Morgan Stanley |
86 |
UBS Group AG |
85 |
Bank Of America Corp /de/ |
84 |
Wells Fargo & Company/mn |
82 |
Proequities, Inc. |
80 |
Tower Research Capital LLC (TRC) |
80 |
Royal Bank Of Canada |
80 |
Geode Capital Management, Llc |
79 |
Citadel Advisors Llc |
78 |
Barclays Plc |
77 |
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
77 |
Vanguard Group Inc |
77 |
Jpmorgan Chase & Co |
77 |
Susquehanna International Group, Llp |
76 |
Millennium Management Llc |
76 |
Goldman Sachs Group Inc |
76 |
Deutsche Bank Ag\ |
75 |
Citigroup Inc |
74 |
BlackRock, Inc. |
74 |
Renaissance Technologies Llc |
74 |
Northern Trust Corp |
73 |
State Street Corp |
70 |
Bank of New York Mellon Corp |
70 |
Fmr Llc |
69 |
Bnp Paribas Arbitrage, Sa |
66 |
Pnc Financial Services Group, Inc. |
65 |
American International Group, Inc. |
65 |
SG Americas Securities, LLC |
65 |
D. E. Shaw & Co., Inc. |
64 |
Us Bancorp \de\ |
64 |
Invesco Ltd. |
64 |
Bank Of Montreal /can/ |
64 |
New York State Common Retirement Fund |
64 |
Dimensional Fund Advisors Lp |
64 |
Jane Street Group, Llc |
63 |
Manufacturers Life Insurance Company, The |
63 |
Credit Suisse Ag/ |
63 |
Prelude Capital Management, Llc |
62 |
Charles Schwab Investment Management Inc |
62 |
Aqr Capital Management Llc |
61 |
California State Teachers Retirement System |
61 |
Two Sigma Investments, Lp |
61 |
Acadian Asset Management Llc |
61 |
BlackRock Investment Management, LLC |
60 |
Russell Investments Group, Ltd. |
60 |
Two Sigma Advisers, Lp |
60 |
Ameriprise Financial Inc |
60 |
BlackRock Fund Advisors |
60 |
IFP Advisors, Inc |
60 |
Group One Trading, L.p. |
59 |
Simplex Trading, Llc |
59 |
Legal & General Group Plc |
58 |
Alliancebernstein L.p. |
58 |
Gsa Capital Partners Llp |
58 |
Panagora Asset Management Inc |
58 |
Marshall Wace, Llp |
57 |
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
57 |
Bridgeway Capital Management Inc |
57 |
Macquarie Group Ltd |
57 |
Cubist Systematic Strategies, LLC |
57 |
BlackRock Institutional Trust Company, N.A. |
57 |
PDT Partners, LLC |
57 |
Northwestern Mutual Wealth Management Co |
57 |
California Public Employees Retirement System |
57 |
Advisor Group Holdings, Inc. |
57 |
Rhumbline Advisers |
57 |
Parametric Portfolio Associates Llc |
56 |
BlackRock Advisors LLC |
56 |
Creative Planning |
56 |
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
56 |
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
55 |
Walleye Trading LLC |
55 |
Virtu Financial LLC |
55 |
Wolverine Trading, Llc |
54 |
Cutler Group LP |
54 |
Sei Investments Co |
54 |
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
54 |
Victory Capital Management Inc |
54 |
Squarepoint Ops LLC |
54 |
Raymond James & Associates |
53 |
Wellington Management Group Llp |
53 |
Parallax Volatility Advisers, L.P. |
53 |
Arrowstreet Capital, Limited Partnership |
53 |
Tiaa Cref Investment Management Llc |
53 |
Nuveen Asset Management, LLC |
53 |
Teachers Advisors, Llc |
53 |
Ubs Asset Management Americas Inc |
53 |
Nationwide Fund Advisors |
53 |
Ladenburg Thalmann Financial Services Inc |
53 |
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
52 |
Metropolitan Life Insurance Co/ny |
52 |
Jefferies Group LLC |
52 |
Paloma Partners Management Co |
52 |
Cwm, Llc |
52 |
Dynamic Technology Lab Private Ltd |
52 |
Ameritas Investment Partners, Inc. |
52 |
Kcg Holdings, Inc. |
52 |
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
52 |
Russell Frank Co/ |
52 |
Bessemer Group Inc |
51 |
Price T Rowe Associates Inc /md/ |
51 |
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
51 |
Ubs Ag |
51 |
O'shaughnessy Asset Management, Llc |
51 |
Norges Bank |
51 |
Trexquant Investment LP |
51 |
BlackRock Group LTD |
50 |
Strs Ohio |
50 |
Landscape Capital Management, L.l.c. |
50 |
Envestnet Asset Management Inc |
50 |
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
50 |
Prudential Financial Inc |
49 |
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
49 |
Comerica Bank |
49 |
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
49 |
Swiss National Bank |
49 |
Voya Investment Management Llc |
49 |
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
49 |
Balyasny Asset Management Llc |
49 |
Tudor Investment Corp Et Al |
49 |
Boothbay Fund Management, Llc |
49 |
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
49 |
PEAK6 Investments, L.P. |
49 |
American Century Companies Inc |
49 |
Oxford Asset Management Llp |
48 |
Verition Fund Management LLC |
48 |
A.R.T. Advisors, LLC |
48 |
Quantbot Technologies LP |
48 |
Federated Hermes, Inc. |
48 |
Engineers Gate Manager LP |
48 |
Wolverine Asset Management Llc |
48 |
Hrt Financial Lp |
48 |
First Trust Advisors Lp |
48 |
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
48 |
Driehaus Capital Management Llc |
48 |
Schonfeld Strategic Advisors LLC |
47 |
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
47 |
Advisory Services Network, LLC |
47 |
Huntington National Bank |
47 |
Stifel Financial Corp |
47 |
Fifth Third Bancorp |
47 |
Captrust Financial Advisors |
46 |
Hsbc Holdings Plc |
46 |
Jacobs Levy Equity Management, Inc |
45 |
Walleye Capital LLC |
45 |
State Board Of Administration Of Florida Retirement System |
45 |
Allianz Asset Management GmbH |
45 |
Meeder Asset Management Inc |
45 |
Highbridge Capital Management Llc |
45 |
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
45 |
Neuberger Berman Group LLC |
45 |
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
45 |
Teacher Retirement System Of Texas |
45 |
Thrivent Financial For Lutherans |
45 |
Advisor Group, Inc. |
45 |
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
45 |
Point72 Asset Management, L.P. |
45 |
Zurcher Kantonalbank (Zurich Cantonalbank) |
44 |
Man Group plc |
44 |
LPL Financial LLC |
44 |
Great West Life Assurance Co /can/ |
44 |
Fuller & Thaler Asset Management, Inc. |
44 |
Tfs Capital Llc |
44 |
Amalgamated Bank |
44 |
Sterling Capital Management LLC |
44 |
Ancora Advisors, LLC |
44 |
MetLife Investment Management, LLC |
44 |
EAM Investors, LLC |
44 |
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
44 |
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
44 |
Nomura Holdings Inc |
44 |
Acrospire Investment Management LLC |
44 |
Point72 Hong Kong Ltd |
43 |
Ellington Management Group Llc |
43 |
Martingale Asset Management L P |
43 |
Qube Research & Technologies Ltd |
43 |
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
43 |
Nisa Investment Advisors, Llc |
43 |
Franklin Resources Inc |
43 |
Quadrant Capital Group Llc |
43 |
Connor, Clark & Lunn Investment Management Ltd. |
43 |
Menta Capital Llc |
43 |
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
43 |
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
43 |
Spark Investment Management LLC |
42 |
Parkside Financial Bank & Trust |
42 |
Lazard Asset Management Llc |
42 |
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
42 |
Laurion Capital Management LP |
42 |
Signaturefd, Llc |
42 |
Parallel Advisors, LLC |
42 |
Guggenheim Capital Llc |
42 |
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
42 |
Emerald Acquisition Ltd. |
42 |
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
42 |
MetLife Securities, Inc |
42 |
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
42 |
Magnetar Financial LLC |
42 |
Principal Financial Group Inc |
41 |
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
41 |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
41 |
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
41 |
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
41 |
State Of Wisconsin Investment Board |
41 |
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
41 |
Two Sigma Securities, Llc |
41 |
Lord, Abbett & Co. Llc |
41 |
Polar Asset Management Partners Inc. |
41 |
Public Employees Retirement System Of Ohio |
41 |
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
41 |
Spot Trading L.L.C |
41 |
Quadrature Capital Ltd |
41 |
ProShare Advisors LLC |
40 |
ExodusPoint Capital Management, LP |
40 |
Aperio Group, LLC |
40 |
Allworth Financial LP |
40 |
RidgeWorth Capital Management LLC |
40 |
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
40 |
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
40 |
Raymond James Financial Inc |
40 |
Numeric Investors Llc |
40 |
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
40 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
40 |
Los Angeles Capital Management Llc |
40 |
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
40 |
Piedmont Investment Advisors Llc |
39 |
IWV - iSHARES TRUST - iShares Russell 3000 ETF |
39 |
Penserra Capital Management LLC |
39 |
Putnam Investments Llc |
39 |
New York State Teachers Retirement System |
39 |
Axa S.a. |
39 |
Clear Street Markets Llc |
39 |
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
39 |
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
39 |
Stevens Capital Management Lp |
39 |
FNY Investment Advisers, LLC |
39 |
Glenmede Trust Co Na |
39 |
Marshall Wace North America L.P. |
39 |
XTX Topco Ltd |
39 |
Royce & Associates Lp |
39 |
Managed Account Advisors Llc |
39 |
Algert Global Llc |
39 |
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
38 |
Canada Pension Plan Investment Board |
38 |
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
38 |
EverSource Wealth Advisors, LLC |
38 |
BlueCrest Capital Management Ltd |
38 |
HighTower Advisors, LLC |
38 |
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
38 |
Jump Financial, LLC |
38 |
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
38 |
Allspring Global Investments Holdings, LLC |
38 |
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
38 |
Lombard Odier Asset Management (USA) Corp |
38 |
PEAK6 Investments LLC |
38 |
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
38 |
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
38 |
Bayesian Capital Management, LP |
38 |
MUFG Americas Holdings Corp |
38 |
Gotham Asset Management, LLC |
37 |
Raymond James Financial Services Advisors, Inc. |
37 |
Pacer Advisors, Inc. |
37 |
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
37 |
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
37 |
Assetmark, Inc |
37 |
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
37 |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
37 |
PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
37 |
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
37 |
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
37 |
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
37 |
BlackRock Japan Co. Ltd |
37 |
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
37 |
Winton Capital Group Ltd |
37 |
Teachers Retirement System Of The State Of Kentucky |
37 |
J. Goldman & Co LP |
36 |
Stratos Wealth Partners, LTD. |
36 |
First Horizon Advisors, Inc. |
36 |
ClariVest Asset Management LLC |
36 |
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
36 |
Oppenheimer Asset Management Inc. |
36 |
College Retirement Equities Fund |
36 |
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
36 |
Hudson Bay Capital Management LP |
36 |
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
36 |
Hutchin Hill Capital, LP |
36 |
Cornerstone Capital Management Holdings Llc. |
36 |
Jones Financial Companies Lllp |
36 |
Oppenheimer Funds Inc |
36 |
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
36 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
36 |
Capstone Investment Advisors, Llc |
36 |
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
36 |
Municipal Employees' Retirement System of Michigan |
36 |
Alpine Global Management, LLC |
36 |
Versant Capital Management, Inc |
36 |
Rockefeller Capital Management L.P. |
36 |
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
36 |
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
36 |
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
36 |
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
36 |
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
36 |
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
36 |
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
35 |
Principal Funds Inc |
35 |
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
35 |
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
35 |
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
35 |
Capital Fund Management S.a. |
35 |
Occudo Quantitative Strategies Lp |
35 |
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
35 |
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
35 |
AdvisorShares Investments LLC |
35 |
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
35 |
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
35 |
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
35 |
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
35 |
Airain ltd |
35 |
Wealthspire Advisors, L.P. |
35 |
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
35 |
Nuveen, LLC |
35 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
35 |
Massmutual Trust Co Fsb/adv |
35 |
EATZ - AdvisorShares Trust - AdvisorShares Restaurant ETF |
35 |
Arizona State Retirement System |
35 |
State of Tennessee, Treasury Department |
35 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
35 |
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
35 |
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
35 |
Hbk Investments L P |
35 |
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
35 |
Janney Montgomery Scott LLC |
35 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
35 |
Cadence Capital Management Llc |
35 |
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
35 |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
35 |
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
34 |
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
34 |
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
34 |
Kennedy Capital Management, Inc. |
34 |
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
34 |
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
34 |
NOSGX - Northern Funds - Northern Small Cap Value Fund |
34 |
HAP Trading, LLC |
34 |
VCSLX - VALIC Co I - Small Cap Index Fund |
34 |
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
34 |
IWM - iSHARES TRUST - iShares Russell 2000 ETF |
34 |
Ubs Oconnor Llc |
34 |
Janus Henderson Group Plc |
34 |
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
34 |
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
34 |
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
34 |
State of Wyoming |
34 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
34 |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
34 |
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
34 |
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
34 |
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
34 |
Mackay Shields Llc |
34 |
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
34 |
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
34 |
Public Employees Retirement Association Of Colorado |
34 |
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
34 |
Voloridge Investment Management, Llc |
34 |
NEXT Financial Group, Inc |
34 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
34 |
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
34 |
Campbell & CO Investment Adviser LLC |
34 |
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
34 |
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
34 |
Amalgamated Financial Corp. |
34 |
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
34 |
Y-Intercept (Hong Kong) Ltd |
34 |
NSIDX - Northern Funds - Northern Small Cap Index Fund |
34 |
Glassman Wealth Services |
33 |
Nine Chapters Capital Management LLC |
33 |
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
33 |
PENN SERIES FUNDS INC - Small Cap Index Fund |
33 |
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
33 |
Ergoteles LLC |
33 |
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
33 |
Steward Partners Investment Advisory, Llc |
33 |
GAMMA Investing LLC |
33 |
Manatuck Hill Partners, LLC |
33 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
33 |
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
33 |
AHL Partners LLP |
33 |
LMR Partners LLP |
33 |
TCI Wealth Advisors, Inc. |
33 |
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
33 |
Mason Street Advisors, Llc |
33 |
M&t Bank Corp |
33 |
KBC Group NV |
33 |
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
33 |
Zacks Investment Management |
33 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
33 |
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
33 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
33 |
Suntrust Banks Inc |
33 |
Calamos Advisors LLC |
33 |
SBI Securities Co., Ltd. |
33 |
First Manhattan Co |
33 |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
33 |
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
33 |
GWM Advisors LLC |
33 |
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
33 |
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
33 |
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
33 |
Weiss Multi-Strategy Advisers LLC |
33 |
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
33 |
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
33 |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
33 |
Davidson Kempner Capital Management Lp |
33 |
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
33 |
Guggenheim Active Allocation Fund |
33 |
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
33 |
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
33 |
Centiva Capital, LP |
33 |
Caption Management, LLC |
33 |
Scopus Asset Management, L.p. |
32 |
BNP Paribas Asset Management Holding S.A. |
32 |
Oppenheimer & Co Inc |
32 |
Aquatic Capital Management LLC |
32 |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
32 |
Asset Management One Co., Ltd. |
32 |
Assenagon Asset Management S.A. |
32 |
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
32 |
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
32 |
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
32 |
First Mercantile Trust Co |
32 |
Quantamental Technologies LLC |
32 |
Vanguard Index Funds |
32 |
Harbour Investments, Inc. |
32 |
D.a. Davidson & Co. |
32 |
Public Sector Pension Investment Board |
32 |
Princeton Alpha Management LP |
32 |
Alambic Investment Management, L.P. |
32 |
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
32 |
FNY Managed Accounts LLC |
32 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
32 |
Alberta Investment Management Corp |
32 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
32 |
OMERS ADMINISTRATION Corp |
32 |
Capital Advisors, Ltd. LLC |
32 |
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
32 |
Ground Swell Capital, LLC |
32 |
IWC - iSHARES TRUST - iShares Micro-Cap ETF |
31 |
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
31 |
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
31 |
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
31 |
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
31 |
Profunds - Profund Vp Ultrasmall-cap |
31 |
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
31 |
PineBridge Investments, L.P. |
31 |
Corebridge Financial, Inc. |
31 |
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
31 |
SECOR Capital Advisors, LP |
31 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
31 |
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
31 |
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
31 |
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
31 |
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
31 |
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
31 |
Susquehanna Fundamental Investments, Llc |
31 |
Covestor Ltd |
31 |
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
31 |
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
31 |
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
31 |
Profunds - Profund Vp Small-cap |
31 |
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
31 |
Schroder Investment Management Group |
31 |
Larson Financial Group LLC |
31 |
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
31 |
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
31 |
AMP Capital Investors Ltd |
31 |
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
31 |
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
31 |
Blair William & Co/il |
31 |
NumerixS Investment Technologies Inc |
31 |
CIBC Private Wealth Group, LLC |
31 |
Virginia Retirement Systems Et Al |
31 |
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares |
31 |
Global Retirement Partners, LLC |
31 |
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
31 |
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
31 |
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF |
31 |
Maverick Capital Ltd |
31 |
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
31 |
Castleark Management Llc |
31 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
31 |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
31 |
Private Advisor Group, LLC |
31 |
FineMark National Bank & Trust |
31 |
Nicholas Investment Partners, LP |
31 |
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
31 |
Toronto Dominion Bank |
31 |
Dark Forest Capital Management Lp |
31 |
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
30 |
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
30 |
Td Asset Management Inc |
30 |
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
30 |
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
30 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
30 |
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
30 |
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
30 |
Assured Investment Management LLC |
30 |
Hancock Whitney Corp |
30 |
Deere & Co |
30 |
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
30 |
LS Investment Advisors, LLC |
30 |
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
30 |
Alps Advisors Inc |
30 |
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
30 |
Farther Finance Advisors, LLC |
30 |
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
30 |
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
30 |
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
30 |
Sonora Investment Management, LLC |
30 |
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
30 |
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
30 |
Texas Permanent School Fund |
30 |
Mutual Of America Capital Management Llc |
30 |
Stephens Inc /ar/ |
30 |
SLPIX - Profunds - Small-cap Profund Investor Class |
30 |
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
30 |
Police & Firemen's Retirement System of New Jersey |
30 |
Louisiana State Employees Retirement System |
30 |
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
30 |
Lindbrook Capital, Llc |
30 |
Thompson Siegel & Walmsley Llc |
30 |
Employees Retirement System of Texas |
30 |
Quarry LP |
30 |
Truist Financial Corp |
30 |
Coatue Management Llc |
30 |
Quest Partners LLC |
30 |
Private Trust Co Na |
30 |
Fox Run Management, L.l.c. |
30 |
SRS Capital Advisors, Inc. |
30 |
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
30 |
Stone Ridge Asset Management LLC |
29 |
Boston Partners |
29 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
29 |
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
29 |
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
29 |
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
29 |
Quantitative Systematic Strategies LLC |
29 |
Armistice Capital, Llc |
29 |
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
29 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
29 |
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
29 |
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
29 |
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
29 |
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
29 |
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
29 |
Aigen Investment Management, Lp |
29 |
Credit Agricole S A |
29 |
Manchester Capital Management LLC |
29 |
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
29 |
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
29 |
Riverhead Capital Management Llc |
29 |
Benjamin F. Edwards & Company, Inc. |
29 |
Mariner, LLC |
29 |
QS Investors, LLC |
29 |
Capstone Asset Management Co |
29 |
Cambridge Investment Research Advisors, Inc. |
29 |
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
29 |
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
29 |
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
29 |
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
29 |
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
29 |
State of Alaska, Department of Revenue |
29 |
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
29 |
AdvisorNet Financial, Inc |
28 |
Waddell & Reed Financial Inc |
28 |
Eaton Vance Management |
28 |
Atom Investors LP |
28 |
United Services Automobile Association |
28 |
Petrus Trust Company, LTA |
28 |
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
28 |
Intech Investment Management Llc |
28 |
Alyeska Investment Group, L.P. |
28 |
Healthcare Of Ontario Pension Plan Trust Fund |
28 |
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
28 |
Brown Advisory Inc |
28 |
VDAFX - VALIC Co I - Dynamic Allocation Fund |
28 |
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
28 |
C M Bidwell & Associates Ltd |
28 |
Tfs Capital Investment Trust |
28 |
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
28 |
American Portfolios Advisors |
28 |
Northern Trust Co Of Connecticut |
28 |
Tiaa-cref Funds |
28 |
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
28 |
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
28 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
28 |
Brown Brothers Harriman & Co |
28 |
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
28 |
Massachusetts Financial Services Co /ma/ |
28 |
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
28 |
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
28 |
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
28 |
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
28 |
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
28 |
Point72 Middle East FZE |
28 |
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
28 |
Ellevest, Inc. |
28 |
DekaBank Deutsche Girozentrale |
28 |
Oregon Public Employees Retirement Fund |
28 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
28 |
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
28 |
Cornerstone Advisors, Inc. |
28 |
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
28 |
Graham Capital Management, L.P. |
28 |
Federation des caisses Desjardins du Quebec |
27 |
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
27 |
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
27 |
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
27 |
Financial Architects, Inc |
27 |
Dupont Capital Management Corp |
27 |
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
27 |
Catalyst Capital Advisors LLC |
27 |
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
27 |
Turner Investments, L.p. |
27 |
Rothschild Investment Llc |
27 |
Eagle Asset Management Inc |
27 |
Brevan Howard Capital Management LP |
27 |
Diversified Trust Co |
27 |
Plante Moran Financial Advisors, LLC |
27 |
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
27 |
Mirae Asset Global Investments Co., Ltd. |
27 |
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
27 |
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
27 |
Fred Alger Management, Llc |
27 |
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
27 |
Ronald Blue Trust, Inc. |
27 |
Gemmer Asset Management LLC |
27 |
Paradigm Asset Management Co Llc |
27 |
Jefferies Financial Group Inc. |
27 |
CENTRAL TRUST Co |
27 |
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
27 |
Stoneridge Investment Partners Llc |
27 |
Ensign Peak Advisors, Inc |
27 |
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
27 |
Nordea Investment Management Ab |
27 |
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
27 |
VTL Associates, LLC |
27 |
Caxton Associates Lp |
27 |
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
27 |
True Wealth Design, LLC |
27 |
National Asset Management, Inc. |
27 |
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
27 |
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
27 |
SAC Capital Advisors LP |
27 |
Globeflex Capital L P |
27 |
Profund Advisors Llc |
27 |
EverPoint Asset Management, LLC |
27 |
Seven Eight Capital, Lp |
27 |
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
27 |
FORA Capital, LLC |
27 |
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
27 |
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
27 |
Smartleaf Asset Management LLC |
27 |
Teza Capital Management LLC |
27 |
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
27 |
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
26 |
Lsv Asset Management |
26 |
Picton Mahoney Asset Management |
26 |
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
26 |
Thompson Davis & Co., Inc. |
26 |
Yousif Capital Management, Llc |
26 |
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
26 |
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
26 |
Geneos Wealth Management Inc. |
26 |
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
26 |
State Farm Variable Product Trust |
26 |
State Farm Mutual Fund Trust |
26 |
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
26 |
EntryPoint Capital, LLC |
26 |
Loomis Sayles & Co L P |
26 |
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
26 |
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
26 |
Blueshift Asset Management, LLC |
26 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
26 |
Baird Financial Group, Inc. |
26 |
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
26 |
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
26 |
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
26 |
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
26 |
Point72 Asia (Singapore) Pte. Ltd. |
26 |
North Star Investment Management Corp. |
26 |
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
26 |
Summit Global Investments |
26 |
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
26 |
Nebula Research & Development LLC |
26 |
Hartland & Co., LLC |
26 |
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
26 |
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
26 |
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
26 |
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
26 |
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
26 |
Vantagepoint Funds |
26 |
Amundi |
26 |
Belpointe Asset Management LLC |
26 |
Ajo, Lp |
26 |
Gradient Investments LLC |
26 |
First Quadrant L P/ca |
26 |
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
26 |
Coldstream Capital Management Inc |
26 |
Gamco Investors, Inc. Et Al |
26 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
25 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
25 |
Css Llc/il |
25 |
Synovus Financial Corp |
25 |
Mackenzie Financial Corp |
25 |
Maplelane Capital, Llc |
25 |
Bogle Investment Management L P /de/ |
25 |
NSGRX - Northern Funds - Northern Small Cap Core Fund |
25 |
Jennison Associates Llc |
25 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
25 |
Caitong International Asset Management Co., Ltd |
25 |
Visium Asset Management, LP |
25 |
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
25 |
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
25 |
Interval Partners, LP |
25 |
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
25 |
PENN SERIES FUNDS INC - International Equity Fund |
25 |
National Bank Of Canada /fi/ |
25 |
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
25 |
FIL Ltd |
25 |
K2 Principal Fund, L.p. |
25 |
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
25 |
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
25 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
25 |
Waratah Capital Advisors Ltd. |
25 |
Bridgefront Capital, LLC |
25 |
Summit Trail Advisors, Llc |
25 |
Advisors Asset Management, Inc. |
25 |
Nomura Asset Management Co Ltd |
25 |
Karp Capital Management Corp |
25 |
Advanced Series Trust - Ast Small-cap Growth Portfolio |
25 |
Clearbridge Investments, LLC |
25 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
25 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
25 |
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
25 |
Natixis |
25 |
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
25 |
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
25 |
Convergence Investment Partners, LLC |
25 |
Jnl Variable Fund Llc - Jnl/mellon Consumer Discretionary Sector Fund (a) |
25 |
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
25 |
Cresset Asset Management, LLC |
25 |
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
25 |
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
25 |
Clinton Group Inc |
25 |
CoreCap Advisors, LLC |
25 |
Vanguard World Fund |
25 |
Commonwealth Equity Services, Llc |
25 |
FLDFX - Meeder Funds - BALANCED FUND Retail Class |
25 |
Valeo Financial Advisors, LLC |
25 |
Hanseatic Management Services Inc |
25 |
Farmers & Merchants Investments Inc |
25 |
Whitebox Advisors Llc |
25 |
Cetera Advisor Networks LLC |
25 |
Cetera Advisors LLC |
25 |
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
25 |
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
25 |
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
25 |
Daiwa Securities Group Inc. |
25 |
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
24 |
Sowell Financial Services LLC |
24 |
Sculptor Capital LP |
24 |
Orion Portfolio Solutions, LLC |
24 |
Vident Investment Advisory, LLC |
24 |
BNP Paribas Investment Partners S.A. |
24 |
USA Financial Portformulas Corp |
24 |
Melvin Capital Management LP |
24 |
MAI Capital Management |
24 |
TD Waterhouse Canada Inc. |
24 |
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
24 |
Jane Street Holding, LLC |
24 |
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
24 |
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
24 |
Twinbeech Capital Lp |
24 |
Sawtooth Solutions, LLC |
24 |
Hillsdale Investment Management Inc. |
24 |
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
24 |
Crossmark Global Holdings, Inc. |
24 |
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
24 |
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
24 |
Diametric Capital, LP |
24 |
Integral Derivatives, LLC |
24 |
Tocqueville Asset Management L.p. |
24 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
24 |
Absolute Return Capital, LLC |
24 |
Private Capital Group, LLC |
24 |
Analytic Investors, LLC |
24 |
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
24 |
Financial Management Professionals, Inc. |
24 |
Mason Street Advisors, Llc |
24 |
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
24 |
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
24 |
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
24 |
Woodline Partners LP |
24 |
Gabelli Funds Llc |
24 |
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
24 |
Shellback Capital, LP |
24 |
GAM Holding AG |
24 |
Weld Capital Management Llc |
24 |
Lisanti Capital Growth, LLC |
24 |
Bell Investment Advisors, Inc |
24 |
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
24 |
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
24 |
Versor Investments LP |
24 |
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
24 |
CIBC World Markets Inc. |
24 |
Bank Of Nova Scotia |
24 |
Universal- Beteiligungs- und Servicegesellschaft mbH |
23 |
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
23 |
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
23 |
SG3 Management, LLC |
23 |
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
23 |
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
23 |
Amundi Pioneer Asset Management Inc |
23 |
Oppenheimer Etf Trust |
23 |
AE Wealth Management LLC |
23 |
Cerity Partners LLC |
23 |
Segall Bryant & Hamill, Llc |
23 |
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
23 |
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
23 |
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
23 |
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
23 |
Headlands Technologies LLC |
23 |
Rydex Etf Trust |
23 |
Compagnie Lombard Odier SCmA |
23 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
23 |
Sei Trust Co |
23 |
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
23 |
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
23 |
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
23 |
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
23 |
Regions Financial Corp |
23 |
Gilder Gagnon Howe & Co Llc |
23 |
Holocene Advisors, LP |
23 |
Berman Capital Advisors, LLC |
23 |
Whittier Trust Co |
23 |
Capital Performance Advisors Llp |
23 |
Cetera Investment Advisers |
23 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
23 |
Sofos Investments, Inc. |
23 |
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
23 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
23 |
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
23 |
Sunbelt Securities, Inc. |
23 |
Umb Bank N A/mo |
23 |
Koch Industries Inc |
23 |
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
23 |
Catalyst Funds Management Pty Ltd |
23 |
Spire Wealth Management |
23 |
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
23 |
Quantitative Investment Management, LLC |
23 |
Rice Hall James & Associates, Llc |
23 |
Cullen/frost Bankers, Inc. |
23 |
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
23 |
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
23 |
Vantage Consulting Group Inc |
23 |
Old Mutual Customised Solutions (proprietary) Ltd |
23 |
Chicago Equity Partners Llc |
23 |
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
23 |
Advisory Research Inc |
23 |
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
23 |
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
23 |
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
23 |
National Planning Corp |
22 |
Cornerstone Planning Group LLC |
22 |
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
22 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
22 |
WFG Advisors, LP |
22 |
Harvest Group Wealth Management, Llc |
22 |
RSSL - Global X Funds - Global X Russell 2000 ETF |
22 |
Natixis Advisors, L.p. |
22 |
Levin Capital Strategies, L.p. |
22 |
Csenge Advisory Group |
22 |
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
22 |
Independent Advisor Alliance |
22 |
Keebeck Alpha, LP |
22 |
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
22 |
Elkfork Partners LLC |
22 |
Skopos Labs, Inc. |
22 |
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
22 |
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
22 |
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
22 |
Stephens Consulting, LLC |
22 |
Money Concepts Capital Corp |
22 |
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
22 |
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
22 |
Jfs Wealth Advisors, Llc |
22 |
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
22 |
FDx Advisors, Inc. |
22 |
Palisade Capital Management Llc/nj |
22 |
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
22 |
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
22 |
Keybank National Association/oh |
22 |
Principal Securities, Inc. |
22 |
Sutton Wealth Advisors Inc. |
22 |
Hodges Capital Management Inc. |
22 |
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
22 |
Columbus Circle Investors |
22 |
Shell Asset Management Co |
22 |
Brandywine Global Investment Management, LLC |
22 |
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
22 |
Cibc World Markets Corp |
22 |
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
22 |
Innealta Capital, Llc |
22 |
Grantham, Mayo, Van Otterloo & Co. LLC |
22 |
Shay Capital LLC |
22 |
State of New Jersey Common Pension Fund D |
22 |
GV Financial Advisors |
22 |
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
22 |
Westfield Capital Management Co Lp |
22 |
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
22 |
Ci Investments Inc. |
22 |
Pinnacle Wealth Planning Services, Inc. |
22 |
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
22 |
Bridgewater Associates, LP |
22 |
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
22 |
Denver Investment Advisors Llc |
22 |
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
22 |
Chartwell Investment Partners, Llc |
22 |
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
22 |
Kornitzer Capital Management Inc /ks |
22 |
Itau Unibanco Holding S.A. |
22 |
Cipher Capital LP |
22 |
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
22 |
Spot Trading L.l.c. |
22 |
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
22 |
Smithfield Trust Co |
22 |
Invictus RG Pte. Ltd. |
22 |
IMC-Chicago, LLC |
22 |
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
22 |
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
22 |
Gts Securities Llc |
22 |
Bokf, Na |
22 |
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
22 |
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
22 |
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
22 |
Sciencast Management LP |
22 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
22 |
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
22 |
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
22 |
Water Island Capital Llc |
21 |
Evoke Wealth, Llc |
21 |
Silvercrest Asset Management Group Llc |
21 |
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) |
21 |
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
21 |
Mirabella Financial Services Llp |
21 |
Klp Kapitalforvaltning As |
21 |
Peak6 Llc |
21 |
Venturi Wealth Management, LLC |
21 |
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
21 |
Mml Investors Services, Llc |
21 |
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
21 |
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
21 |
Reilly Financial Advisors, Llc |
21 |
Six Circles Trust - Six Circles Global Bond Fund |
21 |
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
21 |
Ameritas Investment Corp |
21 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
21 |
Enterprise Financial Services Corp |
21 |
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
21 |
Wedbush Securities Inc |
21 |
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
21 |
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
21 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
21 |
nVerses Capital, LLC |
21 |
Carroll Financial Associates, Inc. |
21 |
Empowered Funds, LLC |
21 |
1832 Asset Management L.P. |
21 |
Flinton Capital Management LLC |
21 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
21 |
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
21 |
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
21 |
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
21 |
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
21 |
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
21 |
Counterpoint Mutual Funds LLC |
21 |
Proficio Capital Partners LLC |
21 |
Chimera Capital Management LLC |
21 |
JNBA Financial Advisors |
21 |
Atria Investments Llc |
21 |
Weiss Strategic Interval Fund |
21 |
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
21 |
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
21 |
Pier Capital, LLC |
21 |
Bryn Mawr Capital Management Inc |
21 |
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
21 |
Sherbrooke Park Advisers Llc |
21 |
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
21 |
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
21 |
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF |
21 |
Cooper Creek Partners Management Llc |
21 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
21 |
Legato Capital Management LLC |
21 |
Pine River Capital Management L.P. |
21 |
First Eagle Investment Management, LLC |
21 |
Coe Capital Management, LLC |
21 |
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
21 |
6 Meridian |
21 |
Next Century Growth Investors Llc |
21 |
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
21 |
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
21 |
Maryland State Retirement & Pension System |
21 |
Wedge Capital Management L L P/nc |
21 |
Irish Life Investment Managers Ltd. |
21 |
Element Capital Management Llc |
21 |
Sandy Spring Bank |
21 |
CI Private Wealth, LLC |
21 |
IndexIQ Advisors LLC |
21 |
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
21 |
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
21 |
Rehmann Capital Advisory Group |
21 |
Fieldpoint Private Securities, LLC |
21 |
Bailard, Inc. |
21 |
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
21 |
Pathstone Holdings, LLC |
21 |
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
21 |
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
21 |
CenterStar Asset Management, LLC |
21 |
First Republic Investment Management, Inc. |
20 |
United Capital Financial Advisers, Llc |
20 |
Everence Capital Management Inc |
20 |
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
20 |
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
20 |
ArrowMark Colorado Holdings LLC |
20 |
Point72 (DIFC) Ltd |
20 |
Tyvor Capital LLC |
20 |
Hussman Strategic Advisors, Inc. |
20 |
Fiera Capital Corp |
20 |
Meadow Creek Investment Management LLC |
20 |
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
20 |
Tyers Asset Management LLC |
20 |
Toroso Investments, LLC |
20 |
Retirement Systems of Alabama |
20 |
Exchange Traded Concepts, Llc |
20 |
North Fourth Asset Management, LP |
20 |
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
20 |
Robeco Institutional Asset Management B.V. |
20 |
Invictus RG |
20 |
Weiss Asset Management LP |
20 |
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
20 |
Neuburgh Advisers LLC |
20 |
MASTER BOND LLC - Master Total Return Portfolio |
20 |
Intrinsic Edge Capital Management LLC |
20 |
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
20 |
Alphacrest Capital Management Llc |
20 |
Clearline Capital LP |
20 |
Moody National Bank Trust Division |
20 |
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
20 |
Seacrest Wealth Management, Llc |
20 |
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
20 |
Ing Groep Nv |
20 |
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
20 |
Timber Hill LLC |
20 |
1492 Capital Management LLC |
20 |
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
20 |
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
20 |
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
20 |
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
20 |
William Blair Investment Management, Llc |
20 |
EBI - RBB Fund Trust - Longview Advantage ETF |
20 |
Salem Investment Counselors Inc |
20 |
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
20 |
Wall Street Associates |
20 |
Centaurus Financial, Inc. |
20 |
Harbor Investment Advisory, Llc |
20 |
APG Asset Management N.V. |
20 |
Hantz Financial Services, Inc. |
20 |
First Hawaiian Bank |
20 |
Mount Yale Investment Advisors, LLC |
20 |
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
20 |
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
20 |
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
20 |
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
20 |
Granite Investment Partners, LLC |
20 |
Commonwealth Bank Of Australia |
20 |
Bogart Wealth, LLC |
20 |
Janus Capital Management Llc |
20 |
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
20 |
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
20 |
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
20 |
Hartford Mutual Funds Inc/ct |
20 |
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
20 |
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
20 |
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
20 |
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
20 |
CIBC Asset Management Inc |
20 |
Bartlett & Co. LLC |
20 |
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
20 |
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
20 |
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
20 |
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
20 |
Tcwp Llc |
20 |
We Are One Seven, LLC |
20 |
Timpani Capital Management LLC |
20 |
Claymore Exchange-traded Fund Trust |
20 |
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
20 |
CenterStar Fund, LLC |
20 |
Scotia Capital Inc. |
20 |
Quantinno Capital Management LP |
20 |
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
20 |
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
20 |
Macroview Investment Management Llc |
19 |
Illinois Municipal Retirement Fund |
19 |
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
19 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
19 |
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
19 |
Avantax Advisory Services, Inc. |
19 |
Newbridge Financial Services Group, Inc. |
19 |
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
19 |
Wesbanco Bank Inc |
19 |
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
19 |
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
19 |
Contravisory Investment Management, Inc. |
19 |
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
19 |
Moore Capital Management, Lp |
19 |
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class |
19 |
Fisher Asset Management, LLC |
19 |
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
19 |
Global X Management CO LLC |
19 |
SpiderRock Trading LLC |
19 |
Creative Financial Designs Inc /adv |
19 |
International Assets Investment Management, Llc |
19 |
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
19 |
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
19 |
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
19 |
Rational Advisors Llc |
19 |
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
19 |
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
19 |
Harbor Capital Advisors, Inc. |
19 |
Brant Point Investment Management Llc |
19 |
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
19 |
361 Capital Llc |
19 |
PEJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Leisure and Entertainment ETF |
19 |
Twin Tree Management, LP |
19 |
Bamco Inc /ny/ |
19 |
Prospera Financial Services Inc |
19 |
SJS Investment Consulting Inc. |
19 |
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
19 |
MQS Management LLC |
19 |
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
19 |
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
19 |
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
19 |
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
19 |
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
19 |
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
19 |
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
19 |
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
19 |
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
19 |
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
19 |
FNY Partners Fund LP |
19 |
Winslow, Evans & Crocker, Inc. |
19 |
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
19 |
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 |
19 |
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
19 |
Oppenheimer Global Multi Strategies Fund |
19 |
Penn Capital Management Co Inc |
19 |
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
19 |
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity |
19 |
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
19 |
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
19 |
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
19 |
Hl Financial Services Llc |
19 |
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
19 |
Emerald Advisers, Llc |
19 |
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
19 |
Granahan Investment Management Inc/ma |
18 |
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
18 |
Johnson Financial Group, Inc. |
18 |
Cable Hill Partners, LLC |
18 |
Whittier Trust Co Of Nevada Inc |
18 |
Artemis Investment Management LLP |
18 |
Aster Capital Management (DIFC) Ltd |
18 |
Mv Capital Management, Inc. |
18 |
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
18 |
Oberweis Asset Management Inc/ |
18 |
Cnh Partners Llc |
18 |
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
18 |
Vanguard Horizon Funds |
18 |
Hotchkis & Wiley Capital Management Llc |
18 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
18 |
Wealth Enhancement Advisory Services, Llc |
18 |
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
18 |
Hollencrest Capital Management |
18 |
Wipfli Financial Advisors Llc, |
18 |
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
18 |
Fortitude Family Office, LLC |
18 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
18 |
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
18 |
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
18 |
Boston Advisors Llc |
18 |
Independent Portfolio Consultants, Inc. |
18 |
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
18 |
Focused Wealth Management, Inc |
18 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
18 |
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
18 |
Sanctuary Wealth Advisors, LLC |
18 |
Agf Investments Inc. |
18 |
FinTrust Capital Advisors, LLC |
18 |
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
18 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
18 |
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
18 |
Skandinaviska Enskilda Banken AB (publ) |
18 |
Samlyn Capital, Llc |
18 |
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
18 |
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
18 |
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
18 |
Alpha DNA Investment Management LLC |
18 |
Piermont Capital Management LLC |
18 |
Golden State Wealth Management, LLC |
18 |
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
18 |
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
18 |
EAM Global Investors LLC |
18 |
Coppell Advisory Solutions LLC |
18 |
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
18 |
Fund 1 Investments, LLC |
18 |
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
18 |
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
18 |
Dorsey Wright & Associates |
18 |
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
18 |
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
18 |
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
18 |
Cinctive Capital Management LP |
18 |
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
18 |
Axq Capital, Lp |
18 |
Private Wealth Management Group, LLC |
18 |
Earnest Partners Llc |
18 |
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
18 |
Thb Asset Management |
18 |
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
18 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
18 |
Pathstone Family Office, Llc |
18 |
First Personal Financial Services |
18 |
Old Mutual Global Investors (UK) Ltd. |
18 |
BRYN MAWR TRUST Co |
18 |
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
18 |
VCSMX - VALIC Co I - Small Cap Fund |
18 |
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
18 |
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
18 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
18 |
Cadian Capital Management, Lp |
18 |
Elite Wealth Management, Inc. |
18 |
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
18 |
Wasatch Advisors Inc |
18 |
Snowden Capital Advisors LLC |
18 |
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
18 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
18 |
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
18 |
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
18 |
First New York Securities Llc /ny |
18 |
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
18 |
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
18 |
MARSHALL WACE ASIA Ltd |
17 |
Lido Advisors, LLC |
17 |
Mazama Capital Management Inc |
17 |
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
17 |
Navellier & Associates Inc |
17 |
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
17 |
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
17 |
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
17 |
Westpac Banking Corp |
17 |
DRW Securities, LLC |
17 |
Ranger Investment Management, L.P. |
17 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
17 |
Handelsbanken Fonder AB |
17 |
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
17 |
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
17 |
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
17 |
Icon Advisers Inc/co |
17 |
Vestcor Inc |
17 |
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
17 |
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
17 |
James Investment Research Inc |
17 |
Mather Group, Llc. |
17 |
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF |
17 |
Barrow Hanley Mewhinney & Strauss Llc |
17 |
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
17 |
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
17 |
Xponance, Inc. |
17 |
State Of Michigan Retirement System |
17 |
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
17 |
Crewe Advisors LLC |
17 |
Northwestern Mutual Investment Management Company, Llc |
17 |
Tarbox Family Office, Inc. |
17 |
Societe Generale |
17 |
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
17 |
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
17 |
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
17 |
Forum Funds |
17 |
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
17 |
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
17 |
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
17 |
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
17 |
Evercore Wealth Management, LLC |
17 |
Rothschild Asset Management Inc |
17 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
17 |
Eqis Capital Management, Inc. |
17 |
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
17 |
Foundry Partners, LLC |
17 |
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
17 |
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
17 |
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
17 |
Skylands Capital, LLC |
17 |
Avantax Planning Partners, Inc. |
17 |
Parametrica Management Ltd |
17 |
GW&K Investment Management, LLC |
17 |
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
17 |
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
17 |
New York Life Investment Management Llc |
17 |
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
17 |
GIMFX - GMO TRUST - GMO Implementation Fund |
17 |
Pictet Asset Management Holding SA |
17 |
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
17 |
Shelton Capital Management |
17 |
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
17 |
Harvest Capital Strategies LLC |
17 |
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
17 |
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
17 |
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
17 |
Pictet Asset Management Sa |
17 |
Jump Trading, LLC |
17 |
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
17 |
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
17 |
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
17 |
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
17 |
Brookfield Asset Management Inc. |
17 |
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
17 |
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
17 |
IHT Wealth Management, LLC |
17 |
Wiley Bros.-aintree Capital, Llc |
17 |
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
17 |
Glen Harbor Capital Management LLC |
17 |
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
17 |
Burney Co/ |
17 |
Wbi Investments, Inc. |
17 |
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
17 |
First Citizens Bank & Trust Co |
17 |
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
17 |
Old National Bancorp /in/ |
17 |
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
17 |
Advantage Investment Management, Llc |
17 |
Gluskin Sheff & Assoc Inc |
17 |
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
17 |
Smith Asset Management Group Lp |
17 |
Zweig-DiMenna Associates LLC |
17 |
Moors & Cabot, Inc. |
17 |
Soros Fund Management Llc |
17 |
Patriot Financial Group Insurance Agency, LLC |
17 |
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
17 |
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
17 |
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
17 |
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
17 |
Commonwealth Equity Services, Inc |
17 |
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
16 |
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
16 |
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
16 |
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
16 |
Optimum Investment Advisors |
16 |
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
16 |
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
16 |
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
16 |
Blackrock Corporate High Yield Fund, Inc. |
16 |
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
16 |
Symphony Asset Management Llc |
16 |
Profunds - Profund Vp Oil & Gas |
16 |
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
16 |
Great Lakes Advisors, Llc |
16 |
Ziegler Capital Management, LLC |
16 |
Kingsview Wealth Management, LLC |
16 |
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
16 |
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
16 |
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
16 |
Pictet Asset Management Ltd |
16 |
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
16 |
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
16 |
Erste Asset Management GmbH |
16 |
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
16 |
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
16 |
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
16 |
Zeke Capital Advisors, Llc |
16 |
Westwood Holdings Group Inc |
16 |
Chilton Investment Co Llc |
16 |
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
16 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
16 |
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
16 |
Barings Llc |
16 |
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
16 |
RBB FUND, INC. - Adara Smaller Companies Fund |
16 |
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
16 |
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
16 |
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
16 |
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
16 |
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
16 |
Kestra Advisory Services, LLC |
16 |
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
16 |
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
16 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
16 |
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
16 |
World Asset Management Inc |
16 |
Hemington Wealth Management |
16 |
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
16 |
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
16 |
Veriti Management LLC |
16 |
Capital World Investors |
16 |
Capital Research Global Investors |
16 |
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
16 |
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
16 |
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
16 |
Trust Co Of Vermont |
16 |
Adage Capital Partners Gp, L.l.c. |
16 |
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
16 |
Sigma Planning Corp |
16 |
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
16 |
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
16 |
Wexford Capital Lp |
16 |
Wunderlich Securities, Inc. |
16 |
Entropy Technologies, LP |
16 |
Toth Financial Advisory Corp |
16 |
ETRADE Capital Management LLC |
16 |
BBT Capital Management, LLC |
16 |
Susquehanna Portfolio Strategies, LLC |
16 |
Scientech Research LLC |
16 |
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
16 |
Bartlett & Co. Wealth Management Llc |
16 |
MCF Advisors LLC |
16 |
Guardian Wealth Advisors, LLC |
16 |
Continuum Advisory, LLC |
16 |
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
16 |
Arden Investment Series Trust |
16 |
DiNuzzo Private Wealth, Inc. |
16 |
Cowen Group, Inc. |
16 |
Liberty Mutual Group Asset Management Inc. |
16 |
Pearl River Capital, LLC |
16 |
Anchor Investment Management, LLC |
16 |
Vanguard Whitehall Funds |
16 |
FourThought Financial, LLC |
16 |
Nbc Securities, Inc. |
16 |
Ausdal Financial Partners, Inc. |
16 |
Asset Dedication, LLC |
16 |
Schubert & Co |
16 |
Athanor Capital, Lp |
16 |
Steward Financial Group LLC |
16 |
SG Capital Management LLC |
16 |
Securian Asset Management, Inc |
16 |
Boulder Hill Capital Management Lp |
16 |
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
16 |
Bluefin Trading, LLC |
16 |
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
16 |
Ropes Wealth Advisors Llc |
16 |
Systematic Financial Management Lp |
16 |
Artisan Partners Limited Partnership |
16 |
Friess Associates Llc |
16 |
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
16 |
Brinker Capital Investments, LLC |
16 |
Harbour Capital Advisors, LLC |
16 |
Kepos Capital LP |
16 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
16 |
Pnc Funds |
16 |
Aviva Plc |
16 |
Reynolds Capital Management Llc |
16 |
Level Four Advisory Services, Llc |
16 |
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
16 |
Atlantic Trust, LLC |
16 |
QCVAX - Clearwater Investment Trust - Clearwater International Fund |
16 |
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
16 |
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
16 |
Sandler Capital Management |
16 |
Jackson Creek Investment Advisors LLC |
15 |
Jain Global LLC |
15 |
New Mexico Educational Retirement Board |
15 |
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
15 |
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
15 |
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
15 |
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund |
15 |
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
15 |
Inceptionr Llc |
15 |
Northwest & Ethical Investments L.P. |
15 |
PSCD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Discretionary ETF |
15 |
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
15 |
Usca Ria Llc |
15 |
Resources Investment Advisors, LLC. |
15 |
New England Securities Corp /MA/ |
15 |
PSI Advisors, LLC |
15 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
15 |
Townsquare Capital Llc |
15 |
Mendota Financial Group, LLC |
15 |
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
15 |
Capula Management Ltd |
15 |
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
15 |
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
15 |
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
15 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
15 |
Citizens Financial Group Inc/ri |
15 |
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
15 |
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
15 |
Redwood Investments, LLC |
15 |
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
15 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
15 |
Capstone Financial Advisors, Inc. |
15 |
Pitcairn Co |
15 |
SpiderRock Advisors, LLC |
15 |
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
15 |
Congress Asset Management Co /ma |
15 |
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
15 |
Jaffetilchin Investment Partners, LLC |
15 |
Calvert Investment Management, Inc. |
15 |
Sound Income Strategies, LLC |
15 |
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF |
15 |
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
15 |
Cookson Peirce & Co Inc |
15 |
Hennessy Advisors Inc |
15 |
Ontario Teachers Pension Plan Board |
15 |
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
15 |
Sageworth Trust Co |
15 |
Neo Ivy Capital Management |
15 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
15 |
Twin Peaks Wealth Advisors, LLC |
15 |
Alpha Windward Llc |
15 |
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
15 |
Glazer Capital, Llc |
15 |
Cordant, Inc. |
15 |
Santa Fe Partners LLC |
15 |
I.g. Investment Management, Ltd. |
15 |
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
15 |
Rafferty Asset Management, LLC |
15 |
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
15 |
Warren Averett Asset Management, LLC |
15 |
T. Rowe Price Investment Management, Inc. |
15 |
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
15 |
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
15 |
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
15 |
Millrace Asset Group, Inc. |
15 |
Blackrock Ltd Duration Income Trust |
15 |
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
15 |
Ameritas Advisory Services, LLC |
15 |
Sanctuary Advisors, LLC |
15 |
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A |
15 |
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
15 |
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
15 |
Meridian Wealth Partners, LLC |
15 |
Bellwether Investment Group, LLC |
15 |
Gideon Capital Advisors, Inc. |
15 |
Catapult Capital Management Llc |
15 |
Harvest Fund Management Co., Ltd |
15 |
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
15 |
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
15 |
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
15 |
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
15 |
Annis Gardner Whiting Capital Advisors, LLC |
15 |
Wealthfront Inc |
15 |
Bb&t Securities, Llc |
15 |
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
15 |
BTG Pactual Global Asset Management Ltd |
15 |
Td Private Client Wealth Llc |
15 |
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
15 |
CastleKnight Management LP |
15 |
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
15 |
Mitsubishi UFJ Trust & Banking Corp |
15 |
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
15 |
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
15 |
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
15 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
15 |
Portolan Capital Management, LLC |
15 |
Columbia Partners L L C Investment Management |
15 |
Commerce Bank |
15 |
Tsfg, Llc |
15 |
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
15 |
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
15 |
AHIVX - American Century Investment Trust - High Income Fund Investor Class |
15 |
Disciplined Investments, LLC |
15 |
Prospector Partners Llc |
15 |
Optiver Holding B.V. |
15 |
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
15 |
Ieq Capital, Llc |
15 |
Divisadero Street Capital Management, LP |
15 |
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
15 |
Axiom International Investors Llc /de |
15 |
Tradeworx Inc. |
15 |
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
15 |
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
15 |
Placemark Investments, Inc. |
15 |
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
15 |
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
15 |
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
15 |
Vanguard Explorer Fund |
15 |
Folger Hill Asset Management LP |
15 |
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
15 |
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
15 |
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
15 |
Candriam Luxembourg S.C.A. |
15 |
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
15 |
Cerebellum GP, LLC |
15 |
Avion Wealth |
15 |
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
15 |
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
15 |
Banque Pictet & Cie Sa |
15 |
Caas Capital Management Lp |
15 |
Cortina Asset Management, LLC |
15 |
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
15 |
Tygh Capital Management, Inc. |
15 |
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
15 |
Dynamic Technology Lab Pte Ltd |
15 |
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
15 |
Arcadia Investment Management Corp/mi |
15 |
River Road Asset Management, LLC |
15 |
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
15 |
Corton Capital Inc. |
14 |
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
14 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
14 |
Blue Arrow Capital Management Llc |
14 |
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
14 |
Kapitalo Investimentos Ltda |
14 |
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
14 |
Hexagon Capital Partners LLC |
14 |
NewSquare Capital LLC |
14 |
Aviance Capital Management, Llc |
14 |
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
14 |
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
14 |
Janney Capital Management LLC |
14 |
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
14 |
JJJ Advisors Inc. |
14 |
Crestline Management, LP |
14 |
South Dakota Investment Council |
14 |
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
14 |
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
14 |
First Midwest Bank Trust Division |
14 |
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
14 |
Flagship Harbor Advisors, Llc |
14 |
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
14 |
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
14 |
Profunds - Profund Vp Small-cap Value |
14 |
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
14 |
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
14 |
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
14 |
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
14 |
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
14 |
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T |
14 |
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
14 |
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
14 |
Mercer Global Advisors Inc /adv |
14 |
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
14 |
Quent Capital, LLC |
14 |
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
14 |
Emerald Mutual Fund Advisers Trust |
14 |
Washington Trust Bank |
14 |
Carolinas Wealth Consulting Llc |
14 |
SVPIX - Profunds - Small-cap Value Profund Investor Class |
14 |
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
14 |
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
14 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
14 |
Raleigh Capital Management Inc. |
14 |
LBA Wealth Management, LLC |
14 |
VCAAX - VALIC Co I - Asset Allocation Fund |
14 |
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
14 |
Park Place Capital Corp |
14 |
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
14 |
Checchi Capital Advisers, LLC |
14 |
Six Circles Trust - Six Circles Credit Opportunities Fund |
14 |
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
14 |
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
14 |
Raymond James Trust N.a. |
14 |
Carlson Capital L P |
14 |
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares |
14 |
Thurston, Springer, Miller, Herd & Titak, Inc. |
14 |
Rise Advisors, LLC |
14 |
Frontier Capital Management Co Llc |
14 |
Rsm Us Wealth Management Llc |
14 |
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
14 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
14 |
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
14 |
Coastal Investment Advisors, Inc. |
14 |
Pentwater Capital Management LP |
14 |
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
14 |
Chicago Partners Investment Group LLC |
14 |
Cornercap Investment Counsel Inc |
14 |
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
14 |
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
14 |
HighPoint Advisor Group LLC |
14 |
Capital Asset Advisory Services LLC |
14 |
Wolff Wiese Magana Llc |
14 |
Investors Research Corp |
14 |
Financial Gravity Companies, Inc. |
14 |
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
14 |
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF |
14 |
JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
14 |
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
14 |
K.J. Harrison & Partners Inc |
14 |
BDO Wealth Advisors, LLC |
14 |
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
14 |
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
14 |
Exencial Wealth Advisors, Llc |
14 |
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
14 |
Geduld E E |
14 |
GABELLI & Co INVESTMENT ADVISERS, INC. |
14 |
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
14 |
JustInvest LLC |
14 |
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
14 |
Omnia Family Wealth, LLC |
14 |
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
14 |
Duality Advisers, Lp |
14 |
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
14 |
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
14 |
Wilbanks Smith & Thomas Asset Management Llc |
14 |
Arkadios Wealth Advisors |
14 |
Moisand Fitzgerald Tamayo, LLC |
14 |
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
14 |
Edgestream Partners, L.P. |
14 |
Maple Securities Usa Inc |
14 |
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
14 |
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
14 |
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF |
14 |
Colony Group, LLC |
14 |
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class |
14 |
Venture Visionary Partners LLC |
14 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
14 |
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 |
14 |
King Luther Capital Management Corp |
14 |
Sumitomo Mitsui Trust Holdings, Inc. |
14 |
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
14 |
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
14 |
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
14 |
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
14 |
Pinnacle Associates Ltd |
14 |
Fort Washington Investment Advisors Inc /oh/ |
14 |
Cary Street Partner Investment Advisory Llc |
14 |
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
14 |
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
14 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
14 |
Enlightenment Research, LLC |
14 |
Capital Bank & Trust Co |
14 |
Moneta Group Investment Advisors Llc |
14 |
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A |
14 |
Wealthcare Capital Management Llc |
14 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
14 |
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
14 |
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
14 |
Lenox Wealth Advisors, LLC |
14 |
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
14 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
14 |
Truvestments Capital Llc |
14 |
Rotella Capital Management, Inc. |
14 |
Gardner Lewis Asset Management L P |
14 |
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
14 |
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
14 |
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
14 |
EULAV Asset Management |
14 |
People's United Financial, Inc. |
14 |
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
14 |
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
14 |
Marathon Trading Investment Management LLC |
14 |
Ascend Capital, Llc |
14 |
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
14 |
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
14 |
Koshinski Asset Management, Inc. |
14 |
Ridgewood Investments LLC |
14 |
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
14 |
Keeley Asset Management Corp |
14 |
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
14 |
Otter Creek Advisors, LLC |
14 |
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
14 |
HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
14 |
Copeland Capital Management, LLC |
14 |
Delta Asset Management Llc/tn |
14 |
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
14 |
Cantab Capital Partners LLP |
14 |
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
14 |
Pacific Global Investment Management Co |
14 |
Howe & Rusling Inc |
14 |
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
14 |
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
14 |
Tfo-tdc, Llc |
14 |
VICE - AdvisorShares Trust - AdvisorShares Vice ETF |
14 |
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
14 |
Knight Capital Group, Inc. |
14 |
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
14 |
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
14 |
Lmcg Investments, Llc |
14 |
Prudential Plc |
14 |
Decade Capital Management Llc |
14 |
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
14 |
Advanced Series Trust - Ast Small-cap Value Portfolio |
14 |
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
13 |
Oakworth Capital, Inc. |
13 |
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
13 |
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares |
13 |
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
13 |
NN Investment Partners Holdings N.V. |
13 |
Cape Investment Advisory, Inc. |
13 |
Factorial Partners, Llc |
13 |
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
13 |
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF |
13 |
Caisse De Depot Et Placement Du Quebec |
13 |
Rs Investment Management Co Llc |
13 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
13 |
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
13 |
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
13 |
Activest Wealth Management |
13 |
Dean Investment Associates, Llc |
13 |
Minichmacgregor Wealth Management, Llc |
13 |
Caldwell & Orkin Inc |
13 |
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
13 |
Thomas White International Ltd |
13 |
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
13 |
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
13 |
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
13 |
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
13 |
Yorktown Management & Research Co Inc |
13 |
Harel Insurance Investments & Financial Services Ltd. |
13 |
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
13 |
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
13 |
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
13 |
Glen Eagle Advisors, LLC |
13 |
Qsemble Capital Management, LP |
13 |
Psagot Value Holdings Ltd. / (Israel) |
13 |
L & S Advisors Inc |
13 |
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
13 |
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
13 |
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
13 |
VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
13 |
Colony Group Llc |
13 |
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
13 |
Segantii Capital Management Ltd |
13 |
AGF Investments LLC |
13 |
Pinnacle Summer Investments, Inc. |
13 |
Covington Capital Management |
13 |
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
13 |
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
13 |
Clark Capital Management Group, Inc. |
13 |
Paces Ferry Wealth Advisors, Llc |
13 |
Wealthcare Advisory Partners LLC |
13 |
Mycio Wealth Partners, Llc |
13 |
NorthCoast Asset Management LLC |
13 |
Formula Growth Ltd |
13 |
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
13 |
Atria Wealth Solutions, Inc. |
13 |
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
13 |
SGPIX - Profunds - Small-cap Growth Profund Investor Class |
13 |
Man Investments Ltd |
13 |
First Interstate Bank |
13 |
Ballentine Partners, LLC |
13 |
Savant Capital, LLC |
13 |
Qs Batterymarch Financial Management, Inc |
13 |
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
13 |
R Squared Ltd |
13 |
Mach-1 Financial Group, Inc. |
13 |
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
13 |
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
13 |
BlueCrest Capital Management LLP |
13 |
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
13 |
Index Management Solutions, LLC |
13 |
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
13 |
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF |
13 |
M&g Investment Management Ltd |
13 |
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
13 |
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
13 |
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
13 |
Johnson Investment Counsel Inc |
13 |
Cupps Capital Management, LLC |
13 |
Boston Private Wealth Llc |
13 |
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
13 |
WASHINGTON TRUST Co |
13 |
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
13 |
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
13 |
DAVENPORT & Co LLC |
13 |
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
13 |
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
13 |
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
13 |
BFOR - ALPS ETF Trust - Barron's 400 ETF |
13 |
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF |
13 |
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF |
13 |
FDLSX - FIDELITY SELECT PORTFOLIOS - Leisure Portfolio |
13 |
Institutional & Family Asset Management, Llc |
13 |
Nicholas Company, Inc. |
13 |
Abound Wealth Management |
13 |
First National Bank Of Omaha |
13 |
West Oak Capital, LLC |
13 |
Mosaic Family Wealth, LLC |
13 |
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
13 |
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
13 |
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
13 |
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
13 |
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
13 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
13 |
CenterBook Partners LP |
13 |
Riggs Asset Managment Co. Inc. |
13 |
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
13 |
Washington Trust Advisors, Inc. |
13 |
Discovery Capital Management, Llc / Ct |
13 |
Sigma Capital Management Llc |
13 |
Otter Creek Management Inc |
13 |
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF |
13 |
Monarch Partners Asset Management LLC |
13 |
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
13 |
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
13 |
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
13 |
UMA Financial Services, Inc. |
13 |
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
13 |
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF |
13 |
Banque Cantonale Vaudoise |
13 |
Zions Bancorporation |
13 |
Epoch Investment Partners, Inc. |
13 |
Arrow Financial Corp |
13 |
Sargent Bickham Lagudis LLC |
13 |
SOUTH STATE Corp |
13 |
Valley National Advisers Inc |
13 |
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
13 |
Stephens Investment Management Group LLC |
13 |
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
13 |
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
13 |
Jump Trading, Llc |
13 |
Utah Retirement Systems |
13 |
Leap Investments Lp |
13 |
Park Avenue Securities Llc |
13 |
Advisors Preferred, LLC |
13 |
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
13 |
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
13 |
Franklin Street Capital Partners, LLC |
13 |
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
13 |
Profunds - Profund Vp Small-cap Growth |
13 |
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
13 |
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
13 |
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
13 |
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
13 |
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
13 |
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
13 |
Quest Capital Management Inc /adv |
13 |
CWM Advisors, LLC |
13 |
Horizon Investments, LLC |
13 |
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
13 |
BlackRock Credit Strategies Fund |
13 |
Cowen And Company, Llc |
13 |
Tompkins Financial Corp |
12 |
V Wealth Advisors LLC |
12 |
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I |
12 |
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
12 |
Leuthold Group, Llc |
12 |
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares |
12 |
Integre Asset Management, LLC |
12 |
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
12 |
Ashton Thomas Private Wealth, LLC |
12 |
Sequoia Financial Advisors, LLC |
12 |
Financial Advocates Investment Management |
12 |
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
12 |
Fortaleza Asset Management Inc/ |
12 |
Eagle Bay Advisors LLC |
12 |
Balentine LLC |
12 |
Old Mission Capital Llc |
12 |
Lee Financial Co |
12 |
Bruderman Asset Management, LLC |
12 |
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
12 |
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
12 |
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
12 |
Symmetry Peak Management Llc |
12 |
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
12 |
Baird Robert W & Co Inc /wi/ |
12 |
ISAM Funds (UK) Ltd |
12 |
Banque Transatlantique SA |
12 |
VVSCX - VALIC Co I - Small Cap Value Fund |
12 |
Evergreen Capital Management Llc |
12 |
Hood River Capital Management LLC |
12 |
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
12 |
Comerica Securities,inc. |
12 |
Edmond De Rothschild Holding S.a. |
12 |
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
12 |
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
12 |
Highstreet Asset Management Inc. |
12 |
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
12 |
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
12 |
Ritholtz Wealth Management |
12 |
Edge Advisors, Llc |
12 |
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
12 |
IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
12 |
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
12 |
Baker Avenue Asset Management, LP |
12 |
Xact Kapitalforvaltning AB |
12 |
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
12 |
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
12 |
Front Row Advisors LLC |
12 |
Kayne Anderson Rudnick Investment Management Llc |
12 |
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
12 |
Vontobel Holding Ltd. |
12 |
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) |
12 |
Advisor Resource Council |
12 |
Global X Funds |
12 |
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A |
12 |
Lucus Advisors Llc |
12 |
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
12 |
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
12 |
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
12 |
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
12 |
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
12 |
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
12 |
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
12 |
Harvest Investment Services, LLC |
12 |
Column Capital Advisors, LLC |
12 |
LGT Financial Advisors LLC |
12 |
Copper Rock Capital Partners, LLC |
12 |
Bleakley Financial Group, LLC |
12 |
McIlrath & Eck, LLC |
12 |
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
12 |
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
12 |
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
12 |
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
12 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
12 |
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
12 |
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
12 |
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
12 |
San Francisco Sentry Investment Group (ca) |
12 |
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
12 |
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
12 |
Capital International Investors |
12 |
Motco |
12 |
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
12 |
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
12 |
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
12 |
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
12 |
GLG Partners LP |
12 |
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
12 |
Tradewinds Capital Management, LLC |
12 |
Suffolk Capital Management Llc |
12 |
Brinker Capital Inc |
12 |
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
12 |
Granite Point Capital Management, L.P. |
12 |
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
12 |
Echo Street Capital Management LLC |
12 |
Commerzbank Aktiengesellschaft /fi |
12 |
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
12 |
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
12 |
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
12 |
Zurich Insurance Group Ltd/FI |
12 |
Emerald Investment Partners, Llc |
12 |
Deprince Race & Zollo Inc |
12 |
RBF Capital, LLC |
12 |
Partnervest Advisory Services LLC |
12 |
Transce3nd, LLC |
12 |
Tcw Group Inc |
12 |
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
12 |
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
12 |
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
12 |
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
12 |
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
12 |
EA Series Trust |
12 |
Regal Investment Advisors LLC |
12 |
GHP Investment Advisors, Inc. |
12 |
CI Global Investments Inc. |
12 |
Invesco Bond Fund |
12 |
JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
12 |
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
12 |
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
12 |
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
12 |
Sachetta, LLC |
12 |
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
12 |
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
12 |
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
12 |
Montag A & Associates Inc |
12 |
Weaver C. Barksdale & Associates, Inc. |
12 |
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
12 |
Prestige Wealth Management Group LLC |
12 |
Global Financial Private Client, LLC |
12 |
GPS Wealth Strategies Group, LLC |
12 |
Geneva Advisors, LLC |
12 |
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
12 |
Maven Securities LTD |
12 |
Kingdon Capital Management, L.l.c. |
12 |
Whitebox Mutual Funds |
12 |
Beryl Capital Management LLC |
12 |
Silvant Capital Management LLC |
12 |
Campbell Multi-strategy Trust |
12 |
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
12 |
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
12 |
Central Bank & Trust Co |
12 |
John Hancock Hedged Equity & Income Fund |
12 |
Candlestick Capital Management LP |
12 |
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
12 |
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
12 |
Yakira Capital Management, Inc. |
12 |
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
12 |
Zions Bancorporation, N.A. |
12 |
Trustcore Financial Services, Llc |
12 |
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
12 |
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
12 |
Oakbrook Investments Llc |
12 |
Cim Investment Mangement Inc |
12 |
Tortoise Investment Management, LLC |
12 |
Stormborn Capital Management, Llc |
12 |
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
12 |
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
12 |
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
12 |
WPG Advisers, LLC |
12 |
Advisor Partners Ii, Llc |
12 |
Regentatlantic Capital Llc |
12 |
Cigna Investments Inc /new |
12 |
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
12 |
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
12 |
Kestra Private Wealth Services, Llc |
12 |
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
12 |
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
12 |
Knights of Columbus Asset Advisors LLC |
12 |
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
12 |
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
12 |
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
12 |
Kovitz Investment Group Partners, LLC |
12 |
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
12 |
AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
12 |
Berkley W R Corp |
12 |
Integrated Wealth Management |
12 |
Rothschild Investment Corp /il |
12 |
Ionic Capital Management LLC |
12 |
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
12 |
Van Hulzen Asset Management, LLC |
12 |
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
11 |
Blackrock Credit Allocation Income Trust |
11 |
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
11 |
Munder Capital Management |
11 |
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF |
11 |
MUFG Securities EMEA plc |
11 |
BI Asset Management Fondsmaeglerselskab A/S |
11 |
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
11 |
Baldwin Brothers Inc/ma |
11 |
Freestone Grove Partners LP |
11 |
Camarda Financial Advisors, LLC |
11 |
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
11 |
Gary Goldberg Planning Services Inc |
11 |
Elequin Capital Lp |
11 |
Alpha Paradigm Partners, LLC |
11 |
JCP Investment Management, LLC |
11 |
FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
11 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
11 |
Duncker Streett & Co Inc |
11 |
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
11 |
DAACX - Adviser Managed Trust - Diversified Equity Fund |
11 |
BerganKDV Wealth Management, LLC |
11 |
Fortress Investment Group LLC |
11 |
SYSTM Wealth Solutions LLC |
11 |
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I |
11 |
Transamerica Financial Advisors, Inc. |
11 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
11 |
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
11 |
VCBDX - VALIC Co I - Core Bond Fund |
11 |
Brewin Dolphin Ltd |
11 |
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
11 |
Advanced Series Trust - Ast Advanced Strategies Portfolio |
11 |
Stonebridge Capital Advisors LLC |
11 |
Concord Wealth Partners |
11 |
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
11 |
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
11 |
Founders Financial Alliance, LLC |
11 |
Prudential Short Duration High Yield Fund, Inc. |
11 |
Belvedere Trading LLC |
11 |
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
11 |
Advanced Series Trust - Ast High Yield Portfolio |
11 |
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
11 |
Calamos Global Dynamic Income Fund |
11 |
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
11 |
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
11 |
Calamos Global Total Return Fund |
11 |
Householder Group Estate & Retirement Specialist, LLC |
11 |
CVA Family Office, LLC |
11 |
IECS - iShares U.S. ETF Trust - iShares Evolved U.S. Consumer Staples ETF |
11 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
11 |
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
11 |
Osterweis Capital Management Inc |
11 |
Gupta Wealth Management LLC |
11 |
Blackstone / Gso Long-short Credit Income Fund |
11 |
Lebenthal Asset Management, LLC |
11 |
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
11 |
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
11 |
Virtus Alternative Investment Advisers, Inc. |
11 |
Chevy Chase Trust Holdings, Inc. |
11 |
Blackstone / Gso Strategic Credit Fund |
11 |
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
11 |
Fondren Management LP |
11 |
Barnett & Company, Inc. |
11 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
11 |
Champlain Investment Partners, LLC |
11 |
Eaton Vance Ltd Duration Income Fund |
11 |
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
11 |
Ibex Investors LLC |
11 |
Van Eck Associates Corp |
11 |
YorkBridge Wealth Partners, LLC |
11 |
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
11 |
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
11 |
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF |
11 |
YHB Investment Advisors, Inc. |
11 |
Whipplewood Advisors, LLC |
11 |
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
11 |
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF |
11 |
Kavar Capital Partners, LLC |
11 |
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
11 |
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
11 |
Sanders Morris Harris Llc |
11 |
Wakefield Asset Management LLLP |
11 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
11 |
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
11 |
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
11 |
Mane Global Capital Management Lp |
11 |
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
11 |
Highlander Capital Management, LLC |
11 |
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
11 |
Dubuque Bank & Trust Co |
11 |
Edge Wealth Management LLC |
11 |
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
11 |
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
11 |
Phocas Financial Corp. |
11 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
11 |
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
11 |
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
11 |
Bayforest Capital Ltd |
11 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
11 |
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
11 |
Haberer Registered Investment Advisor Inc |
11 |
Beacon Pointe Advisors, LLC |
11 |
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
11 |
Kistler-Tiffany Companies, LLC |
11 |
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
11 |
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
11 |
Clean Yield Group |
11 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
11 |
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A |
11 |
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
11 |
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
11 |
Grove Bank & Trust |
11 |
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A |
11 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
11 |
Eidelman Virant Capital |
11 |
B. Metzler seel. Sohn & Co. AG |
11 |
Envestnet Portfolio Solutions, Inc. |
11 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
11 |
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
11 |
Bb&t Investment Services, Inc. |
11 |
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
11 |
Advent Capital Management /de/ |
11 |
Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
11 |
Allstate Corp |
11 |
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
11 |
Underlying Funds Trust |
11 |
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
11 |
Connable Office Inc |
11 |
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
11 |
Quinn Opportunity Partners LLC |
11 |
Ramsey Quantitative Systems |
11 |
RMB Capital Management, LLC |
11 |
Highland Capital Management, Llc |
11 |
QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
11 |
CAPROCK Group, Inc. |
11 |
Tributary Capital Management, LLC |
11 |
Signet Financial Management, Llc |
11 |
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
11 |
Veritable, L.P. |
11 |
Total Clarity Wealth Management, Inc. |
11 |
Integrated Wealth Concepts LLC |
11 |
Price Capital Management, Inc. |
11 |
Passport Capital, LLC |
11 |
Legacy Financial Advisors, Inc. |
11 |
Cramer Rosenthal Mcglynn Llc |
11 |
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
11 |
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF |
11 |
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
11 |
Wealthspire Advisors, LLC |
11 |
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
11 |
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
11 |
Alexandria Capital, LLC |
11 |
Mckinley Capital Management Llc /delaware |
11 |
Philadelphia Trust Co |
11 |
Elk Creek Partners, LLC |
11 |
Qci Asset Management Inc/ny |
11 |
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
11 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class |
11 |
Mutual Advisors, LLC |
11 |
Rainier Investment Management Llc |
11 |
Kiwi Wealth Investments Limited Partnership |
11 |
Gladius Capital Management LP |
11 |
Fort, L.p. |
11 |
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
11 |
Cambridge Trust Co |
11 |
Castleview Partners, Llc |
11 |
Shepherd Kaplan Krochuk, Llc |
11 |
Stonehage Fleming (uk) Ltd |
11 |
One Wealth Advisors, LLC |
11 |
Columbia Wanger Asset Management Llc |
11 |
Hughes Financial Services, LLC |
11 |
Highline Wealth Partners Llc |
11 |
Portside Wealth Group, LLC |
11 |
Accurate Wealth Management, LLC |
11 |
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
11 |
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
11 |
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
11 |
Wealthfront Advisers Llc |
11 |
MIK Capital, LP |
11 |
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF |
11 |
Delpha Capital Management, Llc |
11 |
Vantage Investment Advisors, LLC |
11 |
Caerus Global Investors LLC |
11 |
Truewealth Llc |
11 |
Sawgrass Asset Management Llc |
11 |
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
11 |
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
11 |
Hilltop Holdings Inc. |
11 |
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
11 |
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
11 |
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
11 |
Atlas Private Wealth Advisors |
11 |
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
11 |
Central Pacific Bank - Trust Division |
11 |
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A |
11 |
Garnet Equity Capital Holdings, Inc. |
11 |
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
11 |
Mesirow Financial Investment Management, Inc. |
11 |
Readystate Asset Management Lp |
11 |
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
11 |
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
11 |
Hartford Investment Management Co |
11 |
Merit Financial Group, LLC |
11 |
EHLS - Tidal Trust II - Even Herd Long Short ETF |
11 |
Alydar Partners Llc |
11 |
Concentric Capital Strategies, LP |
11 |
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
11 |
Procyon Private Wealth Partners, LLC |
11 |
True Signal Lp |
11 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
10 |
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
10 |
WealthTrust Fairport, LLC |
10 |
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
10 |
Aristides Capital LLC |
10 |
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
10 |
Nair Vinay |
10 |
ARGI Investment Services, LLC |
10 |
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
10 |
Ruggie Capital Group |
10 |
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
10 |
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
10 |
Junto Capital Management LP |
10 |
MANA Advisors LLC |
10 |
Blackstone / Gso Senior Floating Rate Term Fund |
10 |
Eastern Bank |
10 |
Caitlin John, LLC |
10 |
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
10 |
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N |
10 |
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
10 |
Bedel Financial Consulting, Inc. |
10 |
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
10 |
Atwood & Palmer Inc |
10 |
Eudaimonia Partners, LLC |
10 |
Cca Investments Trust |
10 |
Parsons Capital Management Inc/ri |
10 |
Pittenger & Anderson Inc |
10 |
Forum Financial Management, LP |
10 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
10 |
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I |
10 |
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
10 |
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
10 |
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class |
10 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 |
10 |
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
10 |
American Capital Advisory, LLC |
10 |
Heartland Advisors Inc |
10 |
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
10 |
Kettle Hill Capital Management, Llc |
10 |
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
10 |
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
10 |
Renaissance Group Llc |
10 |
Freestone Capital Holdings, LLC |
10 |
Insight Capital Research & Management Inc |
10 |
American National Bank |
10 |
Curian Capital Llc |
10 |
Royal Fund Management, LLC |
10 |
Wcm Investment Management, Llc |
10 |
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
10 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class |
10 |
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund |
10 |
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
10 |
Rakuten Securities, Inc. |
10 |
Blackrock Debt Strategies Fund, Inc. |
10 |
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV |
10 |
Polymer Capital Management (US) LLC |
10 |
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A |
10 |
BBVA USA Bancshares, Inc. |
10 |
Westside Investment Management, Inc. |
10 |
Orrstown Financial Services Inc |
10 |
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
10 |
IBM Retirement Fund |
10 |
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
10 |
Glg Llc |
10 |
Fortitude Advisory Group L.L.C. |
10 |
American Funds Insurance Series |
10 |
Mid Atlantic Financial Management Inc/adv |
10 |
Voya Prime Rate Trust |
10 |
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
10 |
Alpha Omega Wealth Management LLC |
10 |
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
10 |
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
10 |
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
10 |
Bank Julius Baer & Co. Ltd, Zurich |
10 |
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
10 |
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
10 |
Baader Bank INC |
10 |
Redwood Investment Management, Llc |
10 |
Glenmede Investment Management, LP |
10 |
Exane Derivatives |
10 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
10 |
Kodai Capital Management LP |
10 |
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A |
10 |
Bellevue Asset Management, Llc |
10 |
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
10 |
Blackrock Core Bond Trust |
10 |
Northpointe Capital Llc |
10 |
Winch Advisory Services, LLC |
10 |
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
10 |
Nuveen S&p 500 Dynamic Overwrite Fund |
10 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
10 |
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
10 |
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
10 |
MYDA Advisors LLC |
10 |
Winton Diversified Opportunities Fund |
10 |
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
10 |
Standard Life Aberdeen plc |
10 |
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
10 |
Fidelis Capital Partners, LLC |
10 |
Dana Investment Advisors, Inc. |
10 |
Deltec Asset Management Llc |
10 |
Vivaldi Opportunities Fund |
10 |
Ada Investment Management, LP |
10 |
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund |
10 |
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
10 |
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV |
10 |
Carolina Wealth Advisors, LLC |
10 |
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
10 |
Colonial Trust Co / SC |
10 |
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
10 |
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
10 |
Agf Management Ltd |
10 |
IWB - iSHARES TRUST - iShares Russell 1000 ETF |
10 |
Stonebridge Financial Group, LLC |
10 |
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
10 |
TriOaks Capital Management L.P. |
10 |
Poehling Capital Management, LLC |
10 |
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF |
10 |
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
10 |
Blackstone / Gso Floating Rate Enhanced Income Fund |
10 |
First Horizon Corp |
10 |
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
10 |
Prudential Global Short Duration High Yield Fund, Inc. |
10 |
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
10 |
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
10 |
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A |
10 |
Frazier Financial Advisors, LLC |
10 |
Blackrock Multi-sector Income Trust |
10 |
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
10 |
Spring Creek Capital Llc |
10 |
MBEQX - M FUND INC - M International Equity Fund |
10 |
GeoWealth Management, LLC |
10 |
Congress Wealth Management LLC / DE / |
10 |
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
10 |
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
10 |
Vivaldi Asset Management, LLC |
10 |
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
10 |
Claris Advisors, Llc / Mo / |
10 |
Gyon Technologies Capital Management, LP |
10 |
PBJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Food & Beverage ETF |
10 |
Apertura Capital, LLC |
10 |
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
10 |
Bay Harbor Wealth Management, LLC |
10 |
Beaird Harris Wealth Management, LLC |
10 |
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
10 |
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
10 |
Baystate Wealth Management LLC |
10 |
Shapiro Robert N |
10 |
Tremblant Capital Group |
10 |
Kestra Investment Management, LLC |
10 |
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
10 |
Stillwater Investment Management, L.P. |
10 |
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
10 |
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
10 |
Virginia Retirement System |
10 |
BW Gestao de Investimentos Ltda. |
10 |
Gateway Investment Advisers Llc |
10 |
Connors Investor Services Inc |
10 |
Strategic Wealth Partners, Ltd. |
10 |
Associated Banc-corp |
10 |
Peconic Partners Llc |
10 |
Parkwood LLC |
10 |
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A |
10 |
Denali Advisors Llc |
10 |
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
10 |
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
10 |
Prime Capital Investment Advisors, LLC |
10 |
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
10 |
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
10 |
CNB Bank |
10 |
Benjamin Edwards Inc |
10 |
Intrust Bank Na |
10 |
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
10 |
NOBOX - Northern Funds - Northern Bond Index Fund |
10 |
WealthPLAN Partners, LLC |
10 |
Northern Oak Wealth Management Inc |
10 |
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
10 |
Ardsley Advisory Partners Lp |
10 |
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
10 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
10 |
Hm Payson & Co |
10 |
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
10 |
Horrell Capital Management, Inc. |
10 |
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
10 |
LRI Investments, LLC |
10 |
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
10 |
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares |
10 |
AIEQ - ETF Managers Trust - AI Powered Equity ETF |
10 |
Parkworth Wealth Management, Inc. |
10 |
Brighton Jones Llc |
10 |
UniSuper Management Pty Ltd |
10 |
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
10 |
Treasurer of the State of North Carolina |
10 |
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
10 |
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
10 |
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio |
10 |
Herndon Capital Management Llc |
10 |
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
10 |
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
10 |
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
10 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class |
10 |
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
10 |
Webster Bank, N. A. |
10 |
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
10 |
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
10 |
Monashee Investment Management LLC |
10 |
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
10 |
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
10 |
Krilogy Financial LLC |
10 |
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A |
10 |
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
10 |
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
10 |
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF |
10 |
Simon Quick Advisors, Llc |
10 |
Ledyard National Bank |
10 |
River & Mercantile Asset Management Llp |
10 |
Brookstone Capital Management |
10 |
Trillium Asset Management, Llc |
10 |
MIG Capital, LLC |
10 |
Wellington Shields Capital Management, LLC |
10 |
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
10 |
Westchester Capital Management, LLC |
10 |
Connacht Asset Management LP |
10 |
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
10 |
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
10 |
Scoggin Management Lp |
10 |
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
10 |
Etf Managers Group, Llc |
10 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
10 |
MTM Investment Management, LLC |
10 |
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
10 |
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
10 |
Archon Capital Management LLC |
10 |
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
10 |
Korea Investment CORP |
10 |
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
10 |
Zebra Capital Management LLC |
10 |
Dean Capital Management |
10 |
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
10 |
RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
10 |
Kore Private Wealth LLC |
10 |
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
10 |
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
10 |
Spectrum Management Group, LLC |
10 |
Jupiter Asset Management Ltd |
10 |
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
10 |
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
10 |
Trust Co |
10 |
Lighthouse Investment Partners, LLC |
10 |
Archford Capital Strategies, LLC |
10 |
Spears Abacus Advisors LLC |
10 |
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I |
10 |
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 |
10 |
CSat Investment Advisory, L.P. |
10 |
Tokio Marine Asset Management Co Ltd |
10 |
Turner Funds |
10 |
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 |
10 |
Strategic Investment Management, Llc |
10 |
City Holding Co |
10 |
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
10 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
10 |
Legacy Wealth Asset Management, LLC |
10 |
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund |
10 |
HFM Investment Advisors, LLC |
9 |
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
9 |
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
9 |
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund |
9 |
Iron Horse Wealth Management, LLC |
9 |
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
9 |
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
9 |
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
9 |
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
9 |
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
9 |
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
9 |
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
9 |
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
9 |
Cromwell Holdings LLC |
9 |
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
9 |
Bfsg, Llc |
9 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
9 |
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
9 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
9 |
Binnacle Investments Inc |
9 |
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
9 |
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND |
9 |
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
9 |
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
9 |
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity |
9 |
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
9 |
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
9 |
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
9 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
9 |
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
9 |
Ethic Inc. |
9 |
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
9 |
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF |
9 |
Shine Investment Advisory Services Inc |
9 |
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
9 |
WR Wealth Planners, LLC |
9 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
9 |
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
9 |
GGBFX - GuideStone Funds - Global Bond Fund Investor |
9 |
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
9 |
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
9 |
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
9 |
Bank & Trust Co |
9 |
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
9 |
Gw Henssler & Associates Ltd |
9 |
Steadfast Capital Management Lp |
9 |
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
9 |
Vigilant Capital Management, LLC |
9 |
Key FInancial Inc |
9 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
9 |
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
9 |
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
9 |
Pacific Grove Capital LP |
9 |
WealthTrust-Arizona, LLC |
9 |
Mizuho Securities Usa Llc |
9 |
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
9 |
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
9 |
York Capital Management Global Advisors, LLC |
9 |
QCM Cayman, Ltd. |
9 |
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
9 |
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
9 |
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I |
9 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
9 |
Quantum Capital Management |
9 |
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
9 |
Mork Capital Management, LLC |
9 |
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
9 |
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
9 |
Rockbridge Investment Management, LCC |
9 |
Pinz Capital Management, LP |
9 |
Opal Wealth Advisors, LLC |
9 |
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
9 |
Tdam Usa Inc. |
9 |
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
9 |
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
9 |
VCGAX - VALIC Co I - Growth & Income Fund |
9 |
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
9 |
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A |
9 |
Buckingham Strategic Wealth, Llc |
9 |
Trust For Advisor Solutions |
9 |
VMIDX - VALIC Co I - Mid Cap Index Fund |
9 |
UMPIX - Profunds - Ultramid-cap Profund Investor Class |
9 |
MGPIX - Profunds - Mid-cap Growth Profund Investor Class |
9 |
MDPIX - Profunds - Mid-cap Profund Investor Class |
9 |
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF |
9 |
AlphaMark Advisors, LLC |
9 |
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
9 |
WealthCollab, LLC |
9 |
Center for Financial Planning, Inc. |
9 |
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
9 |
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
9 |
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
9 |
Falcon Point Capital, Llc |
9 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
9 |
Hartford Financial Management Inc. |
9 |
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
9 |
APBAX - Cavanal Hill Funds - Active Core Fund Investor |
9 |
Scout Investments, Inc. |
9 |
Perigon Wealth Management, LLC |
9 |
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
9 |
1st Global Advisors, Inc. |
9 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
9 |
Interchange Capital Partners, LLC |
9 |
Leavell Investment Management, Inc. |
9 |
Old Point Trust & Financial Services N A |
9 |
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
9 |
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
9 |
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
9 |
Tradition Wealth Management, LLC |
9 |
Pinnacle Financial Partners Inc |
9 |
Dynamic Advisor Solutions LLC |
9 |
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
9 |
Aristeia Capital Llc |
9 |
Washington Capital Management Inc |
9 |
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
9 |
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
9 |
First Financial Corp /in/ |
9 |
Smallcap World Fund Inc |
9 |
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
9 |
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H |
9 |
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
9 |
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
9 |
Sun Life Financial Inc |
9 |
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
9 |
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
9 |
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
9 |
Kings Point Capital Management |
9 |
NOMIX - Northern Funds - Northern Mid Cap Index Fund |
9 |
Westport Resources Management Inc |
9 |
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF |
9 |
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I |
9 |
Highland Capital Management Lp |
9 |
Livingston Group Asset Management CO (operating as Southport Capital Management) |
9 |
Tabor Asset Management, LP |
9 |
FEDERATED CORE TRUST - High Yield Bond Portfolio |
9 |
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
9 |
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
9 |
B. Metzler seel. Sohn & Co. Holding AG |
9 |
Childress Capital Advisors, Llc |
9 |
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
9 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
9 |
Wetherby Asset Management Inc |
9 |
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
9 |
Banco Bilbao Vizcaya Argentaria, S.a. |
9 |
SummitTX Capital, L.P. |
9 |
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
9 |
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
9 |
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
9 |
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
9 |
Motley Fool Asset Management LLC |
9 |
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
9 |
Alta Capital Management Llc/ |
9 |
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
9 |
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF |
9 |
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I |
9 |
IPG Investment Advisors LLC |
9 |
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
9 |
Profunds - Profund Vp Ultramid-cap |
9 |
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
9 |
Americana Partners, LLC |
9 |
Next Financial Holdings |
9 |
Integrated Advisors Network LLC |
9 |
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
9 |
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
9 |
Profunds - Profund Vp Mid-cap Growth |
9 |
AJOVista, LLC |
9 |
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
9 |
Bare Financial Services, Inc |
9 |
E. Ohman J:or Asset Management AB |
9 |
Garrett Wealth Advisory Group, LLC |
9 |
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
9 |
Semanteon Capital Management, LP |
9 |
Qtron Investments LLC |
9 |
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
9 |
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
9 |
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
9 |
Strategic Blueprint, LLC |
9 |
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
9 |
Global Wealth Management Investment Advisory, Inc. |
9 |
O'Shares Investment Advisers, LLC |
9 |
Sentinel Asset Management, Inc. |
9 |
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
9 |
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 |
9 |
Ossiam |
9 |
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I |
9 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
9 |
HHM Wealth Advisors, LLC |
9 |
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
9 |
Crestwood Advisors Group LLC |
9 |
Apollon Wealth Management, LLC |
9 |
Richard Bernstein Advisors LLC |
9 |
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
9 |
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF |
9 |
Apriem Advisors |
9 |
Tuttle Tactical Management LLC |
9 |
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
9 |
Laurel Wealth Advisors LLC |
9 |
HWG Holdings LP |
9 |
General Motors Investment Management Corp |
9 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
9 |
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
9 |
Boston Private Bank & Trust Co |
9 |
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A |
9 |
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
9 |
Nachman Norwood & Parrott, Inc |
9 |
Pendal Group Ltd |
9 |
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
9 |
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class |
9 |
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
9 |
West Paces Advisors Inc. |
9 |
Savoir Faire Capital Management, L.P. |
9 |
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
9 |
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares |
9 |
STFBX - Advisers Investment Trust - State Farm Balanced Fund |
9 |
Edmonds Duncan Registered Investment Advisors, LLC |
9 |
Quaker Wealth Management, LLC |
9 |
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
9 |
TRUE Private Wealth Advisors |
9 |
Thornburg Investment Management Inc |
9 |
Oliver Luxxe Assets LLC |
9 |
Norden Group Llc |
9 |
RPG Investment Advisory, LLC |
9 |
Sheaff Brock Investment Advisors, LLC |
9 |
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund |
9 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
9 |
Mizuho Trust & Banking Co., Ltd. |
9 |
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
9 |
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
9 |
Horan Securities, Inc. |
9 |
Mint Tower Capital Management B.V. |
9 |
Change Path, LLC |
9 |
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
9 |
Century Capital Management, LLC |
9 |
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
9 |
West Branch Capital LLC |
9 |
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares |
9 |
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
9 |
Chartwell Investment Partners/pa |
9 |
FundVantage Trust - Verplanck Balanced Fund |
9 |
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
9 |
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
9 |
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
9 |
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
9 |
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
9 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
9 |
Avestar Capital, LLC |
9 |
U S Global Investors Inc |
9 |
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
9 |
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
9 |
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
9 |
Bahl & Gaynor Inc |
9 |
Verity Asset Management, Inc. |
9 |
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
9 |
Teton Advisors, Inc. |
9 |
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
9 |
First Allied Advisory Services, Inc. |
9 |
Centenus Global Management, Lp |
9 |
Integrated Investment Consultants, LLC |
9 |
Pinkerton Retirement Specialists, LLC |
9 |
Spouting Rock Asset Management, LLC |
9 |
ACK Asset Management LLC |
9 |
Spdr S&p Midcap 400 Etf Trust |
9 |
URTH - iShares, Inc. - iShares MSCI World ETF |
9 |
Suvretta Capital Management, Llc |
9 |
Cassady Schiller Wealth Management, LLC |
9 |
Signition Lp |
9 |
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
9 |
Red Tortoise LLC |
9 |
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
9 |
Equitec Proprietary Markets, Llc |
9 |
Independence Capital Asset Partners, LLC |
9 |
Hartford Series Fund Inc |
9 |
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
9 |
Scholtz & Company, Llc |
9 |
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
9 |
Morton Brown Family Wealth, LLC |
9 |
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
9 |
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
9 |
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
9 |
Girard Partners Ltd. |
9 |
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
9 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
9 |
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
9 |
Virtus Investment Advisers, Inc. |
9 |
Putnam Master Intermediate Income Trust |
9 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
9 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
9 |
Dai-ichi Life Holdings, Inc. |
9 |
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
9 |
Heritage Wealth Advisors |
9 |
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
9 |
Kernodle & Katon Asset Management Group, LLC |
9 |
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
9 |
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
9 |
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
9 |
Lenox Wealth Management, Inc. |
9 |
Schonfeld Group Holdings LLC |
9 |
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
9 |
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
9 |
Millstone Evans Group, LLC |
9 |
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
9 |
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
9 |
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
9 |
STXK - EA Series Trust - Strive Small-Cap ETF |
9 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
9 |
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
9 |
Peapack Gladstone Financial Corp |
9 |
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
9 |
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
9 |
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A |
9 |
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
9 |
Western Asset High Income Fund Ii Inc. |
9 |
Aurora Investment Counsel |
9 |
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
9 |
Nuveen Credit Strategies Income Fund |
9 |
Archer Investment Corp |
9 |
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
9 |
Coppell Advisory Solutions Corp. |
9 |
Nuveen Floating Rate Income Fund |
9 |
Prentice Capital Management, LP |
9 |
WealthTrak Capital Management LLC |
9 |
Delphi Private Advisors LLC |
9 |
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
9 |
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
9 |
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
9 |
Wilmington Funds Management Corp |
9 |
ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
9 |
Numerai GP LLC |
9 |
West Tower Group, LLC |
9 |
Kula Investments, LLC |
9 |
Peregrine Capital Management Llc |
9 |
Jpmorgan Trust Iii |
9 |
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
9 |
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
9 |
Jacobi Capital Management LLC |
9 |
Cribstone Capital Management, LLC |
9 |
Options Solutions, Llc |
9 |
First Bank & Trust |
9 |
TIMOTHY PLAN - Timothy Strategic Variable |
9 |
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
9 |
S.A. Mason LLC |
9 |
Oppenheimer Quest For Value Funds |
9 |
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
9 |
ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
9 |
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
9 |
Capital Investment Advisory Services, LLC |
9 |
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
9 |
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
9 |
DLD Asset Management, LP |
9 |
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
9 |
Harvest Management Llc |
9 |
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
9 |
Banco Santander, S.A. |
9 |
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
9 |
Guggenheim Strategic Opportunities Fund |
9 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
9 |
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
9 |
R&F Capital Advisors LP |
9 |
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
9 |
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF |
9 |
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
9 |
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
9 |
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
9 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
9 |
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
9 |
Doyle Wealth Management |
9 |
Armstrong Advisory Group, Inc |
9 |
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
9 |
Barrett Asset Management, LLC |
9 |
M&r Capital Management Inc |
9 |
Tiger Management L.l.c. |
9 |
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class |
9 |
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
9 |
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
9 |
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
9 |
Diker Management Llc |
9 |
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
9 |
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
9 |
J.w. Cole Advisors, Inc. |
9 |
Fortis Group Advisors, LLC |
9 |
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
9 |
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A |
9 |
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
9 |
Bourgeon Capital Management Llc |
9 |
Formidable Asset Management, LLC |
9 |
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
9 |
TFC Financial Management |
9 |
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
9 |
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional |
8 |
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
8 |
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
8 |
Alpine Woods Capital Investors, Llc |
8 |
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares |
8 |
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
8 |
PENN SERIES FUNDS INC - Small Cap Value Fund |
8 |
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
8 |
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
8 |
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
8 |
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
8 |
Eminence Capital, Lp |
8 |
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
8 |
Longfellow Investment Management Co Llc |
8 |
Certified Advisory Corp |
8 |
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
8 |
111 Capital |
8 |
Wagner Wealth Management, Llc |
8 |
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
8 |
Braun Stacey Associates Inc |
8 |
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
8 |
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
8 |
Wetzel Investment Advisors, Inc. |
8 |
Solstein Capital, LLC |
8 |
Beese Fulmer Investment Management, Inc. |
8 |
Summit X, LLC |
8 |
Piershale Financial Group, Inc. |
8 |
Pensionmark Financial Group, Llc |
8 |
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class |
8 |
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
8 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I |
8 |
Bandera Partners LLC |
8 |
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
8 |
Capital International Inc /ca/ |
8 |
Greenwood Capital Associates Llc |
8 |
Capital Guardian Trust Co |
8 |
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S |
8 |
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF |
8 |
Human Investing LLC |
8 |
Verus Capital Partners, Llc |
8 |
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
8 |
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
8 |
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares |
8 |
Cornerstone Investment Partners, LLC |
8 |
Intact Investment Management Inc. |
8 |
Crawford Investment Counsel Inc |
8 |
Livforsakringsbolaget Skandia, Omsesidigt |
8 |
Executive Wealth Management, LLC |
8 |
Financial Counselors Inc |
8 |
Bbva Usa |
8 |
Unique Wealth Strategies, LLC |
8 |
Graticule Asia Macro Advisors LLC |
8 |
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class |
8 |
RK Capital Management, LLC |
8 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
8 |
Machina Capital S.a.s. |
8 |
Profunds - Profund Vp Mid-cap Value |
8 |
Liberty Wealth Management Llc |
8 |
Profunds - Profund Vp Consumer Services |
8 |
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV |
8 |
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
8 |
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
8 |
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class |
8 |
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class |
8 |
Capital One, National Association |
8 |
Guardian Capital Lp |
8 |
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares |
8 |
Dialectic Capital Management, Lp |
8 |
Sageworth Trust Co of South Dakota |
8 |
Shaolin Capital Management LLC |
8 |
Vestmark Advisory Solutions, Inc. |
8 |
WealthStone, Inc. |
8 |
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
8 |
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
8 |
Nbt Bank N A /ny |
8 |
Arden Trust Co |
8 |
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
8 |
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
8 |
Fieldview Capital Management, LLC |
8 |
Adams Diversified Equity Fund, Inc. |
8 |
Cornerstone Wealth Management, LLC |
8 |
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares |
8 |
Stanley-Laman Group, Ltd. |
8 |
Cantor Fitzgerald, L. P. |
8 |
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
8 |
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
8 |
Rialto Wealth Management, LLC |
8 |
Comerica Securities Inc |
8 |
Shaker Investments Llc/oh |
8 |
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
8 |
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A |
8 |
Essex Investment Management Co Llc |
8 |
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
8 |
Hazlett, Burt & Watson, Inc. |
8 |
Invenomic Capital Management LP |
8 |
Carillon Tower Advisers, Inc. |
8 |
Lomas Capital Management, LLC |
8 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
8 |
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
8 |
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
8 |
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
8 |
New Age Alpha Advisors, LLC |
8 |
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF |
8 |
NewEdge Wealth, LLC |
8 |
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
8 |
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
8 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
8 |
Retirement Planning Co of New England, Inc. |
8 |
Abich Financial Wealth Management LLC |
8 |
Lloyd Advisory Services, LLC. |
8 |
Pacitti Group Inc. |
8 |
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
8 |
Atomi Financial Group, Inc. |
8 |
Gryphon Financial Partners LLC |
8 |
Financial Network Wealth Advisors LLC |
8 |
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
8 |
ORG Partners LLC |
8 |
Buckingham Strategic Partners |
8 |
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
8 |
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
8 |
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
8 |
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
8 |
Squar Milner Financial Services Llc |
8 |
CarsonAllaria Wealth Management, Ltd. |
8 |
Confluence Wealth Services, Inc. |
8 |
TCTC Holdings, LLC |
8 |
Arrowgrass Capital Partners (us) Lp |
8 |
Accel Wealth Management |
8 |
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
8 |
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
8 |
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
8 |
Royce Value Trust Inc |
8 |
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
8 |
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
8 |
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
8 |
Atika Capital Management LLC |
8 |
Clarus Wealth Advisors |
8 |
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A |
8 |
Security National Trust Co |
8 |
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
8 |
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
8 |
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares |
8 |
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund |
8 |
Hatteras Funds, LLC |
8 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
8 |
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
8 |
Claraphi Advisory Network, LLC |
8 |
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N |
8 |
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf |
8 |
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
8 |
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
8 |
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 |
8 |
Bridgecreek Investment Management, LLC |
8 |
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M |
8 |
Lombard Odier Asset Management (Switzerland) SA |
8 |
HBK Sorce Advisory LLC |
8 |
Ab Pooling Portfolios |
8 |
Logan Capital Management Inc |
8 |
Winton Capital Management Ltd |
8 |
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
8 |
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
8 |
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
8 |
Bronson Point Management LLC |
8 |
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
8 |
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND |
8 |
Planning Capital Management Corp |
8 |
EP Wealth Advisors, Inc. |
8 |
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
8 |
Absoluto Partners Gestao de Recursos Ltda |
8 |
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
8 |
Patten Group, Inc. |
8 |
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A |
8 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
8 |
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
8 |
Gulf International Bank (UK) Ltd |
8 |
13D Management LLC |
8 |
First Western Capital Management Co |
8 |
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
8 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
8 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
8 |
Western Asset High Income Opportunity Fund Inc. |
8 |
Americafirst Capital Management, Llc |
8 |
CT Financial Advisors LLC |
8 |
Corsair Capital Management, L.p. |
8 |
Stock Yards Bank & Trust Co |
8 |
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
8 |
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
8 |
Stifel Nicolaus & Co Inc \mo\ |
8 |
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
8 |
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF |
8 |
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
8 |
Schechter Investment Advisors, LLC |
8 |
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
8 |
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
8 |
New England Research & Management, Inc. |
8 |
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
8 |
Safeguard Investment Advisory Group, LLC |
8 |
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
8 |
Nuveen Nasdaq 100 Dynamic Overwrite Fund |
8 |
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
8 |
Argentus Capital Management, LLC |
8 |
Griffin Institutional Access Credit Fund |
8 |
Operose Advisors LLC |
8 |
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
8 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB |
8 |
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
8 |
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
8 |
Country Trust Bank |
8 |
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
8 |
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
8 |
NatWest Group plc |
8 |
Fifth Third Wealth Advisors LLC |
8 |
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
8 |
Bradley Foster & Sargent Inc/ct |
8 |
Transamerica Partners Funds Group Ii |
8 |
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
8 |
Allegis Investment Advisors, LLC |
8 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
8 |
Dalton Greiner Hartman Maher & Co |
8 |
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
8 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
8 |
Wealth Quarterback LLC |
8 |
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
8 |
Physicians Financial Services, Inc. |
8 |
Capital International Sarl |
8 |
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
8 |
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
8 |
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
8 |
Marsico Capital Management Llc |
8 |
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
8 |
Bennett Lawrence Management L L C/ny |
8 |
Franklin Street Advisors Inc /nc |
8 |
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. |
8 |
Fruth Investment Management |
8 |
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
8 |
Malaga Cove Capital, LLC |
8 |
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
8 |
STXG - EA Series Trust - Strive 1000 Growth ETF |
8 |
Mangrove Partners |
8 |
Crawford Fund Management, LLC |
8 |
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
8 |
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services |
8 |
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
8 |
Creekmur Asset Management LLC |
8 |
Anson Funds Management LP |
8 |
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
8 |
Sumitomo Life Insurance Co |
8 |
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
8 |
Pacific Capital Wealth Advisors, Inc |
8 |
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
8 |
Baillie Gifford & Co |
8 |
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
8 |
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
8 |
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
8 |
Keeley-Teton Advisors, LLC |
8 |
Samalin Investment Counsel, LLC |
8 |
Achmea Investment Management B.V. |
8 |
Dfa Investment Trust Co - The Japanese Small Company Series |
8 |
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 |
8 |
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
8 |
Pinnacle Holdings, LLC |
8 |
Caldwell Securities, Inc |
8 |
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares |
8 |
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
8 |
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund |
8 |
Callan Family Office, LLC |
8 |
Baltimore-Washington Financial Advisors, Inc. |
8 |
Clearview Wealth Advisors LLC |
8 |
Altus Wealth Group LLC |
8 |
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
8 |
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
8 |
Manning & Napier Advisors Llc |
8 |
Davidson Kempner Capital Management LLC |
8 |
Fiduciary Trust Co |
8 |
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
8 |
Compass Wealth Management LLC |
8 |
HB Wealth Management, LLC |
8 |
McKinley Carter Wealth Services, Inc. |
8 |
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
8 |
MLPIX - Profunds - Mid-cap Value Profund Investor Class |
8 |
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
8 |
Pacific Alternative Asset Management Company, Llc |
8 |
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class |
8 |
Taconic Capital Advisors LP |
8 |
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
8 |
Rockefeller Financial Services Inc |
8 |
1620 Investment Advisors, Inc. |
8 |
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
8 |
Coronation Fund Managers Ltd. |
8 |
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
8 |
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
8 |
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
8 |
Bienville Capital Management, LLC |
8 |
FT Options LLC |
8 |
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
8 |
Bck Capital Management Lp |
8 |
Solaris Asset Management Llc |
8 |
Community Bank, N.A. |
8 |
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
8 |
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
8 |
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
8 |
IAG Wealth Partners, LLC |
8 |
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
8 |
NJ State Employees Deferred Compensation Plan |
8 |
Allegheny Financial Group LTD |
8 |
HighVista Strategies LLC |
8 |
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF |
8 |
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
8 |
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
8 |
Rock Creek Group, LP |
8 |
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
8 |
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
8 |
VCBCX - VALIC Co I - Blue Chip Growth Fund |
8 |
Cfm Wealth Partners Llc |
8 |
Verdence Capital Advisors LLC |
8 |
EFG Asset Management (North America) Corp. |
8 |
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class |
8 |
Tyler-Stone Wealth Management |
8 |
Transamerica Partners Portfolios |
8 |
Advent Claymore Convertible Securities & Income Fund |
8 |
Strategic Investment Solutions, Inc. /IL |
8 |
Jeppson Wealth Management, Llc |
8 |
TradeLink Global Equity LLC |
8 |
De Burlo Group Inc |
8 |
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class |
8 |
Royal London Asset Management Ltd |
8 |
SLIM - Janus Detroit Street Trust - The Obesity ETF |
8 |
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
8 |
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
8 |
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares |
8 |
First Command Financial Services, Inc. |
8 |
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
8 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
8 |
Avalon Advisors, Llc |
8 |
Chiron Investment Management, LLC |
8 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
8 |
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
8 |
ICA Group Wealth Management, LLC |
8 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
8 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
8 |
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
8 |
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
8 |
Natixis Investment Managers International |
8 |
Simplicity Wealth,LLC |
8 |
Eagle Global Advisors Llc |
8 |
Albion Financial Group /ut |
8 |
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV |
8 |
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
8 |
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF |
8 |
Psagot Investment House Ltd. |
8 |
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
8 |
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
8 |
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
8 |
Voya Senior Income Fund |
8 |
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
8 |
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A |
8 |
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
8 |
Voya Global Advantage & Premium Opportunity Fund |
8 |
Kanaly Trust Co |
8 |
Moran Wealth Management, LLC |
8 |
Glenview Trust Co |
8 |
Clear Harbor Asset Management, LLC |
8 |
Scott & Selber, Inc. |
8 |
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
8 |
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
8 |
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
8 |
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
8 |
MML Series Investment Fund II - MML Equity Rotation Fund Class II |
8 |
Ascent Group, LLC |
8 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
8 |
Meridian Wealth Management, LLC |
8 |
Putnam Fl Investment Management Co |
8 |
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 |
8 |
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
8 |
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
8 |
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
8 |
Chase Investment Counsel Corp |
8 |
Perpetual Ltd |
8 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
8 |
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
8 |
Ellsworth Advisors, LLC |
8 |
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund |
8 |
Sumitomo Mitsui DS Asset Management Company, Ltd |
8 |
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
8 |
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
8 |
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A |
8 |
Lynx Investment Advisory |
8 |
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
8 |
CHURCHILL MANAGEMENT Corp |
8 |
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
8 |
Chilton Capital Management Llc |
8 |
Oliver Lagore Vanvalin Investment Group |
8 |
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
8 |
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class |
8 |
High Note Wealth, LLC |
8 |
AIA Group Ltd |
8 |
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
8 |
Foresters Investment Management Company, Inc. |
8 |
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
8 |
Advisory Alpha, LLC |
8 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
8 |
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
8 |
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
8 |
Principia Wealth Advisory, LLC |
8 |
Worldquant Millennium Advisors Llc |
8 |
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
8 |
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
8 |
Equitable Trust Co |
8 |
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
8 |
Allred Capital Management, LLC |
8 |
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A |
8 |
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
8 |
Vident Advisory, LLC |
8 |
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
8 |
Calamos Wealth Management LLC |
8 |
Zions Bancorporation, National Association /ut/ |
8 |
Infusive US Trust - INFUSIVE(R) COMPOUNDING GLOBAL EQUITIES ETF |
8 |
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
8 |
Mark Sheptoff Financial Planning, Llc |
8 |
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
8 |
Cardinal Capital Management Llc /ct |
8 |
Voss Capital, LLC |
8 |
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio |
8 |
Aj Wealth Strategies, Llc |
8 |
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
8 |
CX Institutional |
8 |
Romano Brothers And Company |
8 |
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
8 |
Haafor (Singapore) Pte. Ltd. |
8 |
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF |
8 |
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
8 |
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
8 |
Northern Right Capital Management, L.P. |
8 |
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
8 |
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
8 |
Riverview Trust Co |
8 |
Pax World Management Llc |
8 |
Next Capital Management LLC |
8 |
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
8 |
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
8 |
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
8 |
Kepos Capital LP |
8 |
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
8 |
EOPS - Emles Trust - Emles Alpha Opportunities ETF |
8 |
Fortis Advisors, LLC |
8 |
Old Second National Bank Of Aurora |
8 |
Atticus Wealth Management, Llc |
8 |
Clear Street Llc |
8 |
Transamerica Partners Funds Group |
8 |
Magnus Financial Group LLC |
8 |
VitalStone Financial, LLC |
8 |
Meiji Yasuda Asset Management Co Ltd. |
8 |
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
8 |
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
8 |
Arlington Trust Co LLC |
8 |
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
8 |
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares |
8 |
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
8 |
Cranbrook Wealth Management, LLC |
8 |
Oak Thistle LLC |
8 |
Addison Clark Management, L.l.c. |
8 |
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
8 |
Marquette Asset Management, LLC |
8 |
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
8 |
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
8 |
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
8 |
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
8 |
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares |
8 |
Matarin Capital Management, LLC |
8 |
Colonial Trust Advisors |
8 |
Lecap Asset Management Ltd |
8 |
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I |
7 |
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares |
7 |
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
7 |
Migdal Insurance & Financial Holdings Ltd. |
7 |
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF |
7 |
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
7 |
Cohen Capital Management, Inc. |
7 |
Tiaa, Fsb |
7 |
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
7 |
Lee Danner & Bass Inc |
7 |
Blue Bell Private Wealth Management, Llc |
7 |
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
7 |
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares |
7 |
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
7 |
Ruffer LLP |
7 |
Empirical Finance, LLC |
7 |
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
7 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
7 |
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
7 |
Adviser Investments LLC |
7 |
Evermay Wealth Management Llc |
7 |
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
7 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
7 |
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
7 |
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
7 |
Harvard Management Co Inc |
7 |
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
7 |
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
7 |
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund |
7 |
McGlone Suttner Wealth Management, Inc. |
7 |
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A |
7 |
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
7 |
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
7 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
7 |
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
7 |
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
7 |
City State Bank |
7 |
Woodmont Investment Counsel Llc |
7 |
PharVision Advisers, LLC |
7 |
Corbenic Partners LLC |
7 |
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
7 |
Wrapmanager Inc |
7 |
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares |
7 |
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
7 |
Arrowpoint Investment Partners (Singapore) Pte. Ltd. |
7 |
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio |
7 |
Gruber & Mcbaine Capital Management Llc |
7 |
Barometer Capital Management Inc. |
7 |
Cumberland Partners Ltd |
7 |
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
7 |
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
7 |
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund |
7 |
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
7 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
7 |
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares |
7 |
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
7 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
7 |
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF |
7 |
Ogorek Anthony Joseph /ny/ /adv |
7 |
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
7 |
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
7 |
Premier Fund Managers Ltd |
7 |
Sheets Smith Wealth Management |
7 |
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A |
7 |
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
7 |
Q Global Advisors, LLC |
7 |
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF |
7 |
Kehrs Ridge Capital,LLC |
7 |
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
7 |
Amica Mutual Insurance Co |
7 |
Inspire Advisors, LLC |
7 |
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
7 |
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
7 |
Sugarloaf Wealth Management, LLC |
7 |
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
7 |
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class |
7 |
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
7 |
Amici Capital, LLC |
7 |
Marino, Stram & Associates Llc |
7 |
Putnam Premier Income Trust |
7 |
Charter Oak Capital Management, LLC |
7 |
Walker Asset Management, LLC |
7 |
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
7 |
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
7 |
Redwood Wealth Management Group, LLC |
7 |
Blue Clay Capital Management, LLC |
7 |
Reuter James Wealth Management, Llc |
7 |
Crown Advisors Management, Inc. |
7 |
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
7 |
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund |
7 |
Nantahala Capital Management, LLC |
7 |
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund |
7 |
Apex Capital Management |
7 |
Caxton Associates Llp |
7 |
PCJ Investment Counsel Ltd. |
7 |
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
7 |
Beacon Capital Management, LLC |
7 |
Perimeter Capital Partners, LLC |
7 |
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
7 |
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
7 |
Pacific Center for Financial Services |
7 |
Li Winifred I |
7 |
Coastline Trust Co |
7 |
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
7 |
Mizuho Markets Americas Llc |
7 |
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
7 |
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
7 |
Salomon & Ludwin, LLC |
7 |
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
7 |
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
7 |
Hudock, Inc. |
7 |
Concurrent Investment Advisors, LLC |
7 |
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
7 |
Lebenthal Global Advisors, LLC |
7 |
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
7 |
Kessler Investment Group, LLC |
7 |
Private Wealth Asset Management, LLC |
7 |
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
7 |
Carmignac Gestion |
7 |
Zwj Investment Counsel Inc |
7 |
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares |
7 |
University Of Texas/texas Am Investment Managment Co |
7 |
Gratia Capital, Llc |
7 |
Nichols Asset Management LLC |
7 |
Naples Money Management LLC |
7 |
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
7 |
Forward Management, LLC |
7 |
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
7 |
Nvwm, Llc |
7 |
Woodson Capital Management, LP |
7 |
VisionPoint Advisory Group, LLC |
7 |
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
7 |
Banco de Sabadell, S.A |
7 |
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M |
7 |
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
7 |
Claro Advisors LLC |
7 |
SevenBridge Financial Group, LLC |
7 |
Securian Funds Trust - SFT Ivy Small Cap Growth Fund |
7 |
Nuveen Floating Rate Income Opportunity Fund |
7 |
Howard Hughes Medical Institute |
7 |
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF |
7 |
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
7 |
Blackrock Floating Rate Income Trust |
7 |
Cutter & CO Brokerage, Inc. |
7 |
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
7 |
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A |
7 |
WUSAX - WANGER ADVISORS TRUST - Wanger USA |
7 |
Manchester Financial Inc |
7 |
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
7 |
D1 Capital Partners L.P. |
7 |
White Pine Capital Llc |
7 |
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
7 |
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
7 |
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
7 |
Princeton Global Asset Management LLC |
7 |
First Command Advisory Services, Inc. |
7 |
Greenleaf Trust |
7 |
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
7 |
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares |
7 |
National Pension Service |
7 |
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
7 |
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
7 |
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
7 |
Mill Creek Capital Advisors, LLC |
7 |
KIFAX - Forward Funds - Salient Select Income Fund Class A |
7 |
Braun-Bostich & Associates Inc. |
7 |
Beech Hill Advisors, Inc. |
7 |
SeaTown Holdings Pte. Ltd. |
7 |
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund |
7 |
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class |
7 |
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
7 |
Easterly Investment Partners Llc |
7 |
Oak Ridge Investments Llc |
7 |
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A |
7 |
Bolton Lp |
7 |
Jackson, Grant Investment Advisers, Inc. |
7 |
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
7 |
tru Independence LLC |
7 |
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M |
7 |
Black Swift Group, LLC |
7 |
Ingalls & Snyder Llc |
7 |
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
7 |
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
7 |
Register Financial Advisors LLC |
7 |
TAP Consulting, LLC |
7 |
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
7 |
Providence Capital Advisors, LLC |
7 |
Kiley Juergens Wealth Management, Llc |
7 |
Amica Retiree Medical Trust |
7 |
Aptus Capital Advisors, LLC |
7 |
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
7 |
CCMG - EA Series Trust - CCM Global Equity ETF |
7 |
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
7 |
Red Door Wealth Management, LLC |
7 |
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
7 |
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
7 |
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A |
7 |
JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
7 |
Alphasimplex Group, Llc |
7 |
Zullo Investment Group, Inc. |
7 |
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
7 |
iA Global Asset Management Inc. |
7 |
AIA Investment Management Private Ltd |
7 |
Rosenberg Matthew Hamilton |
7 |
Wintrust Investments Llc |
7 |
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A |
7 |
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV |
7 |
JMAEX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Securitized Debt Portfolio |
7 |
Keebeck Wealth Management, LLC |
7 |
Studio Investment Management Llc |
7 |
Arbor Capital Management Llc |
7 |
Kingswood Wealth Advisors, Llc |
7 |
Primecap Management Co/ca/ |
7 |
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
7 |
Horan Capital Advisors, LLC. |
7 |
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A |
7 |
Geneva Capital Management Llc |
7 |
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
7 |
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
7 |
Wilmington Trust, National Association |
7 |
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund |
7 |
Meitav Dash Investments Ltd |
7 |
Gladstone Institutional Advisory LLC |
7 |
Bell Rock Capital Llc |
7 |
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV |
7 |
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
7 |
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A |
7 |
Stonehage Fleming Financial Services Holdings Ltd |
7 |
Sapient Capital Llc |
7 |
Dynamic Capital Management Ltd |
7 |
Scissortail Wealth Management, LLC |
7 |
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
7 |
Parisi Gray Wealth Management |
7 |
BlackRock Private Investments Fund |
7 |
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
7 |
BRC Investment Management LLC |
7 |
Gerstein Fisher |
7 |
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
7 |
Us Financial Advisors, Llc |
7 |
Kimelman & Baird, LLC |
7 |
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF |
7 |
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
7 |
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF |
7 |
Winfield Associates, Inc. |
7 |
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
7 |
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
7 |
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
7 |
Seeyond |
7 |
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
7 |
Nokota Management, LP |
7 |
Cambria Investment Management, L.P. |
7 |
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional |
7 |
Ahrens Investment Partners LLC |
7 |
St Germain D J Co Inc |
7 |
Scoria Capital Partners LP |
7 |
Bowling Portfolio Management LLC |
7 |
Ssi Investment Management Llc |
7 |
Senator Investment Group LP |
7 |
Bryce Point Capital, LLC |
7 |
Chicago Capital Management, LLC |
7 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
7 |
Ironwood Financial, llc |
7 |
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A |
7 |
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
7 |
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
7 |
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
7 |
NorthCrest Asset Manangement, LLC |
7 |
Uncommon Cents Investing LLC |
7 |
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class |
7 |
Willingdon Wealth Management |
7 |
Well Done, LLC |
7 |
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
7 |
Rathbone Brothers plc |
7 |
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
7 |
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
7 |
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
7 |
12 West Capital Management LP |
7 |
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund |
7 |
MERVX - MERGER FUND VL - The Merger Fund VL |
7 |
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A |
7 |
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
7 |
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF |
7 |
Capital Impact Advisors, LLC |
7 |
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
7 |
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund |
7 |
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
7 |
Monetary Management Group Inc |
7 |
Fidelity Central Investment Portfolios LLC - Fidelity Consumer Discretionary Central Fund |
7 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
7 |
J. Safra Sarasin Holding AG |
7 |
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
7 |
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
7 |
Clearbridge, Llc |
7 |
Independence Bank of Kentucky |
7 |
Altshuler Shaham Ltd |
7 |
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
7 |
Cornerstone Advisory, LLC |
7 |
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
7 |
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
7 |
VCULX - VALIC Co I - Growth Fund |
7 |
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
7 |
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class |
7 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
7 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
7 |
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
7 |
StoneX Group Inc. |
7 |
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
7 |
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
7 |
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class |
7 |
High Net Worth Advisory Group LLC |
7 |
Tlp Group Llc |
7 |
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
7 |
Oder Investment Management, LLC |
7 |
Industrial Alliance Investment Management Inc. |
7 |
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
7 |
Polaris Wealth Advisory Group, LLC |
7 |
Ferris Capital, Llc |
7 |
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
7 |
RHJ International SA |
7 |
Oarsman Capital, Inc. |
7 |
Ostrum Asset Management |
7 |
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
7 |
Laffer Investments |
7 |
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R |
7 |
AMF Pensionsforsakring AB |
7 |
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
7 |
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class |
7 |
Luxor Capital Group, LP |
7 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
7 |
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
7 |
THBIX - ADVISORS' INNER CIRCLE FUND - THB Asset Management MicroCap Fund Institutional Class Shares |
7 |
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
7 |
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class |
7 |
Credential Securities Inc. |
7 |
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
7 |
Calton & Associates, Inc. |
7 |
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
7 |
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
7 |
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund |
7 |
Investment Counselors Of Maryland Llc |
7 |
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
7 |
Camden Capital, LLC |
7 |
Linden Advisors Lp |
7 |
CR Intrinsic Investors, LLC |
7 |
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares |
7 |
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II |
7 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 |
7 |
BlackRock Capital Allocation Trust |
7 |
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
7 |
First Command Bank |
7 |
Capstone Series Fund Inc |
7 |
Liberty All Star Growth Fund Inc. |
7 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
7 |
McElhenny Sheffield Capital Management, LLC |
7 |
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I |
7 |
Sit Investment Associates Inc |
7 |
Fir Tree Capital Management Lp |
7 |
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 |
7 |
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
7 |
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
7 |
Mount Lucas Management LP |
7 |
Andra AP-fonden |
7 |
JHMC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Consumer Discretionary ETF |
7 |
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
7 |
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class |
7 |
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF |
7 |
SOA Wealth Advisors, LLC. |
7 |
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
7 |
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
7 |
USS Investment Management Ltd |
7 |
Bruce G. Allen Investments, LLC |
7 |
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
7 |
Greenhouse Funds LLLP |
7 |
Atlantic Union Bankshares Corp |
7 |
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A |
7 |
BOK Financial Private Wealth, Inc. |
7 |
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
7 |
Twin Capital Management Inc |
7 |
Df Dent & Co Inc |
7 |
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
7 |
Voya Financial Advisors, Inc. |
7 |
Opus Capital Group, LLC |
7 |
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
7 |
Trust Co Of Toledo Na /oh/ |
7 |
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares |
7 |
Howland Capital Management Llc |
7 |
Tobam |
7 |
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio |
7 |
Capital Advisory Group Advisory Services, LLC |
7 |
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
7 |
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
7 |
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) |
7 |
Game Plan Financial Advisors, LLC |
7 |
Tiedemann Advisors, Llc |
7 |
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
7 |
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
7 |
Stone House Investment Management, LLC |
7 |
Ceredex Value Advisors LLC |
7 |
AMG National Trust Bank |
7 |
TrimTabs Asset Management, LLC |
7 |
Kovack Advisors, Inc. |
7 |
Gmt Capital Corp |
7 |
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A |
7 |
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A |
7 |
Econ Financial Services Corp |
7 |
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
7 |
DC Investments Management, LLC |
7 |
Thrax Management, LLC |
7 |
Summit Partners Public Asset Management, Llc |
7 |
TD Capital Management LLC |
7 |
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class |
7 |
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) |
7 |
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
7 |
Avalon Trust Co |
7 |
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
7 |
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) |
7 |
AQGNX - AQR Funds - AQR Global Equity Fund Class N |
7 |
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class |
7 |
Capital Analysts, Inc. |
7 |
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
7 |
Aviance Capital Partners, LLC |
7 |
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A |
7 |
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
7 |
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
7 |
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
7 |
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes |
7 |
First Dallas Securities Inc. |
7 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
7 |
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
7 |
Engine Capital Management, LP |
7 |
Alliancebernstein Global High Income Fund Inc |
7 |
Perbak Capital Partners LLP |
7 |
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
7 |
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
7 |
CBIZ Investment Advisory Services, LLC |
7 |
Kowal Investment Group, LLC |
7 |
Tucker Asset Management Llc |
7 |
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB |
7 |
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A |
7 |
Voya Global Equity Dividend & Premium Opportunity Fund |
7 |
Nuveen Multi-Asset Income Fund |
7 |
Atlas Capital Advisors Llc |
7 |
Old North State Trust, LLC |
7 |
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
7 |
Affinity Investment Advisors, Llc |
7 |
Daiwa SB Investments Ltd. |
7 |
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
7 |
Indiana Trust & Investment Management CO |
7 |
Vise Technologies, Inc. |
7 |
XHYD - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF |
7 |
Golden State Equity Partners |
7 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I |
7 |
Burns J W & Co Inc/ny |
7 |
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
7 |
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
7 |
New Wave Wealth Advisors Llc |
7 |
PenderFund Capital Management Ltd. |
7 |
Elo Mutual Pension Insurance Co |
7 |
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares |
7 |
Dakota Wealth Management |
7 |
Savior LLC |
7 |
Camelot Portfolios, LLC |
7 |
Argent Advisors, Inc. |
7 |
Charter Trust Co |
7 |
Budros, Ruhlin & Roe, Inc. |
7 |
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
7 |
Western Asset Global High Income Fund Inc. |
7 |
Leverage Partners Absolute Return Fund SPC |
7 |
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
7 |
Ronald Blue & Co Llc |
7 |
Groupama Asset Managment |
7 |
Costello Asset Management, INC |
7 |
Perkins Coie Trust Co |
7 |
Infusive Asset Management Inc. |
7 |
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
7 |
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
7 |
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
7 |
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
7 |
Symmetry Investments LP |
7 |
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA |
7 |
Pathway Financial Advisers, LLC |
7 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
7 |
Telemus Capital, Llc |
7 |
Financial Engines Advisors L.L.C. |
7 |
MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
7 |
Saba Capital Management, L.P. |
7 |
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
7 |
Abn Amro Investment Solutions |
7 |
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 |
7 |
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund |
7 |
First City Capital Management, Inc. |
7 |
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
7 |
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
7 |
D. Scott Neal, Inc. |
7 |
Israel Discount Bank of New York |
7 |
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
7 |
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
7 |
W.G. Shaheen & Associates DBA Whitney & Co |
7 |
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
7 |
Gerber Kawasaki Wealth & Investment Management |
7 |
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF |
7 |
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
7 |
Ashton Thomas Securities, Llc |
7 |
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
7 |
St. Johns Investment Management Company, LLC |
7 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
7 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares |
7 |
Ghisallo Capital Management LLC |
7 |
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A |
7 |
RWM Asset Management, LLC |
7 |
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A |
7 |
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class |
7 |
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class |
7 |
V-Square Quantitative Management LLC |
7 |
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
7 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
7 |
IMS Capital Management |
7 |
Fort Point Capital Partners LLC |
7 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
7 |
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
7 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
7 |
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. |
7 |
Periscope Capital Inc. |
7 |
Cowa, Llc |
7 |
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
7 |
Mpwm Advisory Solutions, Llc |
7 |
Delta Lloyd Nv |
7 |
Iridian Asset Management Llc/ct |
7 |
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
7 |
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
7 |
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
7 |
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF |
7 |
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
7 |
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
7 |
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 |
7 |
Arlington Partners LLC |
7 |
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
7 |
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
7 |
Sig Brokerage, Lp |
7 |
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF |
7 |
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
7 |
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
7 |
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
7 |
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
7 |
Donald L. Hagan, LLC |
7 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
7 |
Marks Group Wealth Management, Inc |
6 |
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
6 |
Islay Capital Management, Llc |
6 |
GFG Capital, LLC |
6 |
Great Diamond Partners, LLC |
6 |
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I |
6 |
Leelyn Smith, LLC |
6 |
Safe Harbor Fiduciary, LLC |
6 |
Pacifica Partners Inc. |
6 |
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class |
6 |
Private Capital Advisors, Inc. |
6 |
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
6 |
Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
6 |
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
6 |
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
6 |
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
6 |
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional |
6 |
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
6 |
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund |
6 |
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund |
6 |
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
6 |
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
6 |
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A |
6 |
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
6 |
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A |
6 |
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares |
6 |
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class |
6 |
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class |
6 |
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF |
6 |
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
6 |
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
6 |
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
6 |
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
6 |
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
6 |
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
6 |
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) |
6 |
Stevens First Principles Investment Advisors |
6 |
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
6 |
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
6 |
Ashfield Capital Partners, LLC |
6 |
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF |
6 |
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
6 |
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I |
6 |
Thrivent Core Funds - Thrivent Core International Equity Fund |
6 |
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
6 |
Family Firm, Inc. |
6 |
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
6 |
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
6 |
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
6 |
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
6 |
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
6 |
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
6 |
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
6 |
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
6 |
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
6 |
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund |
6 |
Griffin Asset Management, Inc. |
6 |
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A |
6 |
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
6 |
AMCPX - AMCAP FUND - AMCAP FUND Class A |
6 |
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
6 |
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A |
6 |
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
6 |
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF |
6 |
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
6 |
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF |
6 |
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
6 |
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF |
6 |
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF |
6 |
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
6 |
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A |
6 |
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I |
6 |
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A |
6 |
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
6 |
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A |
6 |
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A |
6 |
Global Thematic Partners, LLC |
6 |
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A |
6 |
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
6 |
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
6 |
VCSBX - VALIC Co II - Strategic Bond Fund |
6 |
Simply Money Advisors |
6 |
Investment House Llc |
6 |
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A |
6 |
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
6 |
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A |
6 |
Burt Wealth Advisors |
6 |
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A |
6 |
1st Source Bank |
6 |
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares |
6 |
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
6 |
Sii Investments Inc/wi |
6 |
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
6 |
VGLSX - VALIC Co I - Global Strategy Fund |
6 |
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF |
6 |
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund |
6 |
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional |
6 |
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
6 |
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
6 |
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
6 |
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class |
6 |
Hoey Investments, Inc |
6 |
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
6 |
Northwest Investment Counselors, Llc |
6 |
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF |
6 |
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class |
6 |
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
6 |
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares |
6 |
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares |
6 |
Iron Financial, LLC |
6 |
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
6 |
Friedenthal Financial |
6 |
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
6 |
Bp Plc |
6 |
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I |
6 |
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
6 |
Burnham Asset Management Corp /ny/ |
6 |
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A |
6 |
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A |
6 |
AlphaCore Capital LLC |
6 |
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
6 |
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
6 |
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
6 |
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
6 |
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
6 |
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
6 |
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A |
6 |
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
6 |
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund |
6 |
Wealth Preservation Advisors, LLC |
6 |
Wright Investors Service Inc |
6 |
First Heartland Consultants, Inc. |
6 |
PGGM Investments |
6 |
Osborn Rohs Williams & Donohoe Ltd |
6 |
Advisor Partners Llc |
6 |
Alta Advisers Ltd |
6 |
Capital Investment Advisors, LLC |
6 |
Joel Isaacson & Co., LLC |
6 |
IMA Wealth, Inc. |
6 |
Endurance Wealth Management, Inc. |
6 |
First National Bank of Hutchinson |
6 |
Kelly Financial Services LLC |
6 |
Tourbillon Capital Partners, L.P. |
6 |
Wellington Shields & Co., LLC |
6 |
Field & Main Bank |
6 |
Meritage Portfolio Management |
6 |
Bridges Investment Management Inc |
6 |
Arbiter Partners Capital Management LLC |
6 |
Visionary Asset Management, Inc. |
6 |
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
6 |
Clear Point Advisors Inc. |
6 |
Gen-Wealth Partners Inc |
6 |
Mowery & Schoenfeld Wealth Management, LLC |
6 |
Steinberg Global Asset Management |
6 |
Swedbank AB |
6 |
BancorpSouth Inc |
6 |
M&G Plc |
6 |
Taurus Asset Management, Llc |
6 |
Hilltop National Bank |
6 |
Westend Capital Management LLC |
6 |
Twin Securities, Inc. |
6 |
Focus Financial Network, Inc. |
6 |
Waldron Private Wealth LLC |
6 |
Bank Of Hawaii |
6 |
Conning Inc. |
6 |
Bray Capital Advisors |
6 |
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
6 |
Mathes Company, Inc. |
6 |
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A |
6 |
Torch Wealth Management LLC |
6 |
CenturyLink Investment Management Co |
6 |
Pineridge Advisors LLC |
6 |
DnB Asset Management AS |
6 |
First American Bank |
6 |
Quotient Investors, LLC |
6 |
GLOBALT Investments LLC / GA |
6 |
Wade G W & Inc |
6 |
Exchange Capital Management, Inc. |
6 |
Perella Weinberg Partners Capital Management LP |
6 |
Standard Life Investments LTD |
6 |
Miller Value Partners, Llc |
6 |
TENOR CAPITAL MANAGEMENT Co., L.P. |
6 |
Hilton Capital Management, LLC |
6 |
Spectrum Wealth Counsel, LLC |
6 |
Fulton Bank, N.a. |
6 |
Park National Corp /oh/ |
6 |
Modera Wealth Management, LLC |
6 |
Kassirer Asset Management Corp |
6 |
Main Street Group, LTD |
6 |
Homrich & Berg |
6 |
Owl Creek Asset Management, L.P. |
6 |
DSAM Partners (London) Ltd |
6 |
Degroof Petercam Asset Management |
6 |
One Capital Management, LLC |
6 |
Vermillion & White Wealth Management Group, LLC |
6 |
Trust Investment Advisors |
6 |
American National Insurance Co /tx/ |
6 |
Plato Investment Management Ltd |
6 |
PointState Capital LP |
6 |
Destination Wealth Management |
6 |
Ninety One UK Ltd |
6 |
Stonebridge Capital Management Inc |
6 |
Mascagni Wealth Management, Inc. |
6 |
Amica Pension Fund Board Of Trustees |
6 |
Cambiar Investors Llc |
6 |
Northwest Financial Advisors |
6 |
Morgan Dempsey Capital Management Llc |
6 |
Signature Resources Capital Management, LLC |
6 |
QUANTRES ASSET MANAGEMENT Ltd |
6 |
Pennsylvania Trust Co |
6 |
Smith, Moore & Co. |
6 |
Gilliland Jeter Wealth Management LLC |
6 |
Criterion Capital Advisors, Llc |
6 |
Brick & Kyle, Associates |
6 |
Hills Bank & Trust Co |
6 |
AlphaOne Investment Services, LLC |
6 |
Cullen Investment Group, Ltd. |
6 |
RWC Asset Management LLP |
6 |
Lansforsakringar Fondforvaltning AB (publ) |
6 |
Fairfield, Bush & Co. |
6 |
S. Muoio & Co. Llc |
6 |
Kilter Group LLC |
6 |
Beck Capital Management, Llc |
6 |
Impala Asset Management LLC |
6 |
Waterfront Capital Partners, LLC |
6 |
Smith, Salley & Associates |
6 |
Blume Capital Management, Inc. |
6 |
Valentine Capital Asset Management, Inc. |
6 |
Frontier Wealth Management LLC |
6 |
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I |
6 |
JW Asset Management, LLC |
6 |
Price Michael F |
6 |
Knollwood Investment Advisory, LLC |
6 |
United Community Bank |
6 |
Qrg Capital Management, Inc. |
6 |
Kalos Management, Inc. |
6 |
Tiaa Trust, National Association |
6 |
Mn Services Vermogensbeheer B.V. |
6 |
Raab & Moskowitz Asset Management LLC |
6 |
Syntal Capital Partners, LLC |
6 |
Buckingham Capital Management Inc |
6 |
BlackRock ETF Trust II - BlackRock Flexible Income ETF |
6 |
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
6 |
DecisionPoint Financial, LLC |
6 |
Forsta Ap-fonden |
6 |
Warberg Asset Management LLC |
6 |
Simmons Bank |
6 |
Cavalier Investments, LLC |
6 |
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF |
6 |
Kalmar Investments Inc /de/ |
6 |
Institute for Wealth Management, LLC. |
6 |
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
6 |
Dogwood Wealth Management LLC |
6 |
Motley Fool Wealth Management, LLC |
6 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC |
6 |
Wealthsource Partners, Llc |
6 |
Nemes Rush Group LLC |
6 |
Hitchwood Capital Management LP |
6 |
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 |
6 |
Impact Partnership Wealth, LLC |
6 |
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
6 |
Redmond Asset Management, LLC |
6 |
Coastal Bridge Advisors, LLC |
6 |
Kemnay Advisory Services Inc. |
6 |
Capital A Wealth Management, LLC |
6 |
Clearfield Capital Management Lp |
6 |
Pagoda Asset Management, LP |
6 |
La Banque Postale Asset Management SA |
6 |
Rocky Mountain Advisers, Llc |
6 |
Ofi Invest Asset Management |
6 |
Cna Financial Corp |
6 |
Kestrel Investment Management Corp |
6 |
Cahill Financial Advisors Inc |
6 |
Nations Financial Group Inc, /ia/ /adv |
6 |
Nilsine Partners, LLC |
6 |
Mandatum Life Insurance Co Ltd |
6 |
Advance Capital I Inc |
6 |
Ray Gerald L & Associates Ltd |
6 |
Vaughan Nelson Investment Management, L.p. |
6 |
Pekin Hardy Strauss, Inc. |
6 |
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF |
6 |
RVRB - ADVISORS SERIES TRUST - Reverb ETF |
6 |
Prospect Capital Advisors, LLC |
6 |
Balter Liquid Alternatives, LLC |
6 |
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF |
6 |
Portman Square Capital LLP |
6 |
Legg Mason Investment Counsel, LLC |
6 |
NuWave Investment Management, LLC |
6 |
Alerus Financial Na |
6 |
Cascade Investment Advisors, Inc. |
6 |
King Street Capital Management, L.p. |
6 |
Bulldog Investors, LLP |
6 |
Greenland Capital Management LP |
6 |
Norway Savings Bank |
6 |
1060 Capital, LLC |
6 |
Farmers & Merchants Trust Co of Chambersburg PA |
6 |
Hook Mill Capital Partners, LP |
6 |
Perennial Advisors, LLC |
6 |
Financial Advisors Network, Inc. |
6 |
Symmetry Partners, LLC |
6 |
Marshall & Sterling Wealth Advisors Inc. |
6 |
Total Investment Management Inc |
6 |
Alliance Wealth Advisors, LLC /UT |
6 |
Point72 Europe (London) LLP |
6 |
Moloney Securities Asset Management, LLC |
6 |
Altfest L J & Co Inc |
6 |
Dai-Ichi Life Insurance Company, Ltd |
6 |
Capital Advisors Inc/ok |
6 |
New England Capital Financial Advisors LLC |
6 |
Castle Hook Partners LP |
6 |
Olistico Wealth, LLC |
6 |
Worth Venture Partners, LLC |
6 |
IFM Investors Pty Ltd |
6 |
Almanack Investment Partners, LLC. |
6 |
Infrastructure Capital Advisors, Llc |
6 |
RFP Financial Group LLC |
6 |
Heritage Trust Co |
6 |
Sterling Investment Advisors, Ltd. |
6 |
Gilbert & Cook, Inc. |
6 |
Bridge City Capital, LLC |
6 |
HGC Investment Management Inc. |
6 |
Cary Street Partners Financial Llc |
6 |
General Electric Co |
6 |
MPS Loria Financial Planners, LLC |
6 |
Ativo Capital Management LLC |
6 |
American Financial Network Advisory Services Llc |
6 |
Legacy Advisors, LLC |
6 |
Cito Capital Group, LLC |
6 |
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF |
6 |
New York Life Trust Co |
6 |
Global Trust Asset Management, LLC |
6 |
Invesco Senior Loan Fund |
6 |
Invesco High Income Trust Ii |
6 |
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ |
6 |
Axxcess Wealth Management, Llc |
6 |
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares |
6 |
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
6 |
Scarborough Advisors, LLC |
6 |
CPSIX - Unified Series Trust - Fci Bond Fund |
6 |
Corvex Management LP |
6 |
Invesco Senior Income Trust |
6 |
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
6 |
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
6 |
Raiffeisen Bank International AG |
6 |
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
6 |
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
6 |
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
6 |
Blackrock Floating Rate Income Strategies Fund, Inc. |
6 |
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF |
6 |
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
6 |
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
6 |
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF |
6 |
Polen Capital Management Llc |
6 |
Nuveen Senior Income Fund |
6 |
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I |
6 |
Nuveen Short Duration Credit Opportunities Fund |
6 |
Heritage Financial Services, LLC |
6 |
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
6 |
Quest Investment Management Llc |
6 |
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
6 |
FAINX - MSS Series Trust - Fallen Angels Income Fund |
6 |
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class |
6 |
Artal Group S.A. |
6 |
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF |
6 |
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A |
6 |
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
6 |
Dreman Value Management, L L C |
6 |
Capital International Ltd /ca/ |
6 |
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
6 |
Oppenheimer Variable Account Funds |
6 |
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF |
6 |
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares |
6 |
Nuveen Tax Advantaged Total Return Strategy Fund |
6 |
Nuveen Diversified Dividend & Income Fund |
6 |
Nuveen Core Equity Alpha Fund |
6 |
Waddell & Reed Advisors Funds |
6 |
Gdl Fund |
6 |
Farringdon Capital, Ltd. |
6 |
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A |
6 |
Rossby Financial, LCC |
6 |
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I |
6 |
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund |
6 |
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund |
6 |
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A |
6 |
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
6 |
LGT Group Foundation |
6 |
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
6 |
My Personal CFO, LLC |
6 |
FSC Wealth Advisors, LLC |
6 |
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
6 |
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A |
6 |
Blackrock 2022 Global Income Opportunity Trust |
6 |
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
6 |
Marco Investment Management Llc |
6 |
MBOVX - M FUND INC - M Large Cap Value Fund |
6 |
Smallwood Wealth Investment Management, LLC |
6 |
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
6 |
Sagespring Wealth Partners, Llc |
6 |
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
6 |
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. |
6 |
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
6 |
Delaware Enhanced Global Dividend & Income Fund |
6 |
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
6 |
American Trust |
6 |
Genesee Valley Trust Co |
6 |
Comprehensive Financial Consultants Institutional, Inc. |
6 |
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund |
6 |
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
6 |
Blackrock Master Llc |
6 |
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
6 |
Midwest Trust Co |
6 |
Snow Capital Management Lp |
6 |
Miles Capital, Inc. |
6 |
Global Income Builder Portfolio - Global Income Builder Portfolio |
6 |
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
6 |
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
6 |
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
6 |
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
6 |
Eaton Vance Short Duration Diversified Income Fund |
6 |
Byrne Asset Management LLC |
6 |
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
6 |
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
6 |
Bank Of Nova Scotia Trust Co |
6 |
Murphy & Mullick Capital Management Corp |
6 |
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
6 |
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
6 |
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
6 |
Western Asset Global Corporate Defined Opportunity Fund Inc. |
6 |
Wells Fargo Multi-sector Income Fund |
6 |
Wells Fargo Income Opportunities Fund |
6 |
Artha Asset Management LLC |
6 |
Calamos Strategic Total Return Fund |
6 |
Journey Strategic Wealth Llc |
6 |
Relative Value Fund |
6 |
Amerivest Investment Management LLC |
6 |
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF |
6 |
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O |
6 |
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
6 |
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
6 |
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
6 |
Western Asset Corporate Loan Fund Inc. |
6 |
Metis Global Partners, LLC |
6 |
Monument Capital Management |
6 |
Carmichael Hill & Associates, Inc. |
6 |
Trilogy Capital Inc. |
6 |
Tibra Equities Europe Ltd |
6 |
Keystone Financial Group |
6 |
Wilmington Trust Co |
6 |
Ford Financial Group, LLC |
6 |
Birinyi Associates Inc |
6 |
Kaizen Advisory, Llc |
6 |
Fsb Premier Wealth Management, Inc. |
6 |
Missouri Trust & Investment Co |
6 |
Caerus Investors, Llc |
6 |
Carmel Capital Partners, LLC |
6 |
Nissay Asset Management Corp /japan/ /adv |
6 |
Desjardins Global Asset Management Inc. |
6 |
Buckhead Capital Management Llc |
6 |
Measured Wealth Private Client Group, LLC |
6 |
Absolute Capital Management, LLC |
6 |
Wayfinding Financial, LLC |
6 |
USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
6 |
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF |
6 |
OmniStar Financial Group, Inc. |
6 |
CLARET ASSET MANAGEMENT Corp |
6 |
Signature Wealth Management Group |
6 |
F3Logic, LLC |
6 |
Claybrook Capital, LLC |
6 |
Wedmont Private Capital |
6 |
Unigestion Holding SA |
6 |
Redpoint Investment Management Pty Ltd |
6 |
Monimus Capital Management, Lp |
6 |
Pflug Koory, LLC |
6 |
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF |
6 |
Cowen Prime Services LLC |
6 |
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
6 |
Canton Hathaway, LLC |
6 |
Selective Wealth Management, Inc. |
6 |
Penn Mutual Asset Management, LLC |
6 |
Vectors Research Management, LLC |
6 |
Resources Management Corp /ct/ /adv |
6 |
Redhawk Wealth Advisors, Inc. |
6 |
Smith Group Asset Management, LLC |
6 |
D L Carlson Investment Group Inc |
6 |
Ellis Investment Partners, LLC |
6 |
Nkcfo Llc |
6 |
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A |
6 |
Personal Wealth Partners |
6 |
Aberdeen Asset Management Plc/uk |
6 |
Summit Financial, LLC |
6 |
Arabesque Asset Management Ltd |
6 |
Sepio Capital, LP |
6 |
MBM Wealth Consultants, LLC |
6 |
Thoroughbred Financial Services, Llc |
6 |
Alera Investment Advisors, LLC |
6 |
Nalls Sherbakoff Group, Llc |
6 |
Howard Financial Services, Ltd. |
6 |
Delos Wealth Advisors, LLC |
6 |
Private Advisors, LLC |
6 |
Aspire Private Capital, LLC |
6 |
Gyl Financial Synergies, Llc |
6 |
Western Wealth Management, LLC |
6 |
Voleon Capital Management Lp |
6 |
Tuscan Ridge Asset Management Llc |
6 |
BCJ Capital Management, LLC |
6 |
Elevation Series Trust - RiverNorth Patriot ETF |
6 |
Mastrapasqua Asset Management Inc |
6 |
Heritage Wealth Management, Llc |
6 |
Adirondack Trust Co |
6 |
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
6 |
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF |
6 |
Kb Financial Partners, Llc |
6 |
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF |
6 |
Plaisance Capital LLC |
6 |
Nfj Investment Group, Llc |
6 |
Hennion & Walsh Asset Management, Inc. |
6 |
Pallas Capital Advisors LLC |
6 |
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
6 |
Personal Cfo Solutions, Llc |
6 |
Williams Jones Wealth Management, LLC. |
6 |
Ilmarinen Mutual Pension Insurance Co |
6 |
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
6 |
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
6 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II |
6 |
JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund |
6 |
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 |
6 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
6 |
Oasis Management Co Ltd. |
6 |
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
6 |
Hirtle Callaghan & Co LLC |
6 |
SkyView Investment Advisors, LLC |
6 |
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
6 |
GFS Advisors, LLC |
6 |
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
6 |
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
6 |
Standard Family Office LLC |
6 |
Investment Management Corp of Ontario |
6 |
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H |
6 |
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class |
6 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
6 |
First National Bank Sioux Falls |
6 |
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio |
6 |
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio |
6 |
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
6 |
TCG Advisory Services, LLC |
6 |
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
6 |
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class |
6 |
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F |
6 |
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
6 |
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
6 |
Annapolis Financial Services, LLC |
6 |
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
6 |
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 |
6 |
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I |
6 |
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A |
6 |
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
6 |
3G Capital Partners LP |
6 |
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T |
6 |
Sierra Ocean, Llc |
6 |
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A |
6 |
Waycross Partners, Llc |
6 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares |
6 |
Aaron Wealth Advisors LLC |
6 |
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class |
6 |
DCM Advisors, LLC |
6 |
Addison Advisors LLC |
6 |
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A |
6 |
McClarren Financial Advisors, Inc. |
6 |
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional |
6 |
GoalVest Advisory LLC |
6 |
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
6 |
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
6 |
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity |
6 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
6 |
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
6 |
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
6 |
Oak Harvest Investment Services |
6 |
Roble, Belko & Company, Inc |
6 |
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
6 |
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
6 |
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
6 |
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
6 |
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A |
6 |
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
6 |
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
6 |
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
6 |
Reinhart Partners, Inc. |
6 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
6 |
Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class |
6 |
Bluefin Capital Management, Llc |
6 |
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class |
6 |
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A |
6 |
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
6 |
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
6 |
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II |
6 |
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class |
6 |
First Trust High Yield Opportunities 2027 Term Fund |
6 |
Tennessee Valley Asset Management Partners |
6 |
Holloway Wealth Management, LLC |
6 |
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
6 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
6 |
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
6 |
Obermeyer Wood Investment Counsel, Lllp |
6 |
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
6 |
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
6 |
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
6 |
Longboard Asset Management, LP |
6 |
Paragon Capital Management LLC |
6 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 |
6 |
Heck Capital Advisors, LLC |
6 |
MML Series Investment Fund II - MML Blend Fund Initial Class |
6 |
BRACX - Blackrock Allocation Target Shares - Bats Series C |
6 |
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T |
6 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio |
6 |
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
6 |
British Airways Pensions Investment Management Ltd |
6 |
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
6 |
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares |
6 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
6 |
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
6 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
6 |
Miracle Mile Advisors, LLC |
6 |
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I |
6 |
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
6 |
RBB FUND, INC. - Aquarius International Fund |
6 |
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 |
6 |
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF |
6 |
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A |
6 |
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A |
6 |
Iberiabank Corp |
6 |
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A |
6 |
SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
6 |
PENN SERIES FUNDS INC - High Yield Bond Fund |
6 |
BIGTX - Monteagle Funds - The Texas Fund Class I |
6 |
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class |
6 |
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
6 |
Retirement Wealth Solutions LLC |
6 |
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares |
6 |
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
6 |
Financial Enhancement Group LLC |
6 |
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A |
6 |
Ipswich Investment Management Co., Inc. |
6 |
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF |
6 |
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
6 |
Mariner Investment Group Llc |
6 |
Core Alternative Capital |
6 |
D'Orazio & Associates, Inc. |
6 |
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF |
6 |
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class |
6 |
FEDERATED CORE TRUST - Federated Bank Loan Core Fund |
6 |
Achievement Holdings L.P. |
6 |
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares |
6 |
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares |
6 |
ACSI - ETF Series Solutions - American Customer Satisfaction ETF |
6 |
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
6 |
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
6 |
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund |
6 |
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
6 |
Alphagen Securities Llc |
6 |
Mountain Pacific Investment Advisers Inc/id |
6 |
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
6 |
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
6 |
Courage Capital Management Llc |
6 |
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
6 |
Meiji Yasuda Life Insurance Co |
6 |
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
6 |
Dearborn Partners Llc |
6 |
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund |
6 |
Jackson Square Capital, Llc |
6 |
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
6 |
Triton Wealth Management, PLLC |
6 |
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
6 |
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A |
6 |
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A |
6 |
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A |
6 |
DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A |
6 |
Symphony Financial, Ltd. Co. |
6 |
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
6 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
6 |
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A |
6 |
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
6 |
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
6 |
Citizens National Bank Trust Department |
6 |
F&C Asset Management plc |
6 |
Dorsey & Whitney Trust CO LLC |
6 |
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB |
6 |
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF |
6 |
Marathon Partners Equity Management, LLC |
6 |
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund |
6 |
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
6 |
Southeast Asset Advisors Inc. |
6 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 |
6 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
6 |
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF |
6 |
HighMark Wealth Management LLC |
6 |
Choate Investment Advisors |
6 |
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
6 |
Oaktree Capital Management Lp |
6 |
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 |
6 |
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard |
6 |
Trellus Management Company, LLC |
6 |
Stephenson National Bank & Trust |
6 |
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares |
6 |
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I |
6 |
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
6 |
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
6 |
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A |
6 |
Welch & Forbes Llc |
6 |
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares |
6 |
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M |
6 |
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I |
6 |
Regent Peak Wealth Advisors LLC |
6 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I |
6 |
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio |
6 |
Starboard Value LP |
6 |
N.E.W. Advisory Services LLC |
6 |
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio |
6 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
6 |
EPG Wealth Management LLC |
6 |
TAMRO Capital Partners LLC |
6 |
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I |
6 |
Kathmere Capital Management, LLC |
6 |
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load |
6 |
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A |
6 |
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I |
6 |
SPX Equities Gestao de Recursos Ltda |
5 |
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 |
5 |
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
5 |
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund |
5 |
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
5 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I |
5 |
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
5 |
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF |
5 |
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
5 |
Impax Asset Management Group plc |
5 |
Oversea-Chinese Banking CORP Ltd |
5 |
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A |
5 |
Rakuten Investment Management, Inc. |
5 |
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
5 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
5 |
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares |
5 |
Davidson Kempner Partners |
5 |
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund |
5 |
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A |
5 |
Loeb Offshore Management LP |
5 |
Thomas J. Herzfeld Advisors, Inc. |
5 |
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A |
5 |
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
5 |
MONTX - MONETTA TRUST - Monetta Fund |
5 |
Ballew Advisors, Inc |
5 |
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class |
5 |
Tilia Fiduciary Partners, Inc. |
5 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
5 |
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF |
5 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
5 |
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA |
5 |
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class |
5 |
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A |
5 |
Catamount Wealth Management |
5 |
US Asset Management LLC |
5 |
Jensen Investment Management Inc |
5 |
U.S. Capital Wealth Advisors, LLC |
5 |
Cobiz Investment Management, Llc |
5 |
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund |
5 |
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF |
5 |
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA |
5 |
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund |
5 |
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA |
5 |
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
5 |
Crescent Capital Consulting, LLC |
5 |
Transcend Wealth Collective, Llc |
5 |
Caz Investments Lp |
5 |
Jamison Private Wealth Management, Inc. |
5 |
Ardevora Asset Management LLP |
5 |
Graves-Light Private Wealth Management, Inc. |
5 |
Locust Wood Capital Advisers, LLC |
5 |
Kempen Capital Management N.v. |
5 |
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB |
5 |
FUKOKU MUTUAL LIFE INSURANCE Co |
5 |
Legion Partners Asset Management, LLC |
5 |
Evolution Wealth Advisors, LLC |
5 |
Sustainable Growth Advisers, LP |
5 |
Diligent Investors, LLC |
5 |
Beacon Trust Co |
5 |
High Point Bank & Trust Co |
5 |
Athena Capital Advisors Llc |
5 |
Naples Global Advisors, Llc |
5 |
Threadgill Financial, Llc |
5 |
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
5 |
Valued Wealth Advisors LLC |
5 |
Mariner Wealth Advisors-NYC, LLC |
5 |
Essex Savings Bank |
5 |
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
5 |
RQSI Ltd |
5 |
Fjarde Ap-fonden /fourth Swedish National Pension Fund |
5 |
Hoxton Financial, Inc. |
5 |
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
5 |
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
5 |
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
5 |
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
5 |
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
5 |
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
5 |
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
5 |
Lederer & Associates Investment Counsel/ca |
5 |
Hyman Charles D |
5 |
Telemetry Investments, L.L.C. |
5 |
Resolute Capital Asset Partners LLC |
5 |
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A |
5 |
Jana Partners Llc |
5 |
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB |
5 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
5 |
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
5 |
Bodri Capital Management, LLC |
5 |
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
5 |
Thompson Investment Management, Inc. |
5 |
Valmark Advisers, Inc. |
5 |
Fernwood Investment Management, LLC |
5 |
Montecito Bank & Trust |
5 |
Railway Pension Investments Ltd |
5 |
Canada Post Corp Registered Pension Plan |
5 |
Summit Wealth & Retirement Planning, Inc. |
5 |
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional |
5 |
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class |
5 |
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
5 |
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A |
5 |
MU Investments Co., Ltd. |
5 |
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
5 |
Coastal Capital Group, Inc. |
5 |
Redmont Wealth Advisors Llc |
5 |
Winnow Wealth Llc |
5 |
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF |
5 |
Tufton Capital Management |
5 |
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
5 |
Mizuho Securities Usa Llc |
5 |
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF |
5 |
Woodley Farra Manion Portfolio Management Inc |
5 |
Stone Toro Investment Advisers, LP |
5 |
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K |
5 |
Private Wealth Partners, LLC |
5 |
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional |
5 |
Cannell Capital Llc |
5 |
AWM Investment Company, Inc. |
5 |
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
5 |
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A |
5 |
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A |
5 |
Community Capital Management, Inc. |
5 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 |
5 |
Aspen Investment Management Inc |
5 |
Andromeda Capital LLC |
5 |
Schmidt P J Investment Management Inc |
5 |
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A |
5 |
Roanoke Asset Management Corp/ Ny |
5 |
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF |
5 |
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV |
5 |
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) |
5 |
Bollard Group LLC |
5 |
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES |
5 |
Mark Asset Management Lp |
5 |
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A |
5 |
Columbia Asset Management |
5 |
Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
5 |
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
5 |
Trust Point Inc. |
5 |
Foster Dykema Cabot & Co Inc/ma |
5 |
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
5 |
Ritter Daniher Financial Advisory LLC / DE |
5 |
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K |
5 |
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
5 |
Sfmg, Llc |
5 |
Dowling & Yahnke Llc |
5 |
Ascent Wealth Partners, LLC |
5 |
Tritonpoint Wealth, Llc |
5 |
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A |
5 |
Syverson Strege & Co |
5 |
Sumit Capital, Llc |
5 |
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
5 |
First National Bank of South Miami |
5 |
Brown, Lisle/cummings, Inc. |
5 |
E Fund Management Co., Ltd. |
5 |
CWA Asset Management Group, LLC |
5 |
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
5 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
5 |
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
5 |
Cheviot Value Management, LLC |
5 |
Farmers & Merchants Trust Co of Long Beach |
5 |
LVW Advisors, LLC |
5 |
JNL SERIES TRUST - JNL Bond Index Fund (I) |
5 |
Capital Wealth Planning, LLC |
5 |
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF |
5 |
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
5 |
Kinneret Advisory, LLC |
5 |
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
5 |
InterOcean Capital, LLC |
5 |
Strengthening Families & Communities, LLC |
5 |
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
5 |
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A |
5 |
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
5 |
Main Street Research LLC |
5 |
PRW Wealth Management LLC |
5 |
IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O |
5 |
Nokomis Capital, L.L.C. |
5 |
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
5 |
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA |
5 |
Counsel Portfolio Services Inc. |
5 |
Rokos Capital Management LLP |
5 |
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
5 |
Semmax Financial Advisors Inc. |
5 |
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
5 |
WMS Partners, LLC |
5 |
Mbb Public Markets I Llc |
5 |
Asset Planning,Inc |
5 |
HS Management Partners, LLC |
5 |
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
5 |
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
5 |
New Capital Management LP |
5 |
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
5 |
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF |
5 |
ASR Vermogensbeheer N.V. |
5 |
Kerrisdale Advisers, LLC |
5 |
Walled Lake Planning & Wealth Management, Llc |
5 |
Oppenheimer Discovery Fund |
5 |
STXM - EA Series Trust - Strive Mid-Cap ETF |
5 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares |
5 |
Campbell Wealth Management |
5 |
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF |
5 |
Ostrum Asset Management U.s., Llc |
5 |
Wbh Advisory Inc |
5 |
Deroy & Devereaux Private Investment Counsel Inc |
5 |
SPC Financial, Inc. |
5 |
Dsm Capital Partners Llc |
5 |
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A |
5 |
Turtle Creek Wealth Advisors, LLC |
5 |
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A |
5 |
Breton Hill Capital Ltd. |
5 |
Wells Fargo Utilities & High Income Fund |
5 |
Scout Funds |
5 |
Marietta Investment Partners Llc |
5 |
Dagco, Inc. |
5 |
Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
5 |
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
5 |
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
5 |
Liontrust Investment Partners LLP |
5 |
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
5 |
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF |
5 |
Hoover Financial Advisors, Inc. |
5 |
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A |
5 |
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class |
5 |
Brown Capital Management Llc |
5 |
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
5 |
Chesley Taft & Associates LLC |
5 |
STXV - EA Series Trust - Strive 1000 Value ETF |
5 |
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
5 |
Spirepoint Private Client, Llc |
5 |
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF |
5 |
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund |
5 |
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 |
5 |
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 |
5 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio |
5 |
Sandia Investment Management LP |
5 |
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
5 |
Premier Asset Management Llc |
5 |
Lafitte Capital Management LP |
5 |
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 |
5 |
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 |
5 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio |
5 |
Legg Mason Asset Management (Japan) Co., Ltd. |
5 |
Seeds Investor Llc |
5 |
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV |
5 |
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares |
5 |
Great Lakes Retirement, Inc. |
5 |
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS |
5 |
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A |
5 |
Allen Investment Management LLC |
5 |
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares |
5 |
Full Sail Capital, LLC |
5 |
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
5 |
Paragon Financial Partners, Inc. |
5 |
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 |
5 |
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
5 |
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
5 |
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A |
5 |
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class |
5 |
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio |
5 |
TIG Advisors, LLC |
5 |
Edge Capital Group, LLC |
5 |
Wealthbridge Capital Management, Llc |
5 |
Tiverton Asset Management Llc |
5 |
Provenance Wealth Advisors, LLC |
5 |
Crescent Grove Advisors, LLC |
5 |
Lorber David A |
5 |
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund |
5 |
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
5 |
Harfst & Associates, Inc. |
5 |
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A |
5 |
Western Standard LLC |
5 |
SignalPoint Asset Management, LLC |
5 |
Clarfeld Financial Advisors, Llc |
5 |
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
5 |
Newfound Research LLC |
5 |
Deseret Mutual Benefit Administrators |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class |
5 |
Garda Capital Partners Lp |
5 |
Gofen & Glossberg Llc /il/ |
5 |
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
5 |
MMCAP International Inc. SPC |
5 |
Canandaigua National Bank & Trust Co |
5 |
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
5 |
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. |
5 |
Nippon Life Insurance Co |
5 |
Surevest, LLC |
5 |
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
5 |
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
5 |
Arvest Bank Trust Division |
5 |
PNC Managed Account Solutions, Inc. |
5 |
Cypress Capital Management LLC (WY) |
5 |
Credential Qtrade Securities Inc. |
5 |
VVSGX - VALIC Co I - Small Cap Growth Fund |
5 |
Perritt Capital Management Inc |
5 |
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class |
5 |
PACIFIC SELECT FUND - Core Income Portfolio Class I |
5 |
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF |
5 |
RiverPark Advisors, LLC |
5 |
Contrarius Investment Management Ltd |
5 |
Boyd Watterson Asset Management Llc/oh |
5 |
DT Investment Partners, LLC |
5 |
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I |
5 |
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I |
5 |
Azzad Asset Management Inc /adv |
5 |
Advanced Series Trust - Ast Mid-cap Growth Portfolio |
5 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I |
5 |
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A |
5 |
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
5 |
Cordasco Financial Network |
5 |
Mcdonald Partners Llc |
5 |
Hexavest Inc. |
5 |
Glaxis Capital Management, LLC |
5 |
HITE Hedge Asset Management LLC |
5 |
Sharkey, Howes & Javer |
5 |
Biglari Capital Corp. |
5 |
Accent Capital Management, LLC |
5 |
VHYLX - VALIC Co I - High Yield Bond Fund |
5 |
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares |
5 |
Olstein Capital Management, L.P. |
5 |
Great Valley Advisor Group, Inc. |
5 |
Six Columns Capital, Lp |
5 |
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
5 |
Baldwin Investment Management, LLC |
5 |
Schafer Cullen Capital Management Inc |
5 |
Access Investment Management LLC |
5 |
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
5 |
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
5 |
Appleton Partners Inc/ma |
5 |
Stancorp Investment Advisers Inc |
5 |
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
5 |
Fagan Associates, Inc. |
5 |
Mitchell Capital Management Co |
5 |
Atlantic Edge Private Wealth Management, LLC |
5 |
Core Wealth Advisors, Inc. |
5 |
Intercontinental Wealth Advisors, LLC |
5 |
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
5 |
Resurgent Financial Advisors LLC |
5 |
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
5 |
American Research & Management Co. |
5 |
Shinko Asset Management Co., Ltd. |
5 |
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
5 |
Alethea Capital Management, Llc |
5 |
Bremer Bank National Association |
5 |
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC |
5 |
Burgundy Asset Management Ltd. |
5 |
Symons Capital Management Inc |
5 |
Gq Asset Management, Llc |
5 |
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio |
5 |
Mizuho Asset Management Co.,Ltd. |
5 |
InterOcean Capital Group, LLC |
5 |
Palouse Capital Management, Inc. |
5 |
Cm Wealth Advisors Llc |
5 |
John Hancock Income Securities Trust |
5 |
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
5 |
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
5 |
Clare Market Investments LLC |
5 |
Soviero Asset Management, LP |
5 |
Bremer Trust National Association |
5 |
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A |
5 |
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class |
5 |
Baldrige Asset Management LLC |
5 |
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares |
5 |
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF |
5 |
American Century Investment Management Inc |
5 |
Siemens Fonds Invest GmbH |
5 |
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class |
5 |
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A |
5 |
Fiduciary Alliance LLC |
5 |
Regent Investment Management LLC |
5 |
Y.D. More Investments Ltd |
5 |
F/M Investments LLC |
5 |
Davis R M Inc |
5 |
LionEye Capital Management LLC |
5 |
Sierra Summit Advisors Llc |
5 |
Weaver Consulting Group |
5 |
Visionary Wealth Advisors |
5 |
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I |
5 |
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund |
5 |
JBF Capital, Inc. |
5 |
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund |
5 |
Masterton Capital Management, LP |
5 |
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund |
5 |
Vaughan David Investments Inc/il |
5 |
Todd Asset Management Llc |
5 |
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A |
5 |
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
5 |
B. Riley Financial, Inc. |
5 |
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund |
5 |
New Millennium Group LLC |
5 |
Gierl Augustine Investment Management Inc |
5 |
Ameriflex Group, Inc. |
5 |
DJE Kapital AG |
5 |
Montrusco Bolton Investments Inc. |
5 |
Monetta Financial Services Inc |
5 |
Farmers National Bank |
5 |
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
5 |
CapWealth Advisors, LLC |
5 |
MidWestOne Financial Group, Inc. |
5 |
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund |
5 |
Soroban Capital Partners LP |
5 |
Park West Asset Management LLC |
5 |
Private Capital Management, LLC |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
5 |
Trust Department Mb Financial Bank N A |
5 |
Atlanta Capital Management Co L L C |
5 |
Montag & Caldwell, Llc |
5 |
Radnor Capital Management, LLC |
5 |
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares |
5 |
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
5 |
Sierra Capital LLC |
5 |
Retirement Group, LLC |
5 |
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares |
5 |
Burkett Financial Services, Llc |
5 |
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) |
5 |
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A |
5 |
Bluestein R H & Co |
5 |
Aspect Partners, LLC |
5 |
AlTi Global, Inc. |
5 |
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) |
5 |
Crow Point Partners, LLC |
5 |
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
5 |
Estabrook Capital Management |
5 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 |
5 |
Morningstar Investment Services LLC |
5 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
5 |
Systematic Portfolios LLC |
5 |
Basso Capital Management, L.p. |
5 |
HighTower Trust Services, LTA |
5 |
Valley Brook Capital Group, Inc. |
5 |
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A |
5 |
Legacy Capital Group California, Inc. |
5 |
PGIM Short Duration High Yield Opportunities Fund |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class |
5 |
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A |
5 |
Vestor Capital, Llc |
5 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
5 |
Trustmark National Bank Trust Department |
5 |
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class |
5 |
Triasima Portfolio Management inc. |
5 |
Argent Trust Co |
5 |
Mission Creek Capital Partners, Inc. |
5 |
Maseco Llp |
5 |
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A |
5 |
Bislett Management, Llc |
5 |
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
5 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II |
5 |
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 |
5 |
Lombard Odier & Cie (Canada), Limited Partnership |
5 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II |
5 |
Allstate Investment Management Co |
5 |
RiverFront Investment Group, LLC |
5 |
Phoenix Holdings Ltd. |
5 |
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N |
5 |
Euclid Advisors LLC |
5 |
BRSGX - BRIDGEWAY FUNDS INC - Small-Cap Growth Fund Class N |
5 |
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A |
5 |
Ballast Advisors Llc |
5 |
ACG Wealth |
5 |
Lehman Financial Resources, Inc. |
5 |
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional |
5 |
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S |
5 |
Kohmann Bosshard Financial Services, LLC |
5 |
Auxier Asset Management |
5 |
Capitolis Advisors LLC |
5 |
Acap Strategic Fund |
5 |
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
5 |
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF |
5 |
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
5 |
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF |
5 |
Tredje AP-fonden |
5 |
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
5 |
Foster & Motley Inc |
5 |
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A |
5 |
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I |
5 |
Harbor Advisors LLC |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
5 |
Credit Industriel Et Commercial |
5 |
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
5 |
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A |
5 |
Norinchukin Bank, The |
5 |
Advocacy Wealth Management Services, LLC |
5 |
Mascoma Wealth Management LLC |
5 |
Alaska Permanent Fund Corp |
5 |
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
5 |
PFG Investments, LLC |
5 |
Highfields Capital Management Lp |
5 |
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
5 |
Vinva Investment Management Ltd |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class |
5 |
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class |
5 |
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares |
5 |
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares |
5 |
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
5 |
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
5 |
Frank, Rimerman Advisors LLC |
5 |
Imprint Wealth LLC |
5 |
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares |
5 |
Bramshill Investments, LLC |
5 |
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
5 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
5 |
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
5 |
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
5 |
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund |
5 |
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF |
5 |
Claar Advisors LLC |
5 |
First Trust High Income Long/short Fund |
5 |
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I |
5 |
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares |
5 |
Neuberger Berman High Yield Strategies Fund Inc. |
5 |
Strategy Asset Managers Llc |
5 |
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF |
5 |
LifePlan Financial Group, Inc |
5 |
Mountain Capital Investment Advisors, Inc |
5 |
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P |
5 |
Private Bank & Trust Co |
5 |
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
5 |
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF |
5 |
Beacon Capital Management, Inc. |
5 |
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N |
5 |
Sonora Investment Management Group, LLC |
5 |
Bnp Paribas |
5 |
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
5 |
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
5 |
Ar Asset Management Inc |
5 |
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional |
5 |
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF |
5 |
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
5 |
Rodgers Brothers Inc. |
5 |
TPLNX - TIMOTHY PLAN - Timothy Small-Cap Value Fund Class A |
5 |
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class |
5 |
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A |
5 |
Lombard Odier Asset Management (Europe) Ltd |
5 |
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
5 |
L2 Asset Management, LLC |
5 |
AustralianSuper Pty Ltd |
5 |
Eaton Vance Senior Income Trust |
5 |
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
5 |
Sarasin & Partners LLP |
5 |
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
5 |
Duquesne Family Office LLC |
5 |
Cypress Wealth Services, LLC |
5 |
Global Financial Private Capital, LLC |
5 |
Vivaldi Capital Management, LLC |
5 |
Sapphire Star Partners LP |
5 |
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class |
5 |
Avidian Wealth Solutions, LLC |
5 |
Allianzgi Diversified Income & Convertible Fund |
5 |
Donoghue Forlines LLC |
5 |
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A |
5 |
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class |
5 |
VCCBX - VALIC Co II - Core Bond Fund |
5 |
Corient Capital Partners, LLC |
5 |
KAMES CAPITAL plc |
5 |
Goelzer Investment Management, Inc. |
5 |
Bardin Hill Management Partners Lp |
5 |
BFIX - Build Funds Trust - Build Bond Innovation ETF |
5 |
Cypress Asset Management Inc/tx |
5 |
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund |
5 |
Silicon Valley Capital Partners |
5 |
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
5 |
Marcum Wealth, LLC |
5 |
Alkeon Capital Management Llc |
5 |
Eaton Vance Tax-managed Buy-write Opportunities Fund |
5 |
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF |
5 |
Wealthstreet Investment Advisors, LLC |
5 |
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
5 |
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF |
5 |
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A |
5 |
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A |
5 |
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A |
5 |
Nitorum Capital, L.P. |
5 |
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
5 |
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF |
5 |
Marcato Capital Management Lp |
5 |
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
5 |
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
5 |
WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class |
5 |
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares |
5 |
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged |
5 |
Piper Sandler & Co. |
5 |
Garde Capital, Inc. |
5 |
Capital Group Investment Management Pte. Ltd. |
5 |
Resona Asset Management Co.,Ltd. |
5 |
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
5 |
Circle Wealth Management, LLC |
5 |
Trifecta Capital Advisors, LLC |
5 |
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
5 |
New England Asset Management Inc |
5 |
Incline Global Management LLC |
5 |
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class |
5 |
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N |
5 |
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
5 |
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A |
5 |
REAP Financial Group, LLC |
5 |
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
5 |
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A |
5 |
Hawk Ridge Capital Management Lp |
5 |
Norwood Financial Corp |
5 |
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I |
5 |
Lebenthal Holdings,LLC |
5 |
Moody Lynn & Lieberson, Llc |
5 |
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund |
5 |
Investors Asset Management Of Georgia Inc /ga/ /adv |
5 |
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
5 |
Clear Perspective Advisors, LLC |
5 |
Sentry Investment Management Llc |
5 |
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares |
5 |
BKD Wealth Advisors, LLC |
5 |
Santori & Peters, Inc. |
5 |
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
5 |
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
5 |
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 |
5 |
BancorpSouth Bank |
5 |
DG Capital Management, LLC |
5 |
HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
5 |
Jabre Capital Partners S.A. |
5 |
Sapience Investments, LLC |
5 |
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares |
5 |
Guyasuta Investment Advisors Inc |
5 |
Midwest Professional Planners, LTD. |
5 |
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF |
5 |
Congress Park Capital LLC |
5 |
Cypress Funds Llc |
5 |
Usa Mutuals Advisors, Inc. |
5 |
Condor Capital Management |
5 |
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF |
5 |
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund |
5 |
ARB - AltShares Trust - AltShares Merger Arbitrage ETF |
5 |
Ibex Wealth Advisors |
5 |
Icon Wealth Partners, LLC |
5 |
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A |
5 |
Greater India Portfolio - Greater India Portfolio |
5 |
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares |
5 |
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
5 |
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
5 |
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class |
5 |
Lion Street Advisors, LLC |
5 |
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A |
5 |
Global Wealth Strategies & Associates |
5 |
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class |
5 |
Invesco, Llc |
5 |
Carl P. Sherr & Co., LLC |
5 |
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
5 |
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
5 |
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF |
5 |
RPg Family Wealth Advisory, LLC |
5 |
Partners Capital Investment Group, Llp |
5 |
Landaas & Co /wi /adv |
5 |
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I |
5 |
Gabelli Equity Trust Inc |
5 |
Vista Private Wealth Partners. LLC |
5 |
Innovis Asset Management Llc |
5 |
PENN SERIES FUNDS INC - Smid Cap Growth Fund |
5 |
Edmond de Rothschild (Europe) |
5 |
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
5 |
PENN SERIES FUNDS INC - Developed International Index Fund |
5 |
Gabelli Global Small & Mid Cap Value Trust |
5 |
Zenyatta Capital Management LP |
5 |
PENN SERIES FUNDS INC - Flexibly Managed Fund |
5 |
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P |
5 |
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
5 |
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A |
5 |
Nova Wealth Management, Inc. |
5 |
Dixon Hughes Goodman Wealth Advisors LLC |
5 |
Birch Grove Capital LP |
5 |
STRV - EA Series Trust - Strive 500 ETF |
5 |
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
5 |
Deerfield Management Company, L.p. (series C) |
5 |
TCW ETF Trust - TCW Flexible Income ETF |
5 |
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class |
5 |
Yarbrough Capital, LLC |
5 |
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF |
5 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund |
5 |
Park Square Financial Group, LLC |
5 |
Cedar Wealth Management, LLC |
5 |
SVA Wealth Management, LLC |
5 |
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
5 |
Maryland Capital Management |
5 |
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A |
5 |
Argent Capital Management Llc |
5 |
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
5 |
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A |
5 |
Fortis Capital Advisors, LLC |
5 |
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares |
5 |
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
5 |
Leisure Capital Management |
5 |
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A |
5 |
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund |
5 |
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
5 |
Coston, McIsaac & Partners |
5 |
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
5 |
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV |
5 |
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV |
5 |
Mfs Multimarket Income Trust |
5 |
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A |
5 |
Anfield Capital Management, LLC |
5 |
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class |
5 |
Check Capital Management Inc/ca |
5 |
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. |
5 |
Jag Capital Management, Llc |
5 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class |
5 |
Pfs Investments Inc. |
5 |
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
5 |
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class |
5 |
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares |
5 |
Hoplite Capital Management, L.p. |
5 |
SWS Partners |
5 |
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
5 |
DGS Capital Management, LLC |
5 |
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund |
5 |
Alpine Bank Wealth Management |
5 |
Steel Peak Wealth Management LLC |
5 |
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I |
5 |
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
5 |
Firestone Capital Management |
5 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class |
5 |
Brasada Capital Management, Lp |
5 |
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
5 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class |
5 |
Meru Capital Group, LP |
5 |
PIMCO FUNDS - PIMCO Sector Fund Series - I |
5 |
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF |
5 |
WoodTrust Financial Corp |
5 |
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares |
5 |
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class |
5 |
Godshalk Welsh Capital Management, Inc. |
5 |
Dunhill Financial, LLC |
5 |
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
5 |
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio |
5 |
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio |
5 |
Acorn Wealth Advisors, LLC |
5 |
NorthRock Partners, LLC |
5 |
Amplius Wealth Advisors, LLC |
5 |
Groupe la Francaise |
5 |
Game Creek Capital, LP |
5 |
Pillar Pacific Capital Management Llc |
5 |
Arete Wealth Advisors, LLC |
5 |
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
5 |
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF |
5 |
Ironwood Investment Management Llc |
5 |
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares |
5 |
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I |
5 |
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares |
5 |
Springowl Associates Llc |
5 |
Reliance Trust Co Of Delaware |
5 |
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional |
5 |
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
5 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 |
5 |
Harwood Advisory Group, LLC |
5 |
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
5 |
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
5 |
Carnegie Capital Asset Management, LLC |
5 |
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares |
5 |
IFC Holdings Incorporated/FL |
5 |
SageView Advisory Group, LLC |
5 |
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class |
5 |
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
5 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund |
5 |
Baltimore-Washington Financial Advisors Inc. |
5 |
Halbert Hargrove Global Advisors, Llc |
5 |
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A |
5 |
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
5 |
Vontobel Swiss Wealth Advisors AG |
5 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 |
5 |
Clarius Group, LLC |
5 |
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A |
5 |
Centerpoint Advisors, LLC |
5 |
Mainstream Capital Management LLC |
5 |
HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
5 |
Rossmore Private Capital |
5 |
West Family Investments, Inc. |
5 |
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF |
5 |
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
5 |
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T |
5 |
True Bearing Asset Management LP |
5 |
Confluence Investment Management Llc |
5 |
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
5 |
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares |
5 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
5 |
Mainstay Capital Management Llc /adv |
5 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
5 |
Texas Yale Capital Corp. |
5 |
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
5 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 |
5 |
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
5 |
Two Roads Shared Trust - Anfield Universal Fixed Income ETF |
5 |
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund |
5 |
GROW Partners, LLC |
5 |
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF |
5 |
Blackstone Group Inc |
5 |
FrontFour Capital Group LLC |
5 |
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 |
5 |
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
5 |
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N |
5 |
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL |
5 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 |
5 |
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
5 |
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
5 |
Baker Ellis Asset Management LLC |
5 |
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class |
5 |
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares |
5 |
Headinvest, Llc |
5 |
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class |
5 |
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF |
5 |
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A |
5 |
55i, Llc |
5 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service |
5 |
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
5 |
Relyea Zuckerberg Hanson LLC |
5 |
Advantage Advisers Xanthus Fund, L.l.c. |
5 |
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
5 |
Fiduciary Management Associates Llc |
5 |
Cullen Capital Management, LLC |
5 |
Chicago Capital, LLC |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I |
5 |
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
5 |
Mfs Charter Income Trust |
5 |
Consolidated Planning Corp |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
5 |
Amtrust Financial Services, Inc. |
5 |
FLRT - Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF |
5 |
Douglas Lane & Associates, LLC |
5 |
Canyon Capital Advisors Llc |
5 |
Cvi Holdings, Llc |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I |
5 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
5 |
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund |
5 |
Glass Jacobson Investment Advisors llc |
5 |
Boston Financial Mangement Llc |
5 |
Gables Capital Management Inc. |
5 |
Axiom Investment Management LLC |
5 |
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
5 |
PFG Private Wealth Management, LLC |
5 |
Ruedi Wealth Management, Inc. |
5 |
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF |
5 |
Richard W. Paul & Associates, LLC |
5 |
Nelson Capital Management, LLC |
5 |
Verde Servicos Internacionais S.A. |
5 |
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
5 |
Beverly Hills Private Wealth, LLC |
5 |
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF |
5 |
Private Ocean, LLC |
5 |
Proffitt & Goodson Inc |
5 |
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF |
5 |
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
5 |
WHGAX - Ultimus Managers Trust - Westwood Quality SmallCap Fund A Class Shares |
5 |
Croft-leominster Inc |
5 |
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF |
5 |
Planned Solutions, Inc. |
5 |
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
5 |
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A |
5 |
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A |
5 |
Bragg Financial Advisors, Inc |
5 |
Syon Capital Llc |
5 |
First Pacific Financial |
5 |
Clough Global Equity Fund |
5 |
Clough Global Dividend & Income Fund |
5 |
Carnick & Kubik, LLC |
5 |
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund |
5 |
Kelman-Lazarov, Inc. |
5 |
Boston Trust Walden Corp |
5 |
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A |
5 |
Satuit Capital Management Trust |
5 |
Nwq Investment Management Company, Llc |
5 |
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
5 |
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class |
5 |
Graypoint LLC |
5 |
Icapital Wealth Llc |
5 |
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I |
5 |
Horizon Financial Services, Llc |
5 |
Cox Capital Mgt LLC |
5 |
Honeywell International Inc |
5 |
Haverford Trust Co |
5 |
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A |
5 |
Miller Howard Investments Inc /ny |
5 |
Clough Global Opportunities Fund |
5 |
McAdam, LLC |
5 |
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund |
5 |
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares |
5 |
Azimuth Capital Management LLC |
5 |
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
5 |
Ramirez Asset Management, Inc. |
5 |
STFGX - Advisers Investment Trust - State Farm Growth Fund |
5 |
WESPAC Advisors SoCal, LLC |
5 |
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF |
5 |
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
5 |
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
5 |
Cozad Asset Management Inc |
5 |
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A |
5 |
Special Opportunities Fund, Inc. |
5 |
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
5 |
LFA - Lugano Financial Advisors SA |
5 |
WMBLX - WESMARK FUNDS - WesMark Balanced Fund |
5 |
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares |
5 |
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
5 |
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
5 |
Horizon Bancorp Inc /in/ |
5 |
BlackRock ESG Capital Allocation Trust |
5 |
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A |
5 |
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio |
5 |
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
5 |
Equitable Holdings, Inc. |
5 |
Wells Fargo Global Dividend Opportunity Fund |
5 |
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A |
5 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
5 |
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF |
5 |
GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
5 |
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A |
5 |
Hallmark Capital Management Inc |
5 |
Price Wealth Management, Inc. |
5 |
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
5 |
Bank of Kentucky, Inc. |
4 |
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares |
4 |
Philotimo Fund, LP |
4 |
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares |
4 |
Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
4 |
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF |
4 |
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF |
4 |
Southeastern Asset Management Inc/tn/ |
4 |
CAMG Solamere Management, LLC |
4 |
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
4 |
Night Square Capital Partners, LP |
4 |
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF |
4 |
Intellectus Partners, LLC |
4 |
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio |
4 |
DELAWARE VIP TRUST - Delaware VIP Special Situations Series Standard |
4 |
Guggenheim Credit Allocation Fund |
4 |
HCR Wealth Advisors |
4 |
FourThought Financial Partners, LLC |
4 |
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund |
4 |
Fairfax Financial Holdings Ltd/ Can |
4 |
Cassaday & Co Wealth Management LLC |
4 |
Team Hewins, LLC |
4 |
Sustainable Insight Capital Management, LLC |
4 |
Fullerton Fund Management Co Ltd |
4 |
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
4 |
Beacon Investment Advisors Llc |
4 |
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
4 |
HYLD - Exchange Listed Funds Trust - High Yield ETF |
4 |
New Hampshire Trust |
4 |
Western Asset High Yield Defined Opportunity Fund Inc. |
4 |
Greytown Advisors Inc. |
4 |
Hill Path Capital LP |
4 |
Deutsche Value Series, Inc |
4 |
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
4 |
Good Life Advisors, LLC |
4 |
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 |
4 |
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
4 |
Cpwm, Llc |
4 |
Koesten, Hirschmann & Crabtree, INC. |
4 |
Redwood Park Advisors LLC |
4 |
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A |
4 |
Valtura Capital Partners LLC |
4 |
Marietta Wealth Management, LLC |
4 |
ABASX - AB TRUST - AB Discovery Value Fund Class A |
4 |
Polianta Ltd |
4 |
Delap Wealth Advisory, Llc |
4 |
Insigneo Advisory Services, Llc |
4 |
RUFF - ETF Opportunities Trust - Alpha Dog ETF |
4 |
Bernard Wealth Management Corp. |
4 |
First Capital Advisors Group, LLC. |
4 |
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
4 |
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares |
4 |
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares |
4 |
Owen LaRue, LLC |
4 |
Fusion Family Wealth LLC |
4 |
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund |
4 |
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
4 |
Onefund, Llc |
4 |
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A |
4 |
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
4 |
Traynor Capital Management, Inc. |
4 |
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A |
4 |
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A |
4 |
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund |
4 |
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
4 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
4 |
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund |
4 |
Kentucky Retirement Systems Insurance Trust Fund |
4 |
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF |
4 |
Teton Westwood Funds |
4 |
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
4 |
Templeton & Phillips Capital Management, LLC |
4 |
M Holdings Securities, Inc. |
4 |
Mystic Asset Management, Inc. |
4 |
Accredited Wealth Management, LLC |
4 |
Eaton Vance Senior Floating Rate Trust |
4 |
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
4 |
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio |
4 |
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A |
4 |
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A |
4 |
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y |
4 |
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A |
4 |
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
4 |
TimesSquare Capital Management, LLC |
4 |
Stanford Investment Group, Inc. |
4 |
HMS Capital Management, LLC |
4 |
Arthur Zaske & Associates, LLC |
4 |
Phillips Wealth Planners LLC |
4 |
Frontier Investment Mgmt Co |
4 |
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund |
4 |
Arvest Trust Co N A |
4 |
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
4 |
Rather & Kittrell, Inc. |
4 |
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
4 |
Wilmington Trust Investment Management, LLC |
4 |
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A |
4 |
Bridgewater Advisors Inc. |
4 |
First Community Trust Na |
4 |
Carroll Investors, Inc |
4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
4 |
Haverford Financial Services, Inc. |
4 |
Nuveen Fund Advisors, LLC |
4 |
PAX Financial Group, LLC |
4 |
Telluride Asset Management LLC |
4 |
Mirae Asset Discovery Funds - Mirae Asset Emerging Markets Great Consumer VIT Fund Class I Shares |
4 |
Rivernorth Opportunities Fund, Inc. |
4 |
Banyan Partners, LLC |
4 |
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
4 |
Crowley Wealth Management, Inc. |
4 |
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A |
4 |
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
4 |
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
4 |
Kms Financial Services, Inc |
4 |
Alpine Associates Advisors |
4 |
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
4 |
Talon Private Wealth, LLC |
4 |
Hanson & Doremus Investment Management |
4 |
Horizons Etf Trust I |
4 |
Blackston Financial Advisory Group, LLC |
4 |
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
4 |
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class |
4 |
Guardian Investor Services Llc |
4 |
Moody Aldrich Partners Llc |
4 |
Re Advisers Corp |
4 |
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
4 |
Two Roads Shared Trust - Hypatia Women CEO ETF |
4 |
Green Arrow Capital Management Llc |
4 |
Prescott Group Capital Management, L.l.c. |
4 |
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
4 |
NS Partners Ltd |
4 |
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A |
4 |
Crescent Park Management, L.P. |
4 |
Win Advisors, Inc |
4 |
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A |
4 |
ENDW - EA Series Trust - Cambria Endowment Style ETF |
4 |
Grace Capital |
4 |
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class |
4 |
Crystal Rock Capital Management |
4 |
Fayez Sarofim & Co |
4 |
ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
4 |
Eagle Boston Investment Management Inc |
4 |
Adirondack Research & Management Inc. |
4 |
Sentry Investments Corp. |
4 |
HHR Asset Management, LLC |
4 |
Fft Wealth Management Llc |
4 |
Fourth Dimension Wealth, LLC |
4 |
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB |
4 |
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
4 |
Payden & Rygel |
4 |
Cleararc Capital Inc |
4 |
Klingman & Associates, LLC |
4 |
Cottage Street Advisors LLC |
4 |
Ridgeworth Funds |
4 |
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
4 |
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF |
4 |
Cannell Peter B & Co Inc |
4 |
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
4 |
Blue Rock Advisors, LLC |
4 |
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF |
4 |
Flow Traders U.s. Llc |
4 |
Roundview Capital LLC |
4 |
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI |
4 |
Lincoln National Corp |
4 |
Kiker Wealth Management, LLC |
4 |
Barrett & Company, Inc. |
4 |
JS Capital Management LLC |
4 |
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
4 |
Krs Capital Management, Llc |
4 |
Rampart Investment Management Company, LLC |
4 |
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares |
4 |
La Financiere De L'echiquier |
4 |
Park Avenue Institutional Advisers LLC |
4 |
Barington Capital Group, L.p. |
4 |
DoubleLine ETF Adviser LP |
4 |
Highland Capital Management Fund Advisors, L.p. |
4 |
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A |
4 |
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A |
4 |
Zimmer Partners, LP |
4 |
Sona Asset Management (us) Llc |
4 |
PCA Investment Advisory Services Inc. |
4 |
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund |
4 |
Marshfield Associates |
4 |
Permanens Capital L.P. |
4 |
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I |
4 |
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
4 |
Seldon Capital Lp |
4 |
China Universal Asset Management Co., Ltd. |
4 |
Hefty Wealth Partners |
4 |
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio |
4 |
Guardian Life Insurance Co Of America |
4 |
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio |
4 |
Manning & Napier Group, LLC |
4 |
Aries Wealth Management |
4 |
Brandes Investment Partners, Lp |
4 |
Robinson Capital Management, Llc |
4 |
Adi Capital Management LLC |
4 |
Karpus Management, Inc. |
4 |
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
4 |
Prosperity Consulting Group, LLC |
4 |
Virtus ETF Advisers LLC |
4 |
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
4 |
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund |
4 |
P Schoenfeld Asset Management Lp |
4 |
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class |
4 |
Signia Capital Management Llc |
4 |
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF |
4 |
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF |
4 |
DeDora Capital, Inc. |
4 |
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF |
4 |
Moon Capital Management Lp |
4 |
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class |
4 |
Scion Asset Management, LLC |
4 |
Taylor Hoffman Wealth Management |
4 |
First County Bank /CT/ |
4 |
Hedges Asset Management LLC |
4 |
Rs Investment Trust |
4 |
Mik Capital Llc |
4 |
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF |
4 |
Chesapeake Asset Management Llc |
4 |
Sandy Cove Advisors, LLC |
4 |
Central Asset Investments & Management Holdings (HK) Ltd |
4 |
BlueMar Capital Management, LLC |
4 |
Ahl Investment Management, Inc. |
4 |
Genus Capital Management Inc. |
4 |
180 Wealth Advisors, Llc |
4 |
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund |
4 |
SNS Financial Group, LLC |
4 |
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
4 |
Goodman Advisory Group, LLC |
4 |
Cognios Capital, LLC |
4 |
Aft, Forsyth & Company, Inc. |
4 |
Blackhawk Capital Partners LLC. |
4 |
Guardian Capital Advisors Lp |
4 |
Donaldson Capital Management, Llc |
4 |
PDS Planning, Inc |
4 |
Trilogy Global Advisors Lp |
4 |
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I |
4 |
RD Lewis Holdings, Inc. |
4 |
Citizens & Northern Corp |
4 |
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class |
4 |
G&S Capital LLC |
4 |
Daruma Capital Management Llc |
4 |
Union Savings Bank |
4 |
Lake Street Advisors Group, Llc |
4 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF |
4 |
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
4 |
Northwest Bank & Trust Co |
4 |
Widmann Financial Services, Inc. |
4 |
Capital Markets Trading UK LLP |
4 |
Flagship Wealth Advisors, Llc |
4 |
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF |
4 |
Qualcomm Inc/de |
4 |
Ally Financial Inc. |
4 |
Newbrook Capital Advisors LP |
4 |
Emerging Sovereign Group Llc |
4 |
Seelaus Asset Management LLC |
4 |
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
4 |
Biltmore Family Office, LLC |
4 |
SYM FINANCIAL Corp |
4 |
Pin Oak Investment Advisors Inc |
4 |
D.B. Root & Company, LLC |
4 |
Paulson Wealth Management Inc. |
4 |
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares |
4 |
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES |
4 |
Tiger Consumer Management, Lp |
4 |
Prosperity Wealth Management, Inc. |
4 |
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class |
4 |
Platinum Investment Management Ltd |
4 |
Halpern Financial, Inc. |
4 |
FDO Partners, LLC |
4 |
Burleson & Company, LLC |
4 |
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I |
4 |
Varma Mutual Pension Insurance Co |
4 |
Generali Asset Management SPA SGR |
4 |
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF |
4 |
Whitener Capital Management, Inc. |
4 |
Gwn Securities Inc. |
4 |
Pathway Financial Advisors LLC |
4 |
BluePath Capital Management, LLC |
4 |
New Jersey Better Educational Savings Trust |
4 |
Strategic Financial Services, Inc, |
4 |
Exane Asset Management |
4 |
Elmwood Wealth Management, Inc. |
4 |
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund |
4 |
EVNT - AltShares Trust - AltShares Event-Driven ETF |
4 |
Paradigm Financial Advisors, LLC |
4 |
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
4 |
Lakeview Capital Partners, LLC |
4 |
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF |
4 |
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF |
4 |
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
4 |
Trust Asset Management LLC |
4 |
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF |
4 |
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF |
4 |
CMT Capital Markets Trading GmbH |
4 |
New Age Alpha Funds Trust - NAA Allocation Fund Class C |
4 |
RiverPoint Capital Management, LLC |
4 |
CMT Asset Management Ltd |
4 |
O'Dell Group, LLC |
4 |
Rowland & Co Investment Counsel/adv |
4 |
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
4 |
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund |
4 |
Avitas Wealth Management LLC |
4 |
NEOS Investment Management LLC |
4 |
Foundations Investment Advisors, LLC |
4 |
Lord Abbett Developing Growth Fund, Inc. |
4 |
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB |
4 |
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
4 |
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund |
4 |
United Capital Management of KS, Inc. |
4 |
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares |
4 |
Asset Advisors Investment Management, LLC |
4 |
Everett Harris & Co /ca/ |
4 |
Cove Street Capital, LLC |
4 |
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF |
4 |
New Amsterdam Partners Llc/ny |
4 |
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy |
4 |
Indus Capital Partners, Llc |
4 |
EMG Holdings, L.P. |
4 |
Capital Group Private Client Services, Inc. |
4 |
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class |
4 |
PARK CIRCLE Co |
4 |
Strategic Asset Management, LLC |
4 |
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF |
4 |
Lavaca Capital Llc |
4 |
Cordatus Wealth Management LLC |
4 |
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF |
4 |
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF |
4 |
Financial Perspectives, Inc |
4 |
Hardy Reed LLC |
4 |
Summit Creek Advisors LLC |
4 |
Bedrijfstakpensioenfonds Voor De Media Pno |
4 |
Grandview Asset Management LLC |
4 |
1 North Wealth Services Llc |
4 |
Hudson Valley Investment Advisors Inc /adv |
4 |
Argus Investors' Counsel, Inc. |
4 |
Concert Wealth Management Inc. |
4 |
Rockline Wealth Management, LLC |
4 |
SPAX - Tidal ETF Trust - Robinson Alternative Yield Pre-Merger SPAC ETF |
4 |
McNamara Financial Services, Inc. |
4 |
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares |
4 |
Punch & Associates Investment Management, Inc. |
4 |
Potomac Capital Management, Inc. |
4 |
Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
4 |
PartnerRe Asset Management CORP |
4 |
TEOOX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities R6 |
4 |
Chemical Bank |
4 |
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
4 |
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
4 |
Stratos Wealth Advisors, LLC |
4 |
Brave Asset Management Inc |
4 |
GM Advisory Group, Inc. |
4 |
Kazazian Asset Management, LLC |
4 |
Robertson Stephens Wealth Management, LLC |
4 |
Mraz, Amerine & Associates, Inc. |
4 |
Truehand, Inc |
4 |
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF |
4 |
one8zero8, LLC |
4 |
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
4 |
Profunds - Profund Vp Large-cap Value |
4 |
9258 Wealth Management, LLC |
4 |
Hunter Associates Investment Management Llc |
4 |
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
4 |
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF |
4 |
East Coast Asset Management, LLC. |
4 |
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
4 |
Peregrine Asset Advisers, Inc. |
4 |
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF |
4 |
Lombard Odier Transatlantic, Limited Partnership |
4 |
Asahi Life Asset Management Co., Ltd. |
4 |
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) |
4 |
Sterne Agee Group, Inc. |
4 |
Abundance Wealth Counselors |
4 |
Capital Management Associates, Inc |
4 |
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF |
4 |
Altavista Wealth Management, Inc. |
4 |
Emerson Point Capital Lp |
4 |
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF |
4 |
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF |
4 |
Profunds - Profund Vp Large-cap Growth |
4 |
Nishkama Capital, LLC |
4 |
Icc Capital Management Inc/ |
4 |
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares |
4 |
Madison Investment Holdings Inc |
4 |
Wood Tarver Financial Group, LLC |
4 |
Lloyds Banking Group plc |
4 |
Fortem Financial Group, Llc |
4 |
Frisch Financial Group, Inc. |
4 |
Meridian Wealth Advisors, LLC |
4 |
Lynwood Capital Management Inc. |
4 |
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio |
4 |
Pembroke Management, LTD |
4 |
Noked Israel Ltd |
4 |
Somerset Trust Co |
4 |
Letson Investment Management, Inc. |
4 |
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional |
4 |
Searle & Co. |
4 |
Significant Wealth Partners LLC |
4 |
MorganRosel Wealth Management, LLC |
4 |
Alpha Quant Advisors, Llc |
4 |
Cynosure Management, Llc |
4 |
Engaged Capital LLC |
4 |
Brandywine Oak Private Wealth Llc |
4 |
Eisler Capital (UK) Ltd. |
4 |
Mindset Wealth Management, Llc |
4 |
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
4 |
Profunds - Profund Vp Bull |
4 |
Knuff & Co LLC |
4 |
Liberty Capital Management, Inc. |
4 |
Profunds - Profund Vp Ultrabull |
4 |
Founders Financial Securities Llc |
4 |
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF |
4 |
Cypress Capital, LLC |
4 |
Albar Capital Ltd |
4 |
Heritage Investors Management Corp |
4 |
Biltmore Capital Advisors LLC |
4 |
Lake Point Wealth Management |
4 |
Van Leeuwen & Company, LLC |
4 |
Quilter Plc |
4 |
Occidental Asset Management, LLC |
4 |
Clarkston Capital Partners, LLC |
4 |
Summit Financial Wealth Advisors, LLC |
4 |
Peoples Financial Services Corp. |
4 |
Opseu Pension Plan Trust Fund |
4 |
Lake Street Financial Llc |
4 |
Kmg Fiduciary Partners, Llc |
4 |
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
4 |
VSRDX - VALIC Co I - U.S. Socially Responsible Fund |
4 |
Patriot Investment Management Inc. |
4 |
Putnam ETF Trust - Putnam Sustainable Future ETF - |
4 |
Cornerstone Wealth Group, LLC |
4 |
New Century Financial Group, LLC |
4 |
Nicolet Advisory Services, Llc |
4 |
TCW ETF Trust - TCW High Yield Bond ETF |
4 |
Power Corp of Canada |
4 |
River Wealth Advisors LLC |
4 |
Ckw Financial Group |
4 |
Stablepoint Partners, LLC |
4 |
Town & Country Bank & Trust CO dba First Bankers Trust CO |
4 |
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
4 |
Principal Street Partners, LLC |
4 |
Bank of New Hampshire |
4 |
ClearAlpha Technologies LP |
4 |
Ferguson Wellman Capital Management, Inc |
4 |
Tradition Asset Management Llc |
4 |
AllSquare Wealth Management LLC |
4 |
Sound View Wealth Advisors Group, LLC |
4 |
Patton Fund Management, Inc. |
4 |
Portfolio Design Labs, LLC |
4 |
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
4 |
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class |
4 |
OneAscent Financial Services LLC |
4 |
Kingfisher Capital LLC |
4 |
Generali Investments CEE, investicni spolecnost, a.s. |
4 |
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I |
4 |
Focus Financial Network Inc /adv |
4 |
Dfa Investment Trust Co - The Emerging Markets Series |
4 |
Verity & Verity, LLC |
4 |
Markston International Llc |
4 |
Rs Variable Products Trust |
4 |
Aip Series Trust |
4 |
Stratton Management Co |
4 |
Principle Wealth Partners Llc |
4 |
Gratus Capital LLC |
4 |
Tectonic Advisors Llc |
4 |
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A |
4 |
Wiser Advisor Group LLC |
4 |
O'Neil Global Advisors, Inc. |
4 |
Risk Paradigm Group, LLC |
4 |
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A |
4 |
Union Square Park Capital Management, LLC |
4 |
Progeny 3, Inc. |
4 |
AXS Investments LLC |
4 |
Munder Series Trust |
4 |
Alpha Cubed Investments, LLC |
4 |
Better Money Decisions, LLC |
4 |
TCF National Bank |
4 |
Blue Square Asset Management, Llc |
4 |
Hohimer Wealth Management, Llc |
4 |
Lyon Street Capital, LLC |
4 |
Parametric Market Neutral Portfolio |
4 |
Syntax Advisors, Llc |
4 |
Xcel Wealth Management, LLC |
4 |
Optas, LLC |
4 |
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A |
4 |
American National Registered Investment Advisor, Inc. |
4 |
EnRich Financial Partners LLC |
4 |
Global Endowment Management, LP |
4 |
Atlas Private Wealth Management |
4 |
Beck Bode, LLC |
4 |
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 |
4 |
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y |
4 |
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
4 |
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A |
4 |
RFG Advisory, LLC |
4 |
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E |
4 |
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E |
4 |
Humankind Benefit Corp - Humankind US Stock ETF |
4 |
Systematic Alpha Investments, LLC |
4 |
Mayflower Financial Advisors, LLC |
4 |
Seizert Capital Partners, Llc |
4 |
Boussard & Gavaudan Investment Management LLP |
4 |
South Georgia Capital, Llc |
4 |
Pacific Ridge Capital Partners, LLC |
4 |
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A |
4 |
CTC Alternative Strategies, Ltd. |
4 |
Rexford Capital Inc |
4 |
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class |
4 |
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares |
4 |
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N |
4 |
Magellan Asset Management Ltd |
4 |
Reynders McVeigh Capital Management, LLC |
4 |
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A |
4 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii |
4 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
4 |
Adell Harriman & Carpenter Inc |
4 |
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
4 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
4 |
JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I |
4 |
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I |
4 |
Baron Silver Stevens Financial Advisors, Llc |
4 |
Torno Capital, Llc |
4 |
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
4 |
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
4 |
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares |
4 |
Nwam Llc |
4 |
OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class |
4 |
Douglass Winthrop Advisors, LLC |
4 |
EagleClaw Capital Managment, LLC |
4 |
Wall Street Access Asset Management, LLC |
4 |
Groesbeck Investment Management Corp /nj/ |
4 |
44 Wealth Management Llc |
4 |
Patron Partners Advisors, Llc |
4 |
Strategic Wealth Advisors Group, LLC |
4 |
CBLS - Elevation Series Trust - Clough Hedged Equity ETF |
4 |
Beacon Investment Advisory Services, Inc. |
4 |
Foster Dykema Cabot & Partners, Llc |
4 |
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A |
4 |
Sage Private Wealth Group, Llc |
4 |
NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares |
4 |
Jnl Series Trust - Jnl/s&p Mid 3 Fund (a) |
4 |
Jnl Series Trust - Jnl/wmc Balanced Fund (a) |
4 |
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) |
4 |
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class |
4 |
FJ Investments, LLC |
4 |
Palo Capital, Inc. |
4 |
40 North Management LLC |
4 |
Synergy Investment Management, LLC |
4 |
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) |
4 |
First Financial Bank - Trust Division |
4 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 |
4 |
Detwiler Fenton Investment Management LLC |
4 |
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF |
4 |
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
4 |
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
4 |
Optimist Retirement Group LLC |
4 |
EdgePoint Investment Group Inc. |
4 |
EMC Capital Management |
4 |
Kozak & Associates, Inc. |
4 |
Pensionfund DSM Netherlands |
4 |
JNL SERIES TRUST - JNL/Loomis Sayles Global Growth Fund (I) |
4 |
Patton Albertson Miller Group, Llc |
4 |
Alpine Associates Management Inc. |
4 |
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
4 |
Colonial River Wealth Management, LLC |
4 |
Pegasus Partners Ltd. |
4 |
Carlson Capital Management |
4 |
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares |
4 |
Community Trust & Investment Co |
4 |
Burke & Herbert Bank & Trust Co |
4 |
Exxonmobil Investment Management Inc /tx |
4 |
Freedman Financial Associates, Inc. |
4 |
Sanibel Captiva Trust Company, Inc. |
4 |
Deane Retirement Strategies, Inc. |
4 |
Sivia Capital Partners, LLC |
4 |
CrestPoint Capital Management, LLC |
4 |
Meristem Family Wealth, LLC |
4 |
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
4 |
NOSIX - Northern Funds - Northern Stock Index Fund |
4 |
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
4 |
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF |
4 |
Prospect Financial Services LLC |
4 |
Legacy Private Trust Co. |
4 |
Bangor Savings Bank |
4 |
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund |
4 |
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
4 |
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF |
4 |
First PREMIER Bank |
4 |
Voisard Asset Management Group, Inc. |
4 |
Iowa State Bank |
4 |
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
4 |
Cooper Investors Pty Ltd |
4 |
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H |
4 |
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
4 |
Three Peaks Capital Management, LLC |
4 |
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF |
4 |
Exos Asset Management LLC |
4 |
Winebrenner Capital Management Llc |
4 |
Smith Affiliated Capital Corp. |
4 |
Benin Management CORP |
4 |
Jacobs & Co/ca |
4 |
Horizon Kinetics LLC |
4 |
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class |
4 |
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional |
4 |
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA |
4 |
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
4 |
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF |
4 |
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
4 |
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF |
4 |
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
4 |
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC |
4 |
CoreFirst Bank & Trust |
4 |
Financial Advisory Service, Inc. |
4 |
Transcendent Capital Group LLC |
4 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A |
4 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A |
4 |
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF |
4 |
Centricity Wealth Management, LLC |
4 |
Richardson Financial Services Inc. |
4 |
Advanced Series Trust - Ast International Growth Portfolio |
4 |
Ables, Iannone, Moore & Associates, Inc. |
4 |
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio |
4 |
True Link Financial Advisors, LLC |
4 |
SummerHaven Investment Management, LLC |
4 |
Boys Arnold & Co Inc |
4 |
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio |
4 |
Resolute Advisors LLC |
4 |
Cim, Llc |
4 |
Prio Wealth Limited Partnership |
4 |
Oxler Private Wealth LLC |
4 |
Paragon Capital Management Ltd |
4 |
Strategic Advisors LLC |
4 |
Triangle Securities Wealth Management |
4 |
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
4 |
Atlas Brown,Inc. |
4 |
Farmers Trust Co |
4 |
Yarra Square Partners LP |
4 |
Legacy Capital Wealth Partners, LLC |
4 |
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio |
4 |
Synergy Financial Management, LLC |
4 |
Jolley Asset Management, LLC |
4 |
Mitsubishi UFJ Securities Holdings Co., Ltd. |
4 |
Cadent Capital Advisors, LLC |
4 |
Cobblestone Capital Advisors Llc /ny/ |
4 |
AA Financial Advisors, LLC |
4 |
Winslow Capital Management, LLC |
4 |
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P |
4 |
Intersect Capital LLC |
4 |
PACIFIC SELECT FUND - Equity Index Portfolio Class I |
4 |
Flossbach Von Storch Ag |
4 |
PACIFIC SELECT FUND - Value Advantage Portfolio Class I |
4 |
Oxbow Advisors, LLC |
4 |
Financial Synergies Wealth Advisors, Inc. |
4 |
Windsor Capital Management, LLC |
4 |
Annex Advisory Services, LLC |
4 |
Family Legacy Financial Solutions, LLC |
4 |
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 |
4 |
North Capital, Inc. |
4 |
Bks Advisors, Llc |
4 |
Bender Robert & Associates |
4 |
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
4 |
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I |
4 |
Becker Capital Management Inc |
4 |
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
4 |
Anchor Capital Advisors Llc |
4 |
Triad Wealth Partners, LLC |
4 |
Tricadia Capital Management, LLC |
4 |
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV |
4 |
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV |
4 |
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV |
4 |
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
4 |
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
4 |
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF |
4 |
Biglari, Sardar |
4 |
Mediolanum International Funds Ltd |
4 |
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
4 |
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
4 |
David R. Rahn & Associates Inc. |
4 |
Smart Portfolios, LLC |
4 |
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
4 |
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 |
4 |
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A |
4 |
Atlanta Consulting Group Advisors, LLC |
4 |
Jarislowsky, Fraser Ltd |
4 |
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
4 |
Cary Street Partners Asset Management Llc |
4 |
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I |
4 |
Nicolet Bankshares Inc |
4 |
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
4 |
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
4 |
Gagnon Securities Llc |
4 |
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
4 |
Ivory Investment Management, Llc |
4 |
Context Capital Management, LLC |
4 |
Sterling Financial Planning, Inc. |
4 |
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class |
4 |
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund |
4 |
Insight 2811, Inc. |
4 |
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund |
4 |
Markel Corp |
4 |
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A |
4 |
Personal Capital Advisors Corp |
4 |
Wd Rutherford Llc |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
4 |
Dumont & Blake Investment Advisors Llc |
4 |
Riverbridge Partners Llc |
4 |
Institutional Investment Strategy Fund |
4 |
Integrity Alliance, Llc. |
4 |
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF |
4 |
Grandeur Peak Global Advisors, LLC |
4 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
4 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
4 |
Guild Investment Management, Inc. |
4 |
Cypress Point Wealth Management, LLC |
4 |
San Luis Wealth Advisors LLC |
4 |
Busey Wealth Management |
4 |
Silphium Asset Management Ltd |
4 |
Rockland Trust Co |
4 |
Kesler, Norman & Wride, LLC |
4 |
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 |
4 |
Baker Tilly Financial, Llc |
4 |
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A |
4 |
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A |
4 |
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A |
4 |
WESPAC Advisors, LLC |
4 |
GATEX - Gateway Trust - Gateway Fund Class A Shares |
4 |
Jackson Wealth Management, LLC |
4 |
DB Wealth Management Group, LLC |
4 |
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds |
4 |
Stableford Capital Ii Llc |
4 |
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF |
4 |
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
4 |
Integrated Core Strategies (us) Llc |
4 |
Whitnell & Co. |
4 |
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A |
4 |
Blue Fin Capital, Inc. |
4 |
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A |
4 |
Clear Perspectives Financial Planning, LLC |
4 |
Bellwether Advisors, LLC |
4 |
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A |
4 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C |
4 |
Community Financial Services Group, LLC |
4 |
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares |
4 |
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares |
4 |
Bright Rock Capital Management, Llc |
4 |
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF |
4 |
World Equity Group, Inc. |
4 |
TOWER TRUST & INVESTMENT Co |
4 |
Ikos Cif Ltd |
4 |
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional |
4 |
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
4 |
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
4 |
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
4 |
Legacy Financial Group LLC |
4 |
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class |
4 |
Crossvault Capital Management LLC |
4 |
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A |
4 |
Nikko Asset Management Americas, Inc. |
4 |
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF |
4 |
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
4 |
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
4 |
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
4 |
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF |
4 |
Dividend Asset Capital, Llc |
4 |
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
4 |
Windward Capital Management Co /ca |
4 |
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF |
4 |
Mercer Capital Advisers, Inc. |
4 |
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF |
4 |
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF |
4 |
WestEnd Advisors, LLC |
4 |
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF |
4 |
Mondrian Investment Partners LTD |
4 |
Fairfield Financial Advisors, LTD |
4 |
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
4 |
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
4 |
Rand Wealth, Llc |
4 |
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity |
4 |
Sage Mountain Advisors LLC |
4 |
Goodwin Investment Advisory |
4 |
TD Securities (USA) LLC |
4 |
Essex Financial Services, Inc. |
4 |
Horan Capital Management |
4 |
Zuckerman Investment Group, LLC |
4 |
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
4 |
Old Dominion Capital Management Inc |
4 |
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
4 |
Aviso Financial Inc. |
4 |
Tiaa Cref Trust Co Fsb/mo |
4 |
Narwhal Capital Management |
4 |
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
4 |
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
4 |
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund |
4 |
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
4 |
Putnam Funds Trust - Putnam Emerging Markets Equity Fund Class A |
4 |
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
4 |
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares |
4 |
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
4 |
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA |
4 |
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A |
4 |
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
4 |
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
4 |
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A |
4 |
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A |
4 |
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A |
4 |
ACVF - ETF Opportunities Trust - American Conservative Values ETF |
4 |
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A |
4 |
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares |
4 |
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF |
4 |
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF |
4 |
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF |
4 |
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF |
4 |
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
4 |
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class |
4 |
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class |
4 |
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
4 |
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio |
4 |
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class |
4 |
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 |
4 |
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
4 |
Schwartz Investment Counsel Inc |
4 |
Nippon Life Global Investors Americas, Inc. |
4 |
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
4 |
Investment Partners, Ltd. |
4 |
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund |
4 |
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y |
4 |
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
4 |
TABOX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark US Core Equity Fund Institutional Class |
4 |
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
4 |
Sovran Advisors, LLC |
4 |
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf |
4 |
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF |
4 |
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund |
4 |
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares |
4 |
FRANK FUNDS - Camelot Event Driven Fund Class A Shares |
4 |
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A |
4 |
Cedar Mountain Advisors, LLC |
4 |
Bbr Partners, Llc |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class |
4 |
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund |
4 |
Centennial Bank/AR/ |
4 |
Shufro Rose & Co Llc |
4 |
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
4 |
SkyOak Wealth, LLC |
4 |
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
4 |
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund |
4 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 |
4 |
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class |
4 |
Northeast Investment Management |
4 |
Chiron Capital Management, Llc |
4 |
YANKCOM Partnership |
4 |
300 North Capital, Llc |
4 |
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND |
4 |
Bnc Wealth Management, Llc |
4 |
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y |
4 |
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares |
4 |
Ten Capital Wealth Advisors, LLC |
4 |
Howard Wealth Management, Llc |
4 |
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A |
4 |
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A |
4 |
Baron Financial Group, LLC |
4 |
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A |
4 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A |
4 |
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A |
4 |
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
4 |
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
4 |
Commonwealth Financial Services, LLC |
4 |
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
4 |
TSEMX - TOUCHSTONE STRATEGIC TRUST - Touchstone Sands Capital Emerging Markets Growth Fund Class Y |
4 |
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A |
4 |
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class |
4 |
ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A |
4 |
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF |
4 |
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A |
4 |
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
4 |
First Western Trust Bank |
4 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional |
4 |
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
4 |
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class |
4 |
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
4 |
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
4 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service |
4 |
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A |
4 |
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
4 |
First National Trust Co |
4 |
Modus Advisors, LLC |
4 |
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R |
4 |
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T |
4 |
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF |
4 |
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T |
4 |
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R |
4 |
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF |
4 |
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C |
4 |
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund |
4 |
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A |
4 |
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A |
4 |
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
4 |
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class |
4 |
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
4 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 |
4 |
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
4 |
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL |
4 |
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF |
4 |
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF |
4 |
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
4 |
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class |
4 |
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF |
4 |
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
4 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
4 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 |
4 |
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
4 |
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF |
4 |
Genworth Financial Inc |
4 |
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF |
4 |
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund |
4 |
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund |
4 |
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB |
4 |
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional |
4 |
PWS - Pacer Funds Trust - Pacer WealthShield ETF |
4 |
Palisades Hudson Asset Management, L.P. |
4 |
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF |
4 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A |
4 |
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V |
4 |
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares |
4 |
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
4 |
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class |
4 |
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund |
4 |
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF |
4 |
Advisor OS, LLC |
4 |
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
4 |
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A |
4 |
Hendershot Investments Inc. |
4 |
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
4 |
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund |
4 |
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A |
4 |
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
4 |
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) |
4 |
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A |
4 |
Lowe Wealth Advisors, LLC |
4 |
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio |
4 |
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares |
4 |
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares |
4 |
Investment Research & Advisory Group, Inc. |
4 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
4 |
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
4 |
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
4 |
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares |
4 |
North Star Asset Management Inc |
4 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
4 |
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N |
4 |
Concourse Capital Management, LLC |
4 |
Timberline Asset Management LLC |
4 |
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
4 |
Capital Wealth Alliance, LLC |
4 |
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A |
4 |
Cannon Financial Strategists, Inc. |
4 |
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A |
4 |
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
4 |
VSAGX - VALIC Co I - Small Cap Aggressive Growth Fund |
4 |
WFA of San Diego, LLC |
4 |
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A |
4 |
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
4 |
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
4 |
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF |
4 |
DGEAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Global Emerging Markets Fund Class A |
4 |
Crews Bank & Trust |
4 |
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I |
4 |
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class |
4 |
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A |
4 |
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF |
4 |
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A |
4 |
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
4 |
SNWAX - TRUST FOR PROFESSIONAL MANAGERS - Snow Capital Small Cap Value Fund - Class A Shares |
4 |
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A |
4 |
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A |
4 |
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF |
4 |
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF |
4 |
VSTIX - VALIC Co I - Stock Index Fund |
4 |
Seven Bridges Advisors LLC |
4 |
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund |
4 |
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF |
4 |
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares |
4 |
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
4 |
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF |
4 |
VCCCX - VALIC Co I - Capital Conservation Fund |
4 |
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF |
4 |
VCGEX - VALIC Co I - Emerging Economies Fund |
4 |
BLPIX - Profunds - Bull Profund Investor Class |
4 |
ULPIX - Profunds - Ultrabull Profund Investor Class |
4 |
LVPIX - Profunds - Large-cap Value Profund Investor Class |
4 |
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
4 |
LGPIX - Profunds - Large-cap Growth Profund Investor Class |
4 |
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service |
4 |
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF |
4 |
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class |
4 |
Securian Funds Trust - SFT Index 500 Fund Class 1 |
4 |
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
4 |
Hall Capital Management Co Inc |
4 |
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
4 |
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I |
4 |
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I |
4 |
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A |
4 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio |
4 |
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF |
4 |
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional |
4 |
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A |
4 |
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF |
4 |
Investment Centers Of America Inc |
4 |
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
4 |
SFY - Tidal ETF Trust - SoFi Select 500 ETF |
4 |
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
4 |
Stonebridge Financial Planning Group, LLC |
4 |
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class |
4 |
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class |
4 |
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
4 |
PENN SERIES FUNDS INC - Index 500 Fund |
4 |
PENN SERIES FUNDS INC - Mid Core Value Fund |
4 |
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF |
4 |
CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A |
4 |
PENN SERIES FUNDS INC - Smid Cap Value Fund |
4 |
PENN SERIES FUNDS INC - Small Cap Growth Fund |
4 |
PENN SERIES FUNDS INC - Large Growth Stock Fund |
4 |
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A |
4 |
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
4 |
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A |
4 |
First United Bank Trust/ |
4 |
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares |
4 |
MFRFX - MFS SERIES TRUST V - MFS Research Fund A |
4 |
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares |
4 |
Canandaigua National Corp |
4 |
Rivernorth Capital Management, Llc |
4 |
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
4 |
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF |
4 |
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF |
4 |
SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
4 |
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
4 |
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I |
4 |
Kentucky Retirement Systems |
4 |
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund |
4 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF |
4 |
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
4 |
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
4 |
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 |
4 |
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
4 |
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 |
4 |
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF |
4 |
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 |
4 |
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 |
4 |
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus |
4 |
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A |
4 |
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares |
4 |
OSCV - ETF Series Solutions - Opus Small Cap Value ETF |
4 |
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class |
4 |
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
4 |
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
4 |
CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES |
4 |
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund |
4 |
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I |
4 |
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I |
4 |
Night Squared LP |
4 |
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A |
4 |
Ag2r La Mondiale Gestion D'actifs |
4 |
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I |
4 |
Avanza Fonder AB |
4 |
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 |
4 |
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A |
4 |
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I |
4 |
RNWOX - FINANCIAL INVESTORS TRUST - RONDURE NEW WORLD FUND Investor Class |
4 |
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class |
4 |
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF |
4 |
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF |
4 |
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF |
4 |
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF |
4 |
ROSOX - FINANCIAL INVESTORS TRUST - RONDURE OVERSEAS FUND Investor Class |
4 |
JNMF - WisdomTree Trust - WisdomTree Japan Multifactor Fund N/A |
4 |
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A |
4 |
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A |
4 |
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund |
4 |
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I |
4 |
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF |
4 |
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
4 |
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
4 |
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I |
4 |
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class |
4 |
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund |
4 |
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class |
4 |
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF |
4 |
VCSVX - VALIC Co II - Small Cap Value Fund |
4 |
Summit Place Financial Advisors, LLC |
4 |
VCHYX - VALIC Co II - High Yield Bond Fund |
4 |
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV |
4 |
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
4 |
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class |
4 |
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
4 |
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B |
4 |
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A |
4 |
Harrell Investment Partners, Llc |
4 |
IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
4 |
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV |
4 |
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF |
4 |
SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
4 |
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV |
4 |
DAINX - Dunham Funds - Dunham International Stock Fund Class A |
4 |
JIHDX - John Hancock Funds II - High Yield Fund Class 1 |
4 |
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A |
4 |
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF |
4 |
IVE - iSHARES TRUST - iShares S&P 500 Value ETF |
4 |
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
4 |
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A |
4 |
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
4 |
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A |
4 |
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF |
4 |
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF |
4 |
Pinpoint Asset Management Ltd |
4 |
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares |
4 |
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class |
4 |
HDPSX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Cap Fund Retail Class |
4 |
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
4 |
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A |
4 |
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia |
4 |
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia |
4 |
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A |
4 |
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia |
4 |
Berylson Capital Partners, Llc |
4 |
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
4 |
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia |
4 |
PPM Funds - PPM Long Short Credit Fund (Inst) |
4 |
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A |
4 |
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV |
4 |
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV |
4 |
Viking Fund Management Llc |
4 |
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A |
4 |
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV |
4 |
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV |
4 |
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares |
4 |
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares |
4 |
Stony Point Capital LLC |
4 |
WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares |
4 |
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
4 |
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares |
4 |
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class |
4 |
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF |
4 |
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
4 |
Fulton Breakefield Broenniman Llc |
4 |
683 Capital Management, LLC |
4 |
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF |
4 |
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund |
4 |
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF |
4 |
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class |
4 |
Intrepid Capital Management Inc |
4 |
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class |
4 |
Jet Capital Investors L P |
4 |
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class |
4 |
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class |
4 |
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
4 |
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class |
4 |
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A |
4 |
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A |
4 |
Hillcrest Asset Management LLC |
4 |
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A |
4 |
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
4 |
SCIU - Global X Funds - Global X Scientific Beta US ETF |
4 |
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF |
4 |
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A |
4 |
ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
4 |
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
4 |
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
4 |
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class |
4 |
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class |
4 |
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares |
4 |
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class |
4 |
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class |
4 |
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares |
4 |
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF |
4 |
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF |
4 |
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF |
4 |
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
4 |
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
4 |
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A |
4 |
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF |
4 |
SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF |
4 |
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares |
4 |
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
4 |
Clough Capital Partners L P |
4 |
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF |
4 |
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A |
4 |
Simmons First Trust Co Na |
4 |
First Foundation Advisors |
4 |
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A |
4 |
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class |
4 |
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF |
4 |
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio |
4 |
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF |
4 |
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares |
4 |
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares |
4 |
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class |
4 |
Mogy Joel R Investment Counsel Inc |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
4 |
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A |
4 |
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio |
4 |
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
4 |
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio |
4 |
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class |
4 |
CPI - IndexIQ ETF Trust - IQ Real Return ETF |
4 |
BlackRock Multi-Sector Opportunities Trust II |
4 |
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A |
4 |
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class |
4 |
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio |
4 |
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class |
4 |
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class |
4 |
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y |
4 |
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class |
4 |
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
4 |
FDHAX - FIRST TRUST SERIES FUND - First Trust Short Duration High Income Fund Class A |
4 |
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A |
4 |
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class |
4 |
Spdr S&p 500 Etf Trust |
4 |
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A |
4 |
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund |
4 |
MTCGX - M FUND INC - M Large Cap Growth Fund |
4 |
Constellation Wealth Advisors, LLC |
4 |
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF |
4 |
WHGSX - Advisors' Inner Circle Fund - Westwood Smallcap Fund Institutional Class Shares |
4 |
FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF |
4 |
BKF - iShares, Inc. - iShares MSCI BRIC ETF |
4 |
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF |
4 |
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF |
4 |
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF |
4 |
Tower Bridge Advisors |
4 |
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF |
4 |
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF |
4 |
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio |
4 |
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
4 |
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio |
4 |
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
4 |
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF |
4 |
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF |
4 |
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund |
4 |
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund |
4 |
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) |
4 |
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A |
4 |
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF |
4 |
Willis Investment Counsel |
4 |
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB |
4 |
ARGA Investment Management, LP |
4 |
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
4 |
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
4 |
Souders Financial Advisors |
4 |
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares |
4 |
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF |
4 |
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) |
4 |
Linscomb & Williams, Inc. |
4 |
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF |
4 |
Veracity Capital LLC |
4 |
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund |
4 |
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares |
4 |
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
4 |
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
4 |
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares |
4 |
Optimal Asset Management, Inc. |
4 |
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y |
4 |
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R |
4 |
Signet Management Usa, Llc |
4 |
Cadence Bank Na |
4 |
Daiwa Capital Markets America Inc. |
4 |
Silver Bridge Capital Management LLC |
4 |
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A |
4 |
LMR Master Fund Ltd |
4 |
Advisors Capital Management, LLC |
4 |
Aris Wealth Services, Inc. |
4 |
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
4 |
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES |
4 |
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional |
4 |
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES |
4 |
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares |
4 |
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A |
4 |
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares |
4 |
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF |
4 |
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF |
4 |
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II |
4 |
HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF |
4 |
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
4 |
Scout Capital Management Llc |
4 |
AMJ Financial Wealth Management |
4 |
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
4 |
XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF |
4 |
Liberty One Investment Management, Llc |
4 |
TYWIX - AMG FUNDS - AMG GW&K Trilogy Emerging Wealth Equity Fund Class Z |
4 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
4 |
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 |
4 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
4 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 |
4 |
Magnolia Capital Advisors Llc |
4 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
4 |
Vertex One Asset Management Inc. |
4 |
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF |
4 |
Mizuho Markets Cayman LP |
4 |
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A |
4 |
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
4 |
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
4 |
Wealth Alliance |
4 |
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A |
4 |
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
4 |
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A |
4 |
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares |
4 |
Engrave Wealth Partners LLC |
4 |
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N |
4 |
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N |
4 |
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I |
4 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
4 |
RMR Wealth Builders |
4 |
eCIO, Inc. |
4 |
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio |
4 |
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class |
4 |
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio |
4 |
Gruss & Co., LLC |
4 |
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF |
4 |
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF |
4 |
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A |
4 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
4 |
Virtus Global Dividend & Income Fund Inc. |
4 |
Nuveen Multi-market Income Fund |
4 |
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
4 |
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares |
4 |
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
4 |
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class |
4 |
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) |
4 |
L.m. Kohn & Company |
4 |
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund |
4 |
Nuveen S&p 500 Buywrite Income Fund |
4 |
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
4 |
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
4 |
Gabelli Dividend & Income Trust |
4 |
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares |
4 |
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
4 |
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
4 |
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
4 |
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class |
4 |
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
4 |
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 |
4 |
Eubel Brady & Suttman Asset Management Inc |
4 |
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
4 |
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
4 |
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
4 |
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF |
4 |
Halsey Associates Inc/ct |
4 |
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund |
4 |
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. |
4 |
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class |
4 |
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z |
4 |
Summit Wealth Group, LLC |
4 |
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund |
4 |
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF |
4 |
Putnam High Income Securities Fund |
4 |
Dixon Hubard Feinour & Brown Inc/va |
4 |
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A |
4 |
JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
4 |
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund |
4 |
Castle Wealth Management Llc |
4 |
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
4 |
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
4 |
FISTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Special Situations Fund Institutional Class |
4 |
Worth Asset Management, LLC |
4 |
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. |
4 |
GDS Wealth Management |
4 |
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
4 |
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund |
4 |
Fund Management at Engine No. 1 LLC |
4 |
Tevis Investment Management |
4 |
Invesco Dynamic Credit Opportunities Fund |
4 |
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF |
4 |
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
4 |
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares |
4 |
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
4 |
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A |
4 |
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio |
4 |
Azimuth Capital Investment Management LLC |
4 |
Lansing Street Advisors |
4 |
Empirical Asset Management, LLC |
4 |
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
4 |
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
4 |
Rainier Investment Management Mutual Funds |
4 |
Grayhawk Investment Strategies Inc. |
4 |
FSM Wealth Advisors, LLC |
4 |
Global Assets Advisory, LLC |
4 |
Kdi Capital Partners Llc |
4 |
LGT Fund Management Co Ltd. |
4 |
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF |
4 |
IFG Advisory, LLC |
4 |
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF |
4 |
MADDEN SECURITIES Corp |
4 |
Eisler Capital Management Ltd. |
4 |
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class |
4 |
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF |
4 |
Mufg Securities Americas Inc. |
4 |
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF |
4 |
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF |
4 |
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
4 |
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
4 |
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
4 |
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF |
4 |
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
4 |
Cruiser Capital Advisors, Llc |
4 |
AlphaStar Capital Management, LLC |
4 |
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF |
4 |
Delta Lloyd Asset Management N.v. |
4 |
Safeguard Financial, LLC |
4 |
SHP ETF Trust - NEOS S&P 500(R) High Income ETF |
4 |
Geneva Partners, LLC |
4 |
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF |
4 |
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF |
4 |
Czech National Bank |
4 |
Citizens Business Bank |
4 |
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
4 |
Mesirow Institutional Investment Management, Inc. |
4 |
Brewin Dolphin Wealth Management Ltd |
4 |
Noked Capital LTD |
4 |
Western Asset Premier Bond Fund |
4 |
Dimension Capital Management Llc |
4 |
Founders Capital Management |
4 |
Balboa Wealth Partners |
4 |
Morse Asset Management, Inc |
4 |
Pinnacle Bancorp, Inc. |
4 |
Quest 10 Wealth Builders, Inc. |
4 |
Gallacher Capital Management LLC |
4 |
Retirement Financial Solutions, Llc |
4 |
Holos Integrated Wealth LLC |
4 |
Israel Discount Bank Of New York /gfn |
4 |
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
4 |
Royce Micro-cap Trust, Inc /md/ |
4 |
Icon Wealth Advisors, LLC |
4 |
New Perspective Fund |
4 |
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF |
4 |
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
3 |
Badgley Phelps & Bell Inc |
3 |
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P |
3 |
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional |
3 |
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
3 |
Boenning & Scattergood, Inc. |
3 |
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A |
3 |
IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A |
3 |
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional |
3 |
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
3 |
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF |
3 |
Consulta Ltd |
3 |
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I |
3 |
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund |
3 |
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class |
3 |
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 |
3 |
Cion Ares Diversified Credit Fund |
3 |
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A |
3 |
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund |
3 |
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund |
3 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 |
3 |
Bristol Advisors, LLC |
3 |
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I |
3 |
DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A |
3 |
Alhambra Investment Partners LLC |
3 |
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class |
3 |
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares |
3 |
LGSAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Select Equity Fund Class A |
3 |
TETAX - RBC FUNDS TRUST - RBC Enterprise Fund A Shares |
3 |
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A |
3 |
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF |
3 |
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF |
3 |
CWSIX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Value Fund Class Chartwell |
3 |
Farr Miller & Washington Llc/dc |
3 |
Carlton Hofferkamp & Jenks Wealth Management, LLC |
3 |
Sentinel Group Funds Inc |
3 |
Us Global Investors Funds |
3 |
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class |
3 |
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
3 |
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A |
3 |
Parthenon Llc |
3 |
Locust Wood Capital Advisers, Llc |
3 |
QUAGX - QUAKER INVESTMENT TRUST - Quaker Impact Growth Fund Advisor Class |
3 |
Custom Portfolio Group LLC |
3 |
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) |
3 |
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K |
3 |
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A |
3 |
BRKAX - MFS SERIES TRUST IV - MFS Blended Research Emerging Markets Equity Fund A |
3 |
Country Club Bank /gfn |
3 |
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A |
3 |
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A |
3 |
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A |
3 |
Minot Wealth Management LLC |
3 |
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A |
3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
3 |
Apex Capital, Llc |
3 |
Mill Road Capital Management LLC |
3 |
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
3 |
Hugh Johnson Advisors LLC |
3 |
Cognios Beta Neutral Large Cap Fund, Lp |
3 |
Laurel Wealth Advisors, Inc. |
3 |
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares |
3 |
Greenwood Gearhart Inc |
3 |
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class |
3 |
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class |
3 |
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
3 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A |
3 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A |
3 |
PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C |
3 |
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF |
3 |
Peoples Bank/KS |
3 |
ASCAA - ANCHOR SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 |
3 |
Cynosure Advisors, Llc |
3 |
AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class |
3 |
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF |
3 |
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
3 |
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
3 |
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF |
3 |
EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF |
3 |
Pictet & Cie (Europe) SA |
3 |
Nicola Wealth Management Ltd. |
3 |
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 |
3 |
Private Management Group Inc |
3 |
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares |
3 |
Altium Wealth Management LLC |
3 |
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF |
3 |
Howard Capital Management Inc. |
3 |
Ntv Asset Management Llc |
3 |
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF |
3 |
JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF |
3 |
Quad-Cities Investment Group, LLC |
3 |
Milestone Investment Advisors LLC |
3 |
Sather Financial Group Inc |
3 |
ASCTX - AMG Funds IV - AMG Managers Silvercrest Small Cap Fund CLASS N SHARES |
3 |
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class |
3 |
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L |
3 |
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A |
3 |
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
3 |
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF |
3 |
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio |
3 |
Ninety One SA (PTY) Ltd |
3 |
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A |
3 |
Avenir Corp |
3 |
Boston Research & Management Inc |
3 |
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF |
3 |
GBLO - Global Beta ETF Trust - Global Beta Low Beta ETF |
3 |
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
3 |
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB |
3 |
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class |
3 |
Mcclain Value Management Llc |
3 |
Arcus Capital Partners, LLC |
3 |
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I |
3 |
CUSRX - CULLEN FUNDS TRUST - Cullen Small Cap Value Fund Retail Class |
3 |
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES |
3 |
Krane Funds Advisors LLC |
3 |
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund |
3 |
Lakewood Asset Management LLC |
3 |
City National Bank |
3 |
J. W. Coons Advisors, LLC |
3 |
Allianz Se |
3 |
Bank Of The West |
3 |
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 |
3 |
Western Pacific Wealth Management, LP |
3 |
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A |
3 |
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund |
3 |
Susquehanna Securities, Llc |
3 |
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
3 |
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I |
3 |
TigerShark Management, LLC |
3 |
Brightworth |
3 |
Schooner Investment Group, LLC. |
3 |
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I |
3 |
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I |
3 |
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund |
3 |
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund |
3 |
Godsey & Gibb Associates |
3 |
Virginia Wealth Management Group, Inc. |
3 |
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 |
3 |
Level Financial Advisors, Inc. |
3 |
Paragon Advisors, LLC |
3 |
Belmont Capital, LLC |
3 |
Grandfield & Dodd, Llc |
3 |
Silicon Hills Wealth Management, LLC |
3 |
Acuitas Investments, LLC |
3 |
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 |
3 |
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R |
3 |
Mill Capital Management, LLC |
3 |
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T |
3 |
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L |
3 |
Spf Beheer Bv |
3 |
Catalyst Financial Partners Llc |
3 |
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
3 |
James Reed Financial Services, Inc. |
3 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
3 |
Hc Financial Advisors Inc |
3 |
Hager Investment Management Services, Llc |
3 |
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A |
3 |
Catterton Management Company, L.L.C. |
3 |
ABVAX - AB TRUST - AB Value Fund Class A |
3 |
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund |
3 |
Alpine Series Trust |
3 |
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A |
3 |
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF |
3 |
CWSIX - Chartwell Funds - Chartwell Small Cap Value Fund |
3 |
Bristlecone Advisors, LLC |
3 |
Hilltop Park Associates LLC |
3 |
22nw, Lp |
3 |
SPCZ - Listed Funds Trust - RiverNorth Enhanced Pre-Merger SPAC ETF |
3 |
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund |
3 |
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF |
3 |
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF |
3 |
XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A |
3 |
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
3 |
Beaumont Financial Partners, LLC |
3 |
SOL Capital Management CO |
3 |
Wells Trecaso Financial Group, LLC |
3 |
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
3 |
IMG Wealth Management, Inc. |
3 |
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund |
3 |
MCSCX - 360 Funds - M3Sixty Small Cap Growth Fund Institutional Class Shares |
3 |
LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A |
3 |
Western Asset Income Fund |
3 |
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I |
3 |
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 |
3 |
Adams Hall Wealth Advisors, LLC |
3 |
Blue Grotto Capital, LLC |
3 |
Columbia Capital Llc |
3 |
Castle Creek Arbitrage, LLC |
3 |
Aegis Financial Corp |
3 |
Eq Wealth Advisors, Llc |
3 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 |
3 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C |
3 |
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF |
3 |
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
3 |
Penobscot Investment Management Company, Inc. |
3 |
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF |
3 |
Pelorus Jack Capital, L.p. |
3 |
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1 |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 |
3 |
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K |
3 |
Spinnaker Trust |
3 |
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF |
3 |
FSA Wealth Management LLC |
3 |
Stellar Capital Management, LLC |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
3 |
USAdvisors Wealth Management, LLC |
3 |
Equitec Specialists, Llc |
3 |
Shelton Wealth Management, Llc |
3 |
Aster Investment Management Co Inc |
3 |
Vintage Capital Management LLC |
3 |
J.Safra Asset Management Corp |
3 |
FRFEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Floating Rate II Fund Institutional Class |
3 |
Centurion Wealth Management LLC |
3 |
Abacus Planning Group, Inc. |
3 |
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional |
3 |
Cazenove Capital Management Ltd |
3 |
Haber Trilix Advisors, Lp |
3 |
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
3 |
First Financial Equity Corporation |
3 |
Towle & Co |
3 |
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A |
3 |
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund |
3 |
Valinor Management, Llc |
3 |
Silvia Mccoll Wealth Management, Llc |
3 |
Quantedge Capital Pte Ltd |
3 |
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES |
3 |
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
3 |
MML Series Investment Fund II - MML Equity Fund Initial Class |
3 |
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A |
3 |
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A |
3 |
MML Series Investment Fund II - MML Asset Momentum Fund Class II |
3 |
Cortina Funds, Inc. |
3 |
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A |
3 |
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF |
3 |
Bel Air Investment Advisors Llc |
3 |
BEXFX - BARON SELECT FUNDS - Baron Emerging Markets Fund |
3 |
Northwest Wealth Management, Llc |
3 |
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A |
3 |
Founders Bank & Trust |
3 |
Glg Inc. |
3 |
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
3 |
Vahanian & Associates Financial Planning Inc. |
3 |
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A |
3 |
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z |
3 |
Dominick & Dominick LLC |
3 |
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class |
3 |
Zions Trust, National Association |
3 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 |
3 |
RPNIX - RIVERPARK FUNDS TRUST - Riverpark/Next Century Growth Fund Institutional Class Shares |
3 |
Pimco Income Opportunity Fund |
3 |
James Alpha Funds Trust - Easterly Snow Small Cap Value Fund Class C |
3 |
Kim, Llc |
3 |
NFO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Insider Sentiment ETF |
3 |
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
3 |
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund |
3 |
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares |
3 |
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class |
3 |
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares |
3 |
Inlight Wealth Management, LLC |
3 |
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A |
3 |
KAMES CAPITAL management Ltd |
3 |
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A |
3 |
Galaxy Capital Trading Ltd |
3 |
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
3 |
Cornerstone Advisors Inc |
3 |
Highview Capital Management LLC/DE/ |
3 |
Marshall & Sullivan Inc /wa/ |
3 |
Blue Sky Asset Management, LLC |
3 |
Community Bank System, Inc. |
3 |
West Michigan Advisors, Llc |
3 |
Leonard Rickey Investment Advisors P.L.L.C. |
3 |
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES |
3 |
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund |
3 |
JNL SERIES TRUST - JNL/DoubleLine Total Return Fund (A) |
3 |
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A |
3 |
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A |
3 |
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional |
3 |
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
3 |
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A |
3 |
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional |
3 |
HSCIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON U.S. SMALL CAP FUND INSTITUTIONAL CLASS SHARES |
3 |
A. D. Beadell Investment Counsel, Inc. |
3 |
Gleason Group, Inc. |
3 |
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS |
3 |
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund |
3 |
FPSVX - FRONTIER FUNDS, INC. - Frontier Phocas Small Cap Value Fund Institutional Class |
3 |
FMGPX - FRONTIER FUNDS, INC. - Frontier MFG Global Plus Fund Institutional Class |
3 |
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class |
3 |
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class |
3 |
Zazove Associates Llc |
3 |
Kendall Capital Management |
3 |
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES |
3 |
Tradition Capital Management Llc |
3 |
Pacific View Asset Management, Llc |
3 |
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
3 |
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF |
3 |
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES |
3 |
WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares |
3 |
Pt Asset Management, Llc |
3 |
Triglav Skladi, D.o.o. |
3 |
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF |
3 |
Legg Mason Investment Counsel & Trust Co., N.A. |
3 |
Curio Wealth, Llc |
3 |
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF |
3 |
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
3 |
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional |
3 |
Bridge Generations Wealth Management Llc |
3 |
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares |
3 |
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF |
3 |
McMahon Financial Advisors, LLC |
3 |
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard |
3 |
Woodard & Co Asset Management Group Inc /adv |
3 |
Donald Smith & Co., Inc. |
3 |
Fore Capital, LLC |
3 |
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund |
3 |
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF |
3 |
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) |
3 |
PUTNAM VARIABLE TRUST - Putnam VT International Growth Fund Class IA Shares |
3 |
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES |
3 |
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class |
3 |
Folger Nolan Fleming Douglas Capital Management, Inc |
3 |
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A |
3 |
Bessemer Securities Llc |
3 |
Lodge Hill Capital, LLC |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class |
3 |
Harris Associates L P |
3 |
Wafra Inc. |
3 |
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares |
3 |
ATIAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Select Companies Fund Class A |
3 |
Armor Investment Advisors, LLC |
3 |
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF |
3 |
HoyleCohen, LLC |
3 |
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF |
3 |
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
3 |
Soros Capital Management Llc |
3 |
Horizons Wealth Management |
3 |
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF |
3 |
Goodwin Daniel L |
3 |
Antonetti Capital Management LLC |
3 |
Jacob Asset Management Of New York Llc |
3 |
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF |
3 |
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV |
3 |
VCIEX - VALIC Co I - International Equities Index Fund |
3 |
Beck Mack & Oliver Llc |
3 |
Longbow Finance SA |
3 |
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class |
3 |
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF |
3 |
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV |
3 |
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF |
3 |
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
3 |
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A |
3 |
Credo Capital Management, LLC |
3 |
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF |
3 |
LaSalle St. Investment Advisors, LLC |
3 |
VBCVX - VALIC Co I - Systematic Value Fund |
3 |
Lountzis Asset Management, Llc |
3 |
Prudent Man Advisors, LLC |
3 |
Premia Global Advisors, Llc |
3 |
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF |
3 |
Linden Thomas Advisory Services, LLC |
3 |
MSSGX - MORGAN STANLEY INSTITUTIONAL FUND INC - Inception Portfolio CLASS I |
3 |
State of New Jersey Common Pension Fund A |
3 |
TOWER TRUST Co |
3 |
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class |
3 |
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class |
3 |
Milestone Advisory Partners |
3 |
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 |
3 |
HBC Financial Services, PLLC |
3 |
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S |
3 |
Pictet North America Advisors SA |
3 |
Richards, Merrill & Peterson, Inc. |
3 |
VSSVX - VALIC Co I - Small Cap Special Values Fund |
3 |
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF |
3 |
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
3 |
Anandar Capital Management LP |
3 |
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A |
3 |
Aperture Investors, LLC |
3 |
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A |
3 |
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I |
3 |
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF |
3 |
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A |
3 |
Hikari Power Ltd |
3 |
GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A |
3 |
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A |
3 |
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF |
3 |
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A |
3 |
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
3 |
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF |
3 |
Silverlake Wealth Management Llc |
3 |
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares |
3 |
Watchman Group, Inc. |
3 |
Davidson Capital Management Inc. |
3 |
Bowman & Co S.C. |
3 |
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A |
3 |
Kaufman Rossin Wealth, LLC |
3 |
Capital Insight Partners, Llc |
3 |
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares |
3 |
Townsend & Associates, Inc |
3 |
American Independence Funds Trust |
3 |
LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A |
3 |
Thames Capital Management Llc |
3 |
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF |
3 |
American Money Management, LLC |
3 |
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF |
3 |
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF |
3 |
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 |
3 |
Peterson Wealth Services |
3 |
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I |
3 |
Wilson, Kemp & Associates, Inc. |
3 |
Bristol John W & Co Inc /ny/ |
3 |
Optimize Financial Inc |
3 |
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A |
3 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial |
3 |
Natural Investments, Llc |
3 |
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
3 |
Graney & King, LLC |
3 |
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service |
3 |
Arista Wealth Management, LLC |
3 |
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF |
3 |
Crabel Capital Management, LLC |
3 |
Archipel Asset Management AB |
3 |
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF |
3 |
Securian Funds Trust - SFT Core Bond Fund Class 1 |
3 |
Tanglewood Legacy Advisors, LLC |
3 |
VLCCX - VALIC Co I - Large Cap Core Fund |
3 |
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV |
3 |
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF |
3 |
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I |
3 |
Fic Capital Inc |
3 |
Perennial Investment Advisors, LLC |
3 |
Corrado Advisors, Llc |
3 |
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund |
3 |
FSKLX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Low Volatility Index Fund |
3 |
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares |
3 |
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
3 |
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A |
3 |
DiMeo Schneider & Associates, L.L.C. |
3 |
Eisler Capital (US) LLC |
3 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio |
3 |
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N |
3 |
Union Bancaire Privee, UBP SA |
3 |
Mid-American Wealth Advisory Group, Inc. |
3 |
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A |
3 |
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A |
3 |
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A |
3 |
VSM Wealth Advisory, LLC |
3 |
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I |
3 |
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund |
3 |
OWSIX - OLD WESTBURY FUNDS INC - Old Westbury All Cap ESG Fund |
3 |
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
3 |
TFB Advisors LLC |
3 |
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P |
3 |
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
3 |
OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares |
3 |
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares |
3 |
Moab Capital Partners LLC |
3 |
Opus Investment Management Inc |
3 |
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A |
3 |
AGMQX - Investment Managers Series Trust - 361 Macro Opportunity Fund Investor Class |
3 |
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund |
3 |
LaSalle Street Capital Management, LLC |
3 |
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I |
3 |
JEMQX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Emerging Markets Equity Fund Class A |
3 |
Patten & Patten Inc/tn |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y |
3 |
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF |
3 |
CSMVX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Small Cap Growth Fund Retail Class |
3 |
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
3 |
RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 |
3 |
Wellesley Asset Management |
3 |
Chelsea Counsel Co |
3 |
Oaktree Diversified Income Fund Inc. |
3 |
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio |
3 |
Granite Bay Wealth Management, LLC |
3 |
Armstrong, Fleming & Moore, Inc |
3 |
ICICI Prudential Asset Management Co Ltd |
3 |
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF |
3 |
KCS Wealth Advisory |
3 |
Kathleen S. Wright Associates Inc. |
3 |
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF |
3 |
Meeder Advisory Services, Inc. |
3 |
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 |
3 |
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 |
3 |
Hamilton Capital, LLC |
3 |
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I |
3 |
Lipe & Dalton |
3 |
Alphinity Investment Management Pty Ltd |
3 |
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A |
3 |
Plancorp, LLC |
3 |
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A |
3 |
Sullivan, Bruyette, Speros & Blaney, LLC |
3 |
MEMBERS Trust Co |
3 |
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A |
3 |
Beaconlight Capital, Llc |
3 |
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A |
3 |
Cherry Tree Wealth Management, LLC |
3 |
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 |
3 |
Morgens Waterfall Vintiadis & Co Inc |
3 |
Hunter Perkins Capital Management, LLC |
3 |
Quartz Partners, LLC |
3 |
Lunia Capital Lp |
3 |
Aevitas Wealth Management, Inc. |
3 |
Broadleaf Partners, LLC |
3 |
Belmont Global Advisors, Inc. |
3 |
Everstar Asset Management, LLC |
3 |
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A |
3 |
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C |
3 |
WealthPlan Investment Management, LLC |
3 |
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A |
3 |
EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A |
3 |
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF |
3 |
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 |
3 |
Mfs Intermediate High Income Fund |
3 |
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF |
3 |
Williams Jones & Associates LLC |
3 |
Nicholas Hoffman & Company, LLC. |
3 |
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 |
3 |
Parvin Asset Management, LLC |
3 |
Quantessence Capital LLC |
3 |
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
3 |
Yellowstone Partners, LLC |
3 |
Lucia Wealth Services, Llc |
3 |
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class |
3 |
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 |
3 |
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF |
3 |
Berbice Capital Management LLC |
3 |
Signature Estate & Investment Advisors Llc |
3 |
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF |
3 |
Asset Management Group, Inc. |
3 |
Cooke & Bieler Lp |
3 |
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 |
3 |
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF |
3 |
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS |
3 |
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF |
3 |
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 |
3 |
BPTRX - BARON SELECT FUNDS - Baron Partners Fund |
3 |
ADVGX - North Square Investments Trust - North Square Advisory Research All Cap Value Fund Class I |
3 |
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
3 |
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 |
3 |
Antipodean Advisors LLC |
3 |
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 |
3 |
Stansberry Asset Management, Llc |
3 |
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N |
3 |
HG Vora Capital Management, LLC |
3 |
Filbrandt Wealth Management, LLC |
3 |
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF |
3 |
XR Securities LLC |
3 |
SGNLX - Advisors' Inner Circle Fund III - SGA INTERNATIONAL EQUITY FUND Investor Shares |
3 |
GraniteShares Advisors LLC |
3 |
FirstMerit Bank N A Trustee |
3 |
Danda Trouve Investment Management, Inc. |
3 |
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF |
3 |
Kera Capital Partners, Inc. |
3 |
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares |
3 |
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R |
3 |
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF |
3 |
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class |
3 |
DBLTX - DoubleLine Funds Trust - DoubleLine Total Return Bond Fund Class I |
3 |
FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio |
3 |
Nan Shan Life Insurance Co., Ltd. |
3 |
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S |
3 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF |
3 |
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N |
3 |
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund |
3 |
Covenant Asset Management, LLC |
3 |
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
3 |
Lloyd Park, LLC |
3 |
GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A |
3 |
GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I |
3 |
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A |
3 |
SJIM - Northern Lights Fund Trust IV - Inverse Cramer Tracker ETF |
3 |
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A |
3 |
Cloverdale Capital Management, LLC |
3 |
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class |
3 |
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A |
3 |
Hatteras Alternative Mutual Funds, LLC |
3 |
Orbis Allan Gray Ltd |
3 |
Tcw Strategic Income Fund Inc |
3 |
CIPDX - Advisors' Inner Circle Fund II - CHAMPLAIN EMERGING MARKETS FUND Advisor Shares |
3 |
QICLX - AQR Funds - AQR International Multi-Style Fund Class I |
3 |
VELA Investment Management, LLC |
3 |
EPASX - Investment Managers Series Trust - EP Emerging Markets Small Companies Fund Class A |
3 |
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A |
3 |
NWK Group, Inc. |
3 |
Titleist Asset Management, Ltd. |
3 |
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class |
3 |
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A |
3 |
Freshford Capital Management, LLC |
3 |
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class |
3 |
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund |
3 |
RHJMX - Advisors' Inner Circle Fund - Rice Hall James Small Cap Portfolio Institutional Class Shares |
3 |
Amida Capital Management II, LLC |
3 |
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund |
3 |
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF |
3 |
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I |
3 |
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I |
3 |
Pergamon Offshore Advisors, L.P. |
3 |
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
3 |
FRG Family Wealth Advisors LLC |
3 |
BTC Capital Management, Inc. |
3 |
Northcape Wealth Management, Llc |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio |
3 |
Quad Capital Management Advisors LLC |
3 |
ICSCX - Advisors' Inner Circle Fund - Icm Small Company Portfolio Institutional Class Shares |
3 |
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares |
3 |
Mattson Financial Services, LLC |
3 |
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio |
3 |
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A |
3 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A |
3 |
Abeille Asset Management Sa |
3 |
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class |
3 |
Close Asset Management Ltd |
3 |
Argonautica Private Wealth Management, Inc |
3 |
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
3 |
ULTRA SERIES FUND - Core Bond Fund Class I |
3 |
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares |
3 |
Castle Rock Wealth Management, LLC |
3 |
Tide Point Capital Management, Lp |
3 |
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares |
3 |
Nine27 Capital Management, LP |
3 |
Future Fund LLC |
3 |
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF |
3 |
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A |
3 |
Carderock Capital Management Inc |
3 |
LSAGX - Natixis Funds Trust II - Loomis Sayles Global Growth Fund Class A |
3 |
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I |
3 |
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A |
3 |
XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF |
3 |
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A |
3 |
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I |
3 |
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A |
3 |
Centaur Capital Partners, L.P. |
3 |
Bainco International Investors |
3 |
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class |
3 |
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I |
3 |
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund |
3 |
Saudi Central Bank |
3 |
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV |
3 |
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class |
3 |
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
3 |
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund |
3 |
Empower Advisory Group, LLC |
3 |
RWLIX - Two Roads Shared Trust - Redwood Activist Leaders Fund Class I |
3 |
Two Creeks Capital Management, LP |
3 |
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class |
3 |
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z |
3 |
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A |
3 |
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class |
3 |
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares |
3 |
Willner & Heller, Llc |
3 |
Courier Capital Llc |
3 |
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio |
3 |
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
3 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 |
3 |
Strategic Capital Group LLC |
3 |
VMCVX - VALIC Co II - Mid Cap Value Fund |
3 |
Eaton Vance Floating-rate Income Trust |
3 |
Decker Retirement Planning Inc. |
3 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
3 |
EWG Elevate Inc. |
3 |
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
3 |
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A |
3 |
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A |
3 |
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF |
3 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
3 |
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class |
3 |
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF |
3 |
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF |
3 |
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
3 |
Forbes J M & Co Llp |
3 |
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV |
3 |
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio |
3 |
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund |
3 |
S&t Bank/pa |
3 |
Delaware Vip Trust - Delaware Vip Value Series Standard Class |
3 |
Eaton Vance Floating-rate 2022 Target Term Trust |
3 |
Kalmar Pooled Investment Trust |
3 |
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF |
3 |
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF |
3 |
PayPay Securities Corp |
3 |
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class |
3 |
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class |
3 |
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF |
3 |
Saxon Interests, Inc. |
3 |
Buckingham Capital Management, Inc. |
3 |
Lion Point Capital, LP |
3 |
ORG Wealth Partners, LLC |
3 |
Gunderson Capital Management Inc. |
3 |
Piscataqua Savings Bank |
3 |
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF |
3 |
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund |
3 |
TEXN - iSHARES TRUST - iShares Texas Equity ETF |
3 |
Ambassador Advisors, LLC |
3 |
Chung Wu Investment Group, LLC |
3 |
Western Asset Management Company, LLC |
3 |
Schwarz Dygos Wheeler Investment Advisors Llc |
3 |
Fidelity National Financial, Inc. |
3 |
Delta Global Management LP |
3 |
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF |
3 |
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF |
3 |
Capitolis Liquid Global Markets LLC |
3 |
Precision Wealth Strategies, LLC |
3 |
Connectus Wealth, LLC |
3 |
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
3 |
Empirical Capital Management, LLC |
3 |
IWL - iSHARES TRUST - iShares Russell Top 200 ETF |
3 |
Stux Capital Management, LLC |
3 |
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares |
3 |
Diversified Portfolios, Inc. |
3 |
Emerson Investment Management, Llc |
3 |
Stonegate Investment Group, LLC |
3 |
CALAMOS INVESTMENT TRUST/IL - Calamos International Small Cap Growth Fund Class C |
3 |
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A |
3 |
Pinnacle Wealth Management Advisory Group, LLC |
3 |
Morgan Creek Global Equity Long/short Institutional Fund |
3 |
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I |
3 |
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y |
3 |
Lakeshore Capital Group, Inc. |
3 |
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional |
3 |
LCM Capital Management Inc |
3 |
MCCGX - Mirae Asset Discovery Funds - Emerging Markets Great Consumer Fund Class C Shares |
3 |
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF |
3 |
Net Worth Advisory Group |
3 |
First Trust Investment Solutions L.P. |
3 |
Hutchinson Capital Management/ca |
3 |
1248 Management, LLC |
3 |
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A |
3 |
Signal Advisors Wealth, LLC |
3 |
FMSGX - FRONTIER FUNDS, INC. - Frontier MFG Global Sustainable Fund Institutional Class Shares |
3 |
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio |
3 |
Cadinha & Co Llc |
3 |
Holderness Investments Co |
3 |
King Wealth |
3 |
Braver Wealth Management, LLC |
3 |
Steward Partners Investment Solutions, Llc |
3 |
Oppenheimer Main Street Small Cap Fund |
3 |
Force Capital Management LLC |
3 |
NINE MASTS CAPITAL Ltd |
3 |
New England Professional Planning Group Inc. |
3 |
SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A |
3 |
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF |
3 |
Select Equity Group, L.P. |
3 |
Greenlight Capital Inc |
3 |
Hcim Trust |
3 |
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF |
3 |
Nuveen Global High Income Fund |
3 |
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A |
3 |
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A |
3 |
Koss-Olinger Consulting, LLC |
3 |
LM Advisors LLC |
3 |
Bard Financial Services, Inc. |
3 |
Everhart Financial Group, Inc. |
3 |
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares |
3 |
Gitterman Wealth Management, LLC |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I |
3 |
Birch Run Capital Advisors, LP |
3 |
Promus Capital, LLC |
3 |
TCMIX - AMG FUNDS - AMG TimesSquare International Small Cap Fund Class Z |
3 |
Gries Financial Llc |
3 |
Curian Series Trust |
3 |
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N |
3 |
Miller Investment Management, LP |
3 |
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I |
3 |
Supplemental Annuity Collective Trust of NJ |
3 |
CSM Advisors, LLC |
3 |
Florida Financial Advisors, Llc |
3 |
Investment Management Of Virginia Llc |
3 |
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I |
3 |
MDWDX - 360 Funds - Midwood Long/Short Equity Fund Institutional Class |
3 |
Kcm Investment Advisors Llc |
3 |
Catalytic Wealth RIA, LLC |
3 |
IronBridge Capital Management LP |
3 |
Litespeed Management, L.L.C. |
3 |
Curi Wealth Management, LLC |
3 |
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF |
3 |
Robotti Robert |
3 |
Hutchens Investment Management Inc |
3 |
Hound Partners, LLC |
3 |
Greenwich Wealth Management LLC |
3 |
Timelo Investment Management Inc. |
3 |
Netols Asset Management, Inc. |
3 |
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
3 |
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I |
3 |
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I |
3 |
FLP Wealth Management, LLC |
3 |
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 |
3 |
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1 |
3 |
Encompass Wealth Advisors, Llc |
3 |
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 |
3 |
Afton Capital Management Llc |
3 |
Trust CO of the Ozarks |
3 |
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 |
3 |
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund |
3 |
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
3 |
Gyroscope Capital Management Group, Llc |
3 |
Eaton Vance Tax-advantaged Bond & Option Strategies Fund |
3 |
Quantum Private Wealth, LLC |
3 |
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class |
3 |
Nuveen Mortgage Opportunity Term Fund |
3 |
Hanlon Investment Management, Inc. |
3 |
RFG - Bristol Wealth Advisors, LLC |
3 |
Texas Bank & Trust Co |
3 |
Oppenheimer Discovery Mid Cap Growth Fund |
3 |
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income |
3 |
Verde Capital Management |
3 |
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A |
3 |
Hutner Capital Management Inc |
3 |
Boston Common Asset Management, LLC |
3 |
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A |
3 |
3Chopt Investment Partners, LLC |
3 |
KLCM Advisors, Inc. |
3 |
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A |
3 |
Buffington Mohr McNeal |
3 |
COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares |
3 |
STLV - iSHARES TRUST - iShares Factors US Value Style ETF |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
3 |
Houlihan Financial Resource Group, Ltd. |
3 |
Columbia Funds Variable Insurance Trust I |
3 |
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A |
3 |
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF |
3 |
Geller Advisors LLC |
3 |
Ifrah Financial Services, Inc. |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class |
3 |
Vision Financial Markets Llc |
3 |
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A |
3 |
Kynikos Associates LP |
3 |
AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A |
3 |
Cypress Capital Group |
3 |
Richard C. Young & CO., LTD. |
3 |
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I |
3 |
Harber Asset Management Llc |
3 |
William Harris Investors Inc |
3 |
Quadcap Wealth Management, LLC |
3 |
Eaton Vance Tax Advantaged Global Dividend Income Fund |
3 |
Brown Advisory Securities, LLC |
3 |
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) |
3 |
Main Street Financial Solutions, LLC |
3 |
CPG Cooper Square International Equity, LLC |
3 |
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I |
3 |
Bulltick Wealth Management, LLC |
3 |
Gs Investments, Inc. |
3 |
Temasek Holdings (Private) Ltd |
3 |
Virtus Insight Trust |
3 |
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
3 |
South Street Advisors LLC |
3 |
Capital Income Builder |
3 |
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) |
3 |
United Asset Strategies, Inc. |
3 |
Sirios Capital Management L P |
3 |
Amussen Hunsaker Associates Llc |
3 |
Marex Group plc |
3 |
Putnam Voyager Fund |
3 |
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
3 |
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A |
3 |
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) |
3 |
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares |
3 |
RGT Wealth Advisors, LLC |
3 |
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
3 |
Needelman Asset Management Inc |
3 |
Pensionfund Sabic |
3 |
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS |
3 |
Ackerman Capital Advisors, LLC |
3 |
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I |
3 |
Titleist Asset Management, Llc |
3 |
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class |
3 |
First Eagle Credit Opportunities Fund |
3 |
Allianzgi Equity & Convertible Income Fund |
3 |
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV |
3 |
Jnl Series Trust - Jnl/mellon International Index Fund (a) |
3 |
Davlin Philanthropic Funds |
3 |
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV |
3 |
Motley Fool Funds Trust |
3 |
Nexus Investment Management ULC |
3 |
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II |
3 |
MSD Partners, L.P. |
3 |
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) |
3 |
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class |
3 |
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) |
3 |
Investors Capital Advisory Services |
3 |
Boulder Growth & Income Fund |
3 |
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares |
3 |
Kylin Management LLC |
3 |
Resonant Capital Advisors, LLC |
3 |
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF |
3 |
Pine Valley Investments Ltd Liability Co |
3 |
Invst, LLC |
3 |
Aspiriant, Llc |
3 |
Td Asset Management Usa Funds Inc. |
3 |
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A |
3 |
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF |
3 |
CHICAGO TRUST Co NA |
3 |
Keudell/Morrison Wealth Management |
3 |
Oracle Alpha Inc. |
3 |
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class |
3 |
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A |
3 |
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
3 |
Private Asset Management Inc |
3 |
Tranquility Partners, LLC |
3 |
Round Rock Advisors, LLC |
3 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
3 |
Covington Investment Advisors Inc. |
3 |
Outfitter Financial LLC |
3 |
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund |
3 |
DEHP - Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF |
3 |
Evercore Trust Company, N.A. |
3 |
SWAN Capital LLC |
3 |
Range Financial Group LLC |
3 |
Vima Llc |
3 |
Vontobel Asset Management Inc |
3 |
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class |
3 |
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class |
3 |
NinePointTwo Capital |
3 |
Legend Financial Advisors, Inc. |
3 |
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
3 |
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF |
3 |
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class |
3 |
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
3 |
Meyer Handelman Co |
3 |
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares |
3 |
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A |
3 |
Americafirst Quantitative Trust - Americafirst Defensive Growth & Income Portfolio, Series 2 |
3 |
NOLCX - Northern Funds - Northern Large Cap Core Fund |
3 |
NOLVX - Northern Funds - Northern Large Cap Value Fund |
3 |
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund |
3 |
NOINX - Northern Funds - Northern International Equity Index Fund |
3 |
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF |
3 |
Sherman Asset Management, Inc. |
3 |
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
3 |
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund |
3 |
NMIEX - Northern Funds - Active M International Equity Fund |
3 |
Benchmark Capital Advisors |
3 |
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF |
3 |
Banced Corp |
3 |
Cullinan Associates Inc |
3 |
NSRIX - Northern Funds - Northern Global Sustainability Index Fund |
3 |
Employers Holdings, Inc. |
3 |
NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
3 |
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A |
3 |
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares |
3 |
Sunpointe, LLC |
3 |
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional |
3 |
Perkins Investment Management, LLC |
3 |
Zevenbergen Capital Investments Llc |
3 |
ID Management A/S |
3 |
Matrix Trust Co |
3 |
John Hancock Tax-advantaged Global Shareholder Yield Fund |
3 |
OFSFX - Managed Portfolio Series - Olstein Strategic Opportunities Fund Adviser Class |
3 |
Teca Partners, LP |
3 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
3 |
Toews Corp /adv |
3 |
Thrivent Core Funds - Thrivent Core Small Cap Value Fund |
3 |
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund |
3 |
Lvm Capital Management Ltd/mi |
3 |
First National Corp /ma/ /adv |
3 |
Thor Advisors, Llc |
3 |
EFA - iSHARES TRUST - iShares MSCI EAFE ETF |
3 |
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF |
3 |
Huntleigh Advisors, Inc. |
3 |
Peachtree Investment Advisors, Inc. |
3 |
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class |
3 |
Ninety One North America, Inc. |
3 |
Abound Financial, Llc |
3 |
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class |
3 |
Engine No. 1 Llc |
3 |
Crawford Lake Capital Management, LLC |
3 |
Private Capital Management Llc |
3 |
BLACKROCK FUNDS - BlackRock Global Long/Short Equity Fund Institutional Shares |
3 |
Smith Anglin Financial, LLC |
3 |
Barr E S & Co |
3 |
Orbitronix, LP |
3 |
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A |
3 |
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF |
3 |
Quintet Private Bank (Europe) S.A. |
3 |
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class |
3 |
Venator Capital Management Ltd. |
3 |
WealthTrust Asset Management, LLC |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class |
3 |
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A |
3 |
Inscription Capital, LLC |
3 |
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y |
3 |
Jackson Square Partners, LLC |
3 |
BLB&B Advisors, LLC |
3 |
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I |
3 |
HNASX - HOMESTEAD FUNDS INC - Growth Fund |
3 |
Waddell & Associates, Llc |
3 |
Tidemark, LLC |
3 |
Laurel Grove Capital, LLC |
3 |
Zweig Advisers Llc |
3 |
PPM Funds - PPM High Yield Core Fund (Inst) |
3 |
Stewart & Patten Co Llc |
3 |
Hoertkorn Richard Charles |
3 |
Parasol Investment Management, LLC |
3 |
Walthausen & Co., LLC |
3 |
Wesleyan Assurance Society |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Loomis Sayles Global Growth Fund Standard Class |
3 |
Painted Porch Advisors LLC |
3 |
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A |
3 |
Ritter Daniher Financial Advisory, Llc |
3 |
Wealthspring Capital LLC |
3 |
Cohen Klingenstein LLC |
3 |
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF |
3 |
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares |
3 |
Forte Capital Llc /adv |
3 |
DHJJ Financial Advisors, Ltd. |
3 |
Triumph Capital Management |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
3 |
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
3 |
Welch Group, LLC |
3 |
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF |
3 |
National Rural Electric Cooperative Association |
3 |
Grey Fox Wealth Advisors, LLC |
3 |
Emfo, Llc |
3 |
Shannon River Fund Management LLC |
3 |
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc |
3 |
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) |
3 |
Pinnacle Wealth Advisors |
3 |
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A |
3 |
Winthrop Capital Management, LLC |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class |
3 |
Integrated Quantitative Investments LLC |
3 |
High Income Opportunities Portfolio - High Income Opportunities Portfolio |
3 |
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I |
3 |
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
3 |
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
3 |
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I |
3 |
Waverton Investment Management Ltd |
3 |
GHVIX - GMO TRUST - GMO High Yield Fund Class VI |
3 |
Savvy Advisors, Inc. |
3 |
Fishman Jay A Ltd/mi |
3 |
Sage Rhino Capital Llc |
3 |
Yeomans Consulting Group, Inc. |
3 |
Catawba Capital Management /va |
3 |
Sittner & Nelson, Llc |
3 |
Woodward Diversified Capital, Llc |
3 |
Mission Wealth Management, Lp |
3 |
Live Your Vision, LLC |
3 |
Strategic Capital Alternatives LLC |
3 |
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class |
3 |
Gardner Russo & Quinn Llc |
3 |
Shepherd Financial Partners LLC |
3 |
Glenhill Advisors Llc |
3 |
FTSIX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund Institutional Shares |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class |
3 |
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares |
3 |
Everpar Advisors Llc |
3 |
Ami Asset Management Corp |
3 |
OPTIMAS CAPITAL Ltd |
3 |
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class |
3 |
General American Investors Co Inc |
3 |
Pinnacle West Asset Management, Inc. |
3 |
Emerald Advisors, LLC |
3 |
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF |
3 |
Concorde Asset Management, LLC |
3 |
FormulaFolio Investments, LLC |
3 |
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio |
3 |
First Pacific Advisors, LP |
3 |
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
3 |
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class |
3 |
iAB Financial Bank |
3 |
Mitchell Mcleod Pugh & Williams Inc |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
3 |
Decatur Capital Management, Inc. |
3 |
Accuvest Global Advisors |
3 |
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
3 |
VIOPX - VALIC Co I - International Opportunities Fund |
3 |
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class |
3 |
Garner Asset Management Corp |
3 |
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio |
3 |
KG&L Capital Management,LLC |
3 |
Farmer Steven Patrick |
3 |
Rubric Capital Management, LLC |
3 |
Taylor Frigon Capital Management LLC |
3 |
VVMCX - VALIC Co I - Mid Cap Value Fund |
3 |
Berry Wealth Group, LP |
3 |
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF |
3 |
Verdad Advisers, LP |
3 |
Stonebrook Private Inc. |
3 |
Grey Street Capital, LLC |
3 |
Curated Wealth Partners LLC |
3 |
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
3 |
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class |
3 |
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class |
3 |
Dymon Asia Capital (singapore) Pte. Ltd. |
3 |
Zrc Wealth Management, Llc |
3 |
Cornerstone Advisors Asset Management, Inc |
3 |
Sonic Fund II, L.P. |
3 |
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I |
3 |
Atwater Malick LLC |
3 |
Centric Wealth Management |
3 |
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class |
3 |
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund |
3 |
PACIFIC SELECT FUND - Small-Cap Growth Portfolio Class P |
3 |
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I |
3 |
Cohanzick Management, Llc |
3 |
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
3 |
Angeles Wealth Management, Llc |
3 |
Cartenna Capital, LP |
3 |
Viking Global Investors Lp |
3 |
Financial Insights, Inc. |
3 |
Retirement Guys Formula Llc |
3 |
Lone Pine Capital Llc |
3 |
Capital & Planning, Llc |
3 |
ACSKX - American Century Investment Trust - Short Duration Fund C Class |
3 |
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund |
3 |
Boston Family Office Llc |
3 |
Oxford Financial Group Ltd |
3 |
Klingenstein Fields & Co Lp |
3 |
Bridgewater Wealth & Financial Management, LLC |
3 |
Fulcrum Equity Management |
3 |
Silver Lake Advisory, LLC |
3 |
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I |
3 |
Clark Estates Inc/ny |
3 |
qPULA Trading Management LP |
3 |
Palmer Square Opportunistic Income Fund |
3 |
DSG Capital Advisors, LLC |
3 |
Mengis Capital Management, Inc. |
3 |
Xtx Markets Llc |
3 |
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund |
3 |
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF |
3 |
Aspire Growth Partners LLC |
3 |
Shamrock Asset Management LLC |
3 |
Stamina Capital Management Lp |
3 |
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF |
3 |
Nordwand Advisors, LLC |
3 |
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class |
3 |
Edgemoor Investment Advisors, Inc. |
3 |
Ophir Asset Management Pty Ltd |
3 |
Greystone Financial Group, LLC |
3 |
G2 Investment Partners Management LLC |
3 |
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class |
3 |
Peloton Wealth Strategists |
3 |
National Penn Investors Trust Co /pa |
3 |
QLVE - FlexShares Trust - FlexShares Emerging Markets Quality Low Volatility Index Fund |
3 |
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F |
3 |
Summitry Llc |
3 |
Teachers Insurance & Annuity Association Of America |
3 |
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V |
3 |
aeris Capital Holding GmbH |
3 |
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund |
3 |
Covenant Partners, LLC |
3 |
Evolution Wealth Management Inc. |
3 |
Cape Cod Five Cents Savings Bank |
3 |
Fox Hill Wealth Management |
3 |
JCIC Asset Management Inc. |
3 |
Boyar Asset Management Inc. |
3 |
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F |
3 |
Putney Financial Group LLC |
3 |
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A |
3 |
Delaware Investments Dividend & Income Fund, Inc |
3 |
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF |
3 |
MGB Wealth Management, LLC |
3 |
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
3 |
Inverness Counsel Llc /ny/ |
3 |
Fieldpoint Private Advisors, Inc |
3 |
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A |
3 |
Midas Management Corp |
3 |
American Asset Management Inc. |
3 |
Reby Advisors, LLC |
3 |
Davy Global Fund Management Ltd |
3 |
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A |
3 |
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
3 |
Kellner Capital, LLC |
3 |
West Coast Financial LLC |
3 |
Capricorn Fund Managers Ltd |
3 |
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
3 |
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF |
3 |
ProVise Management Group, LLC |
3 |
Fairway Wealth LLC |
3 |
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
3 |
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV |
3 |
Wealth High Governance Capital Ltda |
3 |
Ransom Advisory, Ltd |
3 |
Truepoint, Inc. |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
3 |
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares |
3 |
Cherry Creek Investment Advisors, Inc. |
3 |
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A |
3 |
Delta Accumulation, LLC |
3 |
Wilen Investment Management Corp. |
3 |
Findlay Park Partners LLP |
3 |
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. |
3 |
Boit C F David |
3 |
Regal Wealth Group, Inc. |
3 |
Embree Financial Group |
3 |
Realm Partners LLC |
3 |
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV |
3 |
Border to Coast Pensions Partnership Ltd |
3 |
Atherton Lane Advisers, Llc |
3 |
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
3 |
Callodine Capital Management, LP |
3 |
Empyrean Capital Partners, LP |
3 |
Capital Financial Planning, LLC |
3 |
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF |
3 |
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class |
3 |
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I |
3 |
Cannon Global Investment Management, LLC |
3 |
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M |
3 |
Mcdaniel Terry & Co |
3 |
Boardman Bay Capital Management Llc |
3 |
WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES |
3 |
Wendell David Associates Inc |
3 |
Fenimore Asset Management Inc |
3 |
LMG Wealth Partners, LLC |
3 |
Middleton & Co Inc/ma |
3 |
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class |
3 |
Miller Financial Services LLC |
3 |
Guidance Point Advisors, LLC |
3 |
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional |
3 |
Sienna Gestion |
3 |
Coyle Financial Counsel LLC |
3 |
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund |
3 |
Bellecapital International Ltd. |
3 |
QFFOX - Pear Tree Funds - Pear Tree Axiom Emerging Markets World Equity Fund Ordinary Shares |
3 |
Loeb Partners Corp |
3 |
Precept Management LLC |
3 |
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares |
3 |
WMKGX - WESMARK FUNDS - WesMark Growth Fund |
3 |
RE Dickinson Investment Advisors, LLC |
3 |
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I |
3 |
Bear Mountain Capital, Inc. |
3 |
Maple Capital Management, Inc. |
3 |
Kovitz Investment Group, LLC |
3 |
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class |
3 |
New Covenant Trust Company, N.A. |
3 |
Hemenway Trust Co LLC |
3 |
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares |
3 |
Notis-McConarty Edward |
3 |
CFS Investment Advisory Services, LLC |
3 |
Mason Capital Management Llc |
3 |
Radcliffe Capital Management, L.P. |
3 |
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class |
3 |
Renasant Bank |
3 |
Actinver Wealth Management, Inc. |
3 |
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF |
3 |
Keener Financial Planning LLC |
3 |
Caliber Wealth Management, LLC / KS |
3 |
Bank of Jackson Hole Trust |
3 |
Keane Capital Management Inc |
3 |
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF |
3 |
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares |
3 |
Watts Gwilliam & Co., LLC |
3 |
LSLT - ETF Series Solutions - Salt Low truBeta US Market ETF |
3 |
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P |
3 |
Cardinal Capital Management, Inc. |
3 |
Davidson Investment Advisors |
3 |
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A |
3 |
Gf Fund Management Co. Ltd. |
3 |
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R |
3 |
CBRDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Responsible Credit Fund - Institutional Class Shares |
3 |
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class |
3 |
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF |
3 |
ShoreHaven Wealth Partners, LLC |
3 |
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class |
3 |
CBOE Vest Financial, LLC |
3 |
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z |
3 |
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I |
3 |
Harold Davidson & Associates Inc. |
3 |
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A |
3 |
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF |
3 |
IAM Advisory, LLC |
3 |
Emory University |
3 |
MSH Capital Advisors LLC |
3 |
Founders Capital Management, Llc |
3 |
Usaa Etf Trust |
3 |
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class |
3 |
AMMAX - Allianz Funds Multi-Strategy Trust - AllianzGI Emerging Markets Consumer Fund Class A |
3 |
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
3 |
JUCAX - JANUS INVESTMENT FUND - Janus Henderson Absolute Return Income Opportunities Fund Class A |
3 |
Family Management Corp |
3 |
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF |
3 |
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund |
3 |
Guggenheim Variable Funds Trust - SERIES F (FLOATING RATE STRATEGIES SERIES) A |
3 |
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio |
3 |
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A |
3 |
Parametric Risk Advisors LLC |
3 |
AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF |
3 |
Armor Advisors, L.l.c. |
3 |
MSLEX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Senior Loan Portfolio Class IS |
3 |
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia |
3 |
ADW Capital Management, LLC |
3 |
Morningstar Investment Management LLC |
3 |
Mirova |
3 |
Magee Thomson Investment Partners Llc |
3 |
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
3 |
RB Capital Management, LLC |
3 |
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio |
3 |
Delta Capital Management Llc |
3 |
ICVT - iSHARES TRUST - iShares Convertible Bond ETF |
3 |
Evelyn Partners Investment Management Services Ltd |
3 |
Kirr Marbach & Co Llc /in/ |
3 |
Volterra Technologies LP |
3 |
HDV - iSHARES TRUST - iShares Core High Dividend ETF |
3 |
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
3 |
Muzinich & Co., Inc. |
3 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares |
3 |
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional |
3 |
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares |
3 |
Keynote Financial Services Llc |
3 |
New England Investment & Retirement Group, Inc. |
3 |
Eagle Ridge Investment Management |
3 |
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
3 |
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF |
3 |
Susquehanna International Group Ltd. |
3 |
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF |
3 |
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 |
3 |
Phoenix Wealth Advisors |
3 |
Country Club Trust Company, n.a. |
3 |
Impact Capital Partners LLC |
3 |
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class |
3 |
Lakewood Capital Management, Lp |
3 |
Osborne Partners Capital Management, Llc |
3 |
BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares |
3 |
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares |
3 |
Douglas C. Lane & Associates, Inc. |
3 |
America First Investment Advisors, LLC |
3 |
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) |
3 |
Rainier Group Investment Advisory LLC |
3 |
Lombardia Capital Partners Llc |
3 |
Dodge & Cox |
3 |
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF |
3 |
ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF |
3 |
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF |
3 |
Timber Creek Capital Management LLC |
3 |
Capital Management Associates /ny/ |
3 |
Butensky & Cohen Financial Security, Inc |
3 |
Wsfs Capital Management, Llc |
3 |
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
3 |
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A |
3 |
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
3 |
Private Advisory Group LLC |
3 |
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF |
3 |
ASB Consultores, LLC |
3 |
Tiger Global Management Llc |
3 |
Genesee Capital Advisors, LLC |
3 |
JNL SERIES TRUST - JNL International Index Fund (I) |
3 |
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares |
3 |
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF |
3 |
CLTAX - MUTUAL FUND SERIES TRUST - Catalyst/Lyons Tactical Allocation Fund Class A |
3 |
DODEX - DODGE & COX FUNDS - Dodge & Cox Emerging Markets Stock Fund |
3 |
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A |
3 |
Ohio National Investments, Inc. |
3 |
Thomasville National Bank |
3 |
Lifestyle Asset Management, Inc. |
3 |
Platte River Capital LLC |
3 |
Private Wealth Advisors, Inc. |
3 |
First National Bank & Trust Co Of Newtown |
3 |
Half Sky Capital (UK) Ltd |
3 |
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A |
3 |
Albert D Mason Inc |
3 |
Lewis Asset Management, LLC |
3 |
Macnealy Hoover Investment Management Inc |
3 |
Mizuho Securities Co. Ltd. |
3 |
Globe Life Inc. |
3 |
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF |
3 |
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class |
3 |
West Financial Advisors, LLC |
3 |
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF |
3 |
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
3 |
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A |
3 |
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional |
3 |
Apexium Financial, Lp |
3 |
Reston Wealth Management Llc |
3 |
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class |
3 |
TriaGen Wealth Management LLC |
3 |
Kentucky Trust Co |
3 |
Future Financial Wealth Managment LLC |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class |
3 |
ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS |
3 |
PFMAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Growth Class A |
3 |
Paradigm Financial Partners, Llc |
3 |
Edmp, Inc. |
3 |
Cedrus LLC |
3 |
NBCC - Neuberger Berman ETF Trust - Neuberger Berman Next Generation Connected Consumer ETF |
3 |
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A |
3 |
Insight Wealth Strategies, LLC |
3 |
Gator Capital Management, LLC |
3 |
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF |
3 |
Morris Retirement Advisors, LLC |
3 |
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A |
3 |
Trueblood Wealth Management, LLC |
3 |
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A |
3 |
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
3 |
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF |
3 |
Mason Hill Advisors Llc |
3 |
PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I |
3 |
Authentikos Wealth Advisory, LLC |
3 |
CETAX - Centerstone Investors Trust - Centerstone Investors Fund Class A |
3 |
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF |
3 |
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund |
3 |
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF |
3 |
Ccm Investment Group, Llc |
3 |
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional |
3 |
Fiduciary Financial Group, Llc |
3 |
S-Bank Fund Management Ltd |
3 |
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares |
3 |
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF |
3 |
Bank Of Stockton |
3 |
THRIVENT SERIES FUND INC - Thrivent Partner Growth Stock Portfolio Class A |
3 |
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A |
3 |
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 |
3 |
Jackson Hole Capital Partners, LLC |
3 |
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 |
3 |
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF |
3 |
Trust Co Of Virginia /va |
3 |
Solas Capital Management, LLC |
3 |
Sender Co & Partners, Inc. |
3 |
Murphy Capital Management Inc |
3 |
Pettee Investors, Inc. |
3 |
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF |
3 |
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 |
3 |
Safir Wealth Advisors, LLC |
3 |
First Farmers & Merchants Bank / Trust |
3 |
Windsor Creek Advisors, Llc |
3 |
Strategic Investment Advisors / MI |
3 |
Asset Advisors Corp |
3 |
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class |
3 |
Pershing Square Capital Management, L.P. |
3 |
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A |
3 |
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund |
3 |
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class |
3 |
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A |
3 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A |
3 |
Covalent Partners LLC |
3 |
Davidson & Garrard Inc |
3 |
Dixon Mitchell Investment Counsel Inc. |
3 |
VSR Financial Services, Inc. |
3 |
Bank OZK |
3 |
Ariel Investments, Llc |
3 |
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
3 |
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A |
3 |
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S |
3 |
Fullcircle Wealth Llc |
3 |
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
3 |
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF |
3 |
Premier Path Wealth Partners, LLC |
3 |
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O |
3 |
Voit & Company, Llc |
3 |
Maso Capital Partners Ltd |
3 |
Acima Private Wealth, Llc |
3 |
Mjp Associates Inc /adv |
3 |
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
3 |
Gibraltar Capital Management, Inc. |
3 |
Diversified, LLC |
3 |
BKM Wealth Management, LLC |
3 |
Corient IA LLC |
3 |
Reyes Financial Architecture, Inc. |
3 |
Wood Asset Management Inc |
3 |
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S |
3 |
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
3 |
Clifford Swan Investment Counsel Llc |
3 |
Aristotle Capital Management, LLC |
3 |
Golden Green, Inc. |
3 |
Scepter Holdings, Inc. |
3 |
Rezny Wealth Management, Inc. |
3 |
Wealthgarden F.s. Llc |
3 |
Signet Investment Advisory Group, Inc. |
3 |
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class |
3 |
Capital CS Group, LLC |
3 |
Banco BTG Pactual S.A. |
3 |
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 |
3 |
Kinloch Capital, LLC |
3 |
Diversify Wealth Management, Llc |
3 |
Delphi Management Inc /ma/ |
3 |
Sarofim Fayez |
3 |
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I |
3 |
WFGDX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Growth Fund Administrator Class |
3 |
SPC - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Pre-Merger SPAC ETF |
3 |
ARS Wealth Advisors Group, LLC |
3 |
VestGen Advisors, LLC |
3 |
Coronation Asset Management (Pty) Ltd. |
3 |
Louisbourg Investments Inc. |
3 |
Affinity Wealth Management Llc |
3 |
Multi-strategy Growth & Income Fund |
3 |
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP |
3 |
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF |
3 |
Daymark Wealth Partners, Llc |
3 |
Mechanics Bank Trust Department |
3 |
University Of Notre Dame Du Lac |
3 |
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA |
3 |
Foster Group, Inc. |
3 |
Palladium Partners Llc |
3 |
Callahan Advisors, LLC |
3 |
Whalerock Point Partners, Llc |
3 |
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB |
3 |
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares |
3 |
Wambolt & Associates, LLC |
3 |
EFG Asset Management (Americas) Corp. |
3 |
Mechanics Financial Corp |
3 |
Mitsubishi UFJ Asset Management (UK) Ltd. |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio |
3 |
Bennett Selby Investments Lp |
3 |
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class |
3 |
Inlet Private Wealth, LLC |
3 |
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class |
3 |
Legacy Bridge, LLC |
3 |
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF |
3 |
Dfpg Investments, Llc |
3 |
Gilman Hill Asset Management, LLC |
3 |
Northstar Advisory Group, LLC |
3 |
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares |
3 |
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF |
3 |
Resonate Capital, LLC |
3 |
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A |
3 |
Journey Advisory Group, LLC |
3 |
Nautilus Advisors LLC |
3 |
Limestone Investment Advisors LP |
3 |
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB |
3 |
Weather Gauge Advisory, LLC |
3 |
Liberty All Star Equity Fund |
3 |
Okabena Investment Services Inc |
3 |
SS&H Financial Advisors, Inc. |
3 |
Salient Capital Advisors, LLC |
3 |
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB |
3 |
Delta Investment Management, LLC |
3 |
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class |
3 |
Hotaling Investment Management, LLC |
3 |
Cidel Asset Management Inc |
3 |
Bridgeworth, LLC |
3 |
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA |
3 |
DDDAX - Northern Lights Fund Trust - 13D Activist Fund Class A |
3 |
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF |
3 |
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB |
3 |
272 Capital LP |
3 |
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB |
3 |
Acorn Financial Advisory Services Inc /adv |
3 |
Chapin Davis, Inc. |
3 |
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
3 |
GPGIX - Grandeur Peak Global Trust - Grandeur Peak Global Opportunities Fund Institutional Class |
3 |
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K |
3 |
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A |
3 |
GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class |
3 |
Argent Trust Co |
3 |
Plimoth Trust Co Llc |
3 |
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
3 |
PPM Funds - PPM Floating Rate Income Fund (Inst) |
3 |
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A |
3 |
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF |
3 |
Briaud Financial Planning, Inc |
3 |
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF |
3 |
ICONIQ Capital, LLC |
3 |
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF |
3 |
Franklin Mutual Advisers Llc |
3 |
Granite FO LLC |
3 |
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A |
3 |
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A |
3 |
Southland Equity Partners LLC |
3 |
Capital Directions Investment Advisors, LLC |
3 |
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF |
3 |
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF |
3 |
Your Advocates Ltd., LLP |
3 |
Fosun International Ltd |
3 |
Delphia (USA) Inc. |
3 |
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A |
3 |
Shoker Investment Counsel, Inc. |
3 |
Greykasell Wealth Strategies, Inc. |
3 |
DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund |
3 |
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
3 |
MHITX - MFS SERIES TRUST III - MFS High Income Fund A |
3 |
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A |
3 |
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class |
3 |
APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares |
3 |
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares |
3 |
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
3 |
Atalaya Capital Management LP |
3 |
Value Partners Ltd /adv |
3 |
Mairs & Power Inc |
3 |
Gabelli Equity Series Funds Inc |
3 |
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
3 |
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
3 |
Dorsal Capital Management, LLC |
3 |
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A |
3 |
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
3 |
Wealth Advisory Solutions, LLC |
3 |
Cleary Gull Holdings Inc. |
3 |
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF |
3 |
Burns Matteson Capital Management, LLC |
3 |
Northern Capital Management Llc |
3 |
PFS Partners, LLC |
3 |
Franklin Universal Trust |
3 |
Montgomery Investment Management Inc |
3 |
Capital One Financial Corp |
3 |
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional |
3 |
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF |
3 |
MBE Wealth Management, LLC |
3 |
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M |
3 |
Paulson & Co. Inc. |
3 |
PFG Advisors |
3 |
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 |
3 |
FLXIX - Unified Series Trust - Absolute Flexible Fund Institutional Shares |
3 |
KSEA - Krane Shares Trust - KraneShares Rockefeller Ocean Engagement ETF |
3 |
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A |
3 |
Conway Capital Management, Inc. |
3 |
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I |
3 |
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July |
3 |
Kays Financial Advisory Corp /adv |
3 |
Kavi Asset Management, LP |
3 |
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M |
3 |
Kleinwort Benson Investors Dublin Ltd |
3 |
Tri-continental Corp |
3 |
OAIEX - Optimum Fund Trust - Optimum International Fund Class A |
3 |
Edmond De Rothschild (suisse) S.a. |
3 |
FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES |
3 |
Old Port Advisors |
3 |
Northern Financial Advisors Inc |
3 |
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF |
3 |
Pavion Blue Capital, LLC |
3 |
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I |
3 |
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
3 |
Atreides Management, LP |
3 |
Innovator ETFs Trust - Innovator Equity Managed Floor ETF |
3 |
Davis Capital Management |
3 |
Platform Technology Partners |
3 |
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF |
3 |
Outfitter Advisors, Ltd. |
3 |
BINUX - BARON SELECT FUNDS - Baron New Asia Fund R6 Shares |
3 |
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund |
3 |
Fusion Investment Group, LLC |
3 |
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares |
3 |
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund |
3 |
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund |
3 |
William B. Walkup & Associates, Inc. |
3 |
Lord Abbett Special Situations Income Fund |
3 |
Rosenblum Silverman Sutton S F Inc /ca |
3 |
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A |
3 |
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund |
3 |
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF |
3 |
Franklin Templeton ETF Trust - Western Asset Bond ETF |
3 |
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A |
3 |
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A |
3 |
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund |
3 |
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A |
3 |
JB Capital LLC |
3 |
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
3 |
Abbrea Capital, LLC |
3 |