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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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|
Albion Financial Group /ut
|
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|
Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II
|
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|
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|
RIERX - RBC FUNDS TRUST - RBC International Equity Fund Class R6
|
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|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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|
Inlet Private Wealth, LLC
|
|
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|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
Janus Henderson Group Plc
|
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|
Principal Financial Group Inc
|
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TINGX - THORNBURG INVESTMENT TRUST - Thornburg International Growth Fund - Class I
|
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Elevate Capital Advisors, LLC
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|
Simplex Trading, Llc
|
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Whittier Trust Co Of Nevada Inc
|
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|
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
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|
MIG Capital, LLC
|
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Eschler Asset Management LLP
|
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AEDAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO European Growth Fund Class A
|
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|
|
|
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF
|
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GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF
|
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Blue Whale Capital LLP
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VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
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|
Utah Retirement Systems
|
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|
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
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|
Capital International Investors
|
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Vinva Investment Management Ltd
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
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|
Macquarie Group Ltd
|
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|
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF
|
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|
Victory Capital Management Inc
|
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Savant Capital, LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
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|
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|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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|
Manchester Capital Management LLC
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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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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|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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|
Eqis Capital Management, Inc.
|
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Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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Dragoneer Investment Group, LLC
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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Pacer Advisors, Inc.
|
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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Bank of New York Mellon Corp
|
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Bridger Management, Llc
|
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Optiver Holding B.V.
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BJK - VanEck Vectors ETF Trust - VanEck Vectors Gaming ETF
|
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|
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB
|
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|
BTG Pactual Asset Management US LLC
|
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|
Centiva Capital, LP
|
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|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A
|
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|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
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|
Mudita Advisors LLP
|
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Global X Japan Co., Ltd.
|
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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HMI Capital Management, L.P.
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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Prudential Financial Inc
|
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Proficio Capital Partners LLC
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FINVX - FIDELITY INVESTMENT TRUST - Fidelity Series International Value Fund
|
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|
Selkirk Management LLC
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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|
ANTIPODES PARTNERS Ltd
|
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|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
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|
Ogorek Anthony Joseph /ny/ /adv
|
|
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|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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|
FIL Ltd
|
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|
Axxcess Wealth Management, Llc
|
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Advisor Group Holdings, Inc.
|
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FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
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COAVX - COLUMBIA FUNDS SERIES TRUST - Columbia Overseas Value Fund Class A
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
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|
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class
|
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|
Nordea Investment Management Ab
|
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|
Syon Capital Llc
|
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|
Commonwealth Equity Services, Llc
|
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|
GIMFX - GMO TRUST - GMO Implementation Fund
|
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|
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF
|
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
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|
|
Contour Asset Management LLC
|
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|
Hohimer Wealth Management, Llc
|
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|
D. E. Shaw & Co., Inc.
|
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|
Tudor Investment Corp Et Al
|
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|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
SGQAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS International Growth Fund Class A
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Columbus Hill Capital Management, L.P.
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
COSAX - Columbia Funds Series Trust II - Columbia Overseas Core Fund Class A
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
WILNX - WILLIAM BLAIR FUNDS - William Blair International Leaders Fund Class N
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
FPXE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust IPOX Europe Equity Opportunities ETF
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Mark Asset Management Lp
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Ardmore Road Asset Management LP
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
BOGSX - Oak Associates Funds - Black Oak Emerging Technology Fund
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Brown Capital Management Llc
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
Pinnbrook Capital Management Lp
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Owl Creek Asset Management, L.P.
|
|
|
|
|
|
Durable Capital Partners LP
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - International Equity Portfolio
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
TXUG - Thornburg ETF Trust - Thornburg International Growth ETF
|
|
|
|
|
|
MGRAX - MFS SERIES TRUST X - MFS International Growth Fund A
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
GOIGX - John Hancock Funds III - John Hancock International Growth Fund Class A
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA International Value Fund
|
|
|
|
|
|
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
TimesSquare Capital Management, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Caledonia (Private) Investments Pty Ltd
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Eminence Capital, Lp
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
JAMFX - Jacob Funds Inc. - Jacob Internet Fund Investor Class
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
AIIEX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Growth Fund Class A
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Peregrine Capital Management Llc
|
|
|
|
|
|
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund
|
|
|
|
|
|
Blackstone Group Inc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS International Growth Fund Standard Class
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Maseco Llp
|
|
|
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|
Phoenix Holdings Ltd.
|
|
|
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BETZ - Listed Funds Trust - Roundhill Sports Betting & iGaming ETF
|
|
|
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|
Duquesne Family Office LLC
|
|
|
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|
|
TPYAX - Touchstone Funds Group Trust - Touchstone International Esg Equity Fund Class A
|
|
|
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|
|
Belpointe Asset Management LLC
|
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|
Hudson Bay Capital Management LP
|
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|
CX Institutional
|
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|
Mane Global Capital Management Lp
|
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|
Citadel Advisors Llc
|
|
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|
UBS Group AG
|
|
|
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|
|
VICAX - Northern Lights Fund Trust IV - USA Mutuals Vice Global Fund Class A
|
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
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|
|
Volterra Technologies LP
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Platinum Investment Management Ltd
|
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|
Arthur M. Cohen & Associates, Llc
|
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|
National Pension Service
|
|
|
|
|
|
Glynn Capital Management Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Ako Capital Llp
|
|
|
|
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|
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
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|
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class
|
|
|
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|
|
Rip Road Capital Partners LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
SCMGX - Advisors' Inner Circle Fund - Sands Capital Global Growth Fund Institutional Class Shares
|
|
|
|
|
|
VNIYX - Advisors' Inner Circle Fund II - VONTOBEL INTERNATIONAL EQUITY FUND Y Shares
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
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|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
|
|
|
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|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
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|
Ostrum Asset Management
|
|
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|
Two Creeks Capital Management, LP
|
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|
Ubs Asset Management Americas Inc
|
|
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|
|
Caitong International Asset Management Co., Ltd
|
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|
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|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
WCFOX - Investment Managers Series Trust - WCM Focused International Opportunities Fund Investor Class Shares
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Dendur Capital Lp
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Maplelane Capital, Llc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF
|
|
|
|
|
|
MBEQX - M FUND INC - M International Equity Fund
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Consolidated Press International Holdings Ltd
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Greencape Capital Pty Ltd
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Anomaly Capital Management, LP
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
FDLSX - FIDELITY SELECT PORTFOLIOS - Leisure Portfolio
|
|
|
|
|
|
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Profunds - Profund Vp Internet
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Bienville Capital Management, LLC
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
|
|
|
|
|
|
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
VNIE - Advisors' Inner Circle Fund II - Vontobel International Equity Active ETF
|
|
|
|
|
|
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A
|
|
|
|
|
|
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares
|
|
|
|
|
|
Hunting Hill Global Capital, LLC
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Dfa Investment Trust Co - The Dfa International Value Series
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Senator Investment Group LP
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
Matthew 25 Management Corp
|
|
|
|
|
|
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I)
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Park West Asset Management LLC
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
Parvus Asset Management Jersey Ltd
|
|
|
|
|
|
Maytus Capital Management, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6
|
|
|
|
|
|
HNCAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL GROWTH FUND Class A
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
APHIX - ARTISAN PARTNERS FUNDS INC - Artisan International Fund Institutional Shares
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Makaira Partners LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
|
|
|
|
|
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Lancaster Investment Management
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
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|
|
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|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
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|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
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|
|
Lone Pine Capital Llc
|
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|
Palestra Capital Management LLC
|
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|
Exchange Traded Concepts, Llc
|
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|
|
Argentarii, LLC
|
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|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class
|
|
|
|
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|
Ritholtz Wealth Management
|
|
|
|
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|
Lansdowne Partners (uk) Llp
|
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
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|
Harbor Investment Advisory, Llc
|
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|
|
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|
Barrett & Company, Inc.
|
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|
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Helios Capital Management Pte. Ltd
|
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|
CGXU - Capital Group International Focus Equity ETF - Capital Group International Focus Equity ETF Share Class
|
|
|
|
|
|
Old Mission Capital Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
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|
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|
Richardson Financial Services Inc.
|
|
|
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|
Korea Investment CORP
|
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|
Bank Of America Corp /de/
|
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State Board Of Administration Of Florida Retirement System
|
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|
Gabelli Multimedia Trust Inc.
|
|
|
|
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|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
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|
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
|
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|
Dorsal Capital Management, LLC
|
|
|
|
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|
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund
|
|
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|
Point72 Europe (London) LLP
|
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|
Ieq Capital, Llc
|
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Asset Management One Co., Ltd.
|
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Envestnet Asset Management Inc
|
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|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS International Growth Portfolio Initial Class
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
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|
EverSource Wealth Advisors, LLC
|
|
|
|
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|
BNGE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S-Network Streaming & Gaming ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares
|
|
|
|
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|
ODDS - Pacer Funds Trust - Pacer BlueStar Digital Entertainment ETF
|
|
|
|
|
|
FDND - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Dow Jones Internet & Target Income ETF
|
|
|
|
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|
Rubicon Global Capital Ltd
|
|
|
|
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|
Voya Investment Management Llc
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
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|
Ci Investments Inc.
|
|
|
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|
Stock Portfolio - Stock Portfolio
|
|
|
|
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|
Nicholas Hoffman & Company, LLC.
|
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|
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|
Jane Street Group, Llc
|
|
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|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. International Growth Fund Series II
|
|
|
|
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|
O'shaughnessy Asset Management, Llc
|
|
|
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|
Royal Bank Of Canada
|
|
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|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
INPIX - Profunds - Internet Ultrasector Profund Investor Class
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
TIOIX - TIAA-CREF FUNDS - TIAA-CREF International Opportunities Fund Institutional Class
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Gunderson Capital Management Inc.
|
|
|
|
|
|
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
QCVAX - Clearwater Investment Trust - Clearwater International Fund
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Armistice Capital, Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
CAMX - ADVISORS' INNER CIRCLE FUND - Cambiar Aggressive Value ETF
|
|
|
|
|
|
Viking Global Investors Lp
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Parvus Asset Management Europe Ltd
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
MXXVX - Matthew 25 Fund - Matthew 25 Fund
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
|
|
|
|
|
Jnl Series Trust - Jnl/invesco International Growth Fund (a)
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Tairen Capital Ltd
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Alua Capital Management LP
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class
|
|
|
|
|
|
Fernbridge Capital Management Lp
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
PEJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Leisure and Entertainment ETF
|
|
|
|
|
|
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Third Point LLC
|
|
|
|
|
|
NOIAX - Natixis Funds Trust I - Natixis Oakmark International Fund Class A
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
VCFVX - VALIC Co I - International Value Fund
|
|
|
|
|
|
Marathon Asset Mgmt Ltd
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Growth Fund Class C
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
COMAX - DEUTSCHE DWS SECURITIES TRUST - DWS Communications Fund Class A
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
BW Gestao de Investimentos Ltda.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS International Growth Portfolio Class IB
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
FIVLX - FIDELITY INVESTMENT TRUST - Fidelity International Value Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF
|
|
|
|
|
|
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Egerton Capital (UK) LLP
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. International Growth Fund Series I
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
|
|
|
|
|
BCIIX - Brown Capital Management Mutual Funds - The Brown Capital Management International Equity Fund Investor Shares
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
VICE - AdvisorShares Trust - AdvisorShares Vice ETF
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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Ancora Advisors, LLC
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Heights Capital Management, Inc
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IFC Advisors LLC
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Capital Research Global Investors
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Xponance, Inc.
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
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Pallas Capital Advisors LLC
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Gabelli Global Small & Mid Cap Value Trust
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AQGNX - AQR Funds - AQR Global Equity Fund Class N
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Pertento Partners LLP
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RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund
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MOSAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Overseas Fund Class A
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GPS Wealth Strategies Group, LLC
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GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
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FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund
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SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
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VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
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Mv Capital Management, Inc.
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
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Callan Family Office, LLC
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TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z
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American Century Companies Inc
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USS Investment Management Ltd
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Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
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SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
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Steadfast Capital Management Lp
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VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
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LPL Financial LLC
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
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FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF
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FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund
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Healthcare Of Ontario Pension Plan Trust Fund
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Untitled Investments Lp
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
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Hollencrest Capital Management
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ArrowMark Colorado Holdings LLC
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Cambridge Investment Research Advisors, Inc.
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Hsbc Holdings Plc
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
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Treasurer of the State of North Carolina
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IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
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NORTHWESTERN MUTUAL SERIES FUND INC - Research International Core Portfolio
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JCIC Asset Management Inc.
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Whitebark Investors LP
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Illinois Municipal Retirement Fund
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
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MRSAX - MFS SERIES TRUST I - MFS Research International Fund A
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State Street Corp
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SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
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JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
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FDN - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Internet Index Fund
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Mediolanum International Funds Ltd
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BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
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Theleme Partners LLP
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FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
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Ameriprise Financial Inc
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Quantbot Technologies LP
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Franklin Resources Inc
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
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Marathon Partners Equity Management, LLC
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JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
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Prelude Capital Management, Llc
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
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Atria Investments Llc
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Polymer Capital Management (HK) LTD
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Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
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ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
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Picton Mahoney Asset Management
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FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund
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Oak Associates Ltd /oh/
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
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Orion Portfolio Solutions, LLC
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Northern Trust Corp
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
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VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
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Accuvest Global Advisors
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
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K.J. Harrison & Partners Inc
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Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
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Primecap Management Co/ca/
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Philosophy Capital Management LLC
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POGSX - Oak Associates Funds - Pin Oak Equity Fund
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
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AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
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MML SERIES INVESTMENT FUND - MML International Equity Fund Class II
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Spirepoint Private Client, Llc
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
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CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
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Mn Services Vermogensbeheer B.V.
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HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A
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PointState Capital LP
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
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Rafferty Asset Management, LLC
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
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Metis Global Partners, LLC
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Lindbrook Capital, Llc
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Rossby Financial, LCC
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Verdence Capital Advisors LLC
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Kestra Advisory Services, LLC
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BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
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Blackhawk Capital Partners LLC.
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SIH Partners, LLLP
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
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Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
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First Command Advisory Services, Inc.
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
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Persistent Asset Partners Ltd
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Cantillon Capital Management Llc
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Pathstone Holdings, LLC
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Redwood Investments, LLC
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RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
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Quarry LP
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Stableford Capital Ii Llc
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Zurcher Kantonalbank (Zurich Cantonalbank)
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
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Innovator ETFs Trust - Innovator Equity Managed Floor ETF
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New York State Common Retirement Fund
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Boston Partners
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IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y
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Southpoint Capital Advisors LP
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Soros Capital Management Llc
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Sequoia Financial Advisors, LLC
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Vestcor Inc
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
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WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N
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HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares
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Forum Financial Management, LP
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SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
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JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
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Farallon Capital Management Llc
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Advisory Research Inc
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WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
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KBC Group NV
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Axa S.a.
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BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
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HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
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True Wealth Design, LLC
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Tokio Marine Asset Management Co Ltd
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Oddo Bhf Asset Management Sas
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SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
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WEBL - Direxion Shares ETF Trust - Direxion Daily Dow Jones Internet Bull 3X Shares
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FKU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust United Kingdom AlphaDEX Fund
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Price T Rowe Associates Inc /md/
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Voleon Capital Management Lp
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WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3
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Gluskin Sheff & Assoc Inc
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PrairieView Partners, LLC
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Headlands Technologies LLC
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Capital International Inc /ca/
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JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV
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Investment Management Corp of Ontario
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CAMIX - Advisors' Inner Circle Fund - Cambiar International Equity Fund Investor Class Shares
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StoneX Group Inc.
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
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Dai-Ichi Life Insurance Company, Ltd
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EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
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Goldman Sachs Group Inc
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Captrust Financial Advisors
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Commerce Bank
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
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Verition Fund Management LLC
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OAKIX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Fund Investor Class
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Vise Technologies, Inc.
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JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
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Wells Fargo & Company/mn
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
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Mirae Asset Global Investments Co., Ltd.
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Annis Gardner Whiting Capital Advisors, LLC
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
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VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
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Canton Hathaway, LLC
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FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
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Twin Peaks Wealth Advisors, LLC
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AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
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BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
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Larson Financial Group LLC
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Legal & General Group Plc
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Diametric Capital, LP
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Penserra Capital Management LLC
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Zions Bancorporation, National Association /ut/
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CastleKnight Management LP
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Kids Capital Management, L.p.
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Sands Capital Management, Llc
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Snowden Capital Advisors LLC
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Pnc Financial Services Group, Inc.
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DAVENPORT & Co LLC
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
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MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
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JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T
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VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
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Samlyn Capital, Llc
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FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
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Eaton Vance Enhanced Equity Income Fund
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Eleva Capital SAS
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NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
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Anthracite Investment Company, Inc.
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
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Assenagon Asset Management S.A.
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Catalyst Funds Management Pty Ltd
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DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares
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RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
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IFP Advisors, Inc
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PARUS FINANCE (UK) Ltd
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SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
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Mml Investors Services, Llc
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
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Fred Alger Management, Llc
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Phraction Management LLC
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J. Goldman & Co LP
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Overseas Core Fund Class 3
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Aqr Capital Management Llc
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Gerber Kawasaki Wealth & Investment Management
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Robertson Opportunity Capital, LLC
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Canada Pension Plan Investment Board
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AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
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Susquehanna International Group, Llp
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FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A
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PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
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Alta Advisers Ltd
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JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
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Cadian Capital Management, Lp
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AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A
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Capital Fund Management S.a.
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GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
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Calamos Global Total Return Fund
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FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund
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SBI Securities Co., Ltd.
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Cigna Investments Inc /new
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Tiger Global Management Llc
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Janney Montgomery Scott LLC
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
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Cerity Partners LLC
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Brighthouse Funds Trust I - Harris Oakmark International Portfolio Class A
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ALGAX - ALGER FUNDS - Alger International Focus Fund Class A
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CoreCap Advisors, LLC
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Strs Ohio
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
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Sowell Financial Services LLC
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Tower Research Capital LLC (TRC)
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Explore Capital Management, LLC
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
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Public Employees Retirement System Of Ohio
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AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
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Private Trust Co Na
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Nissay Asset Management Corp /japan/ /adv
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
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MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A
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Caption Management, LLC
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CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A
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Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
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Intech Investment Management Llc
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Traub Capital Management LLC
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RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
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L1 Capital Pty Ltd
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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CENTRAL TRUST Co
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BlackRock, Inc.
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Cloverfields Capital Group, Lp
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Rakuten Investment Management, Inc.
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Swiss National Bank
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FIEUX - FIDELITY INVESTMENT TRUST - Fidelity Europe Fund
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SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
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Loomis Sayles & Co L P
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John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV
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Capital World Investors
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VNGYX - Advisors' Inner Circle Fund II - Vontobel Global Equity Fund Y Shares
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Independence Bank of Kentucky
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
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Teacher Retirement System Of Texas
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JustInvest LLC
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First Pacific Financial
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MFS VARIABLE INSURANCE TRUST II - MFS Research International Portfolio Initial Class
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Brighthouse Funds Trust I - MFS Research International Portfolio Class A
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Brighthouse Funds Trust I - Brighthouse/Artisan International Portfolio Class A
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
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GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C
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Royal London Asset Management Ltd
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
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SkyView Investment Advisors, LLC
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Invesco Ltd.
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CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
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RIVGX - American Funds International Vantage Fund - American Funds International Vantage Fund Class R-6
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PENN SERIES FUNDS INC - International Equity Fund
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Connor, Clark & Lunn Investment Management Ltd.
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
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Meeder Advisory Services, Inc.
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
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Boreal Capital Management LLC
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Eaton Vance Risk-managed Diversified Equity Income Fund
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RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y
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Galvin, Gaustad & Stein, LLC
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Los Angeles Capital Management Llc
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Eaton Vance Tax-managed Diversified Equity Income Fund
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GAMMA Investing LLC
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Yost Capital Management, L.L.C.
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Wilson Asset Management (international) Pty Ltd
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BCSFX - Brown Capital Management Mutual Funds - The Brown Capital Management International Small Company Fund Institutional Shares
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
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IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
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Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
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JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
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VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
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Wealth High Governance Capital Ltda
|
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Groupe la Francaise
|
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Bogart Wealth, LLC
|
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Cwm, Llc
|
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Stansberry Asset Management, Llc
|
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Soros Fund Management Llc
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Jefferies Financial Group Inc.
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