USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
102 |
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
100 |
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
99 |
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
99 |
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
99 |
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
97 |
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
95 |
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
93 |
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
92 |
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
85 |
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
81 |
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
79 |
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
78 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
75 |
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
74 |
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
68 |
Six Circles Trust - Six Circles Global Bond Fund |
66 |
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
66 |
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
65 |
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
65 |
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
63 |
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
62 |
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
60 |
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
59 |
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
58 |
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
58 |
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
57 |
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
55 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
55 |
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
55 |
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
55 |
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
55 |
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
55 |
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
55 |
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
55 |
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
55 |
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
53 |
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M |
53 |
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
53 |
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
52 |
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
52 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
52 |
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
51 |
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
51 |
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
51 |
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
51 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
50 |
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
50 |
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
50 |
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
50 |
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
50 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
50 |
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
49 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
49 |
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
48 |
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
48 |
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
48 |
BRACX - Blackrock Allocation Target Shares - Bats Series C |
48 |
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
47 |
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
47 |
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
47 |
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
47 |
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
46 |
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
46 |
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
46 |
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
46 |
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
46 |
MASTER BOND LLC - Master Total Return Portfolio |
46 |
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
45 |
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A |
45 |
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
45 |
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
44 |
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
44 |
NOBOX - Northern Funds - Northern Bond Index Fund |
44 |
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
42 |
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
42 |
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
41 |
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
40 |
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
40 |
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
40 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
40 |
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
40 |
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
40 |
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
40 |
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
39 |
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
39 |
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
38 |
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A |
38 |
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
38 |
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
37 |
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
37 |
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
37 |
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A |
37 |
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
37 |
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
37 |
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
37 |
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
37 |
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
37 |
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
37 |
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
36 |
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
36 |
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
36 |
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
36 |
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
36 |
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
36 |
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
36 |
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
36 |
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
35 |
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
35 |
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
34 |
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
34 |
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
34 |
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
34 |
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
34 |
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
34 |
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
34 |
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
34 |
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
33 |
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
33 |
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
33 |
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
33 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
33 |
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
33 |
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
33 |
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
32 |
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
32 |
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
32 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
32 |
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
32 |
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
32 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
32 |
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
31 |
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
31 |
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
31 |
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
31 |
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
31 |
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
31 |
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
31 |
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
31 |
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
31 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
30 |
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
30 |
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
30 |
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
30 |
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
30 |
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
30 |
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
30 |
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
30 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
30 |
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
30 |
ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
29 |
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
29 |
USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
29 |
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
29 |
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
29 |
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
29 |
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
29 |
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
29 |
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
29 |
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
29 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
28 |
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
28 |
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
28 |
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
28 |
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
28 |
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
28 |
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
28 |
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
28 |
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
28 |
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
28 |
Invesco Bond Fund |
28 |
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
27 |
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
27 |
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
27 |
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
27 |
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
27 |
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
27 |
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
27 |
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
27 |
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I |
27 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
27 |
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
27 |
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
27 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
27 |
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
27 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
27 |
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
26 |
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
26 |
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
26 |
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
26 |
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
26 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
26 |
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
26 |
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
26 |
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
26 |
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF |
26 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
26 |
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
25 |
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
25 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
25 |
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
25 |
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
25 |
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
25 |
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
25 |
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
25 |
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
25 |
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
25 |
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
24 |
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
24 |
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
24 |
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
24 |
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
24 |
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
24 |
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
24 |
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
24 |
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
24 |
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
23 |
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
23 |
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
23 |
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 |
23 |
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
23 |
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF |
23 |
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
23 |
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
23 |
BlackRock ETF Trust II - BlackRock Total Return ETF |
23 |
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
23 |
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF |
22 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
22 |
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A |
22 |
BRASX - Blackrock Allocation Target Shares - Bats Series S |
22 |
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
22 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
22 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
22 |
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
22 |
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
22 |
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
22 |
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
22 |
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares |
21 |
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
21 |
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
21 |
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
21 |
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
21 |
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio |
21 |
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio |
21 |
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
21 |
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
21 |
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
21 |
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
21 |
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A |
21 |
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF |
20 |
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares |
20 |
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
20 |
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF |
20 |
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
20 |
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
20 |
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
20 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
20 |
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
20 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
20 |
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
20 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class |
20 |
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
20 |
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
20 |
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
20 |
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
20 |
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
20 |
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
20 |
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
20 |
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
20 |
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
20 |
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
20 |
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
20 |
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
19 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
19 |
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
19 |
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
19 |
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
19 |
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
19 |
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
19 |
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV |
19 |
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
19 |
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
19 |
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
19 |
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
19 |
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund |
19 |
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
19 |
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
18 |
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
18 |
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
18 |
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional |
18 |
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
18 |
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund |
18 |
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
18 |
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA |
18 |
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
18 |
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
18 |
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
18 |
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
18 |
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
17 |
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
17 |
STFBX - Advisers Investment Trust - State Farm Balanced Fund |
17 |
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
17 |
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund |
17 |
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF |
17 |
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
17 |
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
17 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
17 |
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
17 |
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
17 |
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 |
17 |
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I |
17 |
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
17 |
Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
17 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
17 |
FundVantage Trust - Verplanck Balanced Fund |
17 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
17 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
17 |
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
17 |
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III |
16 |
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III |
16 |
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
16 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
16 |
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
16 |
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares |
16 |
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund |
16 |
PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
16 |
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
16 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
16 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class |
16 |
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
16 |
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
16 |
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
16 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
16 |
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund |
16 |
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
16 |
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
16 |
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund |
16 |
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
16 |
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
15 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II |
15 |
Jnl Series Trust - Jnl/wmc Balanced Fund (a) |
15 |
Blackrock Core Bond Trust |
15 |
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
15 |
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
15 |
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
15 |
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund |
15 |
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
15 |
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
15 |
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
15 |
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
15 |
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund |
15 |
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
15 |
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
15 |
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
15 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
15 |
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. |
15 |
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares |
15 |
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
15 |
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
15 |
JNL SERIES TRUST - JNL Bond Index Fund (I) |
15 |
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
15 |
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
15 |
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
15 |
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
15 |
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
15 |
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
15 |
Mfs Multimarket Income Trust |
15 |
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
15 |
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares |
14 |
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
14 |
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 |
14 |
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
14 |
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
14 |
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
14 |
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
14 |
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
14 |
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class |
14 |
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
14 |
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
14 |
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
14 |
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
14 |
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
14 |
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
14 |
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
14 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
14 |
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund |
14 |
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio |
14 |
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio |
14 |
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio |
14 |
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
14 |
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF |
14 |
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
14 |
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia |
14 |
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
14 |
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
14 |
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
14 |
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
14 |
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
14 |
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
14 |
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
14 |
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I |
14 |
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio |
14 |
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
13 |
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB |
13 |
Pacer Advisors, Inc. |
13 |
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E |
13 |
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares |
13 |
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
13 |
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
13 |
Mfs Charter Income Trust |
13 |
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
13 |
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares |
13 |
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF |
13 |
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
13 |
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
13 |
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
13 |
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A |
13 |
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
13 |
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
13 |
Bank Of America Corp /de/ |
13 |
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund |
13 |
Geode Capital Management, Llc |
13 |
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund |
13 |
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
13 |
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
13 |
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
13 |
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares |
13 |
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares |
13 |
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF |
13 |
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF |
13 |
Six Circles Trust - Six Circles Credit Opportunities Fund |
13 |
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
13 |
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
13 |
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
13 |
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A |
13 |
Jpmorgan Chase & Co |
13 |
Advanced Series Trust - Ast Advanced Strategies Portfolio |
12 |
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
12 |
IFP Advisors, Inc |
12 |
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
12 |
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A |
12 |
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A |
12 |
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
12 |
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
12 |
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A |
12 |
Deutsche Bank Ag\ |
12 |
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
12 |
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
12 |
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
12 |
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares |
12 |
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
12 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
12 |
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I |
12 |
BlackRock, Inc. |
12 |
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF |
12 |
Citigroup Inc |
12 |
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares |
12 |
Western Asset Income Fund |
12 |
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
12 |
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund |
12 |
Citadel Advisors Llc |
12 |
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio |
12 |
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
12 |
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
12 |
Wells Fargo & Company/mn |
12 |
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
12 |
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
12 |
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
12 |
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
12 |
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class |
12 |
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
12 |
VGLSX - VALIC Co I - Global Strategy Fund |
12 |
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
12 |
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
12 |
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio |
12 |
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
12 |
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
12 |
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund |
12 |
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
12 |
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A |
12 |
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class |
12 |
Blackrock Multi-sector Income Trust |
12 |
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
12 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
12 |
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional |
12 |
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
11 |
Alliancebernstein Global High Income Fund Inc |
11 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio |
11 |
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
11 |
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
11 |
Aqr Capital Management Llc |
11 |
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
11 |
Ameriprise Financial Inc |
11 |
Ancora Advisors, LLC |
11 |
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
11 |
Millennium Management Llc |
11 |
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
11 |
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund |
11 |
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class |
11 |
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
11 |
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
11 |
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A |
11 |
Morgan Stanley |
11 |
Rhumbline Advisers |
11 |
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
11 |
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
11 |
Proequities, Inc. |
11 |
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
11 |
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
11 |
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
11 |
SG Americas Securities, LLC |
11 |
PIMCO FUNDS - PIMCO Short Asset Portfolio |
11 |
Royal Bank Of Canada |
11 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
11 |
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
11 |
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
11 |
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
11 |
Parametric Portfolio Associates Llc |
11 |
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
11 |
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
11 |
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
11 |
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
11 |
Goldman Sachs Group Inc |
11 |
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
11 |
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
11 |
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
11 |
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
11 |
Paloma Partners Management Co |
11 |
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund |
11 |
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
11 |
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
11 |
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF |
11 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares |
11 |
Nomura Holdings Inc |
11 |
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB |
11 |
Jefferies Group LLC |
11 |
Captrust Financial Advisors |
11 |
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
11 |
Barclays Plc |
11 |
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
11 |
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
11 |
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund |
11 |
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z |
11 |
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) |
11 |
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
11 |
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative |
10 |
Hartford Mutual Funds Inc/ct |
10 |
Tiaa-cref Funds |
10 |
HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
10 |
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
10 |
College Retirement Equities Fund |
10 |
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
10 |
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
10 |
Virtu Financial LLC |
10 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
10 |
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
10 |
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
10 |
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF |
10 |
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
10 |
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
10 |
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
10 |
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
10 |
Oppenheimer Etf Trust |
10 |
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
10 |
Jane Street Group, Llc |
10 |
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
10 |
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
10 |
Bank of New York Mellon Corp |
10 |
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
10 |
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
10 |
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
10 |
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
10 |
PIMCO FUNDS - PIMCO Moderate Duration Portfolio |
10 |
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
10 |
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
10 |
Invesco Ltd. |
10 |
JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
10 |
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
10 |
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional |
10 |
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
10 |
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
10 |
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund |
10 |
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
10 |
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
10 |
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
10 |
Fmr Llc |
10 |
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
10 |
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
10 |
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
10 |
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
10 |
Vanguard Whitehall Funds |
10 |
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
10 |
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
10 |
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P |
10 |
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A |
10 |
Bnp Paribas Arbitrage, Sa |
10 |
Sei Investments Co |
10 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I |
10 |
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
10 |
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class |
10 |
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
10 |
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
10 |
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
10 |
IDMIX - LITMAN GREGORY FUNDS TRUST - iMGP Dolan McEniry Corporate Bond Fund Institutional Class |
10 |
Western Asset Investment Grade Defined Opportunity Trust Inc. |
10 |
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A |
10 |
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
10 |
Pnc Financial Services Group, Inc. |
10 |
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A |
10 |
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
10 |
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
10 |
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
10 |
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
10 |
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I |
10 |
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
10 |
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class |
10 |
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A |
10 |
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
10 |
Lazard Asset Management Llc |
10 |
Tower Research Capital LLC (TRC) |
10 |
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
10 |
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
10 |
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
10 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
10 |
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares |
10 |
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
10 |
Vanguard Group Inc |
10 |
NOSGX - Northern Funds - Northern Small Cap Value Fund |
10 |
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
10 |
Credit Suisse Ag/ |
10 |
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 |
10 |
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
10 |
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I |
10 |
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I |
10 |
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
10 |
Vantagepoint Funds |
10 |
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II |
10 |
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
10 |
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
10 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
10 |
MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
10 |
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
10 |
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
10 |
UBS Group AG |
10 |
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
10 |
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
10 |
Blackrock Credit Allocation Income Trust |
10 |
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
10 |
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
10 |
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
10 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
10 |
Insight Select Income Fund |
10 |
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
9 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
9 |
Cubist Systematic Strategies, LLC |
9 |
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
9 |
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
9 |
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF |
9 |
QCVAX - Clearwater Investment Trust - Clearwater International Fund |
9 |
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
9 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
9 |
National Asset Management, Inc. |
9 |
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio |
9 |
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund |
9 |
John Hancock Hedged Equity & Income Fund |
9 |
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
9 |
State Farm Variable Product Trust |
9 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
9 |
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
9 |
State Farm Mutual Fund Trust |
9 |
Charles Schwab Investment Management Inc |
9 |
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y |
9 |
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
9 |
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
9 |
PENN SERIES FUNDS INC - International Equity Fund |
9 |
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
9 |
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
9 |
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
9 |
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
9 |
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
9 |
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) |
9 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
9 |
Tcw Strategic Income Fund Inc |
9 |
Susquehanna International Group, Llp |
9 |
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares |
9 |
Panagora Asset Management Inc |
9 |
Manufacturers Life Insurance Company, The |
9 |
Nuveen Asset Management, LLC |
9 |
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A |
9 |
Alliancebernstein L.p. |
9 |
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares |
9 |
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
9 |
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
9 |
State Street Corp |
9 |
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P |
9 |
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A |
9 |
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
9 |
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
9 |
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A |
9 |
VDAFX - VALIC Co I - Dynamic Allocation Fund |
9 |
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
9 |
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
9 |
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
9 |
Legal & General Group Plc |
9 |
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
9 |
MJ - ETF Managers Trust - ETFMG Alternative Harvest ETF |
9 |
Sonora Investment Management, LLC |
9 |
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
9 |
Prelude Capital Management, Llc |
9 |
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
9 |
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
9 |
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
9 |
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I |
9 |
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
9 |
Marshall Wace, Llp |
9 |
AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
9 |
Principal Funds Inc |
9 |
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
9 |
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund |
9 |
Northern Trust Corp |
9 |
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund |
9 |
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio |
9 |
Janney Montgomery Scott LLC |
9 |
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
9 |
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A |
9 |
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
9 |
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I |
9 |
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
9 |
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
9 |
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
9 |
BFIX - Build Funds Trust - Build Bond Innovation ETF |
9 |
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
9 |
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
9 |
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
9 |
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
9 |
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF |
9 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
9 |
Glenmede Trust Co Na |
9 |
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
9 |
Meeder Asset Management Inc |
9 |
New York State Common Retirement Fund |
9 |
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A |
9 |
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
9 |
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
9 |
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF |
9 |
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class |
9 |
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
9 |
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
9 |
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 |
9 |
Bessemer Group Inc |
9 |
American International Group, Inc. |
9 |
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
9 |
Price T Rowe Associates Inc /md/ |
9 |
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
9 |
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF |
9 |
Two Sigma Investments, Lp |
9 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
9 |
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
9 |
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
9 |
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
9 |
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
9 |
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
9 |
PEAK6 Investments, L.P. |
9 |
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
9 |
Mirae Asset Global Investments Co., Ltd. |
9 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
9 |
Renaissance Technologies Llc |
9 |
Cwm, Llc |
9 |
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
9 |
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
9 |
D. E. Shaw & Co., Inc. |
9 |
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
9 |
Simplex Trading, Llc |
9 |
MAI Capital Management |
9 |
Virtus Global Dividend & Income Fund Inc. |
9 |
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF |
9 |
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
9 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
9 |
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
9 |
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF |
9 |
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class |
9 |
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
9 |
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
9 |
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
9 |
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
9 |
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A |
9 |
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
9 |
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
9 |
Calamos Global Total Return Fund |
9 |
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares |
9 |
Eaton Vance Ltd Duration Income Fund |
9 |
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
9 |
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
9 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
9 |
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio |
9 |
Archford Capital Strategies, LLC |
9 |
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
9 |
Group One Trading, L.p. |
9 |
Allianz Asset Management GmbH |
9 |
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
9 |
Two Sigma Securities, Llc |
8 |
Balyasny Asset Management Llc |
8 |
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
8 |
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
8 |
Cornerstone Planning Group LLC |
8 |
Two Sigma Advisers, Lp |
8 |
Belvedere Trading LLC |
8 |
SRTTX - SMA RELATIONSHIP TRUST - Series T |
8 |
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O |
8 |
HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
8 |
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
8 |
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P |
8 |
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
8 |
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
8 |
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
8 |
Huntington National Bank |
8 |
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M |
8 |
Henderson Global Funds |
8 |
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
8 |
Geneva Advisors, LLC |
8 |
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V |
8 |
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
8 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
8 |
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
8 |
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
8 |
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
8 |
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF |
8 |
Vident Investment Advisory, LLC |
8 |
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
8 |
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
8 |
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
8 |
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund |
8 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
8 |
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
8 |
Point72 Hong Kong Ltd |
8 |
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
8 |
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class |
8 |
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I |
8 |
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF |
8 |
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
8 |
Capstone Investment Advisors, Llc |
8 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
8 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
8 |
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I |
8 |
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
8 |
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
8 |
KBC Group NV |
8 |
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
8 |
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
8 |
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
8 |
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
8 |
Assured Investment Management LLC |
8 |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
8 |
Connor, Clark & Lunn Investment Management Ltd. |
8 |
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A |
8 |
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
8 |
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
8 |
Global X Funds |
8 |
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares |
8 |
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
8 |
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
8 |
Creative Planning |
8 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
8 |
Franklin Resources Inc |
8 |
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
8 |
Americafirst Capital Management, Llc |
8 |
Quadrant Capital Group Llc |
8 |
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
8 |
Credit Agricole S A |
8 |
Ab Pooling Portfolios |
8 |
First Horizon Advisors, Inc. |
8 |
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A |
8 |
Private Advisor Group, LLC |
8 |
Russell Investments Group, Ltd. |
8 |
HAP Trading, LLC |
8 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
8 |
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
8 |
PPM Funds - PPM Long Short Credit Fund (Inst) |
8 |
Parallax Volatility Advisers, L.P. |
8 |
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
8 |
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
8 |
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
8 |
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
8 |
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class |
8 |
Cutler Group LP |
8 |
Verition Fund Management LLC |
8 |
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
8 |
Guggenheim Strategic Opportunities Fund |
8 |
Delaware Enhanced Global Dividend & Income Fund |
8 |
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares |
8 |
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
8 |
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
8 |
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
8 |
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
8 |
Us Bancorp \de\ |
8 |
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES |
8 |
Daiwa Securities Group Inc. |
8 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
8 |
Metropolitan Life Insurance Co/ny |
8 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
8 |
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
8 |
Hrt Financial Lp |
8 |
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
8 |
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
8 |
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
8 |
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
8 |
Gsa Capital Partners Llp |
8 |
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
8 |
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F |
8 |
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares |
8 |
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
8 |
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
8 |
Strs Ohio |
8 |
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
8 |
Qube Research & Technologies Ltd |
8 |
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
8 |
Toronto Dominion Bank |
8 |
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
8 |
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
8 |
Laurion Capital Management LP |
8 |
Ubs Asset Management Americas Inc |
8 |
Quantbot Technologies LP |
8 |
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
8 |
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
8 |
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund |
8 |
Advisory Services Network, LLC |
8 |
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
8 |
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class |
8 |
LPL Financial LLC |
8 |
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
8 |
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
8 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class |
8 |
Eaton Vance Tax-managed Global Buy-write Opportunities Fund |
8 |
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
8 |
Oppenheimer Quest For Value Funds |
8 |
Ameritas Investment Partners, Inc. |
8 |
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
8 |
Vanguard Horizon Funds |
8 |
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
8 |
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I |
8 |
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class |
8 |
Bartlett & Co. LLC |
8 |
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
8 |
Nomura Asset Management Co Ltd |
7 |
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
7 |
APG Asset Management N.V. |
7 |
Asset Dedication, LLC |
7 |
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
7 |
BlueCrest Capital Management Ltd |
7 |
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
7 |
Ubs Ag |
7 |
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
7 |
Natixis |
7 |
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
7 |
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A |
7 |
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
7 |
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
7 |
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
7 |
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
7 |
Kcg Holdings, Inc. |
7 |
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
7 |
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
7 |
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
7 |
Dynamic Technology Lab Private Ltd |
7 |
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
7 |
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
7 |
Arrowstreet Capital, Limited Partnership |
7 |
Walleye Trading LLC |
7 |
Commonwealth Equity Services, Inc |
7 |
Polar Asset Management Partners Inc. |
7 |
MetLife Securities, Inc |
7 |
HighTower Advisors, LLC |
7 |
Raymond James & Associates |
7 |
Schafer Cullen Capital Management Inc |
7 |
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
7 |
Schonfeld Strategic Advisors LLC |
7 |
Tudor Investment Corp Et Al |
7 |
Bluefin Trading, LLC |
7 |
Stifel Financial Corp |
7 |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
7 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A |
7 |
A.R.T. Advisors, LLC |
7 |
Cambridge Investment Research Advisors, Inc. |
7 |
Compagnie Lombard Odier SCmA |
7 |
Parallel Advisors, LLC |
7 |
Gradient Investments LLC |
7 |
Voya Investment Management Llc |
7 |
First Trust Advisors Lp |
7 |
Boston Private Wealth Llc |
7 |
Hsbc Holdings Plc |
7 |
Vanguard World Fund |
7 |
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A |
7 |
Massmutual Trust Co Fsb/adv |
7 |
LMR Partners LLP |
7 |
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF |
7 |
Nisa Investment Advisors, Llc |
7 |
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
7 |
Sterling Capital Management LLC |
7 |
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF |
7 |
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
7 |
Wolverine Trading, Llc |
7 |
United Services Automobile Association |
7 |
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
7 |
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A |
7 |
Shell Asset Management Co |
7 |
Principal Financial Group Inc |
7 |
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A |
7 |
MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
7 |
MML Series Investment Fund II - MML Blend Fund Initial Class |
7 |
GIMFX - GMO TRUST - GMO Implementation Fund |
7 |
Engineers Gate Manager LP |
7 |
D.a. Davidson & Co. |
7 |
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
7 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
7 |
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
7 |
BlackRock Fund Advisors |
7 |
Canada Pension Plan Investment Board |
7 |
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund |
7 |
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
7 |
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV |
7 |
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
7 |
Mackenzie Financial Corp |
7 |
NEXT Financial Group, Inc |
7 |
Private Capital Group, LLC |
7 |
PENN SERIES FUNDS INC - Flexibly Managed Fund |
7 |
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
7 |
AlphaMark Advisors, LLC |
7 |
Optimum Investment Advisors |
7 |
Wellington Management Group Llp |
7 |
Federated Hermes, Inc. |
7 |
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares |
7 |
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF |
7 |
Clear Street Markets Llc |
7 |
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A |
7 |
Victory Capital Management Inc |
7 |
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class |
7 |
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
7 |
Oregon Public Employees Retirement Fund |
7 |
Gemmer Asset Management LLC |
7 |
Trust Co Of Vermont |
7 |
Zurcher Kantonalbank (Zurich Cantonalbank) |
7 |
Spot Trading L.L.C |
7 |
Reliance Trust Co Of Delaware |
7 |
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A |
7 |
State of New Jersey Common Pension Fund D |
7 |
Voloridge Investment Management, Llc |
7 |
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
7 |
Allworth Financial LP |
7 |
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
7 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
7 |
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O |
7 |
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class |
7 |
Signaturefd, Llc |
7 |
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
7 |
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
7 |
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I |
7 |
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
7 |
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
7 |
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF |
7 |
Guggenheim Capital Llc |
7 |
Public Employees Retirement System Of Ohio |
7 |
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
7 |
Calamos Global Dynamic Income Fund |
7 |
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund |
7 |
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
7 |
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
7 |
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
7 |
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
7 |
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
7 |
IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
7 |
Ladenburg Thalmann Financial Services Inc |
7 |
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares |
7 |
Sigma Planning Corp |
7 |
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
7 |
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
7 |
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
7 |
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A |
7 |
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
7 |
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
7 |
Dynamic Advisor Solutions LLC |
7 |
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
7 |
BlackRock Investment Management, LLC |
7 |
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A |
7 |
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional |
7 |
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
7 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares |
7 |
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
7 |
Mfs Special Value Trust |
7 |
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A |
7 |
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
7 |
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
7 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 |
7 |
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
7 |
Comerica Bank |
7 |
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
7 |
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
7 |
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
7 |
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF |
7 |
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
7 |
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class |
7 |
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) |
7 |
Public Sector Pension Investment Board |
7 |
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares |
7 |
Brookstone Capital Management |
7 |
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio |
7 |
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
7 |
Acadian Asset Management Llc |
7 |
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A |
7 |
Prudential Financial Inc |
7 |
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
7 |
Global Income Builder Portfolio - Global Income Builder Portfolio |
7 |
Asset Management One Co., Ltd. |
7 |
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I |
7 |
Winslow, Evans & Crocker, Inc. |
7 |
Point72 Asset Management, L.P. |
7 |
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
7 |
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF |
7 |
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF |
7 |
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
7 |
BlackRock Institutional Trust Company, N.A. |
7 |
Fifth Third Bancorp |
7 |
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
7 |
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
7 |
O'shaughnessy Asset Management, Llc |
7 |
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund |
7 |
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
7 |
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I |
7 |
Prudential Short Duration High Yield Fund, Inc. |
7 |
HYLD - Exchange Listed Funds Trust - High Yield ETF |
7 |
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
7 |
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
7 |
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P |
7 |
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A |
7 |
Franklin Templeton ETF Trust - Western Asset Bond ETF |
7 |
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
7 |
TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
7 |
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
7 |
United Capital Financial Advisers, Llc |
7 |
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF |
7 |
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
7 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
7 |
MBOVX - M FUND INC - M Large Cap Value Fund |
7 |
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
7 |
Sumitomo Mitsui Trust Holdings, Inc. |
7 |
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
7 |
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
7 |
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
7 |
First Manhattan Co |
7 |
Tocqueville Asset Management L.p. |
7 |
Mitsubishi UFJ Trust & Banking Corp |
7 |
Raymond James Financial Services Advisors, Inc. |
7 |
Teachers Advisors, Llc |
7 |
Tiaa Cref Investment Management Llc |
7 |
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
7 |
ETRADE Capital Management LLC |
7 |
Schroder Investment Management Group |
7 |
Profund Advisors Llc |
7 |
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class |
7 |
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio |
7 |
Hudson Bay Capital Management LP |
7 |
Great West Life Assurance Co /can/ |
7 |
DekaBank Deutsche Girozentrale |
7 |
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF |
7 |
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class |
7 |
American Funds Insurance Series |
7 |
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
7 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
7 |
Amalgamated Bank |
7 |
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
7 |
Stratos Wealth Partners, LTD. |
7 |
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund |
7 |
Dimensional Fund Advisors Lp |
7 |
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund |
7 |
RidgeWorth Capital Management LLC |
7 |
Bank Of Montreal /can/ |
7 |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
7 |
VCAAX - VALIC Co I - Asset Allocation Fund |
7 |
Zacks Investment Management |
7 |
Css Llc/il |
7 |
Macquarie Group Ltd |
7 |
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
7 |
Cowen Group, Inc. |
7 |
Oppenheimer Variable Account Funds |
7 |
Diversified Trust Co |
7 |
Capital Advisors, Ltd. LLC |
7 |
Boothbay Fund Management, Llc |
7 |
Los Angeles Capital Management Llc |
7 |
GWM Advisors LLC |
7 |
Putnam Investments Llc |
7 |
Squarepoint Ops LLC |
7 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
7 |
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares |
7 |
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
7 |
Arden Investment Series Trust |
7 |
PIMCO FUNDS - PIMCO Sector Fund Series - I |
7 |
Seven Eight Capital, Lp |
7 |
Northwestern Mutual Wealth Management Co |
7 |
Capital Research Global Investors |
7 |
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
7 |
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
7 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
7 |
Vermillion Wealth Management, Inc. |
7 |
Thompson Davis & Co., Inc. |
7 |
TCI Wealth Advisors, Inc. |
7 |
FIL Ltd |
7 |
State Board Of Administration Of Florida Retirement System |
7 |
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
7 |
Assetmark, Inc |
7 |
Private Trust Co Na |
7 |
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
7 |
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
7 |
CENTRAL TRUST Co |
7 |
Pictet Asset Management Ltd |
7 |
Jones Financial Companies Lllp |
6 |
Piedmont Investment Advisors Llc |
6 |
Td Asset Management Inc |
6 |
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES |
6 |
Winton Capital Group Ltd |
6 |
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial |
6 |
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A |
6 |
Stevens Capital Management Lp |
6 |
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
6 |
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A |
6 |
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
6 |
SAC Capital Advisors LP |
6 |
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF |
6 |
Independent Portfolio Consultants, Inc. |
6 |
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class |
6 |
Ubs Oconnor Llc |
6 |
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
6 |
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF |
6 |
Washington Trust Bank |
6 |
Thomas White International Ltd |
6 |
Natixis Advisors, L.p. |
6 |
Quadrature Capital Ltd |
6 |
Bank Of Nova Scotia |
6 |
First Mercantile Trust Co |
6 |
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund |
6 |
Growth Fund Of America |
6 |
Berman Capital Advisors, LLC |
6 |
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 |
6 |
Alpha Cubed Investments, LLC |
6 |
FNY Managed Accounts LLC |
6 |
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
6 |
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
6 |
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A |
6 |
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
6 |
Whittier Trust Co |
6 |
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
6 |
Sargent Bickham Lagudis LLC |
6 |
American National Insurance Co /tx/ |
6 |
Blue Fin Capital, Inc. |
6 |
Signet Financial Management, Llc |
6 |
Janus Henderson Group Plc |
6 |
Burt Wealth Advisors |
6 |
Johnson Financial Group, Inc. |
6 |
Global Retirement Partners, LLC |
6 |
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
6 |
Proficio Capital Partners LLC |
6 |
Regentatlantic Capital Llc |
6 |
Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 |
6 |
Great Lakes Advisors, Llc |
6 |
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I |
6 |
Winfield Associates, Inc. |
6 |
Arrowgrass Capital Partners (us) Lp |
6 |
EverSource Wealth Advisors, LLC |
6 |
Neuberger Berman Group LLC |
6 |
Aperio Group, LLC |
6 |
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
6 |
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund |
6 |
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
6 |
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
6 |
Kingsview Wealth Management, LLC |
6 |
Fdp Series, Inc. |
6 |
Jacobs Levy Equity Management, Inc |
6 |
Capital Fund Management S.a. |
6 |
Wedbush Securities Inc |
6 |
Whittier Trust Co Of Nevada Inc |
6 |
Caisse De Depot Et Placement Du Quebec |
6 |
Symphony Asset Management Llc |
6 |
Valley National Advisers Inc |
6 |
Y-Intercept (Hong Kong) Ltd |
6 |
Mycio Wealth Partners, Llc |
6 |
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
6 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund |
6 |
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
6 |
DAVENPORT & Co LLC |
6 |
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
6 |
LS Investment Advisors, LLC |
6 |
Shelton Capital Management |
6 |
XTX Topco Ltd |
6 |
Keybank National Association/oh |
6 |
Regal Investment Advisors LLC |
6 |
Managed Account Advisors Llc |
6 |
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares |
6 |
Evercore Wealth Management, LLC |
6 |
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio |
6 |
Federation des caisses Desjardins du Quebec |
6 |
Truist Financial Corp |
6 |
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
6 |
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
6 |
Capital Income Builder |
6 |
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
6 |
Lebenthal Asset Management, LLC |
6 |
Hillsdale Investment Management Inc. |
6 |
Stanley-Laman Group, Ltd. |
6 |
Karp Capital Management Corp |
6 |
Commerzbank Aktiengesellschaft /fi |
6 |
Synovus Financial Corp |
6 |
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A |
6 |
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
6 |
Usa Mutuals Advisors, Inc. |
6 |
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
6 |
SRS Capital Advisors, Inc. |
6 |
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
6 |
Freestone Capital Holdings, LLC |
6 |
Eaton Vance Management |
6 |
Hl Financial Services Llc |
6 |
ProShare Advisors LLC |
6 |
American Funds Fundamental Investors |
6 |
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
6 |
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares |
6 |
Loomis Sayles & Co L P |
6 |
Massachusetts Financial Services Co /ma/ |
6 |
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares |
6 |
Old Mutual Customised Solutions (proprietary) Ltd |
6 |
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
6 |
Visium Asset Management, LP |
6 |
Motco |
6 |
Bremer Trust National Association |
6 |
Tcw Group Inc |
6 |
Grantham, Mayo, Van Otterloo & Co. LLC |
6 |
Jaffetilchin Investment Partners, LLC |
6 |
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 |
6 |
Botty Investors LLC |
6 |
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
6 |
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
6 |
Kistler-Tiffany Companies, LLC |
6 |
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest |
6 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC |
6 |
Alps Advisors Inc |
6 |
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
6 |
Macroview Investment Management Llc |
6 |
DRW Securities, LLC |
6 |
Investment Centers Of America Inc |
6 |
Commerce Bank |
6 |
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
6 |
Independent Advisor Alliance |
6 |
Russell Frank Co/ |
6 |
Highbridge Capital Management Llc |
6 |
Carroll Financial Associates, Inc. |
6 |
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
6 |
Advisor Group Holdings, Inc. |
6 |
Manchester Capital Management LLC |
6 |
Harbour Investments, Inc. |
6 |
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
6 |
First Allied Advisory Services, Inc. |
6 |
Virginia Retirement Systems Et Al |
6 |
Ellington Management Group Llc |
6 |
Advisor Group, Inc. |
6 |
AE Wealth Management LLC |
6 |
Liberty Mutual Group Asset Management Inc. |
6 |
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A |
6 |
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
6 |
Jefferies Financial Group Inc. |
6 |
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
6 |
Cnh Partners Llc |
6 |
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
6 |
Jfs Wealth Advisors, Llc |
6 |
IHT Wealth Management, LLC |
6 |
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
6 |
Scotia Capital Inc. |
6 |
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
6 |
Pacitti Group Inc. |
6 |
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
6 |
Capital International Investors |
6 |
Advisory Research Inc |
6 |
National Pension Service |
6 |
Vantage Investment Advisors, LLC |
6 |
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% |
6 |
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
6 |
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class |
6 |
Sanctuary Wealth Advisors, LLC |
6 |
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
6 |
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
6 |
Advantage Investment Management, Llc |
6 |
M&t Bank Corp |
6 |
QS Investors, LLC |
6 |
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund |
6 |
GAM Holding AG |
6 |
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
6 |
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund |
6 |
Sowell Financial Services LLC |
6 |
DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A |
6 |
Wealthcare Advisory Partners LLC |
6 |
Vanguard Windsor Funds |
6 |
Patriot Financial Group Insurance Agency, LLC |
6 |
Laffer Investments |
6 |
Fisher Asset Management, LLC |
6 |
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
6 |
Boston Partners |
6 |
Parametric Market Neutral Portfolio |
6 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I |
6 |
Envestnet Asset Management Inc |
6 |
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
6 |
Usca Ria Llc |
6 |
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF |
6 |
Bridgefront Capital, LLC |
6 |
Capital World Growth & Income Fund |
6 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service |
6 |
Blackrock Enhanced Global Dividend Trust |
6 |
Financial Counselors Inc |
6 |
SGGDX - FIRST EAGLE FUNDS - First Eagle Gold Fund Class A |
6 |
Advisor Partners Llc |
6 |
Mckinley Capital Management Llc /delaware |
6 |
Mercer Global Advisors Inc /adv |
6 |
Aviance Capital Management, Llc |
6 |
Glassman Wealth Services |
6 |
Ajo, Lp |
6 |
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
6 |
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
6 |
Jump Financial, LLC |
6 |
Qci Asset Management Inc/ny |
6 |
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
6 |
Alpine Global Management, LLC |
6 |
Plante Moran Financial Advisors, LLC |
6 |
Navellier & Associates Inc |
6 |
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
6 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
6 |
Campbell Multi-strategy Trust |
6 |
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
6 |
Advent Capital Management /de/ |
6 |
Hancock Whitney Corp |
6 |
Smithfield Trust Co |
6 |
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
6 |
Mfs Intermediate High Income Fund |
6 |
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
6 |
FECBX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Core Bond Fund |
6 |
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV |
6 |
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF |
6 |
Pekin Hardy Strauss, Inc. |
6 |
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
6 |
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A |
6 |
Gabelli Funds Llc |
6 |
Wetherby Asset Management Inc |
6 |
Brown Brothers Harriman & Co |
6 |
Sei Trust Co |
6 |
Sunbelt Securities, Inc. |
6 |
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A |
6 |
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
6 |
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
6 |
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
6 |
Pathstone Family Office, Llc |
6 |
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A |
6 |
Man Group plc |
6 |
Colony Group Llc |
6 |
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A |
6 |
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund |
6 |
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares |
6 |
AHIVX - American Century Investment Trust - High Income Fund Investor Class |
6 |
Antonetti Capital Management LLC |
6 |
MHITX - MFS SERIES TRUST III - MFS High Income Fund A |
6 |
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C |
6 |
Aviva Plc |
6 |
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
6 |
Korea Investment CORP |
6 |
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III |
6 |
Swiss National Bank |
6 |
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
6 |
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
6 |
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
6 |
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
6 |
Crow Point Partners, LLC |
6 |
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
6 |
Associated Banc-corp |
6 |
Mml Investors Services, Llc |
6 |
San Francisco Sentry Investment Group (ca) |
6 |
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
6 |
First Quadrant L P/ca |
6 |
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
6 |
Cypress Capital Group |
6 |
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
6 |
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A |
6 |
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
6 |
Barings Llc |
6 |
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S |
6 |
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A |
6 |
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) |
6 |
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
6 |
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
6 |
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV |
6 |
Hbk Investments L P |
6 |
Marshall Wace North America L.P. |
6 |
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
6 |
MARSHALL WACE ASIA Ltd |
6 |
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class |
6 |
WFG Advisors, LP |
6 |
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
6 |
BlackRock Advisors LLC |
6 |
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
6 |
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
6 |
Ergoteles LLC |
6 |
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
6 |
National Planning Corp |
6 |
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
6 |
State of Alaska, Department of Revenue |
6 |
FineMark National Bank & Trust |
6 |
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
6 |
PEAK6 Investments LLC |
6 |
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
6 |
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF |
6 |
Sculptor Capital LP |
6 |
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF |
6 |
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
6 |
Tarbox Family Office, Inc. |
6 |
Krilogy Financial LLC |
6 |
Reilly Financial Advisors, Llc |
6 |
Cornerstone Advisors, Inc. |
6 |
Gateway Investment Advisers Llc |
6 |
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional |
6 |
Quantitative Systematic Strategies LLC |
6 |
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class |
6 |
Cordasco Financial Network |
6 |
Lord, Abbett & Co. Llc |
6 |
GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares |
6 |
Advocacy Wealth Management Services, LLC |
6 |
Moody National Bank Trust Division |
6 |
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund |
6 |
Municipal Employees' Retirement System of Michigan |
6 |
Icon Advisers Inc/co |
6 |
Walleye Capital LLC |
6 |
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
6 |
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
6 |
Wolverine Asset Management Llc |
6 |
Thrivent Financial For Lutherans |
6 |
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
6 |
First New York Securities Llc /ny |
6 |
Apriem Advisors |
6 |
Brighthouse Funds Trust I - AB International Bond Portfolio Class B |
6 |
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
6 |
Paradigm Asset Management Co Llc |
6 |
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares |
6 |
Ground Swell Capital, LLC |
6 |
Fuller & Thaler Asset Management, Inc. |
6 |
Cca Investments Trust |
6 |
ExodusPoint Capital Management, LP |
6 |
Oppenheimer Global Multi-asset Growth Fund |
6 |
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
6 |
Courier Capital Llc |
6 |
NOCBX - Northern Funds - Northern Core Bond Fund |
6 |
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF |
6 |
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF |
6 |
Bb&t Securities, Llc |
6 |
Moneta Group Investment Advisors Llc |
6 |
Voya Global Advantage & Premium Opportunity Fund |
6 |
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
6 |
AMP Capital Investors Ltd |
6 |
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
6 |
Moors & Cabot, Inc. |
6 |
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
6 |
Cetera Advisors LLC |
6 |
Hanseatic Management Services Inc |
6 |
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class |
6 |
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
6 |
Nwam Llc |
6 |
Mariner, LLC |
6 |
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
6 |
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD |
6 |
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A |
6 |
Regions Financial Corp |
6 |
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF |
6 |
Gotham Asset Management, LLC |
6 |
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
6 |
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A |
6 |
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
6 |
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
6 |
Teacher Retirement System Of Texas |
6 |
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class |
6 |
Rehmann Capital Advisory Group |
6 |
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
6 |
NOFIX - Northern Funds - Northern Fixed Income Fund |
6 |
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund |
6 |
Voya Global Equity Dividend & Premium Opportunity Fund |
6 |
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
6 |
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
6 |
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF |
6 |
Susquehanna Fundamental Investments, Llc |
6 |
Naples Global Advisors, Llc |
6 |
Cetera Advisor Networks LLC |
6 |
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
6 |
Nationwide Fund Advisors |
6 |
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
6 |
Texas Yale Capital Corp. |
6 |
Convergence Investment Partners, LLC |
6 |
Tucker Asset Management Llc |
6 |
Cypress Capital Management LLC (WY) |
6 |
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A |
6 |
Teachers Retirement System Of The State Of Kentucky |
6 |
Advisors Asset Management, Inc. |
6 |
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
6 |
Toroso Investments, LLC |
6 |
Warren Averett Asset Management, LLC |
6 |
Raymond James Trust N.a. |
6 |
City National Bank |
6 |
Oppenheimer & Co Inc |
6 |
Mfs Intermediate Income Trust |
6 |
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A |
6 |
Texas Permanent School Fund |
6 |
Suntrust Banks Inc |
6 |
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
6 |
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares |
6 |
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
6 |
Steward Partners Investment Advisory, Llc |
6 |
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
6 |
Wunderlich Securities, Inc. |
6 |
Rational Advisors Llc |
6 |
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class |
6 |
Focused Wealth Management, Inc |
6 |
Amplify ETF Trust - Amplify Alternative Harvest ETF |
6 |
BBT Capital Management, LLC |
5 |
Bollard Group LLC |
5 |
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
5 |
Belpointe Asset Management LLC |
5 |
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
5 |
Hartford Investment Management Co |
5 |
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class |
5 |
Lsv Asset Management |
5 |
Visionary Asset Management, Inc. |
5 |
Quinn Opportunity Partners LLC |
5 |
SG3 Management, LLC |
5 |
Frontier Wealth Management LLC |
5 |
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A |
5 |
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio |
5 |
Credential Securities Inc. |
5 |
Pentwater Capital Management LP |
5 |
First Foundation Advisors |
5 |
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
5 |
WESPAC Advisors, LLC |
5 |
Mason Street Advisors, Llc |
5 |
American National Registered Investment Advisor, Inc. |
5 |
Zweig-DiMenna Associates LLC |
5 |
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A |
5 |
Mv Capital Management, Inc. |
5 |
Essex Financial Services, Inc. |
5 |
Willingdon Wealth Management |
5 |
Twin Tree Management, LP |
5 |
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
5 |
MCF Advisors LLC |
5 |
Kovack Advisors, Inc. |
5 |
PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I |
5 |
Geneos Wealth Management Inc. |
5 |
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 |
5 |
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF |
5 |
Old Second National Bank Of Aurora |
5 |
Bailard, Inc. |
5 |
Nuveen Multi-Asset Income Fund |
5 |
Brandywine Global Investment Management, LLC |
5 |
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
5 |
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
5 |
Exencial Wealth Advisors, Llc |
5 |
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
5 |
ClariVest Asset Management LLC |
5 |
IndexIQ Advisors LLC |
5 |
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
5 |
Argent Trust Co |
5 |
Brinker Capital Inc |
5 |
National Bank Of Canada /fi/ |
5 |
State Of Wisconsin Investment Board |
5 |
Zions Bancorporation |
5 |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
5 |
Continuum Advisory, LLC |
5 |
Mint Tower Capital Management B.V. |
5 |
Ballentine Partners, LLC |
5 |
RFP Financial Group LLC |
5 |
Element Capital Management Llc |
5 |
Nokota Management, LP |
5 |
CIBC World Markets Inc. |
5 |
Fort, L.p. |
5 |
Optiver Holding B.V. |
5 |
CIBC Private Wealth Group, LLC |
5 |
First Heartland Consultants, Inc. |
5 |
Veritable, L.P. |
5 |
Stephens Inc /ar/ |
5 |
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio |
5 |
Pimco Strategic Income Fund, Inc |
5 |
Claymore Exchange-traded Fund Trust |
5 |
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
5 |
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund |
5 |
Ninety One UK Ltd |
5 |
Prudential Global Short Duration High Yield Fund, Inc. |
5 |
Chicago Partners Investment Group LLC |
5 |
Harel Insurance Investments & Financial Services Ltd. |
5 |
Ronald Blue Trust, Inc. |
5 |
Invictus RG Pte. Ltd. |
5 |
Dreman Value Management, L L C |
5 |
Global X Management CO LLC |
5 |
Lake Point Wealth Management |
5 |
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
5 |
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A |
5 |
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA |
5 |
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares |
5 |
Transamerica Financial Advisors, Inc. |
5 |
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C |
5 |
RPg Family Wealth Advisory, LLC |
5 |
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares |
5 |
Point72 (DIFC) Ltd |
5 |
Capital One, National Association |
5 |
Tdam Usa Inc. |
5 |
Pictet Asset Management Sa |
5 |
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
5 |
Keystone Financial Planning, Inc. |
5 |
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
5 |
Greenleaf Trust |
5 |
Trexquant Investment LP |
5 |
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
5 |
Van Hulzen Asset Management, LLC |
5 |
Morgan Dempsey Capital Management Llc |
5 |
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
5 |
Ledyard National Bank |
5 |
London Co Of Virginia |
5 |
Candriam Luxembourg S.C.A. |
5 |
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
5 |
Wintergreen Fund, Inc. |
5 |
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
5 |
Aberdeen Asset Management Plc/uk |
5 |
BTG Pactual Global Asset Management Ltd |
5 |
Quantitative Investment Management, LLC |
5 |
Nuveen S&p 500 Buywrite Income Fund |
5 |
Koshinski Asset Management, Inc. |
5 |
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
5 |
Integrated Wealth Management |
5 |
Catalyst Capital Advisors LLC |
5 |
Analytic Investors, LLC |
5 |
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio |
5 |
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
5 |
Enterprise Financial Services Corp |
5 |
Brown Advisory Inc |
5 |
Investors Capital Advisory Services |
5 |
Marathon Trading Investment Management LLC |
5 |
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
5 |
Capital Guardian Trust Co |
5 |
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class |
5 |
Pitcairn Co |
5 |
Citizens Financial Group Inc/ri |
5 |
Umb Bank N A/mo |
5 |
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
5 |
Bahl & Gaynor Inc |
5 |
Bokf, Na |
5 |
Oakworth Capital, Inc. |
5 |
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
5 |
Louisiana State Employees Retirement System |
5 |
Munder Series Trust |
5 |
Farther Finance Advisors, LLC |
5 |
Clearbridge Investments, LLC |
5 |
Cetera Investment Advisers |
5 |
PDT Partners, LLC |
5 |
Moore Capital Management, Lp |
5 |
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A |
5 |
Robeco Institutional Asset Management B.V. |
5 |
First National Bank Sioux Falls |
5 |
Jennison Associates Llc |
5 |
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
5 |
Wintergreen Advisers, LLC |
5 |
True Link Financial Advisors, LLC |
5 |
High Point Bank & Trust Co |
5 |
Martingale Asset Management L P |
5 |
Guardian Capital Lp |
5 |
Agf Investments Inc. |
5 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
5 |
GLG Partners LP |
5 |
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
5 |
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
5 |
Waverton Investment Management Ltd |
5 |
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
5 |
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
5 |
American Portfolios Advisors |
5 |
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
5 |
Monetary Management Group Inc |
5 |
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
5 |
Barrett Asset Management, LLC |
5 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
5 |
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
5 |
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional |
5 |
Bartlett & Co. Wealth Management Llc |
5 |
International Assets Investment Management, Llc |
5 |
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
5 |
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A |
5 |
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
5 |
Nordea Investment Management Ab |
5 |
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
5 |
Nine Chapters Capital Management LLC |
5 |
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class |
5 |
Amundi Pioneer Asset Management Inc |
5 |
Triangle Securities Wealth Management |
5 |
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional |
5 |
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional |
5 |
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional |
5 |
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional |
5 |
BlackRock Japan Co. Ltd |
5 |
Voya International High Dividend Equity Income Fund |
5 |
KXI - iSHARES TRUST - iShares Global Consumer Staples ETF |
5 |
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 |
5 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 |
5 |
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
5 |
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional |
5 |
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
5 |
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class |
5 |
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional |
5 |
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares |
5 |
Winch Advisory Services, LLC |
5 |
Jolley Asset Management, LLC |
5 |
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
5 |
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund |
5 |
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
5 |
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class |
5 |
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
5 |
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A |
5 |
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
5 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
5 |
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A |
5 |
Seacrest Wealth Management, Llc |
5 |
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
5 |
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
5 |
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
5 |
Columbia Partners L L C Investment Management |
5 |
WealthTrust Fairport, LLC |
5 |
Smartleaf Asset Management LLC |
5 |
Hikari Power Ltd |
5 |
Genesee Valley Trust Co |
5 |
Crow Point Global Dividend Plus Fund |
5 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
5 |
New York State Teachers Retirement System |
5 |
Calamos Strategic Total Return Fund |
5 |
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A |
5 |
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
5 |
Centiva Capital, LP |
5 |
Advanced Series Trust - Ast High Yield Portfolio |
5 |
Tibra Equities Europe Ltd |
5 |
Delaware Vip Trust - Delaware Vip Value Series Standard Class |
5 |
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio |
5 |
State Of Michigan Retirement System |
5 |
RBB FUND, INC. - Aquarius International Fund |
5 |
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
5 |
Winton Diversified Opportunities Fund |
5 |
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
5 |
American Century Companies Inc |
5 |
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
5 |
Meiji Yasuda Asset Management Co Ltd. |
5 |
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
5 |
Commonwealth Equity Services, Llc |
5 |
AQGNX - AQR Funds - AQR Global Equity Fund Class N |
5 |
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
5 |
Financial Architects, Inc |
5 |
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A |
5 |
Counsel Portfolio Services Inc. |
5 |
Intersect Capital LLC |
5 |
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
5 |
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
5 |
American National Bank |
5 |
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
5 |
Maple Securities Usa Inc |
5 |
Gw Henssler & Associates Ltd |
5 |
Pinnacle Wealth Planning Services, Inc. |
5 |
Ronald Blue & Co Llc |
5 |
Acrospire Investment Management LLC |
5 |
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
5 |
AdvisorShares Investments LLC |
5 |
Airain ltd |
5 |
Alpine Global Dynamic Dividend Fund |
5 |
MCBKX - MFS SERIES TRUST XII - MFS Core Bond Fund R4 |
5 |
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
5 |
Clinton Group Inc |
5 |
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
5 |
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y |
5 |
NJ State Employees Deferred Compensation Plan |
5 |
Intrust Bank Na |
5 |
Pictet Asset Management Holding SA |
5 |
Caption Management, LLC |
5 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
5 |
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A |
5 |
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
5 |
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
5 |
Guardian Life Insurance Co Of America |
5 |
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
5 |
MetLife Investment Management, LLC |
5 |
Rsm Us Wealth Management Llc |
5 |
Caas Capital Management Lp |
5 |
Camarda Financial Advisors, LLC |
5 |
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A |
5 |
Ausdal Financial Partners, Inc. |
5 |
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
5 |
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares |
5 |
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I |
5 |
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
5 |
Mutual Of America Capital Management Llc |
5 |
JustInvest LLC |
5 |
Jupiter Asset Management Ltd |
5 |
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
5 |
Barometer Capital Management Inc. |
5 |
Penserra Capital Management LLC |
5 |
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund |
5 |
Numeric Investors Llc |
5 |
Nippon Life Insurance Co |
5 |
Yorktown Management & Research Co Inc |
5 |
Weiss Multi-Strategy Advisers LLC |
5 |
Prime Capital Investment Advisors, LLC |
5 |
Irish Life Investment Managers Ltd. |
5 |
Royal Fund Management, LLC |
5 |
Wealth Enhancement Advisory Services, Llc |
5 |
Madden Advisory Services, Inc. |
5 |
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares |
5 |
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A |
5 |
First Horizon Corp |
5 |
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares |
5 |
Hennessy Advisors Inc |
5 |
URTH - iShares, Inc. - iShares MSCI World ETF |
5 |
Certified Advisory Corp |
5 |
AdvisorNet Financial, Inc |
5 |
IBM Retirement Fund |
5 |
City Holding Co |
5 |
PENN SERIES FUNDS INC - Developed International Index Fund |
5 |
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
5 |
Public Employees Retirement Association Of Colorado |
5 |
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
5 |
Pinnacle Associates Ltd |
5 |
Tompkins Financial Corp |
5 |
Sheaff Brock Investment Advisors, LLC |
5 |
J.Safra Asset Management Corp |
5 |
Versant Capital Management, Inc |
5 |
Knight Capital Group, Inc. |
5 |
SBI Securities Co., Ltd. |
5 |
Securian Funds Trust - SFT Core Bond Fund Class 1 |
5 |
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
5 |
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A |
5 |
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
5 |
Capital World Investors |
5 |
SDIV - Global X Funds - Global X SuperDividend ETF |
5 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares |
5 |
Park Avenue Securities Llc |
5 |
Wrapmanager Inc |
5 |
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
5 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
5 |
KAMES CAPITAL plc |
5 |
NewSquare Capital LLC |
5 |
Connor Clark & Lunn Investment Management Ltd |
5 |
Riggs Asset Managment Co. Inc. |
5 |
Jpmorgan Trust Iii |
5 |
Chevy Chase Trust Holdings, Inc. |
5 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
5 |
Blue Chip Partners, Inc. |
5 |
Gables Capital Management Inc. |
5 |
HBK Sorce Advisory LLC |
5 |
WealthPLAN Partners, LLC |
5 |
Meritage Portfolio Management |
5 |
Blackrock Multi-sector Opportunities Trust |
5 |
Parkside Financial Bank & Trust |
5 |
Franklin Street Advisors Inc /nc |
5 |
Spirit Of America Management Corp/ny |
5 |
Cutter & CO Brokerage, Inc. |
5 |
New England Securities Corp /MA/ |
5 |
QCM Cayman, Ltd. |
5 |
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
5 |
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. |
5 |
Westport Resources Management Inc |
5 |
Rydex Etf Trust |
5 |
FNY Investment Advisers, LLC |
5 |
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A |
5 |
Eaton Vance Tax Advantaged Global Dividend Income Fund |
5 |
Bridgewater Associates, LP |
5 |
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF |
5 |
Barnett & Company, Inc. |
5 |
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund |
5 |
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund |
5 |
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV |
5 |
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
5 |
Thompson Siegel & Walmsley Llc |
5 |
John Hancock Tax-advantaged Global Shareholder Yield Fund |
5 |
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
5 |
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
5 |
Eagle Asset Management Inc |
5 |
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A |
5 |
Tradeworx Inc. |
5 |
SLIM - Janus Detroit Street Trust - The Obesity ETF |
5 |
Atria Investments Llc |
5 |
BlackRock Group LTD |
5 |
Brinker Capital Investments, LLC |
5 |
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF |
5 |
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF |
5 |
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
5 |
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
5 |
Gamco Investors, Inc. Et Al |
5 |
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF |
5 |
Conning Inc. |
5 |
ORG Partners LLC |
5 |
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA |
5 |
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
5 |
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares |
5 |
Timber Hill LLC |
5 |
Sii Investments Inc/wi |
5 |
Howe & Rusling Inc |
5 |
FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio |
5 |
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI |
5 |
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
5 |
CI Private Wealth, LLC |
5 |
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
5 |
Cullen Capital Management, LLC |
5 |
First Financial Corp /in/ |
5 |
Vident Advisory, LLC |
5 |
Capstone Asset Management Co |
5 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
5 |
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
5 |
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative |
5 |
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
5 |
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
5 |
Silvercrest Asset Management Group Llc |
5 |
Cantor Fitzgerald, L. P. |
5 |
Bank Of Hawaii |
5 |
Highland Capital Management, Llc |
5 |
Fox Run Management, L.l.c. |
5 |
Ar Asset Management Inc |
5 |
INVG - 2023 ETF Series Trust II - GMO Systematic Investment Grade Credit ETF |
5 |
ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
5 |
Blackrock Ltd Duration Income Trust |
5 |
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
5 |
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
5 |
Kavar Capital Partners, LLC |
5 |
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
5 |
Telemus Capital, Llc |
5 |
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
5 |
First Hawaiian Bank |
5 |
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class |
5 |
Country Trust Bank |
5 |
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF |
5 |
NumerixS Investment Technologies Inc |
5 |
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I |
5 |
Hilltop Holdings Inc. |
5 |
Waldron Private Wealth LLC |
5 |
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
5 |
Ontario Teachers Pension Plan Board |
5 |
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
5 |
North Star Investment Management Corp. |
5 |
Contravisory Investment Management, Inc. |
5 |
CIBC Asset Management Inc |
5 |
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
5 |
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
5 |
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A |
5 |
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund |
5 |
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
5 |
Argentus Capital Management, LLC |
5 |
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF |
5 |
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
5 |
Nelson Capital Management, LLC |
5 |
Benjamin F. Edwards & Company, Inc. |
5 |
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund |
5 |
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund |
5 |
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A |
5 |
California Public Employees Retirement System |
5 |
RPG Investment Advisory, LLC |
5 |
Employees Retirement System of Texas |
5 |
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
5 |
Avalon Advisors, Llc |
5 |
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
5 |
BBVA USA Bancshares, Inc. |
5 |
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A |
5 |
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF |
5 |
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF |
5 |
Sumitomo Mitsui DS Asset Management Company, Ltd |
5 |
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
5 |
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
5 |
Lindbrook Capital, Llc |
5 |
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF |
5 |
Financial Management Professionals, Inc. |
5 |
Baillie Gifford & Co |
5 |
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
5 |
Nuveen Fund Advisors, LLC |
5 |
Mfs Government Markets Income Trust |
5 |
ABASX - AB TRUST - AB Discovery Value Fund Class A |
5 |
Alyeska Investment Group, L.P. |
5 |
Bellwether Investment Group, LLC |
5 |
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
5 |
Vontobel Asset Management Inc |
5 |
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class |
5 |
Blueshift Asset Management, LLC |
5 |
First Republic Investment Management, Inc. |
5 |
Carlson Capital L P |
5 |
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
5 |
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds |
5 |
Duncker Streett & Co Inc |
5 |
Wilmington Trust, National Association |
5 |
NuWave Investment Management, LLC |
5 |
Allspring Global Investments Holdings, LLC |
5 |
Baystate Wealth Management LLC |
5 |
Edge Wealth Management LLC |
5 |
SevenBridge Financial Group, LLC |
5 |
Guggenheim Active Allocation Fund |
5 |
Magnetar Financial LLC |
5 |
Checchi Capital Advisers, LLC |
5 |
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
5 |
Banque Pictet & Cie Sa |
5 |
Banyan Partners, LLC |
5 |
Carnegie Capital Asset Management, LLC |
5 |
Kms Financial Services, Inc |
5 |
Virtus Global Multi-sector Income Fund |
5 |
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
5 |
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
5 |
Etf Managers Group, Llc |
5 |
FDx Advisors, Inc. |
5 |
Kayne Anderson Rudnick Investment Management Llc |
5 |
Community Bank, N.A. |
5 |
Hirtle Callaghan & Co LLC |
5 |
IFC Holdings Incorporated/FL |
5 |
Blair William & Co/il |
5 |
Gary Goldberg Planning Services Inc |
5 |
Sandy Spring Bank |
5 |
Oxford Asset Management Llp |
5 |
First Command Bank |
5 |
First Command Financial Services, Inc. |
5 |
Strategic Asset Management, LLC |
5 |
Oppenheimer International Equity Fund |
5 |
Manning & Napier Advisors Llc |
5 |
Lenox Wealth Advisors, LLC |
5 |
Placemark Investments, Inc. |
5 |
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class |
5 |
Exane Derivatives |
5 |
FNY Partners Fund LP |
5 |
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A |
5 |
Clark Capital Management Group, Inc. |
5 |
Mariner Wealth Advisors-NYC, LLC |
5 |
Hartland & Co., LLC |
5 |
Commonwealth Bank Of Australia |
5 |
Glenview Trust Co |
5 |
Newbridge Financial Services Group, Inc. |
5 |
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
5 |
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
5 |
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares |
5 |
Jensen Investment Management Inc |
5 |
Kanaly Trust Co |
5 |
Fiera Capital Corp |
5 |
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
5 |
Perigon Wealth Management, LLC |
5 |
HighVista Strategies LLC |
5 |
VTL Associates, LLC |
5 |
Wealthspire Advisors, L.P. |
5 |
BNP Paribas Investment Partners S.A. |
5 |
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A |
5 |
Axa S.a. |
5 |
Trust Department Mb Financial Bank N A |
5 |
Prudential Plc |
5 |
SBBIX - Schroder Series Trust - Schroder Total Return Fixed Income Fund - Investor Class |
5 |
DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF |
5 |
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
5 |
Ameritas Investment Corp |
5 |
Livingston Group Asset Management CO (operating as Southport Capital Management) |
5 |
Cipher Capital LP |
5 |
Avantax Advisory Services, Inc. |
5 |
Maven Securities LTD |
5 |
CWA Asset Management Group, LLC |
5 |
Caxton Associates Lp |
5 |
Wright Managed Equity Trust |
5 |
Cantab Capital Partners LLP |
5 |
Adage Capital Partners Gp, L.l.c. |
5 |
Old Mission Capital Llc |
5 |
Aviance Capital Partners, LLC |
5 |
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A |
5 |
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
5 |
State of Wyoming |
5 |
HHM Wealth Advisors, LLC |
5 |
Cerity Partners LLC |
5 |
Prospera Financial Services Inc |
5 |
Gupta Wealth Management LLC |
5 |
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 |
5 |
Aigen Investment Management, Lp |
5 |
Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
5 |
State of Tennessee, Treasury Department |
5 |
Mizuho Asset Management Co.,Ltd. |
5 |
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A |
5 |
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF |
5 |
CoreCap Advisors, LLC |
5 |
World Asset Management Inc |
5 |
GAMMA Investing LLC |
5 |
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
5 |
Perpetual Ltd |
5 |
Concert Wealth Management Inc. |
5 |
Epoch Investment Partners, Inc. |
5 |
BRYN MAWR TRUST Co |
5 |
First Eagle Investment Management, LLC |
5 |
Payden & Rygel |
5 |
GQJPX - Advisors' Inner Circle Fund III - GQG PARTNERS INTERNATIONAL QUALITY DIVIDEND INCOME FUND Investor Shares |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
5 |
First Citizens Bank & Trust Co |
5 |
Mirabella Financial Services Llp |
5 |
HCR Wealth Advisors |
5 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I |
5 |
Gts Securities Llc |
5 |
Level Four Advisory Services, Llc |
5 |
Weld Capital Management Llc |
5 |
Deere & Co |
5 |
Wealthcare Capital Management Llc |
5 |
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
5 |
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF |
5 |
Graham Capital Management, L.P. |
5 |
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class |
5 |
Formidable Asset Management, LLC |
5 |
Fulton Bank, N.a. |
5 |
Barrow Hanley Mewhinney & Strauss Llc |
5 |
PineBridge Investments, L.P. |
5 |
TD Capital Management LLC |
5 |
Blackrock Enhanced Equity Dividend Trust |
5 |
Security National Trust Co |
5 |
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
5 |
CapWealth Advisors, LLC |
5 |
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares |
5 |
Thomasville National Bank |
5 |
Highlander Capital Management, LLC |
5 |
Cornerstone Capital Management Holdings Llc. |
5 |
People's United Financial, Inc. |
5 |
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A |
5 |
Park National Corp /oh/ |
5 |
VSDB - VANGUARD MALVERN FUNDS - Vanguard Short Duration Bond ETF ETF Shares |
5 |
Omnia Family Wealth, LLC |
5 |
Ridgewood Investments LLC |
5 |
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
5 |
SpiderRock Advisors, LLC |
5 |
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
5 |
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
5 |
D'Orazio & Associates, Inc. |
5 |
Alera Investment Advisors, LLC |
5 |
New Mexico Educational Retirement Board |
5 |
Trustmark National Bank Trust Department |
5 |
Gardner Russo & Quinn Llc |
5 |
Westside Investment Management, Inc. |
5 |
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
5 |
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund |
5 |
Girard Partners Ltd. |
5 |
Euclid Advisors LLC |
5 |
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A |
5 |
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
5 |
Capital Investment Advisors, LLC |
5 |
Soros Fund Management Llc |
5 |
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
5 |
Lido Advisors, LLC |
5 |
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class |
5 |
Old National Bancorp /in/ |
5 |
MUFG Americas Holdings Corp |
5 |
Flagship Harbor Advisors, Llc |
5 |
Arizona State Retirement System |
5 |
Voya Financial Advisors, Inc. |
5 |
Sawtooth Solutions, LLC |
5 |
Bruderman Asset Management, LLC |
5 |
Cresset Asset Management, LLC |
5 |
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
5 |
Venturi Wealth Management, LLC |
5 |
Boston Private Bank & Trust Co |
5 |
JNBA Financial Advisors |
5 |
Hutchin Hill Capital, LP |
5 |
Baird Financial Group, Inc. |
5 |
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF |
5 |
Point72 Asia (Singapore) Pte. Ltd. |
5 |
Salem Investment Counselors Inc |
5 |
First City Capital Management, Inc. |
5 |
Calamos Wealth Management LLC |
5 |
Princeton Alpha Management LP |
5 |
Campbell & CO Investment Adviser LLC |
5 |
Jump Trading, LLC |
5 |
Ahrens Investment Partners LLC |
5 |
Ing Groep Nv |
5 |
Capital Bank & Trust Co |
5 |
Pine River Capital Management L.P. |
5 |
Wilmington Trust Co |
5 |
Amussen Hunsaker Associates Llc |
5 |
Cibc World Markets Corp |
5 |
Fred Alger Management, Llc |
5 |
Whitnell & Co. |
5 |
Wedgewood Investors Inc /pa/ |
5 |
Wipfli Financial Advisors Llc, |
5 |
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
5 |
ARGI Investment Services, LLC |
5 |
Landscape Capital Management, L.l.c. |
5 |
Truvestments Capital Llc |
4 |
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
4 |
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF |
4 |
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio |
4 |
Ohio National Investments, Inc. |
4 |
Ativo Capital Management LLC |
4 |
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
4 |
CenterStar Fund, LLC |
4 |
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
4 |
TD Waterhouse Canada Inc. |
4 |
GMICX - GMO TRUST - GMO International Equity Fund Class II |
4 |
Qrg Capital Management, Inc. |
4 |
Wilbanks Smith & Thomas Asset Management Llc |
4 |
Lynch & Associates/in |
4 |
Family Capital Trust Co |
4 |
JOHN HANCOCK VARIABLE INSURANCE TRUST - Mutual Shares Trust Series I |
4 |
Delta Lloyd Nv |
4 |
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 |
4 |
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 |
4 |
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 |
4 |
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
4 |
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
4 |
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
4 |
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A |
4 |
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
4 |
FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class |
4 |
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
4 |
Sutton Wealth Advisors Inc. |
4 |
JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
4 |
Vigilant Capital Management, LLC |
4 |
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A |
4 |
HOIBX - Homestead Funds Trust - Intermediate Bond Fund |
4 |
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
4 |
New York Life Trust Co |
4 |
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares |
4 |
Chilton Capital Management Llc |
4 |
D. Scott Neal, Inc. |
4 |
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A |
4 |
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
4 |
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A |
4 |
Wbh Advisory Inc |
4 |
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF |
4 |
Mizuho Securities Usa Llc |
4 |
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF |
4 |
Breton Hill Capital Ltd. |
4 |
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
4 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
4 |
Halpern Financial, Inc. |
4 |
AAENX - Cavanal Hill Funds - Strategic Enhanced Yield Fund Class A |
4 |
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
4 |
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB |
4 |
VCIGX - VALIC Co I - Dividend Value Fund |
4 |
Franklin Templeton ETF Trust - Franklin Income Focus ETF |
4 |
Jet Capital Investors L P |
4 |
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA |
4 |
Eagle Global Advisors Llc |
4 |
RBF Capital, LLC |
4 |
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
4 |
Natixis Investment Managers International |
4 |
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
4 |
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A |
4 |
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class |
4 |
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class |
4 |
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
4 |
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A |
4 |
Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
4 |
TradeLink Global Equity LLC |
4 |
BancorpSouth Inc |
4 |
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
4 |
Catalyst Funds Management Pty Ltd |
4 |
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I |
4 |
Capital International Sarl |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I |
4 |
Glg Llc |
4 |
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund |
4 |
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund |
4 |
Oppenheimer Funds Inc |
4 |
Calamos Advisors LLC |
4 |
FCDSX - FIDELITY SCHOOL STREET TRUST - Fidelity Series International Credit Fund |
4 |
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A |
4 |
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
4 |
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class |
4 |
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
4 |
Solaris Asset Management Llc |
4 |
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
4 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
4 |
NorthCoast Asset Management LLC |
4 |
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
4 |
WASHINGTON TRUST Co |
4 |
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A |
4 |
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I |
4 |
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II |
4 |
Nuveen, LLC |
4 |
Atomi Financial Group, Inc. |
4 |
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class |
4 |
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
4 |
Tfo-tdc, Llc |
4 |
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class |
4 |
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class |
4 |
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class |
4 |
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
4 |
Midas Management Corp |
4 |
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
4 |
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
4 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class |
4 |
Rockefeller Financial Services Inc |
4 |
First Interstate Bank |
4 |
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
4 |
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund |
4 |
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A |
4 |
Financial Sense Advisors, Inc. |
4 |
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
4 |
Savant Capital, LLC |
4 |
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A |
4 |
McKinley Carter Wealth Services, Inc. |
4 |
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
4 |
Mather Group, Llc. |
4 |
Roosevelt Investment Group Llc |
4 |
StrategIQ Financial Group, LLC |
4 |
Gofen & Glossberg Llc /il/ |
4 |
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I |
4 |
Farr Miller & Washington Llc/dc |
4 |
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
4 |
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund |
4 |
Windsor Capital Management, LLC |
4 |
Hudock, Inc. |
4 |
Baltimore-Washington Financial Advisors, Inc. |
4 |
Flossbach Von Storch Ag |
4 |
Pandora Wealth, Inc. |
4 |
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N |
4 |
OMERS ADMINISTRATION Corp |
4 |
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
4 |
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
4 |
Exchange Traded Concepts, Llc |
4 |
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
4 |
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
4 |
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
4 |
First Midwest Bank Trust Division |
4 |
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I |
4 |
Independence Trust CO |
4 |
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I |
4 |
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I |
4 |
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I |
4 |
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I |
4 |
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A |
4 |
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A |
4 |
Highstreet Asset Management Inc. |
4 |
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A |
4 |
Tokio Marine Asset Management Co Ltd |
4 |
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A |
4 |
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
4 |
Cullen/frost Bankers, Inc. |
4 |
Hartford Financial Management Inc. |
4 |
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF |
4 |
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
4 |
IWV - iSHARES TRUST - iShares Russell 3000 ETF |
4 |
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF |
4 |
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I |
4 |
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF |
4 |
Strategic Advisors LLC |
4 |
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares |
4 |
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV |
4 |
Retirement Systems of Alabama |
4 |
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I |
4 |
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
4 |
FormulaFolio Investments, LLC |
4 |
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
4 |
Capital Counsel Llc/ny |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class |
4 |
Catawba Capital Management /va |
4 |
Stancorp Investment Advisers Inc |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class |
4 |
Northern Oak Wealth Management Inc |
4 |
PSL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Staples Momentum ETF |
4 |
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund |
4 |
1st Global Advisors, Inc. |
4 |
Integral Derivatives, LLC |
4 |
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional |
4 |
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional |
4 |
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A |
4 |
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
4 |
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
4 |
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A |
4 |
Shinko Asset Management Co., Ltd. |
4 |
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class |
4 |
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional |
4 |
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A |
4 |
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
4 |
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
4 |
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
4 |
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
4 |
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
4 |
Carderock Capital Management Inc |
4 |
Leavell Investment Management, Inc. |
4 |
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 |
4 |
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund |
4 |
Oakbrook Investments Llc |
4 |
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF |
4 |
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A |
4 |
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
4 |
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
4 |
South Texas Money Management Ltd |
4 |
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF |
4 |
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
4 |
Miles Capital, Inc. |
4 |
Foundry Partners, LLC |
4 |
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
4 |
Parasol Investment Management, LLC |
4 |
MILK - Pacer Funds Trust - Pacer US Cash Cows Bond ETF |
4 |
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
4 |
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
4 |
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
4 |
Delta Asset Management Llc/tn |
4 |
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
4 |
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 |
4 |
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A |
4 |
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
4 |
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A |
4 |
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares |
4 |
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
4 |
GW&K Investment Management, LLC |
4 |
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 |
4 |
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
4 |
Frontier Investment Mgmt Co |
4 |
Alpha Windward Llc |
4 |
Bank Of Nova Scotia Trust Co |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
4 |
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
4 |
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
4 |
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
4 |
Point72 Middle East FZE |
4 |
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
4 |
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund |
4 |
VICE - AdvisorShares Trust - AdvisorShares Vice ETF |
4 |
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
4 |
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares |
4 |
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS |
4 |
Peachtree Investment Advisors, Inc. |
4 |
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
4 |
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
4 |
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
4 |
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF |
4 |
Mill Creek Capital Advisors, LLC |
4 |
Lvm Capital Management Ltd/mi |
4 |
Webster Bank, N. A. |
4 |
Sherbrooke Park Advisers Llc |
4 |
OAIEX - Optimum Fund Trust - Optimum International Fund Class A |
4 |
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF |
4 |
Grassi Investment Management |
4 |
Headlands Technologies LLC |
4 |
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF |
4 |
Wade G W & Inc |
4 |
Cullinan Associates Inc |
4 |
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I |
4 |
Exchange Capital Management, Inc. |
4 |
Legacy Private Trust Co. |
4 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I |
4 |
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio |
4 |
Hanson & Doremus Investment Management |
4 |
AGRPX - Allianz Funds Multi-Strategy Trust - AllianzGI Multi Asset Income Fund P |
4 |
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF |
4 |
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF |
4 |
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A |
4 |
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional |
4 |
Gierl Augustine Investment Management Inc |
4 |
Dakota Wealth Management |
4 |
OHIO NATIONAL FUND INC - ON Bond Portfolio |
4 |
Quarry LP |
4 |
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF |
4 |
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A |
4 |
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A |
4 |
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates |
4 |
Exxonmobil Investment Management Inc /tx |
4 |
ADPAX - BERNSTEIN SANFORD C FUND INC - Short Duration Plus Portfolio AB Short Duration Class A |
4 |
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
4 |
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
4 |
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A |
4 |
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
4 |
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I |
4 |
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A |
4 |
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
4 |
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class |
4 |
Argent Trust Co |
4 |
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund |
4 |
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P |
4 |
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
4 |
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A |
4 |
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES |
4 |
Denali Advisors Llc |
4 |
West Oak Capital, LLC |
4 |
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio |
4 |
Hilton Capital Management, LLC |
4 |
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
4 |
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
4 |
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
4 |
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 |
4 |
Lenox Wealth Management, Inc. |
4 |
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A |
4 |
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
4 |
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
4 |
Budros, Ruhlin & Roe, Inc. |
4 |
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I |
4 |
Stock Yards Bank & Trust Co |
4 |
Morningstar Investment Services LLC |
4 |
CT Financial Advisors LLC |
4 |
Beacon Financial Group |
4 |
EisnerAmper Wealth Management Corporate Benefits, LLC |
4 |
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A |
4 |
J. Goldman & Co LP |
4 |
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund |
4 |
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund |
4 |
Gulf International Bank (UK) Ltd |
4 |
Beacon Investment Advisory Services, Inc. |
4 |
Balentine LLC |
4 |
EP Wealth Advisors, Inc. |
4 |
Securian Asset Management, Inc |
4 |
Logan Capital Management Inc |
4 |
First Niagara Bank |
4 |
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF |
4 |
ACG Wealth |
4 |
CTC Alternative Strategies, Ltd. |
4 |
Oarsman Capital, Inc. |
4 |
Polaris Wealth Advisory Group, LLC |
4 |
Wealth Architects, LLC |
4 |
Opus Investment Management Inc |
4 |
Norinchukin Bank, The |
4 |
Jacobus Wealth Management, Inc. |
4 |
Wharton Business Group, LLC |
4 |
Eclectica Asset Management LLP |
4 |
Trutina Financial LLC |
4 |
Mendota Financial Group, LLC |
4 |
Ssi Investment Management Llc |
4 |
Cornerstone Advisors Inc |
4 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF |
4 |
Risk Paradigm Group, LLC |
4 |
SOUTH STATE Corp |
4 |
Verity & Verity, LLC |
4 |
Comerica Securities Inc |
4 |
Utah Retirement Systems |
4 |
AllSquare Wealth Management LLC |
4 |
Balasa Dinverno & Foltz Llc |
4 |
Burney Co/ |
4 |
Alerus Investment Advisors Corp |
4 |
Coho Partners, Ltd. |
4 |
Gallacher Capital Management LLC |
4 |
Strategic Wealth Management Inc |
4 |
Abound Wealth Management |
4 |
Armstrong Advisory Group, Inc |
4 |
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class |
4 |
Palisade Capital Management Llc/nj |
4 |
Alethea Capital Management, Llc |
4 |
Rothschild Investment Llc |
4 |
Brewin Dolphin Ltd |
4 |
FUKOKU MUTUAL LIFE INSURANCE Co |
4 |
Clifford Swan Investment Counsel Llc |
4 |
PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P |
4 |
Wedge Capital Management L L P/nc |
4 |
Mirador Capital Partners LP |
4 |
Smith, Moore & Co. |
4 |
Berkshire Asset Management Llc/pa |
4 |
Clear Harbor Asset Management, LLC |
4 |
James Investment Research Inc |
4 |
Advisor Partners Ii, Llc |
4 |
Citizens Business Bank |
4 |
Brick & Kyle, Associates |
4 |
Lloyds Banking Group plc |
4 |
HighPoint Advisor Group LLC |
4 |
Ionic Capital Management LLC |
4 |
I.g. Investment Management, Ltd. |
4 |
Herndon Capital Management Llc |
4 |
Sentinel Asset Management, Inc. |
4 |
Fairfield, Bush & Co. |
4 |
ICA Group Wealth Management, LLC |
4 |
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF |
4 |
Altavista Wealth Management, Inc. |
4 |
Sterne Agee Group, Inc. |
4 |
Corebridge Financial, Inc. |
4 |
Lyons Wealth Management, LLC. |
4 |
Janus Capital Management Llc |
4 |
Cornercap Investment Counsel Inc |
4 |
Coston, McIsaac & Partners |
4 |
Capital Wealth Planning, LLC |
4 |
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I |
4 |
Todd Asset Management Llc |
4 |
Crestwood Advisors Group LLC |
4 |
Old Mutual Global Investors (UK) Ltd. |
4 |
Sfmg, Llc |
4 |
GM Advisory Group, Inc. |
4 |
Dean Investment Associates, Llc |
4 |
PartnerRe Asset Management CORP |
4 |
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF |
4 |
Spectrum Management Group, LLC |
4 |
Earnest Partners Llc |
4 |
Provenance Wealth Advisors, LLC |
4 |
HWG Holdings LP |
4 |
Wbi Investments, Inc. |
4 |
Greylin Investment Mangement Inc |
4 |
ArrowMark Colorado Holdings LLC |
4 |
Hoxton Financial, Inc. |
4 |
Fjarde Ap-fonden /fourth Swedish National Pension Fund |
4 |
Intech Investment Management Llc |
4 |
Valentine Capital Asset Management, Inc. |
4 |
RHJ International SA |
4 |
PARK CIRCLE Co |
4 |
Gabelli Equity Series Funds Inc |
4 |
1832 Asset Management L.P. |
4 |
Sanders Morris Harris Llc |
4 |
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF |
4 |
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF |
4 |
WESPAC Advisors SoCal, LLC |
4 |
DAACX - Adviser Managed Trust - Diversified Equity Fund |
4 |
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
4 |
Opus Capital Group, LLC |
4 |
Estabrook Capital Management |
4 |
Hutchens Investment Management Inc |
4 |
Grove Bank & Trust |
4 |
Monarch Capital Management Inc/ |
4 |
Private Ocean, LLC |
4 |
Moisand Fitzgerald Tamayo, LLC |
4 |
GFS Advisors, LLC |
4 |
Mizuho Trust & Banking Co., Ltd. |
4 |
Lakeview Capital Partners, LLC |
4 |
Evercore Trust Company, N.A. |
4 |
Europacific Growth Fund |
4 |
Alpha Omega Wealth Management LLC |
4 |
Fortitude Advisory Group L.L.C. |
4 |
Andra AP-fonden |
4 |
Schooner Investment Group, LLC. |
4 |
Godsey & Gibb Associates |
4 |
Syntal Capital Partners, LLC |
4 |
Range Financial Group LLC |
4 |
SpiderRock Trading LLC |
4 |
Shapiro Robert N |
4 |
Li Winifred I |
4 |
Amalgamated Financial Corp. |
4 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
4 |
Gideon Capital Advisors, Inc. |
4 |
Lombard Odier Asset Management (USA) Corp |
4 |
NN Investment Partners Holdings N.V. |
4 |
Brevan Howard Capital Management LP |
4 |
Evermay Wealth Management Llc |
4 |
BNP Paribas Asset Management Holding S.A. |
4 |
Arete Wealth Advisors, LLC |
4 |
Davidson Kempner Capital Management Lp |
4 |
Rothschild Asset Management Inc |
4 |
U S Global Investors Inc |
4 |
Bell Bank |
4 |
Qualcomm Inc/de |
4 |
Householder Group Estate & Retirement Specialist, LLC |
4 |
Crawford Investment Counsel Inc |
4 |
Verity Asset Management, Inc. |
4 |
10Elms LLP |
4 |
Clark Estates Inc/ny |
4 |
Coldstream Capital Management Inc |
4 |
Rafferty Asset Management, LLC |
4 |
Institute for Wealth Management, LLC. |
4 |
Dana Investment Advisors, Inc. |
4 |
Chicago Equity Partners Llc |
4 |
Lipe & Dalton |
4 |
Advisors Preferred, LLC |
4 |
Capital Asset Advisory Services LLC |
4 |
Cornerstone Wealth Management, LLC |
4 |
Pinkerton Retirement Specialists, LLC |
4 |
Horizon Kinetics LLC |
4 |
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF |
4 |
Wealthsource Partners, Llc |
4 |
Bayesian Capital Management, LP |
4 |
City State Bank |
4 |
Williams Jones & Associates LLC |
4 |
Jabre Capital Partners S.A. |
4 |
Keel Point, LLC |
4 |
Northwestern Mutual Investment Management Company, Llc |
4 |
SPC Financial, Inc. |
4 |
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
4 |
Skandinaviska Enskilda Banken AB (publ) |
4 |
Busey Wealth Management |
4 |
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I |
4 |
Jackson Wealth Management, LLC |
4 |
Northwestern Mutual Investment Services Llc |
4 |
Copeland Capital Management, LLC |
4 |
Ruggie Capital Group |
4 |
Kovitz Investment Group Partners, LLC |
4 |
Lombard Odier Asset Management (Switzerland) SA |
4 |
Perella Weinberg Partners Capital Management LP |
4 |
Standard Life Investments LTD |
4 |
Sciencast Management LP |
4 |
PACIFIC SELECT FUND - Intermediate Bond Portfolio I |
4 |
Parkwood LLC |
4 |
Ropes Wealth Advisors Llc |
4 |
Brookfield Asset Management Inc. |
4 |
Stonebridge Capital Advisors LLC |
4 |
Mosaic Family Wealth, LLC |
4 |
Stifel Nicolaus & Co Inc \mo\ |
4 |
Aquatic Capital Management LLC |
4 |
Virtus Investment Advisers, Inc. |
4 |
Chartwell Investment Partners, Llc |
4 |
Maverick Capital Ltd |
4 |
Dai-ichi Life Holdings, Inc. |
4 |
Lincoln National Corp |
4 |
Westpac Banking Corp |
4 |
Snowden Capital Advisors LLC |
4 |
Dubuque Bank & Trust Co |
4 |
Kernodle & Katon Asset Management Group, LLC |
4 |
First Personal Financial Services |
4 |
Nippon Life Global Investors Americas, Inc. |
4 |
Institutional & Family Asset Management, Llc |
4 |
NatWest Group plc |
4 |
Allegis Investment Advisors, LLC |
4 |
ENDW - EA Series Trust - Cambria Endowment Style ETF |
4 |
Klingman & Associates, LLC |
4 |
Cleararc Capital Inc |
4 |
MQS Management LLC |
4 |
USA Financial Portformulas Corp |
4 |
Rs Investment Trust |
4 |
SJS Investment Consulting Inc. |
4 |
AHL Partners LLP |
4 |
Covestor Ltd |
4 |
Pictet & Cie (Europe) SA |
4 |
K2 Principal Fund, L.p. |
4 |
Retirement Planning Co of New England, Inc. |
4 |
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares |
4 |
Cadence Capital Management Llc |
4 |
Ameritas Advisory Services, LLC |
4 |
Johnson Investment Counsel Inc |
4 |
First National Trust Co |
4 |
Catapult Capital Management Llc |
4 |
Index Management Solutions, LLC |
4 |
Obermeyer Wood Investment Counsel, Lllp |
4 |
Steward Financial Group LLC |
4 |
BerganKDV Wealth Management, LLC |
4 |
Water Island Capital Llc |
4 |
Baird Robert W & Co Inc /wi/ |
4 |
Guardian Investor Services Llc |
4 |
Catamount Wealth Management |
4 |
Yousif Capital Management, Llc |
4 |
Caitong International Asset Management Co., Ltd |
4 |
Community Bank System, Inc. |
4 |
Jane Street Holding, LLC |
4 |
McAdams Wright Ragen, Inc. |
4 |
Qs Batterymarch Financial Management, Inc |
4 |
Munder Capital Management |
4 |
Signator Financial Services, Inc. |
4 |
Man Investments Ltd |
4 |
Cable Hill Partners, LLC |
4 |
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
4 |
Societe Generale |
4 |
Emerald Acquisition Ltd. |
4 |
Jackson, Grant Investment Advisers, Inc. |
4 |
Probity Advisors, Inc. |
4 |
Wilmington Trust Investment Management, LLC |
4 |
Wilmington Funds Management Corp |
4 |
Veritas Investment Management LLP |
4 |
Veritas Investment Management (UK) Ltd |
4 |
Rock Creek Group, LP |
4 |
Elite Wealth Management, Inc. |
4 |
Ibex Wealth Advisors |
4 |
IDMAX - LITMAN GREGORY FUNDS TRUST - iM Dolan McEniry Corporate Bond Fund Investor Class |
4 |
Jacobi Capital Management LLC |
4 |
Corient Capital Partners, LLC |
4 |
StoneX Group Inc. |
4 |
LBA Wealth Management, LLC |
4 |
Bell Investment Advisors, Inc |
4 |
Triad Wealth Partners, LLC |
4 |
First Bank & Trust |
4 |
Mascoma Wealth Management LLC |
4 |
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
4 |
Kohmann Bosshard Financial Services, LLC |
4 |
Blue Granite Capital, LLC |
4 |
Bank Hapoalim Bm |
4 |
Asset Planning Services Inc /la/ /adv |
4 |
Northwest Wealth Management, Llc |
4 |
Avantax Planning Partners, Inc. |
4 |
Dialectic Capital Management, Lp |
4 |
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I |
4 |
Activest Wealth Management |
4 |
Capital Investment Advisory Services, LLC |
4 |
Smith Shellnut Wilson Llc /adv |
4 |
Pinnacle Financial Partners Inc |
4 |
Northwest Quadrant Wealth Management, LLC |
4 |
Cpwm, Llc |
4 |
Kentucky Retirement Systems |
4 |
Empirical Finance, LLC |
4 |
Sentry Investment Management Llc |
4 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
4 |
RB Capital Management, LLC |
4 |
Accurate Wealth Management, LLC |
4 |
Bristol Advisors, LLC |
4 |
Intellectus Partners, LLC |
4 |
Cigna Investments Inc /new |
4 |
Shepherd Financial Partners LLC |
4 |
Patten Group, Inc. |
4 |
IFM Investors Pty Ltd |
4 |
Heritage Way Advisors, LLC |
4 |
Ritholtz Wealth Management |
4 |
Driehaus Capital Management Llc |
4 |
Assenagon Asset Management S.A. |
4 |
C M Bidwell & Associates Ltd |
4 |
New Perspective Fund |
4 |
New World Fund Inc |
4 |
YorkBridge Wealth Partners, LLC |
4 |
Northstar Wealth Partners LLC |
4 |
Founders Capital Management |
4 |
Global Financial Private Capital, LLC |
4 |
Vivaldi Capital Management, LLC |
4 |
Wealthfront Inc |
4 |
Sterling Investment Advisors, Ltd. |
4 |
Clear Perspective Advisors, LLC |
4 |
LifePlan Financial Group, Inc |
4 |
Achievement Holdings L.P. |
4 |
Braun Stacey Associates Inc |
4 |
Fieldpoint Private Securities, LLC |
4 |
Westwood Holdings Group Inc |
4 |
Watermark Asset Management, Inc. |
4 |
Aua Capital Management, Llc |
4 |
Atlantic Trust, LLC |
4 |
Thomaspartners, Inc. |
4 |
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF |
4 |
Pendal Group Ltd |
4 |
Tiaa, Fsb |
4 |
Summit X, LLC |
4 |
Ferris Capital, Llc |
4 |
Bb&t Investment Services, Inc. |
4 |
Resources Investment Advisors, LLC. |
4 |
Gerstein Fisher |
4 |
Mountain Capital Investment Advisors, Inc |
4 |
Bogart Wealth, LLC |
4 |
Donoghue Forlines LLC |
4 |
Edge Advisors, Llc |
4 |
Csenge Advisory Group |
4 |
Sit Investment Associates Inc |
4 |
Close Asset Management Ltd |
4 |
Standard Life Aberdeen plc |
4 |
United States Steel & Carnegie Pension Fund |
4 |
XR Securities LLC |
4 |
Invst, LLC |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class |
4 |
VICAX - Northern Lights Fund Trust IV - USA Mutuals Vice Global Fund Class A |
4 |
Ballew Advisors, Inc |
4 |
DC Investments Management, LLC |
4 |
Front Row Advisors LLC |
4 |
Vanguard Index Funds |
4 |
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
4 |
Money Concepts Capital Corp |
4 |
Hennion & Walsh Asset Management, Inc. |
4 |
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
4 |
Oppenheimer Capital Income Fund |
4 |
New York Life Investment Management Llc |
4 |
Meiji Yasuda Life Insurance Co |
4 |
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
4 |
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
4 |
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
4 |
CPSIX - Unified Series Trust - Fci Bond Fund |
4 |
Ascend Capital, Llc |
4 |
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
4 |
Guardian Wealth Advisors, LLC |
4 |
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
4 |
Spire Wealth Management |
4 |
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
4 |
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
4 |
Waters Parkerson & Co., Llc |
4 |
Usaa Etf Trust |
4 |
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A |
4 |
Forum Funds |
4 |
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF |
4 |
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I |
4 |
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
4 |
Retirement Group, LLC |
4 |
Safeguard Investment Advisory Group, LLC |
4 |
EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF |
4 |
Profunds - Profund Vp Oil & Gas |
4 |
FAINX - MSS Series Trust - Fallen Angels Income Fund |
4 |
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class |
4 |
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A |
4 |
Police & Firemen's Retirement System of New Jersey |
4 |
Td Asset Management Usa Funds Inc. |
4 |
Tradition Wealth Management, LLC |
4 |
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF |
4 |
GAIGX - Gamco International Growth Fund, Inc - Gamco International Growth Fund, Inc Class A |
4 |
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
4 |
Dorsey & Whitney Trust CO LLC |
4 |
Interchange Capital Partners, LLC |
4 |
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
4 |
Hobbs Group Advisors, LLC |
4 |
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
4 |
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A |
4 |
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
4 |
Taconic Capital Advisors LP |
4 |
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares |
4 |
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
4 |
Dymon Asia Capital (singapore) Pte. Ltd. |
4 |
Altus Wealth Group LLC |
4 |
Vantage Consulting Group Inc |
4 |
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
4 |
General Electric Co |
4 |
Woodmont Investment Counsel Llc |
4 |
Gabelli Dividend & Income Trust |
4 |
Nuveen S&p 500 Dynamic Overwrite Fund |
4 |
Oppenheimer Asset Management Inc. |
4 |
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
4 |
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A |
4 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
4 |
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
4 |
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
4 |
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M |
4 |
Maryland Capital Management |
4 |
Veriti Management LLC |
4 |
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
4 |
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS |
4 |
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A |
4 |
ARS Wealth Advisors, LLC |
4 |
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund |
4 |
Scout Funds |
4 |
Arcadia Investment Management Corp/mi |
4 |
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares |
4 |
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A |
4 |
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares |
4 |
Thornburg Investment Management Inc |
4 |
E Fund Management Co., Ltd. |
4 |
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
4 |
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV |
4 |
Optimist Retirement Group LLC |
4 |
McClarren Financial Advisors, Inc. |
4 |
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
4 |
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
4 |
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
4 |
Us Global Investors Funds |
4 |
Western Asset Premier Bond Fund |
4 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
4 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
4 |
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
4 |
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
4 |
Cornerstone Total Return Fund Inc |
4 |
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
4 |
Cornerstone Strategic Value Fund Inc |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
4 |
Zeke Capital Advisors, Llc |
4 |
GV Financial Advisors |
4 |
Crescent Capital Consulting, LLC |
4 |
Triangle Peak Partners, LP |
4 |
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 |
4 |
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July |
4 |
Oppenheimer Global Multi Strategies Fund |
4 |
Paces Ferry Wealth Advisors, Llc |
4 |
Ironsides Asset Advisors, LLC |
4 |
Main Street Group, LTD |
4 |
DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A |
4 |
Edmond De Rothschild Holding S.a. |
4 |
Cordant, Inc. |
4 |
Bluefin Capital Management, Llc |
4 |
Pnc Funds |
4 |
Colony Group, LLC |
4 |
West Family Investments, Inc. |
4 |
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
4 |
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A |
4 |
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A |
4 |
Founders Financial Alliance, LLC |
4 |
Kestra Advisory Services, LLC |
4 |
TFC Financial Management |
4 |
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares |
4 |
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares |
4 |
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares |
4 |
Hexagon Capital Partners LLC |
4 |
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
4 |
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
4 |
Holloway Wealth Management, LLC |
4 |
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
4 |
John Hancock Investors Trust |
4 |
Oppenheimer Master International Value Fund, Llc |
4 |
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
4 |
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF |
4 |
Tfs Capital Investment Trust |
4 |
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
4 |
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A |
4 |
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A |
4 |
Pathstone Holdings, LLC |
4 |
Intact Investment Management Inc. |
4 |
VSR Financial Services, Inc. |
4 |
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
4 |
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
4 |
American Independence Funds Trust |
4 |
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
4 |
New Jersey Better Educational Savings Trust |
4 |
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
4 |
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
4 |
Clough Global Dividend & Income Fund |
4 |
Supplemental Annuity Collective Trust of NJ |
4 |
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
4 |
Western Asset Global Corporate Defined Opportunity Fund Inc. |
4 |
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class |
4 |
Caitlin John, LLC |
4 |
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A |
4 |
EntryPoint Capital, LLC |
4 |
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
4 |
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
4 |
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
4 |
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N |
4 |
ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
4 |
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
4 |
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
4 |
RLCBX - Ultimus Managers Trust - Ryan Labs Core Bond Fund |
4 |
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
4 |
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares |
4 |
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z |
4 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund |
4 |
Oppenheimer Global Strategic Income Fund |
4 |
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF |
4 |
SPGBX - Symmetry Panoramic Trust - Symmetry Panoramic Global Fixed Income Fund Class I Shares |
4 |
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
4 |
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class |
4 |
Vermillion & White Wealth Management Group, LLC |
4 |
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
4 |
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
4 |
Western Asset Variable Rate Strategic Fund Inc. |
4 |
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
4 |
Heritage Wealth Advisors |
4 |
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A |
4 |
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class |
4 |
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
4 |
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
4 |
Calton & Associates, Inc. |
4 |
Monument Capital Management |
4 |
Clarus Wealth Advisors |
4 |
Bedel Financial Consulting, Inc. |
4 |
Cadence Bank Na |
4 |
Hendley & Co Inc |
4 |
Equitec Proprietary Markets, Llc |
4 |
Spinnaker Trust |
4 |
Farmers & Merchants Investments Inc |
4 |
Squar Milner Financial Services Llc |
4 |
Ntv Asset Management Llc |
4 |
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares |
4 |
Independence Bank of Kentucky |
4 |
Linscomb & Williams, Inc. |
4 |
Rathbone Brothers plc |
4 |
Keystone Financial Group |
4 |
Centaurus Financial, Inc. |
4 |
VICEX - USA MUTUALS - USA Mutuals Vitium Global Fund - Investor Class |
4 |
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A |
4 |
Mutual Advisors, LLC |
4 |
Skopos Labs, Inc. |
4 |
PPM Funds - PPM High Yield Core Fund (Inst) |
4 |
Eqis Capital Management, Inc. |
4 |
Colonial Trust Advisors |
4 |
Weiss Asset Management LP |
4 |
Northstar Capital Management Llc |
4 |
Frazier Financial Advisors, LLC |
4 |
Larson Financial Group LLC |
4 |
Truewealth Llc |
4 |
Aft, Forsyth & Company, Inc. |
4 |
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A |
4 |
Infusive US Trust - INFUSIVE(R) COMPOUNDING GLOBAL EQUITIES ETF |
4 |
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
4 |
MBEQX - M FUND INC - M International Equity Fund |
4 |
Hartford Series Fund Inc |
4 |
Sound Income Strategies, LLC |
4 |
Financial Advocates Investment Management |
4 |
Wesbanco Bank Inc |
4 |
Griffin Asset Management, Inc. |
4 |
Summit Trail Advisors, Llc |
4 |
Integrated Wealth Counsel, Llc |
4 |
We Are One Seven, LLC |
4 |
Wagner Wealth Management, Llc |
4 |
Merit Investment Management, LLC |
4 |
Northern Trust Co Of Connecticut |
4 |
Daiwa Capital Markets America Inc. |
4 |
Harvest Group Wealth Management, Llc |
4 |
Emerald Investment Partners, Llc |
4 |
Silver Bridge Capital Management LLC |
4 |
Endex Capital Management Llc |
4 |
Glg Inc. |
4 |
Rockefeller Capital Management L.P. |
4 |
Lebenthal Holdings,LLC |
4 |
MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y |
4 |
Calvert Investment Management, Inc. |
4 |
Mount Yale Investment Advisors, LLC |
4 |
Atlantic Edge Private Wealth Management, LLC |
4 |
CX Institutional |
4 |
Grassi Investment Management Llc |
4 |
Dupont Capital Management Corp |
4 |
Winton Capital Management Ltd |
4 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
4 |
State of New Jersey Common Pension Fund A |
4 |
Principal Securities, Inc. |
4 |
F&C Asset Management plc |
4 |
Van Eck Associates Corp |
4 |
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
4 |
Equitable Holdings, Inc. |
4 |
Selective Wealth Management, Inc. |
4 |
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y |
4 |
Sierra Ocean, Llc |
4 |
Bell Rock Capital Llc |
4 |
Vectors Research Management, LLC |
4 |
Central Bank & Trust Co |
4 |
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF |
4 |
Verus Capital Partners, Llc |
4 |
Quantamental Technologies LLC |
4 |
Beacon Pointe Advisors, LLC |
4 |
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF |
4 |
Inr Advisory Services Llc |
4 |
Cary Street Partner Investment Advisory Llc |
4 |
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
4 |
Tradewinds Capital Management, LLC |
4 |
Deschaine & Company, Llc |
4 |
Fiduciary Group LLC |
4 |
Bp Plc |
4 |
Rnc Capital Management Llc |
4 |
Hourglass Capital, Llc |
4 |
FinTrust Capital Advisors, LLC |
4 |
Paradigm Financial Partners, Llc |
4 |
Stratos Wealth Advisors, LLC |
4 |
Birmingham Capital Management Co Inc/al |
4 |
Archer Investment Corp |
4 |
Townsquare Capital Llc |
4 |
Apollon Wealth Management, LLC |
4 |
Smith Chas P & Associates Pa Cpas |
4 |
Wealth Quarterback LLC |
4 |
Meridian Wealth Partners, LLC |
4 |
Narwhal Capital Management |
4 |
Arkadios Wealth Advisors |
4 |
Cribstone Capital Management, LLC |
4 |
Pinnacle Summer Investments, Inc. |
4 |
Wright Investors Service Inc |
4 |
Global Wealth Management Investment Advisory, Inc. |
4 |
Tiaa Cref Trust Co Fsb/mo |
4 |
Fortem Financial Group, Llc |
4 |
Atom Investors LP |
4 |
Hoover Financial Advisors, Inc. |
4 |
Salomon & Ludwin, LLC |
4 |
Evergreen Capital Management Llc |
4 |
Curian Capital Llc |
4 |
Carolinas Wealth Consulting Llc |
4 |
Claro Advisors LLC |
4 |
Aspire Private Capital, LLC |
4 |
TD Securities (USA) LLC |
4 |
Parsec Financial Management, Inc. |
4 |
Kempen Capital Management N.v. |
4 |
Royal London Asset Management Ltd |
4 |
Cypress Capital, LLC |
4 |
Rand Wealth, Llc |
4 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF |
4 |
FORA Capital, LLC |
4 |
Kentucky Retirement Systems Insurance Trust Fund |
4 |
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF |
4 |
Bremer Bank National Association |
4 |
Athena Capital Advisors Llc |
4 |
WealthStone, Inc. |
4 |
Joel Isaacson & Co., LLC |
4 |
Weaver Consulting Group |
4 |
Shine Investment Advisory Services Inc |
4 |
GeoWealth Management, LLC |
4 |
TrueMark Investments, LLC |
4 |
Bruce G. Allen Investments, LLC |
4 |
Stonehage Fleming Financial Services Holdings Ltd |
4 |
Hyman Charles D |
4 |
Bpv Family Of Funds |
4 |
Rs Variable Products Trust |
4 |
Stonehage Fleming (uk) Ltd |
4 |
Banque Cantonale Vaudoise |
4 |
BlackRock Multi-Sector Opportunities Trust II |
4 |
Aberdeen Global Select Opportunities Fund Inc. |
4 |
Avion Wealth |
4 |
Anchor Investment Management, LLC |
4 |
Blackrock Dividend Income Trust |
4 |
MU Investments Co., Ltd. |
4 |
Evoke Wealth, Llc |
4 |
Nikko Asset Management Americas, Inc. |
4 |
Williams Jones Wealth Management, LLC. |
4 |
Perennial Investment Advisors, LLC |
4 |
Janney Capital Management LLC |
4 |
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
4 |
Woodley Farra Manion Portfolio Management Inc |
4 |
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E |
4 |
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio |
4 |
Venture Visionary Partners LLC |
4 |
Dorsey Wright & Associates |
4 |
Leelyn Smith, LLC |
4 |
Atticus Wealth Management, Llc |
4 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
4 |
AT Bancorp |
4 |
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
4 |
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class |
4 |
VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares |
4 |
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
4 |
Altfest L J & Co Inc |
4 |
JGDAX - JANUS INVESTMENT FUND - Janus Henderson Global Income Managed Volatility Fund Class A |
4 |
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
4 |
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
4 |
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A |
4 |
Tortoise Investment Management, LLC |
4 |
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) |
4 |
First Merchants Corp |
4 |
St Germain D J Co Inc |
4 |
Jnl Series Trust - Jnl/mellon International Index Fund (a) |
4 |
Rothschild Investment Corp /il |
4 |
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) |
4 |
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
4 |
Boston Advisors Llc |
4 |
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF |
4 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
4 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I |
4 |
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF |
4 |
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
4 |
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
4 |
CHURCHILL MANAGEMENT Corp |
4 |
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF |
4 |
First National Bank & Trust Co Of Newtown |
4 |
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF |
4 |
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class |
4 |
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class |
4 |
Beaird Harris Wealth Management, LLC |
3 |
Bristlecone Advisors, LLC |
3 |
Gerber Kawasaki Wealth & Investment Management |
3 |
Strategic Financial Services, Inc, |
3 |
Exane Asset Management |
3 |
Raab & Moskowitz Asset Management LLC |
3 |
BLACKROCK FUNDS - BlackRock Defensive Advantage International Fund Class K |
3 |
Stuart Chaussee & Associates, Inc. |
3 |
Paradigm Financial Advisors, LLC |
3 |
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A |
3 |
Macnealy Hoover Investment Management Inc |
3 |
Douglas Lane & Associates, LLC |
3 |
Mn Services Vermogensbeheer B.V. |
3 |
Bank Of The West |
3 |
Traub Capital Management LLC |
3 |
Lockheed Martin Investment Management Co |
3 |
Brown Advisory Securities, LLC |
3 |
AMG National Trust Bank |
3 |
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares |
3 |
Montgomery Investment Management Inc |
3 |
Kalos Management, Inc. |
3 |
VGI Partners Ltd |
3 |
High Falls Advisors, Inc |
3 |
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
3 |
RiverPoint Capital Management, LLC |
3 |
Transce3nd, LLC |
3 |
Kelman-Lazarov, Inc. |
3 |
BPEMX - RBB FUND, INC. - Boston Partners Emerging Markets Fund Institutional Class |
3 |
Oliver Luxxe Assets LLC |
3 |
Sagespring Wealth Partners, Llc |
3 |
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
3 |
Bard Financial Services, Inc. |
3 |
Tower Square Investment Management, Llc |
3 |
Richard C. Young & CO., LTD. |
3 |
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF |
3 |
Matisse Capital |
3 |
Next Financial Holdings |
3 |
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF |
3 |
TRUE Private Wealth Advisors |
3 |
Atlantic Union Bankshares Corp |
3 |
Peapack Gladstone Financial Corp |
3 |
Buffington Mohr McNeal |
3 |
BOK Financial Private Wealth, Inc. |
3 |
Oppenheimer Main Street All Cap Fund |
3 |
Finer Wealth Management, Inc. |
3 |
Vise Technologies, Inc. |
3 |
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class |
3 |
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
3 |
Investment Management Associates Inc /adv |
3 |
Coppell Advisory Solutions LLC |
3 |
Global Financial Private Client, LLC |
3 |
Childress Capital Advisors, Llc |
3 |
Oppenheimer Corporate Bond Fund |
3 |
Golden State Wealth Management, LLC |
3 |
Hantz Financial Services, Inc. |
3 |
44 Wealth Management Llc |
3 |
Virginia Retirement System |
3 |
SkyView Investment Advisors, LLC |
3 |
DSTX - ETF Series Solutions - Distillate International Fundamental Stability & Value ETF |
3 |
Traynor Capital Management, Inc. |
3 |
Vestmark Advisory Solutions, Inc. |
3 |
Tacita Capital Inc |
3 |
Gibbs Wealth Management |
3 |
Investment Management Corp of Ontario |
3 |
Mason Capital Management Llc |
3 |
Cornerstone Advisory, LLC |
3 |
Proathlete Wealth Management Llc |
3 |
Castle Wealth Management Llc |
3 |
Glenmede Investment Management, LP |
3 |
Tevis Investment Management |
3 |
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
3 |
Foresters Investment Management Company, Inc. |
3 |
Sivia Capital Partners, LLC |
3 |
Meitav Dash Investments Ltd |
3 |
Altrius Capital Management Inc |
3 |
Thomas J. Herzfeld Advisors, Inc. |
3 |
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 |
3 |
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares |
3 |
Teamwork Financial Advisors, LLC |
3 |
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
3 |
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
3 |
Coastal Investment Advisors, Inc. |
3 |
RELIANCE TRUST Co |
3 |
Occudo Quantitative Strategies Lp |
3 |
Inscription Capital, LLC |
3 |
EFG Asset Management (Americas) Corp. |
3 |
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A |
3 |
Signature Wealth Management Partners, LLC |
3 |
Scarborough Advisors, LLC |
3 |
Hoese & Co LLP |
3 |
Dynamic Technology Lab Pte Ltd |
3 |
RMB Capital Management, LLC |
3 |
Haberer Registered Investment Advisor Inc |
3 |
Axxcess Wealth Management, Llc |
3 |
Bedrijfstakpensioenfonds Voor De Media Pno |
3 |
Holderness Investments Co |
3 |
USS Investment Management Ltd |
3 |
Plan Group Financial, LLC |
3 |
Advisors Capital Management, LLC |
3 |
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares |
3 |
Glenview State Bank Trust Dept. |
3 |
McNamara Financial Services, Inc. |
3 |
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF |
3 |
Bank of Kentucky, Inc. |
3 |
InterOcean Capital Group, LLC |
3 |
Capital Analysts, Inc. |
3 |
Benjamin Edwards Inc |
3 |
Zebra Capital Management LLC |
3 |
Hm Payson & Co |
3 |
Sumitomo Life Insurance Co |
3 |
Sequoia Financial Advisors, LLC |
3 |
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares |
3 |
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A |
3 |
Large-cap Value Portfolio |
3 |
Coastwise Capital Group, LLC |
3 |
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund |
3 |
First Business Financial Services, Inc. |
3 |
Dividend Builder Portfolio |
3 |
Auxier Asset Management |
3 |
Smith, Salley & Associates |
3 |
Tuttle Tactical Management LLC |
3 |
Grisanti Capital Management LLC |
3 |
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
3 |
ORFN - Tidal ETF Trust - Constrained Capital ESG Orphans ETF |
3 |
JBJ Investment Partners, LLC |
3 |
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
3 |
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
3 |
Chemical Bank |
3 |
Ameriflex Group, Inc. |
3 |
Pathway Financial Advisers, LLC |
3 |
CoreFirst Bank & Trust |
3 |
Motiv8 Investments LLC |
3 |
Richard Bernstein Advisors LLC |
3 |
Charles Schwab Investment Advisory, Inc. |
3 |
Acuity Investment Management Inc |
3 |
Nuveen Multi-market Income Fund |
3 |
Platte River Capital LLC |
3 |
LVW Advisors, LLC |
3 |
EQ ADVISORS TRUST - EQ/AB Short Duration Government Bond Portfolio Class IB |
3 |
Sandhill Capital Partners LLC |
3 |
Westover Capital Advisors, LLC |
3 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
3 |
Wealth Preservation Advisors, LLC |
3 |
Mastrapasqua Asset Management Inc |
3 |
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
3 |
Jarislowsky, Fraser Ltd |
3 |
Gabelli Equity Trust Inc |
3 |
Fiduciary Services Corp/ga |
3 |
NUSB - Nushares ETF Trust - Nuveen Ultra Short Income ETF |
3 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 |
3 |
First National Corp /ma/ /adv |
3 |
Romano Brothers And Company |
3 |
Sittner & Nelson, Llc |
3 |
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
3 |
Capital A Wealth Management, LLC |
3 |
Woodward Diversified Capital, Llc |
3 |
Family Management Corp |
3 |
Oppenheimer Integrity Funds |
3 |
Toews Corp /adv |
3 |
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class |
3 |
FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund |
3 |
Resolute Advisors LLC |
3 |
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
3 |
Brown, Lisle/cummings, Inc. |
3 |
Vertex One Asset Management Inc. |
3 |
Albion Financial Group /ut |
3 |
Schechter Investment Advisors, LLC |
3 |
Sculati Wealth Management, LLC |
3 |
Rotella Capital Management, Inc. |
3 |
RWC Asset Management LLP |
3 |
Loeb Partners Corp |
3 |
Psagot Investment House Ltd. |
3 |
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
3 |
Glen Eagle Advisors, LLC |
3 |
Somerset Trust Co |
3 |
Crestline Management, LP |
3 |
Choate Investment Advisors |
3 |
Eagle Growth & Income Opportunities Fund |
3 |
Arden Trust Co |
3 |
Premier Asset Management Llc |
3 |
Brewin Dolphin Wealth Management Ltd |
3 |
Concord Wealth Partners |
3 |
Madison Investment Holdings Inc |
3 |
Twin Peaks Wealth Advisors, LLC |
3 |
Wendell David Associates Inc |
3 |
Mcdonald Partners Llc |
3 |
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
3 |
Troy Asset Management Ltd |
3 |
Lynx Investment Advisory |
3 |
Fortitude Family Office, LLC |
3 |
Capital International Inc /ca/ |
3 |
Distillate Capital Partners LLC |
3 |
Searle & Co. |
3 |
Drw Securities, L.l.c. |
3 |
qPULA Trading Management LP |
3 |
Shilanski & Associates, Inc. |
3 |
Lion Street Advisors, LLC |
3 |
Lebenthal Global Advisors, LLC |
3 |
Stock Portfolio - Stock Portfolio |
3 |
Millstone Evans Group, LLC |
3 |
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
3 |
Atalanta Sosnoff Capital, Llc |
3 |
Privium Fund Management (UK) Ltd |
3 |
Eaton Vance Tax-managed Buy-write Opportunities Fund |
3 |
Philadelphia Trust Co |
3 |
Entropy Technologies, LP |
3 |
Ingalls & Snyder Llc |
3 |
Eaton Vance Tax-managed Buy-write Income Fund |
3 |
WR Wealth Planners, LLC |
3 |
Heritage Investors Management Corp |
3 |
Trust Co |
3 |
MYCG - SSGA Active Trust - SPDR SSGA My2027 Corporate Bond ETF |
3 |
Sound View Wealth Advisors Group, LLC |
3 |
Thrive Capital Management, LLC |
3 |
IAG Wealth Partners, LLC |
3 |
Marcum Wealth, LLC |
3 |
Veritas Investment Partners (UK) Ltd. |
3 |
Annapolis Financial Services, LLC |
3 |
Nuveen Core Equity Alpha Fund |
3 |
Boyd Watterson Asset Management Llc/oh |
3 |
Pennsylvania Trust Co |
3 |
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio |
3 |
Colonial Trust Co / SC |
3 |
Twin Capital Management Inc |
3 |
QUANTRES ASSET MANAGEMENT Ltd |
3 |
Saratoga Research & Investment Management |
3 |
Live Your Vision, LLC |
3 |
Mackay Shields Llc |
3 |
Eaton Vance Senior Income Trust |
3 |
Mission Wealth Management, Lp |
3 |
Osterweis Capital Management Inc |
3 |
Putnam Fl Investment Management Co |
3 |
Signature Financial Management, Inc. |
3 |
PSI Advisors, LLC |
3 |
Drive Wealth Management, Llc |
3 |
PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P |
3 |
Gdl Fund |
3 |
Duff & Phelps Investment Management Co |
3 |
Lucus Advisors Llc |
3 |
Excalibur Management Corp |
3 |
Jump Trading, Llc |
3 |
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 |
3 |
Credential Qtrade Securities Inc. |
3 |
Allegheny Financial Group LTD |
3 |
Core Bond Portfolio - Core Bond Portfolio |
3 |
Arbor Investment Advisors, LLC |
3 |
Altrinsic Global Advisors Llc |
3 |
DIVD - EA Series Trust - Altrius Global Dividend ETF |
3 |
Cowen Prime Services LLC |
3 |
NOIGX - Northern Funds - Northern International Equity Fund |
3 |
Ckw Financial Group |
3 |
Retirement Financial Solutions, Llc |
3 |
Town & Country Bank & Trust CO dba First Bankers Trust CO |
3 |
Wealthgarden F.s. Llc |
3 |
Opal Wealth Advisors, LLC |
3 |
NSIDX - Northern Funds - Northern Small Cap Index Fund |
3 |
Ninety One North America, Inc. |
3 |
Partnervest Advisory Services LLC |
3 |
Typenex Co-Investment, LLC |
3 |
Center For Asset Management LLC |
3 |
United Advisor Group, LLC |
3 |
Oder Investment Management, LLC |
3 |
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
3 |
Destination Wealth Management |
3 |
Keudell/Morrison Wealth Management |
3 |
Nbt Bank N A /ny |
3 |
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio |
3 |
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio |
3 |
Ferguson Wellman Capital Management, Inc |
3 |
Horan Capital Advisors, LLC. |
3 |
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
3 |
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
3 |
Okabena Investment Services Inc |
3 |
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF |
3 |
Kingfisher Capital LLC |
3 |
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares |
3 |
Octavia Wealth Advisors, LLC |
3 |
Stephens Consulting, LLC |
3 |
Fidelis Capital Partners, LLC |
3 |
J.P. Turner & Co Capital Mnagement, LLC |
3 |
Ashton Thomas Securities, Llc |
3 |
United Asset Strategies, Inc. |
3 |
Soltis Investment Advisors LLC |
3 |
Kennon-Green & Company, LLC |
3 |
PACIFIC SELECT FUND - Intermediate Bond Portfolio P |
3 |
Td Private Client Wealth Llc |
3 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
3 |
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
3 |
Golden State Equity Partners |
3 |
Montag A & Associates Inc |
3 |
Stratton Management Co |
3 |
Cromwell Holdings LLC |
3 |
PACIFIC SELECT FUND - Bond Plus Portfolio Class P |
3 |
Icon Wealth Advisors, LLC |
3 |
Cyndeo Wealth Partners, LLC |
3 |
Lumbard & Kellner, LLC |
3 |
Guggenheim Equal Weight Enhanced Equity Income Fund |
3 |
Chapin Davis, Inc. |
3 |
Tri-continental Corp |
3 |
Kavar Capital Partners Group, Llc |
3 |
Longfellow Investment Management Co Llc |
3 |
RWM Asset Management, LLC |
3 |
NINE MASTS CAPITAL Ltd |
3 |
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K |
3 |
Artemis Investment Management LLP |
3 |
First Trust Dynamic Europe Equity Income Fund |
3 |
First Long Island Investors, LLC |
3 |
Wealth Alliance |
3 |
TAFI - AB Active ETFs, Inc. - AB Tax-Aware Short Duration Municipal ETF |
3 |
New England Capital Financial Advisors LLC |
3 |
Lloyd Advisory Services, LLC. |
3 |
Ironwood Financial, llc |
3 |
Glass Jacobson Investment Advisors llc |
3 |
Richard W. Paul & Associates, LLC |
3 |
Alexandria Capital, LLC |
3 |
San Luis Wealth Advisors LLC |
3 |
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund |
3 |
Rothschild & Co Wealth Management UK Ltd |
3 |
FourThought Financial Partners, LLC |
3 |
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
3 |
Keebeck Alpha, LP |
3 |
Fairholme Capital Management Llc |
3 |
GPS Wealth Strategies Group, LLC |
3 |
BSW Wealth Partners |
3 |
CGIB - Capital Group Fixed Income ETF Trust - Capital Group International Bond ETF (USD-Hedged) Share class |
3 |
HF Advisory Group, LLC |
3 |
Maryland State Retirement & Pension System |
3 |
Cohen & Steers Global Income Builder, Inc |
3 |
Bleakley Financial Group, LLC |
3 |
Tredje AP-fonden |
3 |
Price Capital Management, Inc. |
3 |
Pinnacle Wealth Management Advisory Group, LLC |
3 |
Condor Capital Management |
3 |
Aaron Wealth Advisors LLC |
3 |
Galvin, Gaustad & Stein, LLC |
3 |
CAPROCK Group, Inc. |
3 |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
3 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
3 |
South Georgia Capital, Llc |
3 |
Causeway Capital Management Llc |
3 |
Signature Estate & Investment Advisors Llc |
3 |
Kiker Wealth Management, LLC |
3 |
Birinyi Associates Inc |
3 |
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund |
3 |
Ariadne Wealth Management, LP |
3 |
Cambridge Trust Co |
3 |
Callan Capital, LLC |
3 |
Healthcare Of Ontario Pension Plan Trust Fund |
3 |
Ellsworth Advisors, LLC |
3 |
Running Point Capital Advisors, LLC |
3 |
Syverson Strege & Co |
3 |
McGlone Suttner Wealth Management, Inc. |
3 |
Berger Financial Group, Inc |
3 |
Homrich & Berg |
3 |
RiverFront Investment Group, LLC |
3 |
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load |
3 |
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio |
3 |
DCM Advisors, LLC |
3 |
New Hampshire Trust |
3 |
SYSTM Wealth Solutions LLC |
3 |
Axq Capital, Lp |
3 |
Outfitter Advisors, Ltd. |
3 |
HighTower Trust Services, LTA |
3 |
P Schoenfeld Asset Management Lp |
3 |
Bbr Partners, Llc |
3 |
Basso Capital Management, L.p. |
3 |
Leuthold Group, Llc |
3 |
Eisler Capital (US) LLC |
3 |
Doheny Asset Management /ca |
3 |
Addison Advisors LLC |
3 |
Pittenger & Anderson Inc |
3 |
Hobart Private Capital, LLC |
3 |
Cypress Asset Management Inc/tx |
3 |
John Hancock Collateral Trust - John Hancock Collateral Trust |
3 |
PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I |
3 |
High Note Wealth, LLC |
3 |
Putnam Voyager Fund |
3 |
Hanlon Investment Management, Inc. |
3 |
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
3 |
McCarthy Asset Management, Inc. |
3 |
Arista Wealth Management, LLC |
3 |
KIFAX - Forward Funds - Salient Select Income Fund Class A |
3 |
Strategic Wealth Advisors Group, LLC |
3 |
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
3 |
Transamerica Partners Portfolios |
3 |
Scoggin Management Lp |
3 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
3 |
Df Dent & Co Inc |
3 |
Insigneo Advisory Services, Llc |
3 |
Transamerica Partners Funds Group Ii |
3 |
REAP Financial Group, LLC |
3 |
Cercano Management LLC |
3 |
Bellwether Advisors, LLC |
3 |
Baker Avenue Asset Management, LP |
3 |
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund |
3 |
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
3 |
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund |
3 |
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund |
3 |
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
3 |
FIEUX - FIDELITY INVESTMENT TRUST - Fidelity Europe Fund |
3 |
ForthRight Wealth Management, LLC |
3 |
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund |
3 |
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund |
3 |
Transamerica Partners Funds Group |
3 |
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A |
3 |
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund |
3 |
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund |
3 |
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A |
3 |
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A |
3 |
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
3 |
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
3 |
CBIZ Investment Advisory Services, LLC |
3 |
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
3 |
GoalVest Advisory LLC |
3 |
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES |
3 |
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
3 |
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF |
3 |
Atlas Private Wealth Management |
3 |
Key FInancial Inc |
3 |
Islay Capital Management, Llc |
3 |
Centennial Bank/AR/ |
3 |
EISAX - CARILLON SERIES TRUST - Carillon ClariVest International Stock Fund A |
3 |
Toth Financial Advisory Corp |
3 |
PACIFIC SELECT FUND - International Equity Income Portfolio Class P |
3 |
Newton One Investments LLC |
3 |
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A |
3 |
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares |
3 |
NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
3 |
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional |
3 |
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB |
3 |
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
3 |
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class |
3 |
Kestra Investment Management, LLC |
3 |
Himco Variable Insurance Trust |
3 |
Wolff Wiese Magana Llc |
3 |
Blackrock Enhanced International Dividend Trust |
3 |
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
3 |
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
3 |
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
3 |
Roundview Capital LLC |
3 |
Kempner Capital Management Inc. |
3 |
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
3 |
Ssga Master Trust |
3 |
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class |
3 |
FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund |
3 |
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class |
3 |
Accel Wealth Management |
3 |
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A |
3 |
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
3 |
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
3 |
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
3 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
3 |
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A |
3 |
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
3 |
Bessemer Securities Llc |
3 |
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
3 |
Philadelphia Investment Partners New Generation Fund |
3 |
Johnson Midwest Financial, LLC |
3 |
Zurich Insurance Group Ltd/FI |
3 |
Principle Wealth Partners Llc |
3 |
Deerfield Management Company, L.p. (series C) |
3 |
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
3 |
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF |
3 |
VSM Wealth Advisory, LLC |
3 |
Flow Traders U.s. Llc |
3 |
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A |
3 |
Curian Series Trust |
3 |
Artisan Partners Limited Partnership |
3 |
Merriman Wealth Management, LLC |
3 |
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF |
3 |
Valmark Advisers, Inc. |
3 |
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
3 |
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund |
3 |
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
3 |
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares |
3 |
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A |
3 |
Amerivest Investment Management LLC |
3 |
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L |
3 |
Utc North American Fund, Inc. |
3 |
Bulltick Wealth Management, LLC |
3 |
Winmill & Co. Inc |
3 |
West Bancorporation Inc |
3 |
Foster Dykema Cabot & Partners, Llc |
3 |
Canyon Capital Advisors Llc |
3 |
TRANSAMERICA FUNDS - Transamerica Total Return I2 |
3 |
TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A |
3 |
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L |
3 |
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF |
3 |
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
3 |
Hollencrest Capital Management |
3 |
Texas Capital Bancshares Inc/tx |
3 |
Foxby Corp. |
3 |
Dividend & Income Fund |
3 |
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A |
3 |
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A |
3 |
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF |
3 |
Patton Albertson Miller Group, Llc |
3 |
Iron Horse Wealth Management, LLC |
3 |
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y |
3 |
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
3 |
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
3 |
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
3 |
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
3 |
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
3 |
WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES |
3 |
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund |
3 |
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
3 |
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class |
3 |
Garden State Investment Advisory Services LLC |
3 |
BlackRock Capital Allocation Trust |
3 |
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares |
3 |
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares |
3 |
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES |
3 |
Pegasus Partners Ltd. |
3 |
PIMCO FUNDS - PIMCO All Asset: Multi-Short PLUS Fund |
3 |
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A |
3 |
Horizon Investments, LLC |
3 |
Sather Financial Group Inc |
3 |
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A |
3 |
Camden Capital, LLC |
3 |
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A |
3 |
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
3 |
Beverly Hills Private Wealth, LLC |
3 |
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF |
3 |
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF |
3 |
ESL Trust Services, LLC |
3 |
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
3 |
Guggenheim Taxable Municipal Managed Duration Trust |
3 |
Kilter Group LLC |
3 |
Cheswold Lane Funds |
3 |
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class |
3 |
Cheviot Value Management, LLC |
3 |
Planning Capital Management Corp |
3 |
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB |
3 |
BKM Wealth Management, LLC |
3 |
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A |
3 |
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A |
3 |
Daiwa SB Investments Ltd. |
3 |
Mork Capital Management, LLC |
3 |
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
3 |
Jain Global LLC |
3 |
Chiron Capital Management, Llc |
3 |
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S |
3 |
Stokes Family Office, LLC |
3 |
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF |
3 |
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares |
3 |
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
3 |
Moran Wealth Management, LLC |
3 |
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
3 |
Ivory Investment Management, Llc |
3 |
Eaton Vance Floating-rate Income Trust |
3 |
Edmond De Rothschild (suisse) S.a. |
3 |
Variable Insurance Trust |
3 |
Samlyn Capital, Llc |
3 |
Ten Capital Wealth Advisors, LLC |
3 |
Deutsche Value Series, Inc |
3 |
Private Asset Management Inc |
3 |
Hcim Trust |
3 |
STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class |
3 |
Financial Perspectives, Inc |
3 |
BlackRock Credit Strategies Fund |
3 |
Db-x Exchange-traded Funds Inc. |
3 |
Lawson Kroeker Investment Management Inc/ne |
3 |
AIZAX - BERNSTEIN SANFORD C FUND INC - International Portfolio AB International Class A |
3 |
ABXAX - BERNSTEIN SANFORD C FUND INC - Tax-Managed International Portfolio AB Tax-Managed International Class A |
3 |
Isi Strategy Fund Inc |
3 |
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF |
3 |
Aspen Grove Capital, LLC |
3 |
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A |
3 |
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares |
3 |
Applied Capital LLC/FL |
3 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional |
3 |
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
3 |
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
3 |
Douglas C. Lane & Associates, Inc. |
3 |
OHIO NATIONAL FUND INC - ON International Equity Portfolio |
3 |
Carolina Wealth Advisors, LLC |
3 |
New England Asset Management Inc |
3 |
LM Advisors LLC |
3 |
OHIO NATIONAL FUND INC - ON Foreign Portfolio |
3 |
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
3 |
Perkins Coie Trust Co |
3 |
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF |
3 |
IMG Wealth Management, Inc. |
3 |
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares |
3 |
Capital Square, LLC |
3 |
Western Asset Global High Income Fund Inc. |
3 |
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
3 |
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF |
3 |
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF |
3 |
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
3 |
University Of Texas/texas Am Investment Managment Co |
3 |
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF |
3 |
Coastline Trust Co |
3 |
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
3 |
Nuveen Equity Premium Opportunity Fund |
3 |
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
3 |
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
3 |
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
3 |
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A |
3 |
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
3 |
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A |
3 |
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
3 |
Park Place Capital Corp |
3 |
Kestra Private Wealth Services, Llc |
3 |
IBCD - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ex-Financials ETF |
3 |
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C |
3 |
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF |
3 |
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I |
3 |
Rexford Capital Inc |
3 |
Profunds - Profund Vp Ultrasmall-cap |
3 |
Ninety One SA (PTY) Ltd |
3 |
Boston Income Portfolio - Boston Income Portfolio |
3 |
Planned Solutions, Inc. |
3 |
IMA Wealth, Inc. |
3 |
VCIEX - VALIC Co I - International Equities Index Fund |
3 |
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF |
3 |
First Western Trust Bank |
3 |
Stone Ridge Trust Iii |
3 |
Profunds - Profund Vp Small-cap |
3 |
Ti-trust, Inc |
3 |
Stockman Wealth Management, Inc. |
3 |
LGT Financial Advisors LLC |
3 |
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
3 |
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund |
3 |
Sanctuary Advisors, LLC |
3 |
Havens Advisors Llc |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
3 |
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
3 |
Iowa State Bank |
3 |
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio |
3 |
John Hancock Income Securities Trust |
3 |
Capital City Trust Co/fl |
3 |
Wood Tarver Financial Group, LLC |
3 |
Allianz Se |
3 |
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
3 |
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares |
3 |
Readystate Asset Management Lp |
3 |
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
3 |
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
3 |
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
3 |
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
3 |
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
3 |
one8zero8, LLC |
3 |
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF |
3 |
High Income Opportunities Portfolio - High Income Opportunities Portfolio |
3 |
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares |
3 |
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
3 |
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
3 |
St. Johns Investment Management Company, LLC |
3 |
True Wealth Design, LLC |
3 |
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares |
3 |
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares |
3 |
Kemper Corp Master Retirement Trust |
3 |
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF |
3 |
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
3 |
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF |
3 |
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class |
3 |
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares |
3 |
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF |
3 |
EQ ADVISORS TRUST - EQ/MFS International Growth Portfolio Class IA |
3 |
Eaton Vance Tax-managed Global Diversified Equity Income Fund |
3 |
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio |
3 |
SRB Corp |
3 |
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
3 |
Personal Cfo Solutions, Llc |
3 |
683 Capital Management, LLC |
3 |
Two Roads Shared Trust - Anfield Universal Fixed Income ETF |
3 |
Eaton Vance Senior Floating Rate Trust |
3 |
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF |
3 |
IMS Capital Management |
3 |
TCW ETF Trust - TCW Flexible Income ETF |
3 |
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
3 |
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio |
3 |
Kings Point Capital Management |
3 |
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
3 |
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A |
3 |
Oppenheimer Dividend Opportunity Fund |
3 |
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A |
3 |
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
3 |
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
3 |
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
3 |
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
3 |
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A |
3 |
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
3 |
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF |
3 |
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 |
3 |
CTPFX - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND Class F-2 |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 |
3 |
Sageworth Trust Co |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
3 |
Cheyne Capital Management (UK) LLP |
3 |
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund |
3 |
MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF |
3 |
Copia Wealth Management |
3 |
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
3 |
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF |
3 |
DIV - Global X Funds - Global X SuperDividend U.S. ETF |
3 |
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund |
3 |
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A |
3 |
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II |
3 |
FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund |
3 |
NLGIX - COLUMBIA FUNDS SERIES TRUST - Columbia Global Strategic Equity Fund Class A |
3 |
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A |
3 |
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A |
3 |
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A |
3 |
Asset Advisors Corp |
3 |
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
3 |
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
3 |
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
3 |
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A |
3 |
Oppenheimer Equity Income Fund |
3 |
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
3 |
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
3 |
Callan Family Office, LLC |
3 |
VCSLX - VALIC Co I - Small Cap Index Fund |
3 |
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF |
3 |
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
3 |
EFA - iSHARES TRUST - iShares MSCI EAFE ETF |
3 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
3 |
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS |
3 |
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
3 |
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
3 |
Donald L. Hagan, LLC |
3 |
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A |
3 |
UMA Financial Services, Inc. |
3 |
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF |
3 |
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares |
3 |
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
3 |
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
3 |
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
3 |
Beck Bode, LLC |
3 |
Quantedge Capital Pte Ltd |
3 |
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
3 |
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
3 |
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 |
3 |
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF |
3 |
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C |
3 |
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF |
3 |
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares |
3 |
Fidelity Central Investment Portfolios LLC - Fidelity Consumer Staples Central Fund |
3 |
Franklin Templeton International Trust |
3 |
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A |
3 |
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
3 |
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
3 |
Cooperatieve Rabobank U.A. |
3 |
StellarOne CORP |
3 |
Murphy Capital Management Inc |
3 |
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A |
3 |
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
3 |
Portfolio Solutions, LLC |
3 |
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A |
3 |
CGC Financial Services, LLC |
3 |
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF |
3 |
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
3 |
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
3 |
IECS - iShares U.S. ETF Trust - iShares Evolved U.S. Consumer Staples ETF |
3 |
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A |
3 |
ORG Wealth Partners, LLC |
3 |
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
3 |
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
3 |
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
3 |
Clough Global Equity Fund |
3 |
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
3 |
Clough Global Opportunities Fund |
3 |
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class |
3 |
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A |
3 |
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
3 |
Trust Co Of Virginia /va |
3 |
DAINX - Dunham Funds - Dunham International Stock Fund Class A |
3 |
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF |
3 |
Alpine Total Dynamic Dividend Fund |
3 |
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A |
3 |
RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class |
3 |
Legg Mason Bw Global Income Opportunities Fund Inc. |
3 |
Horizons Etf Trust I |
3 |
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund |
3 |
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
3 |
Wells Fargo Multi-sector Income Fund |
3 |
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
3 |
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class |
3 |
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class |
3 |
Gleason Group, Inc. |
3 |
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y |
3 |
Wilkinson Ogrady & Co Inc /ny |
3 |
Alpine Series Trust |
3 |
Eastern Bank |
3 |
Bmc Fund Inc |
3 |
Miller/howard High Income Equity Fund |
3 |
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund |
3 |
Rockbridge Investment Management, LCC |
3 |
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class |
3 |
Intrua Financial, LLC |
3 |
Atlas Private Wealth Advisors |
3 |
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
3 |
FID - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P International Dividend Aristocrats ETF |
3 |
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A |
3 |
Intelligence Driven Advisers, LLC |
3 |
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A |
3 |
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF |
3 |
Martin Currie Ltd |
3 |
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I |
3 |
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF |
3 |
Old Point Trust & Financial Services N A |
3 |
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF |
3 |
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor |
3 |
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A |
3 |
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A |
3 |
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
3 |
Pioneer Trust Bank N A/or |
3 |
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A |
3 |
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class |
3 |
Orrstown Financial Services Inc |
3 |
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1 |
3 |
Calamos Convertible Opportunities & Income Fund |
3 |
MFS VARIABLE INSURANCE TRUST II - MFS International Growth Portfolio Initial Class |
3 |
Calamos Convertible & High Income Fund |
3 |
Calamos Dynamic Convertible & Income Fund |
3 |
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class |
3 |
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 |
3 |
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F |
3 |
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
3 |
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
3 |
Integrated Advisors Network LLC |
3 |
Phil A. Younker & Associates, Ltd. |
3 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
3 |
Scientech Research LLC |
3 |
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 |
3 |
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 |
3 |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
3 |
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 |
3 |
NTHEX - Northeast Investors Trust - Northeast Investors Trust |
3 |
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 |
3 |
Financial Advisory Service, Inc. |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
3 |
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
3 |
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF |
3 |
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A |
3 |
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF |
3 |
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares |
3 |
PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional |
3 |
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
3 |
RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity |
3 |
Steel Peak Wealth Management LLC |
3 |
PLVTX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS International Fund Institutional Class |
3 |
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A |
3 |
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional |
3 |
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
3 |
WPG Advisers, LLC |
3 |
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional |
3 |
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
3 |
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity |
3 |
Illinois Municipal Retirement Fund |
3 |
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
3 |
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
3 |
American Research & Management Co. |
3 |
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional |
3 |
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class |
3 |
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF |
3 |
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P |
3 |
Elevated Capital Advisors, LLC |
3 |
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional |
3 |
Private Wealth Partners, LLC |
3 |
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
3 |
Ridgeworth Funds |
3 |
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio |
3 |
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P |
3 |
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF |
3 |
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
3 |
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
3 |
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I |
3 |
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares |
3 |
ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
3 |
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
3 |
SLPIX - Profunds - Small-cap Profund Investor Class |
3 |
Butensky & Cohen Financial Security, Inc |
3 |
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class |
3 |
Appleton Partners Inc/ma |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class |
3 |
SAESX - SUNAMERICA EQUITY FUNDS - AIG Japan Fund Class A |
3 |
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund |
3 |
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS International Growth Fund Standard Class |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
3 |
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
3 |
Franklin Ltd Duration Income Trust |
3 |
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF |
3 |
Principia Wealth Advisory, LLC |
3 |
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
3 |
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF |
3 |
Prostatis Group LLC |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
3 |
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares |
3 |
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares |
3 |
MFSB - MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF |
3 |
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
3 |
Hosking Partners LLP |
3 |
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF |
3 |
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A |
3 |
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF |
3 |
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES |
3 |
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
3 |
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
3 |
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF |
3 |
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
3 |
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A |
3 |
Concorde Asset Management, LLC |
3 |
Evanson Asset Management, LLC |
3 |
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares |
3 |
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
3 |
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
3 |
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
3 |
Cumberland Partners Ltd |
3 |
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
3 |
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares |
3 |
Catalytic Wealth RIA, LLC |
3 |
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF |
3 |
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund |
3 |
CAP Partners, LLC |
3 |
North Capital, Inc. |
3 |
DecisionPoint Financial, LLC |
3 |
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
3 |
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
3 |
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF |
3 |
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
3 |
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
3 |
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
3 |
Hexavest Inc. |
3 |
ICW Investment Advisors LLC |
3 |
IWM - iSHARES TRUST - iShares Russell 2000 ETF |
3 |
Bingham Private Wealth, Llc |
3 |
Ikos Cif Ltd |
3 |
SECOR Capital Advisors, LP |
3 |
Adams Asset Advisors, LLC |
3 |
TOKE - Cambria ETF Trust - Cambria Cannabis ETF |
3 |
Zions Bancorporation, National Association /ut/ |
3 |
BRAMX - Blackrock Allocation Target Shares - Bats Series M |
3 |
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
3 |
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
3 |
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF |
3 |
Ogorek Anthony Joseph /ny/ /adv |
3 |
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
3 |
Fifth Third Wealth Advisors LLC |
3 |
Grey Street Capital, LLC |
3 |
West Paces Advisors Inc. |
3 |
Savoir Faire Capital Management, L.P. |
3 |
Canandaigua National Bank & Trust Co |
3 |
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund |
3 |
Silicon Hills Wealth Management, LLC |
3 |
Harbor Investment Advisory, Llc |
3 |
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF |
3 |
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A |
3 |
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund |
3 |
Underlying Funds Trust |
3 |
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A |
3 |
Mitsubishi UFJ Securities Holdings Co., Ltd. |
3 |
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
3 |
Legacy Capital Group California, Inc. |
3 |
Rench Wealth Management, Inc. |
3 |
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
3 |
Blackrock Cori Funds |
3 |
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
3 |
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
3 |
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
3 |
Claraphi Advisory Network, LLC |
3 |
Financial Partners Capital Management Llc |
3 |
Manning & Napier Group, LLC |
3 |
Raymond James Financial Inc |
3 |
Samalin Investment Counsel, LLC |
3 |
Ieq Capital, Llc |
3 |
WealthTrust-Arizona, LLC |
3 |
Cliftonlarsonallen Wealth Advisors, Llc |
3 |
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
3 |
CenterStar Asset Management, LLC |
3 |
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A |
3 |
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
3 |
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
3 |
Core Alternative Capital |
3 |
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K |
3 |
M&r Capital Management Inc |
3 |
Northwest Capital Management Inc |
3 |
Carmichael Hill & Associates, Inc. |
3 |
Sanctuary Wealth Management, L.L.C. |
3 |
Klingenstein Fields & Co Lp |
3 |
IDMAX - Manager Directed Portfolios - iM Dolan McEniry Corporate Bond Fund Advisor Shares |
3 |
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I |
3 |
Buckley Wealth Management, LLC |
3 |
Covington Capital Management |
3 |
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF |
3 |
Cfm Wealth Partners Llc |
3 |
Cape Investment Advisory, Inc. |
3 |
Briaud Financial Planning, Inc |
3 |
Verdence Capital Advisors LLC |
3 |
Vision Financial Markets Llc |
3 |
Signition Lp |
3 |
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
3 |
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund |
3 |
WFA Asset Management Corp |
3 |
PFG Private Wealth Management, LLC |
3 |
Dixon Hubard Feinour & Brown Inc/va |
3 |
Legacy Financial Advisors, Inc. |
3 |
Holistic Financial Partners |
3 |
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund |
3 |
Savior LLC |
3 |
Gryphon Financial Partners LLC |
3 |
Fort Pitt Capital Group, Llc |
3 |
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class |
3 |
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 |
3 |
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I |
3 |
Trustcore Financial Services, Llc |
3 |
Crewe Advisors LLC |
3 |
Taylor Hoffman Wealth Management |
3 |
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I |
3 |
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares |
3 |
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 |
3 |
Capital Group KKR Multi-Sector (plus) |
3 |
DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A |
3 |
Purkiss Capital Advisors LLC |
3 |
AQINX - AQR Funds - AQR International Equity Fund Class N |
3 |
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
3 |
Arlington Trust Co LLC |
3 |
Highline Wealth Partners Llc |
3 |
Charter Trust Co |
3 |
QICLX - AQR Funds - AQR International Multi-Style Fund Class I |
3 |
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N |
3 |
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P |
3 |
Bray Capital Advisors |
3 |
BancorpSouth Bank |
3 |
X-Square Capital, LLC |
3 |
IFPUX - Advisers Investment Trust - Independent Franchise Partners US Equity Fund |
3 |
Ranger International Management, LP |
3 |
Midwest Professional Planners, LTD. |
3 |
Poehling Capital Management, LLC |
3 |
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF |
3 |
CGIC - Capital Group International Core Equity ETF - Capital Group International Core Equity ETF Share Class |
3 |
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
3 |
Parisi Gray Wealth Management |
3 |
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A |
3 |
Financial Gravity Companies, Inc. |
3 |
Icon Wealth Partners, LLC |
3 |
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF |
3 |
Investors Research Corp |
3 |
Aevitas Wealth Management, Inc. |
3 |
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
3 |
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF |
3 |
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
3 |
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A |
3 |
Delpha Capital Management, Llc |
3 |
MLIMX - BNY MELLON FUNDS TRUST - BNY Mellon International Equity Income Fund Class M |
3 |
180 Wealth Advisors, Llc |
3 |
Cranbrook Wealth Management, LLC |
3 |
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A |
3 |
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
3 |
Gateway Advisory, LLC |
3 |
MYDA Advisors LLC |
3 |
Merit Financial Group, LLC |
3 |
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF |
3 |
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
3 |
Blackhawk Capital Partners LLC. |
3 |
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
3 |
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF |
3 |
Binnacle Investments Inc |
3 |
Kiley Juergens Wealth Management, Llc |
3 |
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y |
3 |
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
3 |
PFG Investments, LLC |
3 |
Family Firm, Inc. |
3 |
6 Meridian |
3 |
Mark Sheptoff Financial Planning, Llc |
3 |
BluePath Capital Management, LLC |
3 |
PDS Planning, Inc |
3 |
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A |
3 |
Disciplined Investments, LLC |
3 |
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF |
3 |
Oxbow Advisors, LLC |
3 |
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A |
3 |
Holocene Advisors, LP |
3 |
Shamrock Asset Management LLC |
3 |
Athanor Capital, Lp |
3 |
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
3 |
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
3 |
Premia Global Advisors, Llc |
3 |
tru Independence LLC |
3 |
BRLAX - MFS SERIES TRUST IV - MFS Blended Research Global Equity Fund A |
3 |
First Command Advisory Services, Inc. |
3 |
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
3 |
Tidemark, LLC |
3 |
Quest Partners LLC |
3 |
United Community Bank |
3 |
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
3 |
General Motors Investment Management Corp |
3 |
Walled Lake Planning & Wealth Management, Llc |
3 |
Lake Street Advisors Group, Llc |
3 |
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
3 |
Measured Wealth Private Client Group, LLC |
3 |
MGRAX - MFS SERIES TRUST X - MFS International Growth Fund A |
3 |
J.w. Cole Advisors, Inc. |
3 |
Connable Office Inc |
3 |
Whipplewood Advisors, LLC |
3 |
Consolidated Portfolio Review Corp |
3 |
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A |
3 |
Banco de Sabadell, S.A |
3 |
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF |
3 |
Woodard & Co Asset Management Group Inc /adv |
3 |
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class |
3 |
McMahon Financial Advisors, LLC |
3 |
Rosenberg Matthew Hamilton |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio |
3 |
Davis Capital Management |
3 |
Avestar Capital, LLC |
3 |
GABELLI & Co INVESTMENT ADVISERS, INC. |
3 |
Diametric Capital, LP |
3 |
Nebula Research & Development LLC |
3 |
One Wealth Advisors, LLC |
3 |
Virtue Capital Management, LLC |
3 |
Souders Financial Advisors |
3 |
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
3 |
Lee Danner & Bass Inc |
3 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
3 |
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A |
3 |
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares |
3 |
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 |
3 |
Symphony Financial, Ltd. Co. |
3 |
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I |
3 |
Bar Harbor Trust Services |
3 |
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
3 |
Oaktree Capital Management Lp |
3 |
Strategy Asset Managers Llc |
3 |
Capital Planning Advisors, LLC |
3 |
Pin Oak Investment Advisors Inc |
3 |
Stony Point Wealth Management Inc. |
3 |
Veracity Capital LLC |
3 |
CNB Bank |
3 |
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF |
3 |
Viking Fund Management Llc |
3 |
AlphaCore Capital LLC |
3 |
PENN SERIES FUNDS INC - Small Cap Index Fund |
3 |
Eudaimonia Partners, LLC |
3 |
Paulson Wealth Management Inc. |
3 |
Baldwin Brothers Inc/ma |
3 |
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
3 |
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
3 |
Private Bank & Trust Co |
3 |
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A |
3 |
Pacific Sun Financial Corp |
3 |
Marino, Stram & Associates Llc |
3 |
OmniStar Financial Group, Inc. |
3 |
Girard Securities, Inc. |
3 |
Centerpoint Advisors, LLC |
3 |
Creative Financial Designs Inc /adv |
3 |
Winthrop Partners - Wny, Llc |
3 |
Rossmore Private Capital |
3 |
BankPlus Trust Department |
3 |
Aurora Financial Advisors, Llc |
3 |
McIlrath & Eck, LLC |
3 |
Burleson & Company, LLC |
3 |
Kiely Wealth Advisory Group, Inc. |
3 |
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF |
3 |
Frank, Rimerman Advisors LLC |
3 |
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A |
3 |
K.J. Harrison & Partners Inc |
3 |
MUFG Securities EMEA plc |
3 |
Parametrica Management Ltd |
3 |
Strategic Wealth Partners, Ltd. |
3 |
Atlas Capital Advisors Llc |
3 |
Lbmc Investment Advisors, Llc |
3 |
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
3 |
SWAN Capital LLC |
3 |
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
3 |
Whitener Capital Management, Inc. |
3 |
Simply Money Advisors |
3 |
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service |
3 |
Yong Rong (HK) Asset Management Ltd |
3 |
Camelot Portfolios, LLC |
3 |
Winthrop Advisory Group LLC |
3 |
West Branch Capital LLC |
3 |
Pine Valley Investments Ltd Liability Co |
3 |
Castleview Partners, Llc |
3 |
GATEX - Gateway Trust - Gateway Fund Class A Shares |
3 |
Anthracite Investment Company, Inc. |
3 |
Claybrook Capital, LLC |
3 |
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio |
3 |
Silvant Capital Management LLC |
3 |
Private Wealth Management Group, LLC |
3 |
Ziegler Capital Management, LLC |
3 |
Elmwood Wealth Management, Inc. |
3 |
Graypoint LLC |
3 |
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service |
3 |
BTC Capital Management, Inc. |
3 |
Change Path, LLC |
3 |
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
3 |
KC Investment Advisors, LLC |
3 |
Garde Capital, Inc. |
3 |
Krane Funds Advisors LLC |
3 |
Integrated Wealth Concepts LLC |
3 |
Bryn Mawr Capital Management Inc |
3 |
Wealthquest Corp |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB |
3 |
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A |
3 |
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class |
3 |
Consolidated Planning Corp |
3 |
Quad-Cities Investment Group, LLC |
3 |
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A |
3 |
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A |
3 |
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A |
3 |
Investors Asset Management Of Georgia Inc /ga/ /adv |
3 |
Sofos Investments, Inc. |
3 |
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund |
3 |
Weiss Strategic Interval Fund |
3 |
Altium Wealth Management LLC |
3 |
Citizens National Bank Trust Department |
3 |
GlobalBridge, Inc. |
3 |
Segall Bryant & Hamill, Llc |
3 |
Guyasuta Investment Advisors Inc |
3 |
Greenline Partners, LLC |
3 |
Mairs & Power Inc |
3 |
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
3 |
Wealth Advisors of Iowa, LLC |
3 |
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF |
3 |
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
3 |
Titleist Asset Management, Llc |
3 |
Jnl Series Trust - Jnl/invesco International Growth Fund (a) |
3 |
IMIOX - Voya INVESTORS TRUST - VY(R) T. Rowe Price International Stock Portfolio Class ADV |
3 |
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
3 |
Denver Investment Advisors Llc |
3 |
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class |
3 |
California State Teachers Retirement System |
3 |
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
3 |
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust |
3 |
Chemung Canal Trust Co |
3 |
Redpoint Investment Management Pty Ltd |
3 |
C WorldWide Group Holding A/S |
3 |
Scout Investments, Inc. |
3 |
KAMES CAPITAL management Ltd |
3 |
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
3 |
FFSYX - AB CAP FUND, INC. - AB FlexFee International Strategic Core Portfolio Advisor Class |
3 |
Burgundy Asset Management Ltd. |
3 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
3 |
Providence Wealth Advisors, LLC |
3 |
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged |
3 |
TOWER TRUST Co |
3 |
Eubel Brady & Suttman Asset Management Inc |
3 |
Foundations Investment Advisors, LLC |
3 |
Wealthstar Advisors, Llc |
3 |
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
3 |
Cozad Asset Management Inc |
3 |
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative |
3 |
JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A) |
3 |
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative |
3 |
Bank of Jackson Hole Trust |
3 |
Affinity Capital Advisors, LLC |
3 |
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF |
3 |
Steigerwald, Gordon & Koch Inc. |
3 |
Andesa Financial Management Inc. |
3 |
RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
3 |
Nbc Securities, Inc. |
3 |
Atwood & Palmer Inc |
3 |
E&G Advisors, LP |
3 |
Calamos Long/Short Equity & Dynamic Income Trust |
3 |
Beck Mack & Oliver Llc |
3 |
W.G. Shaheen & Associates DBA Whitney & Co |
3 |
Spotlight Asset Group, Inc. |
3 |
Alambic Investment Management, L.P. |
3 |
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class |
3 |
Kays Financial Advisory Corp /adv |
3 |
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N |
3 |
SPX Equities Gestao de Recursos Ltda |
3 |
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A |
3 |
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
3 |
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
3 |
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
3 |
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF |
3 |
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
3 |
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF |
3 |
ISARX - AB CAP FUND, INC. - AB International Strategic Core Portfolio Class A |
3 |
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF |
3 |
Resources Management Corp /ct/ /adv |
3 |
HighMark Wealth Management LLC |
3 |
Redhawk Wealth Advisors, Inc. |
3 |
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund |
3 |
TUSFX - TRANSAMERICA FUNDS - Transamerica UltraShort Bond I |
3 |
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
3 |
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF |
3 |
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares |
3 |
Northpointe Capital Llc |
3 |
GOIGX - John Hancock Funds III - John Hancock International Growth Fund Class A |
3 |
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class |
3 |
Buckingham Strategic Wealth, Llc |
3 |
PPM Funds - PPM Floating Rate Income Fund (Inst) |
3 |
Rogco, Lp |
3 |
Reitz Capital Advisors LLC |
3 |
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) |
3 |
Impact Partnership Wealth, LLC |
3 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
3 |
Cooper Financial Group |
3 |
Northwest Financial Advisors |
3 |
Nachman Norwood & Parrott, Inc |
3 |
First County Bank /CT/ |
3 |
Weather Gauge Advisory, LLC |
3 |
Mainstream Capital Management LLC |
3 |
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 |
3 |
Lavaca Capital Llc |
3 |
MACRO Consulting Group |
3 |
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF |
3 |
Ellevest, Inc. |
3 |
Inlet Private Wealth, LLC |
3 |
Graves-Light Private Wealth Management, Inc. |
3 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
3 |
Silphium Asset Management Ltd |
3 |
Total Clarity Wealth Management, Inc. |
3 |
Ellis Investment Partners, LLC |
3 |
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund |
3 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 |
3 |
Evolution Wealth Advisors, LLC |
3 |
Northwest Investment Counselors, Llc |
3 |
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
3 |
Sentry Investments Corp. |
3 |
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 |
3 |
Allred Capital Management, LLC |
3 |
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
3 |
MADDEN SECURITIES Corp |
3 |
Essex Savings Bank |
3 |
Syon Capital Llc |
3 |
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
3 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
3 |
Tsfg, Llc |
3 |
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
3 |
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
3 |
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
3 |
Commonwealth Financial Services, LLC |
3 |
Wiley Bros.-aintree Capital, Llc |
3 |
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class |
3 |
Financial Advisory Group |
3 |
Shulman DeMeo Asset Management LLC |
3 |
Whitebox Advisors Llc |
3 |
Nemes Rush Group LLC |
3 |
Carnick & Kubik, LLC |
3 |
Personal Wealth Partners |
3 |
Concord Asset Management, LLC/VA |
3 |
Decker Retirement Planning Inc. |
3 |
Lourd Capital, LLC |
3 |
Iron Financial, LLC |
3 |
DiNuzzo Private Wealth, Inc. |
3 |
Old North State Trust, LLC |
3 |
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard |
3 |
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF |
3 |
Seven Mile Advisory |
3 |
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
3 |
Coastal Capital Group, Inc. |
3 |
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF |
3 |
Strategic Investment Advisors / MI |
3 |
Retirement Wealth Solutions LLC |
3 |
Costello Asset Management, INC |
3 |
Sugarloaf Wealth Management, LLC |
3 |
Garrison Point Advisors, Llc |
3 |
FLC Capital Advisors |
3 |
Annis Gardner Whiting Capital Advisors, LLC |
3 |
Cim Investment Mangement Inc |
3 |
Procyon Private Wealth Partners, LLC |
3 |
Cedar Brook Financial Partners, LLC |
3 |
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
3 |
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio |
3 |
Alphacrest Capital Management Llc |
3 |
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y |
3 |
Miller Howard Investments Inc /ny |
3 |
Riverview Trust Co |
3 |
Edmp, Inc. |
3 |
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
3 |
Badgley Phelps & Bell Inc |
3 |
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
3 |
HHG & Company, LLC |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y |
3 |
Next Capital Management LLC |
3 |
Sound View Wealth Advisors, Llc |
3 |
Kentucky Trust Co |
3 |
Robertson Stephens Wealth Management, LLC |
3 |
Kingswood Wealth Advisors, Llc |
3 |
TIG Advisors, LLC |
3 |
Jnl Series Trust - Jnl/rafi Fundamental Europe Fund (a) |
3 |
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
3 |
Insight Folios Inc |
3 |
Duality Advisers, Lp |
3 |
E. Ohman J:or Asset Management AB |
3 |
Westfield Capital Management Co Lp |
3 |
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M |
3 |
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) |
3 |
Private Portfolio Partners Llc |
3 |
Prevail Innovative Wealth Advisors, Llc |
3 |
First National Bank of South Miami |
3 |
MBM Wealth Consultants, LLC |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
3 |
Zions Bancorporation, N.A. |
3 |
Unique Wealth Strategies, LLC |
3 |
Twin Securities, Inc. |
3 |
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class |
3 |
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class |
3 |
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
3 |
Westend Capital Management LLC |
3 |
Thoroughbred Financial Services, Llc |
3 |
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A |
3 |
Transcend Wealth Collective, Llc |
3 |
Magnus Financial Group LLC |
3 |
Atherton Lane Advisers, Llc |
3 |
Capital International Ltd /ca/ |
3 |
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) |
3 |
South Plains Financial, Inc. |
3 |
ERTS Wealth Advisors, LLC |
3 |
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
3 |
Semmax Financial Advisors Inc. |
3 |
Abundance Wealth Counselors |
3 |
Twinbeech Capital Lp |
3 |
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
3 |
Empyrean Capital Partners, LP |
3 |
Neo Ivy Capital Management |
3 |
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
3 |
Bay Harbor Wealth Management, LLC |
3 |
Legg Mason Asset Management (Japan) Co., Ltd. |
3 |
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF |
3 |
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio |
3 |
Cinctive Capital Management LP |
3 |
Susquehanna International Group Ltd. |
3 |
Nova Wealth Management, Inc. |
3 |
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
3 |
Country Club Trust Company, n.a. |
3 |
Campbell Wealth Management |
3 |
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF |
3 |
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A |
3 |
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio |
3 |
O'Shares Investment Advisers, LLC |
3 |
Quantinno Capital Management LP |
3 |
Migdal Insurance & Financial Holdings Ltd. |
3 |
Cascade Investment Advisors, Inc. |
3 |
Delphi Private Advisors LLC |
3 |
Telos Capital Management, Inc. |
3 |
Nicholas Hoffman & Company, LLC. |
3 |
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A |
3 |
Segantii Capital Management Ltd |
3 |
Wintrust Investments Llc |
3 |
Harwood Advisory Group, LLC |
3 |
Yellowstone Partners, LLC |
3 |
Hendershot Investments Inc. |
3 |
Coronation Fund Managers Ltd. |
3 |
Harbour Capital Advisors, LLC |
3 |
Independence Advisors, LLC |
3 |
Coatue Management Llc |
3 |
Bridgewater Advisors Inc. |
3 |
Atlantic Private Wealth, LLC |
3 |
Reuter James Wealth Management, Llc |
3 |
Optas, LLC |
3 |
DEUTSCHE DWS VARIABLE SERIES I - DWS CROCI International VIP Class A |
3 |
Ballast Advisors Llc |
3 |
JB Capital LLC |
3 |
Schubert & Co |
3 |
Forty4 Asset Management LLC |
3 |
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
3 |
PICTET BANK & TRUST Ltd |
3 |
Strategic Capital Group LLC |
3 |
Stux Capital Management, LLC |
3 |
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) |
3 |
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A |
3 |
Wayfinding Financial, LLC |
3 |
Well Done, LLC |
3 |
DGS Capital Management, LLC |
3 |
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A |
3 |
Independent Franchise Partners LLP |
3 |
Widmann Financial Services, Inc. |
3 |
Capital Performance Advisors Llp |
3 |
O'Brien Wealth Partners LLC |
3 |
Actinver Wealth Management, Inc. |
3 |
Private Wealth Asset Management, LLC |
3 |
Legg Mason Investment Counsel, LLC |
3 |
Hutner Capital Management Inc |
3 |
Orca Wealth Management, LLC |
3 |
Xact Kapitalforvaltning AB |
3 |
PointState Capital LP |
3 |
Meridian Wealth Advisors, LLC |
3 |
Pacific Capital Wealth Advisors, Inc |
3 |
Absolute Capital Management, LLC |
3 |
RGT Wealth Advisors, LLC |
3 |
Capital Group Private Client Services, Inc. |
3 |
KAMES CAPITAL management Ltd |
3 |
London & Capital Asset Management Ltd |
3 |
Raiffeisen Bank International AG |
3 |
Red Door Wealth Management, LLC |
3 |
Outlook Wealth Advisors, LLC |
3 |
Peak6 Llc |
3 |
Cedar Wealth Management, LLC |
3 |
Halbert Hargrove Global Advisors, Llc |
3 |
Simon Quick Advisors, Llc |
3 |
Concurrent Investment Advisors, LLC |
3 |
Ci Investments Inc. |
3 |
Aurora Investment Counsel |
3 |
BlueCrest Capital Management LLP |
3 |
Nalls Sherbakoff Group, Llc |
3 |
FourThought Financial, LLC |
3 |
Caz Investments Lp |
3 |
AGF Investments LLC |
3 |
Chiron Investment Management, LLC |
3 |
Meyer Handelman Co |
3 |
Strategic Blueprint, LLC |
3 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
3 |
U.S. Capital Wealth Advisors, LLC |
3 |
Hnp Capital Llc |
3 |
Rainier Group Investment Advisory LLC |
3 |
Farmers & Merchants Trust Co of Chambersburg PA |
3 |
Fort Pitt Capital Group Inc |
3 |
Highline Capital Management, L.p. |
3 |
American Capital Advisory, LLC |
3 |
Sarofim Fayez |
3 |
WealthCollab, LLC |
3 |
Chapman Financial Group, Llc |
3 |
Stone House Investment Management, LLC |
3 |
Caldwell Securities, Inc |
3 |
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF |
3 |
JT Stratford LLC |
3 |
McElhenny Sheffield Capital Management, LLC |
3 |
Iberiabank Corp |
3 |
Patten & Patten Inc/tn |
3 |
Peterson Financial Group, Inc. |
3 |
Pensionmark Financial Group, Llc |
3 |
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
3 |
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
3 |
Fidelity National Financial, Inc. |
3 |
Dixon Hughes Goodman Wealth Advisors LLC |
3 |
WP Advisors, LLC |
3 |
Wealthspire Advisors, LLC |
3 |
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 |
3 |
New World Advisors LLC |
3 |
Naviter Wealth, LLC |
3 |
McAdam, LLC |
3 |
Sterneck Capital Management, LLC |
3 |
Arrow Investment Advisors, LLC |
3 |
Capital Financial Planning, LLC |
3 |
Premier Fund Managers Ltd |
3 |
First Capital Advisors Group, LLC. |
3 |
Teza Capital Management LLC |
3 |
Blue Capital, Inc. |
3 |
Center for Financial Planning, Inc. |
3 |
JJJ Advisors Inc. |
3 |
Mason Street Advisors, Llc |
3 |
Passport Capital, LLC |
3 |
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
3 |
Indices-Pac Research Corp. |
3 |
ICICI Prudential Asset Management Co Ltd |
3 |
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF |
3 |
VisionPoint Advisory Group, LLC |
3 |
Cornerstone Financial Partners, LLC |
3 |
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF |
3 |
Meridian Wealth Management, LLC |
3 |
Good Life Advisors, LLC |
3 |
Congress Wealth Management LLC / DE / |
3 |
Capital Growth Management Lp |
3 |
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
3 |
Harbor Capital Advisors, Inc. |
3 |
Pinnacle Private Wealth, LLC |
3 |
Empowered Funds, LLC |
3 |
DLD Asset Management, LP |
3 |
Orion Portfolio Solutions, LLC |
3 |
ICONIQ Capital, LLC |
3 |
Adviser Investments LLC |
3 |
NTB Financial Corp |
3 |
Total Investment Management Inc |
3 |
Cary Street Partners Financial Llc |
3 |
Buckingham Strategic Partners |
3 |
Masso Torrence Wealth Management Inc. |
3 |
Fayez Sarofim & Co |
3 |
Prosperity Consulting Group, LLC |
3 |
JNL SERIES TRUST - JNL International Index Fund (I) |
3 |
Handelsbanken Fonder AB |
3 |
Morton Brown Family Wealth, LLC |
3 |
Stonegate Investment Group, LLC |
3 |
Lee Financial Co |
3 |
Wetzel Investment Advisors, Inc. |
3 |
MIG Capital, LLC |
3 |
Hutner Daniel Ellsworth |
3 |
Moody Lynn & Lieberson, Llc |
3 |
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
3 |
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares |
3 |
Brandywine Oak Private Wealth Llc |
3 |
FirstMerit Bank N A Trustee |
3 |
Washington Trust Advisors, Inc. |
3 |
Point72 Europe (London) LLP |
3 |
Moloney Securities Asset Management, LLC |
3 |
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF |
3 |
MONECO Advisors, LLC |
3 |
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF |
3 |
Dai-Ichi Life Insurance Company, Ltd |
3 |
Algert Global Llc |
3 |
Physicians Financial Services, Inc. |
3 |
CenterBook Partners LP |
3 |
Schnieders Capital Management Llc |
3 |
GQG Partners LLC |
3 |
Schonfeld Group Holdings LLC |
3 |
Smith Asset Management Group Lp |
3 |
Dark Forest Capital Management Lp |
3 |
Fortress Private Ledger, Llc |
3 |
Advisor Resource Council |
3 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 |
3 |
Delos Wealth Advisors, LLC |
3 |
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A |
3 |
Cypress Wealth Advisors LLC |
3 |
R&F Capital Advisors LP |
3 |
Wealthbridge Capital Management, Llc |
3 |
Bourgeon Capital Management Llc |
3 |
Castle Financial & Retirement Planning Associates, Inc. |
3 |
Fortis Advisors, LLC |
3 |
Reinhart Partners, Inc. |
3 |
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF |
3 |
Human Investing LLC |
3 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
3 |
Valicenti Advisory Services Inc |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
3 |
Catalina Capital Group, LLC |
3 |
Pacific Center for Financial Services |
3 |
Envestnet Portfolio Solutions, Inc. |
3 |
Genesis Wealth Advisors, LLC |
3 |
GSB Wealth Management, LLC |
3 |
Capital Advisory Group Advisory Services, LLC |
3 |
Almanack Investment Partners, LLC. |
3 |
Qtron Investments LLC |
3 |
Castlekeep Investment Advisors Llc |
3 |
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF |
3 |
Berkeley Capital Partners, LLC |
3 |
Roble, Belko & Company, Inc |
3 |
Western Wealth Management, LLC |
3 |
Alteri Wealth LLC |
3 |
Banque Transatlantique SA |
3 |
Allie Family Office LLC |
3 |
Chilton Investment Co Llc |
3 |
Quest Capital Management Inc /adv |
3 |
Nations Financial Group Inc, /ia/ /adv |
3 |
Doyle Wealth Management |
3 |
Pinnacle Bancorp, Inc. |
3 |
Cahill Financial Advisors Inc |
3 |
Ipswich Investment Management Co., Inc. |
3 |
American National Bank & Trust Co /va/ |
3 |
Bbva Usa |
3 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - CTIVP - Lazard International Equity Advantage Fund Class 1 |
3 |
Us Financial Advisors, Llc |
3 |
Capricorn Fund Managers Ltd |
3 |
PNC Managed Account Solutions, Inc. |
3 |
Whalerock Point Partners, Llc |
3 |
Eagle Bay Advisors LLC |
3 |
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 |
3 |
Connors Investor Services Inc |
3 |
Farringdon Capital, Ltd. |
3 |
Bluestein R H & Co |
3 |
Israel Discount Bank of New York |
3 |
Journey Strategic Wealth Llc |
3 |
Covenant Partners, LLC |
3 |
Point View Wealth Management, Inc. |
3 |
Ridgepath Capital Management LLC |
3 |
Alpine Associates Management Inc. |
3 |
Matrix Private Capital Group Llc |
3 |
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 |
3 |
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
3 |
CTC Capital Management, LLC |
3 |
SCHY - SCHWAB STRATEGIC TRUST - Schwab International Dividend Equity ETF |
3 |
Ethic Inc. |
3 |
Executive Wealth Management, LLC |
3 |
Slagle Financial, LLC |
3 |
Palladium Partners Llc |
3 |
Mechanics Bank Trust Department |
3 |
Dimension Capital Management Llc |
3 |
Rampart Investment Management Company, LLC |
3 |
Mbb Public Markets I Llc |
3 |
Itau Unibanco Holding S.A. |
3 |
First Financial Equity Corporation |
3 |
Diversify Advisory Services, LLC |
3 |
Intrepid Capital Management Inc |
3 |
Elequin Capital Lp |
3 |
PGGM Investments |
3 |
Surevest, LLC |
3 |
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class |
3 |
Blankinship & Foster, LLC |
3 |
O'Brien Greene & Co. Inc |
3 |
Princeton Global Asset Management LLC |
3 |
Bellevue Asset Management, Llc |
3 |
Park Avenue Institutional Advisers LLC |
3 |
Cardiff Park Advisors, Llc |
3 |
Graham Capital Wealth Management, Llc |
3 |
HB Wealth Management, LLC |
3 |
Carroll Investors, Inc |
3 |
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund |
3 |
SkyBridge Capital II, LLC |
3 |
Crescent Grove Advisors, LLC |
3 |
BDO Wealth Advisors, LLC |
3 |
Sage Capital Advisors,llc |
3 |
ETF Store, Inc. |
3 |
Intercontinental Wealth Advisors, LLC |
3 |
Regal Wealth Group, Inc. |
3 |
Phoenix Holdings Ltd. |
3 |
Hutchens Investment Management Inc |
3 |
First Community Trust Na |
3 |
N.E.W. Advisory Services LLC |
3 |
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional |
3 |
Counterpoint Mutual Funds LLC |
3 |
Heritage Wealth Management, Llc |
3 |
Raleigh Capital Management Inc. |
3 |
Siemens Fonds Invest GmbH |
3 |
Rakuten Securities, Inc. |
3 |
Quilter Plc |
3 |
Bank of New Hampshire |
3 |
Allstate Corp |
3 |
Aprio Wealth Management, LLC |
3 |
Column Capital Advisors, LLC |
3 |
Advisory Alpha, LLC |
3 |
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF |
3 |
Beaton Management Co. Inc. |
3 |
Mesirow Financial Investment Management, Inc. |
3 |
Rossby Financial, LCC |
3 |
Titleist Asset Management, Ltd. |
3 |
Regis Management CO LLC |
3 |
GMOIX - GMO TRUST - GMO International Equity Fund Class III |
3 |
MPS Loria Financial Planners, LLC |
3 |
American Financial Network Advisory Services Llc |
3 |
Y.D. More Investments Ltd |
3 |
Crossmark Global Holdings, Inc. |
3 |
Sterling Investment Management, Inc. |
3 |
Osborn Rohs Williams & Donohoe Ltd |
3 |
Liberty Wealth Management Llc |
3 |
Legacy Advisors, LLC |
3 |
Newport Trust Co |
3 |
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class |
3 |
Lombard Odier Asset Management (Europe) Ltd |
3 |
Cito Capital Group, LLC |
3 |
Forum Financial Management, LP |
3 |
Valeo Financial Advisors, LLC |
3 |
EPG Wealth Management LLC |
3 |
Landaas & Co /wi /adv |
3 |
Tyler-Stone Wealth Management |
3 |
Byrne Asset Management LLC |
3 |
Beacon Trust Co |
3 |
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I |
3 |
Rise Advisors, LLC |
3 |
White Lighthouse Investment Management Inc. |
3 |
Richardson Financial Services Inc. |
3 |
Kore Private Wealth LLC |
3 |
Sun Life Financial Inc |
3 |
Kemnay Advisory Services Inc. |
3 |
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF |
3 |
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF |
3 |
Sierra Capital LLC |
3 |
Edgestream Partners, L.P. |
3 |
Avidian Wealth Solutions, LLC |
3 |
Coastal Bridge Advisors, LLC |
3 |
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF |
3 |
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF |
3 |
Epstein & White Financial LLC |
3 |
Asturias Capital Llc |
3 |
Arlington Partners LLC |
3 |
IFG Advisory, LLC |
3 |
Capital Wealth Alliance, LLC |
3 |
Simplicity Wealth,LLC |
3 |
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K |
3 |
Portside Wealth Group, LLC |
3 |
Lighthouse Investment Partners, LLC |
3 |
BKD Wealth Advisors, LLC |
3 |
Regency Capital Management Inc.\DE |
3 |
Lester Murray Antman dba SimplyRich |
3 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
3 |
Aegon Asset Management Uk Plc |
3 |
Quent Capital, LLC |
3 |
TCTC Holdings, LLC |
3 |
Parvin Asset Management, LLC |
3 |
Global Trust Asset Management, LLC |
3 |
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
3 |
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I |
3 |
MBA Advisors LLC |
3 |
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares |
3 |
Steinberg Global Asset Management |
3 |
361 Capital Llc |
3 |
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
3 |
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
3 |
Invesco Senior Loan Fund |
3 |
Siena Capital Llc |
3 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C |
3 |
Prestige Wealth Management Group LLC |
3 |
Ascent Group, LLC |
3 |
M Holdings Securities, Inc. |
3 |
Absolute Return Capital, LLC |
3 |
Orbis Allan Gray Ltd |
3 |
Stone Ridge Asset Management LLC |
3 |
Oppenheimer Limited-term Bond Fund |
3 |
Cambria Investment Management, L.P. |
3 |
Stonebridge Financial Group, LLC |
3 |
Polar Capital LLP |
3 |
Key Client Fiduciary Advisors, LLC |
3 |
Philip James Wealth Mangement, LLC |
3 |
Creekmur Asset Management LLC |
3 |
IMC-Chicago, LLC |
3 |
Karlinski Andrew C |
3 |
Linden Advisors Lp |
3 |
Americana Partners, LLC |
3 |
BSBAX - Northern Funds - Northern Short Bond Fund |
3 |
Governors Lane LP |
3 |
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
3 |
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF |
3 |
Emory University |
3 |
Meixler Investment Management, Ltd. |
3 |
Claymore Exchange-traded Fund Trust 2 |
3 |
Oliver Lagore Vanvalin Investment Group |
3 |
Princeton Portfolio Strategies Group LLC |
3 |
Invictus RG |
3 |
Adams Diversified Equity Fund, Inc. |
3 |
NewEdge Wealth, LLC |
3 |
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
3 |
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
3 |
Integrated Investment Consultants, LLC |
3 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
3 |
Mediolanum International Funds Ltd |
3 |
SNS Financial Group, LLC |
3 |
Northstar Asset Management Llc |
3 |
Quantum Capital Management, LLC / NJ |
3 |
Guardian Capital Advisors Lp |
3 |
Kathmere Capital Management, LLC |
3 |
McGowan Group Asset Management, Inc. |
3 |
Invesco Senior Income Trust |
3 |
American Money Management, LLC |
3 |
SVA Wealth Management, LLC |
3 |
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
3 |
Pring Turner Capital Group Inc |
3 |
Spark Investment Management LLC |
3 |
First Allied Asset Management, Inc. |
3 |
Patriot Investment Management Inc. |
3 |
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund |
3 |
Novem Group |
3 |
Quest 10 Wealth Builders, Inc. |
3 |
Franklin Universal Trust |
3 |
Boston Family Office Llc |
3 |
Joseph P. Lucia & Associates, LLC |
3 |
Midwest Trust Co |
3 |
Voya Prime Rate Trust |
3 |
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A |
3 |
Cobblestone Capital Advisors Llc /ny/ |
3 |
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
3 |
Cornerstone Wealth Group, LLC |
3 |
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 |
3 |
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A |
3 |
Ally Financial Inc. |
3 |
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund |
3 |
Turner Investments, L.p. |
3 |
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class |
3 |
Alaethes Wealth LLC |
3 |
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class |
3 |
Artemis Wealth Advisors, LLC |
3 |
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
3 |
High Net Worth Advisory Group LLC |
3 |
Fourth Dimension Wealth, LLC |
3 |
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF |
3 |
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class |
3 |
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF |
3 |
NorthRock Partners, LLC |
3 |
Connectus Wealth, LLC |
3 |
FSC Wealth Advisors, LLC |
3 |
Hilltop National Bank |
3 |
Shay Capital LLC |
3 |
Simmons Bank |
3 |
Zions Trust, National Association |
3 |
Thurston, Springer, Miller, Herd & Titak, Inc. |
3 |
CMG Global Holdings, LLC |
3 |
Fma Advisory Inc |
3 |
Cherokee Insurance Co |
3 |
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A |
3 |
Sterling Investment Counsel, LLC |
3 |
Mayflower Financial Advisors, LLC |
3 |
SILVER OAK SECURITIES, Inc |
3 |
Country Club Bank /gfn |
3 |
Gf Fund Management Co. Ltd. |
3 |
Hightower 6M Holding, LLC |
3 |
Eaton Vance Tax Advantaged Dividend Income Fund |
3 |
Clarius Group, LLC |
3 |
Tcwp Llc |
3 |
Alpha Square Group S, LLC |
3 |
Forsta Ap-fonden |
3 |
VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
3 |
Dearborn Partners Llc |
3 |
Pineridge Advisors LLC |
3 |
Matarin Capital Management, LLC |
3 |
Comerica Securities,inc. |
3 |
FDO Partners, LLC |
3 |
NOINX - Northern Funds - Northern International Equity Index Fund |
3 |
Michels Family Financial, LLC |
3 |
Chartwell Investment Partners/pa |
3 |
Commons Capital, Llc |
3 |
North Square Investments Trust - North Square McKee Bond Fund Class I |
3 |
Resurgent Financial Advisors LLC |
3 |
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class |
3 |
Overland Advisors, LLC |
3 |
Apertura Capital, LLC |
3 |
Atria Wealth Solutions, Inc. |
3 |
Beacon Capital Management, LLC |
3 |