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Symphony Financial, Ltd. Co.
|
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PARNASSUS FUNDS - Parnassus International Equity Fund Investor Shares
|
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|
Gabelli Dividend & Income Trust
|
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|
Lathrop Investment Management Corp
|
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Securian Funds Trust - SFT Ivy Growth Fund
|
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|
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF -
|
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|
Kennebec Savings Bank
|
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|
Quadrature Capital Ltd
|
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IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF
|
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|
LKEQX - LKCM Funds - LKCM Equity Fund
|
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|
Arkadios Wealth Advisors
|
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Nomura Asset Management Co Ltd
|
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|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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|
Empowered Funds, LLC
|
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|
Sustainable Growth Advisers, LP
|
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|
Harvest Portfolios Group Inc.
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|
Nicholas Company, Inc.
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|
YHB Investment Advisors, Inc.
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Aviance Capital Partners, LLC
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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|
Personal Cfo Solutions, Llc
|
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|
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A
|
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|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
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|
K.J. Harrison & Partners Inc
|
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|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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|
Assetmark, Inc
|
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Sumitomo Mitsui Trust Holdings, Inc.
|
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Concentric Capital Strategies, LP
|
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|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
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|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
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|
Bamco Inc /ny/
|
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Greenfield Savings Bank
|
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Montag A & Associates Inc
|
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
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|
Sit Investment Associates Inc
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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Handelsbanken Fonder AB
|
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SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
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|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
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DnB Asset Management AS
|
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Advisory Services Network, LLC
|
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Trust Co Of Vermont
|
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Principal Securities, Inc.
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Scopus Asset Management, L.p.
|
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Binnacle Investments Inc
|
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VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
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|
Highview Capital Management LLC/DE/
|
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Rathbone Brothers plc
|
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TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
|
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|
Armstrong Advisory Group, Inc
|
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Tuttle Tactical Management LLC
|
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Triasima Portfolio Management inc.
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Rithm Capital Corp.
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Alphinity Investment Management Pty Ltd
|
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CAPROCK Group, Inc.
|
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IGRO - iSHARES TRUST - iShares International Dividend Growth ETF
|
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|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
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PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
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DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class
|
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Argent Capital Management Llc
|
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Lombard Odier Asset Management (Europe) Ltd
|
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Ostrum Asset Management
|
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Mirae Asset Global Investments Co., Ltd.
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Agf Management Ltd
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DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
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FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund
|
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|
Swedbank AB
|
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Lincoln Capital LLC
|
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Mackenzie Financial Corp
|
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Eaton Vance Enhanced Equity Income Fund Ii
|
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Canada Pension Plan Investment Board
|
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Front Row Advisors LLC
|
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PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
|
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|
R Squared Ltd
|
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|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
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|
Parkworth Wealth Management, Inc.
|
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|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
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|
AWEG - Alger ETF Trust - Alger Weatherbie Enduring Growth ETF
|
|
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|
Quantinno Capital Management LP
|
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|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
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|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
Public Employees Retirement Association Of Colorado
|
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|
Signaturefd, Llc
|
|
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|
HighPoint Advisor Group LLC
|
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|
Asset Management One Co., Ltd.
|
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Alliancebernstein L.p.
|
|
|
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|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
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|
|
|
Spirit Of America Management Corp/ny
|
|
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|
|
Headlands Technologies LLC
|
|
|
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|
|
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N
|
|
|
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|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
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|
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
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|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
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|
|
Jupiter Asset Management Ltd
|
|
|
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|
|
SCIIX - VIRTUS ASSET TRUST - Virtus SGA International Growth Fund Class A
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Capital Fund Management S.a.
|
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|
Traynor Capital Management, Inc.
|
|
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|
|
Delta Global Management LP
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
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|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Brant Point Investment Management Llc
|
|
|
|
|
|
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF
|
|
|
|
|
|
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
SIG North Trading, ULC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Cassia Capital Partners, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares
|
|
|
|
|
|
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
|
|
|
|
|
BCIL - Exchange Listed Funds Trust - Bancreek International Large Cap ETF
|
|
|
|
|
|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Gabelli Global Small & Mid Cap Value Trust
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Lingohr & Partner Asset Management GmbH
|
|
|
|
|
|
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
|
|
|
|
|
|
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I
|
|
|
|
|
|
Sovereign's Capital Management, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund
|
|
|
|
|
|
TANDX - PFS FUNDS - Castle Tandem Fund Institutional
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Growth Fund
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
Montrusco Bolton Investments Inc.
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class
|
|
|
|
|
|
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class
|
|
|
|
|
|
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I)
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Redwood Investments, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Anthracite Investment Company, Inc.
|
|
|
|
|
|
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
UMMA - Listed Funds Trust - Wahed Dow Jones Islamic World ETF
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
|
|
|
|
|
Stock Portfolio - Stock Portfolio
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
|
|
|
Envestnet Asset Management Inc
|
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Operose Advisors LLC
|
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SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund
|
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|
Enterprise Financial Services Corp
|
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Natural Investments, Llc
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1
|
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|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
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Atria Investments Llc
|
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Knollwood Investment Advisory, LLC
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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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Lavaca Capital Llc
|
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Promus Capital, LLC
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Warren Averett Asset Management, LLC
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Ofi Invest Asset Management
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CENTRAL TRUST Co
|
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Putney Financial Group LLC
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Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
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|
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|
AdvisorNet Financial, Inc
|
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Red Spruce Capital, LLC
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF
|
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Proficio Capital Partners LLC
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Scarborough Advisors, LLC
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PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF
|
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Tobam
|
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
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EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A
|
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Bank Of Nova Scotia
|
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Bank of New York Mellon Corp
|
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BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
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GSFP - Goldman Sachs ETF Trust - Goldman Sachs Future Planet Equity ETF
|
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|
Taikang Asset Management (Hong Kong) Co Ltd
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
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|
Wells Fargo & Company/mn
|
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Allworth Financial LP
|
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EULAV Asset Management
|
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Glenview Trust Co
|
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BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares
|
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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Folger Nolan Fleming Douglas Capital Management, Inc
|
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GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A
|
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Arizona State Retirement System
|
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF
|
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GIMFX - GMO TRUST - GMO Implementation Fund
|
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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EverSource Wealth Advisors, LLC
|
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QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
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Citigroup Inc
|
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Fortitude Family Office, LLC
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Truist Financial Corp
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Massmutual Trust Co Fsb/adv
|
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PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
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|
Bartlett & Co. Wealth Management Llc
|
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|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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Natixis
|
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Walter Public Investments Inc.
|
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Murphy & Mullick Capital Management Corp
|
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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Snowden Capital Advisors LLC
|
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Liberty All Star Equity Fund
|
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Capital World Investors
|
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Northeast Financial Consultants Inc
|
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Manufacturers Life Insurance Company, The
|
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MBEQX - M FUND INC - M International Equity Fund
|
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Lmcg Investments, Llc
|
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Neo Ivy Capital Management
|
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Hills Bank & Trust Co
|
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EXI - iSHARES TRUST - iShares Global Industrials ETF
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
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|
Orion Portfolio Solutions, LLC
|
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|
Verdence Capital Advisors LLC
|
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Prana Capital Management, LP
|
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Caisse De Depot Et Placement Du Quebec
|
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|
EVX - VanEck Vectors ETF Trust - VanEck Vectors Environmental Services ETF
|
|
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|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
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|
Callan Family Office, LLC
|
|
|
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
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|
WealthCollab, LLC
|
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|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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|
Mercer Global Advisors Inc /adv
|
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|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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|
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|
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I
|
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
|
CVA Family Office, LLC
|
|
|
|
|
|
Conestoga Capital Advisors, LLC
|
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|
Td Asset Management Inc
|
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|
Ethic Inc.
|
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|
Credit Agricole S A
|
|
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|
Group One Trading, L.p.
|
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|
Westwood Holdings Group Inc
|
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|
Schroder Investment Management Group
|
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|
Wetherby Asset Management Inc
|
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|
Pittenger & Anderson Inc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
1858 Wealth Management, Llc
|
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|
Jpmorgan Chase & Co
|
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|
MWA Asset Management
|
|
|
|
|
|
Trium Capital LLP
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Baskin Financial Services Inc.
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock International V.I. Fund Class I
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
BBCA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
|
|
|
|
|
|
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
BWTG - ETF Opportunities Trust - Brendan Wood TopGun ETF
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
TMFG - RBB FUND, INC. - Motley Fool Global Opportunities ETF
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
Brookfield Real Assets Income Fund Inc.
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Pacific Sun Financial Corp
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Blackrock Enhanced International Dividend Trust
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Chris Bulman Inc
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Bluegrass Capital Partners LP
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Cap Value Fund
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
QCVAX - Clearwater Investment Trust - Clearwater International Fund
|
|
|
|
|
|
FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Prudential Plc
|
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Generali Asset Management SPA SGR
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF
|
|
|
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|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares
|
|
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Mark Sheptoff Financial Planning, Llc
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|
Whittier Trust Co Of Nevada Inc
|
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|
Garde Capital, Inc.
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Private Advisor Group, LLC
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
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Y.D. More Investments Ltd
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SUPP - Engine No. 1 ETF Trust - Engine No. 1 Transform Supply Chain ETF
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EP Wealth Advisors, Inc.
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FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class
|
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|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
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Van Eck Associates Corp
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TimesSquare Capital Management, LLC
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CoreCap Advisors, LLC
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Employees Retirement System of Texas
|
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Aigen Investment Management, Lp
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Generali Investments CEE, investicni spolecnost, a.s.
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Natixis Advisors, L.p.
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Kingswood Wealth Advisors, Llc
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FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
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Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
|
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FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
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DT Investment Partners, LLC
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Wcm Investment Management, Llc
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Laurel Wealth Advisors LLC
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Pacifica Partners Inc.
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Tortoise Investment Management, LLC
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William Blair Investment Management, Llc
|
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
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PFG Advisors
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Fiduciary Trust Co
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Marshall Wace, Llp
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GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
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PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
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Walleye Capital LLC
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
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Jennison Associates Llc
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
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Mirabaud Asset Management Ltd
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Bridges Investment Management Inc
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
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Nordea Investment Management Ab
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Seeds Investor Llc
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Advisors Asset Management, Inc.
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Walleye Trading LLC
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Quantbot Technologies LP
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Keel Point, LLC
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DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF
|
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Gradient Investments LLC
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
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VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares
|
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BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
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Navellier & Associates Inc
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D.a. Davidson & Co.
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Pictet Asset Management Holding SA
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Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class
|
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SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF
|
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FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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Cornerstone Planning Group LLC
|
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Financiere des Professionnels - Fonds d,investissement inc.
|
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|
Td Private Client Wealth Llc
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
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|
Premier Fund Managers Ltd
|
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Shell Asset Management Co
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
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Vestor Capital, Llc
|
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Metis Global Partners, LLC
|
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TPIF - TIMOTHY PLAN - Timothy Plan International ETF
|
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Hillsdale Investment Management Inc.
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Boreal Capital Management LLC
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NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
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|
Washington Trust Bank
|
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|
CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF
|
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|
Ilmarinen Mutual Pension Insurance Co
|
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|
Genus Capital Management Inc.
|
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|
Erste Asset Management GmbH
|
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Private Wealth Asset Management, LLC
|
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AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
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|
Verition Fund Management LLC
|
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|
MQS Management LLC
|
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|
BSW Wealth Partners
|
|
|
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|
CCMAX - CONESTOGA FUNDS - Conestoga Mid Cap Fund Institutional Class
|
|
|
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|
Motco
|
|
|
|
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|
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class
|
|
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|
Bard Financial Services, Inc.
|
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|
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|
2Xideas AG
|
|
|
|
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|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Peregrine Capital Management Llc
|
|
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|
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|
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund
|
|
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|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund
|
|
|
|
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|
Middleton & Co Inc/ma
|
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|
UBS Group AG
|
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|
Qrg Capital Management, Inc.
|
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|
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|
Boston Family Office Llc
|
|
|
|
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|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
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|
Telemark Asset Management, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Mufg Securities (canada), Ltd.
|
|
|
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|
|
Dixon Mitchell Investment Counsel Inc.
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
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|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class
|
|
|
|
|
|
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
|
|
|
|
|
|
LWM Advisory Services, LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Greystone International Growth VP Initial
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund
|
|
|
|
|
|
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Ninepoint Partners LP
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
|
|
|
|
|
BAILX - Brown Advisory Funds - Brown Advisory Sustainable International Leaders Fund Institutional Shares
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A
|
|
|
|
|
|
WCMGX - FIRST TRUST SERIES FUND - First Trust WCM Focused Global Growth Fund Institutional Class
|
|
|
|
|
|
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF
|
|
|
|
|
|
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P
|
|
|
|
|
|
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
CCWSX - BAIRD FUNDS INC - Chautauqua International Growth Fund Investor Class
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Bristol Gate Capital Partners Inc.
|
|
|
|
|
|
1248 Management, LLC
|
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|
Macquarie Group Ltd
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|
Talon Private Wealth, LLC
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|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I
|
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|
|
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|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
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|
Ameritas Advisory Services, LLC
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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|
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund
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|
USS Investment Management Ltd
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|
GFG Capital, LLC
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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BRYN MAWR TRUST Co
|
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PCJ Investment Counsel Ltd.
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Accel Wealth Management
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Oliver Lagore Vanvalin Investment Group
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Merrion Investment Management Co, LLC
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National Asset Management, Inc.
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LRGG - Macquarie ETF Trust - Macquarie Focused Large Growth ETF
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Ronald Blue Trust, Inc.
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TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A
|
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TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z
|
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Nuveen, LLC
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Sagard Holdings Management Inc.
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PDS Planning, Inc
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CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
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Nbw Capital Llc
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BlackRock, Inc.
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Welch & Forbes Llc
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Centiva Capital, LP
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SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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|
Farther Finance Advisors, LLC
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GAMMA Investing LLC
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Kestra Advisory Services, LLC
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FDx Advisors, Inc.
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First Trust Advisors Lp
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Trifecta Capital Advisors, LLC
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TBWAX - THORNBURG INVESTMENT TRUST - Thornburg Better World International Fund - Class A
|
|
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VIRTUS VARIABLE INSURANCE TRUST - Virtus SGA International Growth Series Class A
|
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Roundview Capital LLC
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WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class
|
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|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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State of New Jersey Common Pension Fund D
|
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Axa S.a.
|
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Checchi Capital Advisers, LLC
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D. E. Shaw & Co., Inc.
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Papp L Roy & Associates
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Huntington National Bank
|
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SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF
|
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|
|
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|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
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|
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares
|
|
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|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares
|
|
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|
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
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|
Delos Wealth Advisors, LLC
|
|
|
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
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|
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|
WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A
|
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|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
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Deutsche Bank Ag\
|
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DFDMX - FORUM FUNDS - DF Dent Midcap Growth Fund Investor Shares
|
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|
Coldstream Capital Management Inc
|
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|
Addenda Capital Inc.
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Sterling Capital Management LLC
|
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ABIG - EA Series Trust - Argent Large Cap ETF
|
|
|
|
|
|
FSA Wealth Management LLC
|
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|
|
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class
|
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|
|
|
|
Creative Planning
|
|
|
|
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|
LRI Investments, LLC
|
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|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
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|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
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|
Crossmark Global Holdings, Inc.
|
|
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|
Sirios Capital Management L P
|
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|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
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|
|
Global Retirement Partners, LLC
|
|
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|
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|
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class
|
|
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|
|
|
Signature Resources Capital Management, LLC
|
|
|
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|
BlackRock ETF Trust - BlackRock International Dividend ETF
|
|
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|
|
|
Barclays Plc
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
BW Gestao de Investimentos Ltda.
|
|
|
|
|
|
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
4D Advisors, LLC
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Oakmont Corp
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
FLCA - Franklin Templeton ETF Trust - Franklin FTSE Canada ETF
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
PGGM Investments
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class
|
|
|
|
|
|
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Visualize Group LP
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
|
|
|
|
|
|
Skye Global Management LP
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Marsico Capital Management Llc
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class
|
|
|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Nicola Wealth Management Ltd.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Stockbridge Partners LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
|
|
|
|
|
GRW - TCW ETF Trust - TCW Compounders ETF
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Amundi
|
|
|
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|
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Bruce G. Allen Investments, LLC
|
|
|
|
|
|
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF
|
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|
|
|
|
Quaero Capital S.A.
|
|
|
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|
Douglas Lane & Associates, LLC
|
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|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
|
Great West Life Assurance Co /can/
|
|
|
|
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|
Legal & General Group Plc
|
|
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|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
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|
Us Bancorp \de\
|
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Tcfg Wealth Management, Llc
|
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Bill & Melinda Gates Foundation Trust
|
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|
Simplex Trading, Llc
|
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|
Kathmere Capital Management, LLC
|
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|
Ameriprise Financial Inc
|
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|
Accent Capital Management, LLC
|
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|
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I
|
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|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
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|
|
Teacher Retirement System Of Texas
|
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FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
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|
California State Teachers Retirement System
|
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Swiss National Bank
|
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Private Trust Co Na
|
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TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
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|
|
|
|
Carnegie Capital Asset Management, LLC
|
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Nomura Holdings Inc
|
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|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
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C M Bidwell & Associates Ltd
|
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WCMIX - Investment Managers Series Trust - WCM Focused International Growth Fund Institutional Class
|
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|
Raymond James Financial Inc
|
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|
Smartleaf Asset Management LLC
|
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
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|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares
|
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Fiera Capital Corp
|
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Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
|
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|
Pathstone Holdings, LLC
|
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|
Nisa Investment Advisors, Llc
|
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FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A
|
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Wahed Invest LLC
|
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Connor, Clark & Lunn Investment Management Ltd.
|
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DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF
|
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|
OneAscent Financial Services LLC
|
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|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
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Modern Wealth Management, LLC
|
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Wiley Bros.-aintree Capital, Llc
|
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CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A
|
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Harvey Investment Co Llc
|
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JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
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|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
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|
Credential Qtrade Securities Inc.
|
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|
Keybank National Association/oh
|
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Opal Wealth Advisors, LLC
|
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|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
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|
Blair William & Co/il
|
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|
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
|
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|
Rhumbline Advisers
|
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|
Scotia Capital Inc.
|
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|
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
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|
Sunbelt Securities, Inc.
|
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Voloridge Investment Management, Llc
|
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M&t Bank Corp
|
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|
National Pension Service
|
|
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|
YOKE - EA Series Trust - Yoke Core ETF
|
|
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|
Caldwell Securities, Inc
|
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|
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO
|
|
|
|
|
|
SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class
|
|
|
|
|
|
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C
|
|
|
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|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
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|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
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|
|
Prudential Financial Inc
|
|
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|
|
|
CCGSX - BAIRD FUNDS INC - Chautauqua Global Growth Fund Investor Class
|
|
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|
|
|
STXI - EA Series Trust - Strive International Developed Markets ETF
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
JNL SERIES TRUST - JNL/WCM Focused International Equity Fund (I)
|
|
|
|
|
|
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6
|
|
|
|
|
|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
TGRHX - TRANSAMERICA FUNDS - Transamerica International Growth I2
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Sycomore Asset Management
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Findlay Park Partners LLP
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Snyder Capital Management L P
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
EDENTREE ASSET MANAGEMENT Ltd
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Burgundy Asset Management Ltd.
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
NMIEX - Northern Funds - Active M International Equity Fund
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
GRSIX - Brookfield Investment Funds - BROOKFIELD GLOBAL RENEWABLES & SUSTAINABLE INFRASTRUCTURE FUND Class I
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC.
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Sands Capital Management, Llc
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Harvey Partners, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
FSGJX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Global ex U.S. Low Volatility Index Fund
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
