VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
17 |
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
13 |
Geode Capital Management, Llc |
13 |
Vanguard Group Inc |
12 |
Barclays Plc |
12 |
Morgan Stanley |
12 |
Renaissance Technologies Llc |
12 |
BlackRock, Inc. |
12 |
Advisor Group Holdings, Inc. |
12 |
Fmr Llc |
12 |
Citigroup Inc |
11 |
Goldman Sachs Group Inc |
11 |
Bank Of Montreal /can/ |
11 |
Northern Trust Corp |
11 |
Marshall Wace North America L.P. |
11 |
Jane Street Group, Llc |
11 |
Manufacturers Life Insurance Company, The |
11 |
IFP Advisors, Inc |
11 |
Squarepoint Ops LLC |
11 |
Wells Fargo & Company/mn |
11 |
Tower Research Capital LLC (TRC) |
11 |
Pnc Financial Services Group, Inc. |
11 |
Jpmorgan Chase & Co |
11 |
Creative Planning |
11 |
Deutsche Bank Ag\ |
11 |
Citadel Advisors Llc |
11 |
UBS Group AG |
11 |
Proequities, Inc. |
11 |
Bank Of America Corp /de/ |
11 |
Royal Bank Of Canada |
11 |
Susquehanna International Group, Llp |
11 |
Wellington Management Group Llp |
11 |
Millennium Management Llc |
11 |
New York State Common Retirement Fund |
10 |
Gsa Capital Partners Llp |
10 |
A.R.T. Advisors, LLC |
10 |
Thompson Davis & Co., Inc. |
10 |
Virtu Financial LLC |
10 |
Bank of New York Mellon Corp |
10 |
PDT Partners, LLC |
10 |
Two Sigma Investments, Lp |
10 |
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
10 |
Prelude Capital Management, Llc |
10 |
Us Bancorp \de\ |
10 |
Bnp Paribas Arbitrage, Sa |
10 |
BlackRock Institutional Trust Company, N.A. |
10 |
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
10 |
Legal & General Group Plc |
10 |
Invesco Ltd. |
10 |
Alliancebernstein L.p. |
10 |
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
10 |
Glenmede Trust Co Na |
10 |
Huntington National Bank |
10 |
Two Sigma Advisers, Lp |
10 |
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
10 |
Bessemer Group Inc |
10 |
Northwestern Mutual Wealth Management Co |
10 |
Sei Investments Co |
10 |
Ameriprise Financial Inc |
10 |
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
10 |
State Street Corp |
10 |
Advisory Services Network, LLC |
10 |
Credit Suisse Ag/ |
10 |
California Public Employees Retirement System |
10 |
NEXT Financial Group, Inc |
9 |
Hsbc Holdings Plc |
9 |
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
9 |
Wolverine Asset Management Llc |
9 |
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
9 |
Ubs Ag |
9 |
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
9 |
Ladenburg Thalmann Financial Services Inc |
9 |
Charles Schwab Investment Management Inc |
9 |
Jefferies Group LLC |
9 |
Baird Financial Group, Inc. |
9 |
Kcg Holdings, Inc. |
9 |
Price T Rowe Associates Inc /md/ |
9 |
Stifel Financial Corp |
9 |
Group One Trading, L.p. |
9 |
MetLife Securities, Inc |
9 |
Allianz Asset Management GmbH |
9 |
BlackRock Fund Advisors |
9 |
LPL Financial LLC |
9 |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
9 |
Quantbot Technologies LP |
9 |
Simplex Trading, Llc |
9 |
Marshall Wace, Llp |
9 |
Macquarie Group Ltd |
9 |
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
9 |
Aperio Group, LLC |
9 |
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
9 |
Suntrust Banks Inc |
9 |
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
9 |
Acrospire Investment Management LLC |
9 |
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
9 |
D. E. Shaw & Co., Inc. |
9 |
Nationwide Fund Advisors |
9 |
Lord, Abbett & Co. Llc |
9 |
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
9 |
Nomura Holdings Inc |
9 |
American International Group, Inc. |
9 |
Russell Investments Group, Ltd. |
9 |
Trexquant Investment LP |
9 |
Tiaa Cref Investment Management Llc |
9 |
BlackRock Group LTD |
9 |
Parametric Portfolio Associates Llc |
9 |
Russell Frank Co/ |
9 |
Nine Chapters Capital Management LLC |
9 |
Metropolitan Life Insurance Co/ny |
9 |
Teachers Advisors, Llc |
9 |
Wolverine Trading, Llc |
9 |
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
8 |
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
8 |
Swiss National Bank |
8 |
Prudential Financial Inc |
8 |
Acadian Asset Management Llc |
8 |
BlackRock Investment Management, LLC |
8 |
Enterprise Financial Services Corp |
8 |
PEAK6 Investments, L.P. |
8 |
Ameritas Investment Partners, Inc. |
8 |
Emerald Acquisition Ltd. |
8 |
O'shaughnessy Asset Management, Llc |
8 |
Nuveen Asset Management, LLC |
8 |
Tfs Capital Investment Trust |
8 |
Steward Partners Investment Advisory, Llc |
8 |
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
8 |
Norges Bank |
8 |
Guggenheim Capital Llc |
8 |
Point72 Hong Kong Ltd |
8 |
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
8 |
Fifth Third Bancorp |
8 |
California State Teachers Retirement System |
8 |
HighTower Advisors, LLC |
8 |
Neuberger Berman Group LLC |
8 |
State Board Of Administration Of Florida Retirement System |
8 |
Boothbay Fund Management, Llc |
8 |
King Luther Capital Management Corp |
8 |
Comerica Bank |
8 |
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
8 |
Engineers Gate Manager LP |
8 |
Mackenzie Financial Corp |
8 |
First Trust Advisors Lp |
8 |
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
8 |
Connor, Clark & Lunn Investment Management Ltd. |
8 |
KBC Group NV |
8 |
Driehaus Capital Management Llc |
8 |
First Mercantile Trust Co |
8 |
Cambridge Investment Research Advisors, Inc. |
8 |
BlackRock Advisors LLC |
8 |
Cutler Group LP |
8 |
Ubs Asset Management Americas Inc |
8 |
Envestnet Asset Management Inc |
8 |
Cubist Systematic Strategies, LLC |
8 |
D.a. Davidson & Co. |
8 |
Assetmark, Inc |
8 |
Rhumbline Advisers |
8 |
Ameritas Investment Corp |
8 |
Raymond James & Associates |
8 |
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
8 |
Cwm, Llc |
8 |
Jump Financial, LLC |
8 |
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
8 |
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
8 |
Advisor Group, Inc. |
8 |
Royce & Associates Lp |
8 |
Silvercrest Asset Management Group Llc |
8 |
Stevens Capital Management Lp |
8 |
College Retirement Equities Fund |
8 |
Walleye Trading LLC |
8 |
Oxford Asset Management Llp |
8 |
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
8 |
Private Advisor Group, LLC |
8 |
Quadrant Capital Group Llc |
8 |
American Portfolios Advisors |
8 |
Public Employees Retirement Association Of Colorado |
8 |
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
8 |
Gotham Asset Management, LLC |
8 |
Dimensional Fund Advisors Lp |
8 |
Caption Management, LLC |
8 |
Hudson Bay Capital Management LP |
8 |
RidgeWorth Capital Management LLC |
8 |
GAM Holding AG |
8 |
Paloma Partners Management Co |
8 |
Parallax Volatility Advisers, L.P. |
8 |
Great West Life Assurance Co /can/ |
8 |
Lazard Asset Management Llc |
8 |
Ancora Advisors, LLC |
7 |
Hrt Financial Lp |
7 |
Schonfeld Strategic Advisors LLC |
7 |
Rational Advisors Llc |
7 |
Parallel Advisors, LLC |
7 |
Alpine Global Management, LLC |
7 |
Putnam Investments Llc |
7 |
Baird Robert W & Co Inc /wi/ |
7 |
Eqis Capital Management, Inc. |
7 |
New England Securities Corp /MA/ |
7 |
CIBC Private Wealth Group, LLC |
7 |
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
7 |
Sowell Financial Services LLC |
7 |
Jacobs Levy Equity Management, Inc |
7 |
Ardsley Advisory Partners Lp |
7 |
Voya Investment Management Llc |
7 |
Brandywine Global Investment Management, LLC |
7 |
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
7 |
Allworth Financial LP |
7 |
1832 Asset Management L.P. |
7 |
San Francisco Sentry Investment Group (ca) |
7 |
SG Americas Securities, LLC |
7 |
Keybank National Association/oh |
7 |
Reilly Financial Advisors, Llc |
7 |
Verition Fund Management LLC |
7 |
Panagora Asset Management Inc |
7 |
Lombard Odier Asset Management (USA) Corp |
7 |
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
7 |
Axa S.a. |
7 |
Bokf, Na |
7 |
JustInvest LLC |
7 |
Northern Trust Co Of Connecticut |
7 |
NOSGX - Northern Funds - Northern Small Cap Value Fund |
7 |
Dynamic Technology Lab Private Ltd |
7 |
Point72 Asset Management, L.P. |
7 |
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
7 |
Penn Capital Management Co Inc |
7 |
ProShare Advisors LLC |
7 |
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
7 |
Nisa Investment Advisors, Llc |
7 |
Arrowstreet Capital, Limited Partnership |
7 |
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
7 |
Meeder Asset Management Inc |
7 |
Manatuck Hill Partners, LLC |
7 |
MAI Capital Management |
7 |
Integrated Wealth Management |
7 |
Global Retirement Partners, LLC |
7 |
Tudor Investment Corp Et Al |
7 |
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
7 |
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
7 |
Man Group plc |
7 |
Regions Financial Corp |
7 |
Zurcher Kantonalbank (Zurich Cantonalbank) |
7 |
M&t Bank Corp |
7 |
EAM Investors, LLC |
7 |
Thrivent Financial For Lutherans |
7 |
Signaturefd, Llc |
7 |
GWM Advisors LLC |
7 |
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
7 |
State Of Wisconsin Investment Board |
7 |
Raymond James Financial Inc |
7 |
Ubs Oconnor Llc |
7 |
PEAK6 Investments LLC |
7 |
Walleye Capital LLC |
7 |
Oppenheimer & Co Inc |
7 |
Victory Capital Management Inc |
7 |
Public Employees Retirement System Of Ohio |
7 |
Essex Investment Management Co Llc |
7 |
Captrust Financial Advisors |
7 |
Polar Asset Management Partners Inc. |
7 |
Grantham, Mayo, Van Otterloo & Co. LLC |
7 |
Amalgamated Bank |
7 |
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
7 |
Federated Hermes, Inc. |
7 |
Aqr Capital Management Llc |
7 |
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
7 |
Raymond James Financial Services Advisors, Inc. |
7 |
Qube Research & Technologies Ltd |
7 |
National Planning Corp |
7 |
Ground Swell Capital, LLC |
7 |
Principal Financial Group Inc |
7 |
Two Sigma Securities, Llc |
7 |
United Capital Financial Advisers, Llc |
7 |
Teacher Retirement System Of Texas |
7 |
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
6 |
Carroll Financial Associates, Inc. |
6 |
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
6 |
Employees Retirement System of Texas |
6 |
Eaton Vance Ltd Duration Income Fund |
6 |
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
6 |
Coldstream Capital Management Inc |
6 |
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
6 |
Berman Capital Advisors, LLC |
6 |
Jfs Wealth Advisors, Llc |
6 |
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
6 |
Algert Global Llc |
6 |
Laurion Capital Management LP |
6 |
FNY Managed Accounts LLC |
6 |
AdvisorNet Financial, Inc |
6 |
MetLife Investment Management, LLC |
6 |
Weiss Multi-Strategy Advisers LLC |
6 |
Weld Capital Management Llc |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
6 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
6 |
Hussman Strategic Advisors, Inc. |
6 |
Cambria Investment Management, L.P. |
6 |
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
6 |
Shell Asset Management Co |
6 |
PineBridge Investments, L.P. |
6 |
Alberta Investment Management Corp |
6 |
First Horizon Advisors, Inc. |
6 |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
6 |
Rockefeller Capital Management L.P. |
6 |
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
6 |
Zacks Investment Management |
6 |
National Bank Of Canada /fi/ |
6 |
FIL Ltd |
6 |
Pine River Capital Management L.P. |
6 |
Wipfli Financial Advisors Llc, |
6 |
Hutchin Hill Capital, LP |
6 |
Caxton Associates Lp |
6 |
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
6 |
Nbc Securities, Inc. |
6 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
6 |
Loomis Sayles & Co L P |
6 |
Stratos Wealth Partners, LTD. |
6 |
Irish Life Investment Managers Ltd. |
6 |
Spot Trading L.L.C |
6 |
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
6 |
Quantitative Systematic Strategies LLC |
6 |
OMERS ADMINISTRATION Corp |
6 |
DekaBank Deutsche Girozentrale |
6 |
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
6 |
Commonwealth Equity Services, Llc |
6 |
State of Tennessee, Treasury Department |
6 |
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
6 |
Nordea Investment Management Ab |
6 |
Credit Agricole S A |
6 |
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
6 |
Petrus Trust Company, LTA |
6 |
Sterling Capital Management LLC |
6 |
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
6 |
WealthTrust-Arizona, LLC |
6 |
CENTRAL TRUST Co |
6 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
6 |
Airain ltd |
6 |
Franklin Resources Inc |
6 |
Brewin Dolphin Ltd |
6 |
Cetera Advisor Networks LLC |
6 |
Toronto Dominion Bank |
6 |
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
6 |
Canada Pension Plan Investment Board |
6 |
Lindbrook Capital, Llc |
6 |
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
6 |
Ellington Management Group Llc |
6 |
State of New Jersey Common Pension Fund D |
6 |
HAP Trading, LLC |
6 |
Vanguard Index Funds |
6 |
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
6 |
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
6 |
TCI Wealth Advisors, Inc. |
6 |
Pitcairn Co |
6 |
ClariVest Asset Management LLC |
6 |
Quadrature Capital Ltd |
6 |
WFG Advisors, LP |
6 |
BlueCrest Capital Management Ltd |
6 |
Capital Fund Management S.a. |
6 |
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
6 |
Stifel Nicolaus & Co Inc \mo\ |
6 |
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
6 |
Alyeska Investment Group, L.P. |
6 |
Voloridge Investment Management, Llc |
6 |
Profund Advisors Llc |
6 |
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
6 |
SBI Securities Co., Ltd. |
6 |
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
6 |
American Century Companies Inc |
6 |
CoreCap Advisors, LLC |
6 |
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
6 |
CIBC Asset Management Inc |
6 |
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
6 |
Principal Funds Inc |
6 |
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
6 |
Jane Street Holding, LLC |
6 |
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
6 |
Hbk Investments L P |
6 |
Sei Trust Co |
6 |
Erste Asset Management GmbH |
6 |
Managed Account Advisors Llc |
6 |
NumerixS Investment Technologies Inc |
6 |
Bank Of Nova Scotia |
6 |
Jones Financial Companies Lllp |
6 |
Tiaa-cref Funds |
6 |
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
6 |
Brookfield Asset Management Inc. |
6 |
Pacer Advisors, Inc. |
6 |
Quantamental Technologies LLC |
6 |
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
6 |
Quantitative Investment Management, LLC |
6 |
Campbell & CO Investment Adviser LLC |
6 |
WASHINGTON TRUST Co |
6 |
Tfs Capital Llc |
6 |
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
6 |
Sofos Investments, Inc. |
6 |
First Quadrant L P/ca |
6 |
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
6 |
XTX Topco Ltd |
6 |
Federation des caisses Desjardins du Quebec |
6 |
First Manhattan Co |
6 |
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
6 |
Orion Portfolio Solutions, LLC |
6 |
Menta Capital Llc |
6 |
Natixis |
6 |
IBM Retirement Fund |
6 |
Smithfield Trust Co |
6 |
Public Sector Pension Investment Board |
6 |
Vestcor Inc |
6 |
Harbour Investments, Inc. |
6 |
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
6 |
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
6 |
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
6 |
Assured Investment Management LLC |
6 |
Los Angeles Capital Management Llc |
6 |
Strs Ohio |
6 |
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
6 |
Plante Moran Financial Advisors, LLC |
6 |
Spire Wealth Management |
6 |
Eaton Vance Management |
6 |
Shay Capital LLC |
6 |
Massmutual Trust Co Fsb/adv |
6 |
Amundi Pioneer Asset Management Inc |
6 |
Barings Llc |
6 |
PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
6 |
Balyasny Asset Management Llc |
6 |
Vanguard World Fund |
6 |
Wealthfront Inc |
6 |
Bayesian Capital Management, LP |
6 |
Arizona State Retirement System |
6 |
Visium Asset Management, LP |
6 |
Cetera Investment Advisers |
6 |
Cornerstone Capital Management Holdings Llc. |
6 |
Highbridge Capital Management Llc |
6 |
Numeric Investors Llc |
5 |
We Are One Seven, LLC |
5 |
Gradient Investments LLC |
5 |
Mascoma Wealth Management LLC |
5 |
Winton Capital Group Ltd |
5 |
Schroder Investment Management Group |
5 |
Spark Investment Management LLC |
5 |
Catalyst Capital Advisors LLC |
5 |
United Services Automobile Association |
5 |
ETRADE Capital Management LLC |
5 |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
5 |
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
5 |
Rehmann Capital Advisory Group |
5 |
RK Capital Management, LLC |
5 |
Mutual Of America Capital Management Llc |
5 |
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
5 |
Larson Financial Group LLC |
5 |
Tocqueville Asset Management L.p. |
5 |
Citizens Financial Group Inc/ri |
5 |
Caitong International Asset Management Co., Ltd |
5 |
Oregon Public Employees Retirement Fund |
5 |
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
5 |
Principal Securities, Inc. |
5 |
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
5 |
Td Asset Management Inc |
5 |
VTL Associates, LLC |
5 |
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
5 |
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
5 |
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
5 |
Moors & Cabot, Inc. |
5 |
LMR Partners LLP |
5 |
Massachusetts Financial Services Co /ma/ |
5 |
Avantax Planning Partners, Inc. |
5 |
Van Eck Associates Corp |
5 |
Centiva Capital, LP |
5 |
Rice Hall James & Associates, Llc |
5 |
State Farm Mutual Fund Trust |
5 |
Seacrest Wealth Management, Llc |
5 |
Sandy Spring Bank |
5 |
State Farm Variable Product Trust |
5 |
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
5 |
Disciplined Investments, LLC |
5 |
Hartland & Co., LLC |
5 |
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
5 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
5 |
Janus Henderson Group Plc |
5 |
Cadence Capital Management Llc |
5 |
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
5 |
Brinker Capital Investments, LLC |
5 |
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
5 |
Total Clarity Wealth Management, Inc. |
5 |
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
5 |
First Citizens Bank & Trust Co |
5 |
Gabelli Funds Llc |
5 |
Nuveen, LLC |
5 |
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
5 |
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
5 |
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
5 |
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
5 |
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
5 |
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
5 |
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
5 |
Fortitude Family Office, LLC |
5 |
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
5 |
CIBC World Markets Inc. |
5 |
SAC Capital Advisors LP |
5 |
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
5 |
Police & Firemen's Retirement System of New Jersey |
5 |
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
5 |
Glassman Wealth Services |
5 |
Benjamin F. Edwards & Company, Inc. |
5 |
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
5 |
Hancock Whitney Corp |
5 |
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
5 |
Venture Visionary Partners LLC |
5 |
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
5 |
Ajo, Lp |
5 |
Index Management Solutions, LLC |
5 |
Ieq Capital, Llc |
5 |
Aigen Investment Management, Lp |
5 |
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
5 |
Brown Brothers Harriman & Co |
5 |
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
5 |
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
5 |
Municipal Employees' Retirement System of Michigan |
5 |
Chicago Equity Partners Llc |
5 |
Susquehanna Fundamental Investments, Llc |
5 |
New York State Teachers Retirement System |
5 |
Martingale Asset Management L P |
5 |
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
5 |
Fox Run Management, L.l.c. |
5 |
Maven Securities LTD |
5 |
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
5 |
First Republic Investment Management, Inc. |
5 |
Cerity Partners LLC |
5 |
Capstone Asset Management Co |
5 |
Atria Investments Llc |
5 |
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
5 |
Hillsdale Investment Management Inc. |
5 |
Sigma Planning Corp |
5 |
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
5 |
VDAFX - VALIC Co I - Dynamic Allocation Fund |
5 |
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
5 |
DAVENPORT & Co LLC |
5 |
Sutton Wealth Advisors Inc. |
5 |
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
5 |
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
5 |
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
5 |
Independent Advisor Alliance |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
5 |
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
5 |
Moody Aldrich Partners Llc |
5 |
DRW Securities, LLC |
5 |
Level Four Advisory Services, Llc |
5 |
Piedmont Investment Advisors Llc |
5 |
Whittier Trust Co Of Nevada Inc |
5 |
Farther Finance Advisors, LLC |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
5 |
ArrowMark Colorado Holdings LLC |
5 |
Clear Street Markets Llc |
5 |
Convergence Investment Partners, LLC |
5 |
Ritholtz Wealth Management |
5 |
Placemark Investments, Inc. |
5 |
Assenagon Asset Management S.A. |
5 |
Shapiro Robert N |
5 |
Mml Investors Services, Llc |
5 |
Gemmer Asset Management LLC |
5 |
Teachers Retirement System Of The State Of Kentucky |
5 |
Headlands Technologies LLC |
5 |
Kanaly Trust Co |
5 |
Private Ocean, LLC |
5 |
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
5 |
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
5 |
Amundi |
5 |
Proficio Capital Partners LLC |
5 |
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
5 |
WealthPlan Investment Management, LLC |
5 |
Timber Hill LLC |
5 |
Signet Financial Management, Llc |
5 |
Bb&t Investment Services, Inc. |
5 |
Segall Bryant & Hamill, Llc |
5 |
Skandinaviska Enskilda Banken AB (publ) |
5 |
Asset Management One Co., Ltd. |
5 |
Crossmark Global Holdings, Inc. |
5 |
Harel Insurance Investments & Financial Services Ltd. |
5 |
Valeo Financial Advisors, LLC |
5 |
Catalyst Funds Management Pty Ltd |
5 |
Mason Street Advisors, Llc |
5 |
Private Trust Co Na |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
5 |
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
5 |
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
5 |
Cipher Capital LP |
5 |
Prospera Financial Services Inc |
5 |
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
5 |
Louisiana State Employees Retirement System |
5 |
Rise Advisors, LLC |
5 |
Absolute Return Capital, LLC |
5 |
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
5 |
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
5 |
Clearbridge Investments, LLC |
5 |
Texas Permanent School Fund |
5 |
Thompson Siegel & Walmsley Llc |
5 |
Stone Ridge Asset Management LLC |
5 |
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
5 |
State of Wyoming |
5 |
Castleark Management Llc |
5 |
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
5 |
Seven Eight Capital, Lp |
5 |
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
5 |
AHL Partners LLP |
5 |
Carlson Capital L P |
5 |
Shelton Capital Management |
5 |
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
5 |
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
5 |
Evoke Wealth, Llc |
5 |
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
5 |
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
5 |
Advisory Research Inc |
5 |
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
5 |
Lsv Asset Management |
5 |
Sunbelt Securities, Inc. |
5 |
Rotella Capital Management, Inc. |
5 |
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
5 |
Vantagepoint Funds |
5 |
Rothschild Investment Llc |
5 |
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
5 |
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
5 |
Fort Washington Investment Advisors Inc /oh/ |
5 |
Oakworth Capital, Inc. |
5 |
IWC - iSHARES TRUST - iShares Micro-Cap ETF |
5 |
Caisse De Depot Et Placement Du Quebec |
5 |
Advisor Resource Council |
5 |
Wealthcare Advisory Partners LLC |
5 |
Brown Advisory Inc |
5 |
Easterly Investment Partners Llc |
5 |
Colony Group Llc |
5 |
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
5 |
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
5 |
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
5 |
MUFG Americas Holdings Corp |
5 |
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
5 |
Geneos Wealth Management Inc. |
5 |
Lisanti Capital Growth, LLC |
5 |
Capstone Investment Advisors, Llc |
5 |
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
5 |
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
5 |
IWV - iSHARES TRUST - iShares Russell 3000 ETF |
5 |
Skylands Capital, LLC |
5 |
Magnetar Financial LLC |
5 |
Candriam Luxembourg S.C.A. |
5 |
ExodusPoint Capital Management, LP |
5 |
Securian Asset Management, Inc |
5 |
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
5 |
Cresset Asset Management, LLC |
5 |
Calamos Advisors LLC |
5 |
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
5 |
Jennison Associates Llc |
5 |
Macroview Investment Management Llc |
5 |
Occudo Quantitative Strategies Lp |
5 |
Vident Investment Advisory, LLC |
5 |
Oppenheimer Funds Inc |
5 |
Levin Capital Strategies, L.p. |
5 |
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
5 |
Bridgefront Capital, LLC |
5 |
Summit Partners Public Asset Management, Llc |
5 |
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
5 |
Lingohr & Partner Asset Management GmbH |
5 |
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
5 |
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
5 |
Stephens Inc /ar/ |
5 |
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
5 |
Pearl River Capital, LLC |
5 |
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
5 |
World Asset Management Inc |
5 |
National Asset Management, Inc. |
5 |
Karp Capital Management Corp |
5 |
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
5 |
Manchester Capital Management LLC |
5 |
Y-Intercept (Hong Kong) Ltd |
5 |
Stanley-Laman Group, Ltd. |
5 |
GPS Wealth Strategies Group, LLC |
5 |
Old Mutual Global Investors (UK) Ltd. |
5 |
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
5 |
Cibc World Markets Corp |
5 |
Eagle Asset Management Inc |
5 |
Truist Financial Corp |
5 |
Compagnie Lombard Odier SCmA |
5 |
Mariner, LLC |
5 |
LS Investment Advisors, LLC |
5 |
Wolff Wiese Magana Llc |
5 |
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
5 |
Advisors Asset Management, Inc. |
5 |
Ing Groep Nv |
5 |
SOUTH STATE Corp |
5 |
Fuller & Thaler Asset Management, Inc. |
5 |
Parkside Financial Bank & Trust |
5 |
Old Mutual Customised Solutions (proprietary) Ltd |
5 |
Winslow, Evans & Crocker, Inc. |
5 |
Kestra Advisory Services, LLC |
5 |
D'Orazio & Associates, Inc. |
5 |
FNY Investment Advisers, LLC |
5 |
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
5 |
Weiss Strategic Interval Fund |
5 |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
5 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
5 |
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
5 |
Wealthcare Capital Management Llc |
5 |
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
5 |
Creative Financial Designs Inc /adv |
5 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
5 |
GV Financial Advisors |
4 |
Sculptor Capital LP |
4 |
Sanctuary Advisors, LLC |
4 |
TimesSquare Capital Management, LLC |
4 |
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
4 |
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
4 |
Cullen/frost Bankers, Inc. |
4 |
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
4 |
Alpha Windward Llc |
4 |
GIMFX - GMO TRUST - GMO Implementation Fund |
4 |
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
4 |
BNP Paribas Asset Management Holding S.A. |
4 |
K2 Principal Fund, L.p. |
4 |
Washington Trust Advisors, Inc. |
4 |
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
4 |
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
4 |
Covington Capital Management |
4 |
Commerzbank Aktiengesellschaft /fi |
4 |
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
4 |
Baldwin Brothers Inc/ma |
4 |
SJS Investment Consulting Inc. |
4 |
Franklin Street Advisors Inc /nc |
4 |
Daiwa Securities Group Inc. |
4 |
GAMMA Investing LLC |
4 |
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
4 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
4 |
Covestor Ltd |
4 |
Tarbox Family Office, Inc. |
4 |
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
4 |
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
4 |
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
4 |
TD Waterhouse Canada Inc. |
4 |
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
4 |
Freestone Capital Holdings, LLC |
4 |
Northwestern Mutual Investment Management Company, Llc |
4 |
Bahl & Gaynor Inc |
4 |
Jefferies Financial Group Inc. |
4 |
Vident Advisory, LLC |
4 |
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
4 |
EverSource Wealth Advisors, LLC |
4 |
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
4 |
Ameritas Advisory Services, LLC |
4 |
Versant Capital Management, Inc |
4 |
Kennedy Capital Management, Inc. |
4 |
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
4 |
State of Alaska, Department of Revenue |
4 |
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
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 |
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
4 |
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
4 |
Point72 Asia (Singapore) Pte. Ltd. |
4 |
Utah Retirement Systems |
4 |
Global Income Builder Portfolio - Global Income Builder Portfolio |
4 |
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
4 |
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
4 |
Liberty Mutual Group Asset Management Inc. |
4 |
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
4 |
Bartlett & Co. LLC |
4 |
High Income Opportunities Portfolio - High Income Opportunities Portfolio |
4 |
Schubert & Co |
4 |
Portolan Capital Management, LLC |
4 |
Fisher Asset Management, LLC |
4 |
Hood River Capital Management LLC |
4 |
Oak Thistle LLC |
4 |
Itau Unibanco Holding S.A. |
4 |
UMA Financial Services, Inc. |
4 |
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
4 |
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
4 |
Bodri Capital Management, LLC |
4 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
4 |
Legacy Financial Advisors, Inc. |
4 |
CR Intrinsic Investors, LLC |
4 |
Landscape Capital Management, L.l.c. |
4 |
Friess Associates Llc |
4 |
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
4 |
Trellus Management Company, LLC |
4 |
Aristides Capital LLC |
4 |
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
4 |
Oakbrook Investments Llc |
4 |
Oppenheimer Asset Management Inc. |
4 |
Princeton Alpha Management LP |
4 |
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
4 |
Rydex Etf Trust |
4 |
MDXBX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price Maryland Tax-Free Bond Fund |
4 |
AGF Investments LLC |
4 |
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
4 |
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
4 |
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
4 |
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
4 |
Allspring Global Investments Holdings, LLC |
4 |
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares |
4 |
Mfs Special Value Trust |
4 |
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
4 |
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
4 |
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
4 |
Jupiter Asset Management Ltd |
4 |
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
4 |
FLDFX - Meeder Funds - BALANCED FUND Retail Class |
4 |
First Hawaiian Bank |
4 |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
4 |
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
4 |
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
4 |
Bryn Mawr Capital Management Inc |
4 |
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
4 |
Pathstone Family Office, Llc |
4 |
Adage Capital Partners Gp, L.l.c. |
4 |
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
4 |
Mfs Multimarket Income Trust |
4 |
Bell Investment Advisors, Inc |
4 |
FourThought Financial, LLC |
4 |
Thb Asset Management |
4 |
Pathstone Holdings, LLC |
4 |
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
4 |
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
4 |
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
4 |
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
4 |
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
4 |
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
4 |
Rialto Wealth Management, LLC |
4 |
Navellier & Associates Inc |
4 |
Sonora Investment Management, LLC |
4 |
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
4 |
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
4 |
Symmetry Partners, LLC |
4 |
Capital Advisors, Ltd. LLC |
4 |
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
4 |
Advent Capital Management /de/ |
4 |
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
4 |
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
4 |
Weaver Consulting Group |
4 |
Banque Cantonale Vaudoise |
4 |
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
4 |
Graham Capital Management, L.P. |
4 |
Financial Management Professionals, Inc. |
4 |
Coastal Investment Advisors, Inc. |
4 |
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
4 |
First Personal Financial Services |
4 |
Wellington Shields Capital Management, LLC |
4 |
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
4 |
Denver Investment Advisors Llc |
4 |
Golden State Wealth Management, LLC |
4 |
Rainier Investment Management Llc |
4 |
PENN SERIES FUNDS INC - International Equity Fund |
4 |
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
4 |
Entropy Technologies, LP |
4 |
Dark Forest Capital Management Lp |
4 |
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
4 |
Diversified Trust Co |
4 |
Venturi Wealth Management, LLC |
4 |
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
4 |
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
4 |
Versor Investments LP |
4 |
Scopus Asset Management, L.p. |
4 |
Cambridge Trust Co |
4 |
Delos Wealth Advisors, LLC |
4 |
Luminus Management Llc |
4 |
Mercer Global Advisors Inc /adv |
4 |
Janney Capital Management LLC |
4 |
Fred Alger Management, Llc |
4 |
Koch Industries Inc |
4 |
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
4 |
Janney Montgomery Scott LLC |
4 |
Blackrock Credit Allocation Income Trust |
4 |
Santa Fe Partners LLC |
4 |
James Investment Research Inc |
4 |
Blackrock Multi-sector Income Trust |
4 |
Agf Investments Inc. |
4 |
Corebridge Financial, Inc. |
4 |
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
4 |
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
4 |
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
4 |
Thompson Investment Management, Inc. |
4 |
Gryphon Financial Partners LLC |
4 |
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
4 |
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
4 |
CBIZ Investment Advisory Services, LLC |
4 |
Holocene Advisors, LP |
4 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
4 |
JJJ Advisors Inc. |
4 |
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
4 |
Weaver C. Barksdale & Associates, Inc. |
4 |
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
4 |
Healthcare Of Ontario Pension Plan Trust Fund |
4 |
Blackrock Core Bond Trust |
4 |
S&t Bank/pa |
4 |
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
4 |
Blackrock Corporate High Yield Fund, Inc. |
4 |
Blackrock Ltd Duration Income Trust |
4 |
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
4 |
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
4 |
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
4 |
Checchi Capital Advisers, LLC |
4 |
Heartland Advisors Inc |
4 |
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
4 |
Brandes Investment Partners, Lp |
4 |
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
4 |
CAPROCK Group, Inc. |
4 |
Wilmington Funds Management Corp |
4 |
Fiera Capital Corp |
4 |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
4 |
Money Concepts Capital Corp |
4 |
Bartlett & Co. Wealth Management Llc |
4 |
Edge Wealth Management LLC |
4 |
Twin Peaks Wealth Advisors, LLC |
4 |
Dana Investment Advisors, Inc. |
4 |
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
4 |
BlackRock Japan Co. Ltd |
4 |
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
4 |
FORA Capital, LLC |
4 |
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
4 |
Arkadios Wealth Advisors |
4 |
Epoch Investment Partners, Inc. |
4 |
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
4 |
Guardian Wealth Advisors, LLC |
4 |
Patten Group, Inc. |
4 |
New England Research & Management, Inc. |
4 |
Capitolis Advisors LLC |
4 |
Twinbeech Capital Lp |
4 |
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
4 |
Verity Asset Management, Inc. |
4 |
Ensign Peak Advisors, Inc |
4 |
AMHIX - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND Class A |
4 |
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
4 |
Pictet Asset Management Ltd |
4 |
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
4 |
Tfo-tdc, Llc |
4 |
LRI Investments, LLC |
4 |
Bluefin Trading, LLC |
4 |
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
4 |
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
4 |
Thurston, Springer, Miller, Herd & Titak, Inc. |
4 |
Hartford Investment Management Co |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
4 |
Riverhead Capital Management Llc |
4 |
Toroso Investments, LLC |
4 |
Centaurus Financial, Inc. |
4 |
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF |
4 |
Aviance Capital Management, Llc |
4 |
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
4 |
Coppell Advisory Solutions LLC |
4 |
Atom Investors LP |
4 |
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
4 |
Crewe Advisors LLC |
4 |
Carillon Tower Advisers, Inc. |
4 |
Pegasus Partners Ltd. |
4 |
Wexford Capital Lp |
4 |
Procyon Private Wealth Partners, LLC |
4 |
Invictus RG |
4 |
Alps Advisors Inc |
4 |
Sumitomo Mitsui Trust Holdings, Inc. |
4 |
Quantinno Capital Management LP |
4 |
Retirement Systems of Alabama |
4 |
Robeco Institutional Asset Management B.V. |
4 |
Elkfork Partners LLC |
4 |
Globeflex Capital L P |
4 |
Mackay Shields Llc |
4 |
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
4 |
Ridgeworth Funds |
4 |
Wedbush Securities Inc |
4 |
Retirement Group, LLC |
4 |
Sciencast Management LP |
4 |
Wealthspire Advisors, L.P. |
4 |
Cordant, Inc. |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
4 |
Icon Advisers Inc/co |
4 |
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
4 |
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
4 |
BNP Paribas Investment Partners S.A. |
4 |
Avantax Advisory Services, Inc. |
4 |
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
4 |
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
4 |
State of New Jersey Common Pension Fund A |
4 |
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
4 |
Alpha DNA Investment Management LLC |
4 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
4 |
Riggs Asset Managment Co. Inc. |
4 |
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
4 |
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
4 |
Waratah Capital Advisors Ltd. |
4 |
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
4 |
Blair William & Co/il |
4 |
Systematic Financial Management Lp |
4 |
Toth Financial Advisory Corp |
4 |
South Texas Money Management Ltd |
4 |
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
4 |
Ergoteles LLC |
4 |
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
4 |
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
4 |
Boston Partners |
4 |
Financial Gravity Companies, Inc. |
4 |
EntryPoint Capital, LLC |
4 |
Artemis Investment Management LLP |
4 |
Blueshift Asset Management, LLC |
4 |
Partnervest Advisory Services LLC |
4 |
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
4 |
Alpha Paradigm Partners, LLC |
4 |
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
4 |
Destination Wealth Management |
4 |
TrimTabs Asset Management, LLC |
4 |
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
4 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
4 |
J. Goldman & Co LP |
4 |
Whittier Trust Co |
4 |
FinTrust Capital Advisors, LLC |
4 |
Vaughan Nelson Investment Management, L.p. |
4 |
Burney Co/ |
4 |
J.w. Cole Advisors, Inc. |
4 |
Commonwealth Bank Of Australia |
4 |
Twin Tree Management, LP |
4 |
Evercore Wealth Management, LLC |
4 |
JNBA Financial Advisors |
4 |
Hotchkis & Wiley Capital Management Llc |
4 |
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
4 |
APG Asset Management N.V. |
4 |
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
4 |
FDx Advisors, Inc. |
4 |
Symphony Asset Management Llc |
4 |
Independent Portfolio Consultants, Inc. |
4 |
Flagship Harbor Advisors, Llc |
4 |
Cetera Advisors LLC |
4 |
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
4 |
Synovus Financial Corp |
4 |
RPG Investment Advisory, LLC |
4 |
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
4 |
Axxcess Wealth Management, Llc |
4 |
Ramsey Quantitative Systems |
4 |
Intech Investment Management Llc |
4 |
Kayne Anderson Rudnick Investment Management Llc |
4 |
Aviva Plc |
4 |
Moore Capital Management, Lp |
4 |
State Of Michigan Retirement System |
4 |
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
4 |
Ronald Blue Trust, Inc. |
4 |
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
4 |
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
4 |
Fieldpoint Private Securities, LLC |
4 |
Barrett Asset Management, LLC |
4 |
Axq Capital, Lp |
4 |
Bailard, Inc. |
4 |
South Dakota Investment Council |
4 |
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
4 |
Natixis Advisors, L.p. |
4 |
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
4 |
Capital World Investors |
4 |
Quarry LP |
4 |
MARSHALL WACE ASIA Ltd |
4 |
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
4 |
Bridgeway Capital Management Inc |
4 |
QS Investors, LLC |
4 |
Zurich Insurance Group Ltd/FI |
4 |
Westside Investment Management, Inc. |
4 |
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC |
4 |
Sherbrooke Park Advisers Llc |
4 |
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
4 |
Bogart Wealth, LLC |
4 |
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
4 |
Janus Capital Management Llc |
4 |
Clinton Group Inc |
4 |
True Wealth Design, LLC |
4 |
Cornercap Investment Counsel Inc |
4 |
Point72 Middle East FZE |
4 |
Compass Wealth Management LLC |
4 |
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
4 |
Exane Derivatives |
4 |
Amalgamated Financial Corp. |
4 |
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
4 |
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
4 |
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
4 |
First New York Securities Llc /ny |
4 |
Hodges Capital Management Inc. |
4 |
NewSquare Capital LLC |
4 |
Farmers & Merchants Investments Inc |
4 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
4 |
Cnh Partners Llc |
4 |
BRYN MAWR TRUST Co |
4 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
4 |
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
4 |
Patriot Financial Group Insurance Agency, LLC |
4 |
Belpointe Asset Management LLC |
4 |
Great Lakes Advisors, Llc |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
4 |
RHJ International SA |
4 |
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
4 |
Financial Architects, Inc |
4 |
Frontier Wealth Management LLC |
4 |
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF |
4 |
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I |
4 |
Scout Investments, Inc. |
4 |
Dynamic Technology Lab Pte Ltd |
4 |
Caas Capital Management Lp |
4 |
L & S Advisors Inc |
4 |
ORG Partners LLC |
4 |
Bb&t Securities, Llc |
4 |
Commonwealth Equity Services, Inc |
4 |
Tradeworx Inc. |
4 |
Summit Global Investments |
4 |
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
4 |
Cigna Investments Inc /new |
4 |
Colonial Trust Advisors |
4 |
Penserra Capital Management LLC |
4 |
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
4 |
NN Investment Partners Holdings N.V. |
4 |
Virginia Retirement Systems Et Al |
4 |
Bridgewater Associates, LP |
4 |
Tyers Asset Management LLC |
4 |
IHT Wealth Management, LLC |
4 |
Bowling Portfolio Management LLC |
4 |
EAM Global Investors LLC |
4 |
AE Wealth Management LLC |
4 |
Wbi Investments, Inc. |
4 |
Bedel Financial Consulting, Inc. |
4 |
Quent Capital, LLC |
4 |
Old Mission Capital Llc |
4 |
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
4 |
Brevan Howard Capital Management LP |
4 |
Caitlin John, LLC |
4 |
Cupps Capital Management, LLC |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
4 |
SevenBridge Financial Group, LLC |
4 |
Lighthouse Investment Partners, LLC |
4 |
AMP Capital Investors Ltd |
4 |
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
4 |
Howe & Rusling Inc |
4 |
Dupont Capital Management Corp |
4 |
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
4 |
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
4 |
Arosa Capital Management LP |
4 |
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
4 |
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
4 |
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
4 |
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
4 |
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
4 |
Artisan Partners Limited Partnership |
4 |
Johnson Financial Group, Inc. |
4 |
First Allied Advisory Services, Inc. |
4 |
Boston Private Wealth Llc |
4 |
CenterStar Fund, LLC |
4 |
Kornitzer Capital Management Inc /ks |
4 |
Associated Banc-corp |
4 |
SRS Capital Advisors, Inc. |
4 |
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) |
4 |
Tompkins Financial Corp |
4 |
Mfs Charter Income Trust |
4 |
Aquatic Capital Management LLC |
4 |
Mfs Intermediate High Income Fund |
4 |
Perpetual Ltd |
3 |
GHP Investment Advisors, Inc. |
3 |
USA Financial Portformulas Corp |
3 |
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
3 |
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
3 |
Trillium Asset Management, Llc |
3 |
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
3 |
Payden & Rygel |
3 |
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
3 |
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
3 |
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
3 |
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
3 |
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
3 |
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
3 |
Pinnacle Summer Investments, Inc. |
3 |
Handelsbanken Fonder AB |
3 |
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
3 |
Forward Management, LLC |
3 |
Curian Capital Llc |
3 |
Essex Financial Services, Inc. |
3 |
Cantab Capital Partners LLP |
3 |
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
3 |
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
3 |
Ballentine Partners, LLC |
3 |
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
3 |
Capital Growth Management Lp |
3 |
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
3 |
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
3 |
IWB - iSHARES TRUST - iShares Russell 1000 ETF |
3 |
IWM - iSHARES TRUST - iShares Russell 2000 ETF |
3 |
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF |
3 |
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
3 |
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
3 |
Prudential Plc |
3 |
Wall Street Associates |
3 |
Catapult Capital Management Llc |
3 |
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
3 |
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
3 |
City National Bank |
3 |
Premier Fund Managers Ltd |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
3 |
Mariner Wealth Advisors-NYC, LLC |
3 |
High Pointe Capital Management Llc |
3 |
BlueCrest Capital Management LLP |
3 |
Jaffetilchin Investment Partners, LLC |
3 |
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
3 |
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
3 |
Grace Capital |
3 |
Maverick Capital Ltd |
3 |
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
3 |
Man Investments Ltd |
3 |
Cable Hill Partners, LLC |
3 |
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
3 |
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
3 |
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
3 |
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
3 |
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
3 |
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
3 |
Societe Generale |
3 |
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class |
3 |
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
3 |
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
3 |
Cascade Investment Advisors, Inc. |
3 |
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
3 |
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF |
3 |
Investment Management Of Virginia Llc |
3 |
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
3 |
Bellwether Investment Group, LLC |
3 |
Bridgewater Advisors Inc. |
3 |
Stux Capital Management, LLC |
3 |
Elite Wealth Management, Inc. |
3 |
Nikko Asset Management Americas, Inc. |
3 |
Peregrine Capital Management Llc |
3 |
Pittenger & Anderson Inc |
3 |
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
3 |
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
3 |
Dorsey Wright & Associates |
3 |
Jacobi Capital Management LLC |
3 |
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
3 |
Corient Capital Partners, LLC |
3 |
Xact Kapitalforvaltning AB |
3 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
3 |
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
3 |
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
3 |
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
3 |
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
3 |
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
3 |
Glenview Capital Management, Llc |
3 |
Simon Quick Advisors, Llc |
3 |
Teton Westwood Funds |
3 |
First Command Bank |
3 |
First Command Financial Services, Inc. |
3 |
Ci Investments Inc. |
3 |
Rothschild Investment Corp /il |
3 |
Boston Advisors Llc |
3 |
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
3 |
PointState Capital LP |
3 |
Stone House Investment Management, LLC |
3 |
Gateway Investment Advisers Llc |
3 |
Yorktown Management & Research Co Inc |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
3 |
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
3 |
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
3 |
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
3 |
Teza Capital Management LLC |
3 |
Capital Investment Advisory Services, LLC |
3 |
Mason Street Advisors, Llc |
3 |
Greenwood Capital Associates Llc |
3 |
Wellington Shields & Co., LLC |
3 |
Cornerstone Advisors, Inc. |
3 |
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
3 |
Harvest Fund Management Co., Ltd |
3 |
Empowered Funds, LLC |
3 |
Empirical Finance, LLC |
3 |
Hartford Mutual Funds Inc/ct |
3 |
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
3 |
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
3 |
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A |
3 |
Lee Financial Co |
3 |
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
3 |
Capital Management Associates /ny/ |
3 |
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
3 |
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
3 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
3 |
Meritage Portfolio Management |
3 |
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
3 |
Bridges Investment Management Inc |
3 |
Glen Harbor Capital Management LLC |
3 |
Meadow Creek Investment Management LLC |
3 |
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
3 |
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
3 |
Intrinsic Edge Capital Management LLC |
3 |
Delta Lloyd Nv |
3 |
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
3 |
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
3 |
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
3 |
Advantage Investment Management, Llc |
3 |
Veritable, L.P. |
3 |
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
3 |
GSMTX - GOLDMAN SACHS TRUST - Goldman Sachs Dynamic Municipal Income Fund Institutional |
3 |
River & Mercantile Asset Management Llp |
3 |
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
3 |
Omnia Family Wealth, LLC |
3 |
Segment Wealth Management, LLC |
3 |
TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A |
3 |
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
3 |
Lido Advisors, LLC |
3 |
D L Carlson Investment Group Inc |
3 |
Atlantic Trust, LLC |
3 |
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
3 |
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
3 |
Banco Bilbao Vizcaya Argentaria, S.a. |
3 |
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
3 |
Vanguard Explorer Fund |
3 |
Phoenix Holdings Ltd. |
3 |
Pendal Group Ltd |
3 |
Css Llc/il |
3 |
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
3 |
Capital Bank & Trust Co |
3 |
Twin Capital Management Inc |
3 |
RBF Capital, LLC |
3 |
Donoghue Forlines LLC |
3 |
Csenge Advisory Group |
3 |
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
3 |
Natixis Investment Managers International |
3 |
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
3 |
Landaas & Co /wi /adv |
3 |
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
3 |
Cerebellum GP, LLC |
3 |
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
3 |
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
3 |
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
3 |
IFG Advisory, LLC |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
3 |
Hilltop Holdings Inc. |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
3 |
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
3 |
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
3 |
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
3 |
Front Row Advisors LLC |
3 |
Peconic Partners Llc |
3 |
GLG Partners LP |
3 |
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares |
3 |
MHITX - MFS SERIES TRUST III - MFS High Income Fund A |
3 |
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
3 |
Laffer Investments |
3 |
Brave Asset Management Inc |
3 |
Ingalls & Snyder Llc |
3 |
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
3 |
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
3 |
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
3 |
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
3 |
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
3 |
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
3 |
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
3 |
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
3 |
Claymore Exchange-traded Fund Trust |
3 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
3 |
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
3 |
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
3 |
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
3 |
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
3 |
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
3 |
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
3 |
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
3 |
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
3 |
Raymond James Trust N.a. |
3 |
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
3 |
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
3 |
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
3 |
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
3 |
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
3 |
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
3 |
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
3 |
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
3 |
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
3 |
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
3 |
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
3 |
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
3 |
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
3 |
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
3 |
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
3 |
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
3 |
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
3 |
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
3 |
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
3 |
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
3 |
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
3 |
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
3 |
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
3 |
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
3 |
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
3 |
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
3 |
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
3 |
Rs Investment Management Co Llc |
3 |
Blackrock Debt Strategies Fund, Inc. |
3 |
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A |
3 |
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
3 |
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
3 |
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
3 |
Cushing Asset Management, Lp |
3 |
HighVista Strategies LLC |
3 |
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
3 |
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
3 |
Forum Funds |
3 |
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
3 |
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund |
3 |
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
3 |
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
3 |
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
3 |
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
3 |
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
3 |
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF |
3 |
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
3 |
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
3 |
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
3 |
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
3 |
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
3 |
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
3 |
Cim Investment Mangement Inc |
3 |
Profunds - Profund Vp Oil & Gas |
3 |
Mycio Wealth Partners, Llc |
3 |
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
3 |
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A |
3 |
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
3 |
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
3 |
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
3 |
Herndon Capital Management Llc |
3 |
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
3 |
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
3 |
Columbia Partners L L C Investment Management |
3 |
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
3 |
Mastrapasqua Asset Management Inc |
3 |
Alambic Investment Management, L.P. |
3 |
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
3 |
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
3 |
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
3 |
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
3 |
Park Avenue Securities Llc |
3 |
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
3 |
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
3 |
Pictet Asset Management Sa |
3 |
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
3 |
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
3 |
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
3 |
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
3 |
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
3 |
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
3 |
Waddell & Reed Financial Inc |
3 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
3 |
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
3 |
Tygh Capital Management, Inc. |
3 |
Financial Sense Advisors, Inc. |
3 |
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
3 |
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 |
3 |
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
3 |
Savant Capital, LLC |
3 |
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class |
3 |
Mather Group, Llc. |
3 |
MUFG Securities EMEA plc |
3 |
First Eagle Investment Management, LLC |
3 |
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
3 |
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
3 |
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
3 |
Korea Investment CORP |
3 |
BOK Financial Private Wealth, Inc. |
3 |
Camarda Financial Advisors, LLC |
3 |
Annex Advisory Services, LLC |
3 |
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
3 |
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
3 |
Hudock, Inc. |
3 |
TIMOTHY PLAN - Timothy Strategic Variable |
3 |
Shamrock Asset Management LLC |
3 |
Estabrook Capital Management |
3 |
Cypress Capital Management LLC (WY) |
3 |
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
3 |
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. |
3 |
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
3 |
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
3 |
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
3 |
Platinum Investment Management Ltd |
3 |
Scout Funds |
3 |
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class |
3 |
Harbor Investment Advisory, Llc |
3 |
Trust Co Of Vermont |
3 |
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
3 |
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
3 |
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund |
3 |
Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
3 |
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
3 |
Exchange Traded Concepts, Llc |
3 |
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
3 |
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
3 |
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
3 |
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
3 |
PFFD - Global X Funds - Global X U.S. Preferred ETF |
3 |
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
3 |
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
3 |
Daruma Capital Management Llc |
3 |
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
3 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
3 |
Paradigm Asset Management Co Llc |
3 |
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
3 |
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
3 |
Gilder Gagnon Howe & Co Llc |
3 |
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
3 |
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
3 |
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
3 |
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
3 |
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
3 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
3 |
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
3 |
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
3 |
QCVAX - Clearwater Investment Trust - Clearwater International Fund |
3 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
3 |
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
3 |
Tsfg, Llc |
3 |
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
3 |
CenturyLink Investment Management Co |
3 |
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
3 |
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
3 |
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
3 |
MBOVX - M FUND INC - M Large Cap Value Fund |
3 |
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
3 |
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
3 |
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
3 |
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
3 |
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
3 |
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
3 |
Grace & White Inc /ny |
3 |
BFOR - ALPS ETF Trust - Barron's 400 ETF |
3 |
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C |
3 |
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
3 |
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
3 |
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
3 |
Integral Derivatives, LLC |
3 |
Royce Micro-cap Trust, Inc /md/ |
3 |
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
3 |
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
3 |
Stoneridge Investment Partners Llc |
3 |
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
3 |
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
3 |
VCGAX - VALIC Co I - Growth & Income Fund |
3 |
Oppenheimer Etf Trust |
3 |
VCSMX - VALIC Co I - Small Cap Fund |
3 |
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
3 |
American National Bank |
3 |
Motco |
3 |
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares |
3 |
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
3 |
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
3 |
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
3 |
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
3 |
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
3 |
B. Riley Financial, Inc. |
3 |
Foundry Partners, LLC |
3 |
Wealth Enhancement Advisory Services, Llc |
3 |
Busey Wealth Management |
3 |
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
3 |
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
3 |
Chevy Chase Trust Holdings, Inc. |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
3 |
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
3 |
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund |
3 |
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
3 |
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
3 |
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
3 |
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
3 |
Copeland Capital Management, LLC |
3 |
Kingsview Wealth Management, LLC |
3 |
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
3 |
Brookstone Capital Management |
3 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
3 |
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
3 |
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF |
3 |
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
3 |
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
3 |
Advisory Alpha, LLC |
3 |
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
3 |
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
3 |
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
3 |
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
3 |
Advent Claymore Convertible Securities & Income Fund |
3 |
Webster Bank, N. A. |
3 |
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
3 |
Parkwood LLC |
3 |
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
3 |
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
3 |
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
3 |
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
3 |
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
3 |
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
3 |
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
3 |
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
3 |
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
3 |
Stonebridge Capital Advisors LLC |
3 |
Illinois Municipal Retirement Fund |
3 |
Country Trust Bank |
3 |
Great Diamond Partners, LLC |
3 |
Chartwell Investment Partners, Llc |
3 |
Contravisory Investment Management, Inc. |
3 |
Camden Capital, LLC |
3 |
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
3 |
Key FInancial Inc |
3 |
Barrow Hanley Mewhinney & Strauss Llc |
3 |
Keebeck Alpha, LP |
3 |
Pinz Capital Management, LP |
3 |
Gierl Augustine Investment Management Inc |
3 |
Clough Global Equity Fund |
3 |
Madison Asset Management, LLC |
3 |
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
3 |
Kathmere Capital Management, LLC |
3 |
Americana Partners, LLC |
3 |
Baystate Wealth Management LLC |
3 |
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
3 |
Reinhart Partners, Inc. |
3 |
Column Capital Advisors, LLC |
3 |
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
3 |
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
3 |
Ethic Inc. |
3 |
Carolinas Wealth Consulting Llc |
3 |
Center for Financial Planning, Inc. |
3 |
Lenox Wealth Advisors, LLC |
3 |
Cinctive Capital Management LP |
3 |
Meridian Wealth Partners, LLC |
3 |
Wunderlich Securities, Inc. |
3 |
Mirabella Financial Services Llp |
3 |
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
3 |
CVA Family Office, LLC |
3 |
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
3 |
Denali Advisors Llc |
3 |
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
3 |
West Oak Capital, LLC |
3 |
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
3 |
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
3 |
Smith Asset Management Group Lp |
3 |
BI Asset Management Fondsmaeglerselskab A/S |
3 |
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
3 |
Kistler-Tiffany Companies, LLC |
3 |
Vanguard Morgan Growth Fund |
3 |
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF |
3 |
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O |
3 |
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
3 |
Glg Inc. |
3 |
Eudaimonia Partners, LLC |
3 |
Symphony Financial, Ltd. Co. |
3 |
Modera Wealth Management, LLC |
3 |
Bank Julius Baer & Co. Ltd, Zurich |
3 |
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
3 |
Spouting Rock Asset Management, LLC |
3 |
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
3 |
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
3 |
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
3 |
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
3 |
Old National Bancorp /in/ |
3 |
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF |
3 |
Claraphi Advisory Network, LLC |
3 |
Voya Financial Advisors, Inc. |
3 |
Sawtooth Solutions, LLC |
3 |
Ontario Teachers Pension Plan Board |
3 |
Mitsubishi UFJ Trust & Banking Corp |
3 |
AAIIX - ANCORA TRUST - Ancora Income Fund Class I |
3 |
Trustcore Financial Services, Llc |
3 |
Salem Investment Counselors Inc |
3 |
Sigma Capital Management Llc |
3 |
Community Bank, N.A. |
3 |
Pinnacle Wealth Planning Services, Inc. |
3 |
Jordan Park Group LLC |
3 |
Poehling Capital Management, LLC |
3 |
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
3 |
Icon Wealth Partners, LLC |
3 |
Fiduciary Trust Co |
3 |
Investors Research Corp |
3 |
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
3 |
Manning & Napier Advisors Llc |
3 |
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
3 |
Truewealth Llc |
3 |
Merit Financial Group, LLC |
3 |
BBT Capital Management, LLC |
3 |
Perigon Wealth Management, LLC |
3 |
M&g Investment Management Ltd |
3 |
International Assets Investment Management, Llc |
3 |
Financial Advocates Investment Management |
3 |
Pfs Investments Inc. |
3 |
Brasada Capital Management, Lp |
3 |
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
3 |
Summit Trail Advisors, Llc |
3 |
Avestar Capital, LLC |
3 |
One Wealth Advisors, LLC |
3 |
Moody Lynn & Lieberson, Llc |
3 |
Private Capital Group, LLC |
3 |
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
3 |
Gargoyle Investment Advisor L.L.C. |
3 |
Centerpoint Advisors, LLC |
3 |
Origin Asset Management LLP |
3 |
Six Circles Trust - Six Circles Global Bond Fund |
3 |
Harvest Group Wealth Management, Llc |
3 |
Harris Associates L P |
3 |
Atlas Capital Advisors Llc |
3 |
Sanctuary Wealth Advisors, LLC |
3 |
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF |
3 |
Ceredex Value Advisors LLC |
3 |
First Horizon Corp |
3 |
Knight Capital Group, Inc. |
3 |
MCF Advisors LLC |
3 |
Ironwood Financial, llc |
3 |
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
3 |
Axiom Investment Management LLC |
3 |
CX Institutional |
3 |
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
3 |
Kestra Private Wealth Services, Llc |
3 |
Hexagon Capital Partners LLC |
3 |
Founders Financial Alliance, LLC |
3 |
Westfield Capital Management Co Lp |
3 |
Beacon Capital Management, Inc. |
3 |
Fortis Group Advisors, LLC |
3 |
Paces Ferry Wealth Advisors, Llc |
3 |
Arrow Financial Corp |
3 |
Canton Hathaway, LLC |
3 |
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
3 |
Selective Wealth Management, Inc. |
3 |
Valley National Advisers Inc |
3 |
Montag A & Associates Inc |
3 |
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
3 |
Westwood Holdings Group Inc |
3 |
Accel Wealth Management |
3 |
Nicholas Investment Partners, LP |
3 |
Nachman Norwood & Parrott, Inc |
3 |
Hemington Wealth Management |
3 |
High Note Wealth, LLC |
3 |
Ellevest, Inc. |
3 |
Ellis Investment Partners, LLC |
3 |
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
3 |
Maryland State Retirement & Pension System |
3 |
Wiley Bros.-aintree Capital, Llc |
3 |
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
3 |
Ferguson Wellman Capital Management, Inc |
3 |
Renasant Bank |
3 |
Opal Wealth Advisors, LLC |
3 |
Alphacrest Capital Management Llc |
3 |
Community Capital Management, Inc. |
3 |
Lebenthal Global Advisors, LLC |
3 |
Vantage Consulting Group Inc |
3 |
Arabesque Asset Management Ltd |
3 |
Chicago Partners Investment Group LLC |
3 |
Vontobel Holding Ltd. |
3 |
Duality Advisers, Lp |
3 |
Concord Wealth Partners |
3 |
Picton Mahoney Asset Management |
3 |
Zions Bancorporation, N.A. |
3 |
Ghisallo Capital Management LLC |
3 |
Magnus Financial Group LLC |
3 |
Lucus Advisors Llc |
3 |
Neo Ivy Capital Management |
3 |
Bay Harbor Wealth Management, LLC |
3 |
Frontier Capital Management Co Llc |
3 |
Nishkama Capital, LLC |
3 |
Capital One, National Association |
3 |
Bogle Investment Management L P /de/ |
3 |
Belvedere Trading LLC |
3 |
O'Shares Investment Advisers, LLC |
3 |
44 Wealth Management Llc |
3 |
B. Metzler seel. Sohn & Co. Holding AG |
3 |
Actinver Wealth Management, Inc. |
3 |
SOA Wealth Advisors, LLC. |
3 |
Ledyard National Bank |
3 |
Salomon & Ludwin, LLC |
3 |
Ascend Capital, Llc |
3 |
Pennsylvania Trust Co |
3 |
VisionPoint Advisory Group, LLC |
3 |
Boyd Watterson Asset Management Llc/oh |
3 |
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF |
3 |
Albion Financial Group /ut |
3 |
Wealthbridge Capital Management, Llc |
3 |
Aspire Private Capital, LLC |
3 |
Koshinski Asset Management, Inc. |
3 |
Qtron Investments LLC |
3 |
Western Wealth Management, LLC |
3 |
Optiver Holding B.V. |
3 |
Quest Capital Management Inc /adv |
3 |
Continuum Advisory, LLC |
3 |
Hennion & Walsh Asset Management, Inc. |
3 |
Covenant Partners, LLC |
3 |
Saturna Capital CORP |
3 |
Surevest, LLC |
3 |
Livforsakringsbolaget Skandia, Omsesidigt |
3 |
RMB Capital Management, LLC |
3 |
Xponance, Inc. |
3 |
Advisors Capital Management, LLC |
3 |
Treasurer of the State of North Carolina |
3 |
Counterpoint Mutual Funds LLC |
3 |
Cowen Group, Inc. |
3 |
Capital Guardian Trust Co |
3 |
IMC-Chicago, LLC |
3 |
Comerica Securities,inc. |
3 |
Umb Bank N A/mo |
3 |
WealthStone, Inc. |
3 |
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
3 |
Newbridge Financial Services Group, Inc. |
3 |
Crestline Management, LP |
3 |
Benjamin Edwards Inc |
3 |
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
3 |
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
3 |
HighPoint Advisor Group LLC |
3 |
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
3 |
Bellecapital International Ltd. |
3 |
I.g. Investment Management, Ltd. |
3 |
Smith Group Asset Management, LLC |
3 |
Studio Investment Management Llc |
3 |
Analytic Investors, LLC |
3 |
Arden Investment Series Trust |
3 |
Wedge Capital Management L L P/nc |
3 |
Alydar Partners Llc |
3 |
Avion Wealth |
3 |
Personal Cfo Solutions, Llc |
3 |
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF |
3 |
Migdal Insurance & Financial Holdings Ltd. |
3 |
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
3 |
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
3 |
Guggenheim Active Allocation Fund |
3 |
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
3 |
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
3 |
Capital Performance Advisors Llp |
3 |
Yousif Capital Management, Llc |
3 |
Sterne Agee Group, Inc. |
3 |
FineMark National Bank & Trust |
3 |
Steward Financial Group LLC |
3 |
Bowen Hanes & Co Inc |
3 |
Congress Wealth Management LLC / DE / |
3 |
Harbor Capital Advisors, Inc. |
3 |
1492 Capital Management LLC |
3 |
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
3 |
Sfmg, Llc |
3 |
Richard Bernstein Advisors LLC |
3 |
Mraz, Amerine & Associates, Inc. |
3 |
Cookson Peirce & Co Inc |
3 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
3 |
CenterBook Partners LP |
3 |
MQS Management LLC |
3 |
Snowden Capital Advisors LLC |
3 |
Highland Capital Management, Llc |
3 |
Sandler Capital Management |
3 |
Zeke Capital Advisors, Llc |
3 |
Redmont Wealth Advisors Llc |
3 |
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
3 |
Wilbanks Smith & Thomas Asset Management Llc |
3 |
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
3 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
3 |
Strategic Global Advisors, LLC |
3 |
Sequoia Financial Advisors, LLC |
3 |
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
3 |
Zebra Capital Management LLC |
3 |
Zullo Investment Group, Inc. |
3 |
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
3 |
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
3 |
Tyler-Stone Wealth Management |
3 |
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
3 |
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
3 |
Aviance Capital Partners, LLC |
3 |
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
3 |
Psagot Value Holdings Ltd. / (Israel) |
3 |
NOBOX - Northern Funds - Northern Bond Index Fund |
3 |
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
3 |
NSIDX - Northern Funds - Northern Small Cap Index Fund |
3 |
Hoxton Financial, Inc. |
3 |
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
3 |
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
3 |
Boston Private Bank & Trust Co |
3 |
Caldwell & Orkin Inc |
3 |
Mv Capital Management, Inc. |
3 |
Vanguard Whitehall Funds |
3 |
Brinker Capital Inc |
3 |
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
3 |
Commerce Bank |
3 |
Sanders Morris Harris Llc |
3 |
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
3 |
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
3 |
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
3 |
DAACX - Adviser Managed Trust - Diversified Equity Fund |
3 |
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
3 |
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
3 |
Hantz Financial Services, Inc. |
3 |
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
3 |
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
3 |
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
3 |
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
3 |
Advanced Series Trust - Ast Advanced Strategies Portfolio |
3 |
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
3 |
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
3 |
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
3 |
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
3 |
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
3 |
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
3 |
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I |
3 |
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
3 |
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
3 |
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
3 |
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
3 |
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
3 |
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
3 |
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
3 |
Kings Point Capital Management |
3 |
WealthPLAN Partners, LLC |
3 |
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
3 |
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class |
3 |
GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
3 |
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
3 |
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
3 |
Grove Bank & Trust |
3 |
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
3 |
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
3 |
NJ State Employees Deferred Compensation Plan |
3 |
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
3 |
Boston Trust Walden Corp |
3 |
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
3 |
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
3 |
Cortina Asset Management, LLC |
3 |
RFP Financial Group LLC |
3 |
Sheaff Brock Investment Advisors, LLC |
3 |
Redwood Wealth Management Group, LLC |
3 |
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
3 |
Deprince Race & Zollo Inc |
3 |
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
3 |
Qsemble Capital Management, LP |
3 |
SYSTM Wealth Solutions LLC |
3 |
Asset Dedication, LLC |
3 |
Moran Wealth Management, LLC |
3 |
Granite Investment Partners, LLC |
3 |
ISAM Funds (UK) Ltd |
3 |
Inceptionr Llc |
3 |
Greenland Capital Management LP |
3 |
LGT Financial Advisors LLC |
3 |
Cornerstone Planning Group LLC |
3 |
Freedom Wealth Alliance, Llc |
3 |
CI Private Wealth, LLC |
3 |
SECOR Capital Advisors, LP |
3 |
Dreman Value Management, L L C |
3 |
Coppell Advisory Solutions Corp. |
3 |
Old Second National Bank Of Aurora |
3 |
Nomura Asset Management Co Ltd |
3 |
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
3 |
DKRB - Series Portfolios Trust - Subversive Decarbonization ETF |
3 |
Raab & Moskowitz Asset Management LLC |
3 |
Earnest Partners Llc |
3 |
STXG - EA Series Trust - Strive 1000 Growth ETF |
3 |
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF |
3 |
STXV - EA Series Trust - Strive 1000 Value ETF |
3 |
V-Square Quantitative Management LLC |
3 |
SeaBridge Investment Advisors LLC |
3 |
SpiderRock Trading LLC |
3 |
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
3 |
Nebula Research & Development LLC |
3 |
Li Winifred I |
3 |
SWAN Capital LLC |
3 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
3 |
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
3 |
Teton Advisors, Inc. |
3 |
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
3 |
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
3 |
Washington Trust Bank |
3 |
Gts Securities Llc |
3 |
Madden Advisory Services, Inc. |
3 |
UniSuper Management Pty Ltd |
3 |
Gideon Capital Advisors, Inc. |
3 |
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
3 |
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
3 |
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A |
3 |
Cape Investment Advisory, Inc. |
3 |
Yahoo Inc |
3 |
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
3 |
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
3 |
Spring Creek Capital Llc |
3 |
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
3 |
Envestnet Portfolio Solutions, Inc. |
3 |
Qrg Capital Management, Inc. |
3 |
Investment Counselors Of Maryland Llc |
3 |
Pictet Asset Management Holding SA |
3 |
Davidson Kempner Capital Management Lp |
3 |
Wesbanco Bank Inc |
3 |
Turner Investments, L.p. |
3 |
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
3 |
West Paces Advisors Inc. |
3 |
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF |
3 |
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
3 |
Anchor Investment Management, LLC |
3 |
Valued Wealth Advisors LLC |
3 |
Bruce G. Allen Investments, LLC |
3 |
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
3 |
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
3 |
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
3 |
General Motors Investment Management Corp |
3 |
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
3 |
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
3 |
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
3 |
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
3 |
Roosevelt Investment Group Llc |
3 |
Wetzel Investment Advisors, Inc. |
3 |
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
3 |
Mckinley Capital Management Llc /delaware |
3 |
DiNuzzo Private Wealth, Inc. |
3 |
Bare Financial Services, Inc |
3 |
Quest Partners LLC |
3 |
Skopos Labs, Inc. |
3 |
Smartleaf Asset Management LLC |
3 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
3 |
Richardson Capital Management LLC |
3 |
Rafferty Asset Management, LLC |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
3 |
New Age Alpha Advisors, LLC |
3 |
BTG Pactual Global Asset Management Ltd |
3 |
Scientech Research LLC |
3 |
Granite Point Capital Management, L.P. |
3 |
Hennessy Advisors Inc |
3 |
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
3 |
Colony Group, LLC |
3 |
Torno Capital, Llc |
3 |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
3 |
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
3 |
nVerses Capital, LLC |
3 |
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
3 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
3 |
Optimum Investment Advisors |
3 |
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
3 |
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
3 |
Advisors Preferred, LLC |
3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC |
3 |
Monarch Partners Asset Management LLC |
3 |
Kapitalo Investimentos Ltda |
3 |
Capital Asset Advisory Services LLC |
3 |
Azzad Asset Management Inc /adv |
3 |
American Capital Advisory, LLC |
3 |
Concurrent Investment Advisors, LLC |
3 |
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
3 |
Ashton Thomas Private Wealth, LLC |
3 |
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
3 |
Cornerstone Wealth Management, LLC |
3 |
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
3 |
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
3 |
Mazama Capital Management Inc |
3 |
Jag Capital Management, Llc |
3 |
Swedbank AB |
3 |
Gen-Wealth Partners Inc |
3 |
Dynamic Capital Management Ltd |
3 |
Point72 (DIFC) Ltd |
3 |
Global Financial Private Client, LLC |
3 |
Calvert Investment Management, Inc. |
3 |
Fort, L.p. |
3 |
Washington Capital Management Inc |
3 |
Sirios Capital Management L P |
3 |
FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
3 |
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
3 |
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
3 |
Td Private Client Wealth Llc |
3 |
Cromwell Holdings LLC |
3 |
Element Capital Management Llc |
3 |
Hawk Ridge Capital Management Lp |
3 |
Interval Partners, LP |
3 |
Kestra Investment Management, LLC |
3 |
Zions Bancorporation |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
3 |
Principia Wealth Advisory, LLC |
3 |
GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF |
3 |
Aster Capital Management (DIFC) Ltd |
3 |
Sit Investment Associates Inc |
3 |
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
3 |
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
3 |
361 Capital Llc |
3 |
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
3 |
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
3 |
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF |
3 |
Monetary Management Group Inc |
3 |
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
3 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
3 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
3 |
Tlp Group Llc |
3 |
Sii Investments Inc/wi |
3 |
Retirement Wealth Solutions LLC |
3 |
R Squared Ltd |
3 |
Atwood & Palmer Inc |
3 |
Edgestream Partners, L.P. |
3 |
Wcm Investment Management, Llc |
3 |
MML Series Investment Fund II - MML Equity Rotation Fund Class II |
3 |
MML Series Investment Fund II - MML Equity Fund Initial Class |
3 |
North Star Investment Management Corp. |
3 |
Whipplewood Advisors, LLC |
3 |
Hughes Financial Services, LLC |
3 |
Lombard Odier Asset Management (Switzerland) SA |
3 |
Lombard Odier Asset Management (Europe) Ltd |
3 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
3 |
CSat Investment Advisory, L.P. |
3 |
Allstate Corp |
3 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
3 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
3 |
Baker Ellis Asset Management LLC |
3 |
WealthTrak Capital Management LLC |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
3 |
Northwest Investment Counselors, Llc |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
3 |
Farringdon Capital, Ltd. |
3 |
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
3 |
Electron Capital Partners, LLC |
3 |
Banque Transatlantique SA |
3 |
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A |
3 |
Ameriflex Group, Inc. |
3 |
BKD Wealth Advisors, LLC |
3 |
Universal- Beteiligungs- und Servicegesellschaft mbH |
3 |
Tradewinds Capital Management, LLC |
3 |
Harvey Partners, LLC |
3 |
New Mexico Educational Retirement Board |
3 |
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
3 |
Burnham Asset Management Corp /ny/ |
3 |
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
3 |
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
3 |
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
3 |
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A |
3 |
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
3 |
Westpac Banking Corp |
3 |
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class |
3 |
Suffolk Capital Management Llc |
3 |
Smallcap World Fund Inc |
3 |
PENN SERIES FUNDS INC - Small Cap Index Fund |
3 |
WPG Advisers, LLC |
3 |
Private Wealth Asset Management, LLC |
3 |
SummitTX Capital, L.P. |
3 |
HFM Investment Advisors, LLC |
3 |
People's United Financial, Inc. |
3 |
Scotia Capital Inc. |
3 |
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
3 |
Capula Management Ltd |
3 |
Hermes Investment Management Ltd |
3 |
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
3 |
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
3 |
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
3 |
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
3 |
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
3 |
Cannell Peter B & Co Inc |
3 |
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
3 |
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
3 |
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
3 |
Perella Weinberg Partners Capital Management LP |
3 |
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
3 |
Allegis Investment Advisors, LLC |
3 |
Deere & Co |
3 |
Advance Capital I Inc |
3 |
Congress Asset Management Co /ma |
3 |
Gamco Investors, Inc. Et Al |
3 |