wealth Management, LLC
|
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|
Atomi Financial Group, Inc.
|
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|
Barometer Capital Management Inc.
|
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|
Golden State Equity Partners
|
|
|
|
|
|
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class
|
|
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|
Sofos Investments, Inc.
|
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|
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
|
|
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|
|
Callahan Advisors, LLC
|
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|
|
Northwestern Mutual Wealth Management Co
|
|
|
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|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Hi-Line Capital Management, LLC
|
|
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|
|
Hikari Power Ltd
|
|
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|
|
|
Griffin Asset Management, Inc.
|
|
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|
Davis-rea Ltd.
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
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|
|
Bbr Partners, Llc
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Partners Group Private Equity (master Fund), Llc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
TAREX - THIRD AVENUE TRUST - THIRD AVENUE REAL ESTATE VALUE FUND Institutional Class
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
KMVAX - KIRR MARBACH PARTNERS FUNDS INC - Kirr, Marbach Partners Value Fund
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Ameriflex Group, Inc.
|
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|
|
|
|
Flagship Harbor Advisors, Llc
|
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|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Callan Family Office, 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
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Bristol Gate Capital Partners Inc.
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A
|
|
|
|
|
|
Broad Run Investment Management, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Loews Corp
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
C WorldWide Group Holding A/S
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF
|
|
|
|
|
|
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
MFAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - International Advantage Portfolio Class I
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Partners Group Holding AG
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Trans-Canada Capital Inc.
|
|
|
|
|
|
PenderFund Capital Management Ltd.
|
|
|
|
|
|
Needham Investment Management Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
America First Investment Advisors, LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Tuttle Tactical Management LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Epiq Partners, Llc
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
MBEQX - M FUND INC - M International Equity Fund
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
Capricorn Fund Managers Ltd
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Novo Holdings A/S
|
|
|
|
|
|
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I)
|
|
|
|
|
|
Lone Pine Capital Llc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
TIOIX - TIAA-CREF FUNDS - TIAA-CREF International Opportunities Fund Institutional Class
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I
|
|
|
|
|
|
Akre Capital Management Llc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
AVEAX - SCHWARTZ INVESTMENT TRUST - Ave Maria Focused Fund
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
ARIFX - Aristotle Funds Series Trust - Aristotle International Equity Fund II Class I
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF
|
|
|
|
|
|
Cortland Associates Inc/mo
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
WWJD - Northern Lights Fund Trust IV - Inspire International ESG ETF
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Mcdonald Capital Investors Inc/ca
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
BWTG - ETF Opportunities Trust - Brendan Wood TopGun ETF
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
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Alliancebernstein L.p.
|
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|
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|
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
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|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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|
Crossmark Global Holdings, Inc.
|
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|
Twinbeech Capital Lp
|
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|
Rational Advisors Llc
|
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RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
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|
Values Added Financial LLC
|
|
|
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|
Private Wealth Management Group, LLC
|
|
|
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|
|
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
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|
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|
Denali Advisors Llc
|
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|
Stamos Capital Partners, L.p.
|
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|
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|
Guerra Pan Advisors, Llc
|
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|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
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|
|
Jpmorgan Chase & Co
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
Algert Global Llc
|
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|
Fenimore Asset Management Inc
|
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|
Kovitz Investment Group Partners, LLC
|
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JustInvest LLC
|
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Bartlett & Co. Wealth Management Llc
|
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M&G Plc
|
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Dimensional Fund Advisors Lp
|
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Allen Investment Management LLC
|
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|
National Bank Of Canada /fi/
|
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|
Round Rock Advisors, LLC
|
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AdvisorNet Financial, Inc
|
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BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A
|
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|
Jackson Hill Advisors, Llc
|
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|
Tenon Financial LLC
|
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|
Schwartz Investment Counsel Inc
|
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Williams Jones Wealth Management, LLC.
|
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First Trust Advisors Lp
|
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Lansforsakringar Fondforvaltning AB (publ)
|
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|
Burling Wealth Partners, Llc
|
|
|
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|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
Metis Global Partners, LLC
|
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|
Kestra Private Wealth Services, Llc
|
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|
Credit Agricole S A
|
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|
AlTi Global, Inc.
|
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|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
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|
GOODX - GoodHaven Funds Trust - GoodHaven Fund
|
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|
Aviva Plc
|
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|
Kovack Advisors, Inc.
|
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Madison Asset Management, LLC
|
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Elm Partners Management LLC
|
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Pathstone Holdings, LLC
|
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|
Savant Capital, LLC
|
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|
Bingham Private Wealth, Llc
|
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|
Blue Zone Wealth Advisors, LLC
|
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|
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
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|
Mariner, LLC
|
|
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|
|
|
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
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|
|
Fiera Capital Corp
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
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|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
|
|
|
|
|
Cna Financial Corp
|
|
|
|
|
|
4J Wealth Management LLC
|
|
|
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|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
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|
Envestnet Asset Management Inc
|
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|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
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|
|
ICONIQ Capital, LLC
|
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|
|
|
Next Capital Management LLC
|
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|
Moors & Cabot, Inc.
|
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|
Laurus Investment Counsel Inc.
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
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|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Landmark Investment Partners, L.p.
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
|
|
|
|
|
TGREX - TCW FUNDS INC - TCW Global Real Estate Fund Class I
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
PRCNX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Disciplined Equity Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Guardian Wealth Management, Inc.
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI
|
|
|
|
|
|
Van Den Berg Management I, Inc
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
Lgt Capital Partners Ltd.
|
|
|
|
|
|
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund
|
|
|
|
|
|
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Schubert & Co
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
SIG North Trading, ULC
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
INFL - Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
New South Capital Management Inc
|
|
|
|
|
|
Soroban Capital Partners LP
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
|
|
|
|
|
|
AKREX - PROFESSIONALLY MANAGED PORTFOLIOS - Akre Focus Fund Retail Class
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
|
|
|
|
|
|
TROSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Overseas Stock Fund
|
|
|
|
|
|
LTS One Management LP
|
|
|
|
|
|
Ruffer LLP
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Washburn Capital Management, Inc.
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Asset Management Advisors, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
FSCJX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Canada Equity Index Fund
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
RBB FUND, INC. - Aquarius International Fund
|
|
|
|
|
|
TPIF - TIMOTHY PLAN - Timothy Plan International ETF
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
WCMVX - Investment Managers Series Trust - WCM Focused International Value Fund Institutional Class Shares
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund
|
|
|
|
|
|
AWWIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS INTERNATIONAL GROWTH FUND Institutional Class Shares
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
EWC - iShares, Inc. - iShares MSCI Canada ETF
|
|
|
|
|
|
VCINX - VALIC Co I - International Growth Fund
|
|
|
|
|
|
FCNSX - FIDELITY INVESTMENT TRUST - Fidelity Series Canada Fund
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Kirr Marbach & Co Llc /in/
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
MAI Capital Management
|
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|
Community Bank, N.A.
|
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Lido Advisors, LLC
|
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|
VSM Wealth Advisory, LLC
|
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|
First United Bank Trust/
|
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Greenlea Lane Capital Management, Llc
|
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Koa Wealth Management, LLC
|
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|
Warren Averett Asset Management, LLC
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|
Ridgewood Investments LLC
|
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|
Utah Retirement Systems
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares
|
|
|
|
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|
Lowe Wealth Advisors, LLC
|
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|
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|
1832 Asset Management L.P.
|
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|
Wetherby Asset Management Inc
|
|
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|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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|
Mizuho Markets Americas Llc
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|
Guggenheim Capital Llc
|
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|
Signaturefd, Llc
|
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Westwood Holdings Group Inc
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Seacrest Wealth Management, Llc
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|
Legal & General Group Plc
|
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CRA Financial Services, LLC
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HFCSX - HENNESSY FUNDS TRUST - Hennessy Focus Fund Investor Class
|
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|
Janus Henderson Group Plc
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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|
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|
|
Private Management Group Inc
|
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|
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|
Jfs Wealth Advisors, Llc
|
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|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
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|
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|
Accredited Wealth Management, LLC
|
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|
Summit Trail Advisors, Llc
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
Advanced Series Trust - Ast International Growth Portfolio
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
Eldred Rock Partners, LLC
|
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AREX Capital Management, LP
|
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Bank of New York Mellon Corp
|
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|
Grayhawk Investment Strategies Inc.
|
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VisionPoint Advisory Group, LLC
|
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|
High Note Wealth, LLC
|
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|
Quadrant Capital Group Llc
|
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|
IFP Advisors, Inc
|
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Northwest & Ethical Investments L.P.
|
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|
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I
|
|
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|
Mraz, Amerine & Associates, Inc.
|
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FLCA - Franklin Templeton ETF Trust - Franklin FTSE Canada ETF
|
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Genus Capital Management Inc.
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Thompson Siegel & Walmsley Llc
|
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Wiley Bros.-aintree Capital, Llc
|
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|
American National Bank
|
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|
Albion Financial Group /ut
|
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Change Path, LLC
|
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|
Concord Wealth Partners
|
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Rochester Wealth Strategies, LLC
|
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Greenleaf Trust
|
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|
UBS Group AG
|
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|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
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|
Vident Advisory, LLC
|
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|
Mackenzie Financial Corp
|
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|
Prospera Financial Services Inc
|
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Syon Capital Llc
|
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AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF
|
|
|
|
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|
Rsm Us Wealth Management Llc
|
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|
BCIFX - BLUE CHIP INVESTOR FUNDS - Blue Chip Investor Fund
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
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|
Jane Street Group, Llc
|
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|
Marks Group Wealth Management, Inc
|
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|
Maestria Partners LLC
|
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|
Envestnet Portfolio Solutions, Inc.
|
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|
Moerus Capital Management LLC
|
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|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
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|
Missouri Trust & Investment Co
|
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|
Institute for Wealth Management, LLC.
|
|
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|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
EISAX - CARILLON SERIES TRUST - Carillon ClariVest International Stock Fund A
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
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|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
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|
Horizon Kinetics Asset Management Llc
|
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|
Investment Research & Advisory Group, Inc.
|
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|
Tritonpoint Wealth, Llc
|
|
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|
Orion Portfolio Solutions, LLC
|
|
|
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|
|
Cardinal Capital Management, Inc.
|
|
|
|
|
|
Carbahal Olsen Financial Services Group, LLC
|
|
|
|
|
|
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
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|
|
Third Avenue Management Llc
|
|
|
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|
|
Verition Fund Management LLC
|
|
|
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|
|
Phraction Management LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Regents Of The University Of California
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
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|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Davidson Kahn Capital Management, LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Rinkey Investments
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
LSHAX - KINETICS MUTUAL FUNDS INC - Kinetics Spin-Off and Corporate Restructuring Fund Advisor Class A
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Mufg Securities (canada), Ltd.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares
|
|
|
|
|
|
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund
|
|
|
|
|
|
Baskin Financial Services Inc.
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF
|
|
|
|
|
|
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Eubel Brady & Suttman Asset Management Inc
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Manitou Investment Management Ltd.
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
EdgePoint Investment Group Inc.
|
|
|
|
|
|
Avenir Corp
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Accuvest Global Advisors
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Check Capital Management Inc/ca
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A
|
|
|
|
|
|
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
BBHLX - BBH Trust - BBH Partner Fund - International Equity Class I Shares
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
JGP Global Gestao de Recursos Ltda.
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
ARIOX - Aristotle Funds Series Trust - Aristotle/Saul Global Equity Fund Class I
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA International Value Fund
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Primark Private Equity Investments Fund
|
|
|
|
|
|
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Templeton & Phillips Capital Management, LLC
|
|
|
|
|
|
TAGStone Capital, Inc.
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Growth Fund Class I
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
New England Professional Planning Group Inc.
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
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GPZ - VanEck ETF Trust - VanEck Alternative Asset Manager ETF
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Pnc Financial Services Group, Inc.
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Partners Value Investments LP
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Harel Insurance Investments & Financial Services Ltd.
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
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Larson Financial Group LLC
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Live Oak Private Wealth LLC
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Lombard Odier Asset Management (Switzerland) SA
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Goldman Sachs Group Inc
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Vestmark Advisory Solutions, Inc.
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Creative Planning
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Parsons Capital Management Inc/ri
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Robertson Stephens Wealth Management, LLC
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Private Advisor Group, LLC
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FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF
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IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A
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Montrusco Bolton Investments Inc.
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Boreal Capital Management LLC
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Perpetual Ltd
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Bfsg, Llc
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Public Sector Pension Investment Board
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JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
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Mml Investors Services, Llc
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East Coast Asset Management, LLC.
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MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y
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Resources Investment Advisors, LLC.
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Walker Asset Management, LLC
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Harbor Investment Advisory, Llc
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HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class
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Triasima Portfolio Management inc.
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Northern Trust Corp
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Sagard Holdings Management Inc.
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FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund
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Gabelli Dividend & Income Trust
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Van Eck Associates Corp
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Lincoln Capital LLC
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Louisbourg Investments Inc.
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Insigneo Advisory Services, Llc
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Briaud Financial Planning, Inc
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Sei Investments Co
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Citadel Advisors Llc
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
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STXI - EA Series Trust - Strive International Developed Markets ETF
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I
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CVA Family Office, LLC
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BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund
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Wealthfront Advisers Llc
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AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A
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Northeast Financial Consultants Inc
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Walleye Trading LLC
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RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
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Trust Co
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Forsta Ap-fonden
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KINETICS PORTFOLIOS TRUST - Kinetics Global Portfolio
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Fifth Third Wealth Advisors LLC
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GHP Investment Advisors, Inc.
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Markel Corp
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NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
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