VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
31 |
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
27 |
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
23 |
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
23 |
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
22 |
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
22 |
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
22 |
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
21 |
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
20 |
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
20 |
Geode Capital Management, Llc |
19 |
UBS Group AG |
19 |
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
19 |
Wells Fargo & Company/mn |
19 |
Morgan Stanley |
19 |
Royal Bank Of Canada |
19 |
Bank Of America Corp /de/ |
19 |
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
19 |
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
19 |
Deutsche Bank Ag\ |
18 |
Tower Research Capital LLC (TRC) |
18 |
Vanguard Group Inc |
18 |
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
18 |
BlackRock, Inc. |
18 |
Fmr Llc |
17 |
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
17 |
Citadel Advisors Llc |
17 |
Jpmorgan Chase & Co |
17 |
Goldman Sachs Group Inc |
17 |
Proequities, Inc. |
17 |
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
17 |
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
17 |
Susquehanna International Group, Llp |
17 |
Citigroup Inc |
17 |
Barclays Plc |
17 |
BlackRock Fund Advisors |
16 |
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
16 |
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
16 |
Renaissance Technologies Llc |
16 |
Northern Trust Corp |
16 |
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
16 |
Ubs Ag |
16 |
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
16 |
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
16 |
Jane Street Group, Llc |
16 |
State Street Corp |
16 |
Bank of New York Mellon Corp |
16 |
Dimensional Fund Advisors Lp |
16 |
BlackRock Institutional Trust Company, N.A. |
15 |
IFP Advisors, Inc |
15 |
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
15 |
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
15 |
Invesco Ltd. |
15 |
Bnp Paribas Arbitrage, Sa |
15 |
New York State Common Retirement Fund |
15 |
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
15 |
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
15 |
Two Sigma Investments, Lp |
15 |
Acadian Asset Management Llc |
15 |
Millennium Management Llc |
15 |
Virtu Financial LLC |
15 |
Credit Suisse Ag/ |
15 |
Wolverine Trading, Llc |
15 |
Marshall Wace, Llp |
15 |
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
15 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
15 |
Two Sigma Advisers, Lp |
14 |
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
14 |
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
14 |
Advisor Group Holdings, Inc. |
14 |
Bank Of Montreal /can/ |
14 |
Victory Capital Management Inc |
14 |
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
14 |
Ameriprise Financial Inc |
14 |
American International Group, Inc. |
14 |
Parametric Portfolio Associates Llc |
14 |
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
14 |
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
14 |
Creative Planning |
14 |
Rhumbline Advisers |
14 |
California State Teachers Retirement System |
14 |
California Public Employees Retirement System |
14 |
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
13 |
Advisor Group, Inc. |
13 |
Kcg Holdings, Inc. |
13 |
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
13 |
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
13 |
Russell Investments Group, Ltd. |
13 |
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
13 |
Legal & General Group Plc |
13 |
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
13 |
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
13 |
Group One Trading, L.p. |
13 |
BlackRock Investment Management, LLC |
13 |
Simplex Trading, Llc |
13 |
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
13 |
Squarepoint Ops LLC |
13 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
13 |
Paloma Partners Management Co |
13 |
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
13 |
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
13 |
Charles Schwab Investment Management Inc |
13 |
Ladenburg Thalmann Financial Services Inc |
13 |
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
13 |
Cubist Systematic Strategies, LLC |
13 |
Manufacturers Life Insurance Company, The |
13 |
Alliancebernstein L.p. |
13 |
Pnc Financial Services Group, Inc. |
13 |
Bessemer Group Inc |
12 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
12 |
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
12 |
Panagora Asset Management Inc |
12 |
Oxford Asset Management Llp |
12 |
Advisory Services Network, LLC |
12 |
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class |
12 |
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
12 |
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
12 |
Prelude Capital Management, Llc |
12 |
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
12 |
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
12 |
Tiaa Cref Investment Management Llc |
12 |
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
12 |
Sei Investments Co |
12 |
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
12 |
PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
12 |
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
12 |
Wellington Management Group Llp |
12 |
Engineers Gate Manager LP |
12 |
First Trust Advisors Lp |
12 |
Cutler Group LP |
12 |
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
12 |
BlackRock Advisors LLC |
12 |
Walleye Trading LLC |
12 |
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
12 |
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
12 |
PDT Partners, LLC |
12 |
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
12 |
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
12 |
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
12 |
Gsa Capital Partners Llp |
12 |
Nationwide Fund Advisors |
11 |
Lazard Asset Management Llc |
11 |
Jump Financial, LLC |
11 |
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
11 |
Us Bancorp \de\ |
11 |
Verition Fund Management LLC |
11 |
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
11 |
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
11 |
Envestnet Asset Management Inc |
11 |
Raymond James & Associates |
11 |
Russell Frank Co/ |
11 |
Acrospire Investment Management LLC |
11 |
Principal Funds Inc |
11 |
Strs Ohio |
11 |
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
11 |
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
11 |
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF |
11 |
A.R.T. Advisors, LLC |
11 |
First Horizon Advisors, Inc. |
11 |
Royce & Associates Lp |
11 |
Boothbay Fund Management, Llc |
11 |
ProShare Advisors LLC |
11 |
Metropolitan Life Insurance Co/ny |
11 |
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
11 |
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
11 |
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
11 |
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
11 |
D. E. Shaw & Co., Inc. |
11 |
Voya Investment Management Llc |
11 |
Aqr Capital Management Llc |
11 |
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
11 |
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
11 |
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
11 |
Aquatic Capital Management LLC |
11 |
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
11 |
Trexquant Investment LP |
11 |
Vanguard Index Funds |
11 |
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
11 |
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
11 |
Teachers Advisors, Llc |
11 |
SG Americas Securities, LLC |
11 |
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
11 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
11 |
Algert Global Llc |
11 |
Cwm, Llc |
11 |
Federated Hermes, Inc. |
11 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
11 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
11 |
Fifth Third Bancorp |
10 |
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
10 |
O'shaughnessy Asset Management, Llc |
10 |
KBC Group NV |
10 |
Federation des caisses Desjardins du Quebec |
10 |
BlackRock Group LTD |
10 |
D.a. Davidson & Co. |
10 |
Emerald Acquisition Ltd. |
10 |
American Century Companies Inc |
10 |
Jacobs Levy Equity Management, Inc |
10 |
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
10 |
TCI Wealth Advisors, Inc. |
10 |
Tocqueville Asset Management L.p. |
10 |
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
10 |
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
10 |
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
10 |
Bailard, Inc. |
10 |
Northwestern Mutual Wealth Management Co |
10 |
Bridgeway Capital Management Inc |
10 |
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
10 |
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
10 |
HighTower Advisors, LLC |
10 |
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
10 |
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
10 |
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
10 |
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
10 |
Macquarie Group Ltd |
10 |
XTX Topco Ltd |
10 |
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
10 |
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
10 |
Ergoteles LLC |
10 |
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
10 |
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
10 |
NOSGX - Northern Funds - Northern Small Cap Value Fund |
10 |
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
10 |
Qube Research & Technologies Ltd |
10 |
PEAK6 Investments LLC |
10 |
LPL Financial LLC |
10 |
Boston Partners |
10 |
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
10 |
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
10 |
Arrowstreet Capital, Limited Partnership |
10 |
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
10 |
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
10 |
Prudential Financial Inc |
10 |
Man Group plc |
10 |
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
10 |
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
10 |
Hrt Financial Lp |
10 |
Ameritas Investment Partners, Inc. |
10 |
Stifel Financial Corp |
10 |
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
10 |
Dynamic Technology Lab Private Ltd |
10 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
10 |
Cornerstone Capital Management Holdings Llc. |
10 |
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
10 |
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
10 |
Jefferies Group LLC |
9 |
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
9 |
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
9 |
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
9 |
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
9 |
AdvisorNet Financial, Inc |
9 |
Ancora Advisors, LLC |
9 |
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
9 |
Tfs Capital Llc |
9 |
Clear Street Markets Llc |
9 |
Nomura Holdings Inc |
9 |
Alpine Global Management, LLC |
9 |
Globeflex Capital L P |
9 |
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
9 |
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
9 |
Six Circles Trust - Six Circles Global Bond Fund |
9 |
Raymond James Financial Inc |
9 |
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
9 |
Balyasny Asset Management Llc |
9 |
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
9 |
Nisa Investment Advisors, Llc |
9 |
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
9 |
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
9 |
VDAFX - VALIC Co I - Dynamic Allocation Fund |
9 |
Ubs Asset Management Americas Inc |
9 |
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
9 |
ClariVest Asset Management LLC |
9 |
Quantbot Technologies LP |
9 |
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
9 |
Susquehanna Fundamental Investments, Llc |
9 |
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
9 |
Swiss National Bank |
9 |
BlueCrest Capital Management Ltd |
9 |
LMR Partners LLP |
9 |
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
9 |
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
9 |
Putnam Investments Llc |
9 |
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
9 |
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
9 |
Geneos Wealth Management Inc. |
9 |
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
9 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
9 |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
9 |
State Of Wisconsin Investment Board |
9 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
9 |
Huntington National Bank |
9 |
Essex Investment Management Co Llc |
9 |
Pacer Advisors, Inc. |
9 |
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
9 |
Signaturefd, Llc |
9 |
Quadrature Capital Ltd |
9 |
RBF Capital, LLC |
9 |
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
9 |
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
9 |
Paradigm Asset Management Co Llc |
9 |
Nuveen Asset Management, LLC |
9 |
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
9 |
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
9 |
Norges Bank |
9 |
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
9 |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
9 |
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
9 |
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A |
9 |
EAM Investors, LLC |
9 |
RidgeWorth Capital Management LLC |
9 |
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
9 |
GWM Advisors LLC |
9 |
PEAK6 Investments, L.P. |
9 |
HAP Trading, LLC |
9 |
Captrust Financial Advisors |
9 |
CIBC Private Wealth Group, LLC |
9 |
National Bank Of Canada /fi/ |
9 |
HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
9 |
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
9 |
State Board Of Administration Of Florida Retirement System |
9 |
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
9 |
Menta Capital Llc |
9 |
Allianz Asset Management GmbH |
9 |
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
9 |
MUFG Americas Holdings Corp |
9 |
Brandywine Global Investment Management, LLC |
9 |
Tiaa-cref Funds |
9 |
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
9 |
Price T Rowe Associates Inc /md/ |
9 |
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
9 |
Schonfeld Strategic Advisors LLC |
9 |
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
9 |
Connor, Clark & Lunn Investment Management Ltd. |
9 |
College Retirement Equities Fund |
9 |
Two Sigma Securities, Llc |
9 |
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
9 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
9 |
Great West Life Assurance Co /can/ |
9 |
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
9 |
Empowered Funds, LLC |
9 |
Spot Trading L.L.C |
9 |
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
9 |
Vantagepoint Funds |
9 |
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
9 |
Quantamental Technologies LLC |
9 |
Capstone Investment Advisors, Llc |
8 |
Spark Investment Management LLC |
8 |
Martingale Asset Management L P |
8 |
Ground Swell Capital, LLC |
8 |
Harel Insurance Investments & Financial Services Ltd. |
8 |
Managed Account Advisors Llc |
8 |
Covestor Ltd |
8 |
State of Wyoming |
8 |
Raymond James Financial Services Advisors, Inc. |
8 |
Meeder Asset Management Inc |
8 |
Amalgamated Bank |
8 |
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
8 |
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
8 |
Lord, Abbett & Co. Llc |
8 |
Lsv Asset Management |
8 |
Kennedy Capital Management, Inc. |
8 |
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
8 |
Blair William & Co/il |
8 |
Comerica Bank |
8 |
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
8 |
Mackenzie Financial Corp |
8 |
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
8 |
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
8 |
Janney Montgomery Scott LLC |
8 |
State of New Jersey Common Pension Fund D |
8 |
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
8 |
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
8 |
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
8 |
BlackRock Japan Co. Ltd |
8 |
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
8 |
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
8 |
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
8 |
Employees Retirement System of Texas |
8 |
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
8 |
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
8 |
Point72 Asset Management, L.P. |
8 |
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
8 |
Franklin Resources Inc |
8 |
Los Angeles Capital Management Llc |
8 |
Cornercap Investment Counsel Inc |
8 |
Canada Pension Plan Investment Board |
8 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
8 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
8 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
8 |
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
8 |
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
8 |
MetLife Securities, Inc |
8 |
GAMMA Investing LLC |
8 |
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
8 |
Janus Henderson Group Plc |
8 |
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
8 |
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
8 |
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
8 |
Sterling Capital Management LLC |
8 |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
8 |
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
8 |
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
8 |
Fuller & Thaler Asset Management, Inc. |
8 |
National Asset Management, Inc. |
8 |
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
8 |
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
8 |
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
8 |
ExodusPoint Capital Management, LP |
8 |
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
8 |
Walleye Capital LLC |
8 |
Global Retirement Partners, LLC |
8 |
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
8 |
Versant Capital Management, Inc |
8 |
MetLife Investment Management, LLC |
8 |
Commonwealth Equity Services, Llc |
8 |
Rydex Etf Trust |
8 |
Financial Management Professionals, Inc. |
8 |
Tfs Capital Investment Trust |
8 |
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
8 |
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
8 |
PENN SERIES FUNDS INC - International Equity Fund |
8 |
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
8 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
8 |
Thompson Davis & Co., Inc. |
8 |
State Farm Variable Product Trust |
8 |
State Farm Mutual Fund Trust |
8 |
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
8 |
Teacher Retirement System Of Texas |
8 |
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
8 |
L & S Advisors Inc |
8 |
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
8 |
Teachers Retirement System Of The State Of Kentucky |
8 |
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
8 |
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
8 |
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
8 |
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
8 |
Css Llc/il |
8 |
Ronald Blue Trust, Inc. |
8 |
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
8 |
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
8 |
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
8 |
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
8 |
Parkside Financial Bank & Trust |
8 |
Steward Partners Investment Advisory, Llc |
8 |
Marshall Wace North America L.P. |
8 |
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
8 |
Barings Llc |
8 |
Guggenheim Capital Llc |
8 |
Zurcher Kantonalbank (Zurich Cantonalbank) |
8 |
Nine Chapters Capital Management LLC |
8 |
State of Tennessee, Treasury Department |
8 |
M&t Bank Corp |
8 |
Jones Financial Companies Lllp |
8 |
Petrus Trust Company, LTA |
8 |
Arizona State Retirement System |
7 |
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
7 |
Amundi Pioneer Asset Management Inc |
7 |
Dupont Capital Management Corp |
7 |
Zebra Capital Management LLC |
7 |
Private Advisor Group, LLC |
7 |
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
7 |
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
7 |
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
7 |
Centiva Capital, LP |
7 |
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
7 |
Magnetar Financial LLC |
7 |
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
7 |
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
7 |
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
7 |
CWM Advisors, LLC |
7 |
Bayesian Capital Management, LP |
7 |
Deere & Co |
7 |
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class |
7 |
Denali Advisors Llc |
7 |
Rockefeller Capital Management L.P. |
7 |
Smartleaf Asset Management LLC |
7 |
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
7 |
Allworth Financial LP |
7 |
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
7 |
FLDFX - Meeder Funds - BALANCED FUND Retail Class |
7 |
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
7 |
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
7 |
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
7 |
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
7 |
Sofos Investments, Inc. |
7 |
Blueshift Asset Management, LLC |
7 |
Campbell & CO Investment Adviser LLC |
7 |
Campbell Multi-strategy Trust |
7 |
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
7 |
OMERS ADMINISTRATION Corp |
7 |
Vestcor Inc |
7 |
JNBA Financial Advisors |
7 |
Healthcare Of Ontario Pension Plan Trust Fund |
7 |
Vident Advisory, LLC |
7 |
Analytic Investors, LLC |
7 |
Laurion Capital Management LP |
7 |
CENTRAL TRUST Co |
7 |
NSIDX - Northern Funds - Northern Small Cap Index Fund |
7 |
Aigen Investment Management, Lp |
7 |
Neuberger Berman Group LLC |
7 |
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
7 |
Graham Capital Management, L.P. |
7 |
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
7 |
Pathstone Family Office, Llc |
7 |
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
7 |
Parallel Advisors, LLC |
7 |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
7 |
Assetmark, Inc |
7 |
Assenagon Asset Management S.A. |
7 |
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
7 |
Farther Finance Advisors, LLC |
7 |
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
7 |
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
7 |
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
7 |
New York State Teachers Retirement System |
7 |
Vident Investment Advisory, LLC |
7 |
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
7 |
Numeric Investors Llc |
7 |
Profunds - Profund Vp Oil & Gas |
7 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
7 |
First Manhattan Co |
7 |
Hsbc Holdings Plc |
7 |
Wolverine Asset Management Llc |
7 |
Municipal Employees' Retirement System of Michigan |
7 |
Stratos Wealth Partners, LTD. |
7 |
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
7 |
Eaton Vance Management |
7 |
Ellington Management Group Llc |
7 |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
7 |
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
7 |
Axa S.a. |
7 |
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
7 |
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
7 |
Driehaus Capital Management Llc |
7 |
Valeo Financial Advisors, LLC |
7 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
7 |
Public Employees Retirement Association Of Colorado |
7 |
Public Employees Retirement System Of Ohio |
7 |
Winton Capital Group Ltd |
7 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
7 |
LS Investment Advisors, LLC |
7 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
7 |
NEXT Financial Group, Inc |
7 |
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
7 |
Exchange Traded Concepts, Llc |
7 |
Tudor Investment Corp Et Al |
7 |
Principal Securities, Inc. |
7 |
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
7 |
Nordea Investment Management Ab |
7 |
Gotham Asset Management, LLC |
7 |
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
7 |
Jefferies Financial Group Inc. |
7 |
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
7 |
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
7 |
Glenmede Trust Co Na |
7 |
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
7 |
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
7 |
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
7 |
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
7 |
MCF Advisors LLC |
7 |
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
7 |
Allspring Global Investments Holdings, LLC |
7 |
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
7 |
Avantax Planning Partners, Inc. |
7 |
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
7 |
Nuveen, LLC |
7 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
7 |
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
7 |
Point72 Hong Kong Ltd |
7 |
FEDERATED CORE TRUST - High Yield Bond Portfolio |
7 |
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
7 |
Advisory Research Inc |
7 |
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
7 |
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
7 |
Thrivent Financial For Lutherans |
7 |
IWC - iSHARES TRUST - iShares Micro-Cap ETF |
7 |
Spire Wealth Management |
7 |
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
7 |
Coldstream Capital Management Inc |
7 |
Schroder Investment Management Group |
7 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
7 |
Stone Ridge Asset Management LLC |
7 |
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
7 |
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
7 |
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
7 |
Quarry LP |
7 |
Corton Capital Inc. |
7 |
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
7 |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
7 |
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
7 |
Principal Financial Group Inc |
7 |
Occudo Quantitative Strategies Lp |
7 |
Concord Wealth Partners |
7 |
Y-Intercept (Hong Kong) Ltd |
7 |
Jane Street Holding, LLC |
7 |
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
7 |
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
7 |
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
7 |
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
7 |
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
7 |
Kestra Advisory Services, LLC |
7 |
Oppenheimer & Co Inc |
7 |
Claymore Exchange-traded Fund Trust |
7 |
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
7 |
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
7 |
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
7 |
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
7 |
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
7 |
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
7 |
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
7 |
Highbridge Capital Management Llc |
7 |
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
7 |
Profund Advisors Llc |
6 |
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
6 |
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
6 |
Ubs Oconnor Llc |
6 |
Whittier Trust Co Of Nevada Inc |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
6 |
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
6 |
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
6 |
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
6 |
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
6 |
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
6 |
Bartlett & Co. Wealth Management Llc |
6 |
Vanguard Horizon Funds |
6 |
VCSLX - VALIC Co I - Small Cap Index Fund |
6 |
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
6 |
Brown Advisory Inc |
6 |
Profunds - Profund Vp Industrials |
6 |
Profunds - Profund Vp Ultrasmall-cap |
6 |
Profunds - Profund Vp Small-cap |
6 |
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
6 |
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
6 |
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
6 |
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
6 |
Quest Partners LLC |
6 |
Private Wealth Management Group, LLC |
6 |
Seizert Capital Partners, Llc |
6 |
Quadrant Capital Group Llc |
6 |
Assured Investment Management LLC |
6 |
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
6 |
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
6 |
MAI Capital Management |
6 |
Quantitative Investment Management, LLC |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
6 |
United Services Automobile Association |
6 |
Pzena Investment Management Llc |
6 |
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
6 |
IWM - iSHARES TRUST - iShares Russell 2000 ETF |
6 |
IWV - iSHARES TRUST - iShares Russell 3000 ETF |
6 |
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
6 |
Chicago Equity Partners Llc |
6 |
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
6 |
Hillsdale Investment Management Inc. |
6 |
Daiwa Securities Group Inc. |
6 |
PENN SERIES FUNDS INC - Small Cap Index Fund |
6 |
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
6 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
6 |
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
6 |
Van Eck Associates Corp |
6 |
Balter Liquid Alternatives, LLC |
6 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
6 |
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
6 |
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
6 |
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
6 |
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
6 |
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
6 |
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
6 |
Wedbush Securities Inc |
6 |
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
6 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
6 |
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
6 |
Systematic Financial Management Lp |
6 |
Mirae Asset Global Investments Co., Ltd. |
6 |
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
6 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
6 |
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
6 |
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA |
6 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
6 |
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
6 |
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
6 |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
6 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
6 |
Rehmann Capital Advisory Group |
6 |
Heartland Advisors Inc |
6 |
Grantham, Mayo, Van Otterloo & Co. LLC |
6 |
New England Securities Corp /MA/ |
6 |
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
6 |
Public Sector Pension Investment Board |
6 |
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
6 |
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
6 |
Massachusetts Financial Services Co /ma/ |
6 |
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
6 |
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
6 |
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
6 |
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
6 |
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
6 |
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
6 |
Adage Capital Partners Gp, L.l.c. |
6 |
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
6 |
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
6 |
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
6 |
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
6 |
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
6 |
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
6 |
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
6 |
Pictet Asset Management Sa |
6 |
Advanced Series Trust - Ast Small-cap Growth Portfolio |
6 |
Boston Private Wealth Llc |
6 |
Hotchkis & Wiley Capital Management Llc |
6 |
Loomis Sayles & Co L P |
6 |
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
6 |
Penserra Capital Management LLC |
6 |
Oppenheimer Asset Management Inc. |
6 |
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
6 |
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N |
6 |
Commonwealth Bank Of Australia |
6 |
Stevens Capital Management Lp |
6 |
Texas Permanent School Fund |
6 |
GeoWealth Management, LLC |
6 |
Mercer Global Advisors Inc /adv |
6 |
Legato Capital Management LLC |
6 |
Quest Capital Management Inc /adv |
6 |
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
6 |
Cresset Asset Management, LLC |
6 |
Innealta Capital, Llc |
6 |
Alyeska Investment Group, L.P. |
6 |
Lindbrook Capital, Llc |
6 |
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
6 |
Ellevest, Inc. |
6 |
Shepherd Kaplan Krochuk, Llc |
6 |
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
6 |
American Portfolios Advisors |
6 |
FNY Investment Advisers, LLC |
6 |
Voloridge Investment Management, Llc |
6 |
Point72 Middle East FZE |
6 |
Summit Trail Advisors, Llc |
6 |
Holocene Advisors, LP |
6 |
Airain ltd |
6 |
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
6 |
SBI Securities Co., Ltd. |
6 |
General Motors Investment Management Corp |
6 |
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
6 |
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
6 |
Mutual Of America Capital Management Llc |
6 |
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
6 |
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
6 |
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
6 |
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
6 |
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
6 |
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
6 |
True Wealth Design, LLC |
6 |
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
6 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
6 |
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
6 |
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
6 |
RBB FUND, INC. - Adara Smaller Companies Fund |
6 |
Eaton Vance Ltd Duration Income Fund |
6 |
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
6 |
Winton Diversified Opportunities Fund |
6 |
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
6 |
IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
6 |
Headlands Technologies LLC |
6 |
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
6 |
AMP Capital Investors Ltd |
6 |
Foundry Partners, LLC |
6 |
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
6 |
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
6 |
Massmutual Trust Co Fsb/adv |
6 |
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
6 |
Aperio Group, LLC |
6 |
Klp Kapitalforvaltning As |
6 |
Cambridge Investment Research Advisors, Inc. |
6 |
Pnc Funds |
6 |
Police & Firemen's Retirement System of New Jersey |
6 |
Capital Fund Management S.a. |
6 |
Oppenheimer Etf Trust |
6 |
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
6 |
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
6 |
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
6 |
Toronto Dominion Bank |
6 |
QCVAX - Clearwater Investment Trust - Clearwater International Fund |
6 |
Venturi Wealth Management, LLC |
6 |
Caitong International Asset Management Co., Ltd |
6 |
Optiver Holding B.V. |
6 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
6 |
Money Concepts Capital Corp |
6 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
6 |
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
6 |
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
6 |
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
6 |
Wedge Capital Management L L P/nc |
6 |
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
6 |
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
6 |
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
6 |
Plante Moran Financial Advisors, LLC |
6 |
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
6 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
6 |
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
6 |
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
6 |
BNP Paribas Asset Management Holding S.A. |
6 |
Brown Brothers Harriman & Co |
6 |
River Road Asset Management, LLC |
6 |
Oppenheimer Funds Inc |
6 |
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
6 |
Element Capital Management Llc |
6 |
Atria Investments Llc |
6 |
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
6 |
Mackay Shields Llc |
6 |
Mason Street Advisors, Llc |
6 |
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
6 |
Capital Performance Advisors Llp |
6 |
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
6 |
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
6 |
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
6 |
Hutchin Hill Capital, LP |
6 |
Carroll Financial Associates, Inc. |
6 |
PineBridge Investments, L.P. |
6 |
Xponance, Inc. |
6 |
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
6 |
VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
6 |
Rotella Capital Management, Inc. |
6 |
Parallax Volatility Advisers, L.P. |
6 |
Buckingham Strategic Wealth, Llc |
6 |
Capstone Asset Management Co |
6 |
EverSource Wealth Advisors, LLC |
6 |
CPSIX - Unified Series Trust - Fci Bond Fund |
6 |
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
6 |
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
6 |
Benjamin F. Edwards & Company, Inc. |
6 |
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
6 |
Private Trust Co Na |
6 |
Vanguard Whitehall Funds |
6 |
Standard Life Aberdeen plc |
6 |
Crossmark Global Holdings, Inc. |
6 |
Hussman Strategic Advisors, Inc. |
6 |
First Mercantile Trust Co |
6 |
Sowell Financial Services LLC |
6 |
Integrated Investment Consultants, LLC |
6 |
Cetera Advisor Networks LLC |
6 |
Proficio Capital Partners LLC |
6 |
Cerity Partners LLC |
6 |
APG Asset Management N.V. |
6 |
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
6 |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
6 |
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
6 |
Corebridge Financial, Inc. |
6 |
WPG Advisers, LLC |
6 |
Nomura Asset Management Co Ltd |
6 |
Bryn Mawr Capital Management Inc |
6 |
Ajo, Lp |
6 |
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
6 |
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
6 |
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
6 |
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
6 |
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
6 |
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
6 |
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
6 |
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
6 |
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
6 |
Natixis Advisors, L.p. |
6 |
Vanguard World Fund |
6 |
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
6 |
Bridgewater Associates, LP |
6 |
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
6 |
Hartland & Co., LLC |
6 |
Hbk Investments L P |
6 |
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
6 |
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
6 |
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
6 |
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
6 |
United Capital Financial Advisers, Llc |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
6 |
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
5 |
Rothschild Investment Llc |
5 |
Manchester Capital Management LLC |
5 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
5 |
Parametrica Management Ltd |
5 |
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
5 |
SJS Investment Consulting Inc. |
5 |
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
5 |
Belpointe Asset Management LLC |
5 |
CI Private Wealth, LLC |
5 |
AUERX - Unified Series Trust - Auer Growth Fund |
5 |
Artisan Partners Limited Partnership |
5 |
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
5 |
Mason Street Advisors, Llc |
5 |
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
5 |
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
5 |
Calvert Investment Management, Inc. |
5 |
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) |
5 |
Elkfork Partners LLC |
5 |
Thompson Siegel & Walmsley Llc |
5 |
Irish Life Investment Managers Ltd. |
5 |
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
5 |
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares |
5 |
Readystate Asset Management Lp |
5 |
Timber Hill LLC |
5 |
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
5 |
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
5 |
AlphaMark Advisors, LLC |
5 |
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
5 |
Phoenix Holdings Ltd. |
5 |
Glassman Wealth Services |
5 |
Sherbrooke Park Advisers Llc |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
5 |
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
5 |
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
5 |
1832 Asset Management L.P. |
5 |
Jackson Creek Investment Advisors LLC |
5 |
Hexagon Capital Partners LLC |
5 |
Fortitude Family Office, LLC |
5 |
North Star Investment Management Corp. |
5 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
5 |
FNY Managed Accounts LLC |
5 |
BlueCrest Capital Management LLP |
5 |
Princeton Alpha Management LP |
5 |
Advisors Preferred, LLC |
5 |
Bartlett & Co. LLC |
5 |
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
5 |
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund |
5 |
Brevan Howard Capital Management LP |
5 |
Patriot Financial Group Insurance Agency, LLC |
5 |
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
5 |
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
5 |
Diamond Hill Capital Management Inc |
5 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
5 |
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
5 |
Global Income Builder Portfolio - Global Income Builder Portfolio |
5 |
Westpac Banking Corp |
5 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
5 |
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
5 |
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
5 |
Mfs Charter Income Trust |
5 |
ABASX - AB TRUST - AB Discovery Value Fund Class A |
5 |
Ritholtz Wealth Management |
5 |
Summit Global Investments |
5 |
High Note Wealth, LLC |
5 |
Cigna Investments Inc /new |
5 |
Intrinsic Edge Capital Management LLC |
5 |
Man Investments Ltd |
5 |
Bray Capital Advisors |
5 |
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
5 |
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
5 |
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
5 |
Prudential Short Duration High Yield Fund, Inc. |
5 |
Cca Investments Trust |
5 |
Bridgefront Capital, LLC |
5 |
Evergreen Capital Management Llc |
5 |
Piedmont Investment Advisors Llc |
5 |
Meadow Creek Investment Management LLC |
5 |
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
5 |
QS Investors, LLC |
5 |
Inceptionr Llc |
5 |
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
5 |
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund |
5 |
Bare Financial Services, Inc |
5 |
MQS Management LLC |
5 |
Mml Investors Services, Llc |
5 |
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
5 |
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
5 |
Ontario Teachers Pension Plan Board |
5 |
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
5 |
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
5 |
Royce Value Trust Inc |
5 |
IHT Wealth Management, LLC |
5 |
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
5 |
Virginia Retirement Systems Et Al |
5 |
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
5 |
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
5 |
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
5 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
5 |
MBOVX - M FUND INC - M Large Cap Value Fund |
5 |
Ardsley Advisory Partners Lp |
5 |
Independent Portfolio Consultants, Inc. |
5 |
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
5 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
5 |
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
5 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
5 |
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
5 |
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
5 |
Peak6 Llc |
5 |
SRS Capital Advisors, Inc. |
5 |
Pitcairn Co |
5 |
Td Asset Management Inc |
5 |
Louisiana State Employees Retirement System |
5 |
Itau Unibanco Holding S.A. |
5 |
Oregon Public Employees Retirement Fund |
5 |
Capital Research Global Investors |
5 |
Harbour Investments, Inc. |
5 |
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF |
5 |
Absolute Return Capital, LLC |
5 |
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
5 |
Invictus RG |
5 |
Transamerica Partners Funds Group |
5 |
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
5 |
Securian Asset Management, Inc |
5 |
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
5 |
Segall Bryant & Hamill, Llc |
5 |
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
5 |
Transamerica Partners Funds Group Ii |
5 |
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
5 |
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
5 |
Transamerica Partners Portfolios |
5 |
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
5 |
Psagot Investment House Ltd. |
5 |
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
5 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
5 |
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class |
5 |
Clearbridge Investments, LLC |
5 |
Dorsey Wright & Associates |
5 |
World Asset Management Inc |
5 |
Axq Capital, Lp |
5 |
Dogwood Wealth Management LLC |
5 |
Smithfield Trust Co |
5 |
Gabelli Funds Llc |
5 |
Dark Forest Capital Management Lp |
5 |
National Planning Corp |
5 |
Rise Advisors, LLC |
5 |
SYSTM Wealth Solutions LLC |
5 |
Harvest Fund Management Co., Ltd |
5 |
Tortoise Investment Management, LLC |
5 |
Financial Advisors Network, Inc. |
5 |
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
5 |
Hartford Investment Management Co |
5 |
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares |
5 |
UXI - PROSHARES TRUST - ProShares Ultra Industrials |
5 |
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
5 |
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
5 |
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
5 |
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
5 |
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
5 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
5 |
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
5 |
CIBC World Markets Inc. |
5 |
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
5 |
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares |
5 |
GAM Holding AG |
5 |
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
5 |
Cornerstone Advisors, Inc. |
5 |
DekaBank Deutsche Girozentrale |
5 |
NumerixS Investment Technologies Inc |
5 |
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
5 |
Gdl Fund |
5 |
Sciencast Management LP |
5 |
CenterStar Fund, LLC |
5 |
Robeco Institutional Asset Management B.V. |
5 |
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
5 |
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
5 |
State of Alaska, Department of Revenue |
5 |
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
5 |
Sonora Investment Management, LLC |
5 |
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
5 |
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
5 |
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
5 |
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
5 |
Gw Henssler & Associates Ltd |
5 |
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF |
5 |
Advisors Asset Management, Inc. |
5 |
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund |
5 |
Bb&t Securities, Llc |
5 |
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
5 |
Dreman Value Management, L L C |
5 |
Td Private Client Wealth Llc |
5 |
NewSquare Capital LLC |
5 |
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
5 |
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
5 |
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
5 |
First Republic Investment Management, Inc. |
5 |
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
5 |
First Eagle Investment Management, LLC |
5 |
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
5 |
CAPROCK Group, Inc. |
5 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
5 |
Versor Investments LP |
5 |
Truist Financial Corp |
5 |
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
5 |
Hancock Whitney Corp |
5 |
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
5 |
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund |
5 |
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
5 |
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
5 |
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
5 |
Keybank National Association/oh |
5 |
Granite Investment Partners, LLC |
5 |
Edgestream Partners, L.P. |
5 |
Karp Capital Management Corp |
5 |
Stephens Inc /ar/ |
5 |
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
5 |
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
5 |
Brandes Investment Partners, Lp |
5 |
Intech Investment Management Llc |
5 |
Picton Mahoney Asset Management |
5 |
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
5 |
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
5 |
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
5 |
Point72 (DIFC) Ltd |
5 |
Cnh Partners Llc |
5 |
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
5 |
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
5 |
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
5 |
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
5 |
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
5 |
Ledyard National Bank |
5 |
Natixis |
5 |
Whittier Trust Co |
5 |
Cetera Investment Advisers |
5 |
Candriam Luxembourg S.C.A. |
5 |
Steward Financial Group LLC |
5 |
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
5 |
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
5 |
Quent Capital, LLC |
5 |
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
5 |
Koshinski Asset Management, Inc. |
5 |
Clinton Group Inc |
5 |
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
5 |
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
5 |
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
5 |
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF |
5 |
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
5 |
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
5 |
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF |
5 |
Symphony Asset Management Llc |
5 |
Xact Kapitalforvaltning AB |
5 |
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
5 |
C M Bidwell & Associates Ltd |
5 |
Wealthcare Capital Management Llc |
5 |
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
5 |
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
5 |
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
5 |
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
5 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
5 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
5 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
5 |
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
5 |
James Investment Research Inc |
5 |
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
5 |
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
5 |
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
5 |
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
5 |
BRYN MAWR TRUST Co |
5 |
TD Waterhouse Canada Inc. |
5 |
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
5 |
Mariner, LLC |
5 |
SLPIX - Profunds - Small-cap Profund Investor Class |
5 |
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares |
5 |
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
5 |
Weiss Asset Management LP |
5 |
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
5 |
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
5 |
Sumitomo Mitsui Trust Holdings, Inc. |
5 |
Pine River Capital Management L.P. |
5 |
Suntrust Banks Inc |
5 |
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
5 |
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
5 |
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
5 |
JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
5 |
Etf Managers Group, Llc |
5 |
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
5 |
Bogle Investment Management L P /de/ |
5 |
New York Life Investment Management Llc |
5 |
Navellier & Associates Inc |
5 |
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
5 |
Sutton Wealth Advisors Inc. |
5 |
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
5 |
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
5 |
Voya Infrastructure, Industrials & Materials Fund |
5 |
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
5 |
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
5 |
Calamos Advisors LLC |
5 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
5 |
GIMFX - GMO TRUST - GMO Implementation Fund |
5 |
Pictet Asset Management Ltd |
5 |
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
5 |
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
5 |
Congress Wealth Management LLC / DE / |
5 |
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
5 |
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
5 |
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
5 |
Catalyst Funds Management Pty Ltd |
5 |
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
5 |
Moors & Cabot, Inc. |
5 |
EA Series Trust |
5 |
Checchi Capital Advisers, LLC |
5 |
Mitsubishi UFJ Trust & Banking Corp |
5 |
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
5 |
NSGRX - Northern Funds - Northern Small Cap Core Fund |
5 |
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
5 |
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
5 |
FIL Ltd |
5 |
Ieq Capital, Llc |
5 |
Pinnacle Associates Ltd |
5 |
Zacks Investment Management |
5 |
Alberta Investment Management Corp |
5 |
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
5 |
Wealthspire Advisors, L.P. |
5 |
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
5 |
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
5 |
FORA Capital, LLC |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
5 |
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
5 |
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
5 |
Shelton Capital Management |
5 |
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
5 |
Woodline Partners LP |
5 |
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio |
5 |
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
5 |
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
5 |
Seven Eight Capital, Lp |
5 |
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
5 |
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
5 |
Orion Portfolio Solutions, LLC |
5 |
Evoke Wealth, Llc |
5 |
Pictet Asset Management Holding SA |
5 |
Dean Investment Associates, Llc |
5 |
Twinbeech Capital Lp |
5 |
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
5 |
SpiderRock Trading LLC |
5 |
Golden State Wealth Management, LLC |
5 |
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
5 |
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
5 |
Credit Agricole S A |
5 |
GV Financial Advisors |
5 |
Toroso Investments, LLC |
5 |
Ensign Peak Advisors, Inc |
5 |
Atom Investors LP |
5 |
Cipher Capital LP |
5 |
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
5 |
Cantab Capital Partners LLP |
5 |
Ashton Thomas Private Wealth, LLC |
5 |
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
5 |
Neo Ivy Capital Management |
5 |
Vanguard Explorer Fund |
5 |
HHM Wealth Advisors, LLC |
5 |
Duality Advisers, Lp |
5 |
VTL Associates, LLC |
5 |
Delphi Management Inc /ma/ |
5 |
Pearl River Capital, LLC |
5 |
Commerzbank Aktiengesellschaft /fi |
5 |
CIBC Asset Management Inc |
5 |
Cibc World Markets Corp |
5 |
Asset Management One Co., Ltd. |
5 |
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
5 |
Hoxton Financial, Inc. |
5 |
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
5 |
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
5 |
Fox Run Management, L.l.c. |
5 |
Riverhead Capital Management Llc |
5 |
Eagle Asset Management Inc |
5 |
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares |
5 |
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
5 |
Handelsbanken Fonder AB |
5 |
Amundi |
5 |
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
5 |
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A |
5 |
AHL Partners LLP |
5 |
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
5 |
EAM Global Investors LLC |
5 |
Sandy Spring Bank |
5 |
R Squared Ltd |
5 |
South Dakota Investment Council |
5 |
Altshuler Shaham Ltd |
5 |
SAC Capital Advisors LP |
5 |
Pathstone Holdings, LLC |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I |
5 |
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
5 |
SECOR Capital Advisors, LP |
5 |
Gemmer Asset Management LLC |
5 |
Archford Capital Strategies, LLC |
5 |
Harvest Group Wealth Management, Llc |
5 |
Private Capital Group, LLC |
5 |
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
5 |
One Wealth Advisors, LLC |
5 |
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
5 |
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
5 |
RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
5 |
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
5 |
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
5 |
Boston Private Bank & Trust Co |
5 |
Convergence Investment Partners, LLC |
5 |
Financial Gravity Companies, Inc. |
5 |
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
5 |
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
5 |
Eqis Capital Management, Inc. |
5 |
Quantitative Systematic Strategies LLC |
5 |
First Citizens Bank & Trust Co |
5 |
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
5 |
Ab Pooling Portfolios |
5 |
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
5 |
Abound Wealth Management |
5 |
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
5 |
MASTER BOND LLC - Master Total Return Portfolio |
5 |
Hantz Financial Services, Inc. |
5 |
International Assets Investment Management, Llc |
5 |
Savant Capital, LLC |
5 |
Caxton Associates Lp |
5 |
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
5 |
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
5 |
Colony Group, LLC |
5 |
nVerses Capital, LLC |
5 |
MUFG Securities EMEA plc |
5 |
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
5 |
Hennessy Advisors Inc |
5 |
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
5 |
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A |
5 |
Gamco Investors, Inc. Et Al |
4 |
Ibex Investors LLC |
4 |
Cove Street Capital, LLC |
4 |
Carlson Capital L P |
4 |
Hudson Bay Capital Management LP |
4 |
Visium Asset Management, LP |
4 |
Clear Harbor Asset Management, LLC |
4 |
Janus Capital Management Llc |
4 |
Capital World Investors |
4 |
Silvercrest Asset Management Group Llc |
4 |
Earnest Partners Llc |
4 |
ArrowMark Colorado Holdings LLC |
4 |
Ing Groep Nv |
4 |
Polar Asset Management Partners Inc. |
4 |
Maverick Capital Ltd |
4 |
Ci Investments Inc. |
4 |
Fiduciary Management Inc /wi/ |
4 |
Caisse De Depot Et Placement Du Quebec |
4 |
Regions Financial Corp |
4 |
Jupiter Asset Management Ltd |
4 |
Weiss Multi-Strategy Advisers LLC |
4 |
Pekin Hardy Strauss, Inc. |
4 |
Kayne Anderson Rudnick Investment Management Llc |
4 |
Compagnie Lombard Odier SCmA |
4 |
IBM Retirement Fund |
4 |
Ativo Capital Management LLC |
4 |
Commerce Bank |
4 |
Great Lakes Advisors, Llc |
4 |
WASHINGTON TRUST Co |
4 |
Icon Advisers Inc/co |
4 |
Brinker Capital Investments, LLC |
4 |
Dean Capital Management |
4 |
Old Mission Capital Llc |
4 |
Morningstar Investment Services LLC |
4 |
Fort Washington Investment Advisors Inc /oh/ |
4 |
Cambridge Trust Co |
4 |
Veritable, L.P. |
4 |
Balasa Dinverno & Foltz Llc |
4 |
Hodges Capital Management Inc. |
4 |
New Amsterdam Partners Llc/ny |
4 |
Aberdeen Asset Management Plc/uk |
4 |
Vanguard Windsor Funds |
4 |
Jennison Associates Llc |
4 |
Park Avenue Securities Llc |
4 |
Old Mutual Global Investors (UK) Ltd. |
4 |
Markston International Llc |
4 |
Wetherby Asset Management Inc |
4 |
Opus Capital Group, LLC |
4 |
IndexIQ Advisors LLC |
4 |
Parkwood LLC |
4 |
Chartwell Investment Partners, Llc |
4 |
Barrow Hanley Mewhinney & Strauss Llc |
4 |
Banque Pictet & Cie Sa |
4 |
Jfs Wealth Advisors, Llc |
4 |
Hood River Capital Management LLC |
4 |
Perigon Wealth Management, LLC |
4 |
Gupta Wealth Management LLC |
4 |
Wealthfront Inc |
4 |
Moneta Group Investment Advisors Llc |
4 |
Gerstein Fisher |
4 |
Ascend Capital, Llc |
4 |
Brant Point Investment Management Llc |
4 |
Advisors Capital Management, LLC |
4 |
Santa Fe Partners LLC |
4 |
Greenleaf Trust |
4 |
Prospera Financial Services Inc |
4 |
ARGA Investment Management, LP |
4 |
Evercore Wealth Management, LLC |
4 |
Heritage Wealth Advisors |
4 |
Farmers & Merchants Investments Inc |
4 |
Financial Architects, Inc |
4 |
Monarch Partners Asset Management LLC |
4 |
Garde Capital, Inc. |
4 |
Rational Advisors Llc |
4 |
Scout Investments, Inc. |
4 |
First New York Securities Llc /ny |
4 |
Shell Asset Management Co |
4 |
Commonwealth Equity Services, Inc |
4 |
Enterprise Financial Services Corp |
4 |
Marquette Asset Management, LLC |
4 |
Regal Investment Advisors LLC |
4 |
Winslow, Evans & Crocker, Inc. |
4 |
Howe & Rusling Inc |
4 |
Kanaly Trust Co |
4 |
Gmt Capital Corp |
4 |
Eagle Global Advisors Llc |
4 |
GLG Partners LP |
4 |
Davy Global Fund Management Ltd |
4 |
Alambic Investment Management, L.P. |
4 |
Old Mutual Customised Solutions (proprietary) Ltd |
4 |
Mather Group, Llc. |
4 |
Isthmus Partners, Llc |
4 |
State Of Michigan Retirement System |
4 |
Hanseatic Management Services Inc |
4 |
Trust Co Of Vermont |
4 |
Tarbox Family Office, Inc. |
4 |
Cullen/frost Bankers, Inc. |
4 |
Retirement Systems of Alabama |
4 |
First Quadrant L P/ca |
4 |
Leavell Investment Management, Inc. |
4 |
Wealth Enhancement Advisory Services, Llc |
4 |
Alpha Windward Llc |
4 |
First Hawaiian Bank |
4 |
Contravisory Investment Management, Inc. |
4 |
Dakota Wealth Management |
4 |
J. Goldman & Co LP |
4 |
Baker Avenue Asset Management, LP |
4 |
Old National Bancorp /in/ |
4 |
Platinum Management (NY) LLC |
4 |
Sawtooth Solutions, LLC |
4 |
EP Wealth Advisors, Inc. |
4 |
Leuthold Group, Llc |
4 |
ETRADE Capital Management LLC |
4 |
Landscape Capital Management, L.l.c. |
4 |
Foster & Motley Inc |
4 |
Zweig-DiMenna Associates LLC |
4 |
Bowling Portfolio Management LLC |
4 |
Stratton Management Co |
4 |
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
4 |
Utah Retirement Systems |
4 |
Synovus Financial Corp |
4 |
Capital One, National Association |
4 |
Skylands Capital, LLC |
4 |
Integrated Wealth Management |
4 |
Livforsakringsbolaget Skandia, Omsesidigt |
4 |
Cornerstone Investment Partners, LLC |
4 |
Capital Guardian Trust Co |
4 |
Umb Bank N A/mo |
4 |
Crestline Management, LP |
4 |
Oakworth Capital, Inc. |
4 |
Capital Advisors, Ltd. LLC |
4 |
I.g. Investment Management, Ltd. |
4 |
Liberty Mutual Group Asset Management Inc. |
4 |
FineMark National Bank & Trust |
4 |
Highland Capital Management, Llc |
4 |
Nair Vinay |
4 |
Sequoia Financial Advisors, LLC |
4 |
Capital Analysts, Inc. |
4 |
Mv Capital Management, Inc. |
4 |
WealthPLAN Partners, LLC |
4 |
Cetera Advisors LLC |
4 |
FDx Advisors, Inc. |
4 |
Shellback Capital, LP |
4 |
Ramsey Quantitative Systems |
4 |
Mizuho Trust & Banking Co., Ltd. |
4 |
Renaissance Group Llc |
4 |
Exane Derivatives |
4 |
Tradeworx Inc. |
4 |
WFG Advisors, LP |
4 |
Gideon Capital Advisors, Inc. |
4 |
Bokf, Na |
4 |
Bahl & Gaynor Inc |
4 |
Catalyst Capital Advisors LLC |
4 |
Coe Capital Management, LLC |
4 |
First Allied Advisory Services, Inc. |
4 |
Cornerstone Wealth Management, LLC |
4 |
Tcw Group Inc |
4 |
Cambria Investment Management, L.P. |
4 |
SG Capital Management LLC |
4 |
Skandinaviska Enskilda Banken AB (publ) |
4 |
Signet Financial Management, Llc |
4 |
Twin Tree Management, LP |
4 |
Euclidean Technologies Management, LLC |
4 |
Lombard Odier Asset Management (Switzerland) SA |
4 |
Point72 Asia (Singapore) Pte. Ltd. |
4 |
Baird Financial Group, Inc. |
4 |
Cna Financial Corp |
4 |
Virtus Investment Advisers, Inc. |
4 |
New Mexico Educational Retirement Board |
4 |
People's United Financial, Inc. |
4 |
Bank Of Nova Scotia |
4 |
Index Management Solutions, LLC |
4 |
Placemark Investments, Inc. |
4 |
Sei Trust Co |
4 |
Cable Hill Partners, LLC |
4 |
Societe Generale |
4 |
Wealthcare Advisory Partners LLC |
4 |
AGF Investments LLC |
4 |
Teza Capital Management LLC |
4 |
Capital Investment Advisory Services, LLC |
4 |
Oribel Capital Management, LP |
4 |
Hartford Mutual Funds Inc/ct |
4 |
AE Wealth Management LLC |
4 |
Tyers Asset Management LLC |
4 |
Fortis Advisors, LLC |
4 |
Advantage Investment Management, Llc |
4 |
Omnia Family Wealth, LLC |
4 |
Pinnacle Bancorp, Inc. |
4 |
MARSHALL WACE ASIA Ltd |
4 |
Fieldpoint Private Securities, LLC |
4 |
Lido Advisors, LLC |
4 |
Flagship Harbor Advisors, Llc |
4 |
Aua Capital Management, Llc |
4 |
Atlantic Trust, LLC |
4 |
Bb&t Investment Services, Inc. |
4 |
Resources Investment Advisors, LLC. |
4 |
Csenge Advisory Group |
4 |
Cerebellum GP, LLC |
4 |
Front Row Advisors LLC |
4 |
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
4 |
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
4 |
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
4 |
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
4 |
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
4 |
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
4 |
Blackrock Corporate High Yield Fund, Inc. |
4 |
Forum Funds |
4 |
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
4 |
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
4 |
Prudential Global Short Duration High Yield Fund, Inc. |
4 |
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
4 |
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
4 |
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
4 |
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
4 |
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
4 |
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
4 |
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
4 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
4 |
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
4 |
Nuveen Core Equity Alpha Fund |
4 |
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
4 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
4 |
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
4 |
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
4 |
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
4 |
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
4 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
4 |
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
4 |
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
4 |
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
4 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
4 |
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
4 |
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
4 |
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
4 |
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
4 |
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
4 |
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
4 |
Credit Suisse Asset Management Income Fund Inc |
4 |
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
4 |
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
4 |
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
4 |
Dfa Investment Trust Co - The U.s. Large Cap Value Series |
4 |
High Income Opportunities Portfolio - High Income Opportunities Portfolio |
4 |
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
4 |
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
4 |
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
4 |
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
4 |
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
4 |
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
4 |
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
4 |
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A |
4 |
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
4 |
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
4 |
Credit Suisse High Yield Bond Fund |
4 |
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
4 |
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
4 |
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
4 |
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
4 |
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
4 |
Alliancebernstein Global High Income Fund Inc |
4 |
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
4 |
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
4 |
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
4 |
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
4 |
FMIJX - FMI FUNDS INC - International Fund Investor Class |
4 |
Seacrest Wealth Management, Llc |
4 |
Holistic Financial Partners |
4 |
Crewe Advisors LLC |
4 |
Pinnacle Wealth Planning Services, Inc. |
4 |
Parisi Gray Wealth Management |
4 |
Delpha Capital Management, Llc |
4 |
Larson Financial Group LLC |
4 |
Caption Management, LLC |
4 |
Berman Capital Advisors, LLC |
4 |
Avestar Capital, LLC |
4 |
Diametric Capital, LP |
4 |
Solstein Capital, LLC |
4 |
Pin Oak Investment Advisors Inc |
4 |
Creative Financial Designs Inc /adv |
4 |
Atlas Capital Advisors Llc |
4 |
Elo Mutual Pension Insurance Co |
4 |
Change Path, LLC |
4 |
Integrated Wealth Concepts LLC |
4 |
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
4 |
Truvestments Capital Llc |
4 |
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
4 |
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
4 |
Beacon Pointe Advisors, LLC |
4 |
Wiley Bros.-aintree Capital, Llc |
4 |
FinTrust Capital Advisors, LLC |
4 |
Alphacrest Capital Management Llc |
4 |
Townsquare Capital Llc |
4 |
Ameritas Investment Corp |
4 |
Avantax Advisory Services, Inc. |
4 |
Weld Capital Management Llc |
4 |
Bay Harbor Wealth Management, LLC |
4 |
Alera Investment Advisors, LLC |
4 |
Quantinno Capital Management LP |
4 |
Claro Advisors LLC |
4 |
Voleon Capital Management Lp |
4 |
Treasurer of the State of North Carolina |
4 |
Machina Capital S.a.s. |
4 |
Prestige Wealth Management Group LLC |
4 |
Comerica Securities,inc. |
4 |
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
4 |
Avion Wealth |
4 |
Pacitti Group Inc. |
4 |
UMA Financial Services, Inc. |
4 |
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
4 |
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
4 |
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E |
4 |
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
4 |
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
4 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
4 |
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
4 |
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
4 |
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
4 |
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
4 |
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class |
4 |
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
4 |
NOBOX - Northern Funds - Northern Bond Index Fund |
4 |
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
4 |
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
4 |
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
4 |
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
4 |
Advanced Series Trust - Ast High Yield Portfolio |
4 |
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
4 |
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
4 |
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
4 |
Advanced Series Trust - Ast Small-cap Value Portfolio |
4 |
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
4 |
Advanced Series Trust - Ast Advanced Strategies Portfolio |
4 |
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
4 |
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
4 |
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
4 |
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
4 |
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
4 |
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
4 |
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
4 |
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
4 |
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
4 |
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
4 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares |
4 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
4 |
GGBFX - GuideStone Funds - Global Bond Fund Investor |
4 |
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
4 |
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 |
4 |
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
4 |
Jnl Variable Fund Llc - Jnl/mellon Information Technology Sector Fund (a) |
4 |
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
4 |
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
4 |
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
4 |
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
4 |
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
4 |
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
4 |
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
4 |
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
4 |
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
4 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
4 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 |
4 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
4 |
MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
4 |
MML Series Investment Fund II - MML Equity Rotation Fund Class II |
4 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
4 |
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares |
4 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
4 |
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
4 |
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
4 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
4 |
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
4 |
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
4 |
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
4 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
4 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
4 |
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
4 |
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
4 |
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
4 |
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
4 |
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
4 |
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
4 |
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
4 |
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
4 |
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
4 |
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
4 |
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
4 |
MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
4 |
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
4 |
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
4 |
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
4 |
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional |
4 |
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
4 |
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class |
4 |
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
4 |
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
4 |
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
4 |
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
4 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
4 |
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
4 |
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
4 |
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
4 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
4 |
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
4 |
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
4 |
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
4 |
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
4 |
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
4 |
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
4 |
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares |
4 |
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 |
4 |
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
4 |
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
4 |
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
4 |
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
4 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
4 |
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I |
4 |
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
4 |
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load |
4 |
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
4 |
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
4 |
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
4 |
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A |
4 |
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
4 |
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
4 |
TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
4 |
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
4 |
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
4 |
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
4 |
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
4 |
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
4 |
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class |
4 |
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
4 |
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
4 |
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES |
4 |
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
4 |
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund |
4 |
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
4 |
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
4 |
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
4 |
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
4 |
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
4 |
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
4 |
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
4 |
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
4 |
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
4 |
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
4 |
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF |
4 |
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
4 |
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
4 |
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
4 |
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
4 |
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
4 |
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
4 |
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
4 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
4 |
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
4 |
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
4 |
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
4 |
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
4 |
Harbor Investment Advisory, Llc |
4 |
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
4 |
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
4 |
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
4 |
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
4 |
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
4 |
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
4 |
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
4 |
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
4 |
Tfo-tdc, Llc |
4 |
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
4 |
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
4 |
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
4 |
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
4 |
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
4 |
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
4 |
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
4 |
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
4 |
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
4 |
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
4 |
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL |
4 |
VCSMX - VALIC Co I - Small Cap Fund |
4 |
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
4 |
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
4 |
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
4 |
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
4 |
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
4 |
VCCBX - VALIC Co II - Core Bond Fund |
4 |
VCSBX - VALIC Co II - Strategic Bond Fund |
4 |
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
4 |
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
4 |
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
4 |
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
4 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
4 |
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
4 |
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
4 |
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF |
4 |
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
4 |
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
4 |
Illinois Municipal Retirement Fund |
4 |
Banque Cantonale Vaudoise |
4 |
Keebeck Alpha, LP |
4 |
Pinz Capital Management, LP |
4 |
Invenomic Capital Management LP |
4 |
Ethic Inc. |
4 |
Cinctive Capital Management LP |
4 |
Mirabella Financial Services Llp |
4 |
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF |
4 |
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
4 |
Northern Trust Co Of Connecticut |
4 |
Eudaimonia Partners, LLC |
4 |
Symphony Financial, Ltd. Co. |
4 |
PGVFX - FORUM FUNDS - Polaris Global Value Fund |
4 |
JustInvest LLC |
4 |
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund |
4 |
Rsm Us Wealth Management Llc |
4 |
Disciplined Investments, LLC |
4 |
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class |
4 |
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class |
4 |
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
4 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
4 |
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
4 |
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
4 |
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I |
4 |
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
4 |
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
4 |
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
4 |
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
4 |
Advanced Investment Partners, LLC |
4 |
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
4 |
Agf Management Ltd |
4 |
Cordant, Inc. |
4 |
Six Circles Trust - Six Circles Credit Opportunities Fund |
4 |
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
4 |
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
4 |
Hemington Wealth Management |
4 |
Wipfli Financial Advisors Llc, |
4 |
IAG Wealth Partners, LLC |
4 |
Alpha Paradigm Partners, LLC |
4 |
Alpha DNA Investment Management LLC |
4 |
Standard Family Office LLC |
4 |
Coppell Advisory Solutions LLC |
4 |
Humankind Benefit Corp - Humankind US Stock ETF |
4 |
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
4 |
Shay Capital LLC |
4 |
Guardian Wealth Advisors, LLC |
4 |
Continuum Advisory, LLC |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class |
4 |
Counterpoint Mutual Funds LLC |
4 |
Cowen Prime Advisors LLC |
4 |
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares |
4 |
Accurate Wealth Management, LLC |
4 |
Activest Wealth Management |
4 |
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
4 |
Bell Investment Advisors, Inc |
4 |
Schubert & Co |
4 |
Guggenheim Active Allocation Fund |
4 |
Claris Advisors, Llc / Mo / |
4 |
Yousif Capital Management, Llc |
4 |
Harbor Capital Advisors, Inc. |
4 |
Cassady Schiller Wealth Management, LLC |
4 |
CoreCap Advisors, LLC |
4 |
Snowden Capital Advisors LLC |
4 |
Delphia (USA) Inc. |
4 |
HB Wealth Management, LLC |
4 |
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares |
4 |
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
4 |
Amalgamated Financial Corp. |
4 |
Vise Technologies, Inc. |
4 |
DAACX - Adviser Managed Trust - Diversified Equity Fund |
4 |
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
4 |
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
4 |
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
4 |
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF |
4 |
Advisor Partners Ii, Llc |
4 |
Brewin Dolphin Ltd |
4 |
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF |
4 |
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
4 |
ISAM Funds (UK) Ltd |
4 |
Cornerstone Planning Group LLC |
4 |
Numerai GP LLC |
4 |
Mill Creek Capital Advisors, LLC |
4 |
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
4 |
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
4 |
STXK - EA Series Trust - Strive Small-Cap ETF |
4 |
Nebula Research & Development LLC |
4 |
Nbc Securities, Inc. |
4 |
Envestnet Portfolio Solutions, Inc. |
4 |
Twin Peaks Wealth Advisors, LLC |
4 |
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
4 |
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
4 |
Gilliland Jeter Wealth Management LLC |
4 |
DiNuzzo Private Wealth, Inc. |
4 |
Sachetta, LLC |
4 |
Skopos Labs, Inc. |
4 |
Scientech Research LLC |
4 |
Susquehanna Portfolio Strategies, LLC |
4 |
EntryPoint Capital, LLC |
4 |
Entropy Technologies, LP |
4 |
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA |
4 |
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
4 |
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
4 |
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF |
4 |
Azzad Asset Management Inc /adv |
4 |
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
4 |
Global Financial Private Client, LLC |
4 |
Cromwell Holdings LLC |
4 |
Kestra Investment Management, LLC |
4 |
Aster Capital Management (DIFC) Ltd |
4 |
Rialto Wealth Management, LLC |
4 |
Parkworth Wealth Management, Inc. |
4 |
Jain Global LLC |
4 |
Universal- Beteiligungs- und Servicegesellschaft mbH |
4 |
Kilter Group LLC |
4 |
HFM Investment Advisors, LLC |
4 |
Caxton Associates Llp |
4 |
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
4 |
Glenmede Investment Management, LP |
4 |
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
4 |
QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
4 |
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
4 |
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
4 |
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
3 |
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
3 |
Spring Creek Capital Llc |
3 |
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
3 |
Mfs Multimarket Income Trust |
3 |
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
3 |
Mfs Intermediate Income Trust |
3 |
Friess Associates Llc |
3 |
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund |
3 |
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class |
3 |
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
3 |
AHIVX - American Century Investment Trust - High Income Fund Investor Class |
3 |
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
3 |
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
3 |
WealthCollab, LLC |
3 |
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
3 |
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
3 |
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV |
3 |
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A |
3 |
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
3 |
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
3 |
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
3 |
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
3 |
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund |
3 |
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares |
3 |
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
3 |
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
3 |
Blackrock Multi-sector Income Trust |
3 |
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF |
3 |
Oliver Lagore Vanvalin Investment Group |
3 |
IWB - iSHARES TRUST - iShares Russell 1000 ETF |
3 |
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
3 |
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
3 |
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
3 |
NN Investment Partners Holdings N.V. |
3 |
Perritt Capital Management Inc |
3 |
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
3 |
SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
3 |
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
3 |
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
3 |
Simplicity Wealth,LLC |
3 |
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
3 |
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
3 |
Daiwa SB Investments Ltd. |
3 |
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
3 |
Prudential Plc |
3 |
Founders Capital Management |
3 |
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class |
3 |
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
3 |
Stoneridge Investment Partners Llc |
3 |
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
3 |
Motco |
3 |
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
3 |
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
3 |
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
3 |
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
3 |
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
3 |
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
3 |
American Capital Advisory, LLC |
3 |
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
3 |
Concurrent Investment Advisors, LLC |
3 |
Kovitz Investment Group Partners, LLC |
3 |
Byrne Asset Management LLC |
3 |
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
3 |
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
3 |
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
3 |
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
3 |
Westside Investment Management, Inc. |
3 |
Forum Financial Management, LP |
3 |
WealthTrust Axiom LLC |
3 |
King Luther Capital Management Corp |
3 |
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
3 |
Copeland Capital Management, LLC |
3 |
Calamos Global Dynamic Income Fund |
3 |
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
3 |
Calamos Global Total Return Fund |
3 |
Lenox Wealth Advisors, LLC |
3 |
Calamos Strategic Total Return Fund |
3 |
Raleigh Capital Management Inc. |
3 |
Sterling Investment Advisors, Ltd. |
3 |
Zullo Investment Group, Inc. |
3 |
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
3 |
Achmea Investment Management B.V. |
3 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
3 |
Elequin Capital Lp |
3 |
Mosaic Family Wealth, LLC |
3 |
CenterBook Partners LP |
3 |
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A |
3 |
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A |
3 |
Industrial Alliance Investment Management Inc. |
3 |
Confluence Wealth Services, Inc. |
3 |
Buckingham Strategic Partners |
3 |
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
3 |
Shinko Asset Management Co., Ltd. |
3 |
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
3 |
NorthCrest Asset Manangement, LLC |
3 |
Stonebridge Capital Advisors LLC |
3 |
Sculptor Capital LP |
3 |
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N |
3 |
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
3 |
Ameritas Advisory Services, LLC |
3 |
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
3 |
Washington Trust Bank |
3 |
ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
3 |
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
3 |
Desjardins Global Asset Management Inc. |
3 |
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
3 |
BNP Paribas Investment Partners S.A. |
3 |
Spot Trading L.l.c. |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
3 |
USVT - Ultimus Managers Trust - US VALUE ETF |
3 |
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
3 |
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
3 |
Oak Thistle LLC |
3 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
3 |
Northern Capital Management Llc |
3 |
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
3 |
Wunderlich Securities, Inc. |
3 |
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A |
3 |
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
3 |
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
3 |
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative |
3 |
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
3 |
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
3 |
Schwartz Investment Counsel Inc |
3 |
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
3 |
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
3 |
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
3 |
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
3 |
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
3 |
MML Series Investment Fund II - MML Equity Fund Initial Class |
3 |
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A |
3 |
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
3 |
STFBX - Advisers Investment Trust - State Farm Balanced Fund |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
3 |
Korea Investment CORP |
3 |
Principia Wealth Advisory, LLC |
3 |
Net Worth Advisory Group |
3 |
Smith Asset Management Group Lp |
3 |
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
3 |
Pendal Group Ltd |
3 |
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
3 |
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
3 |
Integral Derivatives, LLC |
3 |
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
3 |
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
3 |
FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
3 |
Regentatlantic Capital Llc |
3 |
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
3 |
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class |
3 |
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
3 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
3 |
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
3 |
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
3 |
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
3 |
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
3 |
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares |
3 |
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
3 |
Ahrens Investment Partners LLC |
3 |
LBA Wealth Management, LLC |
3 |
GABELLI & Co INVESTMENT ADVISERS, INC. |
3 |
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
3 |
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
3 |
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
3 |
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
3 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
3 |
FourThought Financial, LLC |
3 |
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
3 |
CHICAGO TRUST Co NA |
3 |
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF |
3 |
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 |
3 |
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
3 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
3 |
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
3 |
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
3 |
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity |
3 |
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF |
3 |
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity |
3 |
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
3 |
Mark Sheptoff Financial Planning, Llc |
3 |
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity |
3 |
EBI - RBB Fund Trust - Longview Advantage ETF |
3 |
Newbridge Financial Services Group, Inc. |
3 |
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
3 |
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
3 |
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
3 |
Bogart Wealth, LLC |
3 |
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
3 |
Pinnacle Financial Partners Inc |
3 |
Institutional & Family Asset Management, Llc |
3 |
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
3 |
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
3 |
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
3 |
CBRDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Responsible Credit Fund - Institutional Class Shares |
3 |
Robeco Schweiz AG |
3 |
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF |
3 |
VVMCX - VALIC Co I - Mid Cap Value Fund |
3 |
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
3 |
Sanctuary Advisors, LLC |
3 |
VCBDX - VALIC Co I - Core Bond Fund |
3 |
Capstone Series Fund Inc |
3 |
Sanctuary Wealth Advisors, LLC |
3 |
EHLS - Tidal Trust II - Even Herd Long Short ETF |
3 |
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional |
3 |
Claraphi Advisory Network, LLC |
3 |
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
3 |
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
3 |
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A |
3 |
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
3 |
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
3 |
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares |
3 |
D'Orazio & Associates, Inc. |
3 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares |
3 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
3 |
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
3 |
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
3 |
Squar Milner Financial Services Llc |
3 |
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class |
3 |
DnB Asset Management AS |
3 |
ARS Investment Partners, LLC |
3 |
DDD Partners, LLC |
3 |
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
3 |
Achievement Holdings L.P. |
3 |
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I |
3 |
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS |
3 |
Westwood Holdings Group Inc |
3 |
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
3 |
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
3 |
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF |
3 |
Hennion & Walsh Asset Management, Inc. |
3 |
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
3 |
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
3 |
Pallas Capital Advisors LLC |
3 |
Redwood Investment Management, Llc |
3 |
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
3 |
Mutual Advisors, LLC |
3 |
Alphagen Securities Llc |
3 |
TradeLink Capital LLC |
3 |
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
3 |
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I |
3 |
TOWTX - MSS Series Trust - Towpath Technology Fund Institutional Share Class |
3 |
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
3 |
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
3 |
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF |
3 |
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
3 |
Northwest & Ethical Investments L.P. |
3 |
Thomas White International Ltd |
3 |
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I |
3 |
Pax World Management Llc |
3 |
Meiji Yasuda Life Insurance Co |
3 |
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
3 |
Ashton Thomas Securities, Llc |
3 |
Investors Research Corp |
3 |
Aevitas Wealth Management, Inc. |
3 |
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
3 |
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio |
3 |
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
3 |
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
3 |
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
3 |
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
3 |
Truewealth Llc |
3 |
Watershed Asset Management, L.L.C. |
3 |
Merit Financial Group, LLC |
3 |
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
3 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
3 |
RMB Capital Management, LLC |
3 |
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
3 |
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
3 |
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P |
3 |
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H |
3 |
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H |
3 |
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional |
3 |
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
3 |
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
3 |
Cullen Capital Management, LLC |
3 |
Athanor Capital, Lp |
3 |
Nissay Asset Management Corp /japan/ /adv |
3 |
Sound Income Strategies, LLC |
3 |
NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
3 |
NOMIX - Northern Funds - Northern Mid Cap Index Fund |
3 |
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
3 |
ZPR Investment Management |
3 |
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF |
3 |
Measured Wealth Private Client Group, LLC |
3 |
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF |
3 |
Robbins Farley Llc |
3 |
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class |
3 |
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
3 |
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund |
3 |
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
3 |
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
3 |
Glen Eagle Advisors, LLC |
3 |
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
3 |
Andra AP-fonden |
3 |
NinePointTwo Capital |
3 |
Lighthouse Investment Partners, LLC |
3 |
Force Hill Capital Management LP |
3 |
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A |
3 |
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A |
3 |
Acorn Wealth Advisors, LLC |
3 |
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A |
3 |
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class |
3 |
Menora Mivtachim Holdings Ltd. |
3 |
DC Investments Management, LLC |
3 |
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
3 |
Global X Japan Co., Ltd. |
3 |
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
3 |
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
3 |
SummerHaven Investment Management, LLC |
3 |
We Are One Seven, LLC |
3 |
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
3 |
CNB Bank |
3 |
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A |
3 |
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
3 |
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
3 |
Old Second National Bank Of Aurora |
3 |
Paulson Wealth Management Inc. |
3 |
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S |
3 |
Cookson Peirce & Co Inc |
3 |
G2 Investment Partners Management LLC |
3 |
Abacus Planning Group, Inc. |
3 |
Vontobel Holding Ltd. |
3 |
Inspire Advisors, LLC |
3 |
Centerpoint Advisors, LLC |
3 |
Alaska Permanent Fund Corp |
3 |
Arden Investment Series Trust |
3 |
Matrix Trust Co |
3 |
McIlrath & Eck, LLC |
3 |
Arden Trust Co |
3 |
Inscription Capital, LLC |
3 |
Coastal Investment Advisors, Inc. |
3 |
Vantage Consulting Group Inc |
3 |
Railway Pension Investments Ltd |
3 |
WealthStone, Inc. |
3 |
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
3 |
Prescott Group Capital Management, L.l.c. |
3 |
Emerald Investment Partners, Llc |
3 |
Everence Capital Management Inc |
3 |
Kore Private Wealth LLC |
3 |
Liberty Wealth Management Llc |
3 |
Princeton Global Asset Management LLC |
3 |
Zeke Capital Advisors, Llc |
3 |
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF |
3 |
Acuitas Investments, LLC |
3 |
Mn Services Vermogensbeheer B.V. |
3 |
Wealthfront Advisers Llc |
3 |
GPS Wealth Strategies Group, LLC |
3 |
Pensionmark Financial Group, Llc |
3 |
Maryland State Retirement & Pension System |
3 |
Mizuho Asset Management Co.,Ltd. |
3 |
Salomon & Ludwin, LLC |
3 |
Thurston, Springer, Miller, Herd & Titak, Inc. |
3 |
Aaron Wealth Advisors LLC |
3 |
City National Bank |
3 |
First Pacific Advisors, LP |
3 |
Semmax Financial Advisors Inc. |
3 |
Magnus Financial Group LLC |
3 |
Mork Capital Management, LLC |
3 |
Edmond De Rothschild Holding S.a. |
3 |
Thoroughbred Financial Services, Llc |
3 |
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
3 |
Invesco Bond Fund |
3 |
Zions Bancorporation, N.A. |
3 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
3 |
Moisand Fitzgerald Tamayo, LLC |
3 |
Riverview Trust Co |
3 |
Mount Yale Investment Advisors, LLC |
3 |
Semanteon Capital Management, LP |
3 |
CX Institutional |
3 |
Acima Private Wealth, Llc |
3 |
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
3 |
BerganKDV Wealth Management, LLC |
3 |
NJ State Employees Deferred Compensation Plan |
3 |
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class |
3 |
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
3 |
Enlightenment Research, LLC |
3 |
Nkcfo Llc |
3 |
LRI Investments, LLC |
3 |
NatWest Group plc |
3 |
Impax Asset Management Group plc |
3 |
Reilly Financial Advisors, Llc |
3 |
Andesa Financial Management Inc. |
3 |
Swedbank AB |
3 |
Foundations Investment Advisors, LLC |
3 |
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
3 |
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y |
3 |
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
3 |
Brookstone Capital Management |
3 |
First Wilshire Securities Management Inc |
3 |
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
3 |
Tlp Group Llc |
3 |
Greenhaven Associates Inc |
3 |
Croft-leominster Inc |
3 |
Ausdal Financial Partners, Inc. |
3 |
TFC Financial Management |
3 |
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund |
3 |
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
3 |
Baird Robert W & Co Inc /wi/ |
3 |
Oliver Luxxe Assets LLC |
3 |
Fulton Bank, N.a. |
3 |
111 Capital |
3 |
Chai Trust Co Llc |
3 |
Artisan Partners Holdings Lp |
3 |
Global X Management CO LLC |
3 |
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
3 |
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
3 |
TRUE Private Wealth Advisors |
3 |
Winchester Group Inc. |
3 |
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
3 |
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
3 |
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
3 |
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
3 |
BRAGG CAPITAL TRUST - Queens Road Small Cap Value Fund |
3 |
WESPAC Advisors SoCal, LLC |
3 |
New Age Alpha Funds Trust - NAA Opportunity Fund Class C |
3 |
Foresters Investment Management Company, Inc. |
3 |
Whitebox Advisors Llc |
3 |
SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
3 |
Meitav Dash Investments Ltd |
3 |
Alpine Associates Management Inc. |
3 |
Toth Financial Advisory Corp |
3 |
Wetzel Investment Advisors, Inc. |
3 |
NSBDX - NORTHERN LIGHTS FUND TRUST II - North Star Bond Fund Class I Shares |
3 |
Dynamic Technology Lab Pte Ltd |
3 |
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF |
3 |
Fjarde Ap-fonden /fourth Swedish National Pension Fund |
3 |
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
3 |
Aristides Capital LLC |
3 |
Gulf International Bank (UK) Ltd |
3 |
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
3 |
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
3 |
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
3 |
Wbi Investments, Inc. |
3 |
CenturyLink Investment Management Co |
3 |
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
3 |
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
3 |
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
3 |
Kornitzer Capital Management Inc /ks |
3 |
Affinity Investment Advisors, Llc |
3 |
Smith, Salley & Associates |
3 |
Qs Batterymarch Financial Management, Inc |
3 |
Glg Llc |
3 |
Potomac Capital Management, Inc. |
3 |
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
3 |
Clark Capital Management Group, Inc. |
3 |
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
3 |
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
3 |
Lecap Asset Management Ltd |
3 |
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
3 |
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund |
3 |
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
3 |
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares |
3 |
First Financial Corp /in/ |
3 |
Warren Averett Asset Management, LLC |
3 |
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF |
3 |
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
3 |
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
3 |
New Age Alpha Advisors, LLC |
3 |
Scopus Asset Management, L.p. |
3 |
Richard Bernstein Advisors LLC |
3 |
Balentine LLC |
3 |
Meiji Yasuda Asset Management Co Ltd. |
3 |
Sensato Investors LLC |
3 |
Third Avenue Management Llc |
3 |
FundVantage Trust - Verplanck Balanced Fund |
3 |
Raymond James Trust N.a. |
3 |
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
3 |
Logan Capital Management Inc |
3 |
First National Bank Of Omaha |
3 |
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
3 |
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
3 |
Daiwa Capital Markets America Inc. |
3 |
Glg Inc. |
3 |
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
3 |
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
3 |
Winton Capital Management Ltd |
3 |
Brighton Jones Llc |
3 |
HighPoint Advisor Group LLC |
3 |
Turtle Creek Wealth Advisors, LLC |
3 |
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
3 |
Diversified Trust Co |
3 |
Wilen Investment Management Corp. |
3 |
Blackrock Debt Strategies Fund, Inc. |
3 |
Blackrock Core Bond Trust |
3 |
State of New Jersey Common Pension Fund A |
3 |
Blackrock Ltd Duration Income Trust |
3 |
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
3 |
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
3 |
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
3 |
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
3 |
Calamos Long/Short Equity & Dynamic Income Trust |
3 |
BI Asset Management Fondsmaeglerselskab A/S |
3 |
Fisher Asset Management, LLC |
3 |
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
3 |
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
3 |
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
3 |
RiverFront Investment Group, LLC |
3 |
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class |
3 |
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
3 |
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF |
3 |
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
3 |
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund |
3 |
Morgan Dempsey Capital Management Llc |
3 |
Angelo Gordon & Co., L.p. |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y |
3 |
BBT Capital Management, LLC |
3 |
Transcend Wealth Collective, Llc |
3 |
Hilltop Holdings Inc. |
3 |
CVA Family Office, LLC |
3 |
Macroview Investment Management Llc |
3 |
Lionsbridge Wealth Management LLC |
3 |
Deseret Mutual Benefit Administrators |
3 |
Delphi Private Advisors LLC |
3 |
Carolinas Wealth Consulting Llc |
3 |
Natixis Investment Managers International |
3 |
Keebeck Wealth Management, LLC |
3 |
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
3 |
CTC Alternative Strategies, Ltd. |
3 |
Chicago Partners Investment Group LLC |
3 |
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
3 |
Longview Partners (Guernsey) LTD |
3 |
Gyon Technologies Capital Management, LP |
3 |
QCM Cayman, Ltd. |
3 |
Partnervest Advisory Services LLC |
3 |
Americana Partners, LLC |
3 |
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
3 |
Lloyd Advisory Services, LLC. |
3 |
Lingohr & Partner Asset Management GmbH |
3 |
CBIZ Investment Advisory Services, LLC |
3 |
Key FInancial Inc |
3 |
Burney Co/ |
3 |
Islay Capital Management, Llc |
3 |
Spdr S&p Midcap 400 Etf Trust |
3 |
Malaga Cove Capital, LLC |
3 |
Integrated Advisors Network LLC |
3 |
Ariel Investments, Llc |
3 |
Atticus Wealth Management, Llc |
3 |
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
3 |
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
3 |
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
3 |
Paradigm Capital Management Inc/ny |
3 |
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
3 |
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
3 |
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
3 |
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
3 |
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
3 |
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
3 |
Polaris Wealth Advisory Group, LLC |
3 |
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
3 |
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
3 |
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
3 |
IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF |
3 |
Dai-ichi Life Holdings, Inc. |
3 |
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF |
3 |
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
3 |
Tredje AP-fonden |
3 |
University Of Texas/texas Am Investment Managment Co |
3 |
Breton Hill Capital Ltd. |
3 |
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
3 |
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF |
3 |
Gargoyle Investment Advisor L.L.C. |
3 |
Wilmington Trust, National Association |
3 |
Frazier Financial Advisors, LLC |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
3 |
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
3 |
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
3 |
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
3 |
Wilmington Funds Management Corp |
3 |
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
3 |
Gilder Gagnon Howe & Co Llc |
3 |
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
3 |
361 Capital Llc |
3 |
Valley National Advisers Inc |
3 |
Duncker Streett & Co Inc |
3 |
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
3 |
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
3 |
Stux Capital Management, LLC |
3 |
SOUTH STATE Corp |
3 |
Associated Banc-corp |
3 |
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
3 |
URTH - iShares, Inc. - iShares MSCI World ETF |
3 |
Well Done, LLC |
3 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
3 |
Eventide Asset Management, Llc |
3 |
Cramer Rosenthal Mcglynn Llc |
3 |
Zions Bancorporation |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio |
3 |
Origin Asset Management LLP |
3 |
Winfield Associates, Inc. |
3 |
Hartford Series Fund Inc |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
3 |
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A |
3 |
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
3 |
Fieldview Capital Management, LLC |
3 |
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
3 |
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A |
3 |
River & Mercantile Asset Management Llp |
3 |
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
3 |
VMCVX - VALIC Co II - Mid Cap Value Fund |
3 |
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
3 |
Jacobi Capital Management LLC |
3 |
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
3 |
Kepos Capital LP |
3 |
Bayforest Capital Ltd |
3 |
Dubuque Bank & Trust Co |
3 |
Paragon Capital Management Ltd |
3 |
GW&K Investment Management, LLC |
3 |
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
3 |
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
3 |
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
3 |
Gladius Capital Management LP |
3 |
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
3 |
Northwestern Mutual Investment Management Company, Llc |
3 |
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
3 |
Ssi Investment Management Llc |
3 |
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
3 |
Bruce G. Allen Investments, LLC |
3 |
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
3 |
First Bank & Trust |
3 |
Valued Wealth Advisors LLC |
3 |
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
3 |
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
3 |
Simon Quick Advisors, Llc |
3 |
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
3 |
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
3 |
DRW Securities, LLC |
3 |
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
3 |
Teton Westwood Funds |
3 |
Anchor Investment Management, LLC |
3 |
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
3 |
Lapides Asset Management, LLC |
3 |
BUXX - EA Series Trust - Strive Enhanced Income Short Maturity ETF |
3 |
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
3 |
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF |
3 |
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
3 |
VMIDX - VALIC Co I - Mid Cap Index Fund |
3 |
VCGAX - VALIC Co I - Growth & Income Fund |
3 |
Mascoma Wealth Management LLC |
3 |
VBCVX - VALIC Co I - Systematic Value Fund |
3 |
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares |
3 |
VCBCX - VALIC Co I - Blue Chip Growth Fund |
3 |
Nuveen S&p 500 Dynamic Overwrite Fund |
3 |
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
3 |
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
3 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
3 |
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
3 |
Westfield Capital Management Co Lp |
3 |
Atlantic Investment Management Inc |
3 |
Syon Capital Llc |
3 |
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF |
3 |
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
3 |
Arlington Trust Co LLC |
3 |
Chase Investment Counsel Corp |
3 |
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
3 |
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
3 |
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
3 |
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL |
3 |
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
3 |
Cape Investment Advisory, Inc. |
3 |
Luminus Management Llc |
3 |
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
3 |
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
3 |
Fiera Capital Corp |
3 |
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
3 |
Interval Partners, LP |
3 |
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
3 |
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
3 |
Scoria Capital Partners LP |
3 |
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund |
3 |
Farringdon Capital, Ltd. |
3 |
Royal London Asset Management Ltd |
3 |
Transce3nd, LLC |
3 |
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
3 |
Tsfg, Llc |
3 |
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
3 |
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
3 |
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
3 |
TIMOTHY PLAN - Timothy Strategic Variable |
3 |
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
3 |
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
3 |
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A |
3 |
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
3 |
Hm Payson & Co |
3 |
Colony Group Llc |
3 |
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
3 |
Janney Capital Management LLC |
3 |
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
3 |
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
3 |
Ada Investment Management, LP |
3 |
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
3 |
Integrated Quantitative Investments LLC |
3 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
3 |
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
3 |
UniSuper Management Pty Ltd |
3 |
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
3 |
Resona Asset Management Co.,Ltd. |
3 |
Sumitomo Mitsui DS Asset Management Company, Ltd |
3 |
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I |
3 |
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
3 |
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
3 |
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
3 |
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
3 |
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
3 |
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
3 |
Gts Securities Llc |
3 |
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
3 |
Yorktown Management & Research Co Inc |
3 |
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A |
3 |
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R |
3 |
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
3 |
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
3 |
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I |
3 |
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF |
3 |
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class |
3 |
iA Global Asset Management Inc. |
3 |
Hexavest Inc. |
3 |
HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
3 |
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF |
3 |
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF |
3 |
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF |
3 |
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF |
3 |
UMPIX - Profunds - Ultramid-cap Profund Investor Class |
3 |
FNY Partners Fund LP |
3 |
MLPIX - Profunds - Mid-cap Value Profund Investor Class |
3 |
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
3 |
Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
3 |
Impact Partnership Wealth, LLC |
3 |
MDPIX - Profunds - Mid-cap Profund Investor Class |
3 |
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
3 |
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF |
3 |
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF |
3 |
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
3 |
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
3 |
Atomi Financial Group, Inc. |
3 |
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
3 |
Peapack Gladstone Financial Corp |
3 |
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I |
3 |
Gateway Investment Advisers Llc |
3 |
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
3 |
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
3 |
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
3 |
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
3 |
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A |
3 |
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
3 |
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
3 |
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 |
3 |
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
3 |
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A |
3 |
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
3 |
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
3 |
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
3 |
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
3 |
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
3 |
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
3 |
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
3 |
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
3 |
Optimum Investment Advisors |
3 |
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
3 |
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A |
3 |
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
3 |
Millstone Evans Group, LLC |
3 |
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares |
3 |
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
3 |
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
3 |
Glenview Trust Co |
3 |
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF |
3 |
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
3 |
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
3 |
First Capital Advisors Group, LLC. |
3 |
MERVX - MERGER FUND VL - The Merger Fund VL |
3 |
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
3 |
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
3 |
Ikos Cif Ltd |
3 |
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
3 |
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
3 |
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
3 |
Monroe Bank & Trust/mi |
3 |
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
3 |
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
3 |
Kettle Hill Capital Management, Llc |
3 |
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
3 |
Fosun International Ltd |
3 |
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
3 |
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
3 |
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
3 |
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
3 |
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
3 |
Allstate Corp |
3 |
Endurance Wealth Management, Inc. |
3 |
Lyrical Asset Management Lp |
3 |
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
3 |
MU Investments Co., Ltd. |
3 |
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
3 |
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
3 |
Ogorek Anthony Joseph /ny/ /adv |
3 |
Aviva Plc |
3 |
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
3 |
CSat Investment Advisory, L.P. |
3 |
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
3 |
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
3 |
Harvest Management Llc |
3 |
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF |
3 |
Montecito Bank & Trust |
3 |
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF |
3 |
Polar Capital LLP |
3 |
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
3 |
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
3 |
Delta Asset Management Llc/tn |
3 |
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
3 |
Shine Investment Advisory Services Inc |
3 |
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF |
3 |
Flinton Capital Management LLC |
3 |
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
3 |
Creekmur Asset Management LLC |
3 |
Snow Capital Management Lp |
3 |
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
3 |
Tucker Asset Management Llc |
3 |
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A |
3 |
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
3 |
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A |
3 |
TimesSquare Capital Management, LLC |
3 |
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
3 |
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
3 |
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
3 |
Nilsine Partners, LLC |
3 |
Fred Alger Management, Llc |
3 |
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
3 |
Fifth Third Wealth Advisors LLC |
3 |
Jaffetilchin Investment Partners, LLC |
3 |
Maven Securities LTD |
3 |
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
3 |
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
3 |
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
3 |
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
3 |
Hughes Financial Services, LLC |
3 |
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
3 |
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
3 |
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
3 |
Fort, L.p. |
3 |
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund |
3 |
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF |
3 |
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund |
3 |
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
3 |
Dynamic Capital Management Ltd |
3 |
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund |
3 |
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
3 |
High Pointe Capital Management Llc |
3 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
3 |
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
3 |
Empirical Finance, LLC |
3 |
Forward Management, LLC |
3 |
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
3 |
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
3 |
Osborn Rohs Williams & Donohoe Ltd |
3 |
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF |
3 |
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
3 |
JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF |
3 |
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
3 |
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
3 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
3 |
Levin Capital Strategies, L.p. |
3 |
Authentikos Wealth Advisory, LLC |
3 |
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
3 |
STXV - EA Series Trust - Strive 1000 Value ETF |
3 |
Transamerica Financial Advisors, Inc. |
3 |
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF |
3 |
PGGM Investments |
3 |
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
3 |
Putnam ETF Trust - Putnam ESG Ultra Short ETF - |
3 |
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
3 |
Royce Micro-cap Trust, Inc /md/ |
3 |
Acrisure Capital Management, LLC |
3 |
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF |
3 |
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF |
3 |
Whipplewood Advisors, LLC |
3 |
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
3 |
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
3 |
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF |
3 |
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
3 |
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
3 |
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
3 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
3 |
Van Den Berg Management I, Inc |
3 |
Point View Wealth Management, Inc. |
3 |
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
3 |
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
3 |
Ballentine Partners, LLC |
3 |
Oakbrook Investments Llc |
3 |
ID Management A/S |
3 |
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
3 |
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
3 |
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
3 |
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
3 |
Lee Financial Co |
3 |
Walthausen & Co., LLC |
3 |
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
3 |
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail |
3 |
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class |
3 |
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class |
3 |
Fondren Management LP |
3 |
Wilmington Trust Co |
3 |
Cooke & Bieler Lp |
3 |
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
3 |
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
3 |
Invictus RG Pte. Ltd. |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
3 |
Polaris Capital Management, LLC |
3 |
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A |
3 |
ACK Asset Management LLC |
3 |
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
3 |
Curian Capital Llc |
3 |
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
3 |
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
3 |
Bragg Financial Advisors, Inc |
3 |
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
3 |
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
3 |
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
3 |
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
3 |
Twin Capital Management Inc |
3 |
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A |
3 |
Strategic Investment Solutions, Inc. /IL |
3 |
Loews Corp |
3 |
Point72 Europe (London) LLP |
3 |
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
3 |
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class |
3 |
Edge Asset Management, Inc |
3 |
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I |
3 |
HOMPX - HOTCHKIS & WILEY FUNDS /DE/ - HW Opportunities MP Fund |
3 |
Dai-Ichi Life Insurance Company, Ltd |
3 |
Dana Investment Advisors, Inc. |
3 |
Park Place Capital Corp |
3 |
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I |
3 |
Perpetual Ltd |
3 |
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
3 |
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
3 |
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
3 |
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
3 |
Institute for Wealth Management, LLC. |
3 |
Level Four Advisory Services, Llc |
3 |
Global X Funds |
3 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
3 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
3 |
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
3 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
3 |
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
3 |
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
3 |
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF |
3 |
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
3 |
Profunds - Profund Vp Ultramid-cap |
3 |
Glen Harbor Capital Management LLC |
3 |
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund |
3 |
Profunds - Profund Vp Small-cap Value |
3 |
Profunds - Profund Vp Mid-cap Value |
3 |
Lloyds Banking Group plc |
3 |
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
3 |
OAIEX - Optimum Fund Trust - Optimum International Fund Class A |
3 |
AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
3 |
Moran Wealth Management, LLC |
3 |
22nw, Lp |
3 |
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares |
3 |
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
3 |
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
3 |
Columbia Partners L L C Investment Management |
3 |
Rafferty Asset Management, LLC |
3 |
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF |
3 |
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
3 |
Qsemble Capital Management, LP |
3 |
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
3 |
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
3 |
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
3 |
Bleakley Financial Group, LLC |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
3 |
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
3 |
Citizens Financial Group Inc/ri |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
3 |
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A |
3 |
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
3 |
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
3 |
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
3 |
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
3 |
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
3 |
RFP Financial Group LLC |
3 |
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
3 |
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
3 |
R&F Capital Advisors LP |
3 |
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund |
3 |
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
3 |
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
3 |
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
3 |
Oppenheimer Quest For Value Funds |
3 |
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund |
3 |
Capula Management Ltd |
3 |
Stephens Consulting, LLC |
3 |
Kapitalo Investimentos Ltda |
3 |
Bp Plc |
3 |
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF |
3 |
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
3 |
GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
3 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
3 |
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
3 |
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
3 |
Colonial Trust Co / SC |
3 |
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
3 |
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
3 |
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
3 |
Financial Counselors Inc |
3 |
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
3 |
First Personal Financial Services |
3 |
PENN SERIES FUNDS INC - Small Cap Value Fund |
3 |
Citizens Business Bank |
3 |
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB |
3 |
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
3 |
FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund |
3 |
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
3 |
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
3 |
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
3 |
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
3 |
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
3 |
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
3 |
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class |
3 |
Jpmorgan Trust Iii |
3 |
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class |
3 |
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional |
3 |
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF |
3 |
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional |
3 |
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class |
3 |
ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
3 |
PIMCO FUNDS - PIMCO Low Duration Portfolio |
3 |
Crawford Investment Counsel Inc |
3 |
Coston, McIsaac & Partners |
3 |
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
3 |
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
3 |
Turner Investments, L.p. |
3 |
PIMCO FUNDS - PIMCO Short Asset Portfolio |
3 |
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
3 |
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
3 |