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