|
Rathbone Brothers plc
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
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|
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio
|
|
|
|
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|
Goldman Sachs Group Inc
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
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|
Pinnacle Bancorp, Inc.
|
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|
|
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|
Lsv Asset Management
|
|
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|
Bridgewater Advisors Inc.
|
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
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|
Ipswich Investment Management Co., Inc.
|
|
|
|
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|
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
|
|
|
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|
Oddo Bhf Asset Management Sas
|
|
|
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|
GIMFX - GMO TRUST - GMO Implementation Fund
|
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|
|
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|
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF
|
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|
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|
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund
|
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|
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class
|
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|
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund
|
|
|
|
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|
Rhumbline Advisers
|
|
|
|
|
|
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF
|
|
|
|
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|
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF
|
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|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
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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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Harvest Portfolios Group Inc.
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Northwest & Ethical Investments L.P.
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Lincluden Management Ltd
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Burgundy Asset Management Ltd.
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IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF
|
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SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF
|
|
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FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund
|
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|
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|
OMERS ADMINISTRATION Corp
|
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DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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|
Alliancebernstein L.p.
|
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North Capital, Inc.
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UMA Financial Services, Inc.
|
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FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund
|
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USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF
|
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|
BRYN MAWR TRUST Co
|
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|
Fiduciary Financial Group, Llc
|
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Trust Co Of Vermont
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class
|
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|
SG Americas Securities, LLC
|
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|
HAP Trading, LLC
|
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|
Crossmark Global Holdings, Inc.
|
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Cidel Asset Management Inc
|
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FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A
|
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|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
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|
Cromwell Holdings LLC
|
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|
Tompkins Financial Corp
|
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|
Yousif Capital Management, Llc
|
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Bessemer Group Inc
|
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|
|
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF
|
|
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|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
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|
Private Wealth Asset Management, LLC
|
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|
Ruggaard & Associates LLC
|
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Arnhold LLC
|
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Sagespring Wealth Partners, Llc
|
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Steward Partners Investment Advisory, Llc
|
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|
Quadrature Capital Ltd
|
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|
Ensign Peak Advisors, Inc
|
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Nwam Llc
|
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|
PDT Partners, LLC
|
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|
Motco
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class
|
|
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|
Prospera Financial Services Inc
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
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|
|
CIBC World Markets Inc.
|
|
|
|
|
|
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
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|
Russell Investments Group, Ltd.
|
|
|
|
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|
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
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|
|
|
Citadel Advisors Llc
|
|
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|
Geneos Wealth Management Inc.
|
|
|
|
|
|
TPIF - TIMOTHY PLAN - Timothy Plan International ETF
|
|
|
|
|
|
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
Shell Asset Management Co
|
|
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|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Orca Wealth Management, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
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|
|
Captrust Financial Advisors
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares
|
|
|
|
|
|
Fairfax Financial Holdings Ltd/ Can
|
|
|
|
|
|
BNIVX - Perpetual Americas Funds Trust - Barrow Hanley International Value Fund Institutional Shares
|
|
|
|
|
|
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF
|
|
|
|
|
|
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
|
|
|
|
|
FID - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P International Dividend Aristocrats ETF
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF
|
|
|
|
|
|
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Banking Fund Variable Annuity
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Mondrian Investment Partners LTD
|
|
|
|
|
|
RBB FUND, INC. - Aquarius International Fund
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
FLCA - Franklin Templeton ETF Trust - Franklin FTSE Canada ETF
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va International Value Portfolio
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Dfa Investment Trust Co - The Dfa International Value Series
|
|
|
|
|
|
LVHI - Legg Mason ETF Investment Trust - Legg Mason International Low Volatility High Dividend ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares
|
|
|
|
|
|
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Canerector Inc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Periscope Capital Inc.
|
|
|
|
|
|
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF
|
|
|
|
|
|
QICLX - AQR Funds - AQR International Multi-Style Fund Class I
|
|
|
|
|
|
EISAX - CARILLON SERIES TRUST - Carillon ClariVest International Stock Fund A
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Nicola Wealth Management Ltd.
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares
|
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|
ICONIQ Capital, LLC
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STXI - EA Series Trust - Strive International Developed Markets ETF
|
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NewSquare Capital LLC
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Vanguard Group Inc
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CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A
|
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New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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Renaissance Technologies Llc
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Fifth Third Bancorp
|
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First National Trust Co
|
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NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6
|
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Quantinno Capital Management LP
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Lindbrook Capital, Llc
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Brinker Capital Investments, LLC
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Two Sigma Advisers, Lp
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FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund
|
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Voloridge Investment Management, Llc
|
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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Eisler Capital Management Ltd.
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VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares
|
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SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF
|
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Jackson, Grant Investment Advisers, Inc.
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Northwestern Mutual Wealth Management Co
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RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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PDS Planning, Inc
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF
|
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New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
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JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
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FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF
|
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Ronald Blue Trust, Inc.
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Scotia Capital Inc.
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SCUS - SCHWAB STRATEGIC TRUST - Schwab Ultra-Short Income ETF
|
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Cherokee Insurance Co
|
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FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares
|
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USS Investment Management Ltd
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EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF
|
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Credential Securities Inc.
|
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Ontario Teachers Pension Plan Board
|
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DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class
|
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MAI Capital Management
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Louisbourg Investments Inc.
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DKRT Investments Corp.
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SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF
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Pathstone Holdings, LLC
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Pathway Financial Advisers, LLC
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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Merit Financial Group, LLC
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Abel Hall, LLC
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CI Private Wealth, LLC
|
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
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EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB
|
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
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|
Mutual Advisors, LLC
|
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Samalin Investment Counsel, LLC
|
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FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund
|
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Aviso Financial Inc.
|
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Resources Management Corp /ct/ /adv
|
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VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares
|
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|
Intech Investment Management Llc
|
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Colony Group, LLC
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American Assets Investment Management, LLC
|
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Axa S.a.
|
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JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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|
Tower Research Capital LLC (TRC)
|
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|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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LPL Financial LLC
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PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional
|
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Nuveen, LLC
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American Century Companies Inc
|
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Sierra Ocean, Llc
|
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Y-Intercept (Hong Kong) Ltd
|
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Verition Fund Management LLC
|
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QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
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|
SA FUNDS INVESTMENT TRUST - SA International Value Fund
|
|
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|
Farther Finance Advisors, LLC
|
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|
Financial Perspectives, Inc
|
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|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
Fulcrum Asset Management LLP
|
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|
Coleford Investment Management Ltd.
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
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|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
|
|
|
|
|
|
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A
|
|
|
|
|
|
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III
|
|
|
|
|
|
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class
|
|
|
|
|
|
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Scheer, Rowlett & Associates Investment Management Ltd.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
OAIEX - Optimum Fund Trust - Optimum International Fund Class A
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
COPY - RBB Fund Trust - Tweedy, Browne Insider + Value ETF
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Cardinal Capital Management, Inc.
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund
|
|
|
|
|
|
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class
|
|
|
|
|
|
DFIV - Dimensional ETF Trust - Dimensional International Value ETF
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF
|
|
|
|
|
|
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund
|
|
|
|
|
|
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
|
|
|
|
|
|
Barometer Capital Management Inc.
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
FSCJX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Canada Equity Index Fund
|
|
|
|
|
|
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
|
|
|
|
|
|
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund
|
|
|
|
|
|
RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF
|
|
|
|
|
|
FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Mufg Securities (canada), Ltd.
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF
|
|
|
|
|
|
Portland Investment Counsel Inc.
|
|
|
|
|
|
IDV - iSHARES TRUST - iShares International Select Dividend ETF
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P
|
|
|
|
|
|
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares
|
|
|
|
|
|
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF
|
|
|
|
|
|
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
|
|
|
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|
Keystone Financial Planning, Inc.
|
|
|
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|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
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|
Barclays Plc
|
|
|
|
|
|
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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|
Lombard Odier Asset Management (Switzerland) SA
|
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|
K.J. Harrison & Partners Inc
|
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|
Allworth Financial LP
|
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Triumph Capital Management
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
Quadrant Capital Group Llc
|
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BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares
|
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FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund
|
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|
Radnor Capital Management, LLC
|
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Syon Capital Llc
|
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ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF
|
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Corient IA LLC
|
|
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|
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF
|
|
|
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|
CVA Family Office, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio
|
|
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|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
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|
Sara-Bay Financial
|
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|
Glenmede Investment Management, LP
|
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Eastern Bank
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF
|
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|
Princeton Global Asset Management LLC
|
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|
Enterprise Bank & Trust Co
|
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Walleye Trading LLC
|
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Hemenway Trust Co LLC
|
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|
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I
|
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GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
|
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|
Sivia Capital Partners, LLC
|
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|
Norges Bank
|
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CLARET ASSET MANAGEMENT Corp
|
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|
Lorne Steinberg Wealth Management Inc.
|
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|
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF
|
|
|
|
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|
Kilter Group LLC
|
|
|
|
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|
Bank Of America Corp /de/
|
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|
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|
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF
|
|
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|
|
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y
|
|
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|
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF
|
|
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|
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF
|
|
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|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
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|
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund
|
|
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|
Citigroup Inc
|
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|
Gulf International Bank (UK) Ltd
|
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EPIVX - Investment Managers Series Trust - EuroPac International Value Fund Class A
|
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|
JCIC Asset Management Inc.
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FORA Capital, LLC
|
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Davis-rea Ltd.
|
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Bruce G. Allen Investments, LLC
|
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|
Gluskin Sheff & Assoc Inc
|
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|
Texas Yale Capital Corp.
|
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Janney Montgomery Scott LLC
|
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SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
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|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
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|
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|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
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|
Millennium Management Llc
|
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|
Westover Capital Advisors, LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class
|
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MBEQX - M FUND INC - M International Equity Fund
|
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Man Group plc
|
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Euro Pacific Asset Management, LLC
|
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DekaBank Deutsche Girozentrale
|
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Parkside Financial Bank & Trust
|
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Jones Financial Companies Lllp
|
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|
Monticello Wealth Management, Llc
|
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|
Global Retirement Partners, LLC
|
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|
Wetherby Asset Management Inc
|
|
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|
|
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
|
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|
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund
|
|
|
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|
|
Avanza Fonder AB
|
|
|
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|
|
Ameriprise Financial Inc
|
|
|
|
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|
State of Tennessee, Treasury Department
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
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|
|
|
Natixis Advisors, L.p.
|
|
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|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
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|
|
Public Employees Retirement System Of Ohio
|
|
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|
|
|
UniSuper Management Pty Ltd
|
|
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|
|
Trexquant Investment LP
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I)
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
PCJ Investment Counsel Ltd.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF
|
|
|
|
|
|
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
EPDPX - Investment Managers Series Trust - EuroPac International Dividend Income Fund Class A
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
CRDT - Simplify Exchange Traded Funds - Simplify Opportunistic Income ETF
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
GCINX - GREEN CENTURY FUNDS - Green Century MSCI International Index Fund Individual Investor Class
|
|
|
|
|
|
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
EWC - iShares, Inc. - iShares MSCI Canada ETF
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund
|
|
|
|
|
|
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares
|
|
|
|
|
|
GMOI - 2023 ETF Series Trust II - GMO International Value ETF
|
|
|
|
|
|
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
BBCA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
SIG North Trading, ULC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Marathon Asset Mgmt Ltd
|
|
|
|
|
|
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Letko, Brosseau & Associates Inc
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Dixon Mitchell Investment Counsel Inc.
|
|
|
|
|
|
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
SCHY - SCHWAB STRATEGIC TRUST - Schwab International Dividend Equity ETF
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Eldred Rock Partners, LLC
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
|
|
|
|
|
|
DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
XIDV - Franklin Templeton ETF Trust - Franklin International Dividend Multiplier Index ETF
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
|
|
|
|
|
|
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares
|
|
|
|
|
|
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF
|
|
|
|
|
|
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF
|
|
|
|
|
|
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
