UBS Group AG |
153 |
Jane Street Group, Llc |
146 |
Proequities, Inc. |
143 |
Susquehanna International Group, Llp |
133 |
Morgan Stanley |
132 |
Citadel Advisors Llc |
128 |
Royal Bank Of Canada |
127 |
Bank Of America Corp /de/ |
117 |
Advisor Group Holdings, Inc. |
114 |
LPL Financial LLC |
111 |
Wells Fargo & Company/mn |
110 |
Tower Research Capital LLC (TRC) |
108 |
IFP Advisors, Inc |
107 |
Bank Of Montreal /can/ |
106 |
Jpmorgan Chase & Co |
103 |
Flow Traders U.s. Llc |
102 |
Envestnet Asset Management Inc |
101 |
Ladenburg Thalmann Financial Services Inc |
101 |
Fmr Llc |
98 |
Advisor Group, Inc. |
95 |
Cambridge Investment Research Advisors, Inc. |
94 |
Northwestern Mutual Wealth Management Co |
90 |
Old Mission Capital Llc |
90 |
Creative Planning |
89 |
Citigroup Inc |
88 |
Kcg Holdings, Inc. |
85 |
Parallax Volatility Advisers, L.P. |
85 |
Ubs Ag |
84 |
Pnc Financial Services Group, Inc. |
82 |
Goldman Sachs Group Inc |
82 |
Virtu Financial LLC |
80 |
Advisory Services Network, LLC |
78 |
Cwm, Llc |
76 |
American International Group, Inc. |
75 |
Private Advisor Group, LLC |
73 |
Commonwealth Equity Services, Llc |
72 |
MetLife Securities, Inc |
72 |
HighTower Advisors, LLC |
70 |
Captrust Financial Advisors |
70 |
Ameriprise Financial Inc |
70 |
Harbour Investments, Inc. |
68 |
Geneos Wealth Management Inc. |
67 |
Steward Partners Investment Advisory, Llc |
67 |
Barclays Plc |
67 |
Us Bancorp \de\ |
67 |
Cetera Investment Advisers |
67 |
Two Sigma Securities, Llc |
66 |
Fifth Third Bancorp |
65 |
Deutsche Bank Ag\ |
65 |
Stifel Financial Corp |
64 |
Jane Street Holding, LLC |
64 |
Wolverine Trading, Llc |
64 |
Raymond James Financial Inc |
63 |
Simplex Trading, Llc |
63 |
Raymond James & Associates |
63 |
Kestra Advisory Services, LLC |
62 |
Stratos Wealth Partners, LTD. |
62 |
AE Wealth Management LLC |
61 |
American Portfolios Advisors |
61 |
SG Americas Securities, LLC |
60 |
Raymond James Financial Services Advisors, Inc. |
60 |
NEXT Financial Group, Inc |
60 |
Global Retirement Partners, LLC |
60 |
Cetera Advisors LLC |
59 |
Cetera Advisor Networks LLC |
58 |
GWM Advisors LLC |
58 |
Sowell Financial Services LLC |
58 |
Cutler Group LP |
57 |
Rockefeller Capital Management L.P. |
57 |
Belpointe Asset Management LLC |
55 |
CIBC Private Wealth Group, LLC |
55 |
National Asset Management, Inc. |
55 |
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
55 |
Credit Suisse Ag/ |
55 |
Comerica Bank |
55 |
Federation des caisses Desjardins du Quebec |
54 |
Qube Research & Technologies Ltd |
54 |
Huntington National Bank |
54 |
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
54 |
Allworth Financial LP |
54 |
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
53 |
Hrt Financial Lp |
52 |
Sei Investments Co |
52 |
Farther Finance Advisors, LLC |
52 |
Benjamin F. Edwards & Company, Inc. |
52 |
Ancora Advisors, LLC |
52 |
Signaturefd, Llc |
52 |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
51 |
IMC-Chicago, LLC |
51 |
WFG Advisors, LP |
50 |
National Bank Of Canada /fi/ |
50 |
Mml Investors Services, Llc |
50 |
Spire Wealth Management |
49 |
IHT Wealth Management, LLC |
49 |
International Assets Investment Management, Llc |
49 |
First Allied Advisory Services, Inc. |
48 |
Group One Trading, L.p. |
48 |
Sunbelt Securities, Inc. |
48 |
Atria Investments Llc |
48 |
Prospera Financial Services Inc |
47 |
AdvisorNet Financial, Inc |
47 |
CIBC World Markets Inc. |
47 |
Janney Montgomery Scott LLC |
46 |
Patriot Financial Group Insurance Agency, LLC |
46 |
CoreCap Advisors, LLC |
46 |
Assetmark, Inc |
46 |
Money Concepts Capital Corp |
46 |
Brinker Capital Investments, LLC |
46 |
Larson Financial Group LLC |
46 |
Bank of New York Mellon Corp |
46 |
Parallel Advisors, LLC |
45 |
Millennium Management Llc |
45 |
Commonwealth Equity Services, Inc |
45 |
Centaurus Financial, Inc. |
45 |
Sawtooth Solutions, LLC |
44 |
Wealthcare Advisory Partners LLC |
43 |
National Planning Corp |
43 |
Creative Financial Designs Inc /adv |
43 |
Manufacturers Life Insurance Company, The |
43 |
Sigma Planning Corp |
43 |
Brookstone Capital Management |
42 |
Mutual Advisors, LLC |
42 |
Financial Advocates Investment Management |
42 |
Flagship Harbor Advisors, Llc |
42 |
Avantax Advisory Services, Inc. |
42 |
Ameritas Advisory Services, LLC |
41 |
Bnp Paribas Arbitrage, Sa |
41 |
Wealth Enhancement Advisory Services, Llc |
41 |
Seacrest Wealth Management, Llc |
41 |
Ameritas Investment Corp |
40 |
Arkadios Wealth Advisors |
40 |
NewSquare Capital LLC |
40 |
Thrivent Financial For Lutherans |
39 |
Principal Securities, Inc. |
38 |
BlackRock, Inc. |
38 |
Moors & Cabot, Inc. |
38 |
Financial Architects, Inc |
38 |
Mariner, LLC |
38 |
Private Trust Co Na |
38 |
Cerity Partners LLC |
37 |
Perigon Wealth Management, LLC |
37 |
Tradewinds Capital Management, LLC |
37 |
Nbc Securities, Inc. |
37 |
Atria Wealth Solutions, Inc. |
37 |
Ronald Blue Trust, Inc. |
37 |
D.a. Davidson & Co. |
36 |
Truist Financial Corp |
36 |
Bessemer Group Inc |
36 |
Orion Portfolio Solutions, LLC |
36 |
Oppenheimer & Co Inc |
35 |
TD Waterhouse Canada Inc. |
35 |
Integrated Wealth Concepts LLC |
35 |
Capital Investment Advisory Services, LLC |
35 |
Gradient Investments LLC |
35 |
Northern Trust Corp |
35 |
Equitable Holdings, Inc. |
35 |
HAP Trading, LLC |
35 |
Jones Financial Companies Lllp |
35 |
Resources Investment Advisors, LLC. |
35 |
Blair William & Co/il |
35 |
Prelude Capital Management, Llc |
35 |
Claraphi Advisory Network, LLC |
35 |
Carroll Financial Associates, Inc. |
35 |
FNY Investment Advisers, LLC |
34 |
MAI Capital Management |
34 |
Belvedere Trading LLC |
34 |
Kingsview Wealth Management, LLC |
34 |
Mercer Global Advisors Inc /adv |
34 |
Mirae Asset Global Investments Co., Ltd. |
34 |
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
33 |
Regal Investment Advisors LLC |
33 |
Wolverine Asset Management Llc |
33 |
SRS Capital Advisors, Inc. |
33 |
New England Securities Corp /MA/ |
33 |
Stratos Wealth Advisors, LLC |
33 |
Advisor Resource Council |
33 |
Ground Swell Capital, LLC |
33 |
Capital Analysts, Inc. |
33 |
Concert Wealth Management Inc. |
33 |
CENTRAL TRUST Co |
32 |
Hartland & Co., LLC |
32 |
Dynamic Advisor Solutions LLC |
32 |
Howe & Rusling Inc |
32 |
We Are One Seven, LLC |
32 |
Valeo Financial Advisors, LLC |
32 |
Transce3nd, LLC |
32 |
Asset Dedication, LLC |
32 |
Scotia Capital Inc. |
31 |
Kestra Private Wealth Services, Llc |
31 |
Glenmede Trust Co Na |
31 |
Whittier Trust Co |
31 |
EverSource Wealth Advisors, LLC |
31 |
Sound Income Strategies, LLC |
30 |
Ausdal Financial Partners, Inc. |
30 |
Coppell Advisory Solutions LLC |
30 |
Change Path, LLC |
30 |
Plante Moran Financial Advisors, LLC |
30 |
Optimum Investment Advisors |
30 |
Newbridge Financial Services Group, Inc. |
30 |
Headlands Technologies LLC |
30 |
Independent Advisor Alliance |
30 |
StoneX Group Inc. |
30 |
J.w. Cole Advisors, Inc. |
30 |
Regions Financial Corp |
29 |
Macroview Investment Management Llc |
29 |
Integrated Advisors Network LLC |
29 |
Tradition Wealth Management, LLC |
29 |
Jefferies Group LLC |
29 |
Invesco Ltd. |
29 |
Trustcore Financial Services, Llc |
29 |
Sofos Investments, Inc. |
28 |
M&t Bank Corp |
28 |
Axxcess Wealth Management, Llc |
28 |
Almanack Investment Partners, LLC. |
28 |
AlphaMark Advisors, LLC |
28 |
Eqis Capital Management, Inc. |
28 |
Managed Account Advisors Llc |
28 |
Gts Securities Llc |
28 |
Sanctuary Advisors, LLC |
28 |
Wedbush Securities Inc |
28 |
Nomura Holdings Inc |
28 |
Reilly Financial Advisors, Llc |
28 |
Chicago Partners Investment Group LLC |
28 |
CI Private Wealth, LLC |
28 |
JNBA Financial Advisors |
28 |
Archer Investment Corp |
28 |
Old Mission Capital, Llc |
28 |
Synovus Financial Corp |
28 |
Hudock, Inc. |
27 |
Walleye Trading LLC |
27 |
Rehmann Capital Advisory Group |
27 |
Continuum Advisory, LLC |
27 |
Cornerstone Wealth Management, LLC |
27 |
Colony Group, LLC |
27 |
V Wealth Advisors LLC |
27 |
Signet Financial Management, Llc |
27 |
Partnervest Advisory Services LLC |
27 |
Neuberger Berman Group LLC |
26 |
ACG Wealth |
26 |
Lido Advisors, LLC |
26 |
First Republic Investment Management, Inc. |
26 |
U.S. Capital Wealth Advisors, LLC |
26 |
Argentus Capital Management, LLC |
26 |
Emerald Investment Partners, Llc |
26 |
Wunderlich Securities, Inc. |
26 |
Proficio Capital Partners LLC |
26 |
Private Ocean, LLC |
26 |
Hollencrest Capital Management |
26 |
Transamerica Financial Advisors, Inc. |
26 |
MUFG Americas Holdings Corp |
26 |
Wilbanks Smith & Thomas Asset Management Llc |
26 |
Snowden Capital Advisors LLC |
26 |
Quadrature Capital Ltd |
26 |
Golden State Wealth Management, LLC |
26 |
U S Global Investors Inc |
26 |
O'shaughnessy Asset Management, Llc |
25 |
TCI Wealth Advisors, Inc. |
25 |
Whittier Trust Co Of Nevada Inc |
25 |
Koshinski Asset Management, Inc. |
25 |
Gupta Wealth Management LLC |
25 |
United Capital Financial Advisers, Llc |
25 |
Mather Group, Llc. |
25 |
First Horizon Advisors, Inc. |
25 |
Aptus Capital Advisors, LLC |
25 |
Stephens Inc /ar/ |
25 |
Foundations Investment Advisors, LLC |
25 |
Walleye Capital LLC |
25 |
Beacon Pointe Advisors, LLC |
25 |
Castleview Partners, Llc |
25 |
M Holdings Securities, Inc. |
25 |
First Heartland Consultants, Inc. |
25 |
Sandy Spring Bank |
25 |
Renaissance Technologies Llc |
24 |
Wiley Bros.-aintree Capital, Llc |
24 |
Empowered Funds, LLC |
24 |
Knight Capital Group, Inc. |
24 |
Toronto Dominion Bank |
24 |
BCJ Capital Management, LLC |
24 |
Smartleaf Asset Management LLC |
24 |
Kiker Wealth Management, LLC |
24 |
Nwam Llc |
24 |
Brown Brothers Harriman & Co |
24 |
FinTrust Capital Advisors, LLC |
24 |
Baird Financial Group, Inc. |
23 |
North Star Investment Management Corp. |
23 |
Baldwin Brothers Inc/ma |
23 |
Key FInancial Inc |
23 |
Jfs Wealth Advisors, Llc |
23 |
Arete Wealth Advisors, LLC |
23 |
Cresset Asset Management, LLC |
23 |
Blue Bell Private Wealth Management, Llc |
23 |
GPS Wealth Strategies Group, LLC |
23 |
Evanson Asset Management, LLC |
23 |
Glen Eagle Advisors, LLC |
23 |
First Manhattan Co |
23 |
Institute for Wealth Management, LLC. |
23 |
Sprott Inc. |
23 |
Warren Averett Asset Management, LLC |
23 |
Pekin Hardy Strauss, Inc. |
23 |
Strategic Financial Concepts, LLC |
23 |
Western Wealth Management, LLC |
23 |
Financial Management Professionals, Inc. |
23 |
Parkside Financial Bank & Trust |
23 |
Sargent Bickham Lagudis LLC |
23 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
23 |
Retirement Group, LLC |
22 |
Tompkins Financial Corp |
22 |
Cullen/frost Bankers, Inc. |
22 |
Brewin Dolphin Ltd |
22 |
Lincoln National Corp |
22 |
Capital Advisors, Ltd. LLC |
22 |
Vigilant Capital Management, LLC |
22 |
Synergy Financial Management, LLC |
22 |
Financial Gravity Companies, Inc. |
22 |
Merit Financial Group, LLC |
22 |
Solstein Capital, LLC |
22 |
Evercore Wealth Management, LLC |
22 |
Coastal Investment Advisors, Inc. |
22 |
Horizon Kinetics Asset Management Llc |
22 |
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
21 |
Worth Asset Management, LLC |
21 |
Hsbc Holdings Plc |
21 |
Pathstone Family Office, Llc |
21 |
Tucker Asset Management Llc |
21 |
Verus Capital Partners, Llc |
21 |
Bokf, Na |
21 |
Bb&t Securities, Llc |
21 |
FineMark National Bank & Trust |
21 |
Creekmur Asset Management LLC |
21 |
Csenge Advisory Group |
21 |
Clearwater Capital Advisors, LLC |
21 |
Valley National Advisers Inc |
21 |
DAVENPORT & Co LLC |
21 |
XR Securities LLC |
21 |
IFG Advisory, LLC |
21 |
Eaton Vance Management |
21 |
Ashton Thomas Private Wealth, LLC |
21 |
IndexIQ Advisors LLC |
21 |
Prudential Plc |
21 |
Jump Trading, LLC |
21 |
Great Valley Advisor Group, Inc. |
21 |
Insight Advisors, LLC/ PA |
21 |
Jacobi Capital Management LLC |
21 |
Prime Capital Investment Advisors, LLC |
21 |
Thompson Davis & Co., Inc. |
21 |
Moloney Securities Asset Management, LLC |
21 |
MCF Advisors LLC |
21 |
Itau Unibanco Holding S.A. |
20 |
WealthPLAN Partners, LLC |
20 |
Level Four Advisory Services, Llc |
20 |
Savior LLC |
20 |
Verition Fund Management LLC |
20 |
GHP Investment Advisors, Inc. |
20 |
Placemark Investments, Inc. |
20 |
Insigneo Advisory Services, Llc |
20 |
PSI Advisors, LLC |
20 |
Washington Trust Bank |
20 |
Impact Partnership Wealth, LLC |
20 |
Trust Co Of Vermont |
20 |
Madden Advisory Services, Inc. |
20 |
GeoWealth Management, LLC |
20 |
EPG Wealth Management LLC |
20 |
Wealthfront Inc |
20 |
Gemmer Asset Management LLC |
20 |
Apollon Wealth Management, LLC |
20 |
Townsquare Capital Llc |
20 |
WR Wealth Planners, LLC |
20 |
Total Clarity Wealth Management, Inc. |
20 |
Householder Group Estate & Retirement Specialist, LLC |
20 |
GDMA - Alpha Architect ETF Trust - Gadsden Dynamic Multi-Asset ETF |
20 |
Park Avenue Securities Llc |
20 |
Focused Wealth Management, Inc |
20 |
PFG Advisors |
20 |
Cape Investment Advisory, Inc. |
20 |
Lee Financial Co |
20 |
BlackRock Institutional Trust Company, N.A. |
20 |
RMR Wealth Builders |
19 |
Brown Advisory Inc |
19 |
Cambria Investment Management, L.P. |
19 |
Strategic Wealth Partners, Ltd. |
19 |
Avidian Wealth Solutions, LLC |
19 |
Boothbay Fund Management, Llc |
19 |
Calton & Associates, Inc. |
19 |
Evoke Wealth, Llc |
19 |
Beacon Capital Management, LLC |
19 |
Winch Advisory Services, LLC |
19 |
Sequoia Financial Advisors, LLC |
19 |
Colony Group Llc |
19 |
Financial Sense Advisors, Inc. |
19 |
Stifel Nicolaus & Co Inc \mo\ |
19 |
REAP Financial Group, LLC |
19 |
D'Orazio & Associates, Inc. |
19 |
Winslow, Evans & Crocker, Inc. |
19 |
Meeder Asset Management Inc |
19 |
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
19 |
Jump Financial, LLC |
19 |
Allegis Investment Advisors, LLC |
19 |
Barometer Capital Management Inc. |
19 |
One Capital Management, LLC |
19 |
Heritage Wealth Management, Llc |
19 |
Trilogy Capital Inc. |
19 |
Truadvice, LLC |
19 |
Wealthsource Partners, Llc |
19 |
Ahrens Investment Partners LLC |
18 |
Capital Asset Advisory Services LLC |
18 |
Harbor Investment Advisory, Llc |
18 |
Societe Generale |
18 |
Atomi Financial Group, Inc. |
18 |
Next Financial Holdings |
18 |
Harwood Advisory Group, LLC |
18 |
Stonebridge Capital Advisors LLC |
18 |
SILVER OAK SECURITIES, Inc |
18 |
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
18 |
Claro Advisors LLC |
18 |
Pensionmark Financial Group, Llc |
18 |
Toroso Investments, LLC |
18 |
Sanctuary Wealth Advisors, LLC |
18 |
Institutional & Family Asset Management, Llc |
18 |
SOUTH STATE Corp |
18 |
Wealth Quarterback LLC |
18 |
Procyon Private Wealth Partners, LLC |
18 |
Manchester Capital Management LLC |
18 |
ICA Group Wealth Management, LLC |
18 |
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
18 |
tru Independence LLC |
18 |
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund |
18 |
Prudential Financial Inc |
18 |
Integrated Wealth Management |
18 |
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
18 |
Two Sigma Investments, Lp |
18 |
1832 Asset Management L.P. |
18 |
Suntrust Banks Inc |
18 |
Usca Ria Llc |
18 |
Bluefin Trading, LLC |
18 |
Armis Advisers, LLC |
18 |
Pinnacle Summer Investments, Inc. |
18 |
Lakeview Capital Partners, LLC |
18 |
Crewe Advisors LLC |
18 |
Integral Derivatives, LLC |
18 |
Baker Avenue Asset Management, LP |
18 |
Westside Investment Management, Inc. |
18 |
Jaffetilchin Investment Partners, LLC |
18 |
PFG Investments, LLC |
18 |
55i, Llc |
17 |
Antonetti Capital Management LLC |
17 |
Beaird Harris Wealth Management, LLC |
17 |
Wellington Management Group Llp |
17 |
Hm Payson & Co |
17 |
Mycio Wealth Partners, Llc |
17 |
Well Done, LLC |
17 |
Janney Capital Management LLC |
17 |
Aveo Capital Partners, LLC |
17 |
Van Hulzen Asset Management, LLC |
17 |
Keybank National Association/oh |
17 |
Covestor Ltd |
17 |
Adviser Investments LLC |
17 |
Intellectus Partners, LLC |
17 |
BDO Wealth Advisors, LLC |
17 |
Advisors Preferred, LLC |
17 |
ORG Partners LLC |
17 |
Kovack Advisors, Inc. |
17 |
Verity Asset Management, Inc. |
17 |
Safeguard Investment Advisory Group, LLC |
17 |
Penserra Capital Management LLC |
17 |
Joel Isaacson & Co., LLC |
17 |
Exane Derivatives |
17 |
IAG Wealth Partners, LLC |
17 |
Aqr Capital Management Llc |
17 |
AlphaCore Capital LLC |
17 |
Essex Financial Services, Inc. |
17 |
Evergreen Capital Management Llc |
17 |
Main Street Group, LTD |
17 |
Veritable, L.P. |
17 |
Focus Financial Network, Inc. |
17 |
Baker Ellis Asset Management LLC |
17 |
Claybrook Capital, LLC |
17 |
RFG Advisory, LLC |
17 |
Westport Resources Management Inc |
17 |
Eudaimonia Partners, LLC |
17 |
Costello Asset Management, INC |
17 |
Baystate Wealth Management LLC |
17 |
Johnson Financial Group, Inc. |
17 |
Strategic Blueprint, LLC |
17 |
VSR Financial Services, Inc. |
17 |
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
17 |
Edmond De Rothschild Holding S.a. |
17 |
Glassman Wealth Services |
17 |
OneAscent Financial Services LLC |
17 |
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
17 |
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
17 |
Bank Of Nova Scotia |
17 |
Wealthspire Advisors, L.P. |
17 |
Rothschild Investment Llc |
16 |
HBW Advisory Services LLC |
16 |
Lazard Asset Management Llc |
16 |
Cary Street Partner Investment Advisory Llc |
16 |
Css Llc/il |
16 |
Apriem Advisors |
16 |
Commerce Bank |
16 |
Brookwood Investment Group LLC |
16 |
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
16 |
Private Capital Group, LLC |
16 |
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
16 |
Versant Capital Management, Inc |
16 |
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
16 |
McIlrath & Eck, LLC |
16 |
Ameritas Investment Partners, Inc. |
16 |
Venturi Wealth Management, LLC |
16 |
Weiss Multi-Strategy Advisers LLC |
16 |
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
16 |
Strategic Investment Solutions, Inc. /IL |
16 |
Raymond James Trust N.a. |
16 |
Fiduciary Trust Co |
16 |
Advisory Alpha, LLC |
16 |
Bartlett & Co. LLC |
16 |
Moneta Group Investment Advisors Llc |
16 |
Clear Harbor Asset Management, LLC |
16 |
Umb Bank N A/mo |
16 |
Moisand Fitzgerald Tamayo, LLC |
16 |
Team Financial Group, LLC |
16 |
Bartlett & Co. Wealth Management Llc |
16 |
Coldstream Capital Management Inc |
16 |
Northern Oak Wealth Management Inc |
16 |
DRW Securities, LLC |
16 |
Coppell Advisory Solutions Corp. |
16 |
Strategic Wealth Advisors Group, LLC |
16 |
EP Wealth Advisors, Inc. |
16 |
Hilltop Holdings Inc. |
16 |
Kingswood Wealth Advisors, Llc |
16 |
Franklin Resources Inc |
16 |
Squarepoint Ops LLC |
16 |
Private Advisory Group LLC |
16 |
Merriman Wealth Management, LLC |
16 |
FDx Advisors, Inc. |
16 |
Avestar Capital, LLC |
16 |
Toth Financial Advisory Corp |
16 |
Carmichael Hill & Associates, Inc. |
16 |
Ionic Capital Management LLC |
16 |
Edge Wealth Management LLC |
16 |
Quantitative Advantage, LLC |
16 |
Acorn Wealth Advisors, LLC |
16 |
JT Stratford LLC |
16 |
Laurel Wealth Advisors LLC |
16 |
Covington Capital Management |
16 |
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
16 |
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
16 |
Lindbrook Capital, Llc |
16 |
Miracle Mile Advisors, LLC |
15 |
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
15 |
FormulaFolio Investments, LLC |
15 |
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
15 |
Fortis Capital Advisors, LLC |
15 |
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
15 |
Modern Wealth Management, LLC |
15 |
Camarda Financial Advisors, LLC |
15 |
Caitlin John, LLC |
15 |
WASHINGTON TRUST Co |
15 |
FourThought Financial, LLC |
15 |
TRUE Private Wealth Advisors |
15 |
Kovitz Investment Group Partners, LLC |
15 |
Certified Advisory Corp |
15 |
Leo Wealth, LLC |
15 |
Nvwm, Llc |
15 |
Founders Financial Alliance, LLC |
15 |
Buckingham Strategic Partners |
15 |
Armstrong Advisory Group, Inc |
15 |
Investment Centers Of America Inc |
15 |
Timber Hill LLC |
15 |
Oarsman Capital, Inc. |
15 |
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
15 |
Redhawk Wealth Advisors, Inc. |
15 |
Regentatlantic Capital Llc |
15 |
PEAK6 Investments, L.P. |
15 |
Paloma Partners Management Co |
15 |
Freestone Capital Holdings, LLC |
15 |
Vantage Investment Advisors, LLC |
15 |
GFS Advisors, LLC |
15 |
Northwest Wealth Management, Llc |
15 |
Caldwell Securities, Inc |
15 |
Wealthcare Capital Management Llc |
15 |
Capital Advisory Group Advisory Services, LLC |
15 |
Baird Robert W & Co Inc /wi/ |
15 |
Laffer Investments |
15 |
Motco |
15 |
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
15 |
Liberty Wealth Management Llc |
15 |
Guardian Life Insurance Co Of America |
15 |
Simplicity Wealth,LLC |
15 |
Live Your Vision, LLC |
15 |
Joseph P. Lucia & Associates, LLC |
15 |
Axa S.a. |
15 |
Cribstone Capital Management, LLC |
15 |
Samalin Investment Counsel, LLC |
15 |
Benjamin Edwards Inc |
15 |
Ieq Capital, Llc |
15 |
S.A. Mason LLC |
15 |
Cowen Group, Inc. |
15 |
Financial Counselors Inc |
15 |
Citizens Financial Group Inc/ri |
15 |
NewEdge Wealth, LLC |
15 |
Oliver Lagore Vanvalin Investment Group |
15 |
XTX Topco Ltd |
15 |
Founders Financial Securities Llc |
15 |
Clarus Wealth Advisors |
15 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
14 |
Colonial Trust Co / SC |
14 |
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
14 |
Highlander Capital Management, LLC |
14 |
Fortis Advisors, LLC |
14 |
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
14 |
Enterprise Financial Services Corp |
14 |
Beacon Financial Group |
14 |
Smithfield Trust Co |
14 |
K.J. Harrison & Partners Inc |
14 |
Prestige Wealth Management Group LLC |
14 |
Perennial Investment Advisors, LLC |
14 |
Fermata Advisors, LLC |
14 |
Nalls Sherbakoff Group, Llc |
14 |
Mariner Wealth Advisors-NYC, LLC |
14 |
Ing Groep Nv |
14 |
Virtue Capital Management, LLC |
14 |
Wealthspire Advisors, LLC |
14 |
Activest Wealth Management |
14 |
Lenox Wealth Advisors, LLC |
14 |
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
14 |
Tortoise Investment Management, LLC |
14 |
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
14 |
WealthPlan Investment Management, LLC |
14 |
Massmutual Trust Co Fsb/adv |
14 |
Buckingham Strategic Wealth, Llc |
14 |
New Harbor Financial Group, LLC |
14 |
Counsel Portfolio Services Inc. |
14 |
Bluefin Capital Management, Llc |
14 |
Concurrent Investment Advisors, LLC |
14 |
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
14 |
Atlas Capital Advisors Llc |
14 |
Aviance Capital Management, Llc |
14 |
BRYN MAWR TRUST Co |
14 |
Glass Jacobson Investment Advisors llc |
14 |
Anchor Investment Management, LLC |
14 |
Stonebridge Financial Group, LLC |
14 |
Carolinas Wealth Consulting Llc |
14 |
Hexagon Capital Partners LLC |
14 |
Accel Wealth Management |
14 |
EWG Elevate Inc. |
14 |
Laurel Wealth Advisors, Inc. |
14 |
Krilogy Financial LLC |
14 |
Thurston, Springer, Miller, Herd & Titak, Inc. |
14 |
Texas Yale Capital Corp. |
14 |
Parametric Portfolio Associates Llc |
14 |
Fiduciary Alliance LLC |
14 |
St. Johns Investment Management Company, LLC |
14 |
Savant Capital, LLC |
14 |
Simon Quick Advisors, Llc |
14 |
Tyler-Stone Wealth Management |
14 |
Clear Point Advisors Inc. |
14 |
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF |
14 |
Princeton Global Asset Management LLC |
14 |
Total Investment Management Inc |
14 |
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
14 |
Quadrant Capital Group Llc |
14 |
Allianz Asset Management GmbH |
14 |
Archford Capital Strategies, LLC |
14 |
Confluence Investment Management Llc |
14 |
Professional Financial Advisors, LLC |
14 |
JJJ Advisors Inc. |
14 |
Beacon Capital Management, Inc. |
14 |
Blume Capital Management, Inc. |
14 |
Pinnacle Associates Ltd |
14 |
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
14 |
Advantage Investment Management, Llc |
14 |
Vicus Capital |
14 |
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
13 |
Legacy Wealth Managment, LLC/ID |
13 |
Matauro, Llc |
13 |
Inspire Advisors, LLC |
13 |
SMART Wealth LLC |
13 |
Ameriflex Group, Inc. |
13 |
Claudia M.p. Batlle, Crp (r) Llc |
13 |
Congress Wealth Management LLC / DE / |
13 |
VitalStone Financial, LLC |
13 |
Great West Life Assurance Co /can/ |
13 |
Cantor Fitzgerald, L. P. |
13 |
American Capital Advisory, LLC |
13 |
HBK Sorce Advisory LLC |
13 |
Old National Bancorp /in/ |
13 |
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
13 |
Fisher Asset Management, LLC |
13 |
Nomura Asset Management Co Ltd |
13 |
Modera Wealth Management, LLC |
13 |
Boston Private Bank & Trust Co |
13 |
Seamans Capital Management, LLC |
13 |
Rational Advisors Llc |
13 |
Trellus Management Company, LLC |
13 |
Wade G W & Inc |
13 |
Alexandria Capital, LLC |
13 |
Marshall Wace, Llp |
13 |
Lowe Wealth Advisors, LLC |
13 |
SJS Investment Consulting Inc. |
13 |
Rsm Us Wealth Management Llc |
13 |
ETRADE Capital Management LLC |
13 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
13 |
Alliancebernstein L.p. |
13 |
Royal Fund Management, LLC |
13 |
Copia Wealth Management |
13 |
Smith, Moore & Co. |
13 |
Ironwood Financial, llc |
13 |
Danda Trouve Investment Management, Inc. |
13 |
DHJJ Financial Advisors, Ltd. |
13 |
Guardian Wealth Advisors, Llc / Nc |
13 |
Private Wealth Advisors, LLC |
13 |
Hobbs Group Advisors, LLC |
13 |
Spectrum Wealth Counsel, LLC |
13 |
Summit Financial, LLC |
13 |
Cahill Financial Advisors Inc |
13 |
Nations Financial Group Inc, /ia/ /adv |
13 |
LexAurum Advisors, LLC |
13 |
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
13 |
Colonial Trust Advisors |
13 |
Montag A & Associates Inc |
13 |
SG3 Management, LLC |
13 |
Clear Street Markets Llc |
13 |
QCM Cayman, Ltd. |
13 |
Guild Investment Management, Inc. |
13 |
Spot Trading L.L.C |
13 |
Gladstone Institutional Advisory LLC |
13 |
Evolution Wealth Management Inc. |
13 |
Obermeyer Wood Investment Counsel, Lllp |
13 |
Rathbone Brothers plc |
13 |
Herold Advisors, Inc. |
13 |
Russell Investments Group, Ltd. |
13 |
Kistler-Tiffany Companies, LLC |
13 |
San Francisco Sentry Investment Group (ca) |
13 |
Concord Wealth Partners |
13 |
HB Wealth Management, LLC |
13 |
Tocqueville Asset Management L.p. |
13 |
VisionPoint Advisory Group, LLC |
13 |
Crabel Capital Management, LLC |
13 |
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF |
13 |
RMB Capital Management, LLC |
13 |
Ballew Advisors, Inc |
13 |
MONECO Advisors, LLC |
13 |
Rossby Financial, LCC |
13 |
Resurgent Financial Advisors LLC |
13 |
Lloyd Advisory Services, LLC. |
13 |
Boston Private Wealth Llc |
13 |
Executive Wealth Management, LLC |
13 |
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF |
13 |
Frazier Financial Advisors, LLC |
13 |
IPG Investment Advisors LLC |
13 |
Tidemark, LLC |
13 |
Rise Advisors, LLC |
13 |
Pacitti Group Inc. |
13 |
Firestone Capital Management |
13 |
Camden Capital, LLC |
13 |
Main Street Financial Solutions, LLC |
13 |
Comerica Securities Inc |
13 |
Cordasco Financial Network |
13 |
Hoey Investments, Inc |
13 |
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
13 |
Envestnet Portfolio Solutions, Inc. |
13 |
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
13 |
Johnson Investment Counsel Inc |
13 |
Vestmark Advisory Solutions, Inc. |
13 |
BlackRock Advisors LLC |
12 |
Trust Co |
12 |
Ledyard National Bank |
12 |
Nbt Bank N A /ny |
12 |
AllSquare Wealth Management LLC |
12 |
Salem Investment Counselors Inc |
12 |
Sonora Investment Management, LLC |
12 |
RiverFront Investment Group, LLC |
12 |
Betterment LLC |
12 |
Pineridge Advisors LLC |
12 |
Pathstone Holdings, LLC |
12 |
CETF - DriveWealth ETF Trust - DriveWealth ICE 100 Index ETF |
12 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
12 |
Bleakley Financial Group, LLC |
12 |
Drive Wealth Management, Llc |
12 |
Romano Brothers And Company |
12 |
Fortitude Advisory Group L.L.C. |
12 |
Geode Capital Management, Llc |
12 |
Empirical Asset Management, LLC |
12 |
My Legacy Advisors, LLC |
12 |
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
12 |
Kayne Anderson Rudnick Investment Management Llc |
12 |
Fiera Capital Corp |
12 |
Compagnie Lombard Odier SCmA |
12 |
Raleigh Capital Management Inc. |
12 |
Integrity Alliance, Llc. |
12 |
Journey Strategic Wealth Llc |
12 |
D. E. Shaw & Co., Inc. |
12 |
Amplius Wealth Advisors, LLC |
12 |
Clarity Financial LLC |
12 |
Vontobel Holding Ltd. |
12 |
Park Square Financial Group, LLC |
12 |
RWM Asset Management, LLC |
12 |
Wexford Capital Lp |
12 |
Berger Financial Group, Inc |
12 |
Wipfli Financial Advisors Llc, |
12 |
Addison Advisors LLC |
12 |
Wolff Wiese Magana Llc |
12 |
Disciplined Investments, LLC |
12 |
Transcend Wealth Collective, Llc |
12 |
Richard C. Young & CO., LTD. |
12 |
Visionary Wealth Advisors |
12 |
Capital Wealth Alliance, LLC |
12 |
Anfield Capital Management, LLC |
12 |
Sugarloaf Wealth Management, LLC |
12 |
Grimes & Company, Inc. |
12 |
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
12 |
Tsfg, Llc |
12 |
Exchange Traded Concepts, Llc |
12 |
Sheets Smith Wealth Management |
12 |
Gwn Securities Inc. |
12 |
Financial Enhancement Group LLC |
12 |
LifePlan Financial Group, Inc |
12 |
Haven Private, LLC |
12 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
12 |
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class |
12 |
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
12 |
WT Wealth Management |
12 |
Avion Wealth |
12 |
Clear Creek Financial Management, LLC |
12 |
Arcadia Investment Management Corp/mi |
12 |
Weaver Consulting Group |
12 |
TAP Consulting, LLC |
12 |
Centric Wealth Management |
12 |
Ironsides Asset Advisors, LLC |
12 |
Surevest, LLC |
12 |
Heritage Wealth Advisors |
12 |
HHM Wealth Advisors, LLC |
12 |
Personal Wealth Partners |
12 |
Qci Asset Management Inc/ny |
12 |
Pettinga Financial Advisors, LLC |
12 |
Burt Wealth Advisors |
12 |
Sii Investments Inc/wi |
12 |
FNY Managed Accounts LLC |
12 |
Vanguard Capital Wealth Advisors |
12 |
First Command Advisory Services, Inc. |
12 |
180 Wealth Advisors, Llc |
12 |
Valmark Advisers, Inc. |
12 |
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
12 |
Boston Advisors Llc |
12 |
Good Life Advisors, LLC |
12 |
Meridian Wealth Management, LLC |
12 |
Polianta Ltd |
12 |
3EDGE Asset Management, LP |
12 |
McAdam, LLC |
12 |
Avantax Planning Partners, Inc. |
12 |
Fusion Family Wealth LLC |
12 |
David R. Rahn & Associates Inc. |
12 |
Legg Mason Investment Counsel, LLC |
12 |
BerganKDV Wealth Management, LLC |
12 |
City National Bank |
12 |
Glovista Investments LLC |
12 |
Bienville Capital Management, LLC |
12 |
Commerzbank Aktiengesellschaft /fi |
12 |
Advocacy Wealth Management Services, LLC |
12 |
Twin Focus Capital Partners, Llc |
12 |
Cypress Capital Management LLC (WY) |
12 |
Accuvest Global Advisors |
12 |
NorthRock Partners, LLC |
12 |
Raab & Moskowitz Asset Management LLC |
12 |
Horan Securities, Inc. |
12 |
Leavell Investment Management, Inc. |
12 |
Harel Insurance Investments & Financial Services Ltd. |
12 |
Richard W. Paul & Associates, LLC |
11 |
Telemus Capital, Llc |
11 |
Tactive Advisors, LLC |
11 |
Rockbridge Investment Management, LCC |
11 |
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
11 |
Mount Yale Investment Advisors, LLC |
11 |
Natixis |
11 |
CapWealth Advisors, LLC |
11 |
Mascoma Wealth Management LLC |
11 |
Ruggie Capital Group |
11 |
O'Dell Group, LLC |
11 |
Salomon & Ludwin, LLC |
11 |
Venture Visionary Partners LLC |
11 |
Fieldpoint Private Securities, LLC |
11 |
Halbert Hargrove Global Advisors, Llc |
11 |
Delos Wealth Advisors, LLC |
11 |
Truvestments Capital Llc |
11 |
BlackRock Investment Management, LLC |
11 |
First City Capital Management, Inc. |
11 |
Main Management LLC |
11 |
HFND - Tidal ETF Trust - Unlimited HFND Multi-Strategy Return Tracker ETF |
11 |
BBVA USA Bancshares, Inc. |
11 |
Fielder Capital Group LLC |
11 |
Apella Capital, LLC |
11 |
United Advisor Group, LLC |
11 |
Rothschild Investment Corp /il |
11 |
Cooper Financial Group |
11 |
Macquarie Group Ltd |
11 |
SBI Securities Co., Ltd. |
11 |
Bedel Financial Consulting, Inc. |
11 |
Ellis Investment Partners, LLC |
11 |
Northwest Capital Management Inc |
11 |
First Interstate Bank |
11 |
Red Door Wealth Management, LLC |
11 |
QAI - IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF |
11 |
American National Bank |
11 |
Sheaff Brock Investment Advisors, LLC |
11 |
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
11 |
Pacifica Partners Inc. |
11 |
Center for Financial Planning, Inc. |
11 |
Pacific Capital Wealth Advisors, Inc |
11 |
CVA Family Office, LLC |
11 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
11 |
Great Lakes Retirement, Inc. |
11 |
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF |
11 |
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class |
11 |
Independence Bank of Kentucky |
11 |
Us Financial Advisors, Llc |
11 |
SpiderRock Advisors, LLC |
11 |
AMG National Trust Bank |
11 |
American Financial Network Advisory Services Llc |
11 |
American Century Companies Inc |
11 |
Kings Point Capital Management |
11 |
Opal Wealth Advisors, LLC |
11 |
Allen Capital Group, LLC |
11 |
Capstone Investment Advisors, Llc |
11 |
Geneva Advisors, LLC |
11 |
Pinkerton Retirement Specialists, LLC |
11 |
Bogart Wealth, LLC |
11 |
Signature Securities Group Corporation |
11 |
Frontier Wealth Management LLC |
11 |
CT Financial Advisors LLC |
11 |
Mountain Capital Investment Advisors, Inc |
11 |
Mariner Investment Group Llc |
11 |
First National Trust Co |
11 |
Palladium Partners Llc |
11 |
Hl Financial Services Llc |
11 |
Webster Bank, N. A. |
11 |
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
11 |
ProVise Management Group, LLC |
11 |
New Century Advisors, LLC |
11 |
Klr Investment Advisors, Llc |
11 |
Latitude Advisors, LLC |
11 |
DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class |
11 |
Legacy Investment Solutions, LLC |
11 |
Retirement Planning Co of New England, Inc. |
11 |
Capital Bank & Trust Co |
11 |
Caption Management, LLC |
11 |
Measured Wealth Private Client Group, LLC |
11 |
Smart Money Group LLC |
11 |
Natixis Advisors, L.p. |
11 |
Bellwether Advisors, LLC |
11 |
Tru Independence Asset Management 2, Llc |
11 |
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
11 |
RPg Family Wealth Advisory, LLC |
11 |
Global Assets Advisory, LLC |
11 |
Kanaly Trust Co |
11 |
Personal Cfo Solutions, Llc |
11 |
Milestone Asset Management, Llc |
11 |
Hilltop National Bank |
11 |
Kore Private Wealth LLC |
11 |
Picton Mahoney Asset Management |
11 |
Pin Oak Investment Advisors Inc |
11 |
Two Sigma Advisers, Lp |
11 |
Kms Financial Services, Inc |
11 |
Marathon Trading Investment Management LLC |
11 |
Dunhill Financial, LLC |
11 |
Polar Asset Management Partners Inc. |
11 |
Arlington Trust Co LLC |
11 |
Fortis Group Advisors, LLC |
11 |
Ten Capital Wealth Advisors, LLC |
11 |
AlphaStar Capital Management, LLC |
11 |
Cyndeo Wealth Partners, LLC |
11 |
YHB Investment Advisors, Inc. |
11 |
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares |
11 |
Nuveen Asset Management, LLC |
11 |
Beaumont Financial Partners, LLC |
11 |
Endurance Wealth Management, Inc. |
11 |
Genworth Financial Inc |
11 |
Guggenheim Capital Llc |
11 |
Maripau Wealth Management Llc |
11 |
Alpha Cubed Investments, LLC |
11 |
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF |
11 |
JTHIX - James Alpha Funds Trust - James Alpha Total Hedge Portfolio Class I |
11 |
FNY Partners Fund LP |
11 |
Elite Wealth Management, Inc. |
11 |
Hbk Investments L P |
10 |
Beaumont Financial Advisors, LLC |
10 |
Shay Capital LLC |
10 |
Credit Agricole S A |
10 |
Cutter & CO Brokerage, Inc. |
10 |
Associated Banc-corp |
10 |
Guardian Wealth Advisors, LLC |
10 |
Dubuque Bank & Trust Co |
10 |
WCG Wealth Advisors LLC |
10 |
GRRSX - James Alpha Funds Trust - James Alpha Macro Fund Class R6 |
10 |
Accurate Wealth Management, LLC |
10 |
Clear Perspective Advisors, LLC |
10 |
Highline Wealth Partners Llc |
10 |
Windhaven Investment Management, Inc. |
10 |
New York State Common Retirement Fund |
10 |
Pinnacle Bancorp, Inc. |
10 |
Principia Wealth Advisory, LLC |
10 |
Vident Investment Advisory, LLC |
10 |
Horrell Capital Management, Inc. |
10 |
Federated Hermes, Inc. |
10 |
Wealthfront Advisers Llc |
10 |
Painted Porch Advisors LLC |
10 |
QS Investors, LLC |
10 |
Mackenzie Financial Corp |
10 |
Segall Bryant & Hamill, Llc |
10 |
Investmark Advisory Group LLC |
10 |
Chilton Capital Management Llc |
10 |
Clark Capital Management Group, Inc. |
10 |
Cpwm, Llc |
10 |
GHTA - Collaborative Investment Series Trust - Goose Hollow Tactical Allocation ETF |
10 |
Quent Capital, LLC |
10 |
China Universal Asset Management Co., Ltd. |
10 |
Destination Wealth Management |
10 |
Woodmont Investment Counsel Llc |
10 |
Chevy Chase Trust Holdings, Inc. |
10 |
Ibex Wealth Advisors |
10 |
Kohmann Bosshard Financial Services, LLC |
10 |
Mount Lucas Management LP |
10 |
Cardiff Park Advisors, Llc |
10 |
Asset Planning Services, Ltd. |
10 |
Harvest Investment Services, LLC |
10 |
Vima Llc |
10 |
Argent Trust Co |
10 |
Semmax Financial Advisors Inc. |
10 |
Thoroughbred Financial Services, Llc |
10 |
Farmers & Merchants Investments Inc |
10 |
Evermay Wealth Management Llc |
10 |
Sepio Capital, LP |
10 |
Investors Capital Advisory Services |
10 |
Planning Capital Management Corp |
10 |
Cranbrook Wealth Management, LLC |
10 |
Caxton Associates Lp |
10 |
Legend Financial Advisors, Inc. |
10 |
Patten Group, Inc. |
10 |
Kalos Management, Inc. |
10 |
MADDEN SECURITIES Corp |
10 |
Financial Network Wealth Advisors LLC |
10 |
Nadler Financial Group, Inc. |
10 |
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
10 |
State Street Corp |
10 |
Fiduciary Financial Group, Llc |
10 |
Evolution Wealth Advisors, LLC |
10 |
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
10 |
BlueCrest Capital Management Ltd |
10 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
10 |
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
10 |
Formidable Asset Management, LLC |
10 |
Garde Capital, Inc. |
10 |
Selective Wealth Management, Inc. |
10 |
Boenning & Scattergood, Inc. |
10 |
Stancorp Investment Advisers Inc |
10 |
Intelligence Driven Advisers, LLC |
10 |
CX Institutional |
10 |
Fundamentun, Llc |
10 |
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
10 |
Gables Capital Management Inc. |
10 |
Silvercrest Asset Management Group Llc |
10 |
Secure Asset Management, LLC |
10 |
Twin Peaks Wealth Advisors, LLC |
10 |
New York Life Investment Management Llc |
10 |
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
10 |
Financial Perspectives, Inc |
10 |
Bft Financial Group, Llc |
10 |
Ubs Asset Management Americas Inc |
10 |
Knollwood Investment Advisory, LLC |
10 |
Raffles Associates Lp |
10 |
Balyasny Asset Management Llc |
10 |
Mainstay Capital Management Llc /adv |
10 |
Oxinas Partners Wealth Management LLC |
10 |
Q3 Asset Management |
10 |
Legacy Private Trust Co. |
10 |
Pure Financial Advisors, Inc. |
10 |
Wagner Wealth Management, Llc |
10 |
CNB Bank |
10 |
Catalyst Capital Advisors LLC |
10 |
Financial Services Advisory Inc |
10 |
Pine Valley Investments Ltd Liability Co |
10 |
Ubs Oconnor Llc |
10 |
Summit Trail Advisors, Llc |
10 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class |
10 |
Pinnacle Financial Partners Inc |
10 |
Your Advocates Ltd., LLP |
10 |
Lake Street Advisors Group, Llc |
10 |
Wharton Business Group, LLC |
10 |
BSW Wealth Partners |
10 |
WESPAC Advisors, LLC |
10 |
First Hawaiian Bank |
10 |
SWAN Capital LLC |
10 |
Wealth Preservation Advisors, LLC |
10 |
Kiley Juergens Wealth Management, Llc |
10 |
Consolidated Portfolio Review Corp |
10 |
LS Investment Advisors, LLC |
10 |
Hengehold Capital Management Llc |
10 |
Golden State Equity Partners |
10 |
X-Square Capital, LLC |
10 |
Girard Partners Ltd. |
10 |
TCTC Holdings, LLC |
10 |
Twin Tree Management, LP |
10 |
Daiwa Securities Group Inc. |
10 |
WMS Partners, LLC |
10 |
TCG Advisory Services, LLC |
10 |
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A |
10 |
Americafirst Capital Management, Llc |
10 |
Squar Milner Financial Services Llc |
10 |
Per Stirling Capital Management, LLC. |
10 |
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
10 |
SageView Advisory Group, LLC |
10 |
Oxler Private Wealth LLC |
10 |
Sovereign Financial Group, Inc. |
10 |
Northwestern Mutual Investment Services Llc |
10 |
Schonfeld Strategic Advisors LLC |
10 |
IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
10 |
J.P. Turner & Co Capital Mnagement, LLC |
10 |
ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares |
10 |
Register Financial Advisors LLC |
10 |
Lehman Financial Resources, Inc. |
10 |
Keel Point, LLC |
10 |
Columbus Macro, LLC |
10 |
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
10 |
Tudor Investment Corp Et Al |
10 |
SOA Wealth Advisors, LLC. |
10 |
Oakworth Capital, Inc. |
10 |
SignalPoint Asset Management, LLC |
10 |
Mission Wealth Management, Lp |
9 |
Balentine LLC |
9 |
Ingalls & Snyder Llc |
9 |
Clal Insurance Enterprises Holdings Ltd |
9 |
Global Financial Private Client, LLC |
9 |
EFG Asset Management (Americas) Corp. |
9 |
Capital Investment Advisors, LLC |
9 |
PineBridge Investments, L.P. |
9 |
Glenmede Investment Management, LP |
9 |
Barber Financial Group, Inc. |
9 |
Carnick & Kubik, LLC |
9 |
Karlinski Andrew C |
9 |
Cheviot Value Management, LLC |
9 |
West Oak Capital, LLC |
9 |
Zacks Investment Management |
9 |
American Trust |
9 |
K2 Principal Fund, L.p. |
9 |
Centerpoint Advisors, LLC |
9 |
CenterStar Asset Management, LLC |
9 |
Clearview Wealth Advisors LLC |
9 |
Banque Cantonale Vaudoise |
9 |
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
9 |
Nemes Rush Group LLC |
9 |
Trust Department Mb Financial Bank N A |
9 |
SkyView Investment Advisors, LLC |
9 |
Mayflower Financial Advisors, LLC |
9 |
Americana Partners, LLC |
9 |
Quest 10 Wealth Builders, Inc. |
9 |
SNS Financial Group, LLC |
9 |
Trust Co Of Toledo Na /oh/ |
9 |
Tarbox Family Office, Inc. |
9 |
Barry Investment Advisors, LLC |
9 |
Legacy Financial Group LLC |
9 |
Sterling Investment Advisors, Ltd. |
9 |
Banque Transatlantique SA |
9 |
Capital A Wealth Management, LLC |
9 |
GoalVest Advisory LLC |
9 |
RENN Fund, Inc. |
9 |
Confluence Wealth Services, Inc. |
9 |
Black Swift Group, LLC |
9 |
InterOcean Capital Group, LLC |
9 |
First Personal Financial Services |
9 |
Indexiq Trust |
9 |
Hussman Strategic Advisors, Inc. |
9 |
Ropes Wealth Advisors Llc |
9 |
Fore Capital, LLC |
9 |
Td Asset Management Inc |
9 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
9 |
Exencial Wealth Advisors, Llc |
9 |
Oxbow Advisors, LLC |
9 |
Signature Estate & Investment Advisors Llc |
9 |
Security National Bank |
9 |
Eagle Bay Advisors LLC |
9 |
Front Row Advisors LLC |
9 |
Bfsg, Llc |
9 |
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
9 |
Aspire Private Capital, LLC |
9 |
Symphony Asset Management Llc |
9 |
CWA Asset Management Group, LLC |
9 |
HCR Wealth Advisors |
9 |
Blueprint Investment Partners LLC |
9 |
Aspiriant, Llc |
9 |
Meridian Wealth Partners, LLC |
9 |
Alpine Global Management, LLC |
9 |
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
9 |
3d Asset Management, Inc |
9 |
Cmt Trading Llc |
9 |
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF |
9 |
First PREMIER Bank |
9 |
RPG Investment Advisory, LLC |
9 |
City Holding Co |
9 |
Genesis Wealth Advisors, LLC |
9 |
Jefferies Financial Group Inc. |
9 |
DFIHX - Dfa Investment Dimensions Group Inc - Dfa One-year Fixed Income Portfolio - Institutional Class |
9 |
MYDA Advisors LLC |
9 |
Aspect Partners, LLC |
9 |
Global Wealth Strategies & Associates |
9 |
Parsons Capital Management Inc/ri |
9 |
Dixon Hughes Goodman Wealth Advisors LLC |
9 |
InterOcean Capital, LLC |
9 |
Doliver Advisors, Lp |
9 |
L.m. Kohn & Company |
9 |
Fort Point Capital Partners LLC |
9 |
Urban Wealth Management, LLC |
9 |
First National Corp /ma/ /adv |
9 |
Barrett & Company, Inc. |
9 |
Signal Advisors Wealth, LLC |
9 |
WealthTrust Fairport, LLC |
9 |
Relative Value Partners Group, LLC |
9 |
Us Global Investors Funds |
9 |
Dakota Wealth Management |
9 |
Arlington Capital Management, Inc. |
9 |
Manchester Financial Inc |
9 |
Howard Wealth Management, Llc |
9 |
Inspirion Wealth Advisors, Llc |
9 |
Gerstein Fisher |
9 |
Aurora Private Wealth, Inc. |
9 |
Kcm Investment Advisors Llc |
9 |
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
9 |
Genesee Capital Advisors, LLC |
9 |
Hantz Financial Services, Inc. |
9 |
Mraz, Amerine & Associates, Inc. |
9 |
Vectors Research Management, LLC |
9 |
Bell Rock Capital Llc |
9 |
Bank Of The West |
9 |
World Equity Group, Inc. |
9 |
Psagot Investment House Ltd. |
9 |
Kavar Capital Partners, LLC |
9 |
People's United Financial, Inc. |
9 |
Manatuck Hill Partners, LLC |
9 |
Polaris Wealth Advisory Group, LLC |
9 |
First Trust Advisors Lp |
9 |
Hoover Financial Advisors, Inc. |
9 |
Portfolio Strategies, Inc. |
9 |
Nova Wealth Management, Inc. |
9 |
Robinson Value Management, Ltd. |
9 |
Atlantic Union Bankshares Corp |
9 |
Signature Resources Capital Management, LLC |
9 |
Abound Wealth Management |
9 |
J Arnold Wealth Management Co |
9 |
Roble, Belko & Company, Inc |
9 |
First Command Financial Services, Inc. |
9 |
Thompson Siegel & Walmsley Llc |
9 |
Comerica Securities,inc. |
9 |
Cutler Investment Counsel Llc |
9 |
Private Wealth Partners, LLC |
9 |
Stone House Investment Management, LLC |
9 |
Bristlecone Advisors, LLC |
9 |
Intrua Financial, LLC |
9 |
Weiss Strategic Interval Fund |
9 |
Roosevelt Investment Group Llc |
9 |
Loeb Partners Corp |
9 |
Cornerstone Planning Group LLC |
9 |
Mountain Lake Investment Management LLC |
9 |
Walkner Condon Financial Advisors LLC |
9 |
Gateway Wealth Partners, LLC |
9 |
Benedetti & Gucer, Inc. |
9 |
RE Dickinson Investment Advisors, LLC |
9 |
Charter Oak Capital Management, LLC |
9 |
Ardsley Advisory Partners Lp |
9 |
Life Planning Partners, Inc |
9 |
MCRO - IndexIQ ETF Trust - IQ Hedge Macro Tracker ETF |
9 |
Putnam Fl Investment Management Co |
9 |
Loomis Sayles & Co L P |
9 |
BKM Wealth Management, LLC |
9 |
Midwest Trust Co |
9 |
Pathway Financial Advisors LLC |
9 |
Tiaa, Fsb |
9 |
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
9 |
Cannell Peter B & Co Inc |
9 |
Traynor Capital Management, Inc. |
9 |
Philadelphia Trust Co |
9 |
FLP Wealth Management, LLC |
9 |
Delta Asset Management Llc/tn |
8 |
EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB |
8 |
Beacon Financial Advisory LLC |
8 |
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
8 |
Banque Pictet & Cie Sa |
8 |
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
8 |
Boreal Capital Management LLC |
8 |
Arrow Investment Advisors, LLC |
8 |
Synergy Investment Management, LLC |
8 |
UMA Financial Services, Inc. |
8 |
Southeast Asset Advisors Inc. |
8 |
Choate Investment Advisors |
8 |
Noble Wealth Management PBC |
8 |
Stonehage Fleming Financial Services Holdings Ltd |
8 |
Atticus Wealth Management, Llc |
8 |
Crestwood Advisors Group LLC |
8 |
Inscription Capital, LLC |
8 |
Zhang Financial LLC |
8 |
Sentinel Pension Advisors Inc |
8 |
East Coast Asset Management, LLC. |
8 |
GV Financial Advisors |
8 |
Carolina Wealth Advisors, LLC |
8 |
Alhambra Investment Partners LLC |
8 |
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
8 |
BCS Wealth Management |
8 |
Horizon Investments, LLC |
8 |
Fulcrum Equity Management |
8 |
Lake Point Wealth Management |
8 |
Covenant Multifamily Offices, LLC |
8 |
Biltmore Capital Advisors LLC |
8 |
Boston Financial Mangement Llc |
8 |
Roxbury Financial LLC |
8 |
Wealthbridge Capital Management, Llc |
8 |
DCF Advisers, LLC |
8 |
Teamwork Financial Advisors, LLC |
8 |
Kathmere Capital Management, LLC |
8 |
Barrett Asset Management, LLC |
8 |
Accredited Wealth Management, LLC |
8 |
BEAM Asset Management, LLC |
8 |
Global Wealth Management Investment Advisory, Inc. |
8 |
Vermillion Wealth Management, Inc. |
8 |
Equitec Proprietary Markets, Llc |
8 |
Anson Funds Management LP |
8 |
SeaBridge Investment Advisors LLC |
8 |
Sovran Advisors, LLC |
8 |
N.E.W. Advisory Services LLC |
8 |
Private Wealth Strategies, L.L.C. |
8 |
Robertson Stephens Wealth Management, LLC |
8 |
Laidlaw Wealth Management LLC |
8 |
Hamilton Wealth, LLC |
8 |
Mark Sheptoff Financial Planning, Llc |
8 |
Windsor Creek Advisors, Llc |
8 |
Coastal Capital Group, Inc. |
8 |
Wesbanco Bank Inc |
8 |
BOK Financial Private Wealth, Inc. |
8 |
Tcg Advisors, Lp |
8 |
Essex Savings Bank |
8 |
Sowa Financial Group, Inc. |
8 |
Bank Julius Baer & Co. Ltd, Zurich |
8 |
Brookfield Asset Management Inc. |
8 |
Pinnacle Advisory Group, Inc. |
8 |
Nachman Norwood & Parrott, Inc |
8 |
Mkd Wealth Coaches, Llc |
8 |
State Of Wisconsin Investment Board |
8 |
HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund |
8 |
Waterloo Capital, L.P. |
8 |
Investors Asset Management Of Georgia Inc /ga/ /adv |
8 |
DWAT - Arrow Investments Trust - Arrow DWA Tactical ETF |
8 |
Aj Wealth Strategies, Llc |
8 |
WFA of San Diego, LLC |
8 |
Atwood & Palmer Inc |
8 |
Bel Air Investment Advisors Llc |
8 |
GETCO Holding Company, LLC |
8 |
Hc Financial Advisors Inc |
8 |
Central Bank & Trust Co |
8 |
JTHAX - SARATOGA ADVANTAGE TRUST - James Alpha Total Hedge Portfolio Class A Shares |
8 |
Leuthold Group, Llc |
8 |
Paulson Wealth Management Inc. |
8 |
Haverford Trust Co |
8 |
Garrett Investment Advisors LLC |
8 |
Cobiz Investment Management, Llc |
8 |
McMahon Financial Advisors, LLC |
8 |
Schroder Investment Management Group |
8 |
Woodard & Co Asset Management Group Inc /adv |
8 |
Sterne Agee Group, Inc. |
8 |
Cambridge Trust Co |
8 |
Curian Capital Llc |
8 |
DB Wealth Management Group, LLC |
8 |
Convergent Wealth Advisors |
8 |
Pittenger & Anderson Inc |
8 |
Diligent Investors, LLC |
8 |
Oak Grove Capital LLC |
8 |
CFS Investment Advisory Services, LLC |
8 |
Lenox Wealth Management, Inc. |
8 |
Legacy Financial Advisors, Inc. |
8 |
Tiedemann Advisors, Llc |
8 |
Capital Directions Investment Advisors, LLC |
8 |
Interchange Capital Partners, LLC |
8 |
IMA Wealth, Inc. |
8 |
Cohen & Steers Closed-end Opportunity Fund, Inc. |
8 |
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
8 |
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
8 |
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
8 |
Kozak & Associates, Inc. |
8 |
Quadrant Private Wealth Management, LLC |
8 |
Camelot Portfolios, LLC |
8 |
Mesirow Financial Investment Management, Inc. |
8 |
AXS Investments LLC |
8 |
Regency Capital Management Inc.\DE |
8 |
Intercontinental Wealth Advisors, LLC |
8 |
Vivaldi Capital Management, LLC |
8 |
Global Financial Private Capital, LLC |
8 |
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
8 |
Omnia Family Wealth, LLC |
8 |
Pacific Center for Financial Services |
8 |
Bell Investment Advisors, Inc |
8 |
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I |
8 |
Ignite Planners, LLC |
8 |
Tcfg Wealth Management, Llc |
8 |
E&G Advisors, LP |
8 |
Flynn Zito Capital Management, Llc |
8 |
Prentiss Smith & Co Inc |
8 |
Morton Brown Family Wealth, LLC |
8 |
Harvest Fund Management Co., Ltd |
8 |
Livingston Group Asset Management CO (operating as Southport Capital Management) |
8 |
WealthTrust-Arizona, LLC |
8 |
Perennial Advisors, LLC |
8 |
Hunting Hill Global Capital, LLC |
8 |
Matrix Private Capital Group Llc |
8 |
Gould Capital, LLC |
8 |
First Command Bank |
8 |
Migdal Insurance & Financial Holdings Ltd. |
8 |
GLG Partners LP |
8 |
Monolith Advisors |
8 |
Albion Financial Group /ut |
8 |
Brighton Jones Llc |
8 |
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF |
8 |
SevenBridge Financial Group, LLC |
8 |
United Services Automobile Association |
8 |
Efficient Advisors, LLC |
8 |
Tcwp Llc |
8 |
Spears Abacus Advisors LLC |
8 |
Astoria Portfolio Advisors LLC. |
8 |
Voya Financial Advisors, Inc. |
8 |
Capital One, National Association |
8 |
Scarborough Advisors, LLC |
8 |
Wealthgarden F.s. Llc |
8 |
Coston, McIsaac & Partners |
8 |
Strategic Capital Alternatives LLC |
8 |
Sumitomo Mitsui Trust Holdings, Inc. |
8 |
Gofen & Glossberg Llc /il/ |
8 |
Ethos Financial Group, LLC |
8 |
BOS Asset Management, LLC |
8 |
LGT Financial Advisors LLC |
8 |
Bray Capital Advisors |
8 |
Dialectic Capital Management, Lp |
8 |
LaSalle St. Investment Advisors, LLC |
8 |
Ibex Investors LLC |
8 |
Authentikos Wealth Advisory, LLC |
8 |
Opera Trading Capital |
8 |
VestGen Advisors, LLC |
8 |
Park Edge Advisors, LLC |
8 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC |
8 |
Cherry Tree Wealth Management, LLC |
8 |
Hibernia Wealth Partners, LLC |
8 |
Highbridge Capital Management Llc |
8 |
West Paces Advisors Inc. |
8 |
Cardan Capital Partners, LLC |
8 |
Cohen & Steers, Inc. |
8 |
Concorde Asset Management, LLC |
8 |
Cambridge Advisors Inc. |
8 |
Syntal Capital Partners, LLC |
8 |
Northwest Financial Advisors |
8 |
Paradigm Financial Advisors, LLC |
8 |
Kwmg, Llc |
8 |
James Investment Research Inc |
8 |
Focus Financial Network Inc /adv |
8 |
Pitcairn Co |
8 |
Eastern Bank |
8 |
Vermillion & White Wealth Management Group, LLC |
8 |
Maia Wealth LLC |
8 |
Encompass More Asset Management |
8 |
Bulltick Wealth Management, LLC |
8 |
AlTi Global, Inc. |
8 |
Sageworth Trust Co |
8 |
Accordant Advisory Group Inc |
8 |
Triad Wealth Partners, LLC |
8 |
Cornerstone Advisory, LLC |
8 |
WESPAC Advisors SoCal, LLC |
8 |
Thomas J. Herzfeld Advisors, Inc. |
8 |
First Financial Corp /in/ |
8 |
Kelly Financial Services LLC |
8 |
Gen-Wealth Partners Inc |
8 |
Valentine Capital Asset Management, Inc. |
8 |
CAPROCK Group, Inc. |
8 |
Pinnacle Wealth Management Advisory Group, LLC |
8 |
HWG Holdings LP |
8 |
Global Endowment Management, LP |
8 |
Exchange Capital Management, Inc. |
8 |
ARGI Investment Services, LLC |
8 |
TNMAX - 1290 Funds - 1290 Multi-Alternative Strategies Fund Class A |
8 |
DFCFX - Dimensional Investment Group Inc - Dfa Two-year Fixed Income Portfolio |
8 |
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
8 |
Global View Capital Management LLC |
8 |
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 |
8 |
Dfa Investment Dimensions Group Inc - Va Short-term Fixed Portfolio |
8 |
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF |
8 |
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares |
8 |
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II |
8 |
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund |
8 |
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
8 |
Homrich & Berg |
8 |
Bouchey Financial Group Ltd |
8 |
Compass Ion Advisors, LLC |
8 |
Howard Bailey Securities, Llc |
7 |
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
7 |
Corbenic Partners LLC |
7 |
Fedenia Advisers LLC |
7 |
Smith Anglin Financial, LLC |
7 |
Safe Harbor Fiduciary, LLC |
7 |
Bb&t Investment Services, Inc. |
7 |
Pathway Financial Advisers, LLC |
7 |
Coastline Trust Co |
7 |
Trustmark National Bank Trust Department |
7 |
Chatham Capital Group, Inc. |
7 |
Better Money Decisions, LLC |
7 |
Legacy Advisors, LLC |
7 |
Dowling & Yahnke Llc |
7 |
Money Design Co.,Ltd. |
7 |
Balboa Wealth Partners |
7 |
Creative Capital Management Investments LLC |
7 |
Landaas & Co /wi /adv |
7 |
PFG Private Wealth Management, LLC |
7 |
White Lighthouse Investment Management Inc. |
7 |
St. James Investment Company, LLC |
7 |
St Germain D J Co Inc |
7 |
Curi Wealth Management, LLC |
7 |
Financial Insights, Inc. |
7 |
Arlington Partners LLC |
7 |
SCS Capital Management LLC |
7 |
Vertex Planning Partners, LLC |
7 |
Mosaic Family Wealth, LLC |
7 |
B.O.S.S. Retirement Advisors, LLC |
7 |
StrategIQ Financial Group, LLC |
7 |
Navis Wealth Advisors, LLC |
7 |
Capital Wealth Planning, LLC |
7 |
Global Trust Asset Management, LLC |
7 |
Atlas Private Wealth Management |
7 |
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class |
7 |
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
7 |
Kingfisher Capital LLC |
7 |
RIA Advisory Group LLC |
7 |
Rooted Wealth Advisors, Inc. |
7 |
Dorsey Wright & Associates |
7 |
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
7 |
One Charles Private Wealth Services, LLC |
7 |
Financial Freedom, LLC |
7 |
Price T Rowe Associates Inc /md/ |
7 |
Windsor Capital Management, LLC |
7 |
Country Trust Bank |
7 |
Kowal Investment Group, LLC |
7 |
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
7 |
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
7 |
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
7 |
Maple Securities Usa Inc |
7 |
MASTER BOND LLC - Master Total Return Portfolio |
7 |
Cypress Wealth Services, LLC |
7 |
Tuttle Tactical Management LLC |
7 |
Shine Investment Advisory Services Inc |
7 |
Capital Guardian Trust Co |
7 |
Wood Tarver Financial Group, LLC |
7 |
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
7 |
Athena Capital Advisors Llc |
7 |
Coastal Bridge Advisors, LLC |
7 |
Altus Wealth Group LLC |
7 |
Sterling Financial Planning, Inc. |
7 |
High Point Bank & Trust Co |
7 |
Lake Street Financial Llc |
7 |
Select Asset Management & Trust |
7 |
Townsend Asset Management Corp /nc/ /adv |
7 |
Bailard, Inc. |
7 |
RVW Wealth, LLC |
7 |
Lgl Partners, Llc |
7 |
Ford Financial Group, LLC |
7 |
First Foundation Advisors |
7 |
Investment Partners, Ltd. |
7 |
Grey Street Capital, LLC |
7 |
Pinnacle Wealth Planning Services, Inc. |
7 |
Phoenix Wealth Advisors |
7 |
Bayesian Capital Management, LP |
7 |
Investors Research Corp |
7 |
Courier Capital Llc |
7 |
Partners Capital Investment Group, Llp |
7 |
Providence Capital Advisors, LLC |
7 |
Baker Tilly Financial, Llc |
7 |
Advyzon Investment Management, LLC |
7 |
E Fund Management Co., Ltd. |
7 |
McClarren Financial Advisors, Inc. |
7 |
Biltmore Family Office, LLC |
7 |
Bingham Osborn & Scarborough Llc |
7 |
SYM FINANCIAL Corp |
7 |
Empower Advisory Group, LLC |
7 |
Discovery Capital Management, Llc / Ct |
7 |
Brown Miller Wealth Management, LLC |
7 |
MTM Investment Management, LLC |
7 |
Fwl Investment Management, Llc |
7 |
Matrix Trust Co |
7 |
Invenio Wealth Partners Llc |
7 |
Iron Horse Wealth Management, LLC |
7 |
Welch & Forbes Llc |
7 |
Platform Technology Partners |
7 |
Jeppson Wealth Management, Llc |
7 |
Pennsylvania Trust Co |
7 |
Sutton Wealth Advisors Inc. |
7 |
Chemical Bank |
7 |
Qvr Llc |
7 |
Clarkston Capital Partners, LLC |
7 |
Horizon Financial Services, Llc |
7 |
Howland Capital Management Llc |
7 |
Brave Asset Management Inc |
7 |
C M Bidwell & Associates Ltd |
7 |
Euro Pacific Asset Management, LLC |
7 |
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF |
7 |
F3Logic, LLC |
7 |
West Branch Capital LLC |
7 |
Torch Wealth Management LLC |
7 |
Runnymede Capital Advisors, Inc. |
7 |
Axiom Investment Management LLC |
7 |
Highland Capital Management, Llc |
7 |
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
7 |
First New York Securities Llc /ny |
7 |
Decker Retirement Planning Inc. |
7 |
Prio Wealth Limited Partnership |
7 |
GAMMA Investing LLC |
7 |
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares |
7 |
Six Circles Trust - Six Circles Global Bond Fund |
7 |
Hara Capital LLC |
7 |
Shapiro Robert N |
7 |
Greenline Partners, LLC |
7 |
Gerber Kawasaki Wealth & Investment Management |
7 |
TERIX - Investment Managers Series Trust II - All Terrain Opportunity Fund Institutional Class |
7 |
Hartline Investment Corp/ |
7 |
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
7 |
J. Goldman & Co LP |
7 |
Juncture Wealth Strategies, Llc |
7 |
Jump Trading, Llc |
7 |
Brightworth |
7 |
American Research & Management Co. |
7 |
Atlantic Edge Private Wealth Management, LLC |
7 |
Old Second National Bank Of Aurora |
7 |
QALTX - Advisors Preferred Trust - Quantified Alternative Investment Fund Investor Class Shares |
7 |
Alpha Omega Wealth Management LLC |
7 |
Crews Bank & Trust |
7 |
Briaud Financial Planning, Inc |
7 |
Charles Schwab Investment Advisory, Inc. |
7 |
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
7 |
Private Wealth Asset Management, LLC |
7 |
Rosenberg Matthew Hamilton |
7 |
Heck Capital Advisors, LLC |
7 |
Mirador Capital Partners LP |
7 |
Ellevest, Inc. |
7 |
Graves-Light Private Wealth Management, Inc. |
7 |
Skopos Labs, Inc. |
7 |
Sentinel Trust Co Lba |
7 |
Hayden Royal, Llc |
7 |
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund |
7 |
LMR Partners LLP |
7 |
Point72 Asset Management, L.P. |
7 |
Allred Capital Management, LLC |
7 |
GM Advisory Group, Inc. |
7 |
Verde Servicos Internacionais S.A. |
7 |
Ambassador Advisors, LLC |
7 |
Peregrine Asset Advisers, Inc. |
7 |
First Eagle Investment Management, LLC |
7 |
Hudson Bay Capital Management LP |
7 |
TFG Advisers LLC |
7 |
Wetherby Asset Management Inc |
7 |
Basso Capital Management, L.p. |
7 |
Pointe Capital Management LLC |
7 |
Jackson Hole Capital Partners, LLC |
7 |
Cedar Brook Financial Partners, LLC |
7 |
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio |
7 |
Apexium Financial, Lp |
7 |
CMT Asset Management Ltd |
7 |
Pasadena Private Wealth, LLC |
7 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
7 |
Mission Creek Capital Partners, Inc. |
7 |
WealthTrak Capital Management LLC |
7 |
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
7 |
Private Portfolio Partners Llc |
7 |
Bradley Foster & Sargent Inc/ct |
7 |
Grove Bank & Trust |
7 |
Bay Harbor Wealth Management, LLC |
7 |
Column Capital Advisors, LLC |
7 |
Bell Bank |
7 |
London & Capital Asset Management Ltd |
7 |
Voisard Asset Management Group, Inc. |
7 |
Lattice Strategies LLC |
7 |
Westwood Holdings Group Inc |
7 |
Cobblestone Capital Advisors Llc /ny/ |
7 |
Napa Wealth Management |
7 |
Thomaspartners, Inc. |
7 |
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
7 |
BKD Wealth Advisors, LLC |
7 |
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class |
7 |
Moore Capital Management, Lp |
7 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
7 |
Sanders Morris Harris Llc |
7 |
Howard Financial Services, Ltd. |
7 |
PYA Waltman Capital, LLC |
7 |
Game Plan Financial Advisors, LLC |
7 |
Fiduciary Family Office, Llc |
7 |
Truepoint, Inc. |
7 |
Cascade Financial Partners, LLC |
7 |
IFC Holdings Incorporated/FL |
7 |
LRI Investments, LLC |
7 |
John W. Brooker & Co., CPAs |
7 |
Elequin Capital Lp |
7 |
Eudaimonia Advisors Llc |
7 |
Mattson Financial Services, LLC |
7 |
Public Employees Retirement System Of Ohio |
7 |
Theory Financial Llc |
7 |
Upper Left Wealth Management, LLC |
7 |
Apeiron RIA LLC |
7 |
Mid-American Wealth Advisory Group, Inc. |
7 |
Stanford Investment Group, Inc. |
7 |
Guidant Wealth Advisors |
7 |
Iberiabank Corp |
7 |
WESCAP Management Group, Inc. |
7 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
7 |
Brinker Capital Inc |
7 |
Western Pacific Wealth Management, LP |
7 |
Win Advisors, Inc |
7 |
Transform Wealth, LLC |
7 |
Forum Financial Management, LP |
7 |
Private Capital Advisors, Inc. |
7 |
Bellwether Investment Group, LLC |
7 |
Wintrust Investments Llc |
7 |
GenTrust, LLC |
7 |
Patton Albertson Miller Group, Llc |
7 |
Element Wealth, LLC |
7 |
Dynamic Technology Lab Private Ltd |
7 |
Sullivan, Bruyette, Speros & Blaney, LLC |
7 |
Smart Portfolios, LLC |
7 |
First Capital Advisors Group, LLC. |
7 |
Jackson, Grant Investment Advisers, Inc. |
7 |
ORG Wealth Partners, LLC |
7 |
Visionary Asset Management, Inc. |
7 |
Karp Capital Management Corp |
7 |
TD Capital Management LLC |
7 |
RHJ International SA |
7 |
Integrity Financial Corp /WA |
7 |
Saxon Interests, Inc. |
7 |
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
7 |
Scoggin Management Lp |
7 |
Henrickson Nauta Wealth Advisors, Inc. |
7 |
Strengthening Families & Communities, LLC |
7 |
Smallwood Wealth Investment Management, LLC |
7 |
Fifth Third Securities, Inc. |
7 |
Artemis Wealth Advisors, LLC |
7 |
High Net Worth Advisory Group LLC |
7 |
Parker Investment Management, LLC |
7 |
Horan Capital Advisors, LLC. |
7 |
Mid Atlantic Financial Management Inc/adv |
7 |
Empirical Finance, LLC |
7 |
Duncker Streett & Co Inc |
7 |
Cassady Schiller Wealth Management, LLC |
7 |
Lansing Street Advisors |
7 |
Tfo-tdc, Llc |
7 |
Van Eck Associates Corp |
7 |
EHP Funds Inc. |
7 |
BlackDiamond Wealth Management Inc. |
7 |
Barnes Wealth Management Group, Inc |
7 |
Hutchens & Kramer Investment Management Group, LLC |
7 |
Peapack Gladstone Financial Corp |
7 |
Missouri Trust & Investment Co |
7 |
Winnow Wealth Llc |
7 |
Fusion Investment Group, LLC |
7 |
Absolute Capital Management, LLC |
7 |
Capital Performance Advisors Llp |
7 |
Independent Wealth Network Inc. |
7 |
Alberta Investment Management Corp |
7 |
Evanston Investments, Inc., dba Evanston Advisors |
7 |
Community Bank, N.A. |
7 |
BlackRock Group LTD |
7 |
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
7 |
Vise Technologies, Inc. |
7 |
Klingman & Associates, LLC |
7 |
New Wave Wealth Advisors Llc |
7 |
Quest Capital Management Inc /adv |
7 |
Charles Schwab Investment Management Inc |
7 |
Systelligence, LLC |
7 |
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF |
7 |
YorkBridge Wealth Partners, LLC |
7 |
Victory Capital Management Inc |
7 |
Berkeley Capital Partners, LLC |
7 |
Founders Capital Management |
7 |
Healthcare Of Ontario Pension Plan Trust Fund |
7 |
JTC Employer Solutions Trusteee Ltd |
7 |
Thor Advisors, Llc |
6 |
Gamco Investors, Inc. Et Al |
6 |
King Luther Capital Management Corp |
6 |
Bank Hapoalim Bm |
6 |
Assured Investment Management LLC |
6 |
Sterling Capital Management LLC |
6 |
Highland Capital Management Lp |
6 |
Levin Capital Strategies, L.p. |
6 |
Nokomis Capital, L.L.C. |
6 |
DSC Advisors, L.P. |
6 |
Clearbridge Investments, LLC |
6 |
Arrowgrass Capital Partners (us) Lp |
6 |
Ci Investments Inc. |
6 |
Shepherd Kaplan Krochuk, Llc |
6 |
Man Group plc |
6 |
Capital Advisors Inc/ok |
6 |
Sandler Capital Management |
6 |
M&r Capital Management Inc |
6 |
Ronald Blue & Co Llc |
6 |
CQS Cayman LP |
6 |
Courage Miller Partners, LLC |
6 |
Wilmington Trust Co |
6 |
Cibc World Markets Corp |
6 |
Condor Capital Management |
6 |
Green Square Capital Advisors Llc |
6 |
Alpine Woods Capital Investors, Llc |
6 |
Clifford Swan Investment Counsel Llc |
6 |
Amundi |
6 |
West Chester Capital Advisors, Inc |
6 |
Gabelli Funds Llc |
6 |
Schaper Benz & Wise Investment Counsel Inc/wi |
6 |
Perritt Capital Management Inc |
6 |
Insight 2811, Inc. |
6 |
Emory University |
6 |
Financial Engines Advisors L.L.C. |
6 |
Busey Wealth Management |
6 |
Janus Henderson Group Plc |
6 |
Oxford Asset Management Llp |
6 |
Checchi Capital Advisers, LLC |
6 |
LBA Wealth Management, LLC |
6 |
Chelsea Counsel Co |
6 |
Sterneck Capital Management, LLC |
6 |
Driehaus Capital Management Llc |
6 |
Cypress Capital Group |
6 |
Intrepid Capital Management Inc |
6 |
Advisors Capital Management, LLC |
6 |
Aris Wealth Services, Inc. |
6 |
Dorsey & Whitney Trust CO LLC |
6 |
Gruss & Co., LLC |
6 |
Oppenheimer Asset Management Inc. |
6 |
Stevens Capital Management Lp |
6 |
Cabot Wealth Management Inc |
6 |
Gluskin Sheff & Assoc Inc |
6 |
Asset Management One Co., Ltd. |
6 |
Ntv Asset Management Llc |
6 |
Linscomb & Williams, Inc. |
6 |
Integrated Wealth Counsel, Llc |
6 |
Quintium Advisors, LLC |
6 |
Lbmc Investment Advisors, Llc |
6 |
Riggs Asset Managment Co. Inc. |
6 |
North Star Asset Management Inc |
6 |
Waratah Capital Advisors Ltd. |
6 |
Murphy Capital Management Inc |
6 |
Wellington Shields Capital Management, LLC |
6 |
Cornerstone Advisors, Inc. |
6 |
Field & Main Bank |
6 |
Spectrum Asset Management, Inc. (NB/CA) |
6 |
Rockland Trust Co |
6 |
HHG & Company, LLC |
6 |
New England Investment & Retirement Group, Inc. |
6 |
D. Scott Neal, Inc. |
6 |
Personal Capital Advisors Corp |
6 |
RBF Capital, LLC |
6 |
Alesco Advisors Llc |
6 |
Empyrean Capital Partners, LP |
6 |
OTA Financial Group L.P. |
6 |
Waldron Private Wealth LLC |
6 |
Inverness Counsel Llc /ny/ |
6 |
Annex Advisory Services, LLC |
6 |
Baltimore-Washington Financial Advisors, Inc. |
6 |
Shamrock Asset Management LLC |
6 |
Cliftonlarsonallen Wealth Advisors, Llc |
6 |
Hartford Financial Management Inc. |
6 |
Financial Advisory Service, Inc. |
6 |
Menlo Advisors Llc |
6 |
Portfolio Solutions, LLC |
6 |
Capstone Asset Management Co |
6 |
Interactive Financial Advisors |
6 |
Mitsubishi UFJ Trust & Banking Corp |
6 |
Hanlon Investment Management, Inc. |
6 |
Landscape Capital Management, L.l.c. |
6 |
Sterling Global Strategies LLC |
6 |
Artemis Investment Management LLP |
6 |
Arrow Financial Corp |
6 |
United Asset Strategies, Inc. |
6 |
Ferguson Wellman Capital Management, Inc |
6 |
Strategic Wealth Management Inc |
6 |
Russell Frank Co/ |
6 |
Berkshire Asset Management Llc/pa |
6 |
Xponance, Inc. |
6 |
Augustine Asset Management Inc |
6 |
Hemenway Trust Co LLC |
6 |
S. Muoio & Co. Llc |
6 |
Altavista Wealth Management, Inc. |
6 |
Timber Creek Capital Management LLC |
6 |
Sfmg, Llc |
6 |
Telemetry Investments, L.L.C. |
6 |
Hoxton Financial, Inc. |
6 |
Haberer Registered Investment Advisor Inc |
6 |
Rain Capital Management, LLC |
6 |
Armbruster Capital Management, Inc. |
6 |
Moller Financial Services |
6 |
Brevan Howard Capital Management LP |
6 |
Gsa Capital Partners Llp |
6 |
Fma Advisory Inc |
6 |
Cavalier Investments, LLC |
6 |
Hancock Whitney Corp |
6 |
BTG Pactual Global Asset Management Ltd |
6 |
SVA Wealth Management, LLC |
6 |
Dana Investment Advisors, Inc. |
6 |
Integrated Investment Consultants, LLC |
6 |
Permanens Capital L.P. |
6 |
Orbitronix, LP |
6 |
Cubist Systematic Strategies, LLC |
6 |
First National Bank Of Omaha |
6 |
NatWest Group plc |
6 |
Banco BTG Pactual S.A. |
6 |
Andromeda Capital LLC |
6 |
BlueCrest Capital Management LLP |
6 |
Founders Bank & Trust |
6 |
Portfolio Strategies Inc |
6 |
Cable Hill Partners, LLC |
6 |
Glenview Trust Co |
6 |
Banco Santander, S.A. |
6 |
Bristol Advisors, LLC |
6 |
Flaharty Asset Management, LLC |
6 |
Ritholtz Wealth Management |
6 |
PHH Investments, Ltd. |
6 |
Doyle Wealth Management |
6 |
Ridgewood Investments LLC |
6 |
Atlantic Trust, LLC |
6 |
Geneva Partners, LLC |
6 |
Regal Wealth Group, Inc. |
6 |
MPS Loria Financial Planners, LLC |
6 |
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
6 |
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
6 |
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
6 |
Voya Prime Rate Trust |
6 |
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
6 |
EVGBX - Evermore Funds Trust - Evermore Global Value Fund Investor Class |
6 |
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
6 |
Castle Rock Wealth Management, LLC |
6 |
DeDora Capital, Inc. |
6 |
Stansberry Asset Management, Llc |
6 |
Lucia Wealth Services, Llc |
6 |
Aft, Forsyth & Company, Inc. |
6 |
Deer Park Road Corp |
6 |
Wealthshield, Llc |
6 |
Financial Partners Group, Inc |
6 |
Cabana Llc |
6 |
Diametric Capital, LP |
6 |
Inlight Wealth Management, LLC |
6 |
D.B. Root & Company, LLC |
6 |
Windsor Group LTD |
6 |
Marino, Stram & Associates Llc |
6 |
OmniStar Financial Group, Inc. |
6 |
USAdvisors Wealth Management, LLC |
6 |
Wealth Alliance Advisory Group, LLC |
6 |
Whitener Capital Management, Inc. |
6 |
Elmwood Wealth Management, Inc. |
6 |
Quad-Cities Investment Group, LLC |
6 |
Providence Wealth Advisors, LLC |
6 |
Equitable Trust Co |
6 |
Canton Hathaway, LLC |
6 |
PEAK6 Investments LLC |
6 |
Wakefield Asset Management LLLP |
6 |
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
6 |
Titan Capital Management, LLC /CA |
6 |
Dfpg Investments, Llc |
6 |
Legacy Bridge, LLC |
6 |
Nkcfo Llc |
6 |
Concentrum Wealth Management |
6 |
Foresight Wealth Management, LLC |
6 |
First National Bank of South Miami |
6 |
MBM Wealth Consultants, LLC |
6 |
Zions Bancorporation, N.A. |
6 |
Quantinno Capital Management LP |
6 |
Dagco, Inc. |
6 |
Fortem Financial Group, Llc |
6 |
Meridian Wealth Advisors, LLC |
6 |
Black Diamond Financial, LLC |
6 |
Guidance Point Advisors, LLC |
6 |
New World Advisors LLC |
6 |
Capital Financial Planning, LLC |
6 |
Brandywine Oak Private Wealth Llc |
6 |
Gyl Financial Synergies, Llc |
6 |
Cypress Capital, LLC |
6 |
Archetype Wealth Partners |
6 |
Occidental Asset Management, LLC |
6 |
Kmg Fiduciary Partners, Llc |
6 |
Cornerstone Wealth Group, LLC |
6 |
Waddell & Associates, Llc |
6 |
Sound View Wealth Advisors Group, LLC |
6 |
Keudell/Morrison Wealth Management |
6 |
TCF National Bank |
6 |
Cowen Investment Management LLC |
6 |
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
6 |
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
6 |
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
6 |
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
6 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
6 |
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
6 |
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A |
6 |
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF |
6 |
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
6 |
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
6 |
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares |
6 |
Modus Advisors, LLC |
6 |
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
6 |
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
6 |
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund |
6 |
Birch Capital Management, LLC |
6 |
Acorn Financial Advisory Services Inc /adv |
6 |
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
6 |
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
6 |
Provident Wealth Management, LLC |
6 |
Verdence Capital Advisors LLC |
6 |
Cfm Wealth Partners Llc |
6 |
MBE Wealth Management, LLC |
6 |
Cedar Mountain Advisors, LLC |
6 |
XML Financial, LLC |
6 |
Steel Peak Wealth Management LLC |
6 |
Quaker Wealth Management, LLC |
6 |
GFG Capital, LLC |
6 |
TBH Global Asset Management, LLC |
6 |
Mayfair Advisory Group, LLC |
6 |
CBIZ Investment Advisory Services, LLC |
6 |
Soltis Investment Advisors LLC |
6 |
Austin Private Wealth, LLC |
6 |
Vigilare Wealth Management |
6 |
Fure Financial Corp |
6 |
Keebeck Wealth Management, LLC |
6 |
Regent Peak Wealth Advisors LLC |
6 |
Resonant Capital Advisors, LLC |
6 |
HighMark Wealth Management LLC |
6 |
Spotlight Asset Group, Inc. |
6 |
Compass Efficient Model Portfolios, LLC |
6 |
Veracity Capital LLC |
6 |
Wellspring Financial Advisors, LLC |
6 |
APPLX - UNIFIED SERIES TRUST - Appleseed Fund Investor Class |
6 |
USERX - US GLOBAL INVESTORS FUNDS - Gold and Precious Metals Fund |
6 |
Manager Directed Portfolios - Pemberwick Fund Shares |
6 |
TRTY - Cambria ETF Trust - Cambria Trinity ETF |
6 |
GMOM - Cambria ETF Trust - Cambria Global Momentum ETF |
6 |
Atlas Private Wealth Advisors |
6 |
Advisor OS, LLC |
6 |
Tennessee Valley Asset Management Partners |
6 |
GRRIX - SARATOGA ADVANTAGE TRUST - James Alpha Macro Portfolio Class I Shares |
6 |
Baron Financial Group, LLC |
6 |
Journey Advisory Group, LLC |
6 |
Johnson Midwest Financial, LLC |
6 |
IFS Advisors, LLC |
6 |
Lumature Wealth Partners, LLC |
6 |
Montis Financial, LLC |
6 |
Allegheny Financial Group LTD |
6 |
Cadent Capital Advisors, LLC |
6 |
Simplify Asset Management Inc. |
6 |
Woodward Diversified Capital, Llc |
6 |
MBL Wealth, LLC |
6 |
Ritter Daniher Financial Advisory, Llc |
6 |
Tacita Capital Inc |
6 |
Laird Norton Trust Company, Llc |
6 |
Bridge Advisory, LLC |
6 |
Bard Financial Services, Inc. |
6 |
Stonnington Group, Llc |
6 |
Sierra Capital LLC |
6 |
Triumph Capital Management |
6 |
Emfo, Llc |
6 |
Innova Wealth Partners |
6 |
Strategic Asset Management, LLC |
6 |
Praetorian Capital Management LLC |
6 |
Wedmont Private Capital |
6 |
Columbia Advisory Partners Llc |
6 |
Wayfinding Financial, LLC |
6 |
Steward Financial Group LLC |
6 |
Sandy Cove Advisors, LLC |
6 |
Warren Street Wealth Advisors, LLC |
6 |
Prosperity Consulting Group, LLC |
6 |
Collaborative Wealth Managment Inc. |
6 |
Washington Trust Advisors, Inc. |
6 |
True North Advisors, LLC |
6 |
SFG Wealth Management, LLC. |
6 |
New Millennium Group LLC |
6 |
Viewpoint Capital Management LLC |
6 |
Mbb Public Markets I Llc |
6 |
Benchmark Investment Advisors LLC |
6 |
Titleist Asset Management, Ltd. |
6 |
Aspire Wealth Management Corp |
6 |
Mason & Associates Inc |
6 |
Safeguard Financial, LLC |
6 |
Atlas Financial Advisors, Inc. |
6 |
Crown Wealth Group, LLC |
6 |
Ritter Daniher Financial Advisory LLC / DE |
6 |
Plan Group Financial, LLC |
6 |
Schechter Investment Advisors, LLC |
6 |
Stapp Wealth Management, Pllc |
6 |
JDM Financial Group LLC |
6 |
New England Capital Financial Advisors LLC |
6 |
Alliance Wealth Advisors, LLC /UT |
6 |
Koesten, Hirschmann & Crabtree, INC. |
6 |
MRP Capital Investments, LLC |
6 |
Freedom Wealth Alliance, Llc |
6 |
True Wealth Design, LLC |
6 |
Prostatis Group LLC |
6 |
Petra Financial Advisors Inc |
6 |
Whitaker-Myers Wealth Managers, LTD. |
6 |
BIP Wealth, LLC |
6 |
Imprint Wealth LLC |
6 |
PCA Investment Advisory Services Inc. |
6 |
DecisionPoint Financial, LLC |
6 |
Tiaa Trust, National Association |
6 |
Norden Group Llc |
6 |
Vident Advisory, LLC |
6 |
PFS Partners, LLC |
6 |
Morton Capital Management LLC/CA |
6 |
Sapient Capital Llc |
6 |
Savvy Advisors, Inc. |
6 |
Anthracite Investment Company, Inc. |
6 |
Sachetta, LLC |
6 |
LM Advisors LLC |
6 |
Foster Dykema Cabot & Partners, Llc |
6 |
Nepc Llc |
6 |
Able Wealth Management LLC |
6 |
J. Safra Sarasin Holding AG |
6 |
Kings Path Partners LLC |
6 |
Net Worth Advisory Group |
6 |
Quartz Partners, LLC |
6 |
Eq Wealth Advisors, Llc |
6 |
Vantage Point Financial LLC |
6 |
Promus Capital, LLC |
6 |
IMG Wealth Management, Inc. |
6 |
Flagship Wealth Advisors, Llc |
6 |
AssuredPartners Investment Advisors, LLC |
6 |
Maridea Wealth Management LLC |
6 |
Redwood Park Advisors LLC |
6 |
Richards, Merrill & Peterson, Inc. |
6 |
NFP Retirement, Inc. |
6 |
Cary Street Partners Financial Llc |
6 |
Reyes Financial Architecture, Inc. |
6 |
Marshall & Sterling Wealth Advisors Inc. |
6 |
Luminist Capital LLC |
6 |
Fourth Dimension Wealth, LLC |
6 |
Dogwood Wealth Management LLC |
6 |
Kilter Group LLC |
6 |
Wealth Watch Advisors, INC |
6 |
Wealth Management Associates, Inc. |
6 |
Frontier Investment Mgmt Co |
5 |
Altshuler Shaham Ltd |
5 |
Spinnaker Trust |
5 |
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
5 |
Prescott Group Capital Management, L.l.c. |
5 |
Wealthcare Capital Partners, LLC |
5 |
Castle Wealth Management Llc |
5 |
MOOD - EA Series Trust - Relative Sentiment Tactical Allocation ETF |
5 |
Optima Capital Llc |
5 |
South Georgia Capital, Llc |
5 |
Sloy Dahl & Holst, LLC |
5 |
Bulwark Capital Corp |
5 |
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
5 |
Mascagni Wealth Management, Inc. |
5 |
Courage Capital Management Llc |
5 |
Relyea Zuckerberg Hanson LLC |
5 |
Sharper & Granite LLC |
5 |
Praetorian PR LLC |
5 |
Stephens Consulting, LLC |
5 |
361 Capital Llc |
5 |
Fidelis Capital Partners, LLC |
5 |
River Wealth Advisors LLC |
5 |
Belmont Capital, LLC |
5 |
Hurley Capital, LLC |
5 |
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
5 |
Rockport Wealth LLC |
5 |
Arnhold LLC |
5 |
International Private Wealth Advisors LLC |
5 |
RFP Financial Group LLC |
5 |
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
5 |
Octavia Wealth Advisors, LLC |
5 |
Daymark Wealth Partners, Llc |
5 |
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
5 |
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III |
5 |
Pacific Sage Partners, LLC |
5 |
Cedar Wealth Management, LLC |
5 |
Redwood Wealth Management Group, LLC |
5 |
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
5 |
Ellsworth Advisors, LLC |
5 |
TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I |
5 |
Kingstone Capital Partners Texas, LLC |
5 |
NOBOX - Northern Funds - Northern Bond Index Fund |
5 |
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
5 |
Encompass Wealth Advisors, Llc |
5 |
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I |
5 |
Orinda Asset Management LLC |
5 |
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
5 |
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF |
5 |
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund |
5 |
Indiana Trust & Investment Management CO |
5 |
Chicago Capital, LLC |
5 |
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
5 |
Thornburg Investment Management Inc |
5 |
SOL Capital Management CO |
5 |
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
5 |
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF |
5 |
Blue Capital, Inc. |
5 |
Simmons Bank |
5 |
Spectrum Planning & Advisory Services Inc. |
5 |
Rocky Mountain Advisers, Llc |
5 |
Warberg Asset Management LLC |
5 |
Avondale Wealth Management |
5 |
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A |
5 |
Ironwood Investment Counsel, LLC |
5 |
Cassaday & Co Wealth Management LLC |
5 |
Stevens First Principles Investment Advisors |
5 |
Legacy Capital Partners, Inc. |
5 |
EVFCX - World Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund R4 Class Shares |
5 |
Financial & Tax Architects, LLC |
5 |
Security National Trust Co |
5 |
Uhlmann Price Securities, Llc |
5 |
FIL Ltd |
5 |
Northwest Investment Counselors, Llc |
5 |
Garden State Investment Advisory Services LLC |
5 |
Owen LaRue, LLC |
5 |
Beck Capital Management, Llc |
5 |
Mill Creek Capital Advisors, LLC |
5 |
Yahoo Inc |
5 |
Alaska Permanent Capital Management |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares |
5 |
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
5 |
Vontobel Swiss Wealth Advisors AG |
5 |
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
5 |
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
5 |
Signature Wealth Management Group |
5 |
Credential Qtrade Securities Inc. |
5 |
Wildcat Capital Management, LLC |
5 |
Kraft, Davis & Associates, LLC |
5 |
Silverlake Wealth Management Llc |
5 |
Alpha Financial Partners, LLC |
5 |
MD Financial Management Inc. |
5 |
Strait & Sound Wealth Management LLC |
5 |
Aspen Investment Management Inc |
5 |
Callan Family Office, LLC |
5 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund |
5 |
SlateStone Wealth, LLC |
5 |
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
5 |
Searle & Co. |
5 |
Connectus Wealth, LLC |
5 |
Iowa State Bank |
5 |
EVGLX - World Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares |
5 |
Vista Private Wealth Partners. LLC |
5 |
Kernodle & Katon Asset Management Group, LLC |
5 |
SAC Capital Advisors LP |
5 |
CLARET ASSET MANAGEMENT Corp |
5 |
EVFMX - World Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund R4 Class Shares |
5 |
RAAX - VanEck Vectors ETF Trust - VanEck Vectors Real Asset Allocation ETF |
5 |
Edge Advisors, Llc |
5 |
EVFGX - World Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund R4 Class Shares |
5 |
Copley Financial Group, Inc. |
5 |
Oliver Luxxe Assets LLC |
5 |
Zrc Wealth Management, Llc |
5 |
Cornerstone Management, Inc. |
5 |
Bramshill Investments, LLC |
5 |
Forefront Analytics, LLC |
5 |
One + One Wealth Management, Llc |
5 |
Diversify Advisory Services, LLC |
5 |
Retirement Planning Group |
5 |
Ffg Retirement Advisors Llc |
5 |
Estate Counselors, LLC |
5 |
Meitav Dash Investments Ltd |
5 |
Thomasville National Bank |
5 |
National Wealth Management Group, LLC |
5 |
Adventist Health System Sunbelt Healthcare Corp |
5 |
Abacus Planning Group, Inc. |
5 |
Sage Capital Advisors,llc |
5 |
Stonebridge Wealth Management, LLC |
5 |
Bradley & Co. Private Wealth Management, LLC |
5 |
Bellecapital International Ltd. |
5 |
Optiver Holding B.V. |
5 |
Banco Bilbao Vizcaya Argentaria, S.a. |
5 |
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
5 |
Atherton Lane Advisers, Llc |
5 |
Kaizen Financial Strategies |
5 |
Pine River Capital Management L.P. |
5 |
Titus Wealth Management |
5 |
Peak Capital Management Llc |
5 |
Blue Sky Asset Management, LLC |
5 |
Wrapmanager Inc |
5 |
Chase Investment Counsel Corp |
5 |
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF |
5 |
Pallas Capital Advisors LLC |
5 |
Quattro Financial Advisors Llc |
5 |
Cadence Wealth Management LLC |
5 |
BlueChip Wealth Advisors LLC |
5 |
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
5 |
Transcendent Capital Group LLC |
5 |
Bluesphere Advisors, LLC |
5 |
Teacher Retirement System Of Texas |
5 |
MODRX - WisdomTree Digital Trust - WisdomTree Siegel Moderate Digital Fund |
5 |
Abound Financial, Llc |
5 |
Point72 Hong Kong Ltd |
5 |
Scopus Asset Management, L.p. |
5 |
Oder Investment Management, LLC |
5 |
McAdams Wright Ragen, Inc. |
5 |
LNGVX - WisdomTree Digital Trust - WisdomTree Siegel Longevity Digital Fund |
5 |
Banyan Partners, LLC |
5 |
Walled Lake Planning & Wealth Management, Llc |
5 |
Circle Wealth Management, LLC |
5 |
Round Table Services, LLC |
5 |
CFO4Life Group, LLC |
5 |
Capital One Financial Corp |
5 |
New Republic Capital, LLC |
5 |
Northeast Financial Group, Inc. |
5 |
Astor Investment Management LLC |
5 |
Guidance Capital, Inc |
5 |
Knowledge Leaders Capital, LLC |
5 |
B & T Capital Management DBA Alpha Capital Management |
5 |
Prosperity Financial Group, Inc. |
5 |
Prosperity Wealth Management, Inc. |
5 |
Auxano Advisors, LLC |
5 |
Risk Paradigm Group, LLC |
5 |
Hennion & Walsh Asset Management, Inc. |
5 |
Airain ltd |
5 |
Clarity Asset Management, Inc. |
5 |
Stony Point Wealth Management Inc. |
5 |
GSB Wealth Management, LLC |
5 |
Measured Risk Portfolios, Inc. |
5 |
WFA Asset Management Corp |
5 |
Key Group Holdings (cayman), Ltd. |
5 |
Nationwide Fund Advisors |
5 |
JMG Financial Group, Ltd. |
5 |
Annapolis Financial Services, LLC |
5 |
JustInvest LLC |
5 |
Nottingham Advisors, Inc. |
5 |
Summit Global Investments |
5 |
Contravisory Investment Management, Inc. |
5 |
Private Harbour Investment Management & Counsel, LLC |
5 |
Nicholas Hoffman & Company, LLC. |
5 |
Midland Wealth Advisors Llc |
5 |
Invst, LLC |
5 |
Horizon Kinetics LLC |
5 |
L & S Advisors Inc |
5 |
Williams & Novak, LLC |
5 |
Yellowstone Partners, LLC |
5 |
American Investment Services, Inc. |
5 |
Cumberland Advisors Inc |
5 |
One Wealth Advisors, LLC |
5 |
Buck Wealth Strategies, LLC |
5 |
Harbour Capital Advisors, LLC |
5 |
Family Management Corp |
5 |
United Community Bank |
5 |
FundX Investment Group, LLC |
5 |
Revisor Wealth Management LLC |
5 |
Burns Matteson Capital Management, LLC |
5 |
Cowen And Company, Llc |
5 |
Southland Equity Partners LLC |
5 |
Narwhal Capital Management |
5 |
B, B, H, & B Inc. |
5 |
Waverton Investment Management Ltd |
5 |
Jamison Private Wealth Management, Inc. |
5 |
Fortitude Family Office, LLC |
5 |
Dougherty Wealth Advisers LLC |
5 |
Davidson & Garrard Inc |
5 |
Visium Asset Management, LP |
5 |
Glazer Capital, Llc |
5 |
Tiaa Cref Trust Co Fsb/mo |
5 |
Patriot Investment Management Inc. |
5 |
Magnolia Private Wealth, LLC |
5 |
Strategic Financial Services, Inc, |
5 |
Strategic Capital Group LLC |
5 |
Richardson Capital Management LLC |
5 |
Gainplan LLC |
5 |
Beese Fulmer Investment Management, Inc. |
5 |
Fore Research & Management, LP |
5 |
TOWER TRUST Co |
5 |
Hillcrest Wealth Advisors - NY, LLC |
5 |
Custom Index Systems, Llc |
5 |
Alpine Bank Wealth Management |
5 |
Sharkey, Howes & Javer |
5 |
Mizuho Securities Usa Llc |
5 |
Piershale Financial Group, Inc. |
5 |
Andina Capital Management, LLC |
5 |
Vanguard Group Inc |
5 |
Staley Capital Advisers Inc |
5 |
Newport Capital Group, LLC |
5 |
Caz Investments Lp |
5 |
Arcus Capital Partners, LLC |
5 |
Elgethun Capital Management |
5 |
NavPoint Financial, Inc. |
5 |
BigSur Wealth Management LLC |
5 |
Smith, Salley & Associates |
5 |
Hefren-Tillotson, Inc. |
5 |
Cowa, Llc |
5 |
CWM Advisors, LLC |
5 |
Advantage Trust Co |
5 |
Oxford Financial Group Ltd |
5 |
Spectrum Management Group, LLC |
5 |
Discipline Wealth Solutions, LLC |
5 |
Arbiter Partners Capital Management LLC |
5 |
Peoples Financial Services Corp. |
5 |
TD Ameritrade Trust Co |
5 |
Terra Nova Asset Management LLC |
5 |
Reby Advisors, LLC |
5 |
All Terrain Financial Advisors, LLC |
5 |
Cue Financial Group, Inc. |
5 |
Harbor Financial Services, Llc |
5 |
Ceros Financial Services Inc. |
5 |
Mpwm Advisory Solutions, Llc |
5 |
CRA Financial Services, LLC |
5 |
Bbva Usa |
5 |
Mach-1 Financial Group, Inc. |
5 |
Euclid Advisors LLC |
5 |
Berman Capital Advisors, LLC |
5 |
Starfire Investment Advisers, Inc. |
5 |
EVAGX - E-Valuator Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares |
5 |
Barnett & Company, Inc. |
5 |
Scholtz & Company, Llc |
5 |
Novem Group |
5 |
McKinley Carter Wealth Services, Inc. |
5 |
Knuff & Co LLC |
5 |
Phillips Financial Management, Llc |
5 |
Argent Advisors, Inc. |
5 |
EVCLX - E-Valuator Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares |
5 |
Hirtle Callaghan & Co LLC |
5 |
First Pacific Financial |
5 |
Ballentine Partners, LLC |
5 |
EVTTX - E-Valuator Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares |
5 |
Brown Advisory Securities, LLC |
5 |
City Center Advisors, LLC |
5 |
EVGLX - E-Valuator Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares |
5 |
EVMLX - E-Valuator Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares |
5 |
Quantitative Investment Management, LLC |
5 |
EVVLX - E-Valuator Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares |
5 |
RHS Financial, LLC |
5 |
Ray Gerald L & Associates Ltd |
5 |
Amerivest Investment Management LLC |
5 |
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund |
5 |
Custom Portfolio Group LLC |
5 |
Ballast Advisors Llc |
5 |
Roberts Glore & Co Inc /il/ |
5 |
Human Investing LLC |
5 |
Fairfield, Bush & Co. |
5 |
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A |
5 |
AXA PREMIER VIP TRUST - Charter Aggressive Growth Portfolio Class B |
5 |
AXA PREMIER VIP TRUST - Charter Conservative Portfolio Class B |
5 |
AXA PREMIER VIP TRUST - Charter Growth Portfolio Class B |
5 |
AXA PREMIER VIP TRUST - Charter Moderate Portfolio Class B |
5 |
AXA PREMIER VIP TRUST - Charter Moderate Growth Portfolio Class B |
5 |
B&D White Capital Company, LLC |
5 |
SLT Holdings LLC |
5 |
Capital CS Group, LLC |
5 |
Roman Butler Fullerton & Co |
5 |
Principle Wealth Partners Llc |
5 |
NWF Advisory Services Inc. |
5 |
Jordan Park Group LLC |
5 |
Osborn Rohs Williams & Donohoe Ltd |
5 |
Evermore Global Advisors, LLC |
5 |
BancorpSouth Bank |
5 |
Jabre Capital Partners S.A. |
5 |
Schonfeld Group Holdings LLC |
5 |
Core Wealth Advisors, Inc. |
5 |
Beacon Pointe Wealth Advisors, Llc |
5 |
Cushing Capital Partners, LLC |
5 |
Bellevue Asset Management, Llc |
5 |
Crescent Capital Consulting, LLC |
5 |
Harvard Management Co Inc |
5 |
Advanced Asset Management Advisors Inc |
5 |
Independent Portfolio Consultants, Inc. |
5 |
Foster Victor Wealth Advisors, LLC |
5 |
WestEnd Advisors, LLC |
5 |
Holistic Financial Partners |
5 |
Aprio Wealth Management, LLC |
5 |
Keystone Financial Group |
5 |
Salient Capital Advisors, LLC |
5 |
Advance Capital Management, Inc. |
5 |
Wealthstreet Investment Advisors, LLC |
5 |
First National Bank Sioux Falls |
5 |
Centiva Capital, LP |
5 |
Copperwynd Financial, LLC |
5 |
Investment Research & Advisory Group, Inc. |
5 |
Ovata Capital Management Ltd |
5 |
Aries Wealth Management |
5 |
Plancorp, LLC |
5 |
Wick Capital Partners, LLC |
5 |
Intellus Advisors LLC |
5 |
Advent Capital Management /de/ |
5 |
J2 Capital Management Inc |
5 |
Demars Financial Group, LLC |
5 |
Mcdonald Partners Llc |
5 |
Intersect Capital LLC |
5 |
M Wealth Management, LLC |
5 |
Surience Private Wealth Llc |
5 |
Tokio Marine Asset Management Co Ltd |
5 |
Bluestein R H & Co |
5 |
Parcion Private Wealth LLC |
5 |
Financial Advantage, Inc. |
5 |
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
5 |
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
5 |
DALT - Two Roads Shared Trust - Anfield Capital Diversified Alternatives ETF |
5 |
DT Investment Partners, LLC |
5 |
Stonehearth Capital Management, LLC |
5 |
Live Oak Private Wealth LLC |
5 |
Ade, Llc |
5 |
Actinver Wealth Management, Inc. |
5 |
Millstone Evans Group, LLC |
5 |
Oppenheimer & Close, LLC |
5 |
Tamar Securities, LLC |
5 |
Clean Yield Group |
5 |
First Horizon Corp |
5 |
Nicolet Advisory Services, Llc |
5 |
New England Private Wealth Advisors LLC |
5 |
Hillsdale Investment Management Inc. |
5 |
Revolve Wealth Partners, LLC |
5 |
Summit Financial Wealth Advisors, LLC |
5 |
Gotham Asset Management, LLC |
5 |
Isthmus Partners, Llc |
5 |
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
5 |
Thompson Investment Management, Inc. |
5 |
Pinnacle Private Wealth, LLC |
5 |
Greenleaf Trust |
5 |
Stewardship Advisors, LLC |
5 |
Delta Investment Management, LLC |
5 |
HBC Financial Services, PLLC |
5 |
Coulter & Justus Financial Services, LLC |
5 |
Smith & Howard Wealth Management, LLC |
5 |
Advanced Research Investment Solutions, Llc |
5 |
Hedges Asset Management LLC |
5 |
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
5 |
Portola Group Inc /ca |
5 |
Marks Group Wealth Management, Inc |
5 |
Edmond de Rothschild (Europe) |
5 |
Headinvest, Llc |
5 |
Primoris Wealth Advisors, Llc |
5 |
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
5 |
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
5 |
BLB&B Advisors, LLC |
5 |
Pandora Wealth, Inc. |
5 |
ExodusPoint Capital Management, LP |
5 |
Fft Wealth Management Llc |
5 |
Alphadyne Asset Management, LLC |
5 |
Indie Asset Partners, LLC |
5 |
PCG Wealth Advisors, LLC |
5 |
Peak Financial Management, Inc. |
5 |
Lvm Capital Management Ltd/mi |
5 |
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class |
5 |
Horizon Bancorp Inc /in/ |
5 |
Edmond De Rothschild (suisse) S.a. |
5 |
4wealth Advisors, Inc. |
5 |
IAM Advisory, LLC |
5 |
Verde Capital Management |
5 |
Hanson & Doremus Investment Management |
5 |
Strategic Wealth Designers |
5 |
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A |
5 |
Goldstream Capital Management Ltd |
5 |
Symmetry Peak Management Llc |
5 |
West Bancorporation Inc |
5 |
Murphy & Mullick Capital Management Corp |
5 |
Alera Investment Advisors, LLC |
5 |
Williams Jones Wealth Management, LLC. |
5 |
Gunderson Capital Management Inc. |
5 |
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares |
5 |
Robinson Capital Management, Llc |
5 |
Eagle Strategies LLC |
5 |
Rowland Carmichael Advisors Inc /adv |
5 |
Eschler Asset Management LLP |
5 |
JD Financial Services Inc. |
5 |
Castle Financial & Retirement Planning Associates, Inc. |
5 |
Operose Advisors LLC |
5 |
Rockefeller Financial Services Inc |
5 |
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund |
5 |
Cidel Asset Management Inc |
5 |
ShoreHaven Wealth Partners, LLC |
5 |
Avaii Wealth Management, Llc |
5 |
Elevated Capital Advisors, LLC |
5 |
Lighthouse Financial Advisors, Inc. |
5 |
Leelyn Smith, LLC |
5 |
PBMares Wealth Management LLC |
5 |
FSA Advisors, Inc. |
5 |
Sugar Maple Asset Management, LLC |
5 |
Jmac Enterprises Llc |
5 |
Hoese & Co LLP |
5 |
Carlson Capital L P |
5 |
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
5 |
Bivin & Associates, Inc. |
5 |
Lifeworks Advisors, LLC |
5 |
Ogorek Anthony Joseph /ny/ /adv |
5 |
Canal Capital Management, LLC |
5 |
Bourgeon Capital Management Llc |
5 |
Granite Bay Wealth Management, LLC |
5 |
First Citizens Bank & Trust Co |
5 |
Permal Asset Management Llc |
5 |
Investment House Llc |
5 |
Bangor Savings Bank |
5 |
Goldstein Munger & Associates |
5 |
Castellan Group, LLC |
5 |
Zullo Investment Group, Inc. |
5 |
Panagora Asset Management Inc |
5 |
Amitell Capital Pte Ltd |
5 |
Princeton Capital Management Llc |
5 |
3D/L Capital Management, LLC |
5 |
Riggs Capital Management LLC |
5 |
Ulland Investment Advisors, LLC |
5 |
Wealthstar Advisors, Llc |
5 |
Silicon Valley Capital Partners |
5 |
Hager Investment Management Services, Llc |
5 |
First Allied Asset Management, Inc. |
5 |
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
5 |
ERTS Wealth Advisors, LLC |
5 |
First Midwest Bank Trust Division |
5 |
Garrett Wealth Advisory Group, LLC |
5 |
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
5 |
Capital Management Corp /va |
5 |
Hellman Jordan Management Co Inc /ma/ |
5 |
Curran Financial Partners, LLC |
5 |
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
5 |
Compass Financial Services Inc |
5 |
Bank Of Nova Scotia Trust Co |
5 |
Van Den Berg Management I, Inc |
5 |
Magnus Financial Group LLC |
5 |
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
5 |
Psagot Value Holdings Ltd. / (Israel) |
5 |
Meixler Investment Management, Ltd. |
5 |
Comprehensive Financial Consultants Institutional, Inc. |
5 |
American Independence Financial Services LLC |
5 |
City State Bank |
5 |
Bragg Financial Advisors, Inc |
5 |
Generation Capital Management LLC |
5 |
Smith Affiliated Capital Corp. |
5 |
Syverson Strege & Co |
5 |
Provence Wealth Management Group |
5 |
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
5 |
Woodley Farra Manion Portfolio Management Inc |
5 |
Carnegie Capital Asset Management, LLC |
5 |
Sage Investment Advisers LLC |
5 |
Principal Financial Group Inc |
5 |
Draper Asset Management, LLC |
5 |
Comprehensive Financial Planning, Inc./PA |
5 |
Hunter Perkins Capital Management, LLC |
5 |
Pax World Management Llc |
5 |
Heritage Investors Management Corp |
5 |
1620 Investment Advisors, Inc. |
5 |
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
5 |
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
5 |
Wingate Wealth Advisors, Inc. |
5 |
Weiss Asset Management LP |
5 |
Deane Retirement Strategies, Inc. |
5 |
Paragon Advisors, LLC |
4 |
Murchinson Ltd. |
4 |
Stelac Advisory Services LLC |
4 |
Adirondack Retirement Specialists, Inc. |
4 |
Aviance Capital Partners, LLC |
4 |
TrueWealth Advisors, LLC |
4 |
Sage Mountain Advisors LLC |
4 |
Global Wealth Management, LLC |
4 |
BridgePort Financial Solutions, LLC |
4 |
Means Investment Co., Inc. |
4 |
Foster Group, Inc. |
4 |
Lantz Financial LLC |
4 |
Goodwin Investment Advisory |
4 |
RDA Financial Network |
4 |
Papp L Roy & Associates |
4 |
Elkhorn Partners Limited Partnership |
4 |
Pure Portfolios Holdings Llc |
4 |
Palisades Hudson Asset Management, L.P. |
4 |
Bremer Bank National Association |
4 |
Comprehensive Money Management Services LLC |
4 |
TDSC - Exchange Listed Funds Trust - Cabana Target Drawdown 10 ETF |
4 |
Wealth Advisory Solutions, LLC |
4 |
Palisade Capital Management Llc/nj |
4 |
Chiron Capital Management, Llc |
4 |
Gierl Augustine Investment Management Inc |
4 |
Summit Wealth Partners, LLC |
4 |
Rivernorth Capital Management, Llc |
4 |
Rothschild Capital Partners, LLC |
4 |
Heritage Oak Wealth Advisors Llc |
4 |
Kestra Investment Management, LLC |
4 |
Virtus Investment Advisers, Inc. |
4 |
Bnc Wealth Management, Llc |
4 |
Beacon Harbor Wealth Advisors, Inc. |
4 |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
4 |
Tranquility Partners, LLC |
4 |
Shelton Capital Management |
4 |
Sig Brokerage, Lp |
4 |
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
4 |
Windsor Financial Group Llc |
4 |
Centennial Bank/AR/ |
4 |
Madison Investment Holdings Inc |
4 |
Granite FO LLC |
4 |
CAPTX - Capitol Series Trust - Canterbury Portfolio Thermostat Fund Institutional Shares |
4 |
Cazenove Capital Management Ltd |
4 |
John G Ullman & Associates Inc |
4 |
Gardner Lewis Asset Management L P |
4 |
Baltimore-Washington Financial Advisors Inc. |
4 |
Winchester Group Inc. |
4 |
Td Private Client Wealth Llc |
4 |
Schwarz Dygos Wheeler Investment Advisors Llc |
4 |
Afam Capital, Inc. |
4 |
BTG Pactual Asset Management US LLC |
4 |
CLERX - ADVISORONE FUNDS - CLS Growth and Income Fund Class N |
4 |
Bridgecreek Investment Management, LLC |
4 |
Violich Capital Management, Inc. |
4 |
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares |
4 |
Horst & Graben Wealth Management LLC |
4 |
Black Point Wealth Management |
4 |
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares |
4 |
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class |
4 |
Eagle Asset Management Inc |
4 |
Adirondack Trust Co |
4 |
TFAFX - Collaborative Investment Series Trust - Tactical Growth Allocation Fund Class I |
4 |
Knightsbridge Asset Management, Llc |
4 |
RQIAX - NORTHERN LIGHTS FUND TRUST III - RESQ Strategic Income Fund Class A Shares |
4 |
UNWPX - US GLOBAL INVESTORS FUNDS - World Precious Minerals Fund |
4 |
Hardin Capital Partners, LLC |
4 |
EVVCX - World Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund R4 Class Shares |
4 |
Vaughan David Investments Inc/il |
4 |
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares |
4 |
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares |
4 |
Old Mutual Global Investors (UK) Ltd. |
4 |
Mandatum Life Insurance Co Ltd |
4 |
Jackson Square Capital, Llc |
4 |
Carret Asset Management, Llc |
4 |
Northstar Investment Advisors Llc |
4 |
Daiwa Capital Markets America Inc. |
4 |
Silver Bridge Capital Management LLC |
4 |
Johanson Financial Advisors, Inc. |
4 |
Graypoint LLC |
4 |
LCR - LEUTHOLD FUNDS INC - Leuthold Core ETF |
4 |
Barnes Dennig Private Wealth Management LLC |
4 |
Walter & Keenan Financial Consulting Co /mi/ /adv |
4 |
Magnolia Capital Advisors Llc |
4 |
Westshore Wealth, LLC |
4 |
Tempus Wealth Planning, LLC |
4 |
Cadinha & Co Llc |
4 |
360 Financial, Inc. |
4 |
Adams Chetwood Wealth Management LLC |
4 |
Maltin Wealth Management, Inc. |
4 |
Chicago Wealth Management, Inc. |
4 |
Capstone Financial Advisors, Inc. |
4 |
Buffington Mohr McNeal |
4 |
Estabrook Capital Management |
4 |
Lionsbridge Wealth Management LLC |
4 |
Harfst & Associates, Inc. |
4 |
Orgel Wealth Management, LLC |
4 |
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A |
4 |
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A |
4 |
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A |
4 |
Northwest Bancshares, Inc. |
4 |
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
4 |
Orleans Capital Management Corp/la |
4 |
Seven Post Investment Office LP |
4 |
Adage Capital Partners Gp, L.l.c. |
4 |
Fiduciary Planning LLC |
4 |
Pictet Asset Management Ltd |
4 |
Monaco Asset Management SAM |
4 |
Arbor Investment Advisors, LLC |
4 |
Sculati Wealth Management, LLC |
4 |
Lion Street Advisors, LLC |
4 |
Ameraudi Asset Management, Inc. |
4 |
Sharp Financial Services, LLC |
4 |
HC Advisors, LLC |
4 |
Financial Strategies Group, Inc. |
4 |
Independent Family Office, LLC |
4 |
Ascension Capital Advisors, Inc. |
4 |
Soros Capital Management Llc |
4 |
Lynx Investment Advisory |
4 |
Brown, Lisle/cummings, Inc. |
4 |
Moser Wealth Advisors, LLC |
4 |
Marble Harbor Investment Counsel, LLC |
4 |
SPC Financial, Inc. |
4 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
4 |
Bridgewealth Advisory Group, LLC |
4 |
Cascadia Advisory Services, LLC |
4 |
Watson Rebecca |
4 |
Islay Capital Management, Llc |
4 |
Whitnell & Co. |
4 |
Breakwater Investment Management |
4 |
Powell Investment Advisors, LLC |
4 |
Alexander Labrunerie & Co., Inc. |
4 |
20/20 Capital Management, Inc. |
4 |
Ferguson Shapiro LLC |
4 |
Parkwood LLC |
4 |
BARING ASSET MANAGEMENT Ltd |
4 |
Great Diamond Partners, LLC |
4 |
Clg Llc |
4 |
Mizuho Bank, Ltd. |
4 |
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A |
4 |
Alps Advisors Inc |
4 |
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
4 |
Watts Gwilliam & Co., LLC |
4 |
Pictet & Cie (Europe) SA |
4 |
Prairie Wealth Advisors, Inc. |
4 |
Proffitt & Goodson Inc |
4 |
Clark Asset Management, LLC |
4 |
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio |
4 |
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I |
4 |
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
4 |
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
4 |
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
4 |
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
4 |
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
4 |
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
4 |
ICONIQ Capital, LLC |
4 |
Welch Group, LLC |
4 |
Lorem Ipsum Management, LLC |
4 |
POM Investment Strategies, LLC |
4 |
Traphagen Investment Advisors Llc |
4 |
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF |
4 |
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A |
4 |
Mowery & Schoenfeld Wealth Management, LLC |
4 |
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
4 |
Segantii Capital Management Ltd |
4 |
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund |
4 |
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
4 |
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
4 |
A. D. Beadell Investment Counsel, Inc. |
4 |
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
4 |
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
4 |
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
4 |
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
4 |
ACSKX - American Century Investment Trust - Short Duration Fund C Class |
4 |
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class |
4 |
Bruderman Asset Management, LLC |
4 |
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
4 |
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A |
4 |
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
4 |
Ckw Financial Group |
4 |
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
4 |
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
4 |
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
4 |
Patten & Patten Inc/tn |
4 |
Usa Mutuals Advisors, Inc. |
4 |
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
4 |
Moody Lynn & Lieberson, Llc |
4 |
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
4 |
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
4 |
Acropolis Investment Management, LLC |
4 |
FirstMerit Bank N A Trustee |
4 |
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
4 |
Magnetar Financial LLC |
4 |
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
4 |
Meristem Family Wealth, LLC |
4 |
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
4 |
TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I |
4 |
PDPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Alternatives Diversifier Fund Class A |
4 |
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
4 |
LCAIX - LAZARD FUNDS INC - Lazard Opportunistic Strategies Portfolio Institutional Shares |
4 |
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares |
4 |
Kelman-Lazarov, Inc. |
4 |
Camelot Technology Advisors, Inc. |
4 |
Embree Financial Group |
4 |
Fairway Wealth LLC |
4 |
Edge Financial Advisors LLC |
4 |
Donald L. Hagan, LLC |
4 |
High Falls Advisors, Inc |
4 |
Financial Synergies Wealth Advisors, Inc. |
4 |
Stadion Money Management, LLC |
4 |
Azzad Asset Management Inc /adv |
4 |
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF |
4 |
Summit Equities Inc |
4 |
waypoint wealth counsel |
4 |
Community Bank System, Inc. |
4 |
Cobble Hill Financial Services, INC |
4 |
EQTYX - WisdomTree Digital Trust - WisdomTree Siegel Global Equity Digital Fund |
4 |
Legg Mason Investment Counsel & Trust Co., N.A. |
4 |
Lonestar Capital Management LLC |
4 |
Lansdowne Partners (uk) Llp |
4 |
Lakewood Capital Management, Lp |
4 |
JBF Capital, Inc. |
4 |
683 Capital Management, LLC |
4 |
Signator Financial Services, Inc. |
4 |
Moab Capital Partners LLC |
4 |
Axel Capital Management, LLC |
4 |
Quadcap Wealth Management, LLC |
4 |
Alerus Financial Na |
4 |
Hutchin Hill Capital, LP |
4 |
Sollinda Capital Management LLC |
4 |
Capitolis Liquid Global Markets LLC |
4 |
Highwater Wealth Management, LLC |
4 |
Christopher J. Hasenberg, Inc |
4 |
Fairview Capital Investment Management, Llc |
4 |
Amida Capital Management II, LLC |
4 |
Old Point Trust & Financial Services N A |
4 |
Long Wharf Investors, Inc. |
4 |
Levitt Capital Management LLC |
4 |
Abich Financial Wealth Management LLC |
4 |
Ehrlich Financial Group |
4 |
Stratford Consulting, LLC |
4 |
Essex Investment Management Co Llc |
4 |
Rikoon Group, LLC |
4 |
Apollon Financial, LLC |
4 |
Burkett Financial Services, Llc |
4 |
O'Brien Wealth Partners LLC |
4 |
Connecticut Wealth Management, LLC |
4 |
Linden Advisors Lp |
4 |
RGT Wealth Advisors, LLC |
4 |
Bnp Paribas |
4 |
Jd Capital Management Llc |
4 |
Noven Financial Group, Inc. |
4 |
Putnam Investments Llc |
4 |
Chiron Investment Management, LLC |
4 |
Farmers & Merchants Trust Co of Chambersburg PA |
4 |
Cnh Partners Llc |
4 |
Peak6 Llc |
4 |
Abbrea Capital, LLC |
4 |
New Capital Management LP |
4 |
MeadowBrook Investment Advisors LLC |
4 |
Eagle Global Advisors Llc |
4 |
Bare Financial Services, Inc |
4 |
DiNuzzo Private Wealth, Inc. |
4 |
Gilliland Jeter Wealth Management LLC |
4 |
Wetzel Investment Advisors, Inc. |
4 |
Rakuten Securities, Inc. |
4 |
Private Client Services, Llc |
4 |
Riverpoint Wealth Management Holdings, LLC |
4 |
Saxony Capital Management, LLC |
4 |
Greenwich Wealth Management LLC |
4 |
1st Global Advisors, Inc. |
4 |
Lucas Capital Management |
4 |
Pacific Financial Group Inc |
4 |
Capital Management Associates, Inc |
4 |
Periscope Capital Inc. |
4 |
Arvest Investments, Inc. |
4 |
Maven Securities LTD |
4 |
Cedrus LLC |
4 |
Towneley Capital Management, Inc / DE |
4 |
Bcm Advisors, Llc |
4 |
Bruce G. Allen Investments, LLC |
4 |
Lone Pine Capital Llc |
4 |
Sumitomo Mitsui Financial Group, Inc. |
4 |
Moss Adams Wealth Advisors LLC |
4 |
Lombard Odier Asset Management (USA) Corp |
4 |
RB Capital Management, LLC |
4 |
Narus Financial Partners, LLC |
4 |
Holos Integrated Wealth LLC |
4 |
Vestor Capital, Llc |
4 |
W.G. Shaheen & Associates DBA Whitney & Co |
4 |
Segment Wealth Management, LLC |
4 |
Pictet Asset Management Holding SA |
4 |
Millie Capital Management, Llc |
4 |
Strategic Advocates LLC |
4 |
Global X Management CO LLC |
4 |
Peoples Bank/KS |
4 |
Intrinsic Edge Capital Management LLC |
4 |
Fernwood Investment Management, LLC |
4 |
Cobblestone Asset Management LLC |
4 |
Overland Advisors, LLC |
4 |
Catawba Capital Management /va |
4 |
Saiers Capital, LLC |
4 |
Anderson Financial Strategies, LLC |
4 |
Halpern Financial, Inc. |
4 |
Infrastructure Capital Advisors, Llc |
4 |
Winfield Associates, Inc. |
4 |
Lincoln Capital Corp |
4 |
Family Capital Trust Co |
4 |
Portside Wealth Group, LLC |
4 |
Heritage Trust Co |
4 |
Stock Yards Bank & Trust Co |
4 |
PenderFund Capital Management Ltd. |
4 |
Myecfo, Llc |
4 |
Meritage Portfolio Management |
4 |
Paracle Advisors, LLC |
4 |
Dimension Capital Management Llc |
4 |
Financial Consulate, Inc |
4 |
Spot Trading L.l.c. |
4 |
Crescent Grove Advisors, LLC |
4 |
McNamara Financial Services, Inc. |
4 |
DORCHESTER WEALTH MANAGEMENT Co |
4 |
Pendal Group Ltd |
4 |
Summit X, LLC |
4 |
Brown Shipley& Co Ltd |
4 |
Amussen Hunsaker Associates Llc |
4 |
Sumitomo Mitsui DS Asset Management Company, Ltd |
4 |
Nilsine Partners, LLC |
4 |
Donoghue Forlines LLC |
4 |
Trutina Financial LLC |
4 |
Cumberland Partners Ltd |
4 |
QVOY - Ultimus Managers Trust - Q3 All-Season Active Rotation ETF |
4 |
Fifth Third Wealth Advisors LLC |
4 |
CHURCHILL MANAGEMENT Corp |
4 |
Valicenti Advisory Services Inc |
4 |
Affiance Financial, LLC |
4 |
Eton Park Capital Management, L.P. |
4 |
First Financial Bank - Trust Division |
4 |
Panoramic Investment Advisors, Llc |
4 |
Townsend & Associates, Inc |
4 |
Acrospire Investment Management LLC |
4 |
Blue Fin Capital, Inc. |
4 |
Berkshire Money Management, Inc. |
4 |
Price Wealth Management, Inc. |
4 |
Clarius Group, LLC |
4 |
Liberty Capital Management, Inc. |
4 |
Ruedi Wealth Management, Inc. |
4 |
Compass Wealth Management LLC |
4 |
Linden Thomas Advisory Services, LLC |
4 |
Commonwealth Bank Of Australia |
4 |
AMP Capital Investors Ltd |
4 |
AlphaQ Advisors LLC |
4 |
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
4 |
Weatherstone Capital Management |
4 |
Callan Capital, LLC |
4 |
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
4 |
Grey Fox Wealth Advisors, LLC |
4 |
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
4 |
Oversea-Chinese Banking CORP Ltd |
4 |
Sonoma Private Wealth LLC |
4 |
BBT Capital Management, LLC |
4 |
HITE Hedge Asset Management LLC |
4 |
Jacobus Wealth Management, Inc. |
4 |
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
4 |
Herr Investment Group LLC |
4 |
Bedell Frazier Investment Counseling, LLC |
4 |
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
4 |
Braver Wealth Management, LLC |
4 |
Family Legacy Financial Solutions, LLC |
4 |
Kades & Cheifetz LLC |
4 |
Lodestar Private Asset Management Llc |
4 |
Litman Gregory Asset Management LLC |
4 |
Breakwater Capital Group |
4 |
Icon Wealth Advisors, LLC |
4 |
Trifecta Capital Advisors, LLC |
4 |
Sentinus, LLC |
4 |
Brewin Dolphin Wealth Management Ltd |
4 |
Essential Planning, LLC. |
4 |
Citizens Business Bank |
4 |
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
4 |
Horizons Wealth Management |
4 |
Triangle Securities Wealth Management |
4 |
January Capital Advisors LLC |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
4 |
IWIN - Amplify ETF Trust - Amplify Inflation Fighter ETF |
4 |
Finer Wealth Management, Inc. |
4 |
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A |
4 |
Spartan Fund Management Inc. |
4 |
Cape Cod Five Cents Savings Bank |
4 |
Defined Financial Planning LLC |
4 |
Entruity Wealth, LLC |
4 |
Jupiter Asset Management Ltd |
4 |
Angeles Wealth Management, Llc |
4 |
Templeton Global Income Fund |
4 |
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
4 |
Stephen J. Garry & Associates, Llc |
4 |
Highland Capital Management Fund Advisors, L.p. |
4 |
Mechanics Financial Corp |
4 |
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
4 |
Hazlett, Burt & Watson, Inc. |
4 |
Farmers Trust Co |
4 |
Braeside Investments, LLC |
4 |
Trust For Advisor Solutions |
4 |
EisnerAmper Wealth Management Corporate Benefits, LLC |
4 |
Hourglass Capital, Llc |
4 |
Twelve Points Wealth Management LLC |
4 |
Scharf Investments, Llc |
4 |
Penbrook Management LLC |
4 |
Ctc Llc |
4 |
Capital Advantage, Inc. |
4 |
Vantage Financial Partners, LLC |
4 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
4 |
Key Client Fiduciary Advisors, LLC |
4 |
Ascent Group, LLC |
4 |
Park National Corp /oh/ |
4 |
Capasso Planning Partners LLC |
4 |
Monroe Bank & Trust/mi |
4 |
Rinkey Investments |
4 |
Denver Wealth Management, Inc. |
4 |
Canal Insurance CO |
4 |
First Community Trust Na |
4 |
ETF Store, Inc. |
4 |
Agf Investments Inc. |
4 |
Altfest L J & Co Inc |
4 |
Girard Securities, Inc. |
4 |
5th Street Advisors, LLC |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
4 |
Sinecera Capital, Llc |
4 |
Sender Co & Partners, Inc. |
4 |
Keystone Wealth Services, LLC |
4 |
WMG Financial Advisors, LLC |
4 |
Crow Point Partners, LLC |
4 |
Gordian Capital Singapore Pte Ltd |
4 |
Aldebaran Financial Inc. |
4 |
Endowment Wealth Management, Inc. |
4 |
Axiom Advisory, LLC |
4 |
Krs Capital Management, Llc |
4 |
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares |
4 |
Investment Advisory Group, LLC |
4 |
CPR Investments Inc. |
4 |
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
4 |
Montecito Bank & Trust |
4 |
Trexquant Investment LP |
4 |
Sonora Investment Management Group, LLC |
4 |
Fcg Advisors, Llc |
4 |
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
4 |
Joseph Group Capital Management |
4 |
Guardian Capital Advisors Lp |
4 |
Shore Point Advisors, LLC |
4 |
Quantum Capital Management, LLC / NJ |
4 |
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
4 |
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
4 |
Ameliora Wealth Management Ltd. |
4 |
Acadian Asset Management Llc |
4 |
Stegent Equity Advisors, Inc. |
4 |
Dividend Asset Capital, Llc |
4 |
Graney & King, LLC |
4 |
Alamea Verwaltungs GmbH |
4 |
Zimmermann Investment Management & Planning Llc |
4 |
Kathleen S. Wright Associates Inc. |
4 |
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
4 |
Guardian Partners Inc. |
4 |
HOM - NORTHERN LIGHTS FUND TRUST II - LifeGoal Home Down Payment Investment ETF |
4 |
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares |
4 |
WLTH - NORTHERN LIGHTS FUND TRUST II - LifeGoal Wealth Builder ETF |
4 |
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
4 |
Maxi Investments CY Ltd |
4 |
Reuter James Wealth Management, Llc |
4 |
Underlying Funds Trust |
4 |
Melone Private Wealth, LLC |
4 |
Retirement Income Solutions, Inc |
4 |
PrairieView Partners, LLC |
4 |
Fragasso Group Inc. |
4 |
Naples Global Advisors, Llc |
4 |
Sanctuary Wealth Management, L.L.C. |
4 |
Virginia Wealth Management Group, Inc. |
4 |
Clear Street Llc |
4 |
North Forty Two & Co. |
4 |
Jain Global LLC |
4 |
Paladin Advisory Group, LLC |
4 |
Lake Hills Wealth Management, LLC |
4 |
Gryphon Financial Partners LLC |
4 |
TFAZX - Tactical Investment Series Trust - TFA Tactical Income Fund Class I |
4 |
Belmont Global Advisors, Inc. |
4 |
Badgley Phelps Wealth Managers, LLC |
4 |
IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares |
4 |
Atala Financial Inc |
4 |
Williams Jones & Associates LLC |
4 |
Capital Group Private Client Services, Inc. |
4 |
Miller Financial Services LLC |
4 |
Santori & Peters, Inc. |
4 |
Addison Capital Co |
4 |
Capital Wealth Management, Llc |
4 |
Midwest Professional Planners, LTD. |
4 |
Poehling Capital Management, LLC |
4 |
Eubel Brady & Suttman Asset Management Inc |
4 |
Parisi Gray Wealth Management |
4 |
Clare Market Investments LLC |
4 |
Rand Wealth, Llc |
4 |
Icon Wealth Partners, LLC |
4 |
Botty Investors LLC |
4 |
ARS Wealth Advisors Group, LLC |
4 |
Threadgill Financial, Llc |
4 |
McElhenny Sheffield Capital Management, LLC |
4 |
SCP Investment, LP |
4 |
Truewealth Llc |
4 |
Whalerock Point Partners, Llc |
4 |
Blackhawk Capital Partners LLC. |
4 |
Zurcher Kantonalbank (Zurich Cantonalbank) |
4 |
Fluent Financial, LLC |
4 |
Gradient Capital Advisors, LLC |
4 |
Emerald Mutual Fund Advisers Trust |
4 |
Rialto Wealth Management, LLC |
4 |
PDS Planning, Inc |
4 |
Parsec Financial Management, Inc. |
4 |
Foster Dykema Cabot & Co Inc/ma |
4 |
Eisler Capital (UK) Ltd. |
4 |
Nissay Asset Management Corp /japan/ /adv |
4 |
Summit Capital Management Llc |
4 |
Lcnb Corp |
4 |
G&S Capital LLC |
4 |
All Season Financial Advisors, Inc. |
4 |
B. Riley Financial, Inc. |
4 |
Zions Bancorporation |
4 |
Bank of New Hampshire |
4 |
BankPlus Trust Department |
4 |
Keystone Global Partners, LLC |
4 |
Kendall Capital Management |
4 |
Harvest Capital Management Inc |
4 |
MBA Advisors LLC |
4 |
Investment Management Corp /va/ /adv |
4 |
Weatherly Asset Management L. P. |
4 |
Hallmark Capital Management Inc |
4 |
Palumbo Wealth Management LLC |
4 |
Shufro Rose & Co Llc |
4 |
Centricity Wealth Management, LLC |
4 |
Lord & Richards Wealth Management, LLC |
4 |
Stringer Asset Management, Llc |
4 |
Friedenthal Financial |
4 |
Iron Financial, LLC |
4 |
Burleson & Company, LLC |
4 |
Harvest Group Wealth Management, Llc |
4 |
TigerOak Management, L.L.C. |
4 |
Capital Advisors Wealth Management, LLC |
4 |
Willis Johnson & Associates, Inc. |
4 |
Guardian Point Capital, Lp |
4 |
IronBridge Private Wealth, LLC |
4 |
KC Investment Advisors, LLC |
4 |
Patron Partners Advisors, Llc |
4 |
Bennicas & Associates, Inc. |
4 |
Geier Asset Management, Inc. |
4 |
Sage Private Wealth Group, Llc |
4 |
Altium Wealth Management LLC |
4 |
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF |
4 |
Minichmacgregor Wealth Management, Llc |
4 |
Blueprint Financial Advisors LLC |
4 |
Sagil Capital Llp |
4 |
Bridgewater Associates, LP |
4 |
Brand Asset Management Group, Inc. |
4 |
Orion Capital Management LLC |
4 |
Fund Evaluation Group, LLC |
4 |
Financial Life Planners |
4 |
Oregon Pacific Wealth Management, LLC |
4 |
Paul R. Ried Financial Group, LLC |
4 |
Cozad Asset Management Inc |
4 |
Cambridge Associates Llc /ma/ /adv |
4 |
LFA - Lugano Financial Advisors SA |
4 |
Klingenstein Fields & Co Lp |
4 |
Old Port Advisors |
4 |
1st Source Bank |
4 |
United Capital Management of KS, Inc. |
4 |
Crestone Asset Management LLC |
4 |
Asset Advisors Investment Management, LLC |
4 |
Freedman Financial Associates, Inc. |
4 |
Benchmark Financial Wealth Advisors, LLC |
4 |
Ciovacco Capital Management LLC |
4 |
BTC Capital Management, Inc. |
4 |
Onyx Bridge Wealth Group LLC |
4 |
Investment Partners Asset Management, Inc. |
4 |
Kelly Lawrence W & Associates Inc/ca |
4 |
Richard Bernstein Advisors LLC |
4 |
Swmg, Llc |
4 |
Strategic Wealth Management Group, LLC |
4 |
Employees Retirement System of Texas |
4 |
Kynikos Associates LP |
4 |
Putney Financial Group LLC |
4 |
CoreFirst Bank & Trust |
4 |
Financial Strategy Network, LLC |
4 |
Private Bank & Trust Co |
4 |
True Link Financial Advisors, LLC |
4 |
Lee Danner & Bass Inc |
4 |
Madison Wealth Partners, Inc |
4 |
GABELLI & Co INVESTMENT ADVISERS, INC. |
4 |
Brooks, Moore & Associates, Inc. |
4 |
Summit Financial Strategies, Inc. |
4 |
Econ Financial Services Corp |
4 |
Sandbox Financial Partners, LLC |
4 |
Cathy Pareto & Associates, Inc |
4 |
Old North State Trust, LLC |
4 |
Oak Family Advisors, Llc |
4 |
Ulysses Management LLC |
4 |
Envision Financial LLC |
4 |
Insight Wealth Strategies, LLC |
4 |
Sargent Investment Group, LLC |
4 |
Keystone Financial Planning, Inc. |
4 |
Filament LLC |
4 |
Florida Financial Advisors, Llc |
4 |
Canada Pension Plan Investment Board |
4 |
Strategic Investment Management, Llc |
4 |
Garnet Equity Capital Holdings, Inc. |
4 |
Cary Street Partners Asset Management Llc |
4 |
Collective Family Office Llc |
4 |
CSat Investment Advisory, L.P. |
4 |
Cadence Bank Na |
4 |
PRW Wealth Management LLC |
4 |
Abundance Wealth Counselors |
4 |
Mma Asset Management Llc |
4 |
Graybill Bartz & Assoc Ltd |
4 |
Cambrian Capital Limited Partnership |
4 |
Lehman & Derafelo Financial Resources LLC |
4 |
LifeWealth Investments, LLC |
4 |
Reliance Trust Co Of Delaware |
4 |
Alta Wealth Advisors LLC |
4 |
Voloridge Investment Management, Llc |
4 |
San Luis Wealth Advisors LLC |
4 |
Elios Financial Group Inc. |
4 |
Everstar Asset Management, LLC |
4 |
Rye Brook Capital LLC |
4 |
Stableford Capital Ii Llc |
4 |
Proactive Wealth Strategies LLC |
4 |
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
4 |
Novak Financial Planning, LLC |
4 |
West Financial Advisors, LLC |
4 |
Edge Capital Group, LLC |
4 |
America First Investment Advisors, LLC |
4 |
High Note Wealth, LLC |
4 |
Clarfeld Financial Advisors, Llc |
4 |
McCarthy Asset Management, Inc. |
4 |
Avos Capital Management, LLC |
4 |
Birchcreek Wealth Management, LLC |
4 |
Total Wealth Planning & Management, Inc. |
4 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
3 |
Jessup Wealth Management, Inc |
3 |
Aegis Financial Corp |
3 |
Integrated Capital Management, Inc. |
3 |
Moulton Wealth Management, Inc |
3 |
Schneider Downs Wealth Management Advisors, LP |
3 |
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class |
3 |
Silicon Hills Wealth Management, LLC |
3 |
TCP Asset Management, LLC |
3 |
Sumit Capital, Llc |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
3 |
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF |
3 |
West Family Investments, Inc. |
3 |
Kfg Wealth Management, Llc |
3 |
Glaxis Capital Management, LLC |
3 |
Harber Asset Management Llc |
3 |
Davidson Kempner Capital Management Lp |
3 |
Retirement Financial Solutions, Llc |
3 |
Napier Park Global Capital (US) LP |
3 |
Weaver C. Barksdale & Associates, Inc. |
3 |
M1 Capital Management LLC |
3 |
Coordinated Financial Services, Inc./CO |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class |
3 |
Align Wealth Management, LLC |
3 |
Winton Capital Group Ltd |
3 |
Marathon Capital Management |
3 |
JGP Wealth Management, LLC |
3 |
Wealth Architects, LLC |
3 |
MGO Private Wealth, LLC |
3 |
Drw Securities, L.l.c. |
3 |
Arkfeld Wealth Strategies, L.L.C. |
3 |
LifePro Asset Management |
3 |
Lee Capital Holdings LLC |
3 |
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
3 |
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
3 |
Public Sector Pension Investment Board |
3 |
TMD Wealth Management, LLC |
3 |
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I |
3 |
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A |
3 |
Colony Family Offices, LLC |
3 |
WJ Interests, LLC |
3 |
Tradewinds, LLC. |
3 |
Weitzel Financial Services, Inc. |
3 |
Kondo Wealth Advisors, Inc. |
3 |
Healthcare Value Capital, LLC |
3 |
Tevis Investment Management |
3 |
Warwick Investment Management, Inc. |
3 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
3 |
Altus Capital Inc. |
3 |
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A |
3 |
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund |
3 |
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
3 |
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
3 |
American Asset Management Inc. |
3 |
Turner Investments, L.p. |
3 |
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund |
3 |
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF |
3 |
Telos Capital Management, Inc. |
3 |
Alteri Wealth LLC |
3 |
Cramer Rosenthal Mcglynn Llc |
3 |
Obsidian Personal Planning Solutions LLC |
3 |
Heritage Financial Services, LLC |
3 |
Strs Ohio |
3 |
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF |
3 |
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
3 |
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund |
3 |
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
3 |
Colonial River Wealth Management, LLC |
3 |
Bbr Partners, Llc |
3 |
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
3 |
Durante & Waters, Llc |
3 |
MSVX - ETF Series Solutions - LHA Market State Alpha Seeker ETF |
3 |
Financial Guidance Group, Inc. |
3 |
CIBC Asset Management Inc |
3 |
Round Rock Advisors, LLC |
3 |
Whitebox Advisors Llc |
3 |
Forward Management, LLC |
3 |
KG&L Capital Management,LLC |
3 |
Efficient Market Advisors, LLC |
3 |
Sagespring Wealth Partners, Llc |
3 |
Cowen Prime Services LLC |
3 |
Highland Private Wealth Management |
3 |
Permit Capital Advisors, LLC |
3 |
Bahl & Gaynor Inc |
3 |
4J Wealth Management LLC |
3 |
Flagship Private Wealth, LLC |
3 |
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
3 |
Mckinley Capital Management Llc /delaware |
3 |
SS&H Financial Advisors, Inc. |
3 |
Hexavest Inc. |
3 |
Marex Group plc |
3 |
Commons Capital, Llc |
3 |
Alpha Square Group S, LLC |
3 |
PICTET BANK & TRUST Ltd |
3 |
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A |
3 |
Blue Chip Partners, Inc. |
3 |
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
3 |
IPFF - iSHARES TRUST - iShares International Preferred Stock ETF |
3 |
Ontario Teachers Pension Plan Board |
3 |
Caliber Wealth Management, LLC / KS |
3 |
Washington Growth Strategies Llc |
3 |
Wealth Dimensions Group, Ltd. |
3 |
Trust Co Of Virginia /va |
3 |
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
3 |
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A |
3 |
BKA Wealth Consulting, Inc. |
3 |
ProShare Advisors LLC |
3 |
Sterling Investment Counsel, LLC |
3 |
Atom Investors LP |
3 |
Paladin Wealth, LLC |
3 |
Paragon Private Wealth Management, LLC |
3 |
Objective Capital Management, LLC |
3 |
Walker Asset Management, LLC |
3 |
Bernard Wealth Management Corp. |
3 |
Capstone Wealth Management Group, Llc |
3 |
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
3 |
WorthPointe, LLC |
3 |
Montz Harcus Wealth Management LLC |
3 |
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
3 |
Westfield Capital Management Co Lp |
3 |
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
3 |
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
3 |
OneAscent Wealth Management LLC |
3 |
Graticule Asia Macro Advisors LLC |
3 |
Strive Asset Management, LLC |
3 |
LVZ Advisors, Inc. |
3 |
Fort Washington Investment Advisors Inc /oh/ |
3 |
Source Financial Advisors LLC |
3 |
Security Financial Services, INC. |
3 |
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
3 |
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
3 |
Investors Financial Group, LLC |
3 |
Ashton Thomas Securities, Llc |
3 |
jvl associates llc |
3 |
Sassicaia Capital Advisers Llc |
3 |
Polymer Capital Management (US) LLC |
3 |
F/M Investments LLC |
3 |
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
3 |
Round Table Investment Management Company, Lp |
3 |
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares |
3 |
Cypress Point Wealth Management, LLC |
3 |
CLSAX - ADVISORONE FUNDS - CLS Global Diversified Equity Fund Class N |
3 |
Kerrisdale Advisers, LLC |
3 |
Bullseye Investment Management, LLC |
3 |
Byrne Asset Management LLC |
3 |
Alaska Permanent Fund Corp |
3 |
Folger Hill Asset Management LP |
3 |
Vance Wealth, Inc. |
3 |
LWM Advisory Services, LLC |
3 |
Forbes Financial Planning, Inc. |
3 |
Sunbeam Capital Management, LLC |
3 |
Concorde Financial Corp |
3 |
EDGH - Advisors' Inner Circle Fund II - 3EDGE Dynamic Hard Assets ETF |
3 |
Mjp Associates Inc /adv |
3 |
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
3 |
Hollow Brook Wealth Management LLC |
3 |
Beck Bode, LLC |
3 |
Autumn Glory Partners, LLC |
3 |
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A |
3 |
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
3 |
Berkley W R Corp |
3 |
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF |
3 |
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares |
3 |
Certior Financial Group, Llc |
3 |
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
3 |
Southport Management, L.l.c. |
3 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
3 |
Novare Capital Management Llc |
3 |
Covalent Partners LLC |
3 |
Graham Capital Wealth Management, Llc |
3 |
Carl Stuart Investment Advisor, Inc |
3 |
Wealthspan Partners, Llc |
3 |
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
3 |
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
3 |
Intelligent Financial Strategies |
3 |
Laurion Capital Management LP |
3 |
Gamble Jones Investment Counsel |
3 |
WJ Wealth Management, LLC |
3 |
Plimoth Trust Co Llc |
3 |
State of New Jersey Common Pension Fund D |
3 |
Spark Investment Management LLC |
3 |
Tilia Fiduciary Partners, Inc. |
3 |
First Washington CORP |
3 |
Redmont Wealth Advisors Llc |
3 |
Charles Schwab Trust Co |
3 |
Greenwood Gearhart Inc |
3 |
Northeast Investment Management |
3 |
West Coast Financial LLC |
3 |
Castleark Management Llc |
3 |
Aaron Wealth Advisors LLC |
3 |
Plum Street Advisors, LLC |
3 |
Global Strategic Management Inc |
3 |
CFO4Life, L.P. |
3 |
Asset Advisors Corp |
3 |
Provenance Wealth Advisors, LLC |
3 |
Stonebridge Financial Planning Group, LLC |
3 |
Analytic Investors, LLC |
3 |
Thrive Wealth Management, LLC |
3 |
Blue Square Asset Management, Llc |
3 |
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
3 |
Broadway Wealth Solutions, Inc. |
3 |
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
3 |
Mmbg Investment Advisors Co. |
3 |
Intrepid Family Office Llc |
3 |
Aviso Financial Inc. |
3 |
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
3 |
Tatro Capital, LLC |
3 |
Bolton Lp |
3 |
Capital City Trust Co/fl |
3 |
TB Alternative Assets Ltd. |
3 |
Simply Money Advisors |
3 |
Landsberg, Bennett, & Dubbaneh LLC |
3 |
Allie Family Office LLC |
3 |
Manhattan West Asset Management, LLC |
3 |
Pnc Funds |
3 |
Legacy Wealth Partners, Inc. |
3 |
Dohj, Llc |
3 |
Financial Connections Group, Inc. |
3 |
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
3 |
MKT Advisors LLC |
3 |
Clarus Group, Inc. |
3 |
Hemington Wealth Management |
3 |
Outlook Wealth Advisors, LLC |
3 |
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares |
3 |
McGowan Group Asset Management, Inc. |
3 |
Afg Fiduciary Services Limited Partnership |
3 |
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
3 |
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund |
3 |
Stokes Family Office, LLC |
3 |
Pinnacle Financial Group, LLC / IL |
3 |
Del Mar Asset Management, LP |
3 |
Bordeaux Wealth Advisors LLC |
3 |
Green Harvest Asset Management LLC |
3 |
Consultiva Wealth Management, Corp. |
3 |
Lesa Sroufe & Co |
3 |
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
3 |
Serengeti Asset Management LP |
3 |
Fagan Associates, Inc. |
3 |
Giverny Capital Inc. |
3 |
AMJ Financial Wealth Management |
3 |
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
3 |
Seldon Capital Lp |
3 |
BCK Partners, Inc. |
3 |
Valley Forge Investment Consultants Inc Adv |
3 |
Alethea Capital Management, Llc |
3 |
Nauset Wealth Management. LLC |
3 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
3 |
Sterling Manor Financial, LLC |
3 |
Cardinal Point Wealth Management Partners, LLC |
3 |
Bollard Group LLC |
3 |
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class |
3 |
Mv Capital Management, Inc. |
3 |
Jackson Wealth Management, LLC |
3 |
Kellett Schaffner Wealth Advisors LLC |
3 |
Red Tortoise LLC |
3 |
Chesley Taft & Associates LLC |
3 |
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
3 |
Sand Hill Global Advisors, LLC |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 |
3 |
CarsonAllaria Wealth Management, Ltd. |
3 |
Valtinson Bruner Financial Planning LLC |
3 |
Deltec Asset Management Llc |
3 |
Strategy Asset Managers Llc |
3 |
GEFAX - Northern Lights Fund Trust - CMG Mauldin Core Fund Class A Shares |
3 |
TruNorth Capital Management, LLC |
3 |
FRG Family Wealth Advisors LLC |
3 |
Evolution Advisers, Inc. |
3 |
SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund |
3 |
New Perspectives, Inc |
3 |
Wills Financial Group, Inc. |
3 |
Aquire Wealth Advisors, LLC |
3 |
Caprin Asset Management Llc /adv |
3 |
City Of London Investment Management Co Ltd |
3 |
State of Wyoming |
3 |
Bright Futures Wealth Management, LLC. |
3 |
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
3 |
Agf Management Ltd |
3 |
Cheyne Capital Management (UK) LLP |
3 |
Mine & Arao Wealth Creation & Management, LLC. |
3 |
Teachers Advisors, Llc |
3 |
NEIRG Wealth Management, LLC |
3 |
Huntleigh Advisors, Inc. |
3 |
Capital Market Strategies LLC |
3 |
Bar Harbor Trust Services |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I |
3 |
Connective Portfolio Management, LLC |
3 |
WealthCare Investment Partners, LLC |
3 |
Holloway Wealth Management, LLC |
3 |
Adams Wealth Management |
3 |
Lane Generational LLC |
3 |
Wealth Alliance |
3 |
Sweet Financial Partners, LLC |
3 |
Vista Finance, Llc |
3 |
PhaseCapital LP |
3 |
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class |
3 |
United Income, Inc. |
3 |
Rotella Capital Management, Inc. |
3 |
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A |
3 |
Accredited Investor Services, Llc |
3 |
Jolley Asset Management, LLC |
3 |
Scissortail Wealth Management, LLC |
3 |
Bayshore Asset Management, Llc |
3 |
Franklin Street Advisors Inc /nc |
3 |
CWC Advisors, LLC. |
3 |
Phraction Management LLC |
3 |
Crowley Wealth Management, Inc. |
3 |
Ahl Investment Management, Inc. |
3 |
Naviter Wealth, LLC |
3 |
Perfromance Wealth Partners, LLC |
3 |
Black Maple Capital Management LP |
3 |
Anson Capital, Inc. |
3 |
Goodman Advisory Group, LLC |
3 |
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
3 |
Keystone Financial Services |
3 |
Mills Wealth Advisors LLC |
3 |
Vestcor Inc |
3 |
Mosaic Financial Partners, Inc. |
3 |
Cherrydale Wealth Management, Llc |
3 |
Hochman Cole Investment Advisors, Inc. |
3 |
Legacy Capital Wealth Partners, LLC |
3 |
Peterson Financial Group, Inc. |
3 |
Carmel Capital Partners, LLC |
3 |
DMG Group, LLC |
3 |
Okabena Investment Services Inc |
3 |
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
3 |
CHLD - NORTHERN LIGHTS FUND TRUST II - LifeGoal Children Investment ETF |
3 |
Physicians Financial Services, Inc. |
3 |
Brio Consultants, LLC |
3 |
Kimelman & Baird, LLC |
3 |
Investor's Fiduciary Advisor Network, LLC |
3 |
Moody National Bank Trust Division |
3 |
Grandview Asset Management LLC |
3 |
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
3 |
SUNY - NORTHERN LIGHTS FUND TRUST II - LifeGoal Vacation Investment ETF |
3 |
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
3 |
SAVN - NORTHERN LIGHTS FUND TRUST II - LifeGoal Conservative Wealth Builder ETF |
3 |
Forbes J M & Co Llp |
3 |
Financially Speaking Inc |
3 |
Voya Investment Management Llc |
3 |
DGS Capital Management, LLC |
3 |
RHTX - Starboard Investment Trust - RH Tactical Outlook ETF |
3 |
Marcum Wealth, LLC |
3 |
Bainco International Investors |
3 |
1 North Wealth Services Llc |
3 |
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
3 |
Integral Investment Advisors, Inc. |
3 |
Blue Zone Wealth Advisors, LLC |
3 |
Schnieders Capital Management Llc |
3 |
Element Pointe Advisors, Llc |
3 |
Andrew Hill Investment Advisors, Inc. |
3 |
S.C. Financial Services, Inc. |
3 |
One Day In July LLC |
3 |
Texas Capital Bank Wealth Management Services Inc |
3 |
Cassaday & Co Inc. |
3 |
Tdam Usa Inc. |
3 |
Boston Family Office Llc |
3 |
Luminus Management Llc |
3 |
Marketocracy Funds |
3 |
Beutel, Goodman & Co Ltd. |
3 |
Sterling Investment Advisors Llc /adv |
3 |
Aberdeen Wealth Management LLC |
3 |
Tcw Group Inc |
3 |
Fortis Capital Management LLC |
3 |
Camden Asset Management L P /ca |
3 |
Excalibur Management Corp |
3 |
Sound Financial Strategies Group, LLC |
3 |
Valiant Capital Management, L.P. |
3 |
Ardent Capital Management, Inc. |
3 |
Petix & Botte Co |
3 |
Salient Private Client, Llc |
3 |
TKG Advisors, LLC |
3 |
Dopkins Wealth Management, Llc |
3 |
Carrera Capital Advisors |
3 |
Tiaa Cref Investment Management Llc |
3 |
Sage Rhino Capital Llc |
3 |
Planned Solutions, Inc. |
3 |
Quilter Plc |
3 |
VSM Wealth Advisory, LLC |
3 |
Running Point Capital Advisors, LLC |
3 |
Davis R M Inc |
3 |
Buckley Wealth Management, LLC |
3 |
Orrell Capital Management Inc |
3 |
White Knight Strategic Wealth Advisors, LLC |
3 |
Beech Hill Advisors, Inc. |
3 |
Jackson Creek Investment Advisors LLC |
3 |
Quantbot Technologies LP |
3 |
EQ ADVISORS TRUST - All Asset Growth-Alt 20 Portfolio Class IA |
3 |
Boys Arnold & Co Inc |
3 |
Mizuho Asset Management Co.,Ltd. |
3 |
Greystone Financial Group, LLC |
3 |
Lebenthal Global Advisors, LLC |
3 |
Nikulski Financial, Inc. |
3 |
Tnf Llc |
3 |
Entrewealth, Llc |
3 |
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity |
3 |
JB Capital LLC |
3 |
Symons Capital Management Inc |
3 |
ClariVest Asset Management LLC |
3 |
QUANTRES ASSET MANAGEMENT Ltd |
3 |
State of New Jersey Common Pension Fund E |
3 |
STFBX - Advisers Investment Trust - State Farm Balanced Fund |
3 |
TFAMX - Tactical Investment Series Trust - Tactical Moderate Allocation Fund Class A |
3 |
TFAGX - Tactical Investment Series Trust - TFA AlphaGen Growth Fund Class I |
3 |
Gemsstock Ltd. |
3 |
Vestpro Financial Partners, Inc. Dba Cpf Texas |
3 |
Aspetuck Financial Management LLC |
3 |
Mengis Capital Management, Inc. |
3 |
Taylor Hoffman Wealth Management |
3 |
Eldridge Investment Advisors, Inc. |
3 |
Phocas Financial Corp. |
3 |
Thrive Capital Management, LLC |
3 |
Candriam Luxembourg S.C.A. |
3 |
Chesapeake Asset Management Llc |
3 |
Armor Advisors, L.l.c. |
3 |
Axa Financial Inc |
3 |
Greykasell Wealth Strategies, Inc. |
3 |
Stenahm Asset Managment Ltd |
3 |
Studio Investment Management Llc |
3 |
Sphinx Trading, Lp |
3 |
Ramiah Investment Group |
3 |
LSHAX - KINETICS MUTUAL FUNDS INC - Kinetics Spin-Off and Corporate Restructuring Fund Advisor Class A |
3 |
High Pointe Capital Management Llc |
3 |
Windmill Hill Asset Management Ltd |
3 |
KINETICS PORTFOLIOS TRUST - Kinetics Small Cap Portfolio |
3 |
MorganRosel Wealth Management, LLC |
3 |
Osbon Capital Management Llc |
3 |
Mitchell Sinkler & Starr/pa |
3 |
KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio |
3 |
KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio |
3 |
Kercheville Advisors, LLC |
3 |
Pines Wealth Management, LLC |
3 |
Great Lakes Advisors, Llc |
3 |
Westmount Partners, LLC |
3 |
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
3 |
Patton Fund Management, Inc. |
3 |
TFC Financial Management |
3 |
Centerstone Investors, LLC |
3 |
Iridian Asset Management Llc/ct |
3 |
Talon Private Wealth, LLC |
3 |
Amara Financial, Llc. |
3 |
Clear Investment Research, Llc |
3 |
Family Firm, Inc. |
3 |
Enterprise Trust & Investment Co |
3 |
Verus Financial Partners, Inc. |
3 |
Bank OZK |
3 |
Aevitas Wealth Management, Inc. |
3 |
BW Gestao de Investimentos Ltda. |
3 |
Monterey Private Wealth, Inc. |
3 |
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
3 |
Prince Street Capital Management LLC |
3 |
Traverso Chambers Private Wealth Management, LLC |
3 |
Hamilton Capital, LLC |
3 |
Engineers Gate Manager LP |
3 |
Farr Miller & Washington Llc/dc |
3 |
Centenus Global Management, Lp |
3 |
Hohimer Wealth Management, Llc |
3 |
GAM Holding AG |
3 |
Valley Forge Asset Management, Llc |
3 |
Full Sail Capital, LLC |
3 |
GPARX - GPS Funds II - GuidePath(R) Absolute Return Allocation Fund Service Shares |
3 |
Capstone Triton Financial Group, LLC |
3 |
Axis Wealth Partners, LLC |
3 |
GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares |
3 |
Silverleafe Capital Partners, LLC |
3 |
Paradigm Financial Partners, Llc |
3 |
D L Carlson Investment Group Inc |
3 |
Cordant, Inc. |
3 |
Cinctive Capital Management LP |
3 |
Kieckhefer Group Llc |
3 |
DiMeo Schneider & Associates, L.L.C. |
3 |
Red Cedar Capital, LLC |
3 |
Allegiant Private Advisors, LLC |
3 |
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
3 |
Mirabella Financial Services Llp |
3 |
Strategic Capital Advisers, Inc. |
3 |
Cottage Street Advisors LLC |
3 |
Peak Financial Advisors Llc |
3 |
Baymount Management LP |
3 |
Budros, Ruhlin & Roe, Inc. |
3 |
FSA Wealth Management LLC |
3 |
Wells Financial Advisors INC |
3 |
Dark Forest Capital Management Lp |
3 |
Grand Central Investment Group |
3 |
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I |
3 |
Compass Wealth Management, LLC/GA |
3 |
Constellation Wealth Advisors, LLC |
3 |
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
3 |
Rampart Investment Management Company, LLC |
3 |
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF |
3 |
TrinityPoint Wealth, LLC |
3 |
Wealth Enhancement & Preservation of GA, LLC |
3 |
Numeric Investors Llc |
3 |
Engrave Wealth Partners LLC |
3 |
Insight Wealth Partners, LLC |
3 |
Newport Wealth Strategies, Inc. |
3 |
Greylin Investment Mangement Inc |
3 |
Beckerman Institutional, LLC |
3 |
Seizert Capital Partners, Llc |
3 |
Bravias Capital Group, LLC |
3 |
American Institute for Advanced Investment Management, LLP |
3 |
Kanawha Capital Management Llc |
3 |
Wellesley Investment Partners, LLC |
3 |
Old Dominion Capital Management Inc |
3 |
Independent Solutions Wealth Management, LLC |
3 |
Pfs Investments Inc. |
3 |
Divergent Wealth Advisors, Llc |
3 |
JFOIX - James Alpha Funds Trust - James Alpha Family Office Fund Class I |
3 |
Wilmar Advisors LLC |
3 |
Purkiss Capital Advisors LLC |
3 |
JRVIX - James Alpha Funds Trust - James Alpha Relative Value Fund Class I |
3 |
SWS Partners |
3 |
William Harris Investors Inc |
3 |
Weil Company, Inc. |
3 |
APCM Wealth Management for Individuals |
3 |
Fortress Financial Group, Llc |
3 |
Banco de Sabadell, S.A |
3 |
WealthTrust Asset Management, LLC |
3 |
Fullcircle Wealth Llc |
3 |
GlobalBridge, Inc. |
3 |
Jag Capital Management, Llc |
3 |
ARS Investment Partners, LLC |
3 |
Mainstream Capital Management LLC |
3 |
Shikiar Asset Management Inc |
3 |
Rps Advisory Solutions Llc |
3 |
Sycale Advisors (NY) LLC |
3 |
Ascent Wealth Partners, LLC |
3 |
Ifrah Financial Services, Inc. |
3 |
Cardinal Point Wealth Management LLC |
3 |
North Capital, Inc. |
3 |
Marco Investment Management Llc |
3 |
Entrustpermal Partners Offshore Lp |
3 |
Wescott Financial Advisory Group, LLC |
3 |
Ndwm Llc |
3 |
Northeast Financial Consultants Inc |
3 |
Avalon Advisors, Llc |
3 |
Midwest Capital Advisors, LLC |
3 |
Winthrop Capital Management, LLC |
3 |
Bulldog Investors, LLP |
3 |
Northside Capital Management, LLC |
3 |
Quest Partners LLC |
3 |
Doheny Asset Management /ca |
3 |
Kiely Wealth Advisory Group, Inc. |
3 |
Stablepoint Partners, LLC |
3 |
Semper Augustus Investments Group Llc |
3 |
Excelsia, Inc. |
3 |
Harmony Asset Management Llc |
3 |
Mezzasalma Advisors, LLC |
3 |
Evergreen Private Wealth LLC |
3 |
First Business Financial Services, Inc. |
3 |
Quotient Wealth Partners, LLC |
3 |
Radnor Capital Management, LLC |
3 |
Rainier Group Investment Advisory LLC |
3 |
Sicart Associates LLC |
3 |
BlackRock Japan Co. Ltd |
3 |
Portfolio Design Labs, LLC |
3 |
First Commonwealth Financial Corp /pa/ |
3 |
Symphony Financial, Ltd. Co. |
3 |
Triton Wealth Management, PLLC |
3 |
Pineno Levin & Ford Asset Management, Inc. |
3 |
Emery Howard Portfolio Management, Inc. |
3 |
Smith Chas P & Associates Pa Cpas |
3 |
Davidson Investment Advisors |
3 |
Roundview Capital LLC |
3 |
Pvg Asset Management Corp |
3 |
Brick & Kyle, Associates |
3 |
Pingora Partners LLC |
3 |
Zurich Insurance Group Ltd/FI |
3 |
New Potomac Partners, LLC |
3 |
Catalytic Wealth RIA, LLC |
3 |
Tmd & Associates, Inc |
3 |
HMS Capital Management, LLC |
3 |
Tectonic Advisors Llc |
3 |
Deprince Race & Zollo Inc |
3 |
WP Advisors, LLC |
3 |
Gimbal Financial |
3 |
HTLF Bank |
3 |
Nisa Investment Advisors, Llc |
3 |
Cooperatieve Rabobank U.A. |
3 |
Belvedere Advisors Llc |
3 |
First Mercantile Trust Co |
3 |
Tyche Wealth Partners LLC |
3 |
Stuart Chaussee & Associates, Inc. |
3 |
Accretive Wealth Partners, LLC |
3 |
H&H Retirement Design & Management INC |
3 |
Orrstown Financial Services Inc |
3 |
Hansen & Associates Financial Group, Inc. |
3 |
Philip James Wealth Mangement, LLC |
3 |
UNIVEST FINANCIAL Corp |
3 |
Wallington Asset Management, LLC |
3 |
Crestline Management, LP |
3 |
FFG Partners, LLC |
3 |
Wiser Advisor Group LLC |
3 |
Priebe Wealth Holdings LLC |
3 |
Marietta Wealth Management, LLC |
3 |
Kessler Investment Group, LLC |
3 |
Argyle Capital Partners, LLC |
3 |
Detwiler Fenton Investment Management LLC |
3 |
Covenant Asset Management, LLC |
3 |
Godsey & Gibb Associates |
3 |
Badgley Phelps & Bell Inc |
3 |
Chris Bulman Inc |
3 |
Benchmark Capital Advisors |
3 |
California Public Employees Retirement System |
3 |
Tairen Capital Ltd |
3 |
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
3 |
Wbh Advisory Inc |
3 |
Lyell Wealth Management, Lp |
3 |
Visionary Horizons, LLC |
3 |
Steward Partners Investment Solutions, Llc |
3 |
Maplelane Capital, Llc |
3 |
GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A |
3 |
ArrowMark Colorado Holdings LLC |
3 |
Monetary Management Group Inc |
3 |
Charter Trust Co |
3 |
Tiemann Investment Advisors, Llc |
3 |
Palisade Asset Management, LLC |
3 |
Cape Ann Savings Bank |
3 |
aeris Capital Holding GmbH |
3 |
Valued Wealth Advisors LLC |
3 |
Bard Associates Inc |
3 |
Quad Capital Management Advisors LLC |
3 |
Hartree Partners, LP |
3 |
Fullerton Fund Management Co Ltd |
3 |
White Pine Capital Llc |
3 |
HighPoint Advisor Group LLC |
3 |
Appleton Partners Inc/ma |
3 |
Mason Investment Advisory Services, Inc. |
3 |
Messner & Smith Theme Value Investment Management Ltd /ca/ |
3 |
Compass Capital Corp /ma/ /adv |
3 |
LENS - EA Series Trust - Sarmaya Thematic ETF |
3 |
Kornitzer Capital Management Inc /ks |
3 |
Lowe Brockenbrough & Co Inc |
3 |
Austin Wealth Management, LLC |
3 |
SMI Advisory Services, LLC |
3 |
Jabodon Pt Co |
3 |
Aviva Plc |
3 |
Allen Mooney & Barnes Investment Advisors LLC |
3 |
Point72 Europe (London) LLP |
3 |
Muzinich & Co., Inc. |
3 |
Camden National Bank |
3 |
Coco Enterprises, LLC |
3 |
Sculptor Capital LP |
3 |
Wilmington Trust, National Association |
3 |
Goodwin Daniel L |
3 |
Dimensional Fund Advisors Lp |
3 |
Orca Investment Management, LLC |
3 |
Hatton Consulting, Inc. |
3 |
Bridgewater Advisors Inc. |
3 |
Destiny Capital Securities Corporation |
3 |
Wolf Group Capital Advisors |
3 |
Brown Financial Advisors |
3 |
Olympus Wealth Management, Llc |
3 |
NAVFX - Starboard Investment Trust - The Sector Rotation Fund No Load Shares |
3 |
Shanda Payment Holdings Ltd. |
3 |
Alaethes Wealth LLC |
3 |
LOM Asset Management Ltd |
3 |
Syon Capital Llc |
3 |
Regis Management CO LLC |
3 |
Cannon Financial Strategists, Inc. |
3 |
Sound Stewardship, LLC |
3 |
Day & Ennis, LLC |
3 |
Wall Street Access Asset Management, LLC |
3 |
Formula Growth Ltd |
3 |
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
3 |
Morningstar Investment Services LLC |
3 |
Catalyst Private Wealth, Llc |
3 |
Farmers National Bank |
3 |
MEMBERS Trust Co |
3 |
Ion Asset Management Ltd. |
3 |
Coronation Fund Managers Ltd. |
3 |
Emerald Acquisition Ltd. |
3 |
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
3 |
Bridgeworth, LLC |
3 |
Gibson Capital, LLC |
3 |
Key Bridge Compliance, LLC |
3 |
Columbia River Financial Group, LLC |
3 |
Adams Hall Wealth Advisors, LLC |
3 |
Navellier & Associates Inc |
3 |
Aristeia Capital Llc |
3 |
Cura Wealth Advisors, Llc |
3 |
Crew Capital Management, Ltd. |
3 |
Greatmark Investment Partners, Inc. |
3 |
KKM Financial LLC |
3 |
Nordea Investment Management Ab |
3 |
Websterrogers Financial Advisors, Llc |
3 |
Dock Street Asset Management Inc |
3 |
Capula Management Ltd |
3 |
NINE MASTS CAPITAL Ltd |
3 |
Piper Sandler & Co. |
3 |
Wsfs Capital Management, Llc |
3 |
CGC Financial Services, LLC |
3 |
Farringdon Capital, Ltd. |
3 |
Sanibel Captiva Trust Company, Inc. |
3 |
Df Dent & Co Inc |
3 |
AIFG Consultants Ltd. |
3 |
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
3 |
Precision Wealth Strategies, LLC |
3 |
Vermillion Asset Management LLC |
3 |
Aureus Asset Management, LLC |
3 |
Baltimore Capital Management, Inc |
3 |
Morse Asset Management, Inc |
3 |
S&co Inc |
3 |
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund |
3 |
Family Legacy, Inc. |
3 |
Legal & General Group Plc |
3 |
Northstar Wealth Partners LLC |
3 |
Commonwealth Financial Services, LLC |
3 |
Secured Retirement Advisors, Llc |
3 |
Burford Brothers, Inc. |
3 |
Ssi Investment Management Llc |
3 |
Knights of Columbus Asset Advisors LLC |
3 |
Qs Batterymarch Financial Management, Inc |
3 |
Gibbs Wealth Management |
3 |
Osborne Partners Capital Management, Llc |
3 |
KWB Wealth |
3 |
Inr Advisory Services Llc |
3 |
EA Series Trust |
3 |
Piscataqua Savings Bank |
3 |
Lazari Capital Management, Inc. |
3 |
Yakira Capital Management, Inc. |
3 |
Capital Management Associates /ny/ |
3 |
Barings Llc |
3 |
Fairman Group, LLC |
3 |
Wisconsin Capital Management Llc |
3 |
Nelson Capital Management, LLC |
3 |
Sabal Trust CO |
3 |
Columbia Capital Llc |
3 |
Mason Hill Advisors Llc |
3 |
Capital Planning Advisors, LLC |
3 |
First Financial Equity Corporation |
3 |
Littlejohn Financial Services, Inc. |
3 |
Strategies Wealth Advisors, LLC |
3 |
Franklin, Parlapiano, Turner & Welch, LLC |
3 |
Watermark Asset Management, Inc. |
3 |
Aua Capital Management, Llc |
3 |
Blankinship & Foster, LLC |
3 |
Cardinal Point Capital Management, ULC |
3 |
Northwestern Mutual Life Insurance Co |
3 |
Glacier Peak Capital LLC |
3 |
Conning Inc. |
3 |
Aristides Capital LLC |
3 |
Fox Hill Wealth Management |
3 |
Summit Financial Group, Inc. |
3 |
Hanseatic Management Services Inc |
3 |
Abacus Wealth Partners, LLC |
3 |
Argentiere Capital Ag |
3 |
Foguth Wealth Management, LLC. |
3 |
Accredited Investors Inc. |
3 |
Fortress Private Ledger, Llc |
3 |
Titleist Asset Management, Llc |
3 |
Carlson Capital Management |
3 |
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P |
3 |
Paces Ferry Wealth Advisors, Llc |
3 |
Mackay Shields Llc |
3 |
Oppenheimer Funds Inc |
3 |
Brigade Capital Management, Lp |
3 |
PDT Partners, LLC |
3 |
J.Safra Asset Management Corp |
3 |
Duff & Phelps Investment Management Co |
3 |
Passport Capital, LLC |
3 |
Legacy Wealth Asset Management, LLC |
3 |
Catalina Capital Group, LLC |
3 |
Western Asset Management Company, LLC |
3 |
Senator Investment Group LP |
3 |
Ferris Capital, Llc |
3 |
ENDW - EA Series Trust - Cambria Endowment Style ETF |
3 |
Leigh Baldwin & Co., Llc |
3 |
Wellington Shields & Co., LLC |
3 |
Rinet Co LLC |
3 |
Ackerman Capital Advisors, LLC |
3 |
Brandywine Global Investment Management, LLC |
3 |
Baldrige Asset Management LLC |
3 |
Stearns Financial Services Group |
3 |
Berkeley, Inc |
3 |
Autus Asset Management, LLC |
3 |
ULTRA SERIES FUND - Core Bond Fund Class I |
3 |
Baron Silver Stevens Financial Advisors, Llc |
3 |
Resolute Wealth Strategies, LLC |
3 |
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
3 |
Channel Wealth Llc |
3 |
Gallagher Fiduciary Advisors, LLC |
3 |
Crossmark Global Holdings, Inc. |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
3 |
Yorktown Management & Research Co Inc |
3 |
Willingdon Wealth Management |
3 |
Kentucky Trust Co |
3 |
PVCMX - Series Portfolios Trust - Palm Valley Capital Fund Investor Class |
3 |
Christensen, King & Associates Investment Services, Inc. |
3 |
Turim 21 Investimentos Ltda. |
3 |
Financial Designs Corp |
3 |
Diversify Wealth Management, Llc |
3 |
Wbi Investments, Inc. |
3 |
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
3 |
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
3 |
Empire Financial Management Company, LLC |
3 |
Norris Perne & French Llp/mi |
3 |
Midwest Financial Group LLC |
3 |
Chemung Canal Trust Co |
3 |
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
3 |
Harvest Volatility Management Llc |
3 |
Lodestar Investment Counsel Llc/il |
3 |
Schmidt P J Investment Management Inc |
3 |
Sawyer & Company, Inc |
3 |
NovaPoint Capital, LLC |
3 |
KCS Wealth Advisory |
3 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
3 |
Werba Rubin Papier Wealth Management |
3 |
Leading Edge Financial Planning LLC |
3 |
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A |
3 |
Amarillo National Bank |
3 |
Lakewood Asset Management LLC |
3 |
Peachtree Investment Advisors, Inc. |
3 |
First Merchants Corp |
3 |
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
3 |
Bbjs Financial Advisors, Llc |
3 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. |
3 |
Total Wealth Planning, Llc |
3 |
Seeds Investor Llc |
3 |
Epstein & White Financial LLC |
3 |
Portman Square Capital LLP |
3 |
BostonPremier Wealth LLC |
3 |
Capstone Wealth Management Group LLC |
3 |
Macguire, Cheswick & Tuttle Investment Counsel Llc |
3 |
Braun-Bostich & Associates Inc. |
3 |
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
3 |
DWTFX - Arrow Investments Trust - ARROW DWA TACTICAL FUND CLASS A SHARES |
3 |
Harbour Investment Management Llc |
3 |
Azimuth Capital Management LLC |
3 |
Lester Murray Antman dba SimplyRich |
3 |
NN Investment Partners Holdings N.V. |
3 |
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
3 |
Bks Advisors, Llc |
3 |
Bensler, LLC |
3 |
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares |
3 |
Gateway Advisory, LLC |
3 |
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
3 |
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares |
3 |
Medici Capital Llc |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
3 |
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF |
3 |
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A |
3 |
Perkins Coie Trust Co |
3 |
CATOX - Starboard Investment Trust - Cavalier Tactical Rotation Fund Class C Shares |
3 |
PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares |
3 |
Blue Clay Capital Management, LLC |
3 |
Bright Financial Advisors, Inc. |
3 |
Bremer Trust National Association |
3 |
Clough Capital Partners L P |
3 |
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
3 |
Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
3 |
Gould Asset Management Llc /ca/ |
3 |
Credential Securities Inc. |
3 |
JFOIX - SARATOGA ADVANTAGE TRUST - James Alpha Family Office Portfolio Class I |
3 |
Davis Investment Partners, LLC |
3 |
First United Bank Trust/ |
3 |
Requisite Capital Management, LLC |
3 |
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF |
3 |
KM Capital Management Ltd. |
3 |
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional |
3 |
TACE - Collaborative Investment Series Trust - Trend Aggregation Conservative ETF |
3 |
JAHAX - SARATOGA ADVANTAGE TRUST - James Alpha EHS Portfolio Class A Shares |
3 |
Park Place Capital Corp |
3 |
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
3 |
Mosaic Family Wealth Partners, Llc |
3 |
Quarry LP |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class |
3 |
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
3 |
Merrion Investment Management Co, LLC |
3 |
Dauntless Investment Group, LLC |
3 |
Bickling Financial Services, Inc. |
3 |
Carr Financial Group Corp |
3 |
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio |
3 |
Cercano Management LLC |
3 |
Tandem Financial, LLC |
3 |
Delta Financial Group, Inc. |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
3 |
Twin Lakes Capital Management, LLC |
3 |
Tejara Capital Ltd |
3 |
Boston Partners |
3 |
Chilton Investment Co Llc |
3 |
Centre Asset Management, LLC |
3 |
Destiny Capital Corp/CO |
3 |
Pictet Asset Management Sa |
3 |
JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
3 |
Diversified Enterprises, LLC |
3 |
Cypress Wealth Advisors LLC |
3 |
Edgemoor Investment Advisors, Inc. |
3 |
Luxor Capital Group, LP |
3 |
Dominick & Dominick LLC |
3 |
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares |
3 |
Centaur Capital Partners, L.P. |
3 |
Cornerstone Financial Partners, LLC |
3 |
Future Financial Wealth Managment LLC |
3 |
CPI - IndexIQ ETF Trust - IQ Real Return ETF |
3 |
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF |
3 |
Waddell & Reed Financial Inc |
3 |
Sensible Financial Planning & Management, LLC. |
3 |
Morgens Waterfall Vintiadis & Co Inc |
3 |
Compass Financial Group, INC/SD |
3 |
Regimen Wealth, Llc |
3 |
Tableaux Llc |
3 |
Marshall & Sullivan Inc /wa/ |
3 |
Kaydan Wealth Management, Inc. |
3 |
Brendel Financial Advisors LLC |
3 |
Forum Funds |
3 |
Eidelman Virant Capital |
3 |
Forza Wealth Management, LLC |
3 |
DSG Capital Advisors, LLC |
3 |
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
3 |
Mendota Financial Group, LLC |
3 |
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
3 |
Centurion Wealth Management LLC |
3 |
Centennial Wealth Advisory LLC |
3 |
Brinton Eaton, Llc |
3 |
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
3 |
Premier Financial Group |
3 |
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
3 |
Price Capital Management, Inc. |
3 |
CMC Financial Group |
3 |
Corrado Advisors, Llc |
3 |