Morgan Stanley |
43 |
Millennium Management Llc |
40 |
Bank Of America Corp /de/ |
39 |
UBS Group AG |
39 |
Citadel Advisors Llc |
39 |
Royal Bank Of Canada |
38 |
Deutsche Bank Ag\ |
38 |
Goldman Sachs Group Inc |
38 |
Geode Capital Management, Llc |
38 |
Vanguard Group Inc |
38 |
Jpmorgan Chase & Co |
37 |
Wells Fargo & Company/mn |
37 |
Tower Research Capital LLC (TRC) |
37 |
Susquehanna International Group, Llp |
36 |
Citigroup Inc |
35 |
State Street Corp |
35 |
Proequities, Inc. |
35 |
BlackRock, Inc. |
34 |
Barclays Plc |
34 |
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
33 |
Northern Trust Corp |
32 |
Renaissance Technologies Llc |
31 |
Bank of New York Mellon Corp |
30 |
Credit Suisse Ag/ |
29 |
Group One Trading, L.p. |
28 |
Fmr Llc |
28 |
Dimensional Fund Advisors Lp |
28 |
Parametric Portfolio Associates Llc |
28 |
BlackRock Institutional Trust Company, N.A. |
27 |
Invesco Ltd. |
27 |
Walleye Trading LLC |
27 |
Pnc Financial Services Group, Inc. |
27 |
A.R.T. Advisors, LLC |
27 |
Jane Street Group, Llc |
27 |
Two Sigma Securities, Llc |
27 |
Bank Of Montreal /can/ |
27 |
Acadian Asset Management Llc |
26 |
New York State Common Retirement Fund |
26 |
Oxford Asset Management Llp |
26 |
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
26 |
Prelude Capital Management, Llc |
26 |
Ameriprise Financial Inc |
26 |
BlackRock Investment Management, LLC |
26 |
Advisor Group Holdings, Inc. |
26 |
Two Sigma Investments, Lp |
25 |
Simplex Trading, Llc |
25 |
American International Group, Inc. |
25 |
BlackRock Fund Advisors |
25 |
Tiaa Cref Investment Management Llc |
25 |
Bridgeway Capital Management Inc |
25 |
SG Americas Securities, LLC |
25 |
BlackRock Advisors LLC |
24 |
Bnp Paribas Arbitrage, Sa |
24 |
Wolverine Trading, Llc |
24 |
California Public Employees Retirement System |
24 |
Virtu Financial LLC |
24 |
Strs Ohio |
24 |
Teachers Advisors, Llc |
24 |
Charles Schwab Investment Management Inc |
24 |
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
24 |
Rhumbline Advisers |
24 |
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
24 |
IFP Advisors, Inc |
24 |
Manufacturers Life Insurance Company, The |
24 |
D. E. Shaw & Co., Inc. |
24 |
Ubs Ag |
24 |
Kcg Holdings, Inc. |
23 |
Gsa Capital Partners Llp |
23 |
Panagora Asset Management Inc |
23 |
Nomura Holdings Inc |
23 |
Federated Hermes, Inc. |
23 |
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
23 |
Nationwide Fund Advisors |
23 |
California State Teachers Retirement System |
23 |
Creative Planning |
23 |
Walleye Capital LLC |
22 |
Hrt Financial Lp |
22 |
Wolverine Asset Management Llc |
22 |
Boothbay Fund Management, Llc |
22 |
Alliancebernstein L.p. |
22 |
Paloma Partners Management Co |
22 |
Two Sigma Advisers, Lp |
22 |
Cutler Group LP |
22 |
Aqr Capital Management Llc |
21 |
Macquarie Group Ltd |
21 |
Ubs Asset Management Americas Inc |
21 |
Parallax Volatility Advisers, L.P. |
21 |
Ladenburg Thalmann Financial Services Inc |
21 |
Metropolitan Life Insurance Co/ny |
21 |
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
21 |
Public Employees Retirement System Of Ohio |
20 |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
20 |
BlackRock Group LTD |
20 |
PEAK6 Investments, L.P. |
20 |
Captrust Financial Advisors |
20 |
Cubist Systematic Strategies, LLC |
20 |
Verition Fund Management LLC |
20 |
Russell Investments Group, Ltd. |
20 |
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
20 |
Squarepoint Ops LLC |
20 |
Marshall Wace, Llp |
20 |
O'shaughnessy Asset Management, Llc |
20 |
Russell Frank Co/ |
20 |
Jefferies Group LLC |
20 |
Price T Rowe Associates Inc /md/ |
20 |
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
20 |
Nuveen Asset Management, LLC |
19 |
Raymond James & Associates |
19 |
Blair William & Co/il |
19 |
ProShare Advisors LLC |
19 |
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
19 |
Tudor Investment Corp Et Al |
19 |
Dynamic Technology Lab Private Ltd |
19 |
Hudson Bay Capital Management LP |
19 |
Spark Investment Management LLC |
19 |
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
19 |
Arrowstreet Capital, Limited Partnership |
19 |
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
18 |
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
18 |
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
18 |
PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
18 |
State Board Of Administration Of Florida Retirement System |
18 |
Us Bancorp \de\ |
18 |
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
18 |
Ancora Advisors, LLC |
18 |
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
18 |
Envestnet Asset Management Inc |
18 |
Voya Investment Management Llc |
18 |
Victory Capital Management Inc |
18 |
State Farm Variable Product Trust |
18 |
Prudential Financial Inc |
18 |
IWC - iSHARES TRUST - iShares Micro-Cap ETF |
18 |
State Farm Mutual Fund Trust |
18 |
Acrospire Investment Management LLC |
18 |
Allianz Asset Management GmbH |
18 |
Vanguard Index Funds |
18 |
Legal & General Group Plc |
18 |
Ground Swell Capital, LLC |
18 |
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
18 |
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
18 |
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
17 |
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
17 |
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
17 |
Huntington National Bank |
17 |
LPL Financial LLC |
17 |
Jacobs Levy Equity Management, Inc |
17 |
XTX Topco Ltd |
17 |
Teacher Retirement System Of Texas |
17 |
Northwestern Mutual Wealth Management Co |
17 |
Principal Funds Inc |
17 |
Thompson Davis & Co., Inc. |
17 |
Highbridge Capital Management Llc |
17 |
Principal Financial Group Inc |
17 |
Wellington Management Group Llp |
17 |
Swiss National Bank |
17 |
Engineers Gate Manager LP |
17 |
Alpine Global Management, LLC |
17 |
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
17 |
Norges Bank |
16 |
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
16 |
Advisor Group, Inc. |
16 |
PDT Partners, LLC |
16 |
Lazard Asset Management Llc |
16 |
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
16 |
Balyasny Asset Management Llc |
16 |
American Century Companies Inc |
16 |
Jump Financial, LLC |
16 |
Gotham Asset Management, LLC |
16 |
Sei Investments Co |
16 |
Capstone Investment Advisors, Llc |
16 |
Tfs Capital Llc |
16 |
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
16 |
Royce & Associates Lp |
16 |
Spot Trading L.L.C |
16 |
Putnam Investments Llc |
16 |
BlueCrest Capital Management Ltd |
16 |
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
16 |
PEAK6 Investments LLC |
16 |
Guggenheim Capital Llc |
16 |
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
16 |
Ameritas Investment Partners, Inc. |
16 |
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
16 |
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
16 |
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
16 |
Hbk Investments L P |
16 |
Man Group plc |
16 |
Qube Research & Technologies Ltd |
16 |
Pacer Advisors, Inc. |
16 |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
16 |
LMR Partners LLP |
15 |
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
15 |
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
15 |
Algert Global Llc |
15 |
ExodusPoint Capital Management, LP |
15 |
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
15 |
Gabelli Funds Llc |
15 |
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
15 |
Stifel Financial Corp |
15 |
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
15 |
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
15 |
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
15 |
Airain ltd |
15 |
EAM Investors, LLC |
15 |
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
15 |
Connor, Clark & Lunn Investment Management Ltd. |
15 |
Jane Street Holding, LLC |
15 |
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
15 |
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
15 |
Meeder Asset Management Inc |
15 |
Calamos Advisors LLC |
15 |
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
15 |
RidgeWorth Capital Management LLC |
15 |
MetLife Securities, Inc |
15 |
Great West Life Assurance Co /can/ |
15 |
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
15 |
Managed Account Advisors Llc |
15 |
First Horizon Advisors, Inc. |
15 |
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
14 |
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
14 |
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
14 |
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
14 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
14 |
Bessemer Group Inc |
14 |
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
14 |
Fifth Third Bancorp |
14 |
Bayesian Capital Management, LP |
14 |
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
14 |
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
14 |
Trexquant Investment LP |
14 |
BlackRock Japan Co. Ltd |
14 |
Healthcare Of Ontario Pension Plan Trust Fund |
14 |
MetLife Investment Management, LLC |
14 |
Aperio Group, LLC |
14 |
Quantbot Technologies LP |
14 |
OMERS ADMINISTRATION Corp |
14 |
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
14 |
Ellington Management Group Llc |
14 |
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
14 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
14 |
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
14 |
Amalgamated Bank |
14 |
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
14 |
Centiva Capital, LP |
14 |
First Trust Advisors Lp |
14 |
Blackrock Core Bond Trust |
13 |
Css Llc/il |
13 |
Schroder Investment Management Group |
13 |
HighTower Advisors, LLC |
13 |
State of Wyoming |
13 |
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
13 |
Eaton Vance Management |
13 |
Quadrant Capital Group Llc |
13 |
Magnetar Financial LLC |
13 |
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
13 |
Eaton Vance Ltd Duration Income Fund |
13 |
SAC Capital Advisors LP |
13 |
State Of Wisconsin Investment Board |
13 |
Glenmede Trust Co Na |
13 |
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
13 |
Brandywine Global Investment Management, LLC |
13 |
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
13 |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
13 |
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
13 |
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
13 |
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
13 |
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
13 |
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
13 |
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
13 |
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
13 |
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
13 |
Fuller & Thaler Asset Management, Inc. |
13 |
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
13 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
13 |
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
13 |
Mackay Shields Llc |
13 |
Sterling Capital Management LLC |
13 |
Essex Investment Management Co Llc |
13 |
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
13 |
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
13 |
Weiss Multi-Strategy Advisers LLC |
13 |
Marshall Wace North America L.P. |
13 |
Raymond James Financial Inc |
13 |
HAP Trading, LLC |
13 |
Gamco Investors, Inc. Et Al |
13 |
Axa S.a. |
13 |
Schonfeld Strategic Advisors LLC |
13 |
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
13 |
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
13 |
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
12 |
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
12 |
Whitebox Advisors Llc |
12 |
Susquehanna Fundamental Investments, Llc |
12 |
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
12 |
NOSGX - Northern Funds - Northern Small Cap Value Fund |
12 |
Emerald Acquisition Ltd. |
12 |
Comerica Bank |
12 |
Laurion Capital Management LP |
12 |
Dupont Capital Management Corp |
12 |
IWV - iSHARES TRUST - iShares Russell 3000 ETF |
12 |
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
12 |
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
12 |
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
12 |
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
12 |
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
12 |
Los Angeles Capital Management Llc |
12 |
Toronto Dominion Bank |
12 |
Quadrature Capital Ltd |
12 |
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
12 |
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
12 |
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
12 |
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
12 |
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
12 |
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
12 |
Nisa Investment Advisors, Llc |
12 |
Mirae Asset Global Investments Co., Ltd. |
12 |
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
12 |
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
12 |
Raymond James Financial Services Advisors, Inc. |
12 |
Capital Fund Management S.a. |
12 |
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
12 |
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
12 |
Deere & Co |
12 |
National Asset Management, Inc. |
12 |
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
12 |
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
12 |
Arizona State Retirement System |
12 |
Cornerstone Capital Management Holdings Llc. |
12 |
J. Goldman & Co LP |
12 |
Janus Henderson Group Plc |
12 |
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
12 |
New America High Income Fund Inc |
12 |
Thrivent Financial For Lutherans |
12 |
First Republic Investment Management, Inc. |
12 |
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
12 |
SBI Securities Co., Ltd. |
12 |
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
12 |
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
12 |
Steward Partners Investment Advisory, Llc |
12 |
VDAFX - VALIC Co I - Dynamic Allocation Fund |
12 |
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
12 |
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
12 |
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
12 |
Global Income Builder Portfolio - Global Income Builder Portfolio |
12 |
Signaturefd, Llc |
12 |
Driehaus Capital Management Llc |
12 |
Nine Chapters Capital Management LLC |
12 |
Blackrock Ltd Duration Income Trust |
12 |
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
12 |
Zurcher Kantonalbank (Zurich Cantonalbank) |
12 |
Blackrock Credit Allocation Income Trust |
12 |
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
12 |
Cwm, Llc |
12 |
Canada Pension Plan Investment Board |
12 |
Alambic Investment Management, L.P. |
12 |
Covestor Ltd |
12 |
Advisory Services Network, LLC |
11 |
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
11 |
Manchester Capital Management LLC |
11 |
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
11 |
Dynamic Technology Lab Pte Ltd |
11 |
Dorsey Wright & Associates |
11 |
Cadence Capital Management Llc |
11 |
CIBC Private Wealth Group, LLC |
11 |
Teachers Retirement System Of The State Of Kentucky |
11 |
Levin Capital Strategies, L.p. |
11 |
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
11 |
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
11 |
Fiera Capital Corp |
11 |
Landscape Capital Management, L.l.c. |
11 |
Turner Investments, L.p. |
11 |
Hillsdale Investment Management Inc. |
11 |
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
11 |
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
11 |
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
11 |
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
11 |
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
11 |
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
11 |
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
11 |
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
11 |
Allworth Financial LP |
11 |
Parallel Advisors, LLC |
11 |
TCI Wealth Advisors, Inc. |
11 |
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
11 |
Cowen Group, Inc. |
11 |
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
11 |
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
11 |
Bogle Investment Management L P /de/ |
11 |
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
11 |
Ergoteles LLC |
11 |
K2 Principal Fund, L.p. |
11 |
FNY Investment Advisers, LLC |
11 |
Moore Capital Management, Lp |
11 |
Hutchin Hill Capital, LP |
11 |
Blackrock Multi-sector Income Trust |
11 |
Franklin Resources Inc |
11 |
Allspring Global Investments Holdings, LLC |
11 |
MUFG Americas Holdings Corp |
11 |
Paradigm Asset Management Co Llc |
11 |
Piedmont Investment Advisors Llc |
11 |
GWM Advisors LLC |
11 |
Boston Partners |
11 |
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
11 |
Polar Asset Management Partners Inc. |
11 |
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
11 |
Hsbc Holdings Plc |
11 |
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
11 |
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
11 |
Globeflex Capital L P |
11 |
GAMMA Investing LLC |
11 |
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
11 |
Private Advisor Group, LLC |
11 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
11 |
Clear Street Markets Llc |
11 |
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
11 |
Lord, Abbett & Co. Llc |
11 |
Winton Capital Group Ltd |
11 |
Alpha Paradigm Partners, LLC |
11 |
Vantagepoint Funds |
11 |
Sawtooth Solutions, LLC |
11 |
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
11 |
Larson Financial Group LLC |
11 |
High Income Opportunities Portfolio - High Income Opportunities Portfolio |
11 |
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
11 |
EverSource Wealth Advisors, LLC |
11 |
D.a. Davidson & Co. |
11 |
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
11 |
Point72 Hong Kong Ltd |
11 |
Griffin Institutional Access Credit Fund |
11 |
BNP Paribas Asset Management Holding S.A. |
11 |
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
11 |
RBF Capital, LLC |
11 |
Blackrock Corporate High Yield Fund, Inc. |
11 |
Y-Intercept (Hong Kong) Ltd |
11 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
11 |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
11 |
Oppenheimer Funds Inc |
11 |
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
11 |
National Bank Of Canada /fi/ |
10 |
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
10 |
Farther Finance Advisors, LLC |
10 |
Amalgamated Financial Corp. |
10 |
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
10 |
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
10 |
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
10 |
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
10 |
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
10 |
Public Employees Retirement Association Of Colorado |
10 |
Picton Mahoney Asset Management |
10 |
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
10 |
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
10 |
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
10 |
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
10 |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
10 |
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
10 |
Ajo, Lp |
10 |
American Portfolios Advisors |
10 |
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
10 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
10 |
FDx Advisors, Inc. |
10 |
Ubs Oconnor Llc |
10 |
Gabelli Multimedia Trust Inc. |
10 |
New York State Teachers Retirement System |
10 |
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
10 |
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
10 |
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
10 |
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
10 |
Credit Agricole S A |
10 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
10 |
Tiaa-cref Funds |
10 |
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
10 |
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
10 |
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
10 |
Point72 Asset Management, L.P. |
10 |
Oppenheimer & Co Inc |
10 |
Cnh Partners Llc |
10 |
Sculptor Capital LP |
10 |
Atria Investments Llc |
10 |
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
10 |
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
10 |
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
10 |
Hartland & Co., LLC |
10 |
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
10 |
Neuberger Berman Group LLC |
10 |
Graham Capital Management, L.P. |
10 |
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
10 |
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
10 |
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
10 |
College Retirement Equities Fund |
10 |
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
10 |
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
10 |
Virginia Retirement Systems Et Al |
10 |
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
10 |
Federation des caisses Desjardins du Quebec |
10 |
NumerixS Investment Technologies Inc |
10 |
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
10 |
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
10 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
10 |
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
10 |
PENN SERIES FUNDS INC - International Equity Fund |
10 |
Guggenheim Active Allocation Fund |
10 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
10 |
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
10 |
PENN SERIES FUNDS INC - Small Cap Index Fund |
10 |
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
10 |
Alliancebernstein Global High Income Fund Inc |
10 |
Caitong International Asset Management Co., Ltd |
10 |
Old Mission Capital Llc |
10 |
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
10 |
Caption Management, LLC |
10 |
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
10 |
Mackenzie Financial Corp |
10 |
Wells Fargo Multi-sector Income Fund |
10 |
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
10 |
General Motors Investment Management Corp |
10 |
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
10 |
Stevens Capital Management Lp |
10 |
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
10 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
10 |
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
10 |
Assenagon Asset Management S.A. |
10 |
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
10 |
G2 Investment Partners Management LLC |
10 |
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
10 |
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
10 |
Glazer Capital, Llc |
10 |
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
10 |
IWM - iSHARES TRUST - iShares Russell 2000 ETF |
10 |
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
10 |
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
10 |
VCSLX - VALIC Co I - Small Cap Index Fund |
10 |
Occudo Quantitative Strategies Lp |
10 |
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
10 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
10 |
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
10 |
FineMark National Bank & Trust |
10 |
Jefferies Financial Group Inc. |
10 |
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
10 |
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
10 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
10 |
Stone Ridge Asset Management LLC |
10 |
Wealthspire Advisors, L.P. |
10 |
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
10 |
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
10 |
SRS Capital Advisors, Inc. |
10 |
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
10 |
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
10 |
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
10 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
10 |
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
10 |
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
10 |
GAM Holding AG |
10 |
Zacks Investment Management |
10 |
Aquatic Capital Management LLC |
10 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
10 |
NEXT Financial Group, Inc |
10 |
Truist Financial Corp |
10 |
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
10 |
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
10 |
NSIDX - Northern Funds - Northern Small Cap Index Fund |
10 |
Aigen Investment Management, Lp |
10 |
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
10 |
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
9 |
Symmetry Peak Management Llc |
9 |
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
9 |
Whittier Trust Co |
9 |
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
9 |
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
9 |
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
9 |
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
9 |
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
9 |
FLDFX - Meeder Funds - BALANCED FUND Retail Class |
9 |
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
9 |
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
9 |
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
9 |
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
9 |
Assetmark, Inc |
9 |
Advisors Asset Management, Inc. |
9 |
Ronald Blue Trust, Inc. |
9 |
BBT Capital Management, LLC |
9 |
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
9 |
ETRADE Capital Management LLC |
9 |
Belvedere Trading LLC |
9 |
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
9 |
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
9 |
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
9 |
Cambridge Investment Research Advisors, Inc. |
9 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
9 |
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
9 |
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
9 |
Vanguard World Fund |
9 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
9 |
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
9 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
9 |
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
9 |
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
9 |
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
9 |
Lindbrook Capital, Llc |
9 |
Freestone Capital Holdings, LLC |
9 |
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
9 |
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
9 |
Quantamental Technologies LLC |
9 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
9 |
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
9 |
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
9 |
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
9 |
AMP Capital Investors Ltd |
9 |
Element Capital Management Llc |
9 |
Profunds - Profund Vp Ultrasmall-cap |
9 |
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
9 |
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
9 |
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
9 |
Mariner, LLC |
9 |
Profunds - Profund Vp Small-cap |
9 |
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
9 |
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
9 |
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
9 |
Martingale Asset Management L P |
9 |
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
9 |
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
9 |
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
9 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
9 |
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
9 |
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
9 |
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
9 |
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
9 |
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
9 |
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
9 |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
9 |
Prospera Financial Services Inc |
9 |
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
9 |
Kennedy Capital Management, Inc. |
9 |
Sowell Financial Services LLC |
9 |
Geneos Wealth Management Inc. |
9 |
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
9 |
Northern Trust Co Of Connecticut |
9 |
Alyeska Investment Group, L.P. |
9 |
Campbell & CO Investment Adviser LLC |
9 |
Analytic Investors, LLC |
9 |
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
9 |
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
9 |
Rockefeller Capital Management L.P. |
9 |
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
9 |
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
9 |
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
9 |
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. |
9 |
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
9 |
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
9 |
Bluefin Capital Management, Llc |
9 |
Prudential Short Duration High Yield Fund, Inc. |
9 |
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
9 |
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
9 |
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
9 |
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
9 |
Fox Run Management, L.l.c. |
9 |
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
9 |
Catalyst Capital Advisors LLC |
9 |
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
9 |
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
9 |
Suntrust Banks Inc |
9 |
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
9 |
Blackrock Debt Strategies Fund, Inc. |
9 |
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
9 |
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
9 |
Scotia Capital Inc. |
9 |
Caxton Associates Lp |
9 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio |
9 |
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
9 |
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
9 |
Brown Advisory Inc |
9 |
Commonwealth Equity Services, Llc |
9 |
Belpointe Asset Management LLC |
9 |
Visium Asset Management, LP |
9 |
Delpha Capital Management, Llc |
9 |
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
9 |
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
9 |
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
9 |
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
9 |
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
9 |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
9 |
MAI Capital Management |
9 |
QS Investors, LLC |
9 |
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
9 |
Cowen And Company, Llc |
9 |
Alberta Investment Management Corp |
9 |
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
9 |
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
9 |
Numeric Investors Llc |
9 |
First Mercantile Trust Co |
9 |
Janney Montgomery Scott LLC |
9 |
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
9 |
Spire Wealth Management |
9 |
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
9 |
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
9 |
Loomis Sayles & Co L P |
9 |
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
9 |
Stratos Wealth Partners, LTD. |
9 |
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
9 |
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
9 |
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
9 |
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund |
9 |
Oppenheimer Asset Management Inc. |
9 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
9 |
Boston Private Wealth Llc |
9 |
Elk Creek Partners, LLC |
8 |
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
8 |
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
8 |
Longfellow Investment Management Co Llc |
8 |
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
8 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
8 |
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
8 |
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
8 |
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
8 |
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
8 |
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
8 |
Pine River Capital Management L.P. |
8 |
Timber Hill LLC |
8 |
Nuveen, LLC |
8 |
Point72 Asia (Singapore) Pte. Ltd. |
8 |
Private Capital Group, LLC |
8 |
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
8 |
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
8 |
John Hancock Income Securities Trust |
8 |
Cetera Advisor Networks LLC |
8 |
Pinnacle Associates Ltd |
8 |
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
8 |
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
8 |
Mason Street Advisors, Llc |
8 |
DRW Securities, LLC |
8 |
Soros Fund Management Llc |
8 |
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
8 |
Vident Investment Advisory, LLC |
8 |
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
8 |
Tfs Capital Investment Trust |
8 |
Clearline Capital LP |
8 |
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
8 |
Intech Investment Management Llc |
8 |
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
8 |
Municipal Employees' Retirement System of Michigan |
8 |
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
8 |
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
8 |
Cerity Partners LLC |
8 |
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
8 |
MYDA Advisors LLC |
8 |
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
8 |
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
8 |
First Quadrant L P/ca |
8 |
Tocqueville Asset Management L.p. |
8 |
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
8 |
State of Tennessee, Treasury Department |
8 |
Wells Fargo Income Opportunities Fund |
8 |
Clear Harbor Asset Management, LLC |
8 |
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
8 |
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
8 |
State of New Jersey Common Pension Fund D |
8 |
Shaolin Capital Management LLC |
8 |
ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
8 |
Massachusetts Financial Services Co /ma/ |
8 |
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
8 |
Mercer Global Advisors Inc /adv |
8 |
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
8 |
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
8 |
CoreCap Advisors, LLC |
8 |
M&t Bank Corp |
8 |
Natixis |
8 |
Wells Fargo Global Dividend Opportunity Fund |
8 |
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
8 |
Glg Llc |
8 |
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
8 |
GLG Partners LP |
8 |
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
8 |
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
8 |
Eagle Asset Management Inc |
8 |
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
8 |
King Luther Capital Management Corp |
8 |
Fortitude Family Office, LLC |
8 |
United Services Automobile Association |
8 |
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
8 |
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
8 |
Coppell Advisory Solutions LLC |
8 |
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
8 |
Loeb Offshore Management LP |
8 |
Diametric Capital, LP |
8 |
Petrus Trust Company, LTA |
8 |
Amundi |
8 |
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
8 |
Oberweis Asset Management Inc/ |
8 |
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
8 |
Resources Investment Advisors, LLC. |
8 |
Financial Architects, Inc |
8 |
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
8 |
Tcs Capital Management Llc |
8 |
Td Asset Management Inc |
8 |
Parkside Financial Bank & Trust |
8 |
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
8 |
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
8 |
KBC Group NV |
8 |
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
8 |
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
8 |
AE Wealth Management LLC |
8 |
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
8 |
Sei Trust Co |
8 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
8 |
Advanced Series Trust - Ast High Yield Portfolio |
8 |
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
8 |
Wasatch Advisors Inc |
8 |
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
8 |
Oppenheimer Etf Trust |
8 |
Police & Firemen's Retirement System of New Jersey |
8 |
Nuveen Credit Strategies Income Fund |
8 |
Quantitative Systematic Strategies LLC |
8 |
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
8 |
Blueshift Asset Management, LLC |
8 |
ClariVest Asset Management LLC |
8 |
Dark Forest Capital Management Lp |
8 |
Nordea Investment Management Ab |
8 |
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
8 |
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
8 |
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
8 |
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
8 |
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
8 |
FNY Partners Fund LP |
8 |
First New York Securities Llc /ny |
8 |
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
8 |
VTCAX - VANGUARD WORLD FUND - Vanguard Communication Services Index Fund Admiral Shares |
8 |
Lombard Odier Asset Management (USA) Corp |
8 |
Clark Estates Inc/ny |
8 |
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
8 |
Independent Portfolio Consultants, Inc. |
8 |
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
8 |
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
8 |
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
8 |
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
8 |
Pictet Asset Management Ltd |
8 |
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
8 |
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
8 |
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
8 |
Menta Capital Llc |
8 |
Connor Clark & Lunn Investment Management Ltd |
8 |
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
8 |
Weiss Strategic Interval Fund |
8 |
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
8 |
Private Trust Co Na |
8 |
Capital Advisors, Ltd. LLC |
8 |
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
8 |
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
8 |
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
8 |
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
8 |
Irish Life Investment Managers Ltd. |
8 |
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
8 |
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
8 |
FCOM - FIDELITY COVINGTON TRUST - Fidelity MSCI Communication Services Index ETF |
8 |
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
8 |
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
8 |
Versant Capital Management, Inc |
7 |
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
7 |
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class |
7 |
Cantor Fitzgerald, L. P. |
7 |
Grantham, Mayo, Van Otterloo & Co. LLC |
7 |
Wells Fargo Utilities & High Income Fund |
7 |
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
7 |
Claymore Exchange-traded Fund Trust |
7 |
Harbour Investments, Inc. |
7 |
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
7 |
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
7 |
Weiss Asset Management LP |
7 |
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
7 |
GABELLI & Co INVESTMENT ADVISERS, INC. |
7 |
Water Island Capital Llc |
7 |
SG3 Management, LLC |
7 |
Hartford Mutual Funds Inc/ct |
7 |
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
7 |
Spot Trading L.l.c. |
7 |
Six Circles Trust - Six Circles Credit Opportunities Fund |
7 |
Voloridge Investment Management, Llc |
7 |
Public Sector Pension Investment Board |
7 |
Gilder Gagnon Howe & Co Llc |
7 |
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
7 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
7 |
Reilly Financial Advisors, Llc |
7 |
Asset Management One Co., Ltd. |
7 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
7 |
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
7 |
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
7 |
Aristeia Capital Llc |
7 |
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
7 |
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
7 |
APG Asset Management N.V. |
7 |
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
7 |
Lucus Advisors Llc |
7 |
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
7 |
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
7 |
Synovus Financial Corp |
7 |
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
7 |
Adage Capital Partners Gp, L.l.c. |
7 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
7 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
7 |
Princeton Alpha Management LP |
7 |
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
7 |
MML Series Investment Fund II - MML High Yield Fund Class II |
7 |
Shepherd Kaplan Krochuk, Llc |
7 |
Glassman Wealth Services |
7 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
7 |
Portolan Capital Management, LLC |
7 |
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
7 |
Diker Management Llc |
7 |
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
7 |
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
7 |
CAPROCK Group, Inc. |
7 |
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
7 |
Smith Asset Management Group Lp |
7 |
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
7 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
7 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
7 |
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
7 |
WFG Advisors, LP |
7 |
Archford Capital Strategies, LLC |
7 |
Brevan Howard Capital Management LP |
7 |
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
7 |
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
7 |
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
7 |
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
7 |
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
7 |
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
7 |
Hancock Whitney Corp |
7 |
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
7 |
Ardsley Advisory Partners Lp |
7 |
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
7 |
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
7 |
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
7 |
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
7 |
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
7 |
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
7 |
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
7 |
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
7 |
Capstone Asset Management Co |
7 |
Capital World Investors |
7 |
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
7 |
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
7 |
1832 Asset Management L.P. |
7 |
Clearbridge Investments, LLC |
7 |
Campbell Multi-strategy Trust |
7 |
Integral Derivatives, LLC |
7 |
Leap Investments Lp |
7 |
Invictus RG Pte. Ltd. |
7 |
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
7 |
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
7 |
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A |
7 |
Oregon Public Employees Retirement Fund |
7 |
State Of Michigan Retirement System |
7 |
Toroso Investments, LLC |
7 |
Cresset Asset Management, LLC |
7 |
SLPIX - Profunds - Small-cap Profund Investor Class |
7 |
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
7 |
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
7 |
Global Retirement Partners, LLC |
7 |
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II |
7 |
EAM Global Investors LLC |
7 |
Allen Investment Management LLC |
7 |
Bailard, Inc. |
7 |
AdvisorNet Financial, Inc |
7 |
Summit Trail Advisors, Llc |
7 |
Berman Capital Advisors, LLC |
7 |
Linden Advisors Lp |
7 |
Exchange Traded Concepts, Llc |
7 |
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
7 |
Rehmann Capital Advisory Group |
7 |
Zazove Associates Llc |
7 |
Quinn Opportunity Partners LLC |
7 |
Keybank National Association/oh |
7 |
Jones Financial Companies Lllp |
7 |
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class |
7 |
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
7 |
Cannell Capital Llc |
7 |
Franklin Ltd Duration Income Trust |
7 |
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
7 |
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
7 |
Gradient Investments LLC |
7 |
Fred Alger Management, Llc |
7 |
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
7 |
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
7 |
Relative Value Fund |
7 |
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
7 |
Ivy High Income Opportunities Fund |
7 |
Calamos Global Dynamic Income Fund |
7 |
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
7 |
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
7 |
C M Bidwell & Associates Ltd |
7 |
Rydex Etf Trust |
7 |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
7 |
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
7 |
Winslow, Evans & Crocker, Inc. |
7 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
7 |
John Hancock Investors Trust |
7 |
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
7 |
Compagnie Lombard Odier SCmA |
7 |
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
7 |
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 |
7 |
WHIAX - IVY FUNDS - Ivy High Income Fund Class A |
7 |
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
7 |
Pnc Funds |
7 |
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
7 |
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
7 |
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
7 |
Klp Kapitalforvaltning As |
7 |
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
7 |
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
7 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
7 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
7 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
7 |
Louisiana State Employees Retirement System |
7 |
Wealthfront Inc |
7 |
Stifel Nicolaus & Co Inc \mo\ |
7 |
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
7 |
JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
7 |
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
7 |
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
7 |
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
7 |
Rothschild Investment Llc |
7 |
Corebridge Financial, Inc. |
7 |
Enterprise Financial Services Corp |
7 |
Point72 (DIFC) Ltd |
7 |
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
7 |
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
7 |
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
7 |
Stoneridge Investment Partners Llc |
7 |
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
7 |
People's United Financial, Inc. |
7 |
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
7 |
Nicholas Investment Partners, LP |
7 |
EntryPoint Capital, LLC |
7 |
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
7 |
Quest Partners LLC |
7 |
Jennison Associates Llc |
7 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
7 |
John Hancock Hedged Equity & Income Fund |
7 |
Commonwealth Equity Services, Inc |
7 |
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
7 |
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
7 |
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
7 |
Rotella Capital Management, Inc. |
7 |
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
7 |
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
7 |
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
7 |
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
7 |
HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
7 |
AHL Partners LLP |
7 |
Ieq Capital, Llc |
7 |
Massmutual Trust Co Fsb/adv |
7 |
Handelsbanken Fonder AB |
7 |
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
7 |
BlackRock Credit Strategies Fund |
7 |
Kerrisdale Advisers, LLC |
7 |
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
7 |
True Wealth Design, LLC |
7 |
683 Capital Management, LLC |
7 |
Quarry LP |
7 |
Shell Asset Management Co |
7 |
Woodline Partners LP |
7 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
7 |
Systematic Financial Management Lp |
7 |
Ensign Peak Advisors, Inc |
7 |
Chicago Equity Partners Llc |
7 |
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A |
7 |
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
7 |
Waddell & Reed Financial Inc |
7 |
Qs Batterymarch Financial Management, Inc |
7 |
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
7 |
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
7 |
Thompson Siegel & Walmsley Llc |
7 |
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
7 |
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
7 |
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
7 |
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
7 |
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A |
7 |
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
7 |
Profund Advisors Llc |
7 |
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
7 |
PPM Funds - PPM High Yield Core Fund (Inst) |
7 |
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
7 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
6 |
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
6 |
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
6 |
Tradewinds Capital Management, LLC |
6 |
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
6 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
6 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
6 |
Plante Moran Financial Advisors, LLC |
6 |
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
6 |
Highland Capital Management Lp |
6 |
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
6 |
CI Private Wealth, LLC |
6 |
MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
6 |
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
6 |
Empowered Funds, LLC |
6 |
United Capital Financial Advisers, Llc |
6 |
Vestcor Inc |
6 |
Renaissance Group Llc |
6 |
Delta Asset Management Llc/tn |
6 |
International Assets Investment Management, Llc |
6 |
Virtus Global Multi-sector Income Fund |
6 |
Lenox Wealth Management, Inc. |
6 |
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
6 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
6 |
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
6 |
Flow Traders U.s. Llc |
6 |
Prudential Plc |
6 |
Clear Street Llc |
6 |
FNY Managed Accounts LLC |
6 |
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
6 |
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
6 |
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
6 |
Brinker Capital Inc |
6 |
BNP Paribas Investment Partners S.A. |
6 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
6 |
Pitcairn Co |
6 |
Advent Claymore Convertible Securities & Income Fund |
6 |
VTL Associates, LLC |
6 |
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
6 |
Sonora Investment Management, LLC |
6 |
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
6 |
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I |
6 |
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund |
6 |
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
6 |
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
6 |
QCVAX - Clearwater Investment Trust - Clearwater International Fund |
6 |
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
6 |
Wedbush Securities Inc |
6 |
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
6 |
Texas Permanent School Fund |
6 |
Timpani Capital Management LLC |
6 |
Toth Financial Advisory Corp |
6 |
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
6 |
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
6 |
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
6 |
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
6 |
Epoch Investment Partners, Inc. |
6 |
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
6 |
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
6 |
Delaware Enhanced Global Dividend & Income Fund |
6 |
Stanley-Laman Group, Ltd. |
6 |
Karp Capital Management Corp |
6 |
Hennessy Advisors Inc |
6 |
Stephens Inc /ar/ |
6 |
Baird Financial Group, Inc. |
6 |
Ci Investments Inc. |
6 |
Arkadios Wealth Advisors |
6 |
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
6 |
Hussman Strategic Advisors, Inc. |
6 |
Eqis Capital Management, Inc. |
6 |
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
6 |
Hotchkis & Wiley Capital Management Llc |
6 |
Global X Management CO LLC |
6 |
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
6 |
RMB Capital Management, LLC |
6 |
Elite Wealth Management, Inc. |
6 |
Mirabella Financial Services Llp |
6 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
6 |
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C |
6 |
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
6 |
Banque Pictet & Cie Sa |
6 |
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
6 |
Cipher Capital LP |
6 |
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
6 |
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
6 |
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
6 |
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
6 |
Hantz Financial Services, Inc. |
6 |
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
6 |
First Manhattan Co |
6 |
Marathon Trading Investment Management LLC |
6 |
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
6 |
Virtus Global Dividend & Income Fund Inc. |
6 |
XHYT - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF |
6 |
Palisade Capital Management Llc/nj |
6 |
Smartleaf Asset Management LLC |
6 |
Ing Groep Nv |
6 |
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
6 |
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
6 |
Coldstream Capital Management Inc |
6 |
Boston Income Portfolio - Boston Income Portfolio |
6 |
Invesco High Income Trust Ii |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
6 |
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
6 |
IndexIQ Advisors LLC |
6 |
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
6 |
World Asset Management Inc |
6 |
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
6 |
Principal Securities, Inc. |
6 |
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
6 |
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
6 |
Quantitative Investment Management, LLC |
6 |
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
6 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
6 |
Jnl Variable Fund Llc - Jnl/mellon Communication Services Sector Fund (a) |
6 |
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A |
6 |
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
6 |
MERVX - MERGER FUND VL - The Merger Fund VL |
6 |
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS |
6 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
6 |
Erste Asset Management GmbH |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
6 |
Pioneer Diversified High Income Trust |
6 |
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
6 |
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
6 |
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
6 |
Penserra Capital Management LLC |
6 |
R&F Capital Advisors LP |
6 |
CIBC Asset Management Inc |
6 |
Intrinsic Edge Capital Management LLC |
6 |
Yousif Capital Management, Llc |
6 |
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
6 |
Lsv Asset Management |
6 |
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
6 |
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
6 |
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
6 |
Passport Capital, LLC |
6 |
Zeke Capital Advisors, Llc |
6 |
Meteora Capital, LLC |
6 |
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
6 |
Bamco Inc /ny/ |
6 |
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
6 |
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
6 |
Weld Capital Management Llc |
6 |
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
6 |
Westchester Capital Management, LLC |
6 |
Global X Funds |
6 |
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
6 |
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
6 |
Evercore Wealth Management, LLC |
6 |
Bogart Wealth, LLC |
6 |
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
6 |
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
6 |
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
6 |
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
6 |
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
6 |
Profunds - Profund Vp Oil & Gas |
6 |
Kestra Advisory Services, LLC |
6 |
Prudential Global Short Duration High Yield Fund, Inc. |
6 |
Counterpoint Mutual Funds LLC |
6 |
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
6 |
Oaktree Capital Management Lp |
6 |
Teton Advisors, Inc. |
6 |
Parametrica Management Ltd |
6 |
Kepos Capital LP |
6 |
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
6 |
Concourse Capital Management, LLC |
6 |
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
6 |
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
6 |
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
6 |
Capital Performance Advisors Llp |
6 |
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
6 |
Societe Generale |
6 |
SECOR Capital Advisors, LP |
6 |
Bokf, Na |
6 |
Valeo Financial Advisors, LLC |
6 |
Eidelman Virant Capital |
6 |
ArrowMark Colorado Holdings LLC |
6 |
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
6 |
Gts Securities Llc |
6 |
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
6 |
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
6 |
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
6 |
Cetera Investment Advisers |
6 |
Cornercap Investment Counsel Inc |
6 |
Cibc World Markets Corp |
6 |
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
6 |
Humankind Benefit Corp - Humankind US Stock ETF |
6 |
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I |
6 |
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
6 |
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
6 |
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
6 |
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
6 |
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
6 |
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
6 |
Liberty Mutual Group Asset Management Inc. |
6 |
B. Riley Financial, Inc. |
6 |
Dreyfus High Yield Strategies Fund |
6 |
Mizuho Securities Usa Llc |
6 |
Ab Pooling Portfolios |
6 |
FundVantage Trust - Verplanck Balanced Fund |
6 |
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
6 |
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
6 |
GIMFX - GMO TRUST - GMO Implementation Fund |
6 |
Centaurus Financial, Inc. |
6 |
Independent Advisor Alliance |
6 |
Regions Financial Corp |
6 |
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
6 |
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
6 |
Bb&t Securities, Llc |
6 |
Peak6 Llc |
6 |
Columbus Circle Investors |
6 |
RWC Asset Management LLP |
6 |
Invictus RG |
6 |
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
6 |
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
6 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
6 |
Miller Value Partners, Llc |
6 |
Sound Income Strategies, LLC |
6 |
Franklin Universal Trust |
6 |
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
6 |
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
6 |
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
6 |
Pioneer High Income Trust |
6 |
Manning & Napier Advisors Llc |
6 |
EverPoint Asset Management, LLC |
6 |
Lenox Wealth Advisors, LLC |
6 |
Farmers & Merchants Investments Inc |
6 |
JustInvest LLC |
6 |
Wipfli Financial Advisors Llc, |
6 |
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
6 |
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
6 |
Pathstone Family Office, Llc |
6 |
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
6 |
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
6 |
Bridgefront Capital, LLC |
6 |
Assured Investment Management LLC |
6 |
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
6 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
6 |
Shannon River Fund Management LLC |
6 |
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A |
6 |
Bluefin Trading, LLC |
6 |
Calamos Dynamic Convertible & Income Fund |
6 |
Park West Asset Management LLC |
6 |
Calamos Convertible & High Income Fund |
6 |
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
6 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
6 |
Calamos Convertible Opportunities & Income Fund |
6 |
CenterBook Partners LP |
6 |
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
6 |
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
6 |
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
6 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
6 |
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
6 |
New York Life Investment Management Llc |
6 |
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
6 |
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
6 |
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
6 |
Sofos Investments, Inc. |
6 |
IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
6 |
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
6 |
Zweig-DiMenna Associates LLC |
6 |
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
6 |
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
6 |
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. |
6 |
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
6 |
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
6 |
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
6 |
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
6 |
Nomura Asset Management Co Ltd |
6 |
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares |
6 |
Trust Co Of Vermont |
6 |
Howe & Rusling Inc |
6 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
6 |
Ellevest, Inc. |
6 |
Polar Capital LLP |
6 |
Rivernorth Opportunities Fund, Inc. |
6 |
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
6 |
MBOVX - M FUND INC - M Large Cap Value Fund |
6 |
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
6 |
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
6 |
Denali Advisors Llc |
6 |
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
6 |
Old Mutual Customised Solutions (proprietary) Ltd |
6 |
Pearl River Capital, LLC |
6 |
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
6 |
Westpac Banking Corp |
6 |
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
5 |
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
5 |
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 |
5 |
SA FUNDS INVESTMENT TRUST - SA International Value Fund |
5 |
Koshinski Asset Management, Inc. |
5 |
Integrated Wealth Management |
5 |
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
5 |
Cetera Advisors LLC |
5 |
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
5 |
First Horizon Corp |
5 |
Fortis Advisors, LLC |
5 |
Knight Capital Group, Inc. |
5 |
Worth Venture Partners, LLC |
5 |
Ritholtz Wealth Management |
5 |
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
5 |
Allianzgi Diversified Income & Convertible Fund |
5 |
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
5 |
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
5 |
Rational Advisors Llc |
5 |
Patriot Financial Group Insurance Agency, LLC |
5 |
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
5 |
JNL SERIES TRUST - JNL/Mellon Communication Services Sector Fund (I) |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
5 |
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
5 |
Kings Point Capital Management |
5 |
Delphi Management Inc /ma/ |
5 |
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
5 |
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
5 |
International Value Advisers, LLC |
5 |
Hexagon Capital Partners LLC |
5 |
Edmond De Rothschild Holding S.a. |
5 |
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K |
5 |
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
5 |
IHT Wealth Management, LLC |
5 |
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
5 |
Pimco Income Strategy Fund |
5 |
CastleKnight Management LP |
5 |
Sequoia Financial Advisors, LLC |
5 |
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
5 |
Corton Capital Inc. |
5 |
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
5 |
Nuveen Short Duration Credit Opportunities Fund |
5 |
Atlantic Trust, LLC |
5 |
Pimco Corporate & Income Opportunity Fund |
5 |
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 |
5 |
Nuveen Floating Rate Income Opportunity Fund |
5 |
Pimco Corporate & Income Strategy Fund |
5 |
Nuveen Floating Rate Income Fund |
5 |
Gupta Wealth Management LLC |
5 |
Acap Strategic Fund |
5 |
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
5 |
Covington Capital Management |
5 |
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
5 |
Lombard Odier Asset Management (Europe) Ltd |
5 |
MASTER BOND LLC - Master Total Return Portfolio |
5 |
Ativo Capital Management LLC |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
5 |
River & Mercantile Asset Management Llp |
5 |
Tibra Equities Europe Ltd |
5 |
Horrell Capital Management, Inc. |
5 |
Legacy Financial Advisors, Inc. |
5 |
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
5 |
Ridgeworth Funds |
5 |
Crewe Advisors LLC |
5 |
QCM Cayman, Ltd. |
5 |
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
5 |
Financial Gravity Companies, Inc. |
5 |
Holocene Advisors, LP |
5 |
HGC Investment Management Inc. |
5 |
Quantum Capital Management |
5 |
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
5 |
CWM Advisors, LLC |
5 |
Glg Inc. |
5 |
AHIVX - American Century Investment Trust - High Income Fund Investor Class |
5 |
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
5 |
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
5 |
Creative Financial Designs Inc /adv |
5 |
BRYN MAWR TRUST Co |
5 |
Dialectic Capital Management, Lp |
5 |
PineBridge Investments, L.P. |
5 |
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares |
5 |
Blackstone / Gso Floating Rate Enhanced Income Fund |
5 |
Clearbridge, Llc |
5 |
Segall Bryant & Hamill, Llc |
5 |
Commonwealth Bank Of Australia |
5 |
Calamos Strategic Total Return Fund |
5 |
Scopus Asset Management, L.p. |
5 |
B. Metzler seel. Sohn & Co. AG |
5 |
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
5 |
Cvi Holdings, Llc |
5 |
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
5 |
Luxor Capital Group, LP |
5 |
Absolute Return Capital, LLC |
5 |
Truvestments Capital Llc |
5 |
Seven Eight Capital, Lp |
5 |
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
5 |
Commerzbank Aktiengesellschaft /fi |
5 |
Great Lakes Advisors, Llc |
5 |
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
5 |
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
5 |
Wedge Capital Management L L P/nc |
5 |
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
5 |
GGME - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Media ETF |
5 |
Leonard Capital Management, Inc |
5 |
Advisory Research Inc |
5 |
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
5 |
Bryn Mawr Capital Management Inc |
5 |
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
5 |
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
5 |
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
5 |
Atom Investors LP |
5 |
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
5 |
First Midwest Bank Trust Division |
5 |
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
5 |
Bb&t Investment Services, Inc. |
5 |
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y |
5 |
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
5 |
Kore Private Wealth LLC |
5 |
IMC-Chicago, LLC |
5 |
CIBC World Markets Inc. |
5 |
Yorktown Management & Research Co Inc |
5 |
Amundi Pioneer Asset Management Inc |
5 |
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. |
5 |
Rivernorth Capital Management, Llc |
5 |
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
5 |
GPS Wealth Strategies Group, LLC |
5 |
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A |
5 |
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
5 |
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
5 |
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
5 |
Beaconlight Capital, Llc |
5 |
Robeco Institutional Asset Management B.V. |
5 |
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
5 |
Neuberger Berman High Yield Strategies Fund Inc. |
5 |
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
5 |
Folger Hill Asset Management LP |
5 |
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
5 |
Hamilton Lane Advisors Llc |
5 |
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
5 |
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
5 |
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
5 |
Wealth Enhancement Advisory Services, Llc |
5 |
Smithfield Trust Co |
5 |
Allianzgi Convertible & Income Fund |
5 |
Regal Investment Advisors LLC |
5 |
Advisors Preferred, LLC |
5 |
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
5 |
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
5 |
EBI - RBB Fund Trust - Longview Advantage ETF |
5 |
Evoke Wealth, Llc |
5 |
Jfs Wealth Advisors, Llc |
5 |
Janus Capital Management Llc |
5 |
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
5 |
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A |
5 |
S Squared Technology, LLC |
5 |
Yakira Capital Management, Inc. |
5 |
Bridgewater Associates, LP |
5 |
Brookstone Capital Management |
5 |
Allianzgi Convertible & Income Fund Ii |
5 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
5 |
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A |
5 |
Sandy Spring Bank |
5 |
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
5 |
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
5 |
BTG Pactual Global Asset Management Ltd |
5 |
Forward Management, LLC |
5 |
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
5 |
Convergence Investment Partners, LLC |
5 |
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
5 |
Fisher Asset Management, LLC |
5 |
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
5 |
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
5 |
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares |
5 |
Employees Retirement System of Texas |
5 |
Harbor Capital Advisors, Inc. |
5 |
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
5 |
Rafferty Asset Management, LLC |
5 |
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares |
5 |
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
5 |
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
5 |
American Financial Group Inc |
5 |
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged |
5 |
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
5 |
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
5 |
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
5 |
First Hawaiian Bank |
5 |
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
5 |
AlpInvest Partners B.V. |
5 |
Joel Isaacson & Co., LLC |
5 |
Periscope Capital Inc. |
5 |
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund |
5 |
VCCBX - VALIC Co II - Core Bond Fund |
5 |
VCSBX - VALIC Co II - Strategic Bond Fund |
5 |
Riverwater Partners LLC |
5 |
Silvercrest Asset Management Group Llc |
5 |
Carroll Financial Associates, Inc. |
5 |
Advanced Series Trust - Ast Small-cap Growth Portfolio |
5 |
Wilmington Funds Management Corp |
5 |
Aster Capital Management (DIFC) Ltd |
5 |
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A |
5 |
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
5 |
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
5 |
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
5 |
Advanced Series Trust - Ast Small-cap Value Portfolio |
5 |
Advantage Advisers Xanthus Fund, L.l.c. |
5 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
5 |
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
5 |
RSSL - Global X Funds - Global X Russell 2000 ETF |
5 |
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
5 |
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
5 |
BlackRock ETF Trust II - BlackRock High Yield ETF |
5 |
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
5 |
Gratia Capital, Llc |
5 |
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
5 |
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
5 |
Cramer Rosenthal Mcglynn Llc |
5 |
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
5 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
5 |
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
5 |
Mutual Of America Capital Management Llc |
5 |
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
5 |
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
5 |
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF |
5 |
Special Opportunities Fund, Inc. |
5 |
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A |
5 |
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
5 |
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
5 |
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
5 |
Brown Brothers Harriman & Co |
5 |
Azzad Asset Management Inc /adv |
5 |
Kapitalo Investimentos Ltda |
5 |
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
5 |
URTH - iShares, Inc. - iShares MSCI World ETF |
5 |
Artisan Partners Limited Partnership |
5 |
Old Mutual Global Investors (UK) Ltd. |
5 |
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
5 |
National Planning Corp |
5 |
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
5 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
5 |
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
5 |
Caisse De Depot Et Placement Du Quebec |
5 |
nVerses Capital, LLC |
5 |
Baker Avenue Asset Management, LP |
5 |
Old National Bancorp /in/ |
5 |
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A |
5 |
B. Metzler seel. Sohn & Co. Holding AG |
5 |
Sunbelt Securities, Inc. |
5 |
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
5 |
Fort Washington Investment Advisors Inc /oh/ |
5 |
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
5 |
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
5 |
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
5 |
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
5 |
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class |
5 |
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
5 |
Skopos Labs, Inc. |
5 |
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
5 |
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
5 |
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
5 |
Mitsubishi UFJ Trust & Banking Corp |
5 |
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
5 |
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
5 |
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
5 |
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
5 |
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
5 |
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
5 |
Teton Westwood Funds |
5 |
Maverick Capital Ltd |
5 |
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
5 |
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
5 |
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
5 |
Manatuck Hill Partners, LLC |
5 |
Barings Llc |
5 |
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
5 |
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
5 |
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
5 |
Pimco Global Stocksplus & Income Fund |
5 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
5 |
Vident Advisory, LLC |
5 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
5 |
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
5 |
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
5 |
Zebra Capital Management LLC |
5 |
Wrapmanager Inc |
5 |
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
5 |
Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
5 |
New England Securities Corp /MA/ |
5 |
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
5 |
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
5 |
HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
5 |
First Eagle Investment Management, LLC |
5 |
Securian Asset Management, Inc |
5 |
Wilmington Trust Co |
5 |
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
5 |
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
5 |
Shapiro Robert N |
5 |
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
5 |
USA Financial Portformulas Corp |
5 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
5 |
Xact Kapitalforvaltning AB |
5 |
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
5 |
Rs Investment Management Co Llc |
5 |
SpiderRock Trading LLC |
5 |
Etf Managers Group, Llc |
5 |
StoneX Group Inc. |
5 |
Clinton Group Inc |
5 |
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
5 |
I.g. Investment Management, Ltd. |
5 |
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A |
5 |
Riverhead Capital Management Llc |
5 |
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I |
5 |
Exane Derivatives |
5 |
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
5 |
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
5 |
Pcm Fund, Inc. |
5 |
Banque Cantonale Vaudoise |
5 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
5 |
MCF Advisors LLC |
5 |
Mint Tower Capital Management B.V. |
5 |
Ssi Investment Management Llc |
5 |
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
5 |
Bulldog Investors, LLP |
5 |
Chartwell Investment Partners, Llc |
5 |
DekaBank Deutsche Girozentrale |
5 |
Winfield Associates, Inc. |
5 |
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
5 |
BRACX - Blackrock Allocation Target Shares - Bats Series C |
5 |
Sherbrooke Park Advisers Llc |
5 |
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
5 |
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
5 |
Waratah Capital Advisors Ltd. |
5 |
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
5 |
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
5 |
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
5 |
FIL Ltd |
5 |
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
5 |
Ibex Investors LLC |
5 |
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
5 |
Bank Of Nova Scotia |
5 |
Granite Investment Partners, LLC |
5 |
Bleakley Financial Group, LLC |
5 |
Wetherby Asset Management Inc |
5 |
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
5 |
Blackstone / Gso Long-short Credit Income Fund |
5 |
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
5 |
North Star Investment Management Corp. |
5 |
Barings Global Short Duration High Yield Fund |
5 |
LS Investment Advisors, LLC |
5 |
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
5 |
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. |
5 |
Exos TFP Holdings LLC |
5 |
Schechter Investment Advisors, LLC |
5 |
Ethic Inc. |
5 |
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
5 |
Whittier Trust Co Of Nevada Inc |
5 |
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
5 |
Orion Portfolio Solutions, LLC |
5 |
Cardinal Capital Management Llc /ct |
5 |
Veritable, L.P. |
5 |
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
5 |
Castle Creek Arbitrage, LLC |
5 |
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
5 |
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
5 |
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
5 |
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
5 |
Hodges Capital Management Inc. |
5 |
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
5 |
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
5 |
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
5 |
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
5 |
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
5 |
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
5 |
WMS Partners, LLC |
5 |
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
5 |
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
5 |
Nokomis Capital, L.L.C. |
5 |
William Blair Investment Management, Llc |
5 |
Cornerstone Advisory, LLC |
5 |
JNBA Financial Advisors |
5 |
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
5 |
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard |
5 |
Placemark Investments, Inc. |
5 |
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
5 |
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
5 |
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
5 |
Proficio Capital Partners LLC |
5 |
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
5 |
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
5 |
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R |
5 |
Tcw Group Inc |
4 |
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
4 |
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
4 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
4 |
Discovery Capital Management, Llc / Ct |
4 |
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class |
4 |
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
4 |
Johnson Financial Group, Inc. |
4 |
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A |
4 |
VIEX Capital Advisors, LLC |
4 |
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I |
4 |
Meitav Dash Investments Ltd |
4 |
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
4 |
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
4 |
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
4 |
Aristides Capital LLC |
4 |
Adams Street Partners Llc |
4 |
Anson Funds Management LP |
4 |
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
4 |
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
4 |
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A |
4 |
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A |
4 |
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A |
4 |
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
4 |
Motco |
4 |
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
4 |
WealthPLAN Partners, LLC |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
4 |
CENTRAL TRUST Co |
4 |
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
4 |
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
4 |
Daiwa Securities Group Inc. |
4 |
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
4 |
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
4 |
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class |
4 |
Whitnell & Co. |
4 |
Mizuho Trust & Banking Co., Ltd. |
4 |
Parkwood LLC |
4 |
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
4 |
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
4 |
Reinhart Partners, Inc. |
4 |
First Citizens Bank & Trust Co |
4 |
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
4 |
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
4 |
Tradeworx Inc. |
4 |
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
4 |
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
4 |
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A |
4 |
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
4 |
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
4 |
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
4 |
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
4 |
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
4 |
Matarin Capital Management, LLC |
4 |
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF |
4 |
Clarius Group, LLC |
4 |
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
4 |
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A |
4 |
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A |
4 |
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
4 |
Penn Capital Management Co Inc |
4 |
Davidson Kempner Capital Management Lp |
4 |
Cooper Creek Partners Management Llc |
4 |
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
4 |
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
4 |
Citizens Financial Group Inc/ri |
4 |
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
4 |
First Allied Advisory Services, Inc. |
4 |
Integrated Investment Consultants, LLC |
4 |
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A |
4 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
4 |
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
4 |
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
4 |
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
4 |
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
4 |
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
4 |
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
4 |
Northwestern Mutual Investment Management Company, Llc |
4 |
Sit Investment Associates Inc |
4 |
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
4 |
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A |
4 |
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
4 |
Piper Sandler & Co. |
4 |
Skandinaviska Enskilda Banken AB (publ) |
4 |
Twin Tree Management, LP |
4 |
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
4 |
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
4 |
J.w. Cole Advisors, Inc. |
4 |
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
4 |
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class |
4 |
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
4 |
Harber Asset Management Llc |
4 |
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund |
4 |
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
4 |
Patten Group, Inc. |
4 |
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
4 |
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
4 |
Sciencast Management LP |
4 |
Chilton Investment Co Llc |
4 |
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares |
4 |
Contour Asset Management LLC |
4 |
D'Orazio & Associates, Inc. |
4 |
VCCCX - VALIC Co I - Capital Conservation Fund |
4 |
VCSMX - VALIC Co I - Small Cap Fund |
4 |
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
4 |
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
4 |
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
4 |
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
4 |
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A |
4 |
Mosaic Family Wealth, LLC |
4 |
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio |
4 |
Virtus Investment Advisers, Inc. |
4 |
Mml Investors Services, Llc |
4 |
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
4 |
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
4 |
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
4 |
Gardner Lewis Asset Management L P |
4 |
Mariner Investment Group Llc |
4 |
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
4 |
Dubuque Bank & Trust Co |
4 |
Highlander Capital Management, LLC |
4 |
Capula Management Ltd |
4 |
First Personal Financial Services |
4 |
Calamos Wealth Management LLC |
4 |
Jump Trading, LLC |
4 |
NatWest Group plc |
4 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
4 |
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
4 |
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
4 |
Senvest Management, LLC |
4 |
Illinois Municipal Retirement Fund |
4 |
Lebenthal Asset Management, LLC |
4 |
Friess Associates Llc |
4 |
Catapult Capital Management Llc |
4 |
Invenomic Capital Management LP |
4 |
FORA Capital, LLC |
4 |
Brant Point Investment Management Llc |
4 |
Blue Arrow Capital Management Llc |
4 |
Watershed Asset Management, L.L.C. |
4 |
Cinctive Capital Management LP |
4 |
Twinbeech Capital Lp |
4 |
CVA Family Office, LLC |
4 |
Balter Liquid Alternatives, LLC |
4 |
Procyon Private Wealth Partners, LLC |
4 |
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
4 |
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF |
4 |
Advisors Capital Management, LLC |
4 |
FRFEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Floating Rate II Fund Institutional Class |
4 |
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
4 |
Pictet Asset Management Sa |
4 |
TriOaks Capital Management L.P. |
4 |
Winton Capital Management Ltd |
4 |
Man Investments Ltd |
4 |
Thornburg Investment Management Inc |
4 |
Nuveen Fund Advisors, LLC |
4 |
Reynolds Capital Management Llc |
4 |
Wealthcare Advisory Partners LLC |
4 |
Trellus Management Company, LLC |
4 |
Jacobi Capital Management LLC |
4 |
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares |
4 |
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I |
4 |
AGF Investments LLC |
4 |
Geduld E E |
4 |
Elkfork Partners LLC |
4 |
Capital Investment Advisory Services, LLC |
4 |
Maven Securities LTD |
4 |
DLD Asset Management, LP |
4 |
Fondren Management LP |
4 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
4 |
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
4 |
Six Circles Trust - Six Circles Global Bond Fund |
4 |
Jacob Asset Management Of New York Llc |
4 |
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
4 |
Next Century Growth Investors Llc |
4 |
TFC Financial Management |
4 |
Westside Investment Management, Inc. |
4 |
MARSHALL WACE ASIA Ltd |
4 |
Flagship Harbor Advisors, Llc |
4 |
272 Capital LP |
4 |
Banco Bilbao Vizcaya Argentaria, S.a. |
4 |
BDO Wealth Advisors, LLC |
4 |
Intercontinental Wealth Advisors, LLC |
4 |
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
4 |
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF |
4 |
Maryland State Retirement & Pension System |
4 |
Columbia Wanger Asset Management Llc |
4 |
Crossmark Global Holdings, Inc. |
4 |
Tradition Wealth Management, LLC |
4 |
Wesbanco Bank Inc |
4 |
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
4 |
SkyView Investment Advisors, LLC |
4 |
Invesco Senior Loan Fund |
4 |
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
4 |
Shay Capital LLC |
4 |
Optiver Holding B.V. |
4 |
Regentatlantic Capital Llc |
4 |
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
4 |
Kb Financial Partners, Llc |
4 |
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
4 |
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
4 |
Voya Prime Rate Trust |
4 |
K.J. Harrison & Partners Inc |
4 |
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
4 |
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
4 |
Newbridge Financial Services Group, Inc. |
4 |
Bell Investment Advisors, Inc |
4 |
Voya Senior Income Fund |
4 |
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
4 |
Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares |
4 |
VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
4 |
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
4 |
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
4 |
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
4 |
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
4 |
Forum Funds |
4 |
Confluence Wealth Services, Inc. |
4 |
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
4 |
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
4 |
Nuveen Senior Income Fund |
4 |
Pimco Income Strategy Fund Ii |
4 |
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A |
4 |
Westport Resources Management Inc |
4 |
Calvert Investment Management, Inc. |
4 |
Elequin Capital Lp |
4 |
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
4 |
Jupiter Asset Management Ltd |
4 |
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
4 |
Byrne Asset Management LLC |
4 |
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A |
4 |
Nuveen Multi-Asset Income Fund |
4 |
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
4 |
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
4 |
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
4 |
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
4 |
Scout Investments, Inc. |
4 |
Falcon Point Capital, Llc |
4 |
My Personal CFO, LLC |
4 |
Baader Bank INC |
4 |
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares |
4 |
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF |
4 |
Delaware Vip Trust - Delaware Vip Value Series Standard Class |
4 |
DAACX - Adviser Managed Trust - Diversified Equity Fund |
4 |
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
4 |
Gabelli Equity Trust Inc |
4 |
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A |
4 |
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
4 |
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
4 |
Blackstone / Gso Strategic Credit Fund |
4 |
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
4 |
Nuveen Global High Income Fund |
4 |
Blackstone / Gso Senior Floating Rate Term Fund |
4 |
Eaton Vance Tax-managed Global Buy-write Opportunities Fund |
4 |
Nuveen Tax Advantaged Total Return Strategy Fund |
4 |
Nuveen Diversified Dividend & Income Fund |
4 |
Knott David M |
4 |
Cornerstone Planning Group LLC |
4 |
Innovis Asset Management Llc |
4 |
Gdl Fund |
4 |
Point72 Middle East FZE |
4 |
Financial Management Professionals, Inc. |
4 |
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
4 |
Ontario Teachers Pension Plan Board |
4 |
Tucker Asset Management Llc |
4 |
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
4 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
4 |
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
4 |
American Funds Insurance Series |
4 |
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
4 |
Pimco Dynamic Income Fund |
4 |
Fortaleza Asset Management Inc/ |
4 |
Pimco Flexible Credit Income Fund |
4 |
Pimco Income Opportunity Fund |
4 |
Nbc Securities, Inc. |
4 |
Sutton Wealth Advisors Inc. |
4 |
Annis Gardner Whiting Capital Advisors, LLC |
4 |
TD Waterhouse Canada Inc. |
4 |
Pictet Asset Management Holding SA |
4 |
Wright Investors Service Inc |
4 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
4 |
Coliseum Capital Management, LLC |
4 |
Curian Capital Llc |
4 |
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
4 |
Twin Peaks Wealth Advisors, LLC |
4 |
Trust For Advisor Solutions |
4 |
DiNuzzo Private Wealth, Inc. |
4 |
Private Wealth Management Group, LLC |
4 |
Bartlett & Co. Wealth Management Llc |
4 |
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
4 |
Planning Capital Management Corp |
4 |
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
4 |
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
4 |
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
4 |
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
4 |
Concurrent Investment Advisors, LLC |
4 |
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
4 |
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
4 |
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
4 |
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
4 |
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
4 |
Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
4 |
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
4 |
Catalyst Funds Management Pty Ltd |
4 |
Americafirst Capital Management, Llc |
4 |
Westfield Capital Management Co Lp |
4 |
Guggenheim Strategic Opportunities Fund |
4 |
Advent Capital Management /de/ |
4 |
Oppenheimer Global Multi Strategies Fund |
4 |
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
4 |
Hughes Financial Services, LLC |
4 |
HYLD - Exchange Listed Funds Trust - High Yield ETF |
4 |
Western Asset High Yield Defined Opportunity Fund Inc. |
4 |
Mfs Charter Income Trust |
4 |
Western Asset Global High Income Fund Inc. |
4 |
AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
4 |
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares |
4 |
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
4 |
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
4 |
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
4 |
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A |
4 |
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
4 |
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
4 |
First Trust High Income Long/short Fund |
4 |
Hartford Investment Management Co |
4 |
Rothschild Investment Corp /il |
4 |
IBM Retirement Fund |
4 |
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
4 |
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
4 |
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
4 |
Sumitomo Mitsui DS Asset Management Company, Ltd |
4 |
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
4 |
Cornerstone Advisors, Inc. |
4 |
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
4 |
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
4 |
Janney Capital Management LLC |
4 |
Western Asset High Income Fund Ii Inc. |
4 |
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
4 |
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
4 |
Cion Ares Diversified Credit Fund |
4 |
Credit Suisse High Yield Bond Fund |
4 |
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
4 |
Winton Diversified Opportunities Fund |
4 |
Calamos Global Total Return Fund |
4 |
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
4 |
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
4 |
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
4 |
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
4 |
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
4 |
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
4 |
Migdal Insurance & Financial Holdings Ltd. |
4 |
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
4 |
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
4 |
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A |
4 |
Castleark Management Llc |
4 |
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio |
4 |
Putnam Master Intermediate Income Trust |
4 |
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
4 |
Western Asset High Income Opportunity Fund Inc. |
4 |
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
4 |
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
4 |
Serengeti Asset Management LP |
4 |
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
4 |
WealthTrust-Arizona, LLC |
4 |
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
4 |
Seacrest Wealth Management, Llc |
4 |
Wilbanks Smith & Thomas Asset Management Llc |
4 |
Underlying Funds Trust |
4 |
Bedel Financial Consulting, Inc. |
4 |
Natixis Investment Managers International |
4 |
Ford Financial Group, LLC |
4 |
Pinnacle Wealth Planning Services, Inc. |
4 |
Icon Wealth Partners, LLC |
4 |
Truewealth Llc |
4 |
Athanor Capital, Lp |
4 |
One Wealth Advisors, LLC |
4 |
We Are One Seven, LLC |
4 |
Certified Advisory Corp |
4 |
Vivaldi Opportunities Fund |
4 |
OmniStar Financial Group, Inc. |
4 |
Westend Capital Management LLC |
4 |
Natixis Advisors, L.p. |
4 |
Mount Yale Investment Advisors, LLC |
4 |
TIG Advisors, LLC |
4 |
Mycio Wealth Partners, Llc |
4 |
Jasper Ridge Partners, L.P. |
4 |
Quest Investment Management Llc |
4 |
Waldron Private Wealth LLC |
4 |
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
4 |
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
4 |
Anchor Capital Advisors Llc |
4 |
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
4 |
Denver Investment Advisors Llc |
4 |
Alphacrest Capital Management Llc |
4 |
Riverview Trust Co |
4 |
Stratos Wealth Advisors, LLC |
4 |
Townsquare Capital Llc |
4 |
Ameritas Investment Corp |
4 |
HHM Wealth Advisors, LLC |
4 |
Arbiter Partners Capital Management LLC |
4 |
Baldwin Brothers Inc/ma |
4 |
AlphaMark Advisors, LLC |
4 |
Camarda Financial Advisors, LLC |
4 |
Quantinno Capital Management LP |
4 |
Global Wealth Management Investment Advisory, Inc. |
4 |
Hudock, Inc. |
4 |
Optimum Investment Advisors |
4 |
Strategic Blueprint, LLC |
4 |
Wealthspire Advisors, LLC |
4 |
DeepCurrents Investment Group LLC |
4 |
Claro Advisors LLC |
4 |
Human Investing LLC |
4 |
Icon Advisers Inc/co |
4 |
Hanseatic Management Services Inc |
4 |
Tokio Marine Asset Management Co Ltd |
4 |
Tarbox Family Office, Inc. |
4 |
Cullen/frost Bankers, Inc. |
4 |
Joseph P. Lucia & Associates, LLC |
4 |
Coastal Investment Advisors, Inc. |
4 |
Retirement Systems of Alabama |
4 |
1st Global Advisors, Inc. |
4 |
DnB Asset Management AS |
4 |
Avion Wealth |
4 |
UMA Financial Services, Inc. |
4 |
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
4 |
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
4 |
Quotient Investors, LLC |
4 |
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A |
4 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
4 |
Brinker Capital Investments, LLC |
4 |
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
4 |
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
4 |
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
4 |
Jnl Series Trust - Jnl/mellon International Index Fund (a) |
4 |
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) |
4 |
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
4 |
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
4 |
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
4 |
NOINX - Northern Funds - Northern International Equity Index Fund |
4 |
NOBOX - Northern Funds - Northern Bond Index Fund |
4 |
NMIEX - Northern Funds - Active M International Equity Fund |
4 |
Benjamin F. Edwards & Company, Inc. |
4 |
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
4 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
4 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
4 |
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
4 |
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
4 |
Earnest Partners Llc |
4 |
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
4 |
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
4 |
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
4 |
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
4 |
Baystate Wealth Management LLC |
4 |
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
4 |
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
4 |
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
4 |
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
4 |
Hilton Capital Management, LLC |
4 |
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
4 |
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
4 |
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
4 |
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
4 |
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
4 |
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
4 |
Kassirer Asset Management Corp |
4 |
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds |
4 |
Moody National Bank Trust Division |
4 |
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A |
4 |
Voya Financial Advisors, Inc. |
4 |
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional |
4 |
GIIYX - GuideStone Funds - International Equity Index Fund Institutional |
4 |
Harvest Capital Strategies LLC |
4 |
Balentine LLC |
4 |
Brandes Investment Partners, Lp |
4 |
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
4 |
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
4 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
4 |
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
4 |
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
4 |
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
4 |
Salem Investment Counselors Inc |
4 |
Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
4 |
Boussard & Gavaudan Investment Management LLP |
4 |
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
4 |
Gargoyle Investment Advisor L.L.C. |
4 |
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
4 |
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
4 |
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
4 |
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
4 |
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
4 |
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
4 |
Gladius Capital Management LP |
4 |
Exencial Wealth Advisors, Llc |
4 |
BRASX - Blackrock Allocation Target Shares - Bats Series S |
4 |
Valley National Advisers Inc |
4 |
Montag A & Associates Inc |
4 |
Alpine Woods Capital Investors, Llc |
4 |
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
4 |
Comerica Securities Inc |
4 |
Ferguson Wellman Capital Management, Inc |
4 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
4 |
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
4 |
PENN SERIES FUNDS INC - Developed International Index Fund |
4 |
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
4 |
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
4 |
Macroview Investment Management Llc |
4 |
Capital One, National Association |
4 |
Heartland Advisors Inc |
4 |
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
4 |
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
4 |
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
4 |
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
4 |
Candriam Luxembourg S.C.A. |
4 |
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
4 |
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
4 |
Vanguard Horizon Funds |
4 |
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
4 |
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
4 |
Vanguard Explorer Fund |
4 |
Cornerstone Investment Partners, LLC |
4 |
Jericho Capital Asset Management L.P. |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class |
4 |
Koch Industries Inc |
4 |
Umb Bank N A/mo |
4 |
Diversified Trust Co |
4 |
Crestline Management, LP |
4 |
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
4 |
HighPoint Advisor Group LLC |
4 |
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
4 |
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
4 |
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
4 |
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
4 |
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class |
4 |
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund |
4 |
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund |
4 |
Carmignac Gestion |
4 |
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
4 |
Berkley W R Corp |
4 |
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
4 |
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
4 |
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
4 |
Empire Capital Management, L.L.C. |
4 |
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
4 |
Brookfield Asset Management Inc. |
4 |
TENOR CAPITAL MANAGEMENT Co., L.P. |
4 |
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
4 |
Kiwi Wealth Investments Limited Partnership |
4 |
Park Avenue Securities Llc |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
4 |
Seizert Capital Partners, Llc |
4 |
Jat Capital Management, L.p. |
4 |
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
4 |
Kornitzer Capital Management Inc /ks |
4 |
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
4 |
Wbi Investments, Inc. |
4 |
Telemetry Investments, L.L.C. |
4 |
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M |
4 |
State of Alaska, Department of Revenue |
4 |
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
4 |
M&g Investment Management Ltd |
3 |
Delos Wealth Advisors, LLC |
3 |
Advisor Resource Council |
3 |
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
3 |
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares |
3 |
Simon Quick Advisors, Llc |
3 |
Accurate Wealth Management, LLC |
3 |
Premier Asset Management Llc |
3 |
Activest Wealth Management |
3 |
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
3 |
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
3 |
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
3 |
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
3 |
Davis Selected Advisers |
3 |
Corient Capital Partners, LLC |
3 |
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A |
3 |
Knott David M Jr |
3 |
FourThought Financial, LLC |
3 |
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
3 |
Ibex Wealth Advisors |
3 |
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
3 |
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
3 |
Guardian Life Insurance Co Of America |
3 |
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
3 |
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
3 |
DFIV - Dimensional ETF Trust - Dimensional International Value ETF |
3 |
Putnam High Income Securities Fund |
3 |
Oak Thistle LLC |
3 |
Phocas Financial Corp. |
3 |
USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
3 |
Amplius Wealth Advisors, LLC |
3 |
Schubert & Co |
3 |
VR Advisory Services Ltd |
3 |
Claris Advisors, Llc / Mo / |
3 |
BTC Capital Management, Inc. |
3 |
Disciplined Investments, LLC |
3 |
Caas Capital Management Lp |
3 |
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A |
3 |
Rosenberg Matthew Hamilton |
3 |
Pier Capital, LLC |
3 |
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
3 |
Wilmington Trust, National Association |
3 |
Steward Financial Group LLC |
3 |
Bridgewater Advisors Inc. |
3 |
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
3 |
Mawer Investment Management Ltd. |
3 |
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
3 |
Boulder Hill Capital Management Lp |
3 |
Industrial Alliance Investment Management Inc. |
3 |
Red Tortoise LLC |
3 |
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
3 |
SJS Investment Consulting Inc. |
3 |
Formula Growth Ltd |
3 |
MQS Management LLC |
3 |
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A |
3 |
Lebenthal Holdings,LLC |
3 |
LMR Master Fund Ltd |
3 |
Delphi Private Advisors LLC |
3 |
Ziegler Capital Management, LLC |
3 |
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
3 |
Cable Hill Partners, LLC |
3 |
Telluride Asset Management LLC |
3 |
Divisadero Street Capital Management, LP |
3 |
State of New Jersey Common Pension Fund A |
3 |
Madison Investment Holdings Inc |
3 |
Geneva Advisors, LLC |
3 |
Putnam Premier Income Trust |
3 |
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
3 |
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
3 |
Raleigh Capital Management Inc. |
3 |
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
3 |
Simplicity Wealth,LLC |
3 |
Calamos Long/Short Equity & Dynamic Income Trust |
3 |
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
3 |
Ascent Group, LLC |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class |
3 |
Boussard & Gavaudan Asset Management LP |
3 |
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
3 |
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
3 |
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
3 |
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
3 |
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
3 |
Sun Life Financial Inc |
3 |
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF |
3 |
Legg Mason Investment Counsel, LLC |
3 |
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
3 |
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A |
3 |
EHP Funds Inc. |
3 |
Beacon Capital Management, LLC |
3 |
Beaird Harris Wealth Management, LLC |
3 |
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund |
3 |
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
3 |
BlueCrest Capital Management LLP |
3 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
3 |
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
3 |
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
3 |
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
3 |
Investment Centers Of America Inc |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
3 |
WealthTrust Axiom LLC |
3 |
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
3 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
3 |
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
3 |
Concert Wealth Management Inc. |
3 |
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
3 |
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
3 |
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
3 |
Baird Robert W & Co Inc /wi/ |
3 |
American Beacon Advisors, Inc. |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
3 |
Mariner Wealth Advisors-NYC, LLC |
3 |
Alden Global Capital Ltd |
3 |
Q Global Advisors, LLC |
3 |
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
3 |
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
3 |
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A |
3 |
Wavelength Asset Management LLC |
3 |
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
3 |
Index Management Solutions, LLC |
3 |
ICA Group Wealth Management, LLC |
3 |
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
3 |
Ariel Investments, Llc |
3 |
Northpointe Capital Llc |
3 |
Green Arrow Capital Management Llc |
3 |
Brewin Dolphin Ltd |
3 |
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
3 |
GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
3 |
SPCZ - Listed Funds Trust - RiverNorth Enhanced Pre-Merger SPAC ETF |
3 |
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
3 |
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
3 |
Rivernorth Marketplace Lending Corp |
3 |
Armstrong Advisory Group, Inc |
3 |
Trigran Investments, Inc. |
3 |
EPG Wealth Management LLC |
3 |
Stephens Consulting, LLC |
3 |
RFP Financial Group LLC |
3 |
VitalStone Financial, LLC |
3 |
Gyon Technologies Capital Management, LP |
3 |
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
3 |
Wall Street Associates |
3 |
Pale Fire Capital SE |
3 |
Northwest Investment Counselors, Llc |
3 |
Axq Capital, Lp |
3 |
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
3 |
Marxe Austin W & Greenhouse David M |
3 |
Waddell & Reed Advisors Funds |
3 |
Moran Wealth Management, LLC |
3 |
Flow State Investments, L.P. |
3 |
Eaton Vance Senior Income Trust |
3 |
Johnson Investment Counsel Inc |
3 |
Park Place Capital Corp |
3 |
Inceptionr Llc |
3 |
Greenland Capital Management LP |
3 |
Headlands Technologies LLC |
3 |
Navellier & Associates Inc |
3 |
Numerai GP LLC |
3 |
Readystate Asset Management Lp |
3 |
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
3 |
Keebeck Alpha, LP |
3 |
SageView Advisory Group, LLC |
3 |
AWM Investment Company, Inc. |
3 |
Lourd Capital, LLC |
3 |
Callan Family Office, LLC |
3 |
Prospect Capital Advisors, LLC |
3 |
Conlin Matthew |
3 |
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF |
3 |
Bp Plc |
3 |
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund |
3 |
Fosun International Ltd |
3 |
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C |
3 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
3 |
Putnam ETF Trust - Putnam ESG High Yield ETF - |
3 |
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
3 |
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
3 |
Pimco Strategic Income Fund, Inc |
3 |
STXV - EA Series Trust - Strive 1000 Value ETF |
3 |
Stokes Family Office, LLC |
3 |
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF |
3 |
Vinva Investment Management Ltd |
3 |
Nebula Research & Development LLC |
3 |
York Capital Management Global Advisors, LLC |
3 |
La Banque Postale Asset Management SA |
3 |
Tiverton Asset Management Llc |
3 |
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
3 |
ORG Partners LLC |
3 |
MIG Capital, LLC |
3 |
EA Series Trust |
3 |
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
3 |
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
3 |
Perpetual Ltd |
3 |
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class |
3 |
GHP Investment Advisors, Inc. |
3 |
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF |
3 |
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
3 |
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
3 |
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares |
3 |
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
3 |
Clough Capital Partners L P |
3 |
Schonfeld Group Holdings LLC |
3 |
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
3 |
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
3 |
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
3 |
Emerald Advisers, Llc |
3 |
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
3 |
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
3 |
Envestnet Portfolio Solutions, Inc. |
3 |
Qrg Capital Management, Inc. |
3 |
Pinnacle Summer Investments, Inc. |
3 |
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
3 |
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
3 |
Pimco Dynamic Credit & Mortgage Income Fund |
3 |
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
3 |
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
3 |
USS Investment Management Ltd |
3 |
Schulke Ryan |
3 |
Evergreen Capital Management Llc |
3 |
Anchor Investment Management, LLC |
3 |
Sugarloaf Wealth Management, LLC |
3 |
Klingman & Associates, LLC |
3 |
Bruce G. Allen Investments, LLC |
3 |
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I |
3 |
HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
3 |
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
3 |
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
3 |
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
3 |
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class |
3 |
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class |
3 |
Sachetta, LLC |
3 |
ClearAlpha Technologies LP |
3 |
Redwood Capital Management, Llc |
3 |
Institutional & Family Asset Management, Llc |
3 |
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
3 |
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
3 |
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF |
3 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
3 |
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
3 |
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
3 |
Transamerica Partners Funds Group Ii |
3 |
Scientech Research LLC |
3 |
Susquehanna Portfolio Strategies, LLC |
3 |
Pathstone Holdings, LLC |
3 |
Colony Group, LLC |
3 |
Ballentine Partners, LLC |
3 |
Transamerica Partners Funds Group |
3 |
Entropy Technologies, LP |
3 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
3 |
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
3 |
Sierra Summit Advisors Llc |
3 |
Kingsview Wealth Management, LLC |
3 |
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
3 |
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
3 |
Herald Investment Management Ltd |
3 |
First Heartland Consultants, Inc. |
3 |
Hl Financial Services Llc |
3 |
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF |
3 |
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
3 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
3 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
3 |
Transamerica Financial Advisors, Inc. |
3 |
CCMG - EA Series Trust - CCM Global Equity ETF |
3 |
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A |
3 |
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
3 |
Moneta Group Investment Advisors Llc |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio |
3 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
3 |
Swedbank AB |
3 |
LRI Investments, LLC |
3 |
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
3 |
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
3 |
Intrepid Capital Management Inc |
3 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
3 |
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
3 |
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
3 |
Lapides Asset Management, LLC |
3 |
Mondrian Investment Partners LTD |
3 |
Abound Wealth Management |
3 |
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
3 |
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares |
3 |
Trustmark National Bank Trust Department |
3 |
Td Private Client Wealth Llc |
3 |
Northwest & Ethical Investments L.P. |
3 |
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class |
3 |
Cromwell Holdings LLC |
3 |
Harris Associates L P |
3 |
WestEnd Advisors, LLC |
3 |
Sanctuary Advisors, LLC |
3 |
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
3 |
First Dallas Securities Inc. |
3 |
First National Bank Of Omaha |
3 |
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A |
3 |
JS Capital Management LLC |
3 |
Euclid Advisors LLC |
3 |
Principia Wealth Advisory, LLC |
3 |
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
3 |
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
3 |
Advisor Partners Llc |
3 |
Itau Unibanco Holding S.A. |
3 |
Credit Suisse Asset Management Income Fund Inc |
3 |
Tiedemann Advisors, Llc |
3 |
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
3 |
VCSVX - VALIC Co II - Small Cap Value Fund |
3 |
Cna Financial Corp |
3 |
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF |
3 |
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. |
3 |
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. |
3 |
Kayne Anderson Rudnick Investment Management Llc |
3 |
Venturi Wealth Management, LLC |
3 |
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund |
3 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
3 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
3 |
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
3 |
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
3 |
Decker Retirement Planning Inc. |
3 |
Shine Investment Advisory Services Inc |
3 |
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
3 |
R Squared Ltd |
3 |
Herndon Capital Management Llc |
3 |
River Road Asset Management, LLC |
3 |
Delaware Investments Dividend & Income Fund, Inc |
3 |
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A |
3 |
Whipplewood Advisors, LLC |
3 |
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
3 |
Parkworth Wealth Management, Inc. |
3 |
Jain Global LLC |
3 |
StepStone Group LP |
3 |
Kiker Wealth Management, LLC |
3 |
Ropes Wealth Advisors Llc |
3 |
Integrated Quantitative Investments LLC |
3 |
Pioneer Floating Rate Trust |
3 |
Richards, Merrill & Peterson, Inc. |
3 |
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
3 |
Mfs Intermediate High Income Fund |
3 |
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A |
3 |
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A |
3 |
Asset Advisors Corp |
3 |
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares |
3 |
Cribstone Capital Management, LLC |
3 |
Sentinel Asset Management, Inc. |
3 |
Summit Partners Public Asset Management, Llc |
3 |
Universal- Beteiligungs- und Servicegesellschaft mbH |
3 |
Park Square Financial Group, LLC |
3 |
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
3 |
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares |
3 |
Sentinel Group Funds Inc |
3 |
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
3 |
S. Muoio & Co. Llc |
3 |
VGLSX - VALIC Co I - Global Strategy Fund |
3 |
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
3 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio |
3 |
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
3 |
VCGAX - VALIC Co I - Growth & Income Fund |
3 |
VSSVX - VALIC Co I - Small Cap Special Values Fund |
3 |
WPG Advisers, LLC |
3 |
Private Wealth Asset Management, LLC |
3 |
CR Intrinsic Investors, LLC |
3 |
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
3 |
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
3 |
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
3 |
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
3 |
Eaton Vance Short Duration Diversified Income Fund |
3 |
Hm Payson & Co |
3 |
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
3 |
Eaton Vance Senior Floating Rate Trust |
3 |
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares |
3 |
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
3 |
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
3 |
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
3 |
Boston Advisors Llc |
3 |
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
3 |
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I |
3 |
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
3 |
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
3 |
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
3 |
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
3 |
Mfs Multimarket Income Trust |
3 |
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
3 |
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I |
3 |
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A |
3 |
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
3 |
Fortress Investment Group LLC |
3 |
Colony Group Llc |
3 |
Agf Investments Inc. |
3 |
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares |
3 |
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
3 |
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
3 |
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
3 |
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
3 |
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
3 |
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
3 |
Hall Laurie J Trustee |
3 |
CenterStar Fund, LLC |
3 |
Wealthcare Capital Management Llc |
3 |
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
3 |
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
3 |
Ada Investment Management, LP |
3 |
Meritage Portfolio Management |
3 |
Northern Right Capital Management, L.P. |
3 |
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
3 |
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A |
3 |
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
3 |
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A |
3 |
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
3 |
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
3 |
Wexford Capital Lp |
3 |
Black Creek Investment Management Inc. |
3 |
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
3 |
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
3 |
Perritt Capital Management Inc |
3 |
Echo Street Capital Management LLC |
3 |
Arrowgrass Capital Partners (us) Lp |
3 |
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
3 |
Light Street Capital Management, Llc |
3 |
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A |
3 |
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
3 |
Delta Lloyd Nv |
3 |
Osmium Partners, LLC |
3 |
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
3 |
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
3 |
CSat Investment Advisory, L.P. |
3 |
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
3 |
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
3 |
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I |
3 |
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A |
3 |
Usa Mutuals Advisors, Inc. |
3 |
NewSquare Capital LLC |
3 |
Lombard Odier Asset Management (Switzerland) SA |
3 |
Kovitz Investment Group Partners, LLC |
3 |
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
3 |
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
3 |
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
3 |
Charter Trust Co |
3 |
Ulysses Management LLC |
3 |
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
3 |
Hatteras Funds, LLC |
3 |
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
3 |
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
3 |
Euclidean Technologies Management, LLC |
3 |
Sandler Capital Management |
3 |
FMIJX - FMI FUNDS INC - International Fund Investor Class |
3 |
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
3 |
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
3 |
Perigon Wealth Management, LLC |
3 |
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
3 |
Frost Phillip Md Et Al |
3 |
Typenex Co-Investment, LLC |
3 |
Eagle Global Advisors Llc |
3 |
Squar Milner Financial Services Llc |
3 |
Robinson Capital Management, Llc |
3 |
Gryphon Financial Partners LLC |
3 |
Loews Corp |
3 |
Vestpro Financial Partners, Inc. Dba Cpf Texas |
3 |
Trustcore Financial Services, Llc |
3 |
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
3 |
Harbourvest Partners Llc |
3 |
Radcliffe Capital Management, L.P. |
3 |
Avalon Advisors, Llc |
3 |
Hilltop Holdings Inc. |
3 |
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A |
3 |
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class |
3 |
Merit Financial Group, LLC |
3 |
Tlp Group Llc |
3 |
MANA Advisors LLC |
3 |
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
3 |
40 North Management LLC |
3 |
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
3 |
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
3 |
Premia Global Advisors, Llc |
3 |
First Command Advisory Services, Inc. |
3 |
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
3 |
Lake Street Advisors Group, Llc |
3 |
Measured Wealth Private Client Group, LLC |
3 |
Weil Company, Inc. |
3 |
Banco de Sabadell, S.A |
3 |
Brighton Jones Llc |
3 |
Avestar Capital, LLC |
3 |
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A |
3 |
Chilton Capital Management Llc |
3 |
Prime Capital Investment Advisors, LLC |
3 |
Harbor Investment Advisory, Llc |
3 |
Pin Oak Investment Advisors Inc |
3 |
Fir Tree Capital Management Lp |
3 |
Raymond James Trust N.a. |
3 |
Asher Enterprises Inc |
3 |
Capital Impact Advisors, LLC |
3 |
Marino, Stram & Associates Llc |
3 |
Nvwm, Llc |
3 |
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R |
3 |
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class |
3 |
Atlas Capital Advisors Llc |
3 |
Whitener Capital Management, Inc. |
3 |
Fs Credit Income Fund |
3 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
3 |
Castleview Partners, Llc |
3 |
Commerce Bank |
3 |
Change Path, LLC |
3 |
Altshuler Shaham Ltd |
3 |
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
3 |
HighVista Strategies LLC |
3 |
Freshford Capital Management, LLC |
3 |
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF |
3 |
Clark Capital Management Group, Inc. |
3 |
Piermont Capital Management LLC |
3 |
Integre Asset Management, LLC |
3 |
Altium Capital Management LP |
3 |
Granahan Investment Management Inc/ma |
3 |
Symphony Asset Management Llc |
3 |
NorthCoast Asset Management LLC |
3 |
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
3 |
Opus Capital Group, LLC |
3 |
Zions Bancorporation |
3 |
Dreman Value Management, L L C |
3 |
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class |
3 |
Kavar Capital Partners, LLC |
3 |
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
3 |
Osterweis Capital Management Inc |
3 |
Bell Rock Capital Llc |
3 |
Resources Management Corp /ct/ /adv |
3 |
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares |
3 |
Bank Of Hawaii |
3 |
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF |
3 |
Delta Investment Management, LLC |
3 |
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
3 |
Conning Inc. |
3 |
Evolution Wealth Advisors, LLC |
3 |
Pzena Investment Management Llc |
3 |
Cambria Investment Management, L.P. |
3 |
Enlightenment Research, LLC |
3 |
Wiley Bros.-aintree Capital, Llc |
3 |
Rainier Investment Management Llc |
3 |
WASHINGTON TRUST Co |
3 |
Costello Asset Management, INC |
3 |
Mather Group, Llc. |
3 |
Paradigm Financial Partners, Llc |
3 |
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
3 |
PTF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Technology Momentum ETF |
3 |
1492 Capital Management LLC |
3 |
Duality Advisers, Lp |
3 |
Gofen & Glossberg Llc /il/ |
3 |
Zions Bancorporation, N.A. |
3 |
Weitz Investment Management, Inc. |
3 |
Innealta Capital, Llc |
3 |
Community Bank, N.A. |
3 |
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
3 |
Platte River Capital LLC |
3 |
Neo Ivy Capital Management |
3 |
Bay Harbor Wealth Management, LLC |
3 |
Alera Investment Advisors, LLC |
3 |
Korea Investment CORP |
3 |
Mirova |
3 |
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load |
3 |
Cove Street Capital, LLC |
3 |
Fortem Financial Group, Llc |
3 |
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
3 |
Salomon & Ludwin, LLC |
3 |
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P |
3 |
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
3 |
One Fin Capital Management LP |
3 |
Estabrook Capital Management |
3 |
M&r Capital Management Inc |
3 |
Wealthfront Advisers Llc |
3 |
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
3 |
Private Advisors, LLC |
3 |
Wealthbridge Capital Management, Llc |
3 |
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
3 |
Klingenstein Fields & Co Lp |
3 |
Dynamic Capital Management Ltd |
3 |
Qtron Investments LLC |
3 |
Western Wealth Management, LLC |
3 |
Quest Capital Management Inc /adv |
3 |
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I |
3 |
Checchi Capital Advisers, LLC |
3 |
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
3 |
Liberty Wealth Management Llc |
3 |
Roubaix Capital, LLC |
3 |
Ogorek Anthony Joseph /ny/ /adv |
3 |
Prestige Wealth Management Group LLC |
3 |
Rice Hall James & Associates, Llc |
3 |
Hartford Financial Management Inc. |
3 |
Hexavest Inc. |
3 |
Argent Capital Management Llc |
3 |
Golden State Wealth Management, LLC |
3 |
FormulaFolio Investments, LLC |
3 |
Weaver Consulting Group |
3 |
Aviva Plc |
3 |
III Capital Management |
3 |
Jump Trading, Llc |
3 |
MidWestOne Financial Group, Inc. |
3 |
Stonehage Fleming Financial Services Holdings Ltd |
3 |
Allen Operations Llc |
3 |
ACK Asset Management LLC |
3 |
Espalier Global Management LLC |
3 |
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
3 |
Winch Advisory Services, LLC |
3 |
Orrstown Financial Services Inc |
3 |
Oakbrook Investments Llc |
3 |
Leonard Green & Partners, L.P. |
3 |
Abner Herrman & Brock Llc |
3 |
Broadview Advisors Llc |
3 |
Sigma Planning Corp |
3 |
Cornerstone Wealth Management, LLC |
3 |
Miles Capital, Inc. |
3 |
Dynamic Advisor Solutions LLC |
3 |
Capital Asset Advisory Services LLC |
3 |
City Holding Co |
3 |
Raging Capital Management, LLC |
3 |
DAVENPORT & Co LLC |
3 |
Tompkins Financial Corp |
3 |
Cowen Investment Management LLC |
3 |
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A |
3 |
GW&K Investment Management, LLC |
3 |
Carlson Capital L P |
3 |
Alpha Windward Llc |
3 |
Segantii Capital Management Ltd |
3 |
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
3 |
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A |
3 |
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
3 |
HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A |
3 |
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
3 |
Chevy Chase Trust Holdings, Inc. |
3 |
Bank Of Nova Scotia Trust Co |
3 |
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio |
3 |
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A |
3 |
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
3 |
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
3 |
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
3 |
Donaldson Capital Management, Llc |
3 |
Pacific Alternative Asset Management Company, Llc |
3 |
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 |
3 |
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
3 |
Telemark Asset Management, LLC |
3 |
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
3 |
Harel Insurance Investments & Financial Services Ltd. |
3 |
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class |
3 |
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
3 |
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income |
3 |
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A |
3 |
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
3 |
First Washington CORP |
3 |
AMG Funds LLC |
3 |
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
3 |
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
3 |
Lanexa Management, Llc |
3 |
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) |
3 |
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) |
3 |
Brauser Michael |
3 |
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
3 |
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A |
3 |
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
3 |
Jnl Series Trust - Jnl/crescent High Income Fund (a) |
3 |
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
3 |
BBVA USA Bancshares, Inc. |
3 |
Armistice Capital, Llc |
3 |
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio |
3 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
3 |
First PREMIER Bank |
3 |
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
3 |
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
3 |
Kazazian Asset Management, LLC |
3 |
Insight Capital Research & Management Inc |
3 |
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares |
3 |
Capital Research Global Investors |
3 |
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P |
3 |
Altimeter Capital Management, LP |
3 |
Cupps Capital Management, LLC |
3 |
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF |
3 |
Contravisory Investment Management, Inc. |
3 |
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
3 |
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio |
3 |
Mckinley Capital Management Llc /delaware |
3 |
Ruffer LLP |
3 |
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
3 |
Dean Investment Associates, Llc |
3 |
Coatue Management Llc |
3 |
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
3 |
PARK CIRCLE Co |
3 |
Ruane, Cunniff & Goldfarb Inc |
3 |
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
3 |
Advanced Series Trust - Ast Advanced Strategies Portfolio |
3 |
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio |
3 |
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares |
3 |
Dakota Wealth Management |
3 |
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
3 |
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
3 |
Vanguard Whitehall Funds |
3 |
Dean Capital Management |
3 |
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio |
3 |
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
3 |
Meru Capital Group, LP |
3 |
Edge Wealth Management LLC |
3 |
Nantahala Capital Management, LLC |
3 |
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
3 |
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
3 |
Wunderlich Securities, Inc. |
3 |
Apriem Advisors |
3 |
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class |
3 |
Millrace Asset Group, Inc. |
3 |
Rothschild Asset Management Inc |
3 |
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) |
3 |
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS |
3 |
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
3 |
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
3 |
Kistler-Tiffany Companies, LLC |
3 |
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
3 |
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
3 |
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
3 |
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
3 |
Spring Creek Capital Llc |
3 |
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
3 |
HOIBX - Homestead Funds Trust - Intermediate Bond Fund |
3 |
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
3 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
3 |
Stanley Capital Management, LLC |
3 |
Act Ii Management, Lp |
3 |
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
3 |
Nair Vinay |
3 |
Krilogy Financial LLC |
3 |
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF |
3 |
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
3 |
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
3 |
NN Investment Partners Holdings N.V. |
3 |
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
3 |
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 |
3 |
NF Trinity Capital (Hong Kong) Ltd |
3 |
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A |
3 |
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A |
3 |
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS |
3 |
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
3 |
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
3 |
XITK - SPDR SERIES TRUST - SPDR FactSet Innovative Technology ETF |
3 |
XWEB - SPDR SERIES TRUST - SPDR S&P Internet ETF |
3 |
Gideon Capital Advisors, Inc. |
3 |
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
3 |
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
3 |
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity |
3 |
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA |
3 |
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
3 |
Select Equity Group, L.P. |
3 |
Moors & Cabot, Inc. |
3 |
First Pacific Advisors, LP |
3 |
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
3 |
Aston Asset Management, LLC |
3 |
Washington Trust Bank |
3 |
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA |
3 |
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
3 |
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF |
3 |
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
3 |
Alps Advisors Inc |
3 |
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
3 |
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
3 |
Basso Capital Management, L.p. |
3 |
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class |
3 |
HighTower Trust Services, LTA |
3 |
Bard Associates Inc |
3 |
Kcm Investment Advisors Llc |
3 |
Sawgrass Asset Management Llc |
3 |
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
3 |
ARGI Investment Services, LLC |
3 |
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
3 |
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
3 |
Strategic Global Advisors, LLC |
3 |
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
3 |
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
3 |
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
3 |
CTC Alternative Strategies, Ltd. |
3 |
Focused Wealth Management, Inc |
3 |
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class |
3 |
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class |
3 |
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A |
3 |
NewFocus Financial Group, LLC |
3 |
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
3 |
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
3 |
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
3 |
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A |
3 |
Bourgeon Capital Management Llc |
3 |
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
3 |
VLSRX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus KAR Long/Short Equity Fund Class R6 |
3 |
Financial & Investment Management Group Ltd |
3 |
Schwartz Investment Counsel Inc |
3 |
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
3 |
RFG Advisory, LLC |
3 |
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
3 |
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
3 |
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
3 |
Formidable Asset Management, LLC |
3 |
Buckingham Capital Management, Inc. |
3 |
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares |
3 |
Lyon Street Capital, LLC |
3 |
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
3 |
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class |
3 |
Alexandria Capital, LLC |
3 |
Buckhead Capital Management Llc |
3 |
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
3 |
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
3 |
Artemis Investment Management LLP |
3 |
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
3 |
NINE MASTS CAPITAL Ltd |
3 |
JHCS - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Media and Communications ETF |
3 |
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
3 |
Green Square Capital Advisors Llc |
3 |
Covenant Multifamily Offices, LLC |
3 |
Argent Trust Co |
3 |
Arrow Financial Corp |
3 |
Stonebridge Capital Advisors LLC |
3 |
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
3 |
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class |
3 |
Tributary Capital Management, LLC |
3 |
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
3 |
Asset Dedication, LLC |
3 |
Bollard Group LLC |
3 |
Private Ocean, LLC |
3 |
Bartlett & Co. LLC |
3 |
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A |
3 |
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares |
3 |
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
3 |
Prescott Group Capital Management, L.l.c. |
3 |
Mv Capital Management, Inc. |
3 |
Ausdal Financial Partners, Inc. |
3 |
Utah Retirement Systems |
3 |
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
3 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
3 |
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
3 |
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
3 |
Partnervest Advisory Services LLC |
3 |
Kalos Management, Inc. |
3 |
Chicago Partners Investment Group LLC |
3 |
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
3 |
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
3 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
3 |
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
3 |
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
3 |
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
3 |
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
3 |
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
3 |
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
3 |
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
3 |
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
3 |
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
3 |
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund |
3 |
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund |
3 |
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
3 |
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
3 |
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N |
3 |
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
3 |
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
3 |
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
3 |
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
3 |
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
3 |
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
3 |
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
3 |
Boston Trust Walden Corp |
3 |
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A |
3 |
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class |
3 |
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
3 |
Cowen Prime Services LLC |
3 |
Ledyard National Bank |
3 |
TRUE Private Wealth Advisors |
3 |
Capital Analysts, Inc. |
3 |
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
3 |
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A |
3 |
OAIEX - Optimum Fund Trust - Optimum International Fund Class A |
3 |
Dfa Investment Trust Co - The Dfa International Value Series |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
3 |
IXP - iSHARES TRUST - iShares Global Comm Services ETF |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class |
3 |
Boyd Watterson Asset Management Llc/oh |
3 |
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
3 |
Aberdeen Asset Management Plc/uk |
3 |
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV |
3 |
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
3 |
Livforsakringsbolaget Skandia, Omsesidigt |
3 |
Xponance, Inc. |
3 |
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
3 |
Weaver C. Barksdale & Associates, Inc. |
3 |
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
3 |
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
3 |
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
3 |
James Investment Research Inc |
3 |
Indaba Capital Management, L.P. |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
3 |
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
3 |
Mark Morris Et Al |
3 |
GETCO Holding Company, LLC |
3 |
Quantedge Capital Pte Ltd |
3 |
Summit Global Investments |
3 |
Cigna Investments Inc /new |
3 |
Bridgeworth, LLC |
3 |
Greenhouse Funds LLLP |
3 |
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF |
3 |
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
3 |
Agf Management Ltd |
3 |
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF |
3 |
Neuburgh Advisers LLC |
3 |
New Jersey Better Educational Savings Trust |
3 |
Tyers Asset Management LLC |
3 |
NJ State Employees Deferred Compensation Plan |
3 |
Pinnacle Bancorp, Inc. |
3 |
Ridgewood Investments LLC |
3 |
SpiderRock Advisors, LLC |
3 |
PenderFund Capital Management Ltd. |
3 |
Meadow Creek Investment Management LLC |
3 |
South Dakota Investment Council |
3 |
Glen Harbor Capital Management LLC |
3 |
Jackson Creek Investment Advisors LLC |
3 |
Kestra Private Wealth Services, Llc |
3 |
Stonehill Capital Management Llc |
3 |
Founders Financial Alliance, LLC |
3 |
San Francisco Sentry Investment Group (ca) |
3 |
Cordant, Inc. |
3 |
Paces Ferry Wealth Advisors, Llc |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
3 |
Moloney Securities Asset Management, LLC |
3 |
Fieldpoint Private Securities, LLC |
3 |
Maso Capital Partners Ltd |
3 |
General Electric Co |
3 |
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
3 |
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
3 |
Everence Capital Management Inc |
3 |
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
3 |
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
3 |
RBB FUND, INC. - Adara Smaller Companies Fund |
3 |
Sage Mountain Advisors LLC |
3 |
Equitec Proprietary Markets, Llc |
3 |
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares |
3 |
Wolff Wiese Magana Llc |
3 |
Pendal Group Ltd |
3 |
Hemington Wealth Management |
3 |
Cruiser Capital Advisors, Llc |
3 |
Summit X, LLC |
3 |
Lee Financial Co |
3 |
SeaBridge Investment Advisors LLC |
3 |
Capital Bank & Trust Co |
3 |
Mountain Capital Investment Advisors, Inc |
3 |
Rathbone Brothers plc |
3 |
Edge Advisors, Llc |
3 |
Csenge Advisory Group |
3 |
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
3 |
Vantage Consulting Group Inc |
3 |
Close Asset Management Ltd |
3 |
Platinum Investment Management Ltd |
3 |
Vontobel Holding Ltd. |
3 |
Gilman Hill Asset Management, LLC |
3 |
SummerHaven Investment Management, LLC |
3 |
ARB - AltShares Trust - AltShares Merger Arbitrage ETF |
3 |
Wealthspring Capital LLC |
3 |
Exos Asset Management LLC |
3 |
Whetstone Capital Advisors, LLC |
3 |
Harvest Fund Management Co., Ltd |
3 |
Empery Asset Management, LP |
3 |
Griffin Asset Management, Inc. |
3 |
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I |
3 |
Front Row Advisors LLC |
3 |
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
3 |
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
3 |
JJJ Advisors Inc. |
3 |
Qci Asset Management Inc/ny |
3 |
Teza Capital Management LLC |
3 |
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
3 |
Invesco Bond Fund |
3 |
First Capital Advisors Group, LLC. |
3 |
Guardian Wealth Advisors, LLC |
3 |
McAdam, LLC |
3 |
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
3 |
Hennion & Walsh Asset Management, Inc. |
3 |
Money Concepts Capital Corp |
3 |
DDJCX - ALPS Series Trust - DDJ Opportunistic High Yield Fund Class I |
3 |
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS |
3 |
Sierra Capital LLC |
3 |
GV Financial Advisors |
3 |
Deltec Asset Management Llc |
3 |
Legato Capital Management LLC |
3 |
Farmers & Merchants Trust Co of Chambersburg PA |
3 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
3 |
Invesco Senior Income Trust |
3 |
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF |
3 |
VVSCX - VALIC Co I - Small Cap Value Fund |
3 |
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
3 |
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF |
3 |
INCIX - James Alpha Funds Trust - James Alpha Hedged High Income Fund Class I |
3 |
Cowen Prime Advisors LLC |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
3 |
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
3 |