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Keel Point, LLC
|
|
|
|
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|
Canada Pension Plan Investment Board
|
|
|
|
|
|
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
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|
STXI - EA Series Trust - Strive International Developed Markets ETF
|
|
|
|
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|
D. E. Shaw & Co., Inc.
|
|
|
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|
RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class
|
|
|
|
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|
BayBridge Capital Group, LLC
|
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
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|
Lido Advisors, LLC
|
|
|
|
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|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
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|
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|
Hennion & Walsh Asset Management, Inc.
|
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|
Barometer Capital Management Inc.
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
Larson Financial Group LLC
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|
Prospera Financial Services Inc
|
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|
Doheny Asset Management /ca
|
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|
GeoWealth Management, LLC
|
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|
Delta Global Management LP
|
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|
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF
|
|
|
|
|
|
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A
|
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|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
|
|
|
ARIOX - Aristotle Funds Series Trust - Aristotle/Saul Global Equity Fund Class I
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
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|
Lee Johnson Capital Management, Llc
|
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|
COSAX - Columbia Funds Series Trust II - Columbia Overseas Core Fund Class A
|
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|
CRIT - EXCHANGE TRADED CONCEPTS TRUST - Optica Rare Earths & Critical Materials ETF
|
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Coastline Trust Co
|
|
|
|
|
|
TGFRX - TANAKA FUNDS INC - TANAKA Growth Fund Class R
|
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|
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BACIX - Blackrock Funds - Blackrock All-cap Energy & Resources Portfolio Institutional
|
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|
JCIC Asset Management Inc.
|
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|
Private Advisor Group, LLC
|
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Windmill Hill Asset Management Ltd
|
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Principal Securities, Inc.
|
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Sapient Capital Llc
|
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|
Anthracite Investment Company, Inc.
|
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Park Place Capital Corp
|
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CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund
|
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|
|
|
|
Truist Financial Corp
|
|
|
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|
Hsbc Holdings Plc
|
|
|
|
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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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|
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|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
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|
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|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
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|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
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|
ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z
|
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DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class
|
|
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|
SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF
|
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|
Captrust Financial Advisors
|
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|
Point72 Asia (Singapore) Pte. Ltd.
|
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|
Skylands Capital, LLC
|
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PKO Investment Management Joint-Stock Co
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I
|
|
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|
ARIFX - Aristotle Funds Series Trust - Aristotle International Equity Fund II Class I
|
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Arrow Capital Pty Ltd
|
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Personal Cfo Solutions, Llc
|
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Cambridge Investment Research Advisors, Inc.
|
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Driehaus Capital Management Llc
|
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Optimum Investment Advisors
|
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Fifth Third Bancorp
|
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NUKZ - EXCHANGE TRADED CONCEPTS TRUST - Range Nuclear Renaissance Index ETF
|
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AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
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|
Bangor Savings Bank
|
|
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Altfest L J & Co Inc
|
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|
Hager Investment Management Services, Llc
|
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|
HAP Trading, LLC
|
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|
Verition Fund Management LLC
|
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|
RPAR - Tidal ETF Trust - RPAR Risk Parity ETF
|
|
|
|
|
|
Ancora Advisors, LLC
|
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|
USS Investment Management Ltd
|
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|
Acadian Asset Management Llc
|
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|
CAPROCK Group, Inc.
|
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|
Greenwich Wealth Management LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
IXC - iSHARES TRUST - iShares Global Energy ETF
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
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|
Hall Capital Management Co Inc
|
|
|
|
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|
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
|
|
|
|
|
Pure Portfolios Holdings Llc
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Nicholson Meyer Capital Management, Inc.
|
|
|
|
|
|
WASIX - ALPS Series Trust - Seven Canyons Strategic Income Fund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I)
|
|
|
|
|
|
Kapitalo Investimentos Ltda
|
|
|
|
|
|
Gabelli Global Small & Mid Cap Value Trust
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund
|
|
|
|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
GHAAX - VanEck Funds - Global Hard Assets Fund Class A
|
|
|
|
|
|
ARKQ - Ark ETF Trust - ARK Autonomous Technology & Robotics ETF
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
BBCA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
|
|
|
|
|
|
Clarus Wealth Advisors
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Blackrock Energy & Resources Trust
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
Resolute Capital Asset Partners LLC
|
|
|
|
|
|
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
APPLX - UNIFIED SERIES TRUST - Appleseed Fund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
JOPSX - JOHCM Funds Trust - JOHCM International Opportunities Fund Class Z Shares
|
|
|
|
|
|
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV
|
|
|
|
|
|
FORH - ETF Opportunities Trust - Formidable ETF
|
|
|
|
|
|
Ausbil Investment Management Ltd
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
KADENSA CAPITAL Ltd
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Ninepoint Partners LP
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
VCLN - Virtus ETF Trust II - Virtus Duff & Phelps Clean Energy ETF
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Beacon Pointe Advisors, 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
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Aristides Capital LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
URA - Global X Funds - Global X Uranium ETF
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Telemark Asset Management, LLC
|
|
|
|
|
|
FSCJX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Canada Equity Index Fund
|
|
|
|
|
|
Segra Capital Management, LLC
|
|
|
|
|
|
Galibier Capital Management Ltd.
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF
|
|
|
|
|
|
Turn8 Private Wealth Inc.
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class
|
|
|
|
|
|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Pacific Heights Asset Management Llc
|
|
|
|
|
|
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund
|
|
|
|
|
|
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
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|
Fred Alger Management, Llc
|
|
|
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|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
Artemis Investment Management LLP
|
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|
Drummond Knight Asset Management Pty Ltd
|
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|
|
Wealth Alliance
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
|
|
|
|
|
IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
|
|
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|
Wiley Bros.-aintree Capital, Llc
|
|
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
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|
LMR Partners LLP
|
|
|
|
|
|
Ieq Capital, Llc
|
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|
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|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A
|
|
|
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|
Belpointe Asset Management LLC
|
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Dakota Wealth Management
|
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|
Brown Brothers Harriman & Co
|
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|
Legacy Bridge, LLC
|
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Catalyst Funds Management Pty Ltd
|
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|
VestGen Advisors, LLC
|
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|
Ubs Asset Management Americas Inc
|
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Tcfg Wealth Management, Llc
|
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|
Manatuck Hill Partners, LLC
|
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|
|
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|
Ballentine Partners, LLC
|
|
|
|
|
|
FFNJX - VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class
|
|
|
|
|
|
Fulton Bank, N.a.
|
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Sentry Investment Management Llc
|
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Jefferies Financial Group Inc.
|
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|
ULTRA SERIES FUND - International Stock Fund Class I
|
|
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|
Geneos Wealth Management Inc.
|
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|
MINAX - MADISON FUNDS - Madison International Stock Fund International Stock Fund Class A
|
|
|
|
|
|
Creative Planning
|
|
|
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|
Eqis Capital Management, Inc.
|
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|
ABVAX - AB TRUST - AB Value Fund Class A
|
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|
FORA Capital, LLC
|
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|
Ntv Asset Management Llc
|
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|
Gabelli Utility Trust
|
|
|
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|
Stone House Investment Management, LLC
|
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|
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|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
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|
|
|
Harbour Investments, Inc.
|
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Connective Capital Management, LLC
|
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|
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
|
|
|
|
|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
|
|
|
|
Oak Family Advisors, Llc
|
|
|
|
|
|
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF
|
|
|
|
|
|
JustInvest LLC
|
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|
|
CENTRAL TRUST Co
|
|
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|
Lindbrook Capital, Llc
|
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|
Pacer Advisors, Inc.
|
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|
Limestone Investment Advisors LP
|
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|
Wellspring Financial Advisors, LLC
|
|
|
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|
|
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
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|
National Bank Of Canada /fi/
|
|
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|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
JT Stratford LLC
|
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|
|
Covestor Ltd
|
|
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|
|
Walleye Capital LLC
|
|
|
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|
|
Norges Bank
|
|
|
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|
|
LPL Financial LLC
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Tanaka Capital Management Inc
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
TURF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Natural Resources ETF
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A
|
|
|
|
|
|
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Options Solutions, Llc
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
FILL - iShares, Inc. - iShares MSCI Global Energy Producers ETF
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund
|
|
|
|
|
|
EFEAX - Ashmore Funds - Ashmore Emerging Markets Frontier Equity Fund Class A
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
GAST - Gabelli ETFs Trust - Gabelli Automation ETF
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Financial Enhancement Group LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Sourcerock Group LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Southport Management, L.l.c.
|
|
|
|
|
|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
FLCA - Franklin Templeton ETF Trust - Franklin FTSE Canada ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Polygon Management Ltd.
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
FFGX - FIDELITY COVINGTON TRUST - Fidelity Fundamental Global ex-U.S. ETF
|
|
|
|
|
|
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
|
|
|
|
|
|
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
|
|
|
|
|
|
Encompass Capital Advisors LLC
|
|
|
|
|
|
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Freshford Capital Management, LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Avos Capital Management, LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Nicola Wealth Management Ltd.
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Nicholas Investment Partners, LP
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Mufg Securities (canada), Ltd.
|
|
|
|
|
|
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
VCFVX - VALIC Co I - International Value Fund
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
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|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF
|
|
|
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|
|
Fairscale Capital, LLC
|
|
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|
Synergy Financial Management, LLC
|
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|
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I
|
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|
Capital World Investors
|
|
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|
Envestnet Asset Management Inc
|
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|
Oppenheimer & Co Inc
|
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|
American Trust Investment Advisors, LLC
|
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Fiera Capital Corp
|
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|
Gunderson Capital Management Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A)
|
|
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|
Toronto Dominion Bank
|
|
|
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|
Edmond De Rothschild Holding S.a.
|
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|
EQ ADVISORS TRUST - 1290 VT Natural Resources Portfolio Class IB
|
|
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|
Jupiter Wealth Management LLC
|
|
|
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|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
|
|
|
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|
Df Dent & Co Inc
|
|
|
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|
|
Westend Capital Management LLC
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Syon Capital Llc
|
|
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|
Orion Portfolio Solutions, LLC
|
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|
Essex Financial Services, Inc.
|
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
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|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
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|
Cidel Asset Management Inc
|
|
|
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APG Asset Management N.V.
|
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|
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SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares
|
|
|
|
|
|
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class
|
|
|
|
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|
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class
|
|
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|
Pasadena Private Wealth, LLC
|
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|
Westerkirk Capital Inc.
|
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|
Arosa Capital Management LP
|
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Riverwater Partners LLC
|
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Ingalls & Snyder Llc
|
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Total Clarity Wealth Management, Inc.
|
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Pacifica Partners Inc.
|
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Natixis
|
|
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Mackenzie Financial Corp
|
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DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
|
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|
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|
Generali Asset Management SPA SGR
|
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|
CGC Financial Services, LLC
|
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First Pacific Financial
|
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|
Nomura Holdings Inc
|
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Sumitomo Mitsui Trust Holdings, Inc.
|
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Creekmur Asset Management LLC
|
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RSNRX - VICTORY PORTFOLIOS - Victory Global Natural Resources Fund Class A
|
|
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|
Titan Global Capital Management Usa Llc
|
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MAI Capital Management
|
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|
Royal Bank Of Canada
|
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Shell Asset Management Co
|
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Pinnbrook Capital Management Lp
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
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|
Walleye Trading LLC
|
|
|
|
|
|
FSSEX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable International Equity Fund
|
|
|
|
|
|
Victory Capital Management Inc
|
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|
Bank of New Hampshire
|
|
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|
Summit X, LLC
|
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|
Wetherby Asset Management Inc
|
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|
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
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|
Lingohr & Partner Asset Management GmbH
|
|
|
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|
IMC-Chicago, LLC
|
|
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|
Lombard Odier Asset Management (USA) Corp
|
|
|
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|
Us Bancorp \de\
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
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|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Permanens Capital L.P.
|
|
|
|
|
|
NewGen Equity Long/Short Fund
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
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|
|
Davy Global Fund Management Ltd
|
|
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|
Covea Finance
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
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|
Peak6 Llc
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
BW Gestao de Investimentos Ltda.
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Lesa Sroufe & Co
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Old West Investment Management, LLC
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio
|
|
|
|
|
|
FSYMX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable International Equity Fund Fidelity Advisor Sustainable International Equity Fund: Class M
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
CSNR - Cohen & Steers ETF Trust - Cohen & Steers Natural Resources Active ETF
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Robertson Opportunity Capital, LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Lloyd Harbor Capital Management, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund
|
|
|
|
|
|
Turim 21 Investimentos Ltda.
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
SCP Investment, LP
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Loup Frontier Tech ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
FICDX - FIDELITY INVESTMENT TRUST - Fidelity Canada Fund
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Formula Growth Ltd
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Platinum Investment Management Ltd
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Ardsley Advisory Partners Lp
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I)
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II
|
|
|
|
|
|
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
SPX Equities Gestao de Recursos Ltda
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
|
|
|
|
|
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
CGIC - Capital Group International Core Equity ETF - Capital Group International Core Equity ETF Share Class
|
|
|
|
|
|
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Goehring & Rozencwajg Associates, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
COAVX - COLUMBIA FUNDS SERIES TRUST - Columbia Overseas Value Fund Class A
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
Reaves Utility Income Fund
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Kayne Anderson Capital Advisors Lp
|
|
|
|
|
|
ABASX - AB TRUST - AB Discovery Value Fund Class A
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
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|
|
Hamilton Capital, LLC
|
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|
|
Hartland & Co., LLC
|
|
|
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|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Thames Capital Management Llc
|
|
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|
Fmr Llc
|
|
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|
Stonegate Investment Group, LLC
|
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|
Tocqueville Asset Management L.p.
|
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|
Segment Wealth Management, LLC
|
|
|
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
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|
|
|
|
Recurrent Investment Advisors LLC
|
|
|
|
|
|
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
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|
XTX Topco Ltd
|
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|
Two Sigma Advisers, Lp
|
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|
Aristotle Capital Management, LLC
|
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|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
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|
|
|
|
GeoSphere Capital Management
|
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|
|
Jain Global LLC
|
|
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|
|
Armis Advisers, LLC
|
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|
Armstrong Advisory Group, Inc
|
|
|
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|
|
Brasada Capital Management, Lp
|
|
|
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|
|
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Polen Capital Management Llc
|
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|
|
ABN AMRO Bank N.V.
|
|
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|
Sciencast Management LP
|
|
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|
|
|
FEMKX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Fund
|
|
|
|
|
|
Moors & Cabot, Inc.
|
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|
|
|
|
IFP Advisors, Inc
|
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|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Overseas Core Fund Class 3
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
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|
|
|
Progeny 3, Inc.
|
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|
|
Wesbanco Bank Inc
|
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|
|
Caxton Associates Llp
|
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|
Integrity Alliance, Llc.
|
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|
S&co Inc
|
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|
Sagefield Capital LP
|
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|
Bnp Paribas
|
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|
Hollencrest Capital Management
|
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
Kingswood Wealth Advisors, Llc
|
|
|
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|
|
Utah Retirement Systems
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Portland Investment Counsel Inc.
|
|
|
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|
|
Ripple Effect Asset Management LP
|
|
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|
|
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
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|
|
Stamos Capital Partners, L.p.
|
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|
Jpmorgan Chase & Co
|
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|
Wexford Capital Lp
|
|
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|
Pictet Asset Management Holding SA
|
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|
PCJ Investment Counsel Ltd.
|
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|
Caledonia (Private) Investments Pty Ltd
|
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|
|
Strategy Asset Managers Llc
|
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|
Twin Tree Management, LP
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Highline Wealth Partners Llc
|
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|
|
Seelaus Asset Management LLC
|
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|
|
Moore Capital Management, Lp
|
|
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|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
SIR Capital Management, L.P.
|
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|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Polymer Capital Management (HK) LTD
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
Hartree Partners, LP
|
|
|
|
|
|
Militia Capital Partners, LP
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Klein Pavlis & Peasley Financial, Inc.
|
|
|
|
|
|
LKINX - LKCM Funds - LKCM INTERNATIONAL EQUITY FUND LKCM International Equity Fund
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares
|
|
|
|
|
|
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF
|
|
|
|
|
|
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
NewGen Asset Management Ltd
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Pacific Capital Partners Ltd
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Hood River Capital Management LLC
|
|
|
|
|
|
PWER - Macquarie ETF Trust - Macquarie Energy Transition ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
GRHIX - Goehring & Rozencwajg Investment Funds - Goehring & Rozencwajg Resources Fund Institutional Class Shares
|
|
|
|
|
|
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
INFL - Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF
|
|
|
|
|
|
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
EWC - iShares, Inc. - iShares MSCI Canada ETF
|
|
|
|
|
|
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
SailingStone Capital Partners LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Garnet Equity Capital Holdings, Inc.
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Sprott Inc.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
O'Neil Global Advisors, Inc.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
LIVR - EA Series Trust - Intelligent Livermore ETF
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Amanah Holdings Trust
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Chescapmanager LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS
|
|
|
|
|
|
UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Sterling Investment Management, Inc.
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
URAN - Themes ETF Trust - Themes Uranium & Nuclear ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Canal Insurance CO
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Gold & Special Minerals Fund Class C
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Aventail Capital Group, LP
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Henry James International Management Inc.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
Galilei Investment Office LLP
|
|
|
|
|
|
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A
|
|
|
|
|
|
Ronald Blue Trust, Inc.
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Avanza Fonder AB
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Sona Asset Management (us) Llc
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RBB FUND, INC. - Aquarius International Fund
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PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
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Umpqua Bank
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Bradley Foster & Sargent Inc/ct
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LKEQX - LKCM Funds - LKCM Equity Fund
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CarsonAllaria Wealth Management, Ltd.
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Connor, Clark & Lunn Investment Management Ltd.
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FCNSX - FIDELITY INVESTMENT TRUST - Fidelity Series Canada Fund
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FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund
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EP Wealth Advisors, Inc.
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AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
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Biondo Investment Advisors, LLC
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Canandaigua National Bank & Trust Co
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U S Global Investors Inc
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MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
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BRYN MAWR TRUST Co
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GWM Advisors LLC
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Anderson Hoagland & Co
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Simplex Trading, Llc
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Global Retirement Partners, LLC
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Foundation Resource Management Inc
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Dagco, Inc.
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Vanguard Group Inc
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FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
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PIGDX - Federated Adviser Series - Federated International Growth Fund Class C Shares
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MetLife Investment Management, LLC
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First Horizon Advisors, Inc.
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Stratos Wealth Partners, LTD.
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TPIF - TIMOTHY PLAN - Timothy Plan International ETF
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Cumberland Partners Ltd
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First Citizens Bank & Trust Co
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VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class
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PFG Investments, LLC
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RSRFX - Advisors' Inner Circle Fund II - REAVES UTILITIES AND ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS SHARES
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Amundi
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ARK Investment Management LLC
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Murphy Pohlad Asset Management LLC
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AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
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ArrowMark Colorado Holdings LLC
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HHM Wealth Advisors, LLC
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PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
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Golden State Wealth Management, LLC
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Nuveen, LLC
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WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I
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FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
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FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund
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Tower Research Capital LLC (TRC)
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Samalin Investment Counsel, LLC
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FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund
|
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LENS - EA Series Trust - Sarmaya Thematic ETF
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Quantinno Capital Management LP
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ISCAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Small-Mid Company Fund Class A Shares
|
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Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
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BOCHK Asset Management Ltd
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Warren Averett Asset Management, LLC
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GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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Qube Research & Technologies Ltd
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OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
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ABIAX - AB TRUST - AB International Value Fund Class A
|
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Parsons Capital Management Inc/ri
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PENN SERIES FUNDS INC - Smid Cap Value Fund
|
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Boothbay Fund Management, Llc
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Corient IA LLC
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Scopus Asset Management, L.p.
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FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund
|
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Primecap Management Co/ca/
|
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SETM - SPROTT FUNDS TRUST - Sprott Energy Transition Materials ETF
|
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Farther Finance Advisors, LLC
|
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Mirae Asset Global Investments Co., Ltd.
|
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SIG North Trading, ULC
|
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Stonehage Fleming Financial Services Holdings Ltd
|
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Sandy Spring Bank
|
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Sandler Capital Management
|
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RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y
|
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Merewether Investment Management, LP
|
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Signaturefd, Llc
|
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Crewe Advisors LLC
|
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Black Maple Capital Management LP
|
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Banco Bilbao Vizcaya Argentaria, S.a.
|
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EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB
|
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Kerrisdale Advisers, LLC
|
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IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF
|
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|
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|
IHT Wealth Management, LLC
|
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|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
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|
Riggs Asset Managment Co. Inc.
|
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Fortis Capital Management LLC
|
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Massmutual Trust Co Fsb/adv
|
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Quadrant Capital Group Llc
|
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|
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity
|
|
|
|
|
|
General American Investors Co Inc
|
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|
Wsfs Capital Management, Llc
|
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Railway Pension Investments Ltd
|
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|
Sassicaia Capital Advisers Llc
|
|
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|
Candriam Luxembourg S.C.A.
|
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|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Korea Investment CORP
|
|
|
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|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
HRITX - Manager Directed Portfolios - Hood River International Opportunity Fund Retirement Shares
|
|
|
|
|
|
GDMA - Alpha Architect ETF Trust - Gadsden Dynamic Multi-Asset ETF
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
KOOL - Spinnaker ETF Series - North Shore Equity Rotation ETF
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Castle Hook Partners LP
|
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|
|
|
|
Stifel Financial Corp
|
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|
|
|
|
Holderness Investments Co
|
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|
Investment Management Corp of Ontario
|
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|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Sprott Funds Trust - Sprott Uranium Miners Etf
|
|
|
|
|
|
De Lisle Partners LLP
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
FFDI - FIDELITY COVINGTON TRUST - Fidelity Fundamental Developed International ETF
|
|
|
|
|
|
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
MBEQX - M FUND INC - M International Equity Fund
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
VGI Partners Ltd
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Azarias Capital Management, L.P.
|
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|
