|
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
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|
|
|
|
Amplify ETF Trust - Amplify Natural Resources Dividend Income ETF
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
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|
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|
|
Golden State Wealth Management, LLC
|
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|
|
Parallel Advisors, LLC
|
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|
Toroso Investments, LLC
|
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|
Envestnet Asset Management Inc
|
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|
Generali Asset Management SPA SGR
|
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|
Park Place Capital Corp
|
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|
Russell Investments Group, Ltd.
|
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|
Vision Financial Markets Llc
|
|
|
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|
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF
|
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|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
|
|
|
CENTRAL TRUST Co
|
|
|
|
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|
Morgan Stanley
|
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|
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|
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund
|
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|
Jane Street Group, Llc
|
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Duncker Streett & Co Inc
|
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Steward Partners Investment Advisory, Llc
|
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TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A
|
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|
Bessemer Group Inc
|
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|
Heathbridge Capital Management Ltd.
|
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Sofos Investments, Inc.
|
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|
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A
|
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|
|
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|
Allworth Financial LP
|
|
|
|
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|
MLPEX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Select 40 Fund Class C
|
|
|
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|
AdvisorNet Financial, Inc
|
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|
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF
|
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|
|
Chelsea Counsel Co
|
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|
Capital International Ltd /ca/
|
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Vident Advisory, LLC
|
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|
Dakota Community Bank & Trust NA
|
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|
Royal Bank Of Canada
|
|
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|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
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|
Scarborough Advisors, LLC
|
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|
Bornite Capital Management LP
|
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|
LPL Financial LLC
|
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|
Kiker Wealth Management, LLC
|
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|
TORIX - Managed Portfolio Series - Tortoise MLP & Pipeline Fund Institutional Class Shares
|
|
|
|
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|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
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|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
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|
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF
|
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|
North Capital, Inc.
|
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ProShare Advisors LLC
|
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GW&K Investment Management, LLC
|
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FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
|
|
|
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|
Gabelli Global Utility & Income Trust
|
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|
Franklin Resources Inc
|
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Northern Trust Corp
|
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|
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A
|
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|
Natixis
|
|
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|
|
|
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1
|
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|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
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|
Kennebec Savings Bank
|
|
|
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|
Rakuten Investment Management, Inc.
|
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|
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A
|
|
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|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
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|
|
Scotia Capital Inc.
|
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|
Basso Capital Management, L.p.
|
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AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF
|
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|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
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|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
|
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|
|
Ultimus Managers Trust - Westwood Salient Enhanced Midstream Income ETF
|
|
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|
|
SIG North Trading, ULC
|
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|
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|
|
Legal & General Group Plc
|
|
|
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|
|
Larson Financial Group LLC
|
|
|
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|
|
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class
|
|
|
|
|
|
Ausbil Investment Management Ltd
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
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|
|
Westwood Holdings Group Inc
|
|
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|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
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|
|
CIBC World Markets Inc.
|
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|
QCVAX - Clearwater Investment Trust - Clearwater International Fund
|
|
|
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|
|
Cushing Asset Management, Lp
|
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|
|
Guardian Partners Inc.
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A
|
|
|
|
|
|
RGAVX - Legg Mason Global Asset Management Trust - RARE Global Infrastructure Value Fund Class A
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Dnp Select Income Fund Inc
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
FCNSX - FIDELITY INVESTMENT TRUST - Fidelity Series Canada Fund
|
|
|
|
|
|
FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
RMLPX - Two Roads Shared Trust - Recurrent MLP & Infrastructure Fund Class I
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL
|
|
|
|
|
|
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund
|
|
|
|
|
|
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF
|
|
|
|
|
|
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Galibier Capital Management Ltd.
|
|
|
|
|
|
Recurrent Investment Advisors LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
MLPRX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Income Fund Class C
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Blackstone Group Inc
|
|
|
|
|
|
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
|
|
|
|
|
|
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
|
|
|
Ninepoint Partners LP
|
|
|
|
|
|
Diametric Capital, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Murchinson Ltd.
|
|
|
|
|
|
EINC - VanEck Vectors ETF Trust - VanEck Vectors Energy Income ETF
|
|
|
|
|
|
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A
|
|
|
|
|
|
Corigliano Investment Advisers, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Rare Infrastructure Ltd
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
MBEQX - M FUND INC - M International Equity Fund
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
|
|
|
|
|
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I)
|
|
|
|
|
|
Portland Investment Counsel Inc.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Brookfield Asset Management Inc.
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
|
|
|
|
|
GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares
|
|
|
|
|
|
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
ENFR - ALPS ETF Trust - Alerian Energy Infrastructure ETF
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Meixler Investment Management, Ltd.
|
|
|
|
|
|
LNGZ - EXCHANGE TRADED CONCEPTS TRUST - Range Global LNG Ecosystem Index ETF
|
|
|
|
|
|
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
FICDX - FIDELITY INVESTMENT TRUST - Fidelity Canada Fund
|
|
|
|
|
|
Cantor Fitzgerald Sustainable Infrastructure Fund
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
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
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Bollard Group LLC
|
|
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|
Wiley Bros.-aintree Capital, Llc
|
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Raymond James Financial Inc
|
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Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
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ALEFX - ALPS Variable Investment Trust - ALPS/Alerian Energy Infrastructure Portfolio Class I
|
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Cetera Investment Advisers
|
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Qube Research & Technologies Ltd
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Citadel Advisors Llc
|
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Jfs Wealth Advisors, Llc
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CSHAX - MAINSTAY FUNDS TRUST - MainStay Cushing MLP Premier Fund Class A
|
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Bank Of Nova Scotia
|
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Citigroup Inc
|
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PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A
|
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Avion Wealth
|
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Private Wealth Asset Management, LLC
|
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DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF
|
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IFP Advisors, Inc
|
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Y-Intercept (Hong Kong) Ltd
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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Federation des caisses Desjardins du Quebec
|
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Godsey & Gibb Associates
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Clearbridge Investments, LLC
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Wealthquest Corp
|
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Rialto Wealth Management, LLC
|
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BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
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Moors & Cabot, Inc.
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John Hancock Tax-advantaged Dividend Income Fund
|
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UBS Group AG
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Norges Bank
|
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Thornburg Investment Management Inc
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Aviso Financial Inc.
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1620 Investment Advisors, Inc.
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Jennison Associates Llc
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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GPS Wealth Strategies Group, LLC
|
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Allianz Asset Management GmbH
|
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Tortoise Energy Infrastructure Corp
|
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MAI Capital Management
|
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AMZA - ETFis Series Trust I - InfraCap MLP ETF
|
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Colonial Trust Advisors
|
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Infrastructure Capital Advisors, Llc
|
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Heronetta Management, L.P.
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Signaturefd, Llc
|
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Renaissance Technologies Llc
|
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John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV
|
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Harbour Investments, Inc.
|
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IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I
|
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Whittier Trust Co Of Nevada Inc
|
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Bogart Wealth, LLC
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UMA Financial Services, Inc.
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FIL Ltd
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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PDT Partners, LLC
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Anchor Investment Management, LLC
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MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
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Capital Group Private Client Services, Inc.
|
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QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
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BRYN MAWR TRUST Co
|
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Miller Howard Investments Inc /ny
|
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Advanced Series Trust - Ast Small-cap Growth Portfolio
|
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Caldwell Securities, Inc
|
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Manufacturers Life Insurance Company, The
|
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Canada Pension Plan Investment Board
|
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BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
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Susquehanna International Group, Llp
|
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NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
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FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund
|
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|
JustInvest LLC
|
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|
Kelly Lawrence W & Associates Inc/ca
|
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DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
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EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Hilltop National Bank
|
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1832 Asset Management L.P.
|
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Caitong International Asset Management Co., Ltd
|
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Louisbourg Investments Inc.
|
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Sound Income Strategies, LLC
|
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Rothschild Investment Llc
|
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FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund
|
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|
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF
|
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|
Nuveen, LLC
|
|
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|
Beacon Capital Management, LLC
|
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|
John Hancock Premium Dividend Fund
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
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|
MLXAX - MUTUAL FUND SERIES TRUST - Catalyst MLP & Infrastructure Fund Class A
|
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|
Fifth Third Bancorp
|
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|
Ritter Daniher Financial Advisory LLC / DE
|
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|
Colonial Trust Co / SC
|
|
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|
|
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF
|
|
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|
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|
Alliancebernstein L.p.
|
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Jpmorgan Chase & Co
|
|
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|
|
RBB FUND, INC. - Aquarius International Fund
|
|
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|
HMSFX - HENNESSY FUNDS TRUST - Hennessy BP Midstream Fund Investor Class
|
|
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|
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio
|
|
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|
|
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Thornburg Income Builder Opportunities Trust
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Tortoise Capital Series Trust - TORTOISE NORTH AMERICAN PIPELINE FUND
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A
|
|
|
|
|
|
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Mondrian Investment Partners LTD
|
|
|
|
|
|
Sovereign Investment Advisors, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Cohen & Steers Infrastructure Fund Inc
|
|
|
|
|
|
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF
|
|
|
|
|
|
TPYP - Managed Portfolio Series - Tortoise North American Pipeline Fund
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
MLPX - Global X Funds - Global X MLP & Energy Infrastructure ETF
|
|
|
|
|
|
IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
Zimmer Partners, LP
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
|
|
|
|
|
Burgundy Asset Management Ltd.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
UMI - USCF ETF Trust - USCF Midstream Energy Income Fund
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
FFGCX - FIDELITY INVESTMENT TRUST - Fidelity Global Commodity Stock Fund
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
SMLPX - Ultimus Managers Trust - Westwood Salient MLP & Energy Infrastructure Fund Institutional Shares
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
|
|
FLCA - Franklin Templeton ETF Trust - Franklin FTSE Canada ETF
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund
|
|
|
|
|
|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund
|
|
|
|
|
|
IGF - iSHARES TRUST - iShares Global Infrastructure ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Tortoise Capital Advisors, L.l.c.
|
|
|
|
|
|
PRPAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM Jennison MLP Fund Class A
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
GII - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Canal Insurance CO
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
MGIFX - Gallery Trust - MONDRIAN GLOBAL LISTED INFRASTRUCTURE FUND Mondrian Global Listed Infrastructure Fund
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco SteelPath MLP & Energy Infrastructure ETF
|
|
|
|
|
|
Cushing Mlp Total Return Fund
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Manitou Investment Management Ltd.
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Tortoise Capital Series Trust - Tortoise Energy Infrastructure Total Return Fund A Class
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
