Citadel Advisors Llc |
120 |
Morgan Stanley |
115 |
Proequities, Inc. |
114 |
Bank Of America Corp /de/ |
113 |
Royal Bank Of Canada |
107 |
Susquehanna International Group, Llp |
105 |
Wells Fargo & Company/mn |
105 |
UBS Group AG |
104 |
Citigroup Inc |
103 |
Jpmorgan Chase & Co |
103 |
Goldman Sachs Group Inc |
102 |
Deutsche Bank Ag\ |
102 |
Vanguard Group Inc |
100 |
Barclays Plc |
98 |
BlackRock, Inc. |
97 |
Bank of New York Mellon Corp |
95 |
Tower Research Capital LLC (TRC) |
95 |
State Street Corp |
93 |
Jane Street Group, Llc |
93 |
Geode Capital Management, Llc |
91 |
Renaissance Technologies Llc |
91 |
Millennium Management Llc |
90 |
Credit Suisse Ag/ |
87 |
Northern Trust Corp |
87 |
Ameriprise Financial Inc |
83 |
Fmr Llc |
81 |
Bnp Paribas Arbitrage, Sa |
80 |
Dimensional Fund Advisors Lp |
79 |
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
78 |
D. E. Shaw & Co., Inc. |
78 |
Advisor Group Holdings, Inc. |
75 |
Pnc Financial Services Group, Inc. |
75 |
Virtu Financial LLC |
74 |
Group One Trading, L.p. |
74 |
Bank Of Montreal /can/ |
73 |
Simplex Trading, Llc |
72 |
Ubs Ag |
71 |
Two Sigma Investments, Lp |
71 |
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
70 |
Invesco Ltd. |
69 |
SG Americas Securities, LLC |
69 |
Wolverine Trading, Llc |
68 |
American International Group, Inc. |
68 |
Creative Planning |
68 |
Charles Schwab Investment Management Inc |
68 |
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
67 |
Manufacturers Life Insurance Company, The |
67 |
BlackRock Institutional Trust Company, N.A. |
67 |
California Public Employees Retirement System |
66 |
Marshall Wace, Llp |
66 |
Boothbay Fund Management, Llc |
66 |
Prelude Capital Management, Llc |
65 |
Two Sigma Advisers, Lp |
65 |
Alliancebernstein L.p. |
64 |
Cutler Group LP |
64 |
Jefferies Group LLC |
64 |
Bridgeway Capital Management Inc |
63 |
Wolverine Asset Management Llc |
63 |
Us Bancorp \de\ |
63 |
New York State Common Retirement Fund |
63 |
Victory Capital Management Inc |
62 |
Panagora Asset Management Inc |
62 |
IFP Advisors, Inc |
62 |
Squarepoint Ops LLC |
62 |
Hrt Financial Lp |
62 |
Northwestern Mutual Wealth Management Co |
62 |
Two Sigma Securities, Llc |
62 |
BlackRock Fund Advisors |
61 |
Thompson Davis & Co., Inc. |
61 |
Paloma Partners Management Co |
61 |
Ladenburg Thalmann Financial Services Inc |
61 |
Aqr Capital Management Llc |
61 |
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
60 |
Kcg Holdings, Inc. |
60 |
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
60 |
Walleye Trading LLC |
60 |
Lazard Asset Management Llc |
59 |
Wellington Management Group Llp |
59 |
Parametric Portfolio Associates Llc |
59 |
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
59 |
Gsa Capital Partners Llp |
59 |
Rhumbline Advisers |
59 |
BlackRock Investment Management, LLC |
59 |
Legal & General Group Plc |
59 |
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
58 |
Verition Fund Management LLC |
58 |
California State Teachers Retirement System |
58 |
Federated Hermes, Inc. |
57 |
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
57 |
Walleye Capital LLC |
57 |
Qube Research & Technologies Ltd |
57 |
Sei Investments Co |
57 |
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
57 |
Cubist Systematic Strategies, LLC |
56 |
Cwm, Llc |
56 |
Voya Investment Management Llc |
55 |
Nuveen Asset Management, LLC |
55 |
LPL Financial LLC |
54 |
Nationwide Fund Advisors |
54 |
Russell Investments Group, Ltd. |
54 |
Captrust Financial Advisors |
54 |
Acadian Asset Management Llc |
54 |
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
54 |
Price T Rowe Associates Inc /md/ |
54 |
Balyasny Asset Management Llc |
54 |
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
54 |
Advisor Group, Inc. |
53 |
Arrowstreet Capital, Limited Partnership |
53 |
Nomura Holdings Inc |
53 |
A.R.T. Advisors, LLC |
52 |
Allianz Asset Management GmbH |
52 |
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
52 |
Vanguard Index Funds |
52 |
Oxford Asset Management Llp |
52 |
Strs Ohio |
52 |
Envestnet Asset Management Inc |
52 |
Macquarie Group Ltd |
52 |
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
51 |
Engineers Gate Manager LP |
51 |
Metropolitan Life Insurance Co/ny |
50 |
Raymond James & Associates |
50 |
PEAK6 Investments, L.P. |
50 |
EAM Investors, LLC |
50 |
O'shaughnessy Asset Management, Llc |
49 |
Tudor Investment Corp Et Al |
49 |
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
49 |
Advisory Services Network, LLC |
49 |
Federation des caisses Desjardins du Quebec |
49 |
Fifth Third Bancorp |
49 |
Signaturefd, Llc |
49 |
Trexquant Investment LP |
48 |
Prudential Financial Inc |
48 |
Spark Investment Management LLC |
48 |
Stifel Financial Corp |
48 |
Schonfeld Strategic Advisors LLC |
48 |
Royce & Associates Lp |
48 |
Ameritas Investment Partners, Inc. |
48 |
BlackRock Advisors LLC |
48 |
ProShare Advisors LLC |
48 |
ExodusPoint Capital Management, LP |
47 |
Quadrature Capital Ltd |
47 |
Putnam Investments Llc |
47 |
Guggenheim Capital Llc |
47 |
HighTower Advisors, LLC |
47 |
Parallax Volatility Advisers, L.P. |
47 |
Teachers Advisors, Llc |
47 |
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
47 |
Polar Asset Management Partners Inc. |
47 |
Tiaa Cref Investment Management Llc |
47 |
Steward Partners Investment Advisory, Llc |
46 |
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
46 |
Raymond James Financial Services Advisors, Inc. |
46 |
Quantbot Technologies LP |
46 |
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
46 |
Parallel Advisors, LLC |
46 |
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
46 |
PEAK6 Investments LLC |
46 |
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
45 |
Hsbc Holdings Plc |
45 |
PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
45 |
BlueCrest Capital Management Ltd |
45 |
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
45 |
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
45 |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
45 |
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
45 |
Russell Frank Co/ |
44 |
Principal Financial Group Inc |
44 |
Glenmede Trust Co Na |
44 |
LMR Partners LLP |
44 |
Ubs Asset Management Americas Inc |
44 |
American Century Companies Inc |
44 |
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
44 |
Tfs Capital Llc |
44 |
PDT Partners, LLC |
44 |
State Board Of Administration Of Florida Retirement System |
44 |
Kennedy Capital Management, Inc. |
44 |
Swiss National Bank |
44 |
IWC - iSHARES TRUST - iShares Micro-Cap ETF |
44 |
Zurcher Kantonalbank (Zurich Cantonalbank) |
43 |
FNY Investment Advisers, LLC |
43 |
Jump Financial, LLC |
43 |
Neuberger Berman Group LLC |
43 |
Meeder Asset Management Inc |
43 |
First Trust Advisors Lp |
43 |
Comerica Bank |
43 |
Ancora Advisors, LLC |
43 |
State Of Wisconsin Investment Board |
43 |
Man Group plc |
43 |
Public Employees Retirement System Of Ohio |
43 |
Highbridge Capital Management Llc |
43 |
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
43 |
XTX Topco Ltd |
42 |
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
42 |
Amalgamated Bank |
42 |
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
42 |
Norges Bank |
42 |
HAP Trading, LLC |
42 |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
42 |
Dynamic Technology Lab Private Ltd |
42 |
Rockefeller Capital Management L.P. |
42 |
MetLife Investment Management, LLC |
42 |
Algert Global Llc |
42 |
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
41 |
Private Advisor Group, LLC |
41 |
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
41 |
Raymond James Financial Inc |
41 |
Principal Funds Inc |
41 |
Centiva Capital, LP |
41 |
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
41 |
Marshall Wace North America L.P. |
41 |
Jacobs Levy Equity Management, Inc |
41 |
Huntington National Bank |
41 |
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
40 |
Hillsdale Investment Management Inc. |
40 |
GWM Advisors LLC |
40 |
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
40 |
Ground Swell Capital, LLC |
40 |
SBI Securities Co., Ltd. |
40 |
MetLife Securities, Inc |
40 |
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
40 |
Allworth Financial LP |
40 |
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
40 |
Nisa Investment Advisors, Llc |
40 |
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
40 |
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
39 |
Toronto Dominion Bank |
39 |
Soros Fund Management Llc |
39 |
Commonwealth Equity Services, Llc |
39 |
National Bank Of Canada /fi/ |
39 |
Oppenheimer & Co Inc |
39 |
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
39 |
Great West Life Assurance Co /can/ |
39 |
Connor, Clark & Lunn Investment Management Ltd. |
39 |
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
39 |
Thrivent Financial For Lutherans |
39 |
Magnetar Financial LLC |
39 |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
38 |
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
38 |
NOSGX - Northern Funds - Northern Small Cap Value Fund |
38 |
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
38 |
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
38 |
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
38 |
BlackRock Group LTD |
38 |
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
38 |
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
38 |
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
38 |
Bessemer Group Inc |
38 |
NEXT Financial Group, Inc |
37 |
Quadrant Capital Group Llc |
37 |
Teacher Retirement System Of Texas |
37 |
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
37 |
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
37 |
Aquatic Capital Management LLC |
37 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
37 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
37 |
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
37 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
37 |
Cambridge Investment Research Advisors, Inc. |
37 |
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
37 |
Gotham Asset Management, LLC |
37 |
NSIDX - Northern Funds - Northern Small Cap Index Fund |
37 |
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
37 |
EverSource Wealth Advisors, LLC |
37 |
Gabelli Funds Llc |
37 |
Ellington Management Group Llc |
37 |
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
37 |
Sterling Capital Management LLC |
37 |
Harbour Investments, Inc. |
36 |
Globeflex Capital L P |
36 |
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
36 |
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
36 |
Stratos Wealth Partners, LTD. |
36 |
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
36 |
D.a. Davidson & Co. |
36 |
Spot Trading L.L.C |
36 |
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
36 |
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
36 |
IWM - iSHARES TRUST - iShares Russell 2000 ETF |
36 |
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
36 |
Campbell & CO Investment Adviser LLC |
36 |
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
36 |
Hudson Bay Capital Management LP |
36 |
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
36 |
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
36 |
Capstone Investment Advisors, Llc |
36 |
Pacer Advisors, Inc. |
36 |
Point72 Hong Kong Ltd |
36 |
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
36 |
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
36 |
Los Angeles Capital Management Llc |
36 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
36 |
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
36 |
Acrospire Investment Management LLC |
36 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
36 |
ClariVest Asset Management LLC |
35 |
Axa S.a. |
35 |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
35 |
Assetmark, Inc |
35 |
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
35 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
35 |
National Asset Management, Inc. |
35 |
Franklin Resources Inc |
35 |
Point72 Asset Management, L.P. |
35 |
Menta Capital Llc |
35 |
State of Tennessee, Treasury Department |
35 |
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
35 |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
35 |
Bayesian Capital Management, LP |
35 |
CIBC Private Wealth Group, LLC |
35 |
Hbk Investments L P |
35 |
First Manhattan Co |
35 |
First Horizon Advisors, Inc. |
35 |
Vident Investment Advisory, LLC |
35 |
Cnh Partners Llc |
35 |
Geneos Wealth Management Inc. |
35 |
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
35 |
TCI Wealth Advisors, Inc. |
35 |
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
35 |
State Farm Mutual Fund Trust |
35 |
Css Llc/il |
35 |
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
35 |
VCSLX - VALIC Co I - Small Cap Index Fund |
35 |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
35 |
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
35 |
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
35 |
Spire Wealth Management |
35 |
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
35 |
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
35 |
PENN SERIES FUNDS INC - Small Cap Index Fund |
35 |
State Farm Variable Product Trust |
35 |
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
35 |
Mackay Shields Llc |
34 |
Voloridge Investment Management, Llc |
34 |
Mirae Asset Global Investments Co., Ltd. |
34 |
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
34 |
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
34 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
34 |
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
34 |
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
34 |
IWV - iSHARES TRUST - iShares Russell 3000 ETF |
34 |
Winton Capital Group Ltd |
34 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
34 |
MUFG Americas Holdings Corp |
34 |
Ubs Oconnor Llc |
34 |
Manatuck Hill Partners, LLC |
34 |
Allspring Global Investments Holdings, LLC |
34 |
Penserra Capital Management LLC |
34 |
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
34 |
Jefferies Financial Group Inc. |
34 |
Calamos Advisors LLC |
34 |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
34 |
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
34 |
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
34 |
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
34 |
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
34 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
34 |
Suntrust Banks Inc |
33 |
Covestor Ltd |
33 |
Janus Henderson Group Plc |
33 |
Blair William & Co/il |
33 |
Capital Fund Management S.a. |
33 |
Piedmont Investment Advisors Llc |
33 |
Gamco Investors, Inc. Et Al |
33 |
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
33 |
Global Retirement Partners, LLC |
33 |
Aperio Group, LLC |
33 |
Occudo Quantitative Strategies Lp |
33 |
Driehaus Capital Management Llc |
33 |
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
33 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
33 |
Essex Investment Management Co Llc |
33 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
33 |
Jones Financial Companies Lllp |
33 |
College Retirement Equities Fund |
33 |
Profunds - Profund Vp Ultrasmall-cap |
33 |
Fox Run Management, L.l.c. |
33 |
Profunds - Profund Vp Small-cap |
33 |
Natixis |
33 |
Arizona State Retirement System |
32 |
Y-Intercept (Hong Kong) Ltd |
32 |
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
32 |
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
32 |
SLPIX - Profunds - Small-cap Profund Investor Class |
32 |
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
32 |
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
32 |
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
32 |
Tfs Capital Investment Trust |
32 |
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
32 |
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
32 |
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
32 |
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
32 |
American Portfolios Advisors |
32 |
Lindbrook Capital, Llc |
32 |
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
32 |
Susquehanna Fundamental Investments, Llc |
32 |
Dupont Capital Management Corp |
32 |
Airain ltd |
32 |
Zacks Investment Management |
32 |
Laurion Capital Management LP |
32 |
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
32 |
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
32 |
OMERS ADMINISTRATION Corp |
32 |
Caption Management, LLC |
31 |
Worth Venture Partners, LLC |
31 |
Alpine Global Management, LLC |
31 |
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
31 |
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
31 |
Truist Financial Corp |
31 |
Nine Chapters Capital Management LLC |
31 |
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
31 |
State of Wyoming |
31 |
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
31 |
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
31 |
Cetera Advisor Networks LLC |
31 |
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
31 |
Farther Finance Advisors, LLC |
31 |
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
31 |
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
31 |
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
31 |
Graham Capital Management, L.P. |
31 |
Hartland & Co., LLC |
31 |
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
31 |
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
31 |
RidgeWorth Capital Management LLC |
31 |
AMP Capital Investors Ltd |
31 |
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
31 |
Public Sector Pension Investment Board |
31 |
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
31 |
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
31 |
Canada Pension Plan Investment Board |
31 |
Schroder Investment Management Group |
31 |
Credit Agricole S A |
31 |
Ergoteles LLC |
31 |
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
31 |
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
30 |
Janney Montgomery Scott LLC |
30 |
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
30 |
VDAFX - VALIC Co I - Dynamic Allocation Fund |
30 |
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
30 |
Sowell Financial Services LLC |
30 |
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
30 |
New York State Teachers Retirement System |
30 |
Alyeska Investment Group, L.P. |
30 |
Parkside Financial Bank & Trust |
30 |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
30 |
Atom Investors LP |
30 |
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
30 |
Boston Partners |
30 |
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
30 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
30 |
Landscape Capital Management, L.l.c. |
30 |
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
30 |
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
30 |
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
30 |
Bogle Investment Management L P /de/ |
30 |
Quantamental Technologies LLC |
30 |
Vanguard World Fund |
29 |
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
29 |
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
29 |
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
29 |
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
29 |
Amalgamated Financial Corp. |
29 |
Seacrest Wealth Management, Llc |
29 |
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
29 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
29 |
Gemmer Asset Management LLC |
29 |
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
29 |
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
29 |
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
29 |
Stevens Capital Management Lp |
29 |
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
29 |
Benjamin F. Edwards & Company, Inc. |
29 |
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
29 |
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
29 |
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
29 |
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
29 |
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
29 |
Mackenzie Financial Corp |
29 |
SAC Capital Advisors LP |
29 |
Wealthspire Advisors, L.P. |
29 |
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
29 |
AdvisorNet Financial, Inc |
29 |
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
29 |
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
29 |
KBC Group NV |
29 |
Point72 Asia (Singapore) Pte. Ltd. |
28 |
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
28 |
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
28 |
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
28 |
Ardsley Advisory Partners Lp |
28 |
Jane Street Holding, LLC |
28 |
Regions Financial Corp |
28 |
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
28 |
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
28 |
Picton Mahoney Asset Management |
28 |
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
28 |
Fuller & Thaler Asset Management, Inc. |
28 |
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
28 |
Lord, Abbett & Co. Llc |
28 |
Clear Street Markets Llc |
28 |
VTL Associates, LLC |
28 |
QS Investors, LLC |
28 |
Guggenheim Active Allocation Fund |
28 |
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
28 |
Valeo Financial Advisors, LLC |
28 |
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
28 |
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
28 |
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
28 |
Emerald Acquisition Ltd. |
28 |
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
28 |
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
28 |
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
28 |
Managed Account Advisors Llc |
28 |
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
28 |
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
28 |
Eaton Vance Management |
28 |
Brown Brothers Harriman & Co |
28 |
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
28 |
Navellier & Associates Inc |
28 |
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
28 |
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
27 |
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
27 |
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
27 |
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
27 |
Teachers Retirement System Of The State Of Kentucky |
27 |
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
27 |
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
27 |
Oberweis Asset Management Inc/ |
27 |
Hutchin Hill Capital, LP |
27 |
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
27 |
Healthcare Of Ontario Pension Plan Trust Fund |
27 |
Public Employees Retirement Association Of Colorado |
27 |
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
27 |
Numeric Investors Llc |
27 |
Blackrock Ltd Duration Income Trust |
27 |
Weiss Multi-Strategy Advisers LLC |
27 |
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
27 |
Systematic Financial Management Lp |
27 |
Thompson Siegel & Walmsley Llc |
27 |
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
27 |
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
27 |
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
27 |
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
27 |
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
27 |
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
27 |
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
27 |
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
27 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
27 |
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
27 |
Dark Forest Capital Management Lp |
27 |
TD Waterhouse Canada Inc. |
27 |
Natixis Advisors, L.p. |
27 |
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
27 |
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
27 |
Alpha Paradigm Partners, LLC |
27 |
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
27 |
G2 Investment Partners Management LLC |
27 |
Belpointe Asset Management LLC |
27 |
Cadence Capital Management Llc |
27 |
Tiaa-cref Funds |
27 |
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
27 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
27 |
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
27 |
Howe & Rusling Inc |
27 |
United Services Automobile Association |
26 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
26 |
Lombard Odier Asset Management (USA) Corp |
26 |
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
26 |
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
26 |
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
26 |
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
26 |
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
26 |
Private Trust Co Na |
26 |
First Eagle Investment Management, LLC |
26 |
First Republic Investment Management, Inc. |
26 |
FNY Managed Accounts LLC |
26 |
M&t Bank Corp |
26 |
Aigen Investment Management, Lp |
26 |
EAM Global Investors LLC |
26 |
Alberta Investment Management Corp |
26 |
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
26 |
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
26 |
Versant Capital Management, Inc |
26 |
Municipal Employees' Retirement System of Michigan |
26 |
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
26 |
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
26 |
SRS Capital Advisors, Inc. |
26 |
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
26 |
Dorsey Wright & Associates |
26 |
CoreCap Advisors, LLC |
26 |
Legato Capital Management LLC |
25 |
North Star Investment Management Corp. |
25 |
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
25 |
Diametric Capital, LP |
25 |
Belvedere Trading LLC |
25 |
Caitong International Asset Management Co., Ltd |
25 |
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
25 |
Sofos Investments, Inc. |
25 |
Profund Advisors Llc |
25 |
Stephens Inc /ar/ |
25 |
Loomis Sayles & Co L P |
25 |
NumerixS Investment Technologies Inc |
25 |
Oppenheimer Asset Management Inc. |
25 |
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
25 |
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
25 |
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
25 |
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
25 |
Assenagon Asset Management S.A. |
25 |
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
25 |
Cetera Investment Advisers |
25 |
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
25 |
Proficio Capital Partners LLC |
25 |
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
25 |
Brandywine Global Investment Management, LLC |
25 |
Chicago Equity Partners Llc |
25 |
BlackRock Japan Co. Ltd |
25 |
MAI Capital Management |
25 |
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
25 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
25 |
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
25 |
Weld Capital Management Llc |
25 |
Dynamic Technology Lab Pte Ltd |
25 |
Oppenheimer Funds Inc |
25 |
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
25 |
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
25 |
Ronald Blue Trust, Inc. |
25 |
Glassman Wealth Services |
25 |
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
24 |
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
24 |
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
24 |
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
24 |
FORA Capital, LLC |
24 |
First Mercantile Trust Co |
24 |
Bryn Mawr Capital Management Inc |
24 |
Wedge Capital Management L L P/nc |
24 |
Glazer Capital, Llc |
24 |
Deere & Co |
24 |
Harel Insurance Investments & Financial Services Ltd. |
24 |
First Hawaiian Bank |
24 |
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
24 |
Larson Financial Group LLC |
24 |
State of New Jersey Common Pension Fund D |
24 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
24 |
Cresset Asset Management, LLC |
24 |
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
24 |
Perritt Capital Management Inc |
24 |
Sawtooth Solutions, LLC |
24 |
Point72 (DIFC) Ltd |
24 |
PineBridge Investments, L.P. |
24 |
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
24 |
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
24 |
Commonwealth Equity Services, Inc |
24 |
CENTRAL TRUST Co |
24 |
Virginia Retirement Systems Et Al |
24 |
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
24 |
TENOR CAPITAL MANAGEMENT Co., L.P. |
24 |
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
24 |
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
24 |
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
24 |
Gradient Investments LLC |
24 |
Mariner, LLC |
24 |
Claymore Exchange-traded Fund Trust |
24 |
Delpha Capital Management, Llc |
24 |
Blueshift Asset Management, LLC |
24 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
24 |
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
24 |
Rice Hall James & Associates, Llc |
24 |
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
24 |
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
24 |
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
24 |
Keybank National Association/oh |
23 |
Hancock Whitney Corp |
23 |
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
23 |
Investors Research Corp |
23 |
Employees Retirement System of Texas |
23 |
Lsv Asset Management |
23 |
Daiwa Securities Group Inc. |
23 |
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
23 |
Wealth Enhancement Advisory Services, Llc |
23 |
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
23 |
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
23 |
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
23 |
Capital Performance Advisors Llp |
23 |
Whittier Trust Co |
23 |
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
23 |
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
23 |
Migdal Insurance & Financial Holdings Ltd. |
23 |
WFG Advisors, LP |
23 |
Princeton Alpha Management LP |
23 |
Massmutual Trust Co Fsb/adv |
23 |
Element Capital Management Llc |
23 |
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
23 |
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
23 |
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
23 |
NSGRX - Northern Funds - Northern Small Cap Core Fund |
23 |
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
23 |
PENN SERIES FUNDS INC - International Equity Fund |
23 |
Catalyst Capital Advisors LLC |
23 |
Capstone Asset Management Co |
23 |
Grantham, Mayo, Van Otterloo & Co. LLC |
23 |
Ensign Peak Advisors, Inc |
23 |
Coldstream Capital Management Inc |
23 |
Police & Firemen's Retirement System of New Jersey |
23 |
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
23 |
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
23 |
Palisade Capital Management Llc/nj |
23 |
Mason Street Advisors, Llc |
23 |
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
23 |
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
23 |
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
23 |
Martingale Asset Management L P |
23 |
Vantagepoint Funds |
23 |
Toth Financial Advisory Corp |
23 |
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
23 |
Cornerstone Capital Management Holdings Llc. |
23 |
Teton Advisors, Inc. |
23 |
Skandinaviska Enskilda Banken AB (publ) |
23 |
AE Wealth Management LLC |
23 |
Cerity Partners LLC |
22 |
Brown Advisory Inc |
22 |
Macroview Investment Management Llc |
22 |
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
22 |
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
22 |
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
22 |
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
22 |
Seven Eight Capital, Lp |
22 |
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
22 |
Corebridge Financial, Inc. |
22 |
Carroll Financial Associates, Inc. |
22 |
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
22 |
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
22 |
Rotella Capital Management, Inc. |
22 |
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
22 |
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
22 |
Sculptor Capital LP |
22 |
Berman Capital Advisors, LLC |
22 |
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
22 |
Alambic Investment Management, L.P. |
22 |
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
22 |
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
22 |
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
22 |
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
22 |
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
22 |
Petrus Trust Company, LTA |
22 |
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
22 |
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
22 |
Plante Moran Financial Advisors, LLC |
22 |
Symmetry Peak Management Llc |
22 |
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
22 |
Mml Investors Services, Llc |
22 |
Assured Investment Management LLC |
22 |
Quarry LP |
22 |
DRW Securities, LLC |
22 |
GAMMA Investing LLC |
22 |
Td Asset Management Inc |
22 |
Manchester Capital Management LLC |
22 |
GABELLI & Co INVESTMENT ADVISERS, INC. |
22 |
Reilly Financial Advisors, Llc |
22 |
SIXG - ETF Series Solutions - Defiance Next Gen Connectivity ETF |
22 |
LS Investment Advisors, LLC |
22 |
Prospera Financial Services Inc |
22 |
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
22 |
Texas Permanent School Fund |
22 |
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
22 |
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
22 |
Silverback Asset Management Llc |
22 |
Kestra Advisory Services, LLC |
22 |
Optimum Investment Advisors |
22 |
Rehmann Capital Advisory Group |
22 |
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
22 |
Amundi Pioneer Asset Management Inc |
22 |
Snowden Capital Advisors LLC |
22 |
SG3 Management, LLC |
22 |
Wedbush Securities Inc |
22 |
Alps Advisors Inc |
22 |
IndexIQ Advisors LLC |
22 |
K2 Principal Fund, L.p. |
22 |
Quantitative Investment Management, LLC |
22 |
Vident Advisory, LLC |
21 |
IHT Wealth Management, LLC |
21 |
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
21 |
Aviva Plc |
21 |
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
21 |
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
21 |
White Pine Capital Llc |
21 |
Hood River Capital Management LLC |
21 |
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
21 |
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
21 |
Summit Trail Advisors, Llc |
21 |
Wealthcare Advisory Partners LLC |
21 |
Old Mission Capital Llc |
21 |
Farmers & Merchants Investments Inc |
21 |
Ameritas Investment Corp |
21 |
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA |
21 |
Northern Trust Co Of Connecticut |
21 |
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
21 |
Eqis Capital Management, Inc. |
21 |
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
21 |
Mutual Of America Capital Management Llc |
21 |
Bank Of Nova Scotia |
21 |
Friess Associates Llc |
21 |
Orion Portfolio Solutions, LLC |
21 |
Woodline Partners LP |
21 |
TENG - Direxion Shares ETF Trust - Direxion Daily 5G Communications Bull 2X Shares |
21 |
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
21 |
Nuveen, LLC |
21 |
Paradigm Capital Management Inc/ny |
21 |
Visium Asset Management, LP |
21 |
Point72 Middle East FZE |
21 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
21 |
Shay Capital LLC |
21 |
Advent Capital Management /de/ |
21 |
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
21 |
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
21 |
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
21 |
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
21 |
Ellsworth Growth & Income Fund Ltd |
21 |
Principal Securities, Inc. |
21 |
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
21 |
Stone Ridge Asset Management LLC |
21 |
Oregon Public Employees Retirement Fund |
21 |
Financial Gravity Companies, Inc. |
21 |
Advisors Asset Management, Inc. |
21 |
Hanseatic Management Services Inc |
21 |
Cullen/frost Bankers, Inc. |
21 |
Bancroft Fund Ltd |
21 |
Caxton Associates Lp |
21 |
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
21 |
BNP Paribas Asset Management Holding S.A. |
21 |
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
21 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
21 |
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
21 |
Ionic Capital Management LLC |
21 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
21 |
Karp Capital Management Corp |
21 |
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
21 |
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
21 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
21 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
21 |
Synovus Financial Corp |
20 |
Kornitzer Capital Management Inc /ks |
20 |
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
20 |
Capital Advisors, Ltd. LLC |
20 |
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
20 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
20 |
Sunbelt Securities, Inc. |
20 |
Private Capital Group, LLC |
20 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
20 |
Truvestments Capital Llc |
20 |
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
20 |
MASTER BOND LLC - Master Total Return Portfolio |
20 |
True Wealth Design, LLC |
20 |
Centaurus Financial, Inc. |
20 |
Compagnie Lombard Odier SCmA |
20 |
Intech Investment Management Llc |
20 |
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
20 |
Segall Bryant & Hamill, Llc |
20 |
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
20 |
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
20 |
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
20 |
Brinker Capital Investments, LLC |
20 |
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
20 |
Csenge Advisory Group |
20 |
Crossmark Global Holdings, Inc. |
20 |
UMA Financial Services, Inc. |
20 |
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
20 |
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
20 |
Flagship Harbor Advisors, Llc |
20 |
Newbridge Financial Services Group, Inc. |
20 |
Cornercap Investment Counsel Inc |
20 |
Money Concepts Capital Corp |
20 |
Patriot Financial Group Insurance Agency, LLC |
20 |
Robeco Institutional Asset Management B.V. |
20 |
Paradigm Asset Management Co Llc |
20 |
Anson Funds Management LP |
20 |
Intrinsic Edge Capital Management LLC |
20 |
Sandy Spring Bank |
20 |
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
20 |
C M Bidwell & Associates Ltd |
20 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
20 |
International Assets Investment Management, Llc |
20 |
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
20 |
Asset Management One Co., Ltd. |
20 |
Clearbridge Investments, LLC |
20 |
SECOR Capital Advisors, LP |
20 |
Financial Architects, Inc |
20 |
Boston Private Wealth Llc |
20 |
Riverhead Capital Management Llc |
20 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
20 |
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares |
20 |
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
20 |
CIBC World Markets Inc. |
20 |
Nordea Investment Management Ab |
20 |
QCVAX - Clearwater Investment Trust - Clearwater International Fund |
20 |
SG Capital Management LLC |
20 |
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF |
20 |
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
20 |
Skopos Labs, Inc. |
20 |
Coe Capital Management, LLC |
20 |
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF |
20 |
Brevan Howard Capital Management LP |
20 |
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
20 |
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
20 |
J. Goldman & Co LP |
20 |
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF |
20 |
Moors & Cabot, Inc. |
20 |
ETRADE Capital Management LLC |
20 |
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
20 |
Sonora Investment Management, LLC |
20 |
Whitebox Advisors Llc |
19 |
Quantinno Capital Management LP |
19 |
Harbor Investment Advisory, Llc |
19 |
Shell Asset Management Co |
19 |
FIL Ltd |
19 |
Diversified Trust Co |
19 |
FNY Partners Fund LP |
19 |
Quantitative Systematic Strategies LLC |
19 |
Rothschild Investment Llc |
19 |
Smith Asset Management Group Lp |
19 |
CWM Advisors, LLC |
19 |
Millrace Asset Group, Inc. |
19 |
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 |
19 |
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
19 |
Sherbrooke Park Advisers Llc |
19 |
Pine River Capital Management L.P. |
19 |
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
19 |
Elkfork Partners LLC |
19 |
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
19 |
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
19 |
Amundi |
19 |
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
19 |
AWM Investment Company, Inc. |
19 |
State of Alaska, Department of Revenue |
19 |
Formula Growth Ltd |
19 |
FinTrust Capital Advisors, LLC |
19 |
Smartleaf Asset Management LLC |
19 |
Edmond De Rothschild Holding S.a. |
19 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
19 |
Keebeck Alpha, LP |
19 |
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
19 |
Gabelli Convertible & Income Securities Fund Inc |
19 |
Bailard, Inc. |
19 |
RBB FUND, INC. - Adara Smaller Companies Fund |
19 |
Sei Trust Co |
19 |
GAM Holding AG |
19 |
Jennison Associates Llc |
19 |
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
19 |
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
19 |
Catalyst Funds Management Pty Ltd |
19 |
IDGT - iSHARES TRUST - iShares North American Tech-Multimedia Networking ETF |
19 |
Brewin Dolphin Ltd |
19 |
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
19 |
Advanced Series Trust - Ast Small-cap Growth Portfolio |
19 |
Shepherd Kaplan Krochuk, Llc |
19 |
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
19 |
Gilder Gagnon Howe & Co Llc |
19 |
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
19 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
19 |
GV Financial Advisors |
19 |
Nicholas Investment Partners, LP |
19 |
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
19 |
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
19 |
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
19 |
EntryPoint Capital, LLC |
19 |
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
19 |
Ontario Teachers Pension Plan Board |
19 |
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
19 |
Water Island Capital Llc |
19 |
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
19 |
Winslow, Evans & Crocker, Inc. |
19 |
Absolute Return Capital, LLC |
19 |
Sanctuary Wealth Advisors, LLC |
19 |
FineMark National Bank & Trust |
19 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
19 |
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
19 |
Liberty Mutual Group Asset Management Inc. |
19 |
Maverick Capital Ltd |
19 |
First Quadrant L P/ca |
19 |
Louisiana State Employees Retirement System |
19 |
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
19 |
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
19 |
Tradewinds Capital Management, LLC |
19 |
Leap Investments Lp |
19 |
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
18 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
18 |
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
18 |
Johnson Financial Group, Inc. |
18 |
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
18 |
Cornerstone Advisors, Inc. |
18 |
Timber Hill LLC |
18 |
Jaffetilchin Investment Partners, LLC |
18 |
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
18 |
FLDFX - Meeder Funds - BALANCED FUND Retail Class |
18 |
Cipher Capital LP |
18 |
Barrow Hanley Mewhinney & Strauss Llc |
18 |
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
18 |
Harber Asset Management Llc |
18 |
Scotia Capital Inc. |
18 |
Blackrock Credit Allocation Income Trust |
18 |
Irish Life Investment Managers Ltd. |
18 |
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
18 |
Invictus RG |
18 |
Gardner Lewis Asset Management L P |
18 |
Advisory Research Inc |
18 |
Nebula Research & Development LLC |
18 |
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
18 |
JNBA Financial Advisors |
18 |
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
18 |
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) |
18 |
Linden Advisors Lp |
18 |
B. Riley Financial, Inc. |
18 |
Golden State Wealth Management, LLC |
18 |
RMB Capital Management, LLC |
18 |
Focused Wealth Management, Inc |
18 |
Exchange Traded Concepts, Llc |
18 |
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
18 |
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
18 |
CIBC Asset Management Inc |
18 |
Altshuler Shaham Ltd |
18 |
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
18 |
Wipfli Financial Advisors Llc, |
18 |
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
18 |
Glen Harbor Capital Management LLC |
18 |
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
18 |
Silvercrest Asset Management Group Llc |
18 |
Blackrock Debt Strategies Fund, Inc. |
18 |
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
18 |
Fisher Asset Management, LLC |
18 |
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
18 |
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
18 |
Pinnacle Wealth Planning Services, Inc. |
18 |
Tocqueville Asset Management L.p. |
18 |
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
18 |
Ellevest, Inc. |
18 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
18 |
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
18 |
DLD Asset Management, LP |
18 |
CI Private Wealth, LLC |
18 |
Atria Investments Llc |
18 |
BlackRock Credit Strategies Fund |
18 |
Headlands Technologies LLC |
18 |
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
18 |
Institutional & Family Asset Management, Llc |
18 |
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
18 |
DekaBank Deutsche Girozentrale |
18 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
18 |
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
18 |
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
18 |
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
18 |
Creative Financial Designs Inc /adv |
18 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
18 |
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
18 |
Great Lakes Advisors, Llc |
18 |
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
18 |
Rydex Etf Trust |
18 |
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
18 |
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
18 |
Granite Investment Partners, LLC |
18 |
Pathstone Family Office, Llc |
18 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
18 |
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
18 |
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
18 |
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
18 |
Boardman Bay Capital Management Llc |
18 |
Meadow Creek Investment Management LLC |
18 |
Advent Claymore Convertible Securities & Income Fund |
17 |
Quest Partners LLC |
17 |
Weiss Strategic Interval Fund |
17 |
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
17 |
Toroso Investments, LLC |
17 |
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
17 |
Wilbanks Smith & Thomas Asset Management Llc |
17 |
Gts Securities Llc |
17 |
Signet Financial Management, Llc |
17 |
Mesirow Financial Investment Management, Inc. |
17 |
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
17 |
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
17 |
Ssi Investment Management Llc |
17 |
Cetera Advisors LLC |
17 |
Castleark Management Llc |
17 |
Hantz Financial Services, Inc. |
17 |
Aristides Capital LLC |
17 |
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
17 |
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
17 |
Salem Investment Counselors Inc |
17 |
Van Eck Associates Corp |
17 |
Summit Global Investments |
17 |
General Motors Investment Management Corp |
17 |
Stanley-Laman Group, Ltd. |
17 |
FDMAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Communications Equipment Fund Class A |
17 |
FDx Advisors, Inc. |
17 |
Banque Cantonale Vaudoise |
17 |
Yousif Capital Management, Llc |
17 |
Baker Avenue Asset Management, LP |
17 |
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
17 |
AHL Partners LLP |
17 |
Yakira Capital Management, Inc. |
17 |
Barings Llc |
17 |
Spot Trading L.l.c. |
17 |
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
17 |
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
17 |
Cornerstone Investment Partners, LLC |
17 |
Prescott Group Capital Management, L.l.c. |
17 |
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
17 |
Ameritas Advisory Services, LLC |
17 |
Wunderlich Securities, Inc. |
17 |
Vantage Consulting Group Inc |
17 |
Chartwell Investment Partners, Llc |
17 |
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
17 |
Parametrica Management Ltd |
17 |
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
17 |
Counterpoint Mutual Funds LLC |
17 |
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
17 |
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
17 |
Penn Capital Management Co Inc |
17 |
Pinnacle Associates Ltd |
17 |
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
17 |
Baird Financial Group, Inc. |
17 |
Sutton Wealth Advisors Inc. |
17 |
Handelsbanken Fonder AB |
17 |
Peak6 Llc |
17 |
USA Financial Portformulas Corp |
17 |
Sciencast Management LP |
17 |
Profunds - Profund Vp Oil & Gas |
17 |
Invesco Senior Loan Fund |
17 |
Avantax Advisory Services, Inc. |
17 |
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
17 |
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
17 |
Axq Capital, Lp |
17 |
Avantax Planning Partners, Inc. |
17 |
Versor Investments LP |
17 |
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
17 |
Regal Investment Advisors LLC |
17 |
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
17 |
Calamos Global Dynamic Income Fund |
17 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
17 |
Mckinley Capital Management Llc /delaware |
17 |
Rise Advisors, LLC |
17 |
Bell Investment Advisors, Inc |
17 |
Veritable, L.P. |
17 |
Crewe Advisors LLC |
17 |
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
17 |
MYDA Advisors LLC |
17 |
Financial Advocates Investment Management |
17 |
J.w. Cole Advisors, Inc. |
17 |
Tarbox Family Office, Inc. |
17 |
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
17 |
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
17 |
Cowen Prime Services LLC |
17 |
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
17 |
FSDCX - FIDELITY SELECT PORTFOLIOS - Communications Equipment Portfolio |
17 |
MUFG Securities EMEA plc |
17 |
Old Mutual Customised Solutions (proprietary) Ltd |
17 |
Etf Managers Group, Llc |
17 |
Cornerstone Planning Group LLC |
17 |
Invesco Senior Income Trust |
17 |
NewSquare Capital LLC |
17 |
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF |
16 |
Hussman Strategic Advisors, Inc. |
16 |
Commonwealth Bank Of Australia |
16 |
Bokf, Na |
16 |
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
16 |
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
16 |
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
16 |
Mount Yale Investment Advisors, LLC |
16 |
Coastal Investment Advisors, Inc. |
16 |
Itau Unibanco Holding S.A. |
16 |
RSSL - Global X Funds - Global X Russell 2000 ETF |
16 |
Bluefin Capital Management, Llc |
16 |
BDO Wealth Advisors, LLC |
16 |
Advanced Series Trust - Ast Small-cap Value Portfolio |
16 |
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
16 |
Harvest Capital Strategies LLC |
16 |
Cowen Group, Inc. |
16 |
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
16 |
Oppenheimer Etf Trust |
16 |
XTL - SPDR SERIES TRUST - SPDR(R) S&P(R) Telecom ETF |
16 |
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
16 |
Bartlett & Co. LLC |
16 |
Bridgefront Capital, LLC |
16 |
Cable Hill Partners, LLC |
16 |
Blackrock Multi-sector Income Trust |
16 |
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
16 |
Levin Capital Strategies, L.p. |
16 |
King Luther Capital Management Corp |
16 |
1492 Capital Management LLC |
16 |
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
16 |
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
16 |
Mint Tower Capital Management B.V. |
16 |
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
16 |
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
16 |
Qs Batterymarch Financial Management, Inc |
16 |
Kestra Private Wealth Services, Llc |
16 |
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
16 |
Cvi Holdings, Llc |
16 |
Rafferty Asset Management, LLC |
16 |
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
16 |
Independent Portfolio Consultants, Inc. |
16 |
Pitcairn Co |
16 |
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
16 |
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
16 |
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
16 |
Cinctive Capital Management LP |
16 |
BTG Pactual Global Asset Management Ltd |
16 |
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
16 |
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
16 |
Sound Income Strategies, LLC |
16 |
Pentwater Capital Management LP |
16 |
Blackrock Core Bond Trust |
16 |
Weiss Asset Management LP |
16 |
Campbell Multi-strategy Trust |
16 |
Moore Capital Management, Lp |
16 |
Trust Co Of Vermont |
16 |
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
16 |
Invictus RG Pte. Ltd. |
16 |
Evoke Wealth, Llc |
16 |
Holocene Advisors, LP |
16 |
Eagle Asset Management Inc |
16 |
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
16 |
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
16 |
Ritholtz Wealth Management |
16 |
Sageworth Trust Co |
16 |
Vanguard Horizon Funds |
16 |
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
16 |
Blackrock Corporate High Yield Fund, Inc. |
16 |
Alphacrest Capital Management Llc |
16 |
Jfs Wealth Advisors, Llc |
16 |
Kovack Advisors, Inc. |
16 |
Vestcor Inc |
16 |
Nomura Asset Management Co Ltd |
16 |
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
16 |
Maven Securities LTD |
16 |
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
16 |
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
16 |
Glen Eagle Advisors, LLC |
16 |
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
16 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
16 |
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
16 |
Convergence Investment Partners, LLC |
16 |
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
16 |
CenterBook Partners LP |
16 |
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
16 |
Clinton Group Inc |
16 |
Foundry Partners, LLC |
16 |
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
16 |
Mercer Global Advisors Inc /adv |
16 |
World Asset Management Inc |
16 |
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
16 |
Knight Capital Group, Inc. |
16 |
Maryland State Retirement & Pension System |
16 |
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
16 |
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
16 |
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
16 |
We Are One Seven, LLC |
16 |
Piper Sandler & Co. |
16 |
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
16 |
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
16 |
Shelton Capital Management |
16 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
16 |
Umb Bank N A/mo |
16 |
Mason Street Advisors, Llc |
15 |
Cary Street Partner Investment Advisory Llc |
15 |
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
15 |
Mirabella Financial Services Llp |
15 |
Laurel Wealth Advisors LLC |
15 |
Resources Investment Advisors, LLC. |
15 |
Twinbeech Capital Lp |
15 |
Rational Advisors Llc |
15 |
Clearline Capital LP |
15 |
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
15 |
RYMIX - RYDEX SERIES FUNDS - Telecommunications Fund Investor Class |
15 |
Northpointe Capital Llc |
15 |
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
15 |
WealthPLAN Partners, LLC |
15 |
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
15 |
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
15 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
15 |
United Capital Financial Advisers, Llc |
15 |
CenterStar Asset Management, LLC |
15 |
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
15 |
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
15 |
Moody National Bank Trust Division |
15 |
Koshinski Asset Management, Inc. |
15 |
Ing Groep Nv |
15 |
Renaissance Group Llc |
15 |
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
15 |
Concord Wealth Partners |
15 |
Steward Financial Group LLC |
15 |
James Investment Research Inc |
15 |
Denali Advisors Llc |
15 |
Bartlett & Co. Wealth Management Llc |
15 |
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
15 |
Washington Trust Bank |
15 |
Hartford Mutual Funds Inc/ct |
15 |
Herald Investment Management Ltd |
15 |
SOUTH STATE Corp |
15 |
Harvest Fund Management Co., Ltd |
15 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
15 |
Royce Micro-cap Trust, Inc /md/ |
15 |
Phoenix Holdings Ltd. |
15 |
National Planning Corp |
15 |
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
15 |
Tompkins Financial Corp |
15 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
15 |
Malaga Cove Capital, LLC |
15 |
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
15 |
Integral Derivatives, LLC |
15 |
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
15 |
Wasatch Advisors Inc |
15 |
Jain Global LLC |
15 |
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
15 |
Teton Westwood Funds |
15 |
Jump Trading, LLC |
15 |
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
15 |
FDCPX - FIDELITY SELECT PORTFOLIOS - Computers Portfolio |
15 |
Symphony Asset Management Llc |
15 |
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
15 |
Castle Creek Arbitrage, LLC |
15 |
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
15 |
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
15 |
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
15 |
Analytic Investors, LLC |
15 |
Jnl Variable Fund Llc - Jnl/mellon Information Technology Sector Fund (a) |
15 |
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
15 |
Nbc Securities, Inc. |
15 |
GLG Partners LP |
15 |
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
15 |
Heartland Advisors Inc |
15 |
Needham Investment Management Llc |
15 |
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
15 |
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
15 |
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
15 |
Twin Tree Management, LP |
15 |
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
15 |
Societe Generale |
15 |
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
15 |
LTL - PROSHARES TRUST - ProShares Ultra Telecommunications |
15 |
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
15 |
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
15 |
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
15 |
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares |
15 |
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
15 |
Allianzgi Diversified Income & Convertible Fund |
15 |
Profunds - Profund Vp Telecommunications |
15 |
RYDEX VARIABLE TRUST - Telecommunications Fund Variable Annuity |
15 |
Colony Group Llc |
15 |
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
15 |
Oaktree Capital Management Lp |
15 |
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
15 |
Caas Capital Management Lp |
15 |
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
15 |
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
15 |
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
15 |
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
15 |
Fiera Capital Corp |
15 |
Eudaimonia Partners, LLC |
15 |
Connor Clark & Lunn Investment Management Ltd |
15 |
Capital Bank & Trust Co |
15 |
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
15 |
Aster Capital Management (DIFC) Ltd |
15 |
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
15 |
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB |
15 |
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class |
15 |
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
15 |
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A |
15 |
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
15 |
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
14 |
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
14 |
Cowen And Company, Llc |
14 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
14 |
CenterStar Fund, LLC |
14 |
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
14 |
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
14 |
New York Life Investment Management Llc |
14 |
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
14 |
Guardian Wealth Advisors, LLC |
14 |
Arkadios Wealth Advisors |
14 |
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
14 |
Bogart Wealth, LLC |
14 |
Advisors Preferred, LLC |
14 |
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
14 |
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class |
14 |
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N |
14 |
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
14 |
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
14 |
Adage Capital Partners Gp, L.l.c. |
14 |
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
14 |
Harvest Group Wealth Management, Llc |
14 |
Nvwm, Llc |
14 |
R Squared Ltd |
14 |
Trustcore Financial Services, Llc |
14 |
Wealthfront Inc |
14 |
Evercore Wealth Management, LLC |
14 |
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
14 |
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
14 |
Winton Diversified Opportunities Fund |
14 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
14 |
Certified Advisory Corp |
14 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
14 |
Cibc World Markets Corp |
14 |
Klp Kapitalforvaltning As |
14 |
Fred Alger Management, Llc |
14 |
Citizens Financial Group Inc/ri |
14 |
Retirement Systems of Alabama |
14 |
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
14 |
San Francisco Sentry Investment Group (ca) |
14 |
Bluefin Trading, LLC |
14 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
14 |
Abound Wealth Management |
14 |
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
14 |
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
14 |
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
14 |
Innealta Capital, Llc |
14 |
Hennessy Advisors Inc |
14 |
Cordant, Inc. |
14 |
Dubuque Bank & Trust Co |
14 |
Capital Analysts, Inc. |
14 |
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
14 |
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
14 |
Lido Advisors, LLC |
14 |
Rothschild Asset Management Inc |
14 |
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
14 |
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
14 |
Sigma Planning Corp |
14 |
Boussard & Gavaudan Investment Management LLP |
14 |
Columbus Circle Investors |
14 |
Zebra Capital Management LLC |
14 |
Banque Transatlantique SA |
14 |
Teza Capital Management LLC |
14 |
Earnest Partners Llc |
14 |
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
14 |
Marathon Capital Management |
14 |
Balter Liquid Alternatives, LLC |
14 |
TCPIX - Profunds - Telecommunications Ultrasector Profund Investor Class |
14 |
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
14 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
14 |
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
14 |
PTF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Technology Momentum ETF |
14 |
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
14 |
Twin Peaks Wealth Advisors, LLC |
14 |
Liberty Wealth Management Llc |
14 |
Azzad Asset Management Inc /adv |
14 |
Ieq Capital, Llc |
14 |
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
14 |
SJS Investment Consulting Inc. |
14 |
Prestige Wealth Management Group LLC |
14 |
Venturi Wealth Management, LLC |
14 |
IMC-Chicago, LLC |
14 |
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
14 |
Jupiter Asset Management Ltd |
14 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
14 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
14 |
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
14 |
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
14 |
Whittier Trust Co Of Nevada Inc |
14 |
New England Securities Corp /MA/ |
14 |
Koch Industries Inc |
14 |
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
14 |
Stephens Consulting, LLC |
14 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
14 |
Baystate Wealth Management LLC |
14 |
Vontobel Holding Ltd. |
14 |
Context Capital Management, LLC |
14 |
Financial Management Professionals, Inc. |
14 |
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
14 |
Stoneridge Investment Partners Llc |
14 |
AIGH Capital Management LLC |
14 |
Enterprise Financial Services Corp |
14 |
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
14 |
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
14 |
Maplelane Capital, Llc |
14 |
Sargent Bickham Lagudis LLC |
14 |
Old Mutual Global Investors (UK) Ltd. |
14 |
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
14 |
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
14 |
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
14 |
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
14 |
Portolan Capital Management, LLC |
14 |
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
14 |
Index Management Solutions, LLC |
14 |
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
14 |
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
14 |
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class |
14 |
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
14 |
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
14 |
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
14 |
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
14 |
Atria Wealth Solutions, Inc. |
14 |
Basso Capital Management, L.p. |
14 |
Tibra Equities Europe Ltd |
14 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
14 |
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
14 |
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
14 |
nVerses Capital, LLC |
14 |
Commerzbank Aktiengesellschaft /fi |
14 |
Pictet Asset Management Ltd |
14 |
P Schoenfeld Asset Management Lp |
14 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
14 |
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
14 |
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
14 |
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
14 |
Xact Kapitalforvaltning AB |
14 |
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
14 |
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
13 |
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
13 |
Securian Asset Management, Inc |
13 |
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
13 |
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
13 |
Schubert & Co |
13 |
ArrowMark Colorado Holdings LLC |
13 |
Pictet Asset Management Holding SA |
13 |
Wexford Capital Lp |
13 |
Moloney Securities Asset Management, LLC |
13 |
Independent Advisor Alliance |
13 |
GPS Wealth Strategies Group, LLC |
13 |
First Citizens Bank & Trust Co |
13 |
Harvest Management Llc |
13 |
Segantii Capital Management Ltd |
13 |
Capital Investment Advisory Services, LLC |
13 |
Valley National Advisers Inc |
13 |
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
13 |
Ajo, Lp |
13 |
Hexagon Capital Partners LLC |
13 |
Quent Capital, LLC |
13 |
CPSIX - Unified Series Trust - Fci Bond Fund |
13 |
StoneX Group Inc. |
13 |
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
13 |
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio |
13 |
Beacon Capital Management, LLC |
13 |
Trellus Management Company, LLC |
13 |
Voya Prime Rate Trust |
13 |
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
13 |
Covington Capital Management |
13 |
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
13 |
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
13 |
Agf Investments Inc. |
13 |
Hm Payson & Co |
13 |
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
13 |
Everence Capital Management Inc |
13 |
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
13 |
JustInvest LLC |
13 |
Ziegler Capital Management, LLC |
13 |
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
13 |
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
13 |
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
13 |
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
13 |
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
13 |
Total Clarity Wealth Management, Inc. |
13 |
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
13 |
Townsquare Capital Llc |
13 |
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
13 |
QQQS - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Future Gen 200 ETF |
13 |
Redwood Wealth Management Group, LLC |
13 |
Meridian Wealth Partners, LLC |
13 |
First New York Securities Llc /ny |
13 |
VIEX Capital Advisors, LLC |
13 |
Hartford Series Fund Inc |
13 |
Ashton Thomas Private Wealth, LLC |
13 |
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
13 |
Massachusetts Financial Services Co /ma/ |
13 |
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
13 |
People's United Financial, Inc. |
13 |
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
13 |
Merit Financial Group, LLC |
13 |
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
13 |
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
13 |
Bluestein R H & Co |
13 |
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
13 |
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
13 |
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
13 |
Ibex Investors LLC |
13 |
Senvest Management, LLC |
13 |
Advisor Resource Council |
13 |
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
13 |
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
13 |
Tucker Asset Management Llc |
13 |
Yorktown Management & Research Co Inc |
13 |
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
13 |
Brinker Capital Inc |
13 |
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
13 |
Arrowgrass Capital Partners (us) Lp |
13 |
Bb&t Securities, Llc |
13 |
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
13 |
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
13 |
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
13 |
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
13 |
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
13 |
Virtus Global Dividend & Income Fund Inc. |
13 |
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
13 |
BFOR - ALPS ETF Trust - Barron's 400 ETF |
13 |
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
13 |
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
13 |
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
13 |
Private Wealth Management Group, LLC |
13 |
NorthCoast Asset Management LLC |
13 |
IYZ - iSHARES TRUST - iShares U.S. Telecommunications ETF |
13 |
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
13 |
Savant Capital, LLC |
13 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
13 |
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
13 |
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
13 |
Cornerstone Wealth Management, LLC |
13 |
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
13 |
Td Private Client Wealth Llc |
13 |
Strategic Wealth Partners, Ltd. |
13 |
State Of Michigan Retirement System |
13 |
First Allied Advisory Services, Inc. |
13 |
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
13 |
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
13 |
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
13 |
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
13 |
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund |
13 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
13 |
Turner Investments, L.p. |
13 |
Prime Capital Investment Advisors, LLC |
13 |
One Wealth Advisors, LLC |
13 |
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
13 |
I.g. Investment Management, Ltd. |
13 |
AlphaOne Investment Services, LLC |
13 |
Crestline Management, LP |
13 |
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
13 |
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
13 |
Capital Guardian Trust Co |
13 |
Lenox Wealth Advisors, LLC |
13 |
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
13 |
Scientech Research LLC |
13 |
Kistler-Tiffany Companies, LLC |
13 |
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
13 |
Pathstone Holdings, LLC |
13 |
Platinum Management (NY) LLC |
13 |
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
13 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
13 |
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
13 |
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
13 |
Bard Associates Inc |
13 |
BBT Capital Management, LLC |
13 |
Relative Value Fund |
13 |
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
13 |
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
13 |
MCF Advisors LLC |
13 |
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
13 |
Mv Capital Management, Inc. |
13 |
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
13 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
13 |
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
13 |
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
13 |
Fieldpoint Private Securities, LLC |
13 |
Gruber & Mcbaine Capital Management Llc |
12 |
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares |
12 |
Dynamic Advisor Solutions LLC |
12 |
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
12 |
Carolinas Wealth Consulting Llc |
12 |
Cavalier Investments, LLC |
12 |
Harvey Partners, LLC |
12 |
Ethic Inc. |
12 |
Anchor Investment Management, LLC |
12 |
Allianzgi Convertible & Income Fund |
12 |
Hodges Capital Management Inc. |
12 |
CLARET ASSET MANAGEMENT Corp |
12 |
GIMFX - GMO TRUST - GMO Implementation Fund |
12 |
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
12 |
Allianzgi Convertible & Income Fund Ii |
12 |
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
12 |
Disciplined Investments, LLC |
12 |
Vanguard Whitehall Funds |
12 |
MBEQX - M FUND INC - M International Equity Fund |
12 |
DnB Asset Management AS |
12 |
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
12 |
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
12 |
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
12 |
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
12 |
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
12 |
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
12 |
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
12 |
Cortina Asset Management, LLC |
12 |
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
12 |
Humankind Benefit Corp - Humankind US Stock ETF |
12 |
Brandes Investment Partners, Lp |
12 |
Calamos Strategic Total Return Fund |
12 |
Allianzgi Equity & Convertible Income Fund |
12 |
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
12 |
Marathon Trading Investment Management LLC |
12 |
West Tower Group, LLC |
12 |
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
12 |
AHIVX - American Century Investment Trust - High Income Fund Investor Class |
12 |
Perigon Wealth Management, LLC |
12 |
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
12 |
Gupta Wealth Management LLC |
12 |
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
12 |
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
12 |
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
12 |
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
12 |
Cooper Creek Partners Management Llc |
12 |
Westchester Capital Management, LLC |
12 |
Warren Averett Asset Management, LLC |
12 |
Evergreen Capital Management Llc |
12 |
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
12 |
Cambridge Trust Co |
12 |
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
12 |
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
12 |
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
12 |
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
12 |
Chase Investment Counsel Corp |
12 |
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
12 |
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
12 |
Putnam Premier Income Trust |
12 |
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
12 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
12 |
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
12 |
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
12 |
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
12 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 |
12 |
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
12 |
TRUE Private Wealth Advisors |
12 |
Avion Wealth |
12 |
Westpac Banking Corp |
12 |
Accurate Wealth Management, LLC |
12 |
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
12 |
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
12 |
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
12 |
Leuthold Group, Llc |
12 |
Candriam Luxembourg S.C.A. |
12 |
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
12 |
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
12 |
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. |
12 |
Select Equity Group, L.P. |
12 |
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares |
12 |
K.J. Harrison & Partners Inc |
12 |
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
12 |
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF |
12 |
Edge Advisors, Llc |
12 |
Smithfield Trust Co |
12 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
12 |
Lisanti Capital Growth, LLC |
12 |
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
12 |
Kanaly Trust Co |
12 |
Putnam Master Intermediate Income Trust |
12 |
Emerald Advisers, Llc |
12 |
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
12 |
WealthTrust-Arizona, LLC |
12 |
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
12 |
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
12 |
Royce Value Trust Inc |
12 |
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
12 |
Zazove Associates Llc |
12 |
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
12 |
Bedel Financial Consulting, Inc. |
12 |
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
12 |
Tradition Wealth Management, LLC |
12 |
Geduld E E |
12 |
Krilogy Financial LLC |
12 |
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
12 |
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
12 |
Freestone Capital Holdings, LLC |
12 |
Arden Investment Series Trust |
12 |
Exane Derivatives |
12 |
Susquehanna Portfolio Strategies, LLC |
12 |
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
12 |
Caisse De Depot Et Placement Du Quebec |
12 |
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
12 |
Xponance, Inc. |
12 |
Harbor Capital Advisors, Inc. |
12 |
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
12 |
Alpine Associates Management Inc. |
12 |
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
12 |
First Personal Financial Services |
12 |
Telemetry Investments, L.L.C. |
12 |
Waddell & Reed Financial Inc |
12 |
Nkcfo Llc |
12 |
Bowling Portfolio Management LLC |
12 |
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
12 |
Westside Investment Management, Inc. |
12 |
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
12 |
Stonebridge Capital Advisors LLC |
12 |
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
12 |
Precept Management LLC |
12 |
Lapides Asset Management, LLC |
12 |
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
12 |
Knights of Columbus Asset Advisors LLC |
12 |
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
12 |
Empyrean Capital Partners, LP |
12 |
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
12 |
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
12 |
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
12 |
Vertex One Asset Management Inc. |
12 |
Equitec Proprietary Markets, Llc |
12 |
Contravisory Investment Management, Inc. |
12 |
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
12 |
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
12 |
Wealth Quarterback LLC |
12 |
TIG Advisors, LLC |
12 |
HBK Sorce Advisory LLC |
12 |
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
12 |
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
12 |
Fortitude Family Office, LLC |
12 |
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
12 |
Mycio Wealth Partners, Llc |
12 |
Polar Capital LLP |
12 |
Next Financial Holdings |
12 |
HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
12 |
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
12 |
Columbia Partners L L C Investment Management |
12 |
Comerica Securities,inc. |
12 |
Verus Capital Partners, Llc |
12 |
1832 Asset Management L.P. |
12 |
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
12 |
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
12 |
Carlson Capital L P |
12 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
12 |
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
12 |
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I |
12 |
Janus Capital Management Llc |
12 |
Brookstone Capital Management |
12 |
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
12 |
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
12 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
12 |
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
12 |
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
12 |
First Interstate Bank |
12 |
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
12 |
Tcw Group Inc |
12 |
Pearl River Capital, LLC |
12 |
Pictet Asset Management Sa |
12 |
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
12 |
Winfield Associates, Inc. |
12 |
Front Row Advisors LLC |
12 |
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
12 |
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
12 |
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
12 |
Alexandria Capital, LLC |
12 |
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
12 |
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
12 |
Corton Capital Inc. |
12 |
Hudock, Inc. |
12 |
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
12 |
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
11 |
Edgestream Partners, L.P. |
11 |
Camden Asset Management L P /ca |
11 |
Sequoia Financial Advisors, LLC |
11 |
Clear Harbor Asset Management, LLC |
11 |
XHYT - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF |
11 |
Empowered Funds, LLC |
11 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
11 |
Tortoise Investment Management, LLC |
11 |
Bellwether Investment Group, LLC |
11 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
11 |
Meridian Wealth Management, LLC |
11 |
AMH Equity Ltd |
11 |
Mather Group, Llc. |
11 |
Spring Creek Capital Llc |
11 |
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
11 |
Kayne Anderson Rudnick Investment Management Llc |
11 |
Utah Retirement Systems |
11 |
Hartford Investment Management Co |
11 |
Pinkerton Retirement Specialists, LLC |
11 |
Fortis Advisors, LLC |
11 |
Chevy Chase Trust Holdings, Inc. |
11 |
272 Capital LP |
11 |
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
11 |
SpiderRock Trading LLC |
11 |
Westfield Capital Management Co Lp |
11 |
Alpha Windward Llc |
11 |
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
11 |
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
11 |
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
11 |
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
11 |
GW&K Investment Management, LLC |
11 |
First Horizon Corp |
11 |
Integrated Investment Consultants, LLC |
11 |
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
11 |
AlphaMark Advisors, LLC |
11 |
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
11 |
Harbour Capital Advisors, LLC |
11 |
Dynamic Capital Management Ltd |
11 |
Emerald Investment Partners, Llc |
11 |
Wells Fargo Multi-sector Income Fund |
11 |
Dreman Value Management, L L C |
11 |
Kelly Financial Services LLC |
11 |
Pier Capital, LLC |
11 |
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
11 |
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
11 |
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
11 |
Atlas Capital Advisors Llc |
11 |
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class |
11 |
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
11 |
Shapiro Robert N |
11 |
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
11 |
Rsm Us Wealth Management Llc |
11 |
Checchi Capital Advisers, LLC |
11 |
Tradeworx Inc. |
11 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
11 |
Claraphi Advisory Network, LLC |
11 |
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
11 |
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class |
11 |
Redwood Investments, LLC |
11 |
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
11 |
Venture Visionary Partners LLC |
11 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
11 |
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
11 |
Meitav Dash Investments Ltd |
11 |
Cigna Investments Inc /new |
11 |
Summit Partners Public Asset Management, Llc |
11 |
McIlrath & Eck, LLC |
11 |
Sageworth Trust Co of South Dakota |
11 |
Gyon Technologies Capital Management, LP |
11 |
Dana Investment Advisors, Inc. |
11 |
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
11 |
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
11 |
VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
11 |
Tokio Marine Asset Management Co Ltd |
11 |
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
11 |
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
11 |
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
11 |
Intellectus Partners, LLC |
11 |
BNP Paribas Investment Partners S.A. |
11 |
Granite Point Capital Management, L.P. |
11 |
Bridgewater Associates, LP |
11 |
BerganKDV Wealth Management, LLC |
11 |
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
11 |
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
11 |
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
11 |
MERVX - MERGER FUND VL - The Merger Fund VL |
11 |
Invesco Dynamic Credit Opportunities Fund |
11 |
Gierl Augustine Investment Management Inc |
11 |
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
11 |
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund |
11 |
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
11 |
Inceptionr Llc |
11 |
Calamos Dynamic Convertible & Income Fund |
11 |
Calamos Convertible & High Income Fund |
11 |
Old National Bancorp /in/ |
11 |
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
11 |
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
11 |
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
11 |
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A |
11 |
Winch Advisory Services, LLC |
11 |
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
11 |
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
11 |
Calamos Convertible Opportunities & Income Fund |
11 |
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
11 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
11 |
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
11 |
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
11 |
Nokomis Capital, L.L.C. |
11 |
Claro Advisors LLC |
11 |
AdvisorShares Investments LLC |
11 |
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
11 |
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
11 |
Tcwp Llc |
11 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
11 |
Asset Dedication, LLC |
11 |
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
11 |
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
11 |
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
11 |
Enlightenment Research, LLC |
11 |
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
11 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
11 |
361 Capital Llc |
11 |
HYLD - Exchange Listed Funds Trust - High Yield ETF |
11 |
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
11 |
Beaird Harris Wealth Management, LLC |
11 |
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund |
11 |
Elite Wealth Management, Inc. |
11 |
Munder Capital Management |
11 |
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
11 |
Lucus Advisors Llc |
11 |
Emerald Mutual Fund Advisers Trust |
11 |
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
11 |
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
11 |
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
11 |
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
11 |
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
11 |
JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
11 |
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
11 |
Vaughan Nelson Investment Management, L.p. |
11 |
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
11 |
Pacitti Group Inc. |
11 |
Ci Investments Inc. |
11 |
Hatteras Funds, LLC |
11 |
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
11 |
South Dakota Investment Council |
11 |
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
11 |
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
11 |
Concurrent Investment Advisors, LLC |
11 |
ORG Partners LLC |
11 |
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
11 |
Kavar Capital Partners, LLC |
11 |
CVA Family Office, LLC |
11 |
Vivaldi Asset Management, LLC |
11 |
Vanguard Explorer Fund |
11 |
Advantage Investment Management, Llc |
11 |
Schonfeld Group Holdings LLC |
11 |
Inspire Advisors, LLC |
11 |
Annis Gardner Whiting Capital Advisors, LLC |
11 |
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
11 |
Janney Capital Management LLC |
11 |
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
11 |
Vantage Investment Advisors, LLC |
11 |
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
11 |
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
11 |
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
11 |
West Oak Capital, LLC |
11 |
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
11 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 |
10 |
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
10 |
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
10 |
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares |
10 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
10 |
Sterling Investment Advisors, Ltd. |
10 |
New Mexico Educational Retirement Board |
10 |
Duality Advisers, Lp |
10 |
Advisor Partners Ii, Llc |
10 |
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
10 |
Beacon Pointe Advisors, LLC |
10 |
Hotchkis & Wiley Capital Management Llc |
10 |
Envestnet Portfolio Solutions, Inc. |
10 |
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class |
10 |
State of New Jersey Common Pension Fund A |
10 |
Baird Robert W & Co Inc /wi/ |
10 |
Ropes Wealth Advisors Llc |
10 |
Zweig-DiMenna Associates LLC |
10 |
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
10 |
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
10 |
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
10 |
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund |
10 |
Bank Julius Baer & Co. Ltd, Zurich |
10 |
WPG Advisers, LLC |
10 |
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R |
10 |
Magnus Financial Group LLC |
10 |
Dialectic Capital Management, Lp |
10 |
NJ State Employees Deferred Compensation Plan |
10 |
New Jersey Better Educational Savings Trust |
10 |
Lombard Odier Asset Management (Switzerland) SA |
10 |
Kings Point Capital Management |
10 |
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
10 |
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
10 |
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
10 |
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A |
10 |
Global X Management CO LLC |
10 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
10 |
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
10 |
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF |
10 |
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
10 |
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
10 |
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
10 |
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
10 |
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A |
10 |
Horrell Capital Management, Inc. |
10 |
Foresters Investment Management Company, Inc. |
10 |
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
10 |
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
10 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
10 |
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
10 |
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares |
10 |
John Hancock Income Securities Trust |
10 |
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
10 |
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A |
10 |
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
10 |
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
10 |
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
10 |
Dreyfus High Yield Strategies Fund |
10 |
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
10 |
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
10 |
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares |
10 |
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
10 |
Mount Lucas Management LP |
10 |
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
10 |
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
10 |
AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
10 |
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
10 |
HAIL - SPDR SERIES TRUST - SPDR S&P Kensho Smart Mobility ETF |
10 |
Lynrock Lake LP |
10 |
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
10 |
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
10 |
Wilmington Funds Management Corp |
10 |
Legacy Financial Advisors, Inc. |
10 |
Griffin Institutional Access Credit Fund |
10 |
Baader Bank INC |
10 |
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
10 |
Dorsey & Whitney Trust CO LLC |
10 |
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
10 |
Northwestern Mutual Investment Management Company, Llc |
10 |
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
10 |
Pnc Funds |
10 |
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
10 |
Cim Investment Mangement Inc |
10 |
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
10 |
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
10 |
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
10 |
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
10 |
Tsfg, Llc |
10 |
Prudential Short Duration High Yield Fund, Inc. |
10 |
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
10 |
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A |
10 |
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
10 |
Jacobi Capital Management LLC |
10 |
Sachetta, LLC |
10 |
Denver Investment Advisors Llc |
10 |
Granahan Investment Management Inc/ma |
10 |
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
10 |
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
10 |
Boston Private Bank & Trust Co |
10 |
Change Path, LLC |
10 |
Blackstone / Gso Strategic Credit Fund |
10 |
Capital Asset Advisory Services LLC |
10 |
Blackstone / Gso Floating Rate Enhanced Income Fund |
10 |
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
10 |
Oliver Lagore Vanvalin Investment Group |
10 |
Alliancebernstein Global High Income Fund Inc |
10 |
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
10 |
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
10 |
William Blair Investment Management, Llc |
10 |
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
10 |
Archon Capital Management LLC |
10 |
Blackstone / Gso Long-short Credit Income Fund |
10 |
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
10 |
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
10 |
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
10 |
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
10 |
Cion Ares Diversified Credit Fund |
10 |
Moneta Group Investment Advisors Llc |
10 |
Centerpoint Advisors, LLC |
10 |
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
10 |
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
10 |
WASHINGTON TRUST Co |
10 |
Capital Research Global Investors |
10 |
Intrust Bank Na |
10 |
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
10 |
BRYN MAWR TRUST Co |
10 |
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
10 |
1st Global Advisors, Inc. |
10 |
Calamos Global Total Return Fund |
10 |
Manchester Financial Inc |
10 |
Six Circles Trust - Six Circles Credit Opportunities Fund |
10 |
PenderFund Capital Management Ltd. |
10 |
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares |
10 |
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
10 |
Blue Bell Private Wealth Management, Llc |
10 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
10 |
Davidson Kempner Capital Management Lp |
10 |
Smallcap World Fund Inc |
10 |
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
10 |
Delta Asset Management Llc/tn |
10 |
SGPIX - Profunds - Small-cap Growth Profund Investor Class |
10 |
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
10 |
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class |
10 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
10 |
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
10 |
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
10 |
Armistice Capital, Llc |
10 |
Wolff Wiese Magana Llc |
10 |
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF |
10 |
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
10 |
MQS Management LLC |
10 |
Hemington Wealth Management |
10 |
Cassady Schiller Wealth Management, LLC |
10 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
10 |
Oakworth Capital, Inc. |
10 |
Thb Asset Management |
10 |
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
10 |
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
10 |
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
10 |
Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
10 |
Veriti Management LLC |
10 |
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
10 |
Formidable Asset Management, LLC |
10 |
GeoWealth Management, LLC |
10 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
10 |
Usca Ria Llc |
10 |
Hanson & Doremus Investment Management |
10 |
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
10 |
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
10 |
Universal- Beteiligungs- und Servicegesellschaft mbH |
10 |
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
10 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
10 |
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
10 |
Livingston Group Asset Management CO (operating as Southport Capital Management) |
10 |
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
10 |
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund |
10 |
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
10 |
Level Four Advisory Services, Llc |
10 |
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
10 |
SummerHaven Investment Management, LLC |
10 |
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
10 |
Tyers Asset Management LLC |
10 |
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
10 |
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
10 |
Burney Co/ |
10 |
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
10 |
Tributary Capital Management, LLC |
10 |
Moisand Fitzgerald Tamayo, LLC |
10 |
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class |
10 |
Ramsey Quantitative Systems |
10 |
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
10 |
VVSCX - VALIC Co I - Small Cap Value Fund |
10 |
Ausdal Financial Partners, Inc. |
10 |
Sheaff Brock Investment Advisors, LLC |
10 |
Shellback Capital, LP |
10 |
Divisar Capital Management LLC |
10 |
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
10 |
Advanced Series Trust - Ast High Yield Portfolio |
10 |
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A |
10 |
Calton & Associates, Inc. |
10 |
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
10 |
Apriem Advisors |
10 |
ICVT - iSHARES TRUST - iShares Convertible Bond ETF |
10 |
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
10 |
Ingalls & Snyder Llc |
10 |
Underlying Funds Trust |
10 |
Fort Washington Investment Advisors Inc /oh/ |
10 |
Nair Vinay |
10 |
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
10 |
Trust For Advisor Solutions |
10 |
Invenomic Capital Management LP |
10 |
Game Plan Financial Advisors, LLC |
10 |
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class |
10 |
PSI Advisors, LLC |
10 |
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
10 |
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
10 |
Pinz Capital Management, LP |
10 |
Calvert Investment Management, Inc. |
10 |
EBI - RBB Fund Trust - Longview Advantage ETF |
10 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
10 |
RFP Financial Group LLC |
10 |
Prudential Plc |
10 |
Riggs Asset Managment Co. Inc. |
10 |
One68 Global Capital, LLC |
10 |
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
10 |
GHP Investment Advisors, Inc. |
10 |
Capula Management Ltd |
10 |
Strategic Investment Solutions, Inc. /IL |
10 |
Optiver Holding B.V. |
10 |
Wiley Bros.-aintree Capital, Llc |
10 |
Eaton Vance Ltd Duration Income Fund |
10 |
Regentatlantic Capital Llc |
10 |
Numerai GP LLC |
10 |
683 Capital Management, LLC |
10 |
Suffolk Capital Management Llc |
10 |
Readystate Asset Management Lp |
10 |
Qci Asset Management Inc/ny |
10 |
M&g Investment Management Ltd |
10 |
Sawgrass Asset Management Llc |
9 |
HighPoint Advisor Group LLC |
9 |
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A |
9 |
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
9 |
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
9 |
Blackrock Floating Rate Income Strategies Fund, Inc. |
9 |
Main Street Group, LTD |
9 |
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
9 |
Partnervest Advisory Services LLC |
9 |
Glg Llc |
9 |
Pillar Pacific Capital Management Llc |
9 |
Piershale Financial Group, Inc. |
9 |
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
9 |
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class |
9 |
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
9 |
Country Trust Bank |
9 |
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
9 |
HighVista Strategies LLC |
9 |
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
9 |
Blackrock Floating Rate Income Trust |
9 |
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
9 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
9 |
S Squared Technology, LLC |
9 |
Associated Banc-corp |
9 |
Thornburg Investment Management Inc |
9 |
EverPoint Asset Management, LLC |
9 |
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
9 |
Vestmark Advisory Solutions, Inc. |
9 |
Hatteras Alternative Mutual Funds, LLC |
9 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
9 |
Diker Management Llc |
9 |
Sandler Capital Management |
9 |
Sanctuary Advisors, LLC |
9 |
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
9 |
Boston Advisors Llc |
9 |
Menora Mivtachim Holdings Ltd. |
9 |
Angelo Gordon & Co., L.p. |
9 |
Raymond James Trust N.a. |
9 |
Zions Bancorporation |
9 |
TradeLink Global Equity LLC |
9 |
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
9 |
Forum Funds |
9 |
Lincoln National Corp |
9 |
Scout Investments, Inc. |
9 |
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
9 |
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
9 |
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
9 |
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
9 |
Johnson Investment Counsel Inc |
9 |
Verdence Capital Advisors LLC |
9 |
Li Winifred I |
9 |
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class |
9 |
Bronson Point Management LLC |
9 |
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
9 |
Stonehage Fleming Financial Services Holdings Ltd |
9 |
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
9 |
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
9 |
Criterion Capital Management Llc |
9 |
Trust Department Mb Financial Bank N A |
9 |
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
9 |
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class |
9 |
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
9 |
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
9 |
Avalon Advisors, Llc |
9 |
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
9 |
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
9 |
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
9 |
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
9 |
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
9 |
Timpani Capital Management LLC |
9 |
Hollencrest Capital Management |
9 |
Catapult Capital Management Llc |
9 |
Keeley-Teton Advisors, LLC |
9 |
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF |
9 |
Mohican Financial Management, LLC |
9 |
Mcdonald Partners Llc |
9 |
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
9 |
Caxton Associates Llp |
9 |
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
9 |
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
9 |
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
9 |
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
9 |
Integrated Quantitative Investments LLC |
9 |
Sumitomo Mitsui Trust Holdings, Inc. |
9 |
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
9 |
Fulton Bank, N.a. |
9 |
Transamerica Partners Portfolios |
9 |
Keel Point, LLC |
9 |
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
9 |
American Capital Advisory, LLC |
9 |
Polymer Capital Management (US) LLC |
9 |
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
9 |
Eagle Global Advisors Llc |
9 |
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
9 |
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
9 |
Hallmark Capital Management Inc |
9 |
BlueCrest Capital Management LLP |
9 |
Punch & Associates Investment Management, Inc. |
9 |
Perkins Capital Management Inc |
9 |
Motco |
9 |
Sabby Management, Llc |
9 |
Cribstone Capital Management, LLC |
9 |
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
9 |
Colony Group, LLC |
9 |
Interchange Capital Partners, LLC |
9 |
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
9 |
CQS Cayman LP |
9 |
Archer Investment Corp |
9 |
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
9 |
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
9 |
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
9 |
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
9 |
Eidelman Virant Capital |
9 |
NatWest Group plc |
9 |
Global Wealth Management Investment Advisory, Inc. |
9 |
Integrated Wealth Management |
9 |
Mizuho Securities Usa Llc |
9 |
Placemark Investments, Inc. |
9 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
9 |
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
9 |
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
9 |
Monarch Partners Asset Management LLC |
9 |
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
9 |
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
9 |
Profunds - Profund Vp Small-cap Growth |
9 |
Highland Capital Management, Llc |
9 |
Zeke Capital Advisors, Llc |
9 |
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
9 |
Providence Capital Advisors, LLC |
9 |
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund |
9 |
Zions Bancorporation, N.A. |
9 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
9 |
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
9 |
Harwood Advisory Group, LLC |
9 |
Duncker Streett & Co Inc |
9 |
Redmond Asset Management, LLC |
9 |
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
9 |
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
9 |
APG Asset Management N.V. |
9 |
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
9 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
9 |
V Wealth Advisors LLC |
9 |
Transamerica Partners Funds Group Ii |
9 |
Kowal Investment Group, LLC |
9 |
Horizon Investments, LLC |
9 |
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
9 |
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
9 |
Grove Bank & Trust |
9 |
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF |
9 |
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
9 |
Nemes Rush Group LLC |
9 |
Retirement Group, LLC |
9 |
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
9 |
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
9 |
Connors Investor Services Inc |
9 |
Personal Cfo Solutions, Llc |
9 |
LGT Financial Advisors LLC |
9 |
LRI Investments, LLC |
9 |
Steel Peak Wealth Management LLC |
9 |
Neo Ivy Capital Management |
9 |
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF |
9 |
Truewealth Llc |
9 |
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
9 |
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A |
9 |
Ledyard National Bank |
9 |
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
9 |
Longfellow Investment Management Co Llc |
9 |
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
9 |
Childress Capital Advisors, Llc |
9 |
John Hancock Funds II - Science & Technology Fund Class NAV |
9 |
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
9 |
Claris Advisors, Llc / Mo / |
9 |
Impax Asset Management Group plc |
9 |
Clear Street Llc |
9 |
MANA Advisors LLC |
9 |
Illinois Municipal Retirement Fund |
9 |
Procyon Private Wealth Partners, LLC |
9 |
PointState Capital LP |
9 |
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
9 |
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A |
9 |
Bnc Wealth Management, Llc |
9 |
Raleigh Capital Management Inc. |
9 |
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
9 |
Aspire Private Capital, LLC |
9 |
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
9 |
Pinnacle Financial Partners Inc |
9 |
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
9 |
Sanders Morris Harris Llc |
9 |
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
9 |
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
9 |
Sheets Smith Wealth Management |
9 |
Investors Capital Advisory Services |
9 |
Verity Asset Management, Inc. |
9 |
Wagner Wealth Management, Llc |
9 |
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
9 |
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
9 |
American Funds Insurance Series |
9 |
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
9 |
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
9 |
D'Orazio & Associates, Inc. |
9 |
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class |
9 |
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
9 |
Planned Solutions, Inc. |
9 |
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
9 |
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
9 |
Westwood Holdings Group Inc |
9 |
IBM Retirement Fund |
9 |
Barometer Capital Management Inc. |
9 |
Axiom Investment Management LLC |
9 |
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
9 |
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
9 |
Oakbrook Investments Llc |
9 |
Wright Investors Service Inc |
9 |
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
9 |
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
9 |
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF |
9 |
Emancipation Management LLC |
9 |
Transamerica Partners Funds Group |
9 |
Jag Capital Management, Llc |
9 |
Investment Counselors Of Maryland Llc |
9 |
Mascoma Wealth Management LLC |
9 |
WR Wealth Planners, LLC |
9 |
McAdam, LLC |
9 |
Potomac Capital Management, Inc. |
9 |
Pendal Group Ltd |
9 |
WIREX - PFS FUNDS - Wireless Fund |
9 |
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) |
9 |
First City Capital Management, Inc. |
9 |
SVPIX - Profunds - Small-cap Value Profund Investor Class |
9 |
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
9 |
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
9 |
Cypress Capital Management LLC (WY) |
9 |
JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
9 |
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
9 |
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
9 |
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
9 |
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
9 |
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
9 |
Profunds - Profund Vp Small-cap Value |
9 |
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
9 |
Lombard Odier Asset Management (Europe) Ltd |
9 |
Argent Capital Management Llc |
9 |
Wells Fargo Global Dividend Opportunity Fund |
9 |
CAPROCK Group, Inc. |
9 |
Continuum Advisory, LLC |
9 |
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
9 |
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A |
9 |
Peapack Gladstone Financial Corp |
9 |
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
9 |
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C |
9 |
Estabrook Capital Management |
9 |
Park Avenue Securities Llc |
9 |
Rialto Wealth Management, LLC |
9 |
Exencial Wealth Advisors, Llc |
9 |
Householder Group Estate & Retirement Specialist, LLC |
9 |
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
9 |
Northwest & Ethical Investments L.P. |
9 |
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
9 |
Tfo-tdc, Llc |
9 |
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
9 |
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
9 |
Nuveen Credit Strategies Income Fund |
9 |
Strategic Investment Management, Llc |
9 |
Dfa Investment Trust Co - The Continental Small Company Series |
9 |
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
9 |
Periscope Capital Inc. |
9 |
Cutter & CO Brokerage, Inc. |
9 |
Kepos Capital LP |
9 |
Hazlett, Burt & Watson, Inc. |
9 |
Anchor Capital Advisors Llc |
9 |
Treasurer of the State of North Carolina |
9 |
Pacifica Partners Inc. |
9 |
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
9 |
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
9 |
PFG Investments, LLC |
9 |
Highland Capital Management Lp |
9 |
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 |
9 |
Integrated Wealth Concepts LLC |
9 |
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
9 |
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
9 |
PVFAX - PARADIGM FUNDS - Paradigm Value Fund |
9 |
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
9 |
Fort, L.p. |
9 |
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
9 |
Shenkman Capital Management Inc |
9 |
Virtus Global Multi-sector Income Fund |
9 |
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
9 |
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
9 |
Santa Fe Partners LLC |
9 |
Shaolin Capital Management LLC |
9 |
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
8 |
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
8 |
Capstone Series Fund Inc |
8 |
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
8 |
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
8 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
8 |
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
8 |
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
8 |
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
8 |
MBOVX - M FUND INC - M Large Cap Value Fund |
8 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
8 |
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
8 |
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
8 |
New America High Income Fund Inc |
8 |
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. |
8 |
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
8 |
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
8 |
Global X Funds |
8 |
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A |
8 |
Blackrock Master Llc |
8 |
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
8 |
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
8 |
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A |
8 |
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
8 |
Neuberger Berman High Yield Strategies Fund Inc. |
8 |
Owl Creek Asset Management, L.P. |
8 |
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
8 |
Impact Partnership Wealth, LLC |
8 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
8 |
Rs Investment Management Co Llc |
8 |
Steelhead Partners Llc |
8 |
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class |
8 |
Fortis Capital Advisors, LLC |
8 |
Mendota Financial Group, LLC |
8 |
Pekin Hardy Strauss, Inc. |
8 |
XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF |
8 |
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
8 |
DAACX - Adviser Managed Trust - Diversified Equity Fund |
8 |
Fortitude Advisory Group L.L.C. |
8 |
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
8 |
Commerce Bank |
8 |
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
8 |
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
8 |
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K |
8 |
Forum Financial Management, LP |
8 |
Divisadero Street Capital Management, LP |
8 |
Kilter Group LLC |
8 |
BBVA USA Bancshares, Inc. |
8 |
Cupps Capital Management, LLC |
8 |
Artisan Partners Limited Partnership |
8 |
Reuter James Wealth Management, Llc |
8 |
Oak Thistle LLC |
8 |
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
8 |
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
8 |
Alpine Woods Capital Investors, Llc |
8 |
Twin Capital Management Inc |
8 |
Brave Asset Management Inc |
8 |
Activest Wealth Management |
8 |
JNL SERIES TRUST - JNL Bond Index Fund (I) |
8 |
Eagle Bay Advisors LLC |
8 |
Nfj Investment Group, Llc |
8 |
Hennion & Walsh Asset Management, Inc. |
8 |
Brookfield Asset Management Inc. |
8 |
Hirtle Callaghan & Co LLC |
8 |
NinePointTwo Capital |
8 |
Advisory Alpha, LLC |
8 |
Parkwood LLC |
8 |
Opal Wealth Advisors, LLC |
8 |
Bourgeon Capital Management Llc |
8 |
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
8 |
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
8 |
Ten Capital Wealth Advisors, LLC |
8 |
TFC Financial Management |
8 |
Horizon Investment Services, LLC |
8 |
Jackson Creek Investment Advisors LLC |
8 |
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF |
8 |
Calamos Wealth Management LLC |
8 |
First Foundation Advisors |
8 |
Ascend Capital, Llc |
8 |
Brant Point Investment Management Llc |
8 |
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
8 |
Reynolds Capital Management Llc |
8 |
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
8 |
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
8 |
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
8 |
Delphi Management Inc /ma/ |
8 |
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
8 |
HighMark Wealth Management LLC |
8 |
YHB Investment Advisors, Inc. |
8 |
Americana Partners, LLC |
8 |
AO Asset Management, LLC |
8 |
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. |
8 |
Pinnacle Summer Investments, Inc. |
8 |
Erste Asset Management GmbH |
8 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C |
8 |
Hl Financial Services Llc |
8 |
Transamerica Financial Advisors, Inc. |
8 |
Advisor Partners Llc |
8 |
Americafirst Capital Management, Llc |
8 |
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
8 |
IMA Wealth, Inc. |
8 |
Kingsview Wealth Management, LLC |
8 |
PSCT - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF |
8 |
St Germain D J Co Inc |
8 |
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio |
8 |
Gateway Investment Advisers Llc |
8 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
8 |
VCSVX - VALIC Co II - Small Cap Value Fund |
8 |
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
8 |
River & Mercantile Asset Management Llp |
8 |
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
8 |
Magee Thomson Investment Partners Llc |
8 |
VCSMX - VALIC Co I - Small Cap Fund |
8 |
VCSTX - VALIC Co I - Science & Technology Fund |
8 |
VCAAX - VALIC Co I - Asset Allocation Fund |
8 |
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
8 |
Laffer Investments |
8 |
Capital Impact Advisors, LLC |
8 |
EHLS - Tidal Trust II - Even Herd Long Short ETF |
8 |
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
8 |
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
8 |
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class |
8 |
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund |
8 |
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
8 |
FWRLX - FIDELITY SELECT PORTFOLIOS - Wireless Portfolio |
8 |
Bray Capital Advisors |
8 |
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
8 |
First Midwest Bank Trust Division |
8 |
Highstreet Asset Management Inc. |
8 |
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares |
8 |
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
8 |
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
8 |
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R |
8 |
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF |
8 |
Leavell Investment Management, Inc. |
8 |
DAVENPORT & Co LLC |
8 |
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF |
8 |
Quotient Investors, LLC |
8 |
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
8 |
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
8 |
Telemus Capital, Llc |
8 |
Brown, Lisle/cummings, Inc. |
8 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
8 |
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
8 |
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
8 |
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
8 |
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
8 |
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A |
8 |
Balentine LLC |
8 |
Mitsubishi UFJ Trust & Banking Corp |
8 |
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
8 |
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
8 |
CTC Alternative Strategies, Ltd. |
8 |
Thurston, Springer, Miller, Herd & Titak, Inc. |
8 |
Cantor Fitzgerald, L. P. |
8 |
RFG Advisory, LLC |
8 |
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
8 |
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A |
8 |
Origin Asset Management LLP |
8 |
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
8 |
Artemis Investment Management LLP |
8 |
Gladius Capital Management LP |
8 |
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
8 |
Arrow Financial Corp |
8 |
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
8 |
Destination Wealth Management |
8 |
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N |
8 |
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
8 |
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
8 |
Capital One, National Association |
8 |
Van Hulzen Asset Management, LLC |
8 |
Smith, Moore & Co. |
8 |
Livforsakringsbolaget Skandia, Omsesidigt |
8 |
WealthCollab, LLC |
8 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class |
8 |
S. Muoio & Co. Llc |
8 |
Empire Capital Management, L.L.C. |
8 |
Piermont Capital Management LLC |
8 |
Spectrum Management Group, LLC |
8 |
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF |
8 |
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF |
8 |
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A |
8 |
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
8 |
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
8 |
NXTG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx NextG ETF |
8 |
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
8 |
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
8 |
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
8 |
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
8 |
WESPAC Advisors SoCal, LLC |
8 |
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
8 |
Private Ocean, LLC |
8 |
Old Second National Bank Of Aurora |
8 |
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
8 |
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
8 |
Gerber Kawasaki Wealth & Investment Management |
8 |
Overland Advisors, LLC |
8 |
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
8 |
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund |
8 |
Archford Capital Strategies, LLC |
8 |
New Age Alpha Advisors, LLC |
8 |
NN Investment Partners Holdings N.V. |
8 |
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
8 |
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A |
8 |
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
8 |
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
8 |
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
8 |
Crawford Investment Counsel Inc |
8 |
Insight Capital Research & Management Inc |
8 |
Institute for Wealth Management, LLC. |
8 |
FEDERATED CORE TRUST - Federated Bank Loan Core Fund |
8 |
Espalier Global Management LLC |
8 |
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
8 |
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
8 |
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
8 |
CSat Investment Advisory, L.P. |
8 |
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A |
8 |
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
8 |
First National Bank Of Omaha |
8 |
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
8 |
DiNuzzo Private Wealth, Inc. |
8 |
BRACX - Blackrock Allocation Target Shares - Bats Series C |
8 |
Congress Asset Management Co /ma |
8 |
Cantab Capital Partners LLP |
8 |
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
8 |
Wall Street Associates |
8 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 |
8 |
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class |
8 |
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB |
8 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
8 |
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity |
8 |
Man Investments Ltd |
8 |
XITK - SPDR SERIES TRUST - SPDR FactSet Innovative Technology ETF |
8 |
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
8 |
Corient Capital Partners, LLC |
8 |
Capital World Investors |
8 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
8 |
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
8 |
Simon Quick Advisors, Llc |
8 |
AGF Investments LLC |
8 |
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV |
8 |
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
8 |
R&F Capital Advisors LP |
8 |
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
8 |
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H |
8 |
NOBOX - Northern Funds - Northern Bond Index Fund |
8 |
Pinnacle Bancorp, Inc. |
8 |
SpiderRock Advisors, LLC |
8 |
YorkBridge Wealth Partners, LLC |
8 |
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
8 |
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) |
8 |
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
8 |
MPS Loria Financial Planners, LLC |
8 |
American Financial Network Advisory Services Llc |
8 |
UFO - Procure ETF Trust II - Procure Space ETF |
8 |
Standard Life Aberdeen plc |
8 |
Jump Trading, Llc |
8 |
Easterly Investment Partners Llc |
8 |
Kore Private Wealth LLC |
8 |
Global Trust Asset Management, LLC |
8 |
Qtron Investments LLC |
8 |
Wealthbridge Capital Management, Llc |
8 |
Private Advisors, LLC |
8 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
8 |
Opti Capital Management, Lp |
8 |
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
8 |
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
8 |
Voya Senior Income Fund |
8 |
Riverview Trust Co |
8 |
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
8 |
Shannon River Fund Management LLC |
8 |
Coastal Capital Group, Inc. |
8 |
Nuveen Floating Rate Income Fund |
8 |
Nachman Norwood & Parrott, Inc |
8 |
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
8 |
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
8 |
CX Institutional |
8 |
Gabelli Equity Trust Inc |
8 |
Minichmacgregor Wealth Management, Llc |
8 |
Aristeia Capital Llc |
8 |
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF |
8 |
Blackstone / Gso Senior Floating Rate Term Fund |
8 |
Virtue Capital Management, LLC |
8 |
Weil Company, Inc. |
8 |
Measured Wealth Private Client Group, LLC |
8 |
Melqart Asset Management (uk) Ltd |
8 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
8 |
Ford Financial Group, LLC |
8 |
Gryphon Financial Partners LLC |
8 |
Signition Lp |
8 |
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
7 |
Bruderman Asset Management, LLC |
7 |
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
7 |
Personal Capital Advisors Corp |
7 |
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M |
7 |
Visionary Asset Management, Inc. |
7 |
Breton Hill Capital Ltd. |
7 |
TD Capital Management LLC |
7 |
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
7 |
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
7 |
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
7 |
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
7 |
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
7 |
Corrado Advisors, Llc |
7 |
Park Place Capital Corp |
7 |
Nuveen Floating Rate Income Opportunity Fund |
7 |
Nuveen Senior Income Fund |
7 |
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class |
7 |
Paces Ferry Wealth Advisors, Llc |
7 |
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
7 |
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K |
7 |
Lake Street Advisors Group, Llc |
7 |
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
7 |
Corsair Capital Management, L.p. |
7 |
Wealthcare Capital Management Llc |
7 |
Sit Investment Associates Inc |
7 |
Kelly Lawrence W & Associates Inc/ca |
7 |
Financial Enhancement Group LLC |
7 |
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I |
7 |
Vigilant Capital Management, LLC |
7 |
Beacon Capital Management, Inc. |
7 |
Quinn Opportunity Partners LLC |
7 |
L & S Advisors Inc |
7 |
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
7 |
Braun Stacey Associates Inc |
7 |
Kassirer Asset Management Corp |
7 |
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
7 |
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
7 |
Perkins Investment Management, LLC |
7 |
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
7 |
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
7 |
Castleview Partners, Llc |
7 |
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
7 |
First Command Financial Services, Inc. |
7 |
Meritage Portfolio Management |
7 |
Northwestern Mutual Investment Services Llc |
7 |
First Command Bank |
7 |
Capital Management Associates /ny/ |
7 |
Ruggie Capital Group |
7 |
Hughes Financial Services, LLC |
7 |
Insigneo Advisory Services, Llc |
7 |
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
7 |
Monashee Investment Management LLC |
7 |
Parkworth Wealth Management, Inc. |
7 |
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
7 |
Bnp Paribas |
7 |
Cramer Rosenthal Mcglynn Llc |
7 |
Hirschman Orin |
7 |
Highland Capital Management Fund Advisors, L.p. |
7 |
Axiom International Investors Llc /de |
7 |
Wellington Shields Capital Management, LLC |
7 |
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
7 |
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
7 |
Principia Wealth Advisory, LLC |
7 |
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
7 |
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
7 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
7 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
7 |
Fiduciary Alliance LLC |
7 |
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
7 |
Allstate Corp |
7 |
Six Circles Trust - Six Circles Global Bond Fund |
7 |
Watershed Asset Management, L.L.C. |
7 |
Armstrong Advisory Group, Inc |
7 |
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
7 |
Saturna Capital CORP |
7 |
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
7 |
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A |
7 |
Whipplewood Advisors, LLC |
7 |
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class |
7 |
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
7 |
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
7 |
Sierra Ocean, Llc |
7 |
Peregrine Capital Management Llc |
7 |
Highline Wealth Partners Llc |
7 |
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
7 |
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
7 |
Balboa Wealth Partners |
7 |
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares |
7 |
Cannell Capital Llc |
7 |
Quad Capital Management Advisors LLC |
7 |
Heritage Investors Management Corp |
7 |
Greenleaf Trust |
7 |
Loews Corp |
7 |
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
7 |
QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
7 |
FITE - SPDR SERIES TRUST - SPDR S&P Kensho Future Security ETF |
7 |
Cookson Peirce & Co Inc |
7 |
Baillie Gifford & Co |
7 |
Qrg Capital Management, Inc. |
7 |
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares |
7 |
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A |
7 |
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class |
7 |
PPM Funds - PPM High Yield Core Fund (Inst) |
7 |
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares |
7 |
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
7 |
Horan Securities, Inc. |
7 |
Thrax Management, LLC |
7 |
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
7 |
AIEQ - ETF Managers Trust - AI Powered Equity ETF |
7 |
Havens Advisors Llc |
7 |
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV |
7 |
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class |
7 |
RYDEX VARIABLE TRUST - Internet Fund Variable Annuity |
7 |
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
7 |
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
7 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
7 |
ICA Group Wealth Management, LLC |
7 |
Bare Financial Services, Inc |
7 |
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF |
7 |
TRFK - Pacer Funds Trust - Pacer Data and Digital Revolution ETF |
7 |
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A |
7 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
7 |
Legg Mason Investment Counsel, LLC |
7 |
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
7 |
HHM Wealth Advisors, LLC |
7 |
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF |
7 |
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
7 |
Virtus Investment Advisers, Inc. |
7 |
Sugarloaf Wealth Management, LLC |
7 |
Spouting Rock Asset Management, LLC |
7 |
JS Capital Management LLC |
7 |
Aurora Investment Counsel |
7 |
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
7 |
Shine Investment Advisory Services Inc |
7 |
Acuitas Investments, LLC |
7 |
Farallon Capital Management Llc |
7 |
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
7 |
Sand Grove Capital Management LLP |
7 |
Folger Hill Asset Management LP |
7 |
Loeb Offshore Management LP |
7 |
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
7 |
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
7 |
Avestar Capital, LLC |
7 |
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
7 |
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
7 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
7 |
PRW Wealth Management LLC |
7 |
6 Meridian |
7 |
Hall Laurie J Trustee |
7 |
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
7 |
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
7 |
Axxcess Wealth Management, Llc |
7 |
Montag A & Associates Inc |
7 |
Mark Sheptoff Financial Planning, Llc |
7 |
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A |
7 |
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
7 |
Glenhill Advisors Llc |
7 |
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund |
7 |
Cahill Financial Advisors Inc |
7 |
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund |
7 |
Ada Investment Management, LP |
7 |
Sphinx Trading, Lp |
7 |
Wesbanco Bank Inc |
7 |
Bay Harbor Wealth Management, LLC |
7 |
CapWealth Advisors, LLC |
7 |
BI Asset Management Fondsmaeglerselskab A/S |
7 |
Claybrook Capital, LLC |
7 |
Green Arrow Capital Management Llc |
7 |
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
7 |
Ceredex Value Advisors LLC |
7 |
Nishkama Capital, LLC |
7 |
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
7 |
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class |
7 |
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF |
7 |
RMR Wealth Builders |
7 |
Apis Capital Advisors, LLC |
7 |
Glenmede Investment Management, LP |
7 |
Westport Resources Management Inc |
7 |
Great Diamond Partners, LLC |
7 |
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
7 |
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
7 |
Discovery Capital Management, Llc / Ct |
7 |
Beryl Capital Management LLC |
7 |
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
7 |
MML Series Investment Fund II - MML Equity Rotation Fund Class II |
7 |
Falcon Point Capital, Llc |
7 |
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund |
7 |
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund |
7 |
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
7 |
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
7 |
Chicago Partners Investment Group LLC |
7 |
Advance Capital I Inc |
7 |
Center for Financial Planning, Inc. |
7 |
WealthTrust Axiom LLC |
7 |
Atwood & Palmer Inc |
7 |
Column Capital Advisors, LLC |
7 |
P.a.w. Capital Corp |
7 |
Omni Partners Llp |
7 |
Semanteon Capital Management, LP |
7 |
Northwest Investment Counselors, Llc |
7 |
Tiverton Asset Management Llc |
7 |
Salomon & Ludwin, LLC |
7 |
Waratah Capital Advisors Ltd. |
7 |
Iron Financial, LLC |
7 |
Elliott Management Corporation |
7 |
Shufro Rose & Co Llc |
7 |
Key FInancial Inc |
7 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
7 |
Concentric Capital Strategies, LP |
7 |
CHICAGO TRUST Co NA |
7 |
EHP Funds Inc. |
7 |
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
7 |
Gables Capital Management Inc. |
7 |
Fernwood Investment Management, LLC |
7 |
Wealthspire Advisors, LLC |
7 |
Blackstone Group Inc |
7 |
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
7 |
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
7 |
Wells Fargo Utilities & High Income Fund |
7 |
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
7 |
Edge Wealth Management LLC |
7 |
Eaton Vance Floating-rate Income Trust |
7 |
Nuveen Multi-Asset Income Fund |
7 |
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
7 |
Baldwin Brothers Inc/ma |
7 |
Byrne Asset Management LLC |
7 |
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
7 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
7 |
Mid Atlantic Financial Management Inc/adv |
7 |
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
7 |
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
7 |
Quest Capital Management Inc /adv |
7 |
Eaton Vance Senior Income Trust |
7 |
Canandaigua National Bank & Trust Co |
7 |
Executive Wealth Management, LLC |
7 |
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
7 |
Mission Wealth Management, Lp |
7 |
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc. |
7 |
Chicago Capital Management, LLC |
7 |
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
7 |
Cambiar Investors Llc |
7 |
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
7 |
Northern Oak Wealth Management Inc |
7 |
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A |
7 |
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A |
7 |
Machina Capital S.a.s. |
7 |
Roubaix Capital, LLC |
7 |
Diversify Advisory Services, LLC |
7 |
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
7 |
Sierra Summit Advisors Llc |
7 |
Tri-continental Corp |
7 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 |
7 |
111 Capital |
7 |
Stonegate Investment Group, LLC |
7 |
Joseph P. Lucia & Associates, LLC |
7 |
Weaver C. Barksdale & Associates, Inc. |
7 |
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
7 |
Cerebellum GP, LLC |
7 |
Buckingham Strategic Partners |
7 |
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
7 |
Bank Of Nova Scotia Trust Co |
7 |
WealthStone, Inc. |
7 |
Weaver Consulting Group |
7 |
NorthCrest Asset Manangement, LLC |
7 |
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
7 |
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF |
7 |
Congress Wealth Management LLC / DE / |
7 |
Westerly Capital Management, Llc |
7 |
Cheyne Capital Management (UK) LLP |
7 |
Dixon Hughes Goodman Wealth Advisors LLC |
7 |
ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
7 |
Dean Capital Management |
7 |
Warberg Asset Management LLC |
7 |
Ramius Advisors Llc |
7 |
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
7 |
Girard Partners Ltd. |
7 |
USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
7 |
Arete Wealth Advisors, LLC |
7 |
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF |
7 |
Maxi Investments CY Ltd |
7 |
Central Pacific Bank - Trust Division |
7 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class |
7 |
Bb&t Investment Services, Inc. |
7 |
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF |
7 |
Eastern Bank |
7 |
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
7 |
Jpmorgan Trust Iii |
7 |
One Capital Management, LLC |
7 |
American National Bank |
7 |
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
7 |
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
7 |
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
7 |
Ameriflex Group, Inc. |
7 |
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
7 |
Greenwood Capital Associates Llc |
7 |
Cavalry Management Group, LLC |
7 |
Old Point Trust & Financial Services N A |
7 |
Athos Capital Ltd |
7 |
Columbia Seligman Premium Technology Growth Fund, Inc. |
7 |
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
7 |
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
7 |
Dean Investment Associates, Llc |
7 |
PharVision Advisers, LLC |
7 |
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares |
7 |
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 |
7 |
ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
7 |
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
7 |
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
7 |
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
7 |
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
7 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
7 |
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I |
7 |
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
7 |
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
7 |
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
7 |
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
7 |
Freestone Grove Partners LP |
7 |
Cim, Llc |
7 |
Gdl Fund |
7 |
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
7 |
ACG Wealth |
7 |
Atlantic Trust, LLC |
7 |
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) |
7 |
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
7 |
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF |
7 |
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
7 |
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
7 |
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
7 |
Philadelphia Trust Co |
7 |
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
7 |
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF |
7 |
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
7 |
MARSHALL WACE ASIA Ltd |
7 |
Kingdon Capital Management, L.l.c. |
7 |
Bayforest Capital Ltd |
7 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
7 |
La Banque Postale Asset Management SA |
7 |
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
7 |
Financial Perspectives, Inc |
7 |
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
7 |
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
7 |
SNSR - Global X Funds - Global X Internet of Things ETF |
7 |
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund |
7 |
Seizert Capital Partners, Llc |
7 |
Taylor Frigon Capital Management LLC |
7 |
Oak Associates Ltd /oh/ |
7 |
NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
7 |
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
7 |
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
7 |
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
7 |
Omnia Family Wealth, LLC |
7 |
Wetherby Asset Management Inc |
7 |
RWC Asset Management LLP |
7 |
Skylands Capital, LLC |
7 |
RYIIX - RYDEX SERIES FUNDS - Internet Fund Investor Class |
7 |
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
7 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
7 |
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF |
7 |
Almanack Investment Partners, LLC. |
7 |
Farringdon Capital, Ltd. |
7 |
Baltimore-Washington Financial Advisors, Inc. |
7 |
Wellesley Asset Management |
7 |
Coppell Advisory Solutions LLC |
7 |
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares |
7 |
Flaharty Asset Management, LLC |
7 |
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
7 |
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
7 |
Orion Capital Management LLC |
7 |
Resources Management Corp /ct/ /adv |
7 |
25 Llc |
7 |
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
7 |
Standard Family Office LLC |
7 |
Ghisallo Capital Management LLC |
7 |
Crawford Lake Capital Management, LLC |
7 |
Bruce G. Allen Investments, LLC |
7 |
Sigma Capital Management Llc |
7 |
Exos Asset Management LLC |
7 |
Alpha DNA Investment Management LLC |
7 |
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
7 |
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares |
7 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
7 |
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
7 |
Neuburgh Advisers LLC |
7 |
Cornerstone Management, Inc. |
7 |
22nw, Lp |
7 |
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
7 |
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
7 |
Polar Capital Holdings Plc |
7 |
Rockefeller Financial Services Inc |
7 |
Analog Century Management LP |
7 |
Bck Capital Management Lp |
7 |
Wealthsource Partners, Llc |
7 |
Conning Inc. |
7 |
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
7 |
IWB - iSHARES TRUST - iShares Russell 1000 ETF |
7 |
Primecap Management Co/ca/ |
7 |
WealthTrak Capital Management LLC |
7 |
Beck Capital Management, Llc |
7 |
Boston Trust Walden Corp |
7 |
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
7 |
Bienville Capital Management, LLC |
7 |
Entropy Technologies, LP |
7 |
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
7 |
Ariel Investments, Llc |
7 |
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
7 |
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
7 |
Lee Financial Co |
7 |
Aaron Wealth Advisors LLC |
7 |
Buckingham Strategic Wealth, Llc |
7 |
Callan Family Office, LLC |
7 |
Cromwell Holdings LLC |
7 |
Allred Capital Management, LLC |
7 |
Addison Advisors LLC |
7 |
Parnassus Investments /ca |
7 |
Cambria Investment Management, L.P. |
7 |
Capital International Investors |
7 |
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
7 |
Grandview Asset Management LLC |
7 |
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I |
7 |
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
7 |
Total Investment Management Inc |
7 |
EP Wealth Advisors, Inc. |
7 |
Adviser Investments LLC |
7 |
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
7 |
Murchinson Ltd. |
7 |
Oribel Capital Management, LP |
7 |
Shapiro Capital Management Llc |
7 |
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
7 |
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
7 |
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
7 |
Brighton Jones Llc |
7 |
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
7 |
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
7 |
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
7 |
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
7 |
Strategic Wealth Advisors Group, LLC |
7 |
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares |
7 |
Sage Mountain Advisors LLC |
7 |
Concourse Capital Management, LLC |
7 |
Global Financial Private Client, LLC |
7 |
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
7 |
JJJ Advisors Inc. |
7 |
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
7 |
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
7 |
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
7 |
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
7 |
Radcliffe Capital Management, L.P. |
7 |
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
7 |
Natixis Investment Managers International |
7 |
QCM Cayman, Ltd. |
7 |
Wells Fargo Income Opportunities Fund |
7 |
RBF Capital, LLC |
7 |
Nuveen Short Duration Credit Opportunities Fund |
7 |
Community Bank, N.A. |
7 |
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
7 |
HB Wealth Management, LLC |
6 |
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I |
6 |
Hoxton Financial, Inc. |
6 |
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares |
6 |
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
6 |
Ckw Financial Group |
6 |
RHJ International SA |
6 |
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
6 |
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
6 |
JBF Capital, Inc. |
6 |
Kingdom Ridge Capital, LLC |
6 |
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
6 |
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
6 |
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
6 |
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
6 |
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
6 |
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
6 |
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class |
6 |
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund |
6 |
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
6 |
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund |
6 |
Profunds - Profund Vp Technology |
6 |
York Capital Management Global Advisors, LLC |
6 |
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
6 |
Triad Wealth Partners, LLC |
6 |
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A |
6 |
Roumell Asset Management, LLC |
6 |
Motley Fool Asset Management LLC |
6 |
Focus Financial Network, Inc. |
6 |
Alpha Cubed Investments, LLC |
6 |
Lyon Street Capital, LLC |
6 |
Nuveen S&p 500 Dynamic Overwrite Fund |
6 |
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A |
6 |
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
6 |
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF |
6 |
Polaris Wealth Advisory Group, LLC |
6 |
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class |
6 |
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
6 |
Mariner Investment Group Llc |
6 |
IYW - iSHARES TRUST - iShares U.S. Technology ETF |
6 |
Atlantic Union Bankshares Corp |
6 |
Brightfield Capital Management Llc |
6 |
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
6 |
Vestor Capital, Llc |
6 |
Laurel Wealth Advisors, Inc. |
6 |
Logan Capital Management Inc |
6 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
6 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund |
6 |
Nwam Llc |
6 |
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
6 |
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund |
6 |
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
6 |
Voya Financial Advisors, Inc. |
6 |
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares |
6 |
Croft-leominster Inc |
6 |
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares |
6 |
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
6 |
SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A |
6 |
Palo Capital, Inc. |
6 |
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
6 |
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
6 |
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
6 |
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
6 |
Portside Wealth Group, LLC |
6 |
Godsey & Gibb Associates |
6 |
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
6 |
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
6 |
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
6 |
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF |
6 |
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
6 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
6 |
Indiana Trust & Investment Management CO |
6 |
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
6 |
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
6 |
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
6 |
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
6 |
Wrapmanager Inc |
6 |
J.Safra Asset Management Corp |
6 |
Sun Life Financial Inc |
6 |
Matarin Capital Management, LLC |
6 |
Gideon Capital Advisors, Inc. |
6 |
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund |
6 |
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class |
6 |
Abich Financial Wealth Management LLC |
6 |
Wade G W & Inc |
6 |
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
6 |
PENN SERIES FUNDS INC - Small Cap Value Fund |
6 |
Webster Bank, N. A. |
6 |
Lynx Investment Advisory |
6 |
Springowl Associates Llc |
6 |
TEPIX - Profunds - Technology Ultrasector Profund Investor Class |
6 |
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
6 |
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
6 |
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares |
6 |
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
6 |
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
6 |
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
6 |
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
6 |
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R |
6 |
Savior LLC |
6 |
Cape Investment Advisory, Inc. |
6 |
Financial Counselors Inc |
6 |
Cumberland Partners Ltd |
6 |
Graticule Asia Macro Advisors LLC |
6 |
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares |
6 |
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
6 |
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
6 |
Cordasco Financial Network |
6 |
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
6 |
WealthTrust Fairport, LLC |
6 |
Mitsubishi UFJ Securities Holdings Co., Ltd. |
6 |
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
6 |
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
6 |
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
6 |
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
6 |
Annex Advisory Services, LLC |
6 |
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
6 |
TradeLink Capital LLC |
6 |
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF |
6 |
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A |
6 |
Tygh Capital Management, Inc. |
6 |
Princeton Portfolio Strategies Group LLC |
6 |
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
6 |
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
6 |
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
6 |
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
6 |
Kellner Capital, LLC |
6 |
Myriad Asset Management Ltd. |
6 |
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N |
6 |
Solaris Asset Management Llc |
6 |
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
6 |
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
6 |
Integre Asset Management, LLC |
6 |
Hawk Ridge Capital Management Lp |
6 |
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
6 |
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
6 |
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
6 |
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
6 |
Quantum Capital Management |
6 |
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A |
6 |
Hilltop Holdings Inc. |
6 |
Rivernorth Capital Management, Llc |
6 |
GDAT - Goldman Sachs ETF Trust - Goldman Sachs Motif Data-Driven World ETF |
6 |
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
6 |
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
6 |
VCGAX - VALIC Co I - Growth & Income Fund |
6 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio |
6 |
Tlp Group Llc |
6 |
Northwest Financial Advisors |
6 |
Bardin Hill Management Partners Lp |
6 |
VGLSX - VALIC Co I - Global Strategy Fund |
6 |
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
6 |
ROM - PROSHARES TRUST - ProShares Ultra Technology |
6 |
W.G. Shaheen & Associates DBA Whitney & Co |
6 |
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
6 |
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
6 |
VCSBX - VALIC Co II - Strategic Bond Fund |
6 |
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
6 |
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A |
6 |
Corbenic Partners LLC |
6 |
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
6 |
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
6 |
Wellington Shields & Co., LLC |
6 |
Rothschild Investment Corp /il |
6 |
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF |
6 |
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A |
6 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
6 |
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
6 |
Blackthorn Investment Group Llc |
6 |
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
6 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
6 |
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
6 |
RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A |
6 |
Endurance Wealth Management, Inc. |
6 |
Smith, Graham & Co., Investment Advisors, LP |
6 |
Maple Securities Usa Inc |
6 |
Diameter Capital Partners LP |
6 |
Cna Financial Corp |
6 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
6 |
Stifel Nicolaus & Co Inc \mo\ |
6 |
Athanor Capital, Lp |
6 |
Joel Isaacson & Co., LLC |
6 |
Tiedemann Advisors, Llc |
6 |
Athena Capital Advisors Llc |
6 |
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
6 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
6 |
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I |
6 |
Dai-ichi Life Holdings, Inc. |
6 |
Palladium Partners Llc |
6 |
Ballentine Partners, LLC |
6 |
Northern Right Capital Management, L.P. |
6 |
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
6 |
Atticus Wealth Management, Llc |
6 |
SkyOak Wealth, LLC |
6 |
Highlander Capital Management, LLC |
6 |
Fortaleza Asset Management Inc/ |
6 |
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund |
6 |
Integrated Advisors Network LLC |
6 |
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
6 |
E. Ohman J:or Asset Management AB |
6 |
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
6 |
ARS Investment Partners, LLC |
6 |
Quaker Wealth Management, LLC |
6 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
6 |
Allegis Investment Advisors, LLC |
6 |
Carolina Wealth Advisors, LLC |
6 |
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
6 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1 |
6 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
6 |
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
6 |
HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares |
6 |
Gilliland Jeter Wealth Management LLC |
6 |
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
6 |
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
6 |
Nelson Capital Management, LLC |
6 |
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
6 |
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
6 |
Capital Wealth Alliance, LLC |
6 |
No Street GP LP |
6 |
CWA Asset Management Group, LLC |
6 |
Sii Investments Inc/wi |
6 |
Haafor (Singapore) Pte. Ltd. |
6 |
Investors Asset Management Of Georgia Inc /ga/ /adv |
6 |
Burt Wealth Advisors |
6 |
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
6 |
FSA Wealth Management LLC |
6 |
WWSAX - Teton Westwood Funds - Teton Westwood Small Cap Equity Fund Class A |
6 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
6 |
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A |
6 |
Connable Office Inc |
6 |
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
6 |
Griffin Asset Management, Inc. |
6 |
Calamos Long/Short Equity & Dynamic Income Trust |
6 |
City National Bank |
6 |
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
6 |
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
6 |
Moody Aldrich Partners Llc |
6 |
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
6 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
6 |
Royal Fund Management, LLC |
6 |
Symphony Financial, Ltd. Co. |
6 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
6 |
Equitec Specialists, Llc |
6 |
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
6 |
Rosenberg Matthew Hamilton |
6 |
Heritage Wealth Advisors |
6 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
6 |
Walled Lake Planning & Wealth Management, Llc |
6 |
Jackson Square Capital, Llc |
6 |
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
6 |
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
6 |
Barrett Asset Management, LLC |
6 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
6 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
6 |
Psagot Investment House Ltd. |
6 |
Forty4 Asset Management LLC |
6 |
Antonetti Capital Management LLC |
6 |
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class |
6 |
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares |
6 |
Telluride Asset Management LLC |
6 |
HFM Investment Advisors, LLC |
6 |
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class |
6 |
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
6 |
Cascade Investment Advisors, Inc. |
6 |
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
6 |
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund |
6 |
Stonebridge Financial Group, LLC |
6 |
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
6 |
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
6 |
Woodmont Investment Counsel Llc |
6 |
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class |
6 |
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
6 |
PLCY - Listed Funds Trust - EventShares U.S. Legislative Opportunities ETF |
6 |
AUERX - Unified Series Trust - Auer Growth Fund |
6 |
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF |
6 |
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
6 |
Silphium Asset Management Ltd |
6 |
RBB FUND, INC. - Aquarius International Fund |
6 |
Advisors Capital Management, LLC |
6 |
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A |
6 |
Ibex Wealth Advisors |
6 |
Stanford Investment Group, Inc. |
6 |
Epoch Investment Partners, Inc. |
6 |
Atlas Private Wealth Advisors |
6 |
WFA of San Diego, LLC |
6 |
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
6 |
Pax World Management Llc |
6 |
Thomas White International Ltd |
6 |
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
6 |
Gerstein Fisher |
6 |
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I |
6 |
Trust Point Inc. |
6 |
Security National Trust Co |
6 |
180 Wealth Advisors, Llc |
6 |
Apollo Management Holdings, L.P. |
6 |
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A |
6 |
Delek Group, Ltd. |
6 |
Chiron Capital Management, Llc |
6 |
Deprince Race & Zollo Inc |
6 |
BlackRock Capital Allocation Trust |
6 |
Manning & Napier Advisors Llc |
6 |
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
6 |
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund |
6 |
Platform Technology Partners |
6 |
Leisure Capital Management |
6 |
Kettle Hill Capital Management, Llc |
6 |
LBA Wealth Management, LLC |
6 |
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
6 |
Murphy & Mullick Capital Management Corp |
6 |
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 |
6 |
Lowe Wealth Advisors, LLC |
6 |
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
6 |
ARK Investment Management LLC |
6 |
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
6 |
Clearview Wealth Advisors LLC |
6 |
Flinton Capital Management LLC |
6 |
Capital CS Group, LLC |
6 |
Accel Wealth Management |
6 |
GoalVest Advisory LLC |
6 |
MSS Series Trust - One Rock Fund |
6 |
McCarthy Asset Management, Inc. |
6 |
Future Financial Wealth Managment LLC |
6 |
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
6 |
Schwartz Investment Counsel Inc |
6 |
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio |
6 |
IAG Wealth Partners, LLC |
6 |
Acap Strategic Fund |
6 |
Hedeker Wealth, LLC |
6 |
Charter Oak Capital Management, LLC |
6 |
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
6 |
Synergy Financial Management, LLC |
6 |
Jafra Capital Management LP |
6 |
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio |
6 |
Tdam Usa Inc. |
6 |
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
6 |
John Hancock Hedged Equity & Income Fund |
6 |
Evermay Wealth Management Llc |
6 |
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
6 |
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
6 |
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
6 |
Icon Wealth Partners, LLC |
6 |
NewEdge Wealth, LLC |
6 |
Pallas Capital Advisors LLC |
6 |
Koss-Olinger Consulting, LLC |
6 |
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
6 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
6 |
Carillon Tower Advisers, Inc. |
6 |
Todd Asset Management Llc |
6 |
Heritage Wealth Management, Llc |
6 |
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV |
6 |
Eisler Capital (UK) Ltd. |
6 |
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) |
6 |
Vanguard Windsor Funds |
6 |
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
6 |
Bfsg, Llc |
6 |
Measured Risk Portfolios, Inc. |
6 |
IDAT - iSHARES TRUST - iShares Cloud 5G and Tech ETF |
6 |
Bragg Financial Advisors, Inc |
6 |
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) |
6 |
U.S. Capital Wealth Advisors, LLC |
6 |
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A |
6 |
Absolute Investment Advisers Llc |
6 |
FourThought Financial, LLC |
6 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
6 |
Banco Bilbao Vizcaya Argentaria, S.a. |
6 |
STFBX - Advisers Investment Trust - State Farm Balanced Fund |
6 |
JB Capital LLC |
6 |
West Paces Advisors Inc. |
6 |
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N |
6 |
Regal Wealth Group, Inc. |
6 |
Tiaa, Fsb |
6 |
HGC Investment Management Inc. |
6 |
Burns Matteson Capital Management, LLC |
6 |
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
6 |
Ferris Capital, Llc |
6 |
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares |
6 |
Pittenger & Anderson Inc |
6 |
Beck Bode, LLC |
6 |
Williams Jones Wealth Management, LLC. |
6 |
Donoghue Forlines LLC |
6 |
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF |
6 |
Mutual Advisors, LLC |
6 |
Flow Traders U.s. Llc |
6 |
Amerivest Investment Management LLC |
6 |
Riverwater Partners LLC |
6 |
Dogwood Wealth Management LLC |
6 |
Park Square Financial Group, LLC |
6 |
Kent Lake Capital LLC |
6 |
Benjamin Edwards Inc |
6 |
CarsonAllaria Wealth Management, Ltd. |
6 |
Boulder Hill Capital Management Lp |
6 |
Miles Capital, Inc. |
6 |
Great Valley Advisor Group, Inc. |
6 |
Arlington Partners LLC |
6 |
Clal Insurance Enterprises Holdings Ltd |
6 |
Quilter Plc |
6 |
BCJ Capital Management, LLC |
6 |
Princeton Global Asset Management LLC |
6 |
Lake Point Wealth Management |
6 |
Resolute Capital Asset Partners LLC |
6 |
Icon Advisers Inc/co |
6 |
Elequin Capital Lp |
6 |
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
6 |
West Michigan Advisors, Llc |
6 |
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
6 |
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF |
6 |
Oaktree Diversified Income Fund Inc. |
6 |
Wealthfront Advisers Llc |
6 |
Values First Advisors, Inc. |
6 |
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
6 |
DeepCurrents Investment Group LLC |
6 |
Keeley Asset Management Corp |
6 |
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
6 |
Strengthening Families & Communities, LLC |
6 |
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
6 |
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
6 |
Chilton Capital Management Llc |
6 |
PFG Advisors |
6 |
Disciplined Growth Investors Inc /mn |
6 |
Tiger Management L.l.c. |
6 |
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
6 |
Harvest Investment Services, LLC |
6 |
Whale Rock Capital Management LLC |
6 |
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
6 |
Bowen Hanes & Co Inc |
6 |
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
6 |
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF |
6 |
Susquehanna International Group Ltd. |
6 |
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
6 |
T. Rowe Price Investment Management, Inc. |
6 |
Alera Investment Advisors, LLC |
6 |
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
6 |
Albion Financial Group /ut |
6 |
Traynor Capital Management, Inc. |
6 |
Islet Management, LP |
6 |
Penbrook Management LLC |
6 |
Schechter Investment Advisors, LLC |
6 |
Gladstone Institutional Advisory LLC |
6 |
Brewin Dolphin Wealth Management Ltd |
6 |
Colonial Trust Co / SC |
6 |
Usaa Etf Trust |
6 |
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
6 |
GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
6 |
Robertson Stephens Wealth Management, LLC |
6 |
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I |
6 |
Glass Jacobson Investment Advisors llc |
6 |
McGlone Suttner Wealth Management, Inc. |
6 |
Fir Tree Capital Management Lp |
6 |
Elk Creek Partners, LLC |
6 |
North Run Capital, Lp |
6 |
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
6 |
Masters Capital Management Llc |
6 |
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
6 |
Oversea-Chinese Banking CORP Ltd |
6 |
Next Century Growth Investors Llc |
6 |
ISAM Funds (UK) Ltd |
6 |
Platinum Investment Management Ltd |
6 |
Mill Creek Capital Advisors, LLC |
6 |
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
6 |
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
6 |
Hayden Royal, Llc |
6 |
Evolution Wealth Advisors, LLC |
6 |
Prudential Global Short Duration High Yield Fund, Inc. |
6 |
Binnacle Investments Inc |
6 |
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
6 |
Authentikos Wealth Advisory, LLC |
6 |
Independence Bank of Kentucky |
6 |
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
6 |
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
6 |
PPM Funds - PPM Floating Rate Income Fund (Inst) |
6 |
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
6 |
Park West Asset Management LLC |
6 |
Coatue Management Llc |
6 |
Redhawk Wealth Advisors, Inc. |
6 |
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
6 |
Canton Hathaway, LLC |
6 |
Norden Group Llc |
6 |
High Income Opportunities Portfolio - High Income Opportunities Portfolio |
6 |
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
6 |
Foundations Investment Advisors, LLC |
6 |
Eaton Vance Senior Floating Rate Trust |
6 |
Syon Capital Llc |
6 |
O'Dell Group, LLC |
6 |
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
6 |
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
6 |
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
6 |
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional |
6 |
Mfs Charter Income Trust |
6 |
Ab Pooling Portfolios |
6 |
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
6 |
Mfs Intermediate High Income Fund |
6 |
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
6 |
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
6 |
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
6 |
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
6 |
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A |
6 |
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
6 |
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
6 |
Kkr Income Opportunities Fund |
6 |
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
6 |
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
6 |
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July |
6 |
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
6 |
IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
6 |
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
6 |
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
6 |
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
6 |
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
6 |
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
6 |
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
6 |
Vivaldi Opportunities Fund |
6 |
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
6 |
Berkley W R Corp |
6 |
Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
6 |
Echo Street Capital Management LLC |
6 |
Creekmur Asset Management LLC |
6 |
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class |
6 |
Meiji Yasuda Asset Management Co Ltd. |
6 |
Marxe Austin W & Greenhouse David M |
6 |
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
6 |
Kessler Investment Group, LLC |
6 |
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
6 |
OMT Capital Management LLC |
6 |
Searle & Co. |
6 |
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
6 |
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund |
6 |
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
6 |
Advantage Advisers Xanthus Fund, L.l.c. |
6 |
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
6 |
Platte River Capital LLC |
6 |
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
6 |
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
6 |
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I |
6 |
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A |
6 |
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
6 |
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
6 |
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES |
6 |
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
6 |
Stone Toro Investment Advisers, LP |
6 |
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
6 |
Tuttle Tactical Management LLC |
6 |
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A |
6 |
Pin Oak Investment Advisors Inc |
6 |
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class |
6 |
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class |
6 |
HASOX - HARBOR FUNDS - Harbor Small Cap Growth Opportunities Fund Institutional Class |
6 |
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
6 |
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
6 |
Frontier Capital Management Co Llc |
6 |
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A |
6 |
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class |
6 |
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A |
6 |
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares |
5 |
Legacy Capital Group California, Inc. |
5 |
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF |
5 |
Financial Advisors Network, Inc. |
5 |
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
5 |
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
5 |
Palisade Asset Management, LLC |
5 |
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
5 |
Squar Milner Financial Services Llc |
5 |
Crosslink Capital Inc |
5 |
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
5 |
Symmetry Partners, LLC |
5 |
Banque Pictet & Cie Sa |
5 |
Carnegie Capital Asset Management, LLC |
5 |
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF |
5 |
Good Life Advisors, LLC |
5 |
Omega Advisors Inc. |
5 |
Bank Hapoalim Bm |
5 |
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
5 |
Kestra Investment Management, LLC |
5 |
Barrett & Company, Inc. |
5 |
Abn Amro Investment Solutions |
5 |
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
5 |
Voisard Asset Management Group, Inc. |
5 |
HighTower Trust Services, LTA |
5 |
Twin Securities, Inc. |
5 |
Wakefield Asset Management LLLP |
5 |
Clark Capital Management Group, Inc. |
5 |
High Note Wealth, LLC |
5 |
Grimes & Company, Inc. |
5 |
New Wave Wealth Advisors Llc |
5 |
Ofi Invest Asset Management |
5 |
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group |
5 |
Ellsworth Advisors, LLC |
5 |
Private Management Group Inc |
5 |
IXN - iSHARES TRUST - iShares Global Tech ETF |
5 |
Frank, Rimerman Advisors LLC |
5 |
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
5 |
CBOE Vest Financial, LLC |
5 |
SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
5 |
Fondren Management LP |
5 |
Reinhart Partners, Inc. |
5 |
Jabre Capital Partners S.A. |
5 |
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
5 |
Oder Investment Management, LLC |
5 |
Annapolis Financial Services, LLC |
5 |
RiverFront Investment Group, LLC |
5 |
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
5 |
Swedbank AB |
5 |
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
5 |
AIA Group Ltd |
5 |
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
5 |
Sandell Asset Management Corp |
5 |
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class |
5 |
Becker Capital Management Inc |
5 |
Mach-1 Financial Group, Inc. |
5 |
Altus Wealth Group LLC |
5 |
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
5 |
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
5 |
Whitnell & Co. |
5 |
Bollard Group LLC |
5 |
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N |
5 |
ACK Asset Management LLC |
5 |
Bryce Point Capital, LLC |
5 |
Insight 2811, Inc. |
5 |
Sittner & Nelson, Llc |
5 |
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
5 |
Geneva Advisors, LLC |
5 |
SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A |
5 |
Atomi Financial Group, Inc. |
5 |
Tealwood Asset Management Inc |
5 |
CoreFirst Bank & Trust |
5 |
Passport Capital, LLC |
5 |
Frazier Financial Advisors, LLC |
5 |
HWG Holdings LP |
5 |
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
5 |
Heron Bay Capital Management |
5 |
Clark Estates Inc/ny |
5 |
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
5 |
Korea Investment CORP |
5 |
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF |
5 |
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
5 |
F/M Investments LLC |
5 |
Motley Fool Wealth Management, LLC |
5 |
FSELX - FIDELITY SELECT PORTFOLIOS - Semiconductors Portfolio |
5 |
New England Private Wealth Advisors LLC |
5 |
Safeguard Investment Advisory Group, LLC |
5 |
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
5 |
Transce3nd, LLC |
5 |
SNS Financial Group, LLC |
5 |
Pzena Investment Management Llc |
5 |
Breakline Capital Llc |
5 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
5 |
IFM Investors Pty Ltd |
5 |
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
5 |
Boyer & Corporon Wealth Management, LLC |
5 |
New Harbor Financial Group, LLC |
5 |
Main Street Financial Solutions, LLC |
5 |
Bradley Foster & Sargent Inc/ct |
5 |
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF |
5 |
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A |
5 |
SOA Wealth Advisors, LLC. |
5 |
Oarsman Capital, Inc. |
5 |
Legacy Wealth Asset Management, LLC |
5 |
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
5 |
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
5 |
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF |
5 |
Brown Advisory Securities, LLC |
5 |
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
5 |
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
5 |
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
5 |
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
5 |
Opus Capital Group, LLC |
5 |
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
5 |
Better Money Decisions, LLC |
5 |
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class |
5 |
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P |
5 |
BOK Financial Private Wealth, Inc. |
5 |
PrairieView Partners, LLC |
5 |
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A |
5 |
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
5 |
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
5 |
DT Investment Partners, LLC |
5 |
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S |
5 |
Massar Capital Management, LP |
5 |
First Trust High Income Long/short Fund |
5 |
Bolton Lp |
5 |
NOMIX - Northern Funds - Northern Mid Cap Index Fund |
5 |
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
5 |
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund |
5 |
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A |
5 |
Ogorek Anthony Joseph /ny/ /adv |
5 |
Credential Securities Inc. |
5 |
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
5 |
Sentinel Trust Co Lba |
5 |
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I |
5 |
Doyle Wealth Management |
5 |
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
5 |
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I |
5 |
BlackRock Private Investments Fund |
5 |
Ridgewood Investments LLC |
5 |
JHMT - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Technology ETF |
5 |
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
5 |
Kohlberg Kravis Roberts & Co. L.P. |
5 |
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
5 |
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
5 |
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares |
5 |
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
5 |
Hexavest Inc. |
5 |
Adirondack Trust Co |
5 |
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) |
5 |
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
5 |
Y.D. More Investments Ltd |
5 |
Jnl Series Trust - Jnl/crescent High Income Fund (a) |
5 |
Oak Ridge Investments Llc |
5 |
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
5 |
Fieldview Capital Management, LLC |
5 |
Emfo, Llc |
5 |
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF |
5 |
Santori & Peters, Inc. |
5 |
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
5 |
VVMCX - VALIC Co I - Mid Cap Value Fund |
5 |
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
5 |
Circle Wealth Management, LLC |
5 |
Bbva Usa |
5 |
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C |
5 |
Clear Perspective Advisors, LLC |
5 |
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
5 |
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
5 |
Redpoint Investment Management Pty Ltd |
5 |
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
5 |
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
5 |
iA Global Asset Management Inc. |
5 |
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
5 |
Adalta Capital Management LLC |
5 |
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
5 |
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
5 |
ENDW - EA Series Trust - Cambria Endowment Style ETF |
5 |
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF |
5 |
Ashton Thomas Securities, Llc |
5 |
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
5 |
Rpo Llc |
5 |
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
5 |
IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF |
5 |
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
5 |
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
5 |
McElhenny Sheffield Capital Management, LLC |
5 |
Catalytic Wealth RIA, LLC |
5 |
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
5 |
Mfs Special Value Trust |
5 |
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A |
5 |
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF |
5 |
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
5 |
Smith Group Asset Management, LLC |
5 |
Price Capital Management, Inc. |
5 |
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
5 |
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
5 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 |
5 |
PPA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Aerospace & Defense ETF |
5 |
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
5 |
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
5 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
5 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
5 |
Western Asset Global High Income Fund Inc. |
5 |
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares |
5 |
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A |
5 |
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class |
5 |
Mfs Multimarket Income Trust |
5 |
Trilogy Capital Inc. |
5 |
Bridge City Capital, LLC |
5 |
U S Global Investors Inc |
5 |
East Coast Asset Management, LLC. |
5 |
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares |
5 |
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
5 |
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
5 |
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
5 |
Buckhead Capital Management Llc |
5 |
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
5 |
Fairpointe Capital LLC |
5 |
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF |
5 |
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
5 |
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
5 |
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A |
5 |
Summit X, LLC |
5 |
Nuveen S&p 500 Buywrite Income Fund |
5 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
5 |
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
5 |
UniSuper Management Pty Ltd |
5 |
BSW Wealth Partners |
5 |
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A |
5 |
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional |
5 |
Wedmont Private Capital |
5 |
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
5 |
UMPIX - Profunds - Ultramid-cap Profund Investor Class |
5 |
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
5 |
PFS Partners, LLC |
5 |
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
5 |
City Holding Co |
5 |
MGPIX - Profunds - Mid-cap Growth Profund Investor Class |
5 |
Amplius Wealth Advisors, LLC |
5 |
MDPIX - Profunds - Mid-cap Profund Investor Class |
5 |
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
5 |
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
5 |
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
5 |
Strategic Global Advisors, LLC |
5 |
PLHIX - Aristotle Funds Series Trust - Aristotle High Yield Bond Fund Class I |
5 |
Whalen Wealth Management Inc. |
5 |
DGS Capital Management, LLC |
5 |
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 |
5 |
Munder Series Trust |
5 |
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y |
5 |
Lenox Wealth Management, Inc. |
5 |
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
5 |
Absolute Capital Management, LLC |
5 |
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
5 |
Crestwood Advisors Group LLC |
5 |
Whitebox Mutual Funds |
5 |
Yarbrough Capital, LLC |
5 |
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
5 |
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
5 |
Arlington Trust Co LLC |
5 |
Bleichroeder LP |
5 |
Fma Advisory Inc |
5 |
Sweet Financial Partners, LLC |
5 |
Pinnacle Holdings, LLC |
5 |
OneAscent Financial Services LLC |
5 |
Western Asset High Income Opportunity Fund Inc. |
5 |
Franklin Street Advisors Inc /nc |
5 |
Turner Funds |
5 |
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A |
5 |
Retirement Planning Co of New England, Inc. |
5 |
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
5 |
Carmichael Hill & Associates, Inc. |
5 |
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P |
5 |
Western Asset High Yield Defined Opportunity Fund Inc. |
5 |
New Age Alpha Funds Trust - NAA Opportunity Fund Class C |
5 |
XR Securities LLC |
5 |
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
5 |
Peachtree Investment Advisors, Inc. |
5 |
Alan B. Lancz & Associates, Inc. |
5 |
First Financial Corp /in/ |
5 |
Campbell Newman Asset Management Inc |
5 |
TimesSquare Capital Management, LLC |
5 |
OAIEX - Optimum Fund Trust - Optimum International Fund Class A |
5 |
Confluence Wealth Services, Inc. |
5 |
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 |
5 |
Cca Investments Trust |
5 |
Sage Rhino Capital Llc |
5 |
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
5 |
Industrial Alliance Investment Management Inc. |
5 |
Eaton Vance Floating-rate Income Plus Fund |
5 |
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
5 |
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
5 |
Aegon Asset Management Uk Plc |
5 |
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
5 |
SummitTX Capital, L.P. |
5 |
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A |
5 |
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A |
5 |
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
5 |
Price Wealth Management, Inc. |
5 |
Sona Asset Management (us) Llc |
5 |
Solstein Capital, LLC |
5 |
KLCM Advisors, Inc. |
5 |
SUNAMERICA SERIES TRUST - SA Columbia Technology Portfolio Class 1 |
5 |
Genesee Valley Trust Co |
5 |
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
5 |
Groupama Asset Managment |
5 |
Financial Connections Group, Inc. |
5 |
Fore Capital, LLC |
5 |
Ares Dynamic Credit Allocation Fund, Inc. |
5 |
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
5 |
Monetary Management Group Inc |
5 |
Fifth Lane Capital, Lp |
5 |
Covenant Multifamily Offices, LLC |
5 |
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares |
5 |
Journey Strategic Wealth Llc |
5 |
Mascagni Wealth Management, Inc. |
5 |
Biltmore Capital Advisors LLC |
5 |
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
5 |
Invesco High Income Trust Ii |
5 |
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
5 |
Tuscan Ridge Asset Management Llc |
5 |
Gagnon Securities Llc |
5 |
CrestPoint Capital Management, LLC |
5 |
Private Wealth Asset Management, LLC |
5 |
Voleon Capital Management Lp |
5 |
Taylor Wealth Management Partners |
5 |
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A |
5 |
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
5 |
Dakota Wealth Management |
5 |
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
5 |
Silvant Capital Management LLC |
5 |
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
5 |
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class |
5 |
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N |
5 |
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
5 |
Autumn Glory Partners, LLC |
5 |
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares |
5 |
Chartwell Investment Partners/pa |
5 |
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class |
5 |
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A |
5 |
Mraz, Amerine & Associates, Inc. |
5 |
Eaton Vance Floating-rate 2022 Target Term Trust |
5 |
Vienna Asset Management LLC |
5 |
Elo Mutual Pension Insurance Co |
5 |
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
5 |
Psagot Value Holdings Ltd. / (Israel) |
5 |
Profunds - Profund Vp Mid-cap Growth |
5 |
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
5 |
City State Bank |
5 |
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class |
5 |
Profunds - Profund Vp Ultramid-cap |
5 |
MorganRosel Wealth Management, LLC |
5 |
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
5 |
Capital Investment Counsel, Inc |
5 |
DeDora Capital, Inc. |
5 |
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 |
5 |
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A |
5 |
Polymer Capital Management (HK) LTD |
5 |
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
5 |
Guggenheim Strategic Opportunities Fund |
5 |
Pensionmark Financial Group, Llc |
5 |
FSC Wealth Advisors, LLC |
5 |
Van Den Berg Management I, Inc |
5 |
Mairs & Power Inc |
5 |
IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class |
5 |
Western Asset High Income Fund Ii Inc. |
5 |
New England Research & Management, Inc. |
5 |
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
5 |
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I |
5 |
Fort Baker Capital Management LP |
5 |
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A |
5 |
Oppenheimer Variable Account Funds |
5 |
1620 Investment Advisors, Inc. |
5 |
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
5 |
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
5 |
Ativo Capital Management LLC |
5 |
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund |
5 |
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
5 |
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
5 |
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund |
5 |
Actinver Wealth Management, Inc. |
5 |
Vise Technologies, Inc. |
5 |
Fortem Financial Group, Llc |
5 |
Burleson & Company, LLC |
5 |
True Bearing Asset Management LP |
5 |
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio |
5 |
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
5 |
Triasima Portfolio Management inc. |
5 |
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class |
5 |
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I |
5 |
Bremer Trust National Association |
5 |
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF |
5 |
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
5 |
Scarborough Advisors, LLC |
5 |
Boyd Watterson Asset Management Llc/oh |
5 |
Credit Suisse High Yield Bond Fund |
5 |
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF |
5 |
Pioneer High Income Trust |
5 |
Altfest L J & Co Inc |
5 |
Marketocracy Funds |
5 |
Syntal Capital Partners, LLC |
5 |
Wbi Investments, Inc. |
5 |
Glacier Peak Capital LLC |
5 |
XT - iSHARES TRUST - iShares Exponential Technologies ETF |
5 |
Stock Yards Bank & Trust Co |
5 |
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
5 |
Raab & Moskowitz Asset Management LLC |
5 |
Frontier Wealth Management LLC |
5 |
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
5 |
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
5 |
Abundance Wealth Counselors |
5 |
Voya Global Advantage & Premium Opportunity Fund |
5 |
Andra AP-fonden |
5 |
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares |
5 |
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class |
5 |
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R |
5 |
Voya Global Equity Dividend & Premium Opportunity Fund |
5 |
Credit Suisse Asset Management Income Fund Inc |
5 |
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF |
5 |
WHIAX - IVY FUNDS - Ivy High Income Fund Class A |
5 |
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares |
5 |
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A |
5 |
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A |
5 |
CT Financial Advisors LLC |
5 |
TRFM - ETF Series Solutions - AAM Transformers ETF |
5 |
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
5 |
Romano Brothers And Company |
5 |
Gabelli Equity Series Funds Inc |
5 |
MBM Wealth Consultants, LLC |
5 |
Sepio Capital, LP |
5 |
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
5 |
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
5 |
Caitlin John, LLC |
5 |
Apollon Wealth Management, LLC |
5 |
Citizens Business Bank |
5 |
Mesirow Institutional Investment Management, Inc. |
5 |
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
5 |
Putnam High Income Securities Fund |
5 |
Miller Howard Investments Inc /ny |
5 |
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class |
5 |
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
5 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 |
5 |
Horizon Bancorp Inc /in/ |
5 |
Professional Financial Advisors, LLC |
5 |
Mine & Arao Wealth Creation & Management, LLC. |
5 |
Fairfield, Bush & Co. |
5 |
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
5 |
Firestone Capital Management |
5 |
Wealth Alliance |
5 |
Schnieders Capital Management Llc |
5 |
Pinpoint Asset Management Ltd |
5 |
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
5 |
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares |
5 |
FLXIX - FORUM FUNDS - Absolute Flexible Fund Institutional Shares |
5 |
Beacon Financial Group |
5 |
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell |
5 |
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
5 |
Sage Rock Capital Management LP |
5 |
Alhambra Investment Partners LLC |
5 |
Adirondack Research & Management Inc. |
5 |
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
5 |
Kathmere Capital Management, LLC |
5 |
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
5 |
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
5 |
Lebenthal Asset Management, LLC |
5 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
5 |
TrimTabs Asset Management, LLC |
5 |
Cleararc Capital Inc |
5 |
Texas Yale Capital Corp. |
5 |
Scott & Selber, Inc. |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
5 |
Kerrisdale Advisers, LLC |
5 |
Central Bank & Trust Co |
5 |
Osterweis Capital Management Inc |
5 |
Spdr S&p Midcap 400 Etf Trust |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
5 |
N.E.W. Advisory Services LLC |
5 |
Us Global Investors Funds |
5 |
Bellevue Asset Management, Llc |
5 |
Xtx Markets Llc |
5 |
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
5 |
Crow Point Partners, LLC |
5 |
AllianzGI Artificial Intelligence & Technology Opportunities Fund |
5 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
5 |
Dunhill Financial, LLC |
5 |
Regent Peak Wealth Advisors LLC |
5 |
Modera Wealth Management, LLC |
5 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
5 |
Sumit Capital, Llc |
5 |
Gallacher Capital Management LLC |
5 |
MML Series Investment Fund II - MML High Yield Fund Class II |
5 |
National Investment Services of America, LLC |
5 |
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
5 |
Cannell Peter B & Co Inc |
5 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
5 |
Washington Capital Management Inc |
5 |
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
5 |
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares |
5 |
Great Lakes Retirement, Inc. |
5 |
Family Management Corp |
5 |
PAX Financial Group, LLC |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y |
5 |
Blue Rock Advisors, LLC |
5 |
KAMES CAPITAL plc |
5 |
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A |
5 |
Arabesque Asset Management Ltd |
5 |
Stratos Wealth Advisors, LLC |
5 |
Saba Capital Management, L.P. |
5 |
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
5 |
VitalStone Financial, LLC |
5 |
Strategy Asset Managers Llc |
5 |
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
5 |
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class |
5 |
Trigran Investments, Inc. |
5 |
Perennial Investment Advisors, LLC |
5 |
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares |
5 |
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
5 |
Tairen Capital Ltd |
5 |
Perpetual Ltd |
5 |
Rakuten Securities, Inc. |
5 |
Leelyn Smith, LLC |
5 |
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares |
5 |
Killen Group Inc |
5 |
Howard Wealth Management, Llc |
5 |
Asset Management Corp /il/ /adv |
5 |
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
5 |
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
5 |
Hgk Asset Management Inc |
5 |
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A |
5 |
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
5 |
Kempen Capital Management N.v. |
5 |
Sharkey, Howes & Javer |
5 |
New England Capital Financial Advisors LLC |
5 |
CR Intrinsic Investors, LLC |
5 |
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
5 |
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class |
5 |
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II |
5 |
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class |
5 |
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
5 |
Alliance Wealth Advisors, LLC /UT |
5 |
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
5 |
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
5 |
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A |
5 |
Family Firm, Inc. |
5 |
Osborn Rohs Williams & Donohoe Ltd |
5 |
CNB Bank |
5 |
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
5 |
Winton Capital Management Ltd |
5 |
Mariner Wealth Advisors-NYC, LLC |
5 |
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
5 |
Glg Inc. |
5 |
Qsemble Capital Management, LP |
5 |
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I |
5 |
Costello Asset Management, INC |
5 |
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares |
5 |
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
5 |
Rathbone Brothers plc |
5 |
Black Maple Capital Management LP |
5 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
5 |
SYSTM Wealth Solutions LLC |
5 |
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
5 |
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
5 |
Act Ii Management, Lp |
5 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class |
5 |
Lecap Asset Management Ltd |
5 |
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II |
5 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
5 |
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
5 |
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
5 |
Windsor Creek Advisors, Llc |
5 |
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
5 |
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A |
5 |
Polygon Management Ltd. |
5 |
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
5 |
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
5 |
tru Independence LLC |
5 |
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A |
5 |
Artis Capital Management, L.p. |
5 |
Keystone Financial Group |
5 |
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class |
5 |
Eventide Asset Management, Llc |
5 |
PFSLX - PARADIGM FUNDS - Paradigm Select Fund |
5 |
Peoples Financial Services Corp. |
5 |
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
5 |
Kendall Square Capital, LLC |
5 |
Kiley Juergens Wealth Management, Llc |
5 |
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A |
5 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
5 |
Mosaic Family Wealth, LLC |
5 |
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class |
5 |
SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF |
5 |
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
5 |
Old North State Trust, LLC |
5 |
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class |
5 |
Intact Investment Management Inc. |
5 |
Red Door Wealth Management, LLC |
5 |
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
5 |
Blackhawk Capital Partners LLC. |
5 |
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
5 |
SevenBridge Financial Group, LLC |
5 |
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
5 |
AllSquare Wealth Management LLC |
5 |
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity |
5 |
NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class |
5 |
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
5 |
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
5 |
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity |
5 |
NuWave Investment Management, LLC |
5 |
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A |
5 |
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF |
5 |
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares |
5 |
Monument Capital Management |
5 |
Personal Wealth Partners |
5 |
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares |
5 |
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
5 |
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A |
5 |
Edmond De Rothschild (suisse) S.a. |
5 |
Mork Capital Management, LLC |
5 |
Napier Park Global Capital (US) LP |
5 |
SCGFX - Managed Portfolio Series - Friess Small Cap Growth Fund Institutional Class |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class |
5 |
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
5 |
STLV - iSHARES TRUST - iShares Factors US Value Style ETF |
5 |
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF |
5 |
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
5 |
Uniplan Investment Counsel, Inc. |
5 |
Nissay Asset Management Corp /japan/ /adv |
5 |
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
5 |
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
5 |
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
5 |
Tieton Capital Management, LLC |
5 |
Pimco Corporate & Income Opportunity Fund |
5 |
Cooperman Leon G |
5 |
Kapitalo Investimentos Ltda |
5 |
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 |
5 |
Shaker Investments Llc/oh |
5 |
Contour Asset Management LLC |
5 |
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
5 |
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
5 |
ARB - AltShares Trust - AltShares Merger Arbitrage ETF |
5 |
Arcadia Investment Management Corp/mi |
5 |
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
5 |
Kalos Management, Inc. |
5 |
Integrated Core Strategies (us) Llc |
5 |
Beech Hill Advisors, Inc. |
5 |
TFCGX - PFS FUNDS - Taylor Frigon Core Growth Fund |
5 |
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund |
5 |
Kimelman & Baird, LLC |
5 |
Front Street Capital Management, Inc. |
5 |
BHIMX - ALPS Series Trust - Brigade High Income Fund Founders Class |
5 |
SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
5 |
Securian Funds Trust - SFT Ivy Small Cap Growth Fund |
5 |
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
5 |
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
5 |
Kula Investments, LLC |
5 |
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class |
5 |
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares |
5 |
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
5 |
Freedom Wealth Alliance, Llc |
5 |
Nwq Investment Management Company, Llc |
5 |
Beese Fulmer Investment Management, Inc. |
5 |
AIIQ - ETF Series Solutions - AI Powered International Equity ETF |
5 |
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF |
5 |
Sensato Investors LLC |
5 |
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
5 |
NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I |
5 |
Stux Capital Management, LLC |
5 |
SageView Advisory Group, LLC |
5 |
Rock Creek Group, LP |
5 |
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
5 |
Kelman-Lazarov, Inc. |
5 |
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
5 |
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF |
5 |
Torno Capital, Llc |
5 |
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund |
5 |
Well Done, LLC |
5 |
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
5 |
Clarus Wealth Advisors |
5 |
Camelot Portfolios, LLC |
5 |
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A |
5 |
Premier Asset Management Llc |
5 |
Peddock Capital Advisors, Llc |
5 |
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio |
5 |
PENN SERIES FUNDS INC - High Yield Bond Fund |
5 |
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
5 |
Crystalline Management Inc. |
5 |
American Beacon Sound Point Enhanced Income Fund |
5 |
Maytus Capital Management, LLC |
5 |
Rockbridge Investment Management, LCC |
5 |
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A |
5 |
Westwood Management Corp /il/ |
5 |
Pvg Asset Management Corp |
5 |
Guardian Capital Lp |
5 |
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF |
5 |
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
5 |
Valicenti Advisory Services Inc |
5 |
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
5 |
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
5 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares |
5 |
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A |
5 |
Penseco Financial Services Corp |
5 |
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
5 |
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
5 |
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
5 |
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
5 |
Sumitomo Mitsui DS Asset Management Company, Ltd |
5 |
Kovitz Investment Group Partners, LLC |
5 |
Thomasville National Bank |
5 |
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
5 |
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
5 |
ORG Wealth Partners, LLC |
5 |
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares |
5 |
JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
5 |
Ulysses Management LLC |
5 |
EULAV Asset Management |
5 |
Credential Qtrade Securities Inc. |
5 |
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
5 |
Scholtz & Company, Llc |
5 |
KKR Credit Opportunities Portfolio |
5 |
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
5 |
Agf Management Ltd |
5 |
Dodge & Cox |
5 |
EWG Elevate Inc. |
5 |
Cortina Funds, Inc. |
5 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
5 |
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
5 |
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N |
5 |
Chiron Investment Management, LLC |
5 |
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
5 |
Kohmann Bosshard Financial Services, LLC |
5 |
ZPR Investment Management |
5 |
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 |
5 |
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
5 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
5 |
BKD Wealth Advisors, LLC |
5 |
Avidian Wealth Solutions, LLC |
5 |
Us Financial Advisors, Llc |
5 |
Ipswich Investment Management Co., Inc. |
5 |
Farmers & Merchants Trust Co of Chambersburg PA |
5 |
Atika Capital Management LLC |
5 |
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
5 |
Private Advisory Group LLC |
5 |
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
5 |
Colony Capital, Inc. |
5 |
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
5 |
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
5 |
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
5 |
Putnam ETF Trust - Putnam ESG High Yield ETF - |
5 |
Usa Mutuals Advisors, Inc. |
5 |
Stone House Investment Management, LLC |
5 |
Fortis Group Advisors, LLC |
5 |
Kirr Marbach & Co Llc /in/ |
5 |
Northwest Wealth Management, Llc |
5 |
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
5 |
STXG - EA Series Trust - Strive 1000 Growth ETF |
5 |
FAINX - MSS Series Trust - Fallen Angels Income Fund |
5 |
Counsel Portfolio Services Inc. |
5 |
Prentiss Smith & Co Inc |
5 |
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares |
5 |
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
5 |
Lavaca Capital Llc |
5 |
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
5 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio |
5 |
Sophrosyne Capital Llc |
5 |
Quentec Asset Management Llc |
5 |
Fiduciary Trust Co |
5 |
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I |
5 |
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A |
5 |
Cedar Wealth Management, LLC |
5 |
Carl Domino Inc |
5 |
VMIDX - VALIC Co I - Mid Cap Index Fund |
5 |
Ivory Investment Management, Llc |
5 |
Zurich Insurance Group Ltd/FI |
5 |
Delta Investment Management, LLC |
5 |
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL |
5 |
Fifth Third Wealth Advisors LLC |
5 |
National Investment Services Inc /wi |
5 |
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 |
5 |
Wealth Advisory Solutions, LLC |
5 |
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
5 |
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A |
5 |
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF |
5 |
Brookside Capital Management Llc |
4 |
Luminus Management Llc |
4 |
Starboard Value LP |
4 |
Miller Lloyd I III |
4 |
Tourbillon Capital Partners, L.P. |
4 |
Tiger Global Management Llc |
4 |
Fosun International Ltd |
4 |
Voce Capital Management LLC |
4 |
Jana Partners Llc |
4 |
180 Degree Capital Corp. /ny/ |
4 |
Softbank Group Corp |
4 |
Nierenberg Investment Management Company, Inc. |
4 |
Lakewood Capital Management, Lp |
4 |
Ion Asset Management Ltd. |
4 |
Bamco Inc /ny/ |
4 |
First Wilshire Securities Management Inc |
4 |
Lmcg Investments, Llc |
4 |
Horizon Kinetics LLC |
4 |
Perella Weinberg Partners Capital Management LP |
4 |
Standard Life Investments LTD |
4 |
Miller Value Partners, Llc |
4 |
New World Fund Inc |
4 |
Peconic Partners Llc |
4 |
West Family Investments, Inc. |
4 |
SRB Corp |
4 |
Stephens Investment Management Group LLC |
4 |
Empery Asset Management, LP |
4 |
Guardian Life Insurance Co Of America |
4 |
Goodnow Investment Group, Llc |
4 |
Sentry Investments Corp. |
4 |
Amica Mutual Insurance Co |
4 |
Harris Associates L P |
4 |
Royal London Asset Management Ltd |
4 |
Deerfield Management Company, L.p. (series C) |
4 |
New York Life Trust Co |
4 |
Sand Hill Global Advisors, LLC |
4 |
Dixon Hubard Feinour & Brown Inc/va |
4 |
Neumeier Poma Investment Counsel Llc |
4 |
Marco Investment Management Llc |
4 |
Sirios Capital Management L P |
4 |
South Texas Money Management Ltd |
4 |
Snow Capital Management Lp |
4 |
Pergamon Offshore Advisors, L.P. |
4 |
Pacific Alternative Asset Management Company, Llc |
4 |
Forward Management, LLC |
4 |
First Washington CORP |
4 |
Aviance Capital Management, Llc |
4 |
Grace Capital |
4 |
Walthausen & Co., LLC |
4 |
Stelliam Investment Management, Lp |
4 |
Apex Capital Management |
4 |
Balasa Dinverno & Foltz Llc |
4 |
Rail-Splitter Capital Management, LLC |
4 |
Clifford Swan Investment Counsel Llc |
4 |
Aberdeen Asset Management Plc/uk |
4 |
Madison Investment Holdings Inc |
4 |
Herndon Capital Management Llc |
4 |
Mastrapasqua Asset Management Inc |
4 |
Holderness Investments Co |
4 |
IronBridge Capital Management LP |
4 |
Letko, Brosseau & Associates Inc |
4 |
Douglass Winthrop Advisors, LLC |
4 |
GFS Advisors, LLC |
4 |
Iridian Asset Management Llc/ct |
4 |
Palouse Capital Management, Inc. |
4 |
Emory University |
4 |
SPC Financial, Inc. |
4 |
Financial Engines Advisors L.L.C. |
4 |
Busey Wealth Management |
4 |
Copeland Capital Management, LLC |
4 |
CFO4Life, L.P. |
4 |
Roble, Belko & Company, Inc |
4 |
Paragon Capital Management LLC |
4 |
IFC Holdings Incorporated/FL |
4 |
Miracle Mile Advisors, LLC |
4 |
Moody Lynn & Lieberson, Llc |
4 |
Patten Group, Inc. |
4 |
Chilton Investment Co Llc |
4 |
Cypress Capital Group |
4 |
Intrepid Capital Management Inc |
4 |
Clough Capital Partners L P |
4 |
Schafer Cullen Capital Management Inc |
4 |
Meiji Yasuda Life Insurance Co |
4 |
Tower Bridge Advisors |
4 |
Murphy Michael R |
4 |
Knightsbridge Asset Management, Llc |
4 |
Aris Wealth Services, Inc. |
4 |
Cullen Capital Management, LLC |
4 |
Taconic Capital Advisors LP |
4 |
Maryland Capital Management |
4 |
Phocas Financial Corp. |
4 |
Bbr Partners, Llc |
4 |
Headinvest, Llc |
4 |
Ironsides Asset Advisors, LLC |
4 |
VSR Financial Services, Inc. |
4 |
Supplemental Annuity Collective Trust of NJ |
4 |
Sphera Funds Management Ltd. |
4 |
Nichols Asset Management LLC |
4 |
Connective Capital Management, LLC |
4 |
Reliance Trust Co Of Delaware |
4 |
Ntv Asset Management Llc |
4 |
Stevens First Principles Investment Advisors |
4 |
Columbia Wanger Asset Management Llc |
4 |
Colonial Trust Advisors |
4 |
Cranbrook Wealth Management, LLC |
4 |
Front Barnett Associates Llc |
4 |
Lee Danner & Bass Inc |
4 |
Deltec Asset Management Llc |
4 |
Goelzer Investment Management, Inc. |
4 |
Guyasuta Investment Advisors Inc |
4 |
Investment Centers Of America Inc |
4 |
Lourd Capital, LLC |
4 |
Friedenthal Financial |
4 |
Bp Plc |
4 |
Haverford Trust Co |
4 |
TD Securities (USA) LLC |
4 |
Parsec Financial Management, Inc. |
4 |
Botty Investors LLC |
4 |
High Point Bank & Trust Co |
4 |
Capital Investment Advisors, LLC |
4 |
Fragasso Group Inc. |
4 |
MU Investments Co., Ltd. |
4 |
Woodley Farra Manion Portfolio Management Inc |
4 |
Private Wealth Partners, LLC |
4 |
Goodman Financial Corp |
4 |
Marquette Asset Management, LLC |
4 |
AT Bancorp |
4 |
Coastline Trust Co |
4 |
Ohio National Investments, Inc. |
4 |
Gw Henssler & Associates Ltd |
4 |
Putnam Fl Investment Management Co |
4 |
E&G Advisors, LP |
4 |
Orbis Holdings Ltd |
4 |
Gmt Capital Corp |
4 |
Keane Capital Management Inc |
4 |
Overbrook Management Corp |
4 |
Coyle Financial Counsel LLC |
4 |
Lafitte Capital Management LP |
4 |
Legg Mason Asset Management (Japan) Co., Ltd. |
4 |
Scopus Asset Management, L.p. |
4 |
Allen Investment Management LLC |
4 |
Colrain Capital Llc |
4 |
Jasper Ridge Partners, L.P. |
4 |
CI Global Investments Inc. |
4 |
Bank Of Hawaii |
4 |
Leonard Capital Management, Inc |
4 |
Camarda Financial Advisors, LLC |
4 |
Flossbach Von Storch Ag |
4 |
Intersect Capital LLC |
4 |
Decatur Capital Management, Inc. |
4 |
Glaxis Capital Management, LLC |
4 |
Paragon Capital Management Ltd |
4 |
FormulaFolio Investments, LLC |
4 |
DORCHESTER WEALTH MANAGEMENT Co |
4 |
CenturyLink Investment Management Co |
4 |
Stancorp Investment Advisers Inc |
4 |
Shinko Asset Management Co., Ltd. |
4 |
Kwmg, Llc |
4 |
New Century Investment Management, Inc |
4 |
Donald L. Hagan, LLC |
4 |
BLB&B Advisors, LLC |
4 |
First American Bank |
4 |
IMS Capital Management |
4 |
Barnett & Company, Inc. |
4 |
Three Peaks Capital Management, LLC |
4 |
Knowledge Leaders Capital, LLC |
4 |
Grassi Investment Management |
4 |
First PREMIER Bank |
4 |
Daiwa SB Investments Ltd. |
4 |
Pegasus Partners Ltd. |
4 |
Hilton Capital Management, LLC |
4 |
Copper Rock Capital Partners, LLC |
4 |
Park National Corp /oh/ |
4 |
Gulf International Bank (UK) Ltd |
4 |
Marvin & Palmer Associates Inc |
4 |
Df Dent & Co Inc |
4 |
Scoggin Management Lp |
4 |
Kcm Investment Advisors Llc |
4 |
Reynders McVeigh Capital Management, LLC |
4 |
Homrich & Berg |
4 |
Lehman Financial Resources, Inc. |
4 |
Pacific Ridge Capital Partners, LLC |
4 |
Pinnacle Wealth Management Advisory Group, LLC |
4 |
Hurley Capital, LLC |
4 |
Gargoyle Investment Advisor L.L.C. |
4 |
Willingdon Wealth Management |
4 |
Ironwood Financial, llc |
4 |
NINE MASTS CAPITAL Ltd |
4 |
Westbourne Investment Advisors, Inc. |
4 |
Greenwich Wealth Management LLC |
4 |
Greystone Managed Investments Inc. |
4 |
Comerica Securities Inc |
4 |
Ferguson Wellman Capital Management, Inc |
4 |
Nbt Bank N A /ny |
4 |
Orinda Asset Management LLC |
4 |
Amica Retiree Medical Trust |
4 |
Amica Pension Fund Board Of Trustees |
4 |
John G Ullman & Associates Inc |
4 |
Morgan Dempsey Capital Management Llc |
4 |
Cape Cod Five Cents Savings Bank |
4 |
American Asset Management Inc. |
4 |
Jericho Capital Asset Management L.P. |
4 |
Capital International Inc /ca/ |
4 |
Brick & Kyle, Associates |
4 |
Bellecapital International Ltd. |
4 |
Loeb Partners Corp |
4 |
PCJ Investment Counsel Ltd. |
4 |
Firsthand Capital Management, Inc. |
4 |
Hemenway Trust Co LLC |
4 |
Alydar Partners Llc |
4 |
Westover Capital Advisors, LLC |
4 |
Sterne Agee Group, Inc. |
4 |
Richard Bernstein Advisors LLC |
4 |
Columbia Asset Management |
4 |
Blume Capital Management, Inc. |
4 |
PVG Asset Management |
4 |
Concert Wealth Management Inc. |
4 |
Haberer Registered Investment Advisor Inc |
4 |
Terril Brothers, Inc. |
4 |
PARK CIRCLE Co |
4 |
Dorsal Capital Management, LLC |
4 |
Newtyn Management, LLC |
4 |
Invicta Capital Management, LLC |
4 |
Cornerstone Advisory, LLC |
4 |
Sunnymeath Asset Management, Inc. |
4 |
Oliver Luxxe Assets LLC |
4 |
Mizuho Trust & Banking Co., Ltd. |
4 |
Lakeview Capital Partners, LLC |
4 |
Mn Services Vermogensbeheer B.V. |
4 |
Paradigm Financial Advisors, LLC |
4 |
Exane Asset Management |
4 |
Hilltop Park Associates LLC |
4 |
Geneva Capital Management Llc |
4 |
Zeke Lp /pa |
4 |
Rovida Advisors Inc. |
4 |
Clarius Group, LLC |
4 |
Simmons Bank |
4 |
Qualcomm Inc/de |
4 |
Howard Hughes Medical Institute |
4 |
Bahl & Gaynor Inc |
4 |
Telemark Asset Management, LLC |
4 |
RPg Family Wealth Advisory, LLC |
4 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC |
4 |
Adams Diversified Equity Fund, Inc. |
4 |
Plancorp, LLC |
4 |
Beaconlight Capital, Llc |
4 |
Williams Jones & Associates LLC |
4 |
Governors Lane LP |
4 |
Nokota Management, LP |
4 |
Altalis Capital Management LLC |
4 |
Opera Trading Capital |
4 |
Virtus ETF Advisers LLC |
4 |
TCTC Holdings, LLC |
4 |
Silicon Valley Capital Partners |
4 |
Coastal Bridge Advisors, LLC |
4 |
LG Capital Management, LP |
4 |
La Financiere De L'echiquier |
4 |
Trustmark National Bank Trust Department |
4 |
Kestrel Investment Management Corp |
4 |
Nations Financial Group Inc, /ia/ /adv |
4 |
Garelick Capital Partners, LP |
4 |
Ray Gerald L & Associates Ltd |
4 |
Klingman & Associates, LLC |
4 |
Payden & Rygel |
4 |
Fort Point Capital Partners LLC |
4 |
Spears Abacus Advisors LLC |
4 |
Reliant Investment Management, LLC |
4 |
ICONIQ Capital, LLC |
4 |
Andromeda Capital LLC |
4 |
Premier Fund Managers Ltd |
4 |
Catamount Wealth Management |
4 |
Columbia Capital Llc |
4 |
Gary Goldberg Planning Services Inc |
4 |
McAdams Wright Ragen, Inc. |
4 |
Harbert Fund Advisors, Inc. |
4 |
Intrepid Capital Management Inc /de/ |
4 |
Marathon Capital Management |
4 |
Delphi Private Advisors LLC |
4 |
AWH Capital, L.P. |
4 |
Wilmington Trust Investment Management, LLC |
4 |
Palisades Investment Partners, LLC |
4 |
HMS Capital Management, LLC |
4 |
Clearwater Capital Advisors, LLC |
4 |
First Bank & Trust |
4 |
Rubric Capital Management LP |
4 |
Radnor Capital Management, LLC |
4 |
Rainier Group Investment Advisory LLC |
4 |
Elgethun Capital Management |
4 |
First Capital Advisors Group, LLC. |
4 |
Polianta Ltd |
4 |
Gainplan LLC |
4 |
Empirical Finance, LLC |
4 |
Virtus Alternative Investment Advisers, Inc. |
4 |
Banco Santander, S.A. |
4 |
Empire Life Investments Inc. |
4 |
Dai-Ichi Life Insurance Company, Ltd |
4 |
Honeycomb Asset Management LP |
4 |
City Financial Investment Co Ltd |
4 |
Morse Asset Management, Inc |
4 |
Heritage Trust Co |
4 |
Founders Capital Management |
4 |
CFO4Life Group, LLC |
4 |
Global Financial Private Capital, LLC |
4 |
Achmea Investment Management B.V. |
4 |
Crescent Grove Advisors, LLC |
4 |
Ahrens Investment Partners LLC |
4 |
Mountain Capital Investment Advisors, Inc |
4 |
Legacy Advisors, LLC |
4 |
Close Asset Management Ltd |
4 |
Cito Capital Group, LLC |
4 |
Sawyer & Company, Inc |
4 |
Townsend & Associates, Inc |
4 |
Lighthouse Investment Partners, LLC |
4 |
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A |
4 |
Voya Infrastructure, Industrials & Materials Fund |
4 |
JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
4 |
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
4 |
Allianzgi Convertible & Income 2024 Target Term Fund |
4 |
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
4 |
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
4 |
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A |
4 |
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A |
4 |
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares |
4 |
PRNT - Ark ETF Trust - The 3D Printing ETF |
4 |
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF |
4 |
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund |
4 |
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
4 |
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
4 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
4 |
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A |
4 |
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
4 |
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
4 |
Nuveen Global High Income Fund |
4 |
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund |
4 |
Gabelli Dividend & Income Trust |
4 |
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
4 |
SRTTX - SMA RELATIONSHIP TRUST - Series T |
4 |
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P |
4 |
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
4 |
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
4 |
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
4 |
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
4 |
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund |
4 |
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class |
4 |
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
4 |
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
4 |
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A |
4 |
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
4 |
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class |
4 |
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
4 |
Western Asset Premier Bond Fund |
4 |
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
4 |
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF |
4 |
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
4 |
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
4 |
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class |
4 |
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. |
4 |
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. |
4 |
Vanguard Convertible Securities Fund |
4 |
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A |
4 |
ABASX - AB TRUST - AB Discovery Value Fund Class A |
4 |
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund |
4 |
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund |
4 |
Oppenheimer Quest For Value Funds |
4 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
4 |
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund |
4 |
SLIM - Janus Detroit Street Trust - The Obesity ETF |
4 |
Eaton Vance Short Duration Diversified Income Fund |
4 |
Advent/claymore Enhanced Growth & Income Fund |
4 |
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF |
4 |
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
4 |
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
4 |
Rivernorth Opportunities Fund, Inc. |
4 |
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A |
4 |
Satuit Capital Management Trust |
4 |
Western Asset Global Corporate Defined Opportunity Fund Inc. |
4 |
Legg Mason Bw Global Income Opportunities Fund Inc. |
4 |
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
4 |
Alpine Series Trust |
4 |
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A |
4 |
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
4 |
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
4 |
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
4 |
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
4 |
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
4 |
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
4 |
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF |
4 |
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
4 |
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
4 |
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class |
4 |
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares |
4 |
Doubleline Income Solutions Fund |
4 |
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares |
4 |
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
4 |
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF |
4 |
Manning & Napier Group, LLC |
4 |
Northwest Capital Management Inc |
4 |
Castle Rock Wealth Management, LLC |
4 |
Taylor Hoffman Wealth Management |
4 |
Parisi Gray Wealth Management |
4 |
Aevitas Wealth Management, Inc. |
4 |
Premia Global Advisors, Llc |
4 |
First Command Advisory Services, Inc. |
4 |
HoyleCohen, LLC |
4 |
Pfs Investments Inc. |
4 |
Banco de Sabadell, S.A |
4 |
Seelaus Asset Management LLC |
4 |
Acorn Wealth Advisors, LLC |
4 |
Abacus Planning Group, Inc. |
4 |
Marino, Stram & Associates Llc |
4 |
OmniStar Financial Group, Inc. |
4 |
Rossmore Private Capital |
4 |
Mainstay Capital Management Llc /adv |
4 |
Cornell Pochily Investment Advisors, Inc. |
4 |
F3Logic, LLC |
4 |
West Branch Capital LLC |
4 |
Breiter Capital Management Inc |
4 |
Chicago Capital, LLC |
4 |
Altium Wealth Management LLC |
4 |
North Growth Management Ltd. |
4 |
Providence Wealth Advisors, LLC |
4 |
Worldquant Millennium Advisors Llc |
4 |
Cozad Asset Management Inc |
4 |
Portfolio Strategies, Inc. |
4 |
Equitable Holdings, Inc. |
4 |
Selective Wealth Management, Inc. |
4 |
Henry James International Management Inc. |
4 |
Graves-Light Private Wealth Management, Inc. |
4 |
Hardy Reed LLC |
4 |
Angeles Investment Advisors, LLC |
4 |
Paradigm Financial Partners, Llc |
4 |
Reston Wealth Management Llc |
4 |
TrinityPoint Wealth, LLC |
4 |
Mizuho Securities Co. Ltd. |
4 |
Thoroughbred Financial Services, Llc |
4 |
Seeyond |
4 |
Ostrum Asset Management |
4 |
O'Shares Investment Advisers, LLC |
4 |
Hoover Financial Advisors, Inc. |
4 |
Meridian Wealth Advisors, LLC |
4 |
Nalls Sherbakoff Group, Llc |
4 |
Strategic Blueprint, LLC |
4 |
Sycomore Asset Management |
4 |
Cynosure Management, Llc |
4 |
Brandywine Oak Private Wealth Llc |
4 |
Human Investing LLC |
4 |
Gyl Financial Synergies, Llc |
4 |
Campbell Capital Management Inc |
4 |
Clarfeld Financial Advisors, Llc |
4 |
Cornerstone Wealth Group, LLC |
4 |
Bremer Bank National Association |
4 |
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
4 |
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A |
4 |
HBW Advisory Services LLC |
4 |
Stonehage Fleming (uk) Ltd |
4 |
Isi Strategy Fund Inc |
4 |
Schwarz Dygos Wheeler Investment Advisors Llc |
4 |
Cowen Investment Management LLC |
4 |
Alaska Permanent Fund Corp |
4 |
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
4 |
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
4 |
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A |
4 |
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S |
4 |
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
4 |
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
4 |
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio |
4 |
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
4 |
BRSGX - BRIDGEWAY FUNDS INC - Small-Cap Growth Fund Class N |
4 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
4 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I |
4 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
4 |
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
4 |
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) |
4 |
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
4 |
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) |
4 |
NOFIX - Northern Funds - Northern Fixed Income Fund |
4 |
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A |
4 |
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
4 |
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares |
4 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
4 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A |
4 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
4 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A |
4 |
Advanced Series Trust - Ast International Growth Portfolio |
4 |
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio |
4 |
Advanced Series Trust - Ast Advanced Strategies Portfolio |
4 |
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
4 |
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class |
4 |
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I |
4 |
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
4 |
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
4 |
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F |
4 |
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
4 |
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
4 |
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
4 |
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
4 |
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
4 |
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
4 |
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV |
4 |
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
4 |
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares |
4 |
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 |
4 |
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
4 |
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I |
4 |
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A |
4 |
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
4 |
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A |
4 |
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A |
4 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares |
4 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
4 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares |
4 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
4 |
GATEX - Gateway Trust - Gateway Fund Class A Shares |
4 |
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P |
4 |
GGBFX - GuideStone Funds - Global Bond Fund Investor |
4 |
ROKT - SPDR SERIES TRUST - SPDR S&P Kensho Final Frontiers ETF |
4 |
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
4 |
SIMS - SPDR SERIES TRUST - SPDR S&P Kensho Intelligent Structures ETF |
4 |
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
4 |
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
4 |
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
4 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
4 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
4 |
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
4 |
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
4 |
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
4 |
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class |
4 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund |
4 |
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class |
4 |
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class |
4 |
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A |
4 |
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
4 |
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A |
4 |
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
4 |
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I |
4 |
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
4 |
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
4 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
4 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 |
4 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A |
4 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
4 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A |
4 |
OBEGX - OBERWEIS FUNDS - Oberweis Global Opportunities Fund Investor Class |
4 |
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class |
4 |
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
4 |
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A |
4 |
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
4 |
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
4 |
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund |
4 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 |
4 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
4 |
MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
4 |
BRASX - Blackrock Allocation Target Shares - Bats Series S |
4 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 |
4 |
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund |
4 |
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional |
4 |
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
4 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
4 |
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class |
4 |
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class |
4 |
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A |
4 |
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
4 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
4 |
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial |
4 |
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial |
4 |
PENN SERIES FUNDS INC - Large Cap Value Fund |
4 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
4 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
4 |
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
4 |
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund |
4 |
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund |
4 |
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
4 |
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
4 |
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
4 |
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
4 |
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF |
4 |
AQGNX - AQR Funds - AQR Global Equity Fund Class N |
4 |
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I |
4 |
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class |
4 |
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
4 |
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
4 |
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
4 |
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
4 |
SA FUNDS INVESTMENT TRUST - SA International Value Fund |
4 |
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
4 |
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
4 |
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
4 |
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
4 |
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
4 |
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
4 |
ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
4 |
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
4 |
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class |
4 |
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
4 |
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
4 |
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A |
4 |
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A |
4 |
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A |
4 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A |
4 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A |
4 |
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class |
4 |
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
4 |
GAMR - ETF Managers Trust - ETFMG Video Game Tech ETF |
4 |
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A |
4 |
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
4 |
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
4 |
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
4 |
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
4 |
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
4 |
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
4 |
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A |
4 |
CFICX - CALVERT FUND - Calvert Income Fund Class A |
4 |
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A |
4 |
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
4 |
ISRA - VanEck Vectors ETF Trust - VanEck Vectors Israel ETF |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
4 |
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
4 |
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund |
4 |
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares |
4 |
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF |
4 |
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
4 |
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
4 |
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares |
4 |
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
4 |
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
4 |
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
4 |
Profunds - Profund Vp Mid-cap Value |
4 |
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A |
4 |
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
4 |
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF |
4 |
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
4 |
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
4 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
4 |
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I |
4 |
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
4 |
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares |
4 |
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
4 |
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A |
4 |
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
4 |
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A |
4 |
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A |
4 |
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares |
4 |
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A |
4 |
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
4 |
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class |
4 |
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
4 |
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A |
4 |
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A |
4 |
TOPHX - TOCQUEVILLE TRUST - The Tocqueville Phoenix Fund |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class |
4 |
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
4 |
Dfa Investment Trust Co - The Dfa International Value Series |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
4 |
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund |
4 |
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
4 |
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
4 |
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
4 |
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
4 |
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF |
4 |
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF |
4 |
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class |
4 |
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
4 |
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T |
4 |
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A |
4 |
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
4 |
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L |
4 |
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) |
4 |
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
4 |
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
4 |
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class |
4 |
FELAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Semiconductors Fund Class A |
4 |
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
4 |
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF |
4 |
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
4 |
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I |
4 |
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
4 |
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S |
4 |
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A |
4 |
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A |
4 |
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A |
4 |
ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS |
4 |
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF |
4 |
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
4 |
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF |
4 |
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
4 |
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
4 |
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF |
4 |
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
4 |
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N |
4 |
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A |
4 |
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A |
4 |
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
4 |
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A |
4 |
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A |
4 |
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
4 |
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
4 |
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF |
4 |
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares |
4 |
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
4 |
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
4 |
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
4 |
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class |
4 |
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
4 |
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A |
4 |
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A |
4 |
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
4 |
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
4 |
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
4 |
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 |
4 |
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
4 |
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y |
4 |
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A |
4 |
HSBC FUNDS - HSBC High Yield Fund Class A |
4 |
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio |
4 |
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
4 |
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF |
4 |
MLPIX - Profunds - Mid-cap Value Profund Investor Class |
4 |
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF |
4 |
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF |
4 |
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF |
4 |
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares |
4 |
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
4 |
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A |
4 |
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
4 |
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
4 |
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares |
4 |
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF |
4 |
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF |
4 |
PWS - Pacer Funds Trust - Pacer WealthShield ETF |
4 |
ICOW - Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF |
4 |
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF |
4 |
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF |
4 |
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
4 |
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
4 |
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R |
4 |
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund |
4 |
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A |
4 |
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A |
4 |
PFG Private Wealth Management, LLC |
4 |
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A |
4 |
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
4 |
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
4 |
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
4 |
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio |
4 |
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class |
4 |
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
4 |
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
4 |
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
4 |
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
4 |
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
4 |
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A |
4 |
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A |
4 |
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
4 |
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares |
4 |
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
4 |
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A |
4 |
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
4 |
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A |
4 |
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
4 |
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
4 |
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
4 |
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
4 |
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares |
4 |
VCULX - VALIC Co I - Growth Fund |
4 |
VCBCX - VALIC Co I - Blue Chip Growth Fund |
4 |
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
4 |
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
4 |
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
4 |
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
4 |
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged |
4 |
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF |
4 |
RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
4 |
VIDI - ETF Series Solutions - Vident International Equity Fund |
4 |
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
4 |
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
4 |
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio |
4 |
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A |
4 |
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III |
4 |
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
4 |
GMICX - GMO TRUST - GMO International Equity Fund Class II |
4 |
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
4 |
URTH - iShares, Inc. - iShares MSCI World ETF |
4 |
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF |
4 |
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
4 |
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF |
4 |
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
4 |
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF |
4 |
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF |
4 |
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
4 |
S.A. Mason LLC |
4 |
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares |
4 |
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares |
4 |
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares |
4 |
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
4 |
Cfm Wealth Partners Llc |
4 |
MBE Wealth Management, LLC |
4 |
Tobias Financial Advisors, Inc. |
4 |
Samalin Investment Counsel, LLC |
4 |
Rowland Carmichael Advisors Inc /adv |
4 |
West Bancorporation Inc |
4 |
Summit Wealth Group, LLC |
4 |
Islay Capital Management, Llc |
4 |
Marks Group Wealth Management, Inc |
4 |
CBIZ Investment Advisory Services, LLC |
4 |
Provenire Capital, LLC |
4 |
Marcum Wealth, LLC |
4 |
Aprio Wealth Management, LLC |
4 |
Monaco Asset Management SAM |
4 |
Capital Advisory Group Advisory Services, LLC |
4 |
Pacific Capital Wealth Advisors, Inc |
4 |
Hohimer Wealth Management, Llc |
4 |
Shelter Haven Capital Management, L.P. |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
4 |
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
4 |
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
4 |
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard |
4 |
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
4 |
Filbrandt Wealth Management, LLC |
4 |
GlobalBridge, Inc. |
4 |
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF |
4 |
Graypoint LLC |
4 |
LMR Master Fund Ltd |
4 |
Veracity Capital LLC |
4 |
Atalaya Capital Management LP |
4 |
FundVantage Trust - Verplanck Balanced Fund |
4 |
ITEQ - ETF Managers Trust - BlueStar Israel Technology ETF |
4 |
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class |
4 |
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
4 |
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares |
4 |
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I |
4 |
ZFLAX - Trust for Advised Portfolios - Ziegler Senior Floating Rate Fund Class A |
4 |
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class |
4 |
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF |
4 |
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I |
4 |
IDMAX - Manager Directed Portfolios - iM Dolan McEniry Corporate Bond Fund Advisor Shares |
4 |
MMSJX - Series Portfolios Trust - MProved Systematic Multi-Strategy Fund Investor Class |
4 |
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF |
4 |
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
4 |
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
4 |
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares |
4 |
Canandaigua National Corp |
4 |
RAMSX - Starboard Investment Trust - Roumell Opportunistic Value Fund Institutional Class |
4 |
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares |
4 |
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I |
4 |
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional |
4 |
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF |
4 |
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
4 |
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class |
4 |
GWM Asset Management Ltd |
4 |
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class |
4 |
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF |
4 |
Bel Air Investment Advisors Llc |
4 |
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
4 |
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
4 |
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
4 |
Founders Financial Alliance, LLC |
4 |
Jeppson Wealth Management, Llc |
4 |
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
4 |
Iron Horse Wealth Management, LLC |
4 |
Oak Harvest Investment Services |
4 |
MTM Investment Management, LLC |
4 |
Legacy Financial Group LLC |
4 |
McClarren Financial Advisors, Inc. |
4 |
TriaGen Wealth Management LLC |
4 |
Syverson Strege & Co |
4 |
Cowa, Llc |
4 |
Financial Avengers, Inc. |
4 |
Symmetry Investments LP |
4 |
Golden State Equity Partners |
4 |
OneAscent Wealth Management LLC |
4 |
Lumature Wealth Partners, LLC |
4 |
Liontrust Investment Partners LLP |
4 |
Allegheny Financial Group LTD |
4 |
Reby Advisors, LLC |
4 |
Harbor Financial Services, Llc |
4 |
Oak Family Advisors, Llc |
4 |
Privium Fund Management (UK) Ltd |
4 |
Dymon Asia Capital (singapore) Pte. Ltd. |
4 |
Collaborative Holdings Management LP |
4 |
New York Life Investments Alternatives |
4 |
DHJJ Financial Advisors, Ltd. |
4 |
Hoese & Co LLP |
4 |
Force Hill Capital Management LP |
4 |
Waterfront Wealth Inc. |
4 |
Kozak & Associates, Inc. |
4 |
EMC Capital Management |
4 |
B. Metzler seel. Sohn & Co. Holding AG |
4 |
Encompass Wealth Advisors, Llc |
4 |
Tru Independence Asset Management 2, Llc |
4 |
Valley Brook Capital Group, Inc. |
4 |
Baron Silver Stevens Financial Advisors, Llc |
4 |
CloudAlpha Capital Management Limited/Hong Kong |
4 |
IronBridge Private Wealth, LLC |
4 |
Systematic Alpha Investments, LLC |
4 |
Gitterman Wealth Management, LLC |
4 |
Tectonic Advisors Llc |
4 |
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF |
4 |
Sierra Capital LLC |
4 |
Prentice Wealth Management LLC |
4 |
Bank of New Hampshire |
4 |
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
4 |
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF |
4 |
Cowen Prime Advisors LLC |
4 |
PNC Managed Account Solutions, Inc. |
4 |
Delos Wealth Advisors, LLC |
4 |
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA |
4 |
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
4 |
Neuberger Berman Next Generation Connectivity Fund Inc. |
4 |
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A |
4 |
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF |
4 |
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A |
4 |
First Affirmative Financial Network |
4 |
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF |
4 |
EMG Holdings, L.P. |
4 |
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M |
4 |
BlackRock ESG Capital Allocation Trust |
4 |
DFIV - Dimensional ETF Trust - Dimensional International Value ETF |
4 |
EVNT - AltShares Trust - AltShares Event-Driven ETF |
4 |
Evergreen Wealth Solutions, LLC |
4 |
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
4 |
Wayfinding Financial, LLC |
4 |
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF |
4 |
Carmel Capital Partners, LLC |
4 |
Naviter Wealth, LLC |
4 |
Wealth Effects Llc |
4 |
Aquire Wealth Advisors, LLC |
4 |
Morton Brown Family Wealth, LLC |
4 |
Washington Trust Advisors, Inc. |
4 |
Krs Capital Management, Llc |
4 |
True North Advisors, LLC |
4 |
Hel Ved Capital Management Ltd |
4 |
Operose Advisors LLC |
4 |
New Millennium Group LLC |
4 |
Skaana Management L.P. |
4 |
Sender Co & Partners, Inc. |
4 |
Pluribus Labs, LLC |
4 |
Mbb Public Markets I Llc |
4 |
Sora Investors Llc |
4 |
Delphia (USA) Inc. |
4 |
CastleKnight Management LP |
4 |
Tilia Fiduciary Partners, Inc. |
4 |
Bivin & Associates, Inc. |
4 |
Zullo Investment Group, Inc. |
4 |
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
4 |
Omni Event Management Ltd |
4 |
Simplicity Wealth,LLC |
4 |
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional |
4 |
Ascent Group, LLC |
4 |
Merlin Capital LLC |
4 |
Retirement Solution Inc. |
4 |
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
4 |
SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A |
4 |
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C |
4 |
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
4 |
Artemis Wealth Advisors, LLC |
4 |
My Personal CFO, LLC |
4 |
Offit Capital Advisors Llc |
4 |
Worth Asset Management, LLC |
4 |
Resurgent Financial Advisors LLC |
4 |
Kingsbury Capital Investment Advisors LLC |
4 |
Range Financial Group LLC |
4 |
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF |
4 |
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF |
4 |
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF |
4 |
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund |
4 |
Heritage Financial Services, LLC |
4 |
VERS - PROSHARES TRUST - ProShares Metaverse Theme ETF |
4 |
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF |
4 |
Kim, Llc |
4 |
KGROX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP GROWTH FUND Institutional Class Shares |
4 |
FMET - FIDELITY COVINGTON TRUST - Fidelity Metaverse ETF |
4 |
WealthPlan Investment Management, LLC |
4 |
PBBIX - FundVantage Trust - Polen Upper Tier High Yield Fund Institutional Class |
4 |
Drive Wealth Management, Llc |
4 |
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
4 |
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF |
4 |
Trifecta Capital Advisors, LLC |
4 |
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF |
4 |
Trium Capital LLP |
4 |
Bleakley Financial Group, LLC |
4 |
Koesten, Hirschmann & Crabtree, INC. |
4 |
Eisler Capital (US) LLC |
4 |
Garden State Investment Advisory Services LLC |
4 |
Beverly Hills Private Wealth, LLC |
4 |
Moran Wealth Management, LLC |
4 |
Financial Freedom, LLC |
4 |
Innovis Asset Management Llc |
4 |
Applied Finance Capital Management, LLC |
4 |
Ruedi Wealth Management, Inc. |
4 |
Acrisure Capital Management, LLC |
4 |
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
4 |
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF |
4 |
STXK - EA Series Trust - Strive Small-Cap ETF |
4 |
STXV - EA Series Trust - Strive 1000 Value ETF |
4 |
Baron Wealth Management LLC |
4 |
Cm Wealth Advisors Llc |
4 |
BIP Wealth, LLC |
4 |
SWAN Capital LLC |
4 |
Abacus Wealth Partners, LLC |
4 |
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF |
4 |
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
4 |
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
4 |
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
4 |
Kingswood Wealth Advisors, Llc |
4 |
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I |
4 |
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
4 |
CGC Financial Services, LLC |
4 |
DecisionPoint Financial, LLC |
4 |
BlackRock ETF Trust II - BlackRock Flexible Income ETF |
4 |
MCSCX - 360 Funds - M3Sixty Small Cap Growth Fund Institutional Class Shares |
4 |
Tiaa Trust, National Association |
4 |
Financiere des Professionnels - Fonds d,investissement inc. |
4 |
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF |
4 |
FLXIX - Unified Series Trust - Absolute Flexible Fund Institutional Shares |
4 |
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF |
4 |
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF |
4 |
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF |
4 |
GMOIX - GMO TRUST - GMO International Equity Fund Class III |
4 |
Wetzel Investment Advisors, Inc. |
4 |
AJOVista, LLC |
4 |
Signature Resources Capital Management, LLC |
4 |
Vermillion & White Wealth Management Group, LLC |
4 |
Modern Wealth Management, LLC |
4 |
Delta Global Management LP |
4 |
Financial Network Wealth Advisors LLC |
4 |
Planning Capital Management Corp |
4 |
Foster Dykema Cabot & Partners, Llc |
4 |
Sivia Capital Partners, LLC |
4 |
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA |
4 |
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF |
4 |
Pineridge Advisors LLC |
4 |
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A |
4 |
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
4 |
Fairman Group, LLC |
4 |
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF |
4 |
CCMG - EA Series Trust - CCM Global Equity ETF |
4 |
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF |
4 |
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
4 |
Seeds Investor Llc |
4 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
4 |
Gen-Wealth Partners Inc |
4 |
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF |
4 |
World Equity Group, Inc. |
4 |
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
4 |
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF |
4 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB |
4 |
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB |
4 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
4 |
Oddo Bhf Asset Management Sas |
4 |
Kieckhefer Group Llc |
4 |
Decker Retirement Planning Inc. |
4 |
Heck Capital Advisors, LLC |
4 |
Abc Arbitrage Sa |
4 |
Bank of Jackson Hole Trust |
4 |
Kiker Wealth Management, LLC |
4 |
Millstone Evans Group, LLC |
4 |
Raiffeisen Bank International AG |
4 |
Reyes Financial Architecture, Inc. |
4 |
Arrowpoint Investment Partners (Singapore) Pte. Ltd. |
4 |
Fourth Dimension Wealth, LLC |
4 |
Capital A Wealth Management, LLC |
4 |
REAP Financial Group, LLC |
4 |
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF |
4 |
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class |
4 |
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 |
4 |
Zions Bancorporation, National Association /ut/ |
4 |
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares |
4 |
FLP Wealth Management, LLC |
4 |
Maseco Llp |
4 |
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
4 |
Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
4 |
Rexford Capital Inc |
4 |
Marex Group plc |
4 |
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF |
4 |
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF |
3 |
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
3 |
AIQ - Global X Funds - Global X Future Analytics Tech ETF |
3 |
ASIHX - American Century Investment Trust - Strategic Income Fund C Class |
3 |
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A |
3 |
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class |
3 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
3 |
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
3 |
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF |
3 |
Generali Investments Towarzystwo Funduszy Inwestycyjnych |
3 |
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
3 |
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
3 |
Freemont Management S.A. |
3 |
QTUM - ETF Series Solutions - Defiance Quantum ETF |
3 |
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
3 |
Saiers Capital, LLC |
3 |
ARKQ - Ark ETF Trust - ARK Autonomous Technology & Robotics ETF |
3 |
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class |
3 |
Freedman Financial Associates, Inc. |
3 |
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class |
3 |
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A |
3 |
China Universal Asset Management Co., Ltd. |
3 |
Madison Scottsdale, LC |
3 |
Kemnay Advisory Services Inc. |
3 |
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF |
3 |
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional |
3 |
River Wealth Advisors LLC |
3 |
FWD - AB Active ETFs, Inc. - AB Disruptors ETF |
3 |
Ambassador Advisors, LLC |
3 |
HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
3 |
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class |
3 |
Accredited Investors Inc. |
3 |
Seldon Capital Lp |
3 |
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
3 |
EA Series Trust |
3 |
Samjo Management, LLC |
3 |
Engine Capital Management, LP |
3 |
AlphaCore Capital LLC |
3 |
Integrity Capital Management (HK) Ltd |
3 |
Noked Israel Ltd |
3 |
RiverPark Advisors, LLC |
3 |
Cherry Tree Wealth Management, LLC |
3 |
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A |
3 |
Genus Capital Management Inc. |
3 |
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class |
3 |
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
3 |
Icm Asset Management Inc/wa |
3 |
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF |
3 |
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class |
3 |
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF |
3 |
Wealth High Governance Capital Ltda |
3 |
QVT Financial LP |
3 |
Tower View Investment Management & Research LLC |
3 |
AtonRa Partners |
3 |
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
3 |
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA |
3 |
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class |
3 |
Broadview Advisors Llc |
3 |
Ronald Blue & Co Llc |
3 |
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF |
3 |
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund |
3 |
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
3 |
Greenhouse Funds LLLP |
3 |
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF |
3 |
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
3 |
Valley National Bancorp |
3 |
Aviva Holdings Ltd. |
3 |
EdgePoint Investment Group Inc. |
3 |
Fidelity Multi-Strategy Credit Fund |
3 |
Ellis Investment Partners, LLC |
3 |
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB |
3 |
H2o Am Llp |
3 |
Sicart Associates LLC |
3 |
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares |
3 |
NMIEX - Northern Funds - Active M International Equity Fund |
3 |
Roystone Capital Management LP |
3 |
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class |
3 |
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I |
3 |
Franklin Templeton ETF Trust - Franklin Income Focus ETF |
3 |
Isthmus Partners, Llc |
3 |
AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2 |
3 |
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
3 |
Euclid Advisors LLC |
3 |
MSD Partners, L.P. |
3 |
S&co Inc |
3 |
FSTCX - FIDELITY SELECT PORTFOLIOS - Telecommunications Portfolio |
3 |
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A |
3 |
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class |
3 |
Oxbow Advisors, LLC |
3 |
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A |
3 |
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares |
3 |
Cpwm, Llc |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class |
3 |
DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund |
3 |
Halpern Financial, Inc. |
3 |
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
3 |
Scopia Capital Management Lp |
3 |
Capital Counsel Llc/ny |
3 |
Newbrook Capital Advisors LP |
3 |
Sagefield Capital LP |
3 |
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A |
3 |
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund |
3 |
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
3 |
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 |
3 |
Affinity Investment Advisors, Llc |
3 |
Rampart Investment Management Company, LLC |
3 |
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares |
3 |
COMAX - DEUTSCHE DWS SECURITIES TRUST - DWS Communications Fund Class A |
3 |
Ferox Capital Management LP |
3 |
Capricorn Fund Managers Ltd |
3 |
SHLD - Victory Portfolios II - VictoryShares Protect America ETF |
3 |
Stonebridge Capital Management Inc |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
3 |
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF |
3 |
NORTHERN FUNDS - U.S. Quality ESG Fund Class I |
3 |
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional |
3 |
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
3 |
Zwj Investment Counsel Inc |
3 |
PartnerRe Asset Management CORP |
3 |
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
3 |
Gofen & Glossberg Llc /il/ |
3 |
Mpwm Advisory Solutions, Llc |
3 |
Leith Wheeler Investment Counsel Ltd. |
3 |
Growth Fund Of America |
3 |
Lindenwold Advisors |
3 |
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
3 |
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
3 |
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF |
3 |
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF |
3 |
Bks Advisors, Llc |
3 |
Van Berkom & Associates Inc. |
3 |
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund |
3 |
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund |
3 |
Lewis Capital Management, Llc |
3 |
MIG Capital, LLC |
3 |
Bastion Asset Management Inc. |
3 |
Newfound Research LLC |
3 |
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A |
3 |
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
3 |
Ninety One North America, Inc. |
3 |
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A |
3 |
Venator Capital Management Ltd. |
3 |
Sentinel Asset Management, Inc. |
3 |
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
3 |
Raffles Associates Lp |
3 |
Lord Abbett Developing Growth Fund, Inc. |
3 |
Bell Rock Capital Llc |
3 |
SkyView Investment Advisors, LLC |
3 |
Wcm Investment Management, Llc |
3 |
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A |
3 |
SignalPoint Asset Management, LLC |
3 |
Smithwood Advisers, L.P. |
3 |
Bridgeworth, LLC |
3 |
Ninety One UK Ltd |
3 |
United Community Bank |
3 |
Penn Mutual Asset Management, LLC |
3 |
First Pacific Advisors, LP |
3 |
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares |
3 |
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A |
3 |
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class |
3 |
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A |
3 |
Knollwood Investment Advisory, LLC |
3 |
Garnet Equity Capital Holdings, Inc. |
3 |
Summit Partners L P |
3 |
Redmont Wealth Advisors Llc |
3 |
Gf Fund Management Co. Ltd. |
3 |
Welch & Forbes Llc |
3 |
Fairfax Financial Holdings Ltd/ Can |
3 |
Proxima Capital Management, LLC |
3 |
Your Advocates Ltd., LLP |
3 |
JCIC Asset Management Inc. |
3 |
Western Pacific Wealth Management, LP |
3 |
DAINX - Dunham Funds - Dunham International Stock Fund Class A |
3 |
Resonant Capital Advisors, LLC |
3 |
NORTHERN LIGHTS FUND TRUST II - Hodges Small Cap Fund Retail Class Shares |
3 |
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A |
3 |
Keating Investment Counselors Inc |
3 |
J. W. Coons Advisors, LLC |
3 |
Evelyn Partners Investment Management LLP |
3 |
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
3 |
Mazama Capital Management Inc |
3 |
Seaport Global Advisors, LLC |
3 |
Wahed Invest LLC |
3 |
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A |
3 |
Parametric Risk Advisors LLC |
3 |
M&r Capital Management Inc |
3 |
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A |
3 |
Chatham Capital Group, Inc. |
3 |
Manikay Partners, LLC |
3 |
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class |
3 |
Guardian Wealth Management, Inc. |
3 |
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF |
3 |
Gluskin Sheff & Assoc Inc |
3 |
Pt Asset Management, Llc |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class |
3 |
Trillium Asset Management, Llc |
3 |
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class |
3 |
Del Mar Asset Management, LP |
3 |
Montrusco Bolton Investments Inc. |
3 |
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
3 |
Tennessee Valley Asset Management Partners |
3 |
AIS - Tidal Trust III - VistaShares Artificial Intelligence Supercycle ETF |
3 |
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A |
3 |
Dfa Investment Dimensions Group Inc - Va International Value Portfolio |
3 |
Union Square Park Capital Management, LLC |
3 |
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A |
3 |
Curi Wealth Management, LLC |
3 |
Fortis Capital Management LLC |
3 |
ADHVX - Advisors' Inner Circle Fund III - Aegon Short Duration High Yield Fund Investor Shares |
3 |
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF |
3 |
Exxonmobil Investment Management Inc /tx |
3 |
Strategic Investment Advisors / MI |
3 |
North Capital, Inc. |
3 |
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class |
3 |
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L |
3 |
Woodstock Corp |
3 |
Deimos Asset Management LLC |
3 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 |
3 |
Everhart Financial Group, Inc. |
3 |
Gibson Wealth Advisors LLC |
3 |
Carret Asset Management, Llc |
3 |
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
3 |
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
3 |
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
3 |
Amici Capital, LLC |
3 |
Jamison Private Wealth Management, Inc. |
3 |
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L |
3 |
Cohen & Steers, Inc. |
3 |
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares |
3 |
Principle Wealth Partners Llc |
3 |
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y |
3 |
RVW Wealth, LLC |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class |
3 |
AMG National Trust Bank |
3 |
Barton Investment Management |
3 |
Tekne Capital Management, LLC |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class |
3 |
NorthRock Partners, LLC |
3 |
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I |
3 |
Rainier Investment Management Mutual Funds |
3 |
Waldron Private Wealth LLC |
3 |
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
3 |
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF |
3 |
Lucha Capital Management, LP |
3 |
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 |
3 |
Future Fund LLC |
3 |
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N |
3 |
West Coast Financial LLC |
3 |
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund |
3 |
MOON - Direxion Shares ETF Trust - Direxion Moonshot Innovators ETF |
3 |
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A |
3 |
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF |
3 |
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A |
3 |
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
3 |
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio |
3 |
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A |
3 |
Advocacy Wealth Management Services, LLC |
3 |
American Independence Financial Services LLC |
3 |
APPLX - UNIFIED SERIES TRUST - Appleseed Fund Investor Class |
3 |
Tyler-Stone Wealth Management |
3 |
HFXE - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Europe ETF |
3 |
SNLN - Highland Funds I - Highland/iBoxx Senior Loan ETF |
3 |
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A |
3 |
Ayalon Holdings Ltd. |
3 |
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund |
3 |
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
3 |
Vectors Research Management, LLC |
3 |
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A |
3 |
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
3 |
SlateStone Wealth, LLC |
3 |
Mystic Asset Management, Inc. |
3 |
AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF |
3 |
Turtle Creek Wealth Advisors, LLC |
3 |
John W. Brooker & Co., CPAs |
3 |
Horan Capital Advisors, LLC. |
3 |
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF |
3 |
Options Solutions, Llc |
3 |
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
3 |
Roosevelt Investment Group Llc |
3 |
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF |
3 |
Sapient Capital Llc |
3 |
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
3 |
Richard C. Young & CO., LTD. |
3 |
Kingstone Capital Partners Texas, LLC |
3 |
Fiduciary Planning LLC |
3 |
40 North Management LLC |
3 |
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF |
3 |
Seminole Management Co., Inc. |
3 |
Cullen Investment Group, Ltd. |
3 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
3 |
Grandeur Peak Global Advisors, LLC |
3 |
Pennant Investors, Lp |
3 |
Naples Money Management LLC |
3 |
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A |
3 |
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund |
3 |
Brendel Financial Advisors LLC |
3 |
Cetera Trust Company, N.A |
3 |
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF |
3 |
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
3 |
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
3 |
Fca Corp /tx |
3 |
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A |
3 |
AlphaCentric Advisors LLC |
3 |
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF |
3 |
Tanaka Capital Management Inc |
3 |
Perkins Coie Trust Co |
3 |
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) |
3 |
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A |
3 |
Lorber David A |
3 |
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
3 |
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I |
3 |
Taylor Asset Management Inc |
3 |
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class |
3 |
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I |
3 |
Tran Capital Management, L.p. |
3 |
Holos Integrated Wealth LLC |
3 |
Patriot Investment Management Inc. |
3 |
Traub Capital Management LLC |
3 |
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES |
3 |
Genesis Wealth Advisors, LLC |
3 |
Zenit Asset Management AB |
3 |
Tegean Capital Management, Llc |
3 |
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional |
3 |
Eubel Brady & Suttman Asset Management Inc |
3 |
Park Avenue Institutional Advisers LLC |
3 |
Goldman Capital Management Inc |
3 |
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class |
3 |
Ranger Investment Management, L.P. |
3 |
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N |
3 |
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class |
3 |
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio |
3 |
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
3 |
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds |
3 |
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A |
3 |
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A |
3 |
Somerset Trust Co |
3 |
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
3 |
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
3 |
Valinor Management, Llc |
3 |
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 |
3 |
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund |
3 |
Siena Capital Llc |
3 |
Horizon Financial Services, Llc |
3 |
Cadence Bank Na |
3 |
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
3 |
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF |
3 |
BXFCX - MassMutual Advantage Funds - MassMutual Global Floating Rate Fund Class C |
3 |
Robeco Schweiz AG |
3 |
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H |
3 |
Tidemark, LLC |
3 |
Bainco International Investors |
3 |
BetterWealth, LLC |
3 |
Benedetti & Gucer, Inc. |
3 |
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL |
3 |
ClearAlpha Technologies LP |
3 |
Sentry Investment Management Llc |
3 |
Charter Bridge Capital Management, L.P. |
3 |
Focus Financial Network Inc /adv |
3 |
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A |
3 |
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
3 |
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
3 |
Kentucky Retirement Systems |
3 |
Comprehensive Financial Consultants Institutional, Inc. |
3 |
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A |
3 |
Sterneck Capital Management, LLC |
3 |
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
3 |
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
3 |
AXS Investments LLC |
3 |
Fulcrum Equity Management |
3 |
Plato Investment Management Ltd |
3 |
Transcend Wealth Collective, Llc |
3 |
American Trust Investment Advisors, LLC |
3 |
Vermillion Wealth Management, Inc. |
3 |
American Trust |
3 |
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A |
3 |
Vanguard Chester Funds |
3 |
Capital International Sarl |
3 |
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I |
3 |
First Commonwealth Financial Corp /pa/ |
3 |
LCM Capital Management Inc |
3 |
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
3 |
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A |
3 |
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
3 |
SFY - Tidal ETF Trust - SoFi Select 500 ETF |
3 |
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
3 |
Winnow Wealth Llc |
3 |
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A |
3 |
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
3 |
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A |
3 |
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
3 |
Putney Financial Group LLC |
3 |
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
3 |
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class |
3 |
Arena Capital Advisors, LLC- CA |
3 |
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares |
3 |
Olstein Capital Management, L.P. |
3 |
WMNUX - Ultimus Managers Trust - Westwood Alternative Income Fund Ultra Shares |
3 |
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C |
3 |
GVO Asset Management Ltd |
3 |
Hutchens Investment Management Inc |
3 |
Ilex Capital Partners (UK) LLP |
3 |
Zuckerman Investment Group, LLC |
3 |
DYLS - WisdomTree Trust - WisdomTree Dynamic Long/Short U.S. Equity Fund N/A |
3 |
Wsfs Capital Management, Llc |
3 |
FRANK FUNDS - Camelot Event Driven Fund Class A Shares |
3 |
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares |
3 |
Realm Partners LLC |
3 |
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y |
3 |
Mcglinn Capital Management Inc |
3 |
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio |
3 |
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
3 |
Newland Capital Management, Llc |
3 |
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
3 |
AYAL Capital Advisors Ltd |
3 |
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A |
3 |
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class |
3 |
Mason Capital Management Llc |
3 |
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional |
3 |
Capital Financial Planning, LLC |
3 |
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio |
3 |
LM Advisors LLC |
3 |
Birch Grove Capital LP |
3 |
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL |
3 |
J.P. Turner & Co Capital Mnagement, LLC |
3 |
River Road Asset Management, LLC |
3 |
GROZ - Zacks Trust - Zacks Focus Growth ETF |
3 |
Encompass More Asset Management |
3 |
Samlyn Capital, Llc |
3 |
Systematic Portfolios LLC |
3 |
Caldwell Securities, Inc |
3 |
Smallwood Wealth Investment Management, LLC |
3 |
Amussen Hunsaker Associates Llc |
3 |
Garde Capital, Inc. |
3 |
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
3 |
Ridgecrest Wealth Partners, Llc |
3 |
Sargent Investment Group, LLC |
3 |
IPG Investment Advisors LLC |
3 |
Aptus Capital Advisors, LLC |
3 |
Exchange Capital Management, Inc. |
3 |
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio |
3 |
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF |
3 |
TAP Consulting, LLC |
3 |
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 |
3 |
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class |
3 |
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
3 |
Madden Advisory Services, Inc. |
3 |
Alta Capital Management Llc/ |
3 |
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II |
3 |
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 |
3 |
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M |
3 |
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A |
3 |
Sanibel Captiva Trust Company, Inc. |
3 |
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class |
3 |
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A |
3 |
Moab Capital Partners LLC |
3 |
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
3 |
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class |
3 |
Hobbs Group Advisors, LLC |
3 |
Capital World Growth & Income Fund |
3 |
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
3 |
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund |
3 |
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T |
3 |
Sunpointe, LLC |
3 |
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I |
3 |
Able Wealth Management LLC |
3 |
Portola Group Inc /ca |
3 |
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I |
3 |
Northeast Financial Consultants Inc |
3 |
Optas, LLC |
3 |
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF |
3 |
Atlanta Capital Management Co L L C |
3 |
Slate Path Capital LP |
3 |
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class |
3 |
ANSIX - ANCORA TRUST - Ancora Special Opportunity Fund Class I |
3 |
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A |
3 |
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A |
3 |
Van Leeuwen & Company, LLC |
3 |
FDO Partners, LLC |
3 |
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
3 |
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
3 |
High Net Worth Advisory Group LLC |
3 |
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
3 |
Abel Hall, LLC |
3 |
Subin Neil S |
3 |
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A |
3 |
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class |
3 |
Investors Financial Group, LLC |
3 |
PACIFIC FUNDS SERIES TRUST - PF International Value Fund CLASS P |
3 |
Perimeter Capital Partners, LLC |
3 |
MMCAP International Inc. SPC |
3 |
Rossby Financial, LCC |
3 |
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
3 |
HRS Investment Holdings, LLC |
3 |
FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF |
3 |
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y |
3 |
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
3 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
3 |
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A |
3 |
LGT Group Foundation |
3 |
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF |
3 |
Investmark Advisory Group LLC |
3 |
PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I |
3 |
CCIIX - Capitol Series Trust - Cornerstone Capital Access Impact Fund Institutional Class |
3 |
Richardson Financial Services Inc. |
3 |
NB Crossroads Private Markets Access Fund LLC |
3 |
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF |
3 |
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A |
3 |
SHDIX - AMERICAN BEACON FUNDS - American Beacon Shapiro SMID Cap Equity Fund Institutional Class |
3 |
Ovata Capital Management Ltd |
3 |
Empirical Asset Management, LLC |
3 |
Retireful, LLC |
3 |
Ables, Iannone, Moore & Associates, Inc. |
3 |
Raging Capital Management, LLC |
3 |
Railway Pension Investments Ltd |
3 |
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class |
3 |
GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A |
3 |
Visionary Wealth Advisors |
3 |
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF |
3 |
Oppenheimer Capital Income Fund |
3 |
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF |
3 |
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF |
3 |
Sig Brokerage, Lp |
3 |
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares |
3 |
Lester Murray Antman dba SimplyRich |
3 |
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
3 |
BCS Private Wealth Management, Inc. |
3 |
Rs Investment Trust |
3 |
Ayrton Capital LLC |
3 |
SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF |
3 |
Affinity Wealth Management Llc |
3 |
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund |
3 |
Guardian Investor Services Llc |
3 |
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
3 |
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
3 |
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF |
3 |
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A |
3 |
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF |
3 |
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF |
3 |
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares |
3 |
MHITX - MFS SERIES TRUST III - MFS High Income Fund A |
3 |
Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF |
3 |
Charter Trust Co |
3 |
APBAX - Cavanal Hill Funds - Active Core Fund Investor |
3 |
Clear Investment Research, Llc |
3 |
Brahman Capital Corp. |
3 |
Financial Synergies Wealth Advisors, Inc. |
3 |
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
3 |
DLK Investment Management, LLC |
3 |
Smith Anglin Financial, LLC |
3 |
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
3 |
Prospector Partners Llc |
3 |
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF |
3 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I |
3 |
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares |
3 |
Susquehanna Advisors Group, Inc. |
3 |
Angeles Wealth Management, Llc |
3 |
Telos Capital Management, Inc. |
3 |
Clear Sky Advisers, LLC |
3 |
Fcg Advisors, Llc |
3 |
Siemens Fonds Invest GmbH |
3 |
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I |
3 |
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A |
3 |
Soviero Asset Management, LP |
3 |
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class |
3 |
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H |
3 |
VisionPoint Advisory Group, LLC |
3 |
Simply Money Advisors |
3 |
IVES - ETF Managers Trust - ETFMG Drone Economy Strategy ETF |
3 |
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F |
3 |
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund |
3 |
Point72 Europe (London) LLP |
3 |
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF |
3 |
Dalton Greiner Hartman Maher & Co |
3 |
IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A |
3 |
Argent Trust Co |
3 |
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A |
3 |
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I |
3 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
3 |
Green Alpha Advisors, LLC |
3 |
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class |
3 |
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF |
3 |
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF |
3 |
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares |
3 |
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
3 |
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A |
3 |
SFE Investment Counsel |
3 |
Beck Mack & Oliver Llc |
3 |
LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A |
3 |
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
3 |
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A |
3 |
NOCBX - Northern Funds - Northern Core Bond Fund |
3 |
Orca Investment Management, LLC |
3 |
SIEYX - SARATOGA ADVANTAGE TRUST - International Equity Portfolio Class A |
3 |
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A |
3 |
VCBDX - VALIC Co I - Core Bond Fund |
3 |
Legacy Bridge, LLC |
3 |
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A |
3 |
Invesco Bond Fund |
3 |
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I |
3 |
Eagle Capital Management, LLC |
3 |
Summitry Llc |
3 |
Country Club Trust Company, n.a. |
3 |
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A |
3 |
M&G Plc |
3 |
Tech Square Trading Lp |
3 |
Johnson Midwest Financial, LLC |
3 |
Strategic Capital Group LLC |
3 |
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust |
3 |
MRND - IndexIQ ETF Trust - IQ U.S. Mid Cap R&D Leaders ETF |
3 |
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
3 |
American National Insurance Co /tx/ |
3 |
Delta Lloyd Nv |
3 |
British Airways Pensions Investment Management Ltd |
3 |
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I |
3 |
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
3 |
Bingham Private Wealth, Llc |
3 |
Aviance Capital Partners, LLC |
3 |
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF |
3 |
Alkeon Capital Management Llc |
3 |
New Covenant Trust Company, N.A. |
3 |
Traphagen Investment Advisors Llc |
3 |
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF |
3 |
GM Advisory Group, Inc. |
3 |
Brookwood Investment Group LLC |
3 |
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF |
3 |
Glenview Trust Co |
3 |
MRGR - PROSHARES TRUST - ProShares Merger ETF |
3 |
Fortress Investment Group LLC |
3 |
Rocky Mountain Advisers, Llc |
3 |
Dow Chemical Co /de/ |
3 |
Orbis Allan Gray Ltd |
3 |
FourWorld Capital Management LLC |
3 |
Greenwood Gearhart Inc |
3 |
Regent Investment Management LLC |
3 |
Orbis Investment Management (U.S.), LLC |
3 |
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P |
3 |
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
3 |
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class |
3 |
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
3 |
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio |
3 |
Benson Investment Management Company, Inc. |
3 |
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia |
3 |
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class |
3 |
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares |
3 |
Amplify ETF Trust - Amplify AI Powered Equity ETF |
3 |
Profit Investment Management, LLC |
3 |
Lehman & Derafelo Financial Resources LLC |
3 |
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund |
3 |
Amplify ETF Trust - Amplify BlueStar Israel Technology ETF |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class |
3 |
F&C Asset Management plc |
3 |
Sterling Ridge Capital Management LP |
3 |
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N |
3 |
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S |
3 |
Arbor Capital Management Llc |
3 |
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
3 |
Western Wealth Management, LLC |
3 |
SRN Advisors, LLC |
3 |
Accident Compensation Corp |
3 |
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF |
3 |
Bridges Investment Management Inc |
3 |
VCCBX - VALIC Co II - Core Bond Fund |
3 |
FPXE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust IPOX Europe Equity Opportunities ETF |
3 |
IFS Advisors, LLC |
3 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
3 |
FrontFour Capital Group LLC |
3 |
JTC Employer Solutions Trusteee Ltd |
3 |
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A |
3 |
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF |
3 |
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF |
3 |
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF |
3 |
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF |
3 |
Fort Sheridan Advisors Llc |
3 |
IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF |
3 |
Drum Hill Capital, LLC |
3 |
Stadium Capital Management Llc |
3 |
Founders Financial Securities Llc |
3 |
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF |
3 |
Trust Investment Advisors |
3 |
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
3 |
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A |
3 |
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV |
3 |
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF |
3 |
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A |
3 |
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF |
3 |
Lombardia Capital Partners Llc |
3 |
Tradewinds Global Investors, LLC |
3 |
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A |
3 |
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF |
3 |
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
3 |
Caliber Wealth Management, LLC / KS |
3 |
Trutina Financial LLC |
3 |
MML Series Investment Fund II - MML Equity Fund Initial Class |
3 |
J. Safra Sarasin Holding AG |
3 |
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
3 |
Irving Magee Investment Management |
3 |
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio |
3 |
Legion Partners Asset Management, LLC |
3 |
Rockland Trust Co |
3 |
JIHDX - John Hancock Funds II - High Yield Fund Class 1 |
3 |
LifeWealth Investments, LLC |
3 |
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV |
3 |
Pimco Income Strategy Fund Ii |
3 |
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
3 |
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF |
3 |
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
3 |
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF |
3 |
Vision Financial Markets Llc |
3 |
Norway Savings Bank |
3 |
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares |
3 |
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund |
3 |
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A |
3 |
Capital Planning Advisors, LLC |
3 |
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
3 |
Apertura Capital, LLC |
3 |
Diversify Wealth Management, Llc |
3 |
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund |
3 |
Ironwood Investment Counsel, LLC |
3 |
Lynwood Capital Management Inc. |
3 |
Capital Advisors Inc/ok |
3 |
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF |
3 |
GGME - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Media ETF |
3 |
Confluence Investment Management Llc |
3 |
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I |
3 |
SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class |
3 |
Lloyds Banking Group plc |
3 |
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class |
3 |
Aviso Financial Inc. |
3 |
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A |
3 |
WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares |
3 |
WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A |
3 |
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service |
3 |
Hunting Hill Global Capital, LLC |
3 |
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
3 |
Fjarde Ap-fonden /fourth Swedish National Pension Fund |
3 |
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class |
3 |
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF |
3 |
Laidlaw Wealth Management LLC |
3 |
Tradewinds, LLC. |
3 |
Thrivent Core Funds - Thrivent Core International Equity Fund |
3 |
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A |
3 |
Western Asset Diversified Income Fund |
3 |
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class |
3 |
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A |
3 |
METV - Listed Funds Trust - Roundhill Ball Metaverse ETF |
3 |
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund |
3 |
UAV - AdvisorShares Trust - AdvisorShares Drone Technology ETF |
3 |
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
3 |
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A |
3 |
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF |
3 |
JNL SERIES TRUST - JNL International Index Fund (I) |
3 |
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III |
3 |
Militia Capital Partners, LP |
3 |
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio |
3 |
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF |
3 |
Prudent Man Advisors, LLC |
3 |
Touradji Capital Management, Lp |
3 |
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
3 |
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares |
3 |
Penobscot Investment Management Company, Inc. |
3 |
Addenda Capital Inc. |
3 |
AIFD - TCW ETF Trust - TCW Artificial Intelligence ETF |
3 |
Trust Co |
3 |
ARVR - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Metaverse ETF |
3 |
Dowling & Yahnke Llc |
3 |
Waterloo Capital, L.P. |
3 |
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
3 |
Nadler Financial Group, Inc. |
3 |
Fulcrum Asset Management LLP |
3 |
Independent Investors Inc |
3 |
Atlantic Investment Management Inc |
3 |
Princeton Capital Management Inc |
3 |
BIGFX - BARON SELECT FUNDS - Baron International Growth Fund |
3 |
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF |
3 |
Intelligence Driven Advisers, LLC |
3 |
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF |
3 |
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio |
3 |
CHURCHILL MANAGEMENT Corp |
3 |
Old Mission Capital, Llc |
3 |
ROBO - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Robotics and Automation Index ETF |
3 |
Advantage Alpha Capital Partners LP |
3 |
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
3 |
Pennsylvania Capital Management Inc /adv |
3 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
3 |
Roanoke Asset Management Corp/ Ny |
3 |
Net Worth Advisory Group |
3 |
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I |
3 |
Norinchukin Bank, The |
3 |
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund |
3 |
Mb, Levis & Associates, Llc |
3 |
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
3 |
Fiduciary Management Associates Llc |
3 |
PATN - Pacer Funds Trust - Pacer Nasdaq International Patent Leaders ETF |
3 |
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF |
3 |
BRC Investment Management LLC |
3 |
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class |
3 |
Ossiam |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio |
3 |
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
3 |
Canal Insurance CO |
3 |
Advent Claymore Convertible Securities & Income Fund Ii |
3 |
Kentucky Retirement Systems Insurance Trust Fund |
3 |
Global Income Builder Portfolio - Global Income Builder Portfolio |
3 |
Painted Porch Advisors LLC |
3 |
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
3 |
Oppenheimer Global Multi-asset Growth Fund |
3 |
Channing Capital Management, LLC |
3 |
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares |
3 |
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio |
3 |
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES |
3 |
Meyer Handelman Co |
3 |
Hellman Jordan Management Co Inc /ma/ |
3 |
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF |
3 |
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF |
3 |
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
3 |
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
3 |
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
3 |
Boston Income Portfolio - Boston Income Portfolio |
3 |
Black Swift Group, LLC |
3 |
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
3 |
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund |
3 |
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A |
3 |
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
3 |
Hamilton Lane Advisors Llc |
3 |
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class |
3 |
DG Capital Management, LLC |
3 |
Inlet Private Wealth, LLC |
3 |
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class |
3 |
Bloom Tree Partners, Llc |
3 |
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I |
3 |
First National Trust Co |
3 |
Requisite Capital Management, LLC |
3 |
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A |
3 |
Fdp Series, Inc. |
3 |
West Financial Advisors, LLC |
3 |
FUKOKU MUTUAL LIFE INSURANCE Co |
3 |
Mandatum Life Insurance Co Ltd |
3 |
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund |
3 |
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares |
3 |
7x7 Asset Management LLC |
3 |
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares |
3 |
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF |
3 |
Gwn Securities Inc. |
3 |
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class |
3 |
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
3 |
Pimco Corporate & Income Strategy Fund |
3 |
Princeton Capital Management Llc |
3 |
13D Management LLC |
3 |
Benchmark Capital Advisors |
3 |
Bangor Savings Bank |
3 |
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I |
3 |
National Pension Service |
3 |
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF |
3 |
New Amsterdam Partners Llc/ny |
3 |
Central Asset Investments & Management Holdings (HK) Ltd |
3 |
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
3 |
Brucke Financial, Inc. |
3 |
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
3 |
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 |
3 |
Exos TFP Holdings LLC |
3 |
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ |
3 |
Donald Smith & Co., Inc. |
3 |
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
3 |
Cubic Asset Management, LLC |
3 |
TARKX - Clark Fork Trust - Tarkio Fund |
3 |
Kaizen Financial Strategies |
3 |
Baker Tilly Financial, Llc |
3 |
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares |
3 |
Western Asset Investment Grade Defined Opportunity Trust Inc. |
3 |
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF |
3 |
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
3 |
Amida Capital Management II, LLC |
3 |
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund |
3 |
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares |
3 |
Franklin Templeton International Trust |
3 |
DSAM Partners (London) Ltd |
3 |
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares |
3 |
SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund |
3 |
TIABX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark International Core Equity Fund Institutional Class |
3 |
Sterling Global Strategies LLC |
3 |
Occidental Asset Management, LLC |
3 |
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
3 |
Wilmington Trust, National Association |
3 |
Five Oceans Advisors |
3 |
Knott David M |
3 |
RKCIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Climate Solutions Fund - Institutional Class Shares |
3 |
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund |
3 |
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
3 |
Cognios Capital, LLC |
3 |
Ikos Cif Ltd |
3 |
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares |
3 |
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF |
3 |
Samson Rock Capital LLP |
3 |
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A |
3 |
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares |
3 |
Pacific Center for Financial Services |
3 |
Clough Global Equity Fund |
3 |
Clough Global Dividend & Income Fund |
3 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
3 |
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A |
3 |
IMG Wealth Management, Inc. |
3 |
Clough Global Opportunities Fund |
3 |
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class |
3 |
Latitude Advisors, LLC |
3 |
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
3 |
Julex Capital Management, Llc |
3 |
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF |
3 |
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
3 |
HICIX - Advisors' Inner Circle Fund II - Hancock Horizon International Small Cap Fund Institutional Class |
3 |
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
3 |
Stuart Chaussee & Associates, Inc. |
3 |
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
3 |
Delaware Enhanced Global Dividend & Income Fund |
3 |
Callan Capital, LLC |
3 |
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF |
3 |
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A |
3 |
HSCIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON U.S. SMALL CAP FUND INSTITUTIONAL CLASS SHARES |
3 |
STRV - EA Series Trust - Strive 500 ETF |
3 |
Alpha Quant Advisors, Llc |
3 |
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
3 |
Gilman Hill Asset Management, LLC |
3 |
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund |
3 |
Kms Financial Services, Inc |
3 |
Monroe Bank & Trust/mi |
3 |
Proffitt & Goodson Inc |
3 |
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
3 |
Salem Capital Management Inc |
3 |
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund |
3 |
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF |
3 |
Eagle Boston Investment Management Inc |
3 |
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
3 |
FS Global Credit Opportunities Fund |
3 |
BSJR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 High Yield Corporate Bond ETF |
3 |
Cardinal Capital Management, Inc. |
3 |
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A |
3 |
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A |
3 |
Berbice Capital Management LLC |
3 |
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc |
3 |
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB |
3 |
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF |
3 |
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A |
3 |
Bedrijfstakpensioenfonds Voor De Media Pno |
3 |
Clarkston Capital Partners, LLC |
3 |
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
3 |
RWM Asset Management, LLC |
3 |
Align Wealth Management, LLC |
3 |
Intercontinental Wealth Advisors, LLC |
3 |
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
3 |
Voss Capital, LLC |
3 |
Douglas Lane & Associates, LLC |
3 |
ASB Consultores, LLC |
3 |
Creative Capital Management Investments LLC |
3 |
Century Capital Management, LLC |
3 |
Nikko Asset Management Americas, Inc. |
3 |
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
3 |
Liberty All Star Growth Fund Inc. |
3 |
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares |
3 |
USS Investment Management Ltd |
3 |
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A |
3 |
Inscription Capital, LLC |
3 |
Cedar Brook Financial Partners, LLC |
3 |
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
3 |
Mizuho Asset Management Co.,Ltd. |
3 |
ADKSX - Adirondack Funds - Adirondack Small Cap Fund |
3 |
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF |
3 |
Leverage Partners Absolute Return Fund SPC |
3 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
3 |
Yellowstone Partners, LLC |
3 |
WELLINGTON TRUST Co N A |
3 |
Guardian Capital Advisors Lp |
3 |
Pimco Income Strategy Fund |
3 |
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A |
3 |
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF |
3 |
Fidelis Capital Partners, LLC |
3 |
Pennsylvania Trust Co |
3 |
Diamond Hill Capital Management Inc |
3 |
Wintrust Investments Llc |
3 |
Eisler Capital Management Ltd. |
3 |
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I |
3 |
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A |
3 |
SOL Capital Management CO |
3 |
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund |
3 |
Optimize Financial Inc |
3 |
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class |
3 |
Thornburg Income Builder Opportunities Trust |
3 |
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A |
3 |
KAMES CAPITAL management Ltd |
3 |
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
3 |
Montecito Bank & Trust |
3 |
IHYV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Value ETF |
3 |
Mangrove Partners |
3 |
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF |
3 |
Valmark Advisers, Inc. |
3 |
Apollo Senior Floating Rate Fund Inc. |
3 |
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
3 |
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
3 |
May Hill Capital, LLC |
3 |
Apollo Tactical Income Fund Inc. |
3 |
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF |
3 |
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I |
3 |
Mcdonald Capital Investors Inc/ca |
3 |
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
3 |
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
3 |
QUANTRES ASSET MANAGEMENT Ltd |
3 |
Credit Capital Investments LLC |
3 |
Armbruster Capital Management, Inc. |
3 |
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
3 |
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares |
3 |
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I |
3 |
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF |
3 |
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C |
3 |
Nicholas Company, Inc. |
3 |
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A |
3 |
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia |
3 |
Partners Capital Investment Group Llc |
3 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF |
3 |
Kepos Capital LP |
3 |
Thompson Investment Management, Inc. |
3 |
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC |
3 |
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF |
3 |
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
3 |
Blackrock Science & Technology Trust |
3 |
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) |
3 |
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
3 |
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
3 |
Fusion Family Wealth LLC |
3 |
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
3 |
Centurion Wealth Management LLC |
3 |
Private Capital Management, LLC |
3 |
1 North Wealth Services Llc |
3 |
Vanguard Morgan Growth Fund |
3 |
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
3 |
Green Square Capital Advisors Llc |
3 |
STFGX - Advisers Investment Trust - State Farm Growth Fund |
3 |
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class |
3 |
Noked Capital LTD |
3 |
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A |
3 |
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
3 |
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A |
3 |
Franklin Ltd Duration Income Trust |
3 |
Milestone Asset Management, Llc |
3 |
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R |
3 |
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A |
3 |
TAMRO Capital Partners LLC |
3 |
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class |
3 |
Principal Street Partners, LLC |
3 |
NEA Management Company, LLC |
3 |
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
3 |
Richard W. Paul & Associates, LLC |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I |
3 |
PENN SERIES FUNDS INC - Developed International Index Fund |
3 |
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF |
3 |
Andar Capital Management HK Ltd |
3 |
KIFAX - Forward Funds - Salient Select Income Fund Class A |
3 |
Doheny Asset Management /ca |
3 |
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class |
3 |
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
3 |
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
3 |
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV |
3 |
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
3 |
Condor Capital Management |
3 |
FEDERATED CORE TRUST - High Yield Bond Portfolio |
3 |
Kennebec Savings Bank |
3 |
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF |
3 |
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
3 |
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M |
3 |
PENN SERIES FUNDS INC - Smid Cap Growth Fund |
3 |
HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
3 |
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
3 |
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E |
3 |
Broadview Funds Trust |
3 |
General American Investors Co Inc |
3 |
PENN SERIES FUNDS INC - Mid Cap Value Fund |
3 |
Covenant Partners, LLC |
3 |
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund |
3 |
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
3 |
Sumitomo Life Insurance Co |
3 |
XY Capital Ltd |
3 |
Southport Management, L.l.c. |
3 |
Consolidated Planning Corp |
3 |
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF |
3 |
Meyers Capital Investments Trust |
3 |
American Research & Management Co. |
3 |
Kentucky Trust Co |
3 |
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
3 |
PRGTX - T. Rowe Price Global Technology Fund, Inc. - T. Rowe Price Global Technology Fund, Inc. |
3 |
Signature Estate & Investment Advisors Llc |
3 |
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV |
3 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C |
3 |
Selway Asset Management |
3 |
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund |
3 |
Kopp Investment Advisors Llc |
3 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Mid Cap Value Fund Class A |
3 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
3 |
Elm Advisors, Llc |
3 |
Signia Capital Management Llc |
3 |
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II |
3 |
Chesapeake Asset Management Llc |
3 |
Dearborn Partners Llc |
3 |
Octavia Wealth Advisors, LLC |
3 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 |
3 |
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
3 |
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA |
3 |
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
3 |
Pimco Flexible Credit Income Fund |
3 |
Pimco Dynamic Income Fund |
3 |
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A |
3 |
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF |
3 |
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A |
3 |
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I |
3 |
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
3 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 |
3 |
Twin Focus Capital Partners, Llc |
3 |
Renasant Bank |
3 |
Sprott Inc. |
3 |
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF |
3 |
Alight Capital Management LP |
3 |
Henderson Global Funds |
3 |
Aua Capital Management, Llc |
3 |
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
3 |
Union Bancaire Privee, UBP SA |
3 |
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A |
3 |
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund |
3 |
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV |
3 |
Cary Street Partners Asset Management Llc |
3 |
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund |
3 |
Financial & Investment Management Group Ltd |
3 |
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund |
3 |
EPG Wealth Management LLC |
3 |
Avanza Fonder AB |
3 |
Rodgers Brothers Inc. |
3 |
BankPlus Trust Department |
3 |
Portland Global Advisors LLC |
3 |
First Dallas Securities Inc. |
3 |
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund |
3 |
WestEnd Advisors, LLC |
3 |
Engrave Wealth Partners LLC |
3 |
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
3 |
Beirne Wealth Consulting Services, LLC |
3 |
Sky Investment Group LLC |
3 |
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
3 |
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES |
3 |
Donaldson Capital Management, Llc |
3 |
Kcl Capital, L.p. |
3 |
Turtle Creek Asset Management Inc. |
3 |
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I |
3 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
3 |
Sanctuary Wealth Management, L.L.C. |
3 |
Boston Common Asset Management, LLC |
3 |
TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A |
3 |
Virginia Retirement System |
3 |
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A |
3 |
Buckley Wealth Management, LLC |
3 |
Wealthstreet Investment Advisors, LLC |
3 |
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A |
3 |
55i, Llc |
3 |
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF |
3 |
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
3 |
Constellation Wealth Advisors, LLC |
3 |
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares |
3 |
Curio Wealth, Llc |
3 |
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF |
3 |
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A |
3 |
Grey Fox Wealth Advisors, LLC |
3 |
Belmont Capital, LLC |
3 |
DDD Partners, LLC |
3 |
Cidel Asset Management Inc |
3 |
Olstein Funds |
3 |
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A |
3 |
Holistic Financial Partners |
3 |
LexAurum Advisors, LLC |
3 |
Templeton Global Opportunities Trust |
3 |
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
3 |
Modus Advisors, LLC |
3 |
Beacon Investment Advisory Services, Inc. |
3 |
Garrett Wealth Advisory Group, LLC |
3 |
Vestpro Financial Partners, Inc. Dba Cpf Texas |
3 |
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares |
3 |
PSquared Asset Management AG |
3 |
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
3 |
CVI Investments, Inc. |
3 |
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
3 |
North Star Asset Management Inc |
3 |
Frisch Financial Group, Inc. |
3 |
Advanced Asset Management Advisors Inc |
3 |
Redwood Investment Management, Llc |
3 |
ACT Capital Management, LLLP |
3 |
Diligent Investors, LLC |
3 |
AIMZ Investment Advisors, LLC |
3 |
Parametric Market Neutral Portfolio |
3 |
American Money Management, LLC |
3 |
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund |
3 |
Hunter Associates Investment Management Llc |
3 |
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I |
3 |
PGGM Investments |
3 |
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund |
3 |
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A |
3 |
BancorpSouth Bank |
3 |
X-Square Capital, LLC |
3 |
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A |
3 |
First Heartland Consultants, Inc. |
3 |
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund |
3 |
McNamara Financial Services, Inc. |
3 |
Register Financial Advisors LLC |
3 |
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
3 |
Poehling Capital Management, LLC |
3 |
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class |
3 |
Lebenthal Global Advisors, LLC |
3 |
Foursixthree Capital Lp |
3 |
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF |
3 |
Essex Financial Services, Inc. |
3 |
Resona Asset Management Co.,Ltd. |
3 |
Kaizen Advisory, Llc |
3 |
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF |
3 |
TIMOTHY PLAN - Timothy Strategic Variable |
3 |
LVW Advisors, LLC |
3 |
James Hambro & Partners |
3 |
Ophir Asset Management Pty Ltd |
3 |
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
3 |
PKO Investment Management Joint-Stock Co |
3 |
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A |
3 |
RPG Investment Advisory, LLC |
3 |
AlphaQ Advisors LLC |
3 |
Tobam |
3 |
Gruss Capital Management LP |
3 |
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
3 |
LifeSteps Financial, Inc. |
3 |
Alphasimplex Group, Llc |
3 |
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund |
3 |
Corient IA LLC |
3 |
Cornerstone Financial Partners, LLC |
3 |
qPULA Trading Management LP |
3 |
Partners Capital Investment Group, Llp |
3 |
Ausbil Investment Management Ltd |
3 |
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A |
3 |
Curian Capital Llc |
3 |
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF |
3 |
XML Financial, LLC |
3 |
Watermark Asset Management, Inc. |
3 |
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund |
3 |
Jnl Series Trust - Jnl/mellon International Index Fund (a) |
3 |
Live Oak Investment Partners |
3 |
LMYIX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global High Yield Fund Class I |
3 |
Kynikos Associates LP |
3 |
Intracoastal Capital, Llc |
3 |
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M |
3 |
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A |
3 |
DiMeo Schneider & Associates, L.L.C. |
3 |
Linden Thomas Advisory Services, LLC |
3 |
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 |
3 |
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
3 |
Patton Fund Management, Inc. |
3 |
Minot Wealth Management LLC |
3 |
Crabel Capital Management, LLC |
3 |
Berry Street Capital Management LLP |
3 |
PDS Planning, Inc |
3 |
Connacht Asset Management LP |
3 |
Coppell Advisory Solutions Corp. |
3 |
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class |
3 |
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
3 |
Greenlight Capital Inc |
3 |
Wallace Advisory Group, LLC |
3 |
Graphene Investments SAS |
3 |
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I |
3 |
Poplar Forest Capital LLC |
3 |
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
3 |
Md Sass Investors Services Inc |
3 |
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class |
3 |
Jackson Wealth Management, LLC |
3 |
Aristotle Capital Boston, LLC |
3 |
Prio Wealth Limited Partnership |
3 |
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
3 |
Secure Asset Management, LLC |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio |
3 |
Haber Trilix Advisors, Lp |
3 |
G&S Capital LLC |
3 |
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
3 |
All Terrain Financial Advisors, LLC |
3 |
WESPAC Advisors, LLC |
3 |
WMS Partners, LLC |
3 |
Summit Financial, LLC |
3 |
Narwhal Capital Management |
3 |
Thor Advisors, Llc |
3 |
Kiwi Wealth Investments Limited Partnership |
3 |
Vista Private Wealth Partners. LLC |
3 |
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class |
3 |
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
3 |
Argyle Capital Management Inc. |
3 |
Jnl Series Trust - Jnl/rafi Fundamental Europe Fund (a) |
3 |
Ballew Advisors, Inc |
3 |
IDMIX - LITMAN GREGORY FUNDS TRUST - iMGP Dolan McEniry Corporate Bond Fund Institutional Class |
3 |
Silver Capital Management Llc |
3 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
3 |
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A |
3 |
Verdad Advisers, LP |
3 |
RK Capital Management, LLC |
3 |
Zenyatta Capital Management LP |
3 |
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
3 |
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I |
3 |
Slow Capital, Inc. |
3 |
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund |
3 |
Brasada Capital Management, Lp |
3 |
FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional |
3 |
Waddell & Reed Advisors Funds |
3 |
Independent Solutions Wealth Management, LLC |
3 |
Poplar Point Capital Management Llc |
3 |
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
3 |
Evanson Asset Management, LLC |
3 |
Kathleen S. Wright Associates Inc. |
3 |
Boussard & Gavaudan Asset Management LP |
3 |
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares |
3 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
3 |
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund |
3 |
Nuveen Core Equity Alpha Fund |
3 |
Handelsinvest Investeringsforvaltning |
3 |
Perfromance Wealth Partners, LLC |
3 |
Nuveen Diversified Dividend & Income Fund |
3 |
Fsb Premier Wealth Management, Inc. |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
3 |
Argent Advisors, Inc. |
3 |
Kendall Capital Management |
3 |
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF |
3 |
Weatherly Asset Management L. P. |
3 |
Impala Asset Management LLC |
3 |
Boston Financial Mangement Llc |
3 |
SYM FINANCIAL Corp |
3 |
ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class |
3 |
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund |
3 |
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A |
3 |
Eminence Capital, Lp |
3 |
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF |
3 |
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load |
3 |
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
3 |
Woodward Diversified Capital, Llc |
3 |
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) |
3 |
Eaton Vance Tax-managed Global Buy-write Opportunities Fund |
3 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A |
3 |
Paulson Wealth Management Inc. |
3 |
ESL Trust Services, LLC |
3 |
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
3 |
Xai Octagon Floating Rate & Alternative Income Term Trust |
3 |
RHJMX - Advisors' Inner Circle Fund - Rice Hall James Small Cap Portfolio Institutional Class Shares |
3 |
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A |
3 |
E Six Thirteen, Llc |
3 |
Cqs (us), Llc |
3 |
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity |
3 |
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity |
3 |
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A |
3 |
IFG Advisory, LLC |
3 |
Sandy Cove Advisors, LLC |
3 |
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
3 |
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A |
3 |
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A |
3 |
RVRB - ADVISORS SERIES TRUST - Reverb ETF |
3 |
Winthrop Partners - Wny, Llc |
3 |
Ruffer LLP |
3 |
Rokos Capital Management LLP |
3 |
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund |
3 |
Outlook Wealth Advisors, LLC |
3 |
Israel Discount Bank of New York |
3 |
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A |
3 |
Semmax Financial Advisors Inc. |
3 |
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A |
3 |
Varma Mutual Pension Insurance Co |
3 |
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
3 |
Triangle Securities Wealth Management |
3 |
JFESX - JPMorgan Trust I - JPMorgan Europe Dynamic Fund Class I |
3 |
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class |
3 |
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A |
3 |
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I |
3 |
Honeywell International Inc |
3 |
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor |
3 |
Amcap Fund |
3 |
Signature Wealth Management Group |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class |
3 |
Sound Point Capital Management, LP |
3 |
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A |
3 |
V-Square Quantitative Management LLC |
3 |
Barings Global Short Duration High Yield Fund |
3 |
Hcim Trust |
3 |
De Burlo Group Inc |
3 |
Arden Trust Co |
3 |
Connective Portfolio Management, LLC |
3 |
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares |
3 |
III Capital Management |
3 |
Clarus Group, Inc. |
3 |
Cypress Capital, LLC |
3 |
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
3 |
Wealthspring Capital LLC |
3 |
Alethea Capital Management, Llc |
3 |
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES |
3 |
Norwood Financial Corp |
3 |
Fs Credit Income Fund |
3 |
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
3 |
NAN FUNG TRINITY (HK) Ltd |
3 |
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
3 |
Heights Capital Management, Inc |
3 |
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
3 |
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares |
3 |
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF |
3 |
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
3 |
Employers Holdings, Inc. |
3 |
Jones Road Capital Management, L.p. |
3 |
Peregrine Asset Advisers, Inc. |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class |
3 |
InterOcean Capital Group, LLC |
3 |
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
3 |
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF |
3 |
Wealthstream Advisors, Inc. |
3 |
1776 Wealth LLC |
3 |
Elmwood Wealth Management, Inc. |
3 |
Huntleigh Advisors, Inc. |
3 |
Greenwich Investment Management, Inc. |
3 |
Arnhold LLC |
3 |
Nilsine Partners, LLC |
3 |
Endex Capital Management Llc |
3 |
Grey Street Capital, LLC |
3 |
Hartford Financial Management Inc. |
3 |
Huber Capital Management LLC |
3 |
Carnick & Kubik, LLC |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class |
3 |
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A |
3 |
Ameliora Wealth Management Ltd. |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
3 |
Moser Wealth Advisors, LLC |
3 |
Vivid Financial Management, Inc. |
3 |
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I |
3 |
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
3 |
DCF Advisers, LLC |
3 |
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z |
3 |
Capital Income Builder |
3 |
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y |
3 |
Frontier Investment Mgmt Co |
3 |
Moreno Evelyn V |
3 |
Netols Asset Management, Inc. |
3 |
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
3 |
Detwiler Fenton Investment Management LLC |
3 |
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A |
3 |
Lyons Wealth Management, LLC. |
3 |
Innovator ETFs Trust - Innovator Loup Frontier Tech ETF |
3 |
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF |
3 |
Greenline Partners, LLC |
3 |
JACKSON VARIABLE SERIES TRUST - JNL/Nicholas Convertible Arbitrage Fund (A) |
3 |
Madison Asset Management, LLC |
3 |
Clean Yield Group |
3 |
FRG Family Wealth Advisors LLC |
3 |
DoubleLine ETF Adviser LP |
3 |
Privium Fund Management B.V. |
3 |
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A |
3 |
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A |
3 |
Ewa, Llc |
3 |
Unigestion Holding SA |
3 |
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
3 |
Delaware Vip Trust - Delaware Vip Value Series Standard Class |
3 |
L2 Asset Management, LLC |
3 |
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
3 |
Washington Harbour Partners LP |
3 |
Sapphire Star Partners LP |
3 |
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class |
3 |
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund |
3 |
Guinness Atkinson Asset Management Inc |
3 |
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares |
3 |
Silver Bridge Capital Management LLC |
3 |
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
3 |
Onyx Bridge Wealth Group LLC |
3 |
GMEZX - GuideStone Funds - Impact Equity Fund Investor |
3 |
Security National Bank |
3 |
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
3 |
Pflug Koory, LLC |
3 |
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A |
3 |
Boenning & Scattergood, Inc. |
3 |
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A |
3 |
Equitable Trust Co |
3 |
Masso Torrence Wealth Management Inc. |
3 |
Menard Financial Group LLC |
3 |
Clare Market Investments LLC |
3 |
Cordatus Wealth Management LLC |
3 |
Daiwa Capital Markets America Inc. |
3 |
Seascape Capital Management |
3 |
First Business Financial Services, Inc. |
3 |
Susquehanna International Securities, Ltd. |
3 |
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class |
3 |
Staley Capital Advisers Inc |
3 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
3 |
Empower Advisory Group, LLC |
3 |
JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio |
3 |
BOTZ - Global X Funds - Global X Robotics & Artificial Intelligence ETF |
3 |
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
3 |
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
3 |
Gabelli Multimedia Trust Inc. |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
3 |
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A |
3 |
Aspetuck Financial Management LLC |
3 |
Argentus Capital Management, LLC |
3 |
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA |
3 |
IZRL - Ark ETF Trust - ARK Israel Innovative Technology ETF |
3 |