UBS Group AG |
38 |
Proequities, Inc. |
36 |
Bank Of America Corp /de/ |
34 |
Deutsche Bank Ag\ |
33 |
Citadel Advisors Llc |
33 |
Morgan Stanley |
32 |
Jpmorgan Chase & Co |
31 |
Susquehanna International Group, Llp |
30 |
Tower Research Capital LLC (TRC) |
30 |
Goldman Sachs Group Inc |
30 |
Royal Bank Of Canada |
29 |
Wells Fargo & Company/mn |
28 |
Citigroup Inc |
28 |
Polar Asset Management Partners Inc. |
27 |
Millennium Management Llc |
27 |
Jane Street Group, Llc |
25 |
Barclays Plc |
25 |
Walleye Trading LLC |
25 |
Prelude Capital Management, Llc |
25 |
Bank Of Montreal /can/ |
25 |
Vanguard Group Inc |
24 |
Geode Capital Management, Llc |
24 |
BlackRock, Inc. |
24 |
State Street Corp |
23 |
Bnp Paribas Arbitrage, Sa |
23 |
Ameriprise Financial Inc |
23 |
Renaissance Technologies Llc |
23 |
Bank of New York Mellon Corp |
23 |
Northern Trust Corp |
23 |
Invesco Ltd. |
23 |
Fmr Llc |
23 |
Marshall Wace, Llp |
23 |
Wolverine Asset Management Llc |
22 |
D. E. Shaw & Co., Inc. |
22 |
Highbridge Capital Management Llc |
22 |
Cubist Systematic Strategies, LLC |
22 |
Aqr Capital Management Llc |
21 |
Manufacturers Life Insurance Company, The |
21 |
Credit Suisse Ag/ |
21 |
Ladenburg Thalmann Financial Services Inc |
21 |
Virtu Financial LLC |
21 |
Ancora Advisors, LLC |
21 |
Creative Planning |
20 |
Dimensional Fund Advisors Lp |
20 |
Alliancebernstein L.p. |
20 |
SG Americas Securities, LLC |
20 |
American International Group, Inc. |
20 |
Pnc Financial Services Group, Inc. |
20 |
Price T Rowe Associates Inc /md/ |
20 |
OMERS ADMINISTRATION Corp |
20 |
Hudson Bay Capital Management LP |
20 |
Bridgeway Capital Management Inc |
20 |
Nomura Holdings Inc |
20 |
Hrt Financial Lp |
20 |
Us Bancorp \de\ |
20 |
Group One Trading, L.p. |
19 |
Simplex Trading, Llc |
19 |
Paloma Partners Management Co |
19 |
Verition Fund Management LLC |
19 |
Panagora Asset Management Inc |
19 |
Legal & General Group Plc |
19 |
Balyasny Asset Management Llc |
19 |
California Public Employees Retirement System |
19 |
Boothbay Fund Management, Llc |
19 |
Ubs Ag |
19 |
Charles Schwab Investment Management Inc |
19 |
BlackRock Fund Advisors |
19 |
Squarepoint Ops LLC |
18 |
Walleye Capital LLC |
18 |
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
18 |
Two Sigma Investments, Lp |
18 |
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
18 |
Tudor Investment Corp Et Al |
18 |
Allianz Asset Management GmbH |
18 |
BlackRock Institutional Trust Company, N.A. |
18 |
California State Teachers Retirement System |
18 |
First Trust Advisors Lp |
18 |
IFP Advisors, Inc |
18 |
Rhumbline Advisers |
18 |
Oxford Asset Management Llp |
18 |
Gsa Capital Partners Llp |
18 |
BlackRock Investment Management, LLC |
18 |
BlackRock Advisors LLC |
17 |
Great West Life Assurance Co /can/ |
17 |
Metropolitan Life Insurance Co/ny |
17 |
Teacher Retirement System Of Texas |
17 |
Hsbc Holdings Plc |
17 |
Cutler Group LP |
17 |
New York State Common Retirement Fund |
17 |
Dupont Capital Management Corp |
17 |
Swiss National Bank |
17 |
State Board Of Administration Of Florida Retirement System |
17 |
Sei Investments Co |
17 |
Royce & Associates Lp |
17 |
Two Sigma Advisers, Lp |
17 |
Ground Swell Capital, LLC |
17 |
Federated Hermes, Inc. |
17 |
Voya Investment Management Llc |
17 |
Jefferies Group LLC |
17 |
Kcg Holdings, Inc. |
17 |
Schonfeld Strategic Advisors LLC |
16 |
Amalgamated Bank |
16 |
Moore Capital Management, Lp |
16 |
Nationwide Fund Advisors |
16 |
Russell Investments Group, Ltd. |
16 |
Captrust Financial Advisors |
16 |
Parallax Volatility Advisers, L.P. |
16 |
Norges Bank |
16 |
Parametric Portfolio Associates Llc |
16 |
Principal Funds Inc |
16 |
Glenmede Trust Co Na |
16 |
Advisor Group Holdings, Inc. |
16 |
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
16 |
Macquarie Group Ltd |
16 |
Russell Frank Co/ |
16 |
ProShare Advisors LLC |
16 |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
16 |
MetLife Securities, Inc |
16 |
A.R.T. Advisors, LLC |
16 |
BlackRock Group LTD |
16 |
Advisor Group, Inc. |
16 |
Ubs Asset Management Americas Inc |
16 |
Toronto Dominion Bank |
15 |
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
15 |
PEAK6 Investments, L.P. |
15 |
Ameritas Investment Partners, Inc. |
15 |
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
15 |
Calamos Advisors LLC |
15 |
Cnh Partners Llc |
15 |
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
15 |
PDT Partners, LLC |
15 |
Lazard Asset Management Llc |
15 |
Quadrature Capital Ltd |
15 |
Wolverine Trading, Llc |
15 |
Prudential Financial Inc |
15 |
Teachers Advisors, Llc |
15 |
Victory Capital Management Inc |
15 |
PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
15 |
Cwm, Llc |
15 |
LMR Partners LLP |
15 |
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
15 |
Northwestern Mutual Wealth Management Co |
15 |
EAM Investors, LLC |
15 |
Arrowstreet Capital, Limited Partnership |
15 |
Nisa Investment Advisors, Llc |
15 |
Trexquant Investment LP |
15 |
LPL Financial LLC |
15 |
Two Sigma Securities, Llc |
15 |
Tiaa Cref Investment Management Llc |
15 |
Sterling Capital Management LLC |
15 |
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
15 |
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
15 |
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
15 |
American Century Companies Inc |
15 |
Envestnet Asset Management Inc |
15 |
Principal Financial Group Inc |
15 |
Jacobs Levy Equity Management, Inc |
15 |
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
15 |
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
15 |
Strs Ohio |
15 |
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
15 |
Credit Agricole S A |
15 |
Weiss Asset Management LP |
14 |
Engineers Gate Manager LP |
14 |
Federation des caisses Desjardins du Quebec |
14 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
14 |
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
14 |
Magnetar Financial LLC |
14 |
BlueCrest Capital Management Ltd |
14 |
KBC Group NV |
14 |
Zurcher Kantonalbank (Zurich Cantonalbank) |
14 |
Stifel Financial Corp |
14 |
Quadrant Capital Group Llc |
14 |
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares |
14 |
Nuveen Asset Management, LLC |
14 |
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
14 |
Hutchin Hill Capital, LP |
14 |
Acadian Asset Management Llc |
14 |
Connor, Clark & Lunn Investment Management Ltd. |
14 |
Quantbot Technologies LP |
14 |
Picton Mahoney Asset Management |
14 |
Fifth Third Bancorp |
14 |
Mariner, LLC |
14 |
Vanguard World Fund |
14 |
Vanguard Index Funds |
14 |
Los Angeles Capital Management Llc |
14 |
HighTower Advisors, LLC |
14 |
Lord, Abbett & Co. Llc |
14 |
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
14 |
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
14 |
State Of Wisconsin Investment Board |
14 |
Public Employees Retirement System Of Ohio |
14 |
Guggenheim Capital Llc |
14 |
Private Advisor Group, LLC |
14 |
XTX Topco Ltd |
14 |
MUFG Americas Holdings Corp |
14 |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
13 |
MetLife Investment Management, LLC |
13 |
Putnam Investments Llc |
13 |
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
13 |
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
13 |
Oppenheimer & Co Inc |
13 |
O'shaughnessy Asset Management, Llc |
13 |
Laurion Capital Management LP |
13 |
Pacer Advisors, Inc. |
13 |
Point72 Hong Kong Ltd |
13 |
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
13 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
13 |
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
13 |
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
13 |
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
13 |
Steward Partners Investment Advisory, Llc |
13 |
Driehaus Capital Management Llc |
13 |
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
13 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
13 |
EverSource Wealth Advisors, LLC |
13 |
Intech Investment Management Llc |
13 |
Ellington Management Group Llc |
13 |
Spot Trading L.L.C |
13 |
Aperio Group, LLC |
13 |
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
13 |
Signaturefd, Llc |
13 |
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
13 |
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
13 |
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
13 |
Raymond James & Associates |
13 |
Wellington Management Group Llp |
13 |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13 |
Landscape Capital Management, L.l.c. |
13 |
Winton Capital Group Ltd |
13 |
Advisory Services Network, LLC |
13 |
Commonwealth Equity Services, Llc |
13 |
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
13 |
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
13 |
PEAK6 Investments LLC |
13 |
Janney Montgomery Scott LLC |
13 |
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
13 |
Point72 Asset Management, L.P. |
13 |
Graham Capital Management, L.P. |
13 |
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
13 |
NEXT Financial Group, Inc |
13 |
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
13 |
Comerica Bank |
13 |
Janus Henderson Group Plc |
13 |
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
13 |
K2 Principal Fund, L.p. |
13 |
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
13 |
Centiva Capital, LP |
13 |
Managed Account Advisors Llc |
13 |
Allworth Financial LP |
13 |
ExodusPoint Capital Management, LP |
13 |
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
12 |
Huntington National Bank |
12 |
Meeder Asset Management Inc |
12 |
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
12 |
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
12 |
Parallel Advisors, LLC |
12 |
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
12 |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
12 |
Clear Street Llc |
12 |
Natixis |
12 |
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
12 |
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class |
12 |
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
12 |
CENTRAL TRUST Co |
12 |
Alpine Global Management, LLC |
12 |
Campbell & CO Investment Adviser LLC |
12 |
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
12 |
Raymond James Financial Inc |
12 |
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
12 |
College Retirement Equities Fund |
12 |
Capital Fund Management S.a. |
12 |
WFG Advisors, LP |
12 |
Zacks Investment Management |
12 |
VDAFX - VALIC Co I - Dynamic Allocation Fund |
12 |
TCI Wealth Advisors, Inc. |
12 |
Truist Financial Corp |
12 |
CIBC Private Wealth Group, LLC |
12 |
Private Trust Co Na |
12 |
Corebridge Financial, Inc. |
12 |
Thompson Davis & Co., Inc. |
12 |
National Bank Of Canada /fi/ |
12 |
Ubs Oconnor Llc |
12 |
Quarry LP |
12 |
Bessemer Group Inc |
12 |
Raymond James Financial Services Advisors, Inc. |
12 |
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
12 |
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
12 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
12 |
Emerald Acquisition Ltd. |
12 |
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
12 |
Caxton Associates Lp |
12 |
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
12 |
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
12 |
Franklin Resources Inc |
12 |
Cornerstone Capital Management Holdings Llc. |
12 |
Dynamic Technology Lab Private Ltd |
12 |
QS Investors, LLC |
12 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
12 |
GWM Advisors LLC |
12 |
Wealthspire Advisors, L.P. |
12 |
IWM - iSHARES TRUST - iShares Russell 2000 ETF |
12 |
Cambridge Investment Research Advisors, Inc. |
12 |
Axa S.a. |
12 |
Qube Research & Technologies Ltd |
12 |
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
12 |
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
12 |
Stevens Capital Management Lp |
12 |
Public Employees Retirement Association Of Colorado |
12 |
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
12 |
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
12 |
Parkside Financial Bank & Trust |
12 |
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
12 |
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
12 |
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
12 |
Blair William & Co/il |
12 |
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
12 |
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
12 |
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
12 |
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
12 |
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
12 |
Daiwa Securities Group Inc. |
11 |
DekaBank Deutsche Girozentrale |
11 |
Brandywine Global Investment Management, LLC |
11 |
Profunds - Profund Vp Ultrasmall-cap |
11 |
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
11 |
First Horizon Advisors, Inc. |
11 |
Sowell Financial Services LLC |
11 |
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
11 |
Point72 (DIFC) Ltd |
11 |
Virginia Retirement Systems Et Al |
11 |
Fuller & Thaler Asset Management, Inc. |
11 |
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
11 |
Essex Investment Management Co Llc |
11 |
NSIDX - Northern Funds - Northern Small Cap Index Fund |
11 |
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
11 |
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
11 |
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
11 |
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
11 |
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
11 |
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
11 |
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
11 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
11 |
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
11 |
Occudo Quantitative Strategies Lp |
11 |
SBI Securities Co., Ltd. |
11 |
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
11 |
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
11 |
Bluefin Trading, LLC |
11 |
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
11 |
Gabelli Funds Llc |
11 |
Hbk Investments L P |
11 |
Gotham Asset Management, LLC |
11 |
Farther Finance Advisors, LLC |
11 |
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
11 |
Context Capital Management, LLC |
11 |
Weiss Multi-Strategy Advisers LLC |
11 |
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
11 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
11 |
Thrivent Financial For Lutherans |
11 |
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
11 |
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
11 |
Rothschild Investment Llc |
11 |
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
11 |
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
11 |
Globeflex Capital L P |
11 |
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
11 |
Harbour Investments, Inc. |
11 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
11 |
VCSLX - VALIC Co I - Small Cap Index Fund |
11 |
Police & Firemen's Retirement System of New Jersey |
11 |
Nuveen, LLC |
11 |
Thompson Siegel & Walmsley Llc |
11 |
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
11 |
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
11 |
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
11 |
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
11 |
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
11 |
Mizuho Securities Usa Llc |
11 |
Assetmark, Inc |
11 |
Municipal Employees' Retirement System of Michigan |
11 |
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
11 |
Css Llc/il |
11 |
BlackRock Japan Co. Ltd |
11 |
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
11 |
Mangrove Partners |
11 |
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
11 |
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
11 |
State of Tennessee, Treasury Department |
11 |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
11 |
GAMMA Investing LLC |
11 |
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
11 |
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
11 |
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
11 |
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
11 |
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
11 |
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
11 |
Jump Financial, LLC |
11 |
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
11 |
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
11 |
RidgeWorth Capital Management LLC |
11 |
Man Group plc |
11 |
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
11 |
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
11 |
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
11 |
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
11 |
Allspring Global Investments Holdings, LLC |
11 |
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
11 |
Tfs Capital Llc |
11 |
Capstone Investment Advisors, Llc |
11 |
Algert Global Llc |
11 |
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
11 |
Neuberger Berman Group LLC |
11 |
State of New Jersey Common Pension Fund D |
11 |
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
11 |
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
11 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
11 |
Coldstream Capital Management Inc |
11 |
Profunds - Profund Vp Small-cap |
11 |
Spark Investment Management LLC |
11 |
Whitebox Advisors Llc |
11 |
Catalyst Capital Advisors LLC |
11 |
Arizona State Retirement System |
11 |
Ergoteles LLC |
11 |
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
10 |
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
10 |
Numeric Investors Llc |
10 |
Suntrust Banks Inc |
10 |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
10 |
PENN SERIES FUNDS INC - Small Cap Index Fund |
10 |
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
10 |
First Mercantile Trust Co |
10 |
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
10 |
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
10 |
Teton Advisors, Inc. |
10 |
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
10 |
Sculptor Capital LP |
10 |
Amundi Pioneer Asset Management Inc |
10 |
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
10 |
FLDFX - Meeder Funds - BALANCED FUND Retail Class |
10 |
Van Eck Associates Corp |
10 |
Eaton Vance Management |
10 |
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
10 |
Ardsley Advisory Partners Lp |
10 |
Capital Performance Advisors Llp |
10 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
10 |
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class |
10 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
10 |
M&t Bank Corp |
10 |
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
10 |
Canada Pension Plan Investment Board |
10 |
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
10 |
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
10 |
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
10 |
Sawtooth Solutions, LLC |
10 |
New York State Teachers Retirement System |
10 |
SAC Capital Advisors LP |
10 |
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
10 |
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
10 |
Public Sector Pension Investment Board |
10 |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
10 |
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
10 |
Castleark Management Llc |
10 |
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
10 |
Rational Advisors Llc |
10 |
Jennison Associates Llc |
10 |
Eqis Capital Management, Inc. |
10 |
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional |
10 |
MAI Capital Management |
10 |
Navellier & Associates Inc |
10 |
Geneos Wealth Management Inc. |
10 |
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
10 |
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
10 |
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
10 |
Handelsbanken Fonder AB |
10 |
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
10 |
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
10 |
Covestor Ltd |
10 |
Manchester Capital Management LLC |
10 |
Mason Street Advisors, Llc |
10 |
State of Wyoming |
10 |
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
10 |
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
10 |
Asset Management One Co., Ltd. |
10 |
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
10 |
Global Retirement Partners, LLC |
10 |
Nine Chapters Capital Management LLC |
10 |
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
10 |
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
10 |
Aviva Plc |
10 |
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
10 |
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
10 |
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
10 |
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
10 |
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
10 |
Healthcare Of Ontario Pension Plan Trust Fund |
10 |
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
10 |
ClariVest Asset Management LLC |
10 |
D.a. Davidson & Co. |
10 |
Bokf, Na |
10 |
Baker Avenue Asset Management, LP |
10 |
Assured Investment Management LLC |
10 |
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
10 |
Shell Asset Management Co |
10 |
Cetera Investment Advisers |
10 |
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
10 |
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
10 |
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
10 |
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
10 |
Cetera Advisor Networks LLC |
10 |
Boston Partners |
10 |
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
10 |
Dark Forest Capital Management Lp |
10 |
Td Asset Management Inc |
10 |
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
10 |
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
10 |
Vestcor Inc |
10 |
Jones Financial Companies Lllp |
10 |
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
10 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
10 |
Trust Co Of Vermont |
10 |
BNP Paribas Asset Management Holding S.A. |
10 |
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
10 |
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
10 |
Hanseatic Management Services Inc |
10 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
10 |
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
10 |
Cowen And Company, Llc |
10 |
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
10 |
Brevan Howard Capital Management LP |
10 |
Alyeska Investment Group, L.P. |
10 |
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
10 |
Menta Capital Llc |
10 |
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
10 |
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
10 |
Marshall Wace North America L.P. |
10 |
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
10 |
Kennedy Capital Management, Inc. |
10 |
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
10 |
Versant Capital Management, Inc |
10 |
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
10 |
Stratos Wealth Partners, LTD. |
10 |
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
10 |
Adage Capital Partners Gp, L.l.c. |
10 |
Alberta Investment Management Corp |
10 |
IWV - iSHARES TRUST - iShares Russell 3000 ETF |
10 |
Fiera Capital Corp |
10 |
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
10 |
Lindbrook Capital, Llc |
10 |
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
10 |
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
10 |
Advisors Asset Management, Inc. |
10 |
Dorsey Wright & Associates |
10 |
IWC - iSHARES TRUST - iShares Micro-Cap ETF |
10 |
Oppenheimer Asset Management Inc. |
10 |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
10 |
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
10 |
National Asset Management, Inc. |
10 |
Point72 Asia (Singapore) Pte. Ltd. |
10 |
Mirae Asset Global Investments Co., Ltd. |
10 |
Prospera Financial Services Inc |
10 |
Smithfield Trust Co |
10 |
True Wealth Design, LLC |
10 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
10 |
Amalgamated Financial Corp. |
10 |
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
10 |
Clear Street Markets Llc |
10 |
NOSGX - Northern Funds - Northern Small Cap Value Fund |
10 |
SLPIX - Profunds - Small-cap Profund Investor Class |
10 |
Tocqueville Asset Management L.p. |
10 |
Sunbelt Securities, Inc. |
10 |
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
10 |
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares |
10 |
Aquatic Capital Management LLC |
10 |
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
10 |
Legato Capital Management LLC |
10 |
Mackenzie Financial Corp |
10 |
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
10 |
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
10 |
Cowen Group, Inc. |
10 |
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
10 |
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
10 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
10 |
Schroder Investment Management Group |
10 |
Glazer Capital, Llc |
10 |
Fir Tree Capital Management Lp |
9 |
Quest Partners LLC |
9 |
Shelton Capital Management |
9 |
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
9 |
FineMark National Bank & Trust |
9 |
Edmond De Rothschild Holding S.a. |
9 |
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
9 |
Brinker Capital Investments, LLC |
9 |
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
9 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
9 |
Wedge Capital Management L L P/nc |
9 |
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
9 |
Clearbridge Investments, LLC |
9 |
Farmers & Merchants Investments Inc |
9 |
Scotia Capital Inc. |
9 |
Convergence Investment Partners, LLC |
9 |
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
9 |
Stephens Consulting, LLC |
9 |
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
9 |
Shaolin Capital Management LLC |
9 |
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
9 |
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
9 |
Exchange Traded Concepts, Llc |
9 |
Systematic Financial Management Lp |
9 |
Tiaa-cref Funds |
9 |
Irish Life Investment Managers Ltd. |
9 |
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
9 |
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
9 |
Penserra Capital Management LLC |
9 |
Regions Financial Corp |
9 |
Acrospire Investment Management LLC |
9 |
Periscope Capital Inc. |
9 |
FORA Capital, LLC |
9 |
Karp Capital Management Corp |
9 |
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
9 |
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
9 |
Martingale Asset Management L P |
9 |
Brown Brothers Harriman & Co |
9 |
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
9 |
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
9 |
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
9 |
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
9 |
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
9 |
Great Lakes Advisors, Llc |
9 |
Diametric Capital, LP |
9 |
Bayesian Capital Management, LP |
9 |
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
9 |
Moors & Cabot, Inc. |
9 |
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
9 |
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
9 |
Absolute Return Capital, LLC |
9 |
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
9 |
Resources Investment Advisors, LLC. |
9 |
Bailard, Inc. |
9 |
Y-Intercept (Hong Kong) Ltd |
9 |
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
9 |
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
9 |
Benjamin F. Edwards & Company, Inc. |
9 |
Forum Funds |
9 |
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
9 |
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
9 |
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
9 |
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
9 |
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
9 |
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
9 |
Baird Financial Group, Inc. |
9 |
Massachusetts Financial Services Co /ma/ |
9 |
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
9 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
9 |
Sigma Planning Corp |
9 |
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
9 |
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
9 |
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
9 |
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
9 |
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
9 |
Hillsdale Investment Management Inc. |
9 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
9 |
Quantitative Investment Management, LLC |
9 |
Summit Trail Advisors, Llc |
9 |
GAM Holding AG |
9 |
Amundi |
9 |
Advanced Series Trust - Ast Small-cap Growth Portfolio |
9 |
IndexIQ Advisors LLC |
9 |
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
9 |
Chicago Equity Partners Llc |
9 |
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
9 |
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
9 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
9 |
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
9 |
EntryPoint Capital, LLC |
9 |
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
9 |
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
9 |
Alambic Investment Management, L.P. |
9 |
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
9 |
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
9 |
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
9 |
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
9 |
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
9 |
Quantamental Technologies LLC |
9 |
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
9 |
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
9 |
Princeton Alpha Management LP |
9 |
PineBridge Investments, L.P. |
9 |
Aristeia Capital Llc |
9 |
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
9 |
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
9 |
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
9 |
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
9 |
Guggenheim Active Allocation Fund |
9 |
Brown Advisory Inc |
9 |
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
9 |
First Eagle Investment Management, LLC |
9 |
Grantham, Mayo, Van Otterloo & Co. LLC |
9 |
Alps Advisors Inc |
9 |
Caption Management, LLC |
9 |
Tfs Capital Investment Trust |
9 |
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
9 |
Oppenheimer Funds Inc |
9 |
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
9 |
PIMCO FUNDS - PIMCO Short Asset Portfolio |
9 |
EAM Global Investors LLC |
9 |
Nordea Investment Management Ab |
9 |
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
9 |
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
9 |
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
9 |
Old Mission Capital Llc |
9 |
CIBC World Markets Inc. |
9 |
Yorktown Management & Research Co Inc |
9 |
Winslow, Evans & Crocker, Inc. |
9 |
Seven Eight Capital, Lp |
9 |
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF |
9 |
Barings Llc |
9 |
Sanctuary Wealth Advisors, LLC |
9 |
C M Bidwell & Associates Ltd |
9 |
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
9 |
Sofos Investments, Inc. |
9 |
Enterprise Financial Services Corp |
9 |
Nicholas Investment Partners, LP |
9 |
Vantagepoint Funds |
9 |
Commonwealth Equity Services, Inc |
9 |
Piedmont Investment Advisors Llc |
9 |
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
9 |
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
9 |
Skopos Labs, Inc. |
9 |
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
9 |
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
9 |
Massmutual Trust Co Fsb/adv |
9 |
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
9 |
Jefferies Financial Group Inc. |
9 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
9 |
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
9 |
NewSquare Capital LLC |
8 |
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
8 |
King Luther Capital Management Corp |
8 |
HighPoint Advisor Group LLC |
8 |
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
8 |
Bell Investment Advisors, Inc |
8 |
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
8 |
Bb&t Securities, Llc |
8 |
Universal- Beteiligungs- und Servicegesellschaft mbH |
8 |
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
8 |
Eagle Asset Management Inc |
8 |
Nbc Securities, Inc. |
8 |
Ionic Capital Management LLC |
8 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
8 |
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
8 |
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
8 |
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
8 |
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
8 |
Royce Value Trust Inc |
8 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
8 |
Campbell Multi-strategy Trust |
8 |
Friess Associates Llc |
8 |
United Capital Financial Advisers, Llc |
8 |
State Farm Mutual Fund Trust |
8 |
Pictet Asset Management Holding SA |
8 |
Voloridge Investment Management, Llc |
8 |
Oregon Public Employees Retirement Fund |
8 |
Tarbox Family Office, Inc. |
8 |
CenterStar Fund, LLC |
8 |
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
8 |
Riverhead Capital Management Llc |
8 |
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
8 |
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
8 |
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
8 |
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
8 |
North Star Investment Management Corp. |
8 |
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
8 |
VTL Associates, LLC |
8 |
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF |
8 |
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
8 |
DnB Asset Management AS |
8 |
Nomura Asset Management Co Ltd |
8 |
Spire Wealth Management |
8 |
DAVENPORT & Co LLC |
8 |
Aster Capital Management (DIFC) Ltd |
8 |
Atria Investments Llc |
8 |
Jfs Wealth Advisors, Llc |
8 |
Innealta Capital, Llc |
8 |
Itau Unibanco Holding S.A. |
8 |
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
8 |
Bogart Wealth, LLC |
8 |
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
8 |
Quantitative Systematic Strategies LLC |
8 |
State Farm Variable Product Trust |
8 |
Susquehanna Fundamental Investments, Llc |
8 |
Thb Asset Management |
8 |
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
8 |
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
8 |
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
8 |
Contravisory Investment Management, Inc. |
8 |
Segall Bryant & Hamill, Llc |
8 |
Pine River Capital Management L.P. |
8 |
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
8 |
Toth Financial Advisory Corp |
8 |
Twin Tree Management, LP |
8 |
Signet Financial Management, Llc |
8 |
Rise Advisors, LLC |
8 |
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
8 |
Prescott Group Capital Management, L.l.c. |
8 |
Advantage Investment Management, Llc |
8 |
Northwestern Mutual Investment Management Company, Llc |
8 |
Element Capital Management Llc |
8 |
Reilly Financial Advisors, Llc |
8 |
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
8 |
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
8 |
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
8 |
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
8 |
Gradient Investments LLC |
8 |
Lsv Asset Management |
8 |
Hemington Wealth Management |
8 |
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
8 |
ACK Asset Management LLC |
8 |
ETRADE Capital Management LLC |
8 |
Cvi Holdings, Llc |
8 |
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
8 |
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
8 |
Ritholtz Wealth Management |
8 |
Dynamic Technology Lab Pte Ltd |
8 |
FNY Managed Accounts LLC |
8 |
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
8 |
Six Circles Trust - Six Circles Credit Opportunities Fund |
8 |
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
8 |
Trustcore Financial Services, Llc |
8 |
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF |
8 |
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
8 |
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
8 |
Assenagon Asset Management S.A. |
8 |
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
8 |
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
8 |
Jaffetilchin Investment Partners, LLC |
8 |
Versor Investments LP |
8 |
HGC Investment Management Inc. |
8 |
Hartland & Co., LLC |
8 |
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
8 |
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
8 |
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
8 |
Saba Capital Management, L.P. |
8 |
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
8 |
HAP Trading, LLC |
8 |
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
8 |
Westwood Holdings Group Inc |
8 |
Utah Retirement Systems |
8 |
AMP Capital Investors Ltd |
8 |
Empowered Funds, LLC |
8 |
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
8 |
Principal Securities, Inc. |
8 |
CIBC Asset Management Inc |
8 |
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
8 |
American Portfolios Advisors |
8 |
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
8 |
Vident Investment Advisory, LLC |
8 |
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
8 |
Cerity Partners LLC |
8 |
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
8 |
Rockefeller Capital Management L.P. |
8 |
Mercer Global Advisors Inc /adv |
8 |
Twin Peaks Wealth Advisors, LLC |
8 |
Hartford Mutual Funds Inc/ct |
8 |
Exane Derivatives |
8 |
SRS Capital Advisors, Inc. |
8 |
Sherbrooke Park Advisers Llc |
8 |
Mackay Shields Llc |
8 |
Analytic Investors, LLC |
8 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
8 |
Mutual Of America Capital Management Llc |
8 |
AdvisorNet Financial, Inc |
8 |
Bogle Investment Management L P /de/ |
8 |
New York Life Investment Management Llc |
8 |
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
8 |
EBI - RBB Fund Trust - Longview Advantage ETF |
8 |
Airain ltd |
8 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
8 |
Financial Architects, Inc |
8 |
Kanaly Trust Co |
8 |
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
8 |
Scientech Research LLC |
8 |
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
8 |
Fort Washington Investment Advisors Inc /oh/ |
8 |
Proficio Capital Partners LLC |
8 |
RBF Capital, LLC |
8 |
Glassman Wealth Services |
8 |
Cipher Capital LP |
8 |
Whittier Trust Co |
8 |
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
8 |
Pathstone Family Office, Llc |
8 |
Vident Advisory, LLC |
8 |
Klp Kapitalforvaltning As |
8 |
Advisory Research Inc |
8 |
Richard Bernstein Advisors LLC |
8 |
Parametrica Management Ltd |
8 |
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
8 |
Pictet Asset Management Ltd |
8 |
Wexford Capital Lp |
8 |
Toroso Investments, LLC |
8 |
Ellevest, Inc. |
8 |
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF |
8 |
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
8 |
Gemmer Asset Management LLC |
8 |
CWM Advisors, LLC |
8 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
8 |
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
8 |
Teachers Retirement System Of The State Of Kentucky |
8 |
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
8 |
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
8 |
Atom Investors LP |
8 |
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
8 |
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA |
8 |
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
8 |
Harbor Capital Advisors, Inc. |
8 |
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
8 |
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
8 |
SECOR Capital Advisors, LP |
8 |
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
7 |
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
7 |
Caas Capital Management Lp |
7 |
AdvisorShares Investments LLC |
7 |
Harel Insurance Investments & Financial Services Ltd. |
7 |
1832 Asset Management L.P. |
7 |
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
7 |
Cetera Advisors LLC |
7 |
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
7 |
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
7 |
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
7 |
Glen Harbor Capital Management LLC |
7 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
7 |
Jupiter Asset Management Ltd |
7 |
APG Asset Management N.V. |
7 |
BI Asset Management Fondsmaeglerselskab A/S |
7 |
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
7 |
Sheaff Brock Investment Advisors, LLC |
7 |
Pitcairn Co |
7 |
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund |
7 |
Renaissance Group Llc |
7 |
Ensign Peak Advisors, Inc |
7 |
NumerixS Investment Technologies Inc |
7 |
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
7 |
Orion Portfolio Solutions, LLC |
7 |
Harvest Fund Management Co., Ltd |
7 |
Spring Creek Capital Llc |
7 |
National Planning Corp |
7 |
Palisade Capital Management Llc/nj |
7 |
Hancock Whitney Corp |
7 |
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
7 |
Mckinley Capital Management Llc /delaware |
7 |
Insight Capital Research & Management Inc |
7 |
Citizens Financial Group Inc/ri |
7 |
Rafferty Asset Management, LLC |
7 |
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
7 |
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
7 |
Aigen Investment Management, Lp |
7 |
Advisors Preferred, LLC |
7 |
Ontario Teachers Pension Plan Board |
7 |
Motco |
7 |
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
7 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
7 |
SG Capital Management LLC |
7 |
Stone Ridge Asset Management LLC |
7 |
Oberweis Asset Management Inc/ |
7 |
Ameritas Investment Corp |
7 |
Avantax Advisory Services, Inc. |
7 |
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
7 |
Cable Hill Partners, LLC |
7 |
Sei Trust Co |
7 |
Electron Capital Partners, LLC |
7 |
BFOR - ALPS ETF Trust - Barron's 400 ETF |
7 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
7 |
Venturi Wealth Management, LLC |
7 |
Mosaic Family Wealth, LLC |
7 |
Jane Street Holding, LLC |
7 |
Swedbank AB |
7 |
Index Management Solutions, LLC |
7 |
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
7 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
7 |
USA Financial Portformulas Corp |
7 |
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC |
7 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
7 |
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A |
7 |
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
7 |
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
7 |
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
7 |
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional |
7 |
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
7 |
Quantinno Capital Management LP |
7 |
Cresset Asset Management, LLC |
7 |
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
7 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
7 |
Securian Asset Management, Inc |
7 |
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
7 |
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
7 |
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
7 |
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
7 |
Jpmorgan Trust Iii |
7 |
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
7 |
E. Ohman J:or Asset Management AB |
7 |
First Citizens Bank & Trust Co |
7 |
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
7 |
Rydex Etf Trust |
7 |
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
7 |
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
7 |
Wedbush Securities Inc |
7 |
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
7 |
Cadence Capital Management Llc |
7 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
7 |
Sandy Spring Bank |
7 |
Nebula Research & Development LLC |
7 |
Segantii Capital Management Ltd |
7 |
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
7 |
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF |
7 |
Peak6 Llc |
7 |
Rehmann Capital Advisory Group |
7 |
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
7 |
Larson Financial Group LLC |
7 |
Robeco Schweiz AG |
7 |
Fortitude Family Office, LLC |
7 |
Investors Research Corp |
7 |
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
7 |
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
7 |
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
7 |
Castle Creek Arbitrage, LLC |
7 |
Point72 Middle East FZE |
7 |
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
7 |
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
7 |
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
7 |
Soros Fund Management Llc |
7 |
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
7 |
Texas Permanent School Fund |
7 |
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
7 |
Cornerstone Planning Group LLC |
7 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
7 |
Visium Asset Management, LP |
7 |
Moran Wealth Management, LLC |
7 |
MBOVX - M FUND INC - M Large Cap Value Fund |
7 |
Evercore Wealth Management, LLC |
7 |
Gamco Investors, Inc. Et Al |
7 |
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
7 |
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
7 |
Columbus Circle Investors |
7 |
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
7 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
7 |
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
7 |
Hennessy Advisors Inc |
7 |
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
7 |
Monarch Partners Asset Management LLC |
7 |
Riggs Asset Managment Co. Inc. |
7 |
Calvert Investment Management, Inc. |
7 |
TD Waterhouse Canada Inc. |
7 |
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
7 |
First New York Securities Llc /ny |
7 |
Ronald Blue Trust, Inc. |
7 |
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
7 |
Waratah Capital Advisors Ltd. |
7 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
7 |
Heartland Advisors Inc |
7 |
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
7 |
Smartleaf Asset Management LLC |
7 |
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
7 |
Clinton Group Inc |
7 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
7 |
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
7 |
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
7 |
R Squared Ltd |
7 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
7 |
Independent Portfolio Consultants, Inc. |
7 |
Meteora Capital, LLC |
7 |
Louisiana State Employees Retirement System |
7 |
Whittier Trust Co Of Nevada Inc |
7 |
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
7 |
Lisanti Capital Growth, LLC |
7 |
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
7 |
Tortoise Investment Management, LLC |
7 |
Robeco Institutional Asset Management B.V. |
7 |
SJS Investment Consulting Inc. |
7 |
FNY Investment Advisers, LLC |
7 |
Howe & Rusling Inc |
7 |
Lombard Odier Asset Management (USA) Corp |
7 |
Ameritas Advisory Services, LLC |
7 |
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
7 |
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
7 |
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
7 |
Keybank National Association/oh |
7 |
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
7 |
Natixis Investment Managers International |
7 |
Avion Wealth |
7 |
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
7 |
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
7 |
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
7 |
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
7 |
Cushing Asset Management, Lp |
7 |
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
7 |
HighVista Strategies LLC |
7 |
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A |
7 |
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
7 |
Denver Investment Advisors Llc |
7 |
Old Mutual Customised Solutions (proprietary) Ltd |
7 |
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
7 |
Camarda Financial Advisors, LLC |
7 |
AIRR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust RBA American Industrial Renaissance(TM) ETF |
7 |
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
7 |
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
7 |
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
7 |
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
7 |
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
7 |
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
7 |
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
7 |
Profunds - Profund Vp Oil & Gas |
7 |
First Quadrant L P/ca |
7 |
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
7 |
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
7 |
Pathstone Holdings, LLC |
7 |
Baldwin Brothers Inc/ma |
7 |
Ci Investments Inc. |
7 |
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
7 |
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
7 |
Capstone Asset Management Co |
7 |
Fox Run Management, L.l.c. |
7 |
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
7 |
Ajo, Lp |
7 |
Bryn Mawr Capital Management Inc |
7 |
Paradigm Asset Management Co Llc |
7 |
Vontobel Holding Ltd. |
7 |
Bridgefront Capital, LLC |
7 |
Hollencrest Capital Management |
7 |
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
7 |
Creative Financial Designs Inc /adv |
7 |
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
7 |
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
7 |
Mitsubishi UFJ Trust & Banking Corp |
7 |
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
7 |
nVerses Capital, LLC |
7 |
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
7 |
Basso Capital Management, L.p. |
7 |
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
7 |
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
7 |
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
7 |
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
7 |
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
7 |
RSSL - Global X Funds - Global X Russell 2000 ETF |
7 |
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
7 |
HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
7 |
Loomis Sayles & Co L P |
7 |
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
7 |
LS Investment Advisors, LLC |
7 |
Claymore Exchange-traded Fund Trust |
7 |
Stephens Inc /ar/ |
7 |
Private Capital Group, LLC |
7 |
Chicago Partners Investment Group LLC |
7 |
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
7 |
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
7 |
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
7 |
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
7 |
First Manhattan Co |
7 |
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
7 |
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
7 |
Xponance, Inc. |
7 |
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
7 |
Belpointe Asset Management LLC |
7 |
Valeo Financial Advisors, LLC |
7 |
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
7 |
PKB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Building & Construction ETF |
7 |
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
7 |
Gilder Gagnon Howe & Co Llc |
7 |
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
7 |
Flagship Harbor Advisors, Llc |
7 |
Yakira Capital Management, Inc. |
7 |
Stoneridge Investment Partners Llc |
7 |
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) |
7 |
Natixis Advisors, L.p. |
7 |
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
6 |
Wealthfront Inc |
6 |
IHT Wealth Management, LLC |
6 |
Usca Ria Llc |
6 |
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
6 |
D'Orazio & Associates, Inc. |
6 |
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
6 |
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
6 |
Diversified Trust Co |
6 |
Delpha Capital Management, Llc |
6 |
Clean Yield Group |
6 |
Vanguard Horizon Funds |
6 |
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
6 |
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
6 |
Arden Investment Series Trust |
6 |
Checchi Capital Advisers, LLC |
6 |
Hood River Capital Management LLC |
6 |
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
6 |
Anchor Investment Management, LLC |
6 |
Regal Investment Advisors LLC |
6 |
Corton Capital Inc. |
6 |
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
6 |
Caitong International Asset Management Co., Ltd |
6 |
Brookfield Asset Management Inc. |
6 |
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
6 |
Snowden Capital Advisors LLC |
6 |
CenterBook Partners LP |
6 |
Crestline Management, LP |
6 |
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional |
6 |
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
6 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
6 |
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
6 |
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
6 |
Strategic Wealth Partners, Ltd. |
6 |
Capital Advisors, Ltd. LLC |
6 |
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
6 |
L & S Advisors Inc |
6 |
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
6 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
6 |
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
6 |
Steward Financial Group LLC |
6 |
Intrinsic Edge Capital Management LLC |
6 |
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
6 |
DiNuzzo Private Wealth, Inc. |
6 |
Smith Asset Management Group Lp |
6 |
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF |
6 |
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
6 |
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A |
6 |
WealthTrust-Arizona, LLC |
6 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
6 |
Cynosure Management, Llc |
6 |
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
6 |
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
6 |
Barrow Hanley Mewhinney & Strauss Llc |
6 |
Holocene Advisors, LP |
6 |
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
6 |
Global X Management CO LLC |
6 |
Roble, Belko & Company, Inc |
6 |
Linden Advisors Lp |
6 |
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
6 |
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A |
6 |
GLG Partners LP |
6 |
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
6 |
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional |
6 |
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
6 |
Clarus Wealth Advisors |
6 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
6 |
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
6 |
Calton & Associates, Inc. |
6 |
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional |
6 |
Harvest Investment Services, LLC |
6 |
Cibc World Markets Corp |
6 |
Qrg Capital Management, Inc. |
6 |
Cigna Investments Inc /new |
6 |
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
6 |
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
6 |
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A |
6 |
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
6 |
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional |
6 |
UMA Financial Services, Inc. |
6 |
Commerzbank Aktiengesellschaft /fi |
6 |
Credit Suisse High Yield Bond Fund |
6 |
International Assets Investment Management, Llc |
6 |
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
6 |
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
6 |
Savant Capital, LLC |
6 |
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
6 |
Advanced Series Trust - Ast Advanced Strategies Portfolio |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
6 |
Advanced Series Trust - Ast Small-cap Value Portfolio |
6 |
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I |
6 |
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
6 |
Summit Global Investments |
6 |
State Of Michigan Retirement System |
6 |
IBM Retirement Fund |
6 |
CWA Asset Management Group, LLC |
6 |
Neo Ivy Capital Management |
6 |
Csenge Advisory Group |
6 |
Weld Capital Management Llc |
6 |
Crossmark Global Holdings, Inc. |
6 |
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
6 |
JustInvest LLC |
6 |
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares |
6 |
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
6 |
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
6 |
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
6 |
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
6 |
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
6 |
Retirement Systems of Alabama |
6 |
Cornercap Investment Counsel Inc |
6 |
Berkley W R Corp |
6 |
EverPoint Asset Management, LLC |
6 |
AHL Partners LLP |
6 |
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
6 |
Money Concepts Capital Corp |
6 |
DRW Securities, LLC |
6 |
HWAY - Themes ETF Trust - Themes US Infrastructure ETF |
6 |
Pallas Capital Advisors LLC |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
6 |
Erste Asset Management GmbH |
6 |
Shinko Asset Management Co., Ltd. |
6 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
6 |
Aristides Capital LLC |
6 |
Deere & Co |
6 |
Johnson Financial Group, Inc. |
6 |
Levin Capital Strategies, L.p. |
6 |
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
6 |
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
6 |
Carlson Capital L P |
6 |
GIMFX - GMO TRUST - GMO Implementation Fund |
6 |
Arrowgrass Capital Partners (us) Lp |
6 |
Q Global Advisors, LLC |
6 |
Cribstone Capital Management, LLC |
6 |
Vanguard Whitehall Funds |
6 |
Wealth Enhancement Advisory Services, Llc |
6 |
Mml Investors Services, Llc |
6 |
Baird Robert W & Co Inc /wi/ |
6 |
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
6 |
Sageworth Trust Co |
6 |
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
6 |
Sutton Wealth Advisors Inc. |
6 |
Shepherd Kaplan Krochuk, Llc |
6 |
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
6 |
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
6 |
Humankind Benefit Corp - Humankind US Stock ETF |
6 |
RHJ International SA |
6 |
Ropes Wealth Advisors Llc |
6 |
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
6 |
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
6 |
Bb&t Investment Services, Inc. |
6 |
First Hawaiian Bank |
6 |
Sciencast Management LP |
6 |
Gen-Wealth Partners Inc |
6 |
Qs Batterymarch Financial Management, Inc |
6 |
Patriot Financial Group Insurance Agency, LLC |
6 |
Westfield Capital Management Co Lp |
6 |
Fred Alger Management, Llc |
6 |
Carroll Financial Associates, Inc. |
6 |
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
6 |
Dakota Wealth Management |
6 |
Warren Averett Asset Management, LLC |
6 |
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
6 |
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
6 |
Edge Wealth Management LLC |
6 |
Blackrock Debt Strategies Fund, Inc. |
6 |
Lenox Wealth Advisors, LLC |
6 |
YorkBridge Wealth Partners, LLC |
6 |
Alpha Paradigm Partners, LLC |
6 |
Vantage Consulting Group Inc |
6 |
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
6 |
Park West Asset Management LLC |
6 |
Edgestream Partners, L.P. |
6 |
Intrust Bank Na |
6 |
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
6 |
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
6 |
Wealthcare Advisory Partners LLC |
6 |
Skandinaviska Enskilda Banken AB (publ) |
6 |
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
6 |
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
6 |
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
6 |
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
6 |
United Services Automobile Association |
6 |
Commonwealth Bank Of Australia |
6 |
Knights of Columbus Asset Advisors LLC |
6 |
Baillie Gifford & Co |
6 |
Migdal Insurance & Financial Holdings Ltd. |
6 |
Cambria Investment Management, L.P. |
6 |
BDO Wealth Advisors, LLC |
6 |
Highland Capital Management Lp |
6 |
Peregrine Asset Advisers, Inc. |
6 |
Wipfli Financial Advisors Llc, |
6 |
Invictus RG |
6 |
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
6 |
Caisse De Depot Et Placement Du Quebec |
6 |
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
6 |
CAPROCK Group, Inc. |
6 |
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
6 |
Ieq Capital, Llc |
6 |
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
6 |
Coe Capital Management, LLC |
6 |
Wagner Wealth Management, Llc |
6 |
Dana Investment Advisors, Inc. |
6 |
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
6 |
PFG Advisors |
6 |
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
6 |
Covington Capital Management |
6 |
Alexandria Capital, LLC |
6 |
BlackRock Credit Strategies Fund |
6 |
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
6 |
Kestra Advisory Services, LLC |
6 |
MCF Advisors LLC |
6 |
Hexagon Capital Partners LLC |
6 |
Kestra Private Wealth Services, Llc |
6 |
Ssi Investment Management Llc |
6 |
Bowling Portfolio Management LLC |
6 |
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
6 |
FIL Ltd |
6 |
Avantax Planning Partners, Inc. |
6 |
Sonora Investment Management, LLC |
6 |
Elkfork Partners LLC |
6 |
Truvestments Capital Llc |
6 |
Teza Capital Management LLC |
6 |
Davidson Kempner Capital Management Lp |
6 |
Sandler Capital Management |
6 |
Flinton Capital Management LLC |
6 |
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
6 |
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
6 |
Pictet Asset Management Sa |
6 |
Synovus Financial Corp |
6 |
Maven Securities LTD |
6 |
Duality Advisers, Lp |
6 |
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
6 |
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
6 |
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
6 |
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
6 |
NSGRX - Northern Funds - Northern Small Cap Core Fund |
6 |
Washington Trust Bank |
6 |
New England Securities Corp /MA/ |
6 |
Empirical Finance, LLC |
6 |
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
6 |
Blackstone Group Inc |
6 |
Capital One, National Association |
6 |
Glen Eagle Advisors, LLC |
6 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
6 |
Pearl River Capital, LLC |
6 |
SpiderRock Trading LLC |
6 |
Twinbeech Capital Lp |
6 |
Highland Capital Management, Llc |
6 |
Mirabella Financial Services Llp |
6 |
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
6 |
Lee Financial Co |
6 |
Candriam Luxembourg S.C.A. |
6 |
Azzad Asset Management Inc /adv |
6 |
Independent Advisor Alliance |
6 |
Blueshift Asset Management, LLC |
6 |
GABELLI & Co INVESTMENT ADVISERS, INC. |
6 |
Mark Sheptoff Financial Planning, Llc |
6 |
Vantage Investment Advisors, LLC |
6 |
Veritable, L.P. |
6 |
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
6 |
RFP Financial Group LLC |
6 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
6 |
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
6 |
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
6 |
Equitec Proprietary Markets, Llc |
6 |
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
6 |
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
6 |
Forge First Asset Management Inc. |
6 |
Everence Capital Management Inc |
6 |
SYSTM Wealth Solutions LLC |
6 |
Frazier Financial Advisors, LLC |
6 |
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
6 |
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
6 |
PENN SERIES FUNDS INC - International Equity Fund |
6 |
Inceptionr Llc |
6 |
Psagot Investment House Ltd. |
6 |
Timber Hill LLC |
6 |
WealthTrust Axiom LLC |
6 |
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
6 |
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
6 |
Headlands Technologies LLC |
6 |
Canyon Capital Advisors Llc |
6 |
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
6 |
Rialto Wealth Management, LLC |
6 |
Royce Micro-cap Trust, Inc /md/ |
6 |
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
6 |
State of Alaska, Department of Revenue |
6 |
Profund Advisors Llc |
6 |
Employees Retirement System of Texas |
6 |
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
6 |
Pinnacle Wealth Planning Services, Inc. |
6 |
Tradewinds Capital Management, LLC |
6 |
Centaurus Financial, Inc. |
6 |
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
6 |
Mount Yale Investment Advisors, LLC |
6 |
CI Private Wealth, LLC |
6 |
Taconic Capital Advisors LP |
6 |
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
6 |
Credit Suisse Asset Management Income Fund Inc |
6 |
Saturna Capital CORP |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
6 |
Pax World Management Llc |
6 |
RBB FUND, INC. - Adara Smaller Companies Fund |
6 |
James Investment Research Inc |
6 |
Cape Investment Advisory, Inc. |
6 |
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
6 |
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
6 |
Perritt Capital Management Inc |
6 |
Jump Trading, LLC |
5 |
Albion Financial Group /ut |
5 |
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
5 |
Turner Investments, L.p. |
5 |
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
5 |
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
5 |
VVSCX - VALIC Co I - Small Cap Value Fund |
5 |
Bridgewater Associates, LP |
5 |
Bank Of Nova Scotia |
5 |
Counterpoint Mutual Funds LLC |
5 |
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
5 |
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
5 |
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
5 |
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
5 |
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
5 |
Brinker Capital Inc |
5 |
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
5 |
WPG Advisers, LLC |
5 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
5 |
Atlantic Trust, LLC |
5 |
Sargent Bickham Lagudis LLC |
5 |
Wall Street Associates |
5 |
Jain Global LLC |
5 |
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
5 |
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
5 |
Optimum Investment Advisors |
5 |
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
5 |
Alydar Partners Llc |
5 |
Hennion & Walsh Asset Management, Inc. |
5 |
Agf Investments Inc. |
5 |
Polymer Capital Management (US) LLC |
5 |
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
5 |
Mason Street Advisors, Llc |
5 |
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative |
5 |
1st Global Advisors, Inc. |
5 |
Integral Derivatives, LLC |
5 |
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
5 |
EJF Capital LLC |
5 |
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
5 |
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
5 |
Congress Asset Management Co /ma |
5 |
NN Investment Partners Holdings N.V. |
5 |
Santa Fe Partners LLC |
5 |
Edmond De Rothschild (suisse) S.a. |
5 |
Axxcess Wealth Management, Llc |
5 |
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares |
5 |
Leavell Investment Management, Inc. |
5 |
Catalyst Funds Management Pty Ltd |
5 |
Harbor Investment Advisory, Llc |
5 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
5 |
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
5 |
People's United Financial, Inc. |
5 |
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
5 |
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
5 |
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
5 |
Burney Co/ |
5 |
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
5 |
Integrated Wealth Concepts LLC |
5 |
Westpac Banking Corp |
5 |
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
5 |
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
5 |
Guardian Wealth Advisors, LLC |
5 |
Foundry Partners, LLC |
5 |
T. Rowe Price Investment Management, Inc. |
5 |
VCAAX - VALIC Co I - Asset Allocation Fund |
5 |
Dynamic Advisor Solutions LLC |
5 |
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
5 |
Dean Investment Associates, Llc |
5 |
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
5 |
New Mexico Educational Retirement Board |
5 |
Compagnie Lombard Odier SCmA |
5 |
Tompkins Financial Corp |
5 |
Colony Group, LLC |
5 |
Townsquare Capital Llc |
5 |
Passport Capital, LLC |
5 |
Silvercrest Asset Management Group Llc |
5 |
Altshuler Shaham Ltd |
5 |
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
5 |
Capital World Investors |
5 |
Fieldpoint Private Securities, LLC |
5 |
BlueCrest Capital Management LLP |
5 |
Comerica Securities,inc. |
5 |
Terril Brothers, Inc. |
5 |
Ada Investment Management, LP |
5 |
Bremer Trust National Association |
5 |
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
5 |
Shay Capital LLC |
5 |
Brookstone Capital Management |
5 |
Waddell & Reed Financial Inc |
5 |
Mv Capital Management, Inc. |
5 |
Fisher Asset Management, LLC |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
5 |
Ausdal Financial Partners, Inc. |
5 |
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
5 |
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
5 |
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
5 |
Livforsakringsbolaget Skandia, Omsesidigt |
5 |
Rutabaga Capital Management Llc/ma |
5 |
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
5 |
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
5 |
First Horizon Corp |
5 |
Summit Partners Public Asset Management, Llc |
5 |
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
5 |
Eaton Vance Ltd Duration Income Fund |
5 |
GV Financial Advisors |
5 |
Lucus Advisors Llc |
5 |
Cinctive Capital Management LP |
5 |
Frontier Capital Management Co Llc |
5 |
Zimmer Partners, LP |
5 |
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
5 |
HFM Investment Advisors, LLC |
5 |
Disciplined Investments, LLC |
5 |
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
5 |
Allstate Corp |
5 |
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
5 |
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
5 |
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
5 |
Emerald Advisers, Llc |
5 |
F/M Investments LLC |
5 |
Invesco Senior Loan Fund |
5 |
Manatuck Hill Partners, LLC |
5 |
Financial Gravity Companies, Inc. |
5 |
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
5 |
FDx Advisors, Inc. |
5 |
Societe Generale |
5 |
Cortina Asset Management, LLC |
5 |
Blackrock Ltd Duration Income Trust |
5 |
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF |
5 |
Entropy Technologies, LP |
5 |
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares |
5 |
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A |
5 |
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
5 |
Wunderlich Securities, Inc. |
5 |
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
5 |
Euclidean Technologies Management, LLC |
5 |
Polar Capital Holdings Plc |
5 |
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
5 |
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
5 |
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
5 |
MBEQX - M FUND INC - M International Equity Fund |
5 |
Meiji Yasuda Asset Management Co Ltd. |
5 |
ZPR Investment Management |
5 |
Van Hulzen Asset Management, LLC |
5 |
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
5 |
Vanguard Explorer Fund |
5 |
Kistler-Tiffany Companies, LLC |
5 |
Morgan Dempsey Capital Management Llc |
5 |
Keeley Asset Management Corp |
5 |
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
5 |
Opal Wealth Advisors, LLC |
5 |
Hantz Financial Services, Inc. |
5 |
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
5 |
Parkworth Wealth Management, Inc. |
5 |
Veriti Management LLC |
5 |
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
5 |
Eidelman Virant Capital |
5 |
IMC-Chicago, LLC |
5 |
TrimTabs Asset Management, LLC |
5 |
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
5 |
J. Goldman & Co LP |
5 |
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
5 |
Palo Capital, Inc. |
5 |
WealthTrak Capital Management LLC |
5 |
Vollero Beach Capital Partners LLC |
5 |
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
5 |
Freestone Capital Holdings, LLC |
5 |
Global Financial Private Client, LLC |
5 |
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund |
5 |
Sumitomo Mitsui Trust Holdings, Inc. |
5 |
Maryland State Retirement & Pension System |
5 |
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
5 |
Anchor Bolt Capital, LP |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
5 |
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
5 |
We Are One Seven, LLC |
5 |
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 |
5 |
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
5 |
Achievement Holdings L.P. |
5 |
Arosa Capital Management LP |
5 |
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
5 |
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
5 |
Prime Capital Investment Advisors, LLC |
5 |
Capital Guardian Trust Co |
5 |
Meadow Creek Investment Management LLC |
5 |
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
5 |
Householder Group Estate & Retirement Specialist, LLC |
5 |
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
5 |
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
5 |
Pinnacle Associates Ltd |
5 |
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
5 |
Horizon Investment Services, LLC |
5 |
Americafirst Capital Management, Llc |
5 |
Patten Group, Inc. |
5 |
Wealthcare Capital Management Llc |
5 |
Koch Industries Inc |
5 |
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
5 |
Umb Bank N A/mo |
5 |
Energy Opportunities Capital Management, LLC |
5 |
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
5 |
Petra Financial Advisors Inc |
5 |
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF |
5 |
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
5 |
Fosun International Ltd |
5 |
Advent Capital Management /de/ |
5 |
BRYN MAWR TRUST Co |
5 |
Wilmington Funds Management Corp |
5 |
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
5 |
General Motors Investment Management Corp |
5 |
Wesbanco Bank Inc |
5 |
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
5 |
Quent Capital, LLC |
5 |
Truewealth Llc |
5 |
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
5 |
AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
5 |
QCVAX - Clearwater Investment Trust - Clearwater International Fund |
5 |
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
5 |
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
5 |
Cm Wealth Advisors Llc |
5 |
Zions Bancorporation, N.A. |
5 |
Princeton Global Asset Management LLC |
5 |
PFG Investments, LLC |
5 |
WealthPLAN Partners, LLC |
5 |
EP Wealth Advisors, Inc. |
5 |
Forum Financial Management, LP |
5 |
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
5 |
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
5 |
Commerce Bank |
5 |
World Asset Management Inc |
5 |
Brown Advisory Securities, LLC |
5 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
5 |
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
5 |
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
5 |
Banque Pictet & Cie Sa |
5 |
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
5 |
Rainier Investment Management Llc |
5 |
Integrated Quantitative Investments LLC |
5 |
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
5 |
West Paces Advisors Inc. |
5 |
Golden State Wealth Management, LLC |
5 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 |
5 |
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
5 |
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
5 |
Eventide Asset Management, Llc |
5 |
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) |
5 |
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
5 |
Boston Advisors Llc |
5 |
MQS Management LLC |
5 |
Ashton Thomas Private Wealth, LLC |
5 |
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
5 |
Oaktree Capital Management Lp |
5 |
Elite Wealth Management, Inc. |
5 |
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
5 |
Davidson Kempner Partners |
5 |
Sumitomo Mitsui DS Asset Management Company, Ltd |
5 |
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
5 |
Plante Moran Financial Advisors, LLC |
5 |
Oakworth Capital, Inc. |
5 |
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
5 |
Westchester Capital Management, LLC |
5 |
Cornerstone Advisors, Inc. |
5 |
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
5 |
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
5 |
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
5 |
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A |
5 |
Water Island Capital Llc |
5 |
CoreCap Advisors, LLC |
5 |
Bulldog Investors, LLP |
5 |
Chase Investment Counsel Corp |
5 |
CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF |
5 |
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
5 |
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A |
5 |
Capital Management Associates /ny/ |
5 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
5 |
Central Asset Investments & Management Holdings (HK) Ltd |
5 |
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
5 |
Bare Financial Services, Inc |
5 |
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
5 |
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
5 |
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares |
5 |
Invictus RG Pte. Ltd. |
5 |
Delta Lloyd Nv |
5 |
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
5 |
NorthCrest Asset Manangement, LLC |
5 |
Wolff Wiese Magana Llc |
5 |
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
5 |
Quest Capital Management Inc /adv |
5 |
Regentatlantic Capital Llc |
5 |
Granahan Investment Management Inc/ma |
5 |
Jacobi Capital Management LLC |
5 |
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 |
5 |
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
5 |
Flow Traders U.s. Llc |
5 |
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
5 |
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
5 |
Evergreen Capital Management Llc |
5 |
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
5 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 |
5 |
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
5 |
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional |
5 |
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
5 |
ACG Wealth |
5 |
Yousif Capital Management, Llc |
5 |
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
5 |
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
5 |
Spot Trading L.l.c. |
5 |
Bourgeon Capital Management Llc |
5 |
Seizert Capital Partners, Llc |
5 |
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
5 |
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
5 |
Focused Wealth Management, Inc |
5 |
Xact Kapitalforvaltning AB |
5 |
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
5 |
TD Capital Management LLC |
5 |
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class |
5 |
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
5 |
Thames Capital Management Llc |
5 |
Claris Advisors, Llc / Mo / |
5 |
Ziegler Capital Management, LLC |
5 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
5 |
Sierra Summit Advisors Llc |
5 |
Cantor Fitzgerald, L. P. |
5 |
Etf Managers Group, Llc |
5 |
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
5 |
Park Square Financial Group, LLC |
5 |
Td Private Client Wealth Llc |
5 |
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
5 |
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
5 |
StoneX Group Inc. |
5 |
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
5 |
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF |
5 |
QCM Cayman, Ltd. |
5 |
Masters Capital Management Llc |
5 |
Schubert & Co |
5 |
Semanteon Capital Management, LP |
5 |
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
5 |
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
5 |
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF |
5 |
Jag Capital Management, Llc |
5 |
Oak Thistle LLC |
5 |
Nachman Norwood & Parrott, Inc |
5 |
Croft-leominster Inc |
5 |
Connor Clark & Lunn Investment Management Ltd |
5 |
Hilltop Holdings Inc. |
5 |
XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF |
5 |
Sound Income Strategies, LLC |
5 |
Illinois Municipal Retirement Fund |
5 |
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
5 |
First Allied Advisory Services, Inc. |
5 |
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
5 |
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
5 |
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
5 |
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund |
5 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
5 |
Wedmont Private Capital |
5 |
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
5 |
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
5 |
SeaBridge Investment Advisors LLC |
5 |
Northern Trust Co Of Connecticut |
5 |
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
5 |
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
5 |
Redwood Investments, LLC |
5 |
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
5 |
Standard Life Aberdeen plc |
5 |
Origin Asset Management LLP |
5 |
GeoWealth Management, LLC |
5 |
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
5 |
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
5 |
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
5 |
Pensionmark Financial Group, Llc |
5 |
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
5 |
AE Wealth Management LLC |
5 |
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
5 |
Stonebridge Capital Advisors LLC |
5 |
Transamerica Financial Advisors, Inc. |
5 |
Parkwood LLC |
5 |
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund |
5 |
Park Avenue Securities Llc |
5 |
Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
5 |
Redwood Investment Management, Llc |
5 |
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
5 |
Nkcfo Llc |
5 |
Polen Capital Management Llc |
5 |
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
5 |
Rotella Capital Management, Inc. |
5 |
Teton Westwood Funds |
5 |
Cordant, Inc. |
5 |
Clark Capital Management Group, Inc. |
5 |
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
5 |
Koshinski Asset Management, Inc. |
5 |
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
5 |
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
5 |
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class |
5 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
5 |
Achmea Investment Management B.V. |
5 |
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
5 |
Harvest Group Wealth Management, Llc |
5 |
Miller Howard Investments Inc /ny |
5 |
Mycio Wealth Partners, Llc |
5 |
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
5 |
Bartlett & Co. LLC |
5 |
Invesco Senior Income Trust |
5 |
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
5 |
EULAV Asset Management |
5 |
Seacrest Wealth Management, Llc |
5 |
Myriad Asset Management Ltd. |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I |
5 |
Qsemble Capital Management, LP |
5 |
TFC Financial Management |
5 |
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
5 |
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class |
5 |
Gts Securities Llc |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
5 |
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
5 |
Firsthand Capital Management, Inc. |
5 |
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
5 |
Prestige Wealth Management Group LLC |
5 |
Westport Resources Management Inc |
5 |
Icon Advisers Inc/co |
5 |
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
5 |
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
5 |
Calamos Global Dynamic Income Fund |
5 |
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
5 |
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
5 |
Northwest & Ethical Investments L.P. |
5 |
Sanctuary Advisors, LLC |
5 |
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
5 |
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
5 |
Cutter & CO Brokerage, Inc. |
5 |
San Francisco Sentry Investment Group (ca) |
5 |
Riverview Trust Co |
5 |
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
5 |
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
5 |
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
5 |
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class |
5 |
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
5 |
TENOR CAPITAL MANAGEMENT Co., L.P. |
5 |
MUFG Securities EMEA plc |
5 |
Artemis Investment Management LLP |
5 |
Gladius Capital Management LP |
5 |
Marathon Trading Investment Management LLC |
5 |
Winfield Associates, Inc. |
5 |
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
5 |
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A |
5 |
Hussman Strategic Advisors, Inc. |
5 |
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 |
5 |
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
5 |
AlphaMark Advisors, LLC |
5 |
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
5 |
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
5 |
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
5 |
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
5 |
Verity Asset Management, Inc. |
5 |
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
5 |
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
5 |
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
5 |
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
5 |
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
5 |
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund |
5 |
Bay Harbor Wealth Management, LLC |
5 |
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
5 |
Johnson Investment Counsel Inc |
5 |
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund |
5 |
Chilton Capital Management Llc |
5 |
Sumit Capital, Llc |
5 |
Banque Cantonale Vaudoise |
5 |
Maverick Capital Ltd |
5 |
South Dakota Investment Council |
5 |
Newbridge Financial Services Group, Inc. |
5 |
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
5 |
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
5 |
LRI Investments, LLC |
5 |
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
5 |
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF |
5 |
Boston Private Wealth Llc |
5 |
Sequoia Financial Advisors, LLC |
5 |
SOUTH STATE Corp |
5 |
Prudential Plc |
5 |
Valley National Advisers Inc |
5 |
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A |
5 |
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
5 |
Corsair Capital Management, L.p. |
5 |
Symphony Asset Management Llc |
5 |
Colony Group Llc |
5 |
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
5 |
Keebeck Alpha, LP |
5 |
VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
4 |
Glenmede Investment Management, LP |
4 |
Equitable Holdings, Inc. |
4 |
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
4 |
Kavar Capital Partners, LLC |
4 |
AIA Group Ltd |
4 |
Impax Asset Management Group plc |
4 |
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
4 |
AltraVue Capital, LLC |
4 |
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A |
4 |
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A |
4 |
Graves-Light Private Wealth Management, Inc. |
4 |
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
4 |
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF |
4 |
Envestnet Portfolio Solutions, Inc. |
4 |
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF |
4 |
Enlightenment Research, LLC |
4 |
Wiley Bros.-aintree Capital, Llc |
4 |
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
4 |
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
4 |
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
4 |
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
4 |
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
4 |
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
4 |
FinTrust Capital Advisors, LLC |
4 |
Alphacrest Capital Management Llc |
4 |
Aptus Capital Advisors, LLC |
4 |
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
4 |
Apollon Wealth Management, LLC |
4 |
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
4 |
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
4 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
4 |
HHM Wealth Advisors, LLC |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
4 |
Old Mutual Global Investors (UK) Ltd. |
4 |
Wealthfront Advisers Llc |
4 |
Aspire Private Capital, LLC |
4 |
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional |
4 |
Holderness Investments Co |
4 |
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional |
4 |
Wetherby Asset Management Inc |
4 |
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
4 |
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
4 |
Treasurer of the State of North Carolina |
4 |
AHIVX - American Century Investment Trust - High Income Fund Investor Class |
4 |
Tortoise Capital Advisors, L.l.c. |
4 |
Bremer Bank National Association |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
4 |
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class |
4 |
Inscription Capital, LLC |
4 |
Benjamin Edwards Inc |
4 |
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
4 |
Matrix Trust Co |
4 |
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
4 |
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
4 |
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
4 |
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia |
4 |
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF |
4 |
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
4 |
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
4 |
IWB - iSHARES TRUST - iShares Russell 1000 ETF |
4 |
GFS Advisors, LLC |
4 |
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
4 |
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
4 |
SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
4 |
Munder Series Trust |
4 |
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
4 |
Evoke Wealth, Llc |
4 |
Ramius Advisors Llc |
4 |
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF |
4 |
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
4 |
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
4 |
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
4 |
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
4 |
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A |
4 |
JNMF - WisdomTree Trust - WisdomTree Japan Multifactor Fund N/A |
4 |
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N |
4 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II |
4 |
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
4 |
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
4 |
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
4 |
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
4 |
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund |
4 |
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
4 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
4 |
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
4 |
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
4 |
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
4 |
Anson Funds Management LP |
4 |
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
4 |
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
4 |
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
4 |
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
4 |
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
4 |
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
4 |
Clark Estates Inc/ny |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
4 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
4 |
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
4 |
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) |
4 |
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
4 |
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
4 |
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
4 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
4 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
4 |
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
4 |
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
4 |
PENN SERIES FUNDS INC - Smid Cap Growth Fund |
4 |
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class |
4 |
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
4 |
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
4 |
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
4 |
NOMIX - Northern Funds - Northern Mid Cap Index Fund |
4 |
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
4 |
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
4 |
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
4 |
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
4 |
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
4 |
Portside Wealth Group, LLC |
4 |
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
4 |
UniSuper Management Pty Ltd |
4 |
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
4 |
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A |
4 |
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A |
4 |
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
4 |
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
4 |
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
4 |
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class |
4 |
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
4 |
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I |
4 |
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
4 |
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative |
4 |
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
4 |
Arrowpoint Investment Partners (Singapore) Pte. Ltd. |
4 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A |
4 |
MML Series Investment Fund II - MML Equity Rotation Fund Class II |
4 |
Advanced Series Trust - Ast High Yield Portfolio |
4 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 |
4 |
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
4 |
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class |
4 |
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
4 |
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
4 |
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I |
4 |
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
4 |
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
4 |
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
4 |
iA Global Asset Management Inc. |
4 |
Timpani Capital Management LLC |
4 |
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
4 |
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
4 |
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
4 |
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class |
4 |
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV |
4 |
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
4 |
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
4 |
FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
4 |
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A |
4 |
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
4 |
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class |
4 |
Chartwell Investment Partners, Llc |
4 |
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
4 |
Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
4 |
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
4 |
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
4 |
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
4 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund |
4 |
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class |
4 |
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
4 |
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
4 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core 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 High Yield Portfolio Class I Shares |
4 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
4 |
ORG Partners LLC |
4 |
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
4 |
Banque Transatlantique SA |
4 |
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
4 |
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
4 |
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
4 |
Sawgrass Asset Management Llc |
4 |
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA |
4 |
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA |
4 |
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
4 |
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
4 |
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
4 |
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
4 |
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF |
4 |
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
4 |
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF |
4 |
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A |
4 |
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
4 |
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
4 |
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
4 |
Jb Capital Partners Lp |
4 |
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
4 |
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
4 |
Raiffeisen Bank International AG |
4 |
Tucker Asset Management Llc |
4 |
Fiduciary Trust Co |
4 |
Fifth Third Wealth Advisors LLC |
4 |
Sheets Smith Wealth Management |
4 |
Perigon Wealth Management, LLC |
4 |
Gupta Wealth Management LLC |
4 |
V-Square Quantitative Management LLC |
4 |
Luminus Management Llc |
4 |
Apollo Management Holdings, L.P. |
4 |
STXK - EA Series Trust - Strive Small-Cap ETF |
4 |
STXG - EA Series Trust - Strive 1000 Growth ETF |
4 |
Us Financial Advisors, Llc |
4 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
4 |
Optimize Financial Inc |
4 |
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund |
4 |
Alphagen Securities Llc |
4 |
683 Capital Management, LLC |
4 |
Ascend Capital, Llc |
4 |
Callan Family Office, LLC |
4 |
Silverback Asset Management Llc |
4 |
Independence Capital Asset Partners, LLC |
4 |
Applied Finance Capital Management, LLC |
4 |
Greenleaf Trust |
4 |
Reynolds Capital Management Llc |
4 |
Trellus Management Company, LLC |
4 |
Pier Capital, LLC |
4 |
Hughes Financial Services, LLC |
4 |
Horizon Investments, LLC |
4 |
West Tower Group, LLC |
4 |
Kula Investments, LLC |
4 |
LGT Financial Advisors LLC |
4 |
Axq Capital, Lp |
4 |
McGlone Suttner Wealth Management, Inc. |
4 |
Fidelis Capital Partners, LLC |
4 |
PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund |
4 |
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
4 |
Colonial Trust Co / SC |
4 |
Advisor Partners Ii, Llc |
4 |
Deltec Asset Management Llc |
4 |
Investment House Llc |
4 |
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
4 |
Quantum Financial Advisors, LLC |
4 |
Kim, Llc |
4 |
Atwood & Palmer Inc |
4 |
Dinsmore Capital Management Co/nj |
4 |
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
4 |
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
4 |
MMCAP International Inc. SPC |
4 |
YHB Investment Advisors, Inc. |
4 |
DAACX - Adviser Managed Trust - Diversified Equity Fund |
4 |
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF |
4 |
Financial Management Professionals, Inc. |
4 |
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
4 |
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
4 |
Spartan Fund Management Inc. |
4 |
Burnham Asset Management Corp /ny/ |
4 |
Fortitude Advisory Group L.L.C. |
4 |
Janus Capital Management Llc |
4 |
Baader Bank INC |
4 |
GHP Investment Advisors, Inc. |
4 |
Pinnacle Summer Investments, Inc. |
4 |
Concentric Capital Strategies, LP |
4 |
Tcwp Llc |
4 |
SILVER OAK SECURITIES, Inc |
4 |
Earnest Partners Llc |
4 |
LGT Group Foundation |
4 |
GCLN - Goldman Sachs ETF Trust - Goldman Sachs Bloomberg Clean Energy Equity ETF |
4 |
Oliver Lagore Vanvalin Investment Group |
4 |
Maple Securities Usa Inc |
4 |
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
4 |
Smith, Graham & Co., Investment Advisors, LP |
4 |
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
4 |
Byrne Asset Management LLC |
4 |
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF |
4 |
Raleigh Capital Management Inc. |
4 |
HB Wealth Management, LLC |
4 |
Journey Strategic Wealth Llc |
4 |
B. Metzler seel. Sohn & Co. AG |
4 |
Wellington Shields Capital Management, LLC |
4 |
Wellington Shields & Co., LLC |
4 |
Pinnbrook Capital Management Lp |
4 |
Boulder Hill Capital Management Lp |
4 |
Meritage Portfolio Management |
4 |
Cassady Schiller Wealth Management, LLC |
4 |
Putnam Fl Investment Management Co |
4 |
Congress Wealth Management LLC / DE / |
4 |
Lmcg Investments, Llc |
4 |
Wcm Investment Management, Llc |
4 |
Radcliffe Capital Management, L.P. |
4 |
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF |
4 |
Brighton Jones Llc |
4 |
TradeLink Global Equity LLC |
4 |
Raymond James Trust N.a. |
4 |
DFIV - Dimensional ETF Trust - Dimensional International Value ETF |
4 |
Longbow Capital Partners, L.P. |
4 |
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB |
4 |
Kamunting Street Capital Management, L.P. |
4 |
Scopus Asset Management, L.p. |
4 |
Allen Investment Management LLC |
4 |
Glg Llc |
4 |
Integre Asset Management, LLC |
4 |
Cim Investment Mangement Inc |
4 |
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF |
4 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
4 |
NorthCoast Asset Management LLC |
4 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
4 |
FourThought Financial, LLC |
4 |
Davy Global Fund Management Ltd |
4 |
U.S. Capital Wealth Advisors, LLC |
4 |
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF |
4 |
Rockefeller Financial Services Inc |
4 |
First Interstate Bank |
4 |
Mather Group, Llc. |
4 |
Leonard Capital Management, Inc |
4 |
Korea Investment CORP |
4 |
Hudock, Inc. |
4 |
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
4 |
Activest Wealth Management |
4 |
First Midwest Bank Trust Division |
4 |
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
4 |
Accurate Wealth Management, LLC |
4 |
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
4 |
Advisor Resource Council |
4 |
Cullen/frost Bankers, Inc. |
4 |
Ogorek Anthony Joseph /ny/ /adv |
4 |
Eagle Bay Advisors LLC |
4 |
VIOPX - VALIC Co I - International Opportunities Fund |
4 |
Sageworth Trust Co of South Dakota |
4 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB |
4 |
Continuum Advisory, LLC |
4 |
O'Neil Global Advisors, Inc. |
4 |
Owl Creek Asset Management, L.P. |
4 |
Optiver Holding B.V. |
4 |
NewEdge Wealth, LLC |
4 |
American National Bank |
4 |
AXS Investments LLC |
4 |
Alpha Windward Llc |
4 |
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF |
4 |
Chevy Chase Trust Holdings, Inc. |
4 |
Kingdon Capital Management, L.l.c. |
4 |
PointState Capital LP |
4 |
Precision Wealth Strategies, LLC |
4 |
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
4 |
Dalton Greiner Hartman Maher & Co |
4 |
Webster Bank, N. A. |
4 |
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
4 |
Coppell Advisory Solutions LLC |
4 |
B. Metzler seel. Sohn & Co. Holding AG |
4 |
Alpha DNA Investment Management LLC |
4 |
Concord Wealth Partners |
4 |
West Oak Capital, LLC |
4 |
Copper Rock Capital Partners, LLC |
4 |
Fulton Bank, N.a. |
4 |
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
4 |
Crow Point Partners, LLC |
4 |
Kassirer Asset Management Corp |
4 |
Gulf International Bank (UK) Ltd |
4 |
Old National Bancorp /in/ |
4 |
Moody National Bank Trust Division |
4 |
Angelo Gordon & Co., L.p. |
4 |
Salem Investment Counselors Inc |
4 |
Peconic Partners Llc |
4 |
Principia Wealth Advisory, LLC |
4 |
High Note Wealth, LLC |
4 |
BBT Capital Management, LLC |
4 |
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
4 |
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
4 |
Zweig-DiMenna Associates LLC |
4 |
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF |
4 |
EHLS - Tidal Trust II - Even Herd Long Short ETF |
4 |
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund |
4 |
Stanley-Laman Group, Ltd. |
4 |
Capital International Investors |
4 |
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
4 |
JBF Capital, Inc. |
4 |
Partnervest Advisory Services LLC |
4 |
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF |
4 |
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
4 |
Macroview Investment Management Llc |
4 |
Amica Retiree Medical Trust |
4 |
Amica Pension Fund Board Of Trustees |
4 |
Kestra Investment Management, LLC |
4 |
Cromwell Holdings LLC |
4 |
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class |
4 |
Six Circles Trust - Six Circles Global Bond Fund |
4 |
Integrated Wealth Management |
4 |
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
4 |
Paradigm Capital Management Inc/ny |
4 |
Ibex Investors LLC |
4 |
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF |
4 |
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
4 |
SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
4 |
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
4 |
University Of Texas/texas Am Investment Managment Co |
4 |
Echo Street Capital Management LLC |
4 |
Abound Wealth Management |
4 |
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
4 |
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF |
4 |
Liberty Mutual Group Asset Management Inc. |
4 |
Key Group Holdings (cayman), Ltd. |
4 |
Next Century Growth Investors Llc |
4 |
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
4 |
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares |
4 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
4 |
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
4 |
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
4 |
Nair Vinay |
4 |
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares |
4 |
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares |
4 |
WR Wealth Planners, LLC |
4 |
Zebra Capital Management LLC |
4 |
Capital Analysts, Inc. |
4 |
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
4 |
Wbi Investments, Inc. |
4 |
Concert Wealth Management Inc. |
4 |
Telemetry Investments, L.L.C. |
4 |
Fjarde Ap-fonden /fourth Swedish National Pension Fund |
4 |
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
4 |
Glg Inc. |
4 |
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF |
4 |
Ecofin Advisors Ltd |
4 |
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
4 |
Hartford Series Fund Inc |
4 |
Laurel Wealth Advisors, Inc. |
4 |
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
4 |
Grove Bank & Trust |
4 |
City Center Advisors, LLC |
4 |
Kalos Management, Inc. |
4 |
Ramsey Quantitative Systems |
4 |
Moisand Fitzgerald Tamayo, LLC |
4 |
Asset Dedication, LLC |
4 |
Tributary Capital Management, LLC |
4 |
Arcus Capital Partners, LLC |
4 |
Archer Investment Corp |
4 |
Horan Securities, Inc. |
4 |
Mint Tower Capital Management B.V. |
4 |
Vivaldi Asset Management, LLC |
4 |
Gruber & Mcbaine Capital Management Llc |
4 |
Shapiro Robert N |
4 |
Arkadios Wealth Advisors |
4 |
Center for Financial Planning, Inc. |
4 |
Carolinas Wealth Consulting Llc |
4 |
Keebeck Wealth Management, LLC |
4 |
J.Safra Asset Management Corp |
4 |
Ethic Inc. |
4 |
Arete Wealth Advisors, LLC |
4 |
Cavalier Investments, LLC |
4 |
Rothschild Asset Management Inc |
4 |
U S Global Investors Inc |
4 |
Soros Capital Management Llc |
4 |
Pinz Capital Management, LP |
4 |
Financial Counselors Inc |
4 |
Spdr S&p Midcap 400 Etf Trust |
4 |
Steel Peak Wealth Management LLC |
4 |
Verdence Capital Advisors LLC |
4 |
Adams Diversified Equity Fund, Inc. |
4 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C |
4 |
Espalier Global Management LLC |
4 |
Rudman Errol M |
4 |
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
4 |
Fort, L.p. |
4 |
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
4 |
Zions Bancorporation |
4 |
Maplelane Capital, Llc |
4 |
Pomelo Capital LLC |
4 |
Piper Sandler & Co. |
4 |
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
4 |
361 Capital Llc |
4 |
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares |
4 |
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
4 |
Petrus Trust Company, LTA |
4 |
Tlp Group Llc |
4 |
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
4 |
Amica Mutual Insurance Co |
4 |
Quinn Opportunity Partners LLC |
4 |
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M |
4 |
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
4 |
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
4 |
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
4 |
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
4 |
Kingsview Wealth Management, LLC |
4 |
Rocky Mountain Advisers, Llc |
4 |
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
4 |
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF |
4 |
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
4 |
First National Bank Of Omaha |
4 |
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
4 |
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
4 |
Royal London Asset Management Ltd |
4 |
Sit Investment Associates Inc |
4 |
First Personal Financial Services |
4 |
Institutional & Family Asset Management, Llc |
4 |
NatWest Group plc |
4 |
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
4 |
Allegis Investment Advisors, LLC |
4 |
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A |
4 |
Schonfeld Group Holdings LLC |
4 |
Trillium Asset Management, Llc |
4 |
Otter Creek Advisors, LLC |
4 |
JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
4 |
VCSVX - VALIC Co II - Small Cap Value Fund |
4 |
Adirondack Research & Management Inc. |
4 |
Hartford Investment Management Co |
4 |
Southport Management, L.l.c. |
4 |
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
4 |
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
4 |
Lorem Ipsum Management, LLC |
4 |
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
4 |
Newland Capital Management, Llc |
4 |
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
4 |
Pacific Global Investment Management Co |
4 |
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
4 |
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
4 |
BNP Paribas Investment Partners S.A. |
4 |
Catapult Capital Management Llc |
4 |
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
4 |
Bodri Capital Management, LLC |
4 |
VMIDX - VALIC Co I - Mid Cap Index Fund |
4 |
Seamans Capital Management, LLC |
4 |
BerganKDV Wealth Management, LLC |
4 |
Moody Aldrich Partners Llc |
4 |
Janney Capital Management LLC |
4 |
VCBCX - VALIC Co I - Blue Chip Growth Fund |
4 |
Balter Liquid Alternatives, LLC |
4 |
VCULX - VALIC Co I - Growth Fund |
4 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
4 |
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional |
4 |
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
4 |
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
4 |
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
4 |
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares |
4 |
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
4 |
Central Pacific Bank - Trust Division |
4 |
Diversify Advisory Services, LLC |
4 |
JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF |
4 |
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
4 |
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
4 |
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
4 |
Munder Capital Management |
4 |
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
4 |
Harwood Advisory Group, LLC |
4 |
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A |
4 |
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
4 |
Harbour Capital Advisors, LLC |
4 |
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund |
4 |
Hatteras Alternative Mutual Funds, LLC |
4 |
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
4 |
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
4 |
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A |
4 |
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
4 |
Peregrine Capital Management Llc |
4 |
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
4 |
Kepos Capital LP |
4 |
Tfo-tdc, Llc |
4 |
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
4 |
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF |
4 |
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
4 |
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
4 |
Mascoma Wealth Management LLC |
4 |
FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio |
4 |
Farmers & Merchants Trust Co of Chambersburg PA |
4 |
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio |
4 |
Private Advisory Group LLC |
4 |
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
4 |
Concurrent Investment Advisors, LLC |
4 |
American Capital Advisory, LLC |
4 |
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
4 |
FNY Partners Fund LP |
4 |
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
4 |
First Capital Advisors Group, LLC. |
4 |
Ativo Capital Management LLC |
4 |
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
4 |
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
4 |
Hartree Partners, LP |
4 |
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
4 |
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
4 |
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
4 |
Moloney Securities Asset Management, LLC |
4 |
Level Four Advisory Services, Llc |
4 |
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
4 |
Kapitalo Investimentos Ltda |
4 |
R&F Capital Advisors LP |
4 |
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF |
4 |
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF |
4 |
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
4 |
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund |
4 |
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
4 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 |
4 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
4 |
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF |
4 |
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
4 |
PBW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco WilderHill Clean Energy ETF |
4 |
Lido Advisors, LLC |
4 |
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF |
4 |
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
4 |
Aua Capital Management, Llc |
4 |
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
4 |
Bridge City Capital, LLC |
4 |
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares |
4 |
Creekmur Asset Management LLC |
4 |
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares |
4 |
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A |
4 |
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A |
4 |
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF |
4 |
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
4 |
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
4 |
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF |
4 |
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF |
4 |
Lighthouse Investment Partners, LLC |
4 |
Front Row Advisors LLC |
4 |
UMPIX - Profunds - Ultramid-cap Profund Investor Class |
4 |
MGPIX - Profunds - Mid-cap Growth Profund Investor Class |
4 |
Invesco Dynamic Credit Opportunities Fund |
4 |
MDPIX - Profunds - Mid-cap Profund Investor Class |
4 |
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
4 |
CPSIX - Unified Series Trust - Fci Bond Fund |
4 |
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
4 |
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF |
4 |
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
4 |
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF |
4 |
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
4 |
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I |
4 |
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
4 |
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A |
4 |
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
4 |
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
4 |
Blackrock Corporate High Yield Fund, Inc. |
4 |
Blackrock Floating Rate Income Strategies Fund, Inc. |
4 |
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
4 |
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
4 |
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
4 |
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 |
4 |
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
4 |
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
4 |
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I |
4 |
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
4 |
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A |
4 |
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
4 |
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 |
4 |
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class |
4 |
Allianzgi Equity & Convertible Income Fund |
4 |
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
4 |
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
4 |
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
4 |
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
4 |
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
4 |
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
4 |
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
4 |
Mazama Capital Management Inc |
4 |
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF |
4 |
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
4 |
Blackstone / Gso Strategic Credit Fund |
4 |
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
4 |
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
4 |
Blackstone / Gso Long-short Credit Income Fund |
4 |
Blackstone / Gso Senior Floating Rate Term Fund |
4 |
Susquehanna Portfolio Strategies, LLC |
4 |
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
4 |
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A |
4 |
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
4 |
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
4 |
Bartlett & Co. Wealth Management Llc |
4 |
Argent Capital Management Llc |
4 |
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF |
4 |
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
4 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
4 |
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
4 |
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
4 |
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
4 |
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund |
4 |
Plato Investment Management Ltd |
4 |
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
4 |
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
4 |
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund |
4 |
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
4 |
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
4 |
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
4 |
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
4 |
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
4 |
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
4 |
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV |
4 |
Trust For Advisor Solutions |
4 |
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
4 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
4 |
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
4 |
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
4 |
Miles Capital, Inc. |
4 |
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
4 |
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
4 |
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
4 |
Transamerica Partners Portfolios |
4 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
4 |
Transamerica Partners Funds Group Ii |
4 |
Transamerica Partners Funds Group |
4 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
4 |
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 |
4 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
4 |
Special Opportunities Fund, Inc. |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
4 |
Sachetta, LLC |
4 |
Hanson & Doremus Investment Management |
4 |
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
4 |
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
4 |
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
4 |
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
4 |
Pinnacle Holdings, LLC |
4 |
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund |
4 |
HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF |
4 |
Oppenheimer Etf Trust |
4 |
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
4 |
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund |
4 |
Aviance Capital Management, Llc |
4 |
First Republic Investment Management, Inc. |
4 |
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
4 |
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
4 |
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
4 |
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. |
4 |
Cupps Capital Management, LLC |
4 |
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
4 |
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
4 |
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
4 |
Eaton Vance Floating-rate Income Trust |
4 |
Pnc Funds |
4 |
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
4 |
Global X Funds |
4 |
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
4 |
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
4 |
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
4 |
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
4 |
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
4 |
Dean Capital Management |
4 |
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
4 |
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class |
4 |
HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class |
4 |
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
4 |
Eaton Vance Senior Floating Rate Trust |
4 |
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
4 |
Walthausen & Co., LLC |
4 |
Rivernorth Capital Management, Llc |
4 |
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
4 |
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund |
4 |
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
4 |
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
4 |
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
4 |
Brandes Investment Partners, Lp |
4 |
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
4 |
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
4 |
Pittenger & Anderson Inc |
4 |
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund |
4 |
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
4 |
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional |
4 |
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
4 |
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
4 |
Wells Fargo Multi-sector Income Fund |
4 |
IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
4 |
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
4 |
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
4 |
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
4 |
Winton Diversified Opportunities Fund |
4 |
Calamos Global Total Return Fund |
4 |
Rakuten Securities, Inc. |
4 |
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
4 |
Dfa Investment Trust Co - The Dfa International Value Series |
4 |
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
4 |
Portolan Capital Management, LLC |
4 |
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
4 |
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
4 |
QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
4 |
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
4 |
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
4 |
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
4 |
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
4 |
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
4 |
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
4 |
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
4 |
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
4 |
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF |
4 |
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
4 |
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
4 |
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
4 |
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
4 |
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
4 |
Underlying Funds Trust |
4 |
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
4 |
Alpine Woods Capital Investors, Llc |
4 |
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class |
4 |
Monument Capital Management |
4 |
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
4 |
CenterStar Asset Management, LLC |
4 |
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class |
4 |
Crewe Advisors LLC |
4 |
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
4 |
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
4 |
Trust Point Inc. |
4 |
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
4 |
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
4 |
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
4 |
Kaizen Advisory, Llc |
4 |
Profunds - Profund Vp Ultramid-cap |
4 |
Profunds - Profund Vp Mid-cap Growth |
4 |
Profunds - Profund Vp Small-cap Value |
4 |
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
4 |
Merit Financial Group, LLC |
4 |
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
4 |
William Blair Investment Management, Llc |
4 |
Berman Capital Advisors, LLC |
4 |
Athanor Capital, Lp |
4 |
Financial Advocates Investment Management |
4 |
Brasada Capital Management, Lp |
4 |
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
4 |
Pacific View Asset Management, Llc |
4 |
Virtue Capital Management, LLC |
4 |
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
4 |
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
4 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
4 |
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
4 |
D L Carlson Investment Group Inc |
4 |
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
4 |
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
4 |
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares |
4 |
Nvwm, Llc |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
4 |
CLARET ASSET MANAGEMENT Corp |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
4 |
Blackstone / Gso Floating Rate Enhanced Income Fund |
4 |
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
4 |
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A |
4 |
Change Path, LLC |
4 |
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares |
4 |
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
4 |
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
3 |
REAP Financial Group, LLC |
3 |
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
3 |
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A |
3 |
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
3 |
Phoenix Holdings Ltd. |
3 |
Pendal Group Ltd |
3 |
Westover Capital Advisors, LLC |
3 |
Breithorn Capital Management |
3 |
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A |
3 |
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N |
3 |
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
3 |
BRSGX - BRIDGEWAY FUNDS INC - Small-Cap Growth Fund Class N |
3 |
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
3 |
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A |
3 |
Capital Bank & Trust Co |
3 |
Ashton Thomas Securities, Llc |
3 |
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
3 |
CR Intrinsic Investors, LLC |
3 |
Mesirow Financial Investment Management, Inc. |
3 |
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
3 |
OFSIX - ADVISORS SERIES TRUST - O'Shaughnessy Small Cap Value Fund Class I |
3 |
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
3 |
Bradley Foster & Sargent Inc/ct |
3 |
Andalusian Capital Partners, Lp |
3 |
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio |
3 |
CAREX - DOMINI INVESTMENT TRUST - Domini Sustainable Solutions Fund Investor Shares |
3 |
Pineridge Advisors LLC |
3 |
PCJ Investment Counsel Ltd. |
3 |
Ninepoint Partners LP |
3 |
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF |
3 |
BIGTX - Monteagle Funds - The Texas Fund Class I |
3 |
I.g. Investment Management, Ltd. |
3 |
AlphaOne Investment Services, LLC |
3 |
Anderson Hoagland & Co |
3 |
Cornerstone Investment Partners, LLC |
3 |
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
3 |
Weaver C. Barksdale & Associates, Inc. |
3 |
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
3 |
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A |
3 |
Unison Advisors LLC |
3 |
SVPIX - Profunds - Small-cap Value Profund Investor Class |
3 |
SG3 Management, LLC |
3 |
Hutchens Investment Management Inc |
3 |
Dreman Value Management, L L C |
3 |
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
3 |
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
3 |
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
3 |
Kovack Advisors, Inc. |
3 |
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
3 |
Davis Selected Advisers |
3 |
Ledyard National Bank |
3 |
Thornburg Investment Management Inc |
3 |
Live Your Vision, LLC |
3 |
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
3 |
Belvedere Trading LLC |
3 |
40 North Management LLC |
3 |
Advisor OS, LLC |
3 |
Quantedge Capital Pte Ltd |
3 |
John G Ullman & Associates Inc |
3 |
Knight Capital Group, Inc. |
3 |
Guinness Atkinson Asset Management Inc |
3 |
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ |
3 |
Longfellow Investment Management Co Llc |
3 |
Prosperity Financial Group, Inc. |
3 |
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
3 |
Guinness Asset Management LTD |
3 |
Lingohr & Partner Asset Management GmbH |
3 |
Ninety One UK Ltd |
3 |
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares |
3 |
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
3 |
SGPIX - Profunds - Small-cap Growth Profund Investor Class |
3 |
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
3 |
Hotchkis & Wiley Capital Management Llc |
3 |
Allianz Se |
3 |
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF |
3 |
Claymore Exchange-traded Fund Trust 2 |
3 |
Agf Management Ltd |
3 |
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund |
3 |
MLPIX - Profunds - Mid-cap Value Profund Investor Class |
3 |
Montag A & Associates Inc |
3 |
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E |
3 |
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
3 |
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
3 |
First Pacific Financial |
3 |
Arrow Financial Corp |
3 |
Steelhead Partners Llc |
3 |
Exencial Wealth Advisors, Llc |
3 |
Jackson Creek Investment Advisors LLC |
3 |
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
3 |
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
3 |
Motley Fool Asset Management LLC |
3 |
Founders Financial Alliance, LLC |
3 |
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF |
3 |
Ellsworth Growth & Income Fund Ltd |
3 |
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
3 |
Alpha Cubed Investments, LLC |
3 |
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
3 |
BSW Wealth Partners |
3 |
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
3 |
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
3 |
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional |
3 |
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
3 |
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
3 |
Senvest Management, LLC |
3 |
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
3 |
Rs Investment Management Co Llc |
3 |
Polaris Wealth Advisory Group, LLC |
3 |
Oarsman Capital, Inc. |
3 |
CTC Alternative Strategies, Ltd. |
3 |
Sage Mountain Advisors LLC |
3 |
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
3 |
Murchinson Ltd. |
3 |
Addison Advisors LLC |
3 |
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
3 |
Logan Capital Management Inc |
3 |
ORG Wealth Partners, LLC |
3 |
WASHINGTON TRUST Co |
3 |
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
3 |
Third Avenue Management Llc |
3 |
Groupama Asset Managment |
3 |
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. |
3 |
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
3 |
Leuthold Group, Llc |
3 |
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
3 |
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF |
3 |
Ellsworth Advisors, LLC |
3 |
Kaizen Financial Strategies |
3 |
Highline Wealth Partners Llc |
3 |
Axel Capital Management, LLC |
3 |
JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
3 |
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
3 |
Quentec Asset Management Llc |
3 |
Scoggin Management Lp |
3 |
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
3 |
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
3 |
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
3 |
Weiss Strategic Interval Fund |
3 |
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
3 |
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
3 |
Dialectic Capital Management, Lp |
3 |
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
3 |
Baker Tilly Financial, Llc |
3 |
Bruderman Asset Management, LLC |
3 |
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A |
3 |
Harvest Capital Strategies LLC |
3 |
Tobam |
3 |
Krilogy Financial LLC |
3 |
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
3 |
Modera Wealth Management, LLC |
3 |
Symmetry Investments LP |
3 |
Cannon Global Investment Management, LLC |
3 |
Perbak Capital Partners LLP |
3 |
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
3 |
CX Institutional |
3 |
Lebenthal Global Advisors, LLC |
3 |
Inspire Advisors, LLC |
3 |
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
3 |
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares |
3 |
Distillate Capital Partners LLC |
3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) |
3 |
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares |
3 |
Denali Advisors Llc |
3 |
Coatue Management Llc |
3 |
New England Research & Management, Inc. |
3 |
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
3 |
SummerHaven Investment Management, LLC |
3 |
Sittner & Nelson, Llc |
3 |
Indiana Trust & Investment Management CO |
3 |
Blackrock Core Bond Trust |
3 |
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF |
3 |
Interchange Capital Partners, LLC |
3 |
Gunderson Capital Management Inc. |
3 |
Wealthspring Capital LLC |
3 |
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 |
3 |
Aventail Capital Group, LP |
3 |
B & T Capital Management DBA Alpha Capital Management |
3 |
Kowal Investment Group, LLC |
3 |
Colonial River Wealth Management, LLC |
3 |
Retirement Group, LLC |
3 |
Personal Cfo Solutions, Llc |
3 |
NORTHERN FUNDS - U.S. Quality ESG Fund Class I |
3 |
Nicola Wealth Management Ltd. |
3 |
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund |
3 |
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
3 |
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
3 |
GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF |
3 |
GW&K Investment Management, LLC |
3 |
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 |
3 |
Delta Asset Management Llc/tn |
3 |
Nuveen Senior Income Fund |
3 |
Nuveen Floating Rate Income Fund |
3 |
Nuveen Floating Rate Income Opportunity Fund |
3 |
City Holding Co |
3 |
Malaga Cove Capital, LLC |
3 |
Nadler Financial Group, Inc. |
3 |
New Century Investment Management, Inc |
3 |
Nuveen Short Duration Credit Opportunities Fund |
3 |
Capstone Series Fund Inc |
3 |
Mindset Wealth Management, Llc |
3 |
Forte Capital Llc /adv |
3 |
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
3 |
Blue Bell Private Wealth Management, Llc |
3 |
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
3 |
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
3 |
Putnam Premier Income Trust |
3 |
Oakbrook Investments Llc |
3 |
Discovery Capital Management, Llc / Ct |
3 |
Winch Advisory Services, LLC |
3 |
Claraphi Advisory Network, LLC |
3 |
Nfj Investment Group, Llc |
3 |
Elevation Series Trust - RiverNorth Patriot ETF |
3 |
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A |
3 |
Cim, Llc |
3 |
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
3 |
Prudential Global Short Duration High Yield Fund, Inc. |
3 |
Mezzasalma Advisors, LLC |
3 |
Welch Capital Partners Llc/ny |
3 |
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
3 |
Cumberland Partners Ltd |
3 |
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A |
3 |
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
3 |
Caitlin John, LLC |
3 |
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF |
3 |
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF |
3 |
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
3 |
WHV Investments, Inc. |
3 |
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF |
3 |
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
3 |
PISMX - PRINCIPAL FUNDS INC - International Small Company Fund Institutional |
3 |
VCBDX - VALIC Co I - Core Bond Fund |
3 |
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
3 |
VVSGX - VALIC Co I - Small Cap Growth Fund |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
3 |
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
3 |
Allianzgi Diversified Income & Convertible Fund |
3 |
Rice Hall James & Associates, Llc |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
3 |
Atw Spac Management Llc |
3 |
Luxor Capital Group, LP |
3 |
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class |
3 |
JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
3 |
Icm Asset Management Inc/wa |
3 |
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund |
3 |
Intersect Capital LLC |
3 |
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
3 |
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF |
3 |
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF |
3 |
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
3 |
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
3 |
Alpine Associates Management Inc. |
3 |
New Harbor Financial Group, LLC |
3 |
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
3 |
Granite Investment Advisors, LLC |
3 |
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
3 |
CLMA - Tidal ETF Trust - iClima Global Decarbonization Transition Leaders ETF |
3 |
ENRG - Tidal ETF Trust - iClima Distributed Renewable Energy Transition Leaders ETF |
3 |
McElhenny Sheffield Capital Management, LLC |
3 |
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A |
3 |
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
3 |
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A |
3 |
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
3 |
Smith Group Asset Management, LLC |
3 |
Buckingham Strategic Wealth, Llc |
3 |
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 |
3 |
Canandaigua National Bank & Trust Co |
3 |
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
3 |
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
3 |
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
3 |
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
3 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 |
3 |
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares |
3 |
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares |
3 |
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C |
3 |
TIG Advisors, LLC |
3 |
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I |
3 |
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class |
3 |
Ranger Investment Management, L.P. |
3 |
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
3 |
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z |
3 |
DOZR - Direxion Shares ETF Trust - Direxion Daily US Infrastructure Bull 2X Shares |
3 |
Harvey Partners, LLC |
3 |
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
3 |
Nuveen Nasdaq 100 Dynamic Overwrite Fund |
3 |
CoreCommodity Management, LLC |
3 |
Gabelli Global Small & Mid Cap Value Trust |
3 |
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB |
3 |
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
3 |
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
3 |
Eaton Vance Floating-rate 2022 Target Term Trust |
3 |
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
3 |
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV |
3 |
Independence Bank of Kentucky |
3 |
Criterion Capital Management Llc |
3 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
3 |
LRT Capital Management, LLC |
3 |
Signition Lp |
3 |
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
3 |
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF |
3 |
Mount Lucas Management LP |
3 |
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
3 |
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF |
3 |
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A |
3 |
Eagle Global Advisors Llc |
3 |
Cooper Financial Group |
3 |
Zurich Insurance Group Ltd/FI |
3 |
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
3 |
Marietta Investment Partners Llc |
3 |
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A |
3 |
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A |
3 |
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A |
3 |
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A |
3 |
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
3 |
Gryphon Financial Partners LLC |
3 |
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A |
3 |
Gmt Capital Corp |
3 |
Wayfinding Financial, LLC |
3 |
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A |
3 |
Breton Hill Capital Ltd. |
3 |
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF |
3 |
Nuveen S&p 500 Dynamic Overwrite Fund |
3 |
Magee Thomson Investment Partners Llc |
3 |
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
3 |
IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV |
3 |
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB |
3 |
Absolute Capital Management, LLC |
3 |
Eaton Vance Senior Income Trust |
3 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
3 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
3 |
Carmel Capital Partners, LLC |
3 |
Polymer Capital Management (HK) LTD |
3 |
Peterson Wealth Services |
3 |
River & Mercantile Asset Management Llp |
3 |
Vigilant Capital Management, LLC |
3 |
Buckingham Strategic Partners |
3 |
Bridges Investment Management Inc |
3 |
Leap Investments Lp |
3 |
Confluence Wealth Services, Inc. |
3 |
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
3 |
Barometer Capital Management Inc. |
3 |
Gateway Investment Advisers Llc |
3 |
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
3 |
Sona Asset Management (us) Llc |
3 |
Financial Connections Group, Inc. |
3 |
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
3 |
Beacon Harbor Wealth Advisors, Inc. |
3 |
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
3 |
New Age Alpha Advisors, LLC |
3 |
St Germain D J Co Inc |
3 |
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
3 |
Guardian Wealth Advisors, Llc / Nc |
3 |
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A |
3 |
Principal Street Partners, LLC |
3 |
Peddock Capital Advisors, Llc |
3 |
ALTEX - FIRSTHAND FUNDS - Firsthand Alternative Energy Fund |
3 |
Farallon Capital Management Llc |
3 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
3 |
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
3 |
Mbb Public Markets I Llc |
3 |
Covalis Capital Llp |
3 |
Aspen Investment Management Inc |
3 |
Tilia Fiduciary Partners, Inc. |
3 |
Elequin Capital Lp |
3 |
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
3 |
Goodman Financial Corp |
3 |
Weber Alan W |
3 |
Ing Groep Nv |
3 |
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
3 |
Tyler-Stone Wealth Management |
3 |
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
3 |
Options Solutions, Llc |
3 |
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y |
3 |
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund |
3 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
3 |
ArrowMark Colorado Holdings LLC |
3 |
Psagot Value Holdings Ltd. / (Israel) |
3 |
G2 Investment Partners Management LLC |
3 |
American Funds Insurance Series |
3 |
Values First Advisors, Inc. |
3 |
OHIO NATIONAL FUND INC - ON International Equity Portfolio |
3 |
Genesee Valley Trust Co |
3 |
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
3 |
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
3 |
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
3 |
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
3 |
American Trust |
3 |
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
3 |
WUSAX - WANGER ADVISORS TRUST - Wanger USA |
3 |
BlackRock ETF Trust II - BlackRock Flexible Income ETF |
3 |
Advisor Partners Llc |
3 |
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
3 |
Next Financial Holdings |
3 |
Mutual Advisors, LLC |
3 |
DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A |
3 |
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
3 |
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF |
3 |
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
3 |
Botty Investors LLC |
3 |
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
3 |
Bamco Inc /ny/ |
3 |
Hazlett, Burt & Watson, Inc. |
3 |
BOCHK Asset Management Ltd |
3 |
Deprince Race & Zollo Inc |
3 |
Ballentine Partners, LLC |
3 |
Emerald Mutual Fund Advisers Trust |
3 |
Atria Wealth Solutions, Inc. |
3 |
Wasatch Advisors Inc |
3 |
Wakefield Asset Management LLLP |
3 |
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
3 |
Caz Investments Lp |
3 |
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF |
3 |
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
3 |
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class |
3 |
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund |
3 |
Fortaleza Asset Management Inc/ |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
3 |
X-Square Capital, LLC |
3 |
Beacon Capital Management, LLC |
3 |
Silver Capital Management Llc |
3 |
Beaird Harris Wealth Management, LLC |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class |
3 |
Great Valley Advisor Group, Inc. |
3 |
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
3 |
Shufro Rose & Co Llc |
3 |
Retirement Guys Formula Llc |
3 |
Triasima Portfolio Management inc. |
3 |
MERVX - MERGER FUND VL - The Merger Fund VL |
3 |
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
3 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I |
3 |
Financial Life Planners |
3 |
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
3 |
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
3 |
Rock Point Advisors, LLC |
3 |
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
3 |
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund |
3 |
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
3 |
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A |
3 |
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
3 |
Northpointe Capital Llc |
3 |
Pillar Pacific Capital Management Llc |
3 |
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
3 |
Sii Investments Inc/wi |
3 |
Kore Private Wealth LLC |
3 |
Falcon Point Capital, Llc |
3 |
Springbank Value Partners Lp |
3 |
Value Holdings Lp |
3 |
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M |
3 |
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF |
3 |
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
3 |
Washington Capital Management Inc |
3 |
Regents Gate Capital LLP |
3 |
Burt Wealth Advisors |
3 |
BTC Capital Management, Inc. |
3 |
Goelzer Investment Management, Inc. |
3 |
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
3 |
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
3 |
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
3 |
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
3 |
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S |
3 |
Stonebridge Financial Group, LLC |
3 |
Clear Harbor Asset Management, LLC |
3 |
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
3 |
Grandeur Peak Global Advisors, LLC |
3 |
GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
3 |
Machina Capital S.a.s. |
3 |
Sierra Ocean, Llc |
3 |
KDIV - Krane Shares Trust - KraneShares S&P Pan Asia Dividend Aristocrats Index ETF |
3 |
Bank of Jackson Hole Trust |
3 |
Capital & Planning, Llc |
3 |
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
3 |
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
3 |
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF |
3 |
Armstrong Advisory Group, Inc |
3 |
Gallacher Capital Management LLC |
3 |
Trifecta Capital Advisors, LLC |
3 |
Fiduciary Alliance LLC |
3 |
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
3 |
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
3 |
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
3 |
Minichmacgregor Wealth Management, Llc |
3 |
Colonial Trust Advisors |
3 |
Icon Wealth Advisors, LLC |
3 |
Columbia Wanger Asset Management Llc |
3 |
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF |
3 |
Friedberg Investment Management |
3 |
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
3 |
Rathbone Brothers plc |
3 |
Mendota Financial Group, LLC |
3 |
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
3 |
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
3 |
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF |
3 |
Bleakley Financial Group, LLC |
3 |
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
3 |
Equitec Specialists, Llc |
3 |
Steadfast Capital Management Lp |
3 |
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
3 |
Heritage Wealth Advisors |
3 |
Barrett Asset Management, LLC |
3 |
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares |
3 |
NJ State Employees Deferred Compensation Plan |
3 |
VSR Financial Services, Inc. |
3 |
Whipplewood Advisors, LLC |
3 |
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
3 |
BOK Financial Private Wealth, Inc. |
3 |
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
3 |
Insigneo Advisory Services, Llc |
3 |
Kings Point Capital Management |
3 |
Oversea-Chinese Banking CORP Ltd |
3 |
Gluskin Sheff & Assoc Inc |
3 |
Park Place Capital Corp |
3 |
Delphi Management Inc /ma/ |
3 |
Profunds - Profund Vp Small-cap Growth |
3 |
Pentwater Capital Management LP |
3 |
Napier Park Global Capital (US) LP |
3 |
Forward Management, LLC |
3 |
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
3 |
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I |
3 |
Mizuho Asset Management Co.,Ltd. |
3 |
First Washington CORP |
3 |
Numerai GP LLC |
3 |
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF |
3 |
Fortis Capital Advisors, LLC |
3 |
NEOS Investment Management LLC |
3 |
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
3 |
Outfitter Advisors, Ltd. |
3 |
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares |
3 |
Andor Capital Management, L.l.c. |
3 |
Readystate Asset Management Lp |
3 |
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class |
3 |
Cookson Peirce & Co Inc |
3 |
Phocas Financial Corp. |
3 |
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
3 |
Beech Hill Advisors, Inc. |
3 |
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund |
3 |
Progressive Investment Management Corp |
3 |
VR Advisory Services Ltd |
3 |
Meeder Advisory Services, Inc. |
3 |
Woodmont Investment Counsel Llc |
3 |
River Road Asset Management, LLC |
3 |
Vertex One Asset Management Inc. |
3 |
Profunds - Profund Vp Mid-cap Value |
3 |
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
3 |
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class |
3 |
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class |
3 |
Castleview Partners, Llc |
3 |
Ausbil Investment Management Ltd |
3 |
Dorsey & Whitney Trust CO LLC |
3 |
Kiker Wealth Management, LLC |
3 |
Hc Financial Advisors Inc |
3 |
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
3 |
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
3 |
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
3 |
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio |
3 |
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional |
3 |
Advisors Capital Management, LLC |
3 |
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio |
3 |
RMB Capital Management, LLC |
3 |
Cypress Capital, LLC |
3 |
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
3 |
TEXN - iSHARES TRUST - iShares Texas Equity ETF |
3 |
Arlington Trust Co LLC |
3 |
Manchester Financial Inc |
3 |
Qtron Investments LLC |
3 |
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
3 |
Linden Thomas Advisory Services, LLC |
3 |
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
3 |
Brendel Financial Advisors LLC |
3 |
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class |
3 |
Acuitas Investments, LLC |
3 |
Epoch Investment Partners, Inc. |
3 |
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A |
3 |
Guggenheim Strategic Opportunities Fund |
3 |
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K |
3 |
Credential Qtrade Securities Inc. |
3 |
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A |
3 |
RNEW - VanEck ETF Trust - VanEck Green Infrastructure ETF |
3 |
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
3 |
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
3 |
Scepter Holdings, Inc. |
3 |
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
3 |
Vanguard Convertible Securities Fund |
3 |
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
3 |
Axiom International Investors Llc /de |
3 |
Private Wealth Management Group, LLC |
3 |
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
3 |
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF |
3 |
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF |
3 |
Eaton Vance Floating-rate Income Plus Fund |
3 |
Gerstein Fisher |
3 |
NDVR, Inc. |
3 |
Prudential Short Duration High Yield Fund, Inc. |
3 |
Nokomis Capital, L.L.C. |
3 |
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
3 |
Calamos Wealth Management LLC |
3 |
Claro Advisors LLC |
3 |
Acrisure Capital Management, LLC |
3 |
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
3 |
VisionPoint Advisory Group, LLC |
3 |
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
3 |
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
3 |
Moneta Group Investment Advisors Llc |
3 |
JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF |
3 |
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF |
3 |
Kane Investment Management, Inc. |
3 |
Rossby Financial, LCC |
3 |
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund |
3 |
TASCX - THIRD AVENUE TRUST - THIRD AVENUE SMALL-CAP VALUE FUND Institutional Class |
3 |
Security National Trust Co |
3 |
Moody Lynn & Lieberson, Llc |
3 |
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class |
3 |
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
3 |
Chelsea Counsel Co |
3 |
Nissay Asset Management Corp /japan/ /adv |
3 |
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
3 |
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
3 |
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares |
3 |
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional |
3 |
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
3 |
Patten & Patten Inc/tn |
3 |
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF |
3 |
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
3 |
Grey Street Capital, LLC |
3 |
PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional |
3 |
Community Bank, N.A. |
3 |
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
3 |
Northwest Financial Advisors |
3 |
Strategic Blueprint, LLC |
3 |
Avalon Trust Co |
3 |
Miracle Mile Advisors, LLC |
3 |
Vinva Investment Management Ltd |
3 |
Carnegie Capital Asset Management, LLC |
3 |
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
3 |
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
3 |
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class |
3 |
AJOVista, LLC |
3 |
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
3 |
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
3 |
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
3 |
Global Income Builder Portfolio - Global Income Builder Portfolio |
3 |
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
3 |
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
3 |
Quantessence Capital LLC |
3 |
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A |
3 |
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
3 |
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
3 |
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
3 |
Artisan Partners Limited Partnership |
3 |
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF |
3 |
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
3 |
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
3 |
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity |
3 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
3 |
Princeton Capital Management Llc |
3 |
Dfa Investment Trust Co - The U.s. Large Cap Value Series |
3 |
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund |
3 |
Bayforest Capital Ltd |
3 |
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A |
3 |
High Income Opportunities Portfolio - High Income Opportunities Portfolio |
3 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
3 |
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF |
3 |
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
3 |
Fortem Financial Group, Llc |
3 |
First Trust High Income Long/short Fund |
3 |
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A |
3 |
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
3 |
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
3 |
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
3 |
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
3 |
Measured Wealth Private Client Group, LLC |
3 |
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
3 |
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
3 |
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
3 |
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund |
3 |
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
3 |
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
3 |
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
3 |
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
3 |
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
3 |
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A |
3 |
Gilliland Jeter Wealth Management LLC |
3 |
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
3 |
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
3 |
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
3 |
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
3 |
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund |
3 |
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund |
3 |
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
3 |
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
3 |
Investment Management Of Virginia Llc |
3 |
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
3 |
Ostrum Asset Management |
3 |
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
3 |
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund |
3 |
Kilter Group LLC |
3 |
Formidable Asset Management, LLC |
3 |
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A |
3 |
Ossiam |
3 |
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES |
3 |
Alera Investment Advisors, LLC |
3 |
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
3 |
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
3 |
Thoroughbred Financial Services, Llc |
3 |
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A |
3 |
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
3 |
Marshall & Sterling Wealth Advisors Inc. |
3 |
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class |
3 |
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
3 |
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
3 |
Hedeker Wealth, LLC |
3 |
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
3 |
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class |
3 |
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund |
3 |
Cowen Prime Services LLC |
3 |
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A |
3 |
Atomi Financial Group, Inc. |
3 |
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
3 |
Twin Capital Management Inc |
3 |
Syon Capital Llc |
3 |
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
3 |
Blackrock Floating Rate Income Trust |
3 |
Blackrock Credit Allocation Income Trust |
3 |
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
3 |
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
3 |
Rivernorth Opportunities Fund, Inc. |
3 |
Blackrock Multi-sector Income Trust |
3 |
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
3 |
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
3 |
Arnhold LLC |
3 |
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
3 |
Impact Partnership Wealth, LLC |
3 |
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class |
3 |
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I |
3 |
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
3 |
Cetera Trust Company, N.A |
3 |
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
3 |
EA Series Trust |
3 |
Ares Dynamic Credit Allocation Fund, Inc. |
3 |
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
3 |
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
3 |
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 |
3 |
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
3 |
Wilmington Trust Co |
3 |
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class |
3 |
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
3 |
Tema Etfs Llc |
3 |
Acorn Wealth Advisors, LLC |
3 |
Freestone Grove Partners LP |
3 |
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
3 |
Wells Fargo Income Opportunities Fund |
3 |
Mariner Investment Group Llc |
3 |
ALPS ETF Trust - ALPS Electrification Infrastructure ETF |
3 |
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
3 |
Solstein Capital, LLC |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
3 |
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund |
3 |
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
3 |
Greenline Partners, LLC |
3 |
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
3 |
Columbia Partners L L C Investment Management |
3 |
PACIFIC SELECT FUND - Developing Growth Portfolio Class I |
3 |
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
3 |
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
3 |
Robertson Stephens Wealth Management, LLC |
3 |
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
3 |
First Sabrepoint Capital Management Lp |
3 |
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
3 |
Dfa Investment Trust Co - The Japanese Small Company Series |
3 |
Norden Group Llc |
3 |
Gallo Partners, LP |
3 |
Bancroft Fund Ltd |
3 |
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
3 |
PACIFIC SELECT FUND - Core Income Portfolio Class I |
3 |
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
3 |
Wetzel Investment Advisors, Inc. |
3 |
Calamos Strategic Total Return Fund |
3 |
Cambridge Trust Co |
3 |
Pin Oak Investment Advisors Inc |
3 |
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF |
3 |
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
3 |
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I |
3 |
Insight Wealth Strategies, LLC |
3 |
Lecap Asset Management Ltd |
3 |
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
3 |
Round Table Investment Management Company, Lp |
3 |
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
3 |
Cantab Capital Partners LLP |
3 |
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
3 |
Hm Payson & Co |
3 |
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N |
3 |
JIHDX - John Hancock Funds II - High Yield Fund Class 1 |
3 |
Zions Bancorporation, National Association /ut/ |
3 |
Condor Capital Management |
3 |
Clearline Capital LP |
3 |
Fort Point Capital Partners LLC |
3 |
JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
3 |
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
3 |
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
3 |
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
3 |
Advance Capital I Inc |
3 |
Green Arrow Capital Management Llc |
3 |
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A |
3 |
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional |
3 |
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
3 |
ARS Investment Partners, LLC |
3 |
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
3 |
Capula Management Ltd |
3 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio |
3 |
Financial Engines Advisors L.L.C. |
3 |
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio |
3 |
City National Bank |
3 |
Nations Financial Group Inc, /ia/ /adv |
3 |
Premier Fund Managers Ltd |
3 |
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
3 |
Dai-ichi Life Holdings, Inc. |
3 |
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares |
3 |
Silver Rock Financial LP |
3 |
Union Point Advisors, LLC |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
3 |
Bluestein R H & Co |
3 |
Associated Banc-corp |
3 |
Dfa Investment Dimensions Group Inc - Va International Value Portfolio |
3 |
Engine Capital Management, LP |
3 |
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
3 |
Certified Advisory Corp |
3 |
AGF Investments America Inc. |
3 |
Placemark Investments, Inc. |
3 |
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
3 |
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
3 |
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
3 |
Aurora Investment Counsel |
3 |
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
3 |
Virtus Investment Advisers, Inc. |
3 |
Gary Goldberg Planning Services Inc |
3 |
MML Series Investment Fund II - MML Equity Fund Initial Class |
3 |
Worldquant Millennium Advisors Llc |
3 |
Thurston, Springer, Miller, Herd & Titak, Inc. |
3 |
Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
3 |
Stifel Nicolaus & Co Inc \mo\ |
3 |
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL |
3 |
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
3 |
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
3 |
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
3 |
Equitable Trust Co |
3 |
Annis Gardner Whiting Capital Advisors, LLC |
3 |
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
3 |
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
3 |
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
3 |
PSCI - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Industrials ETF |
3 |
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
3 |
Symmetry Peak Management Llc |
3 |
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC |
3 |
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
3 |
SMRI - EA Series Trust - Bushido Capital US Equity ETF |
3 |
Binnacle Investments Inc |
3 |
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. |
3 |
Bronson Point Management LLC |
3 |
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
3 |
FPSVX - FRONTIER FUNDS, INC. - Frontier Phocas Small Cap Value Fund Institutional Class |
3 |
CCMG - EA Series Trust - CCM Global Equity ETF |
3 |
Man Investments Ltd |
3 |
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF |
3 |
Strategic Investment Management, Llc |
3 |
Lombard Odier Asset Management (Europe) Ltd |
3 |
Lombard Odier Asset Management (Switzerland) SA |
3 |
Kovitz Investment Group Partners, LLC |
3 |
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class |
3 |
Kayne Anderson Rudnick Investment Management Llc |
3 |
Hatteras Funds, LLC |
3 |
SIR Capital Management, L.P. |
3 |
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
3 |
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I |
3 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 |
3 |
Atika Capital Management LLC |
3 |
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
3 |
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
3 |
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
3 |
Formula Growth Ltd |
3 |
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A |
3 |
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
3 |
Triad Wealth Partners, LLC |
3 |
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
3 |
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class |
3 |
Virtus ETF Advisers LLC |
3 |
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
3 |
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
3 |
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
3 |
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class |
3 |
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares |
3 |
Scoria Capital Partners LP |
3 |
Polar Capital LLP |
3 |
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
3 |
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
3 |
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
3 |
Bloom Tree Partners, Llc |
3 |
Encompass Capital Advisors LLC |
3 |
Bowen Hanes & Co Inc |
3 |
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
3 |
Dynamic Capital Management Ltd |
3 |
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A |
3 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
3 |
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A |
3 |
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A |
3 |
Ibex Wealth Advisors |
3 |
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A |
3 |
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A |
3 |
Connecticut Wealth Management, LLC |
3 |
Beaconlight Capital, Llc |
3 |
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II |
3 |
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H |
3 |
Pinkerton Retirement Specialists, LLC |
3 |
Capital Asset Advisory Services LLC |
3 |
Integrated Investment Consultants, LLC |
3 |
SkyOak Wealth, LLC |
3 |
RPg Family Wealth Advisory, LLC |
3 |
Pacifica Partners Inc. |
3 |
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
3 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
3 |
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio |
3 |
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
3 |
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class |
3 |
Venture Visionary Partners LLC |
3 |
Domini Social Investments Llc |
3 |
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
3 |
Amplify ETF Trust - Amplify AI Powered Equity ETF |
3 |
Bolton Lp |
3 |
Simon Quick Advisors, Llc |
3 |
Integrated Advisors Network LLC |
3 |
Steadfast Advisors Lp |
3 |
Institute for Wealth Management, LLC. |
3 |
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
3 |
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class |
3 |
Quaker Wealth Management, LLC |
3 |
AGF Investments LLC |
3 |
1060 Capital, LLC |
3 |
RK Capital Management, LLC |
3 |
De Burlo Group Inc |
3 |
True Bearing Asset Management LP |
3 |
Lord Abbett Credit Opportunities Fund |
3 |
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio |
3 |
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
3 |
STXM - EA Series Trust - Strive Mid-Cap ETF |
3 |
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
3 |
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
3 |
Islay Capital Management, Llc |
3 |
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
3 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
3 |
Stone House Investment Management, LLC |
3 |
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF |
3 |
Key FInancial Inc |
3 |
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
3 |
Cooper Creek Partners Management Llc |
3 |
Howard Hughes Medical Institute |
3 |
Coastal Capital Group, Inc. |
3 |
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
3 |
Vaughan Nelson Investment Management, L.p. |
3 |
Lloyd Advisory Services, LLC. |
3 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
3 |
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
3 |
Millrace Asset Group, Inc. |
3 |
Glenview Trust Co |
3 |
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
3 |
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
3 |
New Vernon Capital Holdings II LLC |
3 |
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
3 |
Abn Amro Investment Solutions |
3 |
Polianta Ltd |
3 |
NorthRock Partners, LLC |
3 |
L2 Asset Management, LLC |
3 |
Parcion Private Wealth LLC |
3 |
NWK Group, Inc. |
3 |
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
3 |
Wilbanks Smith & Thomas Asset Management Llc |
3 |
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund |
3 |
Kathmere Capital Management, LLC |
3 |
Covenant Asset Management, LLC |
3 |
Symmetry Partners, LLC |
3 |
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
3 |
Americana Partners, LLC |
3 |
Advantage Alpha Capital Partners LP |
3 |
Column Capital Advisors, LLC |
3 |
Woodline Partners LP |
3 |
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional |
3 |
Archford Capital Strategies, LLC |
3 |
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
3 |
Gideon Capital Advisors, Inc. |
3 |
Matarin Capital Management, LLC |
3 |
Tradeworx Inc. |
3 |
Tradewinds Global Investors, LLC |
3 |
Adviser Investments LLC |
3 |
Overland Advisors, LLC |
3 |
Hilltop Park Associates LLC |
3 |
Meridian Wealth Partners, LLC |
3 |
Exane Asset Management |
3 |
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
3 |
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) |
3 |
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
3 |
Andra AP-fonden |
3 |
Old Second National Bank Of Aurora |
3 |
Great Lakes Retirement, Inc. |
3 |
CVA Family Office, LLC |
3 |
Mn Services Vermogensbeheer B.V. |
3 |
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
3 |
Transcend Wealth Collective, Llc |
3 |
FSA Wealth Management LLC |
3 |
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A |
3 |
Kelly Financial Services LLC |
3 |
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
3 |
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
3 |
Point72 Europe (London) LLP |
3 |
Dunhill Financial, LLC |
3 |
Mizuho Trust & Banking Co., Ltd. |
3 |
Verus Capital Partners, Llc |
3 |
RPG Investment Advisory, LLC |
3 |
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF |
3 |
Handelsinvest Investeringsforvaltning |
3 |
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares |
3 |
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class |
3 |
JNBA Financial Advisors |
3 |
State of New Jersey Common Pension Fund A |
3 |
22nw, Lp |
3 |
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
3 |
Neuburgh Advisers LLC |
3 |
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
3 |
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
3 |
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A |
3 |
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C |
3 |
Virginia Retirement System |
3 |
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
3 |
Alliancebernstein Global High Income Fund Inc |
3 |
Daiwa Capital Markets America Inc. |
3 |
Sanders Morris Harris Llc |
3 |
Foresters Investment Management Company, Inc. |
3 |
Symphony Financial, Ltd. Co. |
3 |
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
3 |
Gabelli Equity Series Funds Inc |
3 |
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A |
3 |
Bank Julius Baer & Co. Ltd, Zurich |
3 |
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF |
3 |
Calvert Impact Fund Inc |
3 |
Signia Capital Management Llc |
3 |
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
3 |
Frontier Wealth Management LLC |
3 |
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
3 |
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I |
3 |
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A |
3 |
Boston Private Bank & Trust Co |
3 |
Rsm Us Wealth Management Llc |
3 |
SummitTX Capital, L.P. |
3 |
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N |
3 |
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
3 |
McNamara Financial Services, Inc. |
3 |
Accent Capital Management, LLC |
3 |
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
3 |
Omnia Family Wealth, LLC |
3 |
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A |
3 |
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
3 |
HWG Holdings LP |
3 |
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
3 |
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A |
3 |
Ridgewood Investments LLC |
3 |
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF |
3 |
SpiderRock Advisors, LLC |
3 |
Richardson Financial Services Inc. |
3 |
AIEQ - ETF Managers Trust - AI Powered Equity ETF |
3 |
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A |
3 |
Apriem Advisors |
3 |
Jat Capital Management, L.p. |
3 |
Kings Path Partners LLC |
3 |
Putnam Master Intermediate Income Trust |
3 |
Westside Investment Management, Inc. |
3 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
3 |
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
3 |
Mraz, Amerine & Associates, Inc. |
3 |
MARSHALL WACE ASIA Ltd |
3 |
Sterling Investment Advisors, Ltd. |
3 |
Keeley-Teton Advisors, LLC |
3 |
Greenwood Capital Associates Llc |
3 |
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF |
3 |
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund |
3 |
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
3 |
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF |
3 |
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF |
3 |
Van Den Berg Management I, Inc |
3 |
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class |
3 |
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I |
3 |
Hollow Brook Wealth Management LLC |
3 |
Evermay Wealth Management Llc |
3 |
Cary Street Partner Investment Advisory Llc |
3 |
Caxton Associates Llp |
3 |
LVW Advisors, LLC |
3 |
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class |
3 |
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
3 |
Piermont Capital Management LLC |
3 |
Banco Bilbao Vizcaya Argentaria, S.a. |
3 |
Kiwi Wealth Investments Limited Partnership |
3 |
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
3 |
Geneva Partners, LLC |
3 |
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I |
3 |