Proequities, Inc. |
1750 |
UBS Group AG |
1666 |
Morgan Stanley |
1621 |
Citadel Advisors Llc |
1586 |
Bank Of America Corp /de/ |
1547 |
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
1522 |
Jpmorgan Chase & Co |
1498 |
Susquehanna International Group, Llp |
1492 |
Wells Fargo & Company/mn |
1456 |
Royal Bank Of Canada |
1445 |
Tower Research Capital LLC (TRC) |
1438 |
Millennium Management Llc |
1419 |
Citigroup Inc |
1402 |
Geode Capital Management, Llc |
1383 |
BlackRock, Inc. |
1360 |
Goldman Sachs Group Inc |
1359 |
Barclays Plc |
1334 |
Vanguard Group Inc |
1325 |
Deutsche Bank Ag\ |
1322 |
Jane Street Group, Llc |
1306 |
Renaissance Technologies Llc |
1275 |
Fmr Llc |
1270 |
State Street Corp |
1269 |
Advisor Group Holdings, Inc. |
1224 |
Northern Trust Corp |
1197 |
Virtu Financial LLC |
1183 |
Bank of New York Mellon Corp |
1163 |
Bnp Paribas Arbitrage, Sa |
1137 |
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
1113 |
Two Sigma Investments, Lp |
1107 |
Bank Of Montreal /can/ |
1104 |
Group One Trading, L.p. |
1103 |
Hrt Financial Lp |
1100 |
Simplex Trading, Llc |
1098 |
Credit Suisse Ag/ |
1098 |
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
1051 |
D. E. Shaw & Co., Inc. |
1028 |
Marshall Wace, Llp |
1001 |
Rhumbline Advisers |
985 |
Pnc Financial Services Group, Inc. |
984 |
Charles Schwab Investment Management Inc |
980 |
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
978 |
Squarepoint Ops LLC |
978 |
Cubist Systematic Strategies, LLC |
972 |
New York State Common Retirement Fund |
971 |
Invesco Ltd. |
966 |
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
964 |
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
957 |
Ameriprise Financial Inc |
957 |
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
956 |
Two Sigma Advisers, Lp |
952 |
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
951 |
Manufacturers Life Insurance Company, The |
951 |
American International Group, Inc. |
947 |
SG Americas Securities, LLC |
945 |
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
944 |
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
943 |
IFP Advisors, Inc |
940 |
Two Sigma Securities, Llc |
937 |
Legal & General Group Plc |
934 |
Boothbay Fund Management, Llc |
927 |
California State Teachers Retirement System |
924 |
Dimensional Fund Advisors Lp |
901 |
Prelude Capital Management, Llc |
901 |
Qube Research & Technologies Ltd |
898 |
Walleye Capital LLC |
886 |
Verition Fund Management LLC |
875 |
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
869 |
Price T Rowe Associates Inc /md/ |
866 |
Creative Planning |
862 |
Alliancebernstein L.p. |
858 |
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
855 |
Russell Investments Group, Ltd. |
852 |
Gsa Capital Partners Llp |
851 |
Schonfeld Strategic Advisors LLC |
847 |
Acadian Asset Management Llc |
847 |
Ameritas Investment Partners, Inc. |
847 |
Nuveen Asset Management, LLC |
842 |
Us Bancorp \de\ |
840 |
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
840 |
Balyasny Asset Management Llc |
839 |
XTX Topco Ltd |
835 |
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
826 |
Victory Capital Management Inc |
820 |
Captrust Financial Advisors |
814 |
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
813 |
Walleye Trading LLC |
811 |
Voya Investment Management Llc |
807 |
Cutler Group LP |
807 |
Strs Ohio |
804 |
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
800 |
Aqr Capital Management Llc |
800 |
Federated Hermes, Inc. |
799 |
Point72 Asset Management, L.P. |
799 |
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
797 |
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
784 |
Panagora Asset Management Inc |
782 |
Parametric Portfolio Associates Llc |
782 |
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
777 |
ExodusPoint Capital Management, LP |
775 |
Wellington Management Group Llp |
772 |
Northwestern Mutual Wealth Management Co |
764 |
ProShare Advisors LLC |
760 |
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
754 |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
752 |
California Public Employees Retirement System |
751 |
Jefferies Group LLC |
746 |
Amalgamated Bank |
744 |
Cwm, Llc |
742 |
Metropolitan Life Insurance Co/ny |
739 |
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
737 |
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
737 |
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
735 |
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
733 |
Macquarie Group Ltd |
728 |
Ladenburg Thalmann Financial Services Inc |
725 |
IWC - iSHARES TRUST - iShares Micro-Cap ETF |
725 |
Oxford Asset Management Llp |
722 |
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
720 |
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
713 |
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
711 |
State Of Wisconsin Investment Board |
710 |
Franklin Resources Inc |
709 |
Tudor Investment Corp Et Al |
706 |
LMR Partners LLP |
706 |
Ubs Asset Management Americas Inc |
705 |
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
702 |
LPL Financial LLC |
702 |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
698 |
Zurcher Kantonalbank (Zurich Cantonalbank) |
695 |
MetLife Investment Management, LLC |
694 |
Jump Financial, LLC |
688 |
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
686 |
Trexquant Investment LP |
684 |
Bridgeway Capital Management Inc |
684 |
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
683 |
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
682 |
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
681 |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
681 |
Wolverine Asset Management Llc |
680 |
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
679 |
Nomura Holdings Inc |
678 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
678 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
678 |
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
678 |
NSIDX - Northern Funds - Northern Small Cap Index Fund |
677 |
IWM - iSHARES TRUST - iShares Russell 2000 ETF |
676 |
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
676 |
Engineers Gate Manager LP |
675 |
Sei Investments Co |
675 |
SBI Securities Co., Ltd. |
674 |
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
674 |
Paloma Partners Management Co |
674 |
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
673 |
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
673 |
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
668 |
Allianz Asset Management GmbH |
668 |
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
666 |
Nisa Investment Advisors, Llc |
666 |
VCSLX - VALIC Co I - Small Cap Index Fund |
665 |
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
664 |
Ergoteles LLC |
663 |
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
662 |
Prudential Financial Inc |
661 |
Raymond James & Associates |
661 |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
661 |
Profunds - Profund Vp Ultrasmall-cap |
660 |
Man Group plc |
660 |
Profunds - Profund Vp Small-cap |
659 |
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
659 |
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
658 |
Hudson Bay Capital Management LP |
658 |
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
657 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
656 |
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
655 |
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
654 |
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
654 |
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
654 |
Principal Financial Group Inc |
653 |
Parallel Advisors, LLC |
653 |
Quantbot Technologies LP |
652 |
Swiss National Bank |
652 |
Lazard Asset Management Llc |
651 |
Marshall Wace North America L.P. |
649 |
State Board Of Administration Of Florida Retirement System |
648 |
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
648 |
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
643 |
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
643 |
Jacobs Levy Equity Management, Inc |
643 |
PENN SERIES FUNDS INC - Small Cap Index Fund |
642 |
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
642 |
Alyeska Investment Group, L.P. |
641 |
Hsbc Holdings Plc |
641 |
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
640 |
SLPIX - Profunds - Small-cap Profund Investor Class |
640 |
Laurion Capital Management LP |
639 |
Wolverine Trading, Llc |
639 |
Steward Partners Investment Advisory, Llc |
638 |
Signaturefd, Llc |
638 |
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
638 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
637 |
Kcg Holdings, Inc. |
636 |
Point72 Hong Kong Ltd |
636 |
HighTower Advisors, LLC |
636 |
Parallax Volatility Advisers, L.P. |
634 |
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
634 |
A.R.T. Advisors, LLC |
630 |
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
629 |
Advisor Group, Inc. |
627 |
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
627 |
HAP Trading, LLC |
625 |
Meeder Asset Management Inc |
623 |
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
623 |
Norges Bank |
622 |
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
620 |
BlackRock Fund Advisors |
619 |
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
618 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
617 |
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
617 |
American Century Companies Inc |
616 |
Ubs Oconnor Llc |
615 |
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
614 |
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
613 |
Janus Henderson Group Plc |
612 |
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
611 |
IWV - iSHARES TRUST - iShares Russell 3000 ETF |
611 |
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
611 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
609 |
Adage Capital Partners Gp, L.l.c. |
607 |
Advisory Services Network, LLC |
606 |
Raymond James Financial Inc |
606 |
PDT Partners, LLC |
603 |
FNY Investment Advisers, LLC |
600 |
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
599 |
Vanguard Index Funds |
599 |
Daiwa Securities Group Inc. |
597 |
Connor, Clark & Lunn Investment Management Ltd. |
596 |
BlackRock Institutional Trust Company, N.A. |
593 |
Perceptive Advisors Llc |
593 |
Allworth Financial LP |
590 |
Highbridge Capital Management Llc |
589 |
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
589 |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
586 |
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
585 |
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
584 |
Dynamic Technology Lab Private Ltd |
583 |
BlackRock Investment Management, LLC |
583 |
Federation des caisses Desjardins du Quebec |
580 |
Sabby Management, Llc |
580 |
Tiaa Cref Investment Management Llc |
579 |
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
578 |
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
578 |
Alps Advisors Inc |
577 |
Stifel Financial Corp |
572 |
Alpine Global Management, LLC |
571 |
TCI Wealth Advisors, Inc. |
570 |
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
570 |
Teachers Advisors, Llc |
567 |
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
567 |
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
562 |
BlackRock Advisors LLC |
561 |
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
561 |
Lindbrook Capital, Llc |
560 |
Commonwealth Equity Services, Llc |
560 |
Mirae Asset Global Investments Co., Ltd. |
560 |
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
558 |
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
557 |
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
556 |
PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
556 |
Caption Management, LLC |
556 |
Teacher Retirement System Of Texas |
555 |
Td Asset Management Inc |
555 |
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
554 |
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
554 |
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
554 |
Rockefeller Capital Management L.P. |
553 |
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
553 |
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
553 |
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
552 |
DekaBank Deutsche Girozentrale |
551 |
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
549 |
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
547 |
Envestnet Asset Management Inc |
546 |
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
545 |
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
545 |
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
544 |
EverSource Wealth Advisors, LLC |
540 |
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
540 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
540 |
Ubs Ag |
540 |
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
539 |
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
539 |
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
539 |
Sterling Capital Management LLC |
532 |
Bessemer Group Inc |
532 |
Css Llc/il |
532 |
Raymond James Financial Services Advisors, Inc. |
531 |
Sphera Funds Management Ltd. |
528 |
Y-Intercept (Hong Kong) Ltd |
527 |
Deerfield Management Company, L.p. (series C) |
526 |
Guggenheim Capital Llc |
524 |
NOSGX - Northern Funds - Northern Small Cap Value Fund |
523 |
Glenmede Trust Co Na |
522 |
Quadrant Capital Group Llc |
518 |
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
518 |
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
517 |
Nationwide Fund Advisors |
515 |
EAM Investors, LLC |
515 |
Great West Life Assurance Co /can/ |
515 |
Pacer Advisors, Inc. |
514 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
513 |
Susquehanna Fundamental Investments, Llc |
512 |
Spark Investment Management LLC |
511 |
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
510 |
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
509 |
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
508 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
508 |
Voloridge Investment Management, Llc |
507 |
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
507 |
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
506 |
Driehaus Capital Management Llc |
502 |
Algert Global Llc |
502 |
Principal Funds Inc |
502 |
First Trust Advisors Lp |
501 |
BlueCrest Capital Management Ltd |
499 |
Woodline Partners LP |
498 |
Capstone Investment Advisors, Llc |
498 |
IBB - iSHARES TRUST - iShares Nasdaq Biotechnology ETF |
497 |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
495 |
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
494 |
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
493 |
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
493 |
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
492 |
Arrowstreet Capital, Limited Partnership |
491 |
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
490 |
Los Angeles Capital Management Llc |
489 |
Putnam Investments Llc |
486 |
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
486 |
Monashee Investment Management LLC |
486 |
Allspring Global Investments Holdings, LLC |
485 |
Virtus ETF Advisers LLC |
483 |
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
483 |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
482 |
Orbimed Advisors Llc |
482 |
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
480 |
BIB - PROSHARES TRUST - ProShares Ultra Nasdaq Biotechnology |
479 |
Guggenheim Active Allocation Fund |
479 |
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
479 |
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
479 |
Toronto Dominion Bank |
478 |
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
478 |
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
478 |
GWM Advisors LLC |
478 |
Huntington National Bank |
477 |
Comerica Bank |
477 |
Private Advisor Group, LLC |
475 |
Ensign Peak Advisors, Inc |
475 |
Fifth Third Bancorp |
474 |
Farther Finance Advisors, LLC |
474 |
Polar Asset Management Partners Inc. |
472 |
Public Employees Retirement System Of Ohio |
471 |
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
471 |
State Farm Mutual Fund Trust |
471 |
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
469 |
Amalgamated Financial Corp. |
469 |
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
468 |
State Farm Variable Product Trust |
467 |
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
466 |
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
465 |
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
465 |
Magnetar Financial LLC |
464 |
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
464 |
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
464 |
College Retirement Equities Fund |
464 |
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
462 |
Occudo Quantitative Strategies Lp |
460 |
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
460 |
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
459 |
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
458 |
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
458 |
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
458 |
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
456 |
Axa S.a. |
456 |
National Bank Of Canada /fi/ |
455 |
Neuberger Berman Group LLC |
455 |
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
454 |
Global Retirement Partners, LLC |
454 |
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
453 |
J. Goldman & Co LP |
452 |
Candriam Luxembourg S.C.A. |
452 |
Armistice Capital, Llc |
452 |
Ikarian Capital, LLC |
451 |
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
451 |
Ellevest, Inc. |
450 |
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
450 |
Bayesian Capital Management, LP |
449 |
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
449 |
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
448 |
Centiva Capital, LP |
448 |
Aquatic Capital Management LLC |
447 |
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
447 |
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
446 |
Harbour Investments, Inc. |
446 |
Penserra Capital Management LLC |
445 |
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
444 |
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
444 |
Rafferty Asset Management, LLC |
443 |
Cambridge Investment Research Advisors, Inc. |
443 |
O'shaughnessy Asset Management, Llc |
443 |
VDAFX - VALIC Co I - Dynamic Allocation Fund |
442 |
Arizona State Retirement System |
442 |
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
440 |
FBIOX - FIDELITY SELECT PORTFOLIOS - Biotechnology Portfolio |
440 |
Graham Capital Management, L.P. |
439 |
Mariner, LLC |
439 |
Pura Vida Investments, Llc |
438 |
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
438 |
GAMMA Investing LLC |
437 |
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
435 |
IBBQ - Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Biotechnology ETF |
433 |
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
433 |
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
432 |
CIBC Private Wealth Group, LLC |
432 |
First Manhattan Co |
431 |
Fred Alger Management, Llc |
431 |
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
430 |
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
429 |
BTEC - Principal Exchange-Traded Funds - Principal Healthcare Innovators Index ETF |
429 |
Sowell Financial Services LLC |
429 |
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
429 |
Aperio Group, LLC |
428 |
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
428 |
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
427 |
China Universal Asset Management Co., Ltd. |
426 |
Nuveen, LLC |
425 |
State of Wyoming |
424 |
Maven Securities LTD |
423 |
Profund Advisors Llc |
423 |
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF |
422 |
BlackRock Group LTD |
420 |
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares |
420 |
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
419 |
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
419 |
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
419 |
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
419 |
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
418 |
Landscape Capital Management, L.l.c. |
418 |
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
417 |
Ground Swell Capital, LLC |
417 |
Winton Capital Group Ltd |
416 |
Jefferies Financial Group Inc. |
416 |
Covestor Ltd |
415 |
Tiaa-cref Funds |
414 |
Police & Firemen's Retirement System of New Jersey |
414 |
American Portfolios Advisors |
411 |
Jennison Associates Llc |
410 |
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
410 |
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
409 |
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
408 |
Russell Frank Co/ |
408 |
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
408 |
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
407 |
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
407 |
Thrivent Financial For Lutherans |
407 |
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
407 |
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
407 |
Baker Bros. Advisors Lp |
406 |
OMERS ADMINISTRATION Corp |
405 |
Schroder Investment Management Group |
405 |
Weiss Multi-Strategy Advisers LLC |
405 |
Fox Run Management, L.l.c. |
405 |
Jones Financial Companies Lllp |
404 |
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
403 |
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
402 |
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
400 |
Moore Capital Management, Lp |
400 |
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
400 |
Corebridge Financial, Inc. |
400 |
Blair William & Co/il |
400 |
Canada Pension Plan Investment Board |
398 |
Oppenheimer & Co Inc |
398 |
Acrospire Investment Management LLC |
397 |
Intech Investment Management Llc |
397 |
Tfs Capital Llc |
396 |
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
396 |
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
395 |
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
395 |
Janney Montgomery Scott LLC |
394 |
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
393 |
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
393 |
NEXT Financial Group, Inc |
391 |
Lord, Abbett & Co. Llc |
390 |
Dupont Capital Management Corp |
389 |
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
389 |
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
388 |
Gabelli Funds Llc |
387 |
Capital Fund Management S.a. |
385 |
Cnh Partners Llc |
385 |
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
385 |
Virginia Retirement Systems Et Al |
385 |
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
385 |
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
384 |
Mackenzie Financial Corp |
384 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
384 |
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
383 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
383 |
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
383 |
Ellington Management Group Llc |
382 |
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
381 |
Natixis |
381 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
380 |
Tfs Capital Investment Trust |
380 |
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
380 |
Ra Capital Management, L.p. |
379 |
Healthcare Of Ontario Pension Plan Trust Fund |
378 |
Aigen Investment Management, Lp |
378 |
Caitong International Asset Management Co., Ltd |
378 |
Truist Financial Corp |
377 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
377 |
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
377 |
Atom Investors LP |
376 |
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
376 |
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
376 |
Public Employees Retirement Association Of Colorado |
376 |
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
376 |
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
376 |
Piedmont Investment Advisors Llc |
376 |
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
375 |
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
375 |
SRS Capital Advisors, Inc. |
375 |
Cowen And Company, Llc |
374 |
Belvedere Trading LLC |
374 |
Dark Forest Capital Management Lp |
373 |
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
373 |
Parkside Financial Bank & Trust |
372 |
Cetera Advisor Networks LLC |
371 |
Gotham Asset Management, LLC |
371 |
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
371 |
Clear Street Markets Llc |
370 |
National Asset Management, Inc. |
370 |
Caas Capital Management Lp |
370 |
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
370 |
Geneos Wealth Management Inc. |
370 |
Farallon Capital Management Llc |
368 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
368 |
Ghost Tree Capital, LLC |
368 |
Massmutual Trust Co Fsb/adv |
368 |
Campbell & CO Investment Adviser LLC |
367 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
367 |
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
367 |
Cormorant Asset Management, LP |
366 |
Thompson Davis & Co., Inc. |
366 |
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
366 |
MAI Capital Management |
366 |
Valeo Financial Advisors, LLC |
366 |
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
365 |
Wedbush Securities Inc |
365 |
First Horizon Advisors, Inc. |
365 |
Versant Capital Management, Inc |
364 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
364 |
True Wealth Design, LLC |
364 |
Glassman Wealth Services |
363 |
Ancora Advisors, LLC |
363 |
Spire Wealth Management |
362 |
KBC Group NV |
362 |
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
361 |
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
361 |
PENN SERIES FUNDS INC - International Equity Fund |
361 |
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
360 |
Humankind Benefit Corp - Humankind US Stock ETF |
360 |
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
359 |
Coldstream Capital Management Inc |
359 |
Artal Group S.A. |
359 |
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
359 |
Hartland & Co., LLC |
358 |
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
358 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
358 |
Rothschild Investment Llc |
358 |
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
357 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
357 |
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
357 |
RidgeWorth Capital Management LLC |
357 |
Assenagon Asset Management S.A. |
356 |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
356 |
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
356 |
D.a. Davidson & Co. |
356 |
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
356 |
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
356 |
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
354 |
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
354 |
Martingale Asset Management L P |
354 |
Point72 Asia (Singapore) Pte. Ltd. |
354 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
353 |
Credit Agricole S A |
353 |
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
353 |
MetLife Securities, Inc |
353 |
Teachers Retirement System Of The State Of Kentucky |
353 |
Acuta Capital Partners, Llc |
352 |
Pictet Asset Management Ltd |
352 |
Kennedy Capital Management, Inc. |
352 |
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
351 |
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
351 |
Point72 (DIFC) Ltd |
350 |
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
350 |
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
350 |
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
349 |
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
349 |
ClariVest Asset Management LLC |
349 |
Nomura Asset Management Co Ltd |
349 |
Vanguard World Fund |
349 |
United Services Automobile Association |
348 |
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
348 |
Quantitative Systematic Strategies LLC |
348 |
First Republic Investment Management, Inc. |
347 |
Hbk Investments L P |
346 |
Assetmark, Inc |
345 |
NumerixS Investment Technologies Inc |
345 |
Alberta Investment Management Corp |
345 |
Larson Financial Group LLC |
345 |
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV |
345 |
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
345 |
Sectoral Asset Management Inc |
344 |
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
344 |
HighVista Strategies LLC |
344 |
Stratos Wealth Partners, LTD. |
343 |
Quantamental Technologies LLC |
343 |
Tocqueville Asset Management L.p. |
342 |
Point72 Middle East FZE |
342 |
QS Investors, LLC |
342 |
BlackRock Japan Co. Ltd |
342 |
Rock Springs Capital Management LP |
341 |
Brevan Howard Capital Management LP |
341 |
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
341 |
John Hancock Funds II - Health Sciences Fund Class NAV |
340 |
PEAK6 Investments LLC |
339 |
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB |
339 |
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
339 |
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
338 |
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
337 |
Bailard, Inc. |
336 |
FORA Capital, LLC |
336 |
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
336 |
FLDFX - Meeder Funds - BALANCED FUND Retail Class |
336 |
AdvisorNet Financial, Inc |
335 |
EcoR1 Capital, LLC |
335 |
Amundi |
334 |
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
334 |
M&t Bank Corp |
334 |
Capital Performance Advisors Llp |
334 |
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
334 |
Tekla Capital Management LLC |
333 |
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
333 |
Zacks Investment Management |
333 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
333 |
Advanced Series Trust - Ast Small-cap Growth Portfolio |
333 |
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
332 |
BBC - ETFis Series Trust I - Virtus LifeSci Biotech Clinical Trials ETF |
332 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
332 |
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
332 |
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
332 |
Skandinaviska Enskilda Banken AB (publ) |
332 |
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
331 |
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
330 |
Belpointe Asset Management LLC |
330 |
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
330 |
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
330 |
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
329 |
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
329 |
Handelsbanken Fonder AB |
329 |
Numeric Investors Llc |
329 |
Amundi Pioneer Asset Management Inc |
329 |
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
329 |
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
328 |
SG3 Management, LLC |
328 |
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
328 |
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
328 |
Capital Advisors, Ltd. LLC |
328 |
SBIO - ALPS ETF Trust - ALPS Medical Breakthroughs ETF |
328 |
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
328 |
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
327 |
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
327 |
DAFNA Capital Management LLC |
327 |
Airain ltd |
327 |
Cibc World Markets Corp |
327 |
Cvi Holdings, Llc |
326 |
Great Point Partners Llc |
325 |
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
325 |
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
325 |
RSSL - Global X Funds - Global X Russell 2000 ETF |
324 |
Weiss Strategic Interval Fund |
324 |
Cerity Partners LLC |
324 |
ADAR1 Capital Management, LLC |
323 |
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
323 |
Calamos Advisors LLC |
322 |
Weiss Asset Management LP |
321 |
Skopos Labs, Inc. |
321 |
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
321 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
320 |
JustInvest LLC |
320 |
Ronald Blue Trust, Inc. |
319 |
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
319 |
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
319 |
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
319 |
Eaton Vance Management |
319 |
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
318 |
Old Mission Capital Llc |
317 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
317 |
Spot Trading L.L.C |
317 |
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
315 |
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
315 |
Mirabella Financial Services Llp |
315 |
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
315 |
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
314 |
Vantagepoint Funds |
314 |
Element Capital Management Llc |
314 |
State of New Jersey Common Pension Fund D |
313 |
683 Capital Management, LLC |
313 |
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
312 |
Altium Capital Management LP |
312 |
MUFG Americas Holdings Corp |
312 |
Catalyst Funds Management Pty Ltd |
312 |
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
312 |
Proficio Capital Partners LLC |
311 |
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
311 |
Royce & Associates Lp |
311 |
Sio Capital Management, LLC |
310 |
PEAK6 Investments, L.P. |
310 |
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
309 |
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
309 |
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
308 |
TD Waterhouse Canada Inc. |
307 |
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
307 |
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
307 |
Stevens Capital Management Lp |
306 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
306 |
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
305 |
Seven Eight Capital, Lp |
305 |
Blueshift Asset Management, LLC |
305 |
Pinz Capital Management, LP |
305 |
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
305 |
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
304 |
BNP Paribas Asset Management Holding S.A. |
303 |
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
303 |
Opaleye Management Inc. |
302 |
DRW Securities, LLC |
302 |
Visium Asset Management, LP |
302 |
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
302 |
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
302 |
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
301 |
Tang Capital Management Llc |
301 |
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
300 |
Nicholas Investment Partners, LP |
300 |
CoreCap Advisors, LLC |
300 |
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
299 |
NSGRX - Northern Funds - Northern Small Cap Core Fund |
299 |
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
299 |
Exchange Traded Concepts, Llc |
299 |
Picton Mahoney Asset Management |
298 |
Prospera Financial Services Inc |
298 |
Anson Funds Management LP |
298 |
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
298 |
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
297 |
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
297 |
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares |
297 |
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
297 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
297 |
Catalyst Capital Advisors LLC |
297 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
297 |
Emerald Acquisition Ltd. |
297 |
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
296 |
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) |
296 |
Financial Architects, Inc |
296 |
Caxton Associates Lp |
296 |
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
296 |
Hillsdale Investment Management Inc. |
295 |
Vontobel Holding Ltd. |
295 |
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
294 |
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
293 |
Tekla Life Sciences Investors |
293 |
Vident Investment Advisory, LLC |
293 |
Sofos Investments, Inc. |
293 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
293 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
293 |
Pictet Asset Management Sa |
293 |
Berman Capital Advisors, LLC |
292 |
Bogle Investment Management L P /de/ |
292 |
Massachusetts Financial Services Co /ma/ |
292 |
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
292 |
Cowen Group, Inc. |
291 |
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
290 |
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
290 |
Erste Asset Management GmbH |
289 |
Cetera Investment Advisers |
289 |
Loomis Sayles & Co L P |
289 |
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
289 |
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
289 |
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
288 |
XBI - SPDR SERIES TRUST - SPDR(R) S&P(R) Biotech ETF |
288 |
Corton Capital Inc. |
288 |
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
288 |
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
287 |
Wealthspire Advisors, L.P. |
287 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
287 |
Shell Asset Management Co |
287 |
Benjamin F. Edwards & Company, Inc. |
286 |
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
286 |
Brown Brothers Harriman & Co |
286 |
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
286 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
286 |
Essex Investment Management Co Llc |
286 |
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
286 |
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
286 |
First Mercantile Trust Co |
285 |
Sculptor Capital LP |
285 |
LABU - Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bull 3X Shares Direxion Daily S&P Biotech Bull 3X Shares |
285 |
Private Capital Group, LLC |
284 |
Smartleaf Asset Management LLC |
283 |
EntryPoint Capital, LLC |
283 |
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
282 |
Compagnie Lombard Odier SCmA |
282 |
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
282 |
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
281 |
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
281 |
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
281 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
280 |
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
280 |
Howe & Rusling Inc |
280 |
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
280 |
International Assets Investment Management, Llc |
279 |
E Fund Management Co., Ltd. |
279 |
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
279 |
Newbridge Financial Services Group, Inc. |
279 |
Affinity Asset Advisors, LLC |
279 |
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
278 |
Gts Securities Llc |
278 |
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
278 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
278 |
Cornerstone Capital Management Holdings Llc. |
277 |
Twinbeech Capital Lp |
277 |
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
277 |
RBB FUND, INC. - Adara Smaller Companies Fund |
277 |
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
277 |
Avidity Partners Management LP |
276 |
FIL Ltd |
276 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
276 |
Brewin Dolphin Ltd |
276 |
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
275 |
FNY Managed Accounts LLC |
275 |
Profunds - Profund Vp Oil & Gas |
275 |
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
274 |
Quadrature Capital Ltd |
274 |
Wexford Capital Lp |
274 |
Eventide Asset Management, Llc |
274 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
274 |
Mutual Of America Capital Management Llc |
274 |
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
273 |
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
273 |
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
273 |
Mackay Shields Llc |
273 |
IEIH - iShares U.S. ETF Trust - iShares Evolved U.S. Innovative Healthcare ETF |
273 |
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
272 |
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
272 |
Principal Securities, Inc. |
272 |
Pathstone Family Office, Llc |
271 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
271 |
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
270 |
Silverarc Capital Management, Llc |
270 |
NOBOX - Northern Funds - Northern Bond Index Fund |
270 |
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
270 |
Sawtooth Solutions, LLC |
270 |
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
269 |
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
269 |
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
269 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
268 |
CENTRAL TRUST Co |
268 |
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
268 |
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
268 |
Klp Kapitalforvaltning As |
268 |
Cresset Asset Management, LLC |
267 |
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
267 |
Orion Portfolio Solutions, LLC |
267 |
Oppenheimer Funds Inc |
267 |
Virtus Investment Advisers, Inc. |
267 |
Logos Global Management LP |
266 |
Quest Partners LLC |
266 |
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
266 |
Private Trust Co Na |
266 |
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
266 |
Diametric Capital, LP |
266 |
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
265 |
Managed Account Advisors Llc |
265 |
State of Tennessee, Treasury Department |
265 |
Bell Investment Advisors, Inc |
265 |
Pictet Asset Management Holding SA |
264 |
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
264 |
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
264 |
Globeflex Capital L P |
264 |
PWS - Pacer Funds Trust - Pacer WealthShield ETF |
264 |
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
264 |
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
263 |
Gamco Investors, Inc. Et Al |
263 |
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
263 |
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
263 |
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
262 |
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
262 |
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
262 |
GAM Holding AG |
261 |
Brown Advisory Inc |
261 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
260 |
Assured Investment Management LLC |
260 |
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
260 |
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
259 |
Nine Chapters Capital Management LLC |
259 |
Mercer Global Advisors Inc /adv |
259 |
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
259 |
IBBJ - ETF Series Solutions - Defiance Nasdaq Junior Biotechnology ETF |
259 |
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
259 |
Eversept Partners, LP |
259 |
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
259 |
Gradient Investments LLC |
258 |
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
258 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
258 |
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
258 |
Patriot Financial Group Insurance Agency, LLC |
257 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
257 |
Dorsey Wright & Associates |
257 |
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
256 |
PFM Health Sciences, LP |
256 |
Quantitative Investment Management, LLC |
256 |
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
256 |
Clearbridge Investments, LLC |
255 |
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
255 |
Bridgefront Capital, LLC |
255 |
Wealth Enhancement Advisory Services, Llc |
255 |
Ieq Capital, Llc |
255 |
Quarry LP |
255 |
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
255 |
Jain Global LLC |
255 |
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
254 |
Eagle Asset Management Inc |
254 |
Aviva Plc |
254 |
Jane Street Holding, LLC |
253 |
Plante Moran Financial Advisors, LLC |
253 |
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
253 |
GABELLI & Co INVESTMENT ADVISERS, INC. |
253 |
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
253 |
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
252 |
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
252 |
Jfs Wealth Advisors, Llc |
252 |
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
252 |
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
251 |
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
251 |
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
251 |
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
251 |
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
251 |
Asset Management One Co., Ltd. |
250 |
Kestra Advisory Services, LLC |
250 |
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
250 |
R Squared Ltd |
250 |
Tekla Healthcare Investors |
250 |
Whittier Trust Co |
250 |
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
250 |
Soleus Capital Management, L.P. |
250 |
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
250 |
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
250 |
Advisors Asset Management, Inc. |
249 |
Rydex Etf Trust |
249 |
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
249 |
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
249 |
Cable Hill Partners, LLC |
248 |
Davidson Kempner Capital Management Lp |
248 |
Baird Financial Group, Inc. |
248 |
Gf Fund Management Co. Ltd. |
248 |
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
247 |
Claymore Exchange-traded Fund Trust |
247 |
Boston Private Wealth Llc |
246 |
Smith Asset Management Group Lp |
246 |
ArrowMark Colorado Holdings LLC |
246 |
Sofinnova Investments, Inc. |
246 |
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
246 |
Worth Venture Partners, LLC |
246 |
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
245 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
245 |
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
245 |
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
244 |
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
244 |
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
244 |
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
244 |
Headlands Technologies LLC |
244 |
Manchester Capital Management LLC |
244 |
AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
243 |
Redmile Group, LLC |
242 |
Focused Wealth Management, Inc |
242 |
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
242 |
Fisher Asset Management, LLC |
242 |
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc. |
242 |
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
242 |
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
242 |
Sherbrooke Park Advisers Llc |
242 |
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
241 |
Reilly Financial Advisors, Llc |
241 |
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
241 |
Bellevue Group AG |
241 |
CIBC Asset Management Inc |
241 |
Commonwealth Equity Services, Inc |
241 |
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio |
241 |
Edmond De Rothschild Holding S.a. |
240 |
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
239 |
Gilder Gagnon Howe & Co Llc |
239 |
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
239 |
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
239 |
CIBC World Markets Inc. |
239 |
Atria Investments Llc |
239 |
Public Sector Pension Investment Board |
239 |
Truvestments Capital Llc |
238 |
EAM Global Investors LLC |
238 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
238 |
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
238 |
Flagship Harbor Advisors, Llc |
238 |
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
238 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
238 |
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
238 |
Soros Fund Management Llc |
238 |
Etf Managers Group, Llc |
238 |
SAC Capital Advisors LP |
237 |
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
237 |
Crestline Management, LP |
237 |
MASTER BOND LLC - Master Total Return Portfolio |
237 |
Seacrest Wealth Management, Llc |
237 |
BlackRock Health Sciences Trust II |
236 |
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
236 |
CI Private Wealth, LLC |
236 |
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
236 |
IndexIQ Advisors LLC |
235 |
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
235 |
Glazer Capital, Llc |
235 |
Sonora Investment Management, LLC |
235 |
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
235 |
Evoke Wealth, Llc |
235 |
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
235 |
Mml Investors Services, Llc |
234 |
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
234 |
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
234 |
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
234 |
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
234 |
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
234 |
Deere & Co |
233 |
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
233 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
233 |
UBIO - PROSHARES TRUST - ProShares UltraPro Nasdaq Biotechnology |
233 |
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
233 |
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
233 |
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
232 |
Rtw Investments, Lp |
232 |
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
232 |
Suntrust Banks Inc |
231 |
Summit Trail Advisors, Llc |
231 |
Brinker Capital Investments, LLC |
231 |
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
231 |
Blackrock Health Sciences Trust |
231 |
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
230 |
PTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Healthcare Momentum ETF |
230 |
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
230 |
Money Concepts Capital Corp |
230 |
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
229 |
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
229 |
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
229 |
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
229 |
New York Life Investment Management Llc |
229 |
Winslow, Evans & Crocker, Inc. |
229 |
Wipfli Financial Advisors Llc, |
229 |
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
229 |
Snowden Capital Advisors LLC |
229 |
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
228 |
Tibra Equities Europe Ltd |
228 |
IHT Wealth Management, LLC |
228 |
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
228 |
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
227 |
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
227 |
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
227 |
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
227 |
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
227 |
Oppenheimer Asset Management Inc. |
227 |
Sandy Spring Bank |
227 |
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
227 |
FNY Partners Fund LP |
226 |
DLD Asset Management, LP |
226 |
North Star Investment Management Corp. |
226 |
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
226 |
Six Circles Trust - Six Circles Global Bond Fund |
226 |
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
226 |
C M Bidwell & Associates Ltd |
226 |
Endurant Capital Management LP |
226 |
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
225 |
Nantahala Capital Management, LLC |
225 |
Athanor Capital, Lp |
225 |
AMP Capital Investors Ltd |
225 |
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
225 |
Ci Investments Inc. |
224 |
Ameritas Investment Corp |
224 |
Cornercap Investment Counsel Inc |
224 |
Wealthcare Advisory Partners LLC |
224 |
Umb Bank N A/mo |
224 |
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
224 |
Kingdon Capital Management, L.l.c. |
224 |
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
224 |
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
223 |
United Capital Financial Advisers, Llc |
223 |
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
223 |
Standard Life Aberdeen plc |
223 |
Aster Capital Management (DIFC) Ltd |
223 |
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
223 |
Keybank National Association/oh |
222 |
Shay Capital LLC |
222 |
Van Eck Associates Corp |
222 |
Alambic Investment Management, L.P. |
221 |
Weld Capital Management Llc |
221 |
Alphacrest Capital Management Llc |
221 |
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
221 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
221 |
Banque Cantonale Vaudoise |
221 |
Diversified Trust Co |
221 |
Pentwater Capital Management LP |
221 |
AE Wealth Management LLC |
221 |
Sigma Planning Corp |
220 |
Toroso Investments, LLC |
220 |
Rehmann Capital Advisory Group |
220 |
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
220 |
Carroll Financial Associates, Inc. |
220 |
Polar Capital LLP |
220 |
Creative Financial Designs Inc /adv |
219 |
Cinctive Capital Management LP |
219 |
Natixis Advisors, L.p. |
219 |
First Quadrant L P/ca |
218 |
BlackRock ETF Trust - BlackRock Future Health ETF |
218 |
Fortitude Family Office, LLC |
218 |
FinTrust Capital Advisors, LLC |
218 |
SECOR Capital Advisors, LP |
217 |
Regions Financial Corp |
217 |
Itau Unibanco Holding S.A. |
217 |
Hartford Mutual Funds Inc/ct |
217 |
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
217 |
Centaurus Financial, Inc. |
217 |
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
216 |
Nebula Research & Development LLC |
216 |
Enterprise Financial Services Corp |
216 |
AlphaCentric Advisors LLC |
216 |
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
216 |
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
216 |
Eqis Capital Management, Inc. |
216 |
Nordea Investment Management Ab |
215 |
Lombard Odier Asset Management (USA) Corp |
215 |
FBTAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Biotechnology Fund Class A |
215 |
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
215 |
New York State Teachers Retirement System |
215 |
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
215 |
First Hawaiian Bank |
215 |
Cornerstone Planning Group LLC |
215 |
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
215 |
Gemmer Asset Management LLC |
214 |
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
214 |
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
214 |
Highland Capital Management Lp |
214 |
Jnl Variable Fund Llc - Jnl/mellon Healthcare Sector Fund (a) |
214 |
Palisade Capital Management Llc/nj |
213 |
Boxer Capital, LLC |
213 |
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
213 |
Yakira Capital Management, Inc. |
213 |
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
213 |
Emerald Advisers, Llc |
213 |
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
213 |
Telemetry Investments, L.L.C. |
212 |
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
212 |
Synovus Financial Corp |
212 |
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
211 |
Turner Investments, L.p. |
211 |
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
211 |
Bvf Inc/il |
211 |
Quantinno Capital Management LP |
211 |
Stephens Consulting, LLC |
211 |
Xponance, Inc. |
211 |
VCHSX - VALIC Co I - Health Sciences Fund |
211 |
Commerzbank Aktiengesellschaft /fi |
210 |
Tradewinds Capital Management, LLC |
210 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
210 |
Hantz Financial Services, Inc. |
210 |
Holocene Advisors, LP |
210 |
Chicago Equity Partners Llc |
210 |
Hanseatic Management Services Inc |
210 |
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
210 |
Sunbelt Securities, Inc. |
210 |
Avoro Capital Advisors LLC |
209 |
Oregon Public Employees Retirement Fund |
209 |
Pinnacle Wealth Planning Services, Inc. |
209 |
Whitebox Advisors Llc |
209 |
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C |
209 |
Axq Capital, Lp |
208 |
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
208 |
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
208 |
Parkman Healthcare Partners LLC |
208 |
Farmers & Merchants Investments Inc |
208 |
Capital World Investors |
208 |
Paradigm Asset Management Co Llc |
208 |
Cetera Advisors LLC |
208 |
Clear Street Llc |
208 |
Ardsley Advisory Partners Lp |
207 |
Employees Retirement System of Texas |
206 |
Resources Investment Advisors, LLC. |
206 |
NewSquare Capital LLC |
206 |
UMA Financial Services, Inc. |
206 |
K2 Principal Fund, L.p. |
206 |
Venturi Wealth Management, LLC |
206 |
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
206 |
WFG Advisors, LP |
205 |
PointState Capital LP |
205 |
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
205 |
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
205 |
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
205 |
Advisory Research Inc |
205 |
Cantor Fitzgerald, L. P. |
204 |
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
204 |
StoneX Group Inc. |
204 |
Ascend Capital, Llc |
204 |
RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A |
203 |
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
203 |
Ing Groep Nv |
202 |
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
202 |
EverPoint Asset Management, LLC |
202 |
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
202 |
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
202 |
Moors & Cabot, Inc. |
202 |
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
202 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
201 |
Pearl River Capital, LLC |
201 |
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
201 |
Avion Wealth |
201 |
Tarbox Family Office, Inc. |
201 |
Integral Health Asset Management, LLC |
201 |
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
201 |
Leap Investments Lp |
201 |
PineBridge Investments, L.P. |
201 |
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
201 |
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
200 |
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
200 |
Bokf, Na |
200 |
Profunds - Profund Vp Biotechnology |
200 |
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
200 |
Harbor Investment Advisory, Llc |
199 |
Jacobi Capital Management LLC |
199 |
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
199 |
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
199 |
Twin Tree Management, LP |
199 |
Bank Of Nova Scotia |
199 |
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
199 |
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
199 |
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
199 |
Hennion & Walsh Asset Management, Inc. |
198 |
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
198 |
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
198 |
Exane Derivatives |
198 |
Blackstone Group Inc |
198 |
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
198 |
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
198 |
Savant Capital, LLC |
198 |
Brandywine Global Investment Management, LLC |
197 |
Castleark Management Llc |
197 |
BIPIX - Profunds - Biotechnology Ultrasector Profund Investor Class |
197 |
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
196 |
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
196 |
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. |
196 |
Chartwell Investment Partners, Llc |
196 |
Columbus Circle Investors |
196 |
Altshuler Shaham Ltd |
196 |
Rhenman & Partners Asset Management AB |
196 |
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
195 |
Meadow Creek Investment Management LLC |
195 |
Salem Investment Counselors Inc |
195 |
CWM Advisors, LLC |
195 |
HealthCor Management, L.P. |
195 |
VCSMX - VALIC Co I - Small Cap Fund |
195 |
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
195 |
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
195 |
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
195 |
Universal- Beteiligungs- und Servicegesellschaft mbH |
195 |
SJS Investment Consulting Inc. |
194 |
Rise Advisors, LLC |
194 |
Water Island Capital Llc |
194 |
Bluefin Trading, LLC |
194 |
Mason Street Advisors, Llc |
194 |
Glen Harbor Capital Management LLC |
193 |
Scientech Research LLC |
193 |
Atika Capital Management LLC |
193 |
FDx Advisors, Inc. |
193 |
Janus Capital Management Llc |
192 |
Optiver Holding B.V. |
192 |
Maverick Capital Ltd |
192 |
Concord Wealth Partners |
192 |
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
192 |
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
192 |
Edge Wealth Management LLC |
191 |
Crossmark Global Holdings, Inc. |
191 |
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
191 |
Meridian Wealth Partners, LLC |
191 |
Parametrica Management Ltd |
191 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
191 |
Nbc Securities, Inc. |
191 |
Advent Capital Management /de/ |
191 |
FineMark National Bank & Trust |
191 |
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
191 |
Krilogy Financial LLC |
190 |
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
190 |
Granite Point Capital Management, L.P. |
190 |
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
190 |
Activest Wealth Management |
190 |
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
190 |
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
190 |
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
189 |
1832 Asset Management L.P. |
189 |
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
189 |
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
189 |
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
189 |
Westfield Capital Management Co Lp |
189 |
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
189 |
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
189 |
nVerses Capital, LLC |
189 |
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
189 |
Xact Kapitalforvaltning AB |
189 |
Hutchin Hill Capital, LP |
189 |
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
189 |
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
188 |
Crewe Advisors LLC |
188 |
Institutional & Family Asset Management, Llc |
188 |
Elkfork Partners LLC |
188 |
Bank Julius Baer & Co. Ltd, Zurich |
188 |
State of Alaska, Department of Revenue |
188 |
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
188 |
International Biotechnology Trust Plc |
187 |
Hancock Whitney Corp |
187 |
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
187 |
Toth Financial Advisory Corp |
187 |
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
187 |
Suvretta Capital Management, Llc |
187 |
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
187 |
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
187 |
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
187 |
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
186 |
Chicago Partners Investment Group LLC |
186 |
Linden Advisors Lp |
186 |
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
186 |
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
186 |
Golden State Wealth Management, LLC |
186 |
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional |
186 |
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A |
185 |
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
185 |
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
185 |
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
185 |
Kepos Capital LP |
185 |
Princeton Alpha Management LP |
185 |
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
185 |
We Are One Seven, LLC |
185 |
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
185 |
Riverhead Capital Management Llc |
185 |
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T |
185 |
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
185 |
Vestcor Inc |
185 |
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
184 |
Optimum Investment Advisors |
184 |
Cadence Capital Management Llc |
184 |
MYDA Advisors LLC |
184 |
Texas Permanent School Fund |
184 |
Avantax Planning Partners, Inc. |
184 |
Grantham, Mayo, Van Otterloo & Co. LLC |
184 |
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
184 |
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
184 |
Broadfin Capital, LLC |
184 |
Robeco Institutional Asset Management B.V. |
184 |
JNBA Financial Advisors |
184 |
Koshinski Asset Management, Inc. |
184 |
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
183 |
GIMFX - GMO TRUST - GMO Implementation Fund |
183 |
Great Lakes Advisors, Llc |
183 |
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
183 |
Mount Yale Investment Advisors, LLC |
183 |
Harel Insurance Investments & Financial Services Ltd. |
183 |
Louisiana State Employees Retirement System |
183 |
Teza Capital Management LLC |
183 |
Carlson Capital L P |
183 |
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
182 |
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
182 |
Mangrove Partners |
182 |
Pathstone Holdings, LLC |
182 |
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
182 |
Capstone Asset Management Co |
182 |
Wunderlich Securities, Inc. |
182 |
Polar Capital Holdings Plc |
182 |
Segall Bryant & Hamill, Llc |
182 |
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
181 |
Gyon Technologies Capital Management, LP |
181 |
Pinnacle Associates Ltd |
181 |
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
181 |
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
181 |
Fieldpoint Private Securities, LLC |
181 |
Susquehanna Portfolio Strategies, LLC |
181 |
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A |
181 |
Fiera Capital Corp |
181 |
Baker Avenue Asset Management, LP |
180 |
Context Capital Management, LLC |
180 |
Deep Track Capital, LP |
180 |
PACIFIC SELECT FUND - Health Sciences Portfolio Class I |
180 |
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
180 |
Ajo, Lp |
180 |
Nexthera Capital Lp |
180 |
Iguana Healthcare Management, LLC |
180 |
LS Investment Advisors, LLC |
180 |
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
180 |
Trust Co Of Vermont |
180 |
Asset Dedication, LLC |
179 |
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
179 |
Shepherd Kaplan Krochuk, Llc |
179 |
Ontario Teachers Pension Plan Board |
179 |
Vanguard Explorer Fund |
179 |
Private Wealth Management Group, LLC |
179 |
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
179 |
Stonepine Capital Management, LLC |
179 |
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
179 |
Macroview Investment Management Llc |
179 |
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
179 |
Emerald Mutual Fund Advisers Trust |
178 |
Independent Advisor Alliance |
178 |
BDO Wealth Advisors, LLC |
178 |
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
178 |
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
178 |
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
178 |
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
178 |
Riggs Asset Managment Co. Inc. |
178 |
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
177 |
Cornerstone Advisors, Inc. |
177 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
177 |
Bogart Wealth, LLC |
177 |
Flynn James E |
177 |
BRYN MAWR TRUST Co |
177 |
Advantage Investment Management, Llc |
177 |
Valley National Advisers Inc |
177 |
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
177 |
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
177 |
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
176 |
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
176 |
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
176 |
Cullen/frost Bankers, Inc. |
176 |
Stephens Inc /ar/ |
176 |
Blackrock Master Llc |
176 |
Ameritas Advisory Services, LLC |
176 |
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
175 |
Sumitomo Mitsui Trust Holdings, Inc. |
175 |
ETRADE Capital Management LLC |
174 |
Brookfield Asset Management Inc. |
174 |
Empowered Funds, LLC |
174 |
Oppenheimer Etf Trust |
174 |
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
174 |
Prestige Wealth Management Group LLC |
174 |
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
174 |
Aristides Capital LLC |
174 |
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
174 |
Lighthouse Investment Partners, LLC |
174 |
GLG Partners LP |
173 |
Legato Capital Management LLC |
173 |
Karp Capital Management Corp |
173 |
First New York Securities Llc /ny |
173 |
Td Private Client Wealth Llc |
173 |
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
173 |
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
173 |
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
173 |
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
173 |
Financial Advocates Investment Management |
173 |
Segantii Capital Management Ltd |
173 |
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
173 |
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
173 |
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
172 |
Readystate Asset Management Lp |
172 |
Moody National Bank Trust Division |
172 |
Mather Group, Llc. |
172 |
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
172 |
Hm Payson & Co |
172 |
Tri Locum Partners LP |
172 |
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
172 |
First Allied Advisory Services, Inc. |
172 |
HighMark Wealth Management LLC |
172 |
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
172 |
AlphaMark Advisors, LLC |
172 |
Fosun International Ltd |
171 |
Entropy Technologies, LP |
171 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
171 |
DnB Asset Management AS |
171 |
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
171 |
Duality Advisers, Lp |
171 |
Commonwealth Bank Of Australia |
171 |
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
171 |
Versor Investments LP |
171 |
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
171 |
Freestone Capital Holdings, LLC |
171 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
171 |
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
171 |
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N |
170 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
170 |
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
170 |
Wilbanks Smith & Thomas Asset Management Llc |
170 |
Commerce Bank |
170 |
Harbor Capital Advisors, Inc. |
170 |
Avantax Advisory Services, Inc. |
170 |
Thompson Siegel & Walmsley Llc |
170 |
Evercore Wealth Management, LLC |
170 |
Pnc Funds |
169 |
Whittier Trust Co Of Nevada Inc |
169 |
Mizuho Securities Usa Llc |
169 |
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
169 |
Rotella Capital Management, Inc. |
169 |
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
168 |
Sargent Bickham Lagudis LLC |
168 |
National Planning Corp |
168 |
Prosight Management, LP |
168 |
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
168 |
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
168 |
Artisan Partners Limited Partnership |
168 |
High Net Worth Advisory Group LLC |
168 |
Absolute Return Capital, LLC |
168 |
Vivo Capital, LLC |
168 |
Integrated Wealth Concepts LLC |
167 |
Migdal Insurance & Financial Holdings Ltd. |
167 |
Hussman Strategic Advisors, Inc. |
167 |
Yousif Capital Management, Llc |
167 |
VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
167 |
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
167 |
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
167 |
Colony Group Llc |
167 |
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
167 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
167 |
AHL Partners LLP |
167 |
Capula Management Ltd |
167 |
Ssi Investment Management Llc |
167 |
Steward Financial Group LLC |
166 |
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
166 |
Smithfield Trust Co |
166 |
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF |
166 |
Municipal Employees' Retirement System of Michigan |
166 |
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
166 |
Arkadios Wealth Advisors |
166 |
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
166 |
DAVENPORT & Co LLC |
166 |
SOUTH STATE Corp |
166 |
Jump Trading, LLC |
166 |
Financial Gravity Companies, Inc. |
166 |
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
166 |
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
166 |
Fuller & Thaler Asset Management, Inc. |
165 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
165 |
Veritable, L.P. |
165 |
Coppell Advisory Solutions LLC |
165 |
Mycio Wealth Partners, Llc |
165 |
Citizens Financial Group Inc/ri |
165 |
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
165 |
Maryland State Retirement & Pension System |
165 |
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
165 |
Tiverton Asset Management Llc |
165 |
Baystate Wealth Management LLC |
164 |
Denali Advisors Llc |
164 |
Convergence Investment Partners, LLC |
164 |
Harvest Management Llc |
164 |
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
164 |
First Personal Financial Services |
163 |
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
163 |
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
163 |
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
163 |
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
163 |
Tcwp Llc |
163 |
Westwood Holdings Group Inc |
163 |
Jupiter Asset Management Ltd |
163 |
Ionic Capital Management LLC |
162 |
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A |
162 |
Sutton Wealth Advisors Inc. |
162 |
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
162 |
Bartlett & Co. LLC |
162 |
Integral Derivatives, LLC |
162 |
Northern Trust Co Of Connecticut |
162 |
Perigon Wealth Management, LLC |
162 |
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia |
162 |
Hexagon Capital Partners LLC |
162 |
TENOR CAPITAL MANAGEMENT Co., L.P. |
162 |
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
162 |
World Asset Management Inc |
161 |
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
161 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
161 |
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
161 |
ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
161 |
Moody Aldrich Partners Llc |
161 |
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
161 |
Sound Income Strategies, LLC |
161 |
Highlander Capital Management, LLC |
161 |
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
161 |
Tortoise Investment Management, LLC |
161 |
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 |
161 |
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
160 |
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
160 |
Waddell & Reed Financial Inc |
160 |
Granahan Investment Management Inc/ma |
160 |
Clear Harbor Asset Management, LLC |
160 |
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
160 |
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
160 |
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
160 |
Johnson Financial Group, Inc. |
159 |
Quent Capital, LLC |
159 |
Symphony Asset Management Llc |
159 |
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
159 |
Boston Partners |
159 |
Advanced Series Trust - Ast Small-cap Value Portfolio |
159 |
Octagon Capital Advisors LP |
158 |
San Francisco Sentry Investment Group (ca) |
158 |
Atria Wealth Solutions, Inc. |
158 |
Total Clarity Wealth Management, Inc. |
158 |
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
158 |
Trustcore Financial Services, Llc |
158 |
WealthPLAN Partners, LLC |
158 |
Continuum Advisory, LLC |
158 |
Kore Private Wealth LLC |
158 |
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
158 |
Banque Pictet & Cie Sa |
158 |
Lido Advisors, LLC |
158 |
Stanley-Laman Group, Ltd. |
158 |
Innealta Capital, Llc |
158 |
Signet Financial Management, Llc |
158 |
First Light Asset Management, LLC |
157 |
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
157 |
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
157 |
Aristeia Capital Llc |
157 |
Pine River Capital Management L.P. |
157 |
Lsv Asset Management |
157 |
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
157 |
Arrowgrass Capital Partners (us) Lp |
157 |
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
157 |
Twin Peaks Wealth Advisors, LLC |
157 |
Vident Advisory, LLC |
157 |
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
156 |
Sequoia Financial Advisors, LLC |
156 |
Edgestream Partners, L.P. |
156 |
Knight Capital Group, Inc. |
156 |
First Eagle Investment Management, LLC |
156 |
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
156 |
Tucker Asset Management Llc |
156 |
Bartlett & Co. Wealth Management Llc |
156 |
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
156 |
Stoneridge Investment Partners Llc |
156 |
T. Rowe Price Investment Management, Inc. |
155 |
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
155 |
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
155 |
Capital Analysts, Inc. |
155 |
Sanctuary Wealth Advisors, LLC |
155 |
Levin Capital Strategies, L.p. |
155 |
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
155 |
Utah Retirement Systems |
155 |
ETAHX - MUTUAL FUND SERIES TRUST - Eventide Healthcare & Life Sciences Fund Class A Shares |
155 |
Lenox Wealth Advisors, LLC |
155 |
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
155 |
Baader Bank INC |
155 |
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
155 |
Guardian Wealth Advisors, LLC |
155 |
FourThought Financial, LLC |
155 |
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
155 |
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund |
155 |
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
155 |
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A |
154 |
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class |
154 |
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
154 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
154 |
Westpac Banking Corp |
154 |
Systematic Financial Management Lp |
154 |
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
154 |
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
154 |
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund |
153 |
Kornitzer Capital Management Inc /ks |
153 |
Tsfg, Llc |
153 |
Cary Street Partner Investment Advisory Llc |
153 |
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
153 |
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
153 |
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
153 |
Consonance Capital Management LP |
153 |
Tyers Asset Management LLC |
153 |
Disciplined Investments, LLC |
152 |
Vanguard Horizon Funds |
152 |
TIG Advisors, LLC |
152 |
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
152 |
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio |
152 |
Illinois Municipal Retirement Fund |
152 |
Schubert & Co |
152 |
CAPROCK Group, Inc. |
152 |
BRACX - Blackrock Allocation Target Shares - Bats Series C |
152 |
Equitec Proprietary Markets, Llc |
152 |
Eagle Bay Advisors LLC |
151 |
Scotia Capital Inc. |
151 |
Westchester Capital Management, LLC |
151 |
Csenge Advisory Group |
151 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
151 |
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
151 |
GV Financial Advisors |
151 |
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
151 |
Shaolin Capital Management LLC |
151 |
Delpha Capital Management, Llc |
150 |
Coastal Investment Advisors, Inc. |
150 |
APG Asset Management N.V. |
150 |
Menta Capital Llc |
150 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I |
150 |
M&g Investment Management Ltd |
150 |
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
150 |
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
150 |
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
150 |
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A |
150 |
Colony Group, LLC |
149 |
Rational Advisors Llc |
149 |
Glen Eagle Advisors, LLC |
149 |
Advisor Resource Council |
149 |
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
149 |
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
149 |
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
149 |
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
149 |
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
149 |
Oppenheimer Global Multi Strategies Fund |
149 |
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
149 |
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
149 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
149 |
Everence Capital Management Inc |
148 |
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
148 |
Capital International Investors |
148 |
Bb&t Securities, Llc |
148 |
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
148 |
Advanced Series Trust - Ast Advanced Strategies Portfolio |
148 |
Mitsubishi UFJ Trust & Banking Corp |
148 |
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
148 |
Brookstone Capital Management |
148 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
148 |
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
148 |
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
148 |
Kayne Anderson Rudnick Investment Management Llc |
148 |
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
148 |
Investors Research Corp |
148 |
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
148 |
WASHINGTON TRUST Co |
147 |
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
147 |
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
147 |
Neo Ivy Capital Management |
147 |
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
147 |
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
147 |
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
147 |
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
147 |
Navellier & Associates Inc |
146 |
Summit Global Investments |
146 |
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
146 |
First Citizens Bank & Trust Co |
146 |
Kistler-Tiffany Companies, LLC |
146 |
MARSHALL WACE ASIA Ltd |
146 |
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
146 |
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
146 |
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio |
146 |
Periscope Capital Inc. |
146 |
Rice Hall James & Associates, Llc |
146 |
James Investment Research Inc |
145 |
Partner Investment Management, L.P. |
145 |
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio |
145 |
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
145 |
Quinn Opportunity Partners LLC |
145 |
JNL SERIES TRUST - JNL Bond Index Fund (I) |
145 |
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
145 |
GPS Wealth Strategies Group, LLC |
145 |
Sanctuary Advisors, LLC |
145 |
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
145 |
BNP Paribas Investment Partners S.A. |
145 |
VTL Associates, LLC |
145 |
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
145 |
Inceptionr Llc |
145 |
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
145 |
Sei Trust Co |
145 |
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
145 |
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
145 |
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N |
145 |
Front Row Advisors LLC |
145 |
NJ State Employees Deferred Compensation Plan |
145 |
Shelton Capital Management |
145 |
Biotechnology Value Fund L P |
144 |
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
144 |
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
144 |
Covington Capital Management |
144 |
Ethic Inc. |
144 |
RMB Capital Management, LLC |
144 |
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
144 |
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
144 |
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
144 |
Pitcairn Co |
144 |
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
144 |
Caisse De Depot Et Placement Du Quebec |
143 |
Alpha DNA Investment Management LLC |
143 |
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
143 |
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
143 |
FT Options LLC |
143 |
Parkwood LLC |
143 |
Vantage Consulting Group Inc |
143 |
Forum Funds |
143 |
Gabelli Equity Trust Inc |
143 |
Barings Llc |
143 |
Global X Management CO LLC |
143 |
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
143 |
South Dakota Investment Council |
143 |
Agf Investments Inc. |
143 |
Capital Investment Advisory Services, LLC |
143 |
HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
143 |
Hollencrest Capital Management |
143 |
Platinum Investment Management Ltd |
142 |
Integrated Wealth Management |
142 |
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
142 |
Mckinley Capital Management Llc /delaware |
142 |
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
142 |
Wolff Wiese Magana Llc |
142 |
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund |
142 |
Marathon Trading Investment Management LLC |
142 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
142 |
Exome Asset Management LLC |
142 |
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
142 |
Tekla World Healthcare Fund |
142 |
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
142 |
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
142 |
RBF Capital, LLC |
142 |
Rsm Us Wealth Management Llc |
141 |
Rubric Capital Management LP |
141 |
Moneta Group Investment Advisors Llc |
141 |
Boston Advisors Llc |
141 |
VCAAX - VALIC Co I - Asset Allocation Fund |
141 |
Birchview Capital, LP |
141 |
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class |
141 |
Warberg Asset Management LLC |
141 |
Ropes Wealth Advisors Llc |
141 |
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
141 |
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
141 |
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
141 |
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
141 |
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
141 |
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
141 |
QQQS - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Future Gen 200 ETF |
141 |
Asymmetry Capital Management, L.P. |
141 |
Granite Investment Partners, LLC |
141 |
Carolinas Wealth Consulting Llc |
140 |
Regal Investment Advisors LLC |
140 |
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
140 |
Denver Investment Advisors Llc |
140 |
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
140 |
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
140 |
TFC Financial Management |
140 |
State Of Michigan Retirement System |
140 |
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
140 |
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
140 |
Clinton Group Inc |
140 |
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A |
140 |
BerganKDV Wealth Management, LLC |
140 |
Financial Management Professionals, Inc. |
139 |
Baillie Gifford & Co |
139 |
Washington Trust Bank |
139 |
Banco Bilbao Vizcaya Argentaria, S.a. |
139 |
Kestra Private Wealth Services, Llc |
139 |
Bamco Inc /ny/ |
139 |
Opus Point Partners Management, LLC |
139 |
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
139 |
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A |
139 |
Irish Life Investment Managers Ltd. |
139 |
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
139 |
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
139 |
Kingsview Wealth Management, LLC |
138 |
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A |
138 |
Calton & Associates, Inc. |
138 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I |
138 |
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
138 |
Associated Banc-corp |
138 |
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A |
138 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
138 |
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
137 |
Tcw Group Inc |
137 |
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
137 |
Bridgewater Associates, LP |
137 |
Evolution Wealth Advisors, LLC |
137 |
Gdl Fund |
137 |
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
137 |
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
137 |
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
137 |
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
137 |
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A |
137 |
Townsquare Capital Llc |
137 |
GW&K Investment Management, LLC |
136 |
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
136 |
Silvercrest Asset Management Group Llc |
136 |
Tradition Wealth Management, LLC |
136 |
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
136 |
Mark Sheptoff Financial Planning, Llc |
136 |
Ingalls & Snyder Llc |
136 |
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares |
136 |
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
136 |
Lombard Odier Asset Management (Switzerland) SA |
136 |
DC Investments Management, LLC |
136 |
CVA Family Office, LLC |
136 |
Harvest Fund Management Co., Ltd |
136 |
StemPoint Capital LP |
136 |
Flinton Capital Management LLC |
136 |
Vantage Investment Advisors, LLC |
136 |
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
135 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
135 |
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
135 |
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
135 |
Checchi Capital Advisers, LLC |
135 |
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
135 |
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
135 |
ORG Partners LLC |
135 |
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
135 |
Ally Bridge Group (NY) LLC |
135 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
135 |
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
135 |
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
135 |
Calamos Global Dynamic Income Fund |
135 |
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
135 |
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
134 |
MCF Advisors LLC |
134 |
Societe Generale |
134 |
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
134 |
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
134 |
Endurance Wealth Management, Inc. |
134 |
Level Four Advisory Services, Llc |
134 |
Archer Investment Corp |
134 |
UniSuper Management Pty Ltd |
134 |
Lee Financial Co |
134 |
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
134 |
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class |
134 |
Beaird Harris Wealth Management, LLC |
134 |
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund |
134 |
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
134 |
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
133 |
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
133 |
Harvest Group Wealth Management, Llc |
133 |
Apollon Wealth Management, LLC |
133 |
STFBX - Advisers Investment Trust - State Farm Balanced Fund |
133 |
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
133 |
USA Financial Portformulas Corp |
133 |
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
133 |
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
133 |
Prudential Plc |
133 |
Gabelli Healthcare & Wellnessrx Trust |
133 |
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares |
132 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
132 |
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
132 |
Old National Bancorp /in/ |
132 |
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
132 |
Mint Tower Capital Management B.V. |
132 |
Prime Capital Investment Advisors, LLC |
132 |
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
132 |
HighPoint Advisor Group LLC |
132 |
Banque Transatlantique SA |
132 |
Rialto Wealth Management, LLC |
132 |
Simon Quick Advisors, Llc |
131 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
131 |
Jaffetilchin Investment Partners, LLC |
131 |
QCM Cayman, Ltd. |
131 |
Petrus Trust Company, LTA |
131 |
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
131 |
Hamilton Lane Advisors Llc |
131 |
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
131 |
Abound Wealth Management |
131 |
IMC-Chicago, LLC |
131 |
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
131 |
Hartford Investment Management Co |
131 |
Tompkins Financial Corp |
131 |
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class |
131 |
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
131 |
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A |
131 |
Frontier Capital Management Co Llc |
131 |
Jackson Creek Investment Advisors LLC |
131 |
AWM Investment Company, Inc. |
130 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
130 |
JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
130 |
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
130 |
Hudock, Inc. |
130 |
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
130 |
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund |
130 |
Zions Bancorporation, N.A. |
130 |
361 Capital Llc |
130 |
VVSCX - VALIC Co I - Small Cap Value Fund |
130 |
Independent Portfolio Consultants, Inc. |
130 |
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
130 |
Cim Investment Mangement Inc |
130 |
FundVantage Trust - Verplanck Balanced Fund |
130 |
QCVAX - Clearwater Investment Trust - Clearwater International Fund |
130 |
Analytic Investors, LLC |
130 |
Diadema Partners Lp |
130 |
Hemington Wealth Management |
129 |
Westside Investment Management, Inc. |
129 |
Sheaff Brock Investment Advisors, LLC |
129 |
Aspire Private Capital, LLC |
129 |
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
129 |
NEOS Investment Management LLC |
129 |
VR Adviser, LLC |
129 |
Baldwin Brothers Inc/ma |
129 |
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A |
129 |
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
129 |
Capital Research Global Investors |
129 |
Axiom Investment Management LLC |
129 |
Longfellow Investment Management Co Llc |
129 |
Regentatlantic Capital Llc |
129 |
Bollard Group LLC |
129 |
Vestal Point Capital, LP |
129 |
Samlyn Capital, Llc |
129 |
Viking Global Investors Lp |
129 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
128 |
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
128 |
Values First Advisors, Inc. |
128 |
Chevy Chase Trust Holdings, Inc. |
128 |
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
128 |
Tradeworx Inc. |
128 |
Earnest Partners Llc |
128 |
Cordant, Inc. |
128 |
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
128 |
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
128 |
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
128 |
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
128 |
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
128 |
Veriti Management LLC |
128 |
Wedge Capital Management L L P/nc |
127 |
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
127 |
EP Wealth Advisors, Inc. |
127 |
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
127 |
Cape Investment Advisory, Inc. |
127 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
127 |
Hartford Financial Management Inc. |
127 |
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
127 |
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
127 |
People's United Financial, Inc. |
127 |
Janney Capital Management LLC |
126 |
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
126 |
Geduld E E |
126 |
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
126 |
Eudaimonia Partners, LLC |
126 |
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
126 |
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
126 |
Old Mutual Global Investors (UK) Ltd. |
126 |
Bleakley Financial Group, LLC |
126 |
Johnson Investment Counsel Inc |
126 |
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
126 |
Delphia (USA) Inc. |
126 |
Qs Batterymarch Financial Management, Inc |
126 |
Alpine Associates Management Inc. |
126 |
Dana Investment Advisors, Inc. |
126 |
Braidwell Lp |
126 |
Bluefin Capital Management, Llc |
126 |
Basso Capital Management, L.p. |
126 |
Eaton Vance Ltd Duration Income Fund |
126 |
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
126 |
Sanders Morris Harris Llc |
126 |
tru Independence LLC |
126 |
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund |
126 |
BIT Capital GmbH |
126 |
BTG Pactual Global Asset Management Ltd |
125 |
Stone Ridge Asset Management LLC |
125 |
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
125 |
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A |
125 |
Clough Capital Partners L P |
125 |
Hartford Series Fund Inc |
125 |
Zebra Capital Management LLC |
125 |
Ghisallo Capital Management LLC |
125 |
J.w. Cole Advisors, Inc. |
125 |
Mv Capital Management, Inc. |
125 |
Timber Hill LLC |
125 |
DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A |
125 |
GeoWealth Management, LLC |
125 |
Oaktree Capital Management Lp |
125 |
Verus Capital Partners, Llc |
125 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
125 |
Zimmer Partners, LP |
125 |
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A |
125 |
FPHAX - FIDELITY SELECT PORTFOLIOS - Pharmaceuticals Portfolio |
124 |
Bourgeon Capital Management Llc |
124 |
GHP Investment Advisors, Inc. |
124 |
Ballentine Partners, LLC |
124 |
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
124 |
Wetherby Asset Management Inc |
124 |
Column Capital Advisors, LLC |
124 |
Bedel Financial Consulting, Inc. |
124 |
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
124 |
Global Financial Private Client, LLC |
124 |
ICA Group Wealth Management, LLC |
124 |
Camber Capital Management LP |
124 |
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
124 |
Palo Alto Investors LP |
124 |
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
124 |
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
124 |
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
124 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
124 |
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
124 |
Peak6 Llc |
124 |
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
123 |
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
123 |
CenterStar Asset Management, LLC |
123 |
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
123 |
Key FInancial Inc |
123 |
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
123 |
C WorldWide Group Holding A/S |
123 |
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
123 |
Highland Capital Management Fund Advisors, L.p. |
123 |
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
123 |
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
123 |
Tokio Marine Asset Management Co Ltd |
123 |
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
123 |
JJJ Advisors Inc. |
123 |
TRUE Private Wealth Advisors |
123 |
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
123 |
Merit Financial Group, LLC |
122 |
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
122 |
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
122 |
Advisors Preferred, LLC |
122 |
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
122 |
Rothschild Asset Management Inc |
122 |
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
122 |
Vigilant Capital Management, LLC |
122 |
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
122 |
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
122 |
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
122 |
Intellectus Partners, LLC |
122 |
AIEQ - ETF Managers Trust - AI Powered Equity ETF |
122 |
Joel Isaacson & Co., LLC |
122 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
121 |
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
121 |
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
121 |
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
121 |
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
121 |
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
121 |
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF |
121 |
Gupta Wealth Management LLC |
121 |
Cipher Capital LP |
121 |
Calvert Investment Management, Inc. |
121 |
Paces Ferry Wealth Advisors, Llc |
121 |
Old Mutual Customised Solutions (proprietary) Ltd |
121 |
First Midwest Bank Trust Division |
121 |
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
121 |
Advent Claymore Convertible Securities & Income Fund |
121 |
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
121 |
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
121 |
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
121 |
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
121 |
Oakworth Capital, Inc. |
121 |
Ausdal Financial Partners, Inc. |
121 |
Washington Trust Advisors, Inc. |
121 |
Raleigh Capital Management Inc. |
121 |
EBI - RBB Fund Trust - Longview Advantage ETF |
121 |
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
120 |
Evergreen Capital Management Llc |
120 |
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
120 |
Brinker Capital Inc |
120 |
Stonebridge Capital Advisors LLC |
120 |
Knott David M |
120 |
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
120 |
Deltec Asset Management Llc |
120 |
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
120 |
Liberty Wealth Management Llc |
120 |
DeepCurrents Investment Group LLC |
120 |
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
120 |
Mosaic Family Wealth, LLC |
120 |
Avestar Capital, LLC |
120 |
Red Tortoise LLC |
120 |
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares |
120 |
Interchange Capital Partners, LLC |
119 |
CTC Alternative Strategies, Ltd. |
119 |
Neuburgh Advisers LLC |
119 |
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
119 |
Yorktown Management & Research Co Inc |
119 |
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
119 |
Riverview Trust Co |
119 |
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
119 |
Rivernorth Capital Management, Llc |
119 |
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
119 |
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
119 |
Anchor Investment Management, LLC |
119 |
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M |
119 |
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
119 |
Balentine LLC |
119 |
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
119 |
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
119 |
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
119 |
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
118 |
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF |
118 |
IBM Retirement Fund |
118 |
Princeton Global Asset Management LLC |
118 |
Cassady Schiller Wealth Management, LLC |
118 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
118 |
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
118 |
Redwood Wealth Management Group, LLC |
118 |
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
118 |
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
118 |
Venture Visionary Partners LLC |
118 |
Piper Sandler & Co. |
118 |
Brighton Jones Llc |
118 |
I.g. Investment Management, Ltd. |
118 |
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
118 |
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
118 |
Capital Guardian Trust Co |
118 |
Fiduciary Trust Co |
118 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
118 |
Inspire Advisors, LLC |
118 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
118 |
McAdam, LLC |
118 |
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
118 |
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
117 |
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
117 |
Formidable Asset Management, LLC |
117 |
Baird Robert W & Co Inc /wi/ |
117 |
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
117 |
Castleview Partners, Llc |
117 |
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
117 |
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A |
117 |
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
117 |
Blackrock Ltd Duration Income Trust |
117 |
NinePointTwo Capital |
117 |
Harvest Investment Services, LLC |
117 |
Invesco Bond Fund |
117 |
Capital Asset Advisory Services LLC |
117 |
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
117 |
First Horizon Corp |
117 |
YorkBridge Wealth Partners, LLC |
117 |
Index Management Solutions, LLC |
117 |
Contravisory Investment Management, Inc. |
117 |
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF |
117 |
Wasatch Advisors Inc |
117 |
Geneva Advisors, LLC |
117 |
Motco |
117 |
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I |
117 |
Glg Llc |
117 |
STXK - EA Series Trust - Strive Small-Cap ETF |
117 |
WPG Advisers, LLC |
117 |
SummitTX Capital, L.P. |
116 |
Rockefeller Financial Services Inc |
116 |
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
116 |
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
116 |
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares |
116 |
Blackrock Core Bond Trust |
116 |
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
116 |
Capital Impact Advisors, LLC |
116 |
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
116 |
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
116 |
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
116 |
Bfsg, Llc |
116 |
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
116 |
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
116 |
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
116 |
HBK Sorce Advisory LLC |
116 |
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
116 |
Zeke Capital Advisors, Llc |
116 |
Atlantic Trust, LLC |
116 |
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
116 |
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
116 |
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
116 |
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
116 |
Gerber Kawasaki Wealth & Investment Management |
115 |
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
115 |
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
115 |
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
115 |
Treasurer of the State of North Carolina |
115 |
Phoenix Holdings Ltd. |
115 |
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
115 |
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. |
115 |
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
115 |
Korea Investment CORP |
115 |
Founders Financial Alliance, LLC |
115 |
Radcliffe Capital Management, L.P. |
115 |
Bay Harbor Wealth Management, LLC |
115 |
L & S Advisors Inc |
115 |
Retirement Systems of Alabama |
115 |
Commodore Capital Lp |
115 |
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
114 |
DiNuzzo Private Wealth, Inc. |
114 |
BI Asset Management Fondsmaeglerselskab A/S |
114 |
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class |
114 |
Rathbone Brothers plc |
114 |
MPM Oncology Impact Management LP |
114 |
Winton Diversified Opportunities Fund |
114 |
RYOIX - RYDEX SERIES FUNDS - Biotechnology Fund Investor Class |
114 |
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A |
114 |
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
114 |
Penn Capital Management Co Inc |
114 |
Cigna Investments Inc /new |
114 |
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
114 |
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
114 |
Ashton Thomas Private Wealth, LLC |
114 |
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
114 |
Montag A & Associates Inc |
114 |
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
114 |
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
114 |
Lisanti Capital Growth, LLC |
114 |
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
114 |
Eagle Global Advisors Llc |
114 |
Casdin Capital, LLC |
114 |
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
114 |
Sierra Ocean, Llc |
114 |
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
113 |
Atlas Capital Advisors Llc |
113 |
Zweig-DiMenna Associates LLC |
113 |
Azzad Asset Management Inc /adv |
113 |
Usca Ria Llc |
113 |
Allstate Corp |
113 |
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
113 |
TimesSquare Capital Management, LLC |
113 |
Blackrock Corporate High Yield Fund, Inc. |
113 |
Kapitalo Investimentos Ltda |
113 |
AGF Investments LLC |
113 |
Berkley W R Corp |
113 |
CenterBook Partners LP |
113 |
Apriem Advisors |
113 |
New England Securities Corp /MA/ |
113 |
Cookson Peirce & Co Inc |
113 |
Cornerstone Wealth Management, LLC |
113 |
Winch Advisory Services, LLC |
113 |
Knights of Columbus Asset Advisors LLC |
113 |
Cowen Prime Services LLC |
113 |
Wealthcare Capital Management Llc |
112 |
Beacon Pointe Advisors, LLC |
112 |
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A |
112 |
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
112 |
Park Avenue Securities Llc |
112 |
Warren Averett Asset Management, LLC |
112 |
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
112 |
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
112 |
ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
112 |
BFOR - ALPS ETF Trust - Barron's 400 ETF |
112 |
Wealthspire Advisors, LLC |
112 |
XR Securities LLC |
112 |
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
112 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
112 |
Velan Capital Investment Management LP |
112 |
JBF Capital, Inc. |
112 |
Franklin Street Advisors Inc /nc |
112 |
Foundry Partners, LLC |
112 |
CQS Cayman LP |
111 |
Clearline Capital LP |
111 |
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
111 |
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
111 |
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
111 |
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
111 |
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
111 |
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
111 |
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
111 |
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
111 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
111 |
Comerica Securities,inc. |
111 |
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
111 |
WealthTrust-Arizona, LLC |
111 |
Peregrine Capital Management Llc |
111 |
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
111 |
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
111 |
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
111 |
Sciencast Management LP |
111 |
Arete Wealth Advisors, LLC |
111 |
E. Ohman J:or Asset Management AB |
111 |
Magnus Financial Group LLC |
111 |
Cheyne Capital Management (UK) LLP |
111 |
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
111 |
Alpine Woods Capital Investors, Llc |
111 |
Sit Investment Associates Inc |
111 |
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
111 |
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
111 |
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I |
111 |
Icon Advisers Inc/co |
111 |
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
111 |
MERVX - MERGER FUND VL - The Merger Fund VL |
111 |
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
111 |
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
111 |
Royce Value Trust Inc |
111 |
Kelly Financial Services LLC |
110 |
Gideon Capital Advisors, Inc. |
110 |
Tekla Healthcare Opportunities Fund |
110 |
Cambridge Trust Co |
110 |
Wealthfront Inc |
110 |
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
110 |
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
110 |
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
110 |
Planning Capital Management Corp |
110 |
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
110 |
Wesbanco Bank Inc |
110 |
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
110 |
Private Ocean, LLC |
110 |
Castle Creek Arbitrage, LLC |
110 |
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
109 |
FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
109 |
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
109 |
Placemark Investments, Inc. |
109 |
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
109 |
Procyon Private Wealth Partners, LLC |
109 |
DAACX - Adviser Managed Trust - Diversified Equity Fund |
109 |
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
109 |
Dynamic Technology Lab Pte Ltd |
109 |
Community Bank, N.A. |
109 |
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
109 |
CNCR - ETF Series Solutions - Loncar Cancer Immunotherapy ETF |
109 |
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
109 |
Next Financial Holdings |
109 |
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
109 |
Schonfeld Group Holdings LLC |
108 |
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
108 |
Torno Capital, Llc |
108 |
Carillon Tower Advisers, Inc. |
108 |
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
108 |
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
108 |
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
108 |
Park Place Capital Corp |
108 |
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
108 |
Sterling Investment Advisors, Ltd. |
108 |
Bare Financial Services, Inc |
108 |
Wall Street Associates |
108 |
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares |
108 |
PFG Investments, LLC |
108 |
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
108 |
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
107 |
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
107 |
IDNA - iSHARES TRUST - iShares Genomics Immunology and Healthcare ETF |
107 |
Stevens First Principles Investment Advisors |
107 |
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class |
107 |
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
107 |
Accurate Wealth Management, LLC |
107 |
Clough Global Opportunities Fund |
107 |
Householder Group Estate & Retirement Specialist, LLC |
107 |
Beryl Capital Management LLC |
107 |
Graticule Asia Macro Advisors LLC |
107 |
Blackrock Multi-sector Income Trust |
107 |
McIlrath & Eck, LLC |
107 |
Laurel Wealth Advisors LLC |
107 |
Mendota Financial Group, LLC |
107 |
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
107 |
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
107 |
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
107 |
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
107 |
Glenmede Investment Management, LP |
107 |
Persistent Asset Partners Ltd |
107 |
Nvwm, Llc |
106 |
Empery Asset Management, LP |
106 |
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
106 |
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
106 |
Greenleaf Trust |
106 |
Vivaldi Asset Management, LLC |
106 |
Gladius Capital Management LP |
106 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
106 |
Tfo-tdc, Llc |
106 |
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
106 |
Heritage Wealth Advisors |
106 |
Enlightenment Research, LLC |
106 |
Legacy Financial Advisors, Inc. |
106 |
Boston Private Bank & Trust Co |
106 |
Knott David M Jr |
106 |
PenderFund Capital Management Ltd. |
106 |
Capital Bank & Trust Co |
106 |
Allianzgi Diversified Income & Convertible Fund |
106 |
Rivernorth Opportunities Fund, Inc. |
106 |
Pallas Capital Advisors LLC |
105 |
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
105 |
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
105 |
Syon Capital Llc |
105 |
Saba Capital Management, L.P. |
105 |
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA |
105 |
Raymond James Trust N.a. |
105 |
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
105 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
105 |
Connor Clark & Lunn Investment Management Ltd |
105 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
105 |
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
105 |
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
105 |
Spot Trading L.l.c. |
105 |
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
105 |
Grove Bank & Trust |
105 |
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
105 |
Crawford Lake Capital Management, LLC |
105 |
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
104 |
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
104 |
CSat Investment Advisory, L.P. |
104 |
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
104 |
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A |
104 |
Samsara BioCapital, LLC |
104 |
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
104 |
Frazier Life Sciences Management, L.P. |
104 |
Moisand Fitzgerald Tamayo, LLC |
104 |
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
104 |
Retirement Group, LLC |
104 |
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
104 |
IWB - iSHARES TRUST - iShares Russell 1000 ETF |
104 |
CVI Investments, Inc. |
104 |
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
104 |
Certified Advisory Corp |
104 |
MUFG Securities EMEA plc |
104 |
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
104 |
Pier Capital, LLC |
104 |
AdvisorShares Investments LLC |
104 |
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
104 |
Impact Partnership Wealth, LLC |
104 |
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
104 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
104 |
Frontier Wealth Management LLC |
104 |
Zions Bancorporation |
104 |
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund |
103 |
Alpha Paradigm Partners, LLC |
103 |
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
103 |
Meitav Dash Investments Ltd |
103 |
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
103 |
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
103 |
P Schoenfeld Asset Management Lp |
103 |
Annis Gardner Whiting Capital Advisors, LLC |
103 |
Bb&t Investment Services, Inc. |
103 |
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
103 |
Northwest & Ethical Investments L.P. |
103 |
B. Metzler seel. Sohn & Co. AG |
103 |
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
103 |
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
103 |
Sachetta, LLC |
103 |
Relative Value Fund |
103 |
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
103 |
Northwestern Mutual Investment Management Company, Llc |
103 |
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
103 |
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A |
103 |
Securian Asset Management, Inc |
103 |
Traynor Capital Management, Inc. |
103 |
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
103 |
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
103 |
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
103 |
Wilmington Funds Management Corp |
103 |
One Wealth Advisors, LLC |
103 |
Archford Capital Strategies, LLC |
102 |
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
102 |
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
102 |
Oliver Lagore Vanvalin Investment Group |
102 |
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class |
102 |
Liberty Mutual Group Asset Management Inc. |
102 |
Wiley Bros.-aintree Capital, Llc |
102 |
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF |
102 |
U.S. Capital Wealth Advisors, LLC |
102 |
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
102 |
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity |
102 |
Novo Holdings A/S |
102 |
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF |
102 |
CenterStar Fund, LLC |
102 |
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
102 |
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
102 |
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
102 |
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A |
102 |
WR Wealth Planners, LLC |
102 |
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
102 |
Emerald Investment Partners, Llc |
102 |
Pittenger & Anderson Inc |
102 |
Flow Traders U.s. Llc |
102 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
102 |
Pendal Group Ltd |
102 |
Trellus Management Company, LLC |
101 |
NatWest Group plc |
101 |
William Blair Investment Management, Llc |
101 |
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
101 |
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
101 |
Envestnet Portfolio Solutions, Inc. |
101 |
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
101 |
Albion Financial Group /ut |
101 |
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
101 |
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares |
101 |
Ritholtz Wealth Management |
101 |
Delta Asset Management Llc/tn |
101 |
Catapult Capital Management Llc |
101 |
Elequin Capital Lp |
101 |
Gardner Lewis Asset Management L P |
101 |
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
101 |
Personal Cfo Solutions, Llc |
101 |
Fortitude Advisory Group L.L.C. |
101 |
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
101 |
King Luther Capital Management Corp |
101 |
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
101 |
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares |
101 |
Marquette Asset Management, LLC |
101 |
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
101 |
Highland Capital Management, Llc |
101 |
Mariner Investment Group Llc |
101 |
WealthTrak Capital Management LLC |
101 |
Hughes Financial Services, LLC |
101 |
Parkworth Wealth Management, Inc. |
100 |
Invictus RG Pte. Ltd. |
100 |
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
100 |
Gladstone Institutional Advisory LLC |
100 |
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
100 |
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A |
100 |
PBE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Biotechnology & Genome ETF |
100 |
Rothschild Investment Corp /il |
100 |
Taconic Capital Advisors LP |
100 |
Transamerica Financial Advisors, Inc. |
100 |
Dubuque Bank & Trust Co |
100 |
Claraphi Advisory Network, LLC |
100 |
Thurston, Springer, Miller, Herd & Titak, Inc. |
100 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
100 |
NN Investment Partners Holdings N.V. |
100 |
SkyView Investment Advisors, LLC |
100 |
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
100 |
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
100 |
Horizon Investments, LLC |
100 |
Echo Street Capital Management LLC |
100 |
Simplicity Wealth,LLC |
100 |
Rs Investment Management Co Llc |
100 |
Atwood & Palmer Inc |
100 |
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
100 |
Beacon Capital Management, LLC |
100 |
VCBDX - VALIC Co I - Core Bond Fund |
100 |
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
99 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
99 |
Campbell Multi-strategy Trust |
99 |
Green Arrow Capital Management Llc |
99 |
JS Capital Management LLC |
99 |
Putnam Master Intermediate Income Trust |
99 |
Emory University |
99 |
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
99 |
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
99 |
Six Circles Trust - Six Circles Credit Opportunities Fund |
99 |
Boulder Hill Capital Management Lp |
99 |
Livforsakringsbolaget Skandia, Omsesidigt |
99 |
Shine Investment Advisory Services Inc |
99 |
Lincoln National Corp |
99 |
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class |
99 |
RMR Wealth Builders |
99 |
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class |
99 |
Cribstone Capital Management, LLC |
99 |
Kovack Advisors, Inc. |
99 |
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
99 |
Integrated Core Strategies (us) Llc |
99 |
Nuveen S&p 500 Dynamic Overwrite Fund |
99 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
99 |
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
99 |
Northeast Financial Consultants Inc |
99 |
WealthCollab, LLC |
98 |
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
98 |
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
98 |
Royal Fund Management, LLC |
98 |
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV |
98 |
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
98 |
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
98 |
ACT Capital Management, LLLP |
98 |
Global Wealth Management Investment Advisory, Inc. |
98 |
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
98 |
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
98 |
Wealthfront Advisers Llc |
98 |
FTXH - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Pharmaceuticals ETF |
98 |
American National Bank |
98 |
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
98 |
LRI Investments, LLC |
98 |
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A |
98 |
New Mexico Educational Retirement Board |
98 |
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
98 |
Jump Trading, Llc |
98 |
Putnam Premier Income Trust |
98 |
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
98 |
Crestwood Advisors Group LLC |
98 |
Intracoastal Capital, Llc |
98 |
CX Institutional |
98 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
98 |
Carmichael Hill & Associates, Inc. |
98 |
Calamos Convertible Opportunities & Income Fund |
98 |
Shapiro Robert N |
98 |
Ziegler Capital Management, LLC |
98 |
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
98 |
MQS Management LLC |
98 |
QVT Financial LP |
98 |
Sivik Global Healthcare LLC |
97 |
Mesirow Financial Investment Management, Inc. |
97 |
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A |
97 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
97 |
Invictus RG |
97 |
Wealth Quarterback LLC |
97 |
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
97 |
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
97 |
Fairfield, Bush & Co. |
97 |
Blackrock Debt Strategies Fund, Inc. |
97 |
Lombard Odier Asset Management (Europe) Ltd |
97 |
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A |
97 |
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
97 |
Burney Co/ |
97 |
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia |
97 |
Winfield Associates, Inc. |
97 |
BBP - ETFis Series Trust I - Virtus LifeSci Biotech Products ETF |
97 |
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
97 |
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
97 |
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
97 |
Mason Street Advisors, Llc |
97 |
CNB Bank |
97 |
Blackrock Credit Allocation Income Trust |
97 |
Royal London Asset Management Ltd |
97 |
Artia Global Partners LP |
97 |
Calamos Convertible & High Income Fund |
97 |
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
97 |
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
96 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
96 |
Vectors Research Management, LLC |
96 |
Colonial Trust Co / SC |
96 |
Sumitomo Mitsui DS Asset Management Company, Ltd |
96 |
Dai-ichi Life Holdings, Inc. |
96 |
Arden Investment Series Trust |
96 |
Claro Advisors LLC |
96 |
Luminus Management Llc |
96 |
Agf Management Ltd |
96 |
Kanaly Trust Co |
96 |
Almanack Investment Partners, LLC. |
96 |
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
96 |
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
96 |
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
96 |
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
96 |
Hall Laurie J Trustee |
96 |
Calamos Dynamic Convertible & Income Fund |
96 |
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
96 |
SevenBridge Financial Group, LLC |
96 |
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
96 |
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
96 |
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
96 |
RFP Financial Group LLC |
96 |
Girard Partners Ltd. |
96 |
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
96 |
Gryphon Financial Partners LLC |
96 |
Alera Investment Advisors, LLC |
96 |
Bellwether Advisors, LLC |
96 |
Kavar Capital Partners, LLC |
96 |
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
96 |
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A |
96 |
Centerpoint Advisors, LLC |
96 |
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
96 |
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
96 |
Freestone Grove Partners LP |
96 |
Private Wealth Asset Management, LLC |
95 |
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
95 |
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
95 |
Clough Global Equity Fund |
95 |
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
95 |
Cordasco Financial Network |
95 |
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
95 |
Childress Capital Advisors, Llc |
95 |
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
95 |
URTH - iShares, Inc. - iShares MSCI World ETF |
95 |
Chilton Capital Management Llc |
95 |
Clean Yield Group |
95 |
Santa Fe Partners LLC |
95 |
Wcm Investment Management, Llc |
95 |
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
95 |
First Interstate Bank |
95 |
Paradigm Biocapital Advisors LP |
95 |
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
95 |
Strategic Wealth Partners, Ltd. |
95 |
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
95 |
Swedbank AB |
95 |
Regent Peak Wealth Advisors LLC |
95 |
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
95 |
Nuveen Nasdaq 100 Dynamic Overwrite Fund |
95 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
95 |
Truewealth Llc |
95 |
Van Hulzen Asset Management, LLC |
95 |
NEA Management Company, LLC |
95 |
Icon Wealth Partners, LLC |
95 |
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
95 |
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
94 |
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
94 |
West Oak Capital, LLC |
94 |
Financial Counselors Inc |
94 |
Sugarloaf Wealth Management, LLC |
94 |
Calamos Strategic Total Return Fund |
94 |
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
94 |
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
94 |
Sageworth Trust Co |
94 |
Bardin Hill Management Partners Lp |
94 |
Fernwood Investment Management, LLC |
94 |
Matarin Capital Management, LLC |
94 |
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
94 |
HHM Wealth Advisors, LLC |
94 |
Meridian Wealth Management, LLC |
94 |
Camarda Financial Advisors, LLC |
94 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
94 |
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
94 |
Benjamin Edwards Inc |
94 |
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
94 |
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A |
94 |
Confluence Wealth Services, Inc. |
94 |
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
94 |
CPSIX - Unified Series Trust - Fci Bond Fund |
94 |
Kovitz Investment Group Partners, LLC |
94 |
Byrne Asset Management LLC |
94 |
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
93 |
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
93 |
Psagot Value Holdings Ltd. / (Israel) |
93 |
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
93 |
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
93 |
Bellevue Asset Management, Llc |
93 |
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
93 |
Superstring Capital Management Lp |
93 |
Havens Advisors Llc |
93 |
Ledyard National Bank |
93 |
ARK Investment Management LLC |
93 |
Kazazian Asset Management, LLC |
93 |
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
93 |
Exencial Wealth Advisors, Llc |
93 |
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
93 |
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
93 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
93 |
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A |
93 |
SOA Wealth Advisors, LLC. |
93 |
Qrg Capital Management, Inc. |
93 |
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P |
93 |
Fortaleza Asset Management Inc/ |
93 |
Healthcare Value Capital, LLC |
93 |
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
93 |
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
93 |
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC |
93 |
Andra AP-fonden |
92 |
Atlantic Union Bankshares Corp |
92 |
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A |
92 |
Siren, L.L.C. |
92 |
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
92 |
First City Capital Management, Inc. |
92 |
Pinkerton Retirement Specialists, LLC |
92 |
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
92 |
Kestra Investment Management, LLC |
92 |
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund |
92 |
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A |
92 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
92 |
Dynamic Advisor Solutions LLC |
92 |
Fjarde Ap-fonden /fourth Swedish National Pension Fund |
92 |
AJOVista, LLC |
92 |
R&F Capital Advisors LP |
92 |
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
92 |
Piermont Capital Management LLC |
92 |
Cupps Capital Management, LLC |
92 |
Tyler-Stone Wealth Management |
92 |
City National Bank |
92 |
Congress Asset Management Co /ma |
92 |
Vestmark Advisory Solutions, Inc. |
92 |
Strategic Blueprint, LLC |
92 |
Tourbillon Capital Partners, L.P. |
92 |
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
92 |
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
92 |
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
92 |
Cornerstone Advisory, LLC |
92 |
Nwam Llc |
92 |
Phocas Financial Corp. |
92 |
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
92 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
92 |
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
92 |
Spring Creek Capital Llc |
91 |
Axiom International Investors Llc /de |
91 |
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
91 |
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class |
91 |
Atlas Private Wealth Advisors |
91 |
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
91 |
Bradley Foster & Sargent Inc/ct |
91 |
Hillhouse Capital Advisors, Ltd. |
91 |
Wagner Wealth Management, Llc |
91 |
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
91 |
Pinnacle Summer Investments, Inc. |
91 |
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
91 |
Stifel Nicolaus & Co Inc \mo\ |
91 |
Bellevue Asset Management AG |
91 |
Moloney Securities Asset Management, LLC |
91 |
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I |
91 |
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
91 |
Blue Bell Private Wealth Management, Llc |
91 |
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
91 |
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
91 |
Frazier Financial Advisors, LLC |
91 |
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
91 |
Mutual Advisors, LLC |
91 |
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
91 |
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
91 |
Newtyn Management, LLC |
91 |
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class |
91 |
Cambria Investment Management, L.P. |
91 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
91 |
Turner Funds |
91 |
PSI Advisors, LLC |
91 |
Williams Jones Wealth Management, LLC. |
91 |
Calamos Global Total Return Fund |
90 |
Duquesne Family Office LLC |
90 |
SpiderRock Advisors, LLC |
90 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
90 |
Pacific Alternative Asset Management Company, Llc |
90 |
Sheets Smith Wealth Management |
90 |
Fort Washington Investment Advisors Inc /oh/ |
90 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
90 |
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
90 |
K.J. Harrison & Partners Inc |
90 |
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A |
90 |
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
90 |
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
90 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
90 |
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A |
90 |
Simplify Asset Management Inc. |
90 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
90 |
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF |
90 |
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
90 |
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
90 |
Silverback Asset Management Llc |
90 |
Integrated Investment Consultants, LLC |
90 |
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
90 |
Bowling Portfolio Management LLC |
90 |
MBOVX - M FUND INC - M Large Cap Value Fund |
90 |
Bluestein R H & Co |
90 |
Aaron Wealth Advisors LLC |
90 |
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
90 |
Bruce G. Allen Investments, LLC |
90 |
Pinnacle Bancorp, Inc. |
90 |
First Capital Advisors Group, LLC. |
90 |
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
90 |
HFM Investment Advisors, LLC |
90 |
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
89 |
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
89 |
QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
89 |
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A |
89 |
Minichmacgregor Wealth Management, Llc |
89 |
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
89 |
Mascoma Wealth Management LLC |
89 |
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
89 |
Angelo Gordon & Co., L.p. |
89 |
Wetzel Investment Advisors, Inc. |
89 |
AllSquare Wealth Management LLC |
89 |
SYSTM Wealth Solutions LLC |
89 |
MMCAP International Inc. SPC |
89 |
Loeb Offshore Management LP |
89 |
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I |
89 |
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
89 |
Americafirst Capital Management, Llc |
89 |
SIH Partners, LLLP |
89 |
Argent Trust Co |
89 |
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
89 |
Capital International Inc /ca/ |
89 |
Arcadia Investment Management Corp/mi |
89 |
Colonial Trust Advisors |
89 |
Intrust Bank Na |
89 |
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
89 |
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
89 |
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
89 |
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
89 |
Primecap Management Co/ca/ |
89 |
Manchester Financial Inc |
89 |
Gulf International Bank (UK) Ltd |
89 |
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
89 |
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
89 |
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund |
89 |
HB Wealth Management, LLC |
89 |
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares |
89 |
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
89 |
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
89 |
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund |
89 |
Hilltop Holdings Inc. |
89 |
Amplius Wealth Advisors, LLC |
89 |
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
89 |
Hikari Power Ltd |
89 |
Country Trust Bank |
89 |
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
89 |
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
89 |
Investors Capital Advisory Services |
89 |
SpiderRock Trading LLC |
89 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
88 |
D'Orazio & Associates, Inc. |
88 |
Center for Financial Planning, Inc. |
88 |
Private Capital Advisors, Inc. |
88 |
Hood River Capital Management LLC |
88 |
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
88 |
General Motors Investment Management Corp |
88 |
Westport Resources Management Inc |
88 |
Coastal Capital Group, Inc. |
88 |
Ellis Investment Partners, LLC |
88 |
Advisor Partners Llc |
88 |
Columbia Partners L L C Investment Management |
88 |
Duncker Streett & Co Inc |
88 |
Natixis Investment Managers International |
88 |
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
88 |
Alkeon Capital Management Llc |
88 |
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
88 |
Congress Wealth Management LLC / DE / |
88 |
City Holding Co |
88 |
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class |
88 |
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
88 |
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class |
88 |
Trust Department Mb Financial Bank N A |
88 |
Senator Investment Group LP |
88 |
Adviser Investments LLC |
88 |
Bridger Management, Llc |
88 |
Psagot Investment House Ltd. |
88 |
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
88 |
Voya Prime Rate Trust |
88 |
Blume Capital Management, Inc. |
88 |
Tema Etfs Llc |
88 |
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
87 |
Howard Hughes Medical Institute |
87 |
Dixon Hughes Goodman Wealth Advisors LLC |
87 |
Advisory Alpha, LLC |
87 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
87 |
State of New Jersey Common Pension Fund A |
87 |
Gofen & Glossberg Llc /il/ |
87 |
Price Capital Management, Inc. |
87 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
87 |
Hoxton Financial, Inc. |
87 |
Advisor Partners Ii, Llc |
87 |
Cutter & CO Brokerage, Inc. |
87 |
NewEdge Wealth, LLC |
87 |
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
87 |
AIGH Capital Management LLC |
87 |
Profunds - Profund Vp Pharmaceuticals |
87 |
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
87 |
Quest Capital Management Inc /adv |
87 |
Caldwell Securities, Inc |
87 |
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
87 |
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T |
87 |
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
87 |
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
87 |
Burt Wealth Advisors |
87 |
Portolan Capital Management, LLC |
87 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
87 |
Murchinson Ltd. |
87 |
Webster Bank, N. A. |
87 |
HealthInvest Partners AB |
87 |
TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
87 |
Founders Capital Management |
87 |
Oak Ridge Investments Llc |
87 |
BlueCrest Capital Management LLP |
87 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
87 |
Verdence Capital Advisors LLC |
87 |
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
87 |
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
87 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
87 |
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
87 |
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
87 |
Kings Point Capital Management |
87 |
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF |
87 |
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
87 |
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF |
87 |
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
87 |
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
87 |
Forum Financial Management, LP |
87 |
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O |
87 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
86 |
Oakbrook Investments Llc |
86 |
Providence Capital Advisors, LLC |
86 |
Nan Fung Group Holdings Ltd |
86 |
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
86 |
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
86 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
86 |
Heritage Wealth Management, Llc |
86 |
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
86 |
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
86 |
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
86 |
SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
86 |
River & Mercantile Asset Management Llp |
86 |
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
86 |
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
86 |
Profunds - Profund Vp Small-cap Value |
86 |
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
86 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
86 |
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
86 |
Achmea Investment Management B.V. |
86 |
Osterweis Capital Management Inc |
86 |
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
86 |
Clark Capital Management Group, Inc. |
86 |
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
86 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
86 |
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
86 |
Tlp Group Llc |
86 |
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund |
86 |
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
86 |
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
86 |
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
86 |
Kula Investments, LLC |
86 |
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
86 |
Alpha Windward Llc |
86 |
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
86 |
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
86 |
VCGAX - VALIC Co I - Growth & Income Fund |
86 |
Virtue Capital Management, LLC |
85 |
Bruderman Asset Management, LLC |
85 |
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
85 |
Hoover Financial Advisors, Inc. |
85 |
Wellington Shields Capital Management, LLC |
85 |
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
85 |
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
85 |
Schechter Investment Advisors, LLC |
85 |
Mazama Capital Management Inc |
85 |
Hl Financial Services Llc |
85 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
85 |
Forward Management, LLC |
85 |
B. Metzler seel. Sohn & Co. Holding AG |
85 |
BBVA USA Bancshares, Inc. |
85 |
Sector Gamma As |
85 |
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
85 |
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
85 |
Fulton Bank, N.a. |
85 |
ICVT - iSHARES TRUST - iShares Convertible Bond ETF |
85 |
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R |
85 |
Dakota Wealth Management |
85 |
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
85 |
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund |
85 |
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
85 |
Concurrent Investment Advisors, LLC |
85 |
Nikko Asset Management Americas, Inc. |
85 |
Horan Securities, Inc. |
85 |
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
85 |
U S Global Investors Inc |
85 |
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
85 |
SVPIX - Profunds - Small-cap Value Profund Investor Class |
85 |
Qci Asset Management Inc/ny |
85 |
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
85 |
Lmcg Investments, Llc |
85 |
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
84 |
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
84 |
Allred Capital Management, LLC |
84 |
PHPIX - Profunds - Pharmaceuticals Ultrasector Profund Investor Class |
84 |
City State Bank |
84 |
St Germain D J Co Inc |
84 |
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
84 |
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
84 |
Rosenberg Matthew Hamilton |
84 |
Axxcess Wealth Management, Llc |
84 |
Old Point Trust & Financial Services N A |
84 |
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV |
84 |
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
84 |
Arlington Partners LLC |
84 |
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
84 |
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
84 |
Fortis Advisors, LLC |
84 |
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
84 |
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
84 |
Claris Advisors, Llc / Mo / |
84 |
Fifth Lane Capital, Lp |
84 |
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
84 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
84 |
Qtron Investments LLC |
84 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
84 |
Buckingham Strategic Partners |
84 |
Magee Thomson Investment Partners Llc |
84 |
Corient Capital Partners, LLC |
84 |
Privium Fund Management B.V. |
84 |
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
84 |
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
84 |
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
84 |
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
84 |
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 |
84 |
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
84 |
MML Series Investment Fund II - MML Equity Rotation Fund Class II |
84 |
Peapack Gladstone Financial Corp |
84 |
Arrow Financial Corp |
84 |
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
84 |
Executive Wealth Management, LLC |
84 |
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
84 |
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
84 |
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
84 |
Bayforest Capital Ltd |
84 |
Whipplewood Advisors, LLC |
83 |
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
83 |
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
83 |
Clough Global Dividend & Income Fund |
83 |
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
83 |
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
83 |
Accel Wealth Management |
83 |
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
83 |
Eastern Bank |
83 |
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 |
83 |
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
83 |
WealthTrust Fairport, LLC |
83 |
Highline Wealth Partners Llc |
83 |
Mach-1 Financial Group, Inc. |
83 |
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
83 |
AHIVX - American Century Investment Trust - High Income Fund Investor Class |
83 |
XPH - SPDR SERIES TRUST - SPDR(R) S&P(R) Pharmaceuticals ETF |
83 |
WUSAX - WANGER ADVISORS TRUST - Wanger USA |
83 |
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
83 |
Artemis Investment Management LLP |
83 |
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
83 |
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R |
83 |
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
83 |
GERM - ETF Managers Trust - ETFMG Treatments, Testing and Advancements ETF |
83 |
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
83 |
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
83 |
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
83 |
American Research & Management Co. |
83 |
Weaver Consulting Group |
83 |
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
83 |
Kynam Capital Management, LP |
83 |
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
83 |
Partnervest Advisory Services LLC |
83 |
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class |
83 |
V Wealth Advisors LLC |
83 |
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
82 |
Sun Life Financial Inc |
82 |
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
82 |
M&r Capital Management Inc |
82 |
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
82 |
Jag Capital Management, Llc |
82 |
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
82 |
American Capital Advisory, LLC |
82 |
RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A |
82 |
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
82 |
Laffer Investments |
82 |
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
82 |
Fir Tree Capital Management Lp |
82 |
Williams Jones & Associates LLC |
82 |
Monaco Asset Management SAM |
82 |
M Holdings Securities, Inc. |
82 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
82 |
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
82 |
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
82 |
LGT Financial Advisors LLC |
82 |
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
82 |
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
82 |
Senzar Asset Management, Llc |
82 |
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 |
82 |
Oppenheimer Variable Account Funds |
82 |
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I |
82 |
Keebeck Alpha, LP |
82 |
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund |
82 |
Brave Asset Management Inc |
82 |
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
82 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A |
82 |
CT Financial Advisors LLC |
82 |
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
82 |
CBIZ Investment Advisory Services, LLC |
82 |
Perpetual Ltd |
82 |
Tri-continental Corp |
82 |
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares |
82 |
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
82 |
Tredje AP-fonden |
82 |
Pale Fire Capital SE |
82 |
Ameriflex Group, Inc. |
82 |
Kilter Group LLC |
82 |
Transce3nd, LLC |
81 |
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares |
81 |
PILL - Direxion Shares ETF Trust - Direxion Daily Pharmaceutical & Medical Bull 3X Shares |
81 |
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund |
81 |
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A |
81 |
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
81 |
Costello Asset Management, INC |
81 |
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
81 |
Hanson & Doremus Investment Management |
81 |
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund |
81 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
81 |
Ironwood Financial, llc |
81 |
Financial Synergies Wealth Advisors, Inc. |
81 |
Barrett Asset Management, LLC |
81 |
Voya Financial Advisors, Inc. |
81 |
Capital International Sarl |
81 |
Quotient Investors, LLC |
81 |
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
81 |
Gateway Investment Advisers Llc |
81 |
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class |
81 |
Wbi Investments, Inc. |
81 |
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
81 |
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
81 |
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
81 |
Kalos Management, Inc. |
81 |
Underlying Funds Trust |
81 |
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A |
81 |
Sandia Investment Management LP |
81 |
Harbour Capital Advisors, LLC |
81 |
Rakuten Securities, Inc. |
81 |
Addison Advisors LLC |
81 |
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
81 |
Strategic Investment Solutions, Inc. /IL |
81 |
Gabelli Dividend & Income Trust |
81 |
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
81 |
Quilter Plc |
81 |
USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
81 |
Governors Lane LP |
81 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
80 |
Meritage Portfolio Management |
80 |
Profunds - Profund Vp Small-cap Growth |
80 |
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
80 |
Family Management Corp |
80 |
Allianzgi Equity & Convertible Income Fund |
80 |
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
80 |
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
80 |
Calamos Wealth Management LLC |
80 |
Point72 Europe (London) LLP |
80 |
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
80 |
Marino, Stram & Associates Llc |
80 |
Epoch Investment Partners, Inc. |
80 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
80 |
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
80 |
Savior LLC |
80 |
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I |
80 |
Buckingham Strategic Wealth, Llc |
80 |
Cna Financial Corp |
80 |
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF |
80 |
SGPIX - Profunds - Small-cap Growth Profund Investor Class |
80 |
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
80 |
Cypress Capital Management LLC (WY) |
80 |
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
80 |
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares |
80 |
Foresters Investment Management Company, Inc. |
80 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
80 |
CWA Asset Management Group, LLC |
80 |
American Funds Insurance Series |
80 |
Alexandria Capital, LLC |
80 |
Pacifica Partners Inc. |
80 |
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF |
80 |
Opal Wealth Advisors, LLC |
80 |
Anfield Capital Management, LLC |
80 |
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
80 |
JGP Global Gestao de Recursos Ltda. |
80 |
Conning Inc. |
80 |
TD Capital Management LLC |
80 |
Charter Oak Capital Management, LLC |
80 |
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
80 |
Pinnacle Financial Partners Inc |
80 |
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
80 |
Carmignac Gestion |
80 |
Great Valley Advisor Group, Inc. |
80 |
Redwood Investments, LLC |
80 |
Financial Perspectives, Inc |
80 |
Sandler Capital Management |
80 |
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
80 |
Change Path, LLC |
80 |
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
80 |
Reynolds Capital Management Llc |
79 |
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
79 |
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
79 |
Usaa Etf Trust |
79 |
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
79 |
Elite Wealth Management, Inc. |
79 |
JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
79 |
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
79 |
Oberweis Asset Management Inc/ |
79 |
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
79 |
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
79 |
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
79 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
79 |
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
79 |
Strengthening Families & Communities, LLC |
79 |
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
79 |
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
79 |
Capital One, National Association |
79 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
79 |
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
79 |
Cromwell Holdings LLC |
79 |
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
79 |
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
79 |
Golden State Equity Partners |
79 |
Alliancebernstein Global High Income Fund Inc |
79 |
Roble, Belko & Company, Inc |
79 |
Adams Diversified Equity Fund, Inc. |
79 |
Spectrum Management Group, LLC |
79 |
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
79 |
PACIFIC SELECT FUND - Developing Growth Portfolio Class I |
79 |
Close Asset Management Ltd |
79 |
Central Pacific Bank - Trust Division |
79 |
Next Capital Management LLC |
79 |
One68 Global Capital, LLC |
79 |
FMEDX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Medicine Fund |
79 |
Ashton Thomas Securities, Llc |
79 |
ACG Wealth |
79 |
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
79 |
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I |
79 |
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
79 |
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
78 |
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
78 |
Integrated Advisors Network LLC |
78 |
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
78 |
Strategic Investment Management, Llc |
78 |
IHE - iSHARES TRUST - iShares U.S. Pharmaceuticals ETF |
78 |
Tobam |
78 |
Avalon Advisors, Llc |
78 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
78 |
Edge Advisors, Llc |
78 |
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
78 |
Dorsey & Whitney Trust CO LLC |
78 |
Independence Bank of Kentucky |
78 |
Mn Services Vermogensbeheer B.V. |
78 |
Philadelphia Trust Co |
78 |
Lenox Wealth Management, Inc. |
78 |
Gables Capital Management Inc. |
78 |
IMA Wealth, Inc. |
78 |
Fiduciary Alliance LLC |
78 |
Vise Technologies, Inc. |
78 |
TradeLink Global Equity LLC |
78 |
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio |
78 |
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
78 |
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A |
78 |
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
78 |
Osborn Rohs Williams & Donohoe Ltd |
78 |
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
78 |
Perella Weinberg Partners Capital Management LP |
78 |
Meiji Yasuda Asset Management Co Ltd. |
78 |
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
78 |
Saturna Capital CORP |
78 |
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
78 |
BlackRock ESG Capital Allocation Trust |
78 |
Shinko Asset Management Co., Ltd. |
78 |
S. Muoio & Co. Llc |
78 |
Cannell Peter B & Co Inc |
78 |
JHMH - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Healthcare ETF |
78 |
Global X Funds |
78 |
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
78 |
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
78 |
Thornburg Investment Management Inc |
78 |
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
78 |
STXG - EA Series Trust - Strive 1000 Growth ETF |
78 |
Estabrook Capital Management |
78 |
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
78 |
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
78 |
Banco Santander, S.A. |
78 |
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
78 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class |
78 |
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio |
78 |
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
78 |
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
78 |
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
77 |
Clarus Wealth Advisors |
77 |
Barrow Hanley Mewhinney & Strauss Llc |
77 |
Jabre Capital Partners S.A. |
77 |
Mill Creek Capital Advisors, LLC |
77 |
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
77 |
Principia Wealth Advisory, LLC |
77 |
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
77 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
77 |
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
77 |
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C |
77 |
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
77 |
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
77 |
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
77 |
Transcend Wealth Collective, Llc |
77 |
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
77 |
Hoey Investments, Inc |
77 |
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF |
77 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
77 |
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
77 |
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
77 |
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
77 |
Sentry Investment Management Llc |
77 |
Ruggie Capital Group |
77 |
Coastal Bridge Advisors, LLC |
77 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
77 |
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
77 |
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
77 |
Bp Plc |
77 |
West Tower Group, LLC |
77 |
Nachman Norwood & Parrott, Inc |
77 |
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
77 |
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
77 |
Global Trust Asset Management, LLC |
77 |
Brewin Dolphin Wealth Management Ltd |
77 |
Paulson & Co. Inc. |
77 |
Ahrens Investment Partners LLC |
77 |
Steel Peak Wealth Management LLC |
77 |
Alpha Omega Wealth Management LLC |
77 |
Empyrean Capital Partners, LP |
77 |
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
77 |
Passport Capital, LLC |
77 |
Fortress Investment Group LLC |
77 |
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A |
77 |
Brookside Capital Management Llc |
77 |
Telemus Capital, Llc |
77 |
Old Second National Bank Of Aurora |
77 |
MOPCX - NEW YORK LIFE INVESTMENTS FUNDS TRUST - NYLI WMC Small Companies Fund Class C |
77 |
Raiffeisen Bank International AG |
76 |
Marex Group plc |
76 |
Omnia Family Wealth, LLC |
76 |
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF |
76 |
Leavell Investment Management, Inc. |
76 |
Armstrong Advisory Group, Inc |
76 |
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
76 |
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
76 |
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF |
76 |
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class |
76 |
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A |
76 |
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
76 |
Aberdeen Asset Management Plc/uk |
76 |
Clarius Group, LLC |
76 |
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
76 |
Chase Investment Counsel Corp |
76 |
Laurel Wealth Advisors, Inc. |
76 |
Premier Asset Management Llc |
76 |
Central Bank & Trust Co |
76 |
Suffolk Capital Management Llc |
76 |
Destination Wealth Management |
76 |
JW Asset Management, LLC |
76 |
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF |
76 |
Evermay Wealth Management Llc |
76 |
J.Safra Asset Management Corp |
76 |
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
76 |
Royce Micro-cap Trust, Inc /md/ |
76 |
Arlington Trust Co LLC |
76 |
Fidelis Capital Partners, LLC |
76 |
Parsons Capital Management Inc/ri |
76 |
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF |
76 |
Iridian Asset Management Llc/ct |
76 |
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
76 |
VGLSX - VALIC Co I - Global Strategy Fund |
76 |
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
76 |
Myriad Asset Management Ltd. |
76 |
Fort, L.p. |
76 |
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
76 |
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A |
76 |
Measured Wealth Private Client Group, LLC |
76 |
Cadian Capital Management, Lp |
76 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class |
76 |
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
76 |
Empirical Finance, LLC |
76 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
76 |
Hirtle Callaghan & Co LLC |
76 |
Brandes Investment Partners, Lp |
76 |
Patten Group, Inc. |
76 |
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
76 |
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
76 |
New England Research & Management, Inc. |
76 |
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A |
76 |
Silvant Capital Management LLC |
76 |
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
75 |
Opera Trading Capital |
75 |
Scopus Asset Management, L.p. |
75 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 |
75 |
Mizuho Trust & Banking Co., Ltd. |
75 |
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
75 |
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
75 |
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
75 |
Camden Capital, LLC |
75 |
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
75 |
Sage Mountain Advisors LLC |
75 |
Jpmorgan Trust Iii |
75 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 |
75 |
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
75 |
Greenwood Capital Associates Llc |
75 |
BlackRock Credit Strategies Fund |
75 |
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund |
75 |
Cantab Capital Partners LLP |
75 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
75 |
PENN SERIES FUNDS INC - Small Cap Growth Fund |
75 |
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
75 |
Qsemble Capital Management, LP |
75 |
Virginia Retirement System |
75 |
Coppell Advisory Solutions Corp. |
75 |
Callan Capital, LLC |
75 |
Brown Advisory Securities, LLC |
75 |
Callan Family Office, LLC |
75 |
Gratus Capital LLC |
75 |
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
75 |
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
75 |
YHB Investment Advisors, Inc. |
75 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class |
75 |
Ossiam |
75 |
Tang Capital Partners Lp |
75 |
Glg Inc. |
75 |
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
75 |
Teton Advisors, Inc. |
75 |
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A |
75 |
Equitec Specialists, Llc |
75 |
Miracle Mile Advisors, LLC |
75 |
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
75 |
Horizon Kinetics Asset Management Llc |
75 |
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
75 |
Avidian Wealth Solutions, LLC |
75 |
Peregrine Asset Advisers, Inc. |
75 |
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
75 |
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
75 |
Meteora Capital, LLC |
75 |
USS Investment Management Ltd |
75 |
Silphium Asset Management Ltd |
75 |
Credential Qtrade Securities Inc. |
74 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
74 |
Dai-Ichi Life Insurance Company, Ltd |
74 |
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
74 |
Bbva Usa |
74 |
Nissay Asset Management Corp /japan/ /adv |
74 |
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
74 |
Kb Financial Partners, Llc |
74 |
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund |
74 |
Putnam Fl Investment Management Co |
74 |
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund |
74 |
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
74 |
Ibex Investors LLC |
74 |
Amerivest Investment Management LLC |
74 |
West Paces Advisors Inc. |
74 |
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
74 |
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
74 |
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T |
74 |
Horizon Kinetics LLC |
74 |
Perkins Capital Management Inc |
74 |
HGC Investment Management Inc. |
74 |
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
74 |
Pennsylvania Trust Co |
74 |
1492 Capital Management LLC |
74 |
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
74 |
Squar Milner Financial Services Llc |
74 |
Adirondack Trust Co |
74 |
Mizuho Asset Management Co.,Ltd. |
74 |
Grimes & Company, Inc. |
74 |
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
74 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
74 |
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
74 |
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
74 |
Donoghue Forlines LLC |
74 |
Altfest L J & Co Inc |
74 |
Selective Wealth Management, Inc. |
74 |
Beck Bode, LLC |
74 |
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
74 |
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund |
74 |
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
74 |
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
74 |
MBEQX - M FUND INC - M International Equity Fund |
74 |
Pacitti Group Inc. |
74 |
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
74 |
Northwest Investment Counselors, Llc |
74 |
Perkins Coie Trust Co |
74 |
Sittner & Nelson, Llc |
74 |
Rockbridge Investment Management, LCC |
74 |
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
74 |
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
74 |
B. Riley Financial, Inc. |
73 |
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
73 |
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
73 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
73 |
Exos Asset Management LLC |
73 |
Redwood Investment Management, Llc |
73 |
Seizert Capital Partners, Llc |
73 |
Lake Street Advisors Group, Llc |
73 |
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
73 |
High Note Wealth, LLC |
73 |
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A |
73 |
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
73 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
73 |
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
73 |
Kohlberg Kravis Roberts & Co. L.P. |
73 |
Vanguard Whitehall Funds |
73 |
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
73 |
Nemes Rush Group LLC |
73 |
Samalin Investment Counsel, LLC |
73 |
Machina Capital S.a.s. |
73 |
Concert Wealth Management Inc. |
73 |
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A |
73 |
Profunds - Profund Vp Health Care |
73 |
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares |
73 |
Barometer Capital Management Inc. |
73 |
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class |
73 |
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
73 |
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
73 |
Polygon Management Ltd. |
73 |
Reliance Trust Co Of Delaware |
73 |
RFG Advisory, LLC |
73 |
Harwood Advisory Group, LLC |
73 |
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
73 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
73 |
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
73 |
Bbr Partners, Llc |
73 |
Voisard Asset Management Group, Inc. |
73 |
Kiwi Wealth Investments Limited Partnership |
73 |
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
73 |
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
73 |
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A |
73 |
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
73 |
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
72 |
Moody Lynn & Lieberson, Llc |
72 |
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
72 |
Ogorek Anthony Joseph /ny/ /adv |
72 |
VVSGX - VALIC Co I - Small Cap Growth Fund |
72 |
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
72 |
Chiron Capital Management, Llc |
72 |
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
72 |
Vertex One Asset Management Inc. |
72 |
Trust For Advisor Solutions |
72 |
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
72 |
Resources Management Corp /ct/ /adv |
72 |
First National Bank Of Omaha |
72 |
Forsta Ap-fonden |
72 |
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
72 |
Brown, Lisle/cummings, Inc. |
72 |
Monetary Management Group Inc |
72 |
Hilltop National Bank |
72 |
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
72 |
NorthCoast Asset Management LLC |
72 |
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
72 |
Delaware Enhanced Global Dividend & Income Fund |
72 |
Equitable Holdings, Inc. |
72 |
RXL - PROSHARES TRUST - ProShares Ultra Health Care |
72 |
Davy Global Fund Management Ltd |
72 |
WealthTrust Axiom LLC |
72 |
PRW Wealth Management LLC |
72 |
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
72 |
Dowling & Yahnke Llc |
72 |
Transamerica Partners Funds Group Ii |
72 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
72 |
Scout Investments, Inc. |
72 |
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
72 |
University Of Texas/texas Am Investment Managment Co |
72 |
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
72 |
Transamerica Partners Funds Group |
72 |
Ab Pooling Portfolios |
72 |
Man Investments Ltd |
72 |
First Financial Corp /in/ |
72 |
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
72 |
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
72 |
Wealthbridge Capital Management, Llc |
72 |
Gargoyle Investment Advisor L.L.C. |
72 |
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
72 |
Xtx Markets Llc |
72 |
IPG Investment Advisors LLC |
72 |
Caitlin John, LLC |
72 |
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF |
72 |
Parisi Gray Wealth Management |
72 |
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
72 |
Corrado Advisors, Llc |
72 |
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
72 |
Fieldview Capital Management, LLC |
72 |
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
71 |
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
71 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
71 |
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
71 |
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
71 |
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
71 |
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
71 |
Ridgewood Investments LLC |
71 |
Monarch Partners Asset Management LLC |
71 |
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
71 |
Willingdon Wealth Management |
71 |
Pekin Hardy Strauss, Inc. |
71 |
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
71 |
Aptus Capital Advisors, LLC |
71 |
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF |
71 |
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
71 |
Isthmus Partners, Llc |
71 |
Canton Hathaway, LLC |
71 |
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
71 |
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
71 |
Bellwether Investment Group, LLC |
71 |
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
71 |
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
71 |
National Pension Service |
71 |
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
71 |
Windsor Creek Advisors, Llc |
71 |
Harbourvest Partners Llc |
71 |
CenturyLink Investment Management Co |
71 |
Griffin Asset Management, Inc. |
71 |
AMG National Trust Bank |
71 |
Hallmark Capital Management Inc |
71 |
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
71 |
Cranbrook Wealth Management, LLC |
71 |
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
71 |
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
71 |
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
71 |
VCSBX - VALIC Co II - Strategic Bond Fund |
71 |
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
71 |
Woodmont Investment Counsel Llc |
71 |
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
71 |
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
71 |
Filbrandt Wealth Management, LLC |
71 |
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF |
71 |
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
71 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
71 |
Creekmur Asset Management LLC |
71 |
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
71 |
Ellsworth Growth & Income Fund Ltd |
71 |
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
71 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
71 |
Lakeview Capital Partners, LLC |
71 |
Gierl Augustine Investment Management Inc |
71 |
EULAV Asset Management |
71 |
Bb Biotech Ag |
71 |
IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
71 |
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
71 |
Handelsinvest Investeringsforvaltning |
71 |
Clearview Wealth Advisors LLC |
71 |
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I |
70 |
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
70 |
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
70 |
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
70 |
Texas Yale Capital Corp. |
70 |
Rosalind Advisors, Inc. |
70 |
DSC Advisors, L.P. |
70 |
Curi Wealth Management, LLC |
70 |
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
70 |
Groupama Asset Managment |
70 |
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
70 |
New Age Alpha Advisors, LLC |
70 |
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
70 |
Insight Capital Research & Management Inc |
70 |
Delta Lloyd Nv |
70 |
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
70 |
Atticus Wealth Management, Llc |
70 |
Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
70 |
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A |
70 |
Operose Advisors LLC |
70 |
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
70 |
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P |
70 |
Stone House Investment Management, LLC |
70 |
Ferris Capital, Llc |
70 |
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
70 |
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
70 |
Americana Partners, LLC |
70 |
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
70 |
Arden Trust Co |
70 |
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
70 |
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
70 |
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
70 |
Retirement Planning Co of New England, Inc. |
70 |
NorthRock Partners, LLC |
70 |
Legacy Advisors, LLC |
70 |
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity |
70 |
Knoll Capital Management, LLC |
70 |
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
70 |
Kcm Investment Advisors Llc |
70 |
Dunhill Financial, LLC |
70 |
Thoroughbred Financial Services, Llc |
70 |
Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
70 |
Quaker Wealth Management, LLC |
70 |
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
70 |
York Capital Management Global Advisors, LLC |
70 |
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
70 |
Security National Trust Co |
70 |
Gmt Capital Corp |
70 |
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
70 |
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF |
70 |
6 Meridian |
70 |
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
70 |
Transamerica Partners Portfolios |
70 |
Gerstein Fisher |
70 |
Allianzgi Convertible & Income Fund |
70 |
ARTJX - ARTISAN PARTNERS FUNDS INC - Artisan International Small-Mid Fund Investor Shares |
70 |
Allianzgi Convertible & Income Fund Ii |
70 |
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
70 |
First Bank & Trust |
70 |
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
69 |
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
69 |
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
69 |
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
69 |
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
69 |
Tuttle Tactical Management LLC |
69 |
Dynamic Capital Management Ltd |
69 |
Elo Mutual Pension Insurance Co |
69 |
Whitener Capital Management, Inc. |
69 |
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
69 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
69 |
PENN SERIES FUNDS INC - Small Cap Value Fund |
69 |
LMR Master Fund Ltd |
69 |
PENN SERIES FUNDS INC - Smid Cap Growth Fund |
69 |
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
69 |
Apis Capital Advisors, LLC |
69 |
Advanced Series Trust - Ast High Yield Portfolio |
69 |
Kingswood Wealth Advisors, Llc |
69 |
GoalVest Advisory LLC |
69 |
Stratos Wealth Advisors, LLC |
69 |
Old North State Trust, LLC |
69 |
First Command Financial Services, Inc. |
69 |
Salomon & Ludwin, LLC |
69 |
Marketocracy Funds |
69 |
Guardian Life Insurance Co Of America |
69 |
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
69 |
First Command Advisory Services, Inc. |
69 |
First Foundation Advisors |
69 |
Intact Investment Management Inc. |
69 |
SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
69 |
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
69 |
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
69 |
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF |
69 |
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
69 |
Concentric Capital Strategies, LP |
69 |
Bank Of Hawaii |
69 |
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
69 |
Intrinsic Edge Capital Management LLC |
69 |
Kepos Capital LP |
69 |
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
69 |
Lake Point Wealth Management |
69 |
Capital International Ltd /ca/ |
69 |
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I |
69 |
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
69 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
69 |
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
69 |
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I |
69 |
Pictet & Cie (Europe) SA |
69 |
Farmers & Merchants Trust Co of Chambersburg PA |
69 |
Rossby Financial, LCC |
69 |
Polymer Capital Management (US) LLC |
68 |
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
68 |
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
68 |
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV |
68 |
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
68 |
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
68 |
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
68 |
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
68 |
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T |
68 |
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
68 |
Advantage Advisers Xanthus Fund, L.l.c. |
68 |
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 |
68 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class |
68 |
Northpointe Capital Llc |
68 |
Guggenheim Strategic Opportunities Fund |
68 |
Harvey Capital Management Inc |
68 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
68 |
CM Management, LLC |
68 |
Pin Oak Investment Advisors Inc |
68 |
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
68 |
RHJ International SA |
68 |
Mission Wealth Management, Lp |
68 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
68 |
Hennessy Advisors Inc |
68 |
BlackRock ETF Trust II - BlackRock Flexible Income ETF |
68 |
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
68 |
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 |
68 |
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
68 |
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional |
68 |
Voleon Capital Management Lp |
68 |
GDNA - Goldman Sachs ETF Trust - Goldman Sachs Motif Human Evolution ETF |
68 |
Abich Financial Wealth Management LLC |
68 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
68 |
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
68 |
Eaton Vance Senior Floating Rate Trust |
68 |
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
68 |
Manning & Napier Advisors Llc |
68 |
Ibex Wealth Advisors |
68 |
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares |
68 |
Personal Capital Advisors Corp |
68 |
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund |
68 |
Kowal Investment Group, LLC |
68 |
Zurich Insurance Group Ltd/FI |
68 |
Folger Hill Asset Management LP |
68 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
68 |
Bray Capital Advisors |
68 |
Rs Investment Trust |
68 |
APBAX - Cavanal Hill Funds - Active Core Fund Investor |
68 |
Tributary Capital Management, LLC |
68 |
BlackRock Capital Allocation Trust |
68 |
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I |
68 |
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A |
68 |
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
68 |
Choate Investment Advisors |
67 |
WealthStone, Inc. |
67 |
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
67 |
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio |
67 |
Bahl & Gaynor Inc |
67 |
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A |
67 |
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
67 |
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
67 |
Highstreet Asset Management Inc. |
67 |
CarsonAllaria Wealth Management, Ltd. |
67 |
Mbb Public Markets I Llc |
67 |
Financial Network Wealth Advisors LLC |
67 |
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
67 |
Oppenheimer Quest For Value Funds |
67 |
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares |
67 |
F/M Investments LLC |
67 |
Bancroft Fund Ltd |
67 |
Pensionmark Financial Group, Llc |
67 |
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A |
67 |
Intersect Capital LLC |
67 |
Symmetry Partners, LLC |
67 |
Smallcap World Fund Inc |
67 |
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
67 |
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A |
67 |
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares |
67 |
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
67 |
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
67 |
First Command Bank |
67 |
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund |
67 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
67 |
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
67 |
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
67 |
PFS Partners, LLC |
67 |
Oracle Investment Management Inc |
67 |
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
67 |
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A |
67 |
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
67 |
Eaton Vance Senior Income Trust |
67 |
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
67 |
Global Wealth Strategies & Associates |
67 |
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
67 |
Legg Mason Investment Counsel & Trust Co., N.A. |
67 |
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
67 |
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A |
67 |
Ativo Capital Management LLC |
67 |
Maple Securities Usa Inc |
67 |
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
67 |
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares |
67 |
IFG Advisory, LLC |
67 |
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
67 |
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
67 |
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I |
67 |
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
67 |
Smith Group Asset Management, LLC |
67 |
Essex Financial Services, Inc. |
67 |
Allegheny Financial Group LTD |
67 |
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares |
67 |
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
67 |
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional |
67 |
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
67 |
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
66 |
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
66 |
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
66 |
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A |
66 |
1620 Investment Advisors, Inc. |
66 |
Heartland Advisors Inc |
66 |
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
66 |
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF |
66 |
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
66 |
ISAM Funds (UK) Ltd |
66 |
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
66 |
Prentiss Smith & Co Inc |
66 |
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
66 |
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
66 |
Jackson Square Capital, Llc |
66 |
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
66 |
Joseph P. Lucia & Associates, LLC |
66 |
King Wealth |
66 |
Wedmont Private Capital |
66 |
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
66 |
Bryn Mawr Capital Management Inc |
66 |
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
66 |
Doyle Wealth Management |
66 |
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
66 |
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
66 |
EA Series Trust |
66 |
McElhenny Sheffield Capital Management, LLC |
66 |
Exane Asset Management |
66 |
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P |
66 |
Metis Global Partners, LLC |
66 |
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
66 |
Zullo Investment Group, Inc. |
66 |
Brick & Kyle, Associates |
66 |
Acap Strategic Fund |
66 |
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
66 |
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
66 |
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
66 |
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
66 |
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
66 |
Zazove Associates Llc |
66 |
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
66 |
Verity Asset Management, Inc. |
66 |
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
66 |
25 Llc |
66 |
Hazlett, Burt & Watson, Inc. |
66 |
Annapolis Financial Services, LLC |
66 |
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
66 |
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
66 |
Carolina Wealth Advisors, LLC |
66 |
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
66 |
John Hancock Hedged Equity & Income Fund |
66 |
Gabelli Convertible & Income Securities Fund Inc |
66 |
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund |
66 |
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
66 |
CR Intrinsic Investors, LLC |
66 |
Rock Creek Group, LP |
66 |
Privium Fund Management (UK) Ltd |
66 |
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio |
66 |
TCTC Holdings, LLC |
66 |
Wellington Shields & Co., LLC |
66 |
GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
66 |
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
66 |
Eaton Vance Floating-rate Income Trust |
66 |
Gabelli Global Small & Mid Cap Value Trust |
66 |
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
66 |
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
66 |
Tema ETF Trust - Tema Oncology ETF |
66 |
HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF |
65 |
Welch & Forbes Llc |
65 |
Kathmere Capital Management, LLC |
65 |
Ipswich Investment Management Co., Inc. |
65 |
Edmond De Rothschild (suisse) S.a. |
65 |
Easterly Investment Partners Llc |
65 |
Jnl Series Trust - Jnl/wmc Balanced Fund (a) |
65 |
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
65 |
Prescott Group Capital Management, L.l.c. |
65 |
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
65 |
WMS Partners, LLC |
65 |
Trust Co Of Toledo Na /oh/ |
65 |
Tiedemann Advisors, Llc |
65 |
Worldquant Millennium Advisors Llc |
65 |
Pflug Koory, LLC |
65 |
Herndon Capital Management Llc |
65 |
Twin Capital Management Inc |
65 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
65 |
JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
65 |
S&t Bank/pa |
65 |
ProVise Management Group, LLC |
65 |
Greenland Capital Management LP |
65 |
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
65 |
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
65 |
Hexavest Inc. |
65 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
65 |
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
65 |
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A |
65 |
GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A |
65 |
Livingston Group Asset Management CO (operating as Southport Capital Management) |
65 |
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
65 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
65 |
Scoggin Management Lp |
65 |
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
65 |
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
65 |
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
65 |
Discovery Capital Management, Llc / Ct |
65 |
Boussard & Gavaudan Investment Management LLP |
65 |
Bck Capital Management Lp |
65 |
Nbt Bank N A /ny |
65 |
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
65 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 |
65 |
Boxer Capital Management, LLC |
65 |
Cornerstone Investment Partners, LLC |
65 |
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A |
65 |
Standard Family Office LLC |
65 |
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
65 |
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
65 |
Aureus Asset Management, LLC |
65 |
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
65 |
TCG Crossover Management, LLC |
65 |
Romano Brothers And Company |
65 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
65 |
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
65 |
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A |
65 |
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund |
65 |
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB |
65 |
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
65 |
Teton Westwood Funds |
65 |
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A |
65 |
EHP Funds Inc. |
65 |
Friess Associates Llc |
65 |
Wrapmanager Inc |
65 |
Allegis Investment Advisors, LLC |
65 |
Rocky Mountain Advisers, Llc |
65 |
Zions Bancorporation, National Association /ut/ |
65 |
111 Capital |
65 |
Binnacle Investments Inc |
65 |
Farringdon Capital, Ltd. |
65 |
Sig Brokerage, Lp |
64 |
Dogwood Wealth Management LLC |
64 |
GFS Advisors, LLC |
64 |
Wealth Alliance |
64 |
Triad Wealth Partners, LLC |
64 |
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
64 |
AlphaOne Investment Services, LLC |
64 |
Piershale Financial Group, Inc. |
64 |
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
64 |
Virtus Alternative Investment Advisers, Inc. |
64 |
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
64 |
Norinchukin Bank, The |
64 |
Reynders McVeigh Capital Management, LLC |
64 |
Owl Creek Asset Management, L.P. |
64 |
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
64 |
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
64 |
Modera Wealth Management, LLC |
64 |
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
64 |
Reuter James Wealth Management, Llc |
64 |
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF |
64 |
Eisler Capital (US) LLC |
64 |
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class |
64 |
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
64 |
McCarthy Asset Management, Inc. |
64 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class |
64 |
Tejara Capital Ltd |
64 |
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
64 |
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
64 |
RPG Investment Advisory, LLC |
64 |
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
64 |
Platform Technology Partners |
64 |
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
64 |
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A |
64 |
Caxton Corp |
64 |
Waldron Private Wealth LLC |
64 |
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
64 |
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
64 |
Legg Mason Investment Counsel, LLC |
64 |
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
64 |
Northern Oak Wealth Management Inc |
64 |
First Pacific Financial |
64 |
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
64 |
Courier Capital Llc |
64 |
Aevitas Wealth Management, Inc. |
64 |
Apex Capital Management |
64 |
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
64 |
Acorn Wealth Advisors, LLC |
64 |
Spears Abacus Advisors LLC |
64 |
Foundations Investment Advisors, LLC |
64 |
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I |
64 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
64 |
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A |
64 |
Nelson Capital Management, LLC |
64 |
Pillar Pacific Capital Management Llc |
64 |
Princeton Capital Management Llc |
64 |
VisionPoint Advisory Group, LLC |
64 |
Private Advisors, LLC |
64 |
Carnegie Capital Asset Management, LLC |
64 |
Lowe Wealth Advisors, LLC |
64 |
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class |
64 |
New Jersey Better Educational Savings Trust |
64 |
Kentucky Retirement Systems |
64 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
64 |
V-Square Quantitative Management LLC |
64 |
Ovata Capital Management Ltd |
64 |
Game Plan Financial Advisors, LLC |
64 |
Thomas J. Herzfeld Advisors, Inc. |
64 |
American Financial Network Advisory Services Llc |
64 |
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
63 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
63 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
63 |
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
63 |
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
63 |
Polianta Ltd |
63 |
Sigma Capital Management Llc |
63 |
Banco BTG Pactual S.A. |
63 |
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
63 |
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
63 |
Lebenthal Asset Management, LLC |
63 |
Pacific Center for Financial Services |
63 |
BBT Capital Management, LLC |
63 |
Curian Capital Llc |
63 |
Corsair Capital Management, L.p. |
63 |
AlphaCore Capital LLC |
63 |
Grace Capital |
63 |
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
63 |
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
63 |
CapWealth Advisors, LLC |
63 |
Eisler Capital (UK) Ltd. |
63 |
Claybrook Capital, LLC |
63 |
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
63 |
New Millennium Group LLC |
63 |
Numerai GP LLC |
63 |
Nations Financial Group Inc, /ia/ /adv |
63 |
Argent Capital Management Llc |
63 |
Shufro Rose & Co Llc |
63 |
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
63 |
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
63 |
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
63 |
Avanza Fonder AB |
63 |
NuWave Investment Management, LLC |
63 |
EFG Asset Management (North America) Corp. |
63 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
63 |
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
63 |
O'Dell Group, LLC |
63 |
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
63 |
Ridgeworth Funds |
63 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
63 |
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund |
63 |
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
63 |
Kentucky Retirement Systems Insurance Trust Fund |
63 |
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
63 |
DT Investment Partners, LLC |
63 |
Amica Mutual Insurance Co |
63 |
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV |
63 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class |
63 |
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
63 |
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF |
63 |
First Heartland Consultants, Inc. |
63 |
Capital Advisory Group Advisory Services, LLC |
63 |
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
63 |
Fidelity Central Investment Portfolios LLC - Fidelity Health Care Central Fund |
63 |
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
63 |
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
63 |
TrimTabs Asset Management, LLC |
63 |
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
63 |
Alpha Cubed Investments, LLC |
63 |
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A |
63 |
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
63 |
Orion Capital Management LLC |
63 |
Trust Co |
63 |
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
63 |
Quantessence Capital LLC |
63 |
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
62 |
Impax Asset Management Group plc |
62 |
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
62 |
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
62 |
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
62 |
Redpoint Investment Management Pty Ltd |
62 |
Meiji Yasuda Life Insurance Co |
62 |
Amici Capital, LLC |
62 |
Morse Asset Management, Inc |
62 |
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I |
62 |
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
62 |
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
62 |
Oarsman Capital, Inc. |
62 |
DSAM Partners (London) Ltd |
62 |
WESPAC Advisors SoCal, LLC |
62 |
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I |
62 |
Virtus Global Dividend & Income Fund Inc. |
62 |
FSA Wealth Management LLC |
62 |
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
62 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
62 |
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
62 |
RPg Family Wealth Advisory, LLC |
62 |
Chiron Investment Management, LLC |
62 |
Woodstock Corp |
62 |
First PREMIER Bank |
62 |
Syverson Strege & Co |
62 |
Amica Retiree Medical Trust |
62 |
Mfs Charter Income Trust |
62 |
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A |
62 |
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
62 |
Searle & Co. |
62 |
Tamarack Advisers, LP |
62 |
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A |
62 |
BML Capital Management, LLC |
62 |
VHCP Management II, LLC |
62 |
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
62 |
iA Global Asset Management Inc. |
62 |
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A |
62 |
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
62 |
Ninety One UK Ltd |
62 |
Clear Creek Financial Management, LLC |
62 |
Twin Securities, Inc. |
62 |
Stonehage Fleming Financial Services Holdings Ltd |
62 |
Allen Investment Management LLC |
62 |
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB |
62 |
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class |
62 |
Financial Engines Advisors L.L.C. |
62 |
Ten Capital Wealth Advisors, LLC |
62 |
Clark Estates Inc/ny |
62 |
Adamant Biomedical Investments AG |
62 |
Journey Strategic Wealth Llc |
62 |
Ford Financial Group, LLC |
62 |
180 Wealth Advisors, Llc |
62 |
W.G. Shaheen & Associates DBA Whitney & Co |
62 |
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
62 |
Clearbridge, Llc |
62 |
Cahill Financial Advisors Inc |
62 |
Vaughan Nelson Investment Management, L.p. |
61 |
Munder Capital Management |
61 |
Advocacy Wealth Management Services, LLC |
61 |
Summit X, LLC |
61 |
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund |
61 |
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
61 |
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia |
61 |
Fairmount Funds Management LLC |
61 |
Kellner Capital, LLC |
61 |
HYLD - Exchange Listed Funds Trust - High Yield ETF |
61 |
MANA Advisors LLC |
61 |
IFM Investors Pty Ltd |
61 |
HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class |
61 |
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
61 |
Western Wealth Management, LLC |
61 |
Bienville Capital Management, LLC |
61 |
Institute for Wealth Management, LLC. |
61 |
Wade G W & Inc |
61 |
Manatuck Hill Partners, LLC |
61 |
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I |
61 |
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
61 |
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A |
61 |
ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
61 |
DCF Advisers, LLC |
61 |
Ramius Advisors Llc |
61 |
STXV - EA Series Trust - Strive 1000 Value ETF |
61 |
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund |
61 |
MPS Loria Financial Planners, LLC |
61 |
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
61 |
Ostrum Asset Management |
61 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 |
61 |
PGGM Investments |
61 |
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
61 |
Ckw Financial Group |
61 |
Logan Capital Management Inc |
61 |
Planned Solutions, Inc. |
61 |
Affinity Investment Advisors, Llc |
61 |
Braun Stacey Associates Inc |
61 |
RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
61 |
Thomas White International Ltd |
61 |
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
61 |
Moran Wealth Management, LLC |
61 |
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF |
61 |
RBB FUND, INC. - Aquarius International Fund |
61 |
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares |
61 |
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund |
61 |
Solstein Capital, LLC |
61 |
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
61 |
Semanteon Capital Management, LP |
61 |
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) |
61 |
Banco de Sabadell, S.A |
61 |
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
61 |
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
61 |
Resona Asset Management Co.,Ltd. |
61 |
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
60 |
CLARET ASSET MANAGEMENT Corp |
60 |
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares |
60 |
PRNT - Ark ETF Trust - The 3D Printing ETF |
60 |
Cutter Capital Management, LP |
60 |
Cca Investments Trust |
60 |
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
60 |
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
60 |
Weaver C. Barksdale & Associates, Inc. |
60 |
Barnett & Company, Inc. |
60 |
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
60 |
MML Series Investment Fund II - MML Blend Fund Initial Class |
60 |
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
60 |
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
60 |
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
60 |
1st Global Advisors, Inc. |
60 |
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
60 |
Peoples Financial Services Corp. |
60 |
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class |
60 |
FormulaFolio Investments, LLC |
60 |
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
60 |
NorthCrest Asset Manangement, LLC |
60 |
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest |
60 |
Bulldog Investors, LLP |
60 |
Wright Investors Service Inc |
60 |
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
60 |
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
60 |
Antara Capital LP |
60 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC |
60 |
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
60 |
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
60 |
Chilton Investment Co Llc |
60 |
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares |
60 |
OneAscent Financial Services LLC |
60 |
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
60 |
Alphagen Securities Llc |
60 |
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
60 |
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
60 |
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
60 |
Jasper Ridge Partners, L.P. |
60 |
Piscataqua Savings Bank |
60 |
VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares |
60 |
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
60 |
Frazier Management Llc |
60 |
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
60 |
Antonetti Capital Management LLC |
60 |
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A |
60 |
Douglass Winthrop Advisors, LLC |
60 |
Tdam Usa Inc. |
60 |
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
60 |
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 |
60 |
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
60 |
Shanda Payment Holdings Ltd. |
60 |
Miles Capital, Inc. |
60 |
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A |
60 |
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
60 |
Cannon Global Investment Management, LLC |
60 |
Safeguard Investment Advisory Group, LLC |
60 |
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
60 |
Richard Bernstein Advisors LLC |
60 |
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
60 |
One Capital Management, LLC |
60 |
Glenview Trust Co |
60 |
EMC Capital Management |
60 |
Harvard Management Co Inc |
60 |
Norden Group Llc |
60 |
Trilogy Capital Inc. |
60 |
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I |
60 |
Inscription Capital, LLC |
59 |
Johnson Midwest Financial, LLC |
59 |
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
59 |
Pvg Asset Management Corp |
59 |
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
59 |
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
59 |
Catamount Wealth Management |
59 |
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
59 |
Delos Wealth Advisors, LLC |
59 |
Mcdonald Partners Llc |
59 |
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
59 |
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
59 |
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A |
59 |
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
59 |
Red Door Wealth Management, LLC |
59 |
Hilton Capital Management, LLC |
59 |
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional |
59 |
Keystone Financial Group |
59 |
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
59 |
Alaska Permanent Fund Corp |
59 |
Perritt Capital Management Inc |
59 |
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
59 |
IBRN - iSHARES TRUST - iShares Neuroscience and Healthcare ETF |
59 |
Tiaa, Fsb |
59 |
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 |
59 |
Headinvest, Llc |
59 |
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
59 |
Islay Capital Management, Llc |
59 |
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
59 |
Kessler Investment Group, LLC |
59 |
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares |
59 |
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
59 |
Vigilare Wealth Management |
59 |
Li Winifred I |
59 |
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class |
59 |
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares |
59 |
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
59 |
Stonehage Fleming (uk) Ltd |
59 |
Industrial Alliance Investment Management Inc. |
59 |
Botty Investors LLC |
59 |
TradeLink Capital LLC |
59 |
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
59 |
Financial Enhancement Group LLC |
59 |
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A |
59 |
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
59 |
Renaissance Group Llc |
59 |
Guyasuta Investment Advisors Inc |
59 |
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class |
59 |
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional |
59 |
Strategic Wealth Advisors Group, LLC |
59 |
Anchor Capital Advisors Llc |
59 |
Heck Capital Advisors, LLC |
59 |
Independence Capital Asset Partners, LLC |
59 |
Nuveen Multi-Asset Income Fund |
59 |
Semmax Financial Advisors Inc. |
59 |
Mid Atlantic Financial Management Inc/adv |
59 |
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
59 |
Rs Variable Products Trust |
59 |
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
59 |
Thb Asset Management |
59 |
Price Wealth Management, Inc. |
59 |
IAG Wealth Partners, LLC |
59 |
Thompson Investment Management, Inc. |
59 |
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
59 |
Vivaldi Capital Management, LLC |
59 |
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class |
59 |
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF |
59 |
First Turn Management, LLC |
59 |
Chicago Capital Management, LLC |
59 |
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
59 |
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF |
59 |
Bryce Point Capital, LLC |
59 |
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
58 |
New England Capital Financial Advisors LLC |
58 |
Scarborough Advisors, LLC |
58 |
Nuveen Core Equity Alpha Fund |
58 |
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
58 |
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
58 |
Omega Advisors Inc. |
58 |
Polaris Wealth Advisory Group, LLC |
58 |
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard |
58 |
McGlone Suttner Wealth Management, Inc. |
58 |
Park West Asset Management LLC |
58 |
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF |
58 |
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
58 |
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A |
58 |
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
58 |
Hotchkis & Wiley Capital Management Llc |
58 |
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
58 |
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A |
58 |
Argent Advisors, Inc. |
58 |
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
58 |
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund |
58 |
Halpern Financial, Inc. |
58 |
First American Bank |
58 |
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
58 |
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A |
58 |
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
58 |
Malaga Cove Capital, LLC |
58 |
Mfs Multimarket Income Trust |
58 |
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
58 |
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class |
58 |
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
58 |
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
58 |
Atomi Financial Group, Inc. |
58 |
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF |
58 |
Signition Lp |
58 |
GGBFX - GuideStone Funds - Global Bond Fund Investor |
58 |
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
58 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
58 |
Century Capital Management, LLC |
58 |
Corbenic Partners LLC |
58 |
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio |
58 |
Altium Wealth Management LLC |
58 |
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A |
58 |
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
58 |
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 |
58 |
Wakefield Asset Management LLLP |
58 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
58 |
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class |
58 |
North Star Asset Management Inc |
58 |
Asahi Life Asset Management Co., Ltd. |
58 |
Seeyond |
58 |
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
58 |
Morgens Waterfall Vintiadis & Co Inc |
58 |
Summit Partners Public Asset Management, Llc |
58 |
Sawgrass Asset Management Llc |
58 |
Investors Asset Management Of Georgia Inc /ga/ /adv |
58 |
FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF |
58 |
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class |
58 |
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF |
58 |
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) |
58 |
LBA Wealth Management, LLC |
58 |
Leisure Capital Management |
58 |
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A |
58 |
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
58 |
Lloyd Advisory Services, LLC. |
58 |
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
58 |
Kozak & Associates, Inc. |
58 |
Urban Wealth Management, LLC |
58 |
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
58 |
Darwin Global Management, Ltd. |
58 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
57 |
Advisors Capital Management, LLC |
57 |
Haverford Trust Co |
57 |
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
57 |
Roosevelt Investment Group Llc |
57 |
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A |
57 |
Deprince Race & Zollo Inc |
57 |
Solaris Asset Management Llc |
57 |
CI Global Investments Inc. |
57 |
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
57 |
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
57 |
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
57 |
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
57 |
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund |
57 |
Morton Brown Family Wealth, LLC |
57 |
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF |
57 |
Delphi Private Advisors LLC |
57 |
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund |
57 |
EHLS - Tidal Trust II - Even Herd Long Short ETF |
57 |
Ada Investment Management, LP |
57 |
Symphony Financial, Ltd. Co. |
57 |
Athos Capital Ltd |
57 |
Fortem Financial Group, Llc |
57 |
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
57 |
Mitsubishi UFJ Securities Holdings Co., Ltd. |
57 |
Daiwa Capital Markets America Inc. |
57 |
Intercontinental Wealth Advisors, LLC |
57 |
Bremer Trust National Association |
57 |
Halbert Hargrove Global Advisors, Llc |
57 |
Gilman Hill Asset Management, LLC |
57 |
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
57 |
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
57 |
Appleton Partners Inc/ma |
57 |
Boston Trust Walden Corp |
57 |
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund |
57 |
River Wealth Advisors LLC |
57 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
57 |
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
57 |
Robeco Schweiz AG |
57 |
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
57 |
Allostery Investments LP |
57 |
Tidemark, LLC |
57 |
RWM Asset Management, LLC |
57 |
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV |
57 |
New York Life Investments Alternatives |
57 |
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A |
57 |
Perennial Advisors, LLC |
57 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
57 |
Sfmg, Llc |
57 |
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares |
57 |
Boston Common Asset Management, LLC |
57 |
AQGNX - AQR Funds - AQR Global Equity Fund Class N |
57 |
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
57 |
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
57 |
Total Investment Management Inc |
57 |
Altus Wealth Group LLC |
57 |
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
57 |
Main Street Group, LTD |
57 |
Cfm Wealth Partners Llc |
57 |
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
57 |
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
57 |
Cleararc Capital Inc |
57 |
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
57 |
BOK Financial Private Wealth, Inc. |
57 |
West Branch Capital LLC |
57 |
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class |
57 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
57 |
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares |
57 |
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares |
57 |
Slow Capital, Inc. |
57 |
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF |
57 |
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF |
57 |
Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
57 |
Stonebridge Financial Group, LLC |
57 |
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
56 |
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF |
56 |
Trustmark National Bank Trust Department |
56 |
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E |
56 |
Blue Owl Capital Holdings LP |
56 |
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
56 |
Bnc Wealth Management, Llc |
56 |
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
56 |
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
56 |
Kamunting Street Capital Management, L.P. |
56 |
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A |
56 |
Godsey & Gibb Associates |
56 |
Future Financial Wealth Managment LLC |
56 |
Burleson & Company, LLC |
56 |
AIA Group Ltd |
56 |
PSCH - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Health Care ETF |
56 |
West Family Investments, Inc. |
56 |
Amussen Hunsaker Associates Llc |
56 |
Beck Mack & Oliver Llc |
56 |
Turtle Creek Wealth Advisors, LLC |
56 |
Emfo, Llc |
56 |
Rokos Capital Management LLP |
56 |
Gen-Wealth Partners Inc |
56 |
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
56 |
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class |
56 |
Ferguson Wellman Capital Management, Inc |
56 |
Sarissa Capital Management LP |
56 |
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P |
56 |
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class |
56 |
Wilmington Trust Co |
56 |
Kohmann Bosshard Financial Services, LLC |
56 |
Boston Financial Mangement Llc |
56 |
Crow Point Partners, LLC |
56 |
Hunting Hill Global Capital, LLC |
56 |
Northwest Financial Advisors |
56 |
40 North Management LLC |
56 |
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
56 |
Hodges Capital Management Inc. |
56 |
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
56 |
PENN SERIES FUNDS INC - Developed International Index Fund |
56 |
Athena Capital Advisors Llc |
56 |
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares |
56 |
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund |
56 |
Coatue Management Llc |
56 |
Thomasville National Bank |
56 |
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
56 |
M&G Plc |
56 |
Brandywine Oak Private Wealth Llc |
56 |
Marcum Wealth, LLC |
56 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
56 |
Oversea-Chinese Banking CORP Ltd |
56 |
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares |
56 |
Clear Investment Research, Llc |
56 |
Dividend Asset Capital, Llc |
56 |
Stux Capital Management, LLC |
56 |
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
56 |
Paragon Capital Management Ltd |
56 |
Pineridge Advisors LLC |
56 |
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
56 |
Oasis Management Co Ltd. |
56 |
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I |
56 |
Nicholas Company, Inc. |
56 |
Garrett Wealth Advisory Group, LLC |
56 |
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 |
56 |
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
56 |
Seelaus Asset Management LLC |
56 |
Desjardins Global Asset Management Inc. |
56 |
Quantum Capital Management |
56 |
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF |
56 |
Essex Savings Bank |
55 |
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF |
55 |
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
55 |
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A |
55 |
Temasek Holdings (Private) Ltd |
55 |
Lynx Investment Advisory |
55 |
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia |
55 |
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
55 |
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
55 |
Able Wealth Management LLC |
55 |
LM Advisors LLC |
55 |
Hound Partners, LLC |
55 |
Portside Wealth Group, LLC |
55 |
De Burlo Group Inc |
55 |
Copeland Capital Management, LLC |
55 |
Whitnell & Co. |
55 |
University Of Notre Dame Du Lac |
55 |
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
55 |
Cypress Capital Group |
55 |
Dearborn Partners Llc |
55 |
Aviance Capital Partners, LLC |
55 |
Family Firm, Inc. |
55 |
Garde Capital, Inc. |
55 |
Capital Management Associates /ny/ |
55 |
BLB&B Advisors, LLC |
55 |
Indiana Trust & Investment Management CO |
55 |
ARGI Investment Services, LLC |
55 |
American National Insurance Co /tx/ |
55 |
Cambiar Investors Llc |
55 |
LVW Advisors, LLC |
55 |
Trifecta Capital Advisors, LLC |
55 |
WealthPlan Investment Management, LLC |
55 |
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I |
55 |
Overland Advisors, LLC |
55 |
Redmond Asset Management, LLC |
55 |
Options Solutions, Llc |
55 |
aeris Capital Holding GmbH |
55 |
Fayez Sarofim & Co |
55 |
Kms Financial Services, Inc |
55 |
Jackson, Grant Investment Advisers, Inc. |
55 |
Herold Advisors, Inc. |
55 |
Heritage Trust Co |
55 |
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
55 |
HN Saltoro Capital, LP |
55 |
Investment Management Corp of Ontario |
55 |
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
55 |
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class |
55 |
McClarren Financial Advisors, Inc. |
55 |
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
55 |
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
55 |
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
55 |
Foresite Capital Management Iv, Llc |
55 |
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
55 |
Melqart Asset Management (uk) Ltd |
55 |
Copernicus Capital Management, Llc |
55 |
Redhawk Wealth Advisors, Inc. |
55 |
Graves-Light Private Wealth Management, Inc. |
55 |
Opti Capital Management, Lp |
55 |
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
55 |
Pacific Capital Wealth Advisors, Inc |
55 |
EPG Wealth Management LLC |
55 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
55 |
NSRIX - Northern Funds - Northern Global Sustainability Index Fund |
55 |
NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
55 |
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
55 |
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
55 |
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
55 |
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
55 |
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
55 |
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class |
55 |
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
55 |
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A |
55 |
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
55 |
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
55 |
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund |
55 |
GNOM - Global X Funds - Global X Genomics & Biotechnology ETF |
55 |
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
55 |
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
55 |
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
55 |
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
55 |
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
55 |
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
55 |
Caxton Associates Llp |
55 |
Cary Street Partners Financial Llc |
54 |
Kiley Juergens Wealth Management, Llc |
54 |
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 |
54 |
Bremer Bank National Association |
54 |
Aries Wealth Management |
54 |
Union Bancaire Privee, UBP SA |
54 |
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 |
54 |
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares |
54 |
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
54 |
Leuthold Group, Llc |
54 |
Beacon Capital Management, Inc. |
54 |
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
54 |
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A |
54 |
Visionary Asset Management, Inc. |
54 |
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
54 |
Meeder Advisory Services, Inc. |
54 |
Saturn V Capital Management LLC |
54 |
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A |
54 |
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I |
54 |
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF |
54 |
Blue Arrow Capital Management Llc |
54 |
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z |
54 |
EWG Elevate Inc. |
54 |
Bangor Savings Bank |
54 |
Unique Wealth Strategies, LLC |
54 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
54 |
Synergy Financial Management, LLC |
54 |
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
54 |
Glass Jacobson Investment Advisors llc |
54 |
Sii Investments Inc/wi |
54 |
AXS Investments LLC |
54 |
Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
54 |
VitalStone Financial, LLC |
54 |
Lion Point Capital, LP |
54 |
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF |
54 |
Richardson Financial Services Inc. |
54 |
Tygh Capital Management, Inc. |
54 |
RWC Asset Management LLP |
54 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
54 |
Cullinan Associates Inc |
54 |
Standard Life Investments LTD |
54 |
NOFIX - Northern Funds - Northern Fixed Income Fund |
54 |
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
54 |
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
54 |
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A |
54 |
Detwiler Fenton Investment Management LLC |
54 |
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF |
54 |
Investment House Llc |
54 |
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
54 |
Human Investing LLC |
54 |
VSR Financial Services, Inc. |
54 |
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) |
54 |
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
54 |
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
54 |
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
54 |
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund |
54 |
Bridges Investment Management Inc |
54 |
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class |
54 |
Dean Investment Associates, Llc |
54 |
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
54 |
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
54 |
Old Well Partners, LLC |
54 |
Palumbo Wealth Management LLC |
54 |
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
54 |
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF |
54 |
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF |
54 |
Altrinsic Global Advisors Llc |
54 |
Well Done, LLC |
54 |
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
54 |
PAX Financial Group, LLC |
53 |
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
53 |
Plancorp, LLC |
53 |
Great Diamond Partners, LLC |
53 |
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
53 |
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I |
53 |
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
53 |
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
53 |
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
53 |
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
53 |
Raab & Moskowitz Asset Management LLC |
53 |
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A |
53 |
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF |
53 |
Firestone Capital Management |
53 |
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
53 |
Two Roads Shared Trust - APEX HealthCare ETF |
53 |
VCULX - VALIC Co I - Growth Fund |
53 |
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
53 |
Douglas Lane & Associates, LLC |
53 |
Tower View Investment Management & Research LLC |
53 |
HCR Wealth Advisors |
53 |
Elmwood Wealth Management, Inc. |
53 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
53 |
Palladium Partners Llc |
53 |
Koss-Olinger Consulting, LLC |
53 |
Capstone Series Fund Inc |
53 |
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares |
53 |
Murphy Capital Management Inc |
53 |
Lynx1 Capital Management LP |
53 |
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares |
53 |
Beacon Investment Advisory Services, Inc. |
53 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
53 |
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A |
53 |
Grandfield & Dodd, Llc |
53 |
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
53 |
Boston Family Office Llc |
53 |
Nfj Investment Group, Llc |
53 |
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
53 |
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
53 |
EVNT - AltShares Trust - AltShares Event-Driven ETF |
53 |
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 |
53 |
FMED - FIDELITY COVINGTON TRUST - Fidelity Disruptive Medicine ETF |
53 |
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
53 |
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
53 |
Sumitomo Life Insurance Co |
53 |
Keel Point, LLC |
53 |
Exchange Capital Management, Inc. |
53 |
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
53 |
Us Financial Advisors, Llc |
53 |
JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A) |
53 |
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P |
53 |
Ironwood Investment Management Llc |
53 |
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
53 |
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF |
53 |
Gallacher Capital Management LLC |
53 |
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund |
53 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 |
53 |
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class |
53 |
Iron Horse Wealth Management, LLC |
53 |
Winton Capital Management Ltd |
53 |
Roundview Capital LLC |
53 |
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A |
53 |
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
53 |
Prudential Short Duration High Yield Fund, Inc. |
53 |
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
53 |
Western Asset Investment Grade Defined Opportunity Trust Inc. |
53 |
MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
53 |
Naples Global Advisors, Llc |
53 |
Crescent Grove Advisors, LLC |
53 |
Taylor Hoffman Wealth Management |
53 |
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
53 |
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
53 |
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
53 |
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
53 |
Equitable Trust Co |
53 |
HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
53 |
Doheny Asset Management /ca |
53 |
Zrc Wealth Management, Llc |
53 |
Zwj Investment Counsel Inc |
53 |
Lehman Financial Resources, Inc. |
53 |
Stonegate Investment Group, LLC |
53 |
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF |
53 |
Charter Trust Co |
53 |
Nuveen Fund Advisors, LLC |
53 |
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A |
53 |
Linden Thomas Advisory Services, LLC |
53 |
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% |
53 |
Crowley Wealth Management, Inc. |
53 |
Park Square Financial Group, LLC |
53 |
Mpwm Advisory Solutions, Llc |
52 |
Millstone Evans Group, LLC |
52 |
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 |
52 |
Groupe la Francaise |
52 |
Ascent Group, LLC |
52 |
Eidelman Virant Capital |
52 |
SageView Advisory Group, LLC |
52 |
Capital Investment Advisors, LLC |
52 |
Gabelli Equity Series Funds Inc |
52 |
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
52 |
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
52 |
Verde Servicos Internacionais S.A. |
52 |
Allianz Se |
52 |
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund |
52 |
Next Century Growth Investors Llc |
52 |
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
52 |
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF |
52 |
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF |
52 |
Hunter Associates Investment Management Llc |
52 |
Sierra Capital LLC |
52 |
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
52 |
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
52 |
Marathon Capital Management |
52 |
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
52 |
Mariner Wealth Advisors-NYC, LLC |
52 |
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
52 |
Marco Investment Management Llc |
52 |
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio |
52 |
Lee Danner & Bass Inc |
52 |
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M |
52 |
Morningstar Investment Services LLC |
52 |
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional |
52 |
Bleichroeder LP |
52 |
Railway Pension Investments Ltd |
52 |
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
52 |
CastleKnight Management LP |
52 |
Howard Wealth Management, Llc |
52 |
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
52 |
Coastline Trust Co |
52 |
Condor Capital Management |
52 |
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio |
52 |
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
52 |
XT - iSHARES TRUST - iShares Exponential Technologies ETF |
52 |
Dreman Value Management, L L C |
52 |
Peddock Capital Advisors, Llc |
52 |
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A |
52 |
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
52 |
Amplify ETF Trust - Amplify AI Powered Equity ETF |
52 |
Spearhead Capital Advisors, Llc |
52 |
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
52 |
Tealwood Asset Management Inc |
52 |
Proffitt & Goodson Inc |
52 |
BTC Capital Management, Inc. |
52 |
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
52 |
Barrett & Company, Inc. |
52 |
Abingworth LLP |
52 |
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund |
52 |
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
52 |
Acuitas Investments, LLC |
52 |
Smith, Moore & Co. |
52 |
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
52 |
Kimelman & Baird, LLC |
52 |
Jet Capital Investors L P |
52 |
True Link Financial Advisors, LLC |
52 |
Financial Advisors Network, Inc. |
52 |
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund |
52 |
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
52 |
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF |
52 |
Atlas Private Wealth Management |
52 |
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
52 |
Beese Fulmer Investment Management, Inc. |
52 |
GDOC - Goldman Sachs ETF Trust - Goldman Sachs Future Health Care Equity ETF |
52 |
Donald L. Hagan, LLC |
52 |
Balasa Dinverno & Foltz Llc |
52 |
F&C Asset Management plc |
52 |
B & T Capital Management DBA Alpha Capital Management |
52 |
AGNG - Global X Funds - Global X Longevity Thematic ETF |
52 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
52 |
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares |
52 |
Blackhawk Capital Partners LLC. |
52 |
United Asset Strategies, Inc. |
52 |
EFG Asset Management (Americas) Corp. |
52 |
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
52 |
Kim, Llc |
52 |
Core Alternative Capital |
52 |
VCCBX - VALIC Co II - Core Bond Fund |
52 |
Marietta Investment Partners Llc |
52 |
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
52 |
Westend Capital Management LLC |
52 |
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
52 |
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
52 |
Cedar Wealth Management, LLC |
52 |
Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
52 |
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
52 |
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
52 |
Rainier Investment Management Llc |
52 |
S&co Inc |
52 |
PrairieView Partners, LLC |
52 |
ARB - AltShares Trust - AltShares Merger Arbitrage ETF |
52 |
Frank, Rimerman Advisors LLC |
52 |
Plato Investment Management Ltd |
52 |
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares |
52 |
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
51 |
Graypoint LLC |
51 |
Camelot Portfolios, LLC |
51 |
Actinver Wealth Management, Inc. |
51 |
First National Trust Co |
51 |
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
51 |
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
51 |
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H |
51 |
Rossmore Private Capital |
51 |
NOCBX - Northern Funds - Northern Core Bond Fund |
51 |
CHURCHILL MANAGEMENT Corp |
51 |
Wealthsource Partners, Llc |
51 |
Dixon Hubard Feinour & Brown Inc/va |
51 |
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares |
51 |
Capital Advisors Inc/ok |
51 |
Aviance Capital Management, Llc |
51 |
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
51 |
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF |
51 |
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K |
51 |
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF |
51 |
Columbia Wanger Asset Management Llc |
51 |
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF |
51 |
Investment Centers Of America Inc |
51 |
Waratah Capital Advisors Ltd. |
51 |
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
51 |
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y |
51 |
Advantage Alpha Capital Partners LP |
51 |
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
51 |
Carnick & Kubik, LLC |
51 |
Capital Wealth Alliance, LLC |
51 |
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
51 |
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
51 |
MTM Investment Management, LLC |
51 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
51 |
Green Square Capital Advisors Llc |
51 |
Accent Capital Management, LLC |
51 |
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio |
51 |
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio |
51 |
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
51 |
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
51 |
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A |
51 |
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A |
51 |
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia |
51 |
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF |
51 |
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
51 |
Gyl Financial Synergies, Llc |
51 |
Symmetry Peak Management Llc |
51 |
Mediolanum International Funds Ltd |
51 |
Coston, McIsaac & Partners |
51 |
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
51 |
Park National Corp /oh/ |
51 |
Integre Asset Management, LLC |
51 |
Abel Hall, LLC |
51 |
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF |
51 |
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
51 |
Vanguard Specialized Funds |
51 |
New Leaf Venture Partners, L.L.C. |
51 |
Dfpg Investments, Llc |
51 |
Us Global Investors Funds |
51 |
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
51 |
Israel Discount Bank of New York |
51 |
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
51 |
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) |
51 |
Founders Financial Securities Llc |
51 |
Df Dent & Co Inc |
51 |
Heritage Investors Management Corp |
51 |
Euclid Advisors LLC |
51 |
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
51 |
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
51 |
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I |
51 |
TD Securities (USA) LLC |
51 |
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class |
51 |
Scopia Capital Management Lp |
51 |
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares |
51 |
Cowen Investment Management LLC |
51 |
Burrage Capital Management LLC |
51 |
Legacy Wealth Managment, LLC/ID |
51 |
Cramer Rosenthal Mcglynn Llc |
51 |
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
51 |
Tennessee Valley Asset Management Partners |
51 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II |
51 |
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio |
51 |
J.P. Turner & Co Capital Mnagement, LLC |
51 |
Dialectic Capital Management, Lp |
51 |
Fifth Third Wealth Advisors LLC |
51 |
Lebenthal Global Advisors, LLC |
51 |
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
51 |
Mraz, Amerine & Associates, Inc. |
51 |
Bain Capital Life Sciences Investors, LLC |
51 |
Krs Capital Management, Llc |
51 |
Paradigm Capital Management Inc/ny |
51 |
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
51 |
Banyan Partners, LLC |
51 |
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell |
51 |
G&S Capital LLC |
51 |
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF |
51 |
Horan Capital Advisors, LLC. |
51 |
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
51 |
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity |
51 |
Abn Amro Investment Solutions |
51 |
Vermillion Wealth Management, Inc. |
51 |
Provenance Wealth Advisors, LLC |
51 |
Capital A Wealth Management, LLC |
51 |
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 |
50 |
Aurora Investment Counsel |
50 |
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
50 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 |
50 |
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
50 |
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
50 |
Bell Rock Capital Llc |
50 |
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
50 |
Islet Management, LP |
50 |
Lloyds Banking Group plc |
50 |
Mount Lucas Management LP |
50 |
NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A |
50 |
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
50 |
Fortis Capital Advisors, LLC |
50 |
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
50 |
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
50 |
Cedar Mountain Advisors, LLC |
50 |
OmniStar Financial Group, Inc. |
50 |
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares |
50 |
Stancorp Investment Advisers Inc |
50 |
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
50 |
Lebenthal Holdings,LLC |
50 |
TIMOTHY PLAN - Timothy Strategic Variable |
50 |
BRC Investment Management LLC |
50 |
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
50 |
BSW Wealth Partners |
50 |
Azimuth Capital Management LLC |
50 |
5AM Venture Management, LLC |
50 |
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
50 |
Insigneo Advisory Services, Llc |
50 |
Karpus Management, Inc. |
50 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares |
50 |
Falcon Point Capital, Llc |
50 |
Woodley Farra Manion Portfolio Management Inc |
50 |
Mainstay Capital Management Llc /adv |
50 |
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
50 |
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
50 |
McMahon Financial Advisors, LLC |
50 |
Nuveen Credit Strategies Income Fund |
50 |
Summit Financial, LLC |
50 |
CHICAGO TRUST Co NA |
50 |
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
50 |
AT Bancorp |
50 |
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A |
50 |
Vinva Investment Management Ltd |
50 |
Sargent Investment Group, LLC |
50 |
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
50 |
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund |
50 |
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
50 |
Shamrock Asset Management LLC |
50 |
Legacy Investment Solutions, LLC |
50 |
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class |
50 |
Flaharty Asset Management, LLC |
50 |
Chicago Capital, LLC |
50 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
50 |
Exxonmobil Investment Management Inc /tx |
50 |
Westover Capital Advisors, LLC |
50 |
Pfs Investments Inc. |
50 |
GSB Wealth Management, LLC |
50 |
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC |
50 |
Oak Associates Ltd /oh/ |
50 |
Walled Lake Planning & Wealth Management, Llc |
50 |
Decatur Capital Management, Inc. |
50 |
Obermeyer Wood Investment Counsel, Lllp |
50 |
Bank Of Nova Scotia Trust Co |
50 |
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
50 |
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares |
50 |
Kaizen Advisory, Llc |
50 |
Bank Of The West |
50 |
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
50 |
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
50 |
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F |
50 |
La Banque Postale Asset Management SA |
50 |
OAIEX - Optimum Fund Trust - Optimum International Fund Class A |
50 |
Delek Group, Ltd. |
50 |
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
50 |
Register Financial Advisors LLC |
50 |
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF |
50 |
Mayflower Financial Advisors, LLC |
50 |
Apollo Management Holdings, L.P. |
50 |
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
49 |
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
49 |
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A |
49 |
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
49 |
PFG Private Wealth Management, LLC |
49 |
IMS Capital Management |
49 |
CCMG - EA Series Trust - CCM Global Equity ETF |
49 |
SeaBridge Investment Advisors LLC |
49 |
Odey Asset Management Group Ltd |
49 |
Main Street Financial Solutions, LLC |
49 |
N.E.W. Advisory Services LLC |
49 |
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
49 |
Biltmore Capital Advisors LLC |
49 |
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV |
49 |
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
49 |
Wellesley Asset Management |
49 |
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class |
49 |
Gilliland Jeter Wealth Management LLC |
49 |
MEDI - Harbor ETF Trust - Harbor Health Care ETF |
49 |
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
49 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class |
49 |
Strategic Global Advisors, LLC |
49 |
InterOcean Capital Group, LLC |
49 |
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
49 |
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
49 |
Live Your Vision, LLC |
49 |
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
49 |
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund |
49 |
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares |
49 |
Cohen & Steers, Inc. |
49 |
S.A. Mason LLC |
49 |
Naples Money Management LLC |
49 |
Icon Wealth Advisors, LLC |
49 |
Strategy Asset Managers Llc |
49 |
SFY - Tidal ETF Trust - SoFi Select 500 ETF |
49 |
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class |
49 |
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
49 |
Foresite Capital Management III, LLC |
49 |
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund |
49 |
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund |
49 |
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
49 |
Forefront Analytics, LLC |
49 |
Taylor Wealth Management Partners |
49 |
Motley Fool Asset Management LLC |
49 |
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A |
49 |
Marxe Austin W & Greenhouse David M |
49 |
TCG Advisory Services, LLC |
49 |
Gw Henssler & Associates Ltd |
49 |
United Bank |
49 |
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
49 |
Connective Capital Management, LLC |
49 |
Sonora Investment Management Group, LLC |
49 |
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
49 |
Letko, Brosseau & Associates Inc |
49 |
Alerus Financial Na |
49 |
Citizens Business Bank |
49 |
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
49 |
Siemens Fonds Invest GmbH |
49 |
Freedman Financial Associates, Inc. |
49 |
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
49 |
Todd Asset Management Llc |
49 |
Breton Hill Capital Ltd. |
49 |
Aua Capital Management, Llc |
49 |
Vestor Capital, Llc |
49 |
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
49 |
Howland Capital Management Llc |
49 |
FUKOKU MUTUAL LIFE INSURANCE Co |
49 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 |
49 |
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y |
49 |
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
49 |
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III |
49 |
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
49 |
American Trust |
49 |
Vanguard Morgan Growth Fund |
49 |
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
49 |
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
49 |
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
49 |
Ballew Advisors, Inc |
49 |
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
49 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
49 |
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
49 |
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF |
49 |
Cpwm, Llc |
49 |
Rakuten Investment Management, Inc. |
49 |
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF |
49 |
REAP Financial Group, LLC |
48 |
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K |
48 |
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
48 |
Regents Of The University Of California |
48 |
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund |
48 |
Liontrust Investment Partners LLP |
48 |
Daymark Wealth Partners, Llc |
48 |
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
48 |
Drive Wealth Management, Llc |
48 |
Hirschman Orin |
48 |
Santori & Peters, Inc. |
48 |
Comerica Securities Inc |
48 |
Krensavage Asset Management, LLC |
48 |
Northwest Wealth Management, Llc |
48 |
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
48 |
Alethea Capital Management, Llc |
48 |
Boenning & Scattergood, Inc. |
48 |
John Hancock Income Securities Trust |
48 |
White Pine Capital Llc |
48 |
Connectus Wealth, LLC |
48 |
Kopp Investment Advisors Llc |
48 |
Stonnington Group, Llc |
48 |
Baker Tilly Financial, Llc |
48 |
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
48 |
HWG Holdings LP |
48 |
P.a.w. Capital Corp |
48 |
Ray Gerald L & Associates Ltd |
48 |
J. Safra Sarasin Holding AG |
48 |
Vermillion & White Wealth Management Group, LLC |
48 |
Eaton Vance Short Duration Diversified Income Fund |
48 |
Keebeck Wealth Management, LLC |
48 |
Knowledge Leaders Capital, LLC |
48 |
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A |
48 |
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
48 |
SWS Partners |
48 |
VCSVX - VALIC Co II - Small Cap Value Fund |
48 |
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
48 |
Masso Torrence Wealth Management Inc. |
48 |
Falcon Edge Capital, LP |
48 |
Better Money Decisions, LLC |
48 |
Wilmington Trust, National Association |
48 |
Cavalier Investments, LLC |
48 |
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF |
48 |
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF |
48 |
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF |
48 |
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF |
48 |
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A |
48 |
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
48 |
Holistic Financial Partners |
48 |
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
48 |
Ronald Blue & Co Llc |
48 |
Gluskin Sheff & Assoc Inc |
48 |
Phoenix Wealth Advisors |
48 |
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
48 |
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
48 |
Mountain Capital Investment Advisors, Inc |
48 |
Calamos Long/Short Equity & Dynamic Income Trust |
48 |
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A |
48 |
Horrell Capital Management, Inc. |
48 |
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND |
48 |
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
48 |
Aris Wealth Services, Inc. |
48 |
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
48 |
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
48 |
Berkshire Asset Management Llc/pa |
48 |
Friedenthal Financial |
48 |
Camden Asset Management L P /ca |
48 |
Stanford Investment Group, Inc. |
48 |
MML Series Investment Fund II - MML Equity Fund Initial Class |
48 |
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
48 |
Trillium Asset Management, Llc |
48 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A |
48 |
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund |
48 |
Hurley Capital, LLC |
48 |
Syntal Capital Partners, LLC |
48 |
Guardian Capital Lp |
48 |
Diversify Advisory Services, LLC |
48 |
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
48 |
Legacy Wealth Asset Management, LLC |
48 |
Manning & Napier Group, LLC |
48 |
GURU - Global X Funds - Global X Guru Index ETF |
48 |
Omni Partners Llp |
48 |
Worth Asset Management, LLC |
48 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service |
48 |
AMERICAN FUNDS INSURANCE SERIES - U.S. Government/AAA-Rated Securities Fund Class 1 |
48 |
Capitolis Advisors LLC |
48 |
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
48 |
My Personal CFO, LLC |
48 |
Castle Wealth Management Llc |
48 |
Lion Street Advisors, LLC |
48 |
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares |
48 |
Skylands Capital, LLC |
48 |
9258 Wealth Management, LLC |
48 |
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
48 |
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
48 |
Hohimer Wealth Management, Llc |
48 |
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF |
48 |
Pfizer Inc |
48 |
Connable Office Inc |
48 |
VCBCX - VALIC Co I - Blue Chip Growth Fund |
48 |
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
48 |
Alpha Quant Advisors, Llc |
48 |
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class |
48 |
Franklin Ltd Duration Income Trust |
48 |
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
48 |
BKD Wealth Advisors, LLC |
48 |
SeaTown Holdings Pte. Ltd. |
48 |
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
48 |
Cortina Asset Management, LLC |
48 |
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
48 |
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional |
48 |
Madison Asset Management, LLC |
48 |
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF |
48 |
Surevest, LLC |
47 |
Invenomic Capital Management LP |
47 |
Sepio Capital, LP |
47 |
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
47 |
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
47 |
Fort Point Capital Partners LLC |
47 |
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
47 |
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
47 |
Fairfield Financial Advisors, LTD |
47 |
IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
47 |
Voya Senior Income Fund |
47 |
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A |
47 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
47 |
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
47 |
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
47 |
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
47 |
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class |
47 |
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
47 |
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
47 |
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 |
47 |
INNO - Harbor ETF Trust - Harbor Disruptive Innovation ETF |
47 |
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
47 |
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
47 |
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio |
47 |
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF |
47 |
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
47 |
PACIFIC SELECT FUND - Equity Index Portfolio Class I |
47 |
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
47 |
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund |
47 |
General Electric Co |
47 |
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares |
47 |
Ellsworth Advisors, LLC |
47 |
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
47 |
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
47 |
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
47 |
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
47 |
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
47 |
Genesee Valley Trust Co |
47 |
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
47 |
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
47 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
47 |
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio |
47 |
Degroof Petercam Asset Management |
47 |
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
47 |
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio |
47 |
Kelly Lawrence W & Associates Inc/ca |
47 |
NOSIX - Northern Funds - Northern Stock Index Fund |
47 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
47 |
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
47 |
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
47 |
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
47 |
ORG Wealth Partners, LLC |
47 |
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class |
47 |
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
47 |
Good Life Advisors, LLC |
47 |
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
47 |
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A |
47 |
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
47 |
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
47 |
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF |
47 |
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF |
47 |
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
47 |
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class |
47 |
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class |
47 |
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
47 |
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
47 |
PENN SERIES FUNDS INC - Index 500 Fund |
47 |
Amica Pension Fund Board Of Trustees |
47 |
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
47 |
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class |
47 |
Carl Domino Inc |
47 |
Profunds - Profund Vp Large-cap Value |
47 |
Cozad Asset Management Inc |
47 |
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
47 |
Spartan Fund Management Inc. |
47 |
Transform Wealth, LLC |
47 |
DecisionPoint Financial, LLC |
47 |
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
47 |
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
47 |
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
47 |
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
47 |
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
47 |
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
47 |
Abundance Wealth Counselors |
47 |
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
47 |
Busey Wealth Management |
47 |
Confluence Investment Management Llc |
47 |
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
47 |
Chesley Taft & Associates LLC |
47 |
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
47 |
Boyd Watterson Asset Management Llc/oh |
47 |
PYZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Basic Materials Momentum ETF |
47 |
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
47 |
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares |
47 |
Beirne Wealth Consulting Services, LLC |
47 |
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N |
47 |
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
47 |
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
47 |
Wall Street Access Asset Management, LLC |
47 |
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
47 |
Quad-Cities Investment Group, LLC |
47 |
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
47 |
Valence8 US LP |
47 |
Clearwater Capital Advisors, LLC |
47 |
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
47 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
47 |
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF |
47 |
Jeppson Wealth Management, Llc |
47 |
Everett Harris & Co /ca/ |
47 |
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
47 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
47 |
Great Lakes Retirement, Inc. |
47 |
IVE - iSHARES TRUST - iShares S&P 500 Value ETF |
47 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
47 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
47 |
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
47 |
Spdr S&p 500 Etf Trust |
47 |
Prudential Global Short Duration High Yield Fund, Inc. |
47 |
Carmel Capital Partners, LLC |
47 |
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 |
47 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A |
47 |
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
47 |
Syquant Capital Sas |
47 |
PartnerRe Asset Management CORP |
47 |
Profunds - Profund Vp Bull |
47 |
Mine & Arao Wealth Creation & Management, LLC. |
47 |
VSAGX - VALIC Co I - Small Cap Aggressive Growth Fund |
47 |
Cobblestone Capital Advisors Llc /ny/ |
47 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
47 |
VHCP Management, LLC |
47 |
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
47 |
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) |
47 |
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF |
47 |
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
47 |
McKinley Carter Wealth Services, Inc. |
47 |
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF |
47 |
Amplify ETF Trust - Amplify Treatments, Testing and Advancements ETF |
47 |
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
47 |
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF |
47 |
Supplemental Annuity Collective Trust of NJ |
47 |
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
47 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
47 |
Advanced Series Trust - Ast Mid-cap Growth Portfolio |
47 |
Cherry Tree Wealth Management, LLC |
47 |
Timpani Capital Management LLC |
47 |
Securian Funds Trust - SFT Index 500 Fund Class 1 |
47 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
47 |
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A |
47 |
Baltimore-Washington Financial Advisors, Inc. |
47 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
47 |
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
47 |
Profunds - Profund Vp Ultrabull |
47 |
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional |
47 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 |
47 |
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust |
47 |
Robertson Stephens Wealth Management, LLC |
47 |
Laidlaw Wealth Management LLC |
47 |
Canandaigua National Bank & Trust Co |
47 |
Nova Wealth Management, Inc. |
47 |
Marshall & Sterling Wealth Advisors Inc. |
46 |
Murphy & Mullick Capital Management Corp |
46 |
Credential Securities Inc. |
46 |
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF |
46 |
LVPIX - Profunds - Large-cap Value Profund Investor Class |
46 |
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
46 |
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
46 |
Sagefield Capital LP |
46 |
AustralianSuper Pty Ltd |
46 |
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class |
46 |
Invesco Senior Loan Fund |
46 |
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF |
46 |
Goelzer Investment Management, Inc. |
46 |
Foster Dykema Cabot & Partners, Llc |
46 |
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
46 |
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
46 |
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
46 |
Varma Mutual Pension Insurance Co |
46 |
Neville Rodie & Shaw Inc |
46 |
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class |
46 |
Grandview Asset Management LLC |
46 |
NINE MASTS CAPITAL Ltd |
46 |
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
46 |
Ratan Capital Management LP |
46 |
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
46 |
Nippon Life Global Investors Americas, Inc. |
46 |
ULPIX - Profunds - Ultrabull Profund Investor Class |
46 |
VSSGX - VALIC Co I - Small-Mid Growth Fund |
46 |
Global Income Builder Portfolio - Global Income Builder Portfolio |
46 |
Clal Insurance Enterprises Holdings Ltd |
46 |
Cim, Llc |
46 |
Haafor (Singapore) Pte. Ltd. |
46 |
Elgethun Capital Management |
46 |
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
46 |
Deuterium Capital Management, LLC |
46 |
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares |
46 |
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund |
46 |
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
46 |
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
46 |
Weil Company, Inc. |
46 |
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
46 |
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
46 |
Daiwa SB Investments Ltd. |
46 |
Avalon Trust Co |
46 |
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 |
46 |
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class |
46 |
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
46 |
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
46 |
Edge Capital Group, LLC |
46 |
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF |
46 |
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
46 |
American Financial Group Inc |
46 |
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
46 |
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
46 |
CHI Advisors LLC |
46 |
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class |
46 |
ICONIQ Capital, LLC |
46 |
Clarkston Capital Partners, LLC |
46 |
Aspect Partners, LLC |
46 |
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares |
46 |
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
46 |
Private Bank & Trust Co |
46 |
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
46 |
Western Standard LLC |
46 |
Fs Credit Income Fund |
46 |
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class |
46 |
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF |
46 |
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
46 |
Rampart Investment Management Company, LLC |
46 |
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
46 |
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
46 |
Haberer Registered Investment Advisor Inc |
46 |
Twin Focus Capital Partners, Llc |
46 |
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
46 |
Wealthstreet Investment Advisors, LLC |
46 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class |
46 |
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
46 |
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF |
46 |
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
46 |
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF |
46 |
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
46 |
Global Financial Private Capital, LLC |
46 |
Mairs & Power Inc |
46 |
CoreFirst Bank & Trust |
46 |
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
46 |
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
46 |
Private Wealth Partners, LLC |
46 |
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
46 |
Baxter Bros Inc |
46 |
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
46 |
Quintet Private Bank (Europe) S.A. |
46 |
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
46 |
Capital Wealth Planning, LLC |
46 |
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
46 |
BCJ Capital Management, LLC |
46 |
BLPIX - Profunds - Bull Profund Investor Class |
46 |
Rpo Llc |
46 |
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
46 |
Klingman & Associates, LLC |
46 |
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 |
46 |
Nuveen Floating Rate Income Fund |
46 |
AlpInvest Partners B.V. |
46 |
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
46 |
Prentice Wealth Management LLC |
46 |
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
46 |
Lavaca Capital Llc |
46 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y |
46 |
FAINX - MSS Series Trust - Fallen Angels Income Fund |
46 |
Atlantic Edge Private Wealth Management, LLC |
46 |
HITE Hedge Asset Management LLC |
46 |
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
46 |
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF |
46 |
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A |
46 |
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
46 |
Beech Hill Advisors, Inc. |
45 |
Gary Goldberg Planning Services Inc |
45 |
Quantedge Capital Pte Ltd |
45 |
Fulton Breakefield Broenniman Llc |
45 |
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) |
45 |
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF |
45 |
Resolute Advisors LLC |
45 |
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF |
45 |
Braun-Bostich & Associates Inc. |
45 |
PJP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Pharmaceuticals ETF |
45 |
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio |
45 |
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
45 |
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 |
45 |
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class |
45 |
Montecito Bank & Trust |
45 |
Stonebridge Capital Management Inc |
45 |
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
45 |
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF |
45 |
Stuart Chaussee & Associates, Inc. |
45 |
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
45 |
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
45 |
Partners Capital Investment Group, Llp |
45 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
45 |
Alphasimplex Group, Llc |
45 |
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
45 |
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
45 |
United Community Bank |
45 |
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
45 |
Payden & Rygel |
45 |
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
45 |
Patten & Patten Inc/tn |
45 |
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
45 |
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class |
45 |
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares |
45 |
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional |
45 |
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I |
45 |
Advance Capital I Inc |
45 |
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
45 |
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
45 |
QUANTRES ASSET MANAGEMENT Ltd |
45 |
LifePlan Financial Group, Inc |
45 |
Croft-leominster Inc |
45 |
Wealth Effects Llc |
45 |
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF |
45 |
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
45 |
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio |
45 |
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
45 |
Jamison Private Wealth Management, Inc. |
45 |
Cetera Trust Company, N.A |
45 |
Clear Perspective Advisors, LLC |
45 |
Strategic Capital Alternatives LLC |
45 |
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
45 |
World Equity Group, Inc. |
45 |
Simmons Bank |
45 |
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
45 |
Oliver Luxxe Assets LLC |
45 |
Leelyn Smith, LLC |
45 |
Third Point LLC |
45 |
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L |
45 |
Clifford Swan Investment Counsel Llc |
45 |
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
45 |
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares |
45 |
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I |
45 |
Western Asset Income Fund |
45 |
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares |
45 |
Widmann Financial Services, Inc. |
45 |
Adage Capital Management, L.P. |
45 |
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
45 |
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I |
45 |
Principle Wealth Partners Llc |
45 |
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares |
45 |
Norway Savings Bank |
45 |
Inverness Counsel Llc /ny/ |
45 |
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF |
45 |
Personal Wealth Partners |
45 |
Pensionfund DSM Netherlands |
45 |
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund |
45 |
Waddell & Reed Advisors Funds |
45 |
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares |
45 |
Staley Capital Advisers Inc |
45 |
JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
45 |
VSTIX - VALIC Co I - Stock Index Fund |
45 |
Nippon Life Insurance Co |
45 |
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I |
45 |
Arabesque Asset Management Ltd |
45 |
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
45 |
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF |
45 |
Cypress Asset Management Inc/tx |
45 |
Garda Capital Partners Lp |
45 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service |
45 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
45 |
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z |
45 |
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
45 |
Keudell/Morrison Wealth Management |
45 |
Sound View Wealth Advisors Group, LLC |
45 |
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A |
45 |
SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
45 |
American Assets Investment Management, LLC |
45 |
Meristem Family Wealth, LLC |
45 |
Delaware Investments Dividend & Income Fund, Inc |
45 |
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
45 |
Quest Investment Management Llc |
45 |
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
45 |
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
45 |
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
45 |
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I |
45 |
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
45 |
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
45 |
Prio Wealth Limited Partnership |
45 |
Lord Abbett Developing Growth Fund, Inc. |
45 |
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 |
45 |
Premier Fund Managers Ltd |
45 |
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund |
45 |
WFA of San Diego, LLC |
45 |
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
45 |
Tiaa Trust, National Association |
45 |
AMF Pensionsforsakring AB |
45 |
MRGR - PROSHARES TRUST - ProShares Merger ETF |
45 |
Ohio National Investments, Inc. |
45 |
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
45 |
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares |
45 |
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF |
45 |
Fort Baker Capital Management LP |
45 |
ASR Vermogensbeheer N.V. |
45 |
Lansforsakringar Fondforvaltning AB (publ) |
45 |
Winnow Wealth Llc |
45 |
Fourth Dimension Wealth, LLC |
44 |
Menora Mivtachim Holdings Ltd. |
44 |
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
44 |
AtonRa Partners |
44 |
Invesco Senior Income Trust |
44 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class |
44 |
GM Advisory Group, Inc. |
44 |
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S |
44 |
Sphinx Trading, Lp |
44 |
Ballast Advisors Llc |
44 |
Linscomb & Williams, Inc. |
44 |
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
44 |
MBM Wealth Consultants, LLC |
44 |
Iron Triangle Partners LP |
44 |
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class |
44 |
Rodgers Brothers Inc. |
44 |
Tcg Advisors, Lp |
44 |
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
44 |
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A |
44 |
Roman Butler Fullerton & Co |
44 |
GFG Capital, LLC |
44 |
Tobias Financial Advisors, Inc. |
44 |
Munder Series Trust |
44 |
Connors Investor Services Inc |
44 |
Kempen Capital Management N.v. |
44 |
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES |
44 |
Compass Wealth Management LLC |
44 |
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I |
44 |
ARKG - Ark ETF Trust - ARK Genomic Revolution ETF |
44 |
Chelsea Counsel Co |
44 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii |
44 |
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A |
44 |
Simply Money Advisors |
44 |
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I |
44 |
Hillhouse Capital Management, Ltd. |
44 |
MU Investments Co., Ltd. |
44 |
Krane Funds Advisors LLC |
44 |
AIIQ - ETF Series Solutions - AI Powered International Equity ETF |
44 |
AUERX - Unified Series Trust - Auer Growth Fund |
44 |
Penobscot Investment Management Company, Inc. |
44 |
Crawford Investment Counsel Inc |
44 |
Sender Co & Partners, Inc. |
44 |
New Wave Wealth Advisors Llc |
44 |
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
44 |
Guardian Investor Services Llc |
44 |
Field & Main Bank |
44 |
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
44 |
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A |
44 |
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I |
44 |
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
44 |
Bristlecone Advisors, LLC |
44 |
PDS Planning, Inc |
44 |
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio |
44 |
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
44 |
Baldwin Investment Management, LLC |
44 |
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF |
44 |
Madison Investment Holdings Inc |
44 |
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
44 |
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A |
44 |
Empower Advisory Group, LLC |
44 |
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
44 |
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
44 |
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
44 |
Oak Thistle LLC |
44 |
Scholtz & Company, Llc |
44 |
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A |
44 |
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
44 |
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class |
44 |
Triangle Securities Wealth Management |
44 |
Frontier Investment Mgmt Co |
44 |
Ami Asset Management Corp |
44 |
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF |
44 |
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I |
44 |
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
44 |
Stephenson National Bank & Trust |
44 |
Eubel Brady & Suttman Asset Management Inc |
44 |
Marsico Capital Management Llc |
44 |
Legacy Financial Group LLC |
44 |
Corvex Management LP |
44 |
St. Johns Investment Management Company, LLC |
44 |
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
44 |
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
44 |
Arbor Wealth Management, LLC |
44 |
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
44 |
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
44 |
Meyer Handelman Co |
44 |
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. |
44 |
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
44 |
Palo Capital, Inc. |
44 |
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund |
44 |
Dimension Capital Management Llc |
44 |
Homrich & Berg |
44 |
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
44 |
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares |
44 |
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C |
44 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
44 |
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class |
44 |
Exos TFP Holdings LLC |
44 |
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund |
44 |
Dodge & Cox |
44 |
Verity & Verity, LLC |
44 |
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund |
44 |
SRTTX - SMA RELATIONSHIP TRUST - Series T |
44 |
Coe Capital Management, LLC |
44 |
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A |
44 |
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF |
44 |
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund |
44 |
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF |
44 |
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I |
44 |
Valued Wealth Advisors LLC |
44 |
Mirador Capital Partners LP |
44 |
Baron Silver Stevens Financial Advisors, Llc |
44 |
First National Corp /ma/ /adv |
44 |
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
44 |
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF |
44 |
Koch Industries Inc |
44 |
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
44 |
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares |
44 |
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
44 |
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class |
44 |
Lumina Fund Management LLC |
44 |
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A |
44 |
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
44 |
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
44 |
MADDEN SECURITIES Corp |
43 |
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A |
43 |
VASMX - VALIC Co II - Small Cap Growth Fund |
43 |
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio |
43 |
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
43 |
Silicon Valley Capital Partners |
43 |
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
43 |
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
43 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class |
43 |
Optimal Asset Management, Inc. |
43 |
TrinityPoint Wealth, LLC |
43 |
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF |
43 |
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I |
43 |
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class |
43 |
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
43 |
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares |
43 |
Connecticut Wealth Management, LLC |
43 |
Delta Investment Management, LLC |
43 |
IFC Holdings Incorporated/FL |
43 |
Rangeley Capital, LLC |
43 |
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A |
43 |
HoyleCohen, LLC |
43 |
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I |
43 |
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus |
43 |
Cerebellum GP, LLC |
43 |
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
43 |
Peconic Partners Llc |
43 |
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
43 |
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF |
43 |
Mercer Capital Advisers, Inc. |
43 |
Brant Point Investment Management Llc |
43 |
Monument Capital Management |
43 |
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
43 |
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A |
43 |
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 |
43 |
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
43 |
Hatteras Funds, LLC |
43 |
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I |
43 |
DCM Advisors, LLC |
43 |
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF |
43 |
Focus Financial Network, Inc. |
43 |
Copper Rock Capital Partners, LLC |
43 |
Foster Dykema Cabot & Co Inc/ma |
43 |
KINETICS PORTFOLIOS TRUST - Kinetics Medical Portfolio |
43 |
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
43 |
Dfa Investment Trust Co - The U.s. Large Cap Value Series |
43 |
Legacy Capital Group California, Inc. |
43 |
Jacob Asset Management Of New York Llc |
43 |
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF |
43 |
Stock Yards Bank & Trust Co |
43 |
Grey Fox Wealth Advisors, LLC |
43 |
Loeb Partners Corp |
43 |
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
43 |
Opseu Pension Plan Trust Fund |
43 |
Blackrock Floating Rate Income Strategies Fund, Inc. |
43 |
OneAscent Wealth Management LLC |
43 |
ARS Investment Partners, LLC |
43 |
Authentikos Wealth Advisory, LLC |
43 |
Belmont Global Advisors, Inc. |
43 |
Eaton Vance Floating-rate Income Plus Fund |
43 |
Wintrust Investments Llc |
43 |
Fusion Family Wealth LLC |
43 |
Rockland Trust Co |
43 |
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class |
43 |
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
43 |
AIA Investment Management Private Ltd |
43 |
Evanson Asset Management, LLC |
43 |
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
43 |
Bank Hapoalim Bm |
43 |
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A |
43 |
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund |
43 |
Neuberger Berman High Yield Strategies Fund Inc. |
43 |
AMCIX - Allianz Funds Multi-Strategy Trust - AllianzGI Micro Cap Fund Institutional Class |
43 |
DFIHX - Dfa Investment Dimensions Group Inc - Dfa One-year Fixed Income Portfolio - Institutional Class |
43 |
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF |
43 |
Tilia Fiduciary Partners, Inc. |
43 |
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio |
43 |
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund |
43 |
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A |
43 |
Pine Valley Investments Ltd Liability Co |
43 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
43 |
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A |
43 |
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E |
43 |
Charlemagne Capital Ltd |
43 |
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund |
43 |
1 North Wealth Services Llc |
43 |
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares |
43 |
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
43 |
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
43 |
Crabel Capital Management, LLC |
43 |
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
43 |
Newman Dignan & Sheerar, Inc. |
43 |
Cypress Capital, LLC |
43 |
WMBLX - WESMARK FUNDS - WesMark Balanced Fund |
43 |
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A |
43 |
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
43 |
VSM Wealth Advisory, LLC |
43 |
Wood Tarver Financial Group, LLC |
43 |
Traub Capital Management LLC |
42 |
FEDERATED CORE TRUST - High Yield Bond Portfolio |
42 |
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund |
42 |
Freedom Wealth Alliance, Llc |
42 |
Wilmington Trust Investment Management, LLC |
42 |
Nordwand Advisors, LLC |
42 |
Saudi Central Bank |
42 |
Ramsey Quantitative Systems |
42 |
Principal Street Partners, LLC |
42 |
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF |
42 |
JT Stratford LLC |
42 |
Pax World Management Llc |
42 |
Masters Capital Management Llc |
42 |
Lockheed Martin Investment Management Co |
42 |
Nalls Sherbakoff Group, Llc |
42 |
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
42 |
High Pointe Capital Management Llc |
42 |
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF |
42 |
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional |
42 |
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF |
42 |
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A |
42 |
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
42 |
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A |
42 |
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class |
42 |
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF |
42 |
Cyndeo Wealth Partners, LLC |
42 |
Hemenway Trust Co LLC |
42 |
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A |
42 |
Klingenstein Fields & Co Lp |
42 |
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
42 |
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF |
42 |
Oxbow Advisors, LLC |
42 |
Jade Capital Advisors, LLC |
42 |
Tcw Strategic Income Fund Inc |
42 |
Sophrosyne Capital Llc |
42 |
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF |
42 |
Centric Wealth Management |
42 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I |
42 |
McAdams Wright Ragen, Inc. |
42 |
Dfa Investment Trust Co - The Continental Small Company Series |
42 |
Canyon Capital Advisors Llc |
42 |
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
42 |
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class |
42 |
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N |
42 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class |
42 |
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
42 |
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
42 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A |
42 |
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
42 |
Northern Capital Management Llc |
42 |
Sterneck Capital Management, LLC |
42 |
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class |
42 |
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
42 |
Highline Capital Management, L.p. |
42 |
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class |
42 |
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF |
42 |
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF |
42 |
STRV - EA Series Trust - Strive 500 ETF |
42 |
HRTS - Tema ETF Trust - Tema Cardiovascular and Metabolic ETF |
42 |
Norris Perne & French Llp/mi |
42 |
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF |
42 |
Parnassus Investments /ca |
42 |
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF |
42 |
Kraematon Investment Advisors, Inc |
42 |
Greenwich Wealth Management LLC |
42 |
Spouting Rock Asset Management, LLC |
42 |
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF |
42 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
42 |
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
42 |
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF |
42 |
Oddo Bhf Asset Management Sas |
42 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
42 |
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A |
42 |
Omega Fund Management, LLC |
42 |
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares |
42 |
F3Logic, LLC |
42 |
First Pacific Advisors, LP |
42 |
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A |
42 |
Edgewood Management Llc |
42 |
Kingfisher Capital LLC |
42 |
Polymer Capital Management (HK) LTD |
42 |
Ikos Cif Ltd |
42 |
New Covenant Trust Company, N.A. |
42 |
Garner Asset Management Corp |
42 |
Chesapeake Partners Management Co Inc/md |
42 |
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund |
42 |
Pathway Financial Advisers, LLC |
42 |
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF |
42 |
Roberts Glore & Co Inc /il/ |
42 |
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares |
42 |
Honeywell International Inc |
42 |
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I |
42 |
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
42 |
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A |
42 |
Board of Trustees of The Leland Stanford Junior University |
42 |
Sessa Capital IM, L.P. |
42 |
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
42 |
NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I |
42 |
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
42 |
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF |
42 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares |
42 |
Wells Fargo Global Dividend Opportunity Fund |
42 |
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
42 |
Hayden Royal, Llc |
42 |
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L |
42 |
Kassirer Asset Management Corp |
42 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
42 |
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF |
42 |
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio |
42 |
Optas, LLC |
42 |
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L |
42 |
ClearAlpha Technologies LP |
42 |
BML Investment Partners, L.P. |
42 |
Valley Brook Capital Group, Inc. |
42 |
Symmetry Investments LP |
42 |
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
42 |
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio |
42 |
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB |
42 |
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
42 |
Cooper Financial Group |
42 |
SkyOak Wealth, LLC |
42 |
Davidson Investment Advisors |
42 |
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
42 |
Fruth Investment Management |
42 |
CFS Investment Advisory Services, LLC |
42 |
SURI - Simplify Exchange Traded Funds - Simplify Propel Opportunities ETF |
42 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio |
42 |
Hobbs Group Advisors, LLC |
42 |
Regent Investment Management LLC |
42 |
Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
41 |
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A |
41 |
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund |
41 |
South Texas Money Management Ltd |
41 |
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
41 |
Argentus Capital Management, LLC |
41 |
KGROX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP GROWTH FUND Institutional Class Shares |
41 |
Concorde Asset Management, LLC |
41 |
Blackrock Floating Rate Income Trust |
41 |
Beaumont Financial Partners, LLC |
41 |
Milestone Investment Advisors LLC |
41 |
Ruffer LLP |
41 |
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF |
41 |
Cheviot Value Management, LLC |
41 |
Sugar Maple Asset Management, LLC |
41 |
III Capital Management |
41 |
IXJ - iSHARES TRUST - iShares Global Healthcare ETF |
41 |
Requisite Capital Management, LLC |
41 |
Crews Bank & Trust |
41 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 |
41 |
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund |
41 |
MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I |
41 |
Oxford Financial Group Ltd |
41 |
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
41 |
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF |
41 |
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class |
41 |
Carret Asset Management, Llc |
41 |
Wayfinding Financial, LLC |
41 |
PNC Managed Account Solutions, Inc. |
41 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 |
41 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 |
41 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares |
41 |
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A |
41 |
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF |
41 |
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio |
41 |
Venrock Healthcare Capital Partners II, L.P. |
41 |
CPI - IndexIQ ETF Trust - IQ Real Return ETF |
41 |
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES |
41 |
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares |
41 |
Innovis Asset Management Llc |
41 |
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional |
41 |
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II |
41 |
Ivory Investment Management, Llc |
41 |
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class |
41 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio |
41 |
Castle Rock Wealth Management, LLC |
41 |
FRG Family Wealth Advisors LLC |
41 |
Range Financial Group LLC |
41 |
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A |
41 |
Counterpoint Mutual Funds LLC |
41 |
Holloway Wealth Management, LLC |
41 |
Sageworth Trust Co of South Dakota |
41 |
Dumont & Blake Investment Advisors Llc |
41 |
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio |
41 |
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio |
41 |
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF |
41 |
Poehling Capital Management, LLC |
41 |
IronBridge Capital Management LP |
41 |
Diversify Wealth Management, Llc |
41 |
Pzena Investment Management Llc |
41 |
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
41 |
Engrave Wealth Partners LLC |
41 |
American National Registered Investment Advisor, Inc. |
41 |
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A |
41 |
Country Club Trust Company, n.a. |
41 |
Advanced Series Trust - Ast International Growth Portfolio |
41 |
Financial Connections Group, Inc. |
41 |
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund |
41 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares |
41 |
Resurgent Financial Advisors LLC |
41 |
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
41 |
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
41 |
qPULA Trading Management LP |
41 |
Brasada Capital Management, Lp |
41 |
MSSGX - MORGAN STANLEY INSTITUTIONAL FUND INC - Inception Portfolio CLASS I |
41 |
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares |
41 |
Counsel Portfolio Services Inc. |
41 |
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
41 |
NOINX - Northern Funds - Northern International Equity Index Fund |
41 |
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS |
41 |
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF |
41 |
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares |
41 |
Empirical Asset Management, LLC |
41 |
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
41 |
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A |
41 |
Jnl Series Trust - Jnl/mellon International Index Fund (a) |
41 |
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
41 |
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF |
41 |
Lowe Brockenbrough & Co Inc |
41 |
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
41 |
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A |
41 |
Washington Capital Management Inc |
41 |
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) |
41 |
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
41 |
TAP Consulting, LLC |
41 |
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares |
41 |
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF |
41 |
PACIFIC SELECT FUND - Intermediate Bond Portfolio I |
41 |
Unigestion Holding SA |
41 |
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 |
41 |
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF |
41 |
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares |
41 |
Voya Global Advantage & Premium Opportunity Fund |
41 |
Avitas Wealth Management LLC |
41 |
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
41 |
PARK CIRCLE Co |
41 |
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A |
41 |
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class |
41 |
Alta Advisers Ltd |
41 |
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class |
41 |
Hnp Capital Llc |
41 |
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I |
41 |
Penn Mutual Asset Management, LLC |
41 |
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares |
41 |
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
41 |
Gruss Capital Management LP |
41 |
Fma Advisory Inc |
41 |
SG Capital Management LLC |
41 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 |
41 |
RVRB - ADVISORS SERIES TRUST - Reverb ETF |
41 |
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class |
41 |
Landsberg, Bennett, & Dubbaneh LLC |
41 |
Shikiar Asset Management Inc |
41 |
Nkcfo Llc |
41 |
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A |
41 |
Cordatus Wealth Management LLC |
41 |
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund |
41 |
Hershey Trust Co |
41 |
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
41 |
Paradigm Financial Partners, Llc |
41 |
Iron Financial, LLC |
41 |
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF |
41 |
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class |
41 |
Running Point Capital Advisors, LLC |
41 |
EdgeRock Capital LLC |
41 |
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
41 |
Cohen Capital Management, Inc. |
41 |
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 |
41 |
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF |
41 |
Hartwell J M Limited Partnership |
41 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 |
41 |
SLIM - Janus Detroit Street Trust - The Obesity ETF |
41 |
Bridgeworth, LLC |
41 |
Legacy Private Trust Co. |
41 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A |
41 |
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
41 |
Gwn Securities Inc. |
41 |
Generali Asset Management SPA SGR |
41 |
Eisler Capital Management Ltd. |
40 |
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF |
40 |
Richards, Merrill & Peterson, Inc. |
40 |
Wealth Preservation Advisors, LLC |
40 |
ENDW - EA Series Trust - Cambria Endowment Style ETF |
40 |
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
40 |
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y |
40 |
SWAN Capital LLC |
40 |
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class |
40 |
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund |
40 |
Pointe Capital Management LLC |
40 |
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
40 |
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
40 |
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF |
40 |
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF |
40 |
Morgan Dempsey Capital Management Llc |
40 |
Sullivan, Bruyette, Speros & Blaney, LLC |
40 |
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
40 |
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF |
40 |
Jarislowsky, Fraser Ltd |
40 |
Cito Capital Group, LLC |
40 |
Meridian Wealth Advisors, LLC |
40 |
Arcus Capital Partners, LLC |
40 |
Bowen Hanes & Co Inc |
40 |
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional |
40 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A |
40 |
Landaas & Co /wi /adv |
40 |
BancorpSouth Bank |
40 |
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 |
40 |
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares |
40 |
Y.D. More Investments Ltd |
40 |
SCIU - Global X Funds - Global X Scientific Beta US ETF |
40 |
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
40 |
Kinneret Advisory, LLC |
40 |
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF |
40 |
Israel Discount Bank Of New York /gfn |
40 |
Czech National Bank |
40 |
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
40 |
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 |
40 |
Oppenheimer Global Multi-asset Growth Fund |
40 |
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF |
40 |
Franklin Universal Trust |
40 |
Tower Bridge Advisors |
40 |
SHP ETF Trust - NEOS S&P 500(R) High Income ETF |
40 |
Sivia Capital Partners, LLC |
40 |
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares |
40 |
Smith, Salley & Associates |
40 |
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I |
40 |
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
40 |
MBE Wealth Management, LLC |
40 |
Cowa, Llc |
40 |
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA |
40 |
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class |
40 |
Alphabet Inc. |
40 |
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I |
40 |
Steinberg Global Asset Management |
40 |
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES |
40 |
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund |
40 |
Park Avenue Institutional Advisers LLC |
40 |
Sierra Summit Advisors Llc |
40 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
40 |
Smallwood Wealth Investment Management, LLC |
40 |
East Coast Asset Management, LLC. |
40 |
Tiaa Cref Trust Co Fsb/mo |
40 |
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A |
40 |
FBT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NYSE Arca Biotechnology Index Fund |
40 |
Edge Asset Management, Inc |
40 |
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio |
40 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
40 |
Orrstown Financial Services Inc |
40 |
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 |
40 |
POM Investment Strategies, LLC |
40 |
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O |
40 |
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A |
40 |
D L Carlson Investment Group Inc |
40 |
Princeton Portfolio Strategies Group LLC |
40 |
SCS Capital Management LLC |
40 |
Legg Mason Asset Management (Japan) Co., Ltd. |
40 |
Dagco, Inc. |
40 |
Professional Financial Advisors, LLC |
40 |
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
40 |
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF |
40 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
40 |
Centre Asset Management, LLC |
40 |
Bnp Paribas |
40 |
Absolute Capital Management, LLC |
40 |
Harfst & Associates, Inc. |
40 |
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
40 |
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF |
40 |
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
40 |
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
40 |
GATEX - Gateway Trust - Gateway Fund Class A Shares |
40 |
Clarfeld Financial Advisors, Llc |
40 |
Cabot Wealth Management Inc |
40 |
Allstate Investment Management Co |
40 |
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF |
40 |
Mirova |
40 |
Atw Spac Management Llc |
40 |
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
40 |
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF |
40 |
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A |
40 |
Virtus Global Multi-sector Income Fund |
40 |
Eaton Vance Tax-managed Global Buy-write Opportunities Fund |
40 |
Price Michael F |
40 |
PACIFIC SELECT FUND - Intermediate Bond Portfolio P |
40 |
Biondo Investment Advisors, LLC |
40 |
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF |
40 |
New America High Income Fund Inc |
40 |
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) |
40 |
Kemnay Advisory Services Inc. |
40 |
LGT Group Foundation |
40 |
Woodward Diversified Capital, Llc |
40 |
Paragon Capital Management LLC |
40 |
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A |
40 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I |
40 |
Credit Suisse Asset Management Income Fund Inc |
40 |
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF |
40 |
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A |
40 |
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares |
40 |
Winslow Capital Management, LLC |
40 |
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A |
40 |
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
40 |
Senvest Management, LLC |
40 |
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares |
40 |
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class |
40 |
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
40 |
MONECO Advisors, LLC |
40 |
Gamble Jones Investment Counsel |
40 |
GIIYX - GuideStone Funds - International Equity Index Fund Institutional |
40 |
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio |
40 |
Iberiabank Corp |
40 |
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF |
40 |
Dymon Asia Capital (singapore) Pte. Ltd. |
40 |
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
40 |
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares |
40 |
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares |
40 |
Welch Group, LLC |
40 |
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A |
40 |
Ashfield Capital Partners, LLC |
40 |
Lucus Advisors Llc |
40 |
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
40 |
Wsfs Capital Management, Llc |
40 |
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF |
40 |
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A |
40 |
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF |
40 |
Invesco High Income Trust Ii |
40 |
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares |
40 |
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio |
40 |
Citizens National Bank Trust Department |
40 |
Main Street Research LLC |
40 |
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
40 |
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class |
40 |
Aviso Financial Inc. |
40 |
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF |
40 |
Deseret Mutual Benefit Administrators |
40 |
Two Roads Shared Trust - Hypatia Women CEO ETF |
39 |
Retirement Wealth Solutions LLC |
39 |
Patriot Investment Management Inc. |
39 |
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
39 |
Godshalk Welsh Capital Management, Inc. |
39 |
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF |
39 |
Walker Asset Management, LLC |
39 |
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 |
39 |
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A |
39 |
First Community Trust Na |
39 |
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF |
39 |
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T |
39 |
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
39 |
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
39 |
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF |
39 |
FDO Partners, LLC |
39 |
Jana Partners Llc |
39 |
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF |
39 |
LGT Fund Management Co Ltd. |
39 |
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
39 |
Dfa Investment Trust Co - The Emerging Markets Series |
39 |
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A |
39 |
LGPIX - Profunds - Large-cap Growth Profund Investor Class |
39 |
Missouri Trust & Investment Co |
39 |
Goodman Advisory Group, LLC |
39 |
TruNorth Capital Management, LLC |
39 |
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares |
39 |
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
39 |
Pier 88 Investment Partners Llc |
39 |
Private Advisory Group LLC |
39 |
XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF |
39 |
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF |
39 |
Capital Group Private Client Services, Inc. |
39 |
Profunds - Profund Vp Ultramid-cap |
39 |
Profunds - Profund Vp Large-cap Growth |
39 |
RIBIX - RBC FUNDS TRUST - RBC Impact Bond Fund Class I |
39 |
Tevis Investment Management |
39 |
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A |
39 |
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF |
39 |
Modern Wealth Management, LLC |
39 |
FSDPX - FIDELITY SELECT PORTFOLIOS - Materials Portfolio |
39 |
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
39 |
Balboa Wealth Partners |
39 |
Sawyer & Company, Inc |
39 |
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF |
39 |
Chemical Bank |
39 |
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund |
39 |
Custom Index Systems, Llc |
39 |
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A |
39 |
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF |
39 |
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF |
39 |
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A |
39 |
Voya Global Equity Dividend & Premium Opportunity Fund |
39 |
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF |
39 |
Continental Advisors Llc |
39 |
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A |
39 |
Harding Loevner Lp |
39 |
Wealthspring Capital LLC |
39 |
General American Investors Co Inc |
39 |
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
39 |
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND |
39 |
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
39 |
Lingohr & Partner Asset Management GmbH |
39 |
Steelhead Partners Llc |
39 |
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. |
39 |
Hartline Investment Corp/ |
39 |
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I |
39 |
Team Hewins, LLC |
39 |
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class |
39 |
Origin Asset Management LLP |
39 |
Humankind Investments LLC |
39 |
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio |
39 |
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF |
39 |
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF |
39 |
Cary Street Partners Asset Management Llc |
39 |
MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
39 |
Western Asset Premier Bond Fund |
39 |
Beacon Financial Group |
39 |
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I |
39 |
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
39 |
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I |
39 |
Champlain Investment Partners, LLC |
39 |
Patton Albertson Miller Group, Llc |
39 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I |
39 |
BRUFX - Bruce Fund Inc - Bruce Fund |
39 |
FFNKX - VARIABLE INSURANCE PRODUCTS FUND IV - Materials Portfolio Initial Class |
39 |
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class |
39 |
New England Asset Management Inc |
39 |
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
39 |
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
39 |
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund |
39 |
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA |
39 |
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A |
39 |
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
39 |
Crescent Capital Consulting, LLC |
39 |
RYDEX VARIABLE TRUST - Basic Materials Variable Annuity |
39 |
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF |
39 |
Franklin Templeton International Trust |
39 |
Budros, Ruhlin & Roe, Inc. |
39 |
Mengis Capital Management, Inc. |
39 |
Windsor Capital Management, LLC |
39 |
Signature Estate & Investment Advisors Llc |
39 |
Shenkman Capital Management Inc |
39 |
HOIBX - Homestead Funds Trust - Intermediate Bond Fund |
39 |
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A |
39 |
Punch & Associates Investment Management, Inc. |
39 |
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio |
39 |
Northwest Capital Management Inc |
39 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio |
39 |
Covalis Capital Llp |
39 |
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
39 |
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio |
39 |
Beach Investment Counsel Inc/pa |
39 |
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
39 |
Fore Capital, LLC |
39 |
Douglas C. Lane & Associates, Inc. |
39 |
Cidel Asset Management Inc |
39 |
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
39 |
RYBIX - RYDEX SERIES FUNDS - Basic Materials Fund Investor Class |
39 |
Northeast Investment Management |
39 |
NOLCX - Northern Funds - Northern Large Cap Core Fund |
39 |
Grey Street Capital, LLC |
39 |
Hc Financial Advisors Inc |
39 |
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF |
39 |
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF |
39 |
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares |
39 |
Hyman Charles D |
39 |
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 |
39 |
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 |
39 |
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
39 |
DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A |
39 |
Aquilo Capital Management, LLC |
39 |
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF |
39 |
Burnham Asset Management Corp /ny/ |
39 |
LKBAX - LKCM Funds - LKCM Balanced Fund |
39 |
Patton Fund Management, Inc. |
39 |
Susquehanna International Group Ltd. |
39 |
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
39 |
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF |
39 |
Quest 10 Wealth Builders, Inc. |
39 |
Mb, Levis & Associates, Llc |
39 |
Mascagni Wealth Management, Inc. |
39 |
Credit Industriel Et Commercial |
38 |
Evelyn Partners Investment Management LLP |
38 |
MJT & Associates Financial Advisory Group, Inc. |
38 |
Abc Arbitrage Sa |
38 |
Synergy Investment Management, LLC |
38 |
Bernard Wealth Management Corp. |
38 |
North Capital, Inc. |
38 |
Mufg Securities Americas Inc. |
38 |
Richard W. Paul & Associates, LLC |
38 |
Castle Hook Partners LP |
38 |
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
38 |
Lehman & Derafelo Financial Resources LLC |
38 |
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
38 |
Lourd Capital, LLC |
38 |
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
38 |
KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF |
38 |
Sona Asset Management (us) Llc |
38 |
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
38 |
Keeley-Teton Advisors, LLC |
38 |
Bain Capital Public Equity Management Ii, Llc |
38 |
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 |
38 |
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares |
38 |
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares |
38 |
Northwestern Mutual Investment Services Llc |
38 |
Flossbach Von Storch Ag |
38 |
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF |
38 |
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A |
38 |
Savvy Advisors, Inc. |
38 |
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund |
38 |
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A |
38 |
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
38 |
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB |
38 |
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A |
38 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF |
38 |
Gagnon Securities Llc |
38 |
Bank of New Hampshire |
38 |
Briaud Financial Planning, Inc |
38 |
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
38 |
True North Advisors, LLC |
38 |
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
38 |
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
38 |
GlobalBridge, Inc. |
38 |
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A |
38 |
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund |
38 |
High Income Opportunities Portfolio - High Income Opportunities Portfolio |
38 |
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
38 |
L2 Asset Management, LLC |
38 |
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I |
38 |
Ironsides Asset Advisors, LLC |
38 |
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF |
38 |
Bel Air Investment Advisors Llc |
38 |
O'Shares Investment Advisers, LLC |
38 |
Old West Investment Management, LLC |
38 |
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A |
38 |
Maple Capital Management, Inc. |
38 |
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A |
38 |
Mowery & Schoenfeld Wealth Management, LLC |
38 |
Bellecapital International Ltd. |
38 |
ACVF - ETF Opportunities Trust - American Conservative Values ETF |
38 |
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
38 |
Midas Management Corp |
38 |
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
38 |
OHIO NATIONAL FUND INC - ON International Equity Portfolio |
38 |
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
38 |
Consolidated Planning Corp |
38 |
VMIDX - VALIC Co I - Mid Cap Index Fund |
38 |
Nuveen Floating Rate Income Opportunity Fund |
38 |
ACSKX - American Century Investment Trust - Short Duration Fund C Class |
38 |
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
38 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 |
38 |
ASIHX - American Century Investment Trust - Strategic Income Fund C Class |
38 |
Balter Liquid Alternatives, LLC |
38 |
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF |
38 |
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A |
38 |
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
38 |
Horizon Financial Services, Llc |
38 |
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
38 |
SlateStone Wealth, LLC |
38 |
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
38 |
Mastrapasqua Asset Management Inc |
38 |
Baldrige Asset Management LLC |
38 |
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
38 |
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF |
38 |
Lynwood Capital Management Inc. |
38 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
38 |
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
38 |
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
38 |
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF |
38 |
Veracity Capital LLC |
38 |
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A |
38 |
Stone Toro Investment Advisers, LP |
38 |
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A |
38 |
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class |
38 |
Venrock Healthcare Capital Partners III, L.P. |
38 |
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V |
38 |
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class |
38 |
Cm Wealth Advisors Llc |
38 |
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A |
38 |
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio |
38 |
Creative Capital Management Investments LLC |
38 |
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
38 |
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF |
38 |
Ashford Capital Management Inc |
38 |
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF |
38 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio |
38 |
Acrisure Capital Management, LLC |
38 |
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A |
38 |
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
38 |
Hudson Valley Investment Advisors Inc /adv |
38 |
NOMIX - Northern Funds - Northern Mid Cap Index Fund |
38 |
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 |
38 |
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S |
38 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 |
38 |
Uniplan Investment Counsel, Inc. |
38 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
38 |
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
38 |
Town & Country Bank & Trust CO dba First Bankers Trust CO |
38 |
Special Opportunities Fund, Inc. |
38 |
Nicholas Hoffman & Company, LLC. |
38 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
38 |
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A |
38 |
VCIEX - VALIC Co I - International Equities Index Fund |
38 |
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A |
38 |
Monroe Bank & Trust/mi |
38 |
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class |
38 |
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I |
38 |
Manteio Capital LLC |
38 |
Overbrook Management Corp |
38 |
UMPIX - Profunds - Ultramid-cap Profund Investor Class |
38 |
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF |
38 |
Kwmg, Llc |
38 |
Spdr S&p Midcap 400 Etf Trust |
38 |
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S |
38 |
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF |
38 |
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class |
38 |
Legacy Bridge, LLC |
38 |
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
38 |
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF |
38 |
Armbruster Capital Management, Inc. |
38 |
Wahed Invest LLC |
38 |
First United Bank Trust/ |
38 |
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB |
38 |
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A |
38 |
Ambassador Advisors, LLC |
38 |
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class |
38 |
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
38 |
Monetta Financial Services Inc |
38 |
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
38 |
Trust Point Inc. |
38 |
Koesten, Hirschmann & Crabtree, INC. |
38 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
38 |
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I |
38 |
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A |
38 |
Lipe & Dalton |
38 |
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares |
38 |
Fsb Premier Wealth Management, Inc. |
38 |
Cullen Capital Management, LLC |
38 |
Bruce & Co., Inc. |
38 |
KAMES CAPITAL plc |
38 |
Pinnacle Wealth Management Advisory Group, LLC |
38 |
Spectrum Wealth Counsel, LLC |
38 |
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P |
38 |
New York Life Trust Co |
38 |
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A |
38 |
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF |
38 |
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) |
38 |
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares |
38 |
Cobalt Capital Management, Inc. |
38 |
Affiance Financial, LLC |
38 |
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF |
38 |
Campbell Newman Asset Management Inc |
38 |
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
38 |
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
38 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class |
38 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II |
38 |
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
38 |
BRASX - Blackrock Allocation Target Shares - Bats Series S |
38 |
Zuckerman Investment Group, LLC |
38 |
Twin Lakes Capital Management, LLC |
38 |
BKM Wealth Management, LLC |
38 |
IronBridge Private Wealth, LLC |
38 |
Strategic Financial Concepts, LLC |
38 |
MDPIX - Profunds - Mid-cap Profund Investor Class |
38 |
PPM Funds - PPM Floating Rate Income Fund (Inst) |
38 |
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF |
38 |
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares |
37 |
EFA - iSHARES TRUST - iShares MSCI EAFE ETF |
37 |
Beverly Hills Private Wealth, LLC |
37 |
Gilbert & Cook, Inc. |
37 |
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund |
37 |
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF |
37 |
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB |
37 |
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF |
37 |
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund |
37 |
FSC Wealth Advisors, LLC |
37 |
Cannell Capital Llc |
37 |
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class |
37 |
Parsec Financial Management, Inc. |
37 |
Walter & Keenan Financial Consulting Co /mi/ /adv |
37 |
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF |
37 |
Radnor Capital Management, LLC |
37 |
Usa Mutuals Advisors, Inc. |
37 |
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund |
37 |
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS |
37 |
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A |
37 |
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares |
37 |
Ruedi Wealth Management, Inc. |
37 |
Cumberland Partners Ltd |
37 |
High Point Bank & Trust Co |
37 |
Distillate Capital Partners LLC |
37 |
Addison Capital Co |
37 |
Institutional Investment Strategy Fund |
37 |
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N |
37 |
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf |
37 |
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A |
37 |
Credit Suisse High Yield Bond Fund |
37 |
Golden Green, Inc. |
37 |
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class |
37 |
Sand Grove Capital Management LLP |
37 |
Green Owl Capital Management, LLC |
37 |
Thrivent Core Funds - Thrivent Core International Equity Fund |
37 |
Century Capital Management Trust |
37 |
Pergamon Offshore Advisors, L.P. |
37 |
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I |
37 |
Fort Pitt Capital Group, Llc |
37 |
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES |
37 |
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K |
37 |
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class |
37 |
Diamond Hill Capital Management Inc |
37 |
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A |
37 |
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF |
37 |
Profunds - Profund Vp Mid-cap Growth |
37 |
Scott & Selber, Inc. |
37 |
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
37 |
DORCHESTER WEALTH MANAGEMENT Co |
37 |
Fullerton Fund Management Co Ltd |
37 |
Fishman Jay A Ltd/mi |
37 |
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I |
37 |
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A |
37 |
Maplelane Capital, Llc |
37 |
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
37 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB |
37 |
FPXE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust IPOX Europe Equity Opportunities ETF |
37 |
MidWestOne Financial Group, Inc. |
37 |
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
37 |
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class |
37 |
Aequim Alternative Investments LP |
37 |
Stansberry Asset Management, Llc |
37 |
1st Source Bank |
37 |
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 |
37 |
Capital Group Investment Management Pte. Ltd. |
37 |
Midwest Professional Planners, LTD. |
37 |
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class |
37 |
Taurus Asset Management, Llc |
37 |
Factory Mutual Insurance Co |
37 |
North American Management Corp |
37 |
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
37 |
Black Swift Group, LLC |
37 |
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF |
37 |
STXM - EA Series Trust - Strive Mid-Cap ETF |
37 |
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
37 |
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares |
37 |
Sassicaia Capital Advisers Llc |
37 |
Davis R M Inc |
37 |
Aspiriant, Llc |
37 |
Mizuho Markets Americas Llc |
37 |
Aristotle Capital Management, LLC |
37 |
Long Focus Capital Management, Llc |
37 |
Mfs Intermediate High Income Fund |
37 |
Sprott Inc. |
37 |
NIFE - Direxion Shares ETF Trust - Direxion Fallen Knives ETF |
37 |
Banced Corp |
37 |
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class |
37 |
Insight Select Income Fund |
37 |
Eagle Health Investments LP |
37 |
Aristotle Atlantic Partners, Llc |
37 |
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I |
37 |
Eagle Ridge Investment Management |
37 |
Pinnacle Holdings, LLC |
37 |
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A |
37 |
Fortis Group Advisors, LLC |
37 |
Global X Japan Co., Ltd. |
37 |
Menard Financial Group LLC |
37 |
Ofi Invest Asset Management |
37 |
Blue Jay Capital Management, Llc |
37 |
AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A |
37 |
Amia Capital LLP |
37 |
Perimeter Capital Partners, LLC |
37 |
Growth Fund Of America |
37 |
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I |
37 |
Palisade Asset Management, LLC |
37 |
JNL SERIES TRUST - JNL International Index Fund (I) |
37 |
Fund Management at Engine No. 1 LLC |
37 |
Fort Sheridan Advisors Llc |
37 |
Ardevora Asset Management LLP |
37 |
PIMCO FUNDS - PIMCO Sector Fund Series - I |
37 |
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF |
37 |
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund |
37 |
John G Ullman & Associates Inc |
37 |
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I |
37 |
Lumature Wealth Partners, LLC |
37 |
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
37 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
37 |
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
37 |
Badgley Phelps & Bell Inc |
37 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y |
37 |
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C |
37 |
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) |
37 |
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N |
37 |
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A |
37 |
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T |
37 |
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T |
37 |
Houlihan Financial Resource Group, Ltd. |
37 |
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF |
37 |
Cynosure Management, Llc |
37 |
JTC Employer Solutions Trusteee Ltd |
37 |
Eaton Vance Floating-rate 2022 Target Term Trust |
37 |
VBCVX - VALIC Co I - Systematic Value Fund |
37 |
Intrua Financial, LLC |
37 |
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF |
37 |
Pensionfund Sabic |
37 |
Quantum Private Wealth, LLC |
37 |
Sterling Financial Planning, Inc. |
37 |
Mfs Special Value Trust |
37 |
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
37 |
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class |
37 |
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF |
37 |
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund |
37 |
FPACX - FPA FUNDS TRUST - FPA Crescent Fund |
37 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 |
37 |
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
37 |
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I |
37 |
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 |
37 |
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF |
37 |
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund |
37 |
Community Financial Services Group, LLC |
37 |
Factorial Partners, Llc |
37 |
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund |
37 |
Newfound Research LLC |
37 |
Davide Leone & Partners Investment Co Ltd. |
37 |
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 |
37 |
Provence Wealth Management Group |
37 |
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A |
37 |
Safeguard Financial, LLC |
37 |
Centricity Wealth Management, LLC |
37 |
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 |
37 |
Kiker Wealth Management, LLC |
37 |
Canada Post Corp Registered Pension Plan |
37 |
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
36 |
PKO Investment Management Joint-Stock Co |
36 |
Boreal Capital Management LLC |
36 |
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF |
36 |
CG Asset Management LLC |
36 |
Asset Planning Services, Ltd. |
36 |
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF |
36 |
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A |
36 |
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
36 |
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class |
36 |
Becker Capital Management Inc |
36 |
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
36 |
JISOX - John Hancock Funds II - New Opportunities Fund Class 1 |
36 |
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
36 |
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A |
36 |
RiverPark Advisors, LLC |
36 |
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
36 |
Oppenheimer Discovery Fund |
36 |
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF |
36 |
WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares |
36 |
Roffman Miller Associates Inc /pa/ |
36 |
Nuveen Short Duration Credit Opportunities Fund |
36 |
Dinsmore Capital Management Co/nj |
36 |
Enterprise Trust & Investment Co |
36 |
Guardian Capital Advisors Lp |
36 |
Miller Value Partners, Llc |
36 |
Visionary Wealth Advisors |
36 |
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
36 |
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF |
36 |
Core Wealth Advisors, Inc. |
36 |
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI |
36 |
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A |
36 |
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
36 |
First National Bank of South Miami |
36 |
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF |
36 |
Decheng Capital LLC |
36 |
First American Trust, Fsb |
36 |
Bard Financial Services, Inc. |
36 |
Trium Capital LLP |
36 |
Summit Financial Wealth Advisors, LLC |
36 |
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
36 |
Security National Bank |
36 |
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF |
36 |
NWK Group, Inc. |
36 |
Mizuho Securities Usa Llc |
36 |
Knuff & Co LLC |
36 |
Salient Capital Advisors, LLC |
36 |
Soltis Investment Advisors LLC |
36 |
Rnc Capital Management Llc |
36 |
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund |
36 |
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
36 |
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A |
36 |
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF |
36 |
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund |
36 |
Hermes Investment Management Ltd |
36 |
Painted Porch Advisors LLC |
36 |
Brendel Financial Advisors LLC |
36 |
Donaldson Capital Management, Llc |
36 |
Nicolet Advisory Services, Llc |
36 |
Cobiz Investment Management, Llc |
36 |
FSCHX - FIDELITY SELECT PORTFOLIOS - Chemicals Portfolio |
36 |
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund |
36 |
AlphaStar Capital Management, LLC |
36 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 |
36 |
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF |
36 |
Sage Capital Advisors,llc |
36 |
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service |
36 |
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A |
36 |
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial |
36 |
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
36 |
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
36 |
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares |
36 |
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A |
36 |
Ilmarinen Mutual Pension Insurance Co |
36 |
SIR Capital Management, L.P. |
36 |
Context Partners Fund, L.p. |
36 |
Gitterman Wealth Management, LLC |
36 |
Decker Retirement Planning Inc. |
36 |
Farmers National Bank |
36 |
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 |
36 |
Horizon Investment Services, LLC |
36 |
H2o Am Llp |
36 |
Timber Creek Capital Management LLC |
36 |
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV |
36 |
AlTi Global, Inc. |
36 |
LFA - Lugano Financial Advisors SA |
36 |
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund |
36 |
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares |
36 |
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A |
36 |
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares |
36 |
Resonant Capital Advisors, LLC |
36 |
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class |
36 |
Mid-American Wealth Advisory Group, Inc. |
36 |
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
36 |
Invst, LLC |
36 |
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
36 |
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
36 |
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF |
36 |
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A |
36 |
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A |
36 |
Oracle Alpha Inc. |
36 |
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load |
36 |
Howard Capital Management Inc. |
36 |
Elk Creek Partners, LLC |
36 |
Telos Capital Management, Inc. |
36 |
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF |
36 |
CGC Financial Services, LLC |
36 |
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
36 |
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) |
36 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A |
36 |
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class |
36 |
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A |
36 |
Signature Resources Capital Management, LLC |
36 |
Gyroscope Capital Management Group, Llc |
36 |
Ceredex Value Advisors LLC |
36 |
Circle Wealth Management, LLC |
36 |
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) |
36 |
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
36 |
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF |
36 |
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF |
36 |
Signature Wealth Management Group |
36 |
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
36 |
Resolute Capital Asset Partners LLC |
36 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund |
36 |
First Merchants Corp |
36 |
Fulcrum Asset Management LLP |
36 |
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF |
36 |
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
36 |
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P |
36 |
Brown Capital Management Llc |
36 |
CastleArk Alternatives, LLC |
36 |
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund |
36 |
Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
36 |
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
36 |
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A |
36 |
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio |
36 |
Southpoint Capital Advisors LP |
36 |
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I |
36 |
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
36 |
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A |
36 |
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
36 |
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
36 |
Pure Financial Advisors, Inc. |
36 |
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
36 |
Pioneer Floating Rate Trust |
36 |
Schooner Investment Group, LLC. |
36 |
Foresite Capital Management II, LLC |
36 |
Putnam High Income Securities Fund |
36 |
Capital Financial Planning, LLC |
36 |
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
36 |
E&G Advisors, LP |
36 |
Lvm Capital Management Ltd/mi |
36 |
SNS Financial Group, LLC |
36 |
Jafra Capital Management LP |
36 |
Imprint Wealth LLC |
36 |
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares |
36 |
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares |
36 |
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A |
36 |
MGPIX - Profunds - Mid-cap Growth Profund Investor Class |
36 |
Holderness Investments Co |
36 |
Keeley Asset Management Corp |
36 |
Bainco International Investors |
36 |
Sustainable Insight Capital Management, LLC |
36 |
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
36 |
Parasol Investment Management, LLC |
36 |
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV |
36 |
Catalina Capital Group, LLC |
36 |
Abner Herrman & Brock Llc |
36 |
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF |
36 |
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund |
36 |
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund |
36 |
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A |
36 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
36 |
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. |
36 |
Connective Portfolio Management, LLC |
36 |
Nuveen Senior Income Fund |
36 |
Carderock Capital Management Inc |
36 |
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
36 |
Catawba Capital Management /va |
36 |
Heritage Financial Services, LLC |
36 |
New Amsterdam Partners Llc/ny |
36 |
Sapient Capital Llc |
36 |
Ranger Investment Management, L.P. |
36 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares |
36 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares |
36 |
Bragg Financial Advisors, Inc |
36 |
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF |
36 |
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF |
36 |
VELA Funds - VELA Large Cap 130/30 Fund Class I |
35 |
ADJEX - AZZAD FUNDS - Azzad Ethical Fund |
35 |
HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
35 |
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S |
35 |
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class |
35 |
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class |
35 |
Jacobs & Co/ca |
35 |
Mitchell Mcleod Pugh & Williams Inc |
35 |
Cascade Investment Advisors, Inc. |
35 |
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A |
35 |
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF |
35 |
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
35 |
Reston Wealth Management Llc |
35 |
Bell Bank |
35 |
Onefund, Llc |
35 |
Fwl Investment Management, Llc |
35 |
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares |
35 |
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF |
35 |
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund |
35 |
Cohanzick Management, Llc |
35 |
Comprehensive Financial Consultants Institutional, Inc. |
35 |
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF |
35 |
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class |
35 |
Cushing Asset Management, Lp |
35 |
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund |
35 |
Oak Grove Capital LLC |
35 |
Iowa State Bank |
35 |
Pathway Financial Advisors LLC |
35 |
Somerville Kurt F |
35 |
Pimco Corporate & Income Opportunity Fund |
35 |
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class |
35 |
Investment Research & Advisory Group, Inc. |
35 |
JB Capital LLC |
35 |
SRB Corp |
35 |
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
35 |
Occidental Asset Management, LLC |
35 |
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A |
35 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio |
35 |
22nw, Lp |
35 |
Ilex Capital Partners (UK) LLP |
35 |
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares |
35 |
West Financial Advisors, LLC |
35 |
TriaGen Wealth Management LLC |
35 |
Private Portfolio Partners Llc |
35 |
Wealthgarden F.s. Llc |
35 |
XML Financial, LLC |
35 |
March Altus Capital Management LP |
35 |
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class |
35 |
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund |
35 |
PPM Funds - PPM High Yield Core Fund (Inst) |
35 |
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
35 |
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y |
35 |
Hibernia Wealth Partners, LLC |
35 |
Ws Management Lllp |
35 |
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF |
35 |
Berry Street Capital Management LLP |
35 |
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
35 |
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M |
35 |
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
35 |
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF |
35 |
Harbor Advisors LLC |
35 |
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A |
35 |
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares |
35 |
Sanibel Captiva Trust Company, Inc. |
35 |
Mason Capital Management Llc |
35 |
Financial Advisory Service, Inc. |
35 |
Artemis Wealth Advisors, LLC |
35 |
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
35 |
Cyrus J. Lawrence, LLC |
35 |
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
35 |
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class |
35 |
Cowen Prime Advisors LLC |
35 |
Andromeda Capital LLC |
35 |
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund |
35 |
SummerHaven Investment Management, LLC |
35 |
BPTRX - BARON SELECT FUNDS - Baron Partners Fund |
35 |
BancorpSouth Inc |
35 |
Mystic Asset Management, Inc. |
35 |
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF |
35 |
Western Pacific Wealth Management, LP |
35 |
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
35 |
O'Neil Global Advisors, Inc. |
35 |
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF |
35 |
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF |
35 |
State Farm Mutual Automobile Insurance Co |
35 |
AMCPX - AMCAP FUND - AMCAP FUND Class A |
35 |
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class |
35 |
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF |
35 |
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A |
35 |
Greenline Partners, LLC |
35 |
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
35 |
Siena Capital Llc |
35 |
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares |
35 |
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 |
35 |
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A |
35 |
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional |
35 |
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
35 |
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class |
35 |
Goodwin Investment Advisory |
35 |
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional |
35 |
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
35 |
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares |
35 |
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
35 |
Horizon Bancorp Inc /in/ |
35 |
Ramirez Asset Management, Inc. |
35 |
Juncture Wealth Strategies, Llc |
35 |
HighTower Trust Services, LTA |
35 |
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y |
35 |
Strategic Asset Management, LLC |
35 |
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF |
35 |
Edmond de Rothschild (Europe) |
35 |
First Trust High Income Long/short Fund |
35 |
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund |
35 |
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I |
35 |
AMREX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND American Growth Cannabis Fund American Growth Cannabis Fund CLASS E |
35 |
Portfolio Solutions, LLC |
35 |
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 |
35 |
Sage Rhino Capital Llc |
35 |
Compton Capital Management Inc /ri |
35 |
Angeles Investment Advisors, LLC |
35 |
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A |
35 |
Estate Counselors, LLC |
35 |
Vima Llc |
35 |
Birch Hill Investment Advisors LLC |
35 |
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund |
35 |
Finepoint Capital LP |
35 |
Wafra Inc. |
35 |
Adams Wealth Management |
35 |
MSD Partners, L.P. |
35 |
Pennant Investors, Lp |
35 |
DeDora Capital, Inc. |
35 |
Wells Fargo Multi-sector Income Fund |
35 |
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I |
35 |
DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class |
35 |
Delaware Vip Trust - Delaware Vip Value Series Standard Class |
35 |
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
35 |
FourThought Financial Partners, LLC |
35 |
BlackRock ETF Trust II - BlackRock Total Return ETF |
35 |
Middleton & Co Inc/ma |
35 |
Kanawha Capital Management Llc |
35 |
Auxier Asset Management |
35 |
Stratton Management Co |
35 |
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
35 |
Formula Growth Ltd |
35 |
Investment Counselors Of Maryland Llc |
35 |
Sandhill Capital Partners LLC |
35 |
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF |
35 |
WESPAC Advisors, LLC |
35 |
Premia Global Advisors, Llc |
35 |
Glenview Capital Management, Llc |
35 |
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF |
35 |
Ifrah Financial Services, Inc. |
35 |
Marble Harbor Investment Counsel, LLC |
35 |
PFG Advisors |
35 |
BankPlus Trust Department |
35 |
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF |
35 |
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF |
35 |
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund |
35 |
Sagespring Wealth Partners, Llc |
35 |
Asset Planning,Inc |
35 |
Curat Global, LLC |
35 |
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy |
35 |
ROSS\JOHNSON & Associates LLC |
35 |
Wingate Wealth Advisors, Inc. |
35 |
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF |
35 |
Catalio Capital Management, LP |
34 |
IMG Wealth Management, Inc. |
34 |
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A |
34 |
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF |
34 |
Winthrop Capital Management, LLC |
34 |
Okabena Investment Services Inc |
34 |
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A |
34 |
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares |
34 |
PIMCO FUNDS - PIMCO Short Asset Portfolio |
34 |
Robbins Farley Llc |
34 |
Tuscan Ridge Asset Management Llc |
34 |
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A |
34 |
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares |
34 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 |
34 |
Bks Advisors, Llc |
34 |
Mechanics Bank Trust Department |
34 |
Profunds - Profund Vp Mid-cap Value |
34 |
Mission Creek Capital Partners, Inc. |
34 |
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio |
34 |
Nair Vinay |
34 |
Conestoga Capital Advisors, LLC |
34 |
Glaxosmithkline Plc |
34 |
Select Equity Group, L.P. |
34 |
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
34 |
Tyrus Capital S.A.M. |
34 |
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class |
34 |
Alpine Bank Wealth Management |
34 |
Trust Investment Advisors |
34 |
Heron Bay Capital Management |
34 |
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS |
34 |
TFG Advisers LLC |
34 |
Murphy Pohlad Asset Management LLC |
34 |
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class |
34 |
Cedar Brook Financial Partners, LLC |
34 |
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund |
34 |
Empire Financial Management Company, LLC |
34 |
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund |
34 |
Broderick Brian C |
34 |
Alpine Partners USVI, LLC |
34 |
West Bancorporation Inc |
34 |
Sandell Asset Management Corp |
34 |
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares |
34 |
Dynasty Wealth Management, Llc |
34 |
RiverPoint Capital Management, LLC |
34 |
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class |
34 |
San Luis Wealth Advisors LLC |
34 |
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio |
34 |
Mohican Financial Management, LLC |
34 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
34 |
Segment Wealth Management, LLC |
34 |
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A |
34 |
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A |
34 |
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C |
34 |
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
34 |
Investment Management Of Virginia Llc |
34 |
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I |
34 |
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A |
34 |
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class |
34 |
Advisor OS, LLC |
34 |
Vivaldi Opportunities Fund |
34 |
MNTL - Tema ETF Trust - Tema Neuroscience and Mental Health ETF |
34 |
Atalanta Sosnoff Capital, Llc |
34 |
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A |
34 |
Hightower 6M Holding, LLC |
34 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class |
34 |
Curbstone Financial Management Corp |
34 |
Sirios Capital Management L P |
34 |
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A |
34 |
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF |
34 |
Texas Capital Bank Wealth Management Services Inc |
34 |
Tide Point Capital Management, Lp |
34 |
Buffington Mohr McNeal |
34 |
Appian Way Asset Management LP |
34 |
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class |
34 |
Hara Capital LLC |
34 |
Torray Llc |
34 |
Bronson Point Management LLC |
34 |
Mizuho Securities Co. Ltd. |
34 |
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class |
34 |
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I |
34 |
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A |
34 |
Augustine Asset Management Inc |
34 |
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F |
34 |
Aegon Asset Management Uk Plc |
34 |
Covenant Asset Management, LLC |
34 |
Whitebox Mutual Funds |
34 |
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 |
34 |
Paulson Wealth Management Inc. |
34 |
MLPIX - Profunds - Mid-cap Value Profund Investor Class |
34 |
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF |
34 |
Ascent Wealth Partners, LLC |
34 |
DHJJ Financial Advisors, Ltd. |
34 |
James Hambro & Partners |
34 |
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
34 |
Johnson & Johnson |
34 |
Rowland & Co Investment Counsel/adv |
34 |
SDG - iSHARES TRUST - iShares MSCI Global Impact ETF |
34 |
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I |
34 |
Modus Advisors, LLC |
34 |
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares |
34 |
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares |
34 |
FirstMerit Bank N A Trustee |
34 |
FJ Investments, LLC |
34 |
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional |
34 |
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
34 |
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio |
34 |
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund |
34 |
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A |
34 |
MeadowBrook Investment Advisors LLC |
34 |
Ulland Investment Advisors, LLC |
34 |
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class |
34 |
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
34 |
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N |
34 |
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class |
34 |
WAMCX - WASATCH FUNDS TRUST - Wasatch Ultra Growth Fund Investor Class shares |
34 |
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares |
34 |
Connacht Asset Management LP |
34 |
Liberty All Star Equity Fund |
34 |
Sante Capital Fund, LP |
34 |
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
34 |
Hills Bank & Trust Co |
34 |
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund |
34 |
Physicians Financial Services, Inc. |
34 |
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares |
34 |
Omni Event Management Ltd |
34 |
Legacy Capital Partners, Inc. |
34 |
BluePath Capital Management, LLC |
34 |
Kettle Hill Capital Management, Llc |
34 |
Snow Capital Management Lp |
34 |
Lansing Street Advisors |
34 |
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares |
34 |
Financiere des Professionnels - Fonds d,investissement inc. |
34 |
FEDERATED CORE TRUST - Federated Bank Loan Core Fund |
34 |
Vanguard Capital Wealth Advisors |
34 |
RGT Wealth Advisors, LLC |
34 |
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A |
34 |
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund |
34 |
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF |
34 |
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 |
34 |
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I |
34 |
Hardman Johnston Global Advisors LLC |
34 |
Columbia Asset Management |
34 |
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio |
34 |
Sabal Trust CO |
34 |
Forbes J M & Co Llp |
34 |
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF |
34 |
First Affirmative Financial Network |
34 |
Moser Wealth Advisors, LLC |
34 |
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF |
34 |
Stokes Family Office, LLC |
34 |
Blackrock Multi-sector Opportunities Trust |
34 |
Putnam ETF Trust - Putnam BioRevolution ETF - |
34 |
Acima Private Wealth, Llc |
34 |
MFCPX - M FUND INC - M Capital Appreciation Fund |
34 |
Worldwide Health Sciences Portfolio |
33 |
Guidant Wealth Advisors |
33 |
MEDX - Listed Funds Trust - Horizon Kinetics Medical ETF |
33 |
Propel Bio Management, LLC |
33 |
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF |
33 |
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares |
33 |
Bar Harbor Trust Services |
33 |
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A |
33 |
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional |
33 |
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
33 |
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service |
33 |
Dominick & Dominick LLC |
33 |
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
33 |
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF |
33 |
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A |
33 |
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF |
33 |
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF |
33 |
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust |
33 |
Cutler Capital Management, LLC |
33 |
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard |
33 |
LifeSteps Financial, Inc. |
33 |
Arnhold LLC |
33 |
Triasima Portfolio Management inc. |
33 |
Cubic Asset Management, LLC |
33 |
Global Thematic Partners, LLC |
33 |
Financial Sense Advisors, Inc. |
33 |
Insight Advisors, LLC/ PA |
33 |
Groesbeck Investment Management Corp /nj/ |
33 |
Offit Capital Advisors Llc |
33 |
Nuveen S&p 500 Buywrite Income Fund |
33 |
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A |
33 |
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
33 |
Sandy Cove Advisors, LLC |
33 |
Stelac Advisory Services LLC |
33 |
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund |
33 |
Perennial Investment Advisors, LLC |
33 |
Dynamic Wealth Strategies, LLC |
33 |
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF |
33 |
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R |
33 |
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class |
33 |
SMITH HAYES Advisers, Inc |
33 |
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF |
33 |
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares |
33 |
Sterne Agee Group, Inc. |
33 |
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) |
33 |
TBH Global Asset Management, LLC |
33 |
Grant Street Asset Management, Inc. |
33 |
Orinda Asset Management LLC |
33 |
Annandale Capital, LLC |
33 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund |
33 |
Summit Wealth Group, LLC |
33 |
Eads & Heald Wealth Management |
33 |
Cypress Capital Management Llc |
33 |
Prospector Partners Llc |
33 |
WIREX - PFS FUNDS - Wireless Fund |
33 |
Miller Howard Investments Inc /ny |
33 |
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund |
33 |
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A |
33 |
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A |
33 |
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I |
33 |
Allianzgi Convertible & Income 2024 Target Term Fund |
33 |
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional |
33 |
Griffin Institutional Access Credit Fund |
33 |
Argentiere Capital Ag |
33 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class |
33 |
Fairman Group, LLC |
33 |
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund |
33 |
Founders Bank & Trust |
33 |
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF |
33 |
JDM Financial Group LLC |
33 |
Burns J W & Co Inc/ny |
33 |
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A |
33 |
Jackson Wealth Management, LLC |
33 |
Iszo Capital Management Lp |
33 |
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class |
33 |
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
33 |
CrestPoint Capital Management, LLC |
33 |
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A |
33 |
Granite FO LLC |
33 |
Orser Capital Management, Llc |
33 |
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF |
33 |
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF |
33 |
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund |
33 |
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A |
33 |
City Financial Investment Co Ltd |
33 |
Symons Capital Management Inc |
33 |
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio |
33 |
Paradigm Financial Advisors, LLC |
33 |
Fcg Advisors, Llc |
33 |
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF |
33 |
Palladiem, Llc |
33 |
Bennett Lawrence Management L L C/ny |
33 |
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional |
33 |
Zevin Asset Management Llc |
33 |
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
33 |
Opus Capital Group, LLC |
33 |
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
33 |
Azimuth Capital Investment Management LLC |
33 |
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class |
33 |
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A |
33 |
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class |
33 |
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A |
33 |
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class |
33 |
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 |
33 |
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N |
33 |
Chesapeake Capital Corp /il/ |
33 |
X-Square Capital, LLC |
33 |
Quadrant Private Wealth Management, LLC |
33 |
Yarbrough Capital, LLC |
33 |
Spirit Of America Management Corp/ny |
33 |
Wendell David Associates Inc |
33 |
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF |
33 |
Precept Management LLC |
33 |
Somerset Trust Co |
33 |
Cardinal Capital Management |
33 |
Bridgewater Advisors Inc. |
33 |
Markston International Llc |
33 |
Titleist Asset Management, Llc |
33 |
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares |
33 |
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class |
33 |
55i, Llc |
33 |
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
33 |
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III |
33 |
Cohen Klingenstein LLC |
33 |
Shilanski & Associates, Inc. |
33 |
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF |
33 |
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF |
33 |
Ntv Asset Management Llc |
33 |
SVA Wealth Management, LLC |
33 |
Lecap Asset Management Ltd |
33 |
Sanctuary Wealth Management, L.L.C. |
33 |
Level Financial Advisors, Inc. |
33 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
33 |
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A |
33 |
Annex Advisory Services, LLC |
33 |
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A |
33 |
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF |
33 |
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A |
33 |
Risk Paradigm Group, LLC |
33 |
Quadcap Wealth Management, LLC |
33 |
Mondrian Investment Partners LTD |
33 |
First Commonwealth Financial Corp /pa/ |
33 |
Cypress Funds Llc |
33 |
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares |
33 |
Old Port Advisors |
33 |
Genesis Wealth Advisors, LLC |
33 |
Whalerock Point Partners, Llc |
33 |
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF |
33 |
Trutina Financial LLC |
33 |
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A |
33 |
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
33 |
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class |
33 |
Beck Capital Management, Llc |
33 |
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund |
33 |
Dg Capital Management Inc |
33 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial |
33 |
Foster & Motley Inc |
33 |
Sentinel Asset Management, Inc. |
33 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class |
33 |
Valmark Advisers, Inc. |
33 |
Cornerstone Advisors Inc |
33 |
PPM Funds - PPM Long Short Credit Fund (Inst) |
33 |
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares |
33 |
Waters Parkerson & Co., Llc |
33 |
MFAAX - AMERICAN FUNDS MORTGAGE FUND - AMERICAN FUNDS MORTGAGE FUND Class A |
33 |
GKV Capital Management Co., Inc. |
33 |
Arrowpoint Investment Partners (Singapore) Pte. Ltd. |
33 |
Flagship Wealth Advisors, Llc |
33 |
Atala Financial Inc |
33 |
Curio Wealth, Llc |
33 |
Bank of Jackson Hole Trust |
33 |
Parvin Asset Management, LLC |
33 |
Dauntless Investment Group, LLC |
32 |
Integrity Alliance, Llc. |
32 |
Vision Financial Markets Llc |
32 |
Maseco Llp |
32 |
Securian Funds Trust - SFT Ivy Small Cap Growth Fund |
32 |
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class |
32 |
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II |
32 |
OTA Financial Group L.P. |
32 |
Penbrook Management LLC |
32 |
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF |
32 |
ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
32 |
Quad Capital Management Advisors LLC |
32 |
Bank of Kentucky, Inc. |
32 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class |
32 |
Lind Global Fund II LP |
32 |
Checkpoint Capital L.P. |
32 |
Global Endowment Management, LP |
32 |
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A |
32 |
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
32 |
Legend Financial Advisors, Inc. |
32 |
Private Asset Management Inc |
32 |
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
32 |
BBH - VanEck Vectors ETF Trust - VanEck Vectors Biotech ETF |
32 |
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I |
32 |
Community Trust & Investment Co |
32 |
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A |
32 |
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A |
32 |
SYM FINANCIAL Corp |
32 |
Applied Finance Capital Management, LLC |
32 |
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional |
32 |
Little House Capital Llc |
32 |
Baron Financial Group, LLC |
32 |
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I |
32 |
KLCM Advisors, Inc. |
32 |
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF |
32 |
Whalen Wealth Management Inc. |
32 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
32 |
Private Harbour Investment Management & Counsel, LLC |
32 |
Platte River Capital LLC |
32 |
Schnieders Capital Management Llc |
32 |
Liberty All Star Growth Fund Inc. |
32 |
Buckley Wealth Management, LLC |
32 |
NAN FUNG TRINITY (HK) Ltd |
32 |
DGS Capital Management, LLC |
32 |
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA |
32 |
Tt International |
32 |
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A |
32 |
RiverFront Investment Group, LLC |
32 |
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares |
32 |
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares |
32 |
Alan B. Lancz & Associates, Inc. |
32 |
Watson Rebecca |
32 |
VCCCX - VALIC Co I - Capital Conservation Fund |
32 |
Frazier Life Sciences Public Fund, L.P. |
32 |
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class |
32 |
JCIC Asset Management Inc. |
32 |
D.B. Root & Company, LLC |
32 |
Aveo Capital Partners, LLC |
32 |
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares |
32 |
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF |
32 |
First Niagara Bank |
32 |
Skaana Management L.P. |
32 |
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I |
32 |
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF |
32 |
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund |
32 |
Lake Street Financial Llc |
32 |
Shapiro Capital Management Llc |
32 |
Texas Capital Bancshares Inc/tx |
32 |
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
32 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
32 |
CBOE Vest Financial, LLC |
32 |
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund |
32 |
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF |
32 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional |
32 |
Vazirani Asset Management LLC |
32 |
Teachers Insurance & Annuity Association Of America |
32 |
Private Management Group Inc |
32 |
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A |
32 |
NOLVX - Northern Funds - Northern Large Cap Value Fund |
32 |
Redmont Wealth Advisors Llc |
32 |
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I |
32 |
Blackstone / Gso Strategic Credit Fund |
32 |
Your Advocates Ltd., LLP |
32 |
Atlas Brown,Inc. |
32 |
Green Alpha Advisors, LLC |
32 |
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class |
32 |
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund |
32 |
Bft Financial Group, Llc |
32 |
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF |
32 |
Blackstone / Gso Long-short Credit Income Fund |
32 |
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares |
32 |
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund |
32 |
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A |
32 |
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 |
32 |
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF |
32 |
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV |
32 |
Dsm Capital Partners Llc |
32 |
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF |
32 |
Stonebridge Financial Planning Group, LLC |
32 |
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares |
32 |
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 |
32 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I |
32 |
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
32 |
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial |
32 |
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A |
32 |
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) |
32 |
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF |
32 |
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I |
32 |
Eaton Vance Enhanced Equity Income Fund Ii |
32 |
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A |
32 |
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF |
32 |
Kelman-Lazarov, Inc. |
32 |
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E |
32 |
Triumph Capital Management |
32 |
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares |
32 |
Nuveen Diversified Dividend & Income Fund |
32 |
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A |
32 |
Hanlon Investment Management, Inc. |
32 |
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund |
32 |
Nilsine Partners, LLC |
32 |
Bivin & Associates, Inc. |
32 |
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A |
32 |
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares |
32 |
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares |
32 |
American Asset Management Inc. |
32 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y |
32 |
PGIM Short Duration High Yield Opportunities Fund |
32 |
Geller Advisors LLC |
32 |
Cape Cod Five Cents Savings Bank |
32 |
Papp L Roy & Associates |
32 |
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF |
32 |
Sand Hill Global Advisors, LLC |
32 |
HRS Investment Holdings, LLC |
32 |
Spotlight Asset Group, Inc. |
32 |
Pacific Global Investment Management Co |
32 |
Guardian Wealth Management, Inc. |
32 |
Arthur M. Cohen & Associates, Llc |
32 |
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II |
32 |
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
32 |
ASB Consultores, LLC |
32 |
Western Asset Global Corporate Defined Opportunity Fund Inc. |
32 |
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares |
32 |
Bedrijfstakpensioenfonds Voor De Media Pno |
32 |
Telluride Asset Management LLC |
32 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I |
32 |
Everhart Financial Group, Inc. |
32 |
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF |
32 |
Atlanta Capital Management Co L L C |
32 |
Slate Path Capital LP |
32 |
Tiemann Investment Advisors, Llc |
32 |
Tru Independence Asset Management 2, Llc |
32 |
Wealthquest Corp |
32 |
Nichols & Pratt Advisers Llp /ma |
32 |
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio |
32 |
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF |
32 |
Encompass Wealth Advisors, Llc |
32 |
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II |
32 |
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF |
32 |
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF |
32 |
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF |
32 |
Liberty One Investment Management, Llc |
32 |
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares |
32 |
Buckingham Capital Management, Inc. |
32 |
Reby Advisors, LLC |
32 |
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class |
32 |
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF |
32 |
Catalytic Wealth RIA, LLC |
32 |
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
32 |
Guild Investment Management, Inc. |
32 |
Shaker Investments Llc/oh |
32 |
Valley National Bancorp |
32 |
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A |
32 |
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF |
32 |
Beaumont Financial Advisors, LLC |
32 |
Ally Financial Inc. |
32 |
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A |
32 |
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF |
32 |
Osborne Partners Capital Management, Llc |
32 |
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares |
32 |
Litman Gregory Asset Management LLC |
32 |
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF |
32 |
Fiduciary Group LLC |
32 |
Ethos Financial Group, LLC |
32 |
Belmont Capital, LLC |
32 |
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA |
32 |
TPG Group Holdings (SBS) Advisors, Inc. |
32 |
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
32 |
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class |
32 |
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
32 |
Pictet North America Advisors SA |
32 |
Angeles Wealth Management, Llc |
31 |
Sharkey, Howes & Javer |
31 |
First Wilshire Securities Management Inc |
31 |
Parametric Risk Advisors LLC |
31 |
Harvey Partners, LLC |
31 |
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A |
31 |
Tritonpoint Wealth, Llc |
31 |
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF |
31 |
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I |
31 |
Onyx Bridge Wealth Group LLC |
31 |
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I |
31 |
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class |
31 |
Gerry Farber, LLC |
31 |
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class |
31 |
Western Asset Management Company, LLC |
31 |
Ark Investment Management Llc |
31 |
Moss Adams Wealth Advisors LLC |
31 |
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I |
31 |
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A |
31 |
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF |
31 |
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 |
31 |
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF |
31 |
Gabelli Go Anywhere Trust |
31 |
Stock Portfolio - Stock Portfolio |
31 |
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund |
31 |
Legacy Capital Wealth Partners, LLC |
31 |
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF |
31 |
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund |
31 |
CSM Advisors, LLC |
31 |
Regency Capital Management Inc.\DE |
31 |
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund |
31 |
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y |
31 |
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I |
31 |
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R |
31 |
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A |
31 |
Hgk Asset Management Inc |
31 |
Long Island Wealth Management, Inc. |
31 |
Spinnaker Trust |
31 |
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class |
31 |
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund |
31 |
Prosperity Wealth Management, Inc. |
31 |
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional |
31 |
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF |
31 |
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II |
31 |
MML Series Investment Fund II - MML High Yield Fund Class II |
31 |
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional |
31 |
Cornerstone Total Return Fund Inc |
31 |
Cadence Bank Na |
31 |
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class |
31 |
Leo Wealth, LLC |
31 |
Pegasus Partners Ltd. |
31 |
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I |
31 |
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF |
31 |
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares |
31 |
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class |
31 |
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF |
31 |
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares |
31 |
Leverage Partners Absolute Return Fund SPC |
31 |
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares |
31 |
Mitchell Sinkler & Starr/pa |
31 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A |
31 |
Crystalline Management Inc. |
31 |
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF |
31 |
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class |
31 |
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF |
31 |
Greenwood Gearhart Inc |
31 |
Glacier Peak Capital LLC |
31 |
Grassi Investment Management |
31 |
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
31 |
GQG Partners LLC |
31 |
Smith Affiliated Capital Corp. |
31 |
Polen Capital Management Llc |
31 |
Perpetual Investment Management Ltd |
31 |
Acropolis Investment Management, LLC |
31 |
Fondren Management LP |
31 |
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF |
31 |
Delta Financial Group, Inc. |
31 |
Cercano Management LLC |
31 |
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A |
31 |
Capital Income Builder |
31 |
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF |
31 |
Capital Counsel Llc/ny |
31 |
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund |
31 |
Strategic Advisors LLC |
31 |
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
31 |
Argent Trust Co |
31 |
Clear Point Advisors Inc. |
31 |
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
31 |
Horizons Etf Trust I |
31 |
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional |
31 |
Wealth Advisory Solutions, LLC |
31 |
Granite Investment Advisors, LLC |
31 |
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I |
31 |
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
31 |
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF |
31 |
Pioneer High Income Trust |
31 |
Paragon Wealth Strategies, LLC |
31 |
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF |
31 |
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF |
31 |
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund |
31 |
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
31 |
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF |
31 |
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A |
31 |
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio |
31 |
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class |
31 |
MSVDX - MORGAN STANLEY INSTITUTIONAL FUND INC - Vitality Portfolio Class I |
31 |
Analyst IMS Investment Management Services Ltd. |
31 |
London Co Of Virginia |
31 |
Coyle Financial Counsel LLC |
31 |
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A |
31 |
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund |
31 |
Highland Private Wealth Management |
31 |
Dreyfus High Yield Strategies Fund |
31 |
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares |
31 |
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional |
31 |
Nicolet Bankshares Inc |
31 |
Shellback Capital, LP |
31 |
3Chopt Investment Partners, LLC |
31 |
Greenlight Capital Inc |
31 |
Martin Currie Ltd |
31 |
Vicus Capital |
31 |
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF |
31 |
Ewa, Llc |
31 |
Wbh Advisory Inc |
31 |
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F |
31 |
Congress Park Capital LLC |
31 |
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares |
31 |
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
31 |
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
31 |
Mitchell Capital Management Co |
31 |
Strategic Financial Services, Inc, |
31 |
SPC Financial, Inc. |
31 |
Penseco Financial Services Corp |
31 |
Centennial Bank/AR/ |
31 |
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF |
31 |
Parian Global Management LP |
31 |
BARING ASSET MANAGEMENT Ltd |
31 |
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y |
31 |
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF |
31 |
Pacific View Asset Management, Llc |
31 |
Hedeker Wealth, LLC |
31 |
Schulhoff & Co Inc |
31 |
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I |
31 |
CTC Capital Management, LLC |
31 |
Schmidt P J Investment Management Inc |
31 |
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares |
31 |
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I |
31 |
Chartwell Investment Partners/pa |
31 |
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A |
31 |
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF |
31 |
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF |
31 |
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class |
31 |
Southport Management, L.l.c. |
31 |
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF |
31 |
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF |
31 |
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF |
31 |
Hunter Perkins Capital Management, LLC |
31 |
Fft Wealth Management Llc |
31 |
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
31 |
WestEnd Advisors, LLC |
31 |
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
31 |
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A |
31 |
Rinkey Investments |
31 |
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R |
31 |
Ironwood Investment Counsel, LLC |
31 |
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A |
31 |
Euclidean Technologies Management, LLC |
31 |
Jensen Investment Management Inc |
31 |
Hardy Reed LLC |
31 |
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I |
31 |
APG Asset Management US Inc. |
31 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund |
31 |
1776 Wealth LLC |
31 |
Permanens Capital L.P. |
31 |
National Penn Investors Trust Co /pa |
31 |
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
31 |
Demars Financial Group, LLC |
31 |
Sage Rock Capital Management LP |
31 |
Baupost Group Llc/ma |
31 |
Albar Capital Ltd |
31 |
Covenant Partners, LLC |
31 |
InterOcean Capital, LLC |
31 |
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund |
31 |
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF |
31 |
MD Financial Management Inc. |
31 |
Rexford Capital Inc |
31 |
Midwest Trust Co |
31 |
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF |
31 |
Roxbury Financial LLC |
31 |
Evelyn Partners Investment Management Services Ltd |
31 |
Ransom Advisory, Ltd |
31 |
Sovran Advisors, LLC |
30 |
Evolution Wealth Management Inc. |
30 |
Accredited Wealth Management, LLC |
30 |
Redwood Park Advisors LLC |
30 |
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 |
30 |
Talon Private Wealth, LLC |
30 |
Pandora Wealth, Inc. |
30 |
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares |
30 |
Wealth Alliance Advisory Group, LLC |
30 |
Guardian Wealth Advisors, Llc / Nc |
30 |
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares |
30 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 |
30 |
Indices-Pac Research Corp. |
30 |
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund |
30 |
Investors Financial Group, LLC |
30 |
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
30 |
Liberty Capital Management, Inc. |
30 |
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I |
30 |
Manikay Partners, LLC |
30 |
Commonwealth Financial Services, LLC |
30 |
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF |
30 |
MRP Capital Investments, LLC |
30 |
Chapin Davis, Inc. |
30 |
SILVER OAK SECURITIES, Inc |
30 |
NMIEX - Northern Funds - Active M International Equity Fund |
30 |
Merriman Wealth Management, LLC |
30 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio |
30 |
Private Capital Management, LLC |
30 |
Cornerstone Strategic Value Fund Inc |
30 |
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B |
30 |
Cqs (us), Llc |
30 |
DWAQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA NASDAQ Momentum ETF |
30 |
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A |
30 |
ShoreHaven Wealth Partners, LLC |
30 |
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
30 |
Merrion Investment Management Co, LLC |
30 |
Hellman Jordan Management Co Inc /ma/ |
30 |
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional |
30 |
Schwartz Investment Counsel Inc |
30 |
Butensky & Cohen Financial Security, Inc |
30 |
Harris Associates L P |
30 |
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A |
30 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I |
30 |
Gleason Group, Inc. |
30 |
Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B |
30 |
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF |
30 |
LaFleur & Godfrey LLC |
30 |
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I |
30 |
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class |
30 |
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF |
30 |
TrueMark Investments, LLC |
30 |
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N |
30 |
Badgley Phelps Wealth Managers, LLC |
30 |
Satuit Capital Management Trust |
30 |
Bingham Osborn & Scarborough Llc |
30 |
Kiely Wealth Advisory Group, Inc. |
30 |
Financial Freedom, LLC |
30 |
Glenhill Advisors Llc |
30 |
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF |
30 |
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio |
30 |
TAPKX - TRANSAMERICA FUNDS - Transamerica Sustainable Bond I |
30 |
Dean Capital Management |
30 |
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF |
30 |
Parcion Private Wealth LLC |
30 |
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class |
30 |
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF |
30 |
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
30 |
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class |
30 |
River Road Asset Management, LLC |
30 |
Channing Capital Management, LLC |
30 |
PENN SERIES FUNDS INC - Flexibly Managed Fund |
30 |
Waverton Investment Management Ltd |
30 |
Weatherly Asset Management L. P. |
30 |
America First Investment Advisors, LLC |
30 |
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A |
30 |
Rikoon Group, LLC |
30 |
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund |
30 |
Vanguard Windsor Funds |
30 |
Knollwood Investment Advisory, LLC |
30 |
Seven Springs Wealth Group, LLC |
30 |
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF |
30 |
First Trust Investment Solutions L.P. |
30 |
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A |
30 |
FS Series Trust - FS Market Neutral Fund Class I |
30 |
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) |
30 |
Accredited Investors Inc. |
30 |
Dreyfus Manager Funds I |
30 |
Alerus Investment Advisors Corp |
30 |
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares |
30 |
New Vernon Capital Holdings II LLC |
30 |
Oxler Private Wealth LLC |
30 |
Hotaling Investment Management, LLC |
30 |
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF |
30 |
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund |
30 |
Garden State Investment Advisory Services LLC |
30 |
Strategic Capital Group LLC |
30 |
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund |
30 |
Buck Wealth Strategies, LLC |
30 |
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A |
30 |
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA |
30 |
Profunds - Profund Vp Basic Materials |
30 |
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares |
30 |
STLV - iSHARES TRUST - iShares Factors US Value Style ETF |
30 |
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares |
30 |
Peoples Bank/KS |
30 |
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A |
30 |
Edgemoor Investment Advisors, Inc. |
30 |
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A |
30 |
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
30 |
Vhcp Management Iii, Llc |
30 |
Mcmillion Capital Management Inc |
30 |
WP Advisors, LLC |
30 |
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A |
30 |
Difesa Capital Management, Lp |
30 |
PCA Investment Advisory Services Inc. |
30 |
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K |
30 |
Perkins Investment Management, LLC |
30 |
USVT - Ultimus Managers Trust - US VALUE ETF |
30 |
Cornerstone Wealth Group, LLC |
30 |
National Wealth Management Group, LLC |
30 |
Prosperity Consulting Group, LLC |
30 |
Kernodle & Katon Asset Management Group, LLC |
30 |
Fairway Wealth LLC |
30 |
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A |
30 |
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A |
30 |
Nwq Investment Management Company, Llc |
30 |
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A |
30 |
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV |
30 |
Old Mission Capital, Llc |
30 |
Probity Advisors, Inc. |
30 |
Blue Rock Advisors, LLC |
30 |
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I |
30 |
Delphi Management Inc /ma/ |
30 |
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF |
30 |
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF |
30 |
Farmers Trust Co |
30 |
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A |
30 |
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
30 |
Maryland Capital Advisors Inc. |
30 |
BMPIX - Profunds - Basic Materials Ultrasector Profund Investor Class |
30 |
Scout Funds |
30 |
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio |
30 |
Marshall Financial Group LLC |
30 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional |
30 |
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N |
30 |
Tanaka Capital Management Inc |
30 |
Blackhill Capital Inc |
30 |
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF |
30 |
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares |
30 |
Capstone Financial Advisors, Inc. |
30 |
Chris Bulman Inc |
30 |
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A |
30 |
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF |
30 |
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A |
30 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I |
30 |
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional |
30 |
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF |
30 |
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A |
30 |
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF |
30 |
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard |
30 |
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF |
30 |
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class |
30 |
Norman Fields, Gottscho Capital Management, LLC |
30 |
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF |
30 |
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF |
30 |
MorganRosel Wealth Management, LLC |
30 |
KG&L Capital Management,LLC |
30 |
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF |
30 |
Fairscale Capital, LLC |
30 |
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z |
30 |
Latitude Advisors, LLC |
30 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class |
30 |
Global Assets Advisory, LLC |
30 |
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional |
30 |
Peloton Wealth Strategists |
30 |
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A |
30 |
Baker Ellis Asset Management LLC |
30 |
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A |
30 |
Interval Partners, LP |
30 |
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) |
30 |
Trust Co Of Virginia /va |
30 |
Oaktree Diversified Income Fund Inc. |
30 |
EagleClaw Capital Managment, LLC |
30 |
Ayrton Capital LLC |
30 |
Sensato Investors LLC |
30 |
Mawer Investment Management Ltd. |
30 |
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A |
30 |
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund |
30 |
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund |
30 |
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares |
30 |
Galaxy Capital Trading Ltd |
30 |
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF |
30 |
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund |
30 |
New Hampshire Trust |
30 |
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares |
30 |
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) |
30 |
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares |
30 |
Colonial River Wealth Management, LLC |
29 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class |
29 |
Fic Capital Inc |
29 |
Waterloo Capital, L.P. |
29 |
MainStreet Investment Advisors LLC |
29 |
NF Trinity Capital (Hong Kong) Ltd |
29 |
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF |
29 |
Dunvegan Associates, Inc. |
29 |
ERTS Wealth Advisors, LLC |
29 |
Union Savings Bank |
29 |
Point View Wealth Management, Inc. |
29 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A |
29 |
Cypress Point Wealth Management, LLC |
29 |
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A |
29 |
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class |
29 |
Pimco Dynamic Income Fund |
29 |
Violich Capital Management, Inc. |
29 |
J. W. Coons Advisors, LLC |
29 |
Tran Capital Management, L.p. |
29 |
Addenda Capital Inc. |
29 |
Excalibur Management Corp |
29 |
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A |
29 |
StellarOne CORP |
29 |
Thor Advisors, Llc |
29 |
Schafer Cullen Capital Management Inc |
29 |
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A |
29 |
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class |
29 |
John Hancock Investors Trust |
29 |
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class |
29 |
Alliance Wealth Advisors, LLC /UT |
29 |
Troluce Capital Advisors LLC |
29 |
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF |
29 |
Zevenbergen Capital Investments Llc |
29 |
Abacus Planning Group, Inc. |
29 |
Resource Management, LLC |
29 |
Woodard & Co Asset Management Group Inc /adv |
29 |
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A |
29 |
Quotient Wealth Partners, LLC |
29 |
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB |
29 |
Vaughan David Investments Inc/il |
29 |
Notis-McConarty Edward |
29 |
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A |
29 |
Transcendent Capital Group LLC |
29 |
Cohen Lawrence B |
29 |
Goodman Financial Corp |
29 |
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund |
29 |
Endex Capital Management Llc |
29 |
ACK Asset Management LLC |
29 |
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares |
29 |
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
29 |
Greatmark Investment Partners, Inc. |
29 |
Smith Shellnut Wilson Llc /adv |
29 |
Capital Planning Advisors, LLC |
29 |
Canandaigua National Corp |
29 |
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF |
29 |
Hager Investment Management Services, Llc |
29 |
Campbell Wealth Management |
29 |
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF |
29 |
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class |
29 |
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund |
29 |
Seneca Capital Investments, L.p. |
29 |
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund |
29 |
WATWX - WANGER ADVISORS TRUST - Wanger Select |
29 |
Biltmore Family Office, LLC |
29 |
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class |
29 |
LeJeune Puetz Investment Counsel LLC |
29 |
Voss Capital, LLC |
29 |
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund |
29 |
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A |
29 |
Magnolia Capital Advisors Llc |
29 |
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
29 |
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class |
29 |
MONTX - MONETTA TRUST - Monetta Fund |
29 |
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A |
29 |
Davidson Kempner Partners |
29 |
Valentine Capital Asset Management, Inc. |
29 |
Beacon Trust Co |
29 |
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class |
29 |
Adams Street Partners Llc |
29 |
IYM - iSHARES TRUST - iShares U.S. Basic Materials ETF |
29 |
Credit Capital Investments LLC |
29 |
British Airways Pensions Investment Management Ltd |
29 |
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class |
29 |
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A |
29 |
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A |
29 |
Lytton Laurence W |
29 |
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF |
29 |
Arcadia Investment Advisors Llc |
29 |
South Georgia Capital, Llc |
29 |
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class |
29 |
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF |
29 |
Viking Fund Management Llc |
29 |
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
29 |
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF |
29 |
Northstar Wealth Partners LLC |
29 |
Mpm Asset Management Llc |
29 |
Berkeley Capital Partners, LLC |
29 |
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares |
29 |
Tradewinds, LLC. |
29 |
HC Advisors, LLC |
29 |
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA |
29 |
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class |
29 |
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio |
29 |
Cornerstone Advisors, LLC |
29 |
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class |
29 |
Systematic Alpha Investments, LLC |
29 |
Ares Dynamic Credit Allocation Fund, Inc. |
29 |
Bank Pictet & Cie (asia) Ltd |
29 |
Anderson Hoagland & Co |
29 |
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund |
29 |
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
29 |
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF |
29 |
Skba Capital Management Llc |
29 |
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 |
29 |
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF |
29 |
Lester Murray Antman dba SimplyRich |
29 |
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund |
29 |
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class |
29 |
ELCO Management Co., LLC |
29 |
Nixon Peabody Trust Co |
29 |
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF |
29 |
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF |
29 |
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 |
29 |
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class |
29 |
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class |
29 |
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares |
29 |
Aft, Forsyth & Company, Inc. |
29 |
Sterling Global Strategies LLC |
29 |
Jamison Eaton & Wood Inc /nj |
29 |
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) |
29 |
GraniteShares Advisors LLC |
29 |
Btr Capital Management Inc |
29 |
Starboard Value LP |
29 |
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A |
29 |
Strategic Wealth Designers |
29 |
Syntax Research, Inc. |
29 |
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class |
29 |
Rainier Group Investment Advisory LLC |
29 |
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF |
29 |
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class |
29 |
Chesapeake Wealth Management |
29 |
Autumn Glory Partners, LLC |
29 |
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares |
29 |
Ninety One North America, Inc. |
29 |
C2C Wealth Management, LLC |
29 |
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A |
29 |
BAD - Listed Funds Trust - B.A.D. ETF |
29 |
KIFAX - Forward Funds - Salient Select Income Fund Class A |
29 |
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund |
29 |
Rowland Carmichael Advisors Inc /adv |
29 |
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class |
29 |
Southeast Asset Advisors Inc. |
29 |
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
29 |
Eaton Vance Tax-managed Buy-write Opportunities Fund |
29 |
Bank OZK |
29 |
Dfa Investment Dimensions Group Inc - Va Short-term Fixed Portfolio |
29 |
Minot Wealth Management LLC |
29 |
Asset Management Corp /il/ /adv |
29 |
Financial Advantage, Inc. |
29 |
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A |
29 |
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I |
29 |
VELA Investment Management, LLC |
29 |
Fullcircle Wealth Llc |
29 |
Chescapmanager LLC |
29 |
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares |
29 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service |
29 |
Alaethes Wealth LLC |
29 |
Relative Value Partners Group, LLC |
29 |
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund |
29 |
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class |
29 |
Cannon Financial Strategists, Inc. |
29 |
Securian Funds Trust - SFT T. Rowe Price Value Fund |
29 |
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV |
29 |
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A |
29 |
Robinson Capital Management, Llc |
29 |
IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A |
29 |
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares |
29 |
Sea Otter Advisors LLC |
29 |
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. |
29 |
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
29 |
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A |
29 |
Fragasso Group Inc. |
29 |
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB |
29 |
Trivant Custom Portfolio Group, LLC |
29 |
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class |
29 |
Cortina Funds, Inc. |
29 |
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) |
29 |
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) |
29 |
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio |
29 |
Gibbs Wealth Management |
29 |
Militia Capital Partners, LP |
29 |
Springhill Fund Asset Management (HK) Co Ltd |
29 |
Integrated Quantitative Investments LLC |
29 |
FLP Wealth Management, LLC |
29 |
Putney Financial Group LLC |
29 |
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares |
29 |
Stance Capital Llc |
29 |
denkapparat Operations GmbH |
28 |
Wealth Management Associates, Inc. |
28 |
Minot DeBlois Advisors LLC |
28 |
Greykasell Wealth Strategies, Inc. |
28 |
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 |
28 |
Benchmark Capital Advisors |
28 |
Claudia M.p. Batlle, Crp (r) Llc |
28 |
Stockman Wealth Management, Inc. |
28 |
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF |
28 |
Glaxis Capital Management, LLC |
28 |
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares |
28 |
American Independence Funds Trust |
28 |
Silicon Hills Wealth Management, LLC |
28 |
STFGX - Advisers Investment Trust - State Farm Growth Fund |
28 |
Retirement Guys Formula Llc |
28 |
Kalmar Investments Inc /de/ |
28 |
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A |
28 |
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A |
28 |
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A |
28 |
Mork Capital Management, LLC |
28 |
Round Table Services, LLC |
28 |
MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class |
28 |
Scissortail Wealth Management, LLC |
28 |
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
28 |
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A |
28 |
Bank & Trust Co |
28 |
Elm Advisors, Llc |
28 |
Norwood Financial Corp |
28 |
Studio Investment Management Llc |
28 |
Fiduciary Family Office, Llc |
28 |
Copperwynd Financial, LLC |
28 |
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 |
28 |
Forte Capital Llc /adv |
28 |
US Asset Management LLC |
28 |
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV |
28 |
Mjp Associates Inc /adv |
28 |
Uncommon Cents Investing LLC |
28 |
Invesco Dynamic Credit Opportunities Fund |
28 |
Yellowstone Partners, LLC |
28 |
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class |
28 |
Profit Investment Management, LLC |
28 |
Empire Life Investments Inc. |
28 |
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF |
28 |
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund |
28 |
Criterion Capital Advisors, Llc |
28 |
Fdp Series, Inc. |
28 |
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A |
28 |
Peachtree Investment Advisors, Inc. |
28 |
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
28 |
Unison Advisors LLC |
28 |
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio |
28 |
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio |
28 |
Palouse Capital Management, Inc. |
28 |
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF |
28 |
Beutel, Goodman & Co Ltd. |
28 |
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 |
28 |
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard |
28 |
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund |
28 |
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB |
28 |
LOPX - Direxion Shares ETF Trust - Direxion Low Priced Stock ETF |
28 |
Taylor, Cottrill, Erickson & Associates, Inc. |
28 |
Haber Trilix Advisors, Lp |
28 |
Financial Avengers, Inc. |
28 |
Mechanics Financial Corp |
28 |
Community Bank System, Inc. |
28 |
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I |
28 |
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares |
28 |
Court Place Advisors, LLC |
28 |
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. |
28 |
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF |
28 |
Alta Wealth Advisors LLC |
28 |
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF |
28 |
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
28 |
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund |
28 |
Game Creek Capital, LP |
28 |
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class |
28 |
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A |
28 |
DFCFX - Dimensional Investment Group Inc - Dfa Two-year Fixed Income Portfolio |
28 |
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P |
28 |
Thrive Wealth Management, LLC |
28 |
Integrated Wealth Counsel, Llc |
28 |
Corriente Advisors, LLC |
28 |
VCSOX - VALIC Co I - International Socially Responsible Fund |
28 |
VNBTrust, National Association |
28 |
Ables, Iannone, Moore & Associates, Inc. |
28 |
Country Club Bank /gfn |
28 |
Winthrop Partners - Wny, Llc |
28 |
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class |
28 |
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
28 |
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ |
28 |
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A |
28 |
Capital Growth Management Lp |
28 |
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF |
28 |
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II |
28 |
Davis Capital Management |
28 |
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF |
28 |
Oder Investment Management, LLC |
28 |
Jackson Square Partners, LLC |
28 |
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) |
28 |
Soviero Asset Management, LP |
28 |
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A |
28 |
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF |
28 |
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A |
28 |
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund |
28 |
WFA Asset Management Corp |
28 |
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class |
28 |
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class |
28 |
Harbor Financial Services, Llc |
28 |
Aj Wealth Strategies, Llc |
28 |
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF |
28 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class |
28 |
Bedell Frazier Investment Counseling, LLC |
28 |
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF |
28 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I |
28 |
Lionsbridge Wealth Management LLC |
28 |
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A |
28 |
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L |
28 |
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A |
28 |
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF |
28 |
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N |
28 |
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares |
28 |
Fairfax Financial Holdings Ltd/ Can |
28 |
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S |
28 |
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
28 |
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
28 |
Tectonic Advisors Llc |
28 |
HCCSX - HC CAPITAL TRUST - The Commodity Returns Strategy Portfolio HC Strategic Shares |
28 |
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF |
28 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A |
28 |
DAINX - Dunham Funds - Dunham International Stock Fund Class A |
28 |
American National Bank & Trust Co /va/ |
28 |
Covenant Multifamily Offices, LLC |
28 |
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund |
28 |
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A |
28 |
Ariel Investments, Llc |
28 |
Parametric Market Neutral Portfolio |
28 |
Baron Wealth Management LLC |
28 |
American Independence Financial Services LLC |
28 |
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 |
28 |
Net Worth Advisory Group |
28 |
Financial Life Planners |
28 |
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares |
28 |
Zions Trust, National Association |
28 |
Cruiser Capital Advisors, Llc |
28 |
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF |
28 |
Aurora Private Wealth, Inc. |
28 |
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares |
28 |
Lighthouse Financial Advisors, Inc. |
28 |
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 |
28 |
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 |
28 |
Novare Capital Management Llc |
28 |
Ironbridge Funds, Inc. |
28 |
Nuveen Global High Income Fund |
28 |
BlackRock Multi-Sector Opportunities Trust II |
28 |
Rivernorth Marketplace Lending Corp |
28 |
Burren Capital Advisors Ltd |
28 |
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A |
28 |
Apex Capital, Llc |
28 |
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares |
28 |
AVCIX - American Century Variable Portfolios Inc - Vp Capital Appreciation Fund Class I |
28 |
Power Corp of Canada |
28 |
Millrace Asset Group, Inc. |
28 |
Marks Group Wealth Management, Inc |
28 |
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund |
28 |
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund |
28 |
HBC Financial Services, PLLC |
28 |
Syntax Advisors, Llc |
28 |
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF |
28 |
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund |
28 |
Olistico Wealth, LLC |
28 |
Maryland Capital Management |
28 |
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A |
28 |
Aisling Capital Management LP |
28 |
Strategic Investment Advisors / MI |
28 |
MOON - Direxion Shares ETF Trust - Direxion Moonshot Innovators ETF |
28 |
NORTHERN FUNDS - U.S. Quality ESG Fund Class I |
28 |
Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 |
28 |
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF |
28 |
Northstar Group, Inc. |
28 |
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF |
28 |
Hefty Wealth Partners |
28 |
TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class |
28 |
Pingora Partners LLC |
28 |
Affinity Wealth Management Llc |
28 |
Focus Financial Network Inc /adv |
28 |
QICLX - AQR Funds - AQR International Multi-Style Fund Class I |
28 |
FourWorld Capital Management LLC |
28 |
Hoese & Co LLP |
28 |
Aprio Wealth Management, LLC |
28 |
Premier Path Wealth Partners, LLC |
28 |
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A |
28 |
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class |
28 |
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
28 |
Souders Financial Advisors |
28 |
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A |
28 |
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional |
28 |
Astoria Portfolio Advisors LLC. |
28 |
Graybill Bartz & Assoc Ltd |
28 |
Abbrea Capital, LLC |
28 |
New Capital Management LP |
28 |
Sicart Associates LLC |
28 |
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I |
28 |
Tradition Capital Management Llc |
28 |
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y |
28 |
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF |
28 |
SignalPoint Asset Management, LLC |
28 |
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF |
28 |
Tyche Wealth Partners LLC |
28 |
FRANK FUNDS - Camelot Event Driven Fund Class A Shares |
28 |
Benson Investment Management Company, Inc. |
28 |
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV |
28 |
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
28 |
Matisse Capital |
28 |
Flow State Investments, L.P. |
28 |
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A |
27 |
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF |
27 |
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A |
27 |
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class |
27 |
Greylin Investment Mangement Inc |
27 |
Portfolio Strategies, Inc. |
27 |
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF |
27 |
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A |
27 |
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A |
27 |
ANTIPODES PARTNERS Ltd |
27 |
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A |
27 |
Riverwater Partners LLC |
27 |
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF |
27 |
Gries Financial Llc |
27 |
Prudent Man Advisors, LLC |
27 |
Signal Advisors Wealth, LLC |
27 |
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A |
27 |
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund |
27 |
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I |
27 |
Marvin & Palmer Associates Inc |
27 |
Carson Advisory Inc. |
27 |
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A |
27 |
Puzo Michael J |
27 |
Farmers & Merchants Trust Co of Long Beach |
27 |
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A |
27 |
Roubaix Capital, LLC |
27 |
Signet Investment Advisory Group, Inc. |
27 |
Monticello Wealth Management, Llc |
27 |
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A |
27 |
Wolf Group Capital Advisors |
27 |
Achievement Holdings L.P. |
27 |
Paradigm, Strategies in Wealth Management, LLC |
27 |
AFTEX - TAX EXEMPT BOND FUND OF AMERICA - TAX EXEMPT BOND FUND OF AMERICA Class A |
27 |
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A |
27 |
Princeton Capital Management Inc |
27 |
McGuire Investment Group, LLC |
27 |
Hatteras Alternative Mutual Funds, LLC |
27 |
Stephens Investment Management Group LLC |
27 |
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A |
27 |
MHITX - MFS SERIES TRUST III - MFS High Income Fund A |
27 |
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF |
27 |
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I |
27 |
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) |
27 |
Peterson Financial Group, Inc. |
27 |
Caisse Des Depots Et Consignations |
27 |
Palmer Square Opportunistic Income Fund |
27 |
Randolph Co Inc |
27 |
Mountain Pacific Investment Advisers Inc/id |
27 |
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF |
27 |
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF |
27 |
Narwhal Capital Management |
27 |
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class |
27 |
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A |
27 |
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund |
27 |
Cypress Wealth Services, LLC |
27 |
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF |
27 |
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF |
27 |
Aspen Grove Capital, LLC |
27 |
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A |
27 |
Columbus Hill Capital Management, L.P. |
27 |
Ameliora Wealth Management Ltd. |
27 |
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF |
27 |
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund |
27 |
Seven Bridges Advisors LLC |
27 |
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class |
27 |
Loews Corp |
27 |
Altitude Crest Partners Inc. |
27 |
Eaton Vance Tax-managed Buy-write Income Fund |
27 |
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund |
27 |
Capital Investment Counsel, Inc |
27 |
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund |
27 |
Geneva Partners, LLC |
27 |
Argonautica Private Wealth Management, Inc |
27 |
Richwood Investment Advisors, LLC |
27 |
Blue Square Asset Management, Llc |
27 |
TCF National Bank |
27 |
NOIEX - Northern Funds - Northern Income Equity Fund |
27 |
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A |
27 |
Advanced Portfolio Management, LLC |
27 |
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class |
27 |
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A |
27 |
Dow Chemical Co /de/ |
27 |
Karlinski Andrew C |
27 |
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF |
27 |
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF |
27 |
KCS Wealth Advisory |
27 |
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 |
27 |
Bard Associates Inc |
27 |
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A |
27 |
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares |
27 |
Cooper/haims Advisors, Llc |
27 |
Old Dominion Capital Management Inc |
27 |
Transatlantique Private Wealth Llc |
27 |
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 |
27 |
XHYH - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Healthcare Sector ETF |
27 |
Berylson Capital Partners, Llc |
27 |
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund |
27 |
Heights Capital Management, Inc |
27 |
Montag & Caldwell, Llc |
27 |
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 |
27 |
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A |
27 |
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 |
27 |
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A |
27 |
Markel Corp |
27 |
Keeler THomas Management LLC |
27 |
Securian Funds Trust - SFT Dynamic Managed Volatility Fund |
27 |
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
27 |
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional |
27 |
Tufton Capital Management |
27 |
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV |
27 |
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) |
27 |
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares |
27 |
WHV Investments, Inc. |
27 |
OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class |
27 |
Roanoke Asset Management Corp/ Ny |
27 |
Sandbar Asset Management LLP |
27 |
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A |
27 |
Kera Capital Partners, Inc. |
27 |
William Harris Investors Inc |
27 |
Adell Harriman & Carpenter Inc |
27 |
Accident Compensation Corp |
27 |
Alpine Associates Advisors |
27 |
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB |
27 |
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares |
27 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class |
27 |
RBA Wealth Management, LLC |
27 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class |
27 |
Diag Capital Management, Lp |
27 |
Reinhart Partners, Inc. |
27 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class |
27 |
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF |
27 |
SANE - Series Portfolios Trust - Subversive Mental Health ETF |
27 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I |
27 |
Lombardia Capital Partners Llc |
27 |
Birch Grove Capital LP |
27 |
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A |
27 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I |
27 |
New Perspective Fund |
27 |
Westhampton Capital, LLC |
27 |
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A |
27 |
ZIG - ETF Series Solutions - The Acquirers Fund |
27 |
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares |
27 |
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A |
27 |
AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF |
27 |
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI |
27 |
Shepherd Financial Partners LLC |
27 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class |
27 |
Kendall Capital Management |
27 |
Vista Private Wealth Partners. LLC |
27 |
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB |
27 |
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND |
27 |
Cox Capital Mgt LLC |
27 |
Lafayette Investments, Inc. |
27 |
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class |
27 |
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I |
27 |
Gold Investment Management Ltd. |
27 |
Putnam Voyager Fund |
27 |
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F |
27 |
Franklin, Parlapiano, Turner & Welch, LLC |
27 |
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class |
27 |
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I |
27 |
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R |
27 |
Saratoga Research & Investment Management |
27 |
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares |
27 |
Atalaya Capital Management LP |
27 |
Dillon & Associates Inc |
27 |
Highfields Capital Management Lp |
27 |
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares |
27 |
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia |
27 |
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A |
27 |
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF |
27 |
Edmond De Rothschild Asset Management (france) |
27 |
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A |
27 |
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A |
27 |
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF |
27 |
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF |
27 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund |
27 |
Nuance Investments, Llc |
27 |
RIA Advisory Group LLC |
27 |
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6 |
27 |
Maso Capital Partners Ltd |
27 |
Bender Robert & Associates |
27 |
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
27 |
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares |
27 |
First National Bank Sioux Falls |
27 |
APSGX - Fiera Capital Series Trust - FIERA CAPITAL SMALL/MID-CAP GROWTH FUND Institutional Class |
27 |
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund |
27 |
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class |
27 |
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A |
27 |
Fagan Associates, Inc. |
27 |
Lgl Partners, Llc |
27 |
Jolley Asset Management, LLC |
27 |
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class |
27 |
Tamarack Capital Management, LLC |
27 |
300 North Capital, Llc |
27 |
Innovator ETFs Trust - Innovator Equity Managed Floor ETF |
27 |
Antipodean Advisors LLC |
27 |
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF |
27 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
27 |
HMS Capital Management, LLC |
27 |
IWL - iSHARES TRUST - iShares Russell Top 200 ETF |
27 |
First Financial Equity Corporation |
27 |
Zhang Financial LLC |
27 |
Artal International S.C.A. |
27 |
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF |
27 |
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares |
27 |
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund |
27 |
Pioneer Diversified High Income Trust |
27 |
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund |
27 |
Kingstone Capital Partners Texas, LLC |
27 |
Generali Investments CEE, investicni spolecnost, a.s. |
27 |
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class |
26 |
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF |
26 |
Ag2r La Mondiale Gestion D'actifs |
26 |
Graney & King, LLC |
26 |
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class |
26 |
Wealthedge Investment Advisors, Llc |
26 |
Clare Market Investments LLC |
26 |
Madison Investment Advisors, LLC |
26 |
Sava Infond d.o.o. |
26 |
Optimize Financial Inc |
26 |
Indie Asset Partners, LLC |
26 |
Kidder Stephen W |
26 |
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares |
26 |
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II |
26 |
Vanguard Convertible Securities Fund |
26 |
Sachem Head Capital Management LP |
26 |
Lifeworks Advisors, LLC |
26 |
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF |
26 |
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A |
26 |
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class |
26 |
First National Bank of Hutchinson |
26 |
Scharf Investments, Llc |
26 |
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class |
26 |
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A |
26 |
Fidgeon Timothy F |
26 |
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group |
26 |
Kerrisdale Advisers, LLC |
26 |
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares |
26 |
Gainplan LLC |
26 |
Cornerstone Management, Inc. |
26 |
Napier Park Global Capital (US) LP |
26 |
Klr Investment Advisors, Llc |
26 |
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund |
26 |
Schaper Benz & Wise Investment Counsel Inc/wi |
26 |
Harvest Capital Strategies LLC |
26 |
Hendley & Co Inc |
26 |
DLK Investment Management, LLC |
26 |
Deutsche Value Series, Inc |
26 |
Autus Asset Management, LLC |
26 |
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF |
26 |
Boys Arnold & Co Inc |
26 |
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio |
26 |
Pinnacle Wealth Advisors |
26 |
44 Wealth Management Llc |
26 |
West Michigan Advisors, Llc |
26 |
CAFG - Pacer Funds Trust - Pacer US Small Cap Cash Cows Growth Leaders ETF |
26 |
Perbak Capital Partners LLP |
26 |
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF |
26 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
26 |
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. |
26 |
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF |
26 |
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF |
26 |
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A |
26 |
JMCGX - Jacob Funds Inc. - Jacob Micro Cap Growth Fund Investor Class |
26 |
Lakewood Asset Management LLC |
26 |
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class |
26 |
D. Scott Neal, Inc. |
26 |
Beacon Harbor Wealth Advisors, Inc. |
26 |
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional |
26 |
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF |
26 |
Capital City Trust Co/fl |
26 |
Seldon Capital Lp |
26 |
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A |
26 |
Granite Bay Wealth Management, LLC |
26 |
Northstar Capital Management Llc |
26 |
Flagship Private Wealth, LLC |
26 |
Sands Capital Management, Llc |
26 |
Truepoint, Inc. |
26 |
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares |
26 |
Providence Wealth Advisors, LLC |
26 |
Sowa Financial Group, Inc. |
26 |
Bolton Lp |
26 |
Coronation Fund Managers Ltd. |
26 |
BRSGX - BRIDGEWAY FUNDS INC - Small-Cap Growth Fund Class N |
26 |
Noesis Capital Mangement Corp |
26 |
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A |
26 |
Benin Management CORP |
26 |
Eminence Capital, Lp |
26 |
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio |
26 |
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class |
26 |
First County Bank /CT/ |
26 |
Foresite Capital Management V, LLC |
26 |
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A |
26 |
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund |
26 |
Riverbridge Partners Llc |
26 |
Andesa Financial Management Inc. |
26 |
Mandatum Life Insurance Co Ltd |
26 |
Apella Capital, LLC |
26 |
Systematic Portfolios LLC |
26 |
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF |
26 |
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF |
26 |
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 |
26 |
Relyea Zuckerberg Hanson LLC |
26 |
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF |
26 |
Matrix Asset Advisors Inc/ny |
26 |
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A |
26 |
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A |
26 |
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 |
26 |
Lumbard & Kellner, LLC |
26 |
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF |
26 |
Wunderlich Capital Managemnt |
26 |
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV |
26 |
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
26 |
Farr Miller & Washington Llc/dc |
26 |
Trust CO of the Ozarks |
26 |
Core Bond Portfolio - Core Bond Portfolio |
26 |
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z |
26 |
Black Maple Capital Management LP |
26 |
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A |
26 |
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A |
26 |
Summitry Llc |
26 |
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
26 |
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF |
26 |
Seeds Investor Llc |
26 |
Arvest Trust Co N A |
26 |
Plimoth Trust Co Llc |
26 |
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A |
26 |
Rather & Kittrell, Inc. |
26 |
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
26 |
DFIV - Dimensional ETF Trust - Dimensional International Value ETF |
26 |
Knightsbridge Asset Management, Llc |
26 |
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF |
26 |
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I |
26 |
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund |
26 |
Capitolis Liquid Global Markets LLC |
26 |
Eaton Vance Tax Advantaged Global Dividend Income Fund |
26 |
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 |
26 |
Advisors Management Group Inc /adv |
26 |
Torch Wealth Management LLC |
26 |
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF |
26 |
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares |
26 |
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I |
26 |
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional |
26 |
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF |
26 |
Genesee Capital Advisors, LLC |
26 |
Eukles Asset Management |
26 |
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I |
26 |
Blackstone / Gso Senior Floating Rate Term Fund |
26 |
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A |
26 |
Jetstream Capital LLC |
26 |
Inlet Private Wealth, LLC |
26 |
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) |
26 |
Cg Funds Trust |
26 |
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares |
26 |
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class |
26 |
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) |
26 |
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF |
26 |
Smith Chas P & Associates Pa Cpas |
26 |
Wells Fargo Utilities & High Income Fund |
26 |
Hcim Trust |
26 |
VGI Partners Ltd |
26 |
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
26 |
MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund |
26 |
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA |
26 |
NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares |
26 |
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA |
26 |
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF |
26 |
Starfire Investment Advisers, Inc. |
26 |
Hsbc Portfolios |
26 |
Revisor Wealth Management LLC |
26 |
Summit Wealth & Retirement Planning, Inc. |
26 |
CRA Financial Services, LLC |
26 |
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund |
26 |
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund |
26 |
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
26 |
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF |
26 |
Colrain Capital Llc |
26 |
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF |
26 |
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF |
26 |
Qualcomm Inc/de |
26 |
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I |
26 |
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio |
26 |
Live Oak Private Wealth LLC |
26 |
New Century Financial Group, LLC |
26 |
Alpine Series Trust |
26 |
BFIX - Build Funds Trust - Build Bond Innovation ETF |
26 |
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF |
26 |
Hamilton Wealth, LLC |
26 |
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity |
26 |
J.P. Marvel Investment Advisors, LLC |
26 |
Sompo Japan Nipponkoa Asset Management Co.,ltd. |
26 |
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A |
26 |
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF |
26 |
Outfitter Advisors, Ltd. |
26 |
Caligan Partners LP |
26 |
Aberdeen Wealth Management LLC |
26 |
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A |
26 |
First Allied Asset Management, Inc. |
26 |
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity |
26 |
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A |
26 |
ELI LILLY & Co |
26 |
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF |
26 |
Ahl Investment Management, Inc. |
26 |
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF |
26 |
Vahanian & Associates Financial Planning Inc. |
26 |
Engine No. 1 Llc |
26 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I |
26 |
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional |
26 |
ULTRA SERIES FUND - Diversified Income Fund Class I |
26 |
Atwater Malick LLC |
26 |
Lapides Asset Management, LLC |
26 |
Genus Capital Management Inc. |
26 |
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H |
26 |
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity |
26 |
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H |
26 |
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 |
26 |
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H |
26 |
Naviter Wealth, LLC |
26 |
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T |
26 |
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares |
26 |
Decheng Capital Management III (Cayman), LLC |
26 |
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF |
26 |
Tempus Wealth Planning, LLC |
26 |
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A |
26 |
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund |
26 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class |
26 |
Bath Savings Trust Co |
26 |
Barbara Oil Co. |
26 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 |
26 |
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A |
26 |
BSBAX - Northern Funds - Northern Short Bond Fund |
26 |
Bessemer Securities Llc |
26 |
Altman Advisors, Inc. |
26 |
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF |
26 |
Lombard Odier & Cie (Bahamas) Ltd |
26 |
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF |
26 |
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF |
26 |
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class |
26 |
DG Capital Management, LLC |
26 |
Cacti Asset Management Llc |
26 |
KRMA - Global X Funds - Global X Conscious Companies ETF |
26 |
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 |
26 |
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class |
26 |
Kenfarb & Co. |
26 |
Gateway Advisory, LLC |
26 |
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares |
26 |
CFO4Life Group, LLC |
26 |
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional |
26 |
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2 |
26 |
General Partner, Inc. |
26 |
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares |
26 |
SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I |
26 |
Investmark Advisory Group LLC |
26 |
New World Advisors LLC |
26 |
Perfromance Wealth Partners, LLC |
26 |
Infrastructure Capital Advisors, Llc |
26 |
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund |
26 |
Steadfast Capital Management Lp |
25 |
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II |
25 |
Capstone Triton Financial Group, LLC |
25 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. |
25 |
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A |
25 |
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio |
25 |
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund |
25 |
Burns Matteson Capital Management, LLC |
25 |
Voya Infrastructure, Industrials & Materials Fund |
25 |
Capital Ventures International |
25 |
Wealth Architects, LLC |
25 |
Walnut Level Capital LLC |
25 |
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A |
25 |
Portland Global Advisors LLC |
25 |
Slocum, Gordon & Co LLP |
25 |
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class |
25 |
JXGAX - JPMorgan Trust I - JPMorgan Access Growth Fund Class A |
25 |
JSF Financial, LLC |
25 |
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund |
25 |
Blue Clay Capital Management, LLC |
25 |
Winthrop Advisory Group LLC |
25 |
Semper Trust Co. |
25 |
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares |
25 |
swisspartners Ltd. |
25 |
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class |
25 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I |
25 |
Pinpoint Asset Management Ltd |
25 |
Patient Square Capital LP |
25 |
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class |
25 |
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF |
25 |
FXZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Materials AlphaDEX Fund |
25 |
Mattson Financial Services, LLC |
25 |
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares |
25 |
Ritter Daniher Financial Advisory LLC / DE |
25 |
Dougherty Wealth Advisers LLC |
25 |
Wells Fargo Income Opportunities Fund |
25 |
Jacobus Wealth Management, Inc. |
25 |
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class |
25 |
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S |
25 |
Lmp Capital & Income Fund Inc. |
25 |
Moreno Evelyn V |
25 |
Proxima Capital Management, LLC |
25 |
AIMZ Investment Advisors, LLC |
25 |
Eaton Vance Enhanced Equity Income Fund |
25 |
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF |
25 |
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) |
25 |
YANKCOM Partnership |
25 |
Cerro Pacific Wealth Advisors LLC |
25 |
TPIF - TIMOTHY PLAN - Timothy Plan International ETF |
25 |
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares |
25 |
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A |
25 |
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A |
25 |
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I |
25 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II |
25 |
Paladin Advisory Group, LLC |
25 |
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A |
25 |
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. |
25 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class |
25 |
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T |
25 |
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class |
25 |
Atherton Lane Advisers, Llc |
25 |
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF |
25 |
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative |
25 |
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund |
25 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y |
25 |
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund |
25 |
Motley Fool Wealth Management, LLC |
25 |
Argent Trust Company, N.a. |
25 |
Jnl Series Trust - Jnl/crescent High Income Fund (a) |
25 |
Natural Investments, Llc |
25 |
Arvest Bank Trust Division |
25 |
Samson Rock Capital LLP |
25 |
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A |
25 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II |
25 |
Madison Avenue Partners, LP |
25 |
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A |
25 |
Bank Of Stockton |
25 |
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares |
25 |
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
25 |
First Financial Bank - Trust Division |
25 |
Rosenblum Silverman Sutton S F Inc /ca |
25 |
Vision Capital Management, Inc. |
25 |
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares |
25 |
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF |
25 |
Cedar Hill Associates, Llc |
25 |
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund |
25 |
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class |
25 |
Asio Capital, LLC |
25 |
Blackrock Enhanced Global Dividend Trust |
25 |
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF |
25 |
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF |
25 |
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF |
25 |
Moab Capital Partners LLC |
25 |
Eaton Vance Tax-managed Diversified Equity Income Fund |
25 |
Willis Investment Counsel |
25 |
Laurel Wealth Planning LLC |
25 |
Brand Asset Management Group, Inc. |
25 |
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class |
25 |
Seven Mile Advisory |
25 |
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares |
25 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
25 |
Eaton Vance Risk-managed Diversified Equity Income Fund |
25 |
Delta Lloyd Asset Management N.v. |
25 |
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares |
25 |
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A |
25 |
PICTET BANK & TRUST Ltd |
25 |
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class |
25 |
Nuveen Tax Advantaged Total Return Strategy Fund |
25 |
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF |
25 |
Spectrum Asset Management, Inc. (NB/CA) |
25 |
LWM Advisory Services, LLC |
25 |
Acuity Investment Management Inc |
25 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF |
25 |
Milestone Asset Management, Llc |
25 |
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares |
25 |
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class |
25 |
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A |
25 |
Gordian Capital Singapore Pte Ltd |
25 |
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class |
25 |
Telemark Asset Management, LLC |
25 |
Sax Wealth Advisors, Llc |
25 |
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF |
25 |
Tiger Management L.l.c. |
25 |
Adalta Capital Management LLC |
25 |
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF |
25 |
Fiduciary Planning LLC |
25 |
Secure Asset Management, LLC |
25 |
Green Valley Investors Llc |
25 |
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class |
25 |
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB |
25 |
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A |
25 |
Cognios Capital, LLC |
25 |
Ti-trust, Inc |
25 |
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I |
25 |
MSGR - Direxion Shares ETF Trust - Direxion mRNA ETF |
25 |
PPH - VanEck Vectors ETF Trust - VanEck Vectors Pharmaceutical ETF |
25 |
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N |
25 |
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. |
25 |
All Terrain Financial Advisors, LLC |
25 |
Columbus Macro, LLC |
25 |
Hourglass Capital, Llc |
25 |
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares |
25 |
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A |
25 |
UNIVEST FINANCIAL Corp |
25 |
Cardinal Capital Management, Inc. |
25 |
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF |
25 |
Simmons First Trust Co Na |
25 |
KAMES CAPITAL management Ltd |
25 |
Tilt Investment Management Holdings, PBC |
25 |
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. |
25 |
Shore Point Advisors, LLC |
25 |
Nia Impact Advisors, Llc |
25 |
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged |
25 |
Provident Investment Management, Inc. |
25 |
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV |
25 |
Poplar Forest Capital LLC |
25 |
JXBAX - JPMorgan Trust I - JPMorgan Access Balanced Fund Class A |
25 |
Intrepid Capital Management Inc |
25 |
PSYK - ETF Series Solutions - PSYK ETF |
25 |
MML Series Investment Fund II - MML Asset Momentum Fund Class II |
25 |
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
25 |
Diligent Investors, LLC |
25 |
ESL Trust Services, LLC |
25 |
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A |
25 |
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF |
25 |
AMERICAN FUNDS INSURANCE SERIES - Ultra-Short Bond Fund Class 1 |
25 |
Db-x Exchange-traded Funds Inc. |
25 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C |
25 |
Carlyle Group Inc. |
25 |
HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares |
25 |
Citizens & Northern Corp |
25 |
Berger Financial Group, Inc |
25 |
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund |
25 |
Terra Nova Asset Management LLC |
25 |
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA |
25 |
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO |
25 |
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB |
25 |
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C |
25 |
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF |
25 |
VCIGX - VALIC Co I - Dividend Value Fund |
25 |
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B |
25 |
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF |
25 |
Sentinel Trust Co Lba |
25 |
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S |
25 |
Lantz Financial LLC |
25 |
GMEZX - GuideStone Funds - Impact Equity Fund Investor |
25 |
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class |
25 |
Northside Capital Management, LLC |
25 |
Capricorn Fund Managers Ltd |
25 |
Deroy & Devereaux Private Investment Counsel Inc |
25 |
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF |
25 |
Independent Investors Inc |
25 |
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares |
25 |
Re Advisers Corp |
25 |
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF |
25 |
Northwest Quadrant Wealth Management, LLC |
25 |
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares |
25 |
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class |
25 |
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio |
25 |
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund |
25 |
Meridian Investment Counsel Inc. |
25 |
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II |
25 |
Adams Hall Wealth Advisors, LLC |
25 |
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 |
25 |
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF |
25 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class |
25 |
PENN SERIES FUNDS INC - High Yield Bond Fund |
25 |
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A |
25 |
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class |
25 |
Eaton Vance Tax Advantaged Dividend Income Fund |
25 |
Grandeur Peak Global Advisors, LLC |
25 |
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I |
25 |
Mid Continent Capital Llc/il |
25 |
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF |
25 |
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares |
25 |
VSRDX - VALIC Co I - U.S. Socially Responsible Fund |
25 |
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A |
25 |
THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A |
25 |
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A |
25 |
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares |
25 |
Hopwood Financial Services, Inc. |
25 |
Birchbrook, Inc. |
25 |
Peapod Lane Capital LLC |
25 |
S-Bank Fund Management Ltd |
25 |
Measured Risk Portfolios, Inc. |
25 |
May Hill Capital, LLC |
24 |
Armis Advisers, LLC |
24 |
VestGen Advisors, LLC |
24 |
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF |
24 |
Novem Group |
24 |
Kentucky Trust Co |
24 |
Scott Marsh Financial, LLC |
24 |
LFSC - RBB FUND, INC. - F/m Emerald Life Sciences Innovation ETF |
24 |
Baltimore-Washington Financial Advisors Inc. |
24 |
Hawk Ridge Capital Management Lp |
24 |
Orbis Allan Gray Ltd |
24 |
American Money Management, LLC |
24 |
RK Capital Management, LLC |
24 |
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares |
24 |
Folger Nolan Fleming Douglas Capital Management, Inc |
24 |
Cooper Creek Partners Management Llc |
24 |
Royal Capital Wealth Management, LLC |
24 |
Mark Asset Management Lp |
24 |
Foresight Capital Management Advisors, Inc. |
24 |
Gould Capital, LLC |
24 |
Jmac Enterprises Llc |
24 |
American Beacon Advisors, Inc. |
24 |
Tradewinds Global Investors, LLC |
24 |
Archipel Asset Management AB |
24 |
Signator Financial Services, Inc. |
24 |
Integrity Capital Management (HK) Ltd |
24 |
O'Brien Wealth Partners LLC |
24 |
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF |
24 |
Takeda Pharmaceutical Co Ltd |
24 |
Sarofim Fayez |
24 |
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund |
24 |
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF |
24 |
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A |
24 |
SPC - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Pre-Merger SPAC ETF |
24 |
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF |
24 |
Camden National Bank |
24 |
FSM Wealth Advisors, LLC |
24 |
WCG Wealth Advisors LLC |
24 |
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF |
24 |
VIOPX - VALIC Co I - International Opportunities Fund |
24 |
Parkside Investments, LLC |
24 |
Abbot Financial Management, Inc. |
24 |
Precision Wealth Strategies, LLC |
24 |
Harrington Investments, INC |
24 |
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional |
24 |
Fulcrum Capital LLC |
24 |
McNamara Financial Services, Inc. |
24 |
Laird Norton Trust Company, Llc |
24 |
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund |
24 |
Catalyst Financial Partners Llc |
24 |
Oppenheimer International Small-mid Co Fund |
24 |
Altavista Wealth Management, Inc. |
24 |
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF |
24 |
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 |
24 |
Duff & Phelps Investment Management Co |
24 |
Consultiva Wealth Management, Corp. |
24 |
Ade, Llc |
24 |
Sovereign Financial Group, Inc. |
24 |
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares |
24 |
Pyrrho Capital Management, LP |
24 |
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 |
24 |
Inverness Investment Group, LLC |
24 |
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc. |
24 |
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. |
24 |
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 |
24 |
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. |
24 |
Hikari Tsushin, Inc. |
24 |
Renasant Bank |
24 |
Mitchell & Pahl Private Wealth, Llc |
24 |
Waycross Partners, Llc |
24 |
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares |
24 |
ABASX - AB TRUST - AB Discovery Value Fund Class A |
24 |
Western Asset Global High Income Fund Inc. |
24 |
Tanglewood Legacy Advisors, LLC |
24 |
Delap Wealth Advisory, Llc |
24 |
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares |
24 |
Advent Claymore Convertible Securities & Income Fund Ii |
24 |
Eaton Vance Tax-managed Global Diversified Equity Income Fund |
24 |
Advent/claymore Enhanced Growth & Income Fund |
24 |
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio |
24 |
Kinloch Capital, LLC |
24 |
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A |
24 |
Aberdeen Global Income Fund Inc |
24 |
Journey Advisory Group, LLC |
24 |
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A |
24 |
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A |
24 |
Legg Mason Bw Global Income Opportunities Fund Inc. |
24 |
Western Asset High Income Fund Ii Inc. |
24 |
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N |
24 |
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y |
24 |
BCSIX - Brown Capital Management Mutual Funds - The Brown Capital Management Small Company Fund Investor Shares |
24 |
Chatham Capital Group, Inc. |
24 |
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z |
24 |
David R. Rahn & Associates Inc. |
24 |
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF |
24 |
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA |
24 |
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund |
24 |
Advanced Asset Management Advisors Inc |
24 |
Bridges Investment Counsel Inc/ |
24 |
MayTech Global Investments, LLC |
24 |
TFB Advisors LLC |
24 |
Coolidge Francis L |
24 |
Jay Jeffrey R |
24 |
HHG & Company, LLC |
24 |
Family Capital Trust Co |
24 |
Lynch & Associates/in |
24 |
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A |
24 |
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF |
24 |
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class |
24 |
Blackstone / Gso Floating Rate Enhanced Income Fund |
24 |
KC Investment Advisors, LLC |
24 |
Asset Advisors Corp |
24 |
Cynosure Advisors, Llc |
24 |
Windward Capital Management Co /ca |
24 |
United Capital Management of KS, Inc. |
24 |
SPX Equities Gestao de Recursos Ltda |
24 |
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF |
24 |
Callahan Advisors, LLC |
24 |
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class |
24 |
Argyle Capital Management Inc. |
24 |
Lgt Capital Partners Ltd. |
24 |
Insight Wealth Strategies, LLC |
24 |
Nbw Capital Llc |
24 |
SOL Capital Management CO |
24 |
Blue Chip Partners, Inc. |
24 |
Silver Bridge Capital Management LLC |
24 |
Affinity Capital Advisors, LLC |
24 |
Constellation Wealth Advisors, LLC |
24 |
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I |
24 |
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class |
24 |
Jupiter Wealth Management LLC |
24 |
Moseley Investment Management Inc |
24 |
Gq Asset Management, Llc |
24 |
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF |
24 |
Blueprint Investment Partners LLC |
24 |
Putnam ETF Trust - Putnam ESG Core Bond ETF - |
24 |
PYA Waltman Capital, LLC |
24 |
Teamwork Financial Advisors, LLC |
24 |
Cove Street Capital, LLC |
24 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C |
24 |
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF |
24 |
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares |
24 |
Private Wealth Advisors, LLC |
24 |
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF |
24 |
Jnl Series Trust - Jnl/s&p 4 Fund (a) |
24 |
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF |
24 |
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund |
24 |
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC |
24 |
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio |
24 |
Northwest Bancshares, Inc. |
24 |
BKF - iShares, Inc. - iShares MSCI BRIC ETF |
24 |
West Chester Capital Advisors, Inc |
24 |
Alta Capital Management Llc/ |
24 |
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I |
24 |
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF |
24 |
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A |
24 |
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A |
24 |
SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF |
24 |
Polaris Capital Management, LLC |
24 |
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF |
24 |
Birinyi Associates Inc |
24 |
First Washington CORP |
24 |
EQ ADVISORS TRUST - EQ/Oppenheimer Global Portfolio Class IA |
24 |
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I |
24 |
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I |
24 |
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A |
24 |
South Street Advisors LLC |
24 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 |
24 |
Arbor Capital Management Llc |
24 |
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A |
24 |
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF |
24 |
Canal Capital Management, LLC |
24 |
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II |
24 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund |
24 |
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF |
24 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 |
24 |
APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C |
24 |
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL |
24 |
Securian Funds Trust - SFT Core Bond Fund Class 1 |
24 |
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A |
24 |
Brigade Capital Management, Lp |
24 |
Litespeed Management, L.L.C. |
24 |
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF |
24 |
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF |
24 |
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z |
24 |
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares |
24 |
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV |
24 |
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV |
24 |
Bear Mountain Capital, Inc. |
24 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class |
24 |
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class |
24 |
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A |
24 |
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class |
24 |
Advantage Trust Co |
24 |
Burkett Financial Services, Llc |
24 |
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A |
24 |
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A |
24 |
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A |
24 |
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund |
24 |
Beacon Financial Advisory LLC |
24 |
Proathlete Wealth Management Llc |
24 |
GLIN - VanEck Vectors ETF Trust - VanEck Vectors India Small-Cap Index ETF |
24 |
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares |
24 |
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A |
24 |
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares |
24 |
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A |
24 |
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio |
24 |
Livelsberger Financial Advisory |
24 |
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio |
24 |
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund |
24 |
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF |
24 |
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares |
24 |
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares |
24 |
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares |
24 |
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF |
24 |
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
24 |
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund |
24 |
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A |
24 |
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R |
24 |
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF |
24 |
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional |
24 |
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares |
24 |
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A |
24 |
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
24 |
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares |
24 |
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A |
24 |
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A |
24 |
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF |
24 |
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF |
24 |
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R |
24 |
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 |
24 |
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A |
24 |
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P |
24 |
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A |
24 |
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF |
24 |
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund |
24 |
IEHS - iShares U.S. ETF Trust - iShares Evolved U.S. Healthcare Staples ETF |
24 |
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A |
24 |
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF |
24 |
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF |
24 |
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 |
24 |
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class |
24 |
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 |
24 |
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A |
24 |
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class |
24 |
Wimmer Associates 1, Llc |
24 |
Titleist Asset Management, Ltd. |
23 |
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A |
23 |
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class |
23 |
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF |
23 |
Evergreen Private Wealth LLC |
23 |
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund |
23 |
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I |
23 |
Sky Investment Group LLC |
23 |
Deimos Asset Management LLC |
23 |
Carroll Investors, Inc |
23 |
Monarch Capital Management Inc/ |
23 |
Walthausen & Co., LLC |
23 |
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares |
23 |
Adams Natural Resources Fund, Inc. |
23 |
Prairiewood Capital, LLC |
23 |
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
23 |
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A |
23 |
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class |
23 |
Johanson Financial Advisors, Inc. |
23 |
Peak Asset Management, LLC |
23 |
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF |
23 |
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A |
23 |
GBLO - Global Beta ETF Trust - Global Beta Low Beta ETF |
23 |
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A |
23 |
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF |
23 |
Madden Advisory Services, Inc. |
23 |
Sigma Investment Counselors Inc |
23 |
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A |
23 |
Brandywine Managers, Llc |
23 |
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares |
23 |
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund |
23 |
Stiles Financial Services Inc |
23 |
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund |
23 |
Xcel Wealth Management, LLC |
23 |
Henry James International Management Inc. |
23 |
New Century Investment Management, Inc |
23 |
DB Wealth Management Group, LLC |
23 |
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
23 |
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A |
23 |
Eq Wealth Advisors, Llc |
23 |
WoodTrust Financial Corp |
23 |
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF |
23 |
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D |
23 |
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF |
23 |
Hollow Brook Wealth Management LLC |
23 |
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares |
23 |
Spartan Planning & Wealth Management |
23 |
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A |
23 |
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares |
23 |
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) |
23 |
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund |
23 |
Dfa Investment Trust Co - The Dfa International Value Series |
23 |
Fulcrum Equity Management |
23 |
Wisconsin Capital Management Llc |
23 |
PACIFIC SELECT FUND - Core Income Portfolio Class I |
23 |
Oppenheimer Main Street Small Cap Fund |
23 |
Diversified, LLC |
23 |
Kkr Income Opportunities Fund |
23 |
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A |
23 |
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares |
23 |
Powell Investment Advisors, LLC |
23 |
Q Global Advisors, LLC |
23 |
Dempze Nancy E |
23 |
Nuveen Tax-advantaged Dividend Growth Fund |
23 |
Bulltick Wealth Management, LLC |
23 |
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A |
23 |
Alhambra Investment Partners LLC |
23 |
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A |
23 |
Elefante Michael B |
23 |
Fermata Advisors, LLC |
23 |
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
23 |
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class |
23 |
Renaissance Investment Group LLC |
23 |
Foster Group, Inc. |
23 |
Van Leeuwen & Company, LLC |
23 |
Accuvest Global Advisors |
23 |
Invesco Bldrs Index Funds Trust |
23 |
Nextech Invest AG |
23 |
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A |
23 |
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF |
23 |
Heartland Bank & Trust Co |
23 |
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF |
23 |
Ruane, Cunniff & Goldfarb Inc |
23 |
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF |
23 |
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund |
23 |
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 |
23 |
Sarasin & Partners LLP |
23 |
Wilkins Investment Counsel Inc |
23 |
Sippican Capital Advisors |
23 |
Rainier Investment Management Mutual Funds |
23 |
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class |
23 |
Garrison Bradford & Associates Inc |
23 |
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF |
23 |
Cornerstone Capital, Inc. |
23 |
FolioMetrix LLC |
23 |
Impala Asset Management LLC |
23 |
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares |
23 |
Archon Partners LLC |
23 |
Lone Pine Capital Llc |
23 |
Wilkinson Ogrady & Co Inc /ny |
23 |
Albert D Mason Inc |
23 |
Parthenon Llc |
23 |
West Coast Financial LLC |
23 |
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A |
23 |
Fluent Financial, LLC |
23 |
Man Investments (CH) AG |
23 |
Fca Corp /tx |
23 |
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF |
23 |
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z |
23 |
Rothschild Capital Partners, LLC |
23 |
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund |
23 |
First Western Trust Bank |
23 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 |
23 |
Barry Investment Advisors, LLC |
23 |
Alydar Partners Llc |
23 |
DiMeo Schneider & Associates, L.L.C. |
23 |
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF |
23 |
Freedom Day Solutions, LLC |
23 |
Smith & Howard Wealth Management, LLC |
23 |
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I |
23 |
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF |
23 |
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF |
23 |
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A |
23 |
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
23 |
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio |
23 |
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF |
23 |
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class |
23 |
Apexium Financial, Lp |
23 |
YOLO - AdvisorShares Trust - AdvisorShares Pure Cannabis ETF |
23 |
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF |
23 |
CWS Financial Advisors, LLC |
23 |
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A |
23 |
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF |
23 |
ARGA Investment Management, LP |
23 |
Orca Investment Management, LLC |
23 |
Lewis Asset Management, LLC |
23 |
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund |
23 |
Townsend & Associates, Inc |
23 |
FOMO - Collaborative Investment Series Trust - FOMO ETF |
23 |
Western Asset High Income Opportunity Fund Inc. |
23 |
Security Asset Management |
23 |
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class |
23 |
Cs Mckee Lp |
23 |
NIXT - EA Series Trust - Research Affiliates Deletions ETF |
23 |
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class |
23 |
Tranquility Partners, LLC |
23 |
Fortis Capital Management LLC |
23 |
Pimco Income Strategy Fund Ii |
23 |
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares |
23 |
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class |
23 |
Nichols Asset Management LLC |
23 |
First National Advisers, LLC |
23 |
Julex Capital Management, Llc |
23 |
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund |
23 |
RB Capital Management, LLC |
23 |
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio |
23 |
Five Oceans Advisors |
23 |
Davis Selected Advisers |
23 |
Marshall & Sullivan Inc /wa/ |
23 |
Compass Ion Advisors, LLC |
23 |
Lyon Street Capital, LLC |
23 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class |
23 |
Ulysses Management LLC |
23 |
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A |
23 |
Shorepoint Capital Partners LLC |
23 |
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class |
23 |
Berkshire Bank |
23 |
Efficient Market Advisors, LLC |
23 |
Everpar Advisors Llc |
23 |
PSIL - AdvisorShares Trust - AdvisorShares Psychedelics ETF |
23 |
Lyell Wealth Management, Lp |
23 |
Edmonds Duncan Registered Investment Advisors, LLC |
23 |
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF |
23 |
Signature Wealth Management Partners, LLC |
23 |
Cadinha & Co Llc |
23 |
Portland Investment Counsel Inc. |
23 |
Atlanta Consulting Group Advisors, LLC |
23 |
Outlook Wealth Advisors, LLC |
23 |
Marietta Wealth Management, LLC |
23 |
Wharton Business Group, LLC |
23 |
ICICI Prudential Asset Management Co Ltd |
23 |
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF |
23 |
Traphagen Investment Advisors Llc |
23 |
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A |
23 |
Dixon Mitchell Investment Counsel Inc. |
23 |
Ridgeback Capital Investments L.P. |
23 |
Means Investment Co., Inc. |
23 |
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund |
23 |
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF |
23 |
Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio |
23 |
Gs Investments, Inc. |
23 |
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N |
23 |
MRND - IndexIQ ETF Trust - IQ U.S. Mid Cap R&D Leaders ETF |
23 |
First Western Capital Management Co |
23 |
TKG Advisors, LLC |
23 |
Cognios Beta Neutral Large Cap Fund, Lp |
23 |
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III |
23 |
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A |
23 |
Nadler Financial Group, Inc. |
23 |
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I |
23 |
Tiger Eye Capital LLC |
23 |
Ar Asset Management Inc |
23 |
London & Capital Asset Management Ltd |
23 |
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
23 |
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class |
23 |
Andrew Hill Investment Advisors, Inc. |
23 |
TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A |
23 |
Pratt Collard Advisory Partners LLC |
23 |
Wright Managed Equity Trust |
23 |
Farallon Capital Partners, L.P. |
23 |
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF |
23 |
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class |
23 |
Hutchens Investment Management Inc |
23 |
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A |
23 |
BW Gestao de Investimentos Ltda. |
23 |
First National Bank of Mount Dora, Trust Investment Services |
23 |
Gallagher Fiduciary Advisors, LLC |
23 |
Partners Group Holding AG |
23 |
Dalton Greiner Hartman Maher & Co |
23 |
LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C |
23 |
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A |
23 |
First Dallas Securities Inc. |
23 |
Robinson Value Management, Ltd. |
23 |
Astrantus Ltd |
23 |
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF |
23 |
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF |
23 |
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF |
23 |
Penn Davis Mcfarland Inc |
23 |
Kathleen S. Wright Associates Inc. |
23 |
Private Capital Management Inc |
23 |
Vollero Beach Capital Partners LLC |
23 |
Wildcat Capital Management, LLC |
23 |
XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A |
23 |
Revolve Wealth Partners, LLC |
23 |
Fedenia Advisers LLC |
23 |
MASTERINVEST Kapitalanlage GmbH |
23 |
Holos Integrated Wealth LLC |
23 |
Barnes Dennig Private Wealth Management LLC |
23 |
Triglav Skladi, D.o.o. |
23 |
Parr Mcknight Wealth Management Group, Llc |
23 |
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF |
23 |
YOKE - EA Series Trust - Yoke Core ETF |
23 |
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF |
23 |
New Age Alpha Funds Trust - NAA Opportunity Fund Class C |
23 |
Advyzon Investment Management, LLC |
22 |
Massar Capital Management, LP |
22 |
BLI - Banque de Luxembourg Investments |
22 |
Reyes Financial Architecture, Inc. |
22 |
Louisbourg Investments Inc. |
22 |
Generali Investments Towarzystwo Funduszy Inwestycyjnych |
22 |
Generali Investments, Management Co LLC |
22 |
Ccm Investment Group, Llc |
22 |
Corient IA LLC |
22 |
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class |
22 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class |
22 |
Significant Wealth Partners LLC |
22 |
PayPay Securities Corp |
22 |
Potomac Capital Management, Inc. |
22 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF |
22 |
Arbiter Partners Capital Management LLC |
22 |
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares |
22 |
Aisling Capital LLC |
22 |
PSquared Asset Management AG |
22 |
Rail-Splitter Capital Management, LLC |
22 |
Coho Partners, Ltd. |
22 |
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc |
22 |
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia |
22 |
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A |
22 |
Lyons Wealth Management, LLC. |
22 |
Fundamentun, Llc |
22 |
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund |
22 |
Ncm Capital Management Group Inc |
22 |
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T |
22 |
Breakwater Capital Group |
22 |
10-15 Associates, Inc. |
22 |
Gardner Russo & Quinn Llc |
22 |
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV |
22 |
ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF |
22 |
Mcrae Capital Management Inc |
22 |
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF |
22 |
MXI - iSHARES TRUST - iShares Global Materials ETF |
22 |
NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF |
22 |
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF |
22 |
Freemont Management S.A. |
22 |
AMERICAN FUNDS INSURANCE SERIES - Mortgage Fund Class 1 |
22 |
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 |
22 |
Fayerweather Charles |
22 |
Waterfront Wealth Inc. |
22 |
Brighthouse Funds Trust I - AB International Bond Portfolio Class B |
22 |
Pimco Corporate & Income Strategy Fund |
22 |
Clarus Group, Inc. |
22 |
Pimco Income Strategy Fund |
22 |
Putnam Investors Fund |
22 |
Boone Capital Management Llc |
22 |
D. E. Shaw & Co, L.p. |
22 |
Versant Venture Management, LLC |
22 |
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF |
22 |
Corbyn Investment Management Inc/md |
22 |
Stralem & Co Inc |
22 |
AQINX - AQR Funds - AQR International Equity Fund Class N |
22 |
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I |
22 |
JHMA - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Materials ETF |
22 |
IFS Advisors, LLC |
22 |
VSSVX - VALIC Co I - Small Cap Special Values Fund |
22 |
Matrix Trust Co |
22 |
Security National Bank Of So Dak |
22 |
Yahoo Inc |
22 |
Van Cleef Asset Management,Inc |
22 |
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A |
22 |
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A |
22 |
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II |
22 |
Cardan Capital Partners, LLC |
22 |
HBW Advisory Services LLC |
22 |
Advanced Research Investment Solutions, Llc |
22 |
Stewart & Patten Co Llc |
22 |
Argus Investors' Counsel, Inc. |
22 |
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF |
22 |
Howard Capital Management |
22 |
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A |
22 |
Reliant Investment Management, LLC |
22 |
Soroban Capital Partners LP |
22 |
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A |
22 |
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares |
22 |
Merck & Co., Inc. |
22 |
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund |
22 |
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund |
22 |
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class |
22 |
NS Partners Ltd |
22 |
Portman Square Capital LLP |
22 |
Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class |
22 |
Md Sass Investors Services Inc |
22 |
Decade Capital Management Llc |
22 |
Hoplite Capital Management, L.p. |
22 |
Cladis Investment Advisory, LLC |
22 |
RDA Financial Network |
22 |
Foster Victor Wealth Advisors, LLC |
22 |
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class |
22 |
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P |
22 |
Mathes Company, Inc. |
22 |
ICW Investment Advisors LLC |
22 |
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio |
22 |
Capital Directions Investment Advisors, LLC |
22 |
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio |
22 |
Hutchens Investment Management Inc |
22 |
C-J Advisory, Inc. |
22 |
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 |
22 |
Sanofi |
22 |
AM Squared Ltd |
22 |
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class |
22 |
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A |
22 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class |
22 |
Independence Advisors, LLC |
22 |
PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares |
22 |
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF |
22 |
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A |
22 |
Arlington Capital Management, Inc. |
22 |
Mirae Asset Securities (usa) Inc. |
22 |
Manager Directed Portfolios - Pemberwick Fund Shares |
22 |
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A |
22 |
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares |
22 |
Highwater Wealth Management, LLC |
22 |
Northcape Wealth Management, Llc |
22 |
LionEye Capital Management LLC |
22 |
Mogy Joel R Investment Counsel Inc |
22 |
Collective Family Office Llc |
22 |
Rand Wealth, Llc |
22 |
Bmc Fund Inc |
22 |
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund |
22 |
Fiduciary Financial Group, Llc |
22 |
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF |
22 |
North Point Portfolio Managers Corp/oh |
22 |
Argent Financial Group, Inc. |
22 |
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund |
22 |
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class |
22 |
Global Opportunities Portfolio - Global Opportunities Portfolio |
22 |
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF |
22 |
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF |
22 |
Cion Ares Diversified Credit Fund |
22 |
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF |
22 |
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL |
22 |
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares |
22 |
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares |
22 |
Shelton Wealth Management, Llc |
22 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II |
22 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II |
22 |
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF |
22 |
WAAEX - WASATCH FUNDS TRUST - Wasatch Small Cap Growth Fund Investor Class shares |
22 |
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF |
22 |
VanEck Funds |
22 |
Arch Venture Corp |
22 |
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund |
22 |
Atlantic Private Wealth, LLC |
22 |
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A |
22 |
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A |
22 |
Elliott Management Corporation |
22 |
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I |
22 |
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C |
22 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 |
22 |
Frisch Financial Group, Inc. |
22 |
Hayman Capital Management, L.p. |
22 |
Chesapeake Asset Management Llc |
22 |
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A |
22 |
Thrive Capital Management, LLC |
22 |
Bristol John W & Co Inc /ny/ |
22 |
IPO - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance IPO ETF |
22 |
IVC Wealth Advisors LLC |
22 |
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C |
22 |
Trust Co Of Oklahoma |
22 |
EMG Holdings, L.P. |
22 |
Eclectica Asset Management LLP |
22 |
BlackRock ETF Trust II - BlackRock High Yield ETF |
22 |
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A |
22 |
Essex LLC |
22 |
Fairpointe Capital LLC |
22 |
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF |
22 |
Opus Investment Management Inc |
22 |
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF |
22 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I |
22 |
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class |
22 |
Accordant Advisory Group Inc |
22 |
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A |
22 |
A. D. Beadell Investment Counsel, Inc. |
22 |
Grayhawk Investment Strategies Inc. |
22 |
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A |
22 |
AGF Investments America Inc. |
22 |
PagnatoKarp Partners LLC |
22 |
McCarthy Grittinger Financial Group, LLC |
22 |
Capital World Growth & Income Fund |
22 |
Lincoln Capital Corp |
22 |
SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF |
22 |
Kleinwort Benson Investors Dublin Ltd |
22 |
First Long Island Investors, LLC |
22 |
ULTRA SERIES FUND - Core Bond Fund Class I |
22 |
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio |
22 |
Avondale Wealth Management |
22 |
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y |
22 |
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) |
22 |
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF |
22 |
Yaupon Capital Management LP |
22 |
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares |
22 |
ZPR Investment Management |
22 |
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund |
22 |
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A |
22 |
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A |
22 |
Cornell Pochily Investment Advisors, Inc. |
22 |
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio |
22 |
Impact Shares Trust I - Impact Shares MSCI Global Climate Select ETF |
22 |
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A |
22 |
Kennebec Savings Bank |
22 |
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF |
22 |
Lodestar Investment Counsel Llc/il |
22 |
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A |
22 |
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF |
22 |
Alpha Capital Anstalt |
22 |
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A |
22 |
Quattro Financial Advisors Llc |
22 |
American Funds Fundamental Investors |
22 |
Westbourne Investment Advisors, Inc. |
22 |
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 |
22 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I |
22 |
Putnam ETF Trust - Putnam Sustainable Future ETF - |
22 |
Blue Sky Asset Management, LLC |
22 |
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. |
22 |
Indus Capital Partners, Llc |
22 |
Investment Partners, Ltd. |
22 |
PSCM - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Materials ETF |
22 |
Key Client Fiduciary Advisors, LLC |
22 |
Chemung Canal Trust Co |
22 |
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A |
22 |
Meditor Group Ltd |
22 |
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A |
22 |
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) |
22 |
Full Sail Capital, LLC |
22 |
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV |
22 |
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A |
22 |
Burke & Herbert Bank & Trust Co |
22 |
LCM Capital Management Inc |
22 |
Boyer & Corporon Wealth Management, LLC |
22 |
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) |
22 |
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class |
22 |
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A |
22 |
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 |
22 |
United Bank, Inc. |
22 |
BGHDX - BAILLIE GIFFORD FUNDS - Baillie Gifford Health Innovation Equities Fund Class K |
22 |
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund |
22 |
Capital Management Corp /va |
22 |
Bramshill Investments, LLC |
22 |
HBM Healthcare Investments (Cayman) Ltd. |
22 |
Advanced Investment Partners, LLC |
22 |
Arena Capital Advisors, LLC- CA |
22 |
KPP Advisory Services LLC |
22 |
Maia Wealth LLC |
22 |
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF |
22 |
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A |
22 |
Wiser Advisor Group LLC |
22 |
Turim 21 Investimentos Ltda. |
22 |
New England Investment & Retirement Group, Inc. |
22 |
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio |
22 |
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund |
22 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A |
22 |
Portfolio Design Labs, LLC |
22 |
CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF |
22 |
Bernardo Wealth Planning LLC |
22 |
Firethorn Wealth Partners, Llc |
22 |
McCollum Christoferson Group LLC |
22 |
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF |
22 |
PENN SERIES FUNDS INC - Limited Maturity Bond Fund |
22 |
Port Capital LLC |
22 |
Partnership Wealth Management, LLC |
22 |
Harvey Investment Co Llc |
22 |
Lombard Odier & Cie (Canada), Limited Partnership |
22 |
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I |
22 |
Almitas Capital LLC |
21 |
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional |
21 |
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A |
21 |
IZRL - Ark ETF Trust - ARK Israel Innovative Technology ETF |
21 |
Millburn Ridgefield Corp |
21 |
Sage Private Wealth Group, Llc |
21 |
JGP Wealth Management, LLC |
21 |
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
21 |
FLC Capital Advisors |
21 |
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF |
21 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I |
21 |
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N |
21 |
MJ - ETF Managers Trust - ETFMG Alternative Harvest ETF |
21 |
Regal Wealth Group, Inc. |
21 |
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A |
21 |
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF |
21 |
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares |
21 |
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A |
21 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I |
21 |
IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV |
21 |
Silver Lake Advisory, LLC |
21 |
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M |
21 |
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF |
21 |
TIABX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark International Core Equity Fund Institutional Class |
21 |
Rushmore Investment Advisors, Inc. |
21 |
Phillips Wealth Planners LLC |
21 |
Td Asset Management Usa Funds Inc. |
21 |
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A |
21 |
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A |
21 |
Toews Corp /adv |
21 |
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF |
21 |
Pimco Income Opportunity Fund |
21 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
21 |
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR |
21 |
Para Advisors Llc |
21 |
Acorn Financial Advisory Services Inc /adv |
21 |
Morris Retirement Advisors, LLC |
21 |
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I |
21 |
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A |
21 |
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF |
21 |
Nokota Management, LP |
21 |
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A |
21 |
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares |
21 |
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF |
21 |
American Trust Investment Advisors, LLC |
21 |
Charter Research & Investment Group, Inc. |
21 |
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund |
21 |
Fenimore Asset Management Inc |
21 |
InTrack Investment Management Inc |
21 |
Sienna Gestion |
21 |
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A |
21 |
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF |
21 |
Kmg Fiduciary Partners, Llc |
21 |
Fpc Investment Advisory, Inc. |
21 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 |
21 |
FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF |
21 |
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A |
21 |
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF |
21 |
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A |
21 |
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund |
21 |
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. |
21 |
49 Wealth Management, Llc |
21 |
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A |
21 |
Smart Portfolios, LLC |
21 |
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A |
21 |
Rogco, Lp |
21 |
Waddell & Associates, Llc |
21 |
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I |
21 |
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio |
21 |
CVAR - ETF Opportunities Trust - Cultivar ETF |
21 |
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF |
21 |
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF |
21 |
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A |
21 |
Quadrature Capital LLP |
21 |
Silverlake Wealth Management Llc |
21 |
Montrusco Bolton Investments Inc. |
21 |
Insight 2811, Inc. |
21 |
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A |
21 |
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF |
21 |
Hendershot Investments Inc. |
21 |
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class |
21 |
Davidson Capital Management Inc. |
21 |
Gyrus Investment Management Inc. |
21 |
Emerson Investment Management, Llc |
21 |
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF |
21 |
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF |
21 |
Live Oak Investment Partners |
21 |
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares |
21 |
Svenska Handelsbanken AB (publ) |
21 |
Sather Financial Group Inc |
21 |
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF |
21 |
Cable Car Capital LLC |
21 |
Buckhead Capital Management Llc |
21 |
Elkhorn Investments, LLC |
21 |
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III |
21 |
Canvas Wealth Advisors, LLC |
21 |
Kavar Capital Partners Group, Llc |
21 |
Danda Trouve Investment Management, Inc. |
21 |
Blue Barn Wealth, LLC |
21 |
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares |
21 |
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I |
21 |
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF |
21 |
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class |
21 |
Alpha Family Trust |
21 |
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class |
21 |
Keystone Financial Planning, Inc. |
21 |
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF |
21 |
Stelliam Investment Management, Lp |
21 |
Bright Rock Capital Management, Llc |
21 |
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S |
21 |
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF |
21 |
StepStone Group LP |
21 |
American Capital Management Inc |
21 |
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I |
21 |
Boit C F David |
21 |
Wallace Capital Management Inc. |
21 |
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A |
21 |
Cove Private Wealth, LLC |
21 |
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A |
21 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class |
21 |
MPACX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA GROWTH FUND Investor Class Shares |
21 |
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I |
21 |
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A |
21 |
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF |
21 |
Foyston, Gordon, & Payne Inc |
21 |
Truehand, Inc |
21 |
Pettee Investors, Inc. |
21 |
Fiduciary Services Corp/ga |
21 |
Kite Lake Capital Management (uk) Llp |
21 |
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund |
21 |
Financial Partners Capital Management Llc |
21 |
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF |
21 |
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A |
21 |
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A |
21 |
VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF |
21 |
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund |
21 |
Credo Capital Management, LLC |
21 |
CFICX - CALVERT FUND - Calvert Income Fund Class A |
21 |
Matthews International Capital Management Llc |
21 |
Lau Associates Llc |
21 |
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional |
21 |
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares |
21 |
Boltwood Capital Management |
21 |
Orbis Holdings Ltd |
21 |
DoubleLine ETF Adviser LP |
21 |
Carlson Capital Management |
21 |
Truadvice, LLC |
21 |
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares |
21 |
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I |
21 |
Corsicana & Co. |
21 |
Van Strum & Towne Inc. |
21 |
Towercrest Capital Management |
21 |
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF |
21 |
First Business Financial Services, Inc. |
21 |
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts |
21 |
Cornerstone Financial Partners, LLC |
21 |
Wambolt & Associates, LLC |
21 |
Delaney Dennis R |
21 |
Highmount Capital, LLC |
21 |
McGowan Group Asset Management, Inc. |
21 |
Inspirion Wealth Advisors, Llc |
21 |
Arjuna Capital |
21 |
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N |
21 |
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A |
21 |
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares |
21 |
Defined Wealth Management, Llc |
21 |
Bridgecreek Investment Management, LLC |
21 |
Cormorant Global Healthcare Master Fund, LP |
21 |
Fusion Investment Group, LLC |
21 |
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF |
21 |
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares |
21 |
IECS - iShares U.S. ETF Trust - iShares Evolved U.S. Consumer Staples ETF |
21 |
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia |
21 |
Retirement Planning Group |
21 |
Dfa Investment Dimensions Group Inc - Va International Value Portfolio |
21 |
Ariadne Wealth Management, LP |
21 |
New Potomac Partners, LLC |
21 |
Cai Capital Management, Inc. |
21 |
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF |
21 |
ID Management A/S |
21 |
Fiduciary Management Associates Llc |
21 |
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund |
21 |
RVW Wealth, LLC |
21 |
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class |
21 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3 |
21 |
Mitsubishi UFJ Asset Management (UK) Ltd. |
21 |
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A |
21 |
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF |
21 |
Canopy Partners, LLC |
21 |
Serengeti Asset Management LP |
21 |
Goldstream Capital Management Ltd |
21 |
Henrickson Nauta Wealth Advisors, Inc. |
21 |
Taylor Frigon Capital Management LLC |
21 |
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund |
21 |
Garrison Asset Management, LLC |
21 |
Marathon Capital Management |
21 |
Fidelity Central Investment Portfolios LLC - Fidelity Materials Central Fund |
21 |
Iroquois Capital Management, LLC |
21 |
Eaton Vance Tax-advantaged Bond & Option Strategies Fund |
21 |
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A |
21 |
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares |
21 |
Financial Consulate, Inc |
21 |
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A |
21 |
Trust Asset Management LLC |
21 |
SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A |
21 |
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund |
21 |
Guidance Point Advisors, LLC |
21 |
Centenus Global Management, Lp |
21 |
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A |
21 |
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A |
21 |
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A |
21 |
Gould Asset Management Llc /ca/ |
21 |
Guidance Capital, Inc |
21 |
WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES |
21 |
L.m. Kohn & Company |
21 |
Alpine Global Dynamic Dividend Fund |
21 |
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV |
21 |
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
21 |
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares |
21 |
Hengehold Capital Management Llc |
21 |
ARS Wealth Advisors, LLC |
21 |
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A |
21 |
JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class |
21 |
Haverford Financial Services, Inc. |
21 |
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV |
21 |
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A |
21 |
Oppenheimer Global Strategic Income Fund |
21 |
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund |
21 |
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A |
21 |
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 |
21 |
XY Capital Ltd |
21 |
Oak Point Wealth Management |
21 |
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A |
21 |
Crossvault Capital Management LLC |
21 |
Miura Global Management, LLC |
21 |
Ssga Master Trust |
21 |
CMT Asset Management Ltd |
21 |
Kempner Capital Management Inc. |
21 |
Rovida Advisors Inc. |
21 |
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I |
21 |
StrongBox Wealth, LLC |
21 |
Cypress Wealth Advisors LLC |
21 |
Lawson Kroeker Investment Management Inc/ne |
21 |
OZEM - Roundhill ETF Trust - Roundhill GLP-1 & Weight Loss ETF |
21 |
Ignite Planners, LLC |
21 |
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
21 |
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I |
21 |
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A |
21 |
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A |
21 |
Stableford Capital Ii Llc |
21 |
Peterson Wealth Services |
21 |
Columbia Funds Variable Insurance Trust I |
21 |
Sound View Wealth Advisors, Llc |
21 |
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A |
21 |
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. |
21 |
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I |
21 |
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF |
21 |
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio |
21 |
MDXBX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price Maryland Tax-Free Bond Fund |
21 |
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF |
21 |
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A |
21 |
Carr Financial Group Corp |
21 |
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL |
21 |
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF |
21 |
Apollo Tactical Income Fund Inc. |
21 |
Wellesley Investment Partners, LLC |
21 |
Elkhorn Partners Limited Partnership |
21 |
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES |
21 |
EUSM - Strategy Shares - Eventide US Market ETF |
21 |
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
21 |
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF |
21 |
Ball & Co Wealth Management Inc. |
21 |
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF |
21 |
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF |
21 |
Capital & Planning, Llc |
21 |
Sherman Asset Management, Inc. |
21 |
Aware Super Pty Ltd as trustee of Aware Super |
21 |
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF |
21 |
Acorn Capital Advisors, Llc |
21 |
Investment Management Corp /va/ /adv |
20 |
one8zero8, LLC |
20 |
ABN AMRO Bank N.V. |
20 |
Evelyn Partners Asset Management Ltd |
20 |
PharVision Advisers, LLC |
20 |
Pinney & Scofield, Inc. |
20 |
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES |
20 |
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P |
20 |
DMG Group, LLC |
20 |
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I |
20 |
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF |
20 |
QGBLX - Advisors Preferred Trust - Quantified Global Fund Investor Class |
20 |
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF |
20 |
Glenview State Bank Trust Dept. |
20 |
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A |
20 |
TNFIX - 1290 Funds - 1290 Convertible Securities Fund Class I |
20 |
Manhattan West Asset Management, LLC |
20 |
Wallace Advisory Group, LLC |
20 |
Cliftonlarsonallen Wealth Advisors, Llc |
20 |
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A |
20 |
Community Bank & Trust, Waco, Texas |
20 |
Beach Investment Management, LLC. |
20 |
LKFIX - LKCM Funds - LKCM Fixed Income Fund |
20 |
Bank of Marin |
20 |
Cue Financial Group, Inc. |
20 |
Galvin, Gaustad & Stein, LLC |
20 |
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A |
20 |
Susquehanna International Securities, Ltd. |
20 |
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund |
20 |
Lazari Capital Management, Inc. |
20 |
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund |
20 |
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A |
20 |
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class |
20 |
Northstar Asset Management Llc |
20 |
First Financial Bankshares Inc |
20 |
Heritage Wealth Management, Inc. |
20 |
JHL Capital Group LLC |
20 |
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A |
20 |
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund |
20 |
Vista Wealth Management Group, LLC |
20 |
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND |
20 |
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio |
20 |
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF |
20 |
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class |
20 |
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares |
20 |
POTX - Global X Funds - Global X Cannabis ETF |
20 |
PACIFIC SELECT FUND - Main Street Core Portfolio Class I |
20 |
Evolution Advisers, Inc. |
20 |
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF |
20 |
Ccm Investment Advisers Llc |
20 |
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF |
20 |
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class |
20 |
Spectrum Advisory Services Inc |
20 |
Cedar Capital, Llc |
20 |
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A |
20 |
Courage Capital Management Llc |
20 |
Westwood Management Corp /il/ |
20 |
PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A |
20 |
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio |
20 |
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y |
20 |
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund |
20 |
Enterprise Bank & Trust Co |
20 |
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class |
20 |
Navigation Wealth Management, Inc. |
20 |
Sustainable Growth Advisers, LP |
20 |
BLACKROCK FUNDS - BlackRock Defensive Advantage International Fund Class K |
20 |
Broadview Advisors Llc |
20 |
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class |
20 |
Western Asset High Yield Defined Opportunity Fund Inc. |
20 |
Intelligence Driven Advisers, LLC |
20 |
Pennsylvania Capital Management Inc /adv |
20 |
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) |
20 |
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 |
20 |
Capital CS Group, LLC |
20 |
Icc Capital Management Inc/ |
20 |
Roof Eidam & Maycock/adv |
20 |
PACIFIC SELECT FUND - Emerging Markets Portfolio Class I |
20 |
One Fin Capital Management LP |
20 |
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund |
20 |
Continental Investors Services, Inc. |
20 |
Marshwinds Advisory Co |
20 |
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) |
20 |
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF |
20 |
Asset Advisors Investment Management, LLC |
20 |
New Harbor Financial Group, LLC |
20 |
DBEU - DBX ETF TRUST - Xtrackers MSCI Europe Hedged Equity ETF |
20 |
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF |
20 |
Stevard, LLC |
20 |
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R |
20 |
E Six Thirteen, Llc |
20 |
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio |
20 |
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF |
20 |
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional |
20 |
Future Fund LLC |
20 |
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1 |
20 |
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund |
20 |
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF |
20 |
Fore Research & Management, LP |
20 |
Pimco Flexible Credit Income Fund |
20 |
Channel Wealth Llc |
20 |
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A |
20 |
Vestpro Financial Partners, Inc. Dba Cpf Texas |
20 |
Watershed Asset Management, L.L.C. |
20 |
Texas Children's |
20 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C |
20 |
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares |
20 |
Paragon Capital Management Inc |
20 |
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A |
20 |
CoreCommodity Management, LLC |
20 |
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I |
20 |
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund |
20 |
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class |
20 |
Crawford Fund Management, LLC |
20 |
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF |
20 |
Texan Capital Management |
20 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class |
20 |
Catalyst Private Wealth, Llc |
20 |
Wilen Investment Management Corp. |
20 |
SUNAMERICA SERIES TRUST - SA WellsCap Aggressive Growth Portfolio Class 1 |
20 |
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A |
20 |
Fairhaven Wealth Management, LLC |
20 |
Beaton Management Co. Inc. |
20 |
Lucas Capital Management |
20 |
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I |
20 |
PacWest Financial Management Inc |
20 |
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF |
20 |
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A |
20 |
PACIFIC SELECT FUND - Value Advantage Portfolio Class I |
20 |
Tacita Capital Inc |
20 |
Tradition Asset Management Llc |
20 |
VCGEX - VALIC Co I - Emerging Economies Fund |
20 |
Spirepoint Private Client, Llc |
20 |
Lucia Wealth Services, Llc |
20 |
KLDW - Exchange Listed Funds Trust - Knowledge Leaders Developed World ETF |
20 |
Tcw Alternative Funds |
20 |
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares |
20 |
Alesco Advisors Llc |
20 |
Watermark Asset Management, Inc. |
20 |
Wealth Group, Ltd. |
20 |
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund |
20 |
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF |
20 |
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) |
20 |
Sweet Financial Partners, LLC |
20 |
Lcnb Corp |
20 |
Eaton Financial Holdings Company, LLC |
20 |
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF |
20 |
Fielder Capital Group LLC |
20 |
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class |
20 |
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N |
20 |
Team Financial Group, LLC |
20 |
Mesirow Institutional Investment Management, Inc. |
20 |
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A |
20 |
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund |
20 |
Missouri Valley Partners, Inc. |
20 |
Outfitter Financial LLC |
20 |
HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF |
20 |
Morningstar Investment Management LLC |
20 |
Pegasus Asset Management, Inc. |
20 |
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund |
20 |
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES |
20 |
ARS Wealth Advisors Group, LLC |
20 |
Candlestick Capital Management LP |
20 |
Garcia Hamilton & Associates Lp/de |
20 |
Mattern Capital Management, Llc |
20 |
Bigelow Investment Advisors, LLC |
20 |
Pimco High Income Fund |
20 |
Baker Chad R |
20 |
ORIGX - North Square Investments Trust - NORTH SQUARE OAK RIDGE SMALL CAP GROWTH FUND CLASS A |
20 |
REDWX - Aspiration Funds - Aspiration Redwood Fund |
20 |
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF |
20 |
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I |
20 |
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF |
20 |
Ninety One SA (PTY) Ltd |
20 |
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor |
20 |
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A |
20 |
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C |
20 |
Beacon Pointe Wealth Advisors, Llc |
20 |
Meritage Group LP |
20 |
Nicola Wealth Management Ltd. |
20 |
M28 Capital Management LP |
20 |
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV |
20 |
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A |
20 |
KINETICS PORTFOLIOS TRUST - Kinetics Multi-Disciplinary Income Portfolio |
20 |
Crew Capital Management, Ltd. |
20 |
Boston Income Portfolio - Boston Income Portfolio |
20 |
Ion Asset Management Ltd. |
20 |
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A |
20 |
Aviso Wealth Management |
20 |
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I |
20 |
Ayalon Holdings Ltd. |
20 |
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares |
20 |
Genworth Financial Inc |
20 |
PACIFIC SELECT FUND - Comstock Portfolio Class I |
20 |
Stablepoint Partners, LLC |
20 |
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV |
20 |
Muhlenkamp & Co Inc |
20 |
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV |
20 |
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund |
20 |
Two Roads Shared Trust - Anfield Universal Fixed Income ETF |
20 |
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 |
20 |
Meridian Management Co |
20 |
Hays Advisory Llc |
20 |
AWH Capital, L.P. |
20 |
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class |
20 |
VACVX - VALIC Co II - Large Cap Value Fund |
20 |
Rock Point Advisors, LLC |
20 |
Needham Investment Management Llc |
20 |
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class |
20 |
Aldebaran Financial Inc. |
20 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I |
20 |
Silver Rock Financial LP |
20 |
Sumit Capital, Llc |
20 |
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A |
20 |
Ostrum Asset Management U.s., Llc |
20 |
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund |
20 |
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV |
20 |
Lindenwold Advisors |
20 |
Columbia Etf Trust |
20 |
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF |
20 |
Stamos Capital Partners, L.p. |
20 |
Allen Capital Group, LLC |
20 |
Hartford Funds Management Co LLC |
20 |
ATFV - Alger ETF Trust - Alger 35 ETF |
20 |
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class |
20 |
Ursa Fund Management, LLC |
20 |
Page Arthur B |
20 |
South Plains Financial, Inc. |
20 |
RE Dickinson Investment Advisors, LLC |
20 |
Beaconlight Capital, Llc |
20 |
Confluence Wealth Management LLC |
20 |
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF |
20 |
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF |
20 |
Northwest Bank & Trust Co |
20 |
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) |
20 |
PENN SERIES FUNDS INC - Large Core Value Fund |
20 |
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF |
20 |
Capital Advisors Wealth Management, LLC |
20 |
Blackrock Enhanced Equity Dividend Trust |
20 |
Lomas Capital Management, LLC |
20 |
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF |
20 |
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) |
20 |
New Republic Capital, LLC |
20 |
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares |
20 |
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio |
20 |
Financial Advisory Corp /ut/ /adv |
20 |
Abacus Wealth Partners, LLC |
20 |
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 |
20 |
B&D White Capital Company, LLC |
20 |
R. G. Niederhoffer Capital Management Inc |
20 |
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class |
20 |
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund |
20 |
Lombard Odier Transatlantic, Limited Partnership |
20 |
Cassaday & Co Wealth Management LLC |
20 |
Lamond Capital Partners LLC |
20 |
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund |
20 |
Sendero Wealth Management, LLC |
20 |
MFRFX - MFS SERIES TRUST V - MFS Research Fund A |
20 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y |
20 |
GLOBALT Investments LLC / GA |
19 |
Canal Insurance CO |
19 |
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates |
19 |
Employers Holdings, Inc. |
19 |
Vontobel Asset Management Inc |
19 |
John Hancock Tax-advantaged Global Shareholder Yield Fund |
19 |
Adirondack Retirement Specialists, Inc. |
19 |
Deane Retirement Strategies, Inc. |
19 |
Bouchey Financial Group Ltd |
19 |
Raiff Partners Inc |
19 |
Garrett Investment Advisors LLC |
19 |
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares |
19 |
Heron Financial Group, Llc |
19 |
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class |
19 |
Marcus Capital, LLC |
19 |
Sapphire Star Partners LP |
19 |
M. Kulyk & Associates, LLC |
19 |
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A |
19 |
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF |
19 |
Three Peaks Capital Management, LLC |
19 |
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF |
19 |
Inr Advisory Services Llc |
19 |
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) |
19 |
LG Capital Management, LP |
19 |
Pasadena Private Wealth, LLC |
19 |
New England Private Wealth Advisors LLC |
19 |
RKL Wealth Management LLC |
19 |
Mcdaniel Terry & Co |
19 |
Detalus Advisors, LLC |
19 |
Noked Israel Ltd |
19 |
Oak Harbor Wealth Partners, Llc |
19 |
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 |
19 |
Benchmark Investment Advisors LLC |
19 |
Jackson Hole Capital Partners, LLC |
19 |
HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF |
19 |
Garrison Point Advisors, Llc |
19 |
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N |
19 |
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A |
19 |
Vontobel Swiss Wealth Advisors AG |
19 |
Eos Focused Equity Management, L.P. |
19 |
Cottage Street Advisors LLC |
19 |
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares |
19 |
Hsbc Advisor Funds Trust |
19 |
Mattern Wealth Management LLC |
19 |
1623 Capital LLC |
19 |
Smithwood Advisers, L.P. |
19 |
Global Strategic Investment Solutions, LLC |
19 |
Graham Capital Wealth Management, Llc |
19 |
Glovista Investments LLC |
19 |
Gruss & Co., LLC |
19 |
Columbia Trust Co 01012016 |
19 |
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares |
19 |
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional |
19 |
Ocean Capital Management, LLC |
19 |
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF |
19 |
Anchorage Capital Group, L.L.C. |
19 |
Hancock Whitney Investment Services Inc. |
19 |
Capital Square, LLC |
19 |
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF |
19 |
Diversified Enterprises, LLC |
19 |
Geneva Capital Management Llc |
19 |
Delta Accumulation, LLC |
19 |
SS&H Financial Advisors, Inc. |
19 |
Mkd Wealth Coaches, Llc |
19 |
KAMES CAPITAL management Ltd |
19 |
Amplify ETF Trust - Amplify Weight Loss Drug & Treatment ETF |
19 |
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A |
19 |
Castle Financial & Retirement Planning Associates, Inc. |
19 |
William B. Walkup & Associates, Inc. |
19 |
North Tide Capital, Llc |
19 |
Atlas Venture Life Science Advisors, LLC |
19 |
Seven Grand Managers, Llc |
19 |
Ashburton (Jersey) Ltd |
19 |
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A |
19 |
Fort Pitt Capital Group Inc |
19 |
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I |
19 |
Touradji Capital Management, Lp |
19 |
Palisades Investment Partners, LLC |
19 |
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF |
19 |
Covea Finance |
19 |
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB |
19 |
Charles Schwab Trust Co |
19 |
City Center Advisors, LLC |
19 |
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A |
19 |
Hitchwood Capital Management LP |
19 |
Gillespie Robinson & Grimm Inc |
19 |
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A |
19 |
Steigerwald, Gordon & Koch Inc. |
19 |
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A |
19 |
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A |
19 |
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF |
19 |
Keynote Financial Services Llc |
19 |
Provident Wealth Management, LLC |
19 |
MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I |
19 |
Martin Investment Management, LLC |
19 |
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class |
19 |
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y |
19 |
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF |
19 |
Kolinsky Wealth Management, LLC |
19 |
Willner & Heller, Llc |
19 |
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class |
19 |
United Bank |
19 |
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF |
19 |
JFG Wealth Management, LLC |
19 |
DEHP - Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF |
19 |
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF |
19 |
Lederer & Associates Investment Counsel/ca |
19 |
Westmount Partners, LLC |
19 |
Capital Insight Partners, Llc |
19 |
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class |
19 |
Melvin Capital Management LP |
19 |
Kercheville Advisors, LLC |
19 |
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A |
19 |
Cfs, Llc |
19 |
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares |
19 |
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A |
19 |
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF |
19 |
Vantage Financial Partners Ltd., Inc. |
19 |
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio |
19 |
Calvert Impact Fund Inc |
19 |
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF |
19 |
AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class |
19 |
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A |
19 |
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS |
19 |
Front Barnett Associates Llc |
19 |
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF |
19 |
Lansdowne Partners (uk) Llp |
19 |
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class |
19 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II |
19 |
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares |
19 |
Pioneer Trust Bank N A/or |
19 |
Sunpointe, LLC |
19 |
KAIBX - Ultimus Managers Trust - KARNER BLUE BIODIVERSITY IMPACT FUND Butterfly Class |
19 |
Noked Capital LTD |
19 |
UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P |
19 |
COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares |
19 |
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class |
19 |
Adams Asset Advisors, LLC |
19 |
Lummis Asset Management, LP |
19 |
Private Wealth Advisors, Inc. |
19 |
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class |
19 |
Cantor Fitzgerald Investment Adviser L.p. |
19 |
Florida Financial Advisors, Llc |
19 |
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 |
19 |
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund |
19 |
Bradley & Co. Private Wealth Management, LLC |
19 |
Vivo Capital VIII, LLC |
19 |
Loudon Investment Management, LLC |
19 |
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A |
19 |
DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A |
19 |
EUDG - WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund N/A |
19 |
Winchester Group Inc. |
19 |
Scoria Capital Partners LP |
19 |
Divergent Wealth Advisors, Llc |
19 |
Alpine Group Usvi, Llc |
19 |
Brown Shipley& Co Ltd |
19 |
Benedetti & Gucer, Inc. |
19 |
Cazenove Capital Management Ltd |
19 |
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF |
19 |
Richardson Capital Management LLC |
19 |
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio |
19 |
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class |
19 |
Toms Capital Investment Management Lp |
19 |
Red Cedar Capital, LLC |
19 |
Terril Brothers, Inc. |
19 |
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A |
19 |
Patron Partners Advisors, Llc |
19 |
Hamilton Capital, LLC |
19 |
Unio Capital LLC |
19 |
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I |
19 |
AWRIX - American Century Variable Portfolios Inc - Vp Growth Fund Class I |
19 |
Tirschwell & Loewy Inc |
19 |
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I |
19 |
Luken Investment Analytics, LLC |
19 |
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A |
19 |
Benedict Financial Advisors Inc |
19 |
Bell & Brown Wealth Advisors, Llc |
19 |
Pantheon Investment Group, LLC |
19 |
COSAX - Columbia Funds Series Trust II - Columbia Overseas Core Fund Class A |
19 |
Grisanti Capital Management LLC |
19 |
Keener Financial Planning LLC |
19 |
Fisher Funds Management LTD |
19 |
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia |
19 |
LexAurum Advisors, LLC |
19 |
Hudson Value Partners, LLC |
19 |
DDD Partners, LLC |
19 |
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV |
19 |
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV |
19 |
Saiers Capital, LLC |
19 |
SFE Investment Counsel |
19 |
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF |
19 |
MID - AMERICAN CENTURY ETF TRUST - American Century Mid Cap Growth Impact ETF |
19 |
First Trust High Yield Opportunities 2027 Term Fund |
19 |
Cooperatieve Rabobank U.A. |
19 |
Causeway Capital Management Llc |
19 |
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio |
19 |
Sabadell Asset Management, S.A S.G.I.I.C |
19 |
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class |
19 |
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A |
19 |
Independent Solutions Wealth Management, LLC |
19 |
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF |
19 |
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A |
19 |
Arena Investors LP |
19 |
Matrix Capital Management Company, LP |
19 |
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund |
19 |
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A |
19 |
Anchor Bolt Capital, LP |
19 |
Source Capital Inc /de/ |
19 |
O'Brien Greene & Co. Inc |
19 |
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF |
19 |
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF |
19 |
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A |
19 |
iAB Financial Bank |
19 |
RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF |
19 |
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF |
19 |
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio |
19 |
Signature Financial Management, Inc. |
19 |
Chickasaw Capital Management Llc |
19 |
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF |
19 |
Forza Wealth Management, LLC |
19 |
New World Fund Inc |
19 |
Covington Investment Advisors Inc. |
19 |
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF |
19 |
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF |
19 |
Swedbank |
19 |
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 |
19 |
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds |
19 |
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I |
19 |
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. |
19 |
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund |
19 |
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P |
19 |
Cooke & Bieler Lp |
19 |
Daruma Capital Management Llc |
19 |
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund |
19 |
Bennicas & Associates, Inc. |
19 |
Independence Trust CO |
19 |
WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class |
19 |
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class |
19 |
GSEU - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Europe Equity ETF |
19 |
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class |
19 |
Hamel Associates, Inc. |
19 |
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A |
19 |
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund |
19 |
Alpine Total Dynamic Dividend Fund |
19 |
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF |
19 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 |
19 |
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 |
19 |
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF |
19 |
Himco Variable Insurance Trust |
19 |
Hayek Kallen Investment Management |
19 |
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional |
19 |
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF |
19 |
Longbow Finance SA |
19 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Overseas Core Fund Class 3 |
19 |
Cardinal Point Capital Management, ULC |
19 |
Grant/GrossMendelsohn, LLC |
19 |
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares |
19 |
Burgundy Asset Management Ltd. |
19 |
Northstar Advisory Group, LLC |
19 |
Amarillo National Bank |
19 |
Sentry Investments Corp. |
19 |
Mma Asset Management Llc |
19 |
Boston Research & Management Inc |
19 |
IAM Advisory, LLC |
19 |
Lokken Investment Group LLC |
19 |
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class |
19 |
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail |
19 |
Macguire, Cheswick & Tuttle Investment Counsel Llc |
19 |
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc |
19 |
Agran Libbie |
19 |
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. |
19 |
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. |
19 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio |
19 |
Harbor Asset Planning, Inc. |
19 |
PEVC - Pacer Funds Trust - Pacer PE/VC ETF |
19 |
Huntleigh Advisors, Inc. |
19 |
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund |
19 |
Brookwood Investment Group LLC |
19 |
Impact Capital Partners LLC |
19 |
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF |
19 |
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF |
19 |
Caliber Wealth Management, LLC / KS |
19 |
Family Legacy Financial Solutions, LLC |
19 |
Promus Capital, LLC |
19 |
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 |
18 |
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF |
18 |
1248 Management, LLC |
18 |
Alteri Wealth LLC |
18 |
Castlekeep Investment Advisors Llc |
18 |
Bingham Private Wealth, Llc |
18 |
Miller Financial Services LLC |
18 |
B Group, Inc. |
18 |
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF |
18 |
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF |
18 |
RMG Wealth Management LLC |
18 |
PUREfi Wealth, LLC |
18 |
FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund |
18 |
Kensington Investment Counsel, LLC |
18 |
Steward Partners Investment Solutions, Llc |
18 |
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF |
18 |
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF |
18 |
Wheatland Advisors Inc |
18 |
Campion Asset Management LLC |
18 |
Wildermuth Endowment Strategy Fund |
18 |
Regatta Capital Group, Llc |
18 |
Financial Strategy Network, LLC |
18 |
QQQN - Victory Portfolios II - VictoryShares Nasdaq Next 50 ETF |
18 |
Bell Asset Management Ltd |
18 |
Goldstein Advisors, LLC |
18 |
Dock Street Asset Management Inc |
18 |
Stone Run Capital, Llc |
18 |
PFW Advisors LLC |
18 |
Howard Capital Management Group, LLC |
18 |
Warther Private Wealth, LLC |
18 |
Oppenheimer Discovery Mid Cap Growth Fund |
18 |
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A |
18 |
Mcdonald Capital Investors Inc/ca |
18 |
Capital Markets Trading UK LLP |
18 |
DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A |
18 |
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF |
18 |
Messner & Smith Theme Value Investment Management Ltd /ca/ |
18 |
Payden & Rygel Investment Group |
18 |
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y |
18 |
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund |
18 |
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I |
18 |
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund |
18 |
Essential Planning, LLC. |
18 |
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class |
18 |
Gilead Sciences Inc |
18 |
BlackRock Private Investments Fund |
18 |
Consolidated Portfolio Review Corp |
18 |
Russell Clark Investment Management Ltd |
18 |
Pivotal bioVenture Partners Investment Advisor LLC |
18 |
United Advisor Group, LLC |
18 |
Sage Capital Management, LLC |
18 |
Greystone Managed Investments Inc. |
18 |
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A |
18 |
Verdad Advisers, LP |
18 |
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 |
18 |
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial |
18 |
Burford Brothers, Inc. |
18 |
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund |
18 |
St. James Investment Company, LLC |
18 |
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF |
18 |
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF |
18 |
Windsor Group LTD |
18 |
440 Investment Group, Llc |
18 |
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A |
18 |
TYNE - Direxion Shares ETF Trust - Direxion Nanotechnology ETF |
18 |
Marathon Asset Management Llp |
18 |
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF |
18 |
JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF |
18 |
Q3 Asset Management |
18 |
Family Legacy, Inc. |
18 |
E Fund Management (Hong Kong) Co., Ltd. |
18 |
Am Investment Strategies Llc |
18 |
Lagoda Investment Management, L.P. |
18 |
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A |
18 |
VMAX - Lattice Strategies Trust - Hartford US Value ETF |
18 |
Main Management ETF Advisors, LLC |
18 |
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A |
18 |
Blue Fin Capital, Inc. |
18 |
Cherry Creek Investment Advisors, Inc. |
18 |
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I |
18 |
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A |
18 |
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A |
18 |
Aspen Investment Management Inc |
18 |
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class |
18 |
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N |
18 |
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A |
18 |
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N |
18 |
Oaktree Fund Advisors, LLC |
18 |
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I |
18 |
Aull & Monroe Investment Management Corp |
18 |
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class |
18 |
Gifford Fong Associates |
18 |
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA |
18 |
Montage Investments, Llc |
18 |
Rice Partnership, LLC |
18 |
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 |
18 |
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF |
18 |
AA Financial Advisors, LLC |
18 |
Duncan Williams Asset Management, LLC |
18 |
IMIOX - Voya INVESTORS TRUST - VY(R) T. Rowe Price International Stock Portfolio Class ADV |
18 |
Bristol Advisors, LLC |
18 |
Putnam ETF Trust - Putnam ESG High Yield ETF - |
18 |
Auxano Advisors, LLC |
18 |
GDS Wealth Management |
18 |
S.E.E.D. Planning Group LLC |
18 |
Sumitomo Mitsui Financial Group, Inc. |
18 |
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A |
18 |
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A |
18 |
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A |
18 |
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF |
18 |
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R |
18 |
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund |
18 |
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N |
18 |
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A |
18 |
Peoples Bank /oh |
18 |
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund |
18 |
Umpqua Bank |
18 |
Lineweaver Wealth Advisors, LLC |
18 |
PFMAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Growth Class A |
18 |
Sandbox Financial Partners, LLC |
18 |
Greystone Financial Group, LLC |
18 |
Bloom Tree Partners, Llc |
18 |
Farmer Steven Patrick |
18 |
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class |
18 |
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A |
18 |
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A |
18 |
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 |
18 |
Clear Perspectives Financial Planning, LLC |
18 |
Amtrust Financial Services, Inc. |
18 |
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes |
18 |
Weaver Capital Management LLC |
18 |
Tandem Investment Advisors, Inc. |
18 |
GenTrust, LLC |
18 |
Selway Asset Management |
18 |
Evergreen Wealth Solutions, LLC |
18 |
Pimco Dynamic Credit & Mortgage Income Fund |
18 |
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio |
18 |
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I |
18 |
Braver Wealth Management, LLC |
18 |
GCINX - GREEN CENTURY FUNDS - Green Century MSCI International Index Fund Individual Investor Class |
18 |
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A |
18 |
venBio Partners LLC |
18 |
Locust Wood Capital Advisers, Llc |
18 |
FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class |
18 |
IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class |
18 |
German American Bancorp, Inc. |
18 |
Newgate Capital Management Llc |
18 |
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF |
18 |
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares |
18 |
TOKE - Cambria ETF Trust - Cambria Cannabis ETF |
18 |
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio |
18 |
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class |
18 |
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF |
18 |
Breakwater Investment Management |
18 |
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF |
18 |
3G Capital Partners LP |
18 |
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV |
18 |
NATIONWIDE VARIABLE INSURANCE TRUST - Templeton NVIT International Value Fund Class I |
18 |
Mosaic Family Wealth Partners, Llc |
18 |
Renaissance Capital LLC |
18 |
Tiedemann Trust Co |
18 |
Comgest Global Investors S.a.s. |
18 |
Bdf-gestion |
18 |
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class |
18 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 |
18 |
Flagship Pioneering Inc. |
18 |
Center For Asset Management LLC |
18 |
Third Avenue Management Llc |
18 |
Howard Financial Services, Ltd. |
18 |
Mainstream Capital Management LLC |
18 |
Capital Market Strategies LLC |
18 |
Fcm Investments/tx |
18 |
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF |
18 |
Lifestyle Asset Management, Inc. |
18 |
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares |
18 |
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional |
18 |
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I |
18 |
Fountainhead AM, LLC |
18 |
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class |
18 |
Arista Wealth Management, LLC |
18 |
Luxor Capital Group, LP |
18 |
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class |
18 |
Hobart Private Capital, LLC |
18 |
Villere St Denis J & Co Llc |
18 |
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July |
18 |
Amida Capital Management II, LLC |
18 |
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares |
18 |
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares |
18 |
Kings Path Partners LLC |
18 |
Foundation Asset Management, LP |
18 |
MEMBERS Trust Co |
18 |
Nasdaq Premium Income & Growth Fund Inc. |
18 |
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF |
18 |
CMDY - iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF |
18 |
Legacy Trust |
18 |
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund |
18 |
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional |
18 |
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A |
18 |
Meadow Creek Wealth Advisors Llc |
18 |
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I |
18 |
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class |
18 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 |
18 |
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 |
18 |
Kesler, Norman & Wride, LLC |
18 |
Gruber & Mcbaine Capital Management Llc |
18 |
Strategic Wealth Management Group, LLC |
18 |
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund |
18 |
NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF |
18 |
Boulegeris Investments, Inc. |
18 |
VIDI - ETF Series Solutions - Vident International Equity Fund |
18 |
Commons Capital, Llc |
18 |
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares |
18 |
Kennedy Investment Group |
18 |
Horizon Wealth Management, LLC |
18 |
Westshore Wealth, LLC |
18 |
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A |
18 |
Cortland Associates Inc/mo |
18 |
Mill Capital Management, LLC |
18 |
Seaport Global Advisors, LLC |
18 |
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A |
18 |
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF |
18 |
Single Point Partners, LLC |
18 |
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares |
18 |
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class |
18 |
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A |
18 |
Capital Advantage, Inc. |
18 |
Adirondack Research & Management Inc. |
18 |
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class |
18 |
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund |
18 |
Miramar Capital, LLC |
18 |
IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class |
18 |
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class |
18 |
Otter Creek Advisors, LLC |
18 |
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF |
18 |
Delta Financial Advisors Llc |
18 |
LifePro Asset Management |
18 |
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares |
18 |
Birmingham Capital Management Co Inc/al |
18 |
Brooks, Moore & Associates, Inc. |
18 |
Drexel Morgan & Co. |
18 |
BXFCX - MassMutual Advantage Funds - MassMutual Global Floating Rate Fund Class C |
18 |
Econ Financial Services Corp |
18 |
Olstein Capital Management, L.P. |
18 |
Progressive Investment Management Corp |
18 |
Prostatis Group LLC |
18 |
Brown Miller Wealth Management, LLC |
18 |
Montis Financial, LLC |
18 |
Old Republic International Corp |
18 |
St. Louis Trust Co |
18 |
Safe Harbor Fiduciary, LLC |
18 |
XDNA - Kelly Strategic ETF Trust - Kelly CRISPR & Gene Editing Technology ETF |
18 |
HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I |
18 |
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A |
18 |
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class |
18 |
LJI Wealth Management, LLC |
18 |
Southland Equity Partners LLC |
18 |
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A |
18 |
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF |
18 |
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 |
18 |
Contrarius Investment Management Ltd |
18 |
Hutchinson Capital Management/ca |
18 |
VGROX - Voya EQUITY TRUST - Voya SMID Cap Growth Fund Class A |
18 |
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class |
18 |
Armstrong, Fleming & Moore, Inc |
18 |
Tweedy, Browne Co LLC |
18 |
Westchester Capital Management, Inc. |
18 |
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L |
18 |
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A |
18 |
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I |
18 |
Advisory Resource Group |
18 |
Jd Capital Management Llc |
18 |
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF |
18 |
Nottingham Advisors, Inc. |
18 |
Twelve Points Wealth Management LLC |
18 |
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund |
18 |
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class |
18 |
FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class |
18 |
Henderson Global Funds |
18 |
Redwood Capital Management, Llc |
18 |
Copley Financial Group, Inc. |
18 |
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A |
18 |
Eton Park Capital Management, L.P. |
18 |
Northern Financial Advisors Inc |
18 |
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund |
18 |
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares |
18 |
Wellspring Financial Advisors, LLC |
18 |
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV |
18 |
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF |
18 |
Rubric Capital Management, LLC |
18 |
SA FUNDS INVESTMENT TRUST - SA International Value Fund |
18 |
LDGVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Durable Growth Fund Class R6 |
18 |
JMCRX - James Advantage Funds - James Micro Cap Fund |
18 |
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund |
18 |
united american securities inc. (d/b/a uas asset management) |
18 |
Pineno Levin & Ford Asset Management, Inc. |
18 |
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A |
18 |
Harbour Trust & Investment Management Co |
18 |
Tiff Advisory Services Inc |
18 |
CORDA Investment Management, LLC. |
18 |
Nan Shan Life Insurance Co., Ltd. |
18 |
TAMRO Capital Partners LLC |
18 |
Hugh Johnson Advisors LLC |
18 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I |
18 |
Philip James Wealth Mangement, LLC |
18 |
Sadoff Investment Management Llc |
18 |
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A |
18 |
VIRS - Pacer Funds Trust - Pacer BioThreat Strategy ETF |
18 |
Retirement Financial Solutions, Llc |
18 |
Guggenheim Equal Weight Enhanced Equity Income Fund |
18 |
Delta Capital Management Llc |
18 |
Stonebrook Private Inc. |
18 |
Seminole Management Co., Inc. |
18 |
Gibraltar Capital Management, Inc. |
18 |
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I |
18 |
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF |
18 |
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A |
18 |
Franklin Templeton ETF Trust - Western Asset Bond ETF |
18 |
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class |
18 |
SCP Investment, LP |
18 |
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio |
18 |
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A |
18 |
HART - IndexIQ ETF Trust - IQ Healthy Hearts ETF |
18 |
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A |
17 |
JBJ Investment Partners, LLC |
17 |
Private Capital Management Llc |
17 |
Planning Solutions Group Llc |
17 |
Capital One Financial Corp |
17 |
Guardian Investment Management |
17 |
Stellar Capital Management, LLC |
17 |
MTCGX - M FUND INC - M Large Cap Growth Fund |
17 |
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF |
17 |
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF |
17 |
Community Capital Management, Inc. |
17 |
Seascape Capital Management |
17 |
Members Capital Advisors Inc |
17 |
Mizuho Markets Cayman LP |
17 |
LSLT - ETF Series Solutions - Salt Low truBeta US Market ETF |
17 |
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares |
17 |
WMKGX - WESMARK FUNDS - WesMark Growth Fund |
17 |
Dohj, Llc |
17 |
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares |
17 |
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares |
17 |
Bourne Lent Asset Management Inc |
17 |
Pavion Blue Capital, LLC |
17 |
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund |
17 |
Weik Capital Management |
17 |
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund |
17 |
Taikang Asset Management (Hong Kong) Co Ltd |
17 |
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares |
17 |
ARKK - Ark ETF Trust - ARK Innovation ETF |
17 |
Pines Wealth Management, LLC |
17 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I |
17 |
J. L. Bainbridge & Co., Inc. |
17 |
Beaumont Asset Management, L.L.C. |
17 |
Hall Capital Management Co Inc |
17 |
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A |
17 |
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1 |
17 |
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 |
17 |
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A |
17 |
Schneider Downs Wealth Management Advisors, LP |
17 |
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF |
17 |
Sunflower Bank, N.A. |
17 |
BIGTX - Monteagle Funds - The Texas Fund Class I |
17 |
Shelter Mutual Insurance Co |
17 |
Vista Investment Management |
17 |
Phoenix Investment Adviser LLC |
17 |
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A |
17 |
NCM Capital Advisers, Inc. |
17 |
Qvr Llc |
17 |
Lincoln Park Capital Fund, LLC |
17 |
Aurora Financial Advisors, Llc |
17 |
Edmp, Inc. |
17 |
NOIGX - Northern Funds - Northern International Equity Fund |
17 |
First National Bank & Trust Co Of Newtown |
17 |
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF |
17 |
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio |
17 |
Traxis Partners Lp |
17 |
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares |
17 |
EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF |
17 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A |
17 |
Diameter Capital Partners LP |
17 |
ABLE Financial Group, LLC |
17 |
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF |
17 |
CNBS - Amplify ETF Trust - Amplify Seymour Cannabis ETF |
17 |
Orleans Capital Management Corp/la |
17 |
North Fourth Asset Management, LP |
17 |
PACIFIC SELECT FUND - Small-Cap Growth Portfolio Class P |
17 |
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I |
17 |
Tortoise Capital Advisors, L.l.c. |
17 |
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares |
17 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund |
17 |
Cape Ann Savings Bank |
17 |
ADNIX - AMERICAN BEACON FUNDS - American Beacon ARK Transformational Innovation Fund Institutional Class |
17 |
Northstar Investment Advisors Llc |
17 |
WFGDX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Growth Fund Administrator Class |
17 |
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio |
17 |
Successful Portfolios LLC |
17 |
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund |
17 |
Afam Capital, Inc. |
17 |
Windsor Financial Group Llc |
17 |
Steinberg Asset Management Llc |
17 |
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A |
17 |
Asset Allocation & Management Company, LLC |
17 |
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A |
17 |
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf |
17 |
Lonestar Capital Management LLC |
17 |
Oak Hill Wealth Advisors, Llc |
17 |
SSHAX - SSGA Active Trust - State Street Defensive Global Equity Portfolio |
17 |
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund |
17 |
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class |
17 |
JIHDX - John Hancock Funds II - High Yield Fund Class 1 |
17 |
Third Security, LLC |
17 |
Majedie Asset Management Ltd |
17 |
VAMGX - VALIC Co II - Mid Cap Growth Fund |
17 |
Core Wealth Partners LLC |
17 |
Mirae Asset Discovery Funds - Mirae Asset Emerging Markets Great Consumer VIT Fund Class I Shares |
17 |
Cambridge Advisors Inc. |
17 |
Salvus Wealth Management, LLC |
17 |
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IA |
17 |
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares |
17 |
TrueWealth Advisors, LLC |
17 |
Salem Capital Management Inc |
17 |
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA |
17 |
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A |
17 |
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A |
17 |
APHIX - ARTISAN PARTNERS FUNDS INC - Artisan International Fund Institutional Shares |
17 |
Laurel Grove Capital, LLC |
17 |
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund |
17 |
Birchcreek Wealth Management, LLC |
17 |
CPOAX - Morgan Stanley Insight Fund - Morgan Stanley Insight Fund A |
17 |
Halsey Associates Inc/ct |
17 |
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund |
17 |
Contrarian Capital Management, L.l.c. |
17 |
Peak Financial Advisors Llc |
17 |
Wealth Management Partners, LLC |
17 |
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A |
17 |
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I |
17 |
Guggenheim Credit Allocation Fund |
17 |
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I |
17 |
Dividend & Income Fund |
17 |
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T |
17 |
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T |
17 |
Smithbridge Asset Management Inc/de |
17 |
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares |
17 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 |
17 |
Blackrock Enhanced Capital & Income Fund, Inc. |
17 |
TSP Capital Management Group, LLC |
17 |
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF |
17 |
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF |
17 |
Magellan Asset Management Ltd |
17 |
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional |
17 |
Veritas Investment Partners (UK) Ltd. |
17 |
Euclidean Capital LLC |
17 |
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class |
17 |
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class |
17 |
First Houston Capital, Inc. |
17 |
Hamilton Point Investment Advisors, LLC |
17 |
Financial Network Wealth Management LLC |
17 |
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV |
17 |
Cadent Capital Advisors, LLC |
17 |
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A |
17 |
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. |
17 |
Curated Wealth Partners LLC |
17 |
B.O.S.S. Retirement Advisors, LLC |
17 |
PENN SERIES FUNDS INC - Large Cap Value Fund |
17 |
Huber Capital Management LLC |
17 |
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A |
17 |
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund |
17 |
Biltmore Wealth Management, LLC |
17 |
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF |
17 |
Ritter Daniher Financial Advisory, Llc |
17 |
CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF |
17 |
Greater India Portfolio - Greater India Portfolio |
17 |
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund |
17 |
Astrazeneca Plc |
17 |
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A |
17 |
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I |
17 |
Cultivar Capital, Inc. |
17 |
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A |
17 |
Brighthouse Funds Trust I - Brighthouse/Artisan International Portfolio Class A |
17 |
Lazard Freres Gestion S.A.S. |
17 |
Hoxton Planning & Management, LLC |
17 |
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I |
17 |
Eagle Capital Management Llc |
17 |
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A |
17 |
COAVX - COLUMBIA FUNDS SERIES TRUST - Columbia Overseas Value Fund Class A |
17 |
Kfg Wealth Management, Llc |
17 |
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class |
17 |
Mendel Money Management |
17 |
Bill Few Associates, Inc. |
17 |
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP |
17 |
UBP Investment Advisors SA |
17 |
Hudson Capital Management LLC |
17 |
Bredin Investment Llc |
17 |
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF |
17 |
Harvest Volatility Management Llc |
17 |
Central Valley Advisors, Llc |
17 |
Bigger Capital Fund L P |
17 |
FCG Investment Co |
17 |
Kodai Capital Management LP |
17 |
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A |
17 |
FLIN - Franklin Templeton ETF Trust - Franklin FTSE India ETF |
17 |
EnRich Financial Partners LLC |
17 |
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio |
17 |
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF |
17 |
Sentinus, LLC |
17 |
Providence First Trust Co |
17 |
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A |
17 |
Summit Financial Group, Inc. |
17 |
Optimist Retirement Group LLC |
17 |
Clarity Asset Management, Inc. |
17 |
Wescott Financial Advisory Group, LLC |
17 |
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A |
17 |
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A |
17 |
Barings Funds Trust - Barings Global Floating Rate Fund Class A Shares |
17 |
VVMCX - VALIC Co I - Mid Cap Value Fund |
17 |
ISRA - VanEck Vectors ETF Trust - VanEck Vectors Israel ETF |
17 |
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares |
17 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class |
17 |
Omni Partners US LLC |
17 |
MASTX - BMO FUNDS, INC. - BMO Large-Cap Growth Fund Class Y |
17 |
Access Financial Services, Inc. |
17 |
JFWD - Jacob Funds Inc. - Jacob Forward ETF |
17 |
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 |
17 |
NEXTX - SHELTON FUNDS - Shelton Green Alpha Fund |
17 |
CAMG Solamere Management, LLC |
17 |
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class |
17 |
Hartree Partners, LP |
17 |
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF |
17 |
Morgan Jess S & Co Inc |
17 |
Greenfield Savings Bank |
17 |
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class |
17 |
TBWAX - THORNBURG INVESTMENT TRUST - Thornburg Better World International Fund - Class A |
17 |
Red Spruce Capital, LLC |
17 |
Trajan Wealth LLC |
17 |
Cascade Financial Partners, LLC |
17 |
Vista Investment Partners Llc |
17 |
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund |
17 |
White Knight Strategic Wealth Advisors, LLC |
17 |
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares |
17 |
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI |
17 |
Bridge Creek Capital Management LLC |
17 |
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class |
17 |
Doliver Advisors, Lp |
17 |
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A |
17 |
Putnam Funds Trust - Putnam Equity Spectrum Fund Class M |
17 |
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A |
17 |
Hedges Asset Management LLC |
17 |
BlackDiamond Wealth Management Inc. |
17 |
Wealthstream Advisors, Inc. |
17 |
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF |
17 |
Baring International Investment Ltd |
17 |
Aquila Investment Management LLC |
17 |
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF |
17 |
Monograph Wealth Advisors, Llc |
17 |
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF |
17 |
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A |
17 |
Brass Tax Wealth Management, Inc |
17 |
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A |
17 |
Nauset Wealth Management. LLC |
17 |
Saxon Interests, Inc. |
17 |
Bankers Trust Co |
17 |
Brightworth |
17 |
DFA INVESTMENT TRUST CO - The Canadian Small Company Series |
17 |
Davidson Kempner Capital Management LLC |
17 |
Harbert Fund Advisors, Inc. |
17 |
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF |
17 |
Athena Investment Management |
17 |
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A |
17 |
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB |
17 |
Trail Ridge Investment Advisors, LLC |
17 |
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF |
17 |
Schrum Private Wealth Management LLC |
17 |
Win Advisors, Inc |
17 |
Matrix Private Capital Group Llc |
17 |
Retireful, LLC |
17 |
Gardiner Nancy B |
17 |
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A |
17 |
Shoker Investment Counsel, Inc. |
17 |
Cardiff Park Advisors, Llc |
17 |
Stearns Financial Services Group |
17 |
NexPoint Credit Strategies Fund |
17 |
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares |
17 |
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 |
17 |
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 |
17 |
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A |
17 |
La Financiere De L'echiquier |
17 |
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund |
17 |
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund |
17 |
Maple Rock Capital Partners Inc. |
17 |
Orbitronix, LP |
17 |
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A |
17 |
FirstPurpose Wealth LLC |
17 |
13D Management LLC |
17 |
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund |
17 |
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF |
17 |
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A |
17 |
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class |
17 |
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A |
17 |
Tandem Capital Management Corp /adv |
17 |
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF |
17 |
Steamboat Capital Partners, LLC |
17 |
Swift Run Capital Management, LLC |
17 |
Capstone Financial Group, Inc. |
17 |
Willow Street Advisors LLC |
17 |
Chapman Financial Group, Llc |
17 |
Copia Wealth Management |
17 |
MSH Capital Advisors LLC |
17 |
Noble Wealth Management PBC |
17 |
10Elms LLP |
17 |
Limestone Investment Advisors LP |
17 |
Foresite Capital Management VI LLC |
17 |
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class |
17 |
Conquis Financial Llc |
17 |
PKS Advisory Services, LLC |
17 |
eCIO, Inc. |
17 |
Abound Financial, Llc |
17 |
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF |
17 |
AssuredPartners Investment Advisors, LLC |
17 |
Westerkirk Capital Inc. |
16 |
Anderson Financial Strategies, LLC |
16 |
Good Steward Wealth Advisors,LLC |
16 |
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF |
16 |
Navigoe, LLC |
16 |
NWF Advisory Services Inc. |
16 |
TOWER TRUST & INVESTMENT Co |
16 |
Brucke Financial, Inc. |
16 |
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 |
16 |
Runnymede Capital Advisors, Inc. |
16 |
Monimus Capital Management, Lp |
16 |
Isi Strategy Fund Inc |
16 |
AlphaQ Advisors LLC |
16 |
Traveka Wealth, LLC |
16 |
Arvest Investments, Inc. |
16 |
FEVR - Northern Lights Fund Trust IV - Inspire Faithward Large Cap Momentum ESG ETF |
16 |
Venator Capital Management Ltd. |
16 |
Master Focus Growth Llc - Master Focus Growth Llc |
16 |
OEF - iSHARES TRUST - iShares S&P 100 ETF |
16 |
Emerge ETF Trust - Emerge EMPWR Unified Sustainable Equity ETF |
16 |
Trustees of Columbia University in the City of New York |
16 |
Cahaba Wealth Management, Inc. |
16 |
IEV - iSHARES TRUST - iShares Europe ETF |
16 |
Willis Johnson & Associates, Inc. |
16 |
Monolith Advisors |
16 |
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares |
16 |
Arrowgrass Capital Partners Llp |
16 |
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF |
16 |
Portola Group Inc /ca |
16 |
Silverleafe Capital Partners, LLC |
16 |
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF |
16 |
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares |
16 |
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF |
16 |
Davis Investment Partners, LLC |
16 |
Academy Capital Management Inc/tx |
16 |
Verus Financial Partners, Inc. |
16 |
Westport Asset Management Inc |
16 |
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional |
16 |
Financial Insights, Inc. |
16 |
Ascension Asset Management LLC |
16 |
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF |
16 |
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF |
16 |
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R |
16 |
LGGAX - Legg Mason Global Asset Management Trust - ClearBridge International Growth Fund Class A |
16 |
Birch Capital Management, LLC |
16 |
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A |
16 |
Soros Capital Management Llc |
16 |
Austin Private Wealth, LLC |
16 |
AVPUX - American Century Variable Portfolios Inc - Vp Ultra Fund Class I |
16 |
Breed's Hill Capital LLC |
16 |
PACIFIC SELECT FUND - Focused Growth Portfolio Class I |
16 |
Arlington Financial Advisors, LLC |
16 |
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A |
16 |
Pomelo Capital LLC |
16 |
Richard C. Young & CO., LTD. |
16 |
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 |
16 |
Barlow Wealth Partners, Inc. |
16 |
Gates Capital Management, Inc. |
16 |
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia |
16 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 |
16 |
Diamant Asset Management, Inc. |
16 |
Round Rock Advisors, LLC |
16 |
Alley Co LLC |
16 |
EJF Capital LLC |
16 |
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A |
16 |
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A |
16 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class |
16 |
Weatherstone Capital Management |
16 |
TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class |
16 |
Claymore Exchange-traded Fund Trust 2 |
16 |
ACLTX - American Century Mutual Funds, Inc. - Nt Growth Fund G Class |
16 |
Cullen Investment Group, Ltd. |
16 |
Johnson & Johnson Innovation - JJDC, Inc. |
16 |
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A |
16 |
RELIANCE TRUST Co |
16 |
Schear Investment Advisers, LLC |
16 |
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF |
16 |
Osher Van de Voorde Investment Management |
16 |
Soleus Capital Master Fund, L.P. |
16 |
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund |
16 |
Tabor Asset Management, LP |
16 |
Pettyjohn, Wood & White, Inc |
16 |
Western Financial Corp/CA |
16 |
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund |
16 |
KKR Credit Opportunities Portfolio |
16 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 |
16 |
Starr International Co Inc |
16 |
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class |
16 |
Jackson Park Capital, Llc |
16 |
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF |
16 |
King Investment Advisors Inc/tx |
16 |
STFGX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Growth Fund |
16 |
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund |
16 |
Interactive Financial Advisors |
16 |
Rex Capital Advisors, LLC |
16 |
Franklin Templeton ETF Trust - Franklin Income Focus ETF |
16 |
CCRV - iShares U.S. ETF Trust - iShares Commodity Curve Carry Strategy ETF |
16 |
Wd Rutherford Llc |
16 |
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A |
16 |
McQueen, Ball & Associates Inc. |
16 |
NLGIX - COLUMBIA FUNDS SERIES TRUST - Columbia Global Strategic Equity Fund Class A |
16 |
VCCAX - VALIC Co II - Capital Appreciation Fund |
16 |
Apeiron RIA LLC |
16 |
BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF |
16 |
Emerald Advisors, LLC |
16 |
DIET - ETF Series Solutions - Defiance Next Gen Food & Agriculture ETF |
16 |
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A |
16 |
Pinnacle Advisory Group, Inc. |
16 |
Alphadyne Asset Management, LLC |
16 |
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A |
16 |
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund |
16 |
Santa Barbara Asset Management, Llc |
16 |
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund |
16 |
Qp Wealth Management, Llc |
16 |
BCS Wealth Management |
16 |
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class |
16 |
Fieldpoint Private Advisors, Inc |
16 |
Union Square Park Capital Management, LLC |
16 |
BKIV - BNY Mellon ETF Trust - BNY Mellon Innovators ETF |
16 |
Eudaimonia Advisors Llc |
16 |
FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund |
16 |
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A |
16 |
James Reed Financial Services, Inc. |
16 |
CSMVX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Small Cap Growth Fund Retail Class |
16 |
Epiq Partners, Llc |
16 |
EISAX - CARILLON SERIES TRUST - Carillon ClariVest International Stock Fund A |
16 |
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund |
16 |
Pluribus Labs, LLC |
16 |
VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund |
16 |
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class |
16 |
Townsend Asset Management Corp /nc/ /adv |
16 |
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF |
16 |
Cohen & Steers Capital Management Inc |
16 |
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF |
16 |
RobecoSam USA, Inc. |
16 |
EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF |
16 |
Mmbg Investment Advisors Co. |
16 |
Compass Financial Services Inc |
16 |
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA |
16 |
Vantage Investment Partners, LLC |
16 |
PTWAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM JENNISON 20/20 FOCUS FUND Class A |
16 |
Marotta Asset Management |
16 |
Taika Capital, LP |
16 |
EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF |
16 |
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund |
16 |
Forty4 Asset Management LLC |
16 |
New England Professional Planning Group Inc. |
16 |
Eagle Strategies LLC |
16 |
Orion Investment Co |
16 |
Drucker Wealth 3.0, LLC |
16 |
Wood Investment Counsel LLC |
16 |
Home Federal Bank Of Tennessee |
16 |
Investment Advisory Group, LLC |
16 |
HDV - iSHARES TRUST - iShares Core High Dividend ETF |
16 |
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF |
16 |
Ayrshire Capital Management LLC |
16 |
Centennial Wealth Advisory LLC |
16 |
Thomist Capital Management, LP |
16 |
Chemistry Wealth Management LLC |
16 |
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class |
16 |
ZPSVX - Trust for Advised Portfolios - Ziegler Piermont Small Cap Value Fund Institutional Class |
16 |
ForthRight Wealth Management, LLC |
16 |
VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares |
16 |
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I |
16 |
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A |
16 |
American Fidelity Dual Strategy Fund Inc |
16 |
Oak Family Advisors, Llc |
16 |
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A |
16 |
TT International Asset Management LTD |
16 |
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares |
16 |
LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF |
16 |
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A |
16 |
TABOX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark US Core Equity Fund Institutional Class |
16 |
Carnegie Lake Advisors LLC |
16 |
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares |
16 |
Advisor Consultant Network Inc |
16 |
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class |
16 |
Williams & Novak, LLC |
16 |
Pine Haven Investment Counsel, Inc |
16 |
Honig Barry C |
16 |
Diversified Portfolios, Inc. |
16 |
Coulter & Justus Financial Services, LLC |
16 |
Thomaspartners, Inc. |
16 |
Teewinot Capital Advisers, L.L.C. |
16 |
Security National Bank Of Sioux City Iowa /ia/ |
16 |
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A |
16 |
Waypoint Capital Advisors, LLC |
16 |
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF |
16 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD |
16 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD |
16 |
Trust & Fiduciary Management Services Inc |
16 |
Yiheng Capital Management, L.P. |
16 |
Valley Forge Asset Management, Llc |
16 |
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A |
16 |
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund |
16 |
Keene & Associates, Inc. |
16 |
Tiger Global Management Llc |
16 |
Ccg Wealth Management, Llc |
16 |
Apollo Senior Floating Rate Fund Inc. |
16 |
National Investment Services Inc /wi |
16 |
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity |
16 |
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 |
16 |
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares |
16 |
Mrj Capital Inc |
16 |
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 |
16 |
GLENMEDE FUND INC - Alternative Risk Premia Portfolio |
16 |
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A |
16 |
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) |
16 |
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF |
16 |
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF |
16 |
Highview Capital Management LLC/DE/ |
16 |
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A |
16 |
OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A |
16 |
VCTPX - VALIC Co I - Inflation Protected Fund |
16 |
Carlton Hofferkamp & Jenks Wealth Management, LLC |
16 |
DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A |
16 |
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A |
16 |
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A |
16 |
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF |
16 |
PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF |
16 |
Blue Granite Capital, LLC |
16 |
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A |
16 |
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A |
16 |
FrontFour Capital Group LLC |
16 |
Wittenberg Investment Management, Inc. |
16 |
OHIO NATIONAL FUND INC - ON Bond Portfolio |
16 |
Key Square Capital Management LLC |
16 |
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class |
16 |
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF |
16 |
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial |
16 |
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF |
16 |
Palisades Hudson Asset Management, L.P. |
16 |
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C |
16 |
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A |
16 |
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 |
16 |
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class |
16 |
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF |
16 |
Joule Financial, LLC |
16 |
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I |
16 |
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 |
16 |
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A |
16 |
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares |
16 |
JGDAX - JANUS INVESTMENT FUND - Janus Henderson Global Income Managed Volatility Fund Class A |
16 |
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I |
16 |
Sound Shore Management Inc /ct/ |
16 |
Advocate Group Llc |
16 |
MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I |
16 |
Alpha Financial Partners, LLC |
16 |
Financial Security Advisor, Inc. |
16 |
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF |
16 |
Absolute Investment Advisers Llc |
16 |
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N |
16 |
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N |
16 |
Embree Financial Group |
16 |
Trinity Legacy Partners, LLC |
16 |
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF |
16 |
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A |
16 |
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares |
16 |
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF |
16 |
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A |
16 |
Professional Planning |
16 |
Blue Ridge Capital, L.L.C. |
16 |
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF |
16 |
KMED - Krane Shares Trust - KraneShares Emerging Markets Healthcare Index ETF |
16 |
apricus wealth, LLC |
16 |
Altrius Capital Management Inc |
16 |
NLAGX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Growth Fund Class A |
16 |
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares |
16 |
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A |
16 |
Stonepine Capital, L.p. |
16 |
Allen Mooney & Barnes Investment Advisors LLC |
16 |
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6 |
16 |
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I |
16 |
Quantum Financial Advisors, LLC |
16 |
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares |
16 |
Horizons Wealth Management |
16 |
ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class |
16 |
Jabodon Pt Co |
16 |
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class |
16 |
My Legacy Advisors, LLC |
16 |
Doubleline Income Solutions Fund |
16 |
Kent Lake Capital LLC |
16 |
PHH Investments, Ltd. |
16 |
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares |
16 |
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 |
16 |
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund |
16 |
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I |
16 |
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF |
16 |
One River Asset Management, LLC |
16 |
Mar Vista Investment Partners Llc |
16 |
Nuveen Multi-market Income Fund |
16 |
United Fire Group Inc |
16 |
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF |
16 |
Carleon Capital Partners LLC |
16 |
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) |
16 |
Wells Trecaso Financial Group, LLC |
16 |
Davidson Trust Co |
16 |
Pinnacle West Asset Management, Inc. |
16 |
Te Ahumairangi Investment Management Ltd |
16 |
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A |
16 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I |
16 |
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF |
16 |
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF |
16 |
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF |
16 |
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A |
16 |
Stokes Capital Advisors, LLC |
16 |
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 |
16 |
Lesa Sroufe & Co |
16 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund |
16 |
PZVLX - ADVISORS SERIES TRUST - Pzena Long/Short Value Fund Investor Class |
16 |
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A |
16 |
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund |
16 |
VeraBank, N.A. |
16 |
Engine Capital Management, LP |
16 |
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund |
16 |
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A |
16 |
BOSS - Global X Funds - Global X Founder-Run Companies ETF |
16 |
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares |
16 |
VAPPX - VALIC Co I - Capital Appreciation Fund |
16 |
Sonic Fund II, L.P. |
16 |
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA |
16 |
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF |
16 |
AADR - AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF |
16 |
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares |
16 |
Matthew Goff Investment Advisor, LLC |
16 |
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A |
16 |
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C |
16 |
Yelin Lapidot Holdings Management Ltd. |
16 |
Ivy Variable Insurance Portfolios - Ivy VIP Global Equity Income Class II |
16 |
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H |
16 |
Castellan Group, LLC |
16 |
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I |
16 |
WealthTrust Asset Management, LLC |
16 |
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) |
16 |
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF |
16 |
Davidson & Garrard Inc |
16 |
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares |
16 |
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund |
16 |
RIVGX - American Funds International Vantage Fund - American Funds International Vantage Fund Class R-6 |
16 |
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF |
16 |
Concord Asset Management, LLC/VA |
16 |
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A |
16 |
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I |
16 |
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A |
16 |
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF |
16 |
GGIIX - GuideStone Funds - Global Impact Fund Investor |
16 |
IBIAX - IVY FUNDS - Ivy Global Equity Income Fund Class A |
16 |
Rosenbaum Jay D. |
16 |
Clarity Financial LLC |
16 |
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I |
16 |
Three Bridge Wealth Advisors, LLC |
16 |
Fi3 FINANCIAL ADVISORS, LLC |
16 |
Dakota Community Bank & Trust NA |
16 |
Trueblood Wealth Management, LLC |
16 |
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class |
16 |
PCJ Investment Counsel Ltd. |
16 |
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund |
16 |
Monumental Financial Group Inc. |
16 |
Oak Harvest Investment Services |
16 |
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
16 |
Camden National Corp |
16 |
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A |
16 |
Kaufman Rossin Wealth, LLC |
16 |
Blue Zone Wealth Advisors, LLC |
16 |
Two Seas Capital LP |
16 |
Bridge City Capital, LLC |
16 |
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A |
16 |
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A |
16 |
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC |
16 |
WNY Asset Management, LLC |
16 |
IXSE - WisdomTree Trust - WisdomTree India ex-State-Owned Enterprises Fund N/A |
16 |
CIC Wealth, LLC |
16 |
Delta Global Management LP |
16 |
Root Financial Partners, LLC |
16 |
FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio |
16 |
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A |
16 |
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class |
16 |
Harrell Investment Partners, Llc |
16 |
Wilkinson Global Asset Management LLC |
16 |
Creegan & Nassoura Financial Group, LLC |
15 |
Charles Stewart Mott Foundation |
15 |
REDW Wealth LLC |
15 |
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A |
15 |
KCIIX - Advisors' Inner Circle Fund III - Knights of Columbus International Equity Fund I Shares |
15 |
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund |
15 |
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A |
15 |
WMNUX - Ultimus Managers Trust - Westwood Alternative Income Fund Ultra Shares |
15 |
GMICX - GMO TRUST - GMO International Equity Fund Class II |
15 |
Peachtree Investment Partners, LLC |
15 |
Nicollet Investment Management, Inc. |
15 |
NSI Retail Advisors, LLC |
15 |
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C |
15 |
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF |
15 |
Retirement Income Solutions, Inc |
15 |
Quantitative Value Technologies, Llc |
15 |
Athyrium Capital Management, LP |
15 |
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A |
15 |
Corundum Group, Inc. |
15 |
CGLOX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Global Equity Fund Share class |
15 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2022 |
15 |
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I |
15 |
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio |
15 |
MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class |
15 |
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A |
15 |
Glassy Mountain Advisors, Inc. |
15 |
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 |
15 |
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF |
15 |
Brookmont Capital Management |
15 |
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N |
15 |
Novartis Bioventures Ltd |
15 |
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class |
15 |
Integral Investment Advisors, Inc. |
15 |
Bordeaux Wealth Advisors LLC |
15 |
ASCAA - ANCHOR SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 |
15 |
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF |
15 |
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio |
15 |
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A |
15 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Fund VCT Portfolio : Class I |
15 |
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF |
15 |
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF |
15 |
W.H. Cornerstone Investments Inc. |
15 |
Longer Investments Inc. |
15 |
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional |
15 |
Second Line Capital, LLC |
15 |
Svb Financial Group |
15 |
Espalier Global Management LLC |
15 |
Harmony Asset Management Llc |
15 |
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class |
15 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I |
15 |
EWJ - iShares, Inc. - iShares MSCI Japan ETF |
15 |
Agate Pass Investment Management, LLC |
15 |
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M |
15 |
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A |
15 |
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF |
15 |
Wills Financial Group, Inc. |
15 |
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF |
15 |
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A |
15 |
EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF |
15 |
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF |
15 |
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class |
15 |
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class |
15 |
M3 Advisory Group, LLC |
15 |
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N |
15 |
Mezzasalma Advisors, LLC |
15 |
Partners Capital Investment Group Llc |
15 |
Summit Creek Advisors LLC |
15 |
Alleghany Corp /de |
15 |
King Street Capital Management, L.p. |
15 |
AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A |
15 |
Huber Financial Advisors, Llc |
15 |
Patrick M Sweeney & Associates, Inc |
15 |
Founders Capital Management, Llc |
15 |
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF |
15 |
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. |
15 |
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF |
15 |
Oppenheimer Equity Fund |
15 |
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class |
15 |
Nvest Financial, LLC |
15 |
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class |
15 |
CALAMOS INVESTMENT TRUST/IL - Calamos International Small Cap Growth Fund Class C |
15 |
Voya Emerging Markets High Dividend Equity Fund |
15 |
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C |
15 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Small-Mid Company Fund Class R6 |
15 |
Wallington Asset Management, LLC |
15 |
WHIAX - IVY FUNDS - Ivy High Income Fund Class A |
15 |
Vivo Capital IX, LLC |
15 |
XLB - SELECT SECTOR SPDR TRUST - The Materials Select Sector SPDR Fund |
15 |
Watts Gwilliam & Co., LLC |
15 |
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF |
15 |
Rudd International, Inc. |
15 |
Oppenheimer Capital Income Fund |
15 |
17 Capital Partners, Llc |
15 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class |
15 |
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF |
15 |
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares |
15 |
Sentry LLC |
15 |
VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class |
15 |
Raging Capital Management, LLC |
15 |
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A |
15 |
MXDE - ETF Series Solutions - Nationwide Maximum Diversification Emerging Markets Core Equity ETF |
15 |
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV |
15 |
Feis Lawrence Michael |
15 |
Kirr Marbach & Co Llc /in/ |
15 |
Fairview Capital Investment Management, Llc |
15 |
Eastern Capital LTD |
15 |
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class |
15 |
Sitrin Capital Management LLC |
15 |
Ramsay, Stattman, Vela & Price, Inc. |
15 |
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A |
15 |
Oak Asset Management, LLC |
15 |
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund |
15 |
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF |
15 |
Brooktree Capital Management |
15 |
Selz Capital LLC |
15 |
Giovine Capital Group Llc |
15 |
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF |
15 |
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I |
15 |
ZDIVX - Investment Managers Series Trust - Zacks Dividend Fund Investor Class |
15 |
Aubrey Capital Management Ltd |
15 |
Institutional Capital Llc |
15 |
Cloverfields Capital Group, Lp |
15 |
Elk River Wealth Management, LLC |
15 |
Bedel Financial Consulting Inc |
15 |
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
15 |
BOS Asset Management, LLC |
15 |
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class |
15 |
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF |
15 |
BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares |
15 |
Defender Capital, LLC. |
15 |
Jacobson & Schmitt Advisors, Llc |
15 |
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity |
15 |
Eos Management, L.P. |
15 |
CAFGX - Starboard Investment Trust - Cavalier Fundamental Growth Fund Institutional Class Shares |
15 |
Lakewood Capital Management, Lp |
15 |
Salzhauer Michael |
15 |
Christopher J. Hasenberg, Inc |
15 |
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares |
15 |
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 |
15 |
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A |
15 |
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 |
15 |
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class |
15 |
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares |
15 |
Richard P Slaughter Associates Inc |
15 |
Roystone Capital Management LP |
15 |
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares |
15 |
Stony Point Wealth Management Inc. |
15 |
Gratia Capital, Llc |
15 |
HFXE - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Europe ETF |
15 |
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class |
15 |
LSLT - Pacer Funds Trust - Pacer Salt Low truBeta US Market ETF |
15 |
Legacy Wealth Management, LLC / MS |
15 |
Shulman DeMeo Asset Management LLC |
15 |
Doubleline Equity Funds |
15 |
Lantern Wealth Advisors, LLC |
15 |
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A |
15 |
Barings Global Short Duration High Yield Fund |
15 |
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund |
15 |
Pathway Capital Management, Lp |
15 |
CHNA - ETF Series Solutions - Loncar China BioPharma ETF |
15 |
Strong Tower Advisory Services |
15 |
MUNDX - MUNDOVAL FUNDS - Mundoval Fund |
15 |
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A |
15 |
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund |
15 |
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
15 |
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF |
15 |
VANGUARD VARIABLE INSURANCE FUNDS - International Portfolio |
15 |
Ackerman Capital Advisors, LLC |
15 |
VCHYX - VALIC Co II - High Yield Bond Fund |
15 |
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A |
15 |
Long Road Investment Counsel, LLC |
15 |
Cascadia Advisory Services, LLC |
15 |
Samsung Asset Management (New York), Inc. |
15 |
GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF |
15 |
Red Granite Advisors LLC |
15 |
Somerset Group LLC |
15 |
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A |
15 |
Weitz Investment Management, Inc. |
15 |
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF |
15 |
Taylor, Cottrill LLC |
15 |
GEDTX - GMO TRUST - GMO Emerging Domestic Opportunities Fund Class II |
15 |
Aperture Investors, LLC |
15 |
Sterling Investment Counsel, LLC |
15 |
Swarthmore Group Inc |
15 |
Ayer Capital Management, LP |
15 |
Prossimo Advisors, LLC |
15 |
VLCCX - VALIC Co I - Large Cap Core Fund |
15 |
Natixis ETF Trust - Natixis Gateway Quality Income ETF |
15 |
BT Wealth Management LLC |
15 |
Signet Management Usa, Llc |
15 |
Blackston Financial Advisory Group, LLC |
15 |
JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares |
15 |
Hummer Financial Advisory Services Inc |
15 |
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
15 |
RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I |
15 |
Legacy CG, LLC |
15 |
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 |
15 |
Financial & Tax Architects, LLC |
15 |
RMBBX - RMB INVESTORS TRUST - RMB Small Cap Fund Class I |
15 |
Nuveen High Income 2023 Target Term Fund |
15 |
Prosperity Financial Group, Inc. |
15 |
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF |
15 |
Kaizen Financial Strategies |
15 |
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund |
15 |
GRATRY & Co LLC |
15 |
Jnl Series Trust - Jnl/wmc Value Fund (a) |
15 |
Grace Brothers Management Llc |
15 |
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A |
15 |
Green Harvest Asset Management LLC |
15 |
Barr E S & Co |
15 |
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class |
15 |
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares |
15 |
MBL Wealth, LLC |
15 |
Rench Wealth Management, Inc. |
15 |
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF |
15 |
Arbor Investment Advisors, LLC |
15 |
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class |
15 |
SFYF - Tidal ETF Trust - SoFi 50 ETF |
15 |
North Run Capital, Lp |
15 |
Aristotle Capital Boston, LLC |
15 |
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares |
15 |
Veritas Investment Management LLP |
15 |
Shelter Ins Retirement Plan |
15 |
Elevated Capital Advisors, LLC |
15 |
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares |
15 |
Dudley Capital Management, Llc |
15 |
Oppenheimer Integrity Funds |
15 |
Marion Wealth Management |
15 |
Hongkou Capital LP |
15 |
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio |
15 |
Smith, Graham & Co., Investment Advisors, LP |
15 |
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A |
15 |
Gateway Wealth Partners, LLC |
15 |
Columbia Capital Llc |
15 |
Wulff, Hansen & Co. |
15 |
Evanston Investments, Inc., dba Evanston Advisors |
15 |
Drw Securities, L.l.c. |
15 |
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund |
15 |
Northern Right Capital Management, L.P. |
15 |
First Citizens Bancorporation Inc |
15 |
Reitz Capital Advisors LLC |
15 |
Custom Portfolio Group LLC |
15 |
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A |
15 |
QIRIX - AQR Funds - AQR International Relaxed Constraint Equity Fund Class I |
15 |
Berry Group, Llc |
15 |
Icm Asset Management Inc/wa |
15 |
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund |
15 |
Axiom Advisory, LLC |
15 |
PENN SERIES FUNDS INC - Quality Bond Fund |
15 |
Fox Hill Wealth Management |
15 |
Battery Global Advisors, LLC |
15 |
PENN SERIES FUNDS INC - Large Growth Stock Fund |
15 |
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF |
15 |
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class |
15 |
LMYIX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global High Yield Fund Class I |
15 |
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) |
15 |
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund |
15 |
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF |
15 |
Midland Wealth Advisors Llc |
15 |
Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF |
15 |
Scion Asset Management, LLC |
15 |
Coastwise Capital Group, LLC |
15 |
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF |
15 |
GUNN & Co INVESTMENT MANAGEMENT, INC. |
15 |
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) |
15 |
RNEM - FIRST TRUST EXCHANGE-TRADED FUND VI - Emerging Markets Equity Select ETF |
15 |
Edgar Lomax Co/va |
15 |
Atlas Merchant Capital LLC |
15 |
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF |
15 |
CACG - Legg Mason ETF Investment Trust - ClearBridge All Cap Growth ETF |
15 |
Monterey Private Wealth, Inc. |
15 |
Capital Investment Services of America, Inc. |
15 |
Hokanson Associates, Inc. |
15 |
Bach Investment Advisors Ltd |
15 |
Biegel & Waller Llc |
15 |
Sound Energy Partners, Inc. |
15 |
OTPIX - Profunds - Nasdaq-100 Profund Investor Class |
15 |
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I |
15 |
Mfs Intermediate Income Trust |
15 |
HLIRX - HARDING LOEVNER FUNDS INC - International Equity Research Portfolio Institutional Class |
15 |
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class |
15 |
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class |
15 |
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 |
15 |
THCX - Spinnaker ETF Series - The Cannabis ETF |
15 |
Jnl Strategic Income Fund Llc |
15 |
Rivernorth/doubleline Strategic Opportunity Fund, Inc. |
15 |
Ategra Capital Management, LLC |
15 |
Wellington Wealth Strategies, LLC. |
15 |
Lincoln Capital LLC |
15 |
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II |
15 |
Day & Ennis, LLC |
15 |
Winning Points Advisors, LLC |
15 |
Front Street Capital Management, Inc. |
15 |
Eagle Rock Investment Company, Llc |
15 |
Weybosset Research & Management Llc |
15 |
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund |
15 |
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class |
15 |
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund |
15 |
Cassia Capital Partners, LLC |
15 |
Taylor Financial Group, Inc. |
15 |
Diker Management Llc |
15 |
NTB Financial Corp |
15 |
RSPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Materials ETF |
15 |
Virginia National Bank |
15 |
VWIGX - VANGUARD WORLD FUND - Vanguard International Growth Fund Investor Shares |
15 |
TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y |
15 |
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I |
15 |
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF |
15 |
Sonata Capital Group Inc |
15 |
Fractal Investments LLC |
15 |
Gunderson Capital Management Inc. |
15 |
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I |
15 |
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - |
15 |
Aquire Wealth Advisors, LLC |
15 |
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF |
15 |
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class |
15 |
Lorber David A |
15 |
AMLCX - AlphaMark Investment Trust - AlphaMark Large Cap Growth Fund |
15 |
ATIAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Select Companies Fund Class A |
15 |
Blue Chip Wealth Management, Inc. |
15 |
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A |
15 |
FSJPX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Japan Stock Index Fund |
15 |
NovaPoint Capital, LLC |
15 |
Sunflower Bank, Na Wealth Management |
15 |
LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A |
15 |
Harvest Portfolios Group Inc. |
15 |
SHFVX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge All Cap Value Fund Class A |
15 |
Snyder Capital Management L P |
15 |
Sound Financial Strategies Group, LLC |
15 |
Scotia Asset Management L.P. |
15 |
High Falls Advisors, Inc |
15 |
Pinnacle Private Wealth, LLC |
15 |
Ks Management Corp |
15 |
Magnolia Capital Management Ltd |
15 |
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A |
15 |
GLDPX - Ranger Funds Investment Trust - Rg Tactical Market Neutral Fund Institutional Class |
15 |
Avantra Family Wealth, Inc. |
15 |
Financial Management Network Inc |
15 |
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class |
15 |
Permian Investment Partners, LP |
15 |
DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF |
15 |
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A |
15 |
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF |
15 |
LaSalle St. Investment Advisors, LLC |
15 |
River Street Advisors LLC |
15 |
Berkshire Hathaway Inc |
15 |
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E |
15 |
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares |
15 |
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A |
15 |
HHBUX - Advisors' Inner Circle Fund II - HANCOCK HORIZON BURKENROAD SMALL CAP FUND INVESTOR CLASS SHARES |
15 |
Bonness Enterprises Inc |
15 |
JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A |
15 |
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF |
15 |
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A |
15 |
Callodine Capital Management, LP |
15 |
Johnson Bixby & Associates, LLC |
15 |
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares |
15 |
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I |
15 |
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares |
15 |
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF |
15 |
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class |
15 |
Pinnacle Family Advisors, LLC |
15 |
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
15 |
Terrapin Asset Management, LLC |
15 |
Jnl Series Trust - Jnl/rafi Fundamental Europe Fund (a) |
15 |
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF |
15 |
BGLBX - BMO FUNDS, INC. - BMO Global Low Volatility Equity Fund Class I |
15 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A |
15 |
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF |
15 |
RCGE - EA Series Trust - RockCreek Global Equality ETF |
15 |
Purkiss Capital Advisors LLC |
15 |
Leigh Baldwin & Co., Llc |
15 |
TCW ETF Trust - TCW Corporate Bond ETF |
15 |
Vega Investment Solutions |
15 |
Texas Bank & Trust Co |
15 |
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class |
15 |
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES |
15 |
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund |
15 |
Strive Asset Management, LLC |
15 |
QTR Family Wealth, LLC |
15 |
Nautilus Advisors LLC |
14 |
Volterra Technologies LP |
14 |
AGH Wealth Advisors, LLC |
14 |
INVN - Alger ETF Trust - Alger Russell Innovation ETF |
14 |
Guardian Partners Inc. |
14 |
Comprehensive Financial Planning, Inc./PA |
14 |
Tableaux Llc |
14 |
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class |
14 |
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES |
14 |
Total Wealth Planning & Management, Inc. |
14 |
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF |
14 |
Regents Gate Capital LLP |
14 |
Nextech Invest, Ltd. |
14 |
Aspetuck Financial Management LLC |
14 |
Fortress Private Ledger, Llc |
14 |
Cornerstone Select Advisors, LLC |
14 |
Argentarii, LLC |
14 |
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class |
14 |
VCNIX - VALIC Co I - Nasdaq-100 Index Fund |
14 |
FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares |
14 |
Elevatus Welath Management |
14 |
Connolly Sarah T. |
14 |
EDENTREE ASSET MANAGEMENT Ltd |
14 |
M. Kraus & Co |
14 |
Lazard Global Total Return & Income Fund Inc |
14 |
Utc North American Fund, Inc. |
14 |
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A |
14 |
Royce Global Value Trust, Inc. |
14 |
Leith Wheeler Investment Counsel Ltd. |
14 |
Cutler Investment Counsel Llc |
14 |
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A |
14 |
Prevail Innovative Wealth Advisors, Llc |
14 |
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity |
14 |
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity |
14 |
RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity |
14 |
LTFAX - COLUMBIA ACORN TRUST - Columbia Acorn Select Class A |
14 |
Nexus Investment Management ULC |
14 |
F&V Capital Management, LLC |
14 |
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF |
14 |
GCRIX - GOLDMAN SACHS TRUST - Goldman Sachs Concentrated Growth Fund Institutional |
14 |
R.m.sincerbeaux Capital Management Llc |
14 |
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class |
14 |
Blackrock 2022 Global Income Opportunity Trust |
14 |
Valiant Capital Management, L.P. |
14 |
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund |
14 |
Axel Capital Management, LLC |
14 |
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund |
14 |
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund |
14 |
Octavia Wealth Advisors, LLC |
14 |
Capital Innovations LLC |
14 |
Think Investments LP |
14 |
Corrigan Financial, Inc. |
14 |
Accretive Wealth Partners, LLC |
14 |
Cohen Investment Advisors LLC |
14 |
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A |
14 |
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A |
14 |
CONIX - LAZARD FUNDS INC - Lazard US Convertibles Portfolio Institutional Shares |
14 |
Summit Financial Strategies, Inc. |
14 |
PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I |
14 |
Drill Craig A |
14 |
Pimco Global Stocksplus & Income Fund |
14 |
Cohen & Steers Global Income Builder, Inc |
14 |
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P |
14 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
14 |
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund |
14 |
Borer Denton & Associates, Inc. |
14 |
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class |
14 |
PIGDX - Federated Adviser Series - Federated International Growth Fund Class C Shares |
14 |
CIISX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Small Cap Fund Institutional Class |
14 |
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF |
14 |
ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class |
14 |
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A |
14 |
Yacktman Asset Management Lp |
14 |
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES |
14 |
Schneider Capital Management Corp |
14 |
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF |
14 |
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF |
14 |
Pimco Strategic Income Fund, Inc |
14 |
Ycg, Llc |
14 |
Oppenheimer Global Opportunities Fund |
14 |
Matterhorn Capital Management, LLC |
14 |
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service |
14 |
Ivy High Income Opportunities Fund |
14 |
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF |
14 |
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund |
14 |
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class |
14 |
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I |
14 |
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A |
14 |
Professional Advisory Services Inc |
14 |
BAFHX - Brown Advisory Funds - Brown Advisory - WMC Strategic European Equity Fund Institutional Shares |
14 |
GCCHX - GMO TRUST - GMO Climate Change Fund Class III |
14 |
Nwi Management Lp |
14 |
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund |
14 |
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A |
14 |
Allegiance Financial Group Advisory Services LLC |
14 |
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF |
14 |
Tybourne Capital Management (hk) Ltd |
14 |
TB Alternative Assets Ltd. |
14 |
HDAVX - JANUS INVESTMENT FUND - Janus Henderson Dividend & Income Builder Fund Class A |
14 |
John W. Brooker & Co., CPAs |
14 |
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares |
14 |
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A |
14 |
Usca All Terrain Fund |
14 |
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class |
14 |
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A |
14 |
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I |
14 |
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund |
14 |
Dover Advisors, Llc |
14 |
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class |
14 |
Greenwich Investment Management, Inc. |
14 |
Morgan Creek Global Equity Long/short Institutional Fund |
14 |
LIVR - EA Series Trust - Intelligent Livermore ETF |
14 |
PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I |
14 |
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I |
14 |
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I |
14 |
BUFOX - BUFFALO FUNDS - Buffalo Emerging Opportunities Fund Investor Class |
14 |
Pacholder High Yield Fund Inc |
14 |
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF |
14 |
Aventail Capital Group, LP |
14 |
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF |
14 |
Pennant Capital Management, LLC |
14 |
Forester Capital Management, LTD |
14 |
IOO - iSHARES TRUST - iShares Global 100 ETF |
14 |
Cincinnati Insurance Co |
14 |
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio |
14 |
Wealth Advisors of Tampa Bay, LLC |
14 |
Wealth Dimensions Group, Ltd. |
14 |
Amcap Fund |
14 |
KXI - iSHARES TRUST - iShares Global Consumer Staples ETF |
14 |
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV |
14 |
Brookfield Public Securities Group LLC |
14 |
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV |
14 |
TSYNX - AMG FUNDS - AMG TimesSquare Global Small Cap Fund Class N |
14 |
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z |
14 |
S. R. Schill & Associates |
14 |
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV |
14 |
Multi-strategy Growth & Income Fund |
14 |
Kahn Brothers Group Inc /de/ |
14 |
One Wealth Management Investment & Advisory Services, LLC |
14 |
First Fiduciary Investment Counsel, Inc. |
14 |
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV |
14 |
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund |
14 |
Ithaka Group Llc |
14 |
Ballast, Inc. |
14 |
Vulcan Value Partners, LLC |
14 |
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class |
14 |
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund |
14 |
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class |
14 |
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class |
14 |
Winslow Asset Management Inc |
14 |
Convergence Financial, LLC |
14 |
HTLF Bank |
14 |
Wynn Capital, LLC |
14 |
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF |
14 |
Oppenheimer Limited-term Bond Fund |
14 |
Jacobsen Capital Management |
14 |
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A |
14 |
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF |
14 |
VELA Funds - VELA Small Cap Fund Class I |
14 |
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF |
14 |
PACIFIC SELECT FUND - Growth Portfolio Class I |
14 |
Skye Global Management LP |
14 |
Barton Investment Management |
14 |
Chessman Wealth Strategies Ria |
14 |
TCG Crossover GP I, LLC |
14 |
Alphinity Investment Management Pty Ltd |
14 |
Nicholson Wealth Management Group, LLC |
14 |
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class |
14 |
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF |
14 |
PIMCO FUNDS - PIMCO Moderate Duration Portfolio |
14 |
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C |
14 |
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class |
14 |
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional |
14 |
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF |
14 |
Draper Asset Management, LLC |
14 |
Navis Wealth Advisors, LLC |
14 |
Alliance Wealth Advisors, LLC |
14 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class |
14 |
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares |
14 |
Lorne Steinberg Wealth Management Inc. |
14 |
Ninepoint Partners LP |
14 |
L1 Capital Global Opportunities Master Fund, Ltd. |
14 |
Optivise Advisory Services LLC |
14 |
Morton Community Bank |
14 |
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF |
14 |
DIVD - EA Series Trust - Altrius Global Dividend ETF |
14 |
Telemus Investment Management, LLC |
14 |
FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio |
14 |
Brophy Wealth Management, LLC |
14 |
Woodburn R Robert Jr |
14 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I |
14 |
Evernest Financial Advisors, LLC |
14 |
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell |
14 |
ERn Financial, LLC |
14 |
Navalign, LLC |
14 |
FEUZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Eurozone AlphaDEX ETF |
14 |
AJU IB Investment Co., Ltd. |
14 |
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC |
14 |
First Bancorp, Inc /ME/ |
14 |
Paladin Wealth, LLC |
14 |
Mosley Wealth Management |
14 |
Virtus Family Office LLC |
14 |
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF |
14 |
Ironvine Capital Partners, LLC |
14 |
Sterling Investment Management, Inc. |
14 |
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class |
14 |
Leonard Rickey Investment Advisors P.L.L.C. |
14 |
Johnson & White Wealth Management, LLC |
14 |
Encompass More Asset Management |
14 |
MBA Advisors LLC |
14 |
Ridgecrest Wealth Partners, Llc |
14 |
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A |
14 |
Pathlight Investors Llc |
14 |
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class |
14 |
Kuhn & Co Investment Counsel |
14 |
RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class |
14 |
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF |
14 |
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H |
14 |
JIRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF |
14 |
Pacific Sun Financial Corp |
14 |
VHYLX - VALIC Co I - High Yield Bond Fund |
14 |
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares |
14 |
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund |
14 |
Johnson Financial Group, LLC |
14 |
Lountzis Asset Management, Llc |
14 |
Armstrong Henry H Associates Inc |
14 |
Trustco Bank Corp N Y |
14 |
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF |
14 |
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF |
14 |
Second Half Financial Partners, LLC |
14 |
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A |
14 |
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A |
14 |
Central Asset Investments & Management Holdings (HK) Ltd |
14 |
waypoint wealth counsel |
14 |
Border to Coast Pensions Partnership Ltd |
14 |
Horst & Graben Wealth Management LLC |
14 |
Napatree Capital Llc |
14 |
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I |
14 |
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans |
14 |
TWEBX - Tweedy, Browne Fund Inc. - Tweedy, Browne Value Fund |
14 |
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) |
14 |
AAEYX - Adviser Managed Trust - Core Fixed Income Fund |
14 |
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2 |
14 |
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF |
14 |
Summit Asset Management, LLC |
14 |
Mirabaud & Cie SA |
14 |
ROCKX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Equity Allocation Fund - Institutional Class Shares |
14 |
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) |
14 |
Heritage Way Advisors, LLC |
14 |
KAIIX - Ultimus Managers Trust - KARNER BLUE ANIMAL IMPACT FUND Institutional Class |
14 |
Round Hill Asset Management |
14 |
TOWER TRUST Co |
14 |
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF |
14 |
PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares |
14 |
SPAX - Tidal ETF Trust - Robinson Alternative Yield Pre-Merger SPAC ETF |
14 |
IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF |
14 |
JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A) |
14 |
Miller Wealth Advisors, Llc |
14 |
Threadgill Financial, Llc |
14 |
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund |
14 |
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
14 |
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class |
14 |
Profunds - Profund Vp Nasdaq-100 |
14 |
Profunds - Profund Vp Europe 30 |
14 |
Profunds - Profund Vp Ultranasdaq-100 |
14 |
Encompass Capital Advisors LLC |
14 |
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF |
14 |
Dumac, Inc. |
14 |
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF |
14 |
Gratus Wealth Advisors, LLC |
14 |
JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares |
14 |
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A |
14 |
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF |
14 |
Sara-Bay Financial |
14 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I |
14 |
Campbell Capital Management Inc |
14 |
Susquehanna Trust & Investment Co |
14 |
AZMIX - Allianz Funds Multi-Strategy Trust - AllianzGI NFJ Emerging Markets Value Fund Institutional Class |
14 |
Paragon Advisors, LLC |
14 |
Massachusetts Wealth Management |
14 |
M.e. Allison & Co., Inc. |
14 |
Grassi Investment Management Llc |
14 |
ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF |
14 |
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF |
14 |
Barber Financial Group, Inc. |
14 |
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I |
14 |
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares |
14 |
OHIO NATIONAL FUND INC - ON Foreign Portfolio |
14 |
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio |
14 |
Interwest Venture Management Co |
14 |
Van Den Berg Management I, Inc |
14 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I |
14 |
Karpas Strategies, Llc |
14 |
AMH Equity Ltd |
14 |
Landmark Bank |
14 |
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A |
14 |
VASCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Small Cap Discovery Fund Class A |
14 |
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I |
14 |
Lee Capital Holdings LLC |
14 |
TINT - PROSHARES TRUST - ProShares Smart Materials ETF ProShares Smart Materials |
14 |
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF |
14 |
Everett Capital Advisors UK LLP |
14 |
Landmark Wealth Management, LLC |
14 |
Aquilo Capital Management, Llc |
14 |
CANNX - Investment Managers Series Trust II - Cannabis Growth Fund Investor Class |
14 |
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF |
14 |
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares |
14 |
CFBNX - COMMERCE FUNDS - The Bond Fund Shares |
14 |
CFGRX - COMMERCE FUNDS - The Growth Fund Shares |
14 |
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I |
14 |
Towerview Llc |
14 |
SRN Advisors, LLC |
14 |
Samsara BioCapital, L.P. |
14 |
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF |
14 |
Dnca Finance |
14 |
OUP Management Co., LLC |
14 |
Energy Opportunities Capital Management, LLC |
14 |
Forefront Wealth Management Inc. |
14 |
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M |
14 |
Monte Financial Group, LLC |
14 |
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A |
14 |
RLVSX - RUSSELL INVESTMENT CO - Tax-Exempt Bond Fund Class S |
14 |
Newday Solutions, Llc |
14 |
Aire Advisors, Llc |
14 |
Park Edge Advisors, LLC |
14 |
Asset Management Group, Inc. |
14 |
Brady Family Wealth, Llc |
14 |
Enhancing Capital LLC |
14 |
Cascade Investment Group, Inc. |
14 |
Sage Capital Management, LLC |
14 |
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares |
14 |
Locust Wood Capital Advisers, LLC |
14 |
MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF |
14 |
Venrock Healthcare Capital Partners Lp |
14 |
Invus Global Management, LLC |
14 |
Horan Capital Management |
14 |
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares |
14 |
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares |
14 |
NFDAX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Sectors Fund Class A Shares |
14 |
Brown Financial Advisors |
14 |
TGSMX - TCW FUNDS INC - TCW Short Term Bond Fund I Class |
14 |
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor |
14 |
GAKAX - ADVISORS SERIES TRUST - Kellner Merger Fund Investor Class |
14 |
Next Level Private LLC |
14 |
Ignis Investment Services Ltd |
14 |
360 Financial, Inc. |
14 |
Life Planning Partners, Inc |
14 |
Heartwood Wealth Advisors LLC |
14 |
Endowment Wealth Management, Inc. |
14 |
S.a.c. Global Investors, Llp |
14 |
Caz Investments Lp |
14 |
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF |
14 |
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K |
14 |
HSIEX - HUSSMAN INVESTMENT TRUST - Hussman Strategic International Fund |
14 |
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF |
14 |
VAUGHAN & Co SECURITIES, INC. |
14 |
PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes |
14 |
Wedgewood Investors Inc /pa/ |
14 |
Strategic Family Wealth Counselors, L.L.C. |
14 |
Philosophy Capital Management LLC |
14 |
Keystone Wealth Services, LLC |
14 |
OWSIX - OLD WESTBURY FUNDS INC - Old Westbury All Cap ESG Fund |
14 |
Avaii Wealth Management, Llc |
14 |
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares |
14 |
H. L. Ormond & Company, LLC |
14 |
CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I |
14 |
AllianzGI Artificial Intelligence & Technology Opportunities Fund |
14 |
Invesco Qqq Trust, Series 1 |
14 |
Mason & Associates Inc |
14 |
Brooklyn FI, LLC |
14 |
Endeavor Private Wealth, Inc. |
14 |
Guerra Pan Advisors, Llc |
14 |
AMJ Financial Wealth Management |
14 |
Dravo Bay Llc |
14 |
Kavi Asset Management, LP |
14 |
Lorem Ipsum Management, LLC |
14 |
Hurlow Wealth Management Group, Inc. |
14 |
TAM Capital Management Inc. |
14 |
BLACKROCK FUNDS - iShares Edge MSCI Min Vol EAFE Index Fund Institutional |
14 |
Crumly & Associates Inc. |
14 |
Barrington Strategic Wealth Management Group LLC |
14 |
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund |
14 |
NCM Capital Management, LLC |
14 |
O'ROURKE & COMPANY, Inc |
14 |
Beddow Capital Management Inc |
14 |
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class |
14 |
HASOX - HARBOR FUNDS - Harbor Small Cap Growth Opportunities Fund Institutional Class |
14 |
Avalon Global Asset Management LLC |
14 |
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares |
14 |
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 |
14 |
JIHRX - JPMORGAN TRUST IV - JPMorgan International Hedged Equity Fund Class R6 |
14 |
Genesis Private Wealth, Llc |
14 |
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A |
14 |
JIJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock International Dynamic Growth Fund Class NAV |
14 |
Solidarilty Wealth, LLC |
14 |
Vivid Financial Management, Inc. |
14 |
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund |
14 |
Trevor Stewart Burton & Jacobsen Inc |
14 |
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF |
14 |
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A |
14 |
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF |
14 |
ITEQ - ETF Managers Trust - BlueStar Israel Technology ETF |
14 |
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF |
14 |
WBIE - Absolute Shares Trust - WBI BullBear Rising Income 3000 ETF |
14 |
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF |
14 |
BSN Capital Partners Ltd |
14 |
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A |
14 |
Harbour Investment Management Llc |
14 |
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares |
14 |
Zweig Advisers Llc |
14 |
Richelieu Gestion PLC |
14 |
Rothschild & Co Wealth Management UK Ltd |
14 |
Mindset Wealth Management, Llc |
14 |
Wesleyan Assurance Society |
14 |
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1 |
14 |
Financial Advisory Group |
14 |
Alta Fundamental Advisers LLC |
14 |
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A |
14 |
Bontempo Ohly Capital Mgmt Llc |
14 |
TROSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Overseas Stock Fund |
14 |
Public Investment Fund |
14 |
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) |
14 |
Compass Financial Advisors Llc |
14 |
Rockwood Wealth Management, LLC |
14 |
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class |
14 |
Western Financial Corporation |
14 |
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares |
14 |
AMG Funds LLC |
14 |
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A |
14 |
Newton One Investments LLC |
14 |
EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF |
14 |
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares |
14 |
P.R. Herzig & Co. Inc. |
14 |
McLean Asset Management Corp |
14 |
Bond & Devick Financial Network, Inc. |
14 |
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ |
14 |
QLD - PROSHARES TRUST - ProShares Ultra QQQ |
14 |
BNY MELLON VARIABLE INVESTMENT FUND - Quality Bond Portfolio - Initial Shares |
14 |
DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund |
14 |
Lincluden Management Ltd |
14 |
Foundation Resource Management Inc |
14 |
Fiduciary Financial Services Of The Southwest Inc /tx |
14 |
Hoertkorn Richard Charles |
14 |
Valtura Capital Partners LLC |
14 |
Himension Fund |
14 |
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares |
14 |
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF |
14 |
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class |
14 |
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A |
14 |
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio |
14 |
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A |
14 |
CTPFX - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND Class F-2 |
14 |
Ctc Llc |
14 |
Efg Capital International Corp. |
14 |
Barings Corporate Investors |
13 |
VCFVX - VALIC Co I - International Value Fund |
13 |
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF |
13 |
Rbo & Co Llc |
13 |
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class |
13 |
Crow Point Global Dividend Plus Fund |
13 |
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class |
13 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A |
13 |
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF |
13 |
One + One Wealth Management, Llc |
13 |
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A |
13 |
Allen Wealth Management, Llc |
13 |
Putnam Fund For Growth & Income |
13 |
QFFOX - Pear Tree Funds - Pear Tree Axiom Emerging Markets World Equity Fund Ordinary Shares |
13 |
Cedrus LLC |
13 |
DFE - WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund N/A |
13 |
BEAM Asset Management, LLC |
13 |
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A |
13 |
Oppenheimer Corporate Bond Fund |
13 |
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A |
13 |
Cooperman Leon G |
13 |
Zega Financial, LLC |
13 |
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc |
13 |
Clarus Ventures, LLC |
13 |
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II |
13 |
Slotnik Capital, LLC |
13 |
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class |
13 |
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I |
13 |
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio |
13 |
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I |
13 |
Inspire Trust Co, N.a. |
13 |
Oxinas Partners Wealth Management LLC |
13 |
QLVE - FlexShares Trust - FlexShares Emerging Markets Quality Low Volatility Index Fund |
13 |
Ksa Capital Management, Llc |
13 |
Aldebaran Capital, Llc |
13 |
Clark Financial Services Group Inc /bd |
13 |
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund |
13 |
CFO4Life, L.P. |
13 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF |
13 |
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A |
13 |
Wynnefield Capital Inc |
13 |
IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A |
13 |
Walkner Condon Financial Advisors LLC |
13 |
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF |
13 |
GVO Asset Management Ltd |
13 |
HPEAX - HIGHLAND FUNDS II - Highland Socially Responsible Equity Fund Class A |
13 |
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y |
13 |
Smith Anglin Financial, LLC |
13 |
James J. Burns & Company, LLC |
13 |
Robshaw & Julian Associates Inc |
13 |
Blankinship & Foster, LLC |
13 |
Timberline Asset Management LLC |
13 |
Titus Wealth Management |
13 |
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class |
13 |
Putnam ETF Trust - Putnam Sustainable Leaders ETF - |
13 |
B&l Asset Management Llc |
13 |
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S |
13 |
Macnealy Hoover Investment Management Inc |
13 |
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF |
13 |
GWM Asset Management Ltd |
13 |
Frost Phillip Md Et Al |
13 |
Pinnacle Wealth Management, LLC |
13 |
Conservest Capital Advisors, Inc. |
13 |
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S |
13 |
Brown Wealth Management, Llc |
13 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 |
13 |
Talisman Wealth Advisors LLC |
13 |
FIISX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Global Equity Fund Class A |
13 |
JGBIX - JANUS INVESTMENT FUND - Janus Henderson Global Bond Fund Class I |
13 |
XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF |
13 |
Incline Global Management LLC |
13 |
Cohen & Co Financial Management, LLC |
13 |
American Alpha Advisors, LLC |
13 |
Del Mar Asset Management, LP |
13 |
Dividend Builder Portfolio |
13 |
NTSE - WisdomTree Trust - WisdomTree Emerging Markets Efficient Core Fund N/A |
13 |
Gerber, Llc |
13 |
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class |
13 |
SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund |
13 |
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I |
13 |
Boardman Bay Capital Management Llc |
13 |
SMRI - EA Series Trust - Bushido Capital US Equity ETF |
13 |
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A |
13 |
MEIAX - MFS SERIES TRUST I - MFS Value Fund A |
13 |
BSJR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 High Yield Corporate Bond ETF |
13 |
BESIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Small Cap Growth Fund Class I |
13 |
Sanders Capital, LLC |
13 |
FMK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mega Cap AlphaDEX Fund |
13 |
ULTRA SERIES FUND - Large Cap Value Fund Class I |
13 |
BGUIX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Discovery Fund Institutional Class |
13 |
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans |
13 |
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares |
13 |
Grand Jean Capital Management Inc |
13 |
Eagle Boston Investment Management Inc |
13 |
LGBT - Procure ETF Trust I - LGBTQ + ESG100 ETF |
13 |
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund |
13 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y |
13 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y |
13 |
Lodestar Private Asset Management Llc |
13 |
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class |
13 |
Promethos Capital, LLC |
13 |
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A |
13 |
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) |
13 |
Bristol Myers Squibb Co |
13 |
Fs Multi-alternative Income Fund |
13 |
Sequent Asset Management, LLC |
13 |
Value Line Centurion Fund Inc - Value Line Centurion Fund Inc |
13 |
BIAIX - Brown Advisory Funds - Brown Advisory Intermediate Income Fund Investor Shares |
13 |
Intrepid Financial Planning Group LLC |
13 |
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C |
13 |
PENN SERIES FUNDS INC - Mid Cap Value Fund |
13 |
PENN SERIES FUNDS INC - Smid Cap Value Fund |
13 |
PENN SERIES FUNDS INC - Mid Cap Growth Fund |
13 |
MGB Wealth Management, LLC |
13 |
Ullmann Financial Group, Inc. |
13 |
XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF |
13 |
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class |
13 |
FTAG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Agriculture ETF |
13 |
First Citizens Financial Corp |
13 |
Carl P. Sherr & Co., LLC |
13 |
FRANKLIN FLOATING RATE MASTER TRUST - Franklin Floating Rate Income Fund Advisor Class |
13 |
JACKSON VARIABLE SERIES TRUST - JNL/Nicholas Convertible Arbitrage Fund (A) |
13 |
Disciplina Capital Management LLC |
13 |
Brighthouse Funds Trust II - MFS Value Portfolio Class A |
13 |
STBFX - SATURNA INVESTMENT TRUST - Sextant Short-Term Bond Fund |
13 |
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund |
13 |
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares |
13 |
Everstar Asset Management, LLC |
13 |
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF |
13 |
GHVIX - GMO TRUST - GMO High Yield Fund Class VI |
13 |
Werlinich Asset Management, LLC |
13 |
Sage Financial Management Group, Inc. |
13 |
Sands Capital Ventures, LLC |
13 |
Gamco Natural Resources, Gold & Income Trust |
13 |
Elyxium Wealth, LLC |
13 |
BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class |
13 |
Gabelli Global Utility & Income Trust |
13 |
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF |
13 |
Putnam ETF Trust - Putnam ESG Ultra Short ETF - |
13 |
International Private Wealth Advisors LLC |
13 |
MML SERIES INVESTMENT FUND - MML Global Fund Class I |
13 |
Boyar Asset Management Inc. |
13 |
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A |
13 |
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund |
13 |
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio |
13 |
Crown Wealth Group, LLC |
13 |
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service |
13 |
Appaloosa Lp |
13 |
ASUAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Sustainability Fund Class A |
13 |
Kirtland Hills Capital Management, Llc |
13 |
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares |
13 |
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF |
13 |
Canoe Financial LP |
13 |
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class |
13 |
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. |
13 |
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares |
13 |
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A |
13 |
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF |
13 |
CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class |
13 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6 |
13 |
Disciplined Growth Investors Inc /mn |
13 |
RNCOX - RiverNorth Funds - RiverNorth Core Opportunity Fund Class R |
13 |
Pt Asset Management, Llc |
13 |
Appaloosa Management Lp |
13 |
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service |
13 |
EURZ - DBX ETF TRUST - Xtrackers Eurozone Equity ETF |
13 |
BigSur Wealth Management LLC |
13 |
Bromfield Sneider Wealth Advisors |
13 |
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M |
13 |
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF |
13 |
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund |
13 |
David J Yvars Group |
13 |
KNO - Investment Managers Series Trust II - AXS Knowledge Leaders ETF |
13 |
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A |
13 |
Cascades Capital Asset Management, LLC |
13 |
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A |
13 |
Insight Folios Inc |
13 |
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A |
13 |
Finer Wealth Management, Inc. |
13 |
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A |
13 |
S.C. Financial Services, Inc. |
13 |
SISLX - SCM Trust - Shelton International Select Equity Fund Investor Class |
13 |
Moon Capital Management, LLC |
13 |
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF |
13 |
Cardinal Capital Management Llc /ct |
13 |
Leeward Financial Partners, LLC |
13 |
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF |
13 |
ROE - EA Series Trust - Astoria US Quality Kings ETF |
13 |
Iams Wealth Management, Llc |
13 |
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund |
13 |
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I |
13 |
Pring Turner Capital Group Inc |
13 |
Bbjs Financial Advisors, Llc |
13 |
Morgan Stanley India Investment Fund, Inc. |
13 |
NHMSX - John Hancock Funds II - Mid Cap Stock Fund Class NAV |
13 |
Peak Financial Management, Inc. |
13 |
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares |
13 |
CFVLX - COMMERCE FUNDS - The Value Fund Shares |
13 |
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A |
13 |
Stenahm Asset Managment Ltd |
13 |
Board of the Pension Protection Fund |
13 |
Tiger Legatus Capital Management, LLC |
13 |
Convector Capital Management, LP |
13 |
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor |
13 |
Yale University |
13 |
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares |
13 |
Bright Futures Wealth Management, LLC. |
13 |
Oppenheimer Global Fund |
13 |
Harrison & Co Wealth Management, LLC |
13 |
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A |
13 |
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares |
13 |
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IA |
13 |
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class |
13 |
Commonwealth Retirement Investments LLC |
13 |
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class |
13 |
PUTNAM FUNDS TRUST - Putnam Multi-Asset Absolute Return Fund Class A |
13 |
Legal Advantage Investments, Inc. |
13 |
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund |
13 |
Holland Capital Management Llc |
13 |
Trilogy Global Advisors Lp |
13 |
Benchmark Financial Wealth Advisors, LLC |
13 |
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) |
13 |
NEIRG Wealth Management, LLC |
13 |
Trust Co of Kansas |
13 |
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV |
13 |
Hall Kathryn A. |
13 |
CMT Capital Markets Trading GmbH |
13 |
Martin & Co Inc /tn/ |
13 |
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV |
13 |
United States Steel & Carnegie Pension Fund |
13 |
MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A |
13 |
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF |
13 |
Greenup Street Wealth Management Llc |
13 |
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A |
13 |
Stillwater Capital Advisors, LLC |
13 |
Abeille Asset Management Sa |
13 |
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A |
13 |
Vienna Asset Management LLC |
13 |
Opko Health, Inc. |
13 |
FGERX - Federated Adviser Series - Federated Hermes Global Equity Fund Class C Shares |
13 |
Heritage Family Offices, LLP |
13 |
ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A |
13 |
TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A |
13 |
Stone Point Wealth LLC |
13 |
ADOAX - NORTHERN LIGHTS FUND TRUST III - ACM Dynamic Opportunity Fund Class A Shares |
13 |
UEPIX - Profunds - Europe 30 Profund Investor Class |
13 |
Foxby Corp. |
13 |
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class |
13 |
Madrona Financial Services, LLC |
13 |
PACIFIC FUNDS SERIES TRUST - PF International Large-Cap Fund CLASS P |
13 |
LaSalle Street Capital Management, LLC |
13 |
Pinnbrook Capital Management Lp |
13 |
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A |
13 |
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class |
13 |
Quaero Capital S.A. |
13 |
Goldstone Financial Group, LLC |
13 |
Indaba Capital Management, L.P. |
13 |
Atlantic Investment Management Inc |
13 |
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I |
13 |
Zazove Convertible Securities Fund Inc |
13 |
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB |
13 |
Beacon Investment Advisors Llc |
13 |
Lbmc Investment Advisors, Llc |
13 |
Wealth Advisors of Iowa, LLC |
13 |
OPTIMAS CAPITAL Ltd |
13 |
SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund |
13 |
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A |
13 |
Culbertson A N & Co Inc |
13 |
Carrera Capital Advisors |
13 |
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A |
13 |
Herbst Group, Llc |
13 |
PBMares Wealth Management LLC |
13 |
NZRO - Strategy Shares - Strategy Shares Halt Climate Change ETF |
13 |
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative |
13 |
MXEEX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Short Duration Bond Fund Institutional Class |
13 |
ECOZ - Listed Funds Trust - TrueShares ESG Active Opportunities ETF |
13 |
Palestra Capital Management LLC |
13 |
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class |
13 |
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I |
13 |
Morris Capital Advisors, LLC |
13 |
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES |
13 |
MIDF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Mid-Cap ETF |
13 |
Lockerman Financial Group, Inc. |
13 |
John Hancock Collateral Trust - John Hancock Collateral Trust |
13 |
TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class |
13 |
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund |
13 |
Leeward Investments, LLC - MA |
13 |
TGFRX - TANAKA FUNDS INC - TANAKA Growth Fund Class R |
13 |
BGAFX - BARON SELECT FUNDS - Baron Global Advantage Fund |
13 |
Elefante Mark B |
13 |
Egerton Capital (UK) LLP |
13 |
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund |
13 |
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund |
13 |
Absher Wealth Management, Llc |
13 |
Blake Schutter Theil Wealth Advisors, LLC |
13 |
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A |
13 |
Intelligent Financial Strategies |
13 |
Pettinga Financial Advisors, LLC |
13 |
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A |
13 |
Global Alpha Capital Management Ltd. |
13 |
Signpost Capital Advisors, LP |
13 |
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class |
13 |
One Charles Private Wealth Services, LLC |
13 |
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares |
13 |
Merlin Capital LLC |
13 |
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 |
13 |
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF |
13 |
JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF |
13 |
Mayfair Advisory Group, LLC |
13 |
VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares |
13 |
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A |
13 |
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A |
13 |
GOIGX - John Hancock Funds III - John Hancock International Growth Fund Class A |
13 |
BLACKROCK EUROFUND - BLACKROCK EUROFUND Investor A |
13 |
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A |
13 |
Sycomore Asset Management |
13 |
Oakwood Capital Management Llc/ca |
13 |
Paragon Private Wealth Management, LLC |
13 |
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class |
13 |
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares |
13 |
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF |
13 |
Holowesko Partners Ltd. |
13 |
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF |
13 |
OIEAX - JPMORGAN TRUST II - JPMorgan International Research Enhanced Equity Fund Class I |
13 |
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 |
13 |
Viawealth, Llc |
13 |
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF |
13 |
SILAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified International Fund Class A |
13 |
EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A |
13 |
Kemper Corp Master Retirement Trust |
13 |
LKEQX - LKCM Funds - LKCM Equity Fund |
13 |
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A |
13 |
Spero-smith Investment Advisers Inc /oh |
13 |
Lodge Hill Capital, LLC |
13 |
Guggenheim Taxable Municipal Managed Duration Trust |
13 |
Purus Wealth Management, LLC |
13 |
Sheets Smith Investment Management |
13 |
DRIPX - MP63 FUND INC - MP63 Fund |
13 |
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF |
13 |
Reik & Co., Llc |
13 |
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class |
13 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class |
13 |
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV |
13 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class |
13 |
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I |
13 |
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF |
13 |
Train Babcock Advisors Llc |
13 |
Martin Capital Partners, LLC |
13 |
VCI Wealth Management LLC |
13 |
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia |
13 |
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares |
13 |
Cowen Financial Products LLC |
13 |
HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF |
13 |
CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A |
13 |
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class |
13 |
AVIIX - American Century Variable Portfolios Inc - Vp International Fund Class I |
13 |
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I |
13 |
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I |
13 |
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional |
13 |
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional |
13 |
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional |
13 |
Compass Capital Management, Inc |
13 |
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A |
13 |
Breithorn Capital Management |
13 |
FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund |
13 |
Kestrel Investment Management Corp |
13 |
MidAtlantic Capital Management, Inc. |
13 |
Flippin Bruce & Porter Inc |
13 |
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV |
13 |
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional |
13 |
Boomfish Wealth Group, LLC |
13 |
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional |
13 |
Stack Financial Management, Inc |
13 |
Domani Wealth, LLC |
13 |
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF |
13 |
BayBridge Capital Group, LLC |
13 |
Keating Investment Counselors Inc |
13 |
Investment Advisory Services Inc /tx /adv |
13 |
Hall Private Wealth Advisors |
13 |
CBSE - Listed Funds Trust - Changebridge Capital Sustainable Equity ETF |
13 |
Brightline Capital Management, Llc |
13 |
CloudAlpha Capital Management Limited/Hong Kong |
13 |
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF |
13 |
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio |
13 |
Gradient Capital Advisors, LLC |
13 |
Amplify ETF Trust - Amplify Natural Resources Dividend Income ETF |
13 |
Grace & White Inc /ny |
13 |
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund |
13 |
Millie Capital Management, Llc |
13 |
Advanced Series Trust - Ast International Value Portfolio |
13 |
National Rural Electric Cooperative Association |
13 |
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class |
13 |
Victory Financial Group, Llc |
13 |
ADVANCED SERIES TRUST - AST ClearBridge Dividend Growth Portfolio |
13 |
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class |
13 |
NUSI - ETF Series Solutions - Nationwide Risk-Managed Income ETF |
13 |
Pembroke Management, LTD |
13 |
Per Stirling Capital Management, LLC. |
13 |
Cincinnati Financial Corp |
13 |
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF |
13 |
Reliant Investment Partners, LLC |
13 |
NFP Retirement, Inc. |
13 |
Chancellor Financial Group WB LP |
13 |
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES |
13 |
Petros Family Wealth, LLC |
13 |
Evelyn Partners Investment Management (Europe) Ltd |
13 |
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES |
13 |
Three Seasons Wealth, LLC |
13 |
Atlas Legacy Advisors, LLC |
13 |
Chung Wu Investment Group, LLC |
13 |
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF |
13 |
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF |
13 |
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class |
13 |
Maridea Wealth Management LLC |
13 |
CHGX - EA Series Trust - Stance Sustainable Beta ETF |
13 |
Westbourne Investments, Inc. |
13 |
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class |
13 |
New Age Alpha Funds Trust - NAA Allocation Fund Class C |
12 |
FT Vest Hedged Equity Income Fund: Series B1 |
12 |
BridgePort Financial Solutions, LLC |
12 |
Uhlmann Price Securities, Llc |
12 |
RD Lewis Holdings, Inc. |
12 |
Bearing Point Capital, Llc |
12 |
PMV Capital Advisers, LLC |
12 |
Cherokee Insurance Co |
12 |
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF |
12 |
Aspire Growth Partners LLC |
12 |
DJE Kapital AG |
12 |
FT Vest Total Return Income Fund: Series A4 |
12 |
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF |
12 |
Cloud Capital Management, LLC |
12 |
Potomac Fund Management Inc /adv |
12 |
Burling Wealth Partners, Llc |
12 |
FT Vest Hedged Equity Income Fund: Series A3 |
12 |
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES |
12 |
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class |
12 |
FT Vest Total Return Income Fund: Series A3 |
12 |
FT Vest Total Return Income Fund: Series B1 |
12 |
Meriwether Wealth & Planning, LLC |
12 |
Compass Capital Corp /ma/ /adv |
12 |
FT Vest Hedged Equity Income Fund: Series A4 |
12 |
Prudent Man Investment Management, Inc. |
12 |
DecisionMap Wealth Management, LLC |
12 |
LOM Asset Management Ltd |
12 |
Value Partners Investments Inc. |
12 |
Dalton Investments LLC |
12 |
Pcm Fund, Inc. |
12 |
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class |
12 |
Harvest Capital Management Inc |
12 |
Chubb Corp |
12 |
Innova Wealth Partners |
12 |
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A |
12 |
DSTX - ETF Series Solutions - Distillate International Fundamental Stability & Value ETF |
12 |
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF |
12 |
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF |
12 |
Silvia Mccoll Wealth Management, Llc |
12 |
IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O |
12 |
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A |
12 |
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio |
12 |
Progeny 3, Inc. |
12 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class |
12 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C |
12 |
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III |
12 |
Security Financial Services, INC. |
12 |
Silver Capital Management Llc |
12 |
DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A |
12 |
VALUX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Investor Class |
12 |
South Shore Capital Advisors |
12 |
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C |
12 |
EZU - iShares, Inc. - iShares MSCI Eurozone ETF |
12 |
Gryphon International Investment CORP |
12 |
Highland Global Allocation Fund |
12 |
FSKLX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Low Volatility Index Fund |
12 |
Fortress Wealth Group, LLC |
12 |
Wood Asset Management Inc |
12 |
ATLANTIC INVESTMENT Co |
12 |
Bullseye Asset Management LLC |
12 |
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y |
12 |
White Pine Investment CO |
12 |
Saddle Road Partners, LLC |
12 |
FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund |
12 |
Ml & R Wealth Management Llc |
12 |
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A |
12 |
BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares |
12 |
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV |
12 |
HSCIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON U.S. SMALL CAP FUND INSTITUTIONAL CLASS SHARES |
12 |
HSBC FUNDS - HSBC High Yield Fund Class A |
12 |
Zimmermann Investment Management & Planning Llc |
12 |
Nikulski Financial, Inc. |
12 |
Glass Wealth Management Co LLC |
12 |
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1 |
12 |
HSBC FUNDS - HSBC Strategic Income Fund Class A |
12 |
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES |
12 |
Lord Abbett Credit Opportunities Fund |
12 |
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV |
12 |
Girard Securities, Inc. |
12 |
Sutton Place Investors Llc |
12 |
Gendell Jeffrey L |
12 |
Tower Square Investment Management, Llc |
12 |
Petredis Investment Advisors Llc |
12 |
JTQAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG International Equity Fund Class A |
12 |
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A |
12 |
Exeter Financial, LLC |
12 |
Disciplined Equity Management, Inc. |
12 |
SMART Wealth LLC |
12 |
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares |
12 |
Fairvoy Private Wealth, LLC |
12 |
MSJSX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Endurance Portfolio Class IS |
12 |
Traverso Chambers Private Wealth Management, LLC |
12 |
Seed Wealth Management, Inc. |
12 |
Argent Wealth Management LLC |
12 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I |
12 |
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I |
12 |
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A |
12 |
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A |
12 |
Absoluto Partners Gestao de Recursos Ltda |
12 |
FRFEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Floating Rate II Fund Institutional Class |
12 |
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A |
12 |
Cross Staff Investments Inc |
12 |
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class |
12 |
Oppenheimer Equity Income Fund |
12 |
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB |
12 |
Templeton Global Opportunities Trust |
12 |
ROSOX - FINANCIAL INVESTORS TRUST - RONDURE OVERSEAS FUND Investor Class |
12 |
Cinque Partners Llc |
12 |
Goepper Burkhardt LLC |
12 |
Ivy Variable Insurance Portfolios - Ivy VIP Natural Resources Class II |
12 |
ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class |
12 |
Independent Wealth Network Inc. |
12 |
Jackson Thornton Asset Management, Llc |
12 |
Tax-managed Global Small-cap Portfolio |
12 |
FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES |
12 |
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative |
12 |
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF |
12 |
G2 Investment Partners Management LLC |
12 |
BMS Financial Advisors, LLC |
12 |
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF |
12 |
FT Vest Hedged Equity Income Fund: Series A2 |
12 |
Polaris Venture Partners V, L.P. |
12 |
Levy Wealth Management Group, LLC |
12 |
Oppenheimer Global High Yield Fund |
12 |
AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A |
12 |
Royal Harbor Partners, LLC |
12 |
626 Financial, LLC |
12 |
Vector Wealth Management, Llc |
12 |
EMCIX - Ashmore Funds - Ashmore Emerging Markets Corporate Income Fund INSTITUTIONAL CLASS SHARES |
12 |
Versus Capital Real Assets Fund Llc |
12 |
Vanguard Chester Funds |
12 |
EPIQ Capital Group, LLC |
12 |
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative |
12 |
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB |
12 |
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II |
12 |
Black Diamond Financial, LLC |
12 |
JHGEX - John Hancock Funds II - Global Equity Fund Class A |
12 |
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF |
12 |
Marathon Asset Mgmt Ltd |
12 |
INVNX - Ultimus Managers Trust - EVOLUTIONARY TREE INNOVATORS FUND |
12 |
TCMIX - AMG FUNDS - AMG TimesSquare International Small Cap Fund Class Z |
12 |
Soundwatch Capital LLC |
12 |
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class |
12 |
LMG Wealth Partners, LLC |
12 |
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares |
12 |
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares |
12 |
Epstein & White Financial LLC |
12 |
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N |
12 |
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund |
12 |
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class |
12 |
Paragon Associates & Paragon Associates Ii Joint Venture |
12 |
Atlas Venture Fund X, L.P. |
12 |
Red Cedar Investment Management, Llc |
12 |
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF |
12 |
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
12 |
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A |
12 |
Security Benefit Life Insurance Co /ks/ |
12 |
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H |
12 |
Financial & Investment Management Group Ltd |
12 |
New Enterprise Associates 14, L.P. |
12 |
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund |
12 |
Arbor Trust Wealth Advisors, Llc |
12 |
Lilley & Co |
12 |
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional |
12 |
Bridgewater Wealth & Financial Management, LLC |
12 |
Berkshire Money Management, Inc. |
12 |
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3 |
12 |
Lathrop Investment Management Corp |
12 |
KWB Wealth |
12 |
Platte River Wealth Advisors, LLC |
12 |
Gai Agility Income Fund |
12 |
BSCAX - BRANDES INVESTMENT TRUST - Brandes Small Cap Value Fund Class A |
12 |
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A |
12 |
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A |
12 |
Siphron Capital Management /ca/ |
12 |
PACIFIC FUNDS SERIES TRUST - PF Growth Fund CLASS P |
12 |
Suncoast Equity Management |
12 |
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF |
12 |
Smith Thornton Advisors LLC |
12 |
Financial Advisors, LLC |
12 |
Sanford Advisory Services, LLC |
12 |
Davis-rea Ltd. |
12 |
Boussard & Gavaudan Asset Management LP |
12 |
OMNI 360 Wealth, Inc. |
12 |
Saybrook Capital /nc |
12 |
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L |
12 |
Steadfast Advisors Lp |
12 |
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional |
12 |
Thornburg Income Builder Opportunities Trust |
12 |
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C |
12 |
Ariose Capital Management Ltd |
12 |
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A |
12 |
PGVFX - FORUM FUNDS - Polaris Global Value Fund |
12 |
Arcataur Capital Management LLC |
12 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) |
12 |
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares |
12 |
Allegiant Private Advisors, LLC |
12 |
Vivo Opportunity, LLC |
12 |
Realm Partners LLC |
12 |
Bcm Advisors, Llc |
12 |
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C |
12 |
Meru Capital Group, LP |
12 |
Hamlin Capital Management, LLC |
12 |
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R |
12 |
Kingsbury Capital Investment Advisors LLC |
12 |
ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF |
12 |
Pacific Heights Asset Management Llc |
12 |
Goldentree Asset Management Lp |
12 |
PFVIX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Value Class S |
12 |
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares |
12 |
PFLAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Class A |
12 |
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund |
12 |
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A |
12 |
Vivo Opportunity Fund Holdings, L.P. |
12 |
Stone Ridge Trust Iii |
12 |
DDDAX - Northern Lights Fund Trust - 13D Activist Fund Class A |
12 |
Growth Portfolio |
12 |
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV |
12 |
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio |
12 |
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF |
12 |
PWJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison International Opportunities Fund Class A |
12 |
SCGFX - Managed Portfolio Series - Friess Small Cap Growth Fund Institutional Class |
12 |
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares |
12 |
EisnerAmper Wealth Management Corporate Benefits, LLC |
12 |
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A |
12 |
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund |
12 |
LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF |
12 |
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares |
12 |
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 |
12 |
Minneapolis Portfolio Management Group, LLC |
12 |
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A |
12 |
Montgomery Investment Management Inc |
12 |
Hutchens & Kramer Investment Management Group, LLC |
12 |
DYLS - WisdomTree Trust - WisdomTree Dynamic Long/Short U.S. Equity Fund N/A |
12 |
PCG Wealth Advisors, LLC |
12 |
American Financial Advisors, LLC |
12 |
JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I |
12 |
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF |
12 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class |
12 |
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A |
12 |
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class |
12 |
DIVL - Madison ETFs Trust - Madison Dividend Value ETF |
12 |
TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I |
12 |
JOBIX - JOHCM Funds Trust - JOHCM Global Income Builder Institutional Shares |
12 |
ASPY - ASYMmetric ETFs Trust - ASYMshares ASYMmetric 500 ETF |
12 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class |
12 |
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF |
12 |
Crescent Sterling, Ltd. |
12 |
ASUIX - FundVantage Trust - Arabesque Systematic USA Fund Institutional Class |
12 |
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A |
12 |
Fidelity D & D Bancorp Inc |
12 |
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A |
12 |
Red Wave Investments LLC |
12 |
Pacific Wealth Strategies Group, Inc. |
12 |
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class |
12 |
LGROW - First Investors Life Series Funds - First Investors Life Series Growth & Income Fund |
12 |
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF |
12 |
Silverberg Bernstein Capital Management LLC |
12 |
TRANSAMERICA SERIES TRUST - Transamerica PineBridge Inflation Opportunities VP Initial |
12 |
Compton Wealth Advisory Group, LLC |
12 |
Tremblant Capital Group |
12 |
TBGVX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund |
12 |
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A |
12 |
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF |
12 |
Odey Holdings AG |
12 |
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A |
12 |
RBNAX - Investment Managers Series Trust - Robinson Opportunistic Income Fund Class A Shares |
12 |
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A |
12 |
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A |
12 |
Anomaly Capital Management, LP |
12 |
JAOSX - JANUS INVESTMENT FUND - Janus Henderson Overseas Fund Class T |
12 |
Syntegra Private Wealth Group, LLC |
12 |
Fund Evaluation Group, LLC |
12 |
Alken Asset Management Ltd. |
12 |
PSY - ETF Series Solutions - Defiance Next Gen Altered Experience ETF |
12 |
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A |
12 |
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A |
12 |
Nuveen Preferred & Income Opportunities Fund |
12 |
One Day In July LLC |
12 |
WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class |
12 |
TBCUX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund Ii - Currency Unhedged |
12 |
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF |
12 |
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C |
12 |
MDIVX - BMO FUNDS, INC. - BMO Dividend Income Fund Class I |
12 |
Riverloft Capital Management L.P. |
12 |
Spectrum Financial Alliance Ltd LLC |
12 |
Hosking Partners LLP |
12 |
Williamson Legacy Group, LLC |
12 |
Greenwoods Asset Management Hong Kong Ltd. |
12 |
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF |
12 |
FXTAX - Northern Lights Fund Trust - PSI Tactical Growth Fund Class A Shares |
12 |
Hudson Portfolio Management LLC |
12 |
Eachwin Capital, Lp |
12 |
V2 Capital, LLC |
12 |
Khp Capital, Llc |
12 |
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares |
12 |
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class |
12 |
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund |
12 |
Select Asset Management & Trust |
12 |
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A |
12 |
Mcintyre Freedman & Flynn Investment Advisers Inc |
12 |
Numina Capital Management, LLC |
12 |
Ascendant Capital Management, LLC |
12 |
SGL Investment Advisors, Inc. |
12 |
HEDJ - WisdomTree Trust - WisdomTree Europe Hedged Equity Fund N/A |
12 |
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund |
12 |
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I) |
12 |
CAREX - DOMINI INVESTMENT TRUST - Domini Sustainable Solutions Fund Investor Shares |
12 |
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares |
12 |
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A |
12 |
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class |
12 |
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 |
12 |
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 |
12 |
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1 |
12 |
HF Advisory Group, LLC |
12 |
Motive Wealth Advisors |
12 |
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A |
12 |
GOFIX - GMO TRUST - GMO Resources Fund Class III |
12 |
Ken Stern & Associates, Inc. |
12 |
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A |
12 |
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class |
12 |
Stillwater Investment Management, LLC |
12 |
PSH - PGIM ETF TRUST - PGIM Short Duration HIgh Yield ETF |
12 |
Precedent Wealth Partners, Llc |
12 |
ECML - EA Series Trust - Euclidean Fundamental Value ETF |
12 |
Yong Rong (HK) Asset Management Ltd |
12 |
GSMTX - GOLDMAN SACHS TRUST - Goldman Sachs Dynamic Municipal Income Fund Institutional |
12 |
Guardian Variable Products Trust - Guardian Equity Income VIP Fund |
12 |
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF |
12 |
Exchange Bank |
12 |
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund |
12 |
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 |
12 |
Baltimore Capital Management, Inc |
12 |
Eldridge Investment Advisors, Inc. |
12 |
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I |
12 |
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service |
12 |
MINDX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS INDIA FUND Investor Class Shares |
12 |
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares |
12 |
KEMPER Corp |
12 |
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF |
12 |
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A) |
12 |
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A |
12 |
MWA Asset Management |
12 |
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class |
12 |
Alta Partners VIII, L.P. |
12 |
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A |
12 |
Evolutionary Tree Capital Management, LLC |
12 |
Jlb & Associates Inc |
12 |
Unified Trust Company, N.A. |
12 |
Wolf Hill Capital Management, LP |
12 |
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class |
12 |
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF |
12 |
Elwood & Goetz Wealth Advisory Group, LLC |
12 |
Planning Directions Inc |
12 |
FGINX - First Investors Equity Funds - First Investors Growth & Income Fund Class A |
12 |
Strategies Wealth Advisors, LLC |
12 |
Amgen Inc |
12 |
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class |
12 |
Concentric Wealth Management, Llc |
12 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 |
12 |
HAGOX - Hartford Hls Series Fund Ii Inc - Hartford Growth Opportunities Hls Fund Ia |
12 |
Greenwoods Asset Management Ltd |
12 |
Eagle Wealth Strategies Llc |
12 |
Thompson Rubinstein Investment Management Inc /or/ |
12 |
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF |
12 |
Covey Capital Advisors, LLC |
12 |
Garland Capital Management Inc |
12 |
MPIEX - Gallery Trust - MONDRIAN INTERNATIONAL VALUE EQUITY FUND |
12 |
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A |
12 |
Garnet Equity Capital Holdings, Inc. |
12 |
Raelipskie Partnership |
12 |
J2 Capital Management Inc |
12 |
Cora Capital Advisors Llc |
12 |
Leonard Capital Management, Inc |
12 |
New Vernon Investment Management Llc |
12 |
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF |
12 |
CXI Advisors |
12 |
Thematics Asset Management |
12 |
Long Run Wealth Advisors, LLC |
12 |
BIADX - Brown Advisory Funds - Brown Advisory Equity Income Fund Investor Shares |
12 |
Kapstone Financial Advisors LLC |
12 |
1858 Wealth Management, Llc |
12 |
Sculati Wealth Management, LLC |
12 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I |
12 |
Mendel Capital Management LLC |
12 |
FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF |
12 |
Old North State Wealth Management, LLC |
12 |
United Maritime Capital Llc |
12 |
PRJPX - T. Rowe Price International Funds, Inc. - T. Rowe Price Japan Fund |
12 |
Echo45 Advisors LLC |
12 |
GETCO Holding Company, LLC |
12 |
RQSI Ltd |
12 |
APOIX - American Century Investment Trust - Short Duration Inflation Protection Bond Fund Investor Class |
12 |
Maltin Wealth Management, Inc. |
12 |
Blackrock Enhanced International Dividend Trust |
12 |
NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares |
12 |
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares |
12 |
Clear Street Derivatives LLC |
12 |
Western Asset Variable Rate Strategic Fund Inc. |
12 |
Arrow Investment Advisors, LLC |
12 |
FEDERATED CORE TRUST - Emerging Markets Core Fund |
12 |
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund |
12 |
Bracebridge Capital, LLC |
12 |
AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2 |
12 |
Bay Rivers Group |
12 |
Strait & Sound Wealth Management LLC |
12 |
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares |
12 |
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S |
12 |
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A |
12 |
Maxi Investments CY Ltd |
12 |
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V |
12 |
Sunnymeath Asset Management, Inc. |
12 |
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF |
12 |
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares |
12 |
Promethium Advisors,llc |
12 |
Guinness Asset Management LTD |
12 |
Sasco Capital Inc / Ct/ |
12 |
Thomas Story & Son Llc |
12 |
Strid Group, LLC |
12 |
Timelo Investment Management Inc. |
12 |
PACIFIC SELECT FUND - International Growth Portfolio Class P |
12 |
JPEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Europe Equity ETF |
12 |
Corbett Road Capital Management, Llc |
12 |
Roberts Capital Advisors, LLC |
12 |
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I |
12 |
FLCH - Franklin Templeton ETF Trust - Franklin FTSE China ETF |
12 |
DFCIX - Delaware Group Equity Funds Iv - Delaware Smid Cap Growth Fund Class A |
12 |
Columbia Pacific Advisors, LLC |
12 |
Goodwin Daniel L |
12 |
Investment Counsel Inc. |
12 |
Adams Chetwood Wealth Management LLC |
12 |
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A |
12 |
Madison Wealth Management |
12 |
BSMC - 2023 ETF Series Trust - Brandes U.S. Small-Mid Cap Value ETF |
12 |
XHE - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Equipment ETF |
12 |
Acadia Trust Na |
12 |
NMBAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Intermediate Duration Municipal Bond Fund - Class A |
12 |
MKP Capital Management, L.L.C. |
12 |
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF |
12 |
United Income, Inc. |
12 |
JPL Wealth Management, LLC |
12 |
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF |
12 |
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares |
12 |
Divergent Planning, LLC |
12 |
Neumann Capital Management, LLC |
12 |
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF |
12 |
ICHCX - ICON FUNDS - ICON Healthcare Fund Class S |
12 |
RHJMX - Advisors' Inner Circle Fund - Rice Hall James Small Cap Portfolio Institutional Class Shares |
12 |
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load |
12 |
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares |
12 |
DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A |
12 |
Principled Equity Market Fund |
12 |
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity |
12 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6 |
12 |
Riversedge Advisors, Llc |
12 |
Motiv8 Investments LLC |
12 |
FARNX - FIDELITY CONCORD STREET TRUST - Fidelity Event Driven Opportunities Fund |
12 |
Anandar Capital Management LP |
12 |
Icapital Wealth Llc |
12 |
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF |
12 |
ARABX - Aristotle Funds Series Trust - Aristotle Small Cap Equity Fund II Class A |
12 |
FT Vest Total Return Income Fund: Series A2 |
12 |
Newland Capital Management, Llc |
12 |
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A |
12 |
StrategIQ Financial Group, LLC |
12 |
Murphy, Middleton, Hinkle & Parker, Inc. |
11 |
Hillman Capital Management, Inc. |
11 |
Guardian Variable Products Trust - Guardian International Growth VIP Fund |
11 |
Kieckhefer Group Llc |
11 |
Stewardship Financial Advisors, LLC |
11 |
Friedberg Investment Management |
11 |
New Age Alpha Trust - AVDR US LargeCap ESG ETF |
11 |
FIUTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Equity Income Fund Class A |
11 |
Auto-Owners Insurance Co |
11 |
Pacific Grove Capital LP |
11 |
Prairie Sky Financial Group LLC |
11 |
Morton Capital Management LLC/CA |
11 |
Kylin Management LLC |
11 |
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares |
11 |
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class |
11 |
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N |
11 |
Independent Franchise Partners LLP |
11 |
TWIEX - American Century World Mutual Funds Inc - International Growth Fund Investor Class |
11 |
PACEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Corporate Bond Fund -Advisor Class |
11 |
CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES |
11 |
Nuveen Credit Opportunities 2022 Target Term Fund |
11 |
Resolute Wealth Strategies, LLC |
11 |
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class |
11 |
Claar Advisors LLC |
11 |
Price Jennifer C. |
11 |
Amplify ETF Trust - Amplify Thematic All-Stars ETF |
11 |
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF |
11 |
SAFFX - Capitol Series Trust - Hedeker Strategic Appreciation Fund Institutional Shares |
11 |
Flood Gamble Associates Inc |
11 |
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares |
11 |
Tricadia Capital Management, LLC |
11 |
MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class |
11 |
Arrowroot Family Office, LLC |
11 |
Trustees of Princeton University |
11 |
Drake & Associates, LLC |
11 |
SHDIX - AMERICAN BEACON FUNDS - American Beacon Shapiro SMID Cap Equity Fund Institutional Class |
11 |
MFS VARIABLE INSURANCE TRUST II - MFS International Growth Portfolio Initial Class |
11 |
Hampstead Capital LLP |
11 |
Roberts Wealth Advisors, LLC |
11 |
Constitution Capital LLC |
11 |
Armor Advisors, L.l.c. |
11 |
Veritas Investment Management (UK) Ltd |
11 |
Hixon Zuercher, LLC |
11 |
Shelter Ins Profit Sharing |
11 |
Canandaigua National Trust Co of Florida |
11 |
MATFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA INNOVATORS FUND Investor Class Shares |
11 |
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I |
11 |
Aurora Investment Managers, LLC. |
11 |
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares |
11 |
Centurion Wealth Management LLC |
11 |
Freshford Capital Management, LLC |
11 |
European Equity Fund, Inc / Md |
11 |
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A |
11 |
BGETX - BAILLIE GIFFORD FUNDS - Baillie Gifford EAFE Fund Class 2 |
11 |
SHXIX - AMERICAN BEACON FUNDS - American Beacon Shapiro Equity Opportunities Fund Institutional Class |
11 |
Ionic Ventures, LLC |
11 |
Mason & Associates, LLC |
11 |
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A |
11 |
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP |
11 |
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A |
11 |
Intermede Investment Partners Ltd |
11 |
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A |
11 |
American Institute for Advanced Investment Management, LLP |
11 |
Talbot Financial, LLC |
11 |
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF |
11 |
Iat Reinsurance Co Ltd. |
11 |
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M |
11 |
First Trust Enhanced Equity Income Fund |
11 |
De Lisle Partners LLP |
11 |
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A |
11 |
Fintrust Investment Advisory Services, Llc |
11 |
Rockport Wealth LLC |
11 |
North Ridge Wealth Advisors, Inc. |
11 |
Oppenheimer Main Street Mid Cap Fund |
11 |
SCIJ - Global X Funds - Global X Scientific Beta Japan ETF |
11 |
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A |
11 |
LEQINC - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Equity Income Fund FIRST INVESTORS LIFE SERIES EQUITY INCOME FUND |
11 |
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income |
11 |
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional |
11 |
HFOAX - JANUS INVESTMENT FUND - Janus Henderson International Opportunities Fund Class A |
11 |
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio |
11 |
Vantage Financial Partners, LLC |
11 |
PAJBX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Total Return Bond Fund Class R6 |
11 |
Heritage Oak Wealth Advisors Llc |
11 |
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF |
11 |
New Mountain Vantage Advisers, L.l.c. |
11 |
Kcg Americas Llc |
11 |
Cushing Renaissance Fund |
11 |
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF |
11 |
Lowell Blake & Associates Inc. |
11 |
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares |
11 |
Cyrus Capital Partners, L.p. |
11 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class |
11 |
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund |
11 |
BERIX - Chartwell Funds - Berwyn Income Fund |
11 |
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A |
11 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 |
11 |
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares |
11 |
Advanced Series Trust - Ast T. Rowe Price Large-cap Value Portfolio |
11 |
IMPACTfolio, LLC |
11 |
Weatherbie Capital, Llc |
11 |
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares |
11 |
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class |
11 |
Foresite Capital Management I, LLC |
11 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6 |
11 |
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class |
11 |
DEFN - Emles Trust - Emles Protective Allocation ETF |
11 |
SGNLX - Advisors' Inner Circle Fund III - SGA INTERNATIONAL EQUITY FUND Investor Shares |
11 |
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth II VP Initial |
11 |
FIUTX - FIRST INVESTORS EQUITY FUNDS - First Investors Equity Income Fund CLASS A |
11 |
HIAVX - Hartford Series Fund Inc - Hartford Value Hls Fund Ia |
11 |
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial |
11 |
Robertson Stephens Advisors Llc |
11 |
Oppenheimer Capital Appreciation Fund |
11 |
Epic Trust Investment Advisors, LLC |
11 |
Opinicus Capital, Inc. |
11 |
CBTG - Listed Funds Trust - Cabot Growth ETF |
11 |
Arrow Investments Trust - Arrow DWA Country Rotation ETF |
11 |
Lattice Capital Management, LLC |
11 |
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES |
11 |
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares |
11 |
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A |
11 |
Deschaine & Company, Llc |
11 |
Opes Wealth Management LLC |
11 |
Eagle Capital Management, LLC |
11 |
Fortune Financial Advisors, LLC |
11 |
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class |
11 |
Shannon River Fund Management LLC |
11 |
Junson Asset Management (Hong Kong) Ltd |
11 |
BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares |
11 |
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia |
11 |
Helen Stephens Group, LLC |
11 |
Consilium Wealth Advisory, LLC |
11 |
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares |
11 |
Bickling Financial Services, Inc. |
11 |
TCW ETF Trust - TCW Flexible Income ETF |
11 |
ICOW - Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF |
11 |
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A |
11 |
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES |
11 |
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares |
11 |
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A |
11 |
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund |
11 |
CNUSX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group International Equity Fund Share class |
11 |
JAIGX - JANUS ASPEN SERIES - Janus Henderson Overseas Portfolio Service Shares |
11 |
PBW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco WilderHill Clean Energy ETF |
11 |
PGJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Golden Dragon China ETF |
11 |
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A |
11 |
EWJV - iSHARES TRUST - iShares MSCI Japan Value ETF |
11 |
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I |
11 |
Darrell & King Llc |
11 |
SPCX - Collaborative Investment Series Trust - The SPAC and New Issue ETF |
11 |
Allied Investment Advisors, LLC |
11 |
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares |
11 |
Landmark Financial Advisors, LLC |
11 |
SP Asset Management |
11 |
Leonetti & Associates, LLC |
11 |
FS Global Credit Opportunities Fund |
11 |
MDE Group |
11 |
Align Wealth Management, LLC |
11 |
SCID - Global X Funds - Global X Scientific Beta Europe ETF |
11 |
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund |
11 |
MIGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Advantage Portfolio Class I |
11 |
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A |
11 |
THBIX - ADVISORS' INNER CIRCLE FUND - THB Asset Management MicroCap Fund Institutional Class Shares |
11 |
Sentinel Group Funds Inc |
11 |
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A |
11 |
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class |
11 |
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I |
11 |
Summit Wealth Partners, LLC |
11 |
Bank Of Edwardsville |
11 |
VGDAX - Voya MUTUAL FUNDS - Voya Global Corporate Leaders 100(R) Fund Class A |
11 |
Elser Financial Planning, Inc |
11 |
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund |
11 |
Clifford Capital Partners Llc |
11 |
Vista Capital Partners, Inc. |
11 |
BHK Investment Advisors, LLC |
11 |
Klaas Financial Asset Advisors, LLC |
11 |
PGWAX - ALLIANZ FUNDS - AllianzGI Focused Growth Fund A |
11 |
RGLIX - ALLIANZ FUNDS - AllianzGI Global Natural Resources Fund Institutional |
11 |
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF |
11 |
Parplus Partners |
11 |
NWHZX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Small Cap Growth Fund Class A |
11 |
IAFMX - M3Sixty Funds Trust - F/m Investments Large Cap Focused Fund Investor Class Shares |
11 |
Arbor Capital Management Inc /adv |
11 |
Leverty Financial Group, LLC |
11 |
Madison Covered Call & Equity Strategy Fund |
11 |
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A |
11 |
RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF |
11 |
Tyrian Investments, L.P. |
11 |
Sls Management Llc |
11 |
Avenue 1 Advisors, LLC |
11 |
CPG Cooper Square International Equity, LLC |
11 |
PIUIX - Federated Adviser Series - Federated International Equity Fund Institutional Shares |
11 |
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional |
11 |
Scepter Holdings, Inc. |
11 |
VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares |
11 |
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF |
11 |
IMNAX - TRANSAMERICA FUNDS - Transamerica Global Equity A |
11 |
QUAGX - QUAKER INVESTMENT TRUST - Quaker Impact Growth Fund Advisor Class |
11 |
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A |
11 |
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard |
11 |
Tetrem Capital Management Ltd. |
11 |
Generate Investment Management Ltd |
11 |
DELAWARE VIP TRUST - Delaware VIP Special Situations Series Standard |
11 |
Taddei, Ludwig & Associates, Inc. |
11 |
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A |
11 |
Flynn Zito Capital Management, Llc |
11 |
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A |
11 |
MCSCX - 360 Funds - M3Sixty Small Cap Growth Fund Institutional Class Shares |
11 |
Seaport Global Asset Management Llc |
11 |
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A |
11 |
Veritas Asset Management LLP |
11 |
ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS |
11 |
Kerusso Capital Management LLC |
11 |
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class |
11 |
TCG Crossover GP II, LLC |
11 |
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A |
11 |
NewFocus Financial Group, LLC |
11 |
GLLAX - Aberdeen Funds - Aberdeen Global Equity Fund Class A |
11 |
BTG Pactual Asset Management US LLC |
11 |
Alecta Pensionsforsakring, Omsesidigt |
11 |
Karani Asset Management LLC |
11 |
Maripau Wealth Management Llc |
11 |
Meridian Financial, LLC |
11 |
Cairn Investment Group, Inc. |
11 |
Mosaic Advisors LLC |
11 |
Capital Investment Counsel, LLC |
11 |
Daniel Devine & Co |
11 |
DHQAX - MUTUAL FUND SERIES TRUST - Day Hagan Logix Tactical Dividend Fund Class A |
11 |
Bay Street Capital Partners Llc |
11 |
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard |
11 |
Horizon Family Wealth, Inc. |
11 |
FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class |
11 |
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A |
11 |
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A |
11 |
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional |
11 |
FOURPOINTS Investment Managers, S.A.S. |
11 |
Woodford Investment Management LLP |
11 |
Eschler Asset Management LLP |
11 |
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF |
11 |
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A |
11 |
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I |
11 |
PRMDX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price Maryland Short-Term Tax-Free Bond Fund |
11 |
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class |
11 |
Rayner & Haynor |
11 |
ADVANCED SERIES TRUST - AST MFS Large-Cap Value Portfolio |
11 |
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional |
11 |
National Mutual Insurance Federation of Agricultural Cooperatives |
11 |
Capital Management Associates, Inc |
11 |
Sr One Capital Management, Lp |
11 |
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF |
11 |
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF |
11 |
Meridian Financial Partners LLC |
11 |
India Fund Inc |
11 |
Lanham O'Dell & Company, Inc. |
11 |
Stonehearth Capital Management, LLC |
11 |
TigerShark Management, LLC |
11 |
PSL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Staples Momentum ETF |
11 |
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares |
11 |
Miller Investment Management, LP |
11 |
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class |
11 |
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I |
11 |
Tatro Capital, LLC |
11 |
Legacy Wealth Partners, Inc. |
11 |
Riversville Capital, Inc. |
11 |
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class |
11 |
Europacific Growth Fund |
11 |
TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF |
11 |
Alley Investment Management Company, LLC |
11 |
Broadleaf Partners, LLC |
11 |
Divisadero Street Capital Management, LP |
11 |
Triad Financial Advisors, Inc. |
11 |
Insight Inv LLC |
11 |
Powers Advisory Group, LLC |
11 |
Afton Capital Management Llc |
11 |
Foresite Capital Fund III, L.P. |
11 |
Bluesphere Advisors, LLC |
11 |
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD |
11 |
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund |
11 |
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF |
11 |
BIGFX - BARON SELECT FUNDS - Baron International Growth Fund |
11 |
20/20 Capital Management, Inc. |
11 |
Oppenheimer Rising Dividends Fund |
11 |
ADVANCED SERIES TRUST - AST Jennison Large-Cap Growth Portfolio |
11 |
BLACKROCK FUNDS - BlackRock Global Long/Short Equity Fund Institutional Shares |
11 |
Stokes & Hubbell Capital Management, LLC |
11 |
JOHN HANCOCK VARIABLE INSURANCE TRUST - Mutual Shares Trust Series I |
11 |
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF |
11 |
Gray Wealth Management Inc. |
11 |
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares |
11 |
VMCVX - VALIC Co II - Mid Cap Value Fund |
11 |
Dms Funds |
11 |
OBEGX - OBERWEIS FUNDS - Oberweis Global Opportunities Fund Investor Class |
11 |
PACIFIC SELECT FUND - International Equity Income Portfolio Class P |
11 |
Aston Asset Management, LLC |
11 |
MML Series Investment Fund II - MML Special Situations Fund Class II |
11 |
Fiduciary Advisors, Inc. |
11 |
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund |
11 |
Mizuho Bank, Ltd. |
11 |
Mra Associates Usa Llc |
11 |
Metatron Capital SICAV plc |
11 |
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A |
11 |
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N |
11 |
Financial Partners Group, LLC |
11 |
Satter Muneer A |
11 |
Jnl Variable Fund Llc - Jnl/mellon Nasdaq 100 Index Fund (a) |
11 |
PETZX - Gabelli Innovations Trust - Gabelli Pet Parents'(TM) Fund |
11 |
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF |
11 |
SLT - ETF Series Solutions - Salt High truBeta US Market ETF |
11 |
Winmill & Co. Inc |
11 |
InvesTrust |
11 |
Platinum Management (NY) LLC |
11 |
IFG Advisors, LLC |
11 |
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A |
11 |
Josh Arnold Investment Consultant, Llc |
11 |
Putnam Global Natural Resources Fund |
11 |
Colton Groome Financial Advisors, Llc |
11 |
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares |
11 |
Salient Private Client, Llc |
11 |
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund |
11 |
LCDAX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Corporate Debt Fund Class A |
11 |
Concorde Financial Corp |
11 |
Palogic Value Management, L.P. |
11 |
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 |
11 |
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class |
11 |
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class |
11 |
Proquility Private Wealth Partners, LLC |
11 |
Stolper Co |
11 |
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class |
11 |
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A |
11 |
APCM Wealth Management for Individuals |
11 |
Objective Capital Management, LLC |
11 |
Littlejohn & Co Llc |
11 |
Nepsis, Inc. |
11 |
HOVLX - HOMESTEAD FUNDS INC - Value Fund |
11 |
WS Portfolio Advisory, LLC |
11 |
SageGuard Financial Group, LLC |
11 |
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I |
11 |
VSL - ETF Series Solutions - Volshares Large Cap ETF |
11 |
Code Waechter LLC |
11 |
VAVAX - VALIC Co I - Value Fund |
11 |
Capstone Wealth Management Group, Llc |
11 |
PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I |
11 |
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A |
11 |
Minerva Advisors LLC |
11 |
Mubadala Investment Co PJSC |
11 |
JPIAX - JPMorgan Trust I - JPMorgan Intrepid America Fund Class I |
11 |
Inlight Wealth Management, LLC |
11 |
B, B, H, & B Inc. |
11 |
CCSMX - CONESTOGA FUNDS - Conestoga SMid Cap Fund Investors Class |
11 |
IGNBX - IVY FUNDS - Ivy Natural Resources Fund Class B |
11 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard |
11 |
ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF |
11 |
Cleary Gull Holdings Inc. |
11 |
Vida Ventures Advisors, LLC |
11 |
Stonehill Capital Management Llc |
11 |
SPXZ - Listed Funds Trust - Morgan Creek-Exos SPAC Originated ETF |
11 |
EdgePoint Investment Group Inc. |
11 |
Sonoma Private Wealth LLC |
11 |
Hudson Canyon Capital Management |
11 |
Elm Ridge Management, LLC |
11 |
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund |
11 |
Advanced Series Trust - Ast J.p. Morgan International Equity Portfolio |
11 |
All Season Financial Advisors, Inc. |
11 |
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A |
11 |
Robinson Smith Wealth Advisors Llc |
11 |
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF |
11 |
JHKAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG All Cap Core Fund Class A |
11 |
Secured Retirement Advisors, Llc |
11 |
Brinton Eaton, Llc |
11 |
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I |
11 |
Rs Crum Inc. |
11 |
Kovitz Investment Group, LLC |
11 |
QEELX - AQR Funds - AQR Emerging Multi-Style Fund Class I |
11 |
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF |
11 |
Column Group LLC |
11 |
Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II |
11 |
Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II |
11 |
Lakeside Advisors, INC. |
11 |
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF |
11 |
WTLTX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Quality High Yield Fund -Retail Class |
11 |
Rockline Wealth Management, LLC |
11 |
SGGDX - FIRST EAGLE FUNDS - First Eagle Gold Fund Class A |
11 |
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I |
11 |
TWGTX - American Century Mutual Funds, Inc. - All Cap Growth Fund Investor Class |
11 |
MFN Partners Management, LP |
11 |
INDA - iSHARES TRUST - iShares MSCI India ETF |
11 |
Pacific Sage Partners, LLC |
11 |
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF |
11 |
American Investment Services, Inc. |
11 |
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund |
11 |
Trees Investment Counsel Llc |
11 |
WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class |
11 |
Eley Financial Management, Inc |
11 |
Gibson Wealth Advisors LLC |
11 |
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF |
11 |
DME Capital Management, LP |
11 |
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A |
11 |
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF |
11 |
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class |
11 |
GAIGX - Gamco International Growth Fund, Inc - Gamco International Growth Fund, Inc Class A |
11 |
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A |
11 |
USAdvisors Wealth Management, LLC |
11 |
SB Management Ltd |
11 |
FDSAX - SUNAMERICA SERIES, INC. - AIG Focused Dividend Strategy Fund Class A |
11 |
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF |
11 |
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF |
11 |
Cornerstone Capital Management Llc |
11 |
Ranger International Management, LP |
11 |
Patriot Wealth Management, Inc. |
11 |
ILGEX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Class R |
11 |
Lafitte Capital Management LP |
11 |
Pinnacle Wealth Management Group, Inc. |
11 |
2Xideas AG |
11 |
HFR Wealth Management, LLC |
11 |
NORTHERN LIGHTS FUND TRUST II - Amberwave Invest USA JSG Fund |
11 |
QV Investors Inc. |
11 |
Walden Wealth Partners Llc |
11 |
Guggenheim Variable Funds Trust - SERIES F (FLOATING RATE STRATEGIES SERIES) A |
11 |
Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1 |
11 |
Longboard Asset Management, LP |
11 |
WWJD - Northern Lights Fund Trust IV - Inspire International ESG ETF |
11 |
IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF |
11 |
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I |
11 |
BSCAX - Datum One Series Trust - BRANDES SMALL CAP VALUE FUND Class A |
11 |
HM Capital Management, LLC |
11 |
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares |
11 |
Invesco, Llc |
11 |
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N |
11 |
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio |
11 |
NORTHWESTERN MUTUAL SERIES FUND INC - International Equity Portfolio |
11 |
Firefly Value Partners, LP |
11 |
MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I |
11 |
TMFS - RBB FUND, INC. - MFAM Small-Cap Growth ETF |
11 |
AILV - Listed Funds Trust - Alpha Intelligent - Large Cap Value ETF |
11 |
Linden Capital L.P. |
11 |
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y |
11 |
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund |
11 |
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF |
11 |
BIP Wealth, LLC |
11 |
CALAMOS INVESTMENT TRUST/IL - Calamos Merger Arbitrage Fund Class I |
11 |
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares |
11 |
O'Keefe Stevens Advisory, Inc. |
11 |
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A |
11 |
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares |
11 |
FORH - ETF Opportunities Trust - Formidable ETF |
11 |
Smead Capital Management, Inc. |
11 |
One Wealth Capital Management, Llc |
11 |
Guardian Variable Products Trust - Guardian International Value VIP Fund |
11 |
Versant Venture Capital VI, L.P. |
11 |
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A |
11 |
Lighthouse Financial LLC |
11 |
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES |
11 |
Northstar Financial Companies, Inc. |
11 |
DSG Capital Advisors, LLC |
11 |
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) |
11 |
Berkeley, Inc |
11 |
MOKAN Wealth Management Inc. |
11 |
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y |
11 |
Luminist Capital LLC |
11 |
OneAscent Investment Solutions LLC |
11 |
IFC Advisors LLC |
11 |
TigerOak Management, L.L.C. |
11 |
Intellus Advisors LLC |
11 |
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF |
11 |
Certior Financial Group, Llc |
11 |
Sagard Holdings Management Inc. |
11 |
Moment Partners, LLC |
11 |
Post Resch Tallon Group Inc. |
11 |
Horizon Funds - Centre American Select Equity Fund Investor Class |
11 |
Topsail Wealth Management, LLC |
11 |
Capital Group KKR Multi-Sector (plus) |
11 |
Grant Private Wealth Management Inc |
11 |
Pacific Point Advisors, LLC |
11 |
Tounjian Advisory Partners, Llc |
11 |
RFG - Bristol Wealth Advisors, LLC |
11 |
Banque de Luxembourg S.A. |
11 |
4wealth Advisors, Inc. |
11 |
Investor's Fiduciary Advisor Network, LLC |
11 |
Illumine Investment Management, LLC |
11 |
Haven Private, LLC |
11 |
City National Bank Of Florida /msd |
11 |
Cura Wealth Advisors, Llc |
11 |
TFR Capital, LLC. |
11 |
Summit Wealth Group Llc / Co |
11 |
Finward Bancorp |
11 |
Hickory Point Bank & Trust |
11 |
Ssa Swiss Advisors Ag |
11 |
North Forty Two & Co. |
10 |
Prospect Financial Group LLC |
10 |
BCS Private Wealth Management, Inc. |
10 |
Rahlfs Capital, Llc |
10 |
Mountain Hill Investment Partners Corp. |
10 |
Kennondale Capital Management LLC |
10 |
Poinciana Advisors Group, Llc |
10 |
Burkehill Global Management, LP |
10 |
Blue Capital, Inc. |
10 |
Vista Investment Partners Ii, Llc |
10 |
Sone Capital Management, LLC |
10 |
KDT Advisors, LLC |
10 |
St. Clair Advisors, LLC |
10 |
Cambridge Financial Group, LLC |
10 |
Unified Investment Management |
10 |
Ames National Corp |
10 |
Partners Wealth Management, Llc |
10 |
TYHYX - Victory Portfolios IV - Victory Pioneer High Yield Fund Class Y |
10 |
Marshall Investment Management, Llc |
10 |
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF |
10 |
Barnes Wealth Management Group, Inc |
10 |
Anb Bank |
10 |
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 |
10 |
MILK - Pacer Funds Trust - Pacer US Cash Cows Bond ETF |
10 |
Horizon Funds - HORIZON EXPEDITION PLUS ETF |
10 |
Clark Asset Management, LLC |
10 |
GK Wealth Management LLC |
10 |
TAX - EA Series Trust - Cambria Tax Aware ETF |
10 |
COPY - RBB Fund Trust - Tweedy, Browne Insider + Value ETF |
10 |
Letson Investment Management, Inc. |
10 |
Gantzert Investment Co Llc /adv |
10 |
Sandell Investment Services LLC |
10 |
ACT Advisors, LLC. |
10 |
Cottonwood Capital Advisors, Llc |
10 |
FEDDX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Discovery Fund |
10 |
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares |
10 |
Arxis Securities Llc |
10 |
Adamsbrown Wealth Consultants Llc |
10 |
GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares |
10 |
Ruggaard & Associates LLC |
10 |
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF |
10 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2024 |
10 |
MCHI - iSHARES TRUST - iShares MSCI China ETF |
10 |
Parkside Advisors LLC |
10 |
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I |
10 |
ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I |
10 |
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares |
10 |
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A |
10 |
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares |
10 |
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF |
10 |
Samjo Management, LLC |
10 |
FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor |
10 |
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A |
10 |
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class |
10 |
IBCD - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ex-Financials ETF |
10 |
Carl Stuart Investment Advisor, Inc |
10 |
TMCAX - RBC FUNDS TRUST - RBC SMID Cap Growth Fund A Shares |
10 |
TBHDX - Tweedy, Browne Fund Inc. - Tweedy, Browne Worldwide High Dividend Yield Value Fund |
10 |
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares |
10 |
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF |
10 |
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I |
10 |
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund |
10 |
Kennon-Green & Company, LLC |
10 |
Bristol County Savings Bank |
10 |
MITSUBISHI UFJ SECURITIES (USA), Inc. |
10 |
Concourse Capital Management, LLC |
10 |
Tairen Capital Ltd |
10 |
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 |
10 |
Greystone Investment Management Llc |
10 |
Touchstone Investment Trust |
10 |
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF |
10 |
3D/L Capital Management, LLC |
10 |
Crystal Rock Capital Management |
10 |
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class |
10 |
VICTORY VARIABLE INSURANCE FUNDS - Victory Variable Insurance Diversified Stock Fund Class A |
10 |
Meyers Capital Investments Trust |
10 |
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund |
10 |
CMH Wealth Management LLC |
10 |
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A |
10 |
SP Asset Management LLC |
10 |
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class |
10 |
swisspartners Advisors Ltd |
10 |
Oakview Capital Management, L.p. |
10 |
Lewis Capital Management, Llc |
10 |
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares |
10 |
Tamar Securities, LLC |
10 |
Tls Advisors Llc |
10 |
HHR Asset Management, LLC |
10 |
Warwick Investment Management, Inc. |
10 |
UMMA - Listed Funds Trust - Wahed Dow Jones Islamic World ETF |
10 |
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A |
10 |
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A |
10 |
LDRI - Invesco Exchange-Traded Fund Trust II - Invesco LadderRite 0-5 Year Corporate Bond ETF |
10 |
Marianas Fund Management Llc |
10 |
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C |
10 |
Jackson Credit Opportunities Fund |
10 |
CCIIX - Capitol Series Trust - Cornerstone Capital Access Impact Fund Institutional Class |
10 |
Alliance Wealth Management Group |
10 |
DPUAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon U.S. Equity Fund Class A |
10 |
Clark & Stuart, Inc |
10 |
Pfc Capital Group, Inc. |
10 |
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund |
10 |
Buttonwood Financial Advisors Inc. |
10 |
Invesco Exchange Fund - INVESCO EXCHANGE FUND |
10 |
TruWealth Advisors, LLC |
10 |
Tudor Financial Inc. |
10 |
SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio |
10 |
EQ ADVISORS TRUST - EQ/MFS International Value Portfolio Class IB |
10 |
R.H. Dinel Investment Counsel, Inc. |
10 |
TBMIX - FundVantage Trust - TOBAM Emerging Markets Fund Class I |
10 |
Jnl Series Trust - Jnl/invesco International Growth Fund (a) |
10 |
NBQAX - NUVEEN INVESTMENT TRUST II - Nuveen International Growth Fund Class A |
10 |
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A |
10 |
Luts & Greenleigh Group, Inc |
10 |
Trv Gp Iii, Llc |
10 |
INVYX - PIONEER SERIES TRUST VIII - Pioneer International Equity Fund : Class Y |
10 |
Aip Series Trust |
10 |
HIALX - Hartford Series Fund Inc - Hartford Global Growth Hls Fund Ia |
10 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I |
10 |
IPTRX - NORTHERN LIGHTS FUND TRUST III - Pinnacle TrendRating Innovative Equity Fund Class I |
10 |
Rudman Errol M |
10 |
Rede Wealth, LLC |
10 |
Andina Capital Management, LLC |
10 |
Gabalex Capital Management LLC |
10 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A |
10 |
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB |
10 |
Mason Investment Advisory Services, Inc. |
10 |
KNG - ETF Series Solutions - CBOE Vest S&P 500 Dividend Aristocrats Target Income ETF |
10 |
Verum Partners LLC |
10 |
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF |
10 |
PENN SERIES FUNDS INC - Large Cap Growth Fund |
10 |
Merewether Investment Management, LP |
10 |
Berry Wealth Group, LP |
10 |
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES |
10 |
BCGM Wealth Management, LLC |
10 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Equity Income Fund Class A |
10 |
RiverGlades Family Offices LLC |
10 |
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M |
10 |
LEGGX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Small Cap Value Fund Class IS |
10 |
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares |
10 |
Americafirst Quantitative Trust - Americafirst Defensive Growth & Income Portfolio, Series 2 |
10 |
Neumeier Poma Investment Counsel Llc |
10 |
Prince Street Capital Management LLC |
10 |
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z |
10 |
Financial Partners Group, Inc |
10 |
XHYD - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF |
10 |
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF |
10 |
Towerpoint Wealth, LLC |
10 |
KNGS - Roundhill ETF Trust - Roundhill S&P Dividend Monarchs ETF |
10 |
MGMT - Unified Series Trust - Ballast Small/mid Cap Etf |
10 |
VCVLX - VANGUARD MALVERN FUNDS - Vanguard Capital Value Fund Investor Shares |
10 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS International Growth Fund Standard Class |
10 |
Element Wealth, LLC |
10 |
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6 |
10 |
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 |
10 |
Longbow Capital Partners, L.P. |
10 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 |
10 |
Smart Money Group LLC |
10 |
IVIOX - IVA Fiduciary Trust - IVA International Fund Class A |
10 |
Strategic Planning Group, Llc |
10 |
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF |
10 |
Franklin Templeton Variable Insurance Products Trust - Templeton Foreign Vip Fund Class 1 |
10 |
MGO Private Wealth, LLC |
10 |
JNL SERIES TRUST - JNL/Loomis Sayles Global Growth Fund (I) |
10 |
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N |
10 |
Blue Edge Capital, LLC |
10 |
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class |
10 |
JAPAX - JANUS INVESTMENT FUND - Janus Henderson Large Cap Value Fund Class A |
10 |
Riverpoint Wealth Management Holdings, LLC |
10 |
Falcon Wealth Planning |
10 |
SSPGX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Premier Growth Equity Fund Investment Class |
10 |
Foresight Wealth Management, LLC |
10 |
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares |
10 |
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class |
10 |
Tcfg Wealth Management, Llc |
10 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class |
10 |
VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC. |
10 |
Legacy Financial Strategies, LLC |
10 |
FEEM - FLEXSHARES TRUST - FlexShares ESG & Climate Emerging Markets Core Index Fund |
10 |
Mosaic Financial Group, Llc |
10 |
ABVAX - AB TRUST - AB Value Fund Class A |
10 |
Thunderbird Partners Llp |
10 |
Plan Group Financial, LLC |
10 |
Kehrs Ridge Capital,LLC |
10 |
Lakeridge Wealth Management LLC |
10 |
Eastover Investment Advisors LLC |
10 |
Agur Provident & Training Funds Management Ltd |
10 |
Vantis Investment Advisers L.P. |
10 |
TGDFX - TCW FUNDS INC - TCW Relative Value Dividend Appreciation Fund I Class |
10 |
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio |
10 |
Enclave Advisors LLC |
10 |
Strata Wealth Advisors, LLC |
10 |
Long Corridor Asset Management Ltd |
10 |
FDDAX - SUNAMERICA SERIES, INC. - AIG Focused Dividend Strategy II Fund A Shares |
10 |
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF |
10 |
TPG Financial Advisors, LLC |
10 |
Patrick Mauro Investment Advisor, INC. |
10 |
TUG - Listed Funds Trust - STF Tactical Growth ETF |
10 |
Broadview Funds Trust |
10 |
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF |
10 |
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF |
10 |
AYAL Capital Advisors Ltd |
10 |
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I |
10 |
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class |
10 |
BBR ALO Fund, LLC |
10 |
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IA |
10 |
BMATX - BMO FUNDS, INC. - BMO Alternative Strategies Fund Class A |
10 |
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I |
10 |
Kavilco Inc/wa/ |
10 |
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF |
10 |
Lundbeckfond Invest A/S |
10 |
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund |
10 |
Baker Felix |
10 |
Raub Brock Capital Management LP |
10 |
Epiphany Funds |
10 |
Windmill Hill Asset Management Ltd |
10 |
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A |
10 |
Mango Five Family, Inc. |
10 |
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF |
10 |
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund |
10 |
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a) |
10 |
MGRAX - MFS SERIES TRUST X - MFS International Growth Fund A |
10 |
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1 |
10 |
Ern Llc |
10 |
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R |
10 |
AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A |
10 |
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class |
10 |
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares |
10 |
Yarra Square Partners LP |
10 |
ORBA Wealth Advisors, L.L.C. |
10 |
Ellenbecker Investment Group |
10 |
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I |
10 |
Clayton Financial Group LLC |
10 |
RUFF - ETF Opportunities Trust - Alpha Dog ETF |
10 |
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class |
10 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial |
10 |
TRCEX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Core Equity Fund |
10 |
Brighthouse Funds Trust I - Morgan Stanley Discovery Portfolio Class A |
10 |
Baskin Financial Services Inc. |
10 |
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares |
10 |
Priebe Wealth Holdings LLC |
10 |
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares |
10 |
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A |
10 |
Nebula Capital Management, LP |
10 |
Foresite Capital Fund II, L.P. |
10 |
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund |
10 |
WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R |
10 |
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares |
10 |
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF |
10 |
Breiter Capital Management Inc |
10 |
Maj Invest Holding A/S |
10 |
EVLMC - Eaton Vance NextShares Trust II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares |
10 |
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A |
10 |
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares |
10 |
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF |
10 |
MFS VARIABLE INSURANCE TRUST II - MFS International Intrinsic Value Portfolio Initial Class |
10 |
MLIMX - BNY MELLON FUNDS TRUST - BNY Mellon International Equity Income Fund Class M |
10 |
JOHIX - JOHCM Funds Trust - JOHCM International Select Fund Institutional Shares |
10 |
DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares |
10 |
AILG - Listed Funds Trust - Alpha Intelligent - Large Cap Growth ETF |
10 |
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A |
10 |
Slagle Financial, LLC |
10 |
Stadion Money Management, LLC |
10 |
Two Roads Shared Trust - Conductor Global Equity Value ETF |
10 |
Weber Alan W |
10 |
BCAIX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact International Fund Boston Common ESG Impact International |
10 |
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund |
10 |
White Square Capital Llp |
10 |
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF |
10 |
SBK Financial, Inc. |
10 |
Kdi Capital Partners Llc |
10 |
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares |
10 |
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF |
10 |
Trust Co of the South |
10 |
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A |
10 |
Nuveen Equity Premium Advantage Fund |
10 |
SC&H Financial Advisors, Inc. |
10 |
PDFDX - World Funds Trust - Perkins Discovery Fund Investor |
10 |
Westend Partners Lp |
10 |
HGI Capital Management, LLC |
10 |
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A |
10 |
TOPHX - TOCQUEVILLE TRUST - The Tocqueville Phoenix Fund |
10 |
Cambridge Financial Group, Inc. |
10 |
Alden Global Capital LLC |
10 |
DVY - iSHARES TRUST - iShares Select Dividend ETF |
10 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2029 |
10 |
Greenspring Advisors, LLC |
10 |
Aster Investment Management Co Inc |
10 |
Sofinnova Venture Partners VIII, L.P. |
10 |
General Atlantic Llc |
10 |
Recurrent Investment Advisors LLC |
10 |
Beta Wealth Group, Inc. |
10 |
MOO - VanEck Vectors ETF Trust - VanEck Vectors Agribusiness ETF |
10 |
TACE - Collaborative Investment Series Trust - Trend Aggregation Conservative ETF |
10 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class |
10 |
Nuveen Equity Premium Opportunity Fund |
10 |
Longitude (Cayman) Ltd. |
10 |
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund |
10 |
Foresite Capital Fund IV, L.P. |
10 |
Managed Asset Portfolios, Llc |
10 |
Gagnon Advisors, LLC |
10 |
TIOCX - TRANSAMERICA FUNDS - Transamerica Inflation Opportunities C |
10 |
Kopin Mitchell P |
10 |
Abrams Capital Management, L.p. |
10 |
AAFMAA Wealth Management & Trust LLC |
10 |
venBio Global Strategic Fund II L.P. |
10 |
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class |
10 |
Taylor Hoffman Capital Management LLC |
10 |
DELAWARE VIP TRUST - Delaware VIP Equity Income Series Standard |
10 |
Mayo Clinic |
10 |
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A |
10 |
Welch Capital Partners Llc/ny |
10 |
Unisphere Establishment |
10 |
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class |
10 |
Mhi Funds, Llc |
10 |
Correct Capital Wealth Management |
10 |
DIVY - Tidal ETF Trust - Sound Equity Income ETF |
10 |
LVZ Advisors, Inc. |
10 |
Wilson, Kemp & Associates, Inc. |
10 |
EQLT - iSHARES TRUST - iShares MSCI Emerging Markets Quality Factor ETF |
10 |
PACIFIC FUNDS SERIES TRUST - PF Mid-Cap Equity Fund CLASS P |
10 |
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C |
10 |
PRGIX - T. Rowe Price Growth & Income Fund, Inc. - T. Rowe Price Growth & Income Fund, Inc. |
10 |
Financial Consulate Inc. |
10 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2023 |
10 |
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class |
10 |
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares |
10 |
LETB - AdvisorShares Trust - AdvisorShares Let Bob AI Powered Momentum ETF |
10 |
MMGTX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Discovery Portfolio Class II |
10 |
PUTNAM VARIABLE TRUST - Putnam VT International Equity Fund Class IA Shares |
10 |
Pinnacle Financial Group, LLC / IL |
10 |
HVOAX - HARTFORD MUTUAL FUNDS II INC - Hartford Quality Value Fund Class A |
10 |
PISMX - PRINCIPAL FUNDS INC - International Small Company Fund Institutional |
10 |
W Advisors, Llc |
10 |
Bull Street Advisors, LLC |
10 |
PACIFIC FUNDS SERIES TRUST - PF Emerging Markets Fund CLASS P |
10 |
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3 |
10 |
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A |
10 |
Robotti Robert |
10 |
FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF |
10 |
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class |
10 |
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A |
10 |
Williams Financial, LLC |
10 |
MACGX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Discovery Portfolio Class A Shares |
10 |
BRKAX - MFS SERIES TRUST IV - MFS Blended Research Emerging Markets Equity Fund A |
10 |
Performa Ltd (US), LLC |
10 |
Sterling Wealth Management, Inc. |
10 |
HDPBX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Blue Chip Equity Income Fund Retail Class |
10 |
NWZLX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis All Cap Growth Fund Class A |
10 |
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A |
10 |
Mirova US LLC |
10 |
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 |
10 |
Oppenheimer Small Cap Value Fund |
10 |
Sofinnova Venture Partners IX, L.P. |
10 |
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF |
10 |
MKT Advisors LLC |
10 |
NWSAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Company Growth Fund Class A |
10 |
COMMERCE FUNDS - The MidCap Value Fund Shares |
10 |
PORTX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Global Equity Fund Retail Class |
10 |
STF Management LP |
10 |
Harvest Investment Advisors, LLC |
10 |
AFS Financial Group, LLC |
10 |
Quantum Capital Management, LLC / NJ |
10 |
SEPIX - SARATOGA ADVANTAGE TRUST - Energy & Basic Materials Portfolio Energy & Basic Materials Class I |
10 |
Strategic Capital Advisers, Inc. |
10 |
TSMDX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Small/Mid Cap Fund Institutional Class |
10 |
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A |
10 |
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF |
10 |
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A) |
10 |
Swaine & Leidel Wealth Services, Llc |
10 |
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR |
10 |
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II |
10 |
Acorn Bioventures, L.p. |
10 |
Mason Hill Advisors Llc |
10 |
Prospect Financial Services LLC |
10 |
FPIKX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Premium Income Fund Class A |
10 |
EQ ADVISORS TRUST - EQ/UBS Growth and Income Portfolio Class IB |
10 |
J&p(china)capital Management Co.,ltd |
10 |
Wolff Financial Management Llc |
10 |
Cravens & Co Advisors, LLC |
10 |
Montchanin Asset Management, Llc |
10 |
Tbp Advisors Ltd |
10 |
Cardinal Strategic Wealth Guidance |
10 |
Avenir Corp |
10 |
Advanced Series Trust - Ast Mfs Growth Portfolio |
10 |
Northwestern Mutual Life Insurance Co |
10 |
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional |
10 |
AZENX - AQR Funds - AQR Emerging Defensive Style Fund Class N |
10 |
Reilly Herbert Faulkner III |
10 |
BFRNX - Advisors' Inner Circle Fund III - BARROW HANLEY FLOATING RATE FUND I Shares |
10 |
Primoris Wealth Advisors, Llc |
10 |
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative |
10 |
SV Health Investors, LLC |
10 |
SAWS - ETF Series Solutions - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF |
10 |
CGOV Asset Management |
10 |
Mane Global Capital Management Lp |
10 |
Access Investment Management LLC |
10 |
SIG North Trading, ULC |
10 |
VELA Funds - VELA Income Opportunities Fund Class A |
10 |
Sovereign Investment Advisors, LLC |
10 |
Keystone Investors Pte Ltd |
10 |
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A |
10 |
Northstar Asset Management Inc |
10 |
WMG Financial Advisors, LLC |
10 |
CCGSX - BAIRD FUNDS INC - Chautauqua Global Growth Fund Investor Class |
10 |
Weather Gauge Advisory, LLC |
10 |
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II |
10 |
CAMSX - Advisors' Inner Circle Fund - Cambiar Small Cap Fund Investor Class Shares |
10 |
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1 |
10 |
Arthur Zaske & Associates, LLC |
10 |
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares |
10 |
INDE - MATTHEWS INTERNATIONAL FUNDS - Matthews India Active ETF |
10 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust International Developed Capital Strength Portfolio Class II |
10 |
PRRIX - PIMCO FUNDS - PIMCO Real Return Fund Institutional |
10 |
VLCGX - VALIC Co I - Large Capital Growth Fund |
10 |
Alden Global Capital Ltd |
10 |
Aufman Associates Inc |
10 |
Aft, Forsyth & Sober, LLC |
10 |
Semus Wealth Partners LLC |
10 |
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares |
10 |
Koa Wealth Management, LLC |
10 |
Polaris Venture Management Co. V, L.L.C. |
10 |
STAR Financial Bank |
10 |
Capital Financial Services, LLC |
10 |
Redwood Financial Network Corp |
10 |
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class |
10 |
FWD - AB Active ETFs, Inc. - AB Disruptors ETF |
10 |
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A |
10 |
Viewpoint Capital Management LLC |
10 |
TLINX - TIAA-CREF LIFE FUNDS - International Equity Fund |
10 |
PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional |
10 |
Clarendon Private LLC |
10 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2 |
10 |
MGIAX - MFS SERIES TRUST X - MFS International Intrinsic Value Fund A |
10 |
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares |
10 |
George Kaiser Family Foundation |
10 |
CMG Global Holdings, LLC |
10 |
HYA Advisors, Inc |
10 |
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A |
10 |
UVDV - Spinnaker ETF Series - UVA Dividend Value ETF |
10 |
Warren Street Wealth Advisors, LLC |
10 |
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A |
10 |
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P |
10 |
Werba Rubin Papier Wealth Management |
10 |
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS |
10 |
Concord Asset Management Llc |
10 |
Southeastern Asset Management Inc/tn/ |
10 |
Putnam Funds Trust - Putnam Capital Spectrum Fund Class A |
10 |
Perry Corp |
10 |
Miller/howard High Income Equity Fund |
10 |
AEGON USA Investment Management, LLC |
10 |
Qiming U.S. Ventures Management, LLC |
10 |
Guardian Asset Advisors, LLC |
10 |
AHOY - Tidal ETF Trust - Newday Ocean Health ETF |
10 |
ARSOX - Investment Managers Series Trust - Aristotle/Saul Global Equity Fund Class I |
10 |
Charles Schwab Investment Advisory, Inc. |
10 |
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class |
10 |
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class |
10 |
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class |
10 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2031 |
10 |
BGITX - BAILLIE GIFFORD FUNDS - Baillie Gifford International Alpha Fund Class 2 |
10 |
Invenio Wealth Partners Llc |
10 |
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund |
10 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Multisector Income VIP Class A |
10 |
CCLA Investment Management Ltd |
10 |
Argonaut Capital Management Corp |
10 |
Pullen Investment Management, LLC |
10 |
WILNX - WILLIAM BLAIR FUNDS - William Blair International Leaders Fund Class N |
10 |
Blackrock Resources & Commodities Strategy Trust |
10 |
WDIVX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL DIVIDEND GROWTH FUND Institutional Class Shares |
10 |
Gouws Capital LLC |
10 |
Raptor Capital Management Lp |
10 |
Kensico Capital Management Corp |
10 |
Silicon Valley Community Foundation |
10 |
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL |
10 |
FINVX - FIDELITY INVESTMENT TRUST - Fidelity Series International Value Fund |
10 |
Madison Street Partners, LLC |
10 |
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A |
10 |
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF |
10 |
Miller/Howard Funds Trust - Miller/Howard Income-Equity Fund Adviser Share Class |
10 |
Worth Financial Advisory Group, LLC |
10 |
White Lighthouse Investment Management Inc. |
10 |
Builder Investment Group Inc /adv |
10 |
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A |
10 |
FPBFX - FIDELITY INVESTMENT TRUST - Fidelity Pacific Basin Fund |
10 |
MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A |
10 |
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A |
10 |
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III |
10 |
MGWAX - MADISON FUNDS - Madison Large Cap Value Fund Large Cap Value Fund Class A |
10 |
Bill & Melinda Gates Foundation Trust |
10 |
PIMCO Energy & Tactical Credit Opportunities Fund |
10 |
ARCH Venture Fund VII, L.P. |
10 |
RTD Financial Advisors, Inc. |
10 |
Ellerson Group Inc /adv |
10 |
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio |
10 |
Thrax Management, LLC |
10 |
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class |
10 |
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF |
10 |
SNLN - Highland Funds I - Highland/iBoxx Senior Loan ETF |
10 |
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class |
10 |
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund |
10 |
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A |
10 |
FIVLX - FIDELITY INVESTMENT TRUST - Fidelity International Value Fund |
10 |
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund |
10 |
Voya Asia Pacific High Dividend Equity Income Fund |
10 |
Discovery Value Fund |
10 |
MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class |
10 |
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio |
10 |
Sweeney & Michel, Llc |
10 |
ELASX - FINANCIAL INVESTORS TRUST - Emerald Small Cap Value Fund Class A |
10 |
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF |
10 |
Triton Wealth Management, PLLC |
10 |
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF |
10 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF |
10 |
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I |
10 |
Cerrano Capital Management Lp |
10 |
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF |
9 |
Feinberg Larry N |
9 |
New Enterprise Associates 13 Lp |
9 |
Kirk Randal J |
9 |
Celgene Corp /de/ |
9 |
Growth Equity Opportunities Fund IV, LLC |
9 |
New Leaf Ventures III, L.P. |
9 |
Domain Partners VIII, L.P. |
9 |
12 West Capital Management LP |
9 |
Nierenberg Investment Management Company, Inc. |
9 |
TPG-AXON Management LP |
9 |
Orchard Hill Capital Management LP |
9 |
Archon Capital Management LLC |
9 |
Bernzott Capital Advisors |
9 |
Trigran Investments, Inc. |
9 |
Ics Opportunities, Ltd. |
9 |
Prentice Capital Management, LP |
9 |
Permit Capital, LLC |
9 |
Quality Growth Management, Inc. |
9 |
Forest Hill Capital, LLC |
9 |
Kayne Anderson Capital Advisors Lp |
9 |
Asher Enterprises Inc |
9 |
Biogen Inc. |
9 |
ProQuest Associates IV LLC |
9 |
Armstrong Shaw Associates Inc/ct |
9 |
Fox Point Capital Management LLC |
9 |
Check Capital Management Inc/ca |
9 |
VR Advisory Services Ltd |
9 |
Caldwell & Orkin Inc |
9 |
Retirement Design & Management Inc /adv |
9 |
Dynamo Internacional Gestao De Recursos Ltda. |
9 |
Banta Asset Management Lp |
9 |
Chou Associates Management Inc. |
9 |
Planning Alternatives Ltd /adv |
9 |
Flagship Ventures 2007 General Partner LLC |
9 |
Provident Trust Co |
9 |
Rezny Wealth Management, Inc. |
9 |
Quadrant Capital Management, LLC |
9 |
Mizuho Financial Group Inc |
9 |
Blackthorn Investment Group Llc |
9 |
Heathbridge Capital Management Ltd. |
9 |
Mount Vernon Associates Inc /md/ |
9 |
New Century Advisors, LLC |
9 |
Pacific Financial Group Inc |
9 |
Accipiter Capital Management, Llc |
9 |
Mountain Lake Investment Management LLC |
9 |
Regis Management CO LLC |
9 |
Hartz Capital, Inc. |
9 |
Raven Rock Capital Management, Llc |
9 |
Riverpark Capital Management Llc |
9 |
Community Bank of Raymore |
9 |
Needelman Asset Management Inc |
9 |
Stanley Capital Management, LLC |
9 |
American Assets Inc |
9 |
Beach Point Capital Management LP |
9 |
Jericho Capital Asset Management L.P. |
9 |
Dudley & Shanley, Inc. |
9 |
Fundsmith LLP |
9 |
Cleary Gull Inc. |
9 |
SC CHINA HOLDING Ltd |
9 |
Summit Street Capital Management, LLC |
9 |
Noven Financial Group, Inc. |
9 |
PVG Asset Management |
9 |
Silver Rock Financial LLC |
9 |
Edmond De Rothschild Asset Management (luxembourg) |
9 |
Hilltop Park Associates LLC |
9 |
CWH Capital Management, Inc. |
9 |
GROW Partners, LLC |
9 |
Farley Capital L.p. |
9 |
Essex Woodlands Management, Inc. |
9 |
Bernicke Wealth Management, Ltd. |
9 |
Allen Operations Llc |
9 |
Monroe Hall Asset Management Llc |
9 |
Arrow Capital Management, LLC |
9 |
Arosa Capital Management LP |
9 |
Talara Capital Management, LLC |
9 |
Wedgewood Partners Inc |
9 |
Investors Trust Inc |
9 |
Calypso Capital Management, LP |
9 |
Edmunds White Partners Llc |
9 |
Lebenthal Wealth Advisors, LLC |
9 |
Foresters Asset Management Inc. |
9 |
Long Wharf Investors, Inc. |
9 |
Susquehanna Advisors Group, Inc. |
9 |
Ako Capital Llp |
9 |
Asset Planning Services Inc /la/ /adv |
9 |
Armor Investment Advisors, LLC |
9 |
Welch Investments, LLC |
9 |
Lilly Ventures Fund I LLC |
9 |
Blenheim Capital Management, BV |
9 |
Sofinnova Management VIII, L.L.C. |
9 |
Narus Financial Partners, LLC |
9 |
Bain Capital Life Sciences Fund, L.P. |
9 |
New Enterprise Associates 15, L.P. |
9 |
Invus Public Equities, L.P. |
9 |
Peak Capital Management Llc |
9 |
Newport Trust Co |
9 |
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A |
9 |
Voya International High Dividend Equity Income Fund |
9 |
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares |
9 |
Oppenheimer Senior Floating Rate Fund |
9 |
BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A |
9 |
Eagle Growth & Income Opportunities Fund |
9 |
Nuveen High Income November 2021 Target Term Fund |
9 |
Barings Participation Investors |
9 |
Sprott Focus Trust Inc. |
9 |
CISGX - Touchstone Institutional Funds Trust - Touchstone Sands Capital Institutional Growth Fund |
9 |
Context Capital Funds |
9 |
MIDSX - Midas Series Trust - Midas Fund |
9 |
STTGX - STADION INVESTMENT TRUST - Stadion Trilogy Alternative Return Fund Class A Shares |
9 |
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A |
9 |
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P |
9 |
DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A |
9 |
Henssler Funds Inc |
9 |
ESSAX - Ashmore Funds - Ashmore Emerging Markets Small-Cap Equity Fund Class A |
9 |
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares |
9 |
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A |
9 |
WEHIX - WEITZ FUNDS - Hickory Fund |
9 |
Western Asset Corporate Loan Fund Inc. |
9 |
Gabelli Nextshares Trust |
9 |
Blackrock Defined Opportunity Credit Trust |
9 |
Kalmar Pooled Investment Trust |
9 |
Virtus Total Return Fund |
9 |
Morgan Creek Series Trust |
9 |
Alger Associates Inc |
9 |
Nova R Wealth, Inc. |
9 |
Biechele Royce Advisors |
9 |
Hc Financial Advisors, Inc. |
9 |
Morningside Venture Investments Ltd |
9 |
Circle Road Advisors Lp |
9 |
First Sabrepoint Capital Management Lp |
9 |
Sturgeon Ventures LLP |
9 |
Peninsula Wealth, LLC |
9 |
Arkin Moshe |
9 |
Vishria Bird Financial Group, LLC |
9 |
North Growth Management Ltd. |
9 |
Shakespeare Wealth Management, Inc. |
9 |
Nexpoint Healthcare Opportunities Fund |
9 |
Titan Capital Management, LLC /CA |
9 |
Geo Capital Gestora de Recursos Ltd |
9 |
MA Private Wealth |
9 |
RP Investment Advisors LP |
9 |
Svennilson Peter |
9 |
Massachusetts Institute Of Technology |
9 |
Kcl Capital, L.p. |
9 |
D1 Capital Partners L.P. |
9 |
Archetype Wealth Partners |
9 |
Bmt Investment Advisors |
9 |
Tolleson Wealth Management, Inc. |
9 |
Union Bancaire Privee Asset Management LLC |
9 |
Putnam High Yield Trust |
9 |
Bpv Family Of Funds |
9 |
Virtus Insight Trust |
9 |
Loeb King Trust |
9 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. VALUE OPPORTUNITIES FUND Series I |
9 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I |
9 |
JINTX - JOHNSON MUTUAL FUNDS TRUST - Johnson International Fund |
9 |
TGESX - TEMPLETON INSTITUTIONAL FUNDS - Global Equity Series Advisor Class |
9 |
MZFIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich High Income Floating Rate Fund Institutional Shares |
9 |
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class |
9 |
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A |
9 |
LMCLX - Trust for Advised Portfolios - Miller Income Fund Class I |
9 |
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A |
9 |
Jnl Series Trust - Jnl/franklin Templeton Global Fund (a) |
9 |
NMEDX - Northern Funds - Multi-manager Emerging Markets Debt Opportunity Fund |
9 |
BNEQX - UBS FUNDS - UBS U.S. Sustainable Equity Fund Class A |
9 |
HSCSX - HOMESTEAD FUNDS INC - Small-Company Stock Fund |
9 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2030 |
9 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2026 |
9 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2020 |
9 |
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class |
9 |
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class |
9 |
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A |
9 |
FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class |
9 |
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III |
9 |
BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares |
9 |
KURE - Krane Shares Trust - KraneShares MSCI All China Health Care Index ETF |
9 |
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A |
9 |
IIXAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Income Fund Class A |
9 |
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL |
9 |
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class |
9 |
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class |
9 |
ESIYX - WELLS FARGO FUNDS TRUST - Wells Fargo International Bond Fund Class A |
9 |
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class |
9 |
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF |
9 |
EQ ADVISORS TRUST - EQ/Ivy Science and Technology Portfolio Class IB |
9 |
EQ ADVISORS TRUST - EQ/MFS International Growth Portfolio Class IA |
9 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I |
9 |
MMAAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Growth Opportunities Fund Class A |
9 |
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C |
9 |
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A |
9 |
BWAFX - AMG Funds I - AMG Managers Brandywine Advisors Mid Cap Growth Fund Class N |
9 |
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A |
9 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - CTIVP - Lazard International Equity Advantage Fund Class 1 |
9 |
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND |
9 |
ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A |
9 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A |
9 |
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class |
9 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Emerging Markets Fund Class I |
9 |
HFEAX - JANUS INVESTMENT FUND - Janus Henderson European Focus Fund Class A |
9 |
JGVAX - JANUS INVESTMENT FUND - Janus Henderson Global Value Fund Class T |
9 |
SCIIX - VIRTUS ASSET TRUST - Virtus SGA International Growth Fund Class A |
9 |
FPSVX - FRONTIER FUNDS, INC. - Frontier Phocas Small Cap Value Fund Institutional Class |
9 |
MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class |
9 |
AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A |
9 |
MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I |
9 |
MSIQX - Morgan Stanley Institutional Fund Inc - International Equity Portfolio Class I |
9 |
GBEMX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Fund Class A |
9 |
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A |
9 |
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class |
9 |
EUMF - WisdomTree Trust - WisdomTree Europe Multifactor Fund N/A |
9 |
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class |
9 |
BUFIX - BUFFALO FUNDS - Buffalo International Fund Investor Class |
9 |
Brighthouse Funds Trust I - MFS Research International Portfolio Class A |
9 |
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A |
9 |
VICTORY VARIABLE INSURANCE FUNDS - Victory Sophus Emerging Markets VIP Series Class I |
9 |
MJFOX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS JAPAN FUND Investor Class Shares |
9 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Inflation Protected Bond Fund Standard Class |
9 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Loomis Sayles Global Growth Fund Standard Class |
9 |
AVVIX - American Century Variable Portfolios Inc - Vp Large Company Value Fund Class I |
9 |
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional |
9 |
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional |
9 |
MFS VARIABLE INSURANCE TRUST II - MFS Research International Portfolio Initial Class |
9 |
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class |
9 |
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund |
9 |
FJP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Japan AlphaDEX Fund |
9 |
FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund |
9 |
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A |
9 |
DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A |
9 |
CXSE - WisdomTree Trust - WisdomTree China ex-State-Owned Enterprises Fund N/A |
9 |
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class |
9 |
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C |
9 |
IYVAX - IVY FUNDS - Ivy Value Fund Class A |
9 |
MNESX - MANNING & NAPIER FUND, INC. - Equity Income Series Class S |
9 |
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A |
9 |
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N |
9 |
NORTHWESTERN MUTUAL SERIES FUND INC - Research International Core Portfolio |
9 |
BGICF2 - BAILLIE GIFFORD FUNDS - Baillie Gifford International All Cap Fund Class 2 |
9 |
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class |
9 |
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares |
9 |
LSTIX - LAZARD FUNDS INC - Lazard Global Strategic Equity Portfolio Institutional Shares |
9 |
USI - Principal Exchange-Traded Funds - Principal Ultra-Short Active Income ETF |
9 |
CCASX - CONESTOGA FUNDS - Conestoga Small Cap Fund Investors Class |
9 |
TGVAX - THORNBURG INVESTMENT TRUST - Thornburg International Value Fund - Class A |
9 |
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A |
9 |
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF |
9 |
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares |
9 |
STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class |
9 |
LGSAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Select Equity Fund Class A |
9 |
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares |
9 |
NWGYX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler Equity Income Fund Class A |
9 |
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A |
9 |
FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF |
9 |
EMTAX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Debt A |
9 |
TRANSAMERICA FUNDS - Transamerica Total Return I2 |
9 |
HLMIX - HARDING LOEVNER FUNDS INC - Harding Loevner International Equity Portfolio Institutional |
9 |
PGPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-2 |
9 |
Dfa Investment Trust Co - The Japanese Small Company Series |
9 |
CSIGX - CARILLON SERIES TRUST - Carillon Scout International Fund Class A |
9 |
RCKSX - Oak Associates Funds - Rock Oak Core Growth Fund |
9 |
FFGCX - FIDELITY INVESTMENT TRUST - Fidelity Global Commodity Stock Fund |
9 |
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund |
9 |
FSEAX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Asia Fund |
9 |
FEAAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Asia Fund Class A |
9 |
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A |
9 |
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A |
9 |
GVDSX - FEDERATED EQUITY FUNDS - Federated Global Strategic Value Dividend Fund Class A Shares |
9 |
VSIEX - JPMorgan Trust I - JPMorgan International Equity Fund Class I |
9 |
JDIBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value International Fund Class A |
9 |
AGMQX - Investment Managers Series Trust - 361 Macro Opportunity Fund Investor Class |
9 |
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A |
9 |
RPIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Growth Equity Fund |
9 |
PRFEX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Growth Equity Fund |
9 |
ACFOX - American Century Growth Funds, Inc. - Focused Dynamic Growth Fund Investor Class |
9 |
WSBAX - WILMINGTON FUNDS - Wilmington Short-Term Bond Fund Class A Shares |
9 |
TGUSX - TCW FUNDS INC - TCW New America Premier Equities Fund Class I |
9 |
TGMAX - TCW FUNDS INC - TCW Emerging Markets Multi-Asset Opportunities Fund Class I |
9 |
CHIH - Global X Funds - Global X MSCI China Health Care ETF |
9 |
DIV - Global X Funds - Global X SuperDividend U.S. ETF |
9 |
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF |
9 |
ALMAX - ALGER FUNDS - Alger Weatherbie Specialized Growth Fund Class A |
9 |
INDAX - FINANCIAL INVESTORS TRUST - ALPS/Kotak India Growth Fund Investor Shares |
9 |
FAKSX - Frost Family of Funds - FROST MID CAP EQUITY FUND Investor Class Shares |
9 |
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A |
9 |
GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class |
9 |
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class |
9 |
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class |
9 |
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C |
9 |
SUNAMERICA SERIES TRUST - SA Morgan Stanley International Equities Portfolio Class 1 |
9 |
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF |
9 |
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF |
9 |
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF |
9 |
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A |
9 |
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Dividend Opportunity Fund Class R6 |
9 |
TRH Financial, LLC |
9 |
Arkfeld Wealth Strategies, L.L.C. |
9 |
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares |
9 |
Loveless Wealth Management LLC |
9 |
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund |
9 |
BRLAX - MFS SERIES TRUST IV - MFS Blended Research Global Equity Fund A |
9 |
MRSAX - MFS SERIES TRUST I - MFS Research International Fund A |
9 |
Chapman Investment Management, LLC |
9 |
FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio |
9 |
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A |
9 |
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A |
9 |
HDEF - DBX ETF TRUST - Xtrackers MSCI EAFE High Dividend Yield Equity ETF |
9 |
CN - DBX ETF TRUST - Xtrackers MSCI All China Equity ETF |
9 |
BELSX - RBB FUND, INC. - Boston Partners Emerging Markets Long/Short Fund Institutional Class |
9 |
KFA Private Wealth Group, LLC |
9 |
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV |
9 |
GQETX - GMO TRUST - GMO Quality Fund Class III |
9 |
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio |
9 |
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A |
9 |
Sunburst Financial Group, LLC |
9 |
Spreng Capital Management, Inc. |
9 |
Euro Pacific Asset Management, LLC |
9 |
Summit Place Financial Advisors, LLC |
9 |
Principal Diversified Select Real Asset Fund |
9 |
Ferguson Shapiro LLC |
9 |
Medicxi Ventures Management (Jersey) Ltd |
9 |
Greenspring Associates, LLC |
9 |
Independent Family Office, LLC |
9 |
Petix & Botte Co |
9 |
Atlas Principals, LLC |
9 |
Kerntke Otto McGlone Wealth Management Group |
9 |
Fusion Capital, LLC |
9 |
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF |
9 |
FISTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Special Situations Fund Institutional Class |
9 |
FICGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth Equity Fund Class A |
9 |
Oliveira Steven Michael |
9 |
Lansdowne Partners Limited Partnership |
9 |
Compass Efficient Model Portfolios, LLC |
9 |
Sanibel Captiva Investment Advisers, Inc. |
9 |
Graham & Dodd Fund, Llc |
9 |
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class |
9 |
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class |
9 |
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class |
9 |
FBPBX - WILLIAMSBURG INVESTMENT TRUST - FBP Appreciation & Income Opportunities Fund |
9 |
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund |
9 |
CSCAX - Managed Portfolio Series - Cove Street Capital Small Cap Value Fund Institutional Class Shares |
9 |
ARSLX - Investment Managers Series Trust - Aristotle Core Equity Fund Class I Shares |
9 |
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund |
9 |
PBFDX - FORUM FUNDS - Payson Total Return Fund |
9 |
BHTAX - Northern Lights Fund Trust - Beech Hill Total Return Fund Class A Shares |
9 |
DoubleLine Yield Opportunities Fund |
9 |
RWDIX - Two Roads Shared Trust - Redwood Managed Volatility Fund Class I |
9 |
ICSCX - Advisors' Inner Circle Fund - Icm Small Company Portfolio Institutional Class Shares |
9 |
QDVAX - FundVantage Trust - Quality Dividend Fund Class A |
9 |
GDMA - ETF Series Solutions - Gadsden Dynamic Multi-Asset ETF |
9 |
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class |
9 |
FDG - AMERICAN CENTURY ETF TRUST - American Century Focused Dynamic Growth ETF |
9 |
SSIFX - SATURNA INVESTMENT TRUST - Sextant International Fund Investor Shares |
9 |
WAYEX - Ultimus Managers Trust - Waycross Long/Short Equity Fund |
9 |
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares |
9 |
AWTM - Tidal ETF Trust - Aware Ultra-Short Duration Enhanced Income ETF |
9 |
Kopp Funds Inc |
9 |
PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional |
9 |
JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) |
9 |
JIG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Growth ETF |
9 |
CESGX - Managed Portfolio Series - Coho Relative Value ESG Fund |
9 |
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund |
9 |
Axiom Financial Strategies, LLC |
9 |
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund |
9 |
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class |
9 |
BlackRock ETF Trust - BlackRock Future Innovators ETF |
9 |
THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares |
9 |
Scott Investment Partners LLP |
9 |
Dash Acquisitions Inc. |
9 |
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF |
9 |
AAFCPAs Wealth Management, LLC |
9 |
Yu Fan |
9 |
Ophir Asset Management Pty Ltd |
9 |
Cartenna Capital, LP |
9 |
EVR Research LP |
9 |
Source Financial Advisors LLC |
9 |
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I |
9 |
Tranquilli Financial Advisor LLC |
9 |
Rollins Financial |
9 |
Facet Wealth, Inc. |
9 |
GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF |
9 |
Coerente Capital Management |
9 |
Orchard Capital Managment, LLC |
9 |
Putnam ETF Trust - Putnam Focused Large Cap Value ETF - |
9 |
Derbend Asset Management |
9 |
Bornite Capital Management LP |
9 |
CBRDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Responsible Credit Fund - Institutional Class Shares |
9 |
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares |
9 |
TEOOX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities R6 |
9 |
Financial Council Asset Management Inc |
9 |
PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C |
9 |
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares |
9 |
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF |
9 |
Crestmont Private Wealth LLC |
9 |
Advance Capital Management, Inc. |
9 |
Virginia Wealth Management Group, Inc. |
9 |
LRT Capital Management, LLC |
9 |
Tpg Gp A, Llc |
9 |
Index Fund Advisors, Inc. |
9 |
Straight Path Wealth Management |
9 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF |
9 |
Zenyatta Capital Management LP |
9 |
MAS Advisors LLC |
9 |
Heritage Investment Group, Inc. |
9 |
Intrinsic Value Partners, LLC |
9 |
Kellett Schaffner Wealth Advisors LLC |
9 |
Harraden Circle Investments, LLC |
9 |
Joseph Group Capital Management |
9 |
Unionview, Llc |
9 |
Cook Wealth Management Group Llc |
9 |
Laraway Financial Inc |
9 |
Intrepid Family Office Llc |
9 |
Tanager Wealth Management LLP |
9 |
Consilio Wealth Advisors, Llc |
9 |
SAL Trading, LLC |
9 |
William Allan, Llc |
9 |
Alterity Financial Group, LLC |
9 |
Morris Financial Concepts, Inc. |
9 |
Spinnaker Investment Group, LLC |
9 |
Vance Wealth, Inc. |
9 |
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A |
9 |
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A |
9 |
EDBI Pte Ltd |
9 |
First Farmers & Merchants Bank / Trust |
9 |
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares |
9 |
HRITX - Manager Directed Portfolios - Hood River International Opportunity Fund Retirement Shares |
9 |
RULE - Collaborative Investment Series Trust - Adaptive Core ETF |
9 |
BKUS - BNY Mellon ETF Trust - BNY Mellon Sustainable US Equity ETF |
9 |
First International Bank & Trust |
9 |
Aletheian Wealth Advisors LLC |
9 |
Connors Funds - Connors Hedged Equity Fund Institutional Class |
9 |
BKA Wealth Consulting, Inc. |
9 |
Integrity Advisory, LLC |
9 |
Sarissa Consulting Llc |
9 |
Reynolds Investment Management, Inc. |
9 |
CMIAX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Class A |
9 |
BCONX - Advisors' Inner Circle Fund III - BARROW HANLEY CREDIT OPPORTUNITIES FUND I Shares |
9 |
IVEG - iSHARES TRUST - iShares Emergent Food and AgTech Multisector ETF |
9 |
NIAGX - Ultimus Managers Trust - Nia Impact Solutions Fund |
9 |
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I |
9 |
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF |
9 |
Bull Oak Capital, LLC |
9 |
NXTE - Investment Managers Series Trust II - AXS Green Alpha ETF |
9 |
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF |
9 |
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF |
9 |
Unique Wealth, Llc |
9 |
Catalyst Wealth Management, LLC |
9 |
Vertex Planning Partners, LLC |
9 |
Millington Financial Advisors, LLC |
9 |
Lodestone Wealth Management LLC |
9 |
Lwmg, Llc |
9 |
Beacon Bridge Wealth Partners, LLC |
9 |
HTG Investment Advisors, Inc. |
9 |
Atlas Wealth LLC |
9 |
Bensler, LLC |
9 |
St. Louis Financial Planners Asset Management, LLC |
9 |
Boulder Wealth Advisors, LLC |
9 |
Rebalance, Llc |
9 |
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) |
9 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF |
9 |
Hyperion Partners, LLC |
9 |
Foresight Global Investors, Inc. |
9 |
THCX - Investment Managers Series Trust II - AXS Cannabis ETF |
9 |
GMOYX - GMO TRUST - GMO Resource Transition Fund Class VI |
9 |
JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF |
9 |
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A |
9 |
TUSFX - TRANSAMERICA FUNDS - Transamerica UltraShort Bond I |
9 |
Values Added Financial LLC |
9 |
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF |
9 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund |
9 |
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF |
9 |
BHIMX - ALPS Series Trust - Brigade High Income Fund Founders Class |
9 |
Key Bridge Compliance, LLC |
9 |
GSG Advisors LLC |
9 |
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF |
9 |
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class |
9 |
Austin Wealth Management, LLC |
9 |
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF |
9 |
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class |
9 |
Saxony Capital Management, LLC |
9 |
Private Client Services, Llc |
9 |
Gimbal Financial |
9 |
Tactive Advisors, LLC |
9 |
NDVR, Inc. |
9 |
Acorn Creek Capital Llc |
9 |
Apollon Financial, LLC |
9 |
Up Strategic Wealth Investment Advisors Llc |
9 |
Silver Coast Investments LLC |
9 |
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund |
9 |
Atlantic Family Wealth, Llc |
9 |
Vinland Capital Management Gestora de Recursos LTDA. |
9 |
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares |
9 |
Granite Group Advisors, LLC |
9 |
Pine Harbor Wealth Management, LLC |
9 |
Foguth Wealth Management, LLC. |
9 |
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF |
9 |
RW Investment Management LLC |
9 |
Prairie Wealth Advisors, Inc. |
9 |
Oxford Wealth Group, LLC |
9 |
ROIS - Lattice Strategies Trust - Hartford Multifactor International Small Company ETF |
9 |
PIMCO FUNDS - PIMCO Sector Fund Series - H |
9 |
Amplify ETF Trust - Amplify Alternative Harvest ETF |
9 |
GGESX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Institutional Service Class |
9 |
MGNR - AMERICAN BEACON SELECT FUNDS - American Beacon GLG Natural Resources ETF |
9 |
EAFG - Pacer Funds Trust - Pacer Developed Markets Cash Cows Growth Leaders ETF |
9 |
Sharp Financial Services, LLC |
9 |
ZynergyRetirementPlanningLLC |
9 |
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF |
9 |
Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 GARP ETF |
9 |
CacheTech Inc. |
9 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II |
9 |
Symphony Financial Services, Inc. |
9 |
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF |
9 |
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF |
9 |
NCP Inc. |
9 |
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF |
9 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF |
9 |
Axecap Investments, LLC |
9 |
Howard Bailey Securities, Llc |
9 |
Conway Capital Management, Inc. |
9 |
POPFX - Managed Portfolio Series - Prospector Opportunity Fund |
9 |
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I |
9 |
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF |
9 |
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF |
9 |
Founders Grove Wealth Partners, Llc |
9 |
Tallon Kerry Patrick |
9 |
Brady Martz Wealth Solutions, LLC |
9 |
Berbice Capital Management LLC |
9 |
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF |
9 |
Orca Capital AG |
9 |
Sylvest Advisors, LLC |
9 |
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF |
9 |
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF |
9 |
MYCG - SSGA Active Trust - SPDR SSGA My2027 Corporate Bond ETF |
9 |
Spurstone Advisory Services, LLC |
9 |
BXM Wealth LLC |
9 |
Financial Harvest, LLC |
9 |
Midwest Capital Advisors, LLC |
9 |
Generation Capital Management LLC |
9 |
Bolthouse Investments, LLC |
9 |
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class |
9 |
Aurdan Capital Management, LLC |
9 |
Bridge Generations Wealth Management Llc |
9 |
Griffith & Werner, Inc. |
9 |
Peak Retirement Planning, Inc. |
9 |
Gallo Partners, LP |
9 |
Yukon Wealth Management, Inc. |
9 |
Pacific Capital Partners Ltd |
9 |
Pilgrim Partners Asia Pte Ltd |
9 |
Argyle Capital Partners, LLC |
9 |
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF |
9 |
Sarver Vrooman Wealth Advisors |
9 |
Wellington Global Multi-Strategy Fund |
9 |
Claris Financial LLC |
9 |
Capital Group KKR Core Plus (plus) |
9 |
ABLS - Abacus FCF ETF Trust - Abacus FCF Small Cap Leaders ETF |
9 |
NATIONWIDE MUTUAL FUNDS - Nationwide International Equity Portfolio Class R6 |
9 |
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF |
9 |
Fairtree Asset Management (Pty) Ltd |
9 |
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF |
9 |
Cooper Investors Pty Ltd |
9 |
bLong Financial, LLC |
9 |
Ledgewood Wealth Advisors, LLC |
9 |
Mink Brook Asset Management LLC |
9 |
Anchor Pointe Wealth Management, LLC |
8 |
Collar Capital Management, LLC |
8 |
Sulzberger Capital Advisors, Inc. |
8 |
Members Wealth Llc |
8 |
Riverbend Wealth Management, LLC |
8 |
Papamarkou Wellner Asset Management inc. |
8 |
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y |
8 |
North Dallas Bank & Trust Co |
8 |
Blue Rock Wealth Management LLC |
8 |
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF |
8 |
LeConte Wealth Management, LLC |
8 |
Crux Wealth Advisors |
8 |
Retirement Planning Group, Llc / Ny |
8 |
Wealth High Governance Capital Ltda |
8 |
Sunbeam Capital Management, LLC |
8 |
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF |
8 |
Cobler Capital Management, LLC |
8 |
Cypress Capital Advisors, LLC |
8 |
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF |
8 |
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF |
8 |
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class |
8 |
CFC Planning Co LLC |
8 |
Stillwater Wealth Management Group |
8 |
LifeWealth Investments, LLC |
8 |
Clg Llc |
8 |
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C |
8 |
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class |
8 |
HORAN Wealth, LLC |
8 |
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF |
8 |
Centerpoint Advisory Group |
8 |
Wellington Capital Management, Inc. |
8 |
Cornerstone Planning, LLC |
8 |
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 |
8 |
Elevation Series Trust - RiverNorth Patriot ETF |
8 |
Pcg Asset Management, Llc |
8 |
Compass Planning Associates Inc |
8 |
Stenger Family Office, LLC |
8 |
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF |
8 |
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF |
8 |
Ascent Capital Management, LLC |
8 |
Wills Financial Group LLC |
8 |
Wincap Financial Llc |
8 |
Alpha Wealth Funds, LLC |
8 |
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF |
8 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II |
8 |
PIGFX - PIONEER SERIES TRUST X - Pioneer Fundamental Growth Fund : Class A |
8 |
PACIFIC FUNDS SERIES TRUST - PF Large-Cap Value Fund CLASS P |
8 |
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IA |
8 |
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged |
8 |
PAWZ - PROSHARES TRUST - ProShares Pet Care ETF |
8 |
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth Portfolio Class IA |
8 |
PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF |
8 |
FLTDX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Limited Term Municipal Bond Fund - Class A |
8 |
NHMAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen High Yield Municipal Bond Fund - Class A |
8 |
APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares |
8 |
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares |
8 |
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I |
8 |
Seamans Capital Management, LLC |
8 |
UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods |
8 |
BISIX - Blackrock Funds - Blackrock International Dividend Fund Institutional |
8 |
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND |
8 |
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF |
8 |
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C |
8 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus SGA International Growth Series Class A |
8 |
DEUTSCHE DWS VARIABLE SERIES I - DWS CROCI International VIP Class A |
8 |
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A |
8 |
MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class |
8 |
MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class |
8 |
Repertoire Partners LP |
8 |
IALAX - TRANSAMERICA FUNDS - Transamerica Capital Growth A |
8 |
MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares |
8 |
Fmb Wealth Management |
8 |
JAQAX - JANUS INVESTMENT FUND - Janus Henderson Asia Equity Fund Class A |
8 |
VCCEX - VALIC Co I - Core Equity Fund |
8 |
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A |
8 |
VCSTX - VALIC Co I - Science & Technology Fund |
8 |
JPMORGAN TRUST IV - JPMorgan International Equity Plus Fund Class I |
8 |
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund |
8 |
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 |
8 |
MML Series Investment Fund II - MML Inflation-Protected and Income Fund Initial Class |
8 |
VPVRRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Real Return Portfolio Administrative |
8 |
FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional |
8 |
DLTCX - DELAWARE GROUP CASH RESERVE - Delaware Investments Ultrashort Fund CLASS C |
8 |
ISCAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Small-Mid Company Fund Class A Shares |
8 |
FGFAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Leaders Fund Class A Shares |
8 |
STSEX - Blackrock Funds - Blackrock Exchange Portfolio Blackrock |
8 |
Osprey Private Wealth LLC |
8 |
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS |
8 |
MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I |
8 |
AAMOX - ALGER PORTFOLIOS - Alger Weatherbie Specialized Growth Portfolio Class I-2 |
8 |
Eaton Vance High Income 2021 Target Term Trust |
8 |
ACES - ALPS ETF Trust - ALPS Clean Energy ETF |
8 |
Oppenheimer Master Loan Fund, Llc |
8 |
MCGAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Growth A |
8 |
Quartz Partners, LLC |
8 |
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A |
8 |
Union Heritage Capital, LLC |
8 |
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class |
8 |
MFARX - MFS MUNICIPAL SERIES TRUST - MFS Arkansas Municipal Bond Fund A |
8 |
BlackRock Variable Series Funds, Inc. - BlackRock International V.I. Fund Class I |
8 |
RPIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund |
8 |
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I |
8 |
New Enterprise Associates 12, Limited Partnership |
8 |
CWVGX - CALVERT WORLD VALUES FUND INC - Calvert International Equity Fund Class A |
8 |
Shum Financial Group, Inc. |
8 |
Nabity-Jensen Investment Management Inc |
8 |
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N |
8 |
Palmer Square Funds Trust - Palmer Square Credit Opportunities ETF |
8 |
Long Oar Global Investors, LLC |
8 |
CETAX - Centerstone Investors Trust - Centerstone Investors Fund Class A |
8 |
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF |
8 |
ALGAX - ALGER FUNDS - Alger International Focus Fund Class A |
8 |
ACLLX - American Century Capital Portfolios Inc - Nt Large Company Value Fund G Class |
8 |
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class |
8 |
MLSAX - Aberdeen Funds - Aberdeen Focused U.S. Equity Fund (formerly Aberdeen Equity Long-Short Fund) Class A |
8 |
BCIIX - Brown Capital Management Mutual Funds - The Brown Capital Management International Equity Fund Investor Shares |
8 |
OSCBX - COLUMBIA FUNDS SERIES TRUST I - Overseas SMA Completion Portfolio |
8 |
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF |
8 |
SUIAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS CROCI International Fund Class A |
8 |
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional |
8 |
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class |
8 |
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF |
8 |
TIIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Fund Institutional Class |
8 |
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A |
8 |
SAESX - SUNAMERICA EQUITY FUNDS - AIG Japan Fund Class A |
8 |
FID - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P International Dividend Aristocrats ETF |
8 |
SAVN - NORTHERN LIGHTS FUND TRUST II - LifeGoal Conservative Wealth Builder ETF |
8 |
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares |
8 |
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class |
8 |
TGDMX - TCW FUNDS INC - TCW Developing Markets Equity Fund Class I |
8 |
Ab Multi-manager Alternative Fund |
8 |
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class |
8 |
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund |
8 |
GLCN - VanEck Vectors ETF Trust - VanEck Vectors ChinaAMC CSI 300 ETF |
8 |
Lyons Funds |
8 |
LZGIX - LAZARD FUNDS INC - Lazard Global Fixed Income Portfolio Institutional Shares |
8 |
Eagle Bluffs Wealth Management LLC |
8 |
TGGWX - TCW FUNDS INC - TCW Enhanced Commodity Strategy Fund Class I |
8 |
Aviva Holdings Ltd. |
8 |
Golden Gate Private Equity, Inc. |
8 |
ETF Store, Inc. |
8 |
Electron Capital Partners, LLC |
8 |
Rainsberger Wealth Advisors, Inc. |
8 |
Michael & Susan Dell Foundation |
8 |
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund |
8 |
TWTIX - American Century Municipal Trust - Intermediate-term Tax-free Bond Fund Investor Class |
8 |
Adi Capital Management LLC |
8 |
XXEC, Inc. |
8 |
AFCNX - American Century World Mutual Funds Inc - Focused International Growth Fund Investor Class |
8 |
Orbis Investment Management (U.S.), LLC |
8 |
Sterling Ridge Capital Management LP |
8 |
Brenner West Capital Advisors, LLC |
8 |
Domini Social Investments Llc |
8 |
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund |
8 |
Bocage Capital, LLC |
8 |
Peninsula Asset Management Inc |
8 |
Relaxing Retirement Coach |
8 |
Emerging Sovereign Group Llc |
8 |
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF |
8 |
Night Owl Capital Management, LLC |
8 |
Madison Wealth Partners, Inc |
8 |
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF |
8 |
ParenteBeard Wealth Management, LLC |
8 |
Valinor Management, Llc |
8 |
Moller Financial Services |
8 |
MHBNX - BMO FUNDS, INC. - BMO High Yield Bond Fund Class I |
8 |
Richmond Brothers, Inc. |
8 |
MFA Wealth Services |
8 |
LEVOX - LAZARD FUNDS INC - Lazard US Equity Concentrated Portfolio Open Shares |
8 |
Prism Advisors, Inc. |
8 |
Jordan Park Group LLC |
8 |
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares |
8 |
Asset Management Resources, LLC |
8 |
Austin Asset Management Co Inc |
8 |
Three Bays Capital Lp |
8 |
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio |
8 |
Apertura Capital, LLC |
8 |
BLACKROCK FUNDS - BlackRock Global Impact Fund Institutional |
8 |
NewGen Asset Management Ltd |
8 |
BRGIX - BRIDGES INVESTMENT FUND INC - Bridges Investment Fund, Inc. |
8 |
Mcclain Value Management Llc |
8 |
EKG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Nasdaq Lux Digital Health Solutions ETF |
8 |
ICDAX - IVY FUNDS - Delaware Ivy International Value Fund Class A |
8 |
Asset Planning Corporation |
8 |
Youngs Advisory Group, Inc. |
8 |
CSH - Listed Funds Trust - Morgan Creek-Exos Active SPAC Arbitrage ETF |
8 |
Vancity Investment Management Ltd |
8 |
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I |
8 |
CBNAX - American Funds Emerging Markets Bond Fund - American Funds Emerging Markets Bond Fund Class 529-A |
8 |
FSYNX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable Emerging Markets Equity Fund Fidelity Advisor Sustainable Emerging Markets Equity Fund: Class M |
8 |
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6 |
8 |
1Globe Capital LLC |
8 |
ROCI - EA Series Trust - ROC ETF |
8 |
Ironridge Global IV, Ltd. |
8 |
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund |
8 |
BCK Partners, Inc. |
8 |
Momentum Advisors, LLC |
8 |
SHHYX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor High Yield Bond Fund Class I |
8 |
Nuveen Dow 30sm Dynamic Overwrite Fund |
8 |
Myriad Asset Management US LP |
8 |
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A |
8 |
Ambs Investment Counsel Llc |
8 |
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I) |
8 |
Pitti Group Wealth Management, LLC |
8 |
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF |
8 |
Cambrian Capital Limited Partnership |
8 |
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. |
8 |
Destrier Capital Management Llc |
8 |
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS |
8 |
Secrest Blakey & Associates, LLC |
8 |
BVOIX - Advisors' Inner Circle Fund III - BARROW HANLEY US VALUE OPPORTUNITIES FUND I Shares |
8 |
Ardent Capital Management, Inc. |
8 |
Collaborative Investment Series Trust - TFA Multidimensional Tactical Fund Class I |
8 |
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa |
8 |
K2 HealthVentures Equity Trust LLC |
8 |
HISF - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Strategic Income ETF |
8 |
Axim Planning & Wealth |
8 |
Satterfield Thomas A Jr |
8 |
Franklin Mutual Advisers Llc |
8 |
Xai Octagon Floating Rate & Alternative Income Term Trust |
8 |
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares |
8 |
Crown Advisors Management, Inc. |
8 |
Colony Family Offices, LLC |
8 |
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N |
8 |
SPQQ - Siren ETF Trust - Siren Large Cap Blend Index ETF |
8 |
Emerge ETF Trust - Emerge EMPWR Sustainable Global Core Equity ETF |
8 |
Fund 1 Investments, LLC |
8 |
RFAP - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Asia Pacific ETF |
8 |
PZVMX - ADVISORS SERIES TRUST - Pzena Mid Cap Value Fund Investor Class |
8 |
EKOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Omega Growth Fund Class A |
8 |
FADVX - Frost Family of Funds - FROST VALUE EQUITY FUND Investor Class Shares |
8 |
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF |
8 |
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares |
8 |
THYF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. High Yield ETF |
8 |
72 Investment Holdings, LLC |
8 |
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A |
8 |
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A |
8 |
Centerbridge Partners, L.P. |
8 |
Novartis Ag |
8 |
Peterson Wealth Management |
8 |
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF |
8 |
Ami Investment Management Inc |
8 |
5-to-15 Year Laddered Municipal Bond Portfolio - 5-to-15 Year Laddered Municipal Bond Portfolio |
8 |
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I |
8 |
Andalusian Capital Partners, Lp |
8 |
GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF |
8 |
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund |
8 |
Firsthand Capital Management, Inc. |
8 |
NORTHWESTERN MUTUAL SERIES FUND INC - Focused Appreciation Portfolio |
8 |
Flagship Ventures Fund V, L.P. |
8 |
Jessup Wealth Management, Inc |
8 |
Oppenheimer Senior Floating Rate Plus Fund |
8 |
RLCBX - Ultimus Managers Trust - Ryan Labs Core Bond Fund |
8 |
HT Partners LLC |
8 |
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y |
8 |
Cushing Mutual Funds Trust - Cushing® SMID Growth Focused Fund Class I Shares |
8 |
Amitell Capital Pte Ltd |
8 |
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares |
8 |
Shayne & Co., Llc |
8 |
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class |
8 |
Guinness Atkinson Asset Management Inc |
8 |
Great Waters Wealth Management |
8 |
Sonen Capital LLC |
8 |
Strategic Wealth Management Inc |
8 |
Profunds - Profund Vp Consumer Goods |
8 |
Manitou Investment Management Ltd. |
8 |
Integris Wealth Management, LLC |
8 |
Pwmco Llc |
8 |
Adirondack Funds |
8 |
FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class |
8 |
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A |
8 |
CCOR - Listed Funds Trust - Core Alternative ETF |
8 |
PAPPX - Papp Investment Trust - Papp Small & Mid-Cap Growth Fund |
8 |
Nekton Capital Ltd. |
8 |
True Capital Management |
8 |
PRIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Discovery Fund |
8 |
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF |
8 |
Hammer Asset Management, LLC |
8 |
Grosvenor Holdings, L.l.c. |
8 |
Wealthstar Advisors, Llc |
8 |
Rooted Wealth Advisors, Inc. |
8 |
Filament LLC |
8 |
FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund |
8 |
Resource Consulting Group Inc |
8 |
Cumberland Advisors Inc |
8 |
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class |
8 |
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class |
8 |
AFADX - World Funds Trust - Applied Finance Dividend Fund Investor Class |
8 |
Consolidated Investment Group LLC |
8 |
Colorado Capital Management, Inc. |
8 |
TSWEX - Advisors' Inner Circle Fund - Ts&w Equity Portfolio Institutional Class Shares |
8 |
EQ ADVISORS TRUST - EQ/MFS International Growth Portfolio Class IB |
8 |
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class |
8 |
ULTRA SERIES FUND - International Stock Fund Class I |
8 |
Rit Capital Partners Plc |
8 |
RFIMX - Ranger Funds Investment Trust - Ranger Micro Cap Fund Institutional Class |
8 |
Findlay Park Partners LLP |
8 |
NFC Investments, LLC |
8 |
Metropolitan Capital Advisors Inc |
8 |
Rf&l Wealth Management, Llc |
8 |
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund |
8 |
Third Rock Ventures III, L.P. |
8 |
EASAX - 360 Funds - Timber Point Alternatives Fund Investor Class Shares |
8 |
Fairbanks Capital Management, Inc. |
8 |
ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P |
8 |
Valicenti Advisory Services Inc |
8 |
Ausbil Investment Management Ltd |
8 |
Washburn Capital Management, Inc. |
8 |
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF |
8 |
INDPX - Collaborative Investment Series Trust - Dividend Performers Class A |
8 |
FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund |
8 |
Investment Managers Series Trust II - Cannabis Growth ETF |
8 |
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T |
8 |
MOPPX - Collaborative Investment Series Trust - Mercator International Opportunity Fund Institutional Class |
8 |
Roche Finance Ltd |
8 |
Eii Capital Management, Inc. |
8 |
Gallagher Benefit Services, Inc. |
8 |
Barnes Pettey Financial Advisors, Llc |
8 |
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF |
8 |
RIERX - RBC FUNDS TRUST - RBC International Equity Fund Class R6 |
8 |
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares |
8 |
ABEQ - Unified Series Trust - Absolute Core Strategy Etf |
8 |
Altegris Advisors, L.l.c. |
8 |
ARSQX - Investment Managers Series Trust - Aristotle Value Equity Fund Class I Shares |
8 |
ARSBX - Investment Managers Series Trust - Aristotle Small Cap Equity Fund Class I Shares |
8 |
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I |
8 |
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I |
8 |
Mass General Brigham, Inc |
8 |
APPLX - UNIFIED SERIES TRUST - Appleseed Fund Investor Class |
8 |
Mcglinn Capital Management Inc |
8 |
Cincinnati Specialty Underwriters Insurance CO |
8 |
Emerson Wealth Management, LLC |
8 |
MVPFX - NORTHERN LIGHTS FUND TRUST III - Marathon Value Portfolio |
8 |
Element Pointe Advisors, Llc |
8 |
Oppenheimer Developing Markets Fund |
8 |
Delta Partners Llc |
8 |
Ensemble Capital Management, LLC |
8 |
Sprucegrove Investment Management Ltd |
8 |
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund |
8 |
Midwest Financial Group LLC |
8 |
Whitaker-Myers Wealth Managers, LTD. |
8 |
TRSDX - Managed Portfolio Series - TorrayResolute Small/Mid Cap Growth Fund Investor Class Shares |
8 |
Infusive US Trust - INFUSIVE(R) COMPOUNDING GLOBAL EQUITIES ETF |
8 |
NSB Advisors LLC |
8 |
ASCTX - AMG Funds IV - AMG Managers Silvercrest Small Cap Fund CLASS N SHARES |
8 |
Blodgett Wealth Advisors, Llc |
8 |
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund |
8 |
VICE - AdvisorShares Trust - AdvisorShares Vice ETF |
8 |
Radoff Bradley Louis |
8 |
Bronte Capital Management Pty Ltd. |
8 |
EMJ Capital Ltd. |
8 |
SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class |
8 |
St. James Investment Advisors, LLC |
8 |
Greytown Advisors Inc. |
8 |
Cabot-Wellington, LLC |
8 |
Galibier Capital Management Ltd. |
8 |
Kopernik Global Investors, LLC |
8 |
Ewing Morris & Co. Investment Partners Ltd. |
8 |
BFONX - Northern Lights Fund Trust - The Biondo Focus Fund Investor Class |
8 |
Evercore Trust Company, N.A. |
8 |
Act Two Investors Llc |
8 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Growth Fund Class C |
8 |
Paralel Advisors LLC |
8 |
Semper Augustus Investments Group Llc |
8 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Emerging Markets Innovators Fund Class R6 |
8 |
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A |
8 |
DFDSX - FORUM FUNDS - DF Dent Small Cap Growth Fund Investor Shares |
8 |
Rho Capital Partners Inc |
8 |
Windsor Advisory Group, LLC |
8 |
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6 |
8 |
WCG Management, L.P. |
8 |
Westport Advisers Llc |
8 |
Auour Investments LLC |
8 |
SJIM - Northern Lights Fund Trust IV - Inverse Cramer Tracker ETF |
8 |
Brahman Capital Corp. |
8 |
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund |
8 |
RYVFX - ROYCE FUND - Royce Small-Cap Value Fund Service Class |
8 |
Killen Group Inc |
8 |
Goodnow Investment Group, Llc |
8 |
Rappaport Reiches Capital Management, LLC |
8 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class |
8 |
WAGOX - WASATCH FUNDS TRUST - Wasatch Global Opportunities Fund Investor Class shares |
8 |
Corbin Capital Partners, L.P. |
8 |
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class |
8 |
Spectrum Planning & Advisory Services Inc. |
8 |
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares |
8 |
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares |
8 |
Samjo Capital LLC |
8 |
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I |
8 |
Dechtman Wealth Management, LLC |
8 |
BlackRock ETF Trust - BlackRock Large Cap Value ETF |
8 |
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I |
8 |
First Trust Portfolios Lp |
8 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. |
8 |
WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares |
8 |
Buckingham Capital Management Inc |
8 |
Allianz Global Investors U.S. Holdings LLC |
8 |
HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class |
8 |
PVFIX - BERTOLET CAPITAL TRUST - Pinnacle Value Fund |
8 |
Ballast Asset Management, LP |
8 |
Granite Harbor Advisors, Inc. |
8 |
PAGRX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Aggressive Growth Portfolio Class I |
8 |
Aisling Capital Iii Lp |
8 |
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF |
8 |
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF |
8 |
CA Family Wealth, LLC |
8 |
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF |
8 |
Wealth Enhancement & Preservation of GA, LLC |
8 |
Pershing Square Capital Management, L.P. |
8 |
Optifour Integrated Wealth Management, Llc |
8 |
Trellis Advisors, LLC |
8 |
Stegent Equity Advisors, Inc. |
8 |
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A |
8 |
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund |
8 |
BUXX - EA Series Trust - Strive Enhanced Income Short Maturity ETF |
8 |
Avenue Income Credit Strategies Fund |
8 |
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class |
8 |
FJPNX - FIDELITY INVESTMENT TRUST - Fidelity Japan Fund |
8 |
GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class |
8 |
TPLNX - TIMOTHY PLAN - Timothy Small-Cap Value Fund Class A |
8 |
Phraction Management LLC |
8 |
Midwest Wealth Management Inc. |
8 |
RA Capital Healthcare Fund LP |
8 |
LongView Wealth Management |
8 |
Silver Point Capital L.P. |
8 |
Visionary Horizons, LLC |
8 |
Raffles Associates Lp |
8 |
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF |
8 |
Vivid Wealth Management, LLC |
8 |
Taylor Asset Management Inc |
8 |
Trinity Financial Advisors LLC |
8 |
Vis Vires Group, Inc. |
8 |
Solas Capital Management, LLC |
8 |
Summa Corp. |
8 |
Bmi Capital Corp |
8 |
Farrow Financial Inc. |
8 |
Nuveen Global Equity Income Fund |
8 |
Oneamerica Funds Inc |
8 |
Schroder Capital Funds (delaware) |
8 |
MIK Capital, LP |
8 |
Victory Institutional Funds |
8 |
MN Wealth Advisors, LLC |
8 |
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A |
8 |
Brookfield BHS Advisors LLC |
8 |
Corsair Opportunity Fund |
8 |
Rollins Financial Advisors, LLC |
8 |
Lloyd Park, LLC |
8 |
Sapience Investments, LLC |
8 |
Balanced Rock Investment Advisor |
8 |
Mustard Seed Financial, LLC |
8 |
Seamount Financial Group Inc |
8 |
Bay City Capital Llc |
8 |
Essex Private Wealth Management, LLC |
8 |
Florence Capital Advisors, LLC |
8 |
Heritage Wealth Management, Inc. /CA/ |
8 |
Family Wealth Group, LLC |
8 |
Wilson & Boucher Capital Management, LLC |
8 |
Federated Mdt Large Cap Value Fund |
8 |
TGFTX - TCW FUNDS INC - TCW Artificial Intelligence Equity Fund Class I |
8 |
Novak & Powell Financial Services, Inc. |
8 |
Copperleaf Capital, LLC |
8 |
Curian Series Trust |
8 |
Plaisance Capital LLC |
8 |
Counterweight Ventures, LLC |
8 |
Mfs Intermarket Income Trust I |
8 |
PUTNAM VARIABLE TRUST - Putnam VT International Growth Fund Class IA Shares |
8 |
First Interstate Bancsystem Inc |
8 |
FEMKX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Fund |
8 |
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares |
8 |
IUAEX - JPMorgan Trust I - JPMorgan International Unconstrained Equity Fund Class A |
8 |
PIFPX - PRINCIPAL FUNDS INC - Inflation Protection Fund R-3 |
8 |
New Enterprise Associates 16, L.P. |
8 |
Clarity Wealth Advisors, LLC |
8 |
Red Mountain Financial, LLC |
8 |
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I |
8 |
New Leaf Ventures II, L.P. |
8 |
Castlerock Asset Management Inc |
8 |
TBG - EA Series Trust - TBG Dividend Focus ETF |
8 |
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I |
8 |
PRJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Opportunities Fund Class A |
8 |
DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF |
8 |
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF |
8 |
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C |
8 |
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF |
8 |
BNE - ETF Series Solutions - Blue Horizon BNE ETF |
8 |
Third Rock Ventures Lp |
8 |
Lane & Associates LLC |
8 |
Criteria Caixa, S.a.u. |
8 |
Investor Ab |
8 |
Sentinel Pension Advisors Inc |
8 |
JBR Co Financial Management Inc |
8 |
NSI - Northern Lights Fund Trust IV - National Security Emerging Markets Index ETF |
8 |
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF |
8 |
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares |
8 |
Councilmark Asset Management, LLC |
8 |
Atlas U.S. Tactical Income Fund - Atlas U.S. Tactical Income Fund Class A |
8 |
Crossingbridge Advisors, LLC |
8 |
Sequent Planning LLC |
8 |
OrbiMed Israel BioFund GP Limited Partnership |
8 |
Twin City Private Wealth, Llc |
8 |
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A |
8 |
Oppenheimer Global Value Fund |
8 |
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF |
8 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco US Large Cap Core ESG ETF |
8 |
Eclectic Associates Inc /adv |
8 |
Alexander Labrunerie & Co., Inc. |
8 |
Schwarz Dygos Wheeler Investment Advisors Llc |
8 |
Bpifrance Sa |
8 |
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF |
8 |
Oregon Pacific Wealth Management, LLC |
8 |
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y |
8 |
Tower Wealth Partners, Inc. |
8 |
Olstein Funds |
8 |
MINAX - MADISON FUNDS - Madison International Stock Fund International Stock Fund Class A |
8 |
GTMEX - GLENMEDE FUND INC - Large Cap Value Portfolio |
8 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. International Growth Fund Series II |
8 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I |
8 |
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A |
8 |
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF |
8 |
LSAGX - Natixis Funds Trust II - Loomis Sayles Global Growth Fund Class A |
8 |
Klk Capital Management Llc |
8 |
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A |
8 |
IMFC - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Fixed Income ETF |
8 |
DHIYX - DIAMOND HILL FUNDS - Diamond Hill International Fund Class Y |
8 |
JNL SERIES TRUST - JNL/Vanguard International Fund (A) |
8 |
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) |
8 |
Bassett Hargrove Investment Counsel, Llc |
8 |
Jnl Series Trust - Jnl/s&p Dividend Income & Growth Fund (a) |
8 |
Jnl Series Trust - Jnl/jpmorgan Us Government & Quality Bond Fund (a) |
8 |
CAMAX - Advisors' Inner Circle Fund - Cambiar Global Ultra Focus Fund Investor Class Shares |
8 |
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class |
8 |
BNIEX - UBS FUNDS - UBS International Sustainable Equity Fund CLASS A |
8 |
BlueSky Wealth Advisors, LLC |
8 |
Mirabaud Asset Management Ltd |
8 |
Caliber Wealth Management, Llc |
8 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class |
8 |
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A |
8 |
LGRRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Growth Fund Class A |
8 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2021 |
8 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II |
8 |
QQQA - PROSHARES TRUST - ProShares Nasdaq-100 Dorsey Wright Momentum ETF |
8 |
Flywheel Private Wealth LLC |
8 |
Advanced Series Trust - Ast Loomis Sayles Large-cap Growth Portfolio |
8 |
MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF |
8 |
OPPX - Exchange Listed Funds Trust - Corbett Road Tactical Opportunity ETF |
8 |
Hardin Capital Partners, LLC |
8 |
P-Solve Investments Ltd |
8 |
Keystone Financial Group, Inc. |
8 |
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio |
8 |
ADVANCED SERIES TRUST - AST Franklin Templeton K2 Global Absolute Return Portfolio |
8 |
Advanced Series Trust - Ast Mfs Global Equity Portfolio |
8 |
AQCIX - AMERICAN BEACON FUNDS - American Beacon Alpha Quant Core Fund Institutional Class |
8 |
LOMMX - CGM TRUST - CGM Mutual Fund |
8 |
Paragon Financial Partners, Inc. |
8 |
HNCAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL GROWTH FUND Class A |
8 |
JFESX - JPMorgan Trust I - JPMorgan Europe Dynamic Fund Class I |
8 |
Whitefort Capital Management, LP |
8 |
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund |
8 |
VEGI - iShares, Inc. - iShares MSCI Global Agriculture Producers ETF |
8 |
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) |
8 |
SYV - SSGA Active Trust - SPDR MFS Systematic Value Equity ETF |
8 |
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A |
8 |
Westwood Wealth Management |
8 |
JFGAX - John Hancock Funds II - Fundamental Global Franchise Fund Class A |
8 |
CRISX - CRM Mutual Fund Trust - CRM SMALL CAP VALUE FUND INSTITUTIONAL |
8 |
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF |
8 |
Laurus Investment Counsel Inc. |
8 |
Croft Funds Corp |
8 |
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF |
8 |
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional |
8 |
Del-Sette Capital Management, LLC |
8 |
Satter Management Co., L.p. |
7 |
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N |
7 |
Edmond De Rothschild (monaco) |
7 |
Southern Capital Advisors, Llc |
7 |
WBRRX - WILLIAM BLAIR FUNDS - William Blair Income Fund Class N |
7 |
DB Fitzpatrick & Co, Inc |
7 |
Tri Ri Asset Management Corp |
7 |
Goldman Sachs Asset Management, L.p. |
7 |
EQCHX - Equinox Funds Trust - Equinox Chesapeake Strategy Fund Class I |
7 |
FIDELITY HANOVER STREET TRUST - Fidelity Emerging Markets Debt Central Fund |
7 |
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund |
7 |
Cherrydale Wealth Management, Llc |
7 |
DRIV - Global X Funds - Global X Autonomous & Electric Vehicles ETF |
7 |
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C |
7 |
1060 Capital, LLC |
7 |
Equity Investment Corp |
7 |
Founders Fund V Management, LLC |
7 |
LVHI - Legg Mason ETF Investment Trust - Legg Mason International Low Volatility High Dividend ETF |
7 |
IVFGC - Ivy NextShares - Ivy Focused Growth NextShares |
7 |
BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A |
7 |
Wick Capital Partners, LLC |
7 |
Large-cap Value Portfolio |
7 |
SevenOneSeven Capital Management |
7 |
Blockhouse Capital Management Lp |
7 |
Precocity Capital LP |
7 |
AMHIX - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND Class A |
7 |
Capital Planning LLC |
7 |
Redwood Grove Capital, LLC |
7 |
SAOPX - BARRETT OPPORTUNITY FUND, INC. - BARRETT OPPORTUNITY FUND, INC. Class O |
7 |
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF |
7 |
Crestone Asset Management LLC |
7 |
Bradley Mark J. |
7 |
Tnf Llc |
7 |
Tactical Investment Series Trust - TFA Multidimensional Tactical Fund Class I |
7 |
Bowie Capital Management, LLC |
7 |
JOCEX - JOHCM Funds Trust - JOHCM Credit Income Fund Class Z Shares |
7 |
FICS - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust International Developed Capital Strength ETF |
7 |
JOMEX - JOHCM Funds Trust - JOHCM Emerging Markets Small Mid Cap Equity Fund Class Z Shares |
7 |
Bridge Advisory, LLC |
7 |
WPSMX - WP Trust - WP Smaller Companies Income Plus Fund Institutional Class Shares |
7 |
Harbor Advisory Corp /ma/ |
7 |
GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF |
7 |
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A |
7 |
Geier Asset Management, Inc. |
7 |
ALPS ETF Trust - ALPS Hillman Active Value ETF |
7 |
KROP - Global X Funds - Global X AgTech & Food Innovation ETF |
7 |
Space Summit Capital LLC |
7 |
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II |
7 |
IPL Advisers, LLC |
7 |
Numen Capital LLP |
7 |
Ice Pond Lane Advisers, LLC |
7 |
Novartis Pharma Ag |
7 |
PUTNAM VARIABLE TRUST - Putnam VT Global Equity Fund Class IA Shares |
7 |
Greenhouse Funds LLLP |
7 |
Snider Financial Group |
7 |
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF |
7 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF |
7 |
Odey Holdings Ltd |
7 |
Wela Strategies, Inc. |
7 |
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class |
7 |
Portland Hill Asset Management Ltd |
7 |
Farmhouse Investment Management LLC |
7 |
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund |
7 |
Longitude Capital Partners III, LLC |
7 |
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A |
7 |
IRUNX - IVY FUNDS - Ivy ProShares Russell 2000 Dividend Growers Index Fund Class N |
7 |
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A |
7 |
New Age Alpha Trust - AVDR US LargeCap Leading ETF |
7 |
Nussbaum Ran |
7 |
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF |
7 |
GenWealth Group, Inc. |
7 |
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF |
7 |
PIMCO Dynamic Income Opportunities Fund |
7 |
HCMAX - ALPS Series Trust - Hillman Value Fund |
7 |
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class |
7 |
Regeneron Pharmaceuticals Inc |
7 |
Fidelity Central Investment Portfolios LLC - Fidelity Consumer Staples Central Fund |
7 |
EMCG - WisdomTree Trust - WisdomTree Emerging Markets Consumer Growth Fund N/A |
7 |
DEDAX - DELAWARE GROUP GOVERNMENT FUND - Delaware Emerging Markets Debt Fund Class A |
7 |
EDFAX - SunAmerica Specialty Series - AIG ESG Dividend Fund A Shares |
7 |
FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF |
7 |
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A |
7 |
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class |
7 |
SOIL - Global X Funds - Global X Fertilizers/Potash ETF |
7 |
TEMFX - TEMPLETON FUNDS - Templeton Foreign Fund Class A |
7 |
IDRV - iSHARES TRUST - iShares Self-Driving EV and Tech ETF |
7 |
JPMV - iSHARES TRUST - iShares Edge MSCI Min Vol Japan ETF |
7 |
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class |
7 |
THRIVENT SERIES FUND INC - Thrivent Partner Growth Stock Portfolio Class A |
7 |
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional |
7 |
PSPPX - PRINCIPAL FUNDS INC - International Fund I R-2 |
7 |
EENAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Energy and Natural Resources Fund Class A |
7 |
EEMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Emerging Markets Fund Class A |
7 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class |
7 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Capital Growth Fund Standard Class |
7 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Baron Growth Opportunities Fund Standard Class |
7 |
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class |
7 |
MASGX - MATTHEWS INTERNATIONAL FUNDS - Matthews Asia ESG Fund Investor Class Shares |
7 |
MEGIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Growth Portfolio Class I |
7 |
TYWIX - AMG FUNDS - AMG GW&K Trilogy Emerging Wealth Equity Fund Class Z |
7 |
MBIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Franchise Portfolio Class II |
7 |
IBSAX - Voya PARTNERS INC - VY(R) Baron Growth Portfolio Class ADV |
7 |
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I |
7 |
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF |
7 |
IHI - iSHARES TRUST - iShares U.S. Medical Devices ETF |
7 |
Plotkin Financial Advisors, LLC |
7 |
Kent Lake PR LLC |
7 |
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A |
7 |
JPFAX - JPMorgan Trust I - JPMorgan Equity Focus Fund Class A |
7 |
JNMF - WisdomTree Trust - WisdomTree Japan Multifactor Fund N/A |
7 |
EACBX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance 1-to-10 Year Laddered Corporate Bond Fund Class A |
7 |
TNIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund (USD Hedged) |
7 |
PENN SERIES FUNDS INC - Emerging Markets Equity Fund |
7 |
Elios Financial Group Inc. |
7 |
TRANSAMERICA SERIES TRUST - Transamerica Morgan Stanley Capital Growth VP Initial |
7 |
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class |
7 |
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF |
7 |
MSEQX - Morgan Stanley Institutional Fund Inc - Growth Portfolio Class I |
7 |
AOTAX - ALLIANZ FUNDS - AllianzGI Emerging Markets Opportunities Fund A |
7 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay International Equity Portfolio Initial Class |
7 |
SAGAX - VIRTUS ASSET TRUST - Virtus Zevenbergen Innovative Growth Stock Fund Class A |
7 |
SISSX - VIRTUS ASSET TRUST - Virtus Seix Ultra-Short Bond Fund Class I |
7 |
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A |
7 |
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund |
7 |
BPEMX - RBB FUND, INC. - Boston Partners Emerging Markets Fund Institutional Class |
7 |
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A |
7 |
QCLN - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq Clean Edge Green Energy Index Fund |
7 |
FNI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Chindia ETF |
7 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Fund Class 3 |
7 |
BluePointe Capital Management, LLC |
7 |
ECON - Columbia ETF Trust II - Columbia Emerging Markets Consumer ETF |
7 |
LAIAX - COLUMBIA ACORN TRUST - Columbia Acorn International Class A |
7 |
CAEAX - COLUMBIA ACORN TRUST - Columbia Acorn European Fund Class A |
7 |
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II |
7 |
MML SERIES INVESTMENT FUND - MML International Equity Fund Class II |
7 |
TSAGX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Company Growth Fund Class A |
7 |
TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A |
7 |
PGRNX - PAX WORLD FUNDS SERIES TRUST I - Pax Global Environmental Markets Fund Investor Class |
7 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A |
7 |
WWSAX - Teton Westwood Funds - Teton Westwood Small Cap Equity Fund Class A |
7 |
WEAIX - Teton Westwood Funds - Teton Westwood Intermediate Bond Fund Class A |
7 |
BGRFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON GROWTH FUND |
7 |
BFTHX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON FIFTH AVENUE GROWTH FUND |
7 |
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional |
7 |
MOSAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Overseas Fund Class A |
7 |
TBDRX - TRANSAMERICA FUNDS - Transamerica High Quality Bond R |
7 |
NVHAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Short-Duration High Yield Municipal Bond Fund Class A |
7 |
CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N |
7 |
EQ ADVISORS TRUST - EQ/AB Short Duration Government Bond Portfolio Class IB |
7 |
VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares |
7 |
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF |
7 |
Greater Midwest Financial Group, LLC |
7 |
Investment Partners Asset Management, Inc. |
7 |
FDEM - FIDELITY COVINGTON TRUST - Fidelity Targeted Emerging Markets Factor ETF |
7 |
Creekside Partners |
7 |
VISEX - VALIC Co II - International Opportunities Fund |
7 |
Inman Jager Wealth Management, LLC |
7 |
Arch Venture Fund Vi Lp |
7 |
RSPS - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Staples ETF |
7 |
SRTGX - SMA RELATIONSHIP TRUST - Series G |
7 |
BUYAX - MUTUAL FUND SERIES TRUST - Catalyst Buyback Strategy Fund Class A |
7 |
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A |
7 |
SYG - SSGA Active Trust - SPDR MFS Systematic Growth Equity ETF |
7 |
EMCB - WisdomTree Trust - WisdomTree Emerging Markets Corporate Bond Fund N/A |
7 |
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares |
7 |
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail |
7 |
CGMFX - CGM TRUST - CGM Focus Fund |
7 |
180 Degree Capital Corp. /ny/ |
7 |
AQDIX - AMERICAN BEACON FUNDS - American Beacon Alpha Quant Dividend Fund Institutional Class |
7 |
FreeGulliver LLC |
7 |
PACIFIC SELECT FUND - International Large-Cap Portfolio Class I |
7 |
PACIFIC SELECT FUND - Emerging Markets Debt Portfolio Class I |
7 |
Mirabaud Asset Management (France) SAS |
7 |
FFCYX - AB CAP FUND, INC. - AB FlexFee Core Opportunities Portfolio Advisor Class |
7 |
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A |
7 |
Flavin Financial Services, Inc. |
7 |
EWK - iShares, Inc. - iShares MSCI Belgium ETF |
7 |
ADVANCED SERIES TRUST - AST AQR Emerging Markets Equity Portfolio |
7 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2028 |
7 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A |
7 |
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio |
7 |
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class |
7 |
CAMIX - Advisors' Inner Circle Fund - Cambiar International Equity Fund Investor Class Shares |
7 |
Vantage Point Financial LLC |
7 |
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional |
7 |
Jnl Series Trust - Jnl/blackrock Global Natural Resources Fund (a) |
7 |
IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF |
7 |
SCMGX - Advisors' Inner Circle Fund - Sands Capital Global Growth Fund Institutional Class Shares |
7 |
GTAGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Mid Cap Core Equity Fund Class A |
7 |
Greywolf Capital Management LP |
7 |
NBIIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Equity Fund Institutional Class |
7 |
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A |
7 |
NILTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Select Fund Trust Class |
7 |
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class |
7 |
FIISX - First Investors Equity Funds - First Investors Global Fund Class A |
7 |
Rockingstone Advisors LLC |
7 |
FPIKX - FIRST INVESTORS EQUITY FUNDS - First Investors Premium Income Fund Class A |
7 |
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund |
7 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Mid Cap Growth Fund Series I |
7 |
Brookside Capital Partners Fund Lp |
7 |
Domain Parters Vii L P |
7 |
BRLIX - BRIDGEWAY FUNDS INC - Blue Chip Fund Class N |
7 |
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES |
7 |
ADVTX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund II CLASS N SHARES |
7 |
RCSAX - RUSSELL INVESTMENT CO - Commodity Strategies Fund Class A |
7 |
OMC Financial Services LTD |
7 |
VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares |
7 |
FSA Advisors, Inc. |
7 |
Milestones Administradora de Recursos Ltda. |
7 |
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class M Shares |
7 |
WT Wealth Management |
7 |
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A |
7 |
HICIX - Advisors' Inner Circle Fund II - Hancock Horizon International Small Cap Fund Institutional Class |
7 |
Passumpsic Savings Bank |
7 |
Oldfather Financial Services, LLC |
7 |
SMTH - ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF |
7 |
Roumell Asset Management, LLC |
7 |
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF |
7 |
ICELX - MAINSTAY FUNDS TRUST - MainStay Epoch International Choice Fund Investor Class |
7 |
PJBF - PGIM ETF TRUST - PGIM Jennison Better Future ETF |
7 |
Altus Wealth Management, LLC |
7 |
Chronos Wealth Management, LLC |
7 |
Domain Partners VI, L.P. |
7 |
Emprise Bank |
7 |
Mak Capital One Llc |
7 |
CBCFX - Capital Group Completion Fund Series - Capital Group Core Bond Completion Fund Share Class |
7 |
Spdr Dow Jones Industrial Average Etf Trust |
7 |
MMNCX - Miller Investment Trust - Miller Market Neutral Income Fund Class C |
7 |
Cornerstone Progressive Return Fund |
7 |
NFO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Insider Sentiment ETF |
7 |
Renaissance Investment Consultants Holding Company, Llc |
7 |
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A |
7 |
FIEUX - FIDELITY INVESTMENT TRUST - Fidelity Europe Fund |
7 |
EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF |
7 |
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF |
7 |
Calvert Sage Fund |
7 |
Bennett Associates Wealth Management |
7 |
Legacy Wealth Planning, LLC |
7 |
SilverOak Wealth Management LLC |
7 |
Watchman Group, Inc. |
7 |
QSV Equity Investors LLC |
7 |
Deer VII & Co. Ltd. |
7 |
Sollinda Capital Management LLC |
7 |
Holistic Planning, LLC |
7 |
Swisher Financial Concepts, Inc. |
7 |
J. Stern & Co. LLP |
7 |
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund |
7 |
HRSVX - HEARTLAND GROUP INC - HEARTLAND SELECT VALUE FUND Investor Class |
7 |
Darden Wealth Group Inc |
7 |
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF |
7 |
FMA Wealth Management, LLC |
7 |
Hyperion Capital Advisors LP |
7 |
EXOSX - MANNING & NAPIER FUND, INC. - Overseas Series Class I |
7 |
LSQAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Long/Short Equity Fund Class A |
7 |
Parsifal Capital Management, LP |
7 |
Madison Park Capital Advisors, LLC |
7 |
GMOIX - GMO TRUST - GMO International Equity Fund Class III |
7 |
Northern Lights Fund Trust IV - Brookstone Growth Stock ETF |
7 |
Northern Lights Fund Trust IV - Brookstone Value Stock ETF |
7 |
Bpifrance Participations SA |
7 |
Sheffield Asset Management, L.L.C. |
7 |
WT Asset Management Ltd |
7 |
Skyline Asset Management Lp |
7 |
Waterway Wealth Management, LLC |
7 |
Invera Wealth Advisors, LLC |
7 |
FSAWX - Fidelity Greenwood Street Trust - Fidelity SAI Convertible Arbitrage Fund |
7 |
Spectrum Wealth Advisory Group, LLC |
7 |
DELAWARE VIP TRUST - Delaware VIP International Series Standard |
7 |
Bares Capital Management, Inc. |
7 |
Icahn Carl C |
7 |
FRCEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Covered Call Strategy Fund Class R6 |
7 |
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF |
7 |
AIZAX - BERNSTEIN SANFORD C FUND INC - International Portfolio AB International Class A |
7 |
ADPAX - BERNSTEIN SANFORD C FUND INC - Short Duration Plus Portfolio AB Short Duration Class A |
7 |
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF |
7 |
LITMAN GREGORY FUNDS TRUST - Polen Capital Global Growth ETF |
7 |
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I |
7 |
ABXAX - BERNSTEIN SANFORD C FUND INC - Tax-Managed International Portfolio AB Tax-Managed International Class A |
7 |
Savoie Capital LLC |
7 |
Insight Wealth Partners, LLC |
7 |
Wealth Advisors, Inc. |
7 |
ARCH Venture Fund VIII, L.P. |
7 |
FISMX - FIDELITY INVESTMENT TRUST - Fidelity International Small Cap Fund |
7 |
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I |
7 |
Putnam Funds Trust - Putnam Equity Spectrum Fund Class R |
7 |
Lakeshore Financial Planning, Inc. |
7 |
Fiduciary Management Inc /wi/ |
7 |
New South Capital Management Inc |
7 |
Alta Biopharma Partners Iii Lp |
7 |
MPM BioVentures 2014, L.P. |
7 |
Kure Advisory, LLC |
7 |
Etesian Wealth Advisors, Inc. |
7 |
Financial Advisory Partners, Llc |
7 |
Requisite Energy Fund I Lp |
7 |
IBHJ - iSHARES TRUST - iShares iBonds 2030 Term High Yield and Income ETF |
7 |
CJM Wealth Advisers, Ltd. |
7 |
ERTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Cleantech ETF |
7 |
Quaker BioVentures II LP |
7 |
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI |
7 |
PRESX - T. Rowe Price International Funds, Inc. - T. Rowe Price European Stock Fund |
7 |
WELLINGTON TRUST Co N A |
7 |
RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares |
7 |
RAM Investment Partners, LLC |
7 |
Sykon Capital Llc |
7 |
Gw Capital Inc |
7 |
Tema ETF Trust - Tema Monopolies and Oligopolies ETF |
7 |
Summit Capital Management Llc |
7 |
SMSVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Multi-Sector Bond Fund Class A |
7 |
Impax Asset Management LTD |
7 |
FBR & Co. |
7 |
Tmd & Associates, Inc |
7 |
Soleus Private Equity Fund III, L.P. |
7 |
YA II PN, Ltd. |
7 |
Sycale Advisors (NY) LLC |
7 |
Northroad Capital Management Llc |
7 |
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6 |
7 |
Cincinnati Casualty Co |
7 |
PFSLX - PARADIGM FUNDS - Paradigm Select Fund |
7 |
HEDJX - ADVISORS SERIES TRUST - Scharf Alpha Opportunity Fund Retail Class |
7 |
GSDUX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Tax-Free Fund Institutional |
7 |
Aspen Wealth Strategies, LLC |
7 |
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A |
7 |
Joho Capital Llc |
7 |
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class |
7 |
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB |
7 |
XLP - SELECT SECTOR SPDR TRUST - The Consumer Staples Select Sector SPDR Fund |
7 |
Bain Capital Life Sciences Fund II, L.P. |
7 |
Mutual of America Variable Insurance Portfolios, Inc. - International Portfolio Class |
7 |
FBPEX - WILLIAMSBURG INVESTMENT TRUST - FBP Equity & Dividend Plus Fund |
7 |
GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF |
7 |
MOATX - PFS FUNDS - Castle Focus Fund Investor |
7 |
AMVIX - American Century Mutual Funds, Inc. - Adaptive Equity Fund Investor Class |
7 |
DIP - ETF Series Solutions - BTD Capital Fund |
7 |
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class |
7 |
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class |
7 |
Ergawealth Advisors, Inc. |
7 |
Voit & Company, Llc |
7 |
Valueworks Llc |
7 |
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A |
7 |
MUHLX - Managed Portfolio Series - Muhlenkamp Fund Institutional Class Shares |
7 |
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class |
7 |
HLCTX - HARDING LOEVNER FUNDS INC - International Carbon Transition Equity Portfolio Institutional Class |
7 |
Brio Consultants, LLC |
7 |
Tieton Capital Management, LLC |
7 |
BVAL - ETF Series Solutions - Brand Value ETF |
7 |
BBGNX - BBH Trust - BBH Global Core Select Class N Shares |
7 |
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares |
7 |
FSSJX - FIDELITY INVESTMENT TRUST - Fidelity Series Select International Small Cap Fund |
7 |
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares |
7 |
Liberty Street Advisors, Inc. |
7 |
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund |
7 |
PMUBX - Advisors' Inner Circle Fund III - PENN MUTUAL AM STRATEGIC INCOME FUND I Shares |
7 |
MACRO Consulting Group |
7 |
CTCYX - Pioneer Series Trust IV - Amundi Climate Transition Core Bond Fund : Class Y Shares |
7 |
PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares |
7 |
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB |
7 |
KCAL - Series Portfolios Trust - Subversive Food Security ETF |
7 |
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund |
7 |
Pivotal bioVenture Partners Fund I, L.P. |
7 |
TORYX - RBB Fund Trust - Torray Fund |
7 |
Black River Asset Management LLC |
7 |
Third Rock Ventures, LLC |
7 |
Tandem Wealth Advisors LLC |
7 |
FGKPX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Low Volatility Index Fund |
7 |
Tillman Hartley LLC |
7 |
Graphene Investments SAS |
7 |
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares |
7 |
TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I |
7 |
KOKUSAI Asset Management Co., Ltd. |
7 |
HDPSX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Cap Fund Retail Class |
7 |
Legacy Financial Group, Inc. |
7 |
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A |
7 |
Muzinich & Co., Inc. |
7 |
Broadwood Capital Inc |
7 |
Marathon Asset Management Lp |
7 |
Hilltop Partners LLC |
7 |
Bain Capital Credit, LP |
7 |
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares |
7 |
BQMGX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Mid Cap Growth Fund Institutional Class Shares |
7 |
AGIHX - Allianz Funds Multi-Strategy Trust - AllianzGI Global High Yield Fund Institutional Class |
7 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I |
7 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - International Equity Portfolio Class S |
7 |
Kays Financial Advisory Corp /adv |
7 |
Blackcrane Capital, Llc |
7 |
EICVX - FundVantage Trust - EIC Value Fund Class A |
7 |
Sonic GP LLC |
7 |
Irenic Capital Management LP |
7 |
Owen LaRue, LLC |
7 |
Tillar-Wenstrup Advisors, LLC |
7 |
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class |
7 |
THLSX - THORNBURG INVESTMENT TRUST - Thornburg Long/Short Equity Fund - Class I |
7 |
Tipp Hill Capital Management LLC |
7 |
Trinity Street Asset Management LLP |
7 |
Watershed Private Wealth Llc |
7 |
JVIAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Foreign Opportunities Fund Class A |
7 |
Empirical Capital Management, LLC |
7 |
WealthSpring Partners, LLC |
7 |
GQGPX - Advisors' Inner Circle Fund III - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares |
7 |
Gritstone Asset Management Llc |
7 |
POGSX - Oak Associates Funds - Pin Oak Equity Fund |
7 |
Brainard Capital Management LLC |
7 |
Presilium Private Wealth, Llc |
7 |
Riverview Capital Advisers, LLC |
7 |
CPA Asset Management LLC |
7 |
Paul Damon & Associates, Inc. |
7 |
FARMX - FIDELITY SUMMER STREET TRUST - Fidelity Agricultural Productivity Fund |
7 |
Highland Peak Capital, LLC |
7 |
Kaydan Wealth Management, Inc. |
7 |
SPGBX - Symmetry Panoramic Trust - Symmetry Panoramic Global Fixed Income Fund Class I Shares |
7 |
Willow Creek Wealth Management Inc. |
7 |
SBIFX - SATURNA INVESTMENT TRUST - Sextant Bond Income Fund |
7 |
American Economic Planning Group Inc /adv |
7 |
Ashler Capital Llc |
7 |
Tikehau Investment Management |
7 |
Troy Asset Management Ltd |
7 |
GEM Asset Management, LLC |
7 |
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB |
7 |
Orca Wealth Management, LLC |
7 |
BankPlus Wealth Management LLC |
7 |
Ferox Capital Management LP |
7 |
RIVSX - Oak Associates Funds - River Oak Discovery Fund |
7 |
LCCMX - Leader Funds Trust - Leader Short Term High Yield Bond Fund Investor Class |
7 |
SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A |
7 |
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF |
7 |
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares |
7 |
Laidlaw Group, LLC |
7 |
Brouwer & Janachowski, LLC |
7 |
Pecaut & Co. |
7 |
Massachusetts Mutual Life Insurance Co |
7 |
FMB - First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF |
7 |
Exor Capital LLP |
7 |
Emerge ETF Trust - Emerge EMPWR Sustainable Dividend Equity ETF |
7 |
HLIDX - HARDING LOEVNER FUNDS INC - International Developed Markets Equity Portfolio Institutional Class |
7 |
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF |
7 |
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund |
7 |
Weston Capital Management Inc |
7 |
MEGMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Fund Investor Class Shares |
7 |
Tlwm |
7 |
Wilks Brothers, LLC |
7 |
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares |
7 |
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A |
7 |
Entrustpermal Partners Offshore Lp |
7 |
NTZG - Nushares ETF Trust - Nuveen Global Net Zero Transition ETF |
7 |
Engaged Capital LLC |
7 |
WEED - Listed Funds Trust - Roundhill Cannabis ETF |
7 |
UDI - USCF ETF Trust - USCF Dividend Income Fund |
7 |
AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class |
7 |
Country Fund Management |
7 |
Iszo Capital Lp |
7 |
Forum Private Client Group LLC |
7 |
Obsidian Personal Planning Solutions LLC |
7 |
Thrivent Core Funds - Thrivent Core Small Cap Value Fund |
7 |
Elephas Investment Management Ltd |
7 |
Thames Capital Management Llc |
7 |
Roc Capital Management, L.P. |
7 |
TFADX - Tactical Investment Series Trust - TFA Multidimensional Tactical Fund Class A |
7 |
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K |
7 |
Consulta Ltd |
7 |
Orgel Wealth Management, LLC |
7 |
IPDP - Listed Funds Trust - Dividend Performers ETF |
7 |
Kiltearn Partners LLP |
7 |
FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund |
7 |
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class |
7 |
Springhouse Capital Management, LP |
7 |
Bill & Melinda Gates Foundation |
7 |
Texas Treasury Safekeeping Trust Co |
7 |
Cahill Wealth Management, LLC |
7 |
COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares |
7 |
Sage Investment Advisers LLC |
7 |
Amplify ETF Trust - Amplify CWP Growth & Income ETF |
7 |
Hansberger Growth Investors, Lp |
7 |
WorthPointe, LLC |
7 |
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES |
7 |
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares |
7 |
WHGAX - Ultimus Managers Trust - Westwood Quality SmallCap Fund A Class Shares |
7 |
JIEIX - abrdn Funds - abrdn International Sustainable Leaders Fund Institutional Class |
7 |
CALAMOS INVESTMENT TRUST/IL - Calamos Global Sustainable Equities Fund Class R6 |
7 |
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I |
7 |
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF |
7 |
Selkirk Management LLC |
7 |
Meixler Investment Management, Ltd. |
7 |
Moon Capital Management Lp |
7 |
Guardian Point Capital, Lp |
7 |
MEME - Listed Funds Trust - Roundhill MEME ETF |
7 |
Conatus Capital Management LP |
7 |
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 |
7 |
Permal Asset Management Llc |
7 |
Clearfield Capital Management Lp |
7 |
Harber Asset Management Llc |
7 |
SkyBridge Capital II, LLC |
7 |
Archer Capital Management, L.P. |
7 |
Marble Arch Investments, LP |
7 |
Naya Capital Management Uk Ltd |
7 |
Bullseye Investment Management, LLC |
7 |
Baugh & Associates, LLC |
7 |
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF |
7 |
Barington Capital Group, L.p. |
7 |
Capasso Planning Partners LLC |
7 |
Travelers Companies, Inc. |
7 |
Eliot Finkel Investment Counsel, LLC |
7 |
Crescent Park Management, L.P. |
7 |
Resolute Financial, Llc |
7 |
GISOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Stalwarts Fund Investor Class |
7 |
Morgan Stanley Select Dimensions Investment Series |
7 |
Northeast Investors Growth Fund Inc |
7 |
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A |
7 |
GPIOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Opportunities Fund Investor Class |
7 |
Yarger Wealth Strategies, Llc |
7 |
Nuveen Flexible Investment Income Fund |
7 |
Medina Singh Partners, LLC |
7 |
Fiduciary Wealth Partners, LLC |
7 |
Steben Alternative Investment Funds |
7 |
HWTIX - HOTCHKIS & WILEY FUNDS /DE/ - International Small Cap Diversified Value Fund Class Z |
7 |
Deutsche High Income Opportunities Fund, Inc. |
7 |
EQOP - Natixis ETF Trust II - Natixis U.S. Equity Opportunities ETF |
7 |
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P |
7 |
Oaktree Funds |
7 |
HFG Advisors, Inc. |
7 |
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares |
7 |
EUGAX - MORGAN STANLEY EUROPEAN EQUITY FUND INC. - Morgan Stanley European Equity Fund Inc. A |
7 |
Patient Capital Management, LLC |
7 |
Financial Planners of Cleveland, Inc. |
7 |
Hosking & Co Ltd |
7 |
Perennial Investment Partners LTD |
7 |
Fiduciary Asset Management Llc |
7 |
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A |
7 |
Keel Point Advisors, LLC |
7 |
272 Capital LP |
7 |
Adams Hill Capital Llc |
7 |
Bennett Selby Investments Lp |
7 |
Harbor Group, Inc. |
7 |
Oppenheimer Global Multi-asset Income Fund |
7 |
Blossom Wealth Management |
7 |
BGEHX - BAILLIE GIFFORD FUNDS - Baillie Gifford Emerging Markets Equities Fund Class 2 |
7 |
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A |
7 |
Value Star Asset Management (Hong Kong) Ltd |
7 |
Multisector Income Portfolio |
7 |
Citadel Investment Advisory, Inc. |
7 |
BGLTX - BAILLIE GIFFORD FUNDS - Baillie Gifford Long Term Global Growth Fund Class 2 |
7 |
Foresite Capital Opportunity Management V, LLC |
7 |
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A |
7 |
Sterling Manor Financial, LLC |
7 |
Sentinel Variable Products Trust |
7 |
BCR Wealth Strategies, LLC |
7 |
JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares |
7 |
Sl Advisors, Llc |
7 |
Bouvel Investment Partners, LLC |
7 |
Prescott General Partners LLC |
7 |
Valley Forge Investment Consultants Inc Adv |
7 |
Virtus Total Return Fund Inc. |
7 |
Deutsche Multi-market Income Trust |
7 |
Paradigm Capital Management, LLC/NV |
7 |
AMIDEX FUNDS INC - Amidex35 Israel Mutual Fund Class A |
7 |
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A |
7 |
Greenhouse Wealth Management, LLC |
7 |
NCINX - Nicholas High Income Fund, Inc. - Nicholas High Income Fund Inc Class I |
7 |
Financial Planning & Information Services, Inc. |
7 |
Lazard World Dividend & Income Fund, Inc. |
7 |
TMD Wealth Management, LLC |
7 |
Dreyfus Funds Inc |
7 |
Staar Investment Trust |
7 |
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A |
7 |
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio |
7 |
EGLBX - ELFUN INTERNATIONAL EQUITY FUND - ELFUN INTERNATIONAL EQUITY FUND Elfun International Equity Fund |
7 |
Keb Asset Management, Llc |
7 |
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S |
7 |
Hutner Capital Management Inc |
7 |
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A |
7 |
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares |
7 |
Investment Counsel Co Of Nevada |
7 |
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF |
7 |
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I) |
7 |
Potentia Wealth |
7 |
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I |
7 |
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF |
7 |
Uniting Wealth Partners, LLC |
7 |
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF |
7 |
Straightline Group Llc |
7 |
Cache Advisors, LLC |
7 |
Cigogne Management Sa |
7 |
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C |
7 |
Trace Wealth Advisors, LLC |
7 |
Lakeshore Capital Group, Inc. |
7 |
Elevation Series Trust - TrueShares Active Yield ETF |
7 |
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF |
7 |
ODHY - Spinnaker ETF Series - Obra Defensive High Yield ETF |
7 |
Impact Asset Management GmbH |
7 |
Keyvantage Wealth, Llc |
7 |
ZEGA Investments, LLC |
7 |
TT Capital Management LLC |
7 |
V. M. Manning & Co., Inc. |
7 |
Allium Financial Advisors, Llc |
7 |
DMKC Advisory Services, LLC |
7 |
Bradyco, Inc. |
7 |
Carbahal Olsen Financial Services Group, LLC |
7 |
PINRX - PRINCIPAL FUNDS, INC. - Diversified International Fund R-3 |
7 |
Bay Capital Advisors, LLC |
7 |
JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6 |
7 |
GMOI - 2023 ETF Series Trust II - GMO International Value ETF |
7 |
Financially Speaking Inc |
7 |
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF |
7 |
Elevate Capital Advisors, LLC |
7 |
BlackRock Portfolio Management LLC |
7 |
Victory Variable Insurance Funds II - Victory Pioneer High Yield VCT Portfolio Class II |
7 |
Ring Mountain Capital, LLC |
7 |
Yoffe Investment Management, LLC |
7 |
Agp Franklin, Llc |
7 |
Haven Capital Group, Inc. |
7 |
Challenger Wealth Management |
7 |
Gladwyn Financial Advisors, Inc. |
7 |
Contrarius Group Holdings Ltd |
7 |
Signal Tree Financial Partners Llc |
7 |
Drum Hill Capital, LLC |
7 |
Fire Capital Management LLC |
7 |
Infinitum Asset Management, Llc |
7 |
Nearwater Capital Markets, Ltd |
7 |
Prasad Wealth Partners, LLC |
7 |
Brian Low Financial Group, Llc |
7 |
Defined Financial Planning LLC |
7 |
Clarion Wealth Managment Partners, LLC |
7 |
Victrix Investment Advisors |
7 |
Elevation Series Trust - TrueShares Technology, AI & Deep Learning ETF |
6 |
TEXN - iSHARES TRUST - iShares Texas Equity ETF |
6 |
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF |
6 |
Cushing Capital Partners, LLC |
6 |
QLTI - 2023 ETF Series Trust II - GMO International Quality ETF |
6 |
LeClair Wealth Partners LLC |
6 |
AINP - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Income Plus ETF |
6 |
Corps Capital Advisors, LLC |
6 |
SLT Holdings LLC |
6 |
FASBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series CP |
6 |
Permanent Capital Management, LP |
6 |
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF |
6 |
SEG Partners Long/Short Equity Fund |
6 |
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF |
6 |
Real Talk Capital, LLC |
6 |
Matauro, Llc |
6 |
North Berkeley Wealth Management, LLC |
6 |
DKRT Investments Corp. |
6 |
JIII - Janus Detroit Street Trust - Janus Henderson Income ETF |
6 |
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF |
6 |
Pamalican Asset Management Ltd |
6 |
Alexis Investment Partners, LLC |
6 |
Integras Partners LLC |
6 |
Dahring | Cusmano Llc |
6 |
May Barnhard Investments LLC |
6 |
PARNASSUS FUNDS - Parnassus International Equity Fund Investor Shares |
6 |
Guerra Advisors Inc |
6 |
Lionshead Wealth Management, LLC |
6 |
Elite Financial, Inc. |
6 |
U S Wealth Group, Llc. |
6 |
Generali Powszechne Towarzystwo Emerytalne |
6 |
OneAscent Family Office, LLC |
6 |
PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y |
6 |
Forefront Wealth Partners, LLC |
6 |
SEEM - SEI Exchange Traded Funds - SEI Select Emerging Markets Equity ETF |
6 |
Milestones Private Investment Advisors LLC |
6 |
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6 |
6 |
Warm Springs Advisors Inc. |
6 |
Wormser Freres Gestion |
6 |
CBLS - Elevation Series Trust - Clough Hedged Equity ETF |
6 |
Palacios Wealth Management, LLC |
6 |
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF |
6 |
Hidden Cove Wealth Management, LLC |
6 |
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES |
6 |
Prepared Retirement Institute LLC |
6 |
Capstone Wealth Management Group LLC |
6 |
RBB FUND, INC. - SGI Enhanced Market Leaders ETF |
6 |
TMB - Thornburg ETF Trust - Thornburg Multi Sector Bond ETF |
6 |
FECBX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Core Bond Fund |
6 |
SMAP - Amplify ETF Trust - Amplify Small-Mid Cap Equity ETF |
6 |
JNL SERIES TRUST - JNL/Baillie Gifford U.S. Equity Growth Fund (I) |
6 |
ADAR1 Partners, LP |
6 |
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S |
6 |
DPDEX - DELAWARE POOLED TRUST - Macquarie Large Cap Value Portfolio DPT CLASS |
6 |
Clovis Capital Management Lp |
6 |
Corepath Wealth Partners Llc |
6 |
LQTIX - Investment Managers Series Trust - Theta Income Fund Institutional Class |
6 |
Hartford Funds Master Fund |
6 |
TRWAX - TRANSAMERICA FUNDS - Transamerica International Equity A |
6 |
Brookfield Real Assets Income Fund Inc. |
6 |
LCMAX - DRIEHAUS MUTUAL FUNDS - Driehaus Active Income Fund |
6 |
Teva Pharmaceutical Industries Ltd |
6 |
Key Colony Management, LLC |
6 |
CRIT - EXCHANGE TRADED CONCEPTS TRUST - Optica Rare Earths & Critical Materials ETF |
6 |
Mutual Fund & Variable Insurance Trust - Rational Insider Buying VA Fund |
6 |
HAIGX - HARBOR FUNDS - Harbor International Growth Fund Institutional Class |
6 |
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund |
6 |
SBBIX - Schroder Series Trust - Schroder Total Return Fixed Income Fund - Investor Class |
6 |
ICBMX - ICON FUNDS - ICON Natural Resources Fund Class S |
6 |
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF |
6 |
Plustick Management Llc |
6 |
KerberRose Wealth Management, LLC |
6 |
FOSIX - Tributary Funds, Inc. - Short-Intermediate Bond Fund Institutional |
6 |
Waller Financial Planning Group, Inc |
6 |
UDPIX - Profunds - Ultradow 30 Profund Investor Class |
6 |
Glynn Capital Management Llc |
6 |
Linker Capital Management Inc. |
6 |
SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares |
6 |
Trv Gp Iv, Llc |
6 |
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares |
6 |
MRVNX - Natixis Funds Trust I - Mirova International Sustainable Equity Fund Class N |
6 |
WJ Interests, LLC |
6 |
COIAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Conservative Income Fund Class F |
6 |
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class |
6 |
CALIFORNIA FIRST LEASING Corp |
6 |
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C |
6 |
WC Walker & Associates, Inc. |
6 |
V2 Financial group LLC |
6 |
WealthBridge Investment Counsel Inc. |
6 |
JNL SERIES TRUST - JNL/Neuberger Berman Gold Plus Strategy Fund (I) |
6 |
FTSIX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund Institutional Shares |
6 |
ABG Innovation Capital Partners III GP Ltd |
6 |
GBSAX - AMERICAN BEACON FUNDS - American Beacon Bahl & Gaynor Small Cap Growth Fund A Class |
6 |
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor |
6 |
AltraVue Capital, LLC |
6 |
IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF |
6 |
Spf Beheer Bv |
6 |
JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I) |
6 |
BlackRock Innovation & Growth Trust |
6 |
FNGAX - FRANKLIN GLOBAL TRUST - Franklin International Growth Fund CLASS A |
6 |
Oikos Holdings Llc |
6 |
DDFG, Inc |
6 |
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class |
6 |
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I |
6 |
PARUS FINANCE (UK) Ltd |
6 |
Western Asset Middle Market Income Fund Inc. |
6 |
New Germany Fund Inc |
6 |
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class |
6 |
VTUIX - Advisers Investment Trust - Vontobel U.S. Equity Institutional Fund Class I Shares |
6 |
Franchise Capital Ltd |
6 |
SMDMX - FIDELITY UNION STREET TRUST - Fidelity Maryland Municipal Income Fund |
6 |
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares |
6 |
APEEX - Advisors' Inner Circle Fund III - Aperture Endeavour Equity Fund Class X Shares |
6 |
Hays Series Trust |
6 |
CFCV - ActiveShares ETF Trust - CLEARBRIDGE FOCUS VALUE ETF |
6 |
Aisling Capital IV, LP |
6 |
Platinum Grove Asset Management, LP |
6 |
MPAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Advantage Portfolio Class I |
6 |
IMCDX - Voya Separate Portfolios Trust - Voya Emerging Markets Corporate Debt Fund Class P |
6 |
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund |
6 |
TFI - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Municipal Bond ETF |
6 |
Adamcapital Gestao De Recursos Ltda. |
6 |
Karsch Capital Management Lp |
6 |
ZFLAX - Trust for Advised Portfolios - Ziegler Senior Floating Rate Fund Class A |
6 |
FDHAX - FIRST TRUST SERIES FUND - First Trust Short Duration High Income Fund Class A |
6 |
BICK - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust BICK Index Fund |
6 |
Stewart W P & Co Ltd |
6 |
Allied Irish Banks Plc |
6 |
Highland Floating Rate Opportunities Fund |
6 |
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares |
6 |
EWEAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic World Equity Fund Class A |
6 |
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class |
6 |
NorthLanding Financial Partners, LLC |
6 |
VCAIX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares |
6 |
CLFFX - World Funds Trust - Clifford Capital Partners Fund Investor Class |
6 |
American Beacon Apollo Total Return Fund |
6 |
CENTX - NORTHERN LIGHTS FUND TRUST III - Centerstone Investors Fund Class I |
6 |
Longitude Capital Partners II, LLC |
6 |
PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares |
6 |
Phillips Financial Management, Llc |
6 |
PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund |
6 |
PJIO - PGIM ETF TRUST - PGIM Jennison International Opportunities ETF |
6 |
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I |
6 |
GSIEX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity ESG Fund Institutional |
6 |
CWSIX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Value Fund Class Chartwell |
6 |
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A |
6 |
Deutsche Strategic Income Trust |
6 |
MINV - MATTHEWS INTERNATIONAL FUNDS - Matthews Asia Innovators Active ETF |
6 |
ATP Life Science Ventures, L.P. |
6 |
SPCZ - Listed Funds Trust - RiverNorth Enhanced Pre-Merger SPAC ETF |
6 |
FPA FUNDS TRUST - FPA International Value Fund |
6 |
VBPIX - VANGUARD VALLEY FORGE FUNDS - Vanguard Baillie Gifford Global Positive Impact Stock Fund Investor Shares |
6 |
CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A |
6 |
CIRC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Consumption ETF |
6 |
IAUF - iShares U.S. ETF Trust - iShares Gold Strategy ETF |
6 |
NRES - DBX ETF TRUST - Xtrackers RREEF Global Natural Resources ETF |
6 |
Ark Venture Fund |
6 |
A3 Alternative Credit Fund |
6 |
AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 |
6 |
Vickerman & Driscoll Financial Advisors Inc |
6 |
RSMSX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Small Cap Fund Class A |
6 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1 |
6 |
JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares |
6 |
WSCVX - Walthausen Funds - Walthausen Small Cap Value Fund Investor |
6 |
Ares Management Llc |
6 |
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A |
6 |
EALTX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond Fund Class A |
6 |
Websterrogers Financial Advisors, Llc |
6 |
IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF |
6 |
AZTD - Tidal ETF Trust - Aztlan Global Stock Selection DM SMID ETF |
6 |
Left Brain Wealth Management, LLC |
6 |
Finance Co Of Pennsylvania |
6 |
WISNX - WILLIAM BLAIR FUNDS - William Blair International Small Cap Growth Fund Class N |
6 |
RFTDX - Ranger Funds Investment Trust - Ranger Quest For Income And Growth Fund Investor Class |
6 |
IPOYX - IVY FUNDS - Ivy Emerging Markets Equity Fund Class Y |
6 |
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A |
6 |
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A |
6 |
Lam Group, Inc. |
6 |
Sightline Wealth Advisors, LLC |
6 |
Sofinnova Venture Partners X, L.P. |
6 |
OCEN - IndexIQ ETF Trust - IQ Clean Oceans ETF |
6 |
VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class |
6 |
REEAX - RBC FUNDS TRUST - RBC Emerging Markets Equity Fund Class A |
6 |
Hochman Cole Investment Advisors, Inc. |
6 |
Applied Capital LLC/FL |
6 |
PZVSX - ADVISORS SERIES TRUST - Pzena Small Cap Value Fund Investor Class |
6 |
RWILX - Two Roads Shared Trust - Redwood AlphaFactor Tactical International Fund Class I |
6 |
Waterford Advisors, LLC |
6 |
RIOIX - RBC FUNDS TRUST - RBC International Opportunities Fund Class I |
6 |
Barings Funds Trust - Barings Global High Yield Fund Class A Shares |
6 |
Lone Star Value Management LLC |
6 |
Gill Capital Partners, Llc |
6 |
SMIG - ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF |
6 |
Peg Capital Management Inc /nh/ |
6 |
Third Rock Ventures II, L.P. |
6 |
Milestone Advisory Partners |
6 |
TCP Asset Management, LLC |
6 |
BPESX - BAILLIE GIFFORD FUNDS - Baillie Gifford Positive Change Equities Fund Institutional Class |
6 |
BlackRock ETF Trust - BlackRock Future Climate and Sustainable Economy ETF |
6 |
Compass Rose Asset Management, LP |
6 |
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A |
6 |
ZEMIX - Advisors' Inner Circle Fund III - Ninety One Emerging Markets Equity Fund I Shares |
6 |
PSUYX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Value Fund : Class Y |
6 |
GRES - IndexIQ ETF Trust - IQ Global Resources ETF |
6 |
Clayton Partners LLC |
6 |
Peavine Capital, Llc |
6 |
FEMWX - Fidelity Greenwood Street Trust - Fidelity Equity Market Neutral Fund Fidelity Advisor Equity Market Neutral Fund: Class Z |
6 |
SUGCX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Growth Fund : Class C |
6 |
TRB Advisors LP |
6 |
Collaborative Wealth Managment Inc. |
6 |
EPDPX - Investment Managers Series Trust - EuroPac International Dividend Income Fund Class A |
6 |
EPIVX - Investment Managers Series Trust - EuroPac International Value Fund Class A |
6 |
PENN SERIES FUNDS INC - Large Core Growth Fund |
6 |
WESGX - Investment Managers Series Trust - WCM Focused ESG International Fund Investor Class Shares |
6 |
XOP - SPDR SERIES TRUST - SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF |
6 |
Sandia Holdings, LLC |
6 |
PENN SERIES FUNDS INC - Mid Core Value Fund |
6 |
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares |
6 |
Atlas Venture Associates IX, LLC |
6 |
Boothe Investment Group, Inc. |
6 |
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I |
6 |
QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF |
6 |
Boyd Wealth Management, LLC |
6 |
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I |
6 |
First Trust Bank, Ltd. |
6 |
BGRWX - TRUST FOR PROFESSIONAL MANAGERS - Barrett Growth Fund |
6 |
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares |
6 |
JZRO - Janus Detroit Street Trust - Janus Henderson Net Zero Transition Resources ETF |
6 |
HEMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Emerging Markets Opportunities Fund Class A |
6 |
SAVIX - UNIFIED SERIES TRUST - Symons Value Institutional Fund Symons Value Institutional |
6 |
5AM Ventures IV, L.P. |
6 |
BUNRX - BULLFINCH FUND INC - Unrestricted Series |
6 |
Otter Creek Management Inc |
6 |
Lasry Marc |
6 |
RCSTX - Red Cedar Fund Trust - Red Cedar Short Term Bond Fund Institutional Class |
6 |
Pacific Ridge Capital Partners, LLC |
6 |
SYE - SSGA Active Trust - SPDR MFS Systematic Core Equity ETF |
6 |
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I |
6 |
Betterment LLC |
6 |
Gca Investment Management, Llc |
6 |
Access Industries Management, Llc |
6 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - International Emerging Markets Account Class 1 |
6 |
TRIGX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Value Equity Fund |
6 |
Curtis Advisory Group, LLC |
6 |
AMRGX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND Series One SERIES ONE CLASS D |
6 |
IBDZ - iSHARES TRUST - iShares iBonds Dec 2034 Term Corporate ETF |
6 |
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF |
6 |
Vivo Ventures VI, LLC |
6 |
ESSIX - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock Fund Class I Shares |
6 |
Lynch Asset Management, Inc. |
6 |
JITIX - JPMorgan Trust I - JPMorgan Intermediate Tax Free Bond Fund Class I |
6 |
Bristol Gate Capital Partners Inc. |
6 |
Profunds - Profund Vp Emerging Markets |
6 |
Oppenheimer Ultra-short Duration Fund |
6 |
JODIX - Advisers Investment Trust - JOHCM US Small Mid Cap Equity Fund Class I |
6 |
WBBNX - WILLIAM BLAIR FUNDS - William Blair Bond Fund Class N |
6 |
Tilson Financial Group, Inc. |
6 |
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A |
6 |
Ariston Services Group |
6 |
GIGAX - Aberdeen Funds - Aberdeen International Equity Fund Class A |
6 |
Gibson Capital, LLC |
6 |
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB |
6 |
RAMSX - Starboard Investment Trust - Roumell Opportunistic Value Fund Institutional Class |
6 |
CHIIX - Starboard Investment Trust - Cavalier Hedged High Income Fund Institutional Class Shares |
6 |
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB |
6 |
RPAR - Tidal ETF Trust - RPAR Risk Parity ETF |
6 |
CWS - AdvisorShares Trust - AdvisorShares Focused Equity ETF |
6 |
J Arnold Wealth Management Co |
6 |
GEOSX - UNIFIED SERIES TRUST - Essex Environmental Opportunities Fund Institutional Class |
6 |
Yeomans Consulting Group, Inc. |
6 |
Allianz Life Insurance Co Of North America |
6 |
Satovsky Asset Management Llc |
6 |
IFPUX - Advisers Investment Trust - Independent Franchise Partners US Equity Fund |
6 |
Dundas Partners LLP |
6 |
Floyd Financial Group Llc |
6 |
LTEBX - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA Class A |
6 |
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund |
6 |
MPYIX - Capitol Series Trust - Meritage Yield-Focus Equity Fund Institutional Shares |
6 |
OHSHX - First Western Funds Trust - First Western Short Duration High Yield Credit Fund Institutional Shares |
6 |
True Vision MN LLC |
6 |
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares |
6 |
WCHN - WisdomTree Trust - WisdomTree ICBCCS S&P China 500 Fund N/A |
6 |
Care Capital III LLC |
6 |
LMAPX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Alternative Credit Fund Class A |
6 |
Sterling Capital Variable Insurance Funds |
6 |
TPRRX - TRANSAMERICA FUNDS - Transamerica Inflation-Protected Securities R |
6 |
Cornerstone Advisors Asset Management, Inc |
6 |
MYCM - SSGA Active Trust - SPDR SSGA My2033 Corporate Bond ETF |
6 |
Clarus Lifesciences III, L.P. |
6 |
WSCAX - WANGER ADVISORS TRUST - Wanger International |
6 |
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I |
6 |
ARIOX - Aristotle Funds Series Trust - Aristotle/Saul Global Equity Fund Class I |
6 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund |
6 |
SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S |
6 |
MPITX - BNY MELLON FUNDS TRUST - BNY Mellon International Fund Class M Shares |
6 |
TL Private Wealth |
6 |
SBHSX - Investment Managers Series Trust - Segall Bryant & Hamill International Small Cap Fund Class A |
6 |
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N |
6 |
Hubbell Strickland Wealth Management, LLC |
6 |
NEED - Direxion Shares ETF Trust - Direxion Daily Consumer Staples Bull 3X Shares |
6 |
FSGJX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Global ex U.S. Low Volatility Index Fund |
6 |
YACKX - AMG FUNDS - AMG Yacktman Fund Class I |
6 |
Bridgewealth Advisory Group, LLC |
6 |
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A |
6 |
Napa Wealth Management |
6 |
Vestia Personal Wealth Advisors |
6 |
Christensen, King & Associates Investment Services, Inc. |
6 |
Nuveen Select Maturities Municipal Fund |
6 |
Sofinnova Capital Vi Fcpr |
6 |
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund |
6 |
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I |
6 |
MVIN - Natixis ETF Trust - Natixis Seeyond International Minimum Volatility ETF |
6 |
RNWOX - FINANCIAL INVESTORS TRUST - RONDURE NEW WORLD FUND Investor Class |
6 |
GUSH - Direxion Shares ETF Trust - Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares |
6 |
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund |
6 |
MABOX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Bond Fund Class |
6 |
HBFBX - HENNESSY FUNDS TRUST - Hennessy Balanced Fund Investor Class |
6 |
PGIRX - FundVantage Trust - Polen Global Growth Fund Investor Class |
6 |
WCMGX - Investment Managers Series Trust - WCM Focused Global Growth Fund Institutional Class |
6 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2025 |
6 |
Planning Center, Inc. |
6 |
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund |
6 |
KKM Financial LLC |
6 |
Bowman & Co S.C. |
6 |
BlackBarn Capital Partners LP |
6 |
Grizzlyrock Capital, Llc |
6 |
EIS - iShares, Inc. - iShares MSCI Israel ETF |
6 |
NGCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Greater China Fund Class A |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century International Fund Service Class |
6 |
Conscious Wealth Investments, Llc |
6 |
Deutsche Global High Income Fund, Inc. |
6 |
TPYAX - Touchstone Funds Group Trust - Touchstone International Esg Equity Fund Class A |
6 |
TVR Capital Management LP |
6 |
Foresight Group Ltd Liability Partnership |
6 |
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class |
6 |
MAVFX - MATRIX ADVISORS VALUE FUND INC - Matrix Advisors Value Fund, Inc. |
6 |
WHGLX - Advisors' Inner Circle Fund - Westwood Largecap Value Fund Institutional Class Shares |
6 |
GGLCX - Gamco Global Series Funds, Inc - Gabelli International Small Cap Fund Class C |
6 |
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF |
6 |
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30 |
6 |
SITEX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS DEBT FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
6 |
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund |
6 |
Candelo Capital Management LP |
6 |
Sofinnova Venture Partners Vii L P |
6 |
Fogel Capital Management, Inc. |
6 |
DURAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG International Core Equity Fund Class A |
6 |
DDM - PROSHARES TRUST - ProShares Ultra Dow30 |
6 |
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF |
6 |
Gordian Advisors LLC |
6 |
Chimera Capital Management LLC |
6 |
HNASX - HOMESTEAD FUNDS INC - Growth Fund |
6 |
ROI Financial Advisors, LLC |
6 |
MFOMX - BNY MELLON FUNDS TRUST - BNY Mellon Focused Equity Opportunities Fund Class M Shares |
6 |
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF |
6 |
Amplify ETF Trust - Amplify Cleaner Living ETF |
6 |
NWLEX - NATIONWIDE MUTUAL FUNDS - Nationwide Long/Short Equity Fund Class A |
6 |
Wealthspan Partners, Llc |
6 |
BSVSX - BAIRD FUNDS INC - Baird SmallCap Value Fund Investor Class |
6 |
Ted Buchan & Co |
6 |
EMFIX - Ashmore Funds - Ashmore Emerging Markets Equity Fund INSTITUTIONAL CLASS |
6 |
EUMV - iSHARES TRUST - iShares Edge MSCI Min Vol Europe ETF |
6 |
Atlas Venture Fund XI, L.P. |
6 |
Dfa Investment Trust Co - The United Kingdom Small Company Series |
6 |
Maxwell Wealth Strategies Inc. |
6 |
Bluepoint Investment Series Trust |
6 |
GWSAX - Gabelli Equity Series Funds Inc - The Gabelli Focus Five Fund Class A |
6 |
Bodenholm Capital AB |
6 |
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class |
6 |
Cvfg Llc |
6 |
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF |
6 |
Granby Capital Management, LLC |
6 |
JFTAX - JPMorgan Trust I - JPMorgan International Advantage Fund Class A |
6 |
PSCC - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Staples ETF |
6 |
Streeterville Capital LLC |
6 |
NorthStar Asset Management LLC /NJ/ |
6 |
BOCHK Asset Management Ltd |
6 |
FPOMX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Payout 2021 Fund Advisor Class |
6 |
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares |
6 |
SUNAMERICA SERIES TRUST - SA Putnam International Growth and Income Portfolio Class 1 |
6 |
NFTY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust India NIFTY 50 Equal Weight ETF |
6 |
LH Capital Markets, LLC |
6 |
SDIV - Global X Funds - Global X SuperDividend ETF |
6 |
Legg Mason Investment Trust |
6 |
Wealth Management Solutions, LLC |
6 |
Gentry Private Wealth, Llc |
6 |
VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF |
6 |
RYEUX - RYDEX SERIES FUNDS - Europe 1.25x Strategy Fund Class H |
6 |
HDOGX - HENNESSY FUNDS TRUST - Hennessy Total Return Fund Investor Class |
6 |
RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H |
6 |
Alexandria Real Estate Equities, Inc. |
6 |
Tao Capital Management LP |
6 |
AEDAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO European Growth Fund Class A |
6 |
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund |
6 |
Tarsadia Capital, LLC |
6 |
Anthracite Investment Company, Inc. |
6 |
MBDFX - AMG Funds I - AMG GW&K Core Bond Fund Class I |
6 |
TIOIX - TIAA-CREF FUNDS - TIAA-CREF International Opportunities Fund Institutional Class |
6 |
KEMX - Krane Shares Trust - KraneShares MSCI Emerging Markets ex China Index ETF |
6 |
Idaho Trust Bank |
6 |
Gator Capital Management, LLC |
6 |
Magnolia Wealth Management, LLC |
6 |
BIIEX - BRANDES INVESTMENT TRUST - Brandes International Equity Fund Class I |
6 |
GGM Financials LLC |
6 |
AIIEX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Growth Fund Class A |
6 |
Steele Capital Management, Inc. |
6 |
Swiss Helvetia Fund, Inc. |
6 |
Typenex Co-Investment, LLC |
6 |
Meros Investment Management, LP |
6 |
PIE - Invesco Exchange-Traded Fund Trust II - Invesco DWA Emerging Markets Momentum ETF |
6 |
UPRIGHT INVESTMENTS TRUST - Upright Growth & Income Fund |
6 |
Madison Strategic Sector Premium Fund |
6 |
LifePlan Financial, LLC |
6 |
Delaware Vip Trust - Delaware Vip Emerging Markets Series Standard Class |
6 |
Coco Enterprises, LLC |
6 |
Fingerlakes Wealth Management, Inc. |
6 |
YUMY - VanEck ETF Trust - VanEck Future of Food ETF |
6 |
Omega Fund VI, L.P. |
6 |
Comprehensive Financial Management LLC |
6 |
Conrad Siegel Investment Advisors, Inc. |
6 |
CGIE - Capital Group International Equity ETF - Capital Group International Equity ETF Share Class |
6 |
Dendur Capital Lp |
6 |
AMS Capital Ltda |
6 |
RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I |
6 |
WPVLX - WEITZ FUNDS - Partners Value Fund - Investor Class |
6 |
CMCMX - CONESTOGA FUNDS - CONESTOGA MICRO CAP FUND Investors Class |
6 |
RiverVest Venture Management LLC |
6 |
ARCH Venture Fund IX, L.P. |
6 |
Ceera Investments, Llc |
6 |
Tsai Capital Corp |
6 |
Custos Family Office, LLC |
6 |
Endicott Management Co |
6 |
Northern Capital Management, Inc. |
6 |
AGQI - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Global Quality Income ETF |
6 |
Fine Capital Partners, L.P. |
6 |
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class |
6 |
AAENX - Cavanal Hill Funds - Strategic Enhanced Yield Fund Class A |
6 |
Light Street Capital Management, Llc |
6 |
Lexington Partners L.P. |
6 |
Dragoneer Investment Group, LLC |
6 |
Klein Pavlis & Peasley Financial, Inc. |
6 |
Access Industries Holdings LLC |
6 |
JHVIX - John Hancock Funds II - International Value Fund Class NAV |
6 |
Capitol Family Office, Inc. |
6 |
BRANDES INVESTMENT TRUST - Brandes U.S. Value Fund Class A |
6 |
Jnl Series Trust - Jnl/causeway International Value Select Fund (a) |
6 |
Salzman & Co., Inc. |
6 |
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 |
6 |
Jnl Series Trust - Jnl/invesco China-india Fund (a) |
6 |
CAMGX - Advisors' Inner Circle Fund - Cambiar Global Equity Fund Investor Class Shares |
6 |
Martel Wealth Advisors Inc |
6 |
INDH - WisdomTree Trust - WisdomTree India Hedged Equity Fund |
6 |
Centaur Capital Partners, L.P. |
6 |
Theory Financial Llc |
6 |
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A) |
6 |
DHTAX - DIAMOND HILL FUNDS - Diamond Hill All Cap Select Fund Class A |
6 |
STTCX - North Square Investments Trust - North Square Trilogy Alternative Return Fund Class C |
6 |
WCFOX - Investment Managers Series Trust - WCM Focused International Opportunities Fund Investor Class Shares |
6 |
EWC - iShares, Inc. - iShares MSCI Canada ETF |
6 |
BancFirst Trust & Investment Management |
6 |
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1 |
6 |
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K |
6 |
Fidelity National Financial, Inc. |
6 |
LZESX - LAZARD FUNDS INC - Lazard International Equity Select Portfolio Open Shares |
6 |
Nitorum Capital, L.P. |
6 |
BlackRock ETF Trust - BlackRock Large Cap Core ETF |
6 |
Fundsmith Investment Services Ltd. |
6 |
POLRX - FundVantage Trust - Polen Growth Fund Investor Class |
6 |
Sc Us (ttgp), Ltd. |
6 |
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A |
6 |
IHYV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Value ETF |
6 |
FundVantage Trust - Polen Growth & Income Fund Institutional Class |
6 |
RYDEX VARIABLE TRUST - Europe 1.25x Strategy Fund Variable Annuity |
6 |
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF |
6 |
Cushing Etf Trust |
6 |
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares |
6 |
ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF |
6 |
FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares |
6 |
Doman Group, LLC |
6 |
Blackstone Holdings II L.P. |
6 |
Aravt Global Llc |
6 |
Ancient Art, L.P. |
6 |
ECNS - iSHARES TRUST - iShares MSCI China Small-Cap ETF |
6 |
MIC Capital Management UK LLP |
6 |
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class |
6 |
Accelerate Investment Advisors LLC |
6 |
CTRU - Ark ETF Trust - ARK Transparency ETF |
6 |
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I |
6 |
Savoir Faire Capital Management, L.P. |
6 |
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A |
6 |
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES |
6 |
Montz Harcus Wealth Management LLC |
6 |
DECMX - Advisors Preferred Trust - BCM Decathlon Moderate Fund Class A |
6 |
CVRD - Madison ETFs Trust - Madison Covered Call ETF |
6 |
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A |
6 |
Kampmann Melissa S. |
6 |
Haywood George Weaver |
6 |
EATV - ADVISORS SERIES TRUST - VegTech Plant-based Innovation & Climate ETF |
6 |
Autonomy Capital (Jersey) L.P. |
6 |
BlueMar Capital Management, LLC |
6 |
Prosperitas Financial LLC |
6 |
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II |
6 |
Must Asset Management Inc. |
6 |
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity |
6 |
Ospraie Management, LLC |
6 |
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class |
6 |
CGMRX - CGM TRUST - CGM Realty Fund |
6 |
Itau USA Asset Management Inc. |
6 |
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF |
6 |
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A |
6 |
SNIEX - BNY Mellon Investment Funds I - BNY Mellon International Equity Fund Class I |
6 |
Silver Oak Advisory Group, Inc. |
6 |
Swan Global Investments, LLC |
6 |
Brauser Michael |
6 |
TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities I2 |
6 |
Marlowe Partners LP |
6 |
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF |
6 |
ShankerValleau Wealth Advisors, Inc. |
6 |
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares |
6 |
Trent Capital Management Inc /nc/ |
6 |
Brentview Investment Management LLC |
6 |
Shariaportfolio, Inc. |
6 |
BRAMX - Blackrock Allocation Target Shares - Bats Series M |
6 |
venBio Global Strategic Fund III, L.P. |
6 |
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares |
6 |
VEGBX - VANGUARD MALVERN FUNDS - Vanguard Emerging Markets Bond Fund Admiral Shares |
6 |
von Borstel & Associates, Inc. |
6 |
Flagship Ventures Fund 2007, L.P. |
6 |
Curran Financial Partners, LLC |
6 |
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I |
6 |
HEMAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Fund Class A |
6 |
FEMYX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Emerging Markets Fund |
6 |
Mayport, Llc |
6 |
Versant Venture Capital V, L.P. |
6 |
VGRAX - Aim Sector Funds (invesco Sector Funds) - Invesco Mid Cap Growth Fund Class A |
6 |
EQ ADVISORS TRUST - EQ/PIMCO Real Return Portfolio Class IB |
6 |
Stumpf Capital Management LLC |
6 |
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF |
6 |
ALTEX - FIRSTHAND FUNDS - Firsthand Alternative Energy Fund |
6 |
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class |
6 |
ANTUX - American Century World Mutual Funds Inc - Non-u.s. Intrinsic Value Fund Investor Class |
6 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. International Growth Fund Series I |
6 |
CHB Investment Group, LLC |
6 |
Marketfield Asset Management LLC |
6 |
TINY - PROSHARES TRUST - ProShares Nanotechnology ETF |
6 |
Aspire Capital Fund, LLC |
6 |
Fidelity Multi-Strategy Credit Fund |
6 |
IEMFX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Equity Fund |
6 |
PBD - Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF |
6 |
ADKSX - Adirondack Funds - Adirondack Small Cap Fund |
6 |
SFFIX - FundVantage Trust - Sirios Focus Fund Series Institutional Class |
6 |
Rutabaga Capital Management Llc/ma |
6 |
Rainey & Randall Investment Management Inc. |
6 |
American Century Investment Management Inc |
6 |
Tavio Capital LLC |
6 |
Carter Financial Group, INC. |
6 |
Nokomis Capital, L.L.C. |
6 |
SFG Wealth Management, LLC. |
6 |
Riverstone Advisors, LLC |
6 |
Trv Gp Ii, Llc |
6 |
Flagship Ventures Fund IV General Partner LLC |
6 |
DIVS - GUINNESS ATKINSON FUNDS - SmartETFs Dividend Builder ETF |
6 |
Cloverdale Capital Management, LLC |
6 |
Zesiger Capital Group Llc |
6 |
LAFAX - COLUMBIA ACORN TRUST - Columbia Acorn International Select Class A |
6 |
Trv Gp, Llc |
6 |
Flower City Capital |
6 |
JUCAX - JANUS INVESTMENT FUND - Janus Henderson Absolute Return Income Opportunities Fund Class A |
6 |
Micawber Capital, LLC |
6 |
Hawkeye Capital Management, LLC |
6 |
WESCAP Management Group, Inc. |
6 |
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB |
6 |
Oppenheimer Dividend Opportunity Fund |
6 |
Manning Paul B |
6 |
Par Capital Management Inc |
6 |
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund |
6 |
MSF Capital, LLC |
6 |
Syncona Portfolio Ltd |
6 |
Yorkville Capital Management, Llc |
6 |
BGCBX - BAILLIE GIFFORD FUNDS - Baillie Gifford China Equities Fund Institutional Class |
6 |
TISLX - TRANSAMERICA FUNDS - Transamerica International Sustainable Equity R6 |
6 |
3i, LP |
6 |
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A |
6 |
Ramsey Asset Management |
6 |
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund |
6 |
Leonard Green & Partners, L.P. |
6 |
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A |
6 |
S Squared Technology, LLC |
6 |
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class |
6 |
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund |
6 |
Madison Scottsdale, LC |
6 |
Foresite Capital Fund V, L.P. |
6 |
Tech Square Trading Lp |
6 |
Harborview Advisors, LLC |
6 |
IBAT - iSHARES TRUST - iShares Energy Storage & Materials ETF |
6 |
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares |
6 |
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Small Cap Value Fund Class R6 |
6 |
Paradice Investment Management LLC |
6 |
REMX - VanEck Vectors ETF Trust - VanEck Vectors Rare Earth/Strategic Metals ETF |
6 |
EFAD - PROSHARES TRUST - ProShares MSCI EAFE Dividend Growers ETF |
6 |
Clear Sky Advisers, LLC |
6 |
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF |
6 |
Bush Odonnell Investment Advisors Inc |
6 |
GMBZX - GuideStone Funds - Impact Bond Fund Investor |
6 |
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF |
6 |
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class |
6 |
FFQZX - FRANKLIN CUSTODIAN FUNDS - Franklin Focused Growth Fund Advisor Class |
6 |
Heirloom Wealth Management |
6 |
GHAAX - VanEck Funds - Global Hard Assets Fund Class A |
6 |
DW Partners, LP |
6 |
RP Management, LLC |
6 |
IRUAX - IVY FUNDS - Delaware Ivy ProShares Russell 2000 Dividend Growers Index Fund Class A |
6 |
ZSB - USCF ETF Trust - USCF Sustainable Battery Metals Strategy Fund |
6 |
GSB Podium Advisors, LLC |
6 |
Columbia Advisory Partners Llc |
6 |
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I |
6 |
OEUR - OSI ETF Trust - O'Shares FTSE Europe Quality Dividend ETF |
6 |
Optima Fund Management Llc |
6 |
UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF |
6 |
Nuveen High Income December 2018 Target Term Fund |
6 |
PBSIX - FundVantage Trust - Polen U.S. Small Company Growth Fund Institutional Class |
6 |
WBAT - WisdomTree Trust - WisdomTree Battery Value Chain and Innovation Fund NA |
6 |
Broad Bay Capital Management, LP |
6 |
EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF |
6 |
Total Wealth Planning, Llc |
6 |
PUTNAM VARIABLE TRUST - Putnam VT International Value Fund Class IA Shares |
6 |
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF |
6 |
Lee Capital Management LP |
6 |
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class |
6 |
Roxbury Capital Management |
6 |
Premier Multi-Series VIT - RCM Dynamic Multi-Asset Plus VIT Portfolio |
6 |
MRCap LP |
6 |
WFEAX - WELLS FARGO FUNDS TRUST - Wells Fargo International Equity Fund Class A |
6 |
Omega Fund V, L.P. |
6 |
Strategic Vision Investment Ltd |
6 |
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A |
6 |
Oribel Capital Management, LP |
6 |
PVFAX - PARADIGM FUNDS - Paradigm Value Fund |
6 |
Washington University |
6 |
Lubar & Co., Inc |
6 |
Wealthshield, Llc |
6 |
PSECX - Pinnacle Capital Management Funds Trust - 1789 Growth and Income Fund Class C Shares |
6 |
PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A |
6 |
FSYMX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable International Equity Fund Fidelity Advisor Sustainable International Equity Fund: Class M |
6 |
IBDK - iSHARES TRUST - iShares iBonds Dec 2019 Term Corporate ETF |
6 |
REGIX - JOHCM Funds Trust - Regnan Global Equity Impact Solutions Class Z Shares |
6 |
IATAX - IVY FUNDS - Ivy Accumulative Fund Class A |
6 |
Broad Peak Investment Holdings Ltd. |
6 |
TELEMUS BEACON INVESTMENT Co LLC |
6 |
FSSGX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable Emerging Markets Equity Fund |
6 |
Tahithromos, L.L.C. |
6 |
EVTR - Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF |
6 |
Oppenheimer Series Fund |
6 |
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund |
6 |
Unterberg Capital LLC |
6 |
FSSEX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable International Equity Fund |
6 |
TANDX - PFS FUNDS - Castle Tandem Fund Institutional |
6 |
Vivo Ventures Vii, Llc |
6 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT International Equity Fund Class 2 |
6 |
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund |
6 |
DWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR (R) S&P (R) International Dividend ETF |
6 |
QFVOX - Pear Tree Funds - Pear Tree Polaris Foreign Value Fund Ordinary Shares |
6 |
Emancipation Management LLC |
6 |
Bodri Capital Management, LLC |
6 |
CCEPX - AMERICAN BEACON FUNDS - American Beacon Continuous Capital Emerging Markets Fund Investor Class |
6 |
Marshall Financial Group Inc /adv |
6 |
Medicxi Growth I LP |
6 |
WBII - Absolute Shares Trust - WBI BullBear Global Income ETF |
6 |
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative |
6 |
Centerstone Investors, LLC |
6 |
Hillcrest Asset Management LLC |
6 |
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares |
6 |
MHOAX - MFS SERIES TRUST III - MFS Global High Yield Fund A |
6 |
RMR Capital Management, LLC |
6 |
Hill Island Financial Llc |
6 |
STSBX - VIRTUS ASSET TRUST - Virtus Seix Short-Term Bond Fund Class A |
6 |
Newport Wealth Strategies, Inc. |
6 |
Cunning Capital Partners, LP |
6 |
LifePlan Investment Advisors, Inc. |
6 |
Murphy Michael R |
6 |
BCONX - Perpetual Americas Funds Trust - Barrow Hanley Credit Opportunities Fund Institutional Shares |
6 |
BSJL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 High Yield Corporate Bond ETF |
5 |
PMSBX - PRINCIPAL FUNDS INC - MidCap Fund (f/k/a MidCap Blend Fund) R-1 |
5 |
ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class |
5 |
Akanthos Capital Management Llc |
5 |
CGXU - Capital Group International Focus Equity ETF - Capital Group International Focus Equity ETF Share Class |
5 |
Atlas Venture Fund VII L P |
5 |
BLACKROCK FUNDS - iShares Edge MSCI Multifactor Intl Index Fund Institutional |
5 |
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A |
5 |
AGPIX - AGF Investments Trust - AGF Global Sustainable Growth Equity Fund Class I |
5 |
PRAIX - PIMCO FUNDS - PIMCO Long-Term Real Return Fund Institutional |
5 |
Guggenheim Energy & Income Fund |
5 |
Nuveen High Income 2020 Target Term Fund |
5 |
Kam Lawrence |
5 |
HEAL - Global X Funds - Global X Telemedicine & Digital Health ETF |
5 |
PACIFIC FUNDS SERIES TRUST - PF Emerging Markets Debt Fund CLASS P |
5 |
Orin Green Financial, LLC |
5 |
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class |
5 |
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND |
5 |
Tyro Capital Management LLC |
5 |
JIFAX - JANUS INVESTMENT FUND - Janus Henderson International Value Fund Class A |
5 |
FICGX - First Investors Equity Funds - First Investors Select Growth Fund Class A |
5 |
DMDV - ETF Series Solutions - AAM S&P Developed Markets High Dividend Value ETF |
5 |
PLEBX - Aristotle Funds Series Trust - Aristotle ESG Core Bond Fund Class I |
5 |
PISEX - Columbia Funds Series Trust II - Columbia Pyrford International Stock Fund Class C |
5 |
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV |
5 |
HEAT - Touchstone ETF Trust - Touchstone Climate Transition ETF |
5 |
FISSX - First Investors Equity Funds - First Investors Special Situations Fund Class A |
5 |
CHNAX - FINANCIAL INVESTORS TRUST - Clough China Fund Investor Shares |
5 |
Pontifax Management 4 G.p. (2015) Ltd. |
5 |
Softbank Group Corp |
5 |
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund |
5 |
Morgan Stanley Income Securities Inc |
5 |
Investment Management Associates Inc /adv |
5 |
AXEAX - Columbia Funds Series Trust II - Columbia Contrarian Europe Fund Class A |
5 |
Venrock Associates Iv L P |
5 |
Teramo Advisors, LLC |
5 |
NDJI - ETF Series Solutions - Nationwide Dow Jones Risk-Managed Income ETF |
5 |
OV Management LLC |
5 |
NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio |
5 |
Vawter Financial, Ltd. |
5 |
RPNIX - RIVERPARK FUNDS TRUST - Riverpark/Next Century Growth Fund Institutional Class Shares |
5 |
Memorial Sloan-Kettering Cancer Center |
5 |
TGICX - TCW FUNDS INC - TCW International Small Cap Fund Class I |
5 |
Deutsche High Income Trust |
5 |
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A |
5 |
EVLU - iSHARES TRUST - iShares MSCI Emerging Markets Value Factor ETF |
5 |
Hawkins Capital L.P. |
5 |
MYCI - SSGA Active Trust - SPDR SSGA My2029 Corporate Bond ETF |
5 |
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II |
5 |
VKSGX - VIRTUS EQUITY TRUST - Virtus KAR Small-Mid Cap Value Fund Class R6 |
5 |
LISOX - LAZARD FUNDS INC - Lazard International Strategic Equity Portfolio Open Shares |
5 |
Sanborn Kilcollin Partners Llc |
5 |
ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares |
5 |
ACLNX - American Century World Mutual Funds Inc - Nt International Growth Fund G Class |
5 |
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A |
5 |
GLLIX - Managed Portfolio Series - Great Lakes Large Cap Value Fund Institutional Class Shares |
5 |
Short Duration High Income Portfolio - Short Duration High Income Portfolio |
5 |
Income Research & Management |
5 |
CALEX - CUTLER TRUST - Cutler Equity Fund |
5 |
VFPIX - FundVantage Trust - Private Capital Management Value Fund Class I |
5 |
Lee Financial Group Hawaii, Inc. |
5 |
SHCDX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Emerging Markets Corporate Debt Fund Class I |
5 |
Evexia Wealth Llc |
5 |
Ai Financial Services Llc |
5 |
NYSAX - NYSA SERIES TRUST - NYSA Fund |
5 |
Talkot Capital, LLC |
5 |
Manchester Management Co Llc |
5 |
HNFIX - HARBOR FUNDS - Harbor Focused International Fund Investor Class |
5 |
KARS - Krane Shares Trust - KraneShares Electric Vehicles and Future Mobility Index ETF |
5 |
Leslie Global Wealth, LLC |
5 |
LIT - Global X Funds - Global X Lithium & Battery Tech ETF |
5 |
OACP - UNIFIED SERIES TRUST - OneAscent Core Plus Bond ETF |
5 |
Charter Oak Partners Management, L.P. |
5 |
TCM Advisors, LLC |
5 |
RiverTree Advisors, LLC |
5 |
PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares |
5 |
MGLBX - Marsico Investment Fund - Marsico Global Fund |
5 |
Sanchez Wealth Management Group |
5 |
KALL - Krane Shares Trust - KraneShares MSCI All China Index ETF |
5 |
CSU Producer Resources, Inc. |
5 |
Frazier Life Sciences VIII, L.P. |
5 |
Managed Account Services Inc |
5 |
Putnam ETF Trust - Putnam PanAgora ESG Emerging Markets Equity ETF - |
5 |
F/M Funds Trust - F/m Investments Large Cap Focused Fund Institutional Class Shares |
5 |
BCPIX - BRANDES INVESTMENT TRUST - Brandes Core Plus Fixed Income Fund Class I |
5 |
IOECX - ICON FUNDS - ICON Equity Income Fund Class C |
5 |
IOCCX - ICON FUNDS - ICON Risk-Managed Balanced Fund Class C |
5 |
LUXE - Emles Trust - Emles Luxury Goods ETF |
5 |
Rocky Mountain Private Wealth Management, L.L.C. |
5 |
Nestle Health Science US Holdings, Inc. |
5 |
GCM Grosvenor Holdings, LLC |
5 |
Harbert Management Corp |
5 |
BBHLX - BBH Trust - BBH Partner Fund - International Equity Class I Shares |
5 |
Dexxon Holdings Ltd. |
5 |
Eagle Capital Growth Fund, Inc. |
5 |
Covalent Partners LLC |
5 |
XHYE - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Energy Sector ETF |
5 |
AEMTX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Equity A |
5 |
SMARX - BRANDES INVESTMENT TRUST - Brandes Separately Managed Account Reserve Trust |
5 |
TPG Advisors LLC |
5 |
Safir Wealth Advisors, LLC |
5 |
RMBPX - RMB INVESTORS TRUST - RMB Japan Fund Class I |
5 |
MNRGX - MANOR INVESTMENT FUNDS INC - Growth Fund |
5 |
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A |
5 |
Sovarnum Capital L.p. |
5 |
Freed Investment Group |
5 |
EUDV - PROSHARES TRUST - ProShares MSCI Europe Dividend Growers |
5 |
Sr One Capital Management, Llc |
5 |
ARVIX - Advisors' Inner Circle Fund III - ARGA INTERNATIONAL VALUE FUND Institutional Shares |
5 |
Axial Capital Management, Llc |
5 |
PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A |
5 |
Gillson Capital LP |
5 |
Trafelet Brokaw Capital Management, L.p. |
5 |
AQGX - Starboard Investment Trust - AI Quality Growth ETF |
5 |
Mercer Investment Management, Inc. |
5 |
Bright Financial Advisors, Inc. |
5 |
MIG Capital, LLC |
5 |
Ratio Wealth Group |
5 |
BAFQX - Brown Advisory Funds - Brown Advisory Emerging Markets Select Fund Institutional Shares |
5 |
BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class |
5 |
BTLSX - BAILLIE GIFFORD FUNDS - Baillie Gifford International Concentrated Growth Equities Fund Institutional Class |
5 |
Northpond Ventures, LLC |
5 |
LIMI - Themes ETF Trust - Themes Lithium & Battery Metal Miners ETF |
5 |
GPEOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Emerging Markets Opportunities Fund Investor Class |
5 |
PQSAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Cap Value Fund Class A |
5 |
PACK Private Wealth, LLC |
5 |
ADPV - Series Portfolios Trust - Adaptiv Select ETF |
5 |
Probabilities Fund Management, LLC |
5 |
MKVHX - MFS SERIES TRUST X - MFS International Large Cap Value Fund R6 |
5 |
FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares |
5 |
PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund |
5 |
VARIABLE INSURANCE PRODUCTS FUND II - Emerging Markets Portfolio Initial Class |
5 |
Silchester International Investors LLP |
5 |
MSEAX - MAINSTAY FUNDS - MainStay MacKay International Equity Fund Class A |
5 |
CARY - Angel Oak Funds Trust - Angel Oak Income ETF |
5 |
ARSFX - Investment Managers Series Trust - Aristotle International Equity Fund Class I |
5 |
GBTFX - US GLOBAL INVESTORS FUNDS - All American Equity Fund |
5 |
Qatar Investment Authority |
5 |
UPUPX - UPRIGHT INVESTMENTS TRUST - Upright Growth Fund |
5 |
Rempart Asset Management Inc. |
5 |
Mittelman Wealth Management |
5 |
Oppenheimer Main Street Funds |
5 |
Turiya Advisors Asia Ltd |
5 |
Morling Financial Advisors, LLC |
5 |
a16z Perennial Management, L.P. |
5 |
BSLNX - Managed Portfolio Series - Smith Group Large Cap Core Growth Fund Investor Class Shares |
5 |
Glendon Capital Management LP |
5 |
USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares |
5 |
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF |
5 |
Wells Financial Advisors INC |
5 |
Adapt Wealth Advisors, Llc |
5 |
Nantahala Capital Partners Limited Partnership |
5 |
JNL SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) |
5 |
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund |
5 |
Donald Smith & Co., Inc. |
5 |
Horizon Advisory Services, Inc. |
5 |
Oskie Capital Management, Llc |
5 |
Tesco Pension Investment Ltd |
5 |
Goldman Capital Management Inc |
5 |
Hutner Daniel Ellsworth |
5 |
ASFIX - FORUM FUNDS - Absolute Strategies Fund Institutional Shares |
5 |
MYCL - SSGA Active Trust - SPDR SSGA My2032 Corporate Bond ETF |
5 |
FHKCX - FIDELITY INVESTMENT TRUST - Fidelity China Region Fund |
5 |
JHMS - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Consumer Staples ETF |
5 |
McHugh Group, LLC |
5 |
Panoramic Investment Advisors, Llc |
5 |
SCVEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Stock Fund Class A |
5 |
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IB |
5 |
Omega Fund IV, L.P. |
5 |
SBFCX - VICTORY PORTFOLIOS - Victory INCORE Investment Grade Convertible Fund Class A |
5 |
Western Asset Middle Market Debt Fund Inc. |
5 |
Soapstone Management L.p. |
5 |
Dupree Financial Group, LLC |
5 |
RAIIX - MANNING & NAPIER FUND, INC. - Rainier International Discovery Series Class I |
5 |
University Of Chicago |
5 |
Denver Wealth Management, Inc. |
5 |
ValueAct Holdings, L.P. |
5 |
Opes Advisors Inc |
5 |
Walter Public Investments Inc. |
5 |
Vickerman Investment Advisors, Inc. |
5 |
HFKVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Tax-Aware Bond Fund Class SDR |
5 |
Intergy Private Wealth, LLC |
5 |
West Wealth Group, LLC |
5 |
Compton Financial Group, LLC |
5 |
Perseverance Asset Management International |
5 |
GAINX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Dividend Builder Fund |
5 |
MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares |
5 |
EELV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF |
5 |
CF Woodford Equity Income Fund |
5 |
Jnl Series Trust - Jnl/ppm America Value Equity Fund (a) |
5 |
Atlas Venture Fund IX, L.P. |
5 |
Bizma Investimentos Ltda |
5 |
BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares |
5 |
Ledge Wealth Management, Inc. |
5 |
Clarus Lifesciences II, L.P. |
5 |
FOCIX - FAIRHOLME FUNDS INC - The Fairholme Focused Income Fund |
5 |
Channing Global Advisors, Llc |
5 |
Hiddenite Capital Partners LP |
5 |
Corundum Trust Company, INC |
5 |
Family CFO Inc |
5 |
AQVVX - AMERICAN BEACON FUNDS - American Beacon Alpha Quant Value Fund Institutional Class |
5 |
FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund |
5 |
Roivant Sciences Ltd. |
5 |
SkyTop Capital Management LLC |
5 |
GAMDX - GOLDMAN SACHS TRUST - Goldman Sachs Local Emerging Markets Debt Fund Class A |
5 |
Zeal Asset Management Ltd |
5 |
Iliad Research & Trading, L.P. |
5 |
Column Group Ii, Lp |
5 |
Penn Mutual Life Insurance Co |
5 |
Heritage Wealth Management, Inc./Texas |
5 |
Hansberger Global Investors Inc/fl |
5 |
Bancreek Capital Management, LP |
5 |
Levitt Capital Management LLC |
5 |
American Planning Services, Inc. |
5 |
Interwest Partners X Lp |
5 |
Kingdom Financial Group LLC. |
5 |
Jnl Series Trust - Jnl/s&p Competitive Advantage Fund (a) |
5 |
BLACKROCK FUNDS - BlackRock Global Equity Absolute Return Fund Class K |
5 |
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A |
5 |
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) |
5 |
Stapp Wealth Management, Pllc |
5 |
Northpond Ventures, LP |
5 |
Topspin Fund L.P. |
5 |
Bain Capital Life Sciences Opportunities III, LP |
5 |
Opus Trading Fund LLC |
5 |
Parkwoods Wealth Partners, LLC |
5 |
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF |
5 |
GQJPX - Advisors' Inner Circle Fund III - GQG PARTNERS INTERNATIONAL QUALITY DIVIDEND INCOME FUND Investor Shares |
5 |
FLXIX - FORUM FUNDS - Absolute Flexible Fund Institutional Shares |
5 |
MSDKX - MORGAN STANLEY INSTITUTIONAL FUND INC - International Resilience Portfolio Class I |
5 |
Jb Capital Partners Lp |
5 |
CWFIX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration High Yield Fund Class Chartwell |
5 |
HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class |
5 |
VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares |
5 |
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio |
5 |
MAWNX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. All Cap Fund Investor Class |
5 |
Gladstone Capital Management LLP |
5 |
ZVNBX - Trust for Advised Portfolios - Zevenbergen Growth Fund Investor Class |
5 |
4Thought Financial Group Inc. |
5 |
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio |
5 |
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund |
5 |
Kabarec Financial Advisors, Ltd. |
5 |
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF |
5 |
Frazier Healthcare VII, L.P. |
5 |
Velanne Asset Management Ltd |
5 |
Apollo Management Holdings GP, LLC |
5 |
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio |
5 |
Founders Fund VI Management, LLC |
5 |
Kraft, Davis & Associates, LLC |
5 |
Huntington Steele LLC |
5 |
Petra Financial Advisors Inc |
5 |
Waypoint Wealth Partners Inc. |
5 |
Ugwumba Chidozie |
5 |
HDPMX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Fund Retail Class |
5 |
Helios Capital Management Pte. Ltd |
5 |
MMSJX - Series Portfolios Trust - MProved Systematic Multi-Strategy Fund Investor Class |
5 |
EMS Capital LP |
5 |
MGHAX - MAINSTAY FUNDS - MainStay Candriam Emerging Markets Debt Fund Class A |
5 |
Elliott Investment Management L.P. |
5 |
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF |
5 |
GHYIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Municipal Fund Institutional |
5 |
MDWDX - 360 Funds - Midwood Long/Short Equity Fund Institutional Class |
5 |
True Bearing Asset Management LP |
5 |
Aternalis Capital Llc |
5 |
UPWD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Social Advancement ETF |
5 |
5AM Ventures V, L.P. |
5 |
Retirement Investment Advisors, Inc. |
5 |
Partners Group Private Equity (master Fund), Llc |
5 |
Private Wealth Group, LLC |
5 |
WOGSX - Oak Associates Funds - White Oak Select Growth Fund |
5 |
SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares |
5 |
StoneCrest Wealth Management, Inc. |
5 |
GUBGX - VICTORY PORTFOLIOS - Victory RS International Fund Class A |
5 |
Apeiron Investment Group Ltd. |
5 |
Mpam Credit Trading Partners L.p. |
5 |
Jnl Series Trust - Jnl/franklin Templeton International Small Cap Fund (a) |
5 |
Growth Equity Opportunities 17, LLC |
5 |
Saya Management Lp |
5 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3 |
5 |
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund |
5 |
Pharmstandard International S.A. |
5 |
Wilsey Asset Management Inc |
5 |
MEOAX - MAINSTAY FUNDS TRUST - MainStay MacKay Emerging Markets Equity Fund Class A |
5 |
Psg Capital Management Trust |
5 |
BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K |
5 |
Harspring Capital Management, LLC |
5 |
Brogan Financial, Inc. |
5 |
Huff W R Asset Management Co Llc /de/ |
5 |
StonePine Asset Management Inc. |
5 |
Integer Wealth Advisors Group LLC |
5 |
Broadwood Partners, L.p. |
5 |
Udine Wealth Management, Inc. |
5 |
KESG - Krane Shares Trust - KraneShares MSCI China ESG Leaders Index ETF |
5 |
L1 Capital Pty Ltd |
5 |
HCMAX - HILLMAN CAPITAL MANAGEMENT INVESTMENT TRUST - Hillman Value Fund No Load Shares |
5 |
Relative Value Partners, LLC |
5 |
UUPIX - Profunds - Ultraemerging Markets Profund Investor Class |
5 |
Edinburgh Partners Ltd |
5 |
Pertento Partners LLP |
5 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Small-Cap Value Series Class A |
5 |
Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF |
5 |
AVEMX - SCHWARTZ INVESTMENT TRUST - Ave Maria Value Fund |
5 |
Jnl Series Trust - Jnl/franklin Templeton Global Multisector Bond Fund (a) |
5 |
Huang James |
5 |
ESIGX - Ashmore Funds - Ashmore Emerging Markets Equity ESG Fund Institutional Class |
5 |
Frazier Healthcare VI, L.P. |
5 |
FIFTHDELTA Ltd |
5 |
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A |
5 |
Vista Finance, Llc |
5 |
Leibman Financial Services, Inc. |
5 |
EWN - iShares, Inc. - iShares MSCI Netherlands ETF |
5 |
DOFAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Strategic Beta Emerging Markets Equity Fund Class A |
5 |
SBIEX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge International Value Fund Class A |
5 |
Canaan Partners VII LLC |
5 |
Junto Capital Management LP |
5 |
Peterson Wealth Advisors, LLC |
5 |
Coliseum Capital Management, LLC |
5 |
Atlas Venture Associates IX, LLC |
5 |
TRANSAMERICA SERIES TRUST - Transamerica Jennison Growth VP Initial |
5 |
Cadence Wealth Management LLC |
5 |
DFND - Reality Shares ETF Trust - REALITY SHARES DIVCON DIVIDEND DEFENDER ETF |
5 |
McBroom & Associates, LLC |
5 |
PICAX - PRINCIPAL FUNDS INC - International Small Company Fund Class A |
5 |
Kr Capital Advisors Inc |
5 |
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L |
5 |
TRANSAMERICA SERIES TRUST - Transamerica Greystone International Growth VP Initial |
5 |
Value Partners Ltd /adv |
5 |
IEMAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Emerging Markets Select Equity Fund Class A |
5 |
Ownership Capital B.V. |
5 |
Highlander Partners, L.P. |
5 |
Chartist Inc /ca/ |
5 |
Aisling Capital II LP |
5 |
Lake Hills Wealth Management, LLC |
5 |
QCILRX - COLLEGE RETIREMENT EQUITIES FUND - Inflation-Linked Bond Account Class R1 |
5 |
Jnl Series Trust - Jnl/s&p Intrinsic Value Fund (a) |
5 |
GSFP - Goldman Sachs ETF Trust - Goldman Sachs Future Planet Equity ETF |
5 |
HJIGX - Manager Directed Portfolios - Hardman Johnston International Growth Fund Institutional Shares |
5 |
Atmos Capital Gestao De Recursos Ltda. |
5 |
Athena Global Investors LLC |
5 |
ORDNX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DIVIDEND GROWTH FUND CLASS I |
5 |
TRANSAMERICA SERIES TRUST - Transamerica TS&W International Equity VP Initial |
5 |
Artha Asset Management LLC |
5 |
Swmg, Llc |
5 |
TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. |
5 |
Standard Pacific Capital Llc/ca |
5 |
Banbury Partners Llc |
5 |
Lauer Wealth, LLC |
5 |
Force Capital Management LLC |
5 |
Villanova Investment Management Co LLC |
5 |
Pps&v Asset Management Consultants, Inc. |
5 |
WCGNX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Growth Fund Class N |
5 |
Securian Funds Trust - SFT Ivy Growth Fund |
5 |
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Growth Equity Fund - Institutional Shares |
5 |
Act Wealth Management, Llc |
5 |
BNY MELLON VARIABLE INVESTMENT FUND - International Value Portfolio - Initial Shares |
5 |
Nextech Crossover I GP S.a r.l. |
5 |
Foothills Asset Management, Ltd. |
5 |
Chautauqua Capital Management |
5 |
IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares |
5 |
First Trust Dynamic Europe Equity Income Fund |
5 |
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares |
5 |
Sage Financial Group Inc |
5 |
Wealth & Pension Services Group, Inc. |
5 |
Condorcet Global Opportunity Fund, LLC |
5 |
Puissance Capital Management LP |
5 |
R.H. Investment Group, LLC |
5 |
AEDVX - American Century International Bond Funds - Emerging Markets Debt Fund Investor Class |
5 |
Menlo Advisors Llc |
5 |
MEMKX - BNY MELLON FUNDS TRUST - BNY Mellon Emerging Markets Fund Class M Shares |
5 |
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF |
5 |
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF |
5 |
PRCNX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Disciplined Equity Fund |
5 |
FYLD - Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF |
5 |
THOAX - THORNBURG INVESTMENT TRUST - Thornburg Global Opportunities Fund - Class A |
5 |
Hudson Executive Capital LP |
5 |
OCSIX - NORTHERN LIGHTS FUND TRUST II - Orchard Small Cap Value Fund Class I Shares |
5 |
Centerline Wealth Advisors, LLC |
5 |
Sib Llc |
5 |
Northcape Capital Pty Ltd |
5 |
Sloy Dahl & Holst, LLC |
5 |
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund |
5 |
NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class |
5 |
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A |
5 |
MPUSX - Gallery Trust - MONDRIAN U.S. SMALL CAP EQUITY FUND Mondrian U.S. Small Cap Equity Fund |
5 |
JSMVX - Managed Portfolio Series - Jackson Square SMID-Cap Growth Fund Investor Class |
5 |
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund |
5 |
Frazier Life Sciences IX, L.P. |
5 |
Sensible Financial Planning & Management, LLC. |
5 |
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF |
5 |
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A |
5 |
PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF |
5 |
ETF Portfolio Partners, Inc. |
5 |
NTHEX - Northeast Investors Trust - Northeast Investors Trust |
5 |
Triarii Capital Management Lp |
5 |
Kooman & Associates |
5 |
Clifford Group, LLC |
5 |
JPMIX - JPMORGAN TRUST IV - JPMorgan Macro Opportunities Fund Class I |
5 |
Rheos Capital Works Inc. |
5 |
SIEYX - SARATOGA ADVANTAGE TRUST - International Equity Portfolio Class A |
5 |
Smith Capital Management Inc /ar/adv |
5 |
James Alpha Funds Trust - Easterly Snow Small Cap Value Fund Class C |
5 |
Baker Boyer National Bank |
5 |
RHS Financial, LLC |
5 |
LCTIX - Leader Funds Trust - Leader Total Return Fund Institutional Class |
5 |
Cypress Financial Planning Llc |
5 |
SCW Capital Management, LP |
5 |
Vernier Capital Partners, Lp |
5 |
OFSIX - ADVISORS SERIES TRUST - O'Shaughnessy Small Cap Value Fund Class I |
5 |
NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A |
5 |
FPCGX - ADVISORS SERIES TRUST - Fort Pitt Capital Total Return Fund |
5 |
Montanaro Asset Management Ltd |
5 |
jvl associates llc |
5 |
Ronit Capital LLP |
5 |
Dominguez Wealth Management Solutions, Inc. |
5 |
Blackrock Real Asset Equity Trust |
5 |
Ceros Financial Services Inc. |
5 |
VIDGX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Growth Fund Investor Shares |
5 |
Calamos ETF Trust - Calamos Convertible Equity Alternative ETF |
5 |
BEMB - iSHARES TRUST - iShares J.P. Morgan Broad USD Emerging Markets Bond ETF |
5 |
FFLYX - AB CAP FUND, INC. - AB FlexFee Large Cap Growth Portfolio Advisor Class |
5 |
Bmt Investment Funds |
5 |
HS Management Partners, LLC |
5 |
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A |
5 |
DOGG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest DJIA Dogs 10 Target Income ETF |
5 |
BGSSX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Stewardship Equities Fund Institutional Class |
5 |
Gkcc, Llc |
5 |
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A |
5 |
Treybourne Wealth Planners, Inc. |
5 |
IVOAX - IVY FUNDS - Ivy Mid Cap Income Opportunities Fund Class A |
5 |
Ponoi Management, LLC |
5 |
GeoSphere Capital Management |
5 |
EYLD - Cambria ETF Trust - Cambria Emerging Shareholder Yield ETF |
5 |
Mader & Shannon Wealth Management, Inc. |
5 |
CNZLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Australia/New Zealand Fund |
5 |
DJIA - Global X Funds - Global X Dow 30 Covered Call ETF |
5 |
Aspire Wealth Management Corp |
5 |
National Investment Services of America, LLC |
5 |
NWAIX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow International Small Cap Fund Class A |
5 |
Value Holdings Management Co. Llc |
5 |
Jnl Variable Fund Llc - Jnl/mellon Dow Index Fund (a) |
5 |
OSCV - ETF Series Solutions - Opus Small Cap Value ETF |
5 |
Hershey Financial Advisers, LLC |
5 |
Ponoi II Management, LLC |
5 |
Novartis Institutes for BioMedical Research, Inc. |
5 |
LIDAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Value Fund Class A |
5 |
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Gold & Special Minerals Fund Class C |
5 |
MEFOX - Ultimus Managers Trust - Meehan Focus Fund |
5 |
FRFDX - FIRST INVESTORS INCOME FUNDS - First Investors Floating Rate Fund Class A |
5 |
Diversified Investment Strategies, LLC |
5 |
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class |
5 |
Cantillon Capital Management Llc |
5 |
IVSBX - IVY FUNDS - Ivy Global Bond Fund Class B |
5 |
AFOEX - Advisors' Inner Circle Fund III - Aperture International Equity Fund Class X Shares |
5 |
VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative |
5 |
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class |
5 |
SeaStone Capital Management, L.P. |
5 |
Hawkes Bay Master Investors (Cayman) L.P. |
5 |
Integrity Financial Corp /WA |
5 |
FLXIX - Unified Series Trust - Absolute Flexible Fund Institutional Shares |
5 |
BKUI - BNY Mellon ETF Trust - BNY Mellon Ultra Short Income ETF |
5 |
CIOAX - CALVERT WORLD VALUES FUND INC - Calvert International Opportunities Fund Class A |
5 |
Berkshire Capital Holdings Inc |
5 |
Mfs Government Markets Income Trust |
5 |
Herr Investment Group LLC |
5 |
Etfidea, Llc |
5 |
Schiavi & Co LLC |
5 |
Chubb Ltd |
5 |
Hahn Capital Management Llc |
5 |
Windle Wealth, LLC |
5 |
GFI Investment Counsel Ltd. |
5 |
Kinsight, LLC |
5 |
Western Asset/claymore Inflation-linked Opportunities & Income Fund |
5 |
GPMCX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Micro Cap Fund Institutional Class |
5 |
Lee Johnson Capital Management, Llc |
5 |
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF |
5 |
CID - Victory Portfolios II - VictoryShares International High Div Volatility Wtd ETF |
5 |
Socorro Asset Management LP |
5 |
Robert Wood Johnson Foundation |
5 |
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Equity Select Portfolio Service Shares |
5 |
AMER - Emles Trust - Emles Made in America ETF |
5 |
Compass Financial Group, INC/SD |
5 |
Stratford Consulting, LLC |
5 |
BlueSpruce Investments, LP |
5 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Emerging Markets Corporate Multi-Sector Account Portfolio |
5 |
Plymouth Lane Capital Management, LLC |
5 |
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF |
5 |
EVBAX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Multisector Income Fund Class A |
5 |
KLXY - Krane Shares Trust - KraneShares Global Luxury Index ETF |
5 |
Merit Investment Management, LLC |
5 |
WELLS FARGO MASTER TRUST - Wells Fargo International Value Portfolio International Value Portfolio |
5 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Columbia Wanger International Equities Fund Class 1 |
5 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Small Cap Value Fund Class 3 |
5 |
InterWest Partners IX, LP |
5 |
Korea Fund Inc |
5 |
ULTRA SERIES FUND - High Income Fund Class I |
5 |
BLACKROCK FUNDS - BlackRock China A Opportunities Fund Institutional |
5 |
KMVAX - KIRR MARBACH PARTNERS FUNDS INC - Kirr, Marbach Partners Value Fund |
5 |
WLTH - NORTHERN LIGHTS FUND TRUST II - LifeGoal Wealth Builder ETF |
5 |
Benchmark Wealth Management, LLC |
5 |
Pessin Norman H |
5 |
LSELECT - First Investors Life Series Funds - First Investors Life Series Select Growth Fund |
5 |
Underhill Investment Management Llc |
5 |
Blue Water Life Science Advisors, LLC |
5 |
FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6 |
5 |
Sofinnova Partners SAS |
5 |
GFFIX - Gator Series Trust - Gator Financial Fund |
5 |
Speece Thorson Capital Group Inc |
5 |
Lara, May & Associates, Llc |
5 |
Oppenheimer Main Street All Cap Fund |
5 |
Kades & Cheifetz LLC |
5 |
Skyline Advisors, Inc. |
5 |
GDVD - Northern Lights Fund Trust IV - R3 Global Dividend Growth ETF |
5 |
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund |
5 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 High Yield Corporate Bond ETF |
5 |
BlueChip Wealth Advisors LLC |
5 |
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class |
5 |
SPRX - Listed Funds Trust - Spear Alpha ETF |
5 |
Allergan plc |
5 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Bond Fund Class 1 |
5 |
Schuler Jack W |
5 |
SBB Research Group LLC |
5 |
Hillview Capital Advisors, LLC |
5 |
Towle & Co |
5 |
Arix Bioscience plc |
5 |
CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class |
5 |
blooom, inc. |
5 |
BGCWX - BAILLIE GIFFORD FUNDS - Baillie Gifford EAFE Choice Fund Class 2 |
5 |
Meredith Wealth Planning |
5 |
Mainsail Financial Group, LLC |
5 |
Van Herk Investments B.v. |
5 |
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class |
5 |
EVX - VanEck Vectors ETF Trust - VanEck Vectors Environmental Services ETF |
5 |
GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class |
5 |
MPM BioVentures IV QP LP |
5 |
Cardinal Point Wealth Management Partners, LLC |
5 |
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A |
5 |
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C |
5 |
Fcpm Iii Services B.v. |
5 |
MPGIX - Capitol Series Trust - Meritage Growth Equity Fund Institutional Shares |
5 |
Bryant Woods Investment Advisors, LLC |
5 |
OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares |
5 |
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class |
5 |
LYFE - 2nd Vote Funds - 2ndVote Life Neutral Plus ETF |
5 |
EGIS - 2nd Vote Funds - 2ndVote Society Defended ETF |
5 |
UGPIX - PROFUNDS - UltraChina ProFund Investor Class |
5 |
SMARX - Datum One Series Trust - BRANDES SEPARATELY MANAGED ACCOUNT RESERVE TRUST |
5 |
BP Capital Fund Advisors, LLC |
5 |
MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF |
5 |
GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A |
5 |
Pelham Capital Ltd. |
5 |
JEMDX - JPMorgan Trust I - JPMorgan Emerging Markets Debt Fund Class I |
5 |
GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I |
5 |
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF |
5 |
Lauterbach Financial Advisors, LLC |
5 |
PRMSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Stock Fund |
5 |
CIGYX - AB CAP FUND, INC. - AB Concentrated International Growth Portfolio Advisor Class |
5 |
LSPSIT - First Investors Life Series Funds - First Investors Life Series Special Situations Fund |
5 |
Acas, Llc |
5 |
Washington Growth Strategies Llc |
5 |
EMAG - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets Aggregate Bond ETF |
5 |
NMLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Style Premia Fund Class A |
5 |
PEAPX - PRINCIPAL FUNDS INC - International Emerging Markets Fund R-3 |
5 |
Brighthouse Funds Trust I - PIMCO Inflation Protected Bond Portfolio Class A |
5 |
TSMDX - Perpetual Americas Funds Trust - Trillium ESG Small/Mid Cap Fund Institutional Shares |
5 |
TDI - Touchstone ETF Trust - Touchstone Dynamic International ETF |
5 |
FAMKX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Markets Fund Class A |
5 |
ICLN - iSHARES TRUST - iShares Global Clean Energy ETF |
5 |
USRD - Themes ETF Trust - Themes US R&D Champions ETF |
5 |
PFFD - Global X Funds - Global X U.S. Preferred ETF |
5 |
DEMAX - Delaware Group Global & International Funds - Delaware Emerging Markets Fund Class A |
5 |
DMAT - Global X Funds - Global X Disruptive Materials ETF |
5 |
Wilshire Associates Inc |
5 |
INDY - iSHARES TRUST - iShares India 50 ETF |
5 |
MSOS - AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF |
5 |
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF |
5 |
PGIM Credit Income Fund |
5 |
CAPTX - Capitol Series Trust - Canterbury Portfolio Thermostat Fund Institutional Shares |
5 |
BFRNX - Perpetual Americas Funds Trust - Barrow Hanley Floating Rate Fund Institutional Shares |
5 |
CUSRX - CULLEN FUNDS TRUST - Cullen Small Cap Value Fund Retail Class |
5 |
Black Creek Investment Management Inc. |
5 |
CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald International Equity Fund Institutional Class |
5 |
CIHDX - CULLEN FUNDS TRUST - Cullen International High Dividend Fund Retail Class |
5 |
BEXFX - BARON SELECT FUNDS - Baron Emerging Markets Fund |
5 |
Strategic Advocates LLC |
5 |
EVHY - Morgan Stanley ETF Trust - Eaton Vance High Yield ETF |
5 |
Sabal Capital Management, LLC |
5 |
CMC Financial Group |
5 |
LSVZX - ADVISORS' INNER CIRCLE FUND - LSV Emerging Markets Equity Fund Institutional Class Shares |
5 |
Union Investments & Development Ltd. |
5 |
KEAT - EA Series Trust - Keating Active ETF |
5 |
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB |
5 |
SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I |
5 |
USCF Advisers LLC |
5 |
Acorn Advisory Capital L.p. |
5 |
BINV - 2023 ETF Series Trust - Brandes International ETF |
5 |
First Eagle Credit Opportunities Fund |
5 |
Park Capital Group, Inc. |
5 |
Kissinger Financial Services LLC |
5 |
NUIAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara International Dividend Growth Fund Class A |
5 |
WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class |
5 |
Philadelphia Investment Partners New Generation Fund |
5 |
Putnam Funds Trust - Putnam Emerging Markets Equity Fund Class A |
5 |
WHGSX - Advisors' Inner Circle Fund - Westwood Smallcap Fund Institutional Class Shares |
5 |
Nuveen Municipal High Income Opportunity Fund |
5 |
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class |
5 |
Ocean Endowment Partners, LLC |
5 |
Iron Park Capital Partners, LP |
5 |
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class |
5 |
Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares |
5 |
Stewardship Advisors, LLC |
5 |
Clarity Capital Partners LLC |
5 |
Devon Park Associates, LLC |
5 |
UPGR - DBX ETF TRUST - Xtrackers US Green Infrastructure Select Equity ETF |
5 |
VICTORY VARIABLE INSURANCE FUNDS - Victory RS International VIP Series Class I |
5 |
Merlin BioMed Private Equity Advisors, L.L.C. |
5 |
Pioneer Series Trust I |
5 |
JPB Foundation |
5 |
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R |
5 |
Berwyn Funds |
5 |
Private Capital Management |
5 |
Bow Street, Llc |
5 |
KilterHowling LLC |
5 |
DSCPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Small Cap Focus Fund |
5 |
Intrepid Capital Management Inc /de/ |
5 |
VAIGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select International Growth Fund Admiral Shares |
5 |
Consolidated Capital Management, Llc |
5 |
CCWSX - BAIRD FUNDS INC - Chautauqua International Growth Fund Investor Class |
5 |
BCPAX - Datum One Series Trust - BRANDES CORE PLUS FIXED INCOME FUND Class A |
5 |
MAPTX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS PACIFIC TIGER FUND Investor Class Shares |
5 |
Baxter International Inc |
5 |
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF |
5 |
ARINX - ARCHER INVESTMENT SERIES TRUST - Archer Income Fund |
5 |
CFSIX - Touchstone Funds Group Trust - Touchstone Sands Capital Select Growth Fund Class Y |
5 |
PSDM - PGIM ETF TRUST - PGIM Short Duration Multi-Sector Bond ETF |
5 |
Yg Partners, Llc |
5 |
Concentrum Wealth Management |
5 |
CLMA - Tidal ETF Trust - iClima Global Decarbonization Transition Leaders ETF |
5 |
Cincinnati Indemnity Co |
5 |
Standard General L.P. |
5 |
Innovative Portfolios |
5 |
Mpi Investment Management, Inc. |
5 |
Lind Global Macro Fund LP |
5 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco International Select Equity Fund Class A |
5 |
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class |
5 |
Constant Guidance Financial LLC |
5 |
ELCV - Strategy Shares - Eventide High Dividend ETF |
5 |
TFSCX - TEMPLETON INSTITUTIONAL FUNDS - Foreign Smaller Companies Series Advisor Class |
5 |
Francis Financial, Inc. |
5 |
DDSTX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Disciplined Stock Fund |
5 |
NUBAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Unconstrained Bond Fund Class A |
5 |
DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF |
5 |
EQ ADVISORS TRUST - 1290 VT Natural Resources Portfolio Class IB |
5 |
CGIC - Capital Group International Core Equity ETF - Capital Group International Core Equity ETF Share Class |
5 |
SSCVX - Columbia Funds Series Trust II - Columbia Select Small Cap Value Fund Class A |
5 |
Mountaineer Partners Management, LLC |
5 |
TAGStone Capital, Inc. |
5 |
DYAPX - BNY MELLON STOCK FUNDS - BNY Mellon International Small Cap Fund Class A |
5 |
AMVAX - Columbia Funds Series Trust II - Columbia Small/Mid Cap Value Fund Class A |
5 |
VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF |
5 |
Findell Capital Management Llc |
5 |
PEDGX - PRINCIPAL FUNDS INC - EDGE MidCap Fund Institutional |
5 |
HTAB - Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF |
5 |
Stordahl Capital Management, Inc. |
5 |
Dfa Investment Trust Co - The Asia Pacific Small Company Series |
5 |
REBAX - Columbia Funds Series Trust II - Columbia Emerging Markets Bond Fund Class A |
5 |
Cmt Trading Llc |
5 |
BCSFX - Brown Capital Management Mutual Funds - The Brown Capital Management International Small Company Fund Institutional Shares |
5 |
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional |
5 |
MVSGX - HARBOR FUNDS - Harbor Strategic Growth Fund Institutional Class |
5 |
PIMCO FUNDS - PIMCO Low Duration Portfolio |
5 |
Panacea Innovation Ltd |
5 |
Thornmark Asset Management Inc. |
5 |
HawsGoodwin Investment Management LLC |
5 |
ProQuest Investments IV, L.P. |
5 |
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES |
5 |
TEDMX - TEMPLETON DEVELOPING MARKETS TRUST - Templeton Developing Markets Trust Class A |
5 |
Nixon Capital, LLC |
5 |
WCMSX - Investment Managers Series Trust - WCM International Small Cap Growth Fund Institutional Class Shares |
5 |
Nishkama Capital, LLC |
5 |
Varenne Capital Partners |
5 |
Panoramic Capital, LLC |
5 |
Pennington Partners & Co., Llc |
5 |
Goldman Sachs ETF Trust - Goldman Sachs India Equity ETF |
5 |
Wernau Asset Management Inc. |
5 |
Meridiem Capital Partners LP |
5 |
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2 |
5 |
Wealthcare Capital Partners, LLC |
5 |
Alamea Verwaltungs GmbH |
5 |
Strategic Planning, Inc. |
5 |
Sage Investment Counsel LLC |
5 |
APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF |
5 |
Nicholson Meyer Capital Management, Inc. |
5 |
Gallagher Capital Advisors, LLC |
5 |
Richmond Investment Services, LLC |
5 |
VSDB - VANGUARD MALVERN FUNDS - Vanguard Short Duration Bond ETF ETF Shares |
5 |
Liberty Square Wealth Partners Llc |
5 |
Wilkins Miller Wealth Management, LLC |
5 |
Weinberger Asset Management, Inc |
5 |
Croban |
5 |
FACBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series C |
5 |
Albar Capital Partners LLP |
5 |
QSM Asset Management Ltd |
5 |
Grove Street Fiduciary, LLC |
5 |
October Effect Ltd |
5 |
SCDV - ETF Series Solutions - Bahl & Gaynor Small Cap Dividend ETF |
5 |
RK Capital Management, LLC/FL |
5 |
BIOS Capital Management, LP |
5 |
Decagon Asset Management LLP |
5 |
L.K. Benson & Company, P.C. |
5 |
Pinpoint Asset Management (Singapore) Pte. Ltd. |
5 |
Lord & Richards Wealth Management, LLC |
5 |
Aegis Wealth Management LLC |
5 |
Optima Capital Llc |
5 |
General Pension Society PZU Joint Stock Co |
5 |
Campbell Deegan Wealth Management, LLC |
5 |
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF |
5 |
Harold Davidson & Associates Inc. |
5 |
Thoma Capital Management LLC |
5 |
CIBRA Capital Ltd |
5 |
TCW ETF Trust - TCW Multisector Credit Income ETF |
5 |
M1 Capital Management LLC |
5 |
Landing Point Financial Group, LLC |
5 |
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF |
5 |
IEMSX - NORTHERN LIGHTS FUND TRUST III - ABS Insights Emerging Markets Fund Super Institutional Class Shares |
5 |
Morey & Quinn Wealth Partners, LLC |
5 |
FFGX - FIDELITY COVINGTON TRUST - Fidelity Fundamental Global ex-U.S. ETF |
5 |
Clune & Associates, Ltd. |
5 |
Broadway Wealth Solutions, Inc. |
5 |
FEGE - RBB Fund Trust - First Eagle Global Equity ETF |
5 |
Disciplined Investors, L.L.C. |
5 |
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class |
5 |
Elevation Series Trust - The Opal Dividend Income ETF |
5 |
Partners in Financial Planning |
5 |
Frederick Financial Consultants, LLC |
4 |
INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y |
4 |
Ptm Wealth Management, Llc |
4 |
Pillar Financial Advisors, LLC |
4 |
abrdn Funds - abrdn Focused U.S. Small Cap Active ETF |
4 |
JXX - Janus Detroit Street Trust - Janus Henderson Transformational Growth ETF |
4 |
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF |
4 |
Kelly Financial Group Llc |
4 |
Master's Wealth Management Inc. |
4 |
Vista Cima Wealth Management LLC |
4 |
Pollock Investment Advisors, LLC |
4 |
Lifelong Wealth Advisors, Inc. |
4 |
Arrow Capital Pty Ltd |
4 |
Tandem Investment Partners LLC |
4 |
Rainier Family Wealth Inc |
4 |
Wisconsin Wealth Advisors, LLC |
4 |
Nutshell Asset Management Ltd |
4 |
Park Capital Management, LLC / WI |
4 |
JHCP - John Hancock Exchange-Traded Fund Trust - John Hancock Core Plus Bond ETF |
4 |
JHCR - John Hancock Exchange-Traded Fund Trust - John Hancock Core Bond ETF |
4 |
TURF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Natural Resources ETF |
4 |
Joel Adams & Associates, Inc. |
4 |
Night Squared LP |
4 |
BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF |
4 |
Kintayl Capital LP |
4 |
Charter Capital Management, LLC\DE |
4 |
GGUIX - abrdn Funds - abrdn Focused U.S. Small Cap Equity Fund Institutional Class |
4 |
QTOP - iSHARES TRUST - iShares Nasdaq Top 30 Stocks ETF |
4 |
Puff Wealth Management, Llc |
4 |
Talaria Asset Management Pty Ltd |
4 |
Collier Financial |
4 |
VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares |
4 |
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund |
4 |
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF |
4 |
Longview Financial Advisors LLC |
4 |
Tripletail Wealth Management, LLC |
4 |
Hickory Asset Management, Inc. |
4 |
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF |
4 |
Winebrenner Capital Management Llc |
4 |
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. |
4 |
Legacy Solutions, Llc |
4 |
St. Nicholas Private Asset Management, Inc |
4 |
GROZ - Zacks Trust - Zacks Focus Growth ETF |
4 |
TCPB - Thrivent ETF Trust - Thrivent Core Plus Bond ETF |
4 |
Kagan Cocozza Asset Management |
4 |
BGPFX - BAILLIE GIFFORD FUNDS - Baillie Gifford Developed EAFE All Cap Fund Class 3 |
4 |
FEOE - RBB Fund Trust - First Eagle Overseas Equity ETF |
4 |
IBCA - iSHARES TRUST - iShares iBonds Dec 2035 Term Corporate ETF |
4 |
LongView Asset Management LLC |
4 |
Hutchinson Financial Advisors, INC |
4 |
Headland Capital, LLC |
4 |
MFSI - MFS Active Exchange Traded Funds Trust - MFS Active International ETF |
4 |
IFLO - Victory Portfolios II - VictoryShares International Free Cash Flow ETF |
4 |
Global View Capital Management LLC |
4 |
Byrne Financial Freedom, Llc |
4 |
DRISX - Exchange Place Advisors Trust - NORTH SQUARE SMALL CAP VALUE FUND Class I |
4 |
THIBX - THORNBURG INVESTMENT TRUST - Thornburg High Income Bond Managed Account Fund Class SMA |
4 |
Mfg Wealth Management, Inc. |
4 |
Foundation Wealth Management, LLC\PA |
4 |
Littlejohn Financial Services, Inc. |
4 |
ACVT - RBB Fund Trust - Advent Convertible Bond ETF |
4 |
Baer Investment Advisory LLC |
4 |
Michels Family Financial, LLC |
4 |
FORM Wealth Advisors, LLC |
4 |
Hamilton Capital Partners, Llc |
4 |
Lincoln Alternative Strategies LLC |
4 |
Panoramic Capital Partners, LLC |
4 |
TXUE - Thornburg ETF Trust - Thornburg International Equity ETF |
4 |
JAKWX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class NAV |
4 |
Coign Capital Advisors LLC |
4 |
Freedom Financial Partners LLC |
4 |
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I |
4 |
NBTR - Neuberger Berman ETF Trust - Neuberger Berman Total Return Bond ETF |
4 |
Hobbs Wealth Management, LLC |
4 |
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II |
4 |
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A |
4 |
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I |
4 |
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y |
4 |
Four Tree Island Advisory LLC |
4 |
TCW ETF Trust - TCW High Yield Bond ETF |
4 |
Momentous Wealth Management, Inc. |
4 |
ATQIX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class I |
4 |
CIVVX - Causeway Capital Management Trust - Causeway International Value Fund - Investor Class |
4 |
TOGA - Managed Portfolio Series - Tremblant Global ETF |
4 |
BMVSX - BAIRD FUNDS INC - Baird Small/Mid Cap Value Fund Investor Class |
4 |
BTMIX - BAIRD FUNDS INC - Baird Short-Term Municipal Bond Fund Institutional Class |
4 |
NZS Capital, LLC |
4 |
CMBEX - World Funds Trust - Curasset Capital Management Core Bond Fund Founders Class |
4 |
CLTAX - MUTUAL FUND SERIES TRUST - Catalyst/Lyons Tactical Allocation Fund Class A |
4 |
CTVAX - MUTUAL FUND SERIES TRUST - Catalyst Small-Cap Insider Buying Fund Class A |
4 |
Discovery Group I, LLC |
4 |
HNRIX - HENNESSY FUNDS TRUST - Hennessy BP Energy Fund Institutional Class |
4 |
RWGFX - RIVERPARK FUNDS TRUST - RiverPark/Wedgewood Fund Retail Class |
4 |
KOOL - Spinnaker ETF Series - North Shore Equity Rotation ETF |
4 |
JACKSON VARIABLE SERIES TRUST - JNL/FAMCO Flex Core Covered Call Fund (A) |
4 |
Svf Investments (uk) Ltd |
4 |
NWGPX - NATIONWIDE MUTUAL FUNDS - Nationwide WCM Focused Small Cap Fund Class A |
4 |
Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF |
4 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust International Developed Capital Strength Portfolio Class I |
4 |
BIABX - Brown Advisory Funds - Brown Advisory Strategic Bond Fund Institutional Shares |
4 |
BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares |
4 |
BIAUX - Brown Advisory Funds - Brown Advisory Small-Cap Fundamental Value Fund Investor Shares |
4 |
Ecofi Investissements Sa |
4 |
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares |
4 |
Forethought Variable Insurance Trust - Global Atlantic PIMCO Tactical Allocation Portfolio |
4 |
Fiera Capital Series Trust - FIERA CAPITAL EMERGING MARKETS FUND Investor Class |
4 |
Whitcomb & Hess, Inc. |
4 |
Growth Equity Opportunities V, LLC |
4 |
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A |
4 |
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares |
4 |
EGFIX - Advisors' Inner Circle Fund - Edgewood Growth Fund Institutional Class Shares |
4 |
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV |
4 |
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund |
4 |
AQQIX - AMERICAN BEACON FUNDS - American Beacon Alpha Quant Quality Fund Institutional Class |
4 |
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class |
4 |
PACIFIC SELECT FUND - International Value Portfolio Class I |
4 |
Carronade Capital Management, LP |
4 |
Aym Capital, Llc |
4 |
ISARX - AB CAP FUND, INC. - AB International Strategic Core Portfolio Class A |
4 |
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF - |
4 |
SCHY - SCHWAB STRATEGIC TRUST - Schwab International Dividend Equity ETF |
4 |
5th Street Advisors, LLC |
4 |
FXED - Tidal ETF Trust - Sound Enhanced Fixed Income ETF |
4 |
Machado Patrick |
4 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2019 |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class |
4 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Growth Portfolio Class A |
4 |
BSJK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 High Yield Corporate Bond ETF |
4 |
Acorns Advisers, LLC |
4 |
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF |
4 |
Penobscot Wealth Management |
4 |
PSCE - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Energy ETF |
4 |
New Silk Road Investment Pte Ltd |
4 |
Codex Capital Asset Management L.L.C. |
4 |
GEN Financial Management, INC. |
4 |
BGVIX - BRANDES INVESTMENT TRUST - Brandes Global Equity Fund Class I |
4 |
BISMX - BRANDES INVESTMENT TRUST - Brandes International Small Cap Equity Fund Class I |
4 |
PFXF - VanEck Vectors ETF Trust - VanEck Vectors Preferred Securities ex Financials ETF |
4 |
IPDPX - Collaborative Investment Series Trust - Dividend Performers Class I |
4 |
PHSWX - MSS Series Trust - Parvin Hedged Equity Solari World Fund |
4 |
Jnl Series Trust - Jnl/ppm America Small Cap Value Fund (a) |
4 |
Jnl Series Trust - Jnl/s&p Total Yield Fund (a) |
4 |
Jnl Series Trust - Jnl/doubleline Emerging Markets Fixed Income Fund (a) |
4 |
IMFD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Defensive Core Fixed Income ETF |
4 |
DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A |
4 |
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A |
4 |
IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class |
4 |
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P |
4 |
AWWIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS INTERNATIONAL GROWTH FUND Institutional Class Shares |
4 |
ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z |
4 |
LOPPTY - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Opportunity Fund |
4 |
NEMAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Emerging Markets Equity Fund Class A |
4 |
EMSQX - SCM Trust - Shelton Emerging Markets Fund Institutional Shares |
4 |
Morgan Stanley Emerging Markets Fund Inc |
4 |
BCIL - Exchange Listed Funds Trust - Bancreek International Large Cap ETF |
4 |
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class |
4 |
DC Funds, LP |
4 |
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class |
4 |
FIUSX - First Investors Equity Funds - First Investors Opportunity Fund Class A |
4 |
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund |
4 |
ETNRX - MUTUAL FUND SERIES TRUST - Eventide Core Bond Fund Class N Shares |
4 |
ATDAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Endeavor Fund Class A |
4 |
Codex Capital, L.L.C. |
4 |
Blech Isaac |
4 |
IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A |
4 |
AOHY - Angel Oak Funds Trust - Angel Oak High Yield Opportunities ETF |
4 |
ULTY - Tidal Trust II - YieldMax Ultra Option Income Strategy ETF |
4 |
RTHAX - RUSSELL INVESTMENT CO - Tax-Exempt High Yield Bond Fund Class A |
4 |
Mcmorgan & Co Llc |
4 |
NUSB - Nushares ETF Trust - Nuveen Ultra Short Income ETF |
4 |
Sensible Money, LLC |
4 |
LMORX - Advisor Managed Portfolios - Patient Opportunity Trust Class R |
4 |
Blackrock Ecosolutions Investment Trust |
4 |
Blackrock Dividend Income Trust |
4 |
LGHT - Spinnaker ETF Series - Langar Global HealthTech ETF |
4 |
Benefit Street Partners LLC |
4 |
Meehan Mutual Funds, Inc. |
4 |
AMDWX - AMANA MUTUAL FUNDS TRUST - Amana Developing World Fund Investor Shares |
4 |
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc. |
4 |
Wallace Hart LLC |
4 |
Relational Investors Llc |
4 |
Master Basic Value Llc |
4 |
Boston Mountain Money Management Inc |
4 |
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES |
4 |
Perissos Private Wealth Management, LLC |
4 |
5am Ventures Iii, L.p. |
4 |
Mason Capital Fund Trust - Fundamentals First ETF |
4 |
Coordinated Financial Services, Inc./CO |
4 |
BHR Capital LLC |
4 |
Prudent Investors Network |
4 |
New Insight Wealth Advisors |
4 |
Provident Co of the Employees of the Hebrew University LTD |
4 |
potrero capital research llc |
4 |
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF |
4 |
Coastal Investment Management, L.p. |
4 |
Marathon Partners Equity Management, LLC |
4 |
RJMG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Raymond James Multicap Growth Equity ETF |
4 |
Hilltop Wealth Advisors, Llc |
4 |
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF |
4 |
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF |
4 |
Settian Capital LP |
4 |
Mass Ave Global Inc. |
4 |
Third Rock Ventures IV, L.P. |
4 |
JNE Partners LLP |
4 |
Western Asset Diversified Income Fund |
4 |
Longitude Capital Partners, LLC |
4 |
Nuveen Core Plus Impact Fund |
4 |
IMZ Advisory Inc |
4 |
Eagle Capital Appreciation Fund |
4 |
JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF |
4 |
SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF |
4 |
DODEX - DODGE & COX FUNDS - Dodge & Cox Emerging Markets Stock Fund |
4 |
MJUS - ETF Managers Trust - ETFMG U.S. Alternative Harvest ETF |
4 |
Column Group L P |
4 |
Hart & Patterson Financial Group Llc |
4 |
Duggan Robert W |
4 |
HG Vora Capital Management, LLC |
4 |
Essetifin SPA |
4 |
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I |
4 |
Wiser Wealth Management, Inc |
4 |
Parker Investment Management, LLC |
4 |
JFL Capital Management, LLC |
4 |
Doogan Declan |
4 |
Zeno Equity Partners LLP |
4 |
MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I |
4 |
Marks Wealth, LLC |
4 |
SHEH - Precidian ETFs Trust - Shell plc ADRhedged |
4 |
Elliott Associates, L.P. |
4 |
CSD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P Spin-Off ETF |
4 |
Jdc-jsc L.p. |
4 |
Managed High Yield Plus Fund Inc |
4 |
MSA Advisors, LLC |
4 |
Westport Funds |
4 |
Jeereddi Investments, LP |
4 |
Appleton Funds |
4 |
Skyline Venture Partners V LP |
4 |
Arctis Global LLC |
4 |
Ascension Capital Advisors, Inc. |
4 |
Eight 31 Financial Llc |
4 |
Keyes, Stange & Wooten Wealth Management, LLC |
4 |
Sessa Capital (Master), L.P. |
4 |
Client 1st Advisory Group, Llc |
4 |
Financial Strategies Group, Inc. |
4 |
Invus Financial Advisors, LLC |
4 |
Growth Equity Opportunities Fund III, LLC |
4 |
Brown University |
4 |
Duff & Phelps Utility & Corporate Bond Trust Inc |
4 |
Quogue Capital LLC |
4 |
EEB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BRIC ETF |
4 |
Stewart Asset Management, LLC |
4 |
AidennLair Capital Management LP |
4 |
Latash Investments, LLC |
4 |
Advent International Corp/ma |
4 |
Western Asset Managed High Income Fund Inc. |
4 |
Western Asset Global Partners Income Fund Inc. |
4 |
Durable Capital Partners LP |
4 |
LSP V Cooperatieve U.A. |
4 |
Clear Rock Advisors, LLC |
4 |
Motley Fool Funds Trust |
4 |
Woodson Capital Management, LP |
4 |
Kimberlite Investment Trust |
4 |
Objectivity Squared, LLC |
4 |
TREBX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Bond Fund |
4 |
American Funds Global High-income Opportunities Fund |
4 |
Mic Capital Partners (public) (us) Im, Llc |
4 |
Novo Nordisk A S |
4 |
Halter Ferguson Financial Inc. |
4 |
BCU Wealth Advisors, LLC |
4 |
Austin Josiah T |
4 |
Hoge Financial Services, Llc |
4 |
Bey-Douglas LLC |
4 |
Shared Vision Wealth Group LLC |
4 |
Wealth Group Ltd |
4 |
WuXi AppTec Co., Ltd. |
4 |
Power Wealth Management Llc |
4 |
GIC Private Ltd |
4 |
Solutions 4 Wealth, Ltd |
4 |
No Street GP LP |
4 |
Financial Symmetry Inc |
4 |
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class |
4 |
Private Wealth Strategies, L.L.C. |
4 |
WCPBX - WEITZ FUNDS - Core Plus Income Fund - Institutional Class |
4 |
McNaughton Wealth Management, LLC |
4 |
WPOPX - WEITZ FUNDS - Partners III Opportunity Fund - Institutional Class |
4 |
Central Square Management LLC |
4 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 High Yield Corporate Bond ETF |
4 |
OHSHX - RBB FUND, INC. - Oakhurst Short Duration High Yield Credit Fund Institutional Shares |
4 |
Sylebra Capital Ltd |
4 |
Bayberry Capital Partners LP |
4 |
FEBEX - FIDELITY INCOME FUND /MA/ - Fidelity Environmental Bond Fund Fidelity Advisor Environmental Bond Fund: Class M |
4 |
PANTHERA INVESTMENT GmbH |
4 |
Generation Investment Management Llp |
4 |
Manulife Financial Corp |
4 |
FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund |
4 |
SAOPX - Segall Bryant & Hamill Trust - Barrett Opportunity Fund Retail Class |
4 |
Archvest Wealth Advisors, Inc. |
4 |
Invesco Dynamic Credit Opportunity Fund |
4 |
Eldred Rock Partners, LLC |
4 |
RWQ Financial Management Services, Inc. |
4 |
ODonnell Financial Services, LLC |
4 |
VNGYX - Advisors' Inner Circle Fund II - Vontobel Global Equity Fund Y Shares |
4 |
GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class |
4 |
GPIIX - Grandeur Peak Global Trust - Grandeur Peak International Opportunities Fund Institutional Class |
4 |
GPEOX - Grandeur Peak Global Trust - Grandeur Peak Emerging Markets Opportunities Fund Investor Class |
4 |
GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class |
4 |
DELAWARE VIP TRUST - Delaware VIP Covered Call Strategy Series Standard |
4 |
DARP - Tidal Trust II - Grizzle Growth ETF |
4 |
Cliffwater Corporate Lending Fund |
4 |
STXT - EA Series Trust - Strive Total Return Bond ETF |
4 |
FTWO - EA Series Trust - Strive FAANG 2.0 ETF |
4 |
CSMD - PROFESSIONALLY MANAGED PORTFOLIOS - Congress SMid Growth ETF |
4 |
Amplify ETF Trust - Amplify Cash Flow High Income ETF |
4 |
FLRT - Pacific Global ETF Trust - Pacific Global Senior Loan ETF |
4 |
Hi-Line Capital Management, LLC |
4 |
Walton Thomas Layton |
4 |
TPIAX - TIMOTHY PLAN - Timothy Plan International Fund Class A |
4 |
SEMBX - ADVISORS SERIES TRUST - Semper Brentview Dividend Growth Equity Fund Institutional Class |
4 |
FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P |
4 |
FCIRX - MAINSTAY FUNDS TRUST - MainStay PineStone International Equity Fund Class A |
4 |
Fiera Capital Series Trust - FIERA CAPITAL U.S. EQUITY LONG-TERM QUALITY FUND Institutional Class |
4 |
Brio Capital Master Fund Ltd. |
4 |
TPAIX - TIMOTHY PLAN - Timothy Israel Common Values Fund Class A |
4 |
FMSGX - FRONTIER FUNDS, INC. - Frontier MFG Global Sustainable Fund Institutional Class Shares |
4 |
Boxwood Ventures, Inc. |
4 |
Trustees Of The University Of Pennsylvania |
4 |
LUXX - Listed Funds Trust - Roundhill S&P Global Luxury ETF |
4 |
Western Asset Emerging Markets Debt Fund Inc. |
4 |
UPRIGHT INVESTMENTS TRUST - Upright Assets Allocation Plus Fund |
4 |
CGCB - Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF Share Class |
4 |
Running Oak Capital LLC |
4 |
Kingsbrook Partners Lp |
4 |
Steadfast Capital Management (UK) Ltd. |
4 |
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares |
4 |
JPAN - MATTHEWS INTERNATIONAL FUNDS - Matthews Japan Active ETF |
4 |
Grand Central Investment Group |
4 |
MSILX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters International Fund Institutional Class |
4 |
Intersouth Partners Vi Lp |
4 |
Calvert Management Series - Calvert Global Equity Fund Class I |
4 |
BGPTX - BAILLIE GIFFORD FUNDS - Baillie Gifford Developed EAFE All Cap Fund Class 2 |
4 |
Droms Strauss Advisors Inc /mo/ /adv |
4 |
Strategic Equity Management |
4 |
Highland Associates Inc |
4 |
HRIRX - HARBOR FUNDS - Harbor Robeco International Conservative Equities Fund Retirement Class |
4 |
WAIGX - WASATCH FUNDS TRUST - Wasatch International Growth Fund Investor Class shares |
4 |
Frontier Capital Management Co Llc |
4 |
Blackrock Utility & Infrastructure Trust |
4 |
Vv Manager Llc |
4 |
Frost Gamma Investments Trust |
4 |
Slager David Mark |
4 |
Cobblestone Asset Management LLC |
4 |
Halcyon Offshore Asset Management Llc |
4 |
Solus Alternative Asset Management LP |
4 |
Aberdeen Japan Equity Fund, Inc. |
4 |
CLIA - Tidal Trust II - Veridien Climate Action ETF |
4 |
Clifton Park Capital Management, Llc |
4 |
Quaker Bio Ventures Lp |
4 |
Packer Paul |
4 |
IBVAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Core Equity Fund Class A |
4 |
MUSYX - Natixis Funds Trust I - Mirova U.S. Sustainable Equity Fund Class Y |
4 |
D. E. Shaw Valence Portfolios, L.L.C. |
4 |
PLHIX - Aristotle Funds Series Trust - Aristotle High Yield Bond Fund Class I |
4 |
Tenere Capital LLC |
4 |
ARIFX - Aristotle Funds Series Trust - Aristotle International Equity Fund II Class I |
4 |
PLUAX - Aristotle Funds Series Trust - Aristotle Ultra Short Income Fund Class A |
4 |
LIGYX - LOOMIS SAYLES FUNDS II - Loomis Sayles International Growth Fund Class Y |
4 |
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB |
4 |
Scout Capital Management Llc |
4 |
Calamos Aksia Alternative Credit & Income Fund |
4 |
AIFG Consultants Ltd. |
4 |
Springer Timothy A |
4 |
Belldegrun Arie |
4 |
Inherent Group, Lp |
4 |
Northeast Financial Group, Inc. |
4 |
Hill Investment Group Partners, LLC |
4 |
Trellis Wealth Advisors LLC |
4 |
Advent Life Sciences LLP |
4 |
VTES - VANGUARD WELLINGTON FUND - Vanguard Short-Term Tax-Exempt Bond ETF ETF Shares |
4 |
Passive Capital Management, LLC. |
4 |
FIGDX - FIDELITY SALEM STREET TRUST - Fidelity Series Sustainable Investment Grade Bond Fund |
4 |
ENVAX - VanEck Funds - Environmental Sustainability Fund Class A |
4 |
Select Equity Group Inc |
4 |
Tema ETF Trust - Tema Luxury ETF |
4 |
Crede CG II, Ltd. |
4 |
Altiora Financial Group, LLC |
4 |
del Rey Global Investors, LLC |
4 |
Schaller Investment Group Inc |
4 |
POEYX - PRINCIPAL FUNDS INC - Origin Emerging Markets Fund Class A |
4 |
Invictus Private Wealth, Llc |
4 |
Scheer, Rowlett & Associates Investment Management Ltd. |
4 |
Nuveen Quality Municipal Income Fund |
4 |
Carlyle AlpInvest Private Markets Fund |
4 |
Bedlam Asset Management plc |
4 |
McGinn Investment Management, Inc. |
4 |
Schroder Investment Management North America Inc/ De |
4 |
SETM - SPROTT FUNDS TRUST - Sprott Energy Transition Materials ETF |
4 |
SPROTT FUNDS TRUST - Sprott Lithium Miners ETF |
4 |
Raven Rock Credit Master Fund L.P. |
4 |
SPAQ - Listed Funds Trust - Horizon Kinetics SPAC Active ETF |
4 |
Atlanta Financial Associates Llc /adv |
4 |
Parameter Capital Management LLC |
4 |
John Hancock Tax-advantaged Dividend Income Fund |
4 |
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund |
4 |
DFDMX - FORUM FUNDS - DF Dent Midcap Growth Fund Investor Shares |
4 |
MEMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets ex China Active ETF |
4 |
Greenvale Capital LLP |
4 |
FJSCX - FIDELITY INVESTMENT TRUST - Fidelity Japan Smaller Companies Fund |
4 |
Stuyvesant Capital Management |
4 |
KONG - ETF Opportunities Trust - Formidable Fortress ETF |
4 |
RR Advisors, LLC |
4 |
ACR Alpine Capital Research, LLC |
4 |
Great Point Wealth Advisors, LLC |
4 |
Taal Capital Management LP |
4 |
Nextech V Oncology S.C.S., SICAV-SIF |
4 |
Vellar Opportunities Fund Master, Ltd. |
4 |
UTFOX - Starboard Investment Trust - Utah Focus Fund Institutional Class |
4 |
SC Fundamental Value Fund, L.P. |
4 |
Lindsell Train Ltd |
4 |
Qiming U.S. Healthcare GP II, LLC |
4 |
Sanoor Capital Management LP |
4 |
VCAR - Simplify Exchange Traded Funds - Simplify Volt RoboCar Disruption and Tech ETF |
4 |
Actiam N.v. |
4 |
WPLCX - WP Trust - WP Large Cap Income Plus Fund Institutional Class Shares |
4 |
Morgan Stanley Asia-pacific Fund, Inc. |
4 |
Pactiv General Employee Benefit Trust |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT AllianzGI International Growth Fund Class I |
4 |
Oppenheimer Steelpath Panoramic Fund |
4 |
CWSIX - Chartwell Funds - Chartwell Small Cap Value Fund |
4 |
Asset Management Advisors, LLC |
4 |
Market Street Wealth Management Advisors Llc |
4 |
TMFM - RBB FUND, INC. - Motley Fool Mid-Cap Growth ETF |
4 |
APSHX - NORTHERN LIGHTS FUND TRUST III - Pinnacle Sherman Multi-Strategy Core Fund Class A |
4 |
Gv 2016, L.p. |
4 |
Oppenheimer Emerging Markets Innovators Fund |
4 |
FC Advisory LLC |
4 |
Soundmark Wealth Management, Llc |
4 |
Flossbach Von Storch Ag Zurich |
4 |
GuoLine Advisory Pte Ltd |
4 |
HCMGX - NORTHERN LIGHTS FUND TRUST III - HCM Tactical Growth Fund Class A Shares |
4 |
Alpha Financial Advisors, LLC |
4 |
TNYAX - 1290 Funds - 1290 Global Talents Fund Class A |
4 |
LKINX - LKCM Funds - LKCM INTERNATIONAL EQUITY FUND LKCM International Equity Fund |
4 |
Hillcrest Wealth Advisors - NY, LLC |
4 |
Atlas Venture Advisors, Inc. |
4 |
MSLEX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Senior Loan Portfolio Class IS |
4 |
Martin Capital Management Llc |
4 |
Warburg Pincus Llc |
4 |
BMPEX - FORUM FUNDS - Beck, Mack & Oliver Partners Fund |
4 |
CHB - Global X Funds - Global X China Biotech Innovation ETF |
4 |
Triad Investment Management |
4 |
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class |
4 |
Winder Investment Pte Ltd |
4 |
JHID - John Hancock Exchange-Traded Fund Trust - John Hancock International High Dividend ETF |
4 |
FISZX - FIDELITY INVESTMENT TRUST - Fidelity SAI International SMA Completion Fund |
4 |
IIQCX - ICON FUNDS - ICON International Equity Fund Class C |
4 |
Keystone Wealth Partners |
4 |
Newfoundland Capital Management |
4 |
DELPX - DELAWARE POOLED TRUST - Macquarie Labor Select International Equity Portfolio DPT CLASS |
4 |
Afg Fiduciary Services Limited Partnership |
4 |
Lg Capital Funding, Llc |
4 |
IMOM - Alpha Architect ETF Trust - Alpha Architect International Quantitative Momentum ETF |
4 |
VERITY Wealth Advisors |
4 |
Decheng Capital China Life Sciences USD Fund III, L.P. |
4 |
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund |
4 |
ABIAX - AB TRUST - AB International Value Fund Class A |
4 |
Japan Smaller Capitalization Fund Inc |
4 |
Templeton Emerging Markets Fund |
4 |
LEPIX - Advisors' Inner Circle Fund III - LEVIN EASTERLY VALUE OPPORTUNITIES FUND Institutional Shares |
4 |
DPEMX - DELAWARE POOLED TRUST - Macquarie Emerging Markets Portfolio DPT CLASS |
4 |
AMUSX - AMERICAN FUNDS INCOME SERIES - U.S. Government Securities Fund Class A |
4 |
DRFMX - BNY Mellon International Securities Funds, Inc. - BNY Mellon Emerging Markets Securities Fund Class A |
4 |
Kinsale Capital Group, Inc. |
4 |
Elm Partners Management LLC |
4 |
Franklin BSP Private Credit Fund |
4 |
Appleton Group, Llc |
4 |
DKRB - Series Portfolios Trust - Subversive Decarbonization ETF |
4 |
PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF |
4 |
RK Asset Management, LLC |
4 |
CAPOX - FORUM FUNDS - Absolute Capital Opportunities Fund Institutional Shares |
4 |
Continuum Wealth Advisors, Llc |
4 |
CPATX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Income Fund Class A Shares |
4 |
Rodgers & Associates, LTD |
4 |
ANSIX - ANCORA TRUST - Ancora Special Opportunity Fund Class I |
4 |
RCTIX - Advisers Investment Trust - River Canyon Total Return Bond Fund Institutional Shares |
4 |
RNEW - VanEck ETF Trust - VanEck Green Infrastructure ETF |
4 |
Equity Investment Corp/ga |
4 |
TRAOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Asia Opportunities Fund |
4 |
TCNBX - FundVantage Trust - Ambrus Tax-Conscious National Bond Fund Institutional Class |
4 |
MISEX - Midas Series Trust - Midas Magic |
4 |
Excelsia, Inc. |
4 |
APEIRON CAPITAL Ltd |
4 |
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A |
4 |
Spring Creek Investment Management, LLC |
4 |
PPM Funds - PPM Large Cap Value Fund (Inst) |
4 |
PPM Funds - PPM Small Cap Value Fund (Inst) |
4 |
Sterling Group Wealth Management, LLC |
4 |
Top Ace Asset Management Ltd |
4 |
TFAFX - Collaborative Investment Series Trust - Tactical Growth Allocation Fund Class I |
4 |
GSAIX - GOLDMAN SACHS TRUST - Goldman Sachs China Equity Fund Institutional |
4 |
SDIVX - Stock Dividend Fund, Inc. - Stock Dividend Fund, Inc. |
4 |
FiveT Investment Management Ltd |
4 |
Marque Millennium Capital Management Lcc |
4 |
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Contrarian Fund Institutional Class |
4 |
AllGen Financial Advisors, Inc. |
4 |
WASIX - ALPS Series Trust - Seven Canyons Strategic Income Fund Investor Class |
4 |
Foursixthree Capital Lp |
4 |
FCEQX - FRANKLIN STRATEGIC SERIES - Franklin Select U.S. Equity Fund CLASS A |
4 |
ARIEX - Allianz Funds Multi-Strategy Trust - AllianzGI Floating Rate Note Fund Institutional Class |
4 |
Master Portfolio Trust |
4 |
Invesco Private Capital, Inc. |
4 |
Tyndall Capital Partners L P |
4 |
EcoR1 Capital Fund, L.P. |
4 |
TORQ CAPITAL MANAGEMENT (HK) Ltd |
4 |
Polaris Venture Management Co IV LLC |
4 |
Stewart West Indies Trading Co., Ltd |
4 |
AIGWX - AllianzGI Institutional Multi-Series Trust - AllianzGI International Growth Portfolio |
4 |
Midwest Investment Management Llc |
4 |
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund |
4 |
Resource Planning Group |
4 |
Treynor Bancshares, Inc. |
4 |
Bankers Trust Co Of South Dakota |
4 |
Templeton & Phillips Capital Management, LLC |
4 |
LIMAX - FundVantage Trust - Lateef Focused Sustainable Growth Fund Class A |
4 |
First Trust Senior Floating Rate Income Fund Ii |
4 |
University of Wisconsin Foundation |
4 |
Evergreen Wealth Management, LLC |
4 |
Taube Hodson Stonex Partners Llp |
4 |
Aspire Capital Advisors LLC |
4 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I |
4 |
Atlas Wealth Partners, LLC |
4 |
TINGX - THORNBURG INVESTMENT TRUST - Thornburg International Growth Fund - Class I |
4 |
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable International Equity Fund - Class K Shares |
4 |
THDAX - THORNBURG INVESTMENT TRUST - Thornburg Developing World Fund Class A |
4 |
MKIEX - Advisors' Inner Circle Fund - Mckee International Equity Portfolio Institutional Class Shares |
4 |
Par Investment Partners Lp |
4 |
FLRT - Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF |
4 |
Lo Andrew |
4 |
Whitefort Capital Master Fund, LP |
4 |
KCCIX - Advisors' Inner Circle Fund III - Knights of Columbus Core Bond Fund I Shares |
4 |
EPASX - Investment Managers Series Trust - EP Emerging Markets Small Companies Fund Class A |
4 |
RPICX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Disciplined Equity Fund |
4 |
Fundsmith Equity Fund, L.p. |
4 |
Ipsen Advisor Group LLC |
4 |
L.I.A. Pure Capital Ltd |
4 |
Heritage Wealth Partners, LLC |
4 |
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class |
4 |
Royal Capital Management, LLC |
4 |
Infusive Asset Management Inc. |
4 |
Novak Financial Planning, LLC |
4 |
NWWOX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Global Opportunities Fund Class A |
4 |
LAZARD RETIREMENT SERIES INC - Lazard Retirement International Equity Portfolio Service Shares |
4 |
Western Asset/claymore Inflation-linked Securities & Income Fund |
4 |
ADVGX - North Square Investments Trust - North Square Advisory Research All Cap Value Fund Class I |
4 |
Rinet Co LLC |
4 |
Central Securities Corp |
4 |
BSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class N |
4 |
MY.Alpha Management HK Advisors Ltd |
4 |
Legacy Wealth Management, Inc |
4 |
Keystone Financial Services |
4 |
Schwab Charitable Fund |
4 |
Steel Partners Holdings L.p. |
4 |
TFCGX - PFS FUNDS - Taylor Frigon Core Growth Fund |
4 |
Caledonia Investments Plc |
4 |
RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class |
4 |
Blue Investment Partners LLC |
4 |
NSBDX - NORTHERN LIGHTS FUND TRUST II - North Star Bond Fund Class I Shares |
4 |
Praetorian Wealth Management, Inc. |
4 |
Oppenheimer Rochester California Municipal Fund |
4 |
Epacria Capital Partners, Llc |
4 |
Summit Rock Advisors, LP |
4 |
LJ TRUST Co LLC |
4 |
MSCFX - Mairs & Power Funds Trust - Mairs & Power Small Cap Fund Investor Class |
4 |
Kanen Wealth Management LLC |
4 |
ORDAX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DIVIDEND GROWTH FUND CLASS A |
4 |
MVEBX - Capitol Series Trust - Meritage Value Equity Fund Institutional Shares |
4 |
ADLVX - Ultimus Managers Trust - ADLER VALUE FUND Institutional Class |
4 |
Greenhaven Road Investment Management, L.P. |
4 |
RIVEX - Investment Managers Series Trust - Riverbridge Eco Leaders Fund Institutional Class |
4 |
RIVBX - Investment Managers Series Trust - Riverbridge Growth Fund Institutional Class |
4 |
MOTI - VanEck Vectors ETF Trust - VanEck Vectors Morningstar International Moat ETF |
4 |
HarbourVest Partners L.P. |
4 |
New Enterprise Associates 10 L P |
4 |
TRGSX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Focused Growth Equity Fund |
4 |
140 Summer Partners LP |
4 |
Ruane, Cunniff & Goldfarb L.P. |
4 |
Tidal ETF Trust - Newday Sustainable Development Equity ETF |
4 |
MIEMX - BMO FUNDS, INC. - BMO LGM Emerging Markets Equity Fund Class I |
4 |
UNITED THERAPEUTICS Corp |
4 |
FAAFX - FAIRHOLME FUNDS INC - The Fairholme Allocation Fund |
4 |
Viridian Ria, Llc |
4 |
Roof Advisory Group, Inc. |
4 |
ION - PROSHARES TRUST - ProShares S&P Global Core Battery Metals ETF |
4 |
CIPDX - Advisors' Inner Circle Fund II - CHAMPLAIN EMERGING MARKETS FUND Advisor Shares |
4 |
TMFGX - RBB FUND, INC. - MFAM Mid-Cap Growth Fund Investor Shares |
4 |
Venbio Partners L.p. |
4 |
MEDAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Fund A |
4 |
Dale Q Rice Investment Management Ltd |
4 |
FILDX - Frost Family of Funds - FROST LOW DURATION BOND FUND Institutional Class Shares |
4 |
Money Market Obligations Trust |
4 |
SNOAX - TRUST FOR PROFESSIONAL MANAGERS - Snow Capital Long/Short Opportunity Fund - Class A Shares |
4 |
Family Investment Center, Inc. |
4 |
Lanexa Management, Llc |
4 |
Oaktop Capital Management Ii, L.p. |
4 |
SCMVX - Rbb Fund, Inc. - Schneider Small Cap Value Fund |
4 |
TETAX - RBC FUNDS TRUST - RBC Enterprise Fund A Shares |
4 |
Reaves W H & Co Inc |
4 |
Family Asset Management, LLC |
4 |
Deutsche Money Funds |
4 |
Pear Tree Advisors Inc |
4 |
Washington State Investment Board |
4 |
LIMAX - Total Fund Solution - Cromwell Tran Sustainable Focus Fund Investor Class Shares |
4 |
Lepercq De Neuflize Asset Management LLC |
4 |
WBLNX - WILLIAM BLAIR FUNDS - William Blair Low Duration Fund Class N |
4 |
Gilde Healthcare Holding B.V. |
4 |
Emerge ETF Trust - Emerge EMPWR Sustainable Select Growth Equity ETF |
4 |
McAlister, Sweet & Associates, Inc. |
4 |
BDAQX - BMO FUNDS, INC. - BMO Disciplined International Equity Fund Class A |
4 |
Arizona PSPRS Trust |
4 |
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class |
4 |
Dopkins Wealth Management, Llc |
4 |
VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class |
4 |
CWSDX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration Bond Fund Class Chartwell |
4 |
Harvest Fund Advisors LLC |
4 |
MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C |
4 |
CARZ - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Global Auto Index Fund |
4 |
Singer James R |
4 |
Scotia Institutional Investments US, LP |
4 |
TRFM - ETF Series Solutions - AAM Transformers ETF |
4 |
GDVD - Principal Exchange-Traded Funds - Principal Active Global Dividend Income ETF |
4 |
Guardcap Asset Management Ltd |
4 |
Kayne Anderson Mlp Investment Co |
4 |
Lsp Investment Advisors, Llc |
4 |
GSAKX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Income Fund Class A |
4 |
KADENSA CAPITAL Ltd |
4 |
Markey John |
4 |
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A) |
4 |
Nuveen Maryland Quality Municipal Income Fund |
4 |
Taylor & Morgan Wealth Management, LLC |
4 |
JNL SERIES TRUST - JNL/WCM Focused International Equity Fund (I) |
4 |
ARHBX - ARTISAN PARTNERS FUNDS INC - Artisan International Explorer Fund Institutional Shares |
4 |
OEUR - ALPS ETF Trust - ALPS | O'Shares Europe Quality Dividend ETF Shares |
4 |
IvyRock Asset Management (HK) Ltd |
4 |
Infini Capital Management Ltd |
4 |
Mainstream Investment Advisers LLC |
4 |
Coombe, Bender & Co LLC |
4 |
GEMIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Fund Institutional |
4 |
EFGIX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Global Opportunities Fund Class I |
4 |
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF |
4 |
NBDS - Neuberger Berman ETF Trust - Neuberger Berman Disrupters ETF |
4 |
Fenimore Asset Management Trust |
4 |
SHMDX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Emerging Markets Debt Fund Class I |
4 |
Peierls E Jeffrey |
4 |
Rain Capital Management, LLC |
4 |
MSCFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Small Cap Fund |
4 |
Funicular Funds, LP |
4 |
Two Roads Shared Trust - Regents Park Hedged Market Strategy ETF |
4 |
Ecofin Advisors Ltd |
4 |
Iyo Bank, Ltd. |
4 |
EILAX - EATON VANCE GROWTH TRUST - Eaton Vance International Small-Cap Fund Class A |
4 |
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A |
4 |
Blue Pool Management Ltd. |
4 |
Presidio Capital Management, LLC |
4 |
Holt-smith Advisors Inc |
4 |
ESG Planning |
4 |
MassMutual Access Pine Point Fund |
4 |
Ghe, Llc |
4 |
SCUS - SCHWAB STRATEGIC TRUST - Schwab Ultra-Short Income ETF |
4 |
CFBUX - LORD ABBETT TRUST I - Lord Abbett Climate Focused Bond Fund Class R6 |
4 |
Schwerin Boyle Capital Management Inc |
4 |
CWNIX - FundVantage Trust - C WorldWide International Equities Fund Class I |
4 |
Goldman Sachs & Co. Llc |
4 |
IGNCX - IVY FUNDS - Delaware Ivy Natural Resources Fund Class C |
4 |
Von Berge Wealth Management Group, LLC |
4 |
Schindel Yair Chaim |
4 |
BLACKROCK FUNDS - BlackRock International Impact Fund Class K |
4 |
BLACKROCK FUNDS - BlackRock U.S. Impact Fund Institutional |
4 |
Tilden Park Management I LLC |
4 |
Eshelman Fredric N |
4 |
VESRX - VIRTUS EQUITY TRUST - Virtus SGA Emerging Markets Growth Fund Class R6 |
4 |
Trian Fund Management, L.p. |
4 |
Alpha Square Group S, LLC |
4 |
FTSAX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund A Shares |
4 |
PRIPX - T. Rowe Price Inflation Protected Bond Fund, Inc. - T. Rowe Price Inflation Protected Bond Fund, Inc. |
4 |
Mitsui & Co Ltd |
4 |
Warner Financial, Inc |
4 |
Chou America Mutual Funds |
4 |
HLDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Emerging Markets Local Debt Fund Class A |
4 |
Capital Wealth Management, Llc |
4 |
WCMVX - Investment Managers Series Trust - WCM Focused International Value Fund Institutional Class Shares |
4 |
Derby & Company, Inc |
4 |
Fortress Biotech, Inc. |
4 |
LLGLX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Global Fund |
4 |
GFGF - EA Series Trust - Guru Favorite Stocks ETF |
4 |
Copeland Trust - COPELAND INTERNATIONAL SMALL CAP FUND Class A Shares |
4 |
GMAKX - GMO TRUST - GMO-Usonian Japan Value Creation Fund Class III |
4 |
GCLN - Goldman Sachs ETF Trust - Goldman Sachs Bloomberg Clean Energy Equity ETF |
4 |
Logos Global Master Fund LP |
4 |
Fortune 45 LLC |
4 |
Coury Firm Asset Management LLC |
4 |
Flagship Ventures Fund IV, L.P. |
4 |
Rivulet Capital, Llc |
4 |
Bandera Partners LLC |
4 |
Newbrook Capital Advisors LP |
4 |
Wechter Feldman Wealth Management, Inc. |
4 |
Holland Advisory Services, Inc. |
4 |
Giverny Capital Inc. |
4 |
Canaan X L.p. |
4 |
LZIOX - LAZARD FUNDS INC - Lazard International Equity Portfolio Open Shares |
4 |
Turtle Creek Asset Management Inc. |
4 |
UBS Oncology Impact Fund L.P. |
4 |
Oppenheimer & Close, LLC |
4 |
Rockshelter Capital Management Llc |
4 |
GRZZ - Listed Funds Trust - Grizzle Growth ETF |
4 |
AdvisorShares Trust |
4 |
Finley Financial, LLC |
4 |
EVGBX - Evermore Funds Trust - Evermore Global Value Fund Investor Class |
4 |
BKES - BNY Mellon ETF Trust - BNY Mellon Sustainable Global Emerging Markets ETF |
4 |
NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio |
4 |
Tetragon Financial Management LP |
4 |
Retirement Solution Inc. |
4 |
Canaan Partners XI LLC |
4 |
BetterWealth, LLC |
4 |
Yost Capital Management, L.L.C. |
4 |
Hein Park Capital Management LP |
4 |
UMNIX - LAZARD FUNDS INC - Lazard US Short Duration Fixed Income Portfolio Institutional Shares |
4 |
TSWHX - JOHCM Funds Trust - TSW High Yield Bond Fund Class Z Shares |
4 |
Simcoe Capital Management, LLC |
4 |
Ziff Brothers Investments, L.L.C. |
4 |
TWMIX - American Century World Mutual Funds Inc - Emerging Markets Fund Investor Class |
4 |
Fs Global Credit Opportunities Fund-a |
4 |
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF |
4 |
Sunriver Management LLC |
4 |
Fs Global Credit Opportunities Fund-d |
4 |
Basswood Capital Management, L.l.c. |
4 |
TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class |
4 |
NanoDimension, Inc. |
4 |
Five Oceans Asset Management LTD |
4 |
Edmond De Rothschild Private Merchant Banking Llp |
4 |
QVIDTVM Management LLC |
4 |
Oakmont Corp |
4 |
Evolution Capital Management LLC |
4 |
Stillwater Investment Management, L.P. |
4 |
Vifor (International) Ltd |
4 |
Treasure Coast Financial Planning |
4 |
UNC Management Company, Inc. |
4 |
Pachira Investments Inc. |
4 |
JRNY - ALPS ETF Trust - ALPS Global Travel Beneficiaries ETF |
4 |
Cortland Advisers Llc |
4 |
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF |
4 |
PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF |
4 |
FLFR - Franklin Templeton ETF Trust - Franklin FTSE France ETF |
4 |
SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A |
4 |
Franklin Templeton ETF Trust - Franklin Liberty International Opportunities ETF |
4 |
NUVEEN INVESTMENT TRUST II - Nuveen Winslow International Large Cap Fund Class I |
4 |
ECEIX - LAZARD FUNDS INC - Lazard Emerging Markets Core Equity Portfolio Institutional Shares |
4 |
WECCX - WELLS FARGO FUNDS TRUST - Wells Fargo Endeavor Select Fund Class C |
4 |
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF |
4 |
PREMX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Bond Fund |
4 |
GCSVX - Series Portfolios Trust - Geneva SMID Cap Growth Fund Institutional Class |
4 |
SIEAX - SUNAMERICA EQUITY FUNDS - AIG International Dividend Strategy Fund Class A |
4 |
FNDE - SCHWAB STRATEGIC TRUST - Schwab Fundamental Emerging Markets Large Company Index ETF |
4 |
FSZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Switzerland AlphaDEX Fund |
4 |
SDVAX - SUNAMERICA SERIES, INC. - AIG Select Dividend Growth Fund A Shares |
4 |
PLDTX - PIMCO FUNDS - PIMCO Low Duration Fund II Institutional |
4 |
SGQAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS International Growth Fund Class A |
4 |
HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A |
4 |
WCMJX - Investment Managers Series Trust - WCM Focused Small Cap Fund Investor Class Shares |
4 |
ABNIX - Aberdeen Funds - Aberdeen International Small Cap Fund (formerly Aberdeen Global Small Cap Fund) Institutional Class |
4 |
BJBIX - ABERDEEN INVESTMENT FUNDS - Aberdeen Select International Equity Fund Class A |
4 |
MCSMX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS CHINA SMALL COMPANIES FUND Investor Class Shares |
4 |
WCMIX - Investment Managers Series Trust - WCM Focused International Growth Fund Institutional Class |
4 |
MSMLX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA SMALL COMPANIES FUND Investor Class Shares |
4 |
COGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Global Growth Fund Class A |
4 |
Blackrock Cori Funds |
4 |
MSMBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Emerging Markets Equity Portfolio Class II |
4 |
GCEPX - GOLDMAN SACHS TRUST - Goldman Sachs Clean Energy Income Fund Class P Shares |
4 |
Winton Series Trust |
4 |
NIIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select International Equity Fund Class A |
4 |
IDJAX - Voya VARIABLE PORTFOLIOS INC - Voya Euro STOXX 50(R) Index Portfolio Class ADV |
4 |
GEBAX - GOLDMAN SACHS TRUST - Goldman Sachs ESG Emerging Markets Equity Fund Class A Shares |
4 |
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV |
4 |
HMVIX - Hartford Series Fund Inc - Hartford Midcap Value Hls Fund Ia |
4 |
YFSNX - AMG FUNDS - AMG Yacktman Focused Fund - Security Selection Only Class N |
4 |
DEM - WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund N/A |
4 |
Valued Retirements, Inc. |
4 |
Prospect Capital Advisors, LLC |
4 |
DABAX - Delaware Group Global & International Funds - Delaware Global Value Fund Class A |
4 |
DGGAX - DELAWARE GROUP GLOBAL & INTERNATIONAL FUNDS - Delaware International Small Cap Fund Class A |
4 |
Aberdeen Funds - Aberdeen Income Builder Fund Class A |
4 |
Quaker Capital Investments, LLC |
4 |
Round Table Investment Management Company, Lp |
4 |
DBLEX - DoubleLine Funds Trust - DoubleLine Emerging Markets Fixed Income Fund Class I |
4 |
JOMMX - Advisers Investment Trust - JOHCM Emerging Markets Small Mid Cap Equity Fund Institutional Shares |
4 |
HLREX - HARDING LOEVNER FUNDS INC - Emerging Markets Research Portfolio Institutional Class |
4 |
CVMAX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Equity Fund Class A |
4 |
Wynnefield Partners Small Cap Value Lp |
4 |
SEDAX - Sei Institutional Investments Trust - Siit Emerging Markets Debt Fund - Class A |
4 |
CFIMX - Clipper Funds Trust - Clipper Funds Trust |
4 |
FFRSX - FEDERATED INCOME SECURITIES TRUST - Federated Floating Rate Strategic Income Fund Institutional Shares |
4 |
HLMEX - HARDING LOEVNER FUNDS INC - Harding Loevner Institutional Emerging Markets Portfolio Institutional |
4 |
HMCSX - Hartford Hls Series Fund Ii Inc - Hartford Midcap Growth Hls Fund Ia |
4 |
Cannon Advisors, Inc. |
4 |
HLEMX - HARDING LOEVNER FUNDS INC - Harding Loevner Emerging Markets Portfolio Advisor |
4 |
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A |
4 |
Staton Financial Advisors, Llc |
4 |
venBio Global Strategic Fund, L.P. |
4 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2032 |
4 |
IDOG - ALPS ETF Trust - ALPS International Sector Dividend Dogs ETF |
4 |
MGEMX - Morgan Stanley Institutional Fund Inc - Emerging Markets Portfolio Class I |
4 |
Proactive Wealth Strategies LLC |
4 |
MEAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Fixed Income Opportunities Portfolio Class I |
4 |
MLNIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Concentrated Portfolio Class I |
4 |
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I |
4 |
Triune Financial Partners, LLC |
4 |
Truxt Investmentos Ltda. |
4 |
MAINSTAY VP FUNDS TRUST - MainStay VP Pimco Real Return Portfolio Initial Class |
4 |
PTSCX - Forward Funds - Salient International Small Cap Fund Institutional Class |
4 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 |
4 |
FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class |
4 |
NMDAX - NUVEEN MULTISTATE TRUST I - Nuveen Maryland Municipal Bond Fund - Class A |
4 |
FOINX - Tributary Funds, Inc. - Income Fund Institutional |
4 |
Boundary Creek Advisors LP |
4 |
FMGPX - FRONTIER FUNDS, INC. - Frontier MFG Global Plus Fund Institutional Class |
4 |
SURFX - LEE FINANCIAL MUTUAL FUND, INC. - Hawaii Municipal Fund Investor Class |
4 |
FMIJX - FMI FUNDS INC - International Fund Investor Class |
4 |
MGRIX - Marsico Investment Fund - Marsico Growth Fund |
4 |
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class |
4 |
Luminvest Wealth Management LLC |
4 |
BFGFX - BARON SELECT FUNDS - Baron Focused Growth Fund |
4 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2034 Corporate Bond ETF |
4 |
TGRHX - TRANSAMERICA FUNDS - Transamerica International Growth I2 |
4 |
DGDAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Dynamic Bond Income Fund Class A |
4 |
Philadelphia Financial Management of San Francisco, LLC |
4 |
Wynnefield Partners Small Cap Value Lp I |
4 |
GMAN - Goldman Sachs ETF Trust - Goldman Sachs Motif Manufacturing Revolution ETF |
4 |
CWC Advisors, LLC. |
4 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1 |
4 |
DHFYX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Concentrated Fund Class Y |
4 |
VCGSX - VALIC Co I - Government Securities Fund |
4 |
GBUY - Goldman Sachs ETF Trust - Goldman Sachs Future Consumer Equity ETF |
4 |
PMHIX - PIMCO Equity Series - PIMCO EqS Long/Short Fund Institutional Class |
4 |
SMI Advisory Services, LLC |
4 |
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A |
4 |
IBMN - iSHARES TRUST - iShares iBonds Dec 2025 Term Muni Bond ETF |
4 |
BBCA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Growth Fund Class Y |
4 |
FCHSX - FIDELITY CONCORD STREET TRUST - Fidelity Advisor Event Driven Opportunities Fund Class A |
4 |
TSEMX - TOUCHSTONE STRATEGIC TRUST - Touchstone Sands Capital Emerging Markets Growth Fund Class Y |
4 |
SWRLX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Equity Fund Class A |
4 |
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF |
4 |
Keeler & Nadler Financial Planning & Wealth Management |
4 |
PBMIX - FundVantage Trust - Polen U.S. SMID Company Growth Fund Institutional Class |
4 |
GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF |
4 |
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional |
4 |
Mhr Fund Management Llc |
4 |
CMIFX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Founders Class |
4 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Equity VIP Class A |
4 |
DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A |
4 |
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund |
4 |
Jericho Financial, Llp |
4 |
Hatton Consulting, Inc. |
4 |
TSFAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Small Cap Fund Class A |
4 |
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 |
4 |
MMEMX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Emerging Markets Bond Fund Class I |
4 |
Abbvie Inc. |
4 |
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A |
4 |
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF |
4 |
Prisma Capital Partners Lp |
4 |
SMDPX - STERLING CAPITAL FUNDS - STERLING CAPITAL SMID OPPORTUNITIES FUND A Shares |
4 |
IBHK - iSHARES TRUST - iShares iBonds 2031 Term High Yield and Income ETF |
4 |
Luzich Partners Llc |
4 |
HLGFX - JPMORGAN TRUST II - JPMorgan Limited Duration Bond Fund Class I |
4 |
IDHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed High Dividend Low Volatility ETF |
4 |
DGEAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Global Emerging Markets Fund Class A |
4 |
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF |
4 |
SHM - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Short Term Municipal Bond ETF |
4 |
JOCEX - Advisers Investment Trust - JOHCM Credit Income Fund Class I Shares |
4 |
Jnl Variable Fund Llc - Jnl/mellon Energy Sector Fund (a) |
4 |
BIECX - Datum One Series Trust - BRANDES INTERNATIONAL EQUITY FUND Class C |
4 |
BWDIX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class I Shares |
4 |
EWGS - iSHARES TRUST - iShares MSCI Germany Small-Cap ETF |
3 |
Avenue Mutual Funds Trust |
3 |
TWIO - Spinnaker ETF Series - Trajan Wealth Income Opportunities ETF |
3 |
Hunter Robert Merrill |
3 |
Skorpios Trust |
3 |
Pioneer Wealth Management Group |
3 |
PACIFIC SELECT FUND - Currency Strategies Portfolio CLASS I |
3 |
EMWLX - LORD ABBETT TRUST I - Lord Abbett Emerging Markets Equity Fund Class R6 |
3 |
Thl Credit Senior Loan Fund |
3 |
HSMAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD SMALL CAP VALUE FUND Class A |
3 |
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA |
3 |
Jacksonville Wealth Management, LLC |
3 |
Ashmore Group plc |
3 |
Sb Investment Advisers (uk) Ltd |
3 |
CENTAUR MUTUAL FUNDS TRUST - Copley Fund |
3 |
RBDGX - Investment Managers Series Trust II - Raub Brock Dividend Growth Fund Institutional Class Shares |
3 |
SEMVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Equity Fund Class A |
3 |
OWMBX - OLD WESTBURY FUNDS INC - Old Westbury Municipal Bond Fund |
3 |
JEMAX - JPMorgan Trust I - JPMorgan Emerging Markets Corporate Debt Fund Class A |
3 |
Charles-Lim Capital Ltd |
3 |
HLTAX - JPMORGAN TRUST II - JPMorgan Municipal Income Fund Class I |
3 |
MYIFX - MONETTA TRUST - Monetta Core Growth Fund |
3 |
Wooster Corthell Wealth Management, Inc. |
3 |
Orbimed Capital Llc |
3 |
George Gregory |
3 |
Mad River Investors |
3 |
Dynamo Administracao de Recursos Ltda. |
3 |
Mpm Bioventures V, L.p. |
3 |
Putnam Municipal Opportunities Trust |
3 |
Mark Morris Et Al |
3 |
WFLEX - ADVISORS' INNER CIRCLE FUND - Westwood Flexible Income Fund INSTITUTIONAL SHARES |
3 |
Grey Owl Capital Management, LLC |
3 |
Clal Biotechnology Industries Ltd. |
3 |
PFUMX - PRINCIPAL FUNDS, INC. - Finisterre Emerging Markets Total Return Bond Fund Institutional Class |
3 |
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF |
3 |
Lazar David E. |
3 |
NSIVX - North Square Investments Trust - North Square Altrinsic International Equity Fund Class I |
3 |
Clarus Lifesciences I, L.P. |
3 |
Sloane Robinson LLP |
3 |
Sixth Street Partners Management Company, L.P. |
3 |
Vk Services, Llc |
3 |
Lloyd Harbor Capital Management, LLC |
3 |
Wall Street Fund, Inc. |
3 |
Elan Corp Plc |
3 |
Van Berkom & Associates Inc. |
3 |
VanEck VIP Trust - VanEck VIP Emerging Markets Fund Initial Class |
3 |
PACIFIC SELECT FUND - Technology Portfolio Class I |
3 |
North Square Investments Trust - North Square McKee Bond Fund Class I |
3 |
Wright Private Asset Management |
3 |
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares |
3 |
Nuveen Global Income Opportunities Fund |
3 |
VNLRX - VIRTUS EQUITY TRUST - Virtus SGA New Leaders Growth Fund Class R6 |
3 |
Kopp Family Office, LLC |
3 |
Sab Capital Management Lp |
3 |
Arq Wealth Advisors, Llc |
3 |
AGF Investments Trust - AGF Emerging Markets Equity Fund Class I |
3 |
Moerus Capital Management LLC |
3 |
Polaris Partners VII, L.P. |
3 |
Tikvah Management LLC |
3 |
Isomer Partners LP |
3 |
BAILX - Brown Advisory Funds - Brown Advisory Sustainable International Leaders Fund Institutional Shares |
3 |
Gavea Investimentos Ltda |
3 |
FOCUS Wealth Advisors, LLC |
3 |
Biomark Capital Management Co. LLC |
3 |
Radoff Family Foundation |
3 |
Banyan Capital Management, Inc. |
3 |
GRNB - VanEck Vectors ETF Trust - VanEck Vectors Green Bond ETF |
3 |
Envoi LLC |
3 |
GBFAX - VanEck Funds - Emerging Markets Fund Class A |
3 |
BFIT - Global X Funds - Global X Health & Wellness Thematic ETF |
3 |
MFOCX - Marsico Investment Fund - Marsico Focus Fund |
3 |
EMDM - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Bloomberg Emerging Market Democracies ETF |
3 |
HPC Germany GmbH & Co. KG |
3 |
EWZ - iShares, Inc. - iShares MSCI Brazil ETF |
3 |
Revelation Capital Management Ltd. |
3 |
IGIEX - Ashmore Funds - Ashmore Emerging Markets Investment Grade Income Fund Institutional Class |
3 |
Johns Hopkins University |
3 |
VPVEMDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Emerging Markets Bond Portfolio Administrative |
3 |
Wealthsimple US, Ltd. |
3 |
Templeton Dragon Fund Inc |
3 |
FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class |
3 |
New Generation Advisors, Llc |
3 |
Dixon Fnancial Services, Inc. |
3 |
Mpm Bioventures Iii L.p. |
3 |
Lansdowne Partners Austria Gmbh |
3 |
Lord Abbett Floating Rate High Income Fund |
3 |
Absolute Gestao de Investimentos Ltda. |
3 |
AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund |
3 |
Versant Affiliates Fund II-A, LP |
3 |
C.V. Starr & Co., Inc. Trust |
3 |
Stormborn Capital Management, Llc |
3 |
Bls Capital Fondsmaeglerselskab A/s |
3 |
Greylock Xii Gp Llc |
3 |
WTMCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Mid Cap Value Dividend Fund -Retail Class |
3 |
BLACKROCK FUNDS - BlackRock Emerging Markets ex-China Fund Investor A |
3 |
Fairholme Capital Management Llc |
3 |
Retirement Capital Strategies |
3 |
Woodford Patient Capital Trust |
3 |
TIAA Kaspick, LLC |
3 |
APCTX - AMG Funds IV - AMG Managers Pictet International Fund Class I Shares |
3 |
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A |
3 |
Scott Capital Advisors, LLC |
3 |
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares |
3 |
Mangrove Partners Master Fund, Ltd. |
3 |
TGRNX - TIAA-CREF FUNDS - TIAA-CREF Green Bond Fund Institutional Class |
3 |
CAMX - ADVISORS' INNER CIRCLE FUND - Cambiar Aggressive Value ETF |
3 |
JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class |
3 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Mid Cap Value Fund Class A |
3 |
Ferox Capital LLP |
3 |
Wilson Asset Management (international) Pty Ltd |
3 |
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class |
3 |
Libra Advisors Llc |
3 |
Timucuan Asset Management Inc/fl |
3 |
Restructuring Capital Associates Lp |
3 |
Bain Capital Investors Llc |
3 |
RAYC - Advisors' Inner Circle Fund III - RAYLIANT QUANTAMENTAL CHINA EQUITY ETF |
3 |
Matthew 25 Management Corp |
3 |
Michael S. Ryan, Inc. |
3 |
Hengistbury Investment Partners LLP |
3 |
BNY MELLON VARIABLE INVESTMENT FUND - International Equity Portfolio - Initial Shares |
3 |
MXXVX - Matthew 25 Fund - Matthew 25 Fund |
3 |
Boos Wayne W |
3 |
NQCFX - Northquest Capital Fund Inc - Northquest Capital Fund Inc |
3 |
Union Capital, Llc |
3 |
Merchants' Gate Capital LP |
3 |
WTSDX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Smid Cap Value Dividend Fund -Retail Class |
3 |
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A |
3 |
VTRN - Victory Portfolios II - VictoryShares Top Veteran Employers ETF |
3 |
Polaris Venture Partners Iv Lp |
3 |
Zeke Lp /pa |
3 |
Blackstone Holdings I/II GP L.L.C. |
3 |
Francis Capital Management, LLC |
3 |
EQ ADVISORS TRUST - EQ/Invesco International Growth Portfolio Class IB |
3 |
LLPFX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Fund |
3 |
Georgetown University |
3 |
Valor Management LLC |
3 |
Odey Asset Management LLP |
3 |
AGAAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Small & Mid Cap Growth Fund Class A |
3 |
Noroian Steven A & Associates Inc/ca |
3 |
Wellington Trust Company, National Association Multiple Common Trust Funds Trust, Micro Cap Equity Portfolio |
3 |
DISAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon International Stock Fund Class A |
3 |
Engadine Partners Llp |
3 |
CCMAX - CONESTOGA FUNDS - Conestoga Mid Cap Fund Institutional Class |
3 |
Newport Capital Group, LLC |
3 |
TotalEnergies SE |
3 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Select Growth ETF |
3 |
WAINX - WASATCH FUNDS TRUST - Wasatch Emerging India Fund Investor Class shares |
3 |
Strathmore Capital Advisors, Inc. |
3 |
AECHX - American Century World Mutual Funds Inc - Emerging Markets Small Cap Fund C Class |
3 |
CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Concentrated Equity Fund Institutional Class |
3 |
Pappas Capital, Llc |
3 |
Wingspan Investment Management, LP |
3 |
HealthCare Ventures VIII, L.P. |
3 |
Nextech Vi Oncology Scsp |
3 |
LMCMX - Advisor Managed Portfolios - Miller Income Fund Class IS |
3 |
Oxbow Capital Management (HK) Ltd |
3 |
EFGAX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Global Opportunities Fund Class A |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class |
3 |
ILOW - AB Active ETFs, Inc. - AB International Low Volatility Equity ETF |
3 |
CNRYX - Investment Managers Series Trust II - Sunbridge Capital Emerging Markets Fund Institutional Class |
3 |
Artisan Partners Holdings Lp |
3 |
Incyte Corp |
3 |
Empirical Capital Partners Lp |
3 |
Omega Financial Group, LLC |
3 |
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB |
3 |
ILIT - iSHARES TRUST - iShares Lithium Miners and Producers ETF |
3 |
BBMHX - Bridge Builder Trust - Bridge Builder Municipal High-Income Bond Fund |
3 |
Brown Financial Advisory |
3 |
5AM Partners VII, LLC |
3 |
Blackstone Holdings III L.P. |
3 |
Mpm Bioventures Iii-qp L.p. |
3 |
PLADX - Aristotle Funds Series Trust - Aristotle Short Duration Income Fund Class A |
3 |
Meritas Wealth Management, LLC |
3 |
Alight Capital Management LP |
3 |
Thomvest Asset Management Ltd. |
3 |
PUTNAM FUNDS TRUST - Putnam Ultra Short MAC Series - |
3 |
Putnam ETF Trust - Putnam Emerging Markets ex-China ETF - |
3 |
Springowl Associates Llc |
3 |
Tortoise Index Solutions, LLC |
3 |
Fonds De Solidarite Des Travailleurs Du Quebec |
3 |
Gramercy Funds Management LLC |
3 |
Simonbaker & Partners Llc |
3 |
Mfs Municipal Income Trust |
3 |
BCEMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact Emerging Markets Fund |
3 |
BISAX - Datum One Series Trust - BRANDES INTERNATIONAL SMALL CAP EQUITY FUND Class A |
3 |
Erickson Financial Group, LLC |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3 |
3 |
Tema ETF Trust - Tema Global Royalties ETF |
3 |
Jentner Corp |
3 |
Asia Tigers Fund Inc |
3 |
Aberdeen Emerging Markets Smaller Co Opportunities Fund, Inc. |
3 |
Gabelli Utility Trust |
3 |
Pavadi Capital LLC |
3 |
QRSVX - FPA FUNDS TRUST - FPA Queens Road Small Cap Value Fund Investor Class |
3 |
Sequoia Wealth Management, Llc |
3 |
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund |
3 |
Ttp Investments, Inc. |
3 |
EMXIX - Ashmore Funds - Ashmore Emerging Markets Equity ex China Fund Institutional Class |
3 |
MERAX - MADISON FUNDS - Madison Mid Cap Fund Mid Cap Fund Class A |
3 |
Gemini Master Fund Ltd |
3 |
Spence Asset Management |
3 |
Oldfield Partners LLP |
3 |
FCIUX - Fiera Capital Series Trust - FIERA CAPITAL INTERNATIONAL EQUITY FUND Institutional Class |
3 |
PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C |
3 |
Tompkins Mark N. |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3 |
3 |
LZSMX - LAZARD FUNDS INC - Lazard International Small Cap Equity Portfolio Open Shares |
3 |
Claren Road Asset Management, LLC |
3 |
Khrom Capital Management Llc |
3 |
GG Group Ventures, LLC |
3 |
ATTYX - AB BOND FUND, INC. - AB Tax-Aware Fixed Income Portfolio Advisor Class |
3 |
Winder Pte. Ltd. |
3 |
TMLAX - TRANSAMERICA FUNDS - Transamerica MLP & Energy Income A |
3 |
Bristol Investment Fund Ltd |
3 |
Prudence Asset Management Ltd |
3 |
Longview Partners (Guernsey) LTD |
3 |
Herring Creek Capital Management, LLC |
3 |
VVMIX - Investment Managers Series Trust - Securian AM Balanced Stabilization Fund Institutional Class Shares |
3 |
AI Biotechnology LLC |
3 |
PACIFIC FUNDS SERIES TRUST - PF International Value Fund CLASS P |
3 |
Waterstone Capital Management, L.P. |
3 |
Putnam Europe Equity Fund |
3 |
Allen Holding Inc /ny |
3 |
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A |
3 |
TORYX - Torray Fund - The Torray Fund Torray Fund |
3 |
Wit, Llc |
3 |
FS Series Trust - FS Real Asset Fund Class A |
3 |
H&H International Investment, LLC |
3 |
Pure Portfolios Holdings Llc |
3 |
Blackrock Muniholdings Fund Ii , Inc |
3 |
VHYVX - Venerable Variable Insurance Trust - Venerable High Yield Fund Class V |
3 |
HNICX - HARBOR FUNDS - Harbor International Compounders Fund Retirement Class |
3 |
Oakwell Private Wealth Management, LLC |
3 |
MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF |
3 |
Continental Grain Co |
3 |
TEMP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Climate Change Solutions ETF |
3 |
Capstone Wealth Management, LLC |
3 |
BKIS - BNY Mellon ETF Trust - BNY Mellon Sustainable International Equity ETF |
3 |
CRZAX - MAINSTAY FUNDS TRUST - MainStay Cushing Renaissance Advantage Fund Class A |
3 |
Pantechnicon Advisors LLP |
3 |
NORTHERN LIGHTS FUND TRUST II - Hodges Fund Retail Class |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - International Growth Portfolio |
3 |
KSEA - Krane Shares Trust - KraneShares Rockefeller Ocean Engagement ETF |
3 |
Legion Partners Asset Management, LLC |
3 |
BITEX - Brown Advisory Funds - Brown Advisory Tax-Exempt Sustainable Bond Fund Investor Shares |
3 |
Lehman Brothers Holdings Inc. |
3 |
Atalan Capital Partners, LP |
3 |
Cornerstone Retirement Group, Inc. |
3 |
PEMSX - PIONEER SERIES TRUST XIV - Pioneer Emerging Markets Equity Fund : Class Y |
3 |
Clay Northam Wealth Management, LLC |
3 |
CAPOX - Unified Series Trust - Absolute Capital Opportunities Fund Institutional Shares |
3 |
S.H.N. Financial Investments Ltd. |
3 |
PCEBX - PIMCO FUNDS - PIMCO Climate Bond Fund Class A |
3 |
Boulder Growth & Income Fund |
3 |
Tappan Street Partners LLC |
3 |
ECOW - Pacer Funds Trust - Pacer Emerging Markets Cash Cows 100 ETF |
3 |
Hill City Capital, LP |
3 |
Venrock Associates V Lp |
3 |
dievini Hopp BioTech holding GmbH & Co KG |
3 |
TPINX - TEMPLETON INCOME TRUST - Templeton Global Bond Fund Class A |
3 |
FCGPX - MAINSTAY FUNDS TRUST - MainStay PineStone Global Equity Fund Class P |
3 |
Blackbridge Capital LLC |
3 |
Greenbrier Partners Capital Management, LLC |
3 |
Sutter Hill Ventures |
3 |
4J Wealth Management LLC |
3 |
PGOIX - PRINCIPAL FUNDS INC - Global Opportunities Fund Institutional Class |
3 |
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund |
3 |
Venator Management LLC |
3 |
Tiger Pacific Capital LP |
3 |
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF |
3 |
Aberdeen Israel Fund, Inc. |
3 |
FJNK - Pacific Global ETF Trust - Pacific Global Focused High Yield ETF |
3 |
Flagship VentureLabs IV, LLC |
3 |
12th Street Asset Management Company, LLC |
3 |
Beaumont Capital Management, LLC |
3 |
Sooch Mina |
3 |
Trieu Vuong |
3 |
Two Creeks Capital Management, LP |
3 |
JACKSON VARIABLE SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (A) |
3 |
FengHe Fund Management Pte. Ltd. |
3 |
GISYX - Grandeur Peak Global Trust - Grandeur Peak International Stalwarts Fund Institutional Class |
3 |
Newby Steven T |
3 |
Salt Funds Trust |
3 |
CV Advisors LLC |
3 |
GPGIX - Grandeur Peak Global Trust - Grandeur Peak Global Opportunities Fund Institutional Class |
3 |
Gv 2019, L.p. |
3 |
Boxer Asset Management Inc. |
3 |
Kingstown Capital Management L.p. |
3 |
Lvp Life Science Ventures Iii L.p. |
3 |
Keating Wealth Management Llc |
3 |
Towneley Capital Management, Inc / DE |
3 |
Regals Capital Management Lp |
3 |
HGRAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Growth Opportunities Fund Class A |
3 |
FRCCX - FIRST INVESTORS EQUITY FUNDS - First Investors Covered Call Strategy Fund Class A |
3 |
BNP Paribas Asset Management UK Ltd |
3 |
WuXi PharmaTech Healthcare Fund I L.P. |
3 |
NB Crossroads Private Markets Access Fund LLC |
3 |
Mufg Securities (canada), Ltd. |
3 |
Lumira Capital Investment Management Inc. |
3 |
JACKSON VARIABLE SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) |
3 |
EMBIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Blend Portfolio Institutional Shares |
3 |
FSMUX - Fidelity Rutland Square Trust II - Strategic Advisers Municipal Bond Fund |
3 |
Collaborative Holdings Management LP |
3 |
Franklin Templeton Variable Insurance Products Trust - Templeton Developing Markets Vip Fund Class 1 |
3 |
LVL - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Dividend Opportunities Index ETF |
3 |
Water Asset Management LLC |
3 |
Daniels&Tansey,LLP |
3 |
RoundAngle Advisors LLC |
3 |
Lone Star Value Investors GP LLC |
3 |
Vivo Ventures V, LLC |
3 |
Orcam Financial Group |
3 |
MacAndrews & Forbes Inc. |
3 |
Logan Stone Capital, LLC |
3 |
Naya Management LLP |
3 |
Moneywise, Inc. |
3 |
Applied Capital LLC |
3 |
Sorrento Therapeutics, Inc. |
3 |
FDRV - FIDELITY COVINGTON TRUST - Fidelity Electric Vehicles and Future Transportation ETF |
3 |
PZINX - ADVISORS SERIES TRUST - Pzena International Value Fund Institutional |
3 |
Polaris Venture Partners VI, L.P. |
3 |
Carnegie Mellon University |
3 |
ARCH Venture Fund X, L.P. |
3 |
NBCE - Neuberger Berman ETF Trust - Neuberger Berman China Equity ETF |
3 |
PSDN - AdvisorShares Trust - AdvisorShares Poseidon Dynamic Cannabis ETF |
3 |
Midwest Heritage Bank, FSB |
3 |
Emerging Global Advisors, LLC |
3 |
Cooperatieve AAC LS U.A. |
3 |
Frenkel Leonid |
3 |
Oaktree Capital Group Holdings GP, LLC |
3 |
Pope Asset Management, Llc |
3 |
Broad Run Investment Management, LLC |
3 |
Morgenthaler Management Partners IX, LLC |
3 |
McDonough Capital Management, Inc |
3 |
Vericrest Private Wealth |
3 |
LINVGR - First Investors Life Series Funds - First Investors Life Series Investment Grade Fund |
3 |
Ics Opportunities Ii Llc |
3 |
GMET - VanEck ETF Trust - VanEck Green Metals ETF |
3 |
XFIX - RBB FUND, INC. - F/m Opportunistic Income ETF |
3 |
Akaris Global Partners, LP |
3 |
Hickory Lane Capital Management LP |
3 |
OCMPX - LAZARD FUNDS INC - Lazard International Quality Growth Portfolio Open Shares |
3 |
TSWFX - Perpetual Americas Funds Trust - TSW CORE PLUS BOND FUND Institutional Shares |
3 |
SPRINGS CAPITAL (HONG KONG) Ltd |
3 |
Tvm V Life Science Ventures Gmbh & Co Kg |
3 |
Doubleline Opportunistic Credit Fund |
3 |
LEXI - Listed Funds Trust - Alexis Practical Tactical ETF |
3 |
Kck Ltd. |
3 |
DIDEX - DRIEHAUS MUTUAL FUNDS - Driehaus International Developed Equity Fund |
3 |
WVALX - WEITZ FUNDS - Value Fund - Investor Class |
3 |
New Perspectives, Inc |
3 |
Merion Investment Management LP |
3 |
AHHX - Starboard Investment Trust - Adaptive High Income ETF |
3 |
LCCS - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Covered Call Strategy Fund |
3 |
Fonville Wealth Management LLC |
3 |
Bigger Capital, LLC |
3 |
Glenorchy Capital Ltd |
3 |
LeVasseur Capital Partners LLC |
3 |
KKR Credit Advisors (US) LLC |
3 |
Hidden Lake Asset Management LP |
3 |
Martin Capital Advisors, LLP |
3 |
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A |
3 |
Balanced Wealth Group Llc |
3 |
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A |
3 |
HealthCap VII, L.P. |
3 |
One Degree Advisors Inc |
3 |
Jnl Series Trust - Jnl/s&p Mid 3 Fund (a) |
3 |
Spectrum Investment Advisors, Inc. |
3 |
TPI Fund Managers Ltd |
3 |
Bip Gp Llc |
3 |
JMKAX - John Hancock Funds II - Emerging Markets Debt Fund Class A |
3 |
Versant Venture Capital III, L.P. |
3 |
HGGAX - HARBOR FUNDS - Harbor Global Leaders Fund Institutional Class |
3 |
New England Guild Wealth Advisors, Inc. |
3 |
FLN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Latin America AlphaDEX Fund |
3 |
Forager Funds Management Pty Ltd |
3 |
Valueinvest Asset Management S.A. |
3 |
Titcomb Shawn |
3 |
Jnl Series Trust - Jnl/goldman Sachs Emerging Markets Debt Fund (a) |
3 |
FBZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Brazil AlphaDEX Fund |
3 |
Southpaw Asset Management LP |
3 |
Gemsstock Ltd. |
3 |
NBFC - Neuberger Berman ETF Trust - Neuberger Berman Flexible Credit Income ETF |
3 |
Atreides Management, LP |
3 |
Apple Tree Partners Ii Lp |
3 |
FSCOX - FIDELITY INVESTMENT TRUST - Fidelity International Small Cap Opportunities Fund |
3 |
SAM Advisors, LLC |
3 |
DAEMX - Dunham Funds - Dunham Emerging Markets Stock Fund Class A |
3 |
FLIA - Franklin Templeton ETF Trust - Franklin Liberty International Aggregate Bond ETF |
3 |
JNL SERIES TRUST - JNL/Oppenheimer Emerging Markets Innovator Fund (A) |
3 |
AFFEX - AMG Funds IV - AMG Managers Fairpointe ESG Equity Fund Class I |
3 |
CAP Partners, LLC |
3 |
NMDMX - COLUMBIA FUNDS SERIES TRUST - Columbia Maryland Intermediate Municipal Bond Fund Class A |
3 |
VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares |
3 |
Asia Research & Capital Management Ltd |
3 |
KGGAX - Advisors' Inner Circle Fund II - KOPERNIK GLOBAL ALL-CAP FUND CLASS A SHARES |
3 |
TBP Investments Management, LLC |
3 |
Blackrock Muniyield Fund, Inc. |
3 |
Dodds Wealth, LLC |
3 |
FPONX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Payout 2022 Fund Class R6 |
3 |
HRRLX - Homestead Funds Trust - Rural America Growth & Income Fund |
3 |
Ironwood Wealth Management, Inc. |
3 |
FPOGX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Payout 2020 Fund Class R6 |
3 |
Alpine Peaks Capital, LP |
3 |
Profit Funds Investment Trust |
3 |
Farrell Financial LLC |
3 |
Avanda Investment Management Pte. Ltd. |
3 |
FLSW - Franklin Templeton ETF Trust - Franklin FTSE Switzerland ETF |
3 |
EMTL - SSGA Active Trust - SPDR DoubleLine Emerging Markets Fixed Income ETF |
3 |
Destra Investment Trust Ii |
3 |
Anqa Management Llc |
3 |
FLLA - Franklin Templeton ETF Trust - Franklin FTSE Latin America ETF |
3 |
FLBR - Franklin Templeton ETF Trust - Franklin FTSE Brazil ETF |
3 |
FLCA - Franklin Templeton ETF Trust - Franklin FTSE Canada ETF |
3 |
Jnl Series Trust - Jnl/scout Unconstrained Bond Fund (a) |
3 |
Stralem Fund |
3 |
Ehrlich Financial Group |
3 |
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class |
3 |
CBMAX - WELLS FARGO FUNDS TRUST - Wells Fargo C&B Mid Cap Value Fund Class A |
3 |
Amplitude Healthcare Holdings LLC |
3 |
SSEMX - SSGA FUNDS - State Street Defensive Emerging Markets Equity Fund Class N |
3 |
EAALX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Focused Growth Fund Class A |
3 |
PISJX - Columbia Funds Series Trust II - Columbia Pyrford International Stock Fund Class R |
3 |
TASCX - THIRD AVENUE TRUST - THIRD AVENUE SMALL-CAP VALUE FUND Institutional Class |
3 |
PEBIX - PIMCO FUNDS - PIMCO Emerging Markets Bond Fund Institutional |
3 |
PEASX - PRINCIPAL FUNDS INC - International Emerging Markets Fund R-2 |
3 |
Hiley Hunt Wealth Management |
3 |
SWNTX - SCHWAB INVESTMENTS - Schwab Tax-Free Bond Fund |
3 |
Arvin Capital Management LP |
3 |
PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional |
3 |
WCMEX - Investment Managers Series Trust - WCM Focused Emerging Markets Fund Institutional Class |
3 |
Rhone Capital L.L.C. |
3 |
Rps Advisory Solutions Llc |
3 |
Shkreli Martin |
3 |
Account Management LLC |
3 |
IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class |
3 |
OBIIX - OBERWEIS FUNDS - Oberweis International Opportunities Institutional Fund |
3 |
Ameraudi Asset Management, Inc. |
3 |
TVM Life Science Ventures VI LP |
3 |
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF |
3 |
OBIOX - OBERWEIS FUNDS - Oberweis International Opportunities Fund |
3 |
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF |
3 |
Crake Asset Management LLP |
3 |
PGBPX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund I-2 |
3 |
Honeycomb Asset Management LP |
3 |
SUNAMERICA SERIES TRUST - SA JPMorgan Emerging Markets Portfolio Class 1 |
3 |
Mill Road Capital Management LLC |
3 |
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A |
3 |
Smh Capital Advisors Inc |
3 |
FKU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust United Kingdom AlphaDEX Fund |
3 |
Catalys Pacific, LLC |
3 |
Claremont Financial Group, Inc. |
3 |
Gates Ventures, Llc |
3 |
Barer Sol J |
3 |
Blue Whale Capital LLP |
3 |
FEMS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets Small Cap AlphaDEX Fund |
3 |
GOLY - Strategy Shares - Strategy Shares Gold-Hedged Bond ETF |
3 |
IDV - iSHARES TRUST - iShares International Select Dividend ETF |
3 |
AXJL - WisdomTree Trust - WisdomTree Asia Pacific ex-Japan Fund N/A |
3 |
Serenus Wealth Advisors, LLC |
3 |
Rho Ventures V, L.P. |
3 |
Healthcare Ventures Vii Lp |
3 |
G2 Capital Management, Llc / Oh |
3 |
Skyline Venture Partners Qualified Purchaser Fund IV L P |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Mondrian International Value Fund Standard Class |
3 |
Longwood Fund II, L.P. |
3 |
Plan Investment Fund Inc |
3 |
HYMB - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays High Yield Municipal Bond ETF |
3 |
Baker Julian |
3 |
GLPAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares |
3 |
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A |
3 |
MAKOX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS KOREA FUND Investor Class Shares |
3 |
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A |
3 |
KfW |
3 |
Alliancebernstein Income Fund Inc |
3 |
Aberdeen Funds - Aberdeen Japanese Equities Fund Class A Shares |
3 |
Alta Fox Capital Management, Llc |
3 |
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF |
3 |
MMGAX - MFS MUNICIPAL SERIES TRUST - MFS Georgia Municipal Bond Fund A |
3 |
AH Capital Management, L.L.C. |
3 |
MBDBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Emerging Markets Debt Portfolio Class II |
3 |
P2 Capital Partners, LLC |
3 |
IAFEX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund |
3 |
BGIAX - BRANDES INVESTMENT TRUST - Brandes Global Equity Income Fund Class A |
3 |
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund |
3 |
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF |
3 |
Stratus Fund Inc |
3 |
NWGHX - NATIONWIDE MUTUAL FUNDS - Nationwide Diamond Hill Large Cap Concentrated Fund Class A |
3 |
Aberdeen Funds - Aberdeen U.S. Mid Cap Equity Fund Class A |
3 |
KEYWISE CAPITAL MANAGEMENT (HK) Ltd |
3 |
TEMMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Small Cap Fund Class A |
3 |
CR Group L.P. |
3 |
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A |
3 |
Devon Park Bioventures Lp |
3 |
Canaan XI L.P. |
3 |
Susa Registered Fund, L.l.c. |
3 |
MYCK - SSGA Active Trust - SPDR SSGA My2031 Corporate Bond ETF |
3 |
TQEZX - AMG FUNDS - AMG TimesSquare Emerging Markets Small Cap Fund Class Z |
3 |
PWER - Macquarie ETF Trust - Macquarie Energy Transition ETF |
3 |
Wade Financial Advisory, Inc |
3 |
Ping Capital Management, Inc. |
3 |
Telligent Fund, LP |
3 |
Cohen & Steers Total Return Realty Fund Inc |
3 |
TIFUX - MORGAN STANLEY PATHWAY FUNDS - International Fixed Income Fund |
3 |
Stratton Mid Cap Value Fund, Inc. |
3 |
AAEMX - ALGER FUNDS II - Alger Emerging Markets Fund Class A |
3 |
ETFis Series Trust I - Virtus Glovista Emerging Markets ETF |
3 |
RPNLX - RIVERPARK FUNDS TRUST - RiverPark/Next Century Large Growth Fund Institutional Class Shares |
3 |
Verde Capital Management |
3 |
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2 |
3 |
IGE - iSHARES TRUST - iShares North American Natural Resources ETF |
3 |
ESGX - ETF Opportunities Trust - Tuttle Capital Shareholders First Index ETF |
3 |
Infini Master Fund |
3 |
IHF - iSHARES TRUST - iShares U.S. Healthcare Providers ETF |
3 |
Chez Ronald L |
3 |
Franklin Mutual Recovery Fund |
3 |
CAMMX - Advisors' Inner Circle Fund - Cambiar Smid Fund Investor Class Shares |
3 |
WIEFX - BOSTON TRUST WALDEN FUNDS - Walden International Equity Fund |
3 |
Ault Global Holdings, Inc. |
3 |
Sands Capital Life Sciences Pulse Fund II, L.P. |
3 |
Contran Corp |
3 |
Thiel Peter |
3 |
Canaan Partners X LLC |
3 |
Data Collective IV GP, LLC |
3 |
WSCIX - Advisors' Inner Circle Fund - Westwood Strategic Convertibles Fund Institutional Shares |
3 |
Index Venture Associates III Ltd |
3 |
Partners Value Investments LP |
3 |
TLEVX - AMG FUNDS - AMG GW&K Trilogy Emerging Markets Equity Fund Class N |
3 |
Brighthouse Funds Trust I - Brighthouse Balanced Plus Portfolio Class B |
3 |
Longitude Capital Partners IV, LLC |
3 |
TMCPX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE MID CAP FUND Class Y |
3 |
Northern Lights Fund Trust - Power Dividend Mid-Cap Index Fund Class A |
3 |
LLINX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners International Fund |
3 |
Aberdeen Global Select Opportunities Fund Inc. |
3 |
Franklin Templeton ETF Trust - Franklin Focused Growth ETF |
3 |
ETMDX - EATON VANCE MUNICIPALS TRUST - Eaton Vance Maryland Municipal Income Fund Class A |
3 |
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF |
3 |
RAMIX - Advisor Managed Portfolios - Ramirez Core Bond Fund Institutional Class |
3 |
INCIX - James Alpha Funds Trust - James Alpha Hedged High Income Fund Class I |
3 |
BEEZ - EA Series Trust - Honeytree U.S. Equity ETF |
3 |
TEDNX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Debt Fund Institutional Class |
3 |
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I |
3 |
Muirfield Wealth Advisors Llc |
3 |
JOAIX - Advisers Investment Trust - JOHCM Asia Ex-Japan Equity Fund Class I |
3 |
Abingworth Management LTD |
3 |
Amiya Capital LLP |
3 |
Duke University |
3 |
JOPSX - Advisers Investment Trust - JOHCM International Opportunities Fund Institutional Shares |
3 |
SDCP - Virtus ETF Trust II - Virtus Newfleet Short Duration Core Plus Bond ETF |
3 |
Roche Holding Ltd |
3 |
Topline Capital Management, LLC |
3 |
SLANX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Latin America Equity Fund Class A |
3 |
Oaktree Capital Group, LLC |
3 |
Vida Ventures, LLC |
3 |
DMRE - Transamerica ETF Trust - DeltaShares S&P EM 100 & Managed Risk ETF |
3 |
EWQ - iShares, Inc. - iShares MSCI France ETF |
3 |
Nuveen Municipal Credit Opportunities Fund |
3 |
Hep Investments Llc |
3 |
Melfa Wealth Management, Llc |
3 |
PM CAPITAL Ltd |
3 |
One01 Capital, LP |
3 |
EOPS - Emles Trust - Emles Alpha Opportunities ETF |
3 |
Jemapete Christopher J |
3 |
Delphi Management Partners VIII, L.L.C. |
3 |
CARK - Advisors' Inner Circle Fund II - CastleArk Large Growth ETF |
3 |
Profunds - Profund Vp Asia 30 |
3 |
VTEI - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Bond ETF ETF Shares |
3 |
Awm Capital, Llc |
3 |
Karn, Couzens & Associates, Inc. |
3 |
ECSQX - Harbor Funds II - Embark Commodity Strategy Fund Retirement Class |
3 |
SGHIX - SATURNA INVESTMENT TRUST - Sextant Global High Income Fund |
3 |
AJ Advisors, LLC |
3 |
Efficient Advisors, LLC |
3 |
ASTEX - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND Class A |
3 |
RYSEX - ROYCE FUND - Royce Special Equity Fund Investment Class |
3 |
EALBX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS 1-to-10 Year Laddered Municipal Bond Fund Class A |
3 |
SPSK - Tidal ETF Trust - SP Funds Dow Jones Global Sukuk ETF |
3 |
Touchstone Capital, Inc. |
3 |
Peizer Terren S |
3 |
NSMVX - NORTHERN LIGHTS FUND TRUST II - North Star Micro Cap Fund Class I Shares |
3 |
RCS Financial Planning, LLC |
3 |
SK Wealth Management, LLC |
3 |
RYDVX - ROYCE FUND - Royce Dividend Value Fund Service Class |
3 |
Regimen Wealth, Llc |
3 |
Kearns & Associates LLC |
3 |
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A |
3 |
SEQUX - Sequoia Fund Inc - Sequoia Fund Inc |
3 |
RVER - Advisor Managed Portfolios - Trenchless Fund ETF |
3 |
EELDX - Eaton Vance Series Fund, Inc - Eaton Vance Emerging Markets Debt Opportunities Fund Class R6 |
3 |
BWNYX - BULLFINCH FUND INC - Greater Western New York Series |
3 |
First Trust Senior Floating Rate 2022 Target Term Fund |
3 |
Makena Capital Management Llc |
3 |
Decade Renewable Partners Lp |
3 |
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A |
3 |
R.P. Boggs & Co. |
3 |
EKAR - EXCHANGE TRADED CONCEPTS TRUST - Ideanomics NextGen Vehicles & Technology ETF |
3 |
Freemont Capital Pte Ltd |
3 |
Ararat Capital Management, LP |
3 |
BBH Trust - BBH Partner Fund - Select Short Term Assets |
3 |
Xulu, Inc. |
3 |
QDIBX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans |
3 |
Kynikos Associates LP |
3 |
Hartford Funds Nextshares Trust |
3 |
QDVBX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans |
3 |
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund |
3 |
IWTR - iSHARES TRUST - iShares MSCI Water Management Multisector ETF |
3 |
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A |
3 |
PIAMX - ADVISORS SERIES TRUST - PIA High Yield (MACS) Fund Managed Account Completion Shares |
3 |
PRASX - T. Rowe Price International Funds, Inc. - T. Rowe Price New Asia Fund |
3 |
FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund |
3 |
Baring Financial LLC |
3 |
HLMRX - HARDING LOEVNER FUNDS INC - Harding Loevner International Small Companies Portfolio INSTITUTIONAL |
3 |
Cooperatief LSP IV U.A. |
3 |
VFPAX - FundVantage Trust - Private Capital Management Value Fund Class A |
3 |
OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class |
3 |
Mainsail Asset Management, Llc |
3 |
Anthion Management, Llc |
3 |
Cannon Wealth Management Services, LLC |
3 |
PXBAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM International Bond Fund Class A |
3 |
Goldman Sachs Mlp & Energy Renaissance Fund |
3 |
WCMUX - Investment Managers Series Trust - WCM Focused ESG Emerging Markets Fund Investor Class Shares |
3 |
Compass Advisory Group LLC |
3 |
Lynch Timothy P |
3 |
TERIX - Investment Managers Series Trust II - All Terrain Opportunity Fund Institutional Class |
3 |
OMT Capital Management LLC |
3 |
Astellas Pharma Inc. |
3 |
Lilly Endowment Inc |
3 |
CCMSX - Advisors' Inner Circle Fund II - Cardinal Small Cap Value Fund Institutional Class Shares |
3 |
Hapanowicz & Associates Financial Services, Inc |
3 |
PTCRX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Credit Fund - Institutional Class |
3 |
Pillar Wealth Advisors, LLC |
3 |
Sudbury Capital Fund, LP |
3 |
MPEMX - Gallery Trust - MONDRIAN EMERGING MARKETS VALUE EQUITY FUND |
3 |
ZGFIX - Advisors' Inner Circle Fund III - Ninety One Global Franchise Fund I Shares |
3 |
Barings Funds Trust - Barings Diversified Income Fund Class A Shares |
3 |
HUMDX - ADVISORS SERIES TRUST - Huber Capital Mid Cap Value Fund Investor Class |
3 |
John Hancock Preferred Income Fund |
3 |
EWL - iShares, Inc. - iShares MSCI Switzerland ETF |
3 |
ASHS - DBX ETF TRUST - Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF |
3 |
Packer & Co Ltd |
3 |
MUB - iSHARES TRUST - iShares National Muni Bond ETF |
3 |
ZIFIX - Advisors' Inner Circle Fund III - NINETY ONE INTERNATIONAL FRANCHISE FUND I Shares |
3 |
New Enterprise Associates 17, L.P. |
3 |
Cortex Capital Management LLC |
3 |
ARFFX - ARIEL INVESTMENT TRUST - Ariel Focus Fund Investor Class |
3 |
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares |
3 |
John Hancock Preferred Income Fund Iii |
3 |
Shah Capital Management |
3 |
WealthCare Investment Partners, LLC |
3 |
Mallinckrodt Plc |
3 |
RiverVest Venture Fund III, L.P. |
3 |
BLACKROCK MULTI STATE MUNICIPAL SERIES TRUST - BlackRock New York Municipal Opportunities Fund Investor A1 |
3 |
Alliance Trust PLC |
3 |
Persium Advisors, LLC |
3 |
John Hancock Preferred Income Fund Ii |
3 |
WCLGX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL LARGE CAP GROWTH FUND INSTITUTIONAL CLASS SHARES |
3 |
IQDAX - Trust for Advised Portfolios - Infinity Q Diversified Alpha Fund Investor Class |
3 |
Bain Capital Public Equity, LP |
3 |
Ligand Pharmaceuticals Inc |
3 |
Mercator Fund (Cayman Master) LP |
3 |
TCWAX - TEMPLETON CHINA WORLD FUND - Templeton China World Fund Class A |
3 |
FundX Investment Group, LLC |
3 |
Dexcel Pharma Technologies Ltd. |
3 |
RWLIX - Two Roads Shared Trust - Redwood Activist Leaders Fund Class I |
3 |
Hook Mill Capital Partners, LP |
3 |
Philadelphia International Advisors Lp |
3 |
HJPIX - HENNESSY FUNDS TRUST - Hennessy Japan Fund Institutional Class |
3 |
Zone II Healthcare Holdings, LLC |
3 |
Armen Garo H |
3 |
Knight Therapeutics Inc |
3 |
Greenhaven Associates Inc |
3 |
Bluestem Financial Advisors, Llc |
3 |
Polus Capital Management Ltd |
3 |
AF Advisors, Inc. |
3 |
MWG Management Ltd. |
3 |
Biglari Capital Corp. |
3 |
SQ Advisors, LLC |
3 |
Boyu Capital Investment Management Co., Limited |
3 |
BloombergSen Inc. |
3 |
CPR Investments Inc. |
3 |
Kenmare Capital Partners, L.L.C. |
3 |
GRHIX - Goehring & Rozencwajg Investment Funds - Goehring & Rozencwajg Resources Fund Institutional Class Shares |
3 |
OSEA - Harbor ETF Trust - Harbor International Compounders ETF |
3 |
LSHAX - KINETICS MUTUAL FUNDS INC - Kinetics Spin-Off and Corporate Restructuring Fund Advisor Class A |
3 |
EDEN - iSHARES TRUST - iShares MSCI Denmark ETF |
3 |
Svlsf Iv, Llc |
3 |
West Coast Asset Management Inc |
3 |
Hoya Capital Real Estate, LLC |
3 |
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF |
3 |
Westfuller Advisors, LLC |
3 |
NBJP - Neuberger Berman ETF Trust - Neuberger Berman Japan Equity ETF |
3 |
Global Frontier Investments LLC |
3 |
Sj Strategic Investments Llc |
3 |
EDOG - ALPS ETF Trust - ALPS Emerging Sector Dividend Dogs ETF |
3 |
Uziel Amir |
3 |
TWWDX - LORD ASSET MANAGEMENT TRUST - Thomas White International Fund Investor Class |
3 |
Utah Peaks Capital Inc |
3 |
Prosperity Planning, Inc. |
3 |
Forsakringsaktiebolaget Avanza Pension |
3 |
JMG Financial Group, Ltd. |
3 |
Fithian, LLC |
3 |
Edge Financial Advisors LLC |
3 |
Centerline Investment Partners, LP |
3 |
Evermore Global Advisors, LLC |
3 |
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF |
3 |
Grand Prix Investors Trust |
3 |
MMHVX - MAINSTAY FUNDS TRUST - MainStay MacKay High Yield Municipal Bond Fund Investor Class |
3 |
VANGUARD CMT FUNDS - Vanguard Municipal Low Duration Fund |
3 |
FTSL - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Senior Loan Fund |
3 |
Chinook Capital Management |
3 |
KDIV - Krane Shares Trust - KraneShares S&P Pan Asia Dividend Aristocrats Index ETF |
3 |
B. Riley Fbr, Inc. |
3 |
Beacon Financial Planning, Inc |
3 |
FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund |
3 |
MEM - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Active ETF |
3 |
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF |
3 |
Bank of Italy |
3 |
Focused Investors LLC |
3 |
Darrow Company, Inc. |
3 |
LMMDX - Trust for Advised Portfolios - 1919 Maryland Tax-Free Income Fund Class A |
3 |
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund |
3 |
Jones Road Capital Management, L.p. |
3 |
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund |
3 |
Audent Global Asset Management, LLC |
3 |
Frontier Asset Management, LLC |
3 |
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF |
3 |
SailingStone Capital Partners LLC |
3 |
VICAX - Northern Lights Fund Trust IV - USA Mutuals Vice Global Fund Class A |
3 |
Small Cap Value Fund, Inc. |
3 |
Coronation Asset Management (Pty) Ltd. |
3 |
PAILX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison International Small-Mid Cap Opportunities Fund Class C |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class |
3 |
WXCIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets ex China Growth Fund Class I |
3 |
Foundation Wealth Management, LLC |
3 |
RGEF - Tidal Trust III - Rockefeller Global Equity ETF |
3 |
Davies Financial Advisors, Inc. |
3 |
Continental General Insurance Co |
3 |
Enzi Wealth |
3 |
Alcosta Capital Management, Inc. |
3 |
TFBYX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Short Term Bond Fund Y Class |
3 |
5AM Ventures VI, L.P. |
3 |
Oppenheimer International Equity Fund |
3 |
Scale Management, LLC |
3 |
NB Public Equity K/S |
3 |
MY Wealth Management Inc. |
3 |
Acp Iv, L.p. |
3 |
Prospect Venture Partners Ii Lp |
3 |
Tonaquint, Inc. |
3 |
GMAHX - GMO TRUST - GMO-Usonian Japan Value Creation Fund Class VI |
3 |
North Forty Management, LLC |
3 |
T2 Partners Management, LP |
3 |
Oppenheimer International Growth Fund |
3 |
Neuberger Berman Mlp Income Fund Inc. |
3 |
Candlewood Investment Group, LP |
3 |
CSIAX - Centerstone Investors Trust - Centerstone International Fund Class A |
3 |
Groussman Mark |
3 |
Gordon Michael S |
3 |
YieldStreet Prism Fund Inc. |
3 |
Phase4 Partners Ltd |
3 |
Vermillion Asset Management LLC |
3 |
Andera Partners |
3 |
BICKX - BAILLIE GIFFORD FUNDS - Baillie Gifford International Smaller Companies Fund Class K |
3 |
Dong-a St Co., Ltd |
3 |
AADGX - ADVISORS SERIES TRUST - Aasgard Small & Mid-Cap Fund No Load Class |
3 |
ISMIX - FORUM FUNDS - LMCG International Small Cap Fund Institutional Shares |
3 |
MACEX - Legg Mason Global Asset Management Trust - Martin Currie Emerging Markets Fund Class A |
3 |
APG Investment Services NV |
3 |
Value Holdings Lp |
3 |
MSS Series Trust - One Rock Fund |
3 |
CALFX - CUTLER TRUST - Cutler Fixed Income Fund |
3 |
LHEAX - LOCORR INVESTMENT TRUST - LoCorr Hedged Core Fund Class A |
3 |
HAO - Invesco Exchange-Traded Fund Trust II - Invesco China Small Cap ETF |
3 |
Smid-cap Portfolio |
3 |
Strategic Income Management, LLC |
3 |
Bratton Douglas K |
3 |
Choice Wealth Advisors, LLC |
3 |
OFSFX - Managed Portfolio Series - Olstein Strategic Opportunities Fund Adviser Class |
3 |
FLAAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen All-American Municipal Bond Fund - Class A |
3 |
TIHCX - TRANSAMERICA FUNDS - Transamerica International Value Class I2 |
3 |
SEKAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Emerging Markets Equity Fund Class A |
3 |
AAIIX - ANCORA TRUST - Ancora Income Fund Class I |
3 |
FFSYX - AB CAP FUND, INC. - AB FlexFee International Strategic Core Portfolio Advisor Class |
3 |
St George Investments LLC |
3 |
Whetstone Capital Advisors, LLC |
3 |
SMEZ - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR EURO STOXX Small Cap ETF |
3 |
Goehring & Rozencwajg Associates, LLC |
3 |
EMQAX - Ashmore Funds - Ashmore Emerging Markets Active Equity Fund CLASS A |
3 |
HSIDX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable International Core Fund Class SDR |
3 |
WJ Wealth Management, LLC |
3 |
Brosh Capital Partners L.p. |
3 |
Cathy Pareto & Associates, Inc |
3 |
Independent Order of Foresters |
3 |
Delphi Ventures Viii Lp |
3 |
McCarthy & Cox |
3 |
PBBIX - FundVantage Trust - Polen Upper Tier High Yield Fund Institutional Class |
3 |
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) |
3 |
FIDELIS iM, LLC |
3 |
VFGAX - VICTORY PORTFOLIOS - Victory NewBridge Large Cap Growth Fund Class A |
3 |
ZCAN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Canada ETF |
3 |
TDVFX - Investment Managers Series Trust - Towle Deep Value Fund |
3 |
Whitmore Bradford T |
3 |
IJEAX - Voya INVESTORS TRUST - VY(R) JPMorgan Emerging Markets Equity Portfolio Class ADV |
3 |
Samana Capital, L.p. |
3 |
CPMG Inc |
3 |
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares |
3 |
ULTRA SERIES FUND - Mid Cap Fund Class I |
3 |
Whelan Financial |
3 |
FTZIX - Capitol Series Trust - Fuller & Thaler Behavioral Unconstrained Equity Fund Institutional Shares |
3 |
Charles Carroll Financial Partners, LLC |
3 |
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S |
3 |
VEMY - Virtus ETF Trust II - Virtus Stone Harbor Emerging Markets High Yield Bond ETF |
3 |
CIM Real Assets & Credit Fund |
3 |
Societe des Produits Nestle S.A. |
3 |
Drystone LLC |
3 |
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares |
3 |
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares |
3 |
Carrhae Capital LLP |
3 |
CIVQX - World Funds Trust - Clifford Capital International Value Fund Super Institutional Class |
3 |
FBLUX - Managed Portfolio Series - Friess Brandywine Blue Fund Class I |
3 |
RBCRX - RBC FUNDS TRUST - RBC China Equity Fund Class R6 |
3 |
New Leaf Biopharma Opportunities I, L.P. |
3 |
Dellora Investments LP |
3 |
Capital Point Ltd. |
3 |
TFAMX - Tactical Investment Series Trust - Tactical Moderate Allocation Fund Class A |
3 |
GFGEX - Capitol Series Trust - Guardian Fundamental Global Equity Fund Institutional Shares |
3 |
Echo Point Investment Management, LLC |
3 |
Morgan Stanley Emerging Markets Debt Fund Inc |
3 |
TRFAX - Northern Lights Fund Trust - Patriot Fund Class A Shares |
3 |
ACSI - ETF Series Solutions - American Customer Satisfaction ETF |
3 |
Cerrone Gabriel |
3 |
Svlsf V, Llc |
3 |
Edmond De Rothschild (italia) Sgr Spa |
3 |
Questar Asset Management, Inc. |
3 |
Ally Bridge MedAlpha Master Fund L.P. |
3 |
Carebourn Capital, L.P. |
3 |
IOBCX - ICON FUNDS - ICON Flexible Bond Fund Class C |
3 |
ICNCX - ICON FUNDS - ICON Fund Class C |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class |
3 |
ICLEX - ICON FUNDS - ICON Consumer Staples Fund Class S |
3 |
ADVIX - Investment Managers Series Trust - Vaughan Nelson International Small Cap Fund Advisor Class |
3 |
JECAX - JPMorgan Trust I - JPMorgan Emerging Markets Strategic Debt Fund Class A |
3 |
Canaan VIII LP |
3 |
Kennedy Lewis Management Lp |
3 |
Poplar Point Capital Management Llc |
3 |
Ares Trading S.A. |
3 |
IORUX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Municipals Fund Class R6 |
3 |
Appel Peter A |
3 |
Jasinkiewicz Capital Management, Lp |
3 |
CINTX - NORTHERN LIGHTS FUND TRUST III - Centerstone International Fund Class I |
3 |
TFAGX - Tactical Investment Series Trust - TFA AlphaGen Growth Fund Class I |
3 |
IVFAX - FEDERATED EQUITY FUNDS - Federated International Strategic Value Dividend Fund Class A Shares |
3 |
Tree Line Advisors (Hong Kong) Ltd. |
3 |
FHSRX - Federated Adviser Series - Federated Hermes Global Small Cap Fund Class C Shares |
3 |
Aspireon Wealth Advisors |
3 |
CNRGX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Short Term Emerging Markets Debt Fund Class Y |
3 |
GEOSX - Pear Tree Funds - Pear Tree Essex Environmental Opportunities Fund Institutional Shares |
3 |
Hanmi Pharmaceutical Co., Ltd. |
3 |
Searcy Financial Services Inc /adv |
3 |
Southridge Partners Ii Lp |
3 |
BINUX - BARON SELECT FUNDS - Baron New Asia Fund R6 Shares |
3 |
Sumitomo Chemical Co., Ltd. |
3 |
MCSE - Franklin Templeton ETF Trust - Martin Currie Sustainable International Equity ETF |
3 |
Lunate Capital Ltd |
3 |
Lightrock Netherlands B.V. |
3 |
Fortress Financial Solutions, LLC |
3 |
Figure 8 Investment Strategies Llc |
3 |
5T Wealth, LLC |
3 |
Variant Private Wealth, LLC |
3 |
Magnolia Private Wealth, LLC |
3 |
Fortress Financial Group, Llc |
3 |
Alta Partners Management Company, L.P. |
3 |
Novus Advisors, Llc |
3 |
Axis Wealth Partners, LLC |
3 |
Coordinated Financial Services, Inc. |
3 |
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co |
3 |
HMV Wealth Advisors, LLC |
3 |
Arrien Investments, Inc. |
3 |
Grantvest Financial Group LLC |
3 |
Martin Worley Group |
3 |
Sharpepoint Llc |
3 |
Entruity Wealth, LLC |
3 |
Kane Investment Management, Inc. |
3 |
Everest Management Corp. |
3 |
ADAPT Investment Managers SA |
3 |
Bastion Asset Management Inc. |
3 |
PRVS - PARNASSUS INCOME FUNDS - Parnassus Value Select ETF |
3 |
SALT Holding Corp. |
3 |
Lightspeed Management Company, L.L.C. |
3 |
Cypress Advisory Group LLC |
3 |
Breakthru Advisory Services, Llc |
3 |
BIP Alliance, LLC |
3 |
Helium Advisors LLC |
3 |
PIEQ - Principal Exchange-Traded Funds - Principal International Equity ETF |
3 |
Wealth Management Strategies, Inc. |
3 |
RedJay Asset Management Inc. |
3 |
BAFJX - Brown Advisory Funds - Brown Advisory - WMC Japan Equity Fund Institutional Shares |
3 |
FEMR - FIDELITY COVINGTON TRUST - Fidelity Enhanced Emerging Markets ETF |
3 |
WCMI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust WCM International Equity ETF |
3 |
WCMGX - FIRST TRUST SERIES FUND - First Trust WCM Focused Global Growth Fund Institutional Class |
3 |
FT Vest Rising Dividend Achievers Total Return Fund |
3 |
PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P |
3 |
PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P |
3 |
PACIFIC SELECT FUND - Bond Plus Portfolio Class P |
3 |
PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I |
3 |
PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I |
3 |
TOPT - iSHARES TRUST - iShares Top 20 U.S. Stocks ETF |
3 |
Comprehensive Money Management Services LLC |
3 |
Arcadia Wealth Management, Inc. |
3 |
IronOak Wealth LLC. |
3 |
TCW ETF Trust - TCW Senior Loan ETF |
3 |
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3 |
3 |
GENW - Spinnaker ETF Series - Genter Capital International Dividend ETF |
3 |
YFFI - Spinnaker ETF Series - Indexperts Yield Focused Fixed Income ETF |
3 |
Elevation Series Trust - The Opal International Dividend Income ETF |
3 |
PATN - Pacer Funds Trust - Pacer Nasdaq International Patent Leaders ETF |
3 |
SLWGX - VALUED ADVISERS TRUST - Slow Capital Growth Fund |
3 |
FFDI - FIDELITY COVINGTON TRUST - Fidelity Fundamental Developed International ETF |
3 |
Dynamic Financial Group |
3 |
Balance Wealth, LLC |
3 |
TXUG - Thornburg ETF Trust - Thornburg International Growth ETF |
3 |
Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETF |
3 |
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF |
3 |
Kingsman Wealth Management, Inc. |
3 |
Aspen Capital Management, LLC |
3 |
Baypointe Partners LLC |
3 |
Keystone Global Partners, LLC |
3 |
Longaeva Partners L.P. |
3 |
CSNR - Cohen & Steers ETF Trust - Cohen & Steers Natural Resources Active ETF |
3 |
TUSB - Thrivent ETF Trust - Thrivent Ultra Short Bond ETF |
3 |
PSRAX - Victory Portfolios IV - Victory Pioneer Strategic Income Fund Class A |
3 |
SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y |
3 |
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C |
3 |
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R |
3 |
Legacy Capital Wealth Management, Llc |
3 |
ETBOX - E Trade Trust - E*TRADE No Fee U.S. Bond Index Fund |
3 |
PRIV - SSGA Active Trust - SPDR SSGA Apollo IG Public & Private Credit ETF |
3 |
AdviceOne Advisory Services, LLC |
3 |
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A |
3 |
TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF |
3 |
ALIL - EA Series Trust - Argent Focused Small Cap ETF |
3 |
REMG - Russell Investments Exchange Traded Funds - Emerging Markets Equity Active ETF |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II |
3 |
Seneca Financial Advisors LLC |
3 |
Stonebridge Wealth Management, LLC |
3 |
Prospera Capital Management, LLC |
3 |
FTSFX - Capitol Series Trust - FullerThaler Behavioral Small-Mid Core Equity Fund R6 Shares |
3 |