Proequities, Inc. |
106 |
UBS Group AG |
99 |
Morgan Stanley |
86 |
Millennium Management Llc |
83 |
Goldman Sachs Group Inc |
82 |
Citadel Advisors Llc |
82 |
Tower Research Capital LLC (TRC) |
81 |
Jpmorgan Chase & Co |
79 |
Bank Of America Corp /de/ |
78 |
Susquehanna International Group, Llp |
78 |
Royal Bank Of Canada |
76 |
Jane Street Group, Llc |
73 |
Wells Fargo & Company/mn |
73 |
D. E. Shaw & Co., Inc. |
70 |
Citigroup Inc |
69 |
Deutsche Bank Ag\ |
69 |
BlackRock, Inc. |
69 |
Advisor Group Holdings, Inc. |
67 |
Geode Capital Management, Llc |
67 |
Barclays Plc |
66 |
Vanguard Group Inc |
66 |
Walleye Capital LLC |
65 |
Marshall Wace, Llp |
65 |
State Street Corp |
62 |
Hrt Financial Lp |
62 |
Fmr Llc |
62 |
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
61 |
Walleye Trading LLC |
59 |
Northern Trust Corp |
59 |
Bank of New York Mellon Corp |
59 |
Boothbay Fund Management, Llc |
58 |
Wolverine Trading, Llc |
56 |
Wolverine Asset Management Llc |
55 |
Balyasny Asset Management Llc |
55 |
Two Sigma Investments, Lp |
55 |
Prelude Capital Management, Llc |
54 |
Virtu Financial LLC |
54 |
Credit Suisse Ag/ |
54 |
Bnp Paribas Arbitrage, Sa |
54 |
SG Americas Securities, LLC |
53 |
Renaissance Technologies Llc |
53 |
Ameriprise Financial Inc |
53 |
Invesco Ltd. |
53 |
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
52 |
Alliancebernstein L.p. |
52 |
New York State Common Retirement Fund |
52 |
Hudson Bay Capital Management LP |
52 |
Verition Fund Management LLC |
52 |
Bank Of Montreal /can/ |
52 |
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
51 |
Group One Trading, L.p. |
51 |
Manufacturers Life Insurance Company, The |
51 |
Schonfeld Strategic Advisors LLC |
51 |
Simplex Trading, Llc |
50 |
IFP Advisors, Inc |
50 |
Nomura Holdings Inc |
49 |
Legal & General Group Plc |
49 |
Russell Investments Group, Ltd. |
48 |
Dimensional Fund Advisors Lp |
48 |
Pnc Financial Services Group, Inc. |
48 |
Qube Research & Technologies Ltd |
47 |
Charles Schwab Investment Management Inc |
46 |
Tudor Investment Corp Et Al |
46 |
Cutler Group LP |
46 |
California State Teachers Retirement System |
46 |
Squarepoint Ops LLC |
45 |
Polar Asset Management Partners Inc. |
45 |
Cubist Systematic Strategies, LLC |
45 |
PEAK6 Investments LLC |
45 |
Two Sigma Advisers, Lp |
45 |
Ubs Asset Management Americas Inc |
44 |
Price T Rowe Associates Inc /md/ |
44 |
Sei Investments Co |
44 |
Zurcher Kantonalbank (Zurich Cantonalbank) |
44 |
American International Group, Inc. |
44 |
Cnh Partners Llc |
44 |
Raymond James Financial Inc |
43 |
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
43 |
LPL Financial LLC |
43 |
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
43 |
Paloma Partners Management Co |
43 |
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
43 |
Rhumbline Advisers |
43 |
Panagora Asset Management Inc |
42 |
Gabelli Funds Llc |
42 |
Voya Investment Management Llc |
42 |
Point72 Asset Management, L.P. |
42 |
Cwm, Llc |
42 |
LMR Partners LLP |
42 |
Lazard Asset Management Llc |
42 |
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
42 |
Signaturefd, Llc |
42 |
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
42 |
Magnetar Financial LLC |
42 |
Engineers Gate Manager LP |
41 |
Captrust Financial Advisors |
41 |
Parallax Volatility Advisers, L.P. |
41 |
Quantbot Technologies LP |
41 |
Gsa Capital Partners Llp |
41 |
Federated Hermes, Inc. |
41 |
Nuveen Asset Management, LLC |
41 |
Victory Capital Management Inc |
40 |
Weiss Asset Management LP |
40 |
Pacer Advisors, Inc. |
40 |
Stifel Financial Corp |
40 |
Capstone Investment Advisors, Llc |
40 |
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
40 |
Aqr Capital Management Llc |
40 |
Centiva Capital, LP |
40 |
Northwestern Mutual Wealth Management Co |
40 |
Us Bancorp \de\ |
40 |
Allianz Asset Management GmbH |
40 |
Jefferies Group LLC |
39 |
Trexquant Investment LP |
39 |
MetLife Investment Management, LLC |
39 |
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
39 |
HighTower Advisors, LLC |
39 |
Amalgamated Bank |
39 |
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
39 |
Arrowstreet Capital, Limited Partnership |
39 |
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
39 |
American Century Companies Inc |
38 |
Hsbc Holdings Plc |
38 |
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
38 |
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
38 |
Ameritas Investment Partners, Inc. |
38 |
Metropolitan Life Insurance Co/ny |
38 |
Raymond James & Associates |
38 |
Man Group plc |
38 |
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
38 |
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
38 |
Strs Ohio |
38 |
Acadian Asset Management Llc |
38 |
ExodusPoint Capital Management, LP |
38 |
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
38 |
XTX Topco Ltd |
38 |
State of Wyoming |
37 |
FNY Investment Advisers, LLC |
37 |
Nisa Investment Advisors, Llc |
37 |
Envestnet Asset Management Inc |
37 |
Hbk Investments L P |
37 |
Two Sigma Securities, Llc |
37 |
Toronto Dominion Bank |
37 |
Creative Planning |
37 |
Ancora Advisors, LLC |
37 |
Swiss National Bank |
37 |
Allworth Financial LP |
37 |
California Public Employees Retirement System |
37 |
Macquarie Group Ltd |
37 |
ProShare Advisors LLC |
36 |
Principal Financial Group Inc |
36 |
Bessemer Group Inc |
36 |
Css Llc/il |
36 |
Teacher Retirement System Of Texas |
36 |
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
36 |
EverSource Wealth Advisors, LLC |
36 |
Ergoteles LLC |
36 |
Jump Financial, LLC |
36 |
Parametric Portfolio Associates Llc |
36 |
First Trust Advisors Lp |
36 |
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
36 |
Wellington Management Group Llp |
36 |
Healthcare Of Ontario Pension Plan Trust Fund |
36 |
Covestor Ltd |
36 |
Prudential Financial Inc |
35 |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
35 |
Neuberger Berman Group LLC |
35 |
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
35 |
Parallel Advisors, LLC |
35 |
GAMMA Investing LLC |
35 |
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
35 |
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
35 |
Comerica Bank |
35 |
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
34 |
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
34 |
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
34 |
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
34 |
Janus Henderson Group Plc |
34 |
Kepos Capital LP |
34 |
Exchange Traded Concepts, Llc |
34 |
Dynamic Technology Lab Private Ltd |
34 |
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
34 |
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
34 |
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
34 |
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
34 |
Rockefeller Capital Management L.P. |
33 |
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
33 |
State Of Wisconsin Investment Board |
33 |
Parkside Financial Bank & Trust |
33 |
PDT Partners, LLC |
33 |
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
33 |
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
33 |
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
33 |
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
33 |
Blackrock Ltd Duration Income Trust |
33 |
Steward Partners Investment Advisory, Llc |
33 |
K2 Principal Fund, L.p. |
33 |
Occudo Quantitative Strategies Lp |
33 |
Quarry LP |
33 |
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
33 |
GWM Advisors LLC |
33 |
Federation des caisses Desjardins du Quebec |
33 |
Blackrock Corporate High Yield Fund, Inc. |
33 |
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
33 |
Alpine Global Management, LLC |
33 |
Franklin Resources Inc |
33 |
Advisory Services Network, LLC |
33 |
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
32 |
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
32 |
Blackrock Debt Strategies Fund, Inc. |
32 |
Allspring Global Investments Holdings, LLC |
32 |
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
32 |
OMERS ADMINISTRATION Corp |
32 |
Dark Forest Capital Management Lp |
32 |
Quadrant Capital Group Llc |
32 |
Global Retirement Partners, LLC |
32 |
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
32 |
Sterling Capital Management LLC |
32 |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
32 |
Algert Global Llc |
32 |
Caas Capital Management Lp |
32 |
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
32 |
State Board Of Administration Of Florida Retirement System |
32 |
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
32 |
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
31 |
Susquehanna Fundamental Investments, Llc |
31 |
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
31 |
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
31 |
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
31 |
Gotham Asset Management, LLC |
31 |
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
31 |
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
31 |
Davidson Kempner Capital Management Lp |
31 |
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
31 |
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
31 |
Huntington National Bank |
31 |
Dupont Capital Management Corp |
31 |
Alberta Investment Management Corp |
31 |
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
31 |
Harbour Investments, Inc. |
31 |
Calamos Advisors LLC |
31 |
Clear Street Markets Llc |
31 |
Farther Finance Advisors, LLC |
31 |
Canada Pension Plan Investment Board |
31 |
Marshall Wace North America L.P. |
31 |
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
30 |
GABELLI & Co INVESTMENT ADVISERS, INC. |
30 |
Norges Bank |
30 |
Six Circles Trust - Six Circles Credit Opportunities Fund |
30 |
Picton Mahoney Asset Management |
30 |
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
30 |
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
30 |
Hartland & Co., LLC |
30 |
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
30 |
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
30 |
Y-Intercept (Hong Kong) Ltd |
30 |
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
30 |
Public Employees Retirement System Of Ohio |
30 |
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
30 |
Versant Capital Management, Inc |
30 |
Voloridge Investment Management, Llc |
30 |
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
30 |
Rothschild Investment Llc |
30 |
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
30 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
30 |
Oxford Asset Management Llp |
30 |
BlueCrest Capital Management Ltd |
30 |
CIBC Private Wealth Group, LLC |
30 |
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
29 |
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
29 |
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
29 |
BlackRock Credit Strategies Fund |
29 |
Penserra Capital Management LLC |
29 |
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
29 |
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
29 |
Gamco Investors, Inc. Et Al |
29 |
Larson Financial Group LLC |
29 |
Mirae Asset Global Investments Co., Ltd. |
29 |
Jones Financial Companies Lllp |
29 |
Moore Capital Management, Lp |
29 |
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
29 |
Corebridge Financial, Inc. |
29 |
Aristeia Capital Llc |
29 |
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
29 |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
29 |
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
29 |
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
29 |
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
29 |
Fifth Third Bancorp |
29 |
Mackenzie Financial Corp |
29 |
Ladenburg Thalmann Financial Services Inc |
28 |
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
28 |
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
28 |
SBI Securities Co., Ltd. |
28 |
Assetmark, Inc |
28 |
Lindbrook Capital, Llc |
28 |
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
28 |
Putnam Investments Llc |
28 |
Glazer Capital, Llc |
28 |
Aquatic Capital Management LLC |
28 |
KBC Group NV |
28 |
Highbridge Capital Management Llc |
28 |
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
28 |
Ionic Capital Management LLC |
28 |
NOSGX - Northern Funds - Northern Small Cap Value Fund |
28 |
AHIVX - American Century Investment Trust - High Income Fund Investor Class |
28 |
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
28 |
Lord, Abbett & Co. Llc |
28 |
Amundi |
28 |
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
28 |
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
28 |
IWV - iSHARES TRUST - iShares Russell 3000 ETF |
28 |
Jefferies Financial Group Inc. |
28 |
BlackRock Fund Advisors |
28 |
Advent Claymore Convertible Securities & Income Fund |
28 |
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
28 |
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
28 |
J. Goldman & Co LP |
28 |
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
28 |
Coldstream Capital Management Inc |
28 |
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
28 |
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
28 |
Police & Firemen's Retirement System of New Jersey |
28 |
Nuveen, LLC |
28 |
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
27 |
Intech Investment Management Llc |
27 |
Graham Capital Management, L.P. |
27 |
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
27 |
Winton Capital Group Ltd |
27 |
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
27 |
Quadrature Capital Ltd |
27 |
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
27 |
Landscape Capital Management, L.l.c. |
27 |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
27 |
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
27 |
Connor, Clark & Lunn Investment Management Ltd. |
27 |
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
27 |
Truist Financial Corp |
27 |
Commonwealth Equity Services, Llc |
27 |
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
27 |
Jacobs Levy Equity Management, Inc |
27 |
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
27 |
Arizona State Retirement System |
27 |
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
27 |
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
27 |
Thrivent Financial For Lutherans |
27 |
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
27 |
Caitong International Asset Management Co., Ltd |
27 |
Zacks Investment Management |
27 |
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
27 |
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
27 |
Blackrock Core Bond Trust |
27 |
EAM Investors, LLC |
27 |
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
27 |
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
27 |
Caption Management, LLC |
27 |
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
27 |
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
27 |
Guggenheim Capital Llc |
27 |
Profunds - Profund Vp Ultrasmall-cap |
27 |
Smartleaf Asset Management LLC |
27 |
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
27 |
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
27 |
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
27 |
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
27 |
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
27 |
O'shaughnessy Asset Management, Llc |
27 |
Td Asset Management Inc |
27 |
Principal Securities, Inc. |
26 |
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
26 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
26 |
Geneos Wealth Management Inc. |
26 |
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
26 |
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
26 |
NSIDX - Northern Funds - Northern Small Cap Index Fund |
26 |
Diametric Capital, LP |
26 |
National Bank Of Canada /fi/ |
26 |
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
26 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
26 |
Weiss Multi-Strategy Advisers LLC |
26 |
Brown Advisory Inc |
26 |
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
26 |
Fox Run Management, L.l.c. |
26 |
Soros Fund Management Llc |
26 |
Petrus Trust Company, LTA |
26 |
Quest Partners LLC |
26 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
26 |
Shaolin Capital Management LLC |
26 |
Ubs Oconnor Llc |
26 |
Skopos Labs, Inc. |
26 |
BlackRock Institutional Trust Company, N.A. |
26 |
Linden Advisors Lp |
26 |
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
26 |
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
26 |
Nebula Research & Development LLC |
26 |
Alyeska Investment Group, L.P. |
26 |
BlackRock Investment Management, LLC |
26 |
PENN SERIES FUNDS INC - Small Cap Index Fund |
26 |
Advanced Series Trust - Ast Small-cap Growth Portfolio |
26 |
Profunds - Profund Vp Small-cap |
26 |
Mariner, LLC |
26 |
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
26 |
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
26 |
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
26 |
HAP Trading, LLC |
26 |
Neuberger Berman High Yield Strategies Fund Inc. |
25 |
Blackrock Multi-sector Income Trust |
25 |
Blackrock Credit Allocation Income Trust |
25 |
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
25 |
First Horizon Advisors, Inc. |
25 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
25 |
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
25 |
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
25 |
Point72 Hong Kong Ltd |
25 |
BlackRock Advisors LLC |
25 |
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
25 |
Public Employees Retirement Association Of Colorado |
25 |
Capital Performance Advisors Llp |
25 |
XHYC - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF |
25 |
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
25 |
M&t Bank Corp |
25 |
Ronald Blue Trust, Inc. |
25 |
Sculptor Capital LP |
25 |
AdvisorNet Financial, Inc |
25 |
Massmutual Trust Co Fsb/adv |
25 |
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
25 |
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
25 |
SRS Capital Advisors, Inc. |
25 |
IWM - iSHARES TRUST - iShares Russell 2000 ETF |
25 |
Cerity Partners LLC |
25 |
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
25 |
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
25 |
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
25 |
Raymond James Financial Services Advisors, Inc. |
25 |
Calamos Strategic Total Return Fund |
25 |
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
25 |
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
25 |
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
25 |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
25 |
Driehaus Capital Management Llc |
25 |
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
25 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
25 |
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
25 |
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
25 |
Nationwide Fund Advisors |
24 |
Campbell & CO Investment Adviser LLC |
24 |
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
24 |
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
24 |
Janney Montgomery Scott LLC |
24 |
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
24 |
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
24 |
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
24 |
Aigen Investment Management, Lp |
24 |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
24 |
PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
24 |
Vanguard Index Funds |
24 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
24 |
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
24 |
Bell Investment Advisors, Inc |
24 |
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
24 |
Capital Fund Management S.a. |
24 |
Calamos Global Dynamic Income Fund |
24 |
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
24 |
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
24 |
Great West Life Assurance Co /can/ |
24 |
Advisor Group, Inc. |
24 |
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
24 |
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
24 |
New York State Teachers Retirement System |
24 |
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
24 |
True Wealth Design, LLC |
24 |
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
24 |
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
24 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
24 |
American Portfolios Advisors |
24 |
SLPIX - Profunds - Small-cap Profund Investor Class |
24 |
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
24 |
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
24 |
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
24 |
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
24 |
Levin Capital Strategies, L.p. |
24 |
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
24 |
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
24 |
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
24 |
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
24 |
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
24 |
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
23 |
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
23 |
Atom Investors LP |
23 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
23 |
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
23 |
Intrinsic Edge Capital Management LLC |
23 |
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
23 |
Nomura Asset Management Co Ltd |
23 |
FIL Ltd |
23 |
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
23 |
TCI Wealth Advisors, Inc. |
23 |
Shay Capital LLC |
23 |
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
23 |
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
23 |
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
23 |
Brown Brothers Harriman & Co |
23 |
Credit Suisse Asset Management Income Fund Inc |
23 |
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
23 |
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
23 |
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
23 |
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
23 |
State of New Jersey Common Pension Fund D |
23 |
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
23 |
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
23 |
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
23 |
Bayesian Capital Management, LP |
23 |
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
23 |
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
23 |
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
23 |
Oppenheimer & Co Inc |
23 |
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
23 |
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
23 |
Cowen And Company, Llc |
23 |
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
23 |
Meeder Asset Management Inc |
23 |
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
23 |
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
23 |
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
23 |
VCSLX - VALIC Co I - Small Cap Index Fund |
23 |
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
23 |
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
23 |
Los Angeles Capital Management Llc |
23 |
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
23 |
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
23 |
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
23 |
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
23 |
Adage Capital Partners Gp, L.l.c. |
23 |
Credit Suisse High Yield Bond Fund |
23 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
23 |
Rivernorth Opportunities Fund, Inc. |
23 |
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
23 |
Gilder Gagnon Howe & Co Llc |
23 |
Cibc World Markets Corp |
23 |
Pathstone Family Office, Llc |
23 |
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
23 |
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
23 |
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
23 |
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
23 |
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
23 |
Natixis |
22 |
TENOR CAPITAL MANAGEMENT Co., L.P. |
22 |
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
22 |
Brookfield Asset Management Inc. |
22 |
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
22 |
Thompson Siegel & Walmsley Llc |
22 |
Entropy Technologies, LP |
22 |
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
22 |
Belvedere Trading LLC |
22 |
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
22 |
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
22 |
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
22 |
Blair William & Co/il |
22 |
Corton Capital Inc. |
22 |
Governors Lane LP |
22 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
22 |
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
22 |
VDAFX - VALIC Co I - Dynamic Allocation Fund |
22 |
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
22 |
MAI Capital Management |
22 |
Cambridge Investment Research Advisors, Inc. |
22 |
Principal Funds Inc |
22 |
Boston Partners |
22 |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
22 |
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
22 |
Shell Asset Management Co |
22 |
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
22 |
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
22 |
PENN SERIES FUNDS INC - International Equity Fund |
22 |
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
22 |
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
22 |
Quinn Opportunity Partners LLC |
22 |
BNP Paribas Asset Management Holding S.A. |
22 |
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
22 |
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
22 |
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
22 |
New America High Income Fund Inc |
22 |
K.J. Harrison & Partners Inc |
22 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
22 |
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
22 |
Tiaa-cref Funds |
22 |
College Retirement Equities Fund |
22 |
Aster Capital Management (DIFC) Ltd |
22 |
Bridgeway Capital Management Inc |
22 |
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
22 |
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
22 |
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
22 |
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
22 |
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
22 |
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
22 |
Ellevest, Inc. |
22 |
Manchester Capital Management LLC |
22 |
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
22 |
Rivernorth Capital Management, Llc |
22 |
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
22 |
Laurion Capital Management LP |
22 |
Teachers Retirement System Of The State Of Kentucky |
22 |
BlackRock Group LTD |
22 |
Pictet Asset Management Holding SA |
22 |
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
22 |
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
22 |
D.a. Davidson & Co. |
22 |
Amalgamated Financial Corp. |
22 |
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
22 |
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
22 |
Ubs Ag |
22 |
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
22 |
Royce & Associates Lp |
22 |
First Republic Investment Management, Inc. |
22 |
North Star Investment Management Corp. |
21 |
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
21 |
Holocene Advisors, LP |
21 |
Berman Capital Advisors, LLC |
21 |
Advent Capital Management /de/ |
21 |
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
21 |
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
21 |
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
21 |
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
21 |
Putnam Premier Income Trust |
21 |
Eagle Asset Management Inc |
21 |
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
21 |
MASTER BOND LLC - Master Total Return Portfolio |
21 |
CoreCap Advisors, LLC |
21 |
Spire Wealth Management |
21 |
Allianzgi Diversified Income & Convertible Fund |
21 |
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
21 |
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
21 |
Brinker Capital Investments, LLC |
21 |
Putnam Master Intermediate Income Trust |
21 |
Vantagepoint Funds |
21 |
Teachers Advisors, Llc |
21 |
Tiaa Cref Investment Management Llc |
21 |
Benjamin F. Edwards & Company, Inc. |
21 |
Ci Investments Inc. |
21 |
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
21 |
Assenagon Asset Management S.A. |
21 |
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
21 |
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
21 |
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
21 |
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
21 |
Eaton Vance Ltd Duration Income Fund |
21 |
Relative Value Fund |
21 |
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
21 |
Virginia Retirement Systems Et Al |
21 |
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
21 |
Periscope Capital Inc. |
21 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
21 |
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
21 |
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
21 |
Calamos Convertible & High Income Fund |
21 |
Calamos Convertible Opportunities & Income Fund |
21 |
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
21 |
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
21 |
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
21 |
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
21 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
21 |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
21 |
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
21 |
Kcg Holdings, Inc. |
21 |
Penn Capital Management Co Inc |
21 |
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
21 |
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
21 |
DekaBank Deutsche Girozentrale |
21 |
EntryPoint Capital, LLC |
21 |
Eaton Vance Management |
21 |
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
21 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
21 |
ArrowMark Colorado Holdings LLC |
21 |
Brevan Howard Capital Management LP |
21 |
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
21 |
Tfs Capital Investment Trust |
21 |
Capital Advisors, Ltd. LLC |
21 |
Vestcor Inc |
21 |
Private Advisor Group, LLC |
21 |
Loomis Sayles & Co L P |
21 |
Capula Management Ltd |
21 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
21 |
PEAK6 Investments, L.P. |
21 |
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
20 |
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
20 |
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
20 |
Axa S.a. |
20 |
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
20 |
Axq Capital, Lp |
20 |
Advisory Research Inc |
20 |
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
20 |
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
20 |
International Assets Investment Management, Llc |
20 |
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
20 |
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
20 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
20 |
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
20 |
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
20 |
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
20 |
State of Tennessee, Treasury Department |
20 |
PEJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Leisure and Entertainment ETF |
20 |
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
20 |
Calamos Dynamic Convertible & Income Fund |
20 |
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
20 |
Cinctive Capital Management LP |
20 |
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
20 |
Monashee Investment Management LLC |
20 |
Private Trust Co Na |
20 |
Orion Portfolio Solutions, LLC |
20 |
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
20 |
Woodline Partners LP |
20 |
Advanced Series Trust - Ast High Yield Portfolio |
20 |
FORA Capital, LLC |
20 |
Lombard Odier Asset Management (USA) Corp |
20 |
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
20 |
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
20 |
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
20 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
20 |
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
20 |
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
20 |
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
20 |
MYDA Advisors LLC |
20 |
Toroso Investments, LLC |
20 |
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
20 |
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
20 |
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
20 |
Fuller & Thaler Asset Management, Inc. |
20 |
Belpointe Asset Management LLC |
20 |
CenterBook Partners LP |
20 |
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
20 |
Clear Street Llc |
20 |
R Squared Ltd |
20 |
SG3 Management, LLC |
20 |
Quantamental Technologies LLC |
20 |
Oppenheimer Asset Management Inc. |
20 |
Segantii Capital Management Ltd |
20 |
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
20 |
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
20 |
Castle Creek Arbitrage, LLC |
20 |
Yakira Capital Management, Inc. |
20 |
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
20 |
Weiss Strategic Interval Fund |
20 |
Kornitzer Capital Management Inc /ks |
20 |
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
20 |
TD Waterhouse Canada Inc. |
20 |
Glenmede Trust Co Na |
20 |
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
20 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
20 |
Massachusetts Financial Services Co /ma/ |
20 |
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
20 |
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
20 |
First Manhattan Co |
20 |
Clearbridge Investments, LLC |
20 |
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
20 |
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
20 |
Natixis Advisors, L.p. |
20 |
Fir Tree Capital Management Lp |
19 |
Patriot Financial Group Insurance Agency, LLC |
19 |
Whittier Trust Co |
19 |
Alliancebernstein Global High Income Fund Inc |
19 |
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
19 |
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
19 |
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
19 |
EBI - RBB Fund Trust - Longview Advantage ETF |
19 |
Bartlett & Co. Wealth Management Llc |
19 |
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
19 |
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
19 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
19 |
Hillsdale Investment Management Inc. |
19 |
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
19 |
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
19 |
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
19 |
Bamco Inc /ny/ |
19 |
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
19 |
Antara Capital LP |
19 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
19 |
Mackay Shields Llc |
19 |
Farmers & Merchants Investments Inc |
19 |
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
19 |
Cresset Asset Management, LLC |
19 |
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
19 |
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
19 |
Mfs Charter Income Trust |
19 |
Jfs Wealth Advisors, Llc |
19 |
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
19 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
19 |
Cetera Advisor Networks LLC |
19 |
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
19 |
Calamos Global Total Return Fund |
19 |
Proficio Capital Partners LLC |
19 |
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
19 |
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
19 |
Seven Eight Capital, Lp |
19 |
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
19 |
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
19 |
IWC - iSHARES TRUST - iShares Micro-Cap ETF |
19 |
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
19 |
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
19 |
Blueshift Asset Management, LLC |
19 |
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
19 |
Clearline Capital LP |
19 |
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
19 |
SJS Investment Consulting Inc. |
19 |
GAM Holding AG |
19 |
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
19 |
Point72 Asia (Singapore) Pte. Ltd. |
19 |
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
19 |
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
19 |
Westchester Capital Management, LLC |
19 |
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
19 |
Context Capital Management, LLC |
19 |
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
19 |
Aperio Group, LLC |
19 |
Mutual Of America Capital Management Llc |
19 |
Credit Agricole S A |
19 |
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
19 |
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
19 |
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
19 |
NEXT Financial Group, Inc |
19 |
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
19 |
Whittier Trust Co Of Nevada Inc |
19 |
Russell Frank Co/ |
19 |
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
19 |
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
18 |
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
18 |
Mfs Intermediate High Income Fund |
18 |
State Farm Mutual Fund Trust |
18 |
State Farm Variable Product Trust |
18 |
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
18 |
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
18 |
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
18 |
Sherbrooke Park Advisers Llc |
18 |
National Asset Management, Inc. |
18 |
Cetera Investment Advisers |
18 |
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
18 |
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
18 |
1832 Asset Management L.P. |
18 |
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
18 |
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
18 |
Glassman Wealth Services |
18 |
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
18 |
GIMFX - GMO TRUST - GMO Implementation Fund |
18 |
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
18 |
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
18 |
Pinz Capital Management, LP |
18 |
Anson Funds Management LP |
18 |
Twinbeech Capital Lp |
18 |
MMCAP International Inc. SPC |
18 |
Boston Private Wealth Llc |
18 |
Emerald Acquisition Ltd. |
18 |
Northern Right Capital Management, L.P. |
18 |
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
18 |
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
18 |
Acrospire Investment Management LLC |
18 |
Spark Investment Management LLC |
18 |
Versor Investments LP |
18 |
Teza Capital Management LLC |
18 |
Vanguard World Fund |
18 |
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
18 |
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
18 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
18 |
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
18 |
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
18 |
Pentwater Capital Management LP |
18 |
Sowell Financial Services LLC |
18 |
Caxton Associates Lp |
18 |
Schroder Investment Management Group |
18 |
First Hawaiian Bank |
18 |
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
18 |
Oregon Public Employees Retirement Fund |
18 |
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
18 |
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
18 |
Cvi Holdings, Llc |
18 |
Claymore Exchange-traded Fund Trust |
18 |
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
18 |
A.R.T. Advisors, LLC |
18 |
Guggenheim Active Allocation Fund |
18 |
Radcliffe Capital Management, L.P. |
18 |
Klp Kapitalforvaltning As |
18 |
Jain Global LLC |
18 |
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
18 |
Ellington Management Group Llc |
18 |
Keybank National Association/oh |
18 |
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
18 |
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
18 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
18 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
18 |
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
18 |
Blackstone Group Inc |
18 |
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
18 |
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
18 |
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
18 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
18 |
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
18 |
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
18 |
Mfs Multimarket Income Trust |
18 |
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
18 |
Mfs Special Value Trust |
18 |
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
18 |
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
18 |
United Services Automobile Association |
17 |
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class |
17 |
Alphacrest Capital Management Llc |
17 |
AMP Capital Investors Ltd |
17 |
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
17 |
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
17 |
Kkr Income Opportunities Fund |
17 |
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
17 |
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
17 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 |
17 |
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
17 |
Teton Advisors, Inc. |
17 |
Disciplined Investments, LLC |
17 |
Sawtooth Solutions, LLC |
17 |
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
17 |
Bluefin Capital Management, Llc |
17 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
17 |
Ground Swell Capital, LLC |
17 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
17 |
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
17 |
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) |
17 |
Pnc Funds |
17 |
Hawk Ridge Capital Management Lp |
17 |
Venturi Wealth Management, LLC |
17 |
Stephens Consulting, LLC |
17 |
Quantitative Systematic Strategies LLC |
17 |
NumerixS Investment Technologies Inc |
17 |
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
17 |
Moors & Cabot, Inc. |
17 |
Martingale Asset Management L P |
17 |
Resources Investment Advisors, LLC. |
17 |
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
17 |
PENN SERIES FUNDS INC - Flexibly Managed Fund |
17 |
RSSL - Global X Funds - Global X Russell 2000 ETF |
17 |
Maverick Capital Ltd |
17 |
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
17 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
17 |
Piedmont Investment Advisors Llc |
17 |
Cullen/frost Bankers, Inc. |
17 |
Hutchin Hill Capital, LP |
17 |
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
17 |
Thompson Davis & Co., Inc. |
17 |
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. |
17 |
Beryl Capital Management LLC |
17 |
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
17 |
Wealthcare Advisory Partners LLC |
17 |
Jennison Associates Llc |
17 |
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
17 |
Elequin Capital Lp |
17 |
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
17 |
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
17 |
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
17 |
Capital Research Global Investors |
17 |
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
17 |
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
17 |
Bartlett & Co. LLC |
17 |
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
17 |
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
17 |
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
17 |
Hexagon Capital Partners LLC |
17 |
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
17 |
Fortitude Family Office, LLC |
17 |
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
17 |
Alpha Paradigm Partners, LLC |
17 |
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
17 |
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
17 |
Prudential Short Duration High Yield Fund, Inc. |
17 |
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
17 |
FEDERATED CORE TRUST - High Yield Bond Portfolio |
17 |
Regions Financial Corp |
17 |
Asset Management One Co., Ltd. |
17 |
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
17 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
17 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
17 |
Wedge Capital Management L L P/nc |
17 |
Point72 (DIFC) Ltd |
17 |
Kennedy Capital Management, Inc. |
17 |
Handelsbanken Fonder AB |
17 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio |
17 |
Ameritas Investment Corp |
17 |
Harbor Capital Advisors, Inc. |
17 |
Avion Wealth |
17 |
New York Life Investment Management Llc |
17 |
MetLife Securities, Inc |
17 |
Quent Capital, LLC |
17 |
Maven Securities LTD |
17 |
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
17 |
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
17 |
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
17 |
1060 Capital, LLC |
17 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
17 |
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
16 |
State of Alaska, Department of Revenue |
16 |
RBF Capital, LLC |
16 |
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
16 |
Profunds - Profund Vp Oil & Gas |
16 |
Cipher Capital LP |
16 |
Gabelli Multimedia Trust Inc. |
16 |
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
16 |
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
16 |
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
16 |
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
16 |
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
16 |
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
16 |
Kestra Advisory Services, LLC |
16 |
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
16 |
Commerce Bank |
16 |
Berkley W R Corp |
16 |
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
16 |
IMC-Chicago, LLC |
16 |
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
16 |
Hartford Mutual Funds Inc/ct |
16 |
Spot Trading L.L.C |
16 |
Globeflex Capital L P |
16 |
KKR Credit Opportunities Portfolio |
16 |
Cooper Creek Partners Management Llc |
16 |
Pinnacle Associates Ltd |
16 |
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
16 |
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
16 |
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
16 |
Old Mission Capital Llc |
16 |
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF |
16 |
Humankind Benefit Corp - Humankind US Stock ETF |
16 |
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
16 |
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
16 |
AE Wealth Management LLC |
16 |
CENTRAL TRUST Co |
16 |
Mml Investors Services, Llc |
16 |
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
16 |
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
16 |
Sunbelt Securities, Inc. |
16 |
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
16 |
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund |
16 |
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
16 |
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
16 |
CIBC World Markets Inc. |
16 |
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
16 |
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class |
16 |
Baird Financial Group, Inc. |
16 |
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
16 |
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A |
16 |
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
16 |
Golden State Wealth Management, LLC |
16 |
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV |
16 |
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
16 |
Simon Quick Advisors, Llc |
16 |
Rydex Etf Trust |
16 |
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
16 |
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
16 |
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
16 |
CI Private Wealth, LLC |
16 |
MERVX - MERGER FUND VL - The Merger Fund VL |
16 |
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
16 |
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
16 |
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
16 |
Summit Trail Advisors, Llc |
16 |
Headlands Technologies LLC |
16 |
Umb Bank N A/mo |
16 |
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
16 |
Public Sector Pension Investment Board |
16 |
Point72 Middle East FZE |
16 |
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
16 |
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
16 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
16 |
Angelo Gordon & Co., L.p. |
16 |
Stevens Capital Management Lp |
16 |
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
16 |
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
16 |
Stephens Inc /ar/ |
16 |
QS Investors, LLC |
16 |
Park West Asset Management LLC |
16 |
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
16 |
CastleKnight Management LP |
16 |
Wealth Enhancement Advisory Services, Llc |
16 |
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
16 |
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
16 |
Nbc Securities, Inc. |
16 |
Bridgefront Capital, LLC |
16 |
Sciencast Management LP |
16 |
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A |
16 |
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
16 |
Ensign Peak Advisors, Inc |
16 |
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I |
16 |
Allianzgi Convertible & Income Fund Ii |
16 |
Allianzgi Convertible & Income Fund |
16 |
Forum Funds |
16 |
Castleark Management Llc |
16 |
Peak6 Llc |
16 |
Quantinno Capital Management LP |
16 |
Catalyst Funds Management Pty Ltd |
16 |
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
16 |
Mangrove Partners |
16 |
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
16 |
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
16 |
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares |
16 |
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV |
16 |
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
16 |
Steward Financial Group LLC |
15 |
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
15 |
Oppenheimer Funds Inc |
15 |
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
15 |
Athanor Capital, Lp |
15 |
Wealthspire Advisors, L.P. |
15 |
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF |
15 |
C M Bidwell & Associates Ltd |
15 |
Oppenheimer Etf Trust |
15 |
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class |
15 |
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
15 |
Xponance, Inc. |
15 |
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A |
15 |
Sandler Capital Management |
15 |
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
15 |
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
15 |
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
15 |
Private Capital Group, LLC |
15 |
CIBC Asset Management Inc |
15 |
TIG Advisors, LLC |
15 |
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
15 |
Weld Capital Management Llc |
15 |
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
15 |
Private Wealth Management Group, LLC |
15 |
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
15 |
Voya Prime Rate Trust |
15 |
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
15 |
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
15 |
IHT Wealth Management, LLC |
15 |
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
15 |
BRYN MAWR TRUST Co |
15 |
Hantz Financial Services, Inc. |
15 |
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
15 |
Stratos Wealth Partners, LTD. |
15 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
15 |
Bokf, Na |
15 |
Brandywine Global Investment Management, LLC |
15 |
Vident Investment Advisory, LLC |
15 |
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
15 |
Owl Creek Asset Management, L.P. |
15 |
Gradient Investments LLC |
15 |
Whitebox Advisors Llc |
15 |
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
15 |
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
15 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
15 |
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
15 |
DiNuzzo Private Wealth, Inc. |
15 |
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
15 |
Keebeck Alpha, LP |
15 |
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
15 |
Hancock Whitney Corp |
15 |
Airain ltd |
15 |
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
15 |
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
15 |
Susquehanna Portfolio Strategies, LLC |
15 |
Wiley Bros.-aintree Capital, Llc |
15 |
Louisiana State Employees Retirement System |
15 |
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
15 |
Tortoise Investment Management, LLC |
15 |
potrero capital research llc |
15 |
Advisors Asset Management, Inc. |
15 |
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
15 |
Pathstone Holdings, LLC |
15 |
NewEdge Wealth, LLC |
15 |
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
15 |
Scopus Asset Management, L.p. |
15 |
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
15 |
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
15 |
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
15 |
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
15 |
Optiver Holding B.V. |
15 |
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund |
15 |
Bank Of Nova Scotia |
15 |
Anchor Investment Management, LLC |
15 |
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 |
15 |
Mather Group, Llc. |
15 |
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
15 |
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
15 |
Compagnie Lombard Odier SCmA |
15 |
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
15 |
ClariVest Asset Management LLC |
15 |
BlackRock Capital Allocation Trust |
15 |
Synovus Financial Corp |
15 |
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
15 |
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
15 |
Pearl River Capital, LLC |
15 |
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
15 |
Tfs Capital Llc |
15 |
LRI Investments, LLC |
15 |
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
15 |
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A |
15 |
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
15 |
Bleakley Financial Group, LLC |
15 |
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
15 |
Empowered Funds, LLC |
15 |
Mount Yale Investment Advisors, LLC |
15 |
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
15 |
Hemington Wealth Management |
15 |
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF |
15 |
Amundi Pioneer Asset Management Inc |
15 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
15 |
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
15 |
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
15 |
Independent Advisor Alliance |
15 |
Diversified Trust Co |
15 |
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
15 |
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
15 |
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A |
15 |
FDx Advisors, Inc. |
14 |
Wipfli Financial Advisors Llc, |
14 |
SOUTH STATE Corp |
14 |
Counterpoint Mutual Funds LLC |
14 |
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
14 |
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
14 |
Bluefin Trading, LLC |
14 |
Cornerstone Capital Management Holdings Llc. |
14 |
Rehmann Capital Advisory Group |
14 |
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
14 |
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
14 |
Capital Analysts, Inc. |
14 |
Opal Wealth Advisors, LLC |
14 |
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity |
14 |
Wells Fargo Income Opportunities Fund |
14 |
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
14 |
Tcw Group Inc |
14 |
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
14 |
Westside Investment Management, Inc. |
14 |
Bogle Investment Management L P /de/ |
14 |
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
14 |
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
14 |
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
14 |
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
14 |
Townsquare Capital Llc |
14 |
RidgeWorth Capital Management LLC |
14 |
Valeo Financial Advisors, LLC |
14 |
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
14 |
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
14 |
Numerai GP LLC |
14 |
P Schoenfeld Asset Management Lp |
14 |
Innealta Capital, Llc |
14 |
Assured Investment Management LLC |
14 |
River Road Asset Management, LLC |
14 |
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
14 |
Gemmer Asset Management LLC |
14 |
WPG Advisers, LLC |
14 |
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
14 |
Illinois Municipal Retirement Fund |
14 |
Schubert & Co |
14 |
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
14 |
Shellback Capital, LP |
14 |
Fred Alger Management, Llc |
14 |
MUFG Americas Holdings Corp |
14 |
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
14 |
Qsemble Capital Management, LP |
14 |
Wedbush Securities Inc |
14 |
Inceptionr Llc |
14 |
Td Private Client Wealth Llc |
14 |
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
14 |
Twin Tree Management, LP |
14 |
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
14 |
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
14 |
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
14 |
Mizuho Securities Usa Llc |
14 |
Gabelli Equity Trust Inc |
14 |
PineBridge Investments, L.P. |
14 |
Saba Capital Management, L.P. |
14 |
Exos Asset Management LLC |
14 |
III Capital Management |
14 |
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
14 |
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
14 |
Howe & Rusling Inc |
14 |
Harbour Capital Advisors, LLC |
14 |
Samlyn Capital, Llc |
14 |
Crewe Advisors LLC |
14 |
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF |
14 |
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
14 |
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
14 |
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class |
14 |
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
14 |
Universal- Beteiligungs- und Servicegesellschaft mbH |
14 |
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
14 |
Robeco Institutional Asset Management B.V. |
14 |
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
14 |
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class |
14 |
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
14 |
DRW Securities, LLC |
14 |
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
14 |
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
14 |
Yousif Capital Management, Llc |
14 |
Hood River Capital Management LLC |
14 |
MHITX - MFS SERIES TRUST III - MFS High Income Fund A |
14 |
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
14 |
Carroll Financial Associates, Inc. |
14 |
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
14 |
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
14 |
First Mercantile Trust Co |
14 |
Nicholas Investment Partners, LP |
14 |
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
14 |
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
14 |
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
14 |
Texas Permanent School Fund |
14 |
Vanguard Horizon Funds |
14 |
Nordea Investment Management Ab |
14 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
14 |
Mirabella Financial Services Llp |
14 |
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
14 |
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares |
14 |
Marathon Trading Investment Management LLC |
14 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
14 |
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
14 |
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
14 |
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
14 |
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
14 |
nVerses Capital, LLC |
14 |
Westfield Capital Management Co Lp |
14 |
HGC Investment Management Inc. |
14 |
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
14 |
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
14 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
14 |
First Quadrant L P/ca |
14 |
Profund Advisors Llc |
13 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
13 |
Mercer Global Advisors Inc /adv |
13 |
Sandy Spring Bank |
13 |
Interchange Capital Partners, LLC |
13 |
Atlantic Trust, LLC |
13 |
Concord Wealth Partners |
13 |
Jupiter Asset Management Ltd |
13 |
Chicago Equity Partners Llc |
13 |
Flagship Harbor Advisors, Llc |
13 |
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
13 |
Lido Advisors, LLC |
13 |
Atria Investments Llc |
13 |
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
13 |
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class |
13 |
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
13 |
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) |
13 |
Interval Partners, LP |
13 |
Longfellow Investment Management Co Llc |
13 |
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
13 |
Baystate Wealth Management LLC |
13 |
Banque Cantonale Vaudoise |
13 |
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
13 |
Profunds - Profund Vp Consumer Services |
13 |
Wells Fargo Multi-sector Income Fund |
13 |
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
13 |
Rise Advisors, LLC |
13 |
Gts Securities Llc |
13 |
Enterprise Financial Services Corp |
13 |
Abound Wealth Management |
13 |
HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
13 |
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
13 |
Blackstone / Gso Strategic Credit Fund |
13 |
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
13 |
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
13 |
Jericho Capital Asset Management L.P. |
13 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
13 |
Cannell Capital Llc |
13 |
Ethic Inc. |
13 |
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
13 |
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
13 |
Gerber Kawasaki Wealth & Investment Management |
13 |
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
13 |
Griffin Institutional Access Credit Fund |
13 |
Fortress Investment Group LLC |
13 |
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
13 |
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
13 |
Candriam Luxembourg S.C.A. |
13 |
Nantahala Capital Management, LLC |
13 |
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
13 |
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
13 |
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
13 |
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I |
13 |
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services |
13 |
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
13 |
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
13 |
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
13 |
Calamos Long/Short Equity & Dynamic Income Trust |
13 |
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
13 |
Atika Capital Management LLC |
13 |
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
13 |
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
13 |
Macroview Investment Management Llc |
13 |
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
13 |
Luxor Capital Group, LP |
13 |
Parkworth Wealth Management, Inc. |
13 |
Earnest Partners Llc |
13 |
JustInvest LLC |
13 |
Ameritas Advisory Services, LLC |
13 |
Q Global Advisors, LLC |
13 |
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
13 |
QCVAX - Clearwater Investment Trust - Clearwater International Fund |
13 |
Capital World Investors |
13 |
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
13 |
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
13 |
Nuveen Floating Rate Income Fund |
13 |
Centaurus Financial, Inc. |
13 |
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
13 |
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I |
13 |
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
13 |
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
13 |
Sutton Wealth Advisors Inc. |
13 |
Sequoia Financial Advisors, LLC |
13 |
Montag A & Associates Inc |
13 |
Bayforest Capital Ltd |
13 |
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
13 |
Emerald Advisers, Llc |
13 |
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
13 |
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class |
13 |
Investors Research Corp |
13 |
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
13 |
Delpha Capital Management, Llc |
13 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
13 |
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
13 |
Alps Advisors Inc |
13 |
Voya Senior Income Fund |
13 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 |
13 |
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
13 |
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
13 |
Greenland Capital Management LP |
13 |
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
13 |
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
13 |
Newbridge Financial Services Group, Inc. |
13 |
Jacobi Capital Management LLC |
13 |
Catalyst Capital Advisors LLC |
13 |
Etf Managers Group, Llc |
13 |
Skandinaviska Enskilda Banken AB (publ) |
13 |
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
13 |
Atticus Wealth Management, Llc |
13 |
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
13 |
Fiera Capital Corp |
13 |
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
13 |
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
13 |
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
13 |
RBB FUND, INC. - Adara Smaller Companies Fund |
13 |
Plante Moran Financial Advisors, LLC |
13 |
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
13 |
BlackRock Japan Co. Ltd |
13 |
Sofos Investments, Inc. |
13 |
Mint Tower Capital Management B.V. |
13 |
Aviva Plc |
13 |
WealthPLAN Partners, LLC |
13 |
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A |
13 |
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
13 |
Money Concepts Capital Corp |
13 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
13 |
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
13 |
Atria Wealth Solutions, Inc. |
13 |
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
13 |
Segall Bryant & Hamill, Llc |
13 |
Numeric Investors Llc |
13 |
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
13 |
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
13 |
Financial Management Professionals, Inc. |
13 |
Waratah Capital Advisors Ltd. |
13 |
FinTrust Capital Advisors, LLC |
13 |
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
13 |
Harvest Fund Management Co., Ltd |
13 |
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund |
13 |
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
13 |
TFC Financial Management |
13 |
Bridgewater Associates, LP |
13 |
William Blair Investment Management, Llc |
13 |
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
13 |
Nine Chapters Capital Management LLC |
13 |
Menta Capital Llc |
13 |
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
13 |
BlackRock ETF Trust II - BlackRock Flexible Income ETF |
13 |
Princeton Global Asset Management LLC |
13 |
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
12 |
BETZ - Listed Funds Trust - Roundhill Sports Betting & iGaming ETF |
12 |
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
12 |
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
12 |
Clear Harbor Asset Management, LLC |
12 |
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
12 |
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
12 |
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
12 |
Alambic Investment Management, L.P. |
12 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
12 |
VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
12 |
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
12 |
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
12 |
Princeton Alpha Management LP |
12 |
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
12 |
Twin Peaks Wealth Advisors, LLC |
12 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
12 |
Cantor Fitzgerald, L. P. |
12 |
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
12 |
Utah Retirement Systems |
12 |
Scotia Capital Inc. |
12 |
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
12 |
Bloom Tree Partners, Llc |
12 |
Prospera Financial Services Inc |
12 |
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
12 |
Sanders Morris Harris Llc |
12 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
12 |
Wells Fargo Utilities & High Income Fund |
12 |
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
12 |
SYSTM Wealth Solutions LLC |
12 |
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
12 |
Rice Hall James & Associates, Llc |
12 |
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
12 |
Castleview Partners, Llc |
12 |
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
12 |
American Capital Advisory, LLC |
12 |
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A |
12 |
Municipal Employees' Retirement System of Michigan |
12 |
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
12 |
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
12 |
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
12 |
Central Pacific Bank - Trust Division |
12 |
Focused Wealth Management, Inc |
12 |
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
12 |
Teton Westwood Funds |
12 |
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
12 |
Advisor Resource Council |
12 |
CAPROCK Group, Inc. |
12 |
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
12 |
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA |
12 |
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
12 |
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A |
12 |
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
12 |
Global Financial Private Client, LLC |
12 |
Echo Street Capital Management LLC |
12 |
StoneX Group Inc. |
12 |
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
12 |
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
12 |
Crossmark Global Holdings, Inc. |
12 |
Spring Creek Capital Llc |
12 |
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
12 |
Glen Eagle Advisors, LLC |
12 |
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
12 |
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
12 |
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
12 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
12 |
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
12 |
Institutional & Family Asset Management, Llc |
12 |
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
12 |
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
12 |
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
12 |
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
12 |
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I |
12 |
We Are One Seven, LLC |
12 |
Duality Advisers, Lp |
12 |
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
12 |
Coppell Advisory Solutions LLC |
12 |
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
12 |
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
12 |
Pictet Asset Management Sa |
12 |
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
12 |
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
12 |
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
12 |
Tcwp Llc |
12 |
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
12 |
Employees Retirement System of Texas |
12 |
Agf Management Ltd |
12 |
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund |
12 |
MQS Management LLC |
12 |
Daiwa Securities Group Inc. |
12 |
Element Capital Management Llc |
12 |
Trust Co Of Vermont |
12 |
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
12 |
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
12 |
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
12 |
Visium Asset Management, LP |
12 |
Nuveen Credit Strategies Income Fund |
12 |
Cary Street Partner Investment Advisory Llc |
12 |
Maryland State Retirement & Pension System |
12 |
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
12 |
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. |
12 |
T. Rowe Price Investment Management, Inc. |
12 |
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A |
12 |
Barrow Hanley Mewhinney & Strauss Llc |
12 |
FDLSX - FIDELITY SELECT PORTFOLIOS - Leisure Portfolio |
12 |
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
12 |
Meridian Wealth Partners, LLC |
12 |
Emerald Mutual Fund Advisers Trust |
12 |
Lighthouse Investment Partners, LLC |
12 |
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
12 |
Vident Advisory, LLC |
12 |
DAVENPORT & Co LLC |
12 |
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
12 |
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
12 |
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
12 |
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
12 |
Neo Ivy Capital Management |
12 |
Edgestream Partners, L.P. |
12 |
Trustcore Financial Services, Llc |
12 |
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
12 |
Alpha DNA Investment Management LLC |
12 |
PharVision Advisers, LLC |
12 |
Systematic Financial Management Lp |
12 |
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
12 |
Comerica Securities,inc. |
12 |
IndexIQ Advisors LLC |
12 |
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
12 |
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
12 |
North Fourth Asset Management, LP |
12 |
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class |
12 |
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
12 |
Palisade Capital Management Llc/nj |
12 |
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
12 |
Guardian Wealth Advisors, LLC |
12 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
12 |
Salem Investment Counselors Inc |
12 |
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A |
12 |
Underlying Funds Trust |
12 |
Jaffetilchin Investment Partners, LLC |
12 |
Fifth Lane Capital, Lp |
12 |
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
12 |
Snowden Capital Advisors LLC |
12 |
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
12 |
Allianzgi Equity & Convertible Income Fund |
12 |
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
12 |
WASHINGTON TRUST Co |
12 |
Sumitomo Mitsui Trust Holdings, Inc. |
12 |
Convergence Investment Partners, LLC |
12 |
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa |
12 |
Yorktown Management & Research Co Inc |
12 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
12 |
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
12 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
12 |
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
12 |
Winslow, Evans & Crocker, Inc. |
12 |
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
12 |
FLDFX - Meeder Funds - BALANCED FUND Retail Class |
12 |
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
12 |
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF |
12 |
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
12 |
Divisadero Street Capital Management, LP |
12 |
Sargent Bickham Lagudis LLC |
12 |
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
12 |
Manatuck Hill Partners, LLC |
12 |
Rsm Us Wealth Management Llc |
11 |
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
11 |
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
11 |
Covalent Partners LLC |
11 |
Palmer Square Opportunistic Income Fund |
11 |
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class |
11 |
Evergreen Capital Management Llc |
11 |
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
11 |
Tocqueville Asset Management L.p. |
11 |
First Trust High Income Long/short Fund |
11 |
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A |
11 |
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
11 |
JS Capital Management LLC |
11 |
Global Income Builder Portfolio - Global Income Builder Portfolio |
11 |
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
11 |
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
11 |
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
11 |
IWB - iSHARES TRUST - iShares Russell 1000 ETF |
11 |
CVA Family Office, LLC |
11 |
STXK - EA Series Trust - Strive Small-Cap ETF |
11 |
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF |
11 |
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
11 |
Jackson Creek Investment Advisors LLC |
11 |
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
11 |
Gabelli Equity Series Funds Inc |
11 |
Sei Trust Co |
11 |
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
11 |
STXG - EA Series Trust - Strive 1000 Growth ETF |
11 |
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
11 |
Pinnacle Wealth Planning Services, Inc. |
11 |
High Income Opportunities Portfolio - High Income Opportunities Portfolio |
11 |
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
11 |
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
11 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
11 |
Financial Gravity Companies, Inc. |
11 |
Arkadios Wealth Advisors |
11 |
Freestone Grove Partners LP |
11 |
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
11 |
Oppenheimer Global Multi Strategies Fund |
11 |
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A |
11 |
Vivaldi Asset Management, LLC |
11 |
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class |
11 |
Harbor Investment Advisory, Llc |
11 |
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
11 |
Raymond James Trust N.a. |
11 |
Ing Groep Nv |
11 |
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
11 |
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
11 |
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
11 |
IBM Retirement Fund |
11 |
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
11 |
Bay Harbor Wealth Management, LLC |
11 |
FEDERATED CORE TRUST - Federated Bank Loan Core Fund |
11 |
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
11 |
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
11 |
Kilter Group LLC |
11 |
Wexford Capital Lp |
11 |
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
11 |
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
11 |
Sound Income Strategies, LLC |
11 |
Sanctuary Advisors, LLC |
11 |
EHLS - Tidal Trust II - Even Herd Long Short ETF |
11 |
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
11 |
DAACX - Adviser Managed Trust - Diversified Equity Fund |
11 |
Rational Advisors Llc |
11 |
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
11 |
Empyrean Capital Partners, LP |
11 |
Carlson Capital L P |
11 |
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A |
11 |
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
11 |
Sage Rock Capital Management LP |
11 |
Cordant, Inc. |
11 |
Deere & Co |
11 |
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
11 |
Cornerstone Planning Group LLC |
11 |
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
11 |
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
11 |
HFM Investment Advisors, LLC |
11 |
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
11 |
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
11 |
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
11 |
Boussard & Gavaudan Investment Management LLP |
11 |
Toth Financial Advisory Corp |
11 |
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
11 |
Delta Asset Management Llc/tn |
11 |
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
11 |
Kohlberg Kravis Roberts & Co. L.P. |
11 |
Treasurer of the State of North Carolina |
11 |
Gabelli Dividend & Income Trust |
11 |
Creative Financial Designs Inc /adv |
11 |
Pictet Asset Management Ltd |
11 |
Readystate Asset Management Lp |
11 |
Columbus Circle Investors |
11 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
11 |
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
11 |
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
11 |
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
11 |
Taconic Capital Advisors LP |
11 |
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
11 |
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
11 |
Bogart Wealth, LLC |
11 |
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
11 |
Nuveen S&p 500 Dynamic Overwrite Fund |
11 |
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
11 |
Retirement Systems of Alabama |
11 |
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
11 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
11 |
United Capital Financial Advisers, Llc |
11 |
Blackstone / Gso Floating Rate Enhanced Income Fund |
11 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
11 |
Kapitalo Investimentos Ltda |
11 |
Wells Fargo Global Dividend Opportunity Fund |
11 |
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund |
11 |
RWC Asset Management LLP |
11 |
EAM Global Investors LLC |
11 |
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
11 |
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
11 |
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
11 |
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
11 |
Migdal Insurance & Financial Holdings Ltd. |
11 |
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund |
11 |
Smithfield Trust Co |
11 |
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
11 |
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
11 |
Bluestein R H & Co |
11 |
Vanguard Explorer Fund |
11 |
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
11 |
DeepCurrents Investment Group LLC |
11 |
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) |
11 |
Basso Capital Management, L.p. |
11 |
Colonial Trust Co / SC |
11 |
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
11 |
Black Maple Capital Management LP |
11 |
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
11 |
Tradition Wealth Management, LLC |
11 |
Ghisallo Capital Management LLC |
11 |
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
11 |
Maplelane Capital, Llc |
11 |
Lenox Wealth Advisors, LLC |
11 |
Gratia Capital, Llc |
11 |
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
11 |
JNBA Financial Advisors |
11 |
Advanced Series Trust - Ast Small-cap Value Portfolio |
11 |
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF |
11 |
State Of Michigan Retirement System |
11 |
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
11 |
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
11 |
Athos Capital Ltd |
11 |
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
11 |
Wealthfront Advisers Llc |
11 |
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
11 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
11 |
Evoke Wealth, Llc |
11 |
Aristides Capital LLC |
11 |
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
11 |
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
11 |
Deltec Asset Management Llc |
11 |
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares |
11 |
WFG Advisors, LP |
11 |
Pine River Capital Management L.P. |
11 |
DLD Asset Management, LP |
11 |
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
11 |
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
11 |
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
11 |
Suntrust Banks Inc |
11 |
IEME - iShares U.S. ETF Trust - iShares Evolved U.S. Media and Entertainment ETF |
11 |
Boulder Hill Capital Management Lp |
11 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
11 |
Cassady Schiller Wealth Management, LLC |
11 |
Great Lakes Advisors, Llc |
11 |
Cornerstone Advisors, Inc. |
11 |
G2 Investment Partners Management LLC |
11 |
Eidelman Virant Capital |
11 |
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
11 |
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
11 |
Seacrest Wealth Management, Llc |
11 |
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A |
11 |
Tucker Asset Management Llc |
11 |
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
11 |
Water Island Capital Llc |
11 |
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
11 |
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
11 |
Prudential Global Short Duration High Yield Fund, Inc. |
11 |
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
11 |
Northwestern Mutual Investment Management Company, Llc |
11 |
Brinker Capital Inc |
11 |
Legato Capital Management LLC |
11 |
Virtus Global Dividend & Income Fund Inc. |
11 |
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
11 |
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
11 |
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
10 |
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
10 |
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
10 |
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
10 |
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
10 |
MVP - Listed Funds Trust - Roundhill MVP ETF |
10 |
Ares Dynamic Credit Allocation Fund, Inc. |
10 |
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
10 |
Chicago Partners Investment Group LLC |
10 |
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
10 |
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A |
10 |
Clinton Group Inc |
10 |
Diameter Capital Partners LP |
10 |
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I |
10 |
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
10 |
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
10 |
FNY Managed Accounts LLC |
10 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
10 |
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
10 |
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
10 |
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
10 |
Eminence Capital, Lp |
10 |
Congress Wealth Management LLC / DE / |
10 |
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
10 |
Honeycomb Asset Management LP |
10 |
Vanguard Whitehall Funds |
10 |
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
10 |
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A |
10 |
FNY Partners Fund LP |
10 |
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
10 |
Cornerstone Investment Partners, LLC |
10 |
Grantham, Mayo, Van Otterloo & Co. LLC |
10 |
Brewin Dolphin Ltd |
10 |
Gabelli Global Small & Mid Cap Value Trust |
10 |
Carolinas Wealth Consulting Llc |
10 |
Stone Ridge Asset Management LLC |
10 |
Trust For Advisor Solutions |
10 |
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
10 |
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
10 |
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
10 |
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
10 |
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
10 |
New Mexico Educational Retirement Board |
10 |
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
10 |
Mane Global Capital Management Lp |
10 |
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
10 |
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
10 |
Continuum Advisory, LLC |
10 |
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares |
10 |
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
10 |
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
10 |
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
10 |
Nuveen Senior Income Fund |
10 |
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
10 |
Senator Investment Group LP |
10 |
AdvisorShares Investments LLC |
10 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
10 |
Usaa Etf Trust |
10 |
Asset Dedication, LLC |
10 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares |
10 |
Spot Trading L.l.c. |
10 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
10 |
Wolff Wiese Magana Llc |
10 |
Islet Management, LP |
10 |
SAC Capital Advisors LP |
10 |
Associated Banc-corp |
10 |
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
10 |
BlackRock Multi-Sector Opportunities Trust II |
10 |
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
10 |
Scientech Research LLC |
10 |
Citizens Financial Group Inc/ri |
10 |
PPM Funds - PPM Floating Rate Income Fund (Inst) |
10 |
First Capital Advisors Group, LLC. |
10 |
Securian Asset Management, Inc |
10 |
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
10 |
Nuveen Floating Rate Income Opportunity Fund |
10 |
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
10 |
First Horizon Corp |
10 |
Parametrica Management Ltd |
10 |
AlphaMark Advisors, LLC |
10 |
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class |
10 |
Kettle Hill Capital Management, Llc |
10 |
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund |
10 |
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
10 |
Shepherd Kaplan Krochuk, Llc |
10 |
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
10 |
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
10 |
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
10 |
Contravisory Investment Management, Inc. |
10 |
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
10 |
JJJ Advisors Inc. |
10 |
Sumitomo Mitsui DS Asset Management Company, Ltd |
10 |
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
10 |
Ajo, Lp |
10 |
Moisand Fitzgerald Tamayo, LLC |
10 |
VTCAX - VANGUARD WORLD FUND - Vanguard Communication Services Index Fund Admiral Shares |
10 |
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
10 |
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
10 |
Perigon Wealth Management, LLC |
10 |
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
10 |
GPS Wealth Strategies Group, LLC |
10 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio |
10 |
Schechter Investment Advisors, LLC |
10 |
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
10 |
Barings Llc |
10 |
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
10 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
10 |
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
10 |
Blackrock 2022 Global Income Opportunity Trust |
10 |
Southpoint Capital Advisors LP |
10 |
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB |
10 |
VCGAX - VALIC Co I - Growth & Income Fund |
10 |
Rialto Wealth Management, LLC |
10 |
Carillon Tower Advisers, Inc. |
10 |
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
10 |
FineMark National Bank & Trust |
10 |
Moody National Bank Trust Division |
10 |
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
10 |
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
10 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
10 |
Baker Avenue Asset Management, LP |
10 |
Washington Trust Advisors, Inc. |
10 |
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A |
10 |
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
10 |
Ramius Advisors Llc |
10 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
10 |
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
10 |
Private Wealth Asset Management, LLC |
10 |
Paradigm Asset Management Co Llc |
10 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
10 |
Cornercap Investment Counsel Inc |
10 |
TimesSquare Capital Management, LLC |
10 |
Everence Capital Management Inc |
10 |
Hm Payson & Co |
10 |
Park Avenue Securities Llc |
10 |
Peregrine Capital Management Llc |
10 |
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
10 |
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class |
10 |
Mason Street Advisors, Llc |
10 |
Winton Diversified Opportunities Fund |
10 |
Corsair Capital Management, L.p. |
10 |
Activest Wealth Management |
10 |
Managed Account Advisors Llc |
10 |
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class |
10 |
Oak Thistle LLC |
10 |
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
10 |
Shelton Capital Management |
10 |
Motco |
10 |
Aberdeen Global Income Fund Inc |
10 |
LGT Financial Advisors LLC |
10 |
Zeke Capital Advisors, Llc |
10 |
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF |
10 |
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
10 |
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I |
10 |
Agf Investments Inc. |
10 |
Chartwell Investment Partners, Llc |
10 |
Simplicity Wealth,LLC |
10 |
Lisanti Capital Growth, LLC |
10 |
HighMark Wealth Management LLC |
10 |
Ariel Investments, Llc |
10 |
Fisher Asset Management, LLC |
10 |
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
10 |
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
10 |
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
10 |
SageView Advisory Group, LLC |
10 |
Venture Visionary Partners LLC |
10 |
McIlrath & Eck, LLC |
10 |
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
10 |
Blackstone / Gso Senior Floating Rate Term Fund |
10 |
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
10 |
Blackstone / Gso Long-short Credit Income Fund |
10 |
Cadence Capital Management Llc |
10 |
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
10 |
First Personal Financial Services |
10 |
Allianzgi Convertible & Income 2024 Target Term Fund |
10 |
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
10 |
Brant Point Investment Management Llc |
10 |
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
10 |
Jag Capital Management, Llc |
10 |
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
10 |
Fort Baker Capital Management LP |
10 |
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
10 |
SOA Wealth Advisors, LLC. |
10 |
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
10 |
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
10 |
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
10 |
AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
10 |
1492 Capital Management LLC |
10 |
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
10 |
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
10 |
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
10 |
Easterly Investment Partners Llc |
10 |
CenterStar Asset Management, LLC |
10 |
HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
10 |
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio |
10 |
GW&K Investment Management, LLC |
10 |
Granite Point Capital Management, L.P. |
10 |
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
10 |
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
10 |
Lsv Asset Management |
10 |
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
10 |
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I |
10 |
IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
10 |
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
10 |
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares |
10 |
Rivernorth Marketplace Lending Corp |
10 |
Brasada Capital Management, Lp |
10 |
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
10 |
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
10 |
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
10 |
Annis Gardner Whiting Capital Advisors, LLC |
10 |
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
10 |
Ratan Capital Management LP |
10 |
Johnson Investment Counsel Inc |
10 |
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
10 |
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
10 |
Retirement Group, LLC |
10 |
Chiron Investment Management, LLC |
10 |
MML Series Investment Fund II - MML Equity Rotation Fund Class II |
10 |
Northwest & Ethical Investments L.P. |
10 |
Oppenheimer Variable Account Funds |
10 |
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
10 |
Usca Ria Llc |
10 |
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF |
10 |
Cowen Group, Inc. |
10 |
Perpetual Ltd |
10 |
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
10 |
Franklin Ltd Duration Income Trust |
10 |
ORG Partners LLC |
10 |
BDO Wealth Advisors, LLC |
10 |
Oliver Lagore Vanvalin Investment Group |
10 |
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
10 |
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
10 |
Nissay Asset Management Corp /japan/ /adv |
10 |
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A |
10 |
Tarbox Family Office, Inc. |
10 |
ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
10 |
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
10 |
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
10 |
Beaird Harris Wealth Management, LLC |
10 |
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
10 |
Oaktree Capital Management Lp |
10 |
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
9 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
9 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
9 |
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
9 |
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
9 |
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
9 |
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
9 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 |
9 |
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
9 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 |
9 |
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
9 |
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
9 |
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
9 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
9 |
Itau Unibanco Holding S.A. |
9 |
Analytic Investors, LLC |
9 |
Stoneridge Investment Partners Llc |
9 |
Epoch Investment Partners, Inc. |
9 |
People's United Financial, Inc. |
9 |
Apollo Management Holdings, L.P. |
9 |
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I |
9 |
Trellus Management Company, LLC |
9 |
Shannon River Fund Management LLC |
9 |
Oakworth Capital, Inc. |
9 |
Hotchkis & Wiley Capital Management Llc |
9 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
9 |
Gyon Technologies Capital Management, LP |
9 |
Invenomic Capital Management LP |
9 |
James Investment Research Inc |
9 |
Quantitative Investment Management, LLC |
9 |
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio |
9 |
Capital International Investors |
9 |
AHL Partners LLP |
9 |
Koshinski Asset Management, Inc. |
9 |
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
9 |
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
9 |
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
9 |
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
9 |
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
9 |
Farallon Capital Management Llc |
9 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
9 |
Waddell & Reed Financial Inc |
9 |
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class |
9 |
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
9 |
Oppenheimer Quest For Value Funds |
9 |
BI Asset Management Fondsmaeglerselskab A/S |
9 |
GV Financial Advisors |
9 |
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
9 |
Mv Capital Management, Inc. |
9 |
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
9 |
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
9 |
Wall Street Associates |
9 |
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
9 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
9 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
9 |
Northern Trust Co Of Connecticut |
9 |
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A |
9 |
Caldwell Securities, Inc |
9 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
9 |
Janus Capital Management Llc |
9 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
9 |
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
9 |
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A |
9 |
LS Investment Advisors, LLC |
9 |
Cadian Capital Management, Lp |
9 |
Sonora Investment Management, LLC |
9 |
Harbert Fund Advisors, Inc. |
9 |
Valley National Advisers Inc |
9 |
First Citizens Bank & Trust Co |
9 |
Cable Hill Partners, LLC |
9 |
PPM Funds - PPM High Yield Core Fund (Inst) |
9 |
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
9 |
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares |
9 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
9 |
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
9 |
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
9 |
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
9 |
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares |
9 |
Signet Financial Management, Llc |
9 |
Zweig-DiMenna Associates LLC |
9 |
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
9 |
Rafferty Asset Management, LLC |
9 |
SECOR Capital Advisors, LP |
9 |
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares |
9 |
Xact Kapitalforvaltning AB |
9 |
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA |
9 |
Equitec Proprietary Markets, Llc |
9 |
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
9 |
361 Capital Llc |
9 |
SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
9 |
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
9 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
9 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
9 |
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
9 |
Tiger Eye Capital LLC |
9 |
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
9 |
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I |
9 |
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF |
9 |
Jnl Variable Fund Llc - Jnl/mellon Consumer Discretionary Sector Fund (a) |
9 |
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
9 |
BBT Capital Management, LLC |
9 |
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 |
9 |
Cetera Advisors LLC |
9 |
Avantax Planning Partners, Inc. |
9 |
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A |
9 |
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
9 |
JNL SERIES TRUST - JNL/Mellon Communication Services Sector Fund (I) |
9 |
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
9 |
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
9 |
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A |
9 |
Irish Life Investment Managers Ltd. |
9 |
Colonial Trust Advisors |
9 |
FCOM - FIDELITY COVINGTON TRUST - Fidelity MSCI Communication Services Index ETF |
9 |
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
9 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
9 |
Krilogy Financial LLC |
9 |
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
9 |
Long Pond Capital, LP |
9 |
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
9 |
First Trust High Yield Opportunities 2027 Term Fund |
9 |
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
9 |
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
9 |
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
9 |
Chilton Investment Co Llc |
9 |
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
9 |
Hodges Capital Management Inc. |
9 |
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
9 |
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
9 |
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
9 |
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class |
9 |
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
9 |
Grove Bank & Trust |
9 |
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
9 |
NSGRX - Northern Funds - Northern Small Cap Core Fund |
9 |
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
9 |
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
9 |
High Note Wealth, LLC |
9 |
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
9 |
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
9 |
Symmetry Investments LP |
9 |
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
9 |
Cambridge Trust Co |
9 |
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
9 |
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
9 |
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
9 |
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
9 |
IAG Wealth Partners, LLC |
9 |
Bck Capital Management Lp |
9 |
MARSHALL WACE ASIA Ltd |
9 |
Brookstone Capital Management |
9 |
Vantage Consulting Group Inc |
9 |
Mach-1 Financial Group, Inc. |
9 |
Tompkins Financial Corp |
9 |
Vontobel Holding Ltd. |
9 |
Malaga Cove Capital, LLC |
9 |
B. Riley Financial, Inc. |
9 |
Sigma Planning Corp |
9 |
Van Eck Associates Corp |
9 |
Blue Bell Private Wealth Management, Llc |
9 |
Horizon Kinetics Asset Management Llc |
9 |
Coastal Investment Advisors, Inc. |
9 |
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
9 |
Prestige Wealth Management Group LLC |
9 |
Ontario Teachers Pension Plan Board |
9 |
Kore Private Wealth LLC |
9 |
Standard Family Office LLC |
9 |
Cruiser Capital Advisors, Llc |
9 |
Quest Capital Management Inc /adv |
9 |
Jump Trading, LLC |
9 |
Mesirow Financial Investment Management, Inc. |
9 |
Deep Field Asset Management LLC |
9 |
Glaxis Capital Management, LLC |
9 |
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
9 |
Calamos Wealth Management LLC |
9 |
Nishkama Capital, LLC |
9 |
Csenge Advisory Group |
9 |
SkyView Investment Advisors, LLC |
9 |
Zions Bancorporation, N.A. |
9 |
Gladstone Institutional Advisory LLC |
9 |
ICVT - iSHARES TRUST - iShares Convertible Bond ETF |
9 |
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
9 |
HG Vora Capital Management, LLC |
9 |
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class |
9 |
Tradewinds Capital Management, LLC |
9 |
Beacon Pointe Advisors, LLC |
9 |
Nkcfo Llc |
9 |
Wakefield Asset Management LLLP |
9 |
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
9 |
Invictus RG |
9 |
Southeastern Asset Management Inc/tn/ |
9 |
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
9 |
Fs Credit Income Fund |
9 |
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
9 |
QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
9 |
Eagle Bay Advisors LLC |
9 |
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
9 |
Invesco Senior Income Trust |
9 |
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF |
9 |
Myriad Asset Management Ltd. |
9 |
Strategic Wealth Partners, Ltd. |
9 |
Centerpoint Advisors, LLC |
9 |
Xai Octagon Floating Rate & Alternative Income Term Trust |
9 |
Special Opportunities Fund, Inc. |
9 |
Wagner Wealth Management, Llc |
9 |
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
9 |
Lake Street Advisors Group, Llc |
9 |
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
9 |
CenterStar Fund, LLC |
9 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
9 |
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
9 |
Putnam High Income Securities Fund |
9 |
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class |
9 |
Poehling Capital Management, LLC |
9 |
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
9 |
Claris Advisors, Llc / Mo / |
9 |
Legacy Financial Advisors, Inc. |
9 |
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
9 |
Mendota Financial Group, LLC |
9 |
Commonwealth Equity Services, Inc |
9 |
Wasatch Advisors Inc |
9 |
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
9 |
Ofi Invest Asset Management |
9 |
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
9 |
Karpus Management, Inc. |
9 |
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
9 |
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
9 |
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio |
9 |
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
9 |
Skaana Management L.P. |
9 |
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
9 |
Brookfield Real Assets Income Fund Inc. |
9 |
Par Capital Management Inc |
9 |
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
9 |
Armistice Capital, Llc |
9 |
BlackRock ETF Trust II - BlackRock High Yield ETF |
9 |
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
9 |
Colony Group Llc |
9 |
Nuveen Global High Income Fund |
9 |
Raleigh Capital Management Inc. |
9 |
Corbenic Partners LLC |
9 |
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
9 |
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
9 |
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
9 |
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
9 |
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
9 |
Virtus Global Multi-sector Income Fund |
9 |
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
9 |
Nuveen Multi-Asset Income Fund |
9 |
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
9 |
Symphony Asset Management Llc |
9 |
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
9 |
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
9 |
Concurrent Investment Advisors, LLC |
9 |
IBET - ETF Series Solutions - iBET Sports Betting & Gaming ETF |
9 |
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF |
9 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
9 |
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
9 |
Householder Group Estate & Retirement Specialist, LLC |
9 |
Granahan Investment Management Inc/ma |
9 |
Blackrock Floating Rate Income Trust |
9 |
Troluce Capital Advisors LLC |
9 |
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
9 |
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
9 |
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
9 |
Global X Funds |
9 |
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
9 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
9 |
Cape Investment Advisory, Inc. |
9 |
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
9 |
Sachetta, LLC |
9 |
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
9 |
Miracle Mile Advisors, LLC |
9 |
Bare Financial Services, Inc |
9 |
Nokomis Capital, L.L.C. |
9 |
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
9 |
Eaton Vance Short Duration Diversified Income Fund |
9 |
Semanteon Capital Management, LP |
9 |
Wetzel Investment Advisors, Inc. |
9 |
American Funds Insurance Series |
9 |
RMB Capital Management, LLC |
9 |
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I |
9 |
Tuttle Tactical Management LLC |
9 |
Advisors Capital Management, LLC |
9 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
9 |
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
9 |
Bollard Group LLC |
9 |
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
8 |
Oberweis Asset Management Inc/ |
8 |
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
8 |
Westwood Holdings Group Inc |
8 |
Friess Associates Llc |
8 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
8 |
Western Asset Corporate Loan Fund Inc. |
8 |
Bbva Usa |
8 |
Clark Estates Inc/ny |
8 |
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A |
8 |
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A |
8 |
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
8 |
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
8 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
8 |
Rakuten Securities, Inc. |
8 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
8 |
HHM Wealth Advisors, LLC |
8 |
Difesa Capital Management, Lp |
8 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
8 |
Prudential Plc |
8 |
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
8 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
8 |
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
8 |
Avantax Advisory Services, Inc. |
8 |
Atlas Capital Advisors Llc |
8 |
Eisler Capital (UK) Ltd. |
8 |
Level Four Advisory Services, Llc |
8 |
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND |
8 |
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
8 |
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A |
8 |
Samalin Investment Counsel, LLC |
8 |
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
8 |
City Holding Co |
8 |
Harvest Group Wealth Management, Llc |
8 |
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
8 |
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
8 |
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
8 |
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
8 |
Aperture Investors, LLC |
8 |
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund |
8 |
Ab Pooling Portfolios |
8 |
Bailard, Inc. |
8 |
Covington Capital Management |
8 |
MBM Wealth Consultants, LLC |
8 |
BNP Paribas Investment Partners S.A. |
8 |
VTL Associates, LLC |
8 |
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB |
8 |
SLIM - Janus Detroit Street Trust - The Obesity ETF |
8 |
Whipplewood Advisors, LLC |
8 |
Frontier Capital Management Co Llc |
8 |
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A |
8 |
World Asset Management Inc |
8 |
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
8 |
Cim Investment Mangement Inc |
8 |
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A |
8 |
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
8 |
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
8 |
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
8 |
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF |
8 |
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
8 |
Elk Creek Partners, LLC |
8 |
Bedel Financial Consulting, Inc. |
8 |
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
8 |
Wilbanks Smith & Thomas Asset Management Llc |
8 |
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
8 |
HBK Sorce Advisory LLC |
8 |
Ieq Capital, Llc |
8 |
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund |
8 |
Caxton Associates Llp |
8 |
Qrg Capital Management, Inc. |
8 |
Axiom International Investors Llc /de |
8 |
Institute for Wealth Management, LLC. |
8 |
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares |
8 |
Silvercrest Asset Management Group Llc |
8 |
JBF Capital, Inc. |
8 |
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
8 |
Scout Investments, Inc. |
8 |
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
8 |
West Tower Group, LLC |
8 |
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
8 |
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF |
8 |
HighVista Strategies LLC |
8 |
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
8 |
Vivaldi Capital Management, LLC |
8 |
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
8 |
PENN SERIES FUNDS INC - Small Cap Value Fund |
8 |
XR Securities LLC |
8 |
Bb&t Securities, Llc |
8 |
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
8 |
Silver Rock Financial LP |
8 |
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
8 |
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
8 |
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
8 |
Bulldog Investors, LLP |
8 |
Karp Capital Management Corp |
8 |
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
8 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C |
8 |
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
8 |
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF |
8 |
Private Ocean, LLC |
8 |
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A |
8 |
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
8 |
Nuveen Short Duration Credit Opportunities Fund |
8 |
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
8 |
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
8 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
8 |
Edmond De Rothschild Holding S.a. |
8 |
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares |
8 |
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
8 |
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
8 |
Islay Capital Management, Llc |
8 |
Melvin Capital Management LP |
8 |
Royal London Asset Management Ltd |
8 |
GURU - Global X Funds - Global X Guru Index ETF |
8 |
Aptus Capital Advisors, LLC |
8 |
VCBCX - VALIC Co I - Blue Chip Growth Fund |
8 |
Optimum Investment Advisors |
8 |
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
8 |
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
8 |
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
8 |
STXV - EA Series Trust - Strive 1000 Value ETF |
8 |
Banque Pictet & Cie Sa |
8 |
MTVR - EXCHANGE TRADED CONCEPTS TRUST - Fount Metaverse ETF |
8 |
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
8 |
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
8 |
Old National Bancorp /in/ |
8 |
Harel Insurance Investments & Financial Services Ltd. |
8 |
Riverview Trust Co |
8 |
Profunds - Profund Vp Mid-cap Growth |
8 |
Regal Investment Advisors LLC |
8 |
Blackrock Master Llc |
8 |
Financial Advocates Investment Management |
8 |
Qs Batterymarch Financial Management, Inc |
8 |
Tsfg, Llc |
8 |
Profunds - Profund Vp Ultramid-cap |
8 |
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
8 |
U.S. Capital Wealth Advisors, LLC |
8 |
GHP Investment Advisors, Inc. |
8 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 |
8 |
Blackrock Floating Rate Income Strategies Fund, Inc. |
8 |
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A |
8 |
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
8 |
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A |
8 |
Reilly Financial Advisors, Llc |
8 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
8 |
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
8 |
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
8 |
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
8 |
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
8 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
8 |
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
8 |
FourThought Financial, LLC |
8 |
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
8 |
Parisi Gray Wealth Management |
8 |
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
8 |
Icon Wealth Partners, LLC |
8 |
Hound Partners, LLC |
8 |
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
8 |
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
8 |
Bardin Hill Management Partners Lp |
8 |
Boardman Bay Capital Management Llc |
8 |
Apollo Tactical Income Fund Inc. |
8 |
Cerebellum GP, LLC |
8 |
Highlander Capital Management, LLC |
8 |
NJ State Employees Deferred Compensation Plan |
8 |
Psagot Value Holdings Ltd. / (Israel) |
8 |
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
8 |
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
8 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
8 |
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I |
8 |
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
8 |
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
8 |
Hanseatic Management Services Inc |
8 |
Envestnet Portfolio Solutions, Inc. |
8 |
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I |
8 |
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
8 |
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 |
8 |
Ashton Thomas Private Wealth, LLC |
8 |
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
8 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
8 |
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
8 |
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class |
8 |
Scoggin Management Lp |
8 |
UniSuper Management Pty Ltd |
8 |
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional |
8 |
HGI Capital Management, LLC |
8 |
Advantage Investment Management, Llc |
8 |
One68 Global Capital, LLC |
8 |
Liberty Mutual Group Asset Management Inc. |
8 |
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
8 |
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
8 |
Mitsubishi UFJ Trust & Banking Corp |
8 |
Next Financial Holdings |
8 |
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A |
8 |
CSat Investment Advisory, L.P. |
8 |
Wbi Investments, Inc. |
8 |
PenderFund Capital Management Ltd. |
8 |
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
8 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
8 |
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
8 |
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
8 |
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
8 |
NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
8 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
8 |
Tfo-tdc, Llc |
8 |
Highland Capital Management, Llc |
8 |
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF |
8 |
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A |
8 |
Fortitude Advisory Group L.L.C. |
8 |
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
8 |
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
8 |
Knight Capital Group, Inc. |
8 |
Almanack Investment Partners, LLC. |
8 |
Eqis Capital Management, Inc. |
8 |
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A |
8 |
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares |
8 |
NOMIX - Northern Funds - Northern Mid Cap Index Fund |
8 |
Tabor Asset Management, LP |
8 |
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
8 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
8 |
Cigna Investments Inc /new |
8 |
Cromwell Holdings LLC |
8 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
8 |
Granite Investment Partners, LLC |
8 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
8 |
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
8 |
Fieldpoint Private Securities, LLC |
8 |
Summit Partners Public Asset Management, Llc |
8 |
Aaron Wealth Advisors LLC |
8 |
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
8 |
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
8 |
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
8 |
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
8 |
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
8 |
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
8 |
Capital Guardian Trust Co |
8 |
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
8 |
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
8 |
USA Financial Portformulas Corp |
8 |
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A |
8 |
O'Neil Global Advisors, Inc. |
8 |
Column Capital Advisors, LLC |
8 |
Invesco Senior Loan Fund |
8 |
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
8 |
Leverage Partners Absolute Return Fund SPC |
8 |
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
8 |
Machina Capital S.a.s. |
8 |
Equitable Holdings, Inc. |
8 |
Checchi Capital Advisers, LLC |
8 |
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
8 |
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
8 |
Clough Capital Partners L P |
8 |
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
8 |
Freestone Capital Holdings, LLC |
8 |
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
8 |
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
8 |
Marsico Capital Management Llc |
8 |
Kayne Anderson Rudnick Investment Management Llc |
8 |
JT Stratford LLC |
8 |
Parian Global Management LP |
8 |
Johnson Financial Group, Inc. |
8 |
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
8 |
Truvestments Capital Llc |
8 |
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
8 |
Clearview Wealth Advisors LLC |
8 |
Delphia (USA) Inc. |
8 |
Old Mutual Customised Solutions (proprietary) Ltd |
8 |
New Age Alpha Advisors, LLC |
8 |
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
8 |
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
8 |
Guggenheim Strategic Opportunities Fund |
8 |
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
8 |
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF |
8 |
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
8 |
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
8 |
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF |
8 |
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
8 |
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
8 |
JHMC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Consumer Discretionary ETF |
8 |
Aj Wealth Strategies, Llc |
8 |
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF |
8 |
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
8 |
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
8 |
Summit Global Investments |
8 |
1st Global Advisors, Inc. |
8 |
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
8 |
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
8 |
Archer Investment Corp |
8 |
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
8 |
Kovitz Investment Group Partners, LLC |
8 |
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C |
8 |
Cove Street Capital, LLC |
8 |
BAD - Listed Funds Trust - B.A.D. ETF |
8 |
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
8 |
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
8 |
SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
8 |
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares |
8 |
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
8 |
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund |
8 |
HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF |
8 |
Kepos Capital LP |
8 |
Spdr S&p Midcap 400 Etf Trust |
8 |
Arden Investment Series Trust |
8 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
8 |
Commerzbank Aktiengesellschaft /fi |
8 |
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
8 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB |
8 |
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R |
8 |
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
8 |
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
8 |
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
8 |
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
8 |
Arden Trust Co |
8 |
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. |
8 |
Rothschild Asset Management Inc |
8 |
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares |
8 |
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
8 |
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A |
8 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
8 |
Founders Financial Alliance, LLC |
8 |
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
8 |
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
8 |
VitalStone Financial, LLC |
8 |
Union Square Park Capital Management, LLC |
8 |
Kestra Private Wealth Services, Llc |
8 |
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
8 |
Toms Capital Investment Management Lp |
8 |
CPSIX - Unified Series Trust - Fci Bond Fund |
8 |
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class |
8 |
Timber Hill LLC |
8 |
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
8 |
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
8 |
Moneta Group Investment Advisors Llc |
8 |
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF |
8 |
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
8 |
Pacific Global Investment Management Co |
8 |
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
8 |
WealthTrust-Arizona, LLC |
8 |
Colony Group, LLC |
8 |
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF |
8 |
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
8 |
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
8 |
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
8 |
Dorsey Wright & Associates |
8 |
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
8 |
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
8 |
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
8 |
Third Point LLC |
7 |
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC |
7 |
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
7 |
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
7 |
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
7 |
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund |
7 |
Liberty Wealth Management Llc |
7 |
Fairview Capital Investment Management, Llc |
7 |
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
7 |
Phoenix Holdings Ltd. |
7 |
Pendal Group Ltd |
7 |
Cohanzick Management, Llc |
7 |
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
7 |
Pinnacle Holdings, LLC |
7 |
D1 Capital Partners L.P. |
7 |
Kalos Management, Inc. |
7 |
Joel Isaacson & Co., LLC |
7 |
Voleon Capital Management Lp |
7 |
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
7 |
Campbell Capital Management Inc |
7 |
Western Wealth Management, LLC |
7 |
Turner Investments, L.p. |
7 |
683 Capital Management, LLC |
7 |
CT Financial Advisors LLC |
7 |
Ausdal Financial Partners, Inc. |
7 |
Bruce G. Allen Investments, LLC |
7 |
Advanced Series Trust - Ast Advanced Strategies Portfolio |
7 |
VisionPoint Advisory Group, LLC |
7 |
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A |
7 |
Gideon Capital Advisors, Inc. |
7 |
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
7 |
Warberg Asset Management LLC |
7 |
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
7 |
Arrowgrass Capital Partners (us) Lp |
7 |
Advanced Series Trust - Ast Mid-cap Growth Portfolio |
7 |
General Motors Investment Management Corp |
7 |
Paces Ferry Wealth Advisors, Llc |
7 |
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
7 |
Accuvest Global Advisors |
7 |
Texas Yale Capital Corp. |
7 |
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I |
7 |
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
7 |
Ossiam |
7 |
Lombard Odier Asset Management (Europe) Ltd |
7 |
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF |
7 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
7 |
Lee Financial Co |
7 |
Rokos Capital Management LLP |
7 |
WUSAX - WANGER ADVISORS TRUST - Wanger USA |
7 |
Carnegie Capital Asset Management, LLC |
7 |
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class |
7 |
Axiom Investment Management LLC |
7 |
Atlantic Union Bankshares Corp |
7 |
Apollon Wealth Management, LLC |
7 |
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
7 |
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
7 |
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF |
7 |
RP Investment Advisors LP |
7 |
BTG Pactual Global Asset Management Ltd |
7 |
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
7 |
E. Ohman J:or Asset Management AB |
7 |
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
7 |
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
7 |
TPG Group Holdings (SBS) Advisors, Inc. |
7 |
Hudock, Inc. |
7 |
John Hancock Investors Trust |
7 |
Coatue Management Llc |
7 |
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
7 |
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
7 |
M&g Investment Management Ltd |
7 |
Nachman Norwood & Parrott, Inc |
7 |
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A |
7 |
EP Wealth Advisors, Inc. |
7 |
Arete Wealth Advisors, LLC |
7 |
Pitcairn Co |
7 |
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class |
7 |
Resources Management Corp /ct/ /adv |
7 |
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
7 |
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
7 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares |
7 |
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A |
7 |
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
7 |
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A |
7 |
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A |
7 |
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A |
7 |
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A |
7 |
MUFG Securities EMEA plc |
7 |
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
7 |
Falcon Edge Capital, LP |
7 |
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
7 |
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
7 |
Dnca Finance |
7 |
Hartford Series Fund Inc |
7 |
Worldquant Millennium Advisors Llc |
7 |
ETRADE Capital Management LLC |
7 |
Shufro Rose & Co Llc |
7 |
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES |
7 |
Fiduciary Trust Co |
7 |
SPXZ - Listed Funds Trust - Morgan Creek-Exos SPAC Originated ETF |
7 |
Vise Technologies, Inc. |
7 |
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
7 |
Osterweis Capital Management Inc |
7 |
Commonwealth Bank Of Australia |
7 |
Oasis Management Co Ltd. |
7 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
7 |
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
7 |
Invesco Dynamic Credit Opportunities Fund |
7 |
Financial Architects, Inc |
7 |
Altshuler Shaham Ltd |
7 |
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
7 |
Channing Capital Management, LLC |
7 |
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
7 |
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R |
7 |
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
7 |
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
7 |
Kohmann Bosshard Financial Services, LLC |
7 |
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
7 |
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
7 |
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
7 |
VVSCX - VALIC Co I - Small Cap Value Fund |
7 |
AGF Investments LLC |
7 |
Rs Investment Management Co Llc |
7 |
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
7 |
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A |
7 |
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
7 |
JTC Employer Solutions Trusteee Ltd |
7 |
Glenmede Investment Management, LP |
7 |
Highland Capital Management Lp |
7 |
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
7 |
Lecap Asset Management Ltd |
7 |
NorthCoast Asset Management LLC |
7 |
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
7 |
Mycio Wealth Partners, Llc |
7 |
Mill Creek Capital Advisors, LLC |
7 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
7 |
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A |
7 |
Contour Asset Management LLC |
7 |
Equitec Specialists, Llc |
7 |
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
7 |
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
7 |
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
7 |
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares |
7 |
Stephens Investment Management Group LLC |
7 |
Coe Capital Management, LLC |
7 |
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
7 |
Kula Investments, LLC |
7 |
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
7 |
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
7 |
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund |
7 |
OOTO - Direxion Shares ETF Trust - Direxion Daily Travel & Vacation Bull 2X Shares |
7 |
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. |
7 |
Heritage Wealth Advisors |
7 |
Cornerstone Advisory, LLC |
7 |
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
7 |
Park Place Capital Corp |
7 |
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
7 |
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
7 |
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 |
7 |
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 |
7 |
MCF Advisors LLC |
7 |
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
7 |
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
7 |
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
7 |
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
7 |
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
7 |
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A |
7 |
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
7 |
First Allied Advisory Services, Inc. |
7 |
Royce Value Trust Inc |
7 |
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
7 |
Tlp Group Llc |
7 |
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
7 |
Ssi Investment Management Llc |
7 |
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
7 |
MANA Advisors LLC |
7 |
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C |
7 |
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
7 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
7 |
Intrepid Capital Management Inc |
7 |
Stormborn Capital Management, Llc |
7 |
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class |
7 |
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF |
7 |
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I |
7 |
Coronation Fund Managers Ltd. |
7 |
Evercore Wealth Management, LLC |
7 |
Artemis Investment Management LLP |
7 |
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
7 |
FLRT - Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF |
7 |
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
7 |
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
7 |
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
7 |
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A |
7 |
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares |
7 |
Fieldview Capital Management, LLC |
7 |
GLG Partners LP |
7 |
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares |
7 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
7 |
Ascend Capital, Llc |
7 |
Bryn Mawr Capital Management Inc |
7 |
Eisler Capital (US) LLC |
7 |
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF |
7 |
MRP Capital Investments, LLC |
7 |
Shapiro Capital Management Llc |
7 |
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
7 |
Orvieto Partners, L.P. |
7 |
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF |
7 |
VCULX - VALIC Co I - Growth Fund |
7 |
King Luther Capital Management Corp |
7 |
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
7 |
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
7 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio |
7 |
Jane Street Holding, LLC |
7 |
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
7 |
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
7 |
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF |
7 |
Thomas J. Herzfeld Advisors, Inc. |
7 |
Farringdon Capital, Ltd. |
7 |
Markston International Llc |
7 |
McGlone Suttner Wealth Management, Inc. |
7 |
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund |
7 |
Primecap Management Co/ca/ |
7 |
Mason Capital Management Llc |
7 |
Aurora Investment Counsel |
7 |
Pimco Corporate & Income Opportunity Fund |
7 |
Polymer Capital Management (US) LLC |
7 |
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
7 |
NN Investment Partners Holdings N.V. |
7 |
Resona Asset Management Co.,Ltd. |
7 |
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
7 |
Balter Liquid Alternatives, LLC |
7 |
Gryphon Financial Partners LLC |
7 |
WealthTrak Capital Management LLC |
7 |
Birch Grove Capital LP |
7 |
VMIDX - VALIC Co I - Mid Cap Index Fund |
7 |
Rosenberg Matthew Hamilton |
7 |
Seizert Capital Partners, Llc |
7 |
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
7 |
Vazirani Asset Management LLC |
7 |
Burney Co/ |
7 |
Destination Wealth Management |
7 |
MSD Partners, L.P. |
7 |
BerganKDV Wealth Management, LLC |
7 |
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
7 |
Premier Fund Managers Ltd |
7 |
First Eagle Investment Management, LLC |
7 |
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
7 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
7 |
Prescott Group Capital Management, L.l.c. |
7 |
Calton & Associates, Inc. |
7 |
Eudaimonia Partners, LLC |
7 |
Horizon Investments, LLC |
7 |
Ardsley Advisory Partners Lp |
7 |
Ziegler Capital Management, LLC |
7 |
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
7 |
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
7 |
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
7 |
Mark Asset Management Lp |
7 |
Simcoe Capital Management, LLC |
7 |
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF |
7 |
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
7 |
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
7 |
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
7 |
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
7 |
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
7 |
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
7 |
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
7 |
Hartford Investment Management Co |
7 |
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
7 |
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
7 |
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
7 |
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
7 |
Alpine Associates Management Inc. |
7 |
B. Metzler seel. Sohn & Co. AG |
7 |
Sona Asset Management (us) Llc |
7 |
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A |
7 |
Meiji Yasuda Asset Management Co Ltd. |
7 |
Total Clarity Wealth Management, Inc. |
7 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
7 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
7 |
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
7 |
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
7 |
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
7 |
Banco BTG Pactual S.A. |
7 |
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A |
7 |
Bbr Partners, Llc |
7 |
Erste Asset Management GmbH |
7 |
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
7 |
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
7 |
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
7 |
Skylands Capital, LLC |
7 |
RFP Financial Group LLC |
7 |
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
7 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
7 |
Sender Co & Partners, Inc. |
7 |
Blue Grotto Capital, LLC |
7 |
Integrated Wealth Management |
7 |
Dendur Capital Lp |
7 |
Mckinley Capital Management Llc /delaware |
7 |
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
7 |
Six Columns Capital, Lp |
7 |
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
7 |
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
7 |
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
7 |
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
7 |
Livforsakringsbolaget Skandia, Omsesidigt |
7 |
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
7 |
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
7 |
First Pacific Advisors, LP |
7 |
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
7 |
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares |
7 |
Eaton Vance Floating-rate 2022 Target Term Trust |
7 |
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
7 |
Pioneer High Income Trust |
7 |
Junto Capital Management LP |
7 |
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class |
7 |
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
7 |
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N |
7 |
National Planning Corp |
7 |
Fund 1 Investments, LLC |
7 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class |
7 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
7 |
Ashton Thomas Securities, Llc |
7 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class |
7 |
Game Plan Financial Advisors, LLC |
7 |
Baupost Group Llc/ma |
7 |
Nemes Rush Group LLC |
7 |
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
7 |
Forum Financial Management, LP |
7 |
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
7 |
Tyler-Stone Wealth Management |
7 |
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
7 |
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF |
7 |
VCSBX - VALIC Co II - Strategic Bond Fund |
7 |
Sanctuary Wealth Advisors, LLC |
7 |
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A |
7 |
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
7 |
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares |
7 |
PSI Advisors, LLC |
7 |
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
7 |
HighPoint Advisor Group LLC |
7 |
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
7 |
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
7 |
Wcm Investment Management, Llc |
7 |
GM Advisory Group, Inc. |
7 |
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M |
7 |
Thurston, Springer, Miller, Herd & Titak, Inc. |
7 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
7 |
Kingsview Wealth Management, LLC |
7 |
Oaktree Diversified Income Fund Inc. |
7 |
Rs Investment Trust |
7 |
GENY - Principal Exchange-Traded Funds - Principal Millennials Index ETF |
7 |
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
7 |
CBIZ Investment Advisory Services, LLC |
7 |
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class |
7 |
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF |
7 |
Wealthcare Capital Management Llc |
7 |
Meteora Capital, LLC |
7 |
Clough Global Opportunities Fund |
7 |
Gdl Fund |
7 |
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
7 |
Rotella Capital Management, Inc. |
7 |
Key FInancial Inc |
7 |
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
7 |
Hall Laurie J Trustee |
7 |
Clough Global Equity Fund |
7 |
Capital Asset Advisory Services LLC |
7 |
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
7 |
Westpac Banking Corp |
7 |
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
7 |
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
7 |
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
7 |
Wealthfront Inc |
7 |
Global X Management CO LLC |
7 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
7 |
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF |
7 |
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
7 |
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
7 |
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
7 |
S. Muoio & Co. Llc |
7 |
Vestmark Advisory Solutions, Inc. |
7 |
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
7 |
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
7 |
Virtus Investment Advisers, Inc. |
7 |
Kodai Capital Management LP |
7 |
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
7 |
Cna Financial Corp |
7 |
Mosaic Family Wealth, LLC |
7 |
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
7 |
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
7 |
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
7 |
MDPIX - Profunds - Mid-cap Profund Investor Class |
7 |
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
7 |
Edge Wealth Management LLC |
7 |
Scarborough Advisors, LLC |
7 |
Monarch Partners Asset Management LLC |
7 |
Riggs Asset Managment Co. Inc. |
7 |
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
7 |
Highland Capital Management Fund Advisors, L.p. |
7 |
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
7 |
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
7 |
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio |
7 |
SpiderRock Advisors, LLC |
7 |
Jpmorgan Trust Iii |
7 |
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
7 |
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
7 |
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
7 |
Cowen Investment Management LLC |
7 |
Jnl Series Trust - Jnl/crescent High Income Fund (a) |
7 |
APG Asset Management N.V. |
7 |
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
7 |
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund |
7 |
Alpine Woods Capital Investors, Llc |
7 |
Allegheny Financial Group LTD |
7 |
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
7 |
Black Swift Group, LLC |
7 |
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
7 |
Capstone Asset Management Co |
7 |
MGPIX - Profunds - Mid-cap Growth Profund Investor Class |
7 |
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
7 |
Zuckerman Investment Group, LLC |
7 |
Three Peaks Capital Management, LLC |
7 |
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund |
7 |
Chimera Capital Management LLC |
7 |
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A |
7 |
R&F Capital Advisors LP |
7 |
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
7 |
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund |
7 |
UMPIX - Profunds - Ultramid-cap Profund Investor Class |
7 |
Concentric Capital Strategies, LP |
7 |
Dynamic Advisor Solutions LLC |
7 |
GeoWealth Management, LLC |
7 |
Beacon Capital Management, LLC |
7 |
Roundview Capital LLC |
7 |
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional |
7 |
Mcdonald Partners Llc |
7 |
black-and-white Capital LP |
7 |
Artisan Partners Limited Partnership |
7 |
Kent Lake Capital LLC |
7 |
Weaver Consulting Group |
7 |
EJF Capital LLC |
7 |
Zions Bancorporation |
7 |
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
7 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
6 |
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF |
6 |
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
6 |
Archon Partners LLC |
6 |
Quaker Wealth Management, LLC |
6 |
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A |
6 |
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
6 |
Silvant Capital Management LLC |
6 |
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
6 |
Gateway Investment Advisers Llc |
6 |
Fortis Group Advisors, LLC |
6 |
Bienville Capital Management, LLC |
6 |
Van Hulzen Asset Management, LLC |
6 |
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
6 |
Teca Partners, LP |
6 |
Cantab Capital Partners LLP |
6 |
Arlington Trust Co LLC |
6 |
Omni Partners Llp |
6 |
Ibex Investors LLC |
6 |
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I |
6 |
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
6 |
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
6 |
Deroy & Devereaux Private Investment Counsel Inc |
6 |
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
6 |
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
6 |
BUFOX - BUFFALO FUNDS - Buffalo Emerging Opportunities Fund Investor Class |
6 |
Transamerica Partners Funds Group Ii |
6 |
Verus Capital Partners, Llc |
6 |
Woodson Capital Management, LP |
6 |
Dynamic Technology Lab Pte Ltd |
6 |
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A |
6 |
Hazlett, Burt & Watson, Inc. |
6 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
6 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
6 |
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
6 |
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I |
6 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 |
6 |
Bank Of Hawaii |
6 |
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
6 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
6 |
Integrated Wealth Concepts LLC |
6 |
Quotient Investors, LLC |
6 |
Edge Advisors, Llc |
6 |
Abich Financial Wealth Management LLC |
6 |
DSAM Partners (London) Ltd |
6 |
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
6 |
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 |
6 |
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
6 |
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
6 |
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A |
6 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
6 |
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
6 |
Transamerica Partners Portfolios |
6 |
Doubleline Income Solutions Fund |
6 |
Lionstone Capital Management LLC |
6 |
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
6 |
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
6 |
DG Capital Management, LLC |
6 |
Covey Capital Advisors, LLC |
6 |
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
6 |
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
6 |
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
6 |
272 Capital LP |
6 |
MUSQ - EXCHANGE TRADED CONCEPTS TRUST - MUSQ Global Music Industry ETF |
6 |
Stephenson National Bank & Trust |
6 |
Procyon Private Wealth Partners, LLC |
6 |
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
6 |
Braun Stacey Associates Inc |
6 |
Argent Capital Management Llc |
6 |
Red Door Wealth Management, LLC |
6 |
J.w. Cole Advisors, Inc. |
6 |
Lombard Odier Asset Management (Switzerland) SA |
6 |
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
6 |
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
6 |
Sageworth Trust Co |
6 |
Invictus RG Pte. Ltd. |
6 |
EverPoint Asset Management, LLC |
6 |
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares |
6 |
Schwab Charitable Fund |
6 |
Inscription Capital, LLC |
6 |
Rockbridge Investment Management, LCC |
6 |
Keeley Asset Management Corp |
6 |
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
6 |
Fiduciary Alliance LLC |
6 |
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
6 |
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R |
6 |
Chevy Chase Trust Holdings, Inc. |
6 |
Senvest Management, LLC |
6 |
O'Dell Group, LLC |
6 |
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
6 |
Highline Wealth Partners Llc |
6 |
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A |
6 |
First Interstate Bank |
6 |
Candlestick Capital Management LP |
6 |
Trifecta Capital Advisors, LLC |
6 |
Moab Capital Partners LLC |
6 |
Boyar Asset Management Inc. |
6 |
BlueMar Capital Management, LLC |
6 |
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
6 |
Dai-Ichi Life Insurance Company, Ltd |
6 |
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
6 |
Absolute Return Capital, LLC |
6 |
Savant Capital, LLC |
6 |
Armstrong Advisory Group, Inc |
6 |
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia |
6 |
Regent Peak Wealth Advisors LLC |
6 |
Alpha Windward Llc |
6 |
Nuveen Nasdaq 100 Dynamic Overwrite Fund |
6 |
Foundations Investment Advisors, LLC |
6 |
Center for Financial Planning, Inc. |
6 |
Western Pacific Wealth Management, LP |
6 |
Fusion Family Wealth LLC |
6 |
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
6 |
Warren Averett Asset Management, LLC |
6 |
Fjarde Ap-fonden /fourth Swedish National Pension Fund |
6 |
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF |
6 |
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class |
6 |
Golden State Equity Partners |
6 |
URTH - iShares, Inc. - iShares MSCI World ETF |
6 |
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
6 |
Ropes Wealth Advisors Llc |
6 |
Dakota Wealth Management |
6 |
Donoghue Forlines LLC |
6 |
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
6 |
NBFC - Neuberger Berman ETF Trust - Neuberger Berman Flexible Credit Income ETF |
6 |
Steamboat Capital Partners, LLC |
6 |
Cookson Peirce & Co Inc |
6 |
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
6 |
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
6 |
Graticule Asia Macro Advisors LLC |
6 |
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF |
6 |
RNCOX - RiverNorth Funds - RiverNorth Core Opportunity Fund Class R |
6 |
Gleason Group, Inc. |
6 |
Obermeyer Wood Investment Counsel, Lllp |
6 |
ThornTree Capital Partners LP |
6 |
Context Partners Fund, L.p. |
6 |
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
6 |
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
6 |
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
6 |
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A |
6 |
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
6 |
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
6 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II |
6 |
Pallas Capital Advisors LLC |
6 |
Kestra Investment Management, LLC |
6 |
New Wave Wealth Advisors Llc |
6 |
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
6 |
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A |
6 |
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class |
6 |
Discovery Capital Management, Llc / Ct |
6 |
Private Capital Management, LLC |
6 |
Ovata Capital Management Ltd |
6 |
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
6 |
NewGen Asset Management Ltd |
6 |
Schonfeld Group Holdings LLC |
6 |
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
6 |
McAdam, LLC |
6 |
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
6 |
EULAV Asset Management |
6 |
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
6 |
Americana Partners, LLC |
6 |
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
6 |
Connacht Asset Management LP |
6 |
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A |
6 |
Strategic Blueprint, LLC |
6 |
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
6 |
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF |
6 |
Landsberg, Bennett, & Dubbaneh LLC |
6 |
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
6 |
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
6 |
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund |
6 |
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class |
6 |
U S Global Investors Inc |
6 |
Hollencrest Capital Management |
6 |
Banco Santander, S.A. |
6 |
First New York Securities Llc /ny |
6 |
Congress Asset Management Co /ma |
6 |
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
6 |
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
6 |
Advent/claymore Enhanced Growth & Income Fund |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
6 |
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
6 |
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares |
6 |
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
6 |
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
6 |
Flow Traders U.s. Llc |
6 |
Shapiro Robert N |
6 |
FBMPX - FIDELITY SELECT PORTFOLIOS - Communication Services Portfolio |
6 |
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
6 |
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares |
6 |
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF |
6 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
6 |
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A |
6 |
Kessler Investment Group, LLC |
6 |
YorkBridge Wealth Partners, LLC |
6 |
Arlington Partners LLC |
6 |
John Hancock Hedged Equity & Income Fund |
6 |
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
6 |
HYLD - Exchange Listed Funds Trust - High Yield ETF |
6 |
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund |
6 |
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
6 |
Kowal Investment Group, LLC |
6 |
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
6 |
STRV - EA Series Trust - Strive 500 ETF |
6 |
Wunderlich Securities, Inc. |
6 |
Telemus Capital, Llc |
6 |
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
6 |
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares |
6 |
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
6 |
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
6 |
Balentine LLC |
6 |
Crestline Management, LP |
6 |
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund |
6 |
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
6 |
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
6 |
Wealthspire Advisors, LLC |
6 |
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A |
6 |
Capital Bank & Trust Co |
6 |
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
6 |
Fort, L.p. |
6 |
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
6 |
Lmcg Investments, Llc |
6 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
6 |
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 |
6 |
Indaba Capital Management, L.P. |
6 |
Stock Yards Bank & Trust Co |
6 |
VICE - AdvisorShares Trust - AdvisorShares Vice ETF |
6 |
Bb&t Investment Services, Inc. |
6 |
Calvert Investment Management, Inc. |
6 |
Bellecapital International Ltd. |
6 |
Veritable, L.P. |
6 |
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
6 |
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class |
6 |
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
6 |
NewSquare Capital LLC |
6 |
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional |
6 |
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A |
6 |
Lloyd Advisory Services, LLC. |
6 |
Connable Office Inc |
6 |
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
6 |
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
6 |
Bmc Fund Inc |
6 |
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I |
6 |
I.g. Investment Management, Ltd. |
6 |
Bain Capital Public Equity Management Ii, Llc |
6 |
Friedenthal Financial |
6 |
SG Capital Management LLC |
6 |
Triad Wealth Partners, LLC |
6 |
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
6 |
Nitorum Capital, L.P. |
6 |
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
6 |
Chescapmanager LLC |
6 |
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
6 |
Pioneer Floating Rate Trust |
6 |
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class |
6 |
Waddell & Reed Advisors Funds |
6 |
Waterfront Capital Partners, LLC |
6 |
Webster Bank, N. A. |
6 |
Eaton Vance Senior Income Trust |
6 |
Columbia Asset Management |
6 |
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
6 |
Eaton Vance Senior Floating Rate Trust |
6 |
City State Bank |
6 |
WealthCollab, LLC |
6 |
Anfield Capital Management, LLC |
6 |
Howard Hughes Medical Institute |
6 |
Tradeworx Inc. |
6 |
Crabel Capital Management, LLC |
6 |
Joseph P. Lucia & Associates, LLC |
6 |
Providence Capital Advisors, LLC |
6 |
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A |
6 |
Baader Bank INC |
6 |
Alta Fundamental Advisers LLC |
6 |
Caerus Investors, Llc |
6 |
Regentatlantic Capital Llc |
6 |
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A |
6 |
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV |
6 |
Horizons Etf Trust I |
6 |
Oak Ridge Investments Llc |
6 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I |
6 |
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
6 |
Centenus Global Management, Lp |
6 |
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares |
6 |
BlackRock ESG Capital Allocation Trust |
6 |
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund |
6 |
Formula Growth Ltd |
6 |
Redwood Investments, LLC |
6 |
Vigilant Capital Management, LLC |
6 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I |
6 |
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF |
6 |
Wintrust Investments Llc |
6 |
Kistler-Tiffany Companies, LLC |
6 |
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
6 |
Skye Global Management LP |
6 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 |
6 |
Baldwin Brothers Inc/ma |
6 |
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
6 |
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
6 |
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV |
6 |
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund |
6 |
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
6 |
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
6 |
L & S Advisors Inc |
6 |
AWH Capital, L.P. |
6 |
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares |
6 |
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
6 |
Guyasuta Investment Advisors Inc |
6 |
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
6 |
Laffer Investments |
6 |
Creekmur Asset Management LLC |
6 |
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A |
6 |
Man Investments Ltd |
6 |
Eaton Vance Floating-rate Income Trust |
6 |
MOGLX - Gabelli Innovations Trust - Gabelli Media Mogul Fund |
6 |
Aspen Grove Capital, LLC |
6 |
Innovator ETFs Trust - Innovator Equity Managed Floor ETF |
6 |
GGME - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Media ETF |
6 |
Oak Grove Capital LLC |
6 |
Sig Brokerage, Lp |
6 |
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
6 |
South Dakota Investment Council |
6 |
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) |
6 |
FFNLX - VARIABLE INSURANCE PRODUCTS FUND IV - Communication Services Portfolio Initial Class |
6 |
Kings Point Capital Management |
6 |
Knott David M Jr |
6 |
Pineridge Advisors LLC |
6 |
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
6 |
Oakbrook Investments Llc |
6 |
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
6 |
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A |
6 |
BBVA USA Bancshares, Inc. |
6 |
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
6 |
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
6 |
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
6 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
6 |
Steel Canyon Capital, LLC |
6 |
Frazier Financial Advisors, LLC |
6 |
Cambria Investment Management, L.P. |
6 |
Reuter James Wealth Management, Llc |
6 |
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class |
6 |
ODDS - Pacer Funds Trust - Pacer BlueStar Digital Entertainment ETF |
6 |
Stansberry Asset Management, Llc |
6 |
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A |
6 |
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA |
6 |
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
6 |
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
6 |
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A |
6 |
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
6 |
Profunds - Profund Vp Mid-cap Value |
6 |
TriOaks Capital Management L.P. |
6 |
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
6 |
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF |
6 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
6 |
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND |
6 |
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
6 |
Bourgeon Capital Management Llc |
6 |
CWM Advisors, LLC |
6 |
Measured Wealth Private Client Group, LLC |
6 |
MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
6 |
GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
6 |
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
6 |
CBSE - Listed Funds Trust - Changebridge Capital Sustainable Equity ETF |
6 |
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
6 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
6 |
Amplius Wealth Advisors, LLC |
6 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 |
6 |
ISAM Funds (UK) Ltd |
6 |
Amerivest Investment Management LLC |
6 |
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL |
6 |
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
6 |
Benjamin Edwards Inc |
6 |
Lincoln National Corp |
6 |
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
6 |
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF |
6 |
Rossby Financial, LCC |
6 |
Hilltop Holdings Inc. |
6 |
Adviser Investments LLC |
6 |
SWS Partners |
6 |
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio |
6 |
AIEQ - ETF Managers Trust - AI Powered Equity ETF |
6 |
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
6 |
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
6 |
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
6 |
Essex Investment Management Co Llc |
6 |
Lyon Street Capital, LLC |
6 |
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional |
6 |
Symmetry Peak Management Llc |
6 |
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
6 |
V-Square Quantitative Management LLC |
6 |
First Dallas Securities Inc. |
6 |
BlueCrest Capital Management LLP |
6 |
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio |
6 |
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest |
6 |
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF |
6 |
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class |
6 |
GTCAX - Gamco Global Series Funds, Inc - Gabelli Global Content & Connectivity Fund Class A |
6 |
Romano Brothers And Company |
6 |
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A |
6 |
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A |
6 |
IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF |
6 |
Zeno Research, LLC |
6 |
Ramsey Quantitative Systems |
6 |
Campbell Multi-strategy Trust |
6 |
Canyon Capital Advisors Llc |
6 |
B. Metzler seel. Sohn & Co. Holding AG |
6 |
Ssga Master Trust |
6 |
Strategic Investment Solutions, Inc. /IL |
6 |
Financial Counselors Inc |
6 |
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
6 |
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 |
6 |
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 |
6 |
Tibra Equities Europe Ltd |
6 |
Lee Danner & Bass Inc |
6 |
Rpo Llc |
6 |
Fifth Third Wealth Advisors LLC |
6 |
Zions Bancorporation, National Association /ut/ |
6 |
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
6 |
VCSMX - VALIC Co I - Small Cap Fund |
6 |
Smallcap World Fund Inc |
6 |
Virtus ETF Advisers LLC |
6 |
Pioneer Diversified High Income Trust |
6 |
Binnacle Investments Inc |
6 |
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF |
6 |
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
6 |
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
6 |
Rakuten Investment Management, Inc. |
6 |
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
6 |
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C |
6 |
Impala Asset Management LLC |
6 |
Curian Capital Llc |
6 |
Monimus Capital Management, Lp |
6 |
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
6 |
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A |
6 |
GFG Capital, LLC |
6 |
Magnus Financial Group LLC |
6 |
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I |
6 |
EVLMC - Eaton Vance NextShares Trust II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares |
6 |
Hughes Financial Services, LLC |
6 |
Certified Advisory Corp |
6 |
Venator Capital Management Ltd. |
6 |
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
6 |
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
6 |
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund |
6 |
New England Securities Corp /MA/ |
6 |
Veracity Capital LLC |
6 |
Shenkman Capital Management Inc |
6 |
AWM Investment Company, Inc. |
6 |
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF |
6 |
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 |
6 |
Parkwood LLC |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
6 |
Sapient Capital Llc |
6 |
Archford Capital Strategies, LLC |
6 |
Accurate Wealth Management, LLC |
6 |
Glass Jacobson Investment Advisors llc |
6 |
Transamerica Partners Funds Group |
6 |
Retirement Planning Co of New England, Inc. |
6 |
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
6 |
PENN SERIES FUNDS INC - High Yield Bond Fund |
6 |
BFOR - ALPS ETF Trust - Barron's 400 ETF |
6 |
Tiger Legatus Capital Management, LLC |
6 |
ProVise Management Group, LLC |
6 |
West Paces Advisors Inc. |
6 |
VGLSX - VALIC Co I - Global Strategy Fund |
6 |
Yost Capital Management, L.L.C. |
6 |
Cramer Rosenthal Mcglynn Llc |
6 |
OTA Financial Group L.P. |
6 |
Register Financial Advisors LLC |
6 |
Centricity Wealth Management, LLC |
6 |
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) |
6 |
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
6 |
Alera Investment Advisors, LLC |
6 |
Silphium Asset Management Ltd |
6 |
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
6 |
Boston Income Portfolio - Boston Income Portfolio |
6 |
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
6 |
Dreyfus High Yield Strategies Fund |
6 |
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
6 |
King Street Capital Management, L.p. |
6 |
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A |
6 |
Schwartz Investment Counsel Inc |
6 |
Breton Hill Capital Ltd. |
6 |
Emerald Investment Partners, Llc |
6 |
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
6 |
Franklin Universal Trust |
6 |
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
6 |
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
6 |
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
6 |
BOK Financial Private Wealth, Inc. |
6 |
Steadfast Capital Management Lp |
6 |
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
6 |
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
6 |
Ostrum Asset Management |
6 |
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
6 |
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
6 |
CarsonAllaria Wealth Management, Ltd. |
6 |
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
6 |
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
6 |
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
6 |
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
6 |
Horizon Kinetics LLC |
6 |
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
6 |
TD Capital Management LLC |
6 |
Voss Capital, LLC |
6 |
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
6 |
Heck Capital Advisors, LLC |
6 |
First Foundation Advisors |
6 |
DnB Asset Management AS |
6 |
La Banque Postale Asset Management SA |
6 |
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
6 |
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
6 |
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF |
6 |
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund |
6 |
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
6 |
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
6 |
Rathbone Brothers plc |
6 |
Advent Claymore Convertible Securities & Income Fund Ii |
6 |
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class |
6 |
Folger Hill Asset Management LP |
6 |
Stonegate Investment Group, LLC |
6 |
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
6 |
Mascoma Wealth Management LLC |
6 |
Financial Network Wealth Advisors LLC |
6 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
6 |
VVMCX - VALIC Co I - Mid Cap Value Fund |
6 |
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
6 |
DecisionPoint Financial, LLC |
6 |
Corvex Management LP |
6 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
6 |
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
6 |
Zebra Capital Management LLC |
6 |
Community Bank, N.A. |
6 |
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
6 |
Allred Capital Management, LLC |
5 |
Insight Capital Research & Management Inc |
5 |
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 |
5 |
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C |
5 |
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares |
5 |
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y |
5 |
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A |
5 |
RK Capital Management, LLC |
5 |
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
5 |
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
5 |
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF |
5 |
MLPIX - Profunds - Mid-cap Value Profund Investor Class |
5 |
SGPIX - Profunds - Small-cap Growth Profund Investor Class |
5 |
SVPIX - Profunds - Small-cap Value Profund Investor Class |
5 |
Telemark Asset Management, LLC |
5 |
Miura Global Management, LLC |
5 |
Caledonia (Private) Investments Pty Ltd |
5 |
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
5 |
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
5 |
Huber Capital Management LLC |
5 |
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF |
5 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 |
5 |
Advisors Preferred, LLC |
5 |
Adams Diversified Equity Fund, Inc. |
5 |
Cornerstone Wealth Management, LLC |
5 |
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
5 |
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
5 |
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
5 |
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares |
5 |
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A |
5 |
MILN - Global X Funds - Global X Millennials Thematic ETF |
5 |
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
5 |
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
5 |
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
5 |
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A |
5 |
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
5 |
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
5 |
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class |
5 |
Opera Trading Capital |
5 |
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A |
5 |
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I |
5 |
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
5 |
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 |
5 |
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
5 |
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A |
5 |
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
5 |
APBAX - Cavanal Hill Funds - Active Core Fund Investor |
5 |
Coastal Bridge Advisors, LLC |
5 |
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
5 |
Weik Capital Management |
5 |
RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
5 |
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
5 |
VCCBX - VALIC Co II - Core Bond Fund |
5 |
Scholtz & Company, Llc |
5 |
Hatteras Funds, LLC |
5 |
EWG Elevate Inc. |
5 |
Duquesne Family Office LLC |
5 |
JIHDX - John Hancock Funds II - High Yield Fund Class 1 |
5 |
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
5 |
JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
5 |
JFGAX - John Hancock Funds II - Fundamental Global Franchise Fund Class A |
5 |
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
5 |
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF |
5 |
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
5 |
Caisse De Depot Et Placement Du Quebec |
5 |
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
5 |
Allstate Corp |
5 |
EMS Capital LP |
5 |
Independence Capital Asset Partners, LLC |
5 |
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
5 |
Santa Fe Partners LLC |
5 |
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class |
5 |
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
5 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 |
5 |
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares |
5 |
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares |
5 |
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
5 |
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
5 |
Choate Investment Advisors |
5 |
Steel Peak Wealth Management LLC |
5 |
AllianzGI Artificial Intelligence & Technology Opportunities Fund |
5 |
Camden Capital, LLC |
5 |
Nations Financial Group Inc, /ia/ /adv |
5 |
Kimelman & Baird, LLC |
5 |
ARS Investment Partners, LLC |
5 |
Marcum Wealth, LLC |
5 |
Phocas Financial Corp. |
5 |
Advance Capital I Inc |
5 |
Arcadia Investment Management Corp/mi |
5 |
Atreides Management, LP |
5 |
N.E.W. Advisory Services LLC |
5 |
Hidden Lake Asset Management LP |
5 |
Hohimer Wealth Management, Llc |
5 |
Akaris Global Partners, LP |
5 |
Otter Creek Advisors, LLC |
5 |
Wealth Quarterback LLC |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y |
5 |
FSA Wealth Management LLC |
5 |
Spears Abacus Advisors LLC |
5 |
MADDEN SECURITIES Corp |
5 |
Headinvest, Llc |
5 |
Kerrisdale Advisers, LLC |
5 |
Prospect Capital Advisors, LLC |
5 |
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
5 |
Md Sass Investors Services Inc |
5 |
State of New Jersey Common Pension Fund A |
5 |
Symphony Financial, Ltd. Co. |
5 |
Bank Julius Baer & Co. Ltd, Zurich |
5 |
Moody Aldrich Partners Llc |
5 |
Atalaya Capital Management LP |
5 |
tru Independence LLC |
5 |
MBEQX - M FUND INC - M International Equity Fund |
5 |
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
5 |
Sumitomo Life Insurance Co |
5 |
West Family Investments, Inc. |
5 |
Platinum Investment Management Ltd |
5 |
Gluskin Sheff & Assoc Inc |
5 |
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
5 |
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
5 |
Societe Generale |
5 |
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares |
5 |
San Francisco Sentry Investment Group (ca) |
5 |
Hatteras Alternative Mutual Funds, LLC |
5 |
Wilmington Funds Management Corp |
5 |
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
5 |
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares |
5 |
Rock Creek Group, LP |
5 |
Glenview Capital Management, Llc |
5 |
Corient Capital Partners, LLC |
5 |
Bnp Paribas |
5 |
First Bank & Trust |
5 |
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
5 |
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF |
5 |
Garnet Equity Capital Holdings, Inc. |
5 |
Colony Capital, Inc. |
5 |
Wittenberg Investment Management, Inc. |
5 |
Elgethun Capital Management |
5 |
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF |
5 |
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
5 |
Mason Street Advisors, Llc |
5 |
Select Equity Group, L.P. |
5 |
ARK Investment Management LLC |
5 |
Mark Sheptoff Financial Planning, Llc |
5 |
Hill Path Capital LP |
5 |
Corbin Capital Partners, L.P. |
5 |
Sphinx Trading, Lp |
5 |
Arena Capital Advisors, LLC- CA |
5 |
Western Standard LLC |
5 |
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
5 |
Point72 Europe (London) LLP |
5 |
Platform Technology Partners |
5 |
Castle Hook Partners LP |
5 |
MTM Investment Management, LLC |
5 |
Murchinson Ltd. |
5 |
McClarren Financial Advisors, Inc. |
5 |
Bellwether Advisors, LLC |
5 |
Future Financial Wealth Managment LLC |
5 |
Investment House Llc |
5 |
Garde Capital, Inc. |
5 |
Morse Asset Management, Inc |
5 |
Sterling Financial Planning, Inc. |
5 |
Cannon Global Investment Management, LLC |
5 |
Annapolis Financial Services, LLC |
5 |
Fernbridge Capital Management Lp |
5 |
Oak Family Advisors, Llc |
5 |
Achmea Investment Management B.V. |
5 |
Charter Oak Capital Management, LLC |
5 |
Bfsg, Llc |
5 |
Falcon Point Capital, Llc |
5 |
Banco Bilbao Vizcaya Argentaria, S.a. |
5 |
Amitell Capital Pte Ltd |
5 |
HN Saltoro Capital, LP |
5 |
Bramshill Investments, LLC |
5 |
Mountain Capital Investment Advisors, Inc |
5 |
Sentry Investments Corp. |
5 |
Standard Life Aberdeen plc |
5 |
YHB Investment Advisors, Inc. |
5 |
Childress Capital Advisors, Llc |
5 |
Timelo Investment Management Inc. |
5 |
PGIM Short Duration High Yield Opportunities Fund |
5 |
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 |
5 |
Iron Financial, LLC |
5 |
Bp Plc |
5 |
DC Investments Management, LLC |
5 |
Alaethes Wealth LLC |
5 |
Koss-Olinger Consulting, LLC |
5 |
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A |
5 |
Invesco Bond Fund |
5 |
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
5 |
Soviero Asset Management, LP |
5 |
VVSGX - VALIC Co I - Small Cap Growth Fund |
5 |
Trust Co Of Toledo Na /oh/ |
5 |
JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
5 |
ATFV - Alger ETF Trust - Alger 35 ETF |
5 |
Neuberger Berman Next Generation Connectivity Fund Inc. |
5 |
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
5 |
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 |
5 |
SPC - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Pre-Merger SPAC ETF |
5 |
BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K |
5 |
Kercheville Advisors, LLC |
5 |
EMG Holdings, L.P. |
5 |
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class |
5 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
5 |
Fortaleza Asset Management Inc/ |
5 |
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I |
5 |
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
5 |
Tpg Gp A, Llc |
5 |
JRNY - ALPS ETF Trust - ALPS Global Travel Beneficiaries ETF |
5 |
Pimco Corporate & Income Strategy Fund |
5 |
Pimco Income Strategy Fund Ii |
5 |
Oppenheimer Senior Floating Rate Plus Fund |
5 |
Yarbrough Capital, LLC |
5 |
Dixon Hughes Goodman Wealth Advisors LLC |
5 |
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF |
5 |
Pimco High Income Fund |
5 |
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
5 |
Putnam Investors Fund |
5 |
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares |
5 |
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
5 |
Buckingham Strategic Partners |
5 |
Td Asset Management Usa Funds Inc. |
5 |
Industrial Alliance Investment Management Inc. |
5 |
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
5 |
Metis Global Partners, LLC |
5 |
Hl Financial Services Llc |
5 |
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
5 |
Albion Financial Group /ut |
5 |
Ardmore Road Asset Management LP |
5 |
Sandia Investment Management LP |
5 |
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A |
5 |
Metavasi Capital LP |
5 |
Redmont Wealth Advisors Llc |
5 |
Repertoire Partners LP |
5 |
Resolute Capital Asset Partners LLC |
5 |
Hampton Road Capital Management LP |
5 |
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
5 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
5 |
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
5 |
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
5 |
HB Wealth Management, LLC |
5 |
Gabelli Go Anywhere Trust |
5 |
EFG Asset Management (North America) Corp. |
5 |
Byrne Asset Management LLC |
5 |
Options Solutions, Llc |
5 |
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund |
5 |
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF |
5 |
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
5 |
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
5 |
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
5 |
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
5 |
Independent Portfolio Consultants, Inc. |
5 |
Walker Asset Management, LLC |
5 |
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund |
5 |
Americafirst Capital Management, Llc |
5 |
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund |
5 |
PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund |
5 |
BNGE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S-Network Streaming & Gaming ETF |
5 |
Quantum Private Wealth, LLC |
5 |
Shine Investment Advisory Services Inc |
5 |
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
5 |
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. |
5 |
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
5 |
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund |
5 |
Tri-continental Corp |
5 |
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF |
5 |
Scout Funds |
5 |
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
5 |
Pimco Dynamic Income Fund |
5 |
Pimco Flexible Credit Income Fund |
5 |
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF |
5 |
Pimco Income Opportunity Fund |
5 |
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
5 |
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares |
5 |
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV |
5 |
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load |
5 |
Davidson Kempner Partners |
5 |
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF |
5 |
Woodley Farra Manion Portfolio Management Inc |
5 |
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
5 |
Redwood Wealth Management Group, LLC |
5 |
New England Capital Financial Advisors LLC |
5 |
Moran Wealth Management, LLC |
5 |
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
5 |
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares |
5 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
5 |
FrontFour Capital Group LLC |
5 |
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF |
5 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
5 |
Serengeti Asset Management LP |
5 |
RVRB - ADVISORS SERIES TRUST - Reverb ETF |
5 |
Grey Street Capital, LLC |
5 |
Frank, Rimerman Advisors LLC |
5 |
Tcw Strategic Income Fund Inc |
5 |
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
5 |
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
5 |
Guggenheim Credit Allocation Fund |
5 |
Kingswood Wealth Advisors, Llc |
5 |
Eaton Vance Floating-rate Income Plus Fund |
5 |
PLHIX - Aristotle Funds Series Trust - Aristotle High Yield Bond Fund Class I |
5 |
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 |
5 |
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund |
5 |
Tiger Management L.l.c. |
5 |
Wellington Shields Capital Management, LLC |
5 |
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
5 |
PFS Partners, LLC |
5 |
Oppenheimer Global Multi-asset Growth Fund |
5 |
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
5 |
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
5 |
Naples Money Management LLC |
5 |
Gilliland Jeter Wealth Management LLC |
5 |
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
5 |
Wiser Advisor Group LLC |
5 |
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
5 |
AYAL Capital Advisors Ltd |
5 |
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
5 |
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares |
5 |
Selz Capital LLC |
5 |
Spectrum Wealth Counsel, LLC |
5 |
GLOBALT Investments LLC / GA |
5 |
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class |
5 |
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
5 |
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
5 |
Fairman Group, LLC |
5 |
River & Mercantile Asset Management Llp |
5 |
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
5 |
Alpine Series Trust |
5 |
CCMG - EA Series Trust - CCM Global Equity ETF |
5 |
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares |
5 |
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares |
5 |
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
5 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
5 |
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
5 |
Swedbank AB |
5 |
Cion Ares Diversified Credit Fund |
5 |
STXM - EA Series Trust - Strive Mid-Cap ETF |
5 |
J. Safra Sarasin Holding AG |
5 |
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A |
5 |
Ivy High Income Opportunities Fund |
5 |
Zazove Associates Llc |
5 |
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
5 |
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
5 |
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
5 |
Capital International Sarl |
5 |
Legacy Investment Solutions, LLC |
5 |
Legacy Wealth Managment, LLC/ID |
5 |
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF |
5 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
5 |
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB |
5 |
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
5 |
Oddo Bhf Asset Management Sas |
5 |
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A |
5 |
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
5 |
WEHIX - WEITZ FUNDS - Hickory Fund |
5 |
Stonebridge Financial Group, LLC |
5 |
Sierra Ocean, Llc |
5 |
Jet Capital Investors L P |
5 |
Pacholder High Yield Fund Inc |
5 |
Markel Corp |
5 |
Gmt Capital Corp |
5 |
QCM Cayman, Ltd. |
5 |
Natixis Investment Managers International |
5 |
Squar Milner Financial Services Llc |
5 |
Bryce Point Capital, LLC |
5 |
Bernard Wealth Management Corp. |
5 |
Transce3nd, LLC |
5 |
Redwood Investment Management, Llc |
5 |
Mutual Advisors, LLC |
5 |
Ford Financial Group, LLC |
5 |
Arrowpoint Investment Partners (Singapore) Pte. Ltd. |
5 |
Alphasimplex Group, Llc |
5 |
TradeLink Global Equity LLC |
5 |
Merit Financial Group, LLC |
5 |
6 Meridian |
5 |
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
5 |
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class |
5 |
Pfs Investments Inc. |
5 |
Avestar Capital, LLC |
5 |
Seelaus Asset Management LLC |
5 |
Virtue Capital Management, LLC |
5 |
SummitTX Capital, L.P. |
5 |
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class |
5 |
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class |
5 |
Lorber David A |
5 |
Militia Capital Partners, LP |
5 |
M&r Capital Management Inc |
5 |
Vivaldi Opportunities Fund |
5 |
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF |
5 |
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund |
5 |
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares |
5 |
Credential Qtrade Securities Inc. |
5 |
Abn Amro Investment Solutions |
5 |
Winnow Wealth Llc |
5 |
Buckingham Strategic Wealth, Llc |
5 |
Blackrock Multi-sector Opportunities Trust |
5 |
CX Institutional |
5 |
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
5 |
Northern Oak Wealth Management Inc |
5 |
Cutter & CO Brokerage, Inc. |
5 |
Pflug Koory, LLC |
5 |
Equitable Trust Co |
5 |
SPX Equities Gestao de Recursos Ltda |
5 |
40 North Management LLC |
5 |
Hussman Strategic Advisors, Inc. |
5 |
Dfpg Investments, Llc |
5 |
Ellis Investment Partners, LLC |
5 |
Korea Investment CORP |
5 |
Camarda Financial Advisors, LLC |
5 |
Lansdowne Partners (uk) Llp |
5 |
Laurel Wealth Advisors LLC |
5 |
Lafayette Investments, Inc. |
5 |
Tokio Marine Asset Management Co Ltd |
5 |
DT Investment Partners, LLC |
5 |
Broad Bay Capital Management, LP |
5 |
Ogorek Anthony Joseph /ny/ /adv |
5 |
Seeyond |
5 |
DSC Advisors, L.P. |
5 |
Hartford Financial Management Inc. |
5 |
O'Shares Investment Advisers, LLC |
5 |
Pacific Alternative Asset Management Company, Llc |
5 |
Hoover Financial Advisors, Inc. |
5 |
Harvest Investment Services, LLC |
5 |
Hosking Partners LLP |
5 |
One Fin Capital Management LP |
5 |
Aspire Private Capital, LLC |
5 |
Human Investing LLC |
5 |
Mid Atlantic Financial Management Inc/adv |
5 |
Alight Capital Management LP |
5 |
Integral Derivatives, LLC |
5 |
Quilter Plc |
5 |
York Capital Management Global Advisors, LLC |
5 |
Aegon Asset Management Uk Plc |
5 |
TAP Consulting, LLC |
5 |
Davide Leone & Partners Investment Co Ltd. |
5 |
Foundry Partners, LLC |
5 |
Bleichroeder LP |
5 |
Fort Washington Investment Advisors Inc /oh/ |
5 |
St. Johns Investment Management Company, LLC |
5 |
Personal Cfo Solutions, Llc |
5 |
UMA Financial Services, Inc. |
5 |
Ilmarinen Mutual Pension Insurance Co |
5 |
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
5 |
First PREMIER Bank |
5 |
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
5 |
Country Trust Bank |
5 |
Portolan Capital Management, LLC |
5 |
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A |
5 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
5 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
5 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I |
5 |
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
5 |
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
5 |
Hilton Capital Management, LLC |
5 |
NMIEX - Northern Funds - Active M International Equity Fund |
5 |
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
5 |
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
5 |
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
5 |
Fulton Bank, N.a. |
5 |
Integrated Core Strategies (us) Llc |
5 |
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class |
5 |
PACIFIC SELECT FUND - Developing Growth Portfolio Class I |
5 |
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
5 |
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
5 |
Gulf International Bank (UK) Ltd |
5 |
Kynikos Associates LP |
5 |
Tobam |
5 |
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A |
5 |
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
5 |
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I |
5 |
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
5 |
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
5 |
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares |
5 |
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
5 |
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) |
5 |
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
5 |
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class |
5 |
Third Avenue Management Llc |
5 |
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A |
5 |
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P |
5 |
KINETICS PORTFOLIOS TRUST - Kinetics Internet Portfolio |
5 |
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class |
5 |
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class |
5 |
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
5 |
Jnl Variable Fund Llc - Jnl/mellon Communication Services Sector Fund (a) |
5 |
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF |
5 |
CTC Alternative Strategies, Ltd. |
5 |
Oarsman Capital, Inc. |
5 |
Polaris Wealth Advisory Group, LLC |
5 |
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA |
5 |
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
5 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
5 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
5 |
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
5 |
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
5 |
Pinnacle Wealth Management Advisory Group, LLC |
5 |
Hurley Capital, LLC |
5 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I |
5 |
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A |
5 |
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
5 |
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
5 |
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A |
5 |
COMAX - DEUTSCHE DWS SECURITIES TRUST - DWS Communications Fund Class A |
5 |
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
5 |
Alpha Cubed Investments, LLC |
5 |
Carmignac Gestion |
5 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A |
5 |
ASCAA - ANCHOR SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 |
5 |
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class |
5 |
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
5 |
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class |
5 |
Mastrapasqua Asset Management Inc |
5 |
Winfield Associates, Inc. |
5 |
Psagot Investment House Ltd. |
5 |
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
5 |
Old Mutual Global Investors (UK) Ltd. |
5 |
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund |
5 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 |
5 |
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
5 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
5 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class |
5 |
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class |
5 |
Deprince Race & Zollo Inc |
5 |
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 |
5 |
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S |
5 |
Ninety One UK Ltd |
5 |
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A |
5 |
ARGFX - ARIEL INVESTMENT TRUST - Ariel Fund Investor Class |
5 |
CAAPX - ARIEL INVESTMENT TRUST - Ariel Appreciation Fund Investor Class |
5 |
HAGOX - Hartford Hls Series Fund Ii Inc - Hartford Growth Opportunities Hls Fund Ia |
5 |
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial |
5 |
Securian Funds Trust - SFT Ivy Small Cap Growth Fund |
5 |
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I |
5 |
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I |
5 |
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
5 |
PENN SERIES FUNDS INC - Developed International Index Fund |
5 |
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund |
5 |
Wetherby Asset Management Inc |
5 |
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
5 |
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
5 |
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
5 |
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I |
5 |
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I |
5 |
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class |
5 |
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class |
5 |
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A |
5 |
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
5 |
Clarkston Capital Partners, LLC |
5 |
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
5 |
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
5 |
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z |
5 |
Mirador Capital Partners LP |
5 |
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
5 |
Weaver C. Barksdale & Associates, Inc. |
5 |
Capital International Inc /ca/ |
5 |
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class |
5 |
Koch Industries Inc |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
5 |
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class |
5 |
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
5 |
Evermay Wealth Management Llc |
5 |
Navellier & Associates Inc |
5 |
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
5 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
5 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
5 |
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
5 |
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class |
5 |
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A |
5 |
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
5 |
Perritt Capital Management Inc |
5 |
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
5 |
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF |
5 |
Tdam Usa Inc. |
5 |
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
5 |
Fidelity Central Investment Portfolios LLC - Fidelity Consumer Discretionary Central Fund |
5 |
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class |
5 |
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R |
5 |
WHIAX - IVY FUNDS - Ivy High Income Fund Class A |
5 |
Harvey Partners, LLC |
5 |
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
5 |
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II |
5 |
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II |
5 |
Peregrine Asset Advisers, Inc. |
5 |
Kiwi Wealth Investments Limited Partnership |
5 |
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
5 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
5 |
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N |
5 |
Sun Life Financial Inc |
5 |
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
5 |
Lindsell Train Ltd |
5 |
Apriem Advisors |
5 |
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
5 |
Potomac Capital Management, Inc. |
5 |
Spectrum Management Group, LLC |
5 |
Strategic Global Advisors, LLC |
5 |
Blume Capital Management, Inc. |
5 |
Advisory Alpha, LLC |
5 |
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
5 |
Fernwood Investment Management, LLC |
5 |
Profunds - Profund Vp Small-cap Value |
5 |
Profunds - Profund Vp Small-cap Growth |
5 |
HWG Holdings LP |
5 |
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A |
5 |
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C |
5 |
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class |
5 |
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund |
5 |
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class |
5 |
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R |
5 |
USS Investment Management Ltd |
5 |
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
5 |
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF |
5 |
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
5 |
Hoxton Financial, Inc. |
5 |
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
5 |
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
5 |
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 |
5 |
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 |
5 |
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
5 |
DSCPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Small Cap Focus Fund |
5 |
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
5 |
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A |
5 |
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
5 |
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
5 |
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES |
5 |
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A |
5 |
Price Michael F |
5 |
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A |
5 |
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
5 |
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A |
5 |
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund |
5 |
Clean Yield Group |
5 |
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
5 |
Laurel Wealth Advisors, Inc. |
5 |
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
5 |
Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
5 |
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A |
5 |
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
5 |
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
5 |
Passport Capital, LLC |
5 |
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
5 |
Tributary Capital Management, LLC |
5 |
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES |
5 |
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A |
5 |
Renaissance Group Llc |
5 |
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A |
5 |
Andra AP-fonden |
5 |
Exane Derivatives |
5 |
Syntal Capital Partners, LLC |
5 |
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio |
5 |
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio |
5 |
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
5 |
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I |
5 |
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional |
5 |
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
5 |
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
5 |
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A |
5 |
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
5 |
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
5 |
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
5 |
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
5 |
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
5 |
Forsta Ap-fonden |
5 |
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
5 |
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
5 |
Sheets Smith Wealth Management |
5 |
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
5 |
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A |
5 |
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares |
5 |
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A |
5 |
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I |
5 |
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A |
5 |
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I |
5 |
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A |
5 |
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
5 |
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
5 |
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class |
5 |
Usa Mutuals Advisors, Inc. |
5 |
Millrace Asset Group, Inc. |
5 |
Sentry Investment Management Llc |
5 |
Df Dent & Co Inc |
4 |
Financial Perspectives, Inc |
4 |
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
4 |
Kayak Investment Partners LLC |
4 |
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 |
4 |
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 |
4 |
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
4 |
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
4 |
Meridian Wealth Management, LLC |
4 |
Jackson Credit Opportunities Fund |
4 |
Smith Asset Management Group Lp |
4 |
Voya Financial Advisors, Inc. |
4 |
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
4 |
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail |
4 |
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A |
4 |
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV |
4 |
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
4 |
Clough Global Dividend & Income Fund |
4 |
William Harris Investors Inc |
4 |
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A |
4 |
Empirical Finance, LLC |
4 |
Scepter Holdings, Inc. |
4 |
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
4 |
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
4 |
Kassirer Asset Management Corp |
4 |
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
4 |
Total Investment Management Inc |
4 |
Capital Income Builder |
4 |
Pointe Capital Management LLC |
4 |
Guardian Life Insurance Co Of America |
4 |
Vermillion Wealth Management, Inc. |
4 |
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF |
4 |
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares |
4 |
Putney Financial Group LLC |
4 |
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
4 |
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
4 |
Ameriflex Group, Inc. |
4 |
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I |
4 |
TrimTabs Asset Management, LLC |
4 |
Melqart Asset Management (uk) Ltd |
4 |
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
4 |
Park National Corp /oh/ |
4 |
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF |
4 |
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio |
4 |
Griffin Asset Management, Inc. |
4 |
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
4 |
VSSVX - VALIC Co I - Small Cap Special Values Fund |
4 |
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio |
4 |
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
4 |
Empire Life Investments Inc. |
4 |
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund |
4 |
STFGX - Advisers Investment Trust - State Farm Growth Fund |
4 |
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P |
4 |
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund |
4 |
Reinhart Partners, Inc. |
4 |
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio |
4 |
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I |
4 |
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF |
4 |
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional |
4 |
Lafitte Capital Management LP |
4 |
Park Square Financial Group, LLC |
4 |
Lowe Wealth Advisors, LLC |
4 |
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
4 |
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio |
4 |
Kingdon Capital Management, L.l.c. |
4 |
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund |
4 |
Managed Asset Portfolios, Llc |
4 |
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class |
4 |
Advanced Series Trust - Ast International Growth Portfolio |
4 |
BHR Capital LLC |
4 |
Capital Impact Advisors, LLC |
4 |
Avidian Wealth Solutions, LLC |
4 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
4 |
Iron Horse Wealth Management, LLC |
4 |
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF |
4 |
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES |
4 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional |
4 |
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
4 |
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M |
4 |
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged |
4 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
4 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A |
4 |
ATFPX - ALGER FUNDS - Alger 25 Fund Class P |
4 |
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
4 |
Newbrook Capital Advisors LP |
4 |
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class |
4 |
Tyers Asset Management LLC |
4 |
Johnson Midwest Financial, LLC |
4 |
Nilsine Partners, LLC |
4 |
Smith Group Asset Management, LLC |
4 |
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
4 |
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
4 |
Sage Mountain Advisors LLC |
4 |
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A |
4 |
Intellectus Partners, LLC |
4 |
Accel Wealth Management |
4 |
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P |
4 |
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H |
4 |
Boston Private Bank & Trust Co |
4 |
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional |
4 |
First Command Advisory Services, Inc. |
4 |
Kingstown Capital Management L.p. |
4 |
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF |
4 |
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H |
4 |
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
4 |
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
4 |
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
4 |
Meru Capital Group, LP |
4 |
Fortis Advisors, LLC |
4 |
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
4 |
Kamunting Street Capital Management, L.P. |
4 |
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
4 |
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class |
4 |
Strategy Asset Managers Llc |
4 |
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF |
4 |
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
4 |
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 |
4 |
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class |
4 |
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A |
4 |
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A |
4 |
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF |
4 |
FPACX - FPA FUNDS TRUST - FPA Crescent Fund |
4 |
West Oak Capital, LLC |
4 |
Zrc Wealth Management, Llc |
4 |
Vanguard Capital Wealth Advisors |
4 |
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares |
4 |
IFM Investors Pty Ltd |
4 |
Addison Advisors LLC |
4 |
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) |
4 |
Dynasty Wealth Management, Llc |
4 |
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
4 |
Cooper Investors Pty Ltd |
4 |
Denali Advisors Llc |
4 |
Trust Department Mb Financial Bank N A |
4 |
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF |
4 |
Telemetry Investments, L.L.C. |
4 |
Fore Capital, LLC |
4 |
Dana Investment Advisors, Inc. |
4 |
Ayrton Capital LLC |
4 |
Woodard & Co Asset Management Group Inc /adv |
4 |
Baker Tilly Financial, Llc |
4 |
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) |
4 |
Atairos Group, Inc. |
4 |
CHICAGO TRUST Co NA |
4 |
BlackRock ETF Trust II - BlackRock Total Return ETF |
4 |
Infrastructure Capital Advisors, Llc |
4 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I |
4 |
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
4 |
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) |
4 |
Authentikos Wealth Advisory, LLC |
4 |
THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A |
4 |
RWM Asset Management, LLC |
4 |
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A |
4 |
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
4 |
Cypress Point Wealth Management, LLC |
4 |
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
4 |
Tremblant Capital Group |
4 |
Stonebridge Capital Advisors LLC |
4 |
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
4 |
Greenwood Capital Associates Llc |
4 |
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
4 |
Alta Wealth Advisors LLC |
4 |
MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund |
4 |
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class |
4 |
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M |
4 |
Solstein Capital, LLC |
4 |
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A |
4 |
Fairpointe Capital LLC |
4 |
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
4 |
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I |
4 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
4 |
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
4 |
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV |
4 |
NHMSX - John Hancock Funds II - Mid Cap Stock Fund Class NAV |
4 |
Corient IA LLC |
4 |
Game Creek Capital, LP |
4 |
Kendall Capital Management |
4 |
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF |
4 |
Pinnacle Bancorp, Inc. |
4 |
Prime Capital Investment Advisors, LLC |
4 |
Wealth Preservation Advisors, LLC |
4 |
Ridgewood Investments LLC |
4 |
Rutabaga Capital Management Llc/ma |
4 |
JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
4 |
Chilton Capital Management Llc |
4 |
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
4 |
Merrion Investment Management Co, LLC |
4 |
Washington Trust Bank |
4 |
Junson Asset Management (Hong Kong) Ltd |
4 |
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A |
4 |
Liontrust Investment Partners LLP |
4 |
First Sabrepoint Capital Management Lp |
4 |
Westport Resources Management Inc |
4 |
BJK - VanEck Vectors ETF Trust - VanEck Vectors Gaming ETF |
4 |
Beck Bode, LLC |
4 |
LBA Wealth Management, LLC |
4 |
Comprehensive Financial Consultants Institutional, Inc. |
4 |
Accretive Wealth Partners, LLC |
4 |
Williams Jones Wealth Management, LLC. |
4 |
Pin Oak Investment Advisors Inc |
4 |
Kentucky Retirement Systems |
4 |
Veriti Management LLC |
4 |
Latigo Investments, LLC |
4 |
Norman Fields, Gottscho Capital Management, LLC |
4 |
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF |
4 |
OAIEX - Optimum Fund Trust - Optimum International Fund Class A |
4 |
Knights of Columbus Asset Advisors LLC |
4 |
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF |
4 |
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund |
4 |
Morgens Waterfall Vintiadis & Co Inc |
4 |
Hcim Trust |
4 |
Twin Focus Capital Partners, Llc |
4 |
Integre Asset Management, LLC |
4 |
Whitebox Mutual Funds |
4 |
Fine Capital Partners, L.P. |
4 |
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA |
4 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. |
4 |
Clear Perspective Advisors, LLC |
4 |
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF |
4 |
Bronson Point Management LLC |
4 |
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF |
4 |
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) |
4 |
Stonehage Fleming (uk) Ltd |
4 |
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
4 |
Light Street Capital Management, Llc |
4 |
Crown Advisors Management, Inc. |
4 |
Pittenger & Anderson Inc |
4 |
Cheyne Capital Management (UK) LLP |
4 |
TCG Advisory Services, LLC |
4 |
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF |
4 |
Brandes Investment Partners, Lp |
4 |
DFCIX - Delaware Group Equity Funds Iv - Delaware Smid Cap Growth Fund Class A |
4 |
Ascent Group, LLC |
4 |
Synergy Financial Management, LLC |
4 |
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF |
4 |
Stonehage Fleming Financial Services Holdings Ltd |
4 |
Jump Trading, Llc |
4 |
Leap Investments Lp |
4 |
Icon Advisers Inc/co |
4 |
Yarra Square Partners LP |
4 |
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
4 |
Nixon Capital, LLC |
4 |
Tybourne Capital Management (hk) Ltd |
4 |
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A |
4 |
Marino, Stram & Associates Llc |
4 |
OmniStar Financial Group, Inc. |
4 |
SummerHaven Investment Management, LLC |
4 |
Vaughan Nelson Investment Management, L.p. |
4 |
AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund |
4 |
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
4 |
Eastern Bank |
4 |
Pekin Hardy Strauss, Inc. |
4 |
Requisite Capital Management, LLC |
4 |
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A |
4 |
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class |
4 |
Arbor Wealth Management, LLC |
4 |
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
4 |
Lynwood Capital Management Inc. |
4 |
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
4 |
Nvwm, Llc |
4 |
Gq Asset Management, Llc |
4 |
Wealthspring Capital LLC |
4 |
Insigneo Advisory Services, Llc |
4 |
Leavell Investment Management, Inc. |
4 |
Crescent Grove Advisors, LLC |
4 |
CQS Cayman LP |
4 |
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
4 |
F/M Investments LLC |
4 |
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF |
4 |
Washington Harbour Partners LP |
4 |
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
4 |
Atw Spac Management Llc |
4 |
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
4 |
Diversified Investment Strategies, LLC |
4 |
Main Management ETF Advisors, LLC |
4 |
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
4 |
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C |
4 |
Sonic Fund II, L.P. |
4 |
Anomaly Capital Management, LP |
4 |
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
4 |
BCJ Capital Management, LLC |
4 |
Investment Management Corp of Ontario |
4 |
Rivermont Capital Management LP |
4 |
Cupps Capital Management, LLC |
4 |
Biltmore Capital Advisors LLC |
4 |
Diversify Advisory Services, LLC |
4 |
Executive Wealth Management, LLC |
4 |
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF |
4 |
Delos Wealth Advisors, LLC |
4 |
D'Orazio & Associates, Inc. |
4 |
Infusive Asset Management Inc. |
4 |
Garner Asset Management Corp |
4 |
Manchester Financial Inc |
4 |
NinePointTwo Capital |
4 |
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund |
4 |
Ahrens Investment Partners LLC |
4 |
Qtron Investments LLC |
4 |
Price Jennifer C. |
4 |
Brendel Financial Advisors LLC |
4 |
Private Advisors, LLC |
4 |
Claro Advisors LLC |
4 |
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio |
4 |
Aris Wealth Services, Inc. |
4 |
Guidance Point Advisors, LLC |
4 |
Cumberland Partners Ltd |
4 |
Salomon & Ludwin, LLC |
4 |
Cohen & Co Financial Management, LLC |
4 |
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I |
4 |
Triangle Securities Wealth Management |
4 |
Twin Lakes Capital Management, LLC |
4 |
Kellner Capital, LLC |
4 |
Winthrop Advisory Group LLC |
4 |
West Branch Capital LLC |
4 |
Global Wealth Management Investment Advisory, Inc. |
4 |
VCBDX - VALIC Co I - Core Bond Fund |
4 |
BSJR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 High Yield Corporate Bond ETF |
4 |
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N |
4 |
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES |
4 |
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I |
4 |
Isomer Partners LP |
4 |
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A |
4 |
Garden State Investment Advisory Services LLC |
4 |
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF |
4 |
Emerson Point Capital Lp |
4 |
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares |
4 |
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
4 |
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
4 |
Ceredex Value Advisors LLC |
4 |
Chicago Capital, LLC |
4 |
PRW Wealth Management LLC |
4 |
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
4 |
M&G Plc |
4 |
Cordasco Financial Network |
4 |
Asahi Life Asset Management Co., Ltd. |
4 |
Security Benefit Life Insurance Co /ks/ |
4 |
Baskin Financial Services Inc. |
4 |
Baillie Gifford & Co |
4 |
Barr E S & Co |
4 |
Change Path, LLC |
4 |
Robertson Stephens Wealth Management, LLC |
4 |
Naya Capital Management Uk Ltd |
4 |
Heritage Wealth Management, Llc |
4 |
Next Capital Management LLC |
4 |
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class |
4 |
Stratos Wealth Advisors, LLC |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund |
4 |
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
4 |
Greenlight Capital Inc |
4 |
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
4 |
Paradigm Financial Partners, Llc |
4 |
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
4 |
Dougherty Wealth Advisers LLC |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund |
4 |
Gables Capital Management Inc. |
4 |
Hallmark Capital Management Inc |
4 |
Coastal Capital Group, Inc. |
4 |
S.A. Mason LLC |
4 |
E&G Advisors, LP |
4 |
IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF |
4 |
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
4 |
Darlington Partners Capital Management, Lp |
4 |
Systematic Alpha Investments, LLC |
4 |
Scopia Capital Management Lp |
4 |
Enlightenment Research, LLC |
4 |
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF |
4 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1 |
4 |
Oxbow Advisors, LLC |
4 |
Cordatus Wealth Management LLC |
4 |
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
4 |
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class |
4 |
Kb Financial Partners, Llc |
4 |
PLFLX - Aristotle Funds Series Trust - Aristotle Floating Rate Income Fund Class A |
4 |
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
4 |
Nuveen Core Equity Alpha Fund |
4 |
Graves-Light Private Wealth Management, Inc. |
4 |
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
4 |
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund |
4 |
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF |
4 |
Connectus Wealth, LLC |
4 |
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C |
4 |
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 |
4 |
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A |
4 |
Berylson Capital Partners, Llc |
4 |
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
4 |
Amica Mutual Insurance Co |
4 |
Front Row Advisors LLC |
4 |
American Beacon Apollo Total Return Fund |
4 |
Sierra Capital LLC |
4 |
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A |
4 |
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A |
4 |
Kovack Advisors, Inc. |
4 |
BlackRock Private Investments Fund |
4 |
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV |
4 |
Brand Asset Management Group, Inc. |
4 |
Tygh Capital Management, Inc. |
4 |
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K |
4 |
Peapack Gladstone Financial Corp |
4 |
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
4 |
Better Money Decisions, LLC |
4 |
John Hancock Income Securities Trust |
4 |
Harris Associates L P |
4 |
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
4 |
Capitolis Advisors LLC |
4 |
Redhawk Wealth Advisors, Inc. |
4 |
Lee Capital Holdings LLC |
4 |
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
4 |
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
4 |
Nuveen Diversified Dividend & Income Fund |
4 |
Littlejohn & Co Llc |
4 |
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
4 |
Impax Asset Management Group plc |
4 |
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
4 |
Invesco High Income Trust Ii |
4 |
ACSMX - NEIMAN FUNDS - Advisors Capital Small/Mid Cap Fund |
4 |
Hennion & Walsh Asset Management, Inc. |
4 |
Selective Wealth Management, Inc. |
4 |
Starboard Value LP |
4 |
Canton Hathaway, LLC |
4 |
Harvest Management Llc |
4 |
Stonnington Group, Llc |
4 |
Patten & Patten Inc/tn |
4 |
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
4 |
Counsel Portfolio Services Inc. |
4 |
PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares |
4 |
Fidelity Multi-Strategy Credit Fund |
4 |
Westover Capital Advisors, LLC |
4 |
Oppenheimer Discovery Mid Cap Growth Fund |
4 |
Barometer Capital Management Inc. |
4 |
Castle Wealth Management Llc |
4 |
Vertex One Asset Management Inc. |
4 |
Southeast Asset Advisors Inc. |
4 |
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
4 |
True Bearing Asset Management LP |
4 |
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class |
4 |
Aureus Asset Management, LLC |
4 |
Geneva Advisors, LLC |
4 |
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
4 |
Irenic Capital Management LP |
4 |
Nikko Asset Management Americas, Inc. |
4 |
Integrated Advisors Network LLC |
4 |
Franklin Street Capital Partners, LLC |
4 |
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
4 |
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A |
4 |
SAEF - SCHWAB STRATEGIC TRUST - Schwab Ariel ESG ETF |
4 |
Perennial Investment Advisors, LLC |
4 |
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
4 |
Nuveen S&p 500 Buywrite Income Fund |
4 |
CR Intrinsic Investors, LLC |
4 |
Logan Stone Capital, LLC |
4 |
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund |
4 |
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
4 |
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
4 |
Addison Clark Management, L.l.c. |
4 |
Engine Capital Management, LP |
4 |
Carolina Wealth Advisors, LLC |
4 |
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares |
4 |
Pinkerton Retirement Specialists, LLC |
4 |
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
4 |
MBOVX - M FUND INC - M Large Cap Value Fund |
4 |
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund |
4 |
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
4 |
Powell Investment Advisors, LLC |
4 |
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A |
4 |
MXMCX - GREAT-WEST FUNDS INC - Great-West Ariel Mid Cap Value Fund Investor Class |
4 |
Greenleaf Trust |
4 |
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A |
4 |
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R |
4 |
Beaconlight Capital, Llc |
4 |
Horan Securities, Inc. |
4 |
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF |
4 |
Global X Japan Co., Ltd. |
4 |
Mn Services Vermogensbeheer B.V. |
4 |
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
4 |
Gardner Lewis Asset Management L P |
4 |
PFG Private Wealth Management, LLC |
4 |
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class |
4 |
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES |
4 |
Wealthsource Partners, Llc |
4 |
Strategic Wealth Designers |
4 |
Kirr Marbach & Co Llc /in/ |
4 |
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A |
4 |
Omni Event Management Ltd |
4 |
Cca Investments Trust |
4 |
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class |
4 |
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
4 |
NEOS Investment Management LLC |
4 |
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF |
4 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A |
4 |
Marks Group Wealth Management, Inc |
4 |
iA Global Asset Management Inc. |
4 |
CapWealth Advisors, LLC |
4 |
NorthRock Partners, LLC |
4 |
WR Wealth Planners, LLC |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class |
4 |
Loeb Partners Corp |
4 |
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A |
4 |
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
4 |
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund |
4 |
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class |
4 |
JHCS - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Media and Communications ETF |
4 |
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
4 |
Ennismore Fund Management Ltd |
4 |
AlphaOne Investment Services, LLC |
4 |
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A |
4 |
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 |
4 |
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III |
4 |
Kim, Llc |
4 |
Pier Capital, LLC |
4 |
ClearAlpha Technologies LP |
4 |
Alden Global Capital LLC |
4 |
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2 |
4 |
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
4 |
Blue Rock Advisors, LLC |
4 |
Cardinal Capital Management Llc /ct |
4 |
Calixto Global Investors, LP |
4 |
Fairscale Capital, LLC |
4 |
Dfa Investment Trust Co - The U.s. Large Cap Value Series |
4 |
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
4 |
L2 Asset Management, LLC |
4 |
Josh Arnold Investment Consultant, Llc |
4 |
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 |
4 |
Iridian Asset Management Llc/ct |
4 |
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I |
4 |
ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
4 |
Allegis Investment Advisors, LLC |
4 |
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A |
4 |
Lion Street Advisors, LLC |
4 |
Teamwork Financial Advisors, LLC |
4 |
Clal Insurance Enterprises Holdings Ltd |
4 |
ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
4 |
P.a.w. Capital Corp |
4 |
Graham Capital Wealth Management, Llc |
4 |
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares |
4 |
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
4 |
Klingman & Associates, LLC |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Baron Growth Opportunities Fund Standard Class |
4 |
GVO Asset Management Ltd |
4 |
Ariadne Wealth Management, LP |
4 |
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
4 |
MIK Capital, LP |
4 |
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class |
4 |
Bridges Investment Management Inc |
4 |
TASCX - THIRD AVENUE TRUST - THIRD AVENUE SMALL-CAP VALUE FUND Institutional Class |
4 |
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund |
4 |
Asio Capital, LLC |
4 |
Bellevue Asset Management, Llc |
4 |
TOGA - Managed Portfolio Series - Tremblant Global ETF |
4 |
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. |
4 |
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class |
4 |
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
4 |
Core Wealth Advisors, Inc. |
4 |
FS Series Trust - FS Market Neutral Fund Class I |
4 |
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
4 |
Parsifal Capital Management, LP |
4 |
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
4 |
Capital Advisory Group Advisory Services, LLC |
4 |
Keebeck Wealth Management, LLC |
4 |
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I |
4 |
EKOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Omega Growth Fund Class A |
4 |
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
4 |
Bayberry Capital Partners LP |
4 |
Investors Capital Advisory Services |
4 |
Delaware Investments Dividend & Income Fund, Inc |
4 |
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF |
4 |
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I |
4 |
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
4 |
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y |
4 |
Tilia Fiduciary Partners, Inc. |
4 |
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A |
4 |
Seven Springs Wealth Group, LLC |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
4 |
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares |
4 |
NBCC - Neuberger Berman ETF Trust - Neuberger Berman Next Generation Connected Consumer ETF |
4 |
VELA Funds - VELA Income Opportunities Fund Class A |
4 |
Ada Investment Management, LP |
4 |
Riverhead Capital Management Llc |
4 |
Ridgeworth Funds |
4 |
Geduld E E |
4 |
HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class |
4 |
Sora Investors Llc |
4 |
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
4 |
Mbb Public Markets I Llc |
4 |
Lebenthal Asset Management, LLC |
4 |
ORG Wealth Partners, LLC |
4 |
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A |
4 |
National Pension Service |
4 |
Trust Asset Management LLC |
4 |
Painted Porch Advisors LLC |
4 |
Principia Wealth Advisory, LLC |
4 |
FJNK - Pacific Global ETF Trust - Pacific Global Focused High Yield ETF |
4 |
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
4 |
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A |
4 |
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A |
4 |
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
4 |
Oppenheimer Global Strategic Income Fund |
4 |
Insight Inv LLC |
4 |
Balboa Wealth Partners |
4 |
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class |
4 |
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF |
4 |
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares |
4 |
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A |
4 |
Danda Trouve Investment Management, Inc. |
4 |
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares |
4 |
Thornburg Investment Management Inc |
4 |
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
4 |
AQGNX - AQR Funds - AQR Global Equity Fund Class N |
4 |
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class |
4 |
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
4 |
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
4 |
CWA Asset Management Group, LLC |
4 |
Kanaly Trust Co |
4 |
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I |
4 |
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF |
4 |
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A |
4 |
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. |
4 |
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares |
4 |
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I |
4 |
Opus Capital Group, LLC |
4 |
Spotlight Asset Group, Inc. |
4 |
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A |
4 |
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A |
4 |
Rivernorth/doubleline Strategic Opportunity Fund, Inc. |
4 |
Uniplan Investment Counsel, Inc. |
4 |
Catapult Capital Management Llc |
4 |
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A |
4 |
Integrated Investment Consultants, LLC |
4 |
Independent Franchise Partners LLP |
4 |
Transamerica Financial Advisors, Inc. |
4 |
Amica Retiree Medical Trust |
4 |
Lucus Advisors Llc |
4 |
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
4 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 |
4 |
Empirical Asset Management, LLC |
4 |
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund |
4 |
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
4 |
Knott David M |
4 |
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
4 |
Index Management Solutions, LLC |
4 |
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
4 |
Royal Fund Management, LLC |
4 |
Accredited Investors Inc. |
4 |
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
4 |
PGGM Investments |
4 |
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF |
4 |
TIMOTHY PLAN - Timothy Strategic Variable |
4 |
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
4 |
Lomas Capital Management, LLC |
4 |
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A |
4 |
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares |
4 |
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
4 |
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A |
4 |
Sagefield Capital LP |
4 |
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
4 |
S&co Inc |
4 |
Lederer & Associates Investment Counsel/ca |
4 |
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A |
4 |
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A |
4 |
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A |
4 |
Delaware Vip Trust - Delaware Vip Value Series Standard Class |
4 |
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
4 |
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund |
4 |
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB |
4 |
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund |
4 |
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund |
4 |
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
4 |
Bwcp, Lp |
4 |
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class |
4 |
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A |
4 |
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S |
4 |
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund |
4 |
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund |
4 |
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF |
4 |
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF |
4 |
Tiedemann Advisors, Llc |
4 |
Financial Connections Group, Inc. |
4 |
Sentinel Trust Co Lba |
4 |
Gabelli Convertible & Income Securities Fund Inc |
4 |
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund |
4 |
Placemark Investments, Inc. |
4 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC |
4 |
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF |
4 |
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A |
4 |
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I |
4 |
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
4 |
Gallacher Capital Management LLC |
4 |
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
4 |
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
4 |
V Wealth Advisors LLC |
4 |
Polymer Capital Management (HK) LTD |
4 |
TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class |
4 |
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares |
4 |
Handelsinvest Investeringsforvaltning |
4 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
4 |
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I |
4 |
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
4 |
Infusive US Trust - INFUSIVE(R) COMPOUNDING GLOBAL EQUITIES ETF |
4 |
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class |
4 |
Ab Multi-manager Alternative Fund |
4 |
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares |
4 |
Capital International Ltd /ca/ |
4 |
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I |
4 |
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio |
4 |
FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class |
4 |
First Heartland Consultants, Inc. |
4 |
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio |
4 |
First Commonwealth Financial Corp /pa/ |
4 |
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund |
4 |
Pinnbrook Capital Management Lp |
4 |
ACT Capital Management, LLLP |
4 |
Arrow Capital Management, LLC |
4 |
Chesapeake Partners Management Co Inc/md |
4 |
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
4 |
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares |
4 |
Union Bancaire Privee, UBP SA |
4 |
Havens Advisors Llc |
4 |
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
4 |
Greenwich Wealth Management LLC |
4 |
Advisor Partners Llc |
4 |
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N |
4 |
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund |
4 |
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class |
4 |
Degroof Petercam Asset Management |
4 |
3G Capital Partners LP |
4 |
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class |
4 |
Red Tortoise LLC |
4 |
Seven Grand Managers, Llc |
4 |
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
4 |
MML Series Investment Fund II - MML High Yield Fund Class II |
4 |
WSCVX - NORTHERN LIGHTS FUND TRUST II - North Star Small Cap Value Fund Investor Class |
4 |
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares |
4 |
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
4 |
Longboard Asset Management, LP |
4 |
Raab & Moskowitz Asset Management LLC |
4 |
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A |
4 |
Bridger Management, Llc |
4 |
Antonetti Capital Management LLC |
4 |
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
4 |
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 |
4 |
Argent Trust Co |
4 |
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class |
4 |
M Holdings Securities, Inc. |
4 |
Intrust Bank Na |
4 |
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
4 |
Slate Path Capital LP |
4 |
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
4 |
Triasima Portfolio Management inc. |
4 |
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
4 |
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA |
4 |
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
4 |
Kentucky Trust Co |
4 |
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio |
4 |
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
4 |
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I |
4 |
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
4 |
Axxcess Wealth Management, Llc |
4 |
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A |
4 |
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
4 |
Jackson, Grant Investment Advisers, Inc. |
4 |
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund |
4 |
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T |
4 |
NINE MASTS CAPITAL Ltd |
4 |
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund |
4 |
Bank of Jackson Hole Trust |
4 |
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
4 |
Motley Fool Asset Management LLC |
4 |
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional |
4 |
APEEX - Advisors' Inner Circle Fund III - Aperture Endeavour Equity Fund Class X Shares |
4 |
Harwood Advisory Group, LLC |
4 |
LM Advisors LLC |
4 |
ZFLAX - Trust for Advised Portfolios - Ziegler Senior Floating Rate Fund Class A |
4 |
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A |
4 |
Compass Capital Corp /ma/ /adv |
4 |
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF |
4 |
Mariner Investment Group Llc |
4 |
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
4 |
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class |
4 |
VELA Investment Management, LLC |
4 |
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class |
4 |
Springowl Associates Llc |
4 |
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares |
4 |
Pacific Grove Capital LP |
4 |
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class |
4 |
FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
4 |
Torno Capital, Llc |
4 |
Ironwood Financial, llc |
4 |
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P |
4 |
Aquire Wealth Advisors, LLC |
4 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A |
4 |
SpiderRock Trading LLC |
4 |
Breach Inlet Capital Management, Llc |
4 |
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
4 |
Virtus Total Return Fund |
4 |
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class |
4 |
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A |
4 |
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF |
4 |
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
4 |
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
4 |
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class |
4 |
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND |
4 |
Synergy Investment Management, LLC |
4 |
BGRFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON GROWTH FUND |
4 |
Alexandria Capital, LLC |
4 |
Impact Partnership Wealth, LLC |
4 |
PMSBX - PRINCIPAL FUNDS INC - MidCap Fund (f/k/a MidCap Blend Fund) R-1 |
4 |
Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
4 |
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A |
4 |
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A |
4 |
TRUE Private Wealth Advisors |
4 |
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
4 |
FAINX - MSS Series Trust - Fallen Angels Income Fund |
4 |
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A |
4 |
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A |
4 |
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July |
4 |
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A |
4 |
Clarus Wealth Advisors |
4 |
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
4 |
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A |
4 |
Zurich Insurance Group Ltd/FI |
4 |
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A |
4 |
Norinchukin Bank, The |
4 |
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF |
4 |
Global Wealth Strategies & Associates |
4 |
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A |
4 |
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
4 |
Pinnacle Financial Partners Inc |
4 |
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S |
4 |
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
4 |
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A |
4 |
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund |
4 |
PrairieView Partners, LLC |
4 |
Northwest Capital Management Inc |
4 |
ARKW - Ark ETF Trust - ARK Next Generation Internet ETF |
4 |
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
4 |
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
4 |
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
4 |
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF |
4 |
Elite Wealth Management, Inc. |
4 |
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class |
4 |
Tredje AP-fonden |
4 |
WATWX - WANGER ADVISORS TRUST - Wanger Select |
4 |
RFG Advisory, LLC |
4 |
ARB - AltShares Trust - AltShares Merger Arbitrage ETF |
4 |
Crawford Fund Management, LLC |
4 |
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF |
4 |
Kiker Wealth Management, LLC |
4 |
RGT Wealth Advisors, LLC |
4 |
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB |
4 |
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares |
4 |
Oppenheimer Global High Yield Fund |
4 |
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class |
4 |
Aspect Partners, LLC |
4 |
Tide Point Capital Management, Lp |
4 |
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
4 |
Ingalls & Snyder Llc |
4 |
Independence Bank of Kentucky |
4 |
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
4 |
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF |
4 |
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
4 |
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity |
4 |
Virginia Retirement System |
4 |
Matarin Capital Management, LLC |
4 |
TCTC Holdings, LLC |
4 |
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity |
4 |
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
4 |
Fidelis Capital Partners, LLC |
4 |
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES |
4 |
Pimco Income Strategy Fund |
4 |
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL |
4 |
Lord Abbett Developing Growth Fund, Inc. |
4 |
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity |
4 |
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
4 |
Holistic Financial Partners |
4 |
Concourse Capital Management, LLC |
4 |
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
4 |
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
4 |
THYF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. High Yield ETF |
4 |
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
4 |
Centaur Capital Partners, L.P. |
4 |
Jamison Private Wealth Management, Inc. |
4 |
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class |
4 |
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A |
4 |
WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A |
4 |
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class |
4 |
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF |
4 |
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
4 |
Carmel Capital Partners, LLC |
4 |
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
4 |
Desjardins Global Asset Management Inc. |
4 |
Oppenheimer Senior Floating Rate Fund |
4 |
Janney Capital Management LLC |
4 |
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K |
4 |
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF |
4 |
KINETICS PORTFOLIOS TRUST - Kinetics Small Cap Portfolio |
4 |
Daymark Wealth Partners, Llc |
4 |
Atlas Private Wealth Advisors |
4 |
Stone House Investment Management, LLC |
4 |
PointState Capital LP |
4 |
Vima Llc |
4 |
Covalis Capital Llp |
4 |
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional |
4 |
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
4 |
Groupama Asset Managment |
4 |
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class |
4 |
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A |
4 |
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
4 |
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
4 |
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares |
4 |
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
4 |
BSVSX - BAIRD FUNDS INC - Baird SmallCap Value Fund Investor Class |
4 |
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES |
4 |
BigSur Wealth Management LLC |
4 |
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A |
4 |
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A |
4 |
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A |
4 |
Altfest L J & Co Inc |
4 |
Vestor Capital, Llc |
4 |
Twin Capital Management Inc |
4 |
Raiffeisen Bank International AG |
4 |
Cribstone Capital Management, LLC |
4 |
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A |
4 |
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I |
4 |
Eisler Capital Management Ltd. |
4 |
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
4 |
Deerfield Management Company, L.p. (series C) |
4 |
GATEX - Gateway Trust - Gateway Fund Class A Shares |
4 |
Cedar Wealth Management, LLC |
4 |
HighTower Trust Services, LTA |
4 |
Quantessence Capital LLC |
4 |
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
4 |
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A |
4 |
Mufg Securities Americas Inc. |
4 |
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS |
4 |
London Co Of Virginia |
4 |
Hunting Hill Global Capital, LLC |
4 |
Pinnacle Summer Investments, Inc. |
4 |
Santori & Peters, Inc. |
4 |
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
4 |
GenTrust, LLC |
4 |
Credit Industriel Et Commercial |
4 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
4 |
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
4 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
4 |
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
4 |
Elkfork Partners LLC |
4 |
Weitz Investment Management, Inc. |
4 |
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares |
4 |
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A |
4 |
Glenview Trust Co |
4 |
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A |
4 |
FUKOKU MUTUAL LIFE INSURANCE Co |
4 |
D L Carlson Investment Group Inc |
4 |
WTLTX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Quality High Yield Fund -Retail Class |
4 |
Amtrust Financial Services, Inc. |
4 |
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
4 |
Banque Transatlantique SA |
4 |
Capital Investment Advisory Services, LLC |
4 |
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A |
4 |
Landmark Investment Partners, L.p. |
4 |
Brewin Dolphin Wealth Management Ltd |
4 |
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF |
4 |
Congress Park Capital LLC |
4 |
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A |
4 |
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A |
4 |
Raine Capital LLC |
4 |
EVNT - AltShares Trust - AltShares Event-Driven ETF |
4 |
Family Firm, Inc. |
4 |
Advisor Partners Ii, Llc |
4 |
Advisor OS, LLC |
3 |
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
3 |
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I |
3 |
Grayhawk Investment Strategies Inc. |
3 |
Chase Investment Counsel Corp |
3 |
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A |
3 |
BKM Wealth Management, LLC |
3 |
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. |
3 |
Miller Wealth Advisors, Llc |
3 |
EdgeRock Capital LLC |
3 |
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund |
3 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
3 |
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
3 |
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares |
3 |
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
3 |
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
3 |
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF |
3 |
Capital Management Associates /ny/ |
3 |
Turtle Creek Wealth Advisors, LLC |
3 |
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund |
3 |
Global Opportunities Portfolio - Global Opportunities Portfolio |
3 |
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF |
3 |
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
3 |
Cetera Trust Company, N.A |
3 |
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF |
3 |
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF |
3 |
Mercer Capital Advisers, Inc. |
3 |
CSH - Listed Funds Trust - Morgan Creek-Exos Active SPAC Arbitrage ETF |
3 |
AJOVista, LLC |
3 |
Barlow Wealth Partners, Inc. |
3 |
MeadowBrook Investment Advisors LLC |
3 |
Northwest Financial Advisors |
3 |
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio |
3 |
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class |
3 |
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A |
3 |
Lombardia Capital Partners Llc |
3 |
Tax-managed Global Small-cap Portfolio |
3 |
Winthrop Capital Management, LLC |
3 |
Kingsbury Capital Investment Advisors LLC |
3 |
1620 Investment Advisors, Inc. |
3 |
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
3 |
EHP Funds Inc. |
3 |
Stablepoint Partners, LLC |
3 |
Portfolio Design Labs, LLC |
3 |
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
3 |
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund |
3 |
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
3 |
Plato Investment Management Ltd |
3 |
Sage Investment Advisers LLC |
3 |
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
3 |
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
3 |
Lansing Street Advisors |
3 |
Vermillion & White Wealth Management Group, LLC |
3 |
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
3 |
LGT Group Foundation |
3 |
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A |
3 |
Provence Wealth Management Group |
3 |
Ashe Capital Management, LP |
3 |
Delta Global Management LP |
3 |
Capitolis Liquid Global Markets LLC |
3 |
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A |
3 |
Caitlin John, LLC |
3 |
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A |
3 |
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF |
3 |
Athena Capital Advisors Llc |
3 |
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A |
3 |
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF |
3 |
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF |
3 |
ARIIX - AB INSTITUTIONAL FUNDS INC - AB Global Real Estate Investment Fund II Class I |
3 |
Mango Five Family, Inc. |
3 |
Inspire Trust Co, N.a. |
3 |
Encompass More Asset Management |
3 |
Planning Capital Management Corp |
3 |
Lummis Asset Management, LP |
3 |
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund |
3 |
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A |
3 |
WestEnd Advisors, LLC |
3 |
Strengthening Families & Communities, LLC |
3 |
Oracle Alpha Inc. |
3 |
Sanibel Captiva Trust Company, Inc. |
3 |
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF |
3 |
Hobbs Group Advisors, LLC |
3 |
Sivia Capital Partners, LLC |
3 |
MSA Advisors, LLC |
3 |
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) |
3 |
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. |
3 |
Guild Investment Management, Inc. |
3 |
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares |
3 |
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares |
3 |
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF |
3 |
EVHY - Morgan Stanley ETF Trust - Eaton Vance High Yield ETF |
3 |
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares |
3 |
WMNUX - Ultimus Managers Trust - Westwood Alternative Income Fund Ultra Shares |
3 |
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares |
3 |
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares |
3 |
Ables, Iannone, Moore & Associates, Inc. |
3 |
JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class |
3 |
Eagle Ridge Investment Management |
3 |
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund |
3 |
American Trust |
3 |
Merlin Capital LLC |
3 |
Oaktree Funds |
3 |
Accordant Advisory Group Inc |
3 |
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF |
3 |
Fairway Wealth LLC |
3 |
Miller/howard High Income Equity Fund |
3 |
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF |
3 |
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares |
3 |
Western Asset Middle Market Income Fund Inc. |
3 |
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
3 |
Mediolanum International Funds Ltd |
3 |
De Lisle Partners LLP |
3 |
Atlanta Consulting Group Advisors, LLC |
3 |
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 |
3 |
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund |
3 |
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
3 |
Muzinich & Co., Inc. |
3 |
Mosaic Financial Group, Llc |
3 |
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund |
3 |
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund |
3 |
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund |
3 |
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund |
3 |
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
3 |
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio |
3 |
Institutional Investment Strategy Fund |
3 |
Amplify ETF Trust - Amplify AI Powered Equity ETF |
3 |
Gabelli Global Utility & Income Trust |
3 |
Bancroft Fund Ltd |
3 |
Eaton Vance Enhanced Equity Income Fund Ii |
3 |
Eaton Vance Tax-managed Global Buy-write Opportunities Fund |
3 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
3 |
Eaton Vance Tax-managed Buy-write Opportunities Fund |
3 |
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF |
3 |
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares |
3 |
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF |
3 |
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF |
3 |
Brown, Lisle/cummings, Inc. |
3 |
Future Fund LLC |
3 |
Bank & Trust Co |
3 |
Rockingstone Advisors LLC |
3 |
Kelly Financial Services LLC |
3 |
Rinkey Investments |
3 |
Fullcircle Wealth Llc |
3 |
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares |
3 |
REDWX - Aspiration Funds - Aspiration Redwood Fund |
3 |
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional |
3 |
Oppenheimer Master Loan Fund, Llc |
3 |
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A |
3 |
Benchmark Investment Advisors LLC |
3 |
Diversify Wealth Management, Llc |
3 |
Ulland Investment Advisors, LLC |
3 |
Turner Funds |
3 |
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
3 |
Zullo Investment Group, Inc. |
3 |
Granite Bay Wealth Management, LLC |
3 |
Osborn Rohs Williams & Donohoe Ltd |
3 |
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF |
3 |
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. |
3 |
Custom Portfolio Group LLC |
3 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
3 |
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) |
3 |
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund |
3 |
Dravo Bay Llc |
3 |
Guardian Wealth Management, Inc. |
3 |
TCW ETF Trust - TCW Flexible Income ETF |
3 |
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
3 |
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
3 |
Duncker Streett & Co Inc |
3 |
Alta Fox Capital Management, Llc |
3 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF |
3 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF |
3 |
Flight Deck Capital, LP |
3 |
Net Worth Advisory Group |
3 |
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF |
3 |
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
3 |
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF |
3 |
Dolan Charles F |
3 |
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF |
3 |
Hoey Investments, Inc |
3 |
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O |
3 |
Onefund, Llc |
3 |
Kent Lake PR LLC |
3 |
Mmbg Investment Advisors Co. |
3 |
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class |
3 |
Herbst Group, Llc |
3 |
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V |
3 |
Magee Thomson Investment Partners Llc |
3 |
Guardian Wealth Advisors, Llc / Nc |
3 |
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I |
3 |
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF |
3 |
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF |
3 |
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
3 |
HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares |
3 |
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF |
3 |
Doubleline Opportunistic Credit Fund |
3 |
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB |
3 |
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB |
3 |
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB |
3 |
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB |
3 |
Eschler Asset Management LLP |
3 |
Nuveen Multi-market Income Fund |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB |
3 |
Krs Capital Management, Llc |
3 |
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares |
3 |
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund |
3 |
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
3 |
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
3 |
Palladium Partners Llc |
3 |
Arcadia Investment Advisors Llc |
3 |
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF |
3 |
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
3 |
Synergy Financial Group, LTD |
3 |
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
3 |
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class |
3 |
Ballentine Partners, LLC |
3 |
Paralel Advisors LLC |
3 |
Kentucky Retirement Systems Insurance Trust Fund |
3 |
Morton Brown Family Wealth, LLC |
3 |
Crews Bank & Trust |
3 |
Bainco International Investors |
3 |
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T |
3 |
Prosperity Consulting Group, LLC |
3 |
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio |
3 |
Hager Investment Management Services, Llc |
3 |
Aquila Investment Management LLC |
3 |
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
3 |
Visionary Asset Management, Inc. |
3 |
Ellsworth Growth & Income Fund Ltd |
3 |
Asset Planning,Inc |
3 |
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class |
3 |
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund |
3 |
KMVAX - KIRR MARBACH PARTNERS FUNDS INC - Kirr, Marbach Partners Value Fund |
3 |
Alan B. Lancz & Associates, Inc. |
3 |
Gabelli Nextshares Trust |
3 |
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A |
3 |
Henderson Global Funds |
3 |
Dolan James Lawrence |
3 |
Wealth Effects Llc |
3 |
Sims Investment Management, Llc |
3 |
Capstone Series Fund Inc |
3 |
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class |
3 |
Touchstone Investment Trust |
3 |
Ivory Investment Management, Llc |
3 |
Aries Wealth Management |
3 |
Clare Market Investments LLC |
3 |
Hopwood Financial Services, Inc. |
3 |
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A |
3 |
Eagle Global Advisors Llc |
3 |
Atala Financial Inc |
3 |
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
3 |
Sandy Cove Advisors, LLC |
3 |
Carmichael Hill & Associates, Inc. |
3 |
Curio Wealth, Llc |
3 |
Davidson Investment Advisors |
3 |
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C |
3 |
Millstone Evans Group, LLC |
3 |
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
3 |
Perfromance Wealth Partners, LLC |
3 |
Murphy & Mullick Capital Management Corp |
3 |
BIT Capital GmbH |
3 |
Steinberg Asset Management Llc |
3 |
denkapparat Operations GmbH |
3 |
Keystone Financial Group |
3 |
Helios Capital Management Pte. Ltd |
3 |
Zenyatta Capital Management LP |
3 |
Mount Lucas Management LP |
3 |
RFG - Bristol Wealth Advisors, LLC |
3 |
Pilgrim Partners Asia Pte Ltd |
3 |
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
3 |
Jd Capital Management Llc |
3 |
Avalon Advisors, Llc |
3 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF |
3 |
Uncommon Cents Investing LLC |
3 |
Widmann Financial Services, Inc. |
3 |
Worm Capital, Llc |
3 |
Overbrook Management Corp |
3 |
Canada Post Corp Registered Pension Plan |
3 |
Eubel Brady & Suttman Asset Management Inc |
3 |
GBUY - Goldman Sachs ETF Trust - Goldman Sachs Future Consumer Equity ETF |
3 |
Caz Investments Lp |
3 |
Vahanian & Associates Financial Planning Inc. |
3 |
Metropolitan Capital Advisors Inc |
3 |
Massar Capital Management, LP |
3 |
RPg Family Wealth Advisory, LLC |
3 |
Wright Investors Service Inc |
3 |
Benchstone Capital Management LP |
3 |
Level Financial Advisors, Inc. |
3 |
BancorpSouth Bank |
3 |
Tran Capital Management, L.p. |
3 |
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R |
3 |
Marshall & Sterling Wealth Advisors Inc. |
3 |
Accredited Wealth Management, LLC |
3 |
Mountain Lake Investment Management LLC |
3 |
Anderson Financial Strategies, LLC |
3 |
Kaizen Advisory, Llc |
3 |
Roosevelt Investment Group Llc |
3 |
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF |
3 |
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF |
3 |
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF |
3 |
Raiff Partners Inc |
3 |
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF |
3 |
Brighton Jones Llc |
3 |
Fourth Dimension Wealth, LLC |
3 |
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF |
3 |
Parr Mcknight Wealth Management Group, Llc |
3 |
Capital A Wealth Management, LLC |
3 |
REAP Financial Group, LLC |
3 |
STFBX - Advisers Investment Trust - State Farm Balanced Fund |
3 |
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 |
3 |
Dogwood Wealth Management LLC |
3 |
DiMeo Schneider & Associates, L.L.C. |
3 |
Red Cedar Capital, LLC |
3 |
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF |
3 |
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
3 |
Blue Pool Management Ltd. |
3 |
Thames Capital Management Llc |
3 |
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES |
3 |
GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF |
3 |
Narwhal Capital Management |
3 |
Studio Investment Management Llc |
3 |
Capital Group Private Client Services, Inc. |
3 |
Herold Advisors, Inc. |
3 |
111 Capital |
3 |
TCW ETF Trust - TCW High Yield Bond ETF |
3 |
Mascagni Wealth Management, Inc. |
3 |
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF |
3 |
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 |
3 |
Lonestar Capital Management LLC |
3 |
NBTR - Neuberger Berman ETF Trust - Neuberger Berman Total Return Bond ETF |
3 |
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF |
3 |
Weil Company, Inc. |
3 |
Banco de Sabadell, S.A |
3 |
Multi-strategy Growth & Income Fund |
3 |
McMahon Financial Advisors, LLC |
3 |
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF |
3 |
Amplify ETF Trust - Amplify Cleaner Living ETF |
3 |
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y |
3 |
One Wealth Advisors, LLC |
3 |
Ranger Investment Management, L.P. |
3 |
Neumeier Poma Investment Counsel Llc |
3 |
Westend Capital Management LLC |
3 |
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF |
3 |
Pandora Wealth, Inc. |
3 |
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
3 |
united american securities inc. (d/b/a uas asset management) |
3 |
J Arnold Wealth Management Co |
3 |
Jetstream Capital LLC |
3 |
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
3 |
SYM FINANCIAL Corp |
3 |
Inlight Wealth Management, LLC |
3 |
CNB Bank |
3 |
LST - Managed Portfolio Series - Leuthold Select Industries ETF |
3 |
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A |
3 |
Glg Llc |
3 |
JNL SERIES TRUST - JNL International Index Fund (I) |
3 |
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I |
3 |
Western Asset Diversified Income Fund |
3 |
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF |
3 |
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF |
3 |
FDHAX - FIRST TRUST SERIES FUND - First Trust Short Duration High Income Fund Class A |
3 |
Beacon Capital Management, Inc. |
3 |
Ag2r La Mondiale Gestion D'actifs |
3 |
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund |
3 |
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF |
3 |
BEDZ - AdvisorShares Trust - AdvisorShares Hotel ETF |
3 |
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares |
3 |
CBRDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Responsible Credit Fund - Institutional Class Shares |
3 |
RMG Wealth Management LLC |
3 |
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF |
3 |
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy |
3 |
Burleson & Company, LLC |
3 |
CLARET ASSET MANAGEMENT Corp |
3 |
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A |
3 |
Midwest Trust Co |
3 |
Traub Capital Management LLC |
3 |
Wellesley Asset Management |
3 |
Mazama Capital Management Inc |
3 |
Border to Coast Pensions Partnership Ltd |
3 |
Omni Partners US LLC |
3 |
Cherry Creek Investment Advisors, Inc. |
3 |
Provenance Wealth Advisors, LLC |
3 |
CI Global Investments Inc. |
3 |
F3Logic, LLC |
3 |
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
3 |
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF |
3 |
Hc Financial Advisors Inc |
3 |
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF - |
3 |
Elo Mutual Pension Insurance Co |
3 |
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF |
3 |
Elevation Series Trust - RiverNorth Patriot ETF |
3 |
Temasek Holdings (Private) Ltd |
3 |
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
3 |
Triumph Capital Management |
3 |
Sageworth Trust Co of South Dakota |
3 |
Siemens Fonds Invest GmbH |
3 |
Krane Funds Advisors LLC |
3 |
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF |
3 |
Marathon Partners Equity Management, LLC |
3 |
Bank of New Hampshire |
3 |
Braun-Bostich & Associates Inc. |
3 |
Quad-Cities Investment Group, LLC |
3 |
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF |
3 |
Prentice Capital Management, LP |
3 |
KINETICS PORTFOLIOS TRUST - Kinetics Multi-Disciplinary Income Portfolio |
3 |
Invst, LLC |
3 |
Prentice Wealth Management LLC |
3 |
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF |
3 |
Minichmacgregor Wealth Management, Llc |
3 |
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
3 |
Altium Capital Management LP |
3 |
PIMCO Dynamic Income Opportunities Fund |
3 |
BlackRock Innovation & Growth Trust |
3 |
Denver Investment Advisors Llc |
3 |
Miller Howard Investments Inc /ny |
3 |
Redpoint Investment Management Pty Ltd |
3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
3 |
Cox Capital Mgt LLC |
3 |
Avitas Wealth Management LLC |
3 |
Boenning & Scattergood, Inc. |
3 |
Clayton Partners LLC |
3 |
Leonard Capital Management, Inc |
3 |
Portfolio Strategies, Inc. |
3 |
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
3 |
Boundary Creek Advisors LP |
3 |
Leonard Green & Partners, L.P. |
3 |
Vectors Research Management, LLC |
3 |
TradeLink Capital LLC |
3 |
Bradley & Co. Private Wealth Management, LLC |
3 |
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares |
3 |
Rainier Investment Management Mutual Funds |
3 |
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio |
3 |
Gofen & Glossberg Llc /il/ |
3 |
Caerus Global Investors LLC |
3 |
South Texas Money Management Ltd |
3 |
Graybill Bartz & Assoc Ltd |
3 |
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF |
3 |
Delta Investment Management, LLC |
3 |
Fiduciary Group LLC |
3 |
Lavaca Capital Llc |
3 |
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund |
3 |
Legacy Bridge, LLC |
3 |
Precision Wealth Strategies, LLC |
3 |
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
3 |
Evolution Wealth Advisors, LLC |
3 |
Ballew Advisors, Inc |
3 |
Maytus Capital Management, LLC |
3 |
Marlowe Partners LP |
3 |
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S |
3 |
Baltimore-Washington Financial Advisors, Inc. |
3 |
Syquant Capital Sas |
3 |
Grandview Asset Management LLC |
3 |
Cypress Capital Management LLC (WY) |
3 |
Isthmus Partners, Llc |
3 |
Tower View Investment Management & Research LLC |
3 |
First Midwest Bank Trust Division |
3 |
Summit Financial, LLC |
3 |
Mizuho Securities Usa Llc |
3 |
Carnick & Kubik, LLC |
3 |
Community Capital Management, Inc. |
3 |
Sargent Investment Group, LLC |
3 |
Mitsubishi UFJ Securities Holdings Co., Ltd. |
3 |
Curi Wealth Management, LLC |
3 |
RiverPark Advisors, LLC |
3 |
Affiance Financial, LLC |
3 |
Sepio Capital, LP |
3 |
Highstreet Asset Management Inc. |
3 |
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares |
3 |
Northwest Investment Counselors, Llc |
3 |
IBIS Capital Partners LLP |
3 |
Jolley Asset Management, LLC |
3 |
Draper Asset Management, LLC |
3 |
Absoluto Partners Gestao de Recursos Ltda |
3 |
Sage Private Wealth Group, Llc |
3 |
ERTS Wealth Advisors, LLC |
3 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
3 |
Semmax Financial Advisors Inc. |
3 |
Abundance Wealth Counselors |
3 |
Baker Ellis Asset Management LLC |
3 |
New Vernon Capital Holdings II LLC |
3 |
Salzhauer Michael |
3 |
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF |
3 |
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A |
3 |
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund |
3 |
GS Capital Partners, LLC |
3 |
Scott & Selber, Inc. |
3 |
American Financial Network Advisory Services Llc |
3 |
Beirne Wealth Consulting Services, LLC |
3 |
CPI - IndexIQ ETF Trust - IQ Real Return ETF |
3 |
Central Bank & Trust Co |
3 |
Litman Gregory Asset Management LLC |
3 |
Consolidated Investment Group LLC |
3 |
EMC Capital Management |
3 |
Orion Capital Management LLC |
3 |
Kozak & Associates, Inc. |
3 |
Heartland Advisors Inc |
3 |
Colonial River Wealth Management, LLC |
3 |
Hudson Value Partners, LLC |
3 |
Capital Financial Planning, LLC |
3 |
Sycomore Asset Management |
3 |
Howard Financial Services, Ltd. |
3 |
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares |
3 |
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
3 |
Safeguard Investment Advisory Group, LLC |
3 |
Urban Wealth Management, LLC |
3 |
Forward Management, LLC |
3 |
Cynosure Management, Llc |
3 |
Freedman Financial Associates, Inc. |
3 |
Brandywine Oak Private Wealth Llc |
3 |
American Assets Investment Management, LLC |
3 |
Ferris Capital, Llc |
3 |
Edge Capital Group, LLC |
3 |
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A |
3 |
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares |
3 |
Clarfeld Financial Advisors, Llc |
3 |
Summit X, LLC |
3 |
Kcl Capital, L.p. |
3 |
Northwood Liquid Management Lp |
3 |
Appleton Partners Inc/ma |
3 |
Abbot Financial Management, Inc. |
3 |
59 North Capital Management, LP |
3 |
AlphaStar Capital Management, LLC |
3 |
One01 Capital, LP |
3 |
FourWorld Capital Management LLC |
3 |
Garrett Wealth Advisory Group, LLC |
3 |
Fs Multi-alternative Income Fund |
3 |
North Star Asset Management Inc |
3 |
Roubaix Capital, LLC |
3 |
Atwood & Palmer Inc |
3 |
Grace Capital |
3 |
InterOcean Capital Group, LLC |
3 |
Champlain Investment Partners, LLC |
3 |
Jones Road Capital Management, L.p. |
3 |
Geneva Partners, LLC |
3 |
Us Financial Advisors, Llc |
3 |
Bremer Bank National Association |
3 |
Old Point Trust & Financial Services N A |
3 |
American National Bank |
3 |
New York Life Investments Alternatives |
3 |
Menlo Advisors Llc |
3 |
Julex Capital Management, Llc |
3 |
Contrarius Investment Management Ltd |
3 |
Principal Street Partners, LLC |
3 |
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates |
3 |
Forte Capital Llc /adv |
3 |
Sittner & Nelson, Llc |
3 |
First National Corp /ma/ /adv |
3 |
Sii Investments Inc/wi |
3 |
O'Keefe Stevens Advisory, Inc. |
3 |
Matrix Trust Co |
3 |
Legacy Capital Wealth Partners, LLC |
3 |
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF |
3 |
Curated Wealth Partners LLC |
3 |
Patton Fund Management, Inc. |
3 |
Polar Capital Holdings Plc |
3 |
Gilbert & Cook, Inc. |
3 |
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A |
3 |
Chartwell Investment Partners/pa |
3 |
Putnam High Yield Trust |
3 |
Girard Partners Ltd. |
3 |
Schroder Capital Funds (delaware) |
3 |
Blue Sky Asset Management, LLC |
3 |
Berry Street Capital Management LLP |
3 |
Corsair Opportunity Fund |
3 |
Hickory Lane Capital Management LP |
3 |
Altus Wealth Group LLC |
3 |
Ophir Asset Management Pty Ltd |
3 |
Barnett & Company, Inc. |
3 |
Greystone Financial Group, LLC |
3 |
Principle Wealth Partners Llc |
3 |
Lebenthal Global Advisors, LLC |
3 |
Plaisance Capital LLC |
3 |
Privium Fund Management (UK) Ltd |
3 |
Mfs Intermarket Income Trust I |
3 |
Keeley-Teton Advisors, LLC |
3 |
Sterling Investment Advisors, Ltd. |
3 |
Circle Wealth Management, LLC |
3 |
Loeb King Trust |
3 |
Munder Series Trust |
3 |
Lvm Capital Management Ltd/mi |
3 |
Parametric Market Neutral Portfolio |
3 |
Schwarz Dygos Wheeler Investment Advisors Llc |
3 |
CFS Investment Advisory Services, LLC |
3 |
Johnson Financial Group, LLC |
3 |
Pacitti Group Inc. |
3 |
ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS |
3 |
American Century Investment Management Inc |
3 |
Insight Advisors, LLC/ PA |
3 |
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S |
3 |
Nicholas Company, Inc. |
3 |
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y |
3 |
Grassi Investment Management |
3 |
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E |
3 |
CBOE Vest Financial, LLC |
3 |
GLENMEDE FUND INC - Alternative Risk Premia Portfolio |
3 |
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio |
3 |
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N |
3 |
Cooke & Bieler Lp |
3 |
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N |
3 |
Exchange Capital Management, Inc. |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II |
3 |
Roth Byron |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I |
3 |
Chesapeake Asset Management Llc |
3 |
Perkins Coie Trust Co |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I |
3 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
3 |
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A |
3 |
Condor Capital Management |
3 |
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 |
3 |
Burt Wealth Advisors |
3 |
Gierl Augustine Investment Management Inc |
3 |
OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class |
3 |
Goodnow Investment Group, Llc |
3 |
Ursa Fund Management, LLC |
3 |
Wsfs Capital Management, Llc |
3 |
KAMES CAPITAL plc |
3 |
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A |
3 |
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A |
3 |
Cowa, Llc |
3 |
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) |
3 |
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) |
3 |
New England Research & Management, Inc. |
3 |
Samson Rock Capital LLP |
3 |
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) |
3 |
Diamond Hill Capital Management Inc |
3 |
Ellsworth Advisors, LLC |
3 |
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
3 |
BRC Investment Management LLC |
3 |
Ritholtz Wealth Management |
3 |
Jnl Series Trust - Jnl/mellon International Index Fund (a) |
3 |
Mizuho Markets Americas Llc |
3 |
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) |
3 |
Leith Wheeler Investment Counsel Ltd. |
3 |
DCM Advisors, LLC |
3 |
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
3 |
Greenhouse Funds LLLP |
3 |
Morris Retirement Advisors, LLC |
3 |
Bridgeworth, LLC |
3 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Fund VCT Portfolio : Class I |
3 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I |
3 |
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class |
3 |
RSPC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 (R) Equal Weight Communication Services ETF |
3 |
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF |
3 |
Worth Venture Partners, LLC |
3 |
NOSIX - Northern Funds - Northern Stock Index Fund |
3 |
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
3 |
NOINX - Northern Funds - Northern International Equity Index Fund |
3 |
Chickasaw Capital Management Llc |
3 |
Capstone Triton Financial Group, LLC |
3 |
NSRIX - Northern Funds - Northern Global Sustainability Index Fund |
3 |
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
3 |
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
3 |
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio |
3 |
Soroban Capital Partners LP |
3 |
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
3 |
Pensionfund DSM Netherlands |
3 |
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
3 |
Mjp Associates Inc /adv |
3 |
City Financial Investment Co Ltd |
3 |
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A |
3 |
BNEQX - UBS FUNDS - UBS U.S. Sustainable Equity Fund Class A |
3 |
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A |
3 |
Sapience Investments, LLC |
3 |
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
3 |
Golden Green, Inc. |
3 |
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
3 |
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class |
3 |
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class |
3 |
HNASX - HOMESTEAD FUNDS INC - Growth Fund |
3 |
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
3 |
Neuburgh Advisers LLC |
3 |
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
3 |
Meadow Creek Investment Management LLC |
3 |
Northstar Advisory Group, LLC |
3 |
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
3 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
3 |
Qci Asset Management Inc/ny |
3 |
Hudson Way Capital Management LLC |
3 |
LifePro Asset Management |
3 |
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF |
3 |
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF |
3 |
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio |
3 |
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y |
3 |
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
3 |
Gillson Capital LP |
3 |
Maso Capital Partners Ltd |
3 |
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF |
3 |
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio |
3 |
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
3 |
FRANK FUNDS - Camelot Event Driven Fund Class A Shares |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class |
3 |
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
3 |
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
3 |
Wesbanco Bank Inc |
3 |
Chiron Capital Management, Llc |
3 |
Cowen Prime Services LLC |
3 |
Jeppson Wealth Management, Llc |
3 |
Modera Wealth Management, LLC |
3 |
PACIFIC SELECT FUND - Core Income Portfolio Class I |
3 |
PACIFIC SELECT FUND - Focused Growth Portfolio Class I |
3 |
Ipswich Investment Management Co., Inc. |
3 |
PACIFIC SELECT FUND - Main Street Core Portfolio Class I |
3 |
PACIFIC SELECT FUND - Equity Index Portfolio Class I |
3 |
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I |
3 |
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF |
3 |
Hartree Partners, LP |
3 |
SHDIX - AMERICAN BEACON FUNDS - American Beacon Shapiro SMID Cap Equity Fund Institutional Class |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio |
3 |
Clear Investment Research, Llc |
3 |
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
3 |
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F |
3 |
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
3 |
Tennessee Valley Asset Management Partners |
3 |
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
3 |
Lee Capital Management LP |
3 |
Oribel Capital Management, LP |
3 |
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
3 |
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV |
3 |
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF |
3 |
Holloway Wealth Management, LLC |
3 |
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
3 |
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
3 |
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV |
3 |
Allianz Se |
3 |
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
3 |
Flinton Capital Management LLC |
3 |
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
3 |
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
3 |
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
3 |
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class |
3 |
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
3 |
Symmetry Partners, LLC |
3 |
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 |
3 |
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 |
3 |
Bruderman Asset Management, LLC |
3 |
Covenant Asset Management, LLC |
3 |
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF |
3 |
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
3 |
Vantage Investment Advisors, LLC |
3 |
Strategic Wealth Advisors Group, LLC |
3 |
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF |
3 |
J.Safra Asset Management Corp |
3 |
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I |
3 |
Groesbeck Investment Management Corp /nj/ |
3 |
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
3 |
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF |
3 |
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
3 |
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
3 |
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
3 |
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
3 |
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares |
3 |
BW Gestao de Investimentos Ltda. |
3 |
Axel Capital Management, LLC |
3 |
Wall Street Access Asset Management, LLC |
3 |
FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund |
3 |
Cooperman Leon G |
3 |
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
3 |
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A |
3 |
APSGX - Fiera Capital Series Trust - FIERA CAPITAL SMALL/MID-CAP GROWTH FUND Institutional Class |
3 |
Quantedge Capital Pte Ltd |
3 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares |
3 |
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares |
3 |
Perennial Advisors, LLC |
3 |
Bel Air Investment Advisors Llc |
3 |
EASIX - 360 Funds - Timber Point Alternatives Fund Institutional Class Shares |
3 |
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares |
3 |
Intrepid Financial Planning Group LLC |
3 |
Nwam Llc |
3 |
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A |
3 |
Doheny Asset Management /ca |
3 |
Leuthold Group, Llc |
3 |
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A |
3 |
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF |
3 |
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF |
3 |
Logan Capital Management Inc |
3 |
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
3 |
Jacob Asset Management Of New York Llc |
3 |
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A |
3 |
Reynders McVeigh Capital Management, LLC |
3 |
RiverFront Investment Group, LLC |
3 |
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A |
3 |
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
3 |
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A |
3 |
PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I |
3 |
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares |
3 |
Punch & Associates Investment Management, Inc. |
3 |
VanEck Funds |
3 |
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional |
3 |
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional |
3 |
BLPIX - Profunds - Bull Profund Investor Class |
3 |
Private Advisory Group LLC |
3 |
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
3 |
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
3 |
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
3 |
PZVLX - ADVISORS SERIES TRUST - Pzena Long/Short Value Fund Investor Class |
3 |
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares |
3 |
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A |
3 |
Brave Asset Management Inc |
3 |
ULPIX - Profunds - Ultrabull Profund Investor Class |
3 |
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A |
3 |
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A |
3 |
WCPIX - Profunds - Communication Services Ultrasector Profund Investor Class |
3 |
ACG Wealth |
3 |
RBB FUND, INC. - Aquarius International Fund |
3 |
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
3 |
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
3 |
Rubric Capital Management LP |
3 |
Oxford Financial Group Ltd |
3 |
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class |
3 |
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
3 |
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
3 |
Stevens First Principles Investment Advisors |
3 |
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF |
3 |
Harbor Advisors LLC |
3 |
First Command Financial Services, Inc. |
3 |
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
3 |
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
3 |
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF |
3 |
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF |
3 |
LGPIX - Profunds - Large-cap Growth Profund Investor Class |
3 |
First Command Bank |
3 |
Linscomb & Williams, Inc. |
3 |
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB |
3 |
SeaBridge Investment Advisors LLC |
3 |
Philadelphia Trust Co |
3 |
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
3 |
One Capital Management, LLC |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
3 |
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA |
3 |
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
3 |
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA |
3 |
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB |
3 |
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA |
3 |
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
3 |
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
3 |
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
3 |
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
3 |
SFY - Tidal ETF Trust - SoFi Select 500 ETF |
3 |
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I |
3 |
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
3 |
Carl P. Sherr & Co., LLC |
3 |
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K |
3 |
Financial Enhancement Group LLC |
3 |
AustralianSuper Pty Ltd |
3 |
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares |
3 |
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
3 |
FOCAX - SunAmerica Specialty Series - AIG Focused Growth Fund Class A |
3 |
Lowell Blake & Associates Inc. |
3 |
Polygon Management Ltd. |
3 |
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A |
3 |
VEGN - ETF Series Solutions - US Vegan Climate ETF |
3 |
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class |
3 |
ADVGX - North Square Investments Trust - North Square Advisory Research All Cap Value Fund Class I |
3 |
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF |
3 |
Price Capital Management, Inc. |
3 |
Ibex Wealth Advisors |
3 |
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares |
3 |
Empirical Capital Management, LLC |
3 |
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A |
3 |
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
3 |
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES |
3 |
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class |
3 |
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio |
3 |
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 |
3 |
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class |
3 |
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
3 |
Gargoyle Investment Advisor L.L.C. |
3 |
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A |
3 |
Rbo & Co Llc |
3 |
Chesley Taft & Associates LLC |
3 |
KLS Diversified Asset Management LP |
3 |
Global Endowment Management, LP |
3 |
GGLCX - Gamco Global Series Funds, Inc - Gabelli International Small Cap Fund Class C |
3 |
Reliance Trust Co Of Delaware |
3 |
BSW Wealth Partners |
3 |
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
3 |
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares |
3 |
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I |
3 |
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund |
3 |
Vulcan Value Partners, LLC |
3 |
Robotti Robert |
3 |
Stux Capital Management, LLC |
3 |
Advisors' Inner Circle Fund - Loomis Sayles Full Discretion Institutional Securitized Fund Institutional Class Shares |
3 |
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
3 |
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF |
3 |
Next Century Growth Investors Llc |
3 |
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class |
3 |
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class |
3 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
3 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A |
3 |
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class |
3 |
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
3 |
Sabby Management, Llc |
3 |
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF |
3 |
ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A |
3 |
Corrado Advisors, Llc |
3 |
Sureview Capital Llc |
3 |
Core Alternative Capital |
3 |
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A |
3 |
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A |
3 |
Bellwether Investment Group, LLC |
3 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
3 |
Nuveen Fund Advisors, LLC |
3 |
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II |
3 |
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
3 |
American National Insurance Co /tx/ |
3 |
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II |
3 |
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
3 |
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
3 |
Bowling Portfolio Management LLC |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
3 |
Fairbanks Capital Management, Inc. |
3 |
Delphi Private Advisors LLC |
3 |
Black Diamond Capital Management, L.l.c. |
3 |
Alerus Financial Na |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y |
3 |
DoubleLine Yield Opportunities Fund |
3 |
ADSRX - Advisors' Inner Circle Fund III - Aperture Discover Equity Fund Class X Shares |
3 |
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T |
3 |
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
3 |
Gladius Capital Management LP |
3 |
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T |
3 |
VSR Financial Services, Inc. |
3 |
University Of Texas/texas Am Investment Managment Co |
3 |
Exencial Wealth Advisors, Llc |
3 |
NERD - Listed Funds Trust - Roundhill BITKRAFT Esports & Digital Entertainment ETF |
3 |
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
3 |
NuWave Investment Management, LLC |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 |
3 |
Adirondack Trust Co |
3 |
Munder Capital Management |
3 |
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 |
3 |
SevenBridge Financial Group, LLC |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
3 |
Private Capital Advisors, Inc. |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3 |
3 |
Arrow Financial Corp |
3 |
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A |
3 |
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A |
3 |
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund |
3 |
ICMAX - Intrepid Capital Management Funds Trust - Intrepid Endurance Fund Investor Class |
3 |
MML Series Investment Fund II - MML Equity Fund Initial Class |
3 |
CVI Investments, Inc. |
3 |
MML Series Investment Fund II - MML Blend Fund Initial Class |
3 |
BFGFX - BARON SELECT FUNDS - Baron Focused Growth Fund |
3 |
Capital Investment Counsel, Inc |
3 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A |
3 |
Ninety One SA (PTY) Ltd |
3 |
SLT - ETF Series Solutions - Salt High truBeta US Market ETF |
3 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 |
3 |
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund |
3 |
Boston Financial Mangement Llc |
3 |
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund |
3 |
Northeast Financial Consultants Inc |
3 |
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund |
3 |
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
3 |
Delphi Management Inc /ma/ |
3 |
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund |
3 |
Fairfax Financial Holdings Ltd/ Can |
3 |
NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class |
3 |
ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF |
3 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
3 |
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
3 |
Montag & Caldwell, Llc |
3 |
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A |
3 |
Gates Capital Management, Inc. |
3 |
Comerica Securities Inc |
3 |
Loeb Offshore Management LP |
3 |
Mork Capital Management, LLC |
3 |
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
3 |
3G Sahana Capital Management LP |
3 |
Jackson Square Capital, Llc |
3 |
Stanley-Laman Group, Ltd. |
3 |
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
3 |
AllSquare Wealth Management LLC |
3 |
Mariner Wealth Advisors-NYC, LLC |
3 |
IPG Investment Advisors LLC |
3 |
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS |
3 |
MSJSX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Endurance Portfolio Class IS |
3 |
Spouting Rock Asset Management, LLC |
3 |
Ferguson Wellman Capital Management, Inc |
3 |
Nbt Bank N A /ny |
3 |
MGGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Opportunity Portfolio Class I |
3 |
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 |
3 |
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 |
3 |
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
3 |
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund |
3 |
Partnervest Advisory Services LLC |
3 |
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
3 |
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y |
3 |
Knighted Pastures LLC |
3 |
Bremer Trust National Association |
3 |
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares |
3 |
Ckw Financial Group |
3 |
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial |
3 |
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
3 |
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
3 |
River Wealth Advisors LLC |
3 |
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares |
3 |
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service |
3 |
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
3 |
City National Bank |
3 |
Securian Funds Trust - SFT Index 500 Fund Class 1 |
3 |
Securian Funds Trust - SFT T. Rowe Price Value Fund |
3 |
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I |
3 |
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
3 |
Welch Group, LLC |
3 |
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A |
3 |
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A |
3 |
Aviance Capital Partners, LLC |
3 |
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A |
3 |
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A |
3 |
Blue Arrow Capital Management Llc |
3 |
Daiwa Capital Markets America Inc. |
3 |
Andromeda Capital LLC |
3 |
Green Arrow Capital Management Llc |
3 |
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
3 |
Glg Inc. |
3 |
Raptor Capital Management Lp |
3 |
LMR Master Fund Ltd |
3 |
Connor Clark & Lunn Investment Management Ltd |
3 |
PENN SERIES FUNDS INC - Index 500 Fund |
3 |
PENN SERIES FUNDS INC - Smid Cap Growth Fund |
3 |
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
3 |
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I |
3 |
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
3 |
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF |
3 |
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares |
3 |
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
3 |
Winton Capital Management Ltd |
3 |
F&C Asset Management plc |
3 |
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF |
3 |
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund |
3 |
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund |
3 |
John G Ullman & Associates Inc |
3 |
Winslow Asset Management Inc |
3 |
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund |
3 |
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF |
3 |
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class |
3 |
Arena Investors LP |
3 |
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
3 |
Fagan Associates, Inc. |
3 |
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV |
3 |
IFPUX - Advisers Investment Trust - Independent Franchise Partners US Equity Fund |
3 |
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N |
3 |
Sumit Capital, Llc |
3 |
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
3 |
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 |
3 |
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N |
3 |
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF |
3 |
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares |
3 |
Engrave Wealth Partners LLC |
3 |
Filbrandt Wealth Management, LLC |
3 |
General American Investors Co Inc |
3 |
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I |
3 |
Peoples Financial Services Corp. |
3 |
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A |
3 |
Ledyard National Bank |
3 |
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I |
3 |
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class |
3 |
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
3 |
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A |
3 |
ICONIQ Capital, LLC |
3 |
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class |
3 |
JCP Investment Management, LLC |
3 |
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
3 |
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class |
3 |
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A |
3 |
FLRT - Pacific Global ETF Trust - Pacific Global Senior Loan ETF |
3 |
IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
3 |
Fayez Sarofim & Co |
3 |
IXP - iSHARES TRUST - iShares Global Comm Services ETF |
3 |
Transcend Wealth Collective, Llc |
3 |
Fft Wealth Management Llc |
3 |
Great Lakes Retirement, Inc. |
3 |
Lionsbridge Wealth Management LLC |
3 |
Atlas Principals, LLC |
3 |
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF |
3 |
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 |
3 |
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund |
3 |
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund |
3 |
Laidlaw Wealth Management LLC |
3 |
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I |
3 |
MIG Capital, LLC |
3 |
Berkshire Asset Management Llc/pa |
3 |
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia |
3 |
Ballast Advisors Llc |
3 |
Pacific Capital Wealth Advisors, Inc |
3 |
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV |
3 |
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A |
3 |
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV |
3 |
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
3 |
Bradley Foster & Sargent Inc/ct |
3 |
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
3 |
Mic Capital Partners (public) (us) Im, Llc |
3 |
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund |
3 |
LH Capital Markets, LLC |
3 |
Solel Partners LP |
3 |
Searle & Co. |
3 |
Investment Research & Advisory Group, Inc. |
3 |
Valinor Management, Llc |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
3 |
Welch & Forbes Llc |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class |
3 |
Capital Wealth Alliance, LLC |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
3 |
EFA - iSHARES TRUST - iShares MSCI EAFE ETF |
3 |
Mattern Capital Management, Llc |
3 |
Olstein Capital Management, L.P. |
3 |
NWK Group, Inc. |
3 |
Parcion Private Wealth LLC |
3 |
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class |
3 |
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class |
3 |
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
3 |
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
3 |
Cannell Peter B & Co Inc |
3 |
Somerset Trust Co |
3 |
Okabena Investment Services Inc |
3 |
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
3 |
Soros Capital Management Llc |
3 |
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
3 |
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
3 |
Jeereddi Investments, LP |
3 |
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
3 |
Adams Wealth Management |
3 |
Partners Group Holding AG |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
3 |
HBC Financial Services, PLLC |
3 |
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
3 |
Mine & Arao Wealth Creation & Management, LLC. |
3 |
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A |
3 |
PCJ Investment Counsel Ltd. |
3 |
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
3 |
Cahill Financial Advisors Inc |
3 |
Professional Financial Advisors, LLC |
3 |
Indie Asset Partners, LLC |
3 |
Atlas Private Wealth Management |
3 |
Clovis Capital Management Lp |
3 |
Madison Wealth Management |
3 |
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
3 |
Suffolk Capital Management Llc |
3 |
ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF |
3 |
Dai-ichi Life Holdings, Inc. |
3 |
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
3 |
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class |
3 |
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 |
3 |
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund |
3 |
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF |
3 |
Trustmark National Bank Trust Department |
3 |
Beach Investment Counsel Inc/pa |
3 |
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF |
3 |
Caspian Capital Lp |
3 |
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
3 |
Odey Asset Management Group Ltd |
3 |
Family Management Corp |
3 |
Rowland Carmichael Advisors Inc /adv |
3 |
Gruss & Co., LLC |
3 |
Spdr S&p 500 Etf Trust |
3 |
Nuveen High Income 2023 Target Term Fund |
3 |
Fairfield, Bush & Co. |
3 |
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund |
3 |
GAMR - ETF Managers Trust - ETFMG Video Game Tech ETF |
3 |
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund |
3 |
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class |
3 |
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A |
3 |
Stonebridge Financial Planning Group, LLC |
3 |
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A |
3 |
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1 |
3 |
Fidelity Central Investment Portfolios LLC - Fidelity Communication Services Central Fund |
3 |
Advocacy Wealth Management Services, LLC |
3 |
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 |
3 |
Aurora Private Wealth, Inc. |
3 |
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares |
3 |
SkyOak Wealth, LLC |
3 |
Thrax Management, LLC |
3 |
MBE Wealth Management, LLC |
3 |
Barington Capital Group, L.p. |
3 |
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF |
3 |
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF |
3 |
Cfm Wealth Partners Llc |
3 |
Briaud Financial Planning, Inc |
3 |
Verdence Capital Advisors LLC |
3 |
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A |
3 |
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A |
3 |
Seaport Global Asset Management Llc |
3 |
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF |
3 |
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF |
3 |
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares |
3 |
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
3 |
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares |
3 |
Fox Point Capital Management LLC |
3 |
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares |
3 |
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares |
3 |
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
3 |
Keel Point, LLC |
3 |
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
3 |
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II |
3 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A |
3 |
ROSOX - FINANCIAL INVESTORS TRUST - RONDURE OVERSEAS FUND Investor Class |
3 |
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A |
3 |
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A |
3 |
Sandhill Capital Partners LLC |
3 |
Barings Funds Trust - Barings Global High Yield Fund Class A Shares |
3 |
Piermont Capital Management LLC |
3 |
Sugarloaf Wealth Management, LLC |
3 |
Provident Wealth Management, LLC |
3 |
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
3 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
3 |
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
3 |
East Coast Asset Management, LLC. |
3 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
3 |
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
3 |
Claar Advisors LLC |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 |
3 |
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
3 |
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class |
3 |
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class |
3 |
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF |
3 |
Hunter Associates Investment Management Llc |
3 |
Platte River Capital LLC |
3 |
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares |
3 |
WCGNX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Growth Fund Class N |
3 |
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class |
3 |
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N |
3 |
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N |
3 |
Crestwood Advisors Group LLC |
3 |
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF |
3 |
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
3 |
Busey Wealth Management |
3 |
Mraz, Amerine & Associates, Inc. |
3 |
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
3 |
Fosun International Ltd |
3 |
PSCD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Discretionary ETF |
3 |
Partner Investment Management, L.P. |
3 |
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF |
3 |
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A |
3 |
Harber Asset Management Llc |
3 |
AVEMX - SCHWARTZ INVESTMENT TRUST - Ave Maria Value Fund |
3 |
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
3 |
Perella Weinberg Partners Capital Management LP |
3 |
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
3 |
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
3 |
Main Street Research LLC |
3 |
Jackson Wealth Management, LLC |
3 |
Silver Lake Group, L.L.C. |
3 |
Stone Toro Investment Advisers, LP |
3 |
Timpani Capital Management LLC |
3 |
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares |
3 |
Copeland Capital Management, LLC |
3 |
LLGLX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Global Fund |
3 |
LLSCX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Small-Cap Fund |
3 |
LLPFX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Fund |
3 |
Knightsbridge Asset Management, Llc |
3 |
Nair Vinay |
3 |
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF |
3 |
Permanens Capital L.P. |
3 |
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF |
3 |
Affinity Investment Advisors, Llc |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio |
3 |
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio |
3 |
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
3 |
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares |
3 |
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
3 |
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares |
3 |
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A |
3 |
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF |
3 |
AMCPX - AMCAP FUND - AMCAP FUND Class A |
3 |
Profunds - Profund Vp Large-cap Growth |
3 |
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
3 |
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A |
3 |
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A |
3 |
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
3 |
Profunds - Profund Vp Telecommunications |
3 |
Profunds - Profund Vp Bull |
3 |
Profunds - Profund Vp Ultrabull |
3 |
Lodge Hill Capital, LLC |
3 |
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I |
3 |
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio |
3 |
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
3 |
Ruggie Capital Group |
3 |
CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES |
3 |
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A |
3 |
VMCVX - VALIC Co II - Mid Cap Value Fund |
3 |
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A |
3 |
Gupta Wealth Management LLC |
3 |
VCHYX - VALIC Co II - High Yield Bond Fund |
3 |
Concert Wealth Management Inc. |
3 |
BARING ASSET MANAGEMENT Ltd |
3 |
Ardevora Asset Management LLP |
3 |
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A |
3 |
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class |
3 |
Beck Capital Management, Llc |
3 |
Bahl & Gaynor Inc |
3 |
Cidel Asset Management Inc |
3 |
Silverback Asset Management Llc |
3 |
FRANKLIN FLOATING RATE MASTER TRUST - Franklin Floating Rate Income Fund Advisor Class |
3 |
Pecaut & Co. |
3 |
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF |
3 |
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF |
3 |
PFM Health Sciences, LP |
3 |
Sapphire Star Partners LP |
3 |
XLC - SELECT SECTOR SPDR TRUST - The Communication Services Select Sector SPDR Fund |
3 |
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A |
3 |
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF |
3 |
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF |
3 |
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF |
3 |
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio |
3 |
OHIO NATIONAL FUND INC - ON International Equity Portfolio |
3 |
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF |
3 |
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
3 |
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A |
3 |
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A |
3 |
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
3 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service |
3 |
SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
3 |
LTL - PROSHARES TRUST - ProShares Ultra Telecommunications |
3 |
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
3 |
Frontier Wealth Management LLC |
3 |
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A |
3 |
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares |
3 |
WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares |
3 |
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I |
3 |
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A |
3 |
Nippon Life Global Investors Americas, Inc. |
3 |
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF |
3 |
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF |
3 |
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
3 |
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A |
3 |
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF |
3 |
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund |
3 |
Wallace Capital Management Inc. |
3 |
Diker Management Llc |
3 |
Schulhoff & Co Inc |
3 |
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares |
3 |
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A |
3 |
VSSGX - VALIC Co I - Small-Mid Growth Fund |
3 |
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares |
3 |
VSTIX - VALIC Co I - Stock Index Fund |
3 |
Gamble Jones Investment Counsel |
3 |
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A |
3 |
Rangeley Capital, LLC |
3 |
LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C |
3 |
VCIEX - VALIC Co I - International Equities Index Fund |
3 |
Parthenon Llc |
3 |
Redmond Asset Management, LLC |
3 |
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional |
3 |
Dorsal Capital Management, LLC |
3 |
Sawgrass Asset Management Llc |
3 |
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
3 |
Silicon Valley Capital Partners |
3 |
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class |
3 |
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
3 |
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares |
3 |
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional |
3 |
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares |
3 |
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class |
3 |
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class |
3 |
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
3 |
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A |
3 |
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A |
3 |
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
3 |
Meiji Yasuda Life Insurance Co |
3 |
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class |
3 |
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
3 |
Greystone Investment Management Llc |
3 |
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
3 |
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
3 |
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
3 |
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
3 |
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF |
3 |
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R |
3 |
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
3 |
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A |
3 |
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I |
3 |
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A |
3 |
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
3 |
Grimes & Company, Inc. |
3 |
Guardian Point Capital, Lp |
3 |
Simmons Bank |
3 |
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
3 |
Topline Capital Management, LLC |
3 |
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
3 |
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF |
3 |
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
3 |
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class |
3 |
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
3 |
Aberdeen Funds - Aberdeen Income Builder Fund Class A |
3 |
John W. Brooker & Co., CPAs |
3 |
Mogy Joel R Investment Counsel Inc |
3 |
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class |
3 |
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF |
3 |
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
3 |
Aull & Monroe Investment Management Corp |
3 |
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A |
3 |
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class |
3 |
Bellevue Group AG |
3 |
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A |
3 |
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
3 |
New Mountain Vantage Advisers, L.l.c. |
3 |
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class |
3 |
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
3 |
Incline Global Management LLC |
3 |
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class |
3 |
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF |
3 |
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
3 |
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF |
3 |
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
3 |
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional |
3 |
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
3 |
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A |
3 |
Doliver Advisors, Lp |
3 |
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund |
3 |
FSRPX - FIDELITY SELECT PORTFOLIOS - Retailing Portfolio |
3 |
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
3 |
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
3 |
Oliver Luxxe Assets LLC |
3 |
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund |
3 |
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund |
3 |
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
3 |
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund |
3 |
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund |
3 |
Atalan Capital Partners, LP |
3 |
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund |
3 |
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 |
3 |
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
3 |
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund |
3 |
Nokota Management, LP |
3 |
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
3 |
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
3 |
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
3 |
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund |
3 |
Brigade Capital Management, Lp |
3 |
RPG Investment Advisory, LLC |
3 |
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
3 |
Sheaff Brock Investment Advisors, LLC |
3 |
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A |
3 |
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
3 |
Antipodean Advisors LLC |
3 |
Hitchwood Capital Management LP |
3 |
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
3 |
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF |
3 |
D. E. Shaw & Co, L.p. |
3 |
Jabre Capital Partners S.A. |
3 |
Williams Jones & Associates LLC |
3 |
Dynamic Capital Management Ltd |
3 |
PICTET BANK & TRUST Ltd |
3 |
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class |
3 |
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class |
3 |
HASOX - HARBOR FUNDS - Harbor Small Cap Growth Opportunities Fund Institutional Class |
3 |
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF |
3 |
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I |
3 |
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A |
3 |
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
3 |
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A |
3 |
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I |
3 |
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
3 |
Central Asset Investments & Management Holdings (HK) Ltd |
3 |
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A |
3 |
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF |
3 |
Springhouse Capital Management, LP |
3 |
Savior LLC |
3 |
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES |
3 |
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A |
3 |
Villere St Denis J & Co Llc |
3 |
ACK Asset Management LLC |
3 |
Espalier Global Management LLC |
3 |
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I |
3 |
Old Second National Bank Of Aurora |
3 |
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
3 |
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund |
3 |
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund |
3 |
Camden Asset Management L P /ca |
3 |
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund |
3 |
Fortis Capital Advisors, LLC |
3 |
Applied Finance Capital Management, LLC |
3 |
Blackrock Science & Technology Trust |
3 |
Whale Rock Capital Management LLC |
3 |
Harvest Portfolios Group Inc. |
3 |
Sonic GP LLC |
3 |
Coppell Advisory Solutions Corp. |
3 |
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
3 |
Camelot Portfolios, LLC |
3 |
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
3 |
Sand Grove Capital Management LLP |
3 |
Portman Square Capital LLP |
3 |
Callan Family Office, LLC |
3 |
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund |
3 |
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
3 |
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF |
3 |
Longbow Finance SA |
3 |
Thematics Asset Management |
3 |
Milestone Investment Advisors LLC |
3 |
Cortina Funds, Inc. |
3 |
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
3 |
SEQUX - Sequoia Fund Inc - Sequoia Fund Inc |
3 |
Two Roads Shared Trust - Hypatia Women CEO ETF |
3 |
Acrisure Capital Management, LLC |
3 |
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
3 |
Putnam ETF Trust - Putnam ESG High Yield ETF - |
3 |
NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares |
3 |
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
3 |
Ativo Capital Management LLC |
3 |
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund |
3 |
St Germain D J Co Inc |
3 |
WIREX - PFS FUNDS - Wireless Fund |
3 |
Argonautica Private Wealth Management, Inc |
3 |
Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
3 |
Keystone Investors Pte Ltd |
3 |
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF |
3 |
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
3 |
Rothschild Investment Corp /il |
3 |
Van Den Berg Management I, Inc |
3 |
Cassaday & Co Wealth Management LLC |
3 |
Cm Wealth Advisors Llc |
3 |
Liberty All Star Growth Fund Inc. |
3 |
25 Llc |
3 |
Boston Advisors Llc |
3 |
Richard W. Paul & Associates, LLC |
3 |
PFG Investments, LLC |
3 |
Vinva Investment Management Ltd |
3 |
NCINX - Nicholas High Income Fund, Inc. - Nicholas High Income Fund Inc Class I |
3 |
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A |
3 |
DoubleLine ETF Adviser LP |
3 |
Pine Valley Investments Ltd Liability Co |
3 |
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
3 |
CHURCHILL MANAGEMENT Corp |
3 |
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF |
3 |
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio |
3 |
Chapin Davis, Inc. |
3 |
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio |
3 |
Icon Wealth Advisors, LLC |
3 |
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. |
3 |
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
3 |
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A |
3 |
Atomi Financial Group, Inc. |
3 |
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares |
3 |
Delaware Enhanced Global Dividend & Income Fund |
3 |
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF |
3 |
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF |
3 |
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
3 |
EA Series Trust |
3 |
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
3 |
Genus Capital Management Inc. |
3 |
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 |
3 |
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L |
3 |
Invesco, Llc |
3 |
BPTRX - BARON SELECT FUNDS - Baron Partners Fund |
3 |
Western Asset High Yield Defined Opportunity Fund Inc. |
3 |
Portside Wealth Group, LLC |
3 |
MGO Private Wealth, LLC |
3 |
AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND INC - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A |
3 |
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
3 |
Coastline Trust Co |
3 |
Dunhill Financial, LLC |
3 |
Virtus Total Return Fund Inc. |
3 |
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
3 |
Prosperity Wealth Management, Inc. |
3 |
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L |
3 |
Endurance Wealth Management, Inc. |
3 |
MU Investments Co., Ltd. |
3 |
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class |
3 |
Tidal Trust II - Clouty Tune ETF |
3 |
ADJEX - AZZAD FUNDS - Azzad Ethical Fund |
3 |
IMA Wealth, Inc. |
3 |
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF |
3 |
Czech National Bank |
3 |
SHP ETF Trust - NEOS S&P 500(R) High Income ETF |
3 |
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF |
3 |
TWEB - Tidal ETF Trust - SoFi Web 3 ETF |
3 |
ICA Group Wealth Management, LLC |
3 |
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
3 |
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF |
3 |
Western Asset Management Company, LLC |
3 |
Wellington Shields & Co., LLC |
3 |
XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF |
3 |
New York Life Trust Co |
3 |
Norden Group Llc |
3 |
Pimco Dynamic Credit & Mortgage Income Fund |
3 |
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF |
3 |
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
3 |
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2 |
3 |
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares |
3 |
Ramirez Asset Management, Inc. |
3 |
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF |
3 |
Jnl Strategic Income Fund Llc |
3 |
Savoir Faire Capital Management, L.P. |
3 |
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund |
3 |