VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
406 |
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
393 |
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
383 |
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
370 |
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
367 |
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
364 |
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
326 |
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
310 |
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
308 |
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
308 |
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
299 |
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
275 |
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
272 |
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
261 |
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
249 |
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
244 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
238 |
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
235 |
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
232 |
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
221 |
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
220 |
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
220 |
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
219 |
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
203 |
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
193 |
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
192 |
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
190 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
183 |
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
182 |
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
171 |
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
169 |
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
164 |
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
162 |
UBS Group AG |
162 |
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
161 |
Morgan Stanley |
161 |
Proequities, Inc. |
159 |
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
158 |
Bank Of America Corp /de/ |
151 |
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
150 |
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
150 |
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
149 |
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
149 |
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
149 |
Susquehanna International Group, Llp |
148 |
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
148 |
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
146 |
Tower Research Capital LLC (TRC) |
145 |
Citadel Advisors Llc |
144 |
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
143 |
Royal Bank Of Canada |
143 |
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
139 |
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
138 |
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
138 |
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
137 |
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
137 |
Six Circles Trust - Six Circles Global Bond Fund |
136 |
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
135 |
Jpmorgan Chase & Co |
135 |
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
134 |
Goldman Sachs Group Inc |
134 |
Vanguard Group Inc |
134 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
133 |
Millennium Management Llc |
133 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
133 |
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
133 |
Geode Capital Management, Llc |
133 |
BlackRock, Inc. |
133 |
Wells Fargo & Company/mn |
133 |
Citigroup Inc |
133 |
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
132 |
NOBOX - Northern Funds - Northern Bond Index Fund |
130 |
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
130 |
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
130 |
Renaissance Technologies Llc |
129 |
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
129 |
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
126 |
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
126 |
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
126 |
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
125 |
Barclays Plc |
124 |
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
124 |
Deutsche Bank Ag\ |
123 |
State Street Corp |
122 |
Jane Street Group, Llc |
122 |
Northern Trust Corp |
122 |
Pnc Financial Services Group, Inc. |
121 |
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
121 |
Fmr Llc |
120 |
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
120 |
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
119 |
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
119 |
IFP Advisors, Inc |
119 |
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
118 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
118 |
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
117 |
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
115 |
Virtu Financial LLC |
115 |
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
115 |
Credit Suisse Ag/ |
114 |
Advisor Group Holdings, Inc. |
114 |
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
113 |
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
113 |
Pacer Advisors, Inc. |
112 |
Ameriprise Financial Inc |
111 |
Marshall Wace, Llp |
111 |
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
109 |
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
109 |
Walleye Trading LLC |
109 |
Hrt Financial Lp |
109 |
Captrust Financial Advisors |
108 |
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
108 |
Manufacturers Life Insurance Company, The |
108 |
Two Sigma Investments, Lp |
108 |
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
107 |
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
107 |
Invesco Ltd. |
106 |
Bank Of Montreal /can/ |
106 |
Bnp Paribas Arbitrage, Sa |
106 |
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
106 |
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
106 |
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
105 |
New York State Common Retirement Fund |
105 |
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
105 |
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
105 |
Creative Planning |
105 |
Bank of New York Mellon Corp |
105 |
Dimensional Fund Advisors Lp |
105 |
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
105 |
American International Group, Inc. |
104 |
Rhumbline Advisers |
104 |
D. E. Shaw & Co., Inc. |
104 |
Charles Schwab Investment Management Inc |
104 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
104 |
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
104 |
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
103 |
Simplex Trading, Llc |
103 |
PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
103 |
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
103 |
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
102 |
SG Americas Securities, LLC |
102 |
Legal & General Group Plc |
101 |
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund |
101 |
Panagora Asset Management Inc |
101 |
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
100 |
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
100 |
Two Sigma Securities, Llc |
100 |
Us Bancorp \de\ |
100 |
Price T Rowe Associates Inc /md/ |
100 |
Russell Investments Group, Ltd. |
100 |
Parametric Portfolio Associates Llc |
100 |
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
99 |
LPL Financial LLC |
99 |
Alliancebernstein L.p. |
99 |
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
99 |
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
99 |
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
99 |
California Public Employees Retirement System |
98 |
Squarepoint Ops LLC |
98 |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
97 |
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
97 |
Group One Trading, L.p. |
97 |
Prelude Capital Management, Llc |
97 |
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
97 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
96 |
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
96 |
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
96 |
Verition Fund Management LLC |
96 |
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
95 |
Aqr Capital Management Llc |
95 |
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
95 |
Northwestern Mutual Wealth Management Co |
95 |
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
94 |
Balyasny Asset Management Llc |
94 |
Cubist Systematic Strategies, LLC |
94 |
California State Teachers Retirement System |
94 |
Wolverine Trading, Llc |
93 |
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
93 |
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
93 |
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
93 |
Ubs Asset Management Americas Inc |
93 |
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
93 |
Cwm, Llc |
92 |
Nuveen Asset Management, LLC |
92 |
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
92 |
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
92 |
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
92 |
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
92 |
Sei Investments Co |
92 |
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
92 |
Bessemer Group Inc |
91 |
Advisory Services Network, LLC |
91 |
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
91 |
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
91 |
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
91 |
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
91 |
Stifel Financial Corp |
91 |
Glenmede Trust Co Na |
91 |
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
91 |
Hsbc Holdings Plc |
91 |
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
90 |
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
90 |
Jefferies Group LLC |
90 |
Acadian Asset Management Llc |
90 |
Victory Capital Management Inc |
90 |
Voya Investment Management Llc |
90 |
Boothbay Fund Management, Llc |
90 |
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
90 |
Paloma Partners Management Co |
90 |
HighTower Advisors, LLC |
89 |
Ladenburg Thalmann Financial Services Inc |
89 |
Walleye Capital LLC |
89 |
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
89 |
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
89 |
Ubs Ag |
89 |
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
89 |
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
89 |
Two Sigma Advisers, Lp |
89 |
Gsa Capital Partners Llp |
88 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
88 |
Macquarie Group Ltd |
88 |
Cutler Group LP |
88 |
Quadrant Capital Group Llc |
88 |
Raymond James & Associates |
88 |
Parallax Volatility Advisers, L.P. |
88 |
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
87 |
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
87 |
First Horizon Advisors, Inc. |
87 |
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
87 |
Schonfeld Strategic Advisors LLC |
87 |
Qube Research & Technologies Ltd |
87 |
Guggenheim Capital Llc |
87 |
Federated Hermes, Inc. |
86 |
Quantbot Technologies LP |
86 |
BlackRock Fund Advisors |
86 |
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
86 |
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
86 |
Amalgamated Bank |
86 |
Wolverine Asset Management Llc |
86 |
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
86 |
Strs Ohio |
86 |
XTX Topco Ltd |
86 |
Envestnet Asset Management Inc |
86 |
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
85 |
First Trust Advisors Lp |
85 |
Principal Financial Group Inc |
85 |
Zurcher Kantonalbank (Zurich Cantonalbank) |
85 |
American Century Companies Inc |
85 |
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
85 |
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
85 |
Parallel Advisors, LLC |
85 |
Allianz Asset Management GmbH |
85 |
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
85 |
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
84 |
Point72 Asset Management, L.P. |
84 |
Lazard Asset Management Llc |
84 |
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
84 |
Steward Partners Investment Advisory, Llc |
84 |
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
84 |
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
84 |
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
84 |
BlackRock Institutional Trust Company, N.A. |
84 |
Engineers Gate Manager LP |
84 |
Comerica Bank |
83 |
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
83 |
Nomura Holdings Inc |
83 |
Allworth Financial LP |
83 |
ExodusPoint Capital Management, LP |
83 |
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
83 |
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
83 |
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
83 |
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
83 |
Neuberger Berman Group LLC |
83 |
Ameritas Investment Partners, Inc. |
83 |
Arrowstreet Capital, Limited Partnership |
83 |
Public Employees Retirement System Of Ohio |
82 |
Raymond James Financial Services Advisors, Inc. |
82 |
Tudor Investment Corp Et Al |
82 |
Kcg Holdings, Inc. |
82 |
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
82 |
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
82 |
Huntington National Bank |
82 |
MASTER BOND LLC - Master Total Return Portfolio |
82 |
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
82 |
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
82 |
State Board Of Administration Of Florida Retirement System |
82 |
Fifth Third Bancorp |
81 |
Wellington Management Group Llp |
81 |
Alberta Investment Management Corp |
81 |
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
81 |
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
81 |
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
81 |
GWM Advisors LLC |
81 |
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
81 |
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
81 |
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
81 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
81 |
Prudential Financial Inc |
81 |
BlackRock Investment Management, LLC |
81 |
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
81 |
Metropolitan Life Insurance Co/ny |
81 |
Dynamic Technology Lab Private Ltd |
81 |
Cambridge Investment Research Advisors, Inc. |
80 |
Gabelli Funds Llc |
80 |
PDT Partners, LLC |
80 |
A.R.T. Advisors, LLC |
80 |
BlackRock Advisors LLC |
80 |
Polar Asset Management Partners Inc. |
80 |
ProShare Advisors LLC |
80 |
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
80 |
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
80 |
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
80 |
State Of Wisconsin Investment Board |
80 |
Ancora Advisors, LLC |
80 |
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
80 |
Signaturefd, Llc |
80 |
Oxford Asset Management Llp |
80 |
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
79 |
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
79 |
Marshall Wace North America L.P. |
79 |
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
79 |
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
79 |
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
79 |
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
79 |
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
79 |
Nisa Investment Advisors, Llc |
79 |
Trexquant Investment LP |
79 |
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
79 |
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
78 |
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
78 |
Hudson Bay Capital Management LP |
78 |
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
78 |
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
78 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
78 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
78 |
Raymond James Financial Inc |
77 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
77 |
Highbridge Capital Management Llc |
77 |
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
77 |
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
77 |
CIBC Private Wealth Group, LLC |
77 |
Jump Financial, LLC |
77 |
Federation des caisses Desjardins du Quebec |
77 |
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
77 |
Norges Bank |
77 |
Blair William & Co/il |
77 |
Man Group plc |
76 |
Thrivent Financial For Lutherans |
76 |
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
76 |
Teacher Retirement System Of Texas |
76 |
Great West Life Assurance Co /can/ |
76 |
O'shaughnessy Asset Management, Llc |
76 |
Advisor Group, Inc. |
76 |
Janus Henderson Group Plc |
76 |
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
76 |
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
76 |
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
75 |
Canada Pension Plan Investment Board |
75 |
KBC Group NV |
75 |
EverSource Wealth Advisors, LLC |
75 |
Franklin Resources Inc |
75 |
Farther Finance Advisors, LLC |
75 |
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
75 |
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
75 |
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
75 |
Massmutual Trust Co Fsb/adv |
75 |
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
75 |
Commonwealth Equity Services, Llc |
75 |
Sterling Capital Management LLC |
75 |
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
75 |
Janney Montgomery Scott LLC |
75 |
Aperio Group, LLC |
75 |
Global Retirement Partners, LLC |
74 |
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
74 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
74 |
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
74 |
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
74 |
Meeder Asset Management Inc |
74 |
Quadrature Capital Ltd |
74 |
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
74 |
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
74 |
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
74 |
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
74 |
Td Asset Management Inc |
73 |
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
73 |
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
73 |
MetLife Investment Management, LLC |
73 |
Magnetar Financial LLC |
73 |
Teachers Retirement System Of The State Of Kentucky |
73 |
BlackRock Group LTD |
73 |
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
73 |
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
73 |
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
73 |
D.a. Davidson & Co. |
73 |
Toronto Dominion Bank |
73 |
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
73 |
Swiss National Bank |
73 |
OMERS ADMINISTRATION Corp |
73 |
Tiaa Cref Investment Management Llc |
73 |
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
73 |
TCI Wealth Advisors, Inc. |
72 |
Los Angeles Capital Management Llc |
72 |
Gamco Investors, Inc. Et Al |
72 |
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
72 |
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
72 |
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
72 |
Capstone Investment Advisors, Llc |
72 |
Russell Frank Co/ |
72 |
Allspring Global Investments Holdings, LLC |
72 |
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
72 |
GAMMA Investing LLC |
72 |
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
72 |
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class |
72 |
Point72 Hong Kong Ltd |
72 |
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
72 |
Nationwide Fund Advisors |
72 |
Eaton Vance Management |
72 |
Mackenzie Financial Corp |
72 |
Principal Funds Inc |
72 |
Mariner, LLC |
72 |
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
71 |
MetLife Securities, Inc |
71 |
Mirae Asset Global Investments Co., Ltd. |
71 |
Teachers Advisors, Llc |
71 |
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
71 |
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
71 |
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
71 |
First Manhattan Co |
71 |
Healthcare Of Ontario Pension Plan Trust Fund |
71 |
DekaBank Deutsche Girozentrale |
71 |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
71 |
Axa S.a. |
71 |
PEAK6 Investments, L.P. |
71 |
Parkside Financial Bank & Trust |
71 |
Assetmark, Inc |
71 |
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
71 |
Putnam Investments Llc |
71 |
Ground Swell Capital, LLC |
70 |
Jones Financial Companies Lllp |
70 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
70 |
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
70 |
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
70 |
SBI Securities Co., Ltd. |
70 |
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
70 |
Private Advisor Group, LLC |
70 |
BlueCrest Capital Management Ltd |
70 |
Schroder Investment Management Group |
70 |
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
70 |
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
70 |
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
70 |
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
70 |
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
70 |
Truist Financial Corp |
70 |
Gotham Asset Management, LLC |
70 |
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
70 |
Private Trust Co Na |
70 |
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
70 |
HAP Trading, LLC |
69 |
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
69 |
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
69 |
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
69 |
Rockefeller Capital Management L.P. |
69 |
FundVantage Trust - Verplanck Balanced Fund |
69 |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
69 |
Lindbrook Capital, Llc |
69 |
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
69 |
Capital Fund Management S.a. |
69 |
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
69 |
NOSGX - Northern Funds - Northern Small Cap Value Fund |
69 |
Brown Brothers Harriman & Co |
69 |
National Bank Of Canada /fi/ |
69 |
Alpine Global Management, LLC |
69 |
Penserra Capital Management LLC |
69 |
Centiva Capital, LP |
69 |
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
69 |
Bridgeway Capital Management Inc |
69 |
MAI Capital Management |
69 |
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
68 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
68 |
FNY Investment Advisers, LLC |
68 |
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
68 |
CENTRAL TRUST Co |
68 |
PEAK6 Investments LLC |
68 |
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
68 |
Glassman Wealth Services |
68 |
Ubs Oconnor Llc |
68 |
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
68 |
Nomura Asset Management Co Ltd |
68 |
M&t Bank Corp |
68 |
State of Tennessee, Treasury Department |
68 |
Winton Capital Group Ltd |
68 |
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
68 |
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
68 |
College Retirement Equities Fund |
68 |
Credit Agricole S A |
68 |
New York State Teachers Retirement System |
67 |
Voloridge Investment Management, Llc |
67 |
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
67 |
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
67 |
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
67 |
National Asset Management, Inc. |
67 |
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
67 |
Brown Advisory Inc |
67 |
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
67 |
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
67 |
Landscape Capital Management, L.l.c. |
67 |
Campbell & CO Investment Adviser LLC |
67 |
Sonora Investment Management, LLC |
67 |
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
67 |
LMR Partners LLP |
67 |
Laurion Capital Management LP |
67 |
Public Employees Retirement Association Of Colorado |
67 |
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
67 |
Geneos Wealth Management Inc. |
67 |
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
67 |
Clear Street Markets Llc |
67 |
Amundi Pioneer Asset Management Inc |
67 |
Connor, Clark & Lunn Investment Management Ltd. |
67 |
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
67 |
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
67 |
Picton Mahoney Asset Management |
67 |
Bayesian Capital Management, LP |
67 |
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
66 |
Valeo Financial Advisors, LLC |
66 |
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
66 |
American Portfolios Advisors |
66 |
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
66 |
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
66 |
Ellington Management Group Llc |
66 |
Y-Intercept (Hong Kong) Ltd |
66 |
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
66 |
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
66 |
Fuller & Thaler Asset Management, Inc. |
66 |
Whittier Trust Co |
66 |
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
66 |
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
66 |
Stevens Capital Management Lp |
66 |
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
66 |
Hbk Investments L P |
66 |
HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
66 |
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
66 |
Arizona State Retirement System |
66 |
Oppenheimer & Co Inc |
66 |
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
66 |
Natixis |
66 |
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
66 |
Lord, Abbett & Co. Llc |
65 |
Ergoteles LLC |
65 |
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
65 |
Advisors Asset Management, Inc. |
65 |
IWV - iSHARES TRUST - iShares Russell 3000 ETF |
65 |
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
65 |
Amundi |
65 |
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
65 |
Ronald Blue Trust, Inc. |
65 |
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
65 |
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
65 |
MUFG Americas Holdings Corp |
65 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
65 |
VDAFX - VALIC Co I - Dynamic Allocation Fund |
65 |
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
65 |
TD Waterhouse Canada Inc. |
64 |
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
64 |
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
64 |
Oppenheimer Funds Inc |
64 |
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
64 |
Nordea Investment Management Ab |
64 |
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
64 |
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
64 |
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
64 |
Benjamin F. Edwards & Company, Inc. |
64 |
Robeco Institutional Asset Management B.V. |
64 |
Stratos Wealth Partners, LTD. |
64 |
BNP Paribas Asset Management Holding S.A. |
64 |
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
64 |
Baird Financial Group, Inc. |
64 |
Weiss Multi-Strategy Advisers LLC |
64 |
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
63 |
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
63 |
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
63 |
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
63 |
Cetera Advisor Networks LLC |
63 |
QS Investors, LLC |
63 |
NEXT Financial Group, Inc |
63 |
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
63 |
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
63 |
Versant Capital Management, Inc |
63 |
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
63 |
Covestor Ltd |
63 |
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
63 |
Jacobs Levy Equity Management, Inc |
63 |
Alyeska Investment Group, L.P. |
63 |
Bank Of Nova Scotia |
63 |
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
63 |
Pathstone Family Office, Llc |
63 |
Cresset Asset Management, LLC |
63 |
Sowell Financial Services LLC |
62 |
GAM Holding AG |
62 |
Driehaus Capital Management Llc |
62 |
Howe & Rusling Inc |
62 |
Aigen Investment Management, Lp |
62 |
FDx Advisors, Inc. |
62 |
JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
62 |
SRS Capital Advisors, Inc. |
62 |
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
62 |
Larson Financial Group LLC |
62 |
Oregon Public Employees Retirement Fund |
62 |
Algert Global Llc |
62 |
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
62 |
Public Sector Pension Investment Board |
62 |
Asset Management One Co., Ltd. |
62 |
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
62 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
62 |
Jfs Wealth Advisors, Llc |
62 |
State of Wyoming |
62 |
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
61 |
Mitsubishi UFJ Trust & Banking Corp |
61 |
Umb Bank N A/mo |
61 |
Smartleaf Asset Management LLC |
61 |
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
61 |
Acrospire Investment Management LLC |
61 |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
61 |
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
61 |
STFBX - Advisers Investment Trust - State Farm Balanced Fund |
61 |
Private Capital Group, LLC |
61 |
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
61 |
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
61 |
Harbour Investments, Inc. |
61 |
State Farm Variable Product Trust |
61 |
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
61 |
State Farm Mutual Fund Trust |
61 |
Jefferies Financial Group Inc. |
61 |
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
61 |
Caxton Associates Lp |
61 |
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
61 |
Atria Investments Llc |
61 |
United Services Automobile Association |
61 |
First Republic Investment Management, Inc. |
61 |
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
61 |
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
61 |
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
61 |
Caption Management, LLC |
61 |
Loomis Sayles & Co L P |
61 |
Coldstream Capital Management Inc |
61 |
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
61 |
Susquehanna Fundamental Investments, Llc |
61 |
Principal Securities, Inc. |
61 |
Occudo Quantitative Strategies Lp |
61 |
Smithfield Trust Co |
61 |
PineBridge Investments, L.P. |
61 |
International Assets Investment Management, Llc |
60 |
Wealthspire Advisors, L.P. |
60 |
VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares |
60 |
Dupont Capital Management Corp |
60 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
60 |
Vanguard Index Funds |
60 |
Cornerstone Planning Group LLC |
60 |
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
60 |
Orion Portfolio Solutions, LLC |
60 |
Cornerstone Capital Management Holdings Llc. |
60 |
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
60 |
Bell Investment Advisors, Inc |
60 |
Quantitative Systematic Strategies LLC |
60 |
Mercer Global Advisors Inc /adv |
60 |
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
60 |
State of New Jersey Common Pension Fund D |
60 |
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
60 |
Gradient Investments LLC |
60 |
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
60 |
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
60 |
Natixis Advisors, L.p. |
60 |
Aviva Plc |
60 |
MBOVX - M FUND INC - M Large Cap Value Fund |
60 |
Employees Retirement System of Texas |
60 |
NumerixS Investment Technologies Inc |
60 |
Graham Capital Management, L.P. |
60 |
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
60 |
Bokf, Na |
59 |
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
59 |
Aquatic Capital Management LLC |
59 |
VTL Associates, LLC |
59 |
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
59 |
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
59 |
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
59 |
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
59 |
PENN SERIES FUNDS INC - International Equity Fund |
59 |
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
59 |
Mutual Of America Capital Management Llc |
59 |
Skandinaviska Enskilda Banken AB (publ) |
59 |
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
59 |
CIBC Asset Management Inc |
59 |
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
59 |
Manchester Capital Management LLC |
59 |
Airain ltd |
59 |
Sofos Investments, Inc. |
59 |
Emerald Acquisition Ltd. |
59 |
FORA Capital, LLC |
59 |
First Mercantile Trust Co |
59 |
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
59 |
Van Eck Associates Corp |
59 |
ClariVest Asset Management LLC |
59 |
Tiaa-cref Funds |
59 |
1832 Asset Management L.P. |
59 |
Rational Advisors Llc |
59 |
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
59 |
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
59 |
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
59 |
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
59 |
Skopos Labs, Inc. |
58 |
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
58 |
Texas Permanent School Fund |
58 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
58 |
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
58 |
Fox Run Management, L.l.c. |
58 |
Karp Capital Management Corp |
58 |
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
58 |
Synovus Financial Corp |
58 |
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
58 |
LS Investment Advisors, LLC |
58 |
Stephens Inc /ar/ |
58 |
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
58 |
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
58 |
Managed Account Advisors Llc |
58 |
Hutchin Hill Capital, LP |
58 |
Ellevest, Inc. |
58 |
Capital Advisors, Ltd. LLC |
58 |
AdvisorNet Financial, Inc |
58 |
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
58 |
Trust Co Of Vermont |
58 |
AMP Capital Investors Ltd |
58 |
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
58 |
Keybank National Association/oh |
58 |
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
58 |
Spire Wealth Management |
58 |
BRYN MAWR TRUST Co |
58 |
Vident Investment Advisory, LLC |
58 |
JustInvest LLC |
58 |
Profund Advisors Llc |
58 |
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
58 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
58 |
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
57 |
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
57 |
Nuveen, LLC |
57 |
Tocqueville Asset Management L.p. |
57 |
Weiss Strategic Interval Fund |
57 |
Yousif Capital Management, Llc |
57 |
CIBC World Markets Inc. |
57 |
Corebridge Financial, Inc. |
57 |
Washington Trust Bank |
57 |
Crossmark Global Holdings, Inc. |
57 |
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF |
57 |
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
57 |
Thompson Davis & Co., Inc. |
57 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
57 |
Gabelli Equity Trust Inc |
57 |
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
57 |
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
57 |
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
57 |
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
57 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
57 |
Diversified Trust Co |
57 |
Farmers & Merchants Investments Inc |
57 |
Martingale Asset Management L P |
57 |
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
57 |
Adage Capital Partners Gp, L.l.c. |
57 |
Cetera Investment Advisers |
57 |
BlackRock Japan Co. Ltd |
57 |
Berman Capital Advisors, LLC |
57 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
57 |
Massachusetts Financial Services Co /ma/ |
57 |
Numeric Investors Llc |
57 |
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF |
57 |
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
57 |
Enterprise Financial Services Corp |
56 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
56 |
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
56 |
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
56 |
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
56 |
Cerity Partners LLC |
56 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
56 |
Virginia Retirement Systems Et Al |
56 |
Seven Eight Capital, Lp |
56 |
Caitong International Asset Management Co., Ltd |
56 |
Shell Asset Management Co |
56 |
Patriot Financial Group Insurance Agency, LLC |
56 |
Spot Trading L.L.C |
56 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
56 |
JNBA Financial Advisors |
56 |
Hantz Financial Services, Inc. |
56 |
CoreCap Advisors, LLC |
56 |
Sunbelt Securities, Inc. |
56 |
RidgeWorth Capital Management LLC |
56 |
Prospera Financial Services Inc |
56 |
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
56 |
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
56 |
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
56 |
Mason Street Advisors, Llc |
56 |
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
56 |
Plante Moran Financial Advisors, LLC |
56 |
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
56 |
Hartland & Co., LLC |
55 |
Toroso Investments, LLC |
55 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
55 |
Cibc World Markets Corp |
55 |
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
55 |
Navellier & Associates Inc |
55 |
CI Private Wealth, LLC |
55 |
Brinker Capital Investments, LLC |
55 |
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
55 |
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
55 |
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
55 |
Amalgamated Financial Corp. |
55 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
55 |
Handelsbanken Fonder AB |
55 |
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
55 |
Grantham, Mayo, Van Otterloo & Co. LLC |
55 |
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
55 |
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
55 |
Vanguard World Fund |
55 |
Alps Advisors Inc |
55 |
First Quadrant L P/ca |
55 |
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
55 |
Blueshift Asset Management, LLC |
55 |
Davidson Kempner Capital Management Lp |
55 |
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
55 |
Belpointe Asset Management LLC |
55 |
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
55 |
Johnson Financial Group, Inc. |
55 |
Wipfli Financial Advisors Llc, |
55 |
Shelton Capital Management |
55 |
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
55 |
Moore Capital Management, Lp |
55 |
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
55 |
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
55 |
FNY Managed Accounts LLC |
55 |
Suntrust Banks Inc |
55 |
Oppenheimer Asset Management Inc. |
55 |
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
55 |
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
54 |
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
54 |
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
54 |
Assenagon Asset Management S.A. |
54 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
54 |
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
54 |
Louisiana State Employees Retirement System |
54 |
Mml Investors Services, Llc |
54 |
Kestra Advisory Services, LLC |
54 |
Old Mission Capital Llc |
54 |
Police & Firemen's Retirement System of New Jersey |
54 |
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
54 |
Sawtooth Solutions, LLC |
54 |
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
54 |
GIMFX - GMO TRUST - GMO Implementation Fund |
54 |
ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
54 |
Oppenheimer Etf Trust |
54 |
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
54 |
State of Alaska, Department of Revenue |
54 |
Regions Financial Corp |
54 |
Capstone Asset Management Co |
54 |
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
54 |
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
54 |
Ing Groep Nv |
54 |
Piedmont Investment Advisors Llc |
54 |
Whittier Trust Co Of Nevada Inc |
54 |
Hillsdale Investment Management Inc. |
54 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
53 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
53 |
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
53 |
Vantagepoint Funds |
53 |
Rehmann Capital Advisory Group |
53 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
53 |
Hanseatic Management Services Inc |
53 |
Proficio Capital Partners LLC |
53 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
53 |
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
53 |
Sandy Spring Bank |
53 |
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
53 |
Advanced Series Trust - Ast Advanced Strategies Portfolio |
53 |
Retirement Systems of Alabama |
53 |
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
53 |
Css Llc/il |
53 |
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
53 |
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
53 |
Municipal Employees' Retirement System of Michigan |
53 |
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
53 |
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
53 |
Exchange Traded Concepts, Llc |
53 |
Wealth Enhancement Advisory Services, Llc |
53 |
IndexIQ Advisors LLC |
53 |
Quarry LP |
53 |
Fortitude Family Office, LLC |
53 |
North Star Investment Management Corp. |
53 |
FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio |
53 |
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
53 |
Barings Llc |
53 |
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
53 |
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
53 |
Quantinno Capital Management LP |
53 |
Atom Investors LP |
53 |
C M Bidwell & Associates Ltd |
52 |
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
52 |
Quantamental Technologies LLC |
52 |
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
52 |
Quantitative Investment Management, LLC |
52 |
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
52 |
Zacks Investment Management |
52 |
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
52 |
Calamos Advisors LLC |
52 |
Headlands Technologies LLC |
52 |
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
52 |
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
52 |
FIL Ltd |
52 |
Visium Asset Management, LP |
52 |
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
52 |
Financial Architects, Inc |
52 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
52 |
Hartford Mutual Funds Inc/ct |
52 |
Nbc Securities, Inc. |
52 |
Holocene Advisors, LP |
52 |
Carroll Financial Associates, Inc. |
52 |
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
52 |
Cnh Partners Llc |
52 |
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
52 |
Commonwealth Equity Services, Inc |
52 |
Schubert & Co |
52 |
True Wealth Design, LLC |
52 |
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF |
52 |
Vestcor Inc |
52 |
Pictet Asset Management Ltd |
52 |
Pathstone Holdings, LLC |
52 |
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
52 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
52 |
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
52 |
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
52 |
Maverick Capital Ltd |
52 |
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
52 |
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
52 |
Teza Capital Management LLC |
52 |
FineMark National Bank & Trust |
51 |
Pinnacle Wealth Planning Services, Inc. |
51 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
51 |
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
51 |
Candriam Luxembourg S.C.A. |
51 |
United Capital Financial Advisers, Llc |
51 |
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
51 |
Princeton Alpha Management LP |
51 |
Gemmer Asset Management LLC |
51 |
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
51 |
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
51 |
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
51 |
Daiwa Securities Group Inc. |
51 |
Thompson Siegel & Walmsley Llc |
51 |
Intech Investment Management Llc |
51 |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
51 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
51 |
Rothschild Investment Llc |
51 |
Commonwealth Bank Of Australia |
51 |
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
51 |
JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A) |
51 |
Chicago Equity Partners Llc |
51 |
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
51 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
51 |
Liberty Mutual Group Asset Management Inc. |
51 |
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
51 |
Twin Tree Management, LP |
51 |
QCVAX - Clearwater Investment Trust - Clearwater International Fund |
51 |
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
51 |
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
51 |
Dark Forest Capital Management Lp |
51 |
Weiss Asset Management LP |
51 |
Assured Investment Management LLC |
51 |
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
51 |
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
51 |
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
51 |
World Asset Management Inc |
51 |
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
51 |
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
51 |
Convergence Investment Partners, LLC |
50 |
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
50 |
Northern Trust Co Of Connecticut |
50 |
SJS Investment Consulting Inc. |
50 |
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
50 |
Jennison Associates Llc |
50 |
Ameritas Investment Corp |
50 |
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
50 |
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
50 |
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
50 |
Twinbeech Capital Lp |
50 |
Catalyst Capital Advisors LLC |
50 |
Element Capital Management Llc |
50 |
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
50 |
Scotia Capital Inc. |
50 |
Snowden Capital Advisors LLC |
50 |
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
50 |
IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
50 |
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class |
50 |
Carlson Capital L P |
50 |
APG Asset Management N.V. |
50 |
Abound Wealth Management |
50 |
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
50 |
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
50 |
Eqis Capital Management, Inc. |
50 |
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
50 |
Scopus Asset Management, L.p. |
50 |
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
50 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
50 |
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
50 |
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
50 |
First Hawaiian Bank |
50 |
Paradigm Asset Management Co Llc |
50 |
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
50 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
50 |
Timber Hill LLC |
50 |
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
50 |
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
50 |
Ajo, Lp |
50 |
Cullen/frost Bankers, Inc. |
50 |
Westpac Banking Corp |
50 |
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
50 |
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
50 |
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
50 |
Money Concepts Capital Corp |
49 |
Mirabella Financial Services Llp |
49 |
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
49 |
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
49 |
RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity |
49 |
Utah Retirement Systems |
49 |
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
49 |
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
49 |
James Investment Research Inc |
49 |
J. Goldman & Co LP |
49 |
RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class |
49 |
Caisse De Depot Et Placement Du Quebec |
49 |
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
49 |
State Of Michigan Retirement System |
49 |
EAM Investors, LLC |
49 |
FinTrust Capital Advisors, LLC |
49 |
Commerce Bank |
49 |
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
49 |
Commerzbank Aktiengesellschaft /fi |
49 |
Quest Partners LLC |
49 |
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
49 |
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
49 |
Bridgewater Associates, LP |
49 |
Summit Trail Advisors, Llc |
49 |
WFG Advisors, LP |
49 |
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
49 |
Sutton Wealth Advisors Inc. |
49 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
49 |
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
49 |
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
49 |
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
49 |
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
49 |
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
49 |
Analytic Investors, LLC |
49 |
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
49 |
Itau Unibanco Holding S.A. |
49 |
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
49 |
Reilly Financial Advisors, Llc |
49 |
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
49 |
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
49 |
AHL Partners LLP |
49 |
Armistice Capital, Llc |
48 |
Savant Capital, LLC |
48 |
Mfs Charter Income Trust |
48 |
Ameritas Advisory Services, LLC |
48 |
Sciencast Management LP |
48 |
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
48 |
IECS - iShares U.S. ETF Trust - iShares Evolved U.S. Consumer Staples ETF |
48 |
Sumitomo Mitsui Trust Holdings, Inc. |
48 |
Segall Bryant & Hamill, Llc |
48 |
SAC Capital Advisors LP |
48 |
National Planning Corp |
48 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
48 |
Brevan Howard Capital Management LP |
48 |
Fisher Asset Management, LLC |
48 |
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
48 |
ETRADE Capital Management LLC |
48 |
Point72 Asia (Singapore) Pte. Ltd. |
48 |
Td Private Client Wealth Llc |
48 |
Flagship Harbor Advisors, Llc |
48 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
48 |
Cadence Capital Management Llc |
48 |
Valley National Advisers Inc |
48 |
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
48 |
PBJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Food & Beverage ETF |
48 |
Ontario Teachers Pension Plan Board |
48 |
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
48 |
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
48 |
First Citizens Bank & Trust Co |
48 |
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
48 |
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
48 |
Alphacrest Capital Management Llc |
48 |
Contravisory Investment Management, Inc. |
48 |
Mount Yale Investment Advisors, LLC |
48 |
Empowered Funds, LLC |
48 |
Securian Asset Management, Inc |
48 |
BRACX - Blackrock Allocation Target Shares - Bats Series C |
48 |
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
48 |
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
48 |
Bb&t Securities, Llc |
48 |
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
48 |
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
48 |
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
48 |
Steward Financial Group LLC |
48 |
Ballentine Partners, LLC |
48 |
Americafirst Capital Management, Llc |
48 |
Cornerstone Advisors, Inc. |
48 |
Sculptor Capital LP |
48 |
Ci Investments Inc. |
48 |
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
48 |
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
47 |
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
47 |
Guardian Wealth Advisors, LLC |
47 |
MQS Management LLC |
47 |
Evercore Wealth Management, LLC |
47 |
Independent Portfolio Consultants, Inc. |
47 |
Great Lakes Advisors, Llc |
47 |
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
47 |
Gts Securities Llc |
47 |
Point72 (DIFC) Ltd |
47 |
JNL SERIES TRUST - JNL Bond Index Fund (I) |
47 |
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
47 |
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
47 |
Bridgefront Capital, LLC |
47 |
Disciplined Investments, LLC |
47 |
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
47 |
Bartlett & Co. LLC |
47 |
Vontobel Holding Ltd. |
47 |
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
47 |
Invictus RG |
47 |
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
47 |
GV Financial Advisors |
47 |
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
47 |
Invesco Bond Fund |
47 |
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
47 |
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
47 |
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
47 |
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
47 |
Guggenheim Active Allocation Fund |
47 |
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
47 |
Cipher Capital LP |
47 |
Northwestern Mutual Investment Management Company, Llc |
47 |
Deere & Co |
47 |
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
47 |
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
47 |
Financial Management Professionals, Inc. |
47 |
AE Wealth Management LLC |
47 |
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
47 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
47 |
Stone Ridge Asset Management LLC |
47 |
Independent Advisor Alliance |
47 |
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
47 |
Creative Financial Designs Inc /adv |
47 |
JJJ Advisors Inc. |
47 |
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
47 |
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
47 |
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
47 |
Boston Partners |
46 |
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
46 |
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
46 |
Weld Capital Management Llc |
46 |
Blackrock Ltd Duration Income Trust |
46 |
Mfs Multimarket Income Trust |
46 |
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class |
46 |
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
46 |
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
46 |
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
46 |
VCAAX - VALIC Co I - Asset Allocation Fund |
46 |
New Mexico Educational Retirement Board |
46 |
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
46 |
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
46 |
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
46 |
Jane Street Holding, LLC |
46 |
Tompkins Financial Corp |
46 |
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
46 |
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
46 |
DAVENPORT & Co LLC |
46 |
Atria Wealth Solutions, Inc. |
46 |
Eaton Vance Ltd Duration Income Fund |
46 |
Venturi Wealth Management, LLC |
46 |
Pictet Asset Management Sa |
46 |
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
46 |
Old Mutual Global Investors (UK) Ltd. |
46 |
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
46 |
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
46 |
Petrus Trust Company, LTA |
46 |
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
46 |
Twin Peaks Wealth Advisors, LLC |
46 |
Seacrest Wealth Management, Llc |
46 |
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
46 |
Capital Performance Advisors Llp |
46 |
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
46 |
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
46 |
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
46 |
Centaurus Financial, Inc. |
46 |
Gabelli Dividend & Income Trust |
46 |
EntryPoint Capital, LLC |
46 |
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
46 |
Golden State Wealth Management, LLC |
46 |
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
46 |
Cetera Advisors LLC |
46 |
Sherbrooke Park Advisers Llc |
46 |
Waddell & Reed Financial Inc |
45 |
Fieldpoint Private Securities, LLC |
45 |
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
45 |
Bogle Investment Management L P /de/ |
45 |
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
45 |
Edgestream Partners, L.P. |
45 |
Vigilant Capital Management, LLC |
45 |
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
45 |
Hexagon Capital Partners LLC |
45 |
Evoke Wealth, Llc |
45 |
Lido Advisors, LLC |
45 |
Vantage Consulting Group Inc |
45 |
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
45 |
Motco |
45 |
Illinois Municipal Retirement Fund |
45 |
Sei Trust Co |
45 |
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
45 |
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
45 |
Bogart Wealth, LLC |
45 |
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
45 |
Vident Advisory, LLC |
45 |
Front Row Advisors LLC |
45 |
CenterStar Asset Management, LLC |
45 |
Tcwp Llc |
45 |
Boston Private Wealth Llc |
45 |
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
45 |
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
45 |
Clearbridge Investments, LLC |
45 |
King Luther Capital Management Corp |
45 |
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
45 |
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 |
45 |
Hancock Whitney Corp |
45 |
Clinton Group Inc |
45 |
VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
45 |
Bartlett & Co. Wealth Management Llc |
45 |
Eagle Asset Management Inc |
45 |
Janus Capital Management Llc |
45 |
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
45 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
45 |
Cinctive Capital Management LP |
45 |
Lombard Odier Asset Management (USA) Corp |
45 |
Global X Management CO LLC |
45 |
Catalyst Funds Management Pty Ltd |
45 |
Duality Advisers, Lp |
45 |
Sanctuary Advisors, LLC |
45 |
Moors & Cabot, Inc. |
45 |
Wealthfront Inc |
45 |
Tarbox Family Office, Inc. |
45 |
IWM - iSHARES TRUST - iShares Russell 2000 ETF |
45 |
Sargent Bickham Lagudis LLC |
45 |
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
45 |
Gabelli Equity Series Funds Inc |
45 |
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
45 |
Newbridge Financial Services Group, Inc. |
45 |
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
45 |
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
45 |
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
44 |
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
44 |
Kornitzer Capital Management Inc /ks |
44 |
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
44 |
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
44 |
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
44 |
Mackay Shields Llc |
44 |
Tfs Capital Llc |
44 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
44 |
Highlander Capital Management, LLC |
44 |
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
44 |
Versor Investments LP |
44 |
Sanctuary Wealth Advisors, LLC |
44 |
We Are One Seven, LLC |
44 |
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
44 |
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I |
44 |
Boston Advisors Llc |
44 |
SOUTH STATE Corp |
44 |
Sigma Planning Corp |
44 |
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
44 |
Cordant, Inc. |
44 |
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
44 |
Levin Capital Strategies, L.p. |
44 |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
44 |
Knight Capital Group, Inc. |
44 |
NSIDX - Northern Funds - Northern Small Cap Index Fund |
44 |
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
44 |
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
44 |
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
44 |
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
44 |
Northwest & Ethical Investments L.P. |
44 |
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
44 |
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
44 |
Compagnie Lombard Odier SCmA |
44 |
Symons Capital Management Inc |
44 |
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
44 |
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
44 |
Colony Group Llc |
44 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
44 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
44 |
Campbell Multi-strategy Trust |
44 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
44 |
Avion Wealth |
44 |
Prudential Plc |
44 |
Csenge Advisory Group |
44 |
Resources Investment Advisors, LLC. |
44 |
Pictet Asset Management Holding SA |
44 |
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
44 |
Earnest Partners Llc |
44 |
Nine Chapters Capital Management LLC |
44 |
Silvercrest Asset Management Group Llc |
44 |
Advisory Research Inc |
44 |
CenterStar Fund, LLC |
44 |
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
44 |
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
44 |
Salem Investment Counselors Inc |
44 |
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
44 |
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
44 |
Nebula Research & Development LLC |
44 |
DAACX - Adviser Managed Trust - Diversified Equity Fund |
44 |
Cary Street Partner Investment Advisory Llc |
44 |
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
44 |
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
44 |
Arkadios Wealth Advisors |
44 |
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
44 |
First Personal Financial Services |
43 |
Blackrock Credit Allocation Income Trust |
43 |
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
43 |
Maryland State Retirement & Pension System |
43 |
First Allied Advisory Services, Inc. |
43 |
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
43 |
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
43 |
Global X Funds |
43 |
NN Investment Partners Holdings N.V. |
43 |
Concord Wealth Partners |
43 |
Investors Research Corp |
43 |
Pitcairn Co |
43 |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
43 |
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
43 |
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
43 |
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
43 |
Optimum Investment Advisors |
43 |
Checchi Capital Advisers, LLC |
43 |
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
43 |
Pearl River Capital, LLC |
43 |
Townsquare Capital Llc |
43 |
Brandywine Global Investment Management, LLC |
43 |
Covington Capital Management |
43 |
Agf Investments Inc. |
43 |
Harel Insurance Investments & Financial Services Ltd. |
43 |
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
43 |
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
43 |
Sequoia Financial Advisors, LLC |
43 |
Eagle Bay Advisors LLC |
43 |
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
43 |
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
43 |
Tokio Marine Asset Management Co Ltd |
43 |
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
43 |
Meridian Wealth Partners, LLC |
43 |
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
43 |
Aster Capital Management (DIFC) Ltd |
43 |
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
43 |
Ethic Inc. |
43 |
Moody National Bank Trust Division |
43 |
Cowen Group, Inc. |
43 |
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
43 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
43 |
PENN SERIES FUNDS INC - Small Cap Index Fund |
43 |
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
43 |
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
43 |
Forum Funds |
43 |
Balentine LLC |
43 |
People's United Financial, Inc. |
43 |
Xponance, Inc. |
43 |
Profunds - Profund Vp Ultrasmall-cap |
43 |
Old National Bancorp /in/ |
43 |
Profunds - Profund Vp Small-cap |
43 |
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
43 |
K2 Principal Fund, L.p. |
43 |
Point72 Middle East FZE |
43 |
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
43 |
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
43 |
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
43 |
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
43 |
Brookstone Capital Management |
43 |
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
43 |
Rsm Us Wealth Management Llc |
43 |
GW&K Investment Management, LLC |
43 |
Axq Capital, Lp |
43 |
Atlantic Trust, LLC |
43 |
Tradewinds Capital Management, LLC |
43 |
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
43 |
Koshinski Asset Management, Inc. |
42 |
Asset Dedication, LLC |
42 |
CAPROCK Group, Inc. |
42 |
Klp Kapitalforvaltning As |
42 |
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
42 |
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
42 |
FNY Partners Fund LP |
42 |
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
42 |
PSL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Staples Momentum ETF |
42 |
Hemington Wealth Management |
42 |
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
42 |
Lsv Asset Management |
42 |
SpiderRock Trading LLC |
42 |
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
42 |
Baker Avenue Asset Management, LP |
42 |
Old Mutual Customised Solutions (proprietary) Ltd |
42 |
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
42 |
Advisors Preferred, LLC |
42 |
Citizens Financial Group Inc/ri |
42 |
Ieq Capital, Llc |
42 |
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
42 |
Kingdon Capital Management, L.l.c. |
42 |
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
42 |
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
42 |
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
42 |
Banque Cantonale Vaudoise |
42 |
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
42 |
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
42 |
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
42 |
Icon Advisers Inc/co |
42 |
Treasurer of the State of North Carolina |
42 |
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
42 |
Capital Analysts, Inc. |
42 |
Usca Ria Llc |
42 |
Veriti Management LLC |
42 |
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
42 |
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
42 |
NewSquare Capital LLC |
42 |
EBI - RBB Fund Trust - Longview Advantage ETF |
42 |
Freestone Capital Holdings, LLC |
42 |
Kayne Anderson Rudnick Investment Management Llc |
42 |
Pendal Group Ltd |
42 |
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
42 |
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
42 |
Tcw Group Inc |
42 |
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
42 |
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
42 |
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
42 |
Standard Life Aberdeen plc |
42 |
Ionic Capital Management LLC |
42 |
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
42 |
Avantax Advisory Services, Inc. |
42 |
Xact Kapitalforvaltning AB |
42 |
USA Financial Portformulas Corp |
42 |
Yorktown Management & Research Co Inc |
42 |
Harbor Investment Advisory, Llc |
42 |
Longfellow Investment Management Co Llc |
42 |
FTXG - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Food & Beverage ETF |
42 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
42 |
Alliancebernstein Global High Income Fund Inc |
42 |
QCM Cayman, Ltd. |
42 |
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
42 |
Calvert Investment Management, Inc. |
42 |
Tortoise Investment Management, LLC |
41 |
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
41 |
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
41 |
Entropy Technologies, LP |
41 |
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
41 |
USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
41 |
Exane Derivatives |
41 |
Sound Income Strategies, LLC |
41 |
First Horizon Corp |
41 |
Wbi Investments, Inc. |
41 |
SG3 Management, LLC |
41 |
SLPIX - Profunds - Small-cap Profund Investor Class |
41 |
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF |
41 |
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares |
41 |
Parametrica Management Ltd |
41 |
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
41 |
Soros Fund Management Llc |
41 |
Parkwood LLC |
41 |
Lenox Wealth Advisors, LLC |
41 |
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
41 |
Pine River Capital Management L.P. |
41 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
41 |
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
41 |
MCF Advisors LLC |
41 |
Regal Investment Advisors LLC |
41 |
Hm Payson & Co |
41 |
Chevy Chase Trust Holdings, Inc. |
41 |
Riverview Trust Co |
41 |
Colony Group, LLC |
41 |
VCSLX - VALIC Co I - Small Cap Index Fund |
41 |
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
41 |
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
41 |
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
41 |
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
41 |
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
41 |
Irish Life Investment Managers Ltd. |
41 |
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
41 |
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III |
41 |
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
41 |
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
41 |
Rise Advisors, LLC |
41 |
Moneta Group Investment Advisors Llc |
41 |
IBM Retirement Fund |
41 |
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
41 |
Jupiter Asset Management Ltd |
41 |
Ashton Thomas Private Wealth, LLC |
41 |
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
41 |
TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
41 |
Global Financial Private Client, LLC |
41 |
Optiver Holding B.V. |
41 |
BNP Paribas Investment Partners S.A. |
41 |
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
41 |
IHT Wealth Management, LLC |
41 |
Wellington Shields Capital Management, LLC |
41 |
Tfs Capital Investment Trust |
41 |
Kennedy Capital Management, Inc. |
41 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
41 |
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T |
41 |
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
41 |
Simon Quick Advisors, Llc |
41 |
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
41 |
Mather Group, Llc. |
41 |
Advisor Partners Llc |
41 |
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
41 |
Prestige Wealth Management Group LLC |
41 |
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
41 |
Kepos Capital LP |
41 |
Menta Capital Llc |
41 |
Chicago Partners Investment Group LLC |
40 |
Institutional & Family Asset Management, Llc |
40 |
WealthPLAN Partners, LLC |
40 |
Perigon Wealth Management, LLC |
40 |
Summit Global Investments |
40 |
Financial Gravity Companies, Inc. |
40 |
Edmond De Rothschild Holding S.a. |
40 |
New York Life Investment Management Llc |
40 |
Peak6 Llc |
40 |
Cca Investments Trust |
40 |
Vanguard Whitehall Funds |
40 |
DiNuzzo Private Wealth, Inc. |
40 |
Rafferty Asset Management, LLC |
40 |
Advisor Partners Ii, Llc |
40 |
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
40 |
Crewe Advisors LLC |
40 |
Boston Private Bank & Trust Co |
40 |
Claymore Exchange-traded Fund Trust |
40 |
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
40 |
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
40 |
Bay Harbor Wealth Management, LLC |
40 |
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
40 |
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
40 |
Inceptionr Llc |
40 |
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
40 |
Universal- Beteiligungs- und Servicegesellschaft mbH |
40 |
Capital Guardian Trust Co |
40 |
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
40 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
40 |
Westside Investment Management, Inc. |
40 |
Mv Capital Management, Inc. |
40 |
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
40 |
Harvest Fund Management Co., Ltd |
40 |
Woodline Partners LP |
40 |
Absolute Return Capital, LLC |
40 |
Janney Capital Management LLC |
40 |
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
40 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
40 |
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II |
40 |
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A |
40 |
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
40 |
Regentatlantic Capital Llc |
40 |
Coastal Investment Advisors, Inc. |
40 |
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional |
40 |
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
40 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
40 |
Avantax Planning Partners, Inc. |
40 |
SECOR Capital Advisors, LP |
40 |
Bluefin Trading, LLC |
40 |
Fred Alger Management, Llc |
39 |
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
39 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
39 |
Hartford Investment Management Co |
39 |
Bruce G. Allen Investments, LLC |
39 |
Wunderlich Securities, Inc. |
39 |
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
39 |
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
39 |
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
39 |
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF |
39 |
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
39 |
nVerses Capital, LLC |
39 |
John Hancock Hedged Equity & Income Fund |
39 |
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
39 |
Hollencrest Capital Management |
39 |
Six Circles Trust - Six Circles Credit Opportunities Fund |
39 |
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
39 |
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
39 |
Erste Asset Management GmbH |
39 |
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
39 |
Symphony Asset Management Llc |
39 |
Humankind Benefit Corp - Humankind US Stock ETF |
39 |
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
39 |
Toth Financial Advisory Corp |
39 |
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
39 |
Virtus Investment Advisers, Inc. |
39 |
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
39 |
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
39 |
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
39 |
Parkworth Wealth Management, Inc. |
39 |
Truvestments Capital Llc |
39 |
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
39 |
OAKIX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Fund Investor Class |
39 |
San Francisco Sentry Investment Group (ca) |
39 |
Maven Securities LTD |
39 |
Anchor Investment Management, LLC |
39 |
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
39 |
Alambic Investment Management, L.P. |
39 |
Heritage Wealth Advisors |
39 |
Dorsey Wright & Associates |
39 |
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
39 |
Blackrock Debt Strategies Fund, Inc. |
39 |
Integrated Wealth Management |
39 |
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
39 |
Procyon Private Wealth Partners, LLC |
39 |
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
39 |
Private Ocean, LLC |
39 |
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
39 |
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
39 |
Envestnet Portfolio Solutions, Inc. |
39 |
Placemark Investments, Inc. |
39 |
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
39 |
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
39 |
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
39 |
Rothschild Asset Management Inc |
39 |
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
39 |
CWM Advisors, LLC |
39 |
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
39 |
Carolinas Wealth Consulting Llc |
39 |
Quent Capital, LLC |
39 |
Mycio Wealth Partners, Llc |
39 |
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
39 |
Winslow, Evans & Crocker, Inc. |
39 |
New England Securities Corp /MA/ |
39 |
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class |
39 |
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
39 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
39 |
Focused Wealth Management, Inc |
39 |
Veritable, L.P. |
39 |
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
39 |
Brookfield Asset Management Inc. |
39 |
Invictus RG Pte. Ltd. |
39 |
Raymond James Trust N.a. |
39 |
Elite Wealth Management, Inc. |
39 |
Brewin Dolphin Ltd |
39 |
Cable Hill Partners, LLC |
39 |
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
39 |
Tfo-tdc, Llc |
39 |
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
39 |
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund |
39 |
Systematic Financial Management Lp |
39 |
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
39 |
VCCBX - VALIC Co II - Core Bond Fund |
39 |
VCSBX - VALIC Co II - Strategic Bond Fund |
39 |
Sageworth Trust Co |
39 |
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
39 |
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
39 |
Hussman Strategic Advisors, Inc. |
39 |
Wealthcare Advisory Partners LLC |
38 |
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
38 |
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
38 |
Mckinley Capital Management Llc /delaware |
38 |
Societe Generale |
38 |
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
38 |
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
38 |
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
38 |
Central Bank & Trust Co |
38 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
38 |
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
38 |
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
38 |
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
38 |
WPG Advisers, LLC |
38 |
GeoWealth Management, LLC |
38 |
Continuum Advisory, LLC |
38 |
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
38 |
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
38 |
Private Wealth Management Group, LLC |
38 |
Integral Derivatives, LLC |
38 |
Ledyard National Bank |
38 |
J.w. Cole Advisors, Inc. |
38 |
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
38 |
Livforsakringsbolaget Skandia, Omsesidigt |
38 |
Blackrock Core Bond Trust |
38 |
Wedge Capital Management L L P/nc |
38 |
Banque Pictet & Cie Sa |
38 |
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
38 |
Banco Bilbao Vizcaya Argentaria, S.a. |
38 |
Calamos Global Dynamic Income Fund |
38 |
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
38 |
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
38 |
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
38 |
Ensign Peak Advisors, Inc |
38 |
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
38 |
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
38 |
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
38 |
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
38 |
Raleigh Capital Management Inc. |
38 |
Bryn Mawr Capital Management Inc |
38 |
Westwood Holdings Group Inc |
38 |
Nicholas Investment Partners, LP |
38 |
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
38 |
Manning & Napier Advisors Llc |
38 |
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares |
38 |
I.g. Investment Management, Ltd. |
38 |
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
38 |
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
38 |
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
38 |
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
38 |
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
38 |
Natixis Investment Managers International |
38 |
Glg Llc |
38 |
Delta Asset Management Llc/tn |
38 |
Chartwell Investment Partners, Llc |
38 |
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
38 |
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
38 |
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
38 |
DnB Asset Management AS |
38 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
38 |
Fort, L.p. |
38 |
6 Meridian |
38 |
Royce & Associates Lp |
38 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
38 |
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF |
38 |
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
38 |
HFM Investment Advisors, LLC |
38 |
Financial Advocates Investment Management |
38 |
Ropes Wealth Advisors Llc |
38 |
Ossiam |
38 |
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
37 |
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
37 |
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
37 |
IWB - iSHARES TRUST - iShares Russell 1000 ETF |
37 |
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
37 |
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
37 |
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
37 |
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
37 |
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
37 |
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
37 |
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
37 |
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
37 |
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
37 |
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
37 |
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I |
37 |
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
37 |
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
37 |
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
37 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
37 |
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
37 |
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
37 |
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
37 |
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
37 |
Advanced Series Trust - Ast Small-cap Growth Portfolio |
37 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
37 |
FPACX - FPA FUNDS TRUST - FPA Crescent Fund |
37 |
Coatue Management Llc |
37 |
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
37 |
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
37 |
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
37 |
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
37 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
37 |
LRI Investments, LLC |
37 |
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares |
37 |
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
37 |
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
37 |
Kapitalo Investimentos Ltda |
37 |
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
37 |
Comerica Securities,inc. |
37 |
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
37 |
Fiera Capital Corp |
37 |
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
37 |
Zions Bancorporation, N.A. |
37 |
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
37 |
WASHINGTON TRUST Co |
37 |
Integrated Wealth Concepts LLC |
37 |
Castleview Partners, Llc |
37 |
Merit Financial Group, LLC |
37 |
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
37 |
Aberdeen Asset Management Plc/uk |
37 |
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
37 |
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
37 |
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
37 |
Winton Diversified Opportunities Fund |
37 |
Cornercap Investment Counsel Inc |
37 |
Park Avenue Securities Llc |
37 |
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
37 |
Wetherby Asset Management Inc |
37 |
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
37 |
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
37 |
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
37 |
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
37 |
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
37 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
37 |
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
37 |
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
37 |
ORG Partners LLC |
37 |
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
37 |
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
37 |
Cookson Peirce & Co Inc |
37 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
37 |
URTH - iShares, Inc. - iShares MSCI World ETF |
37 |
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
37 |
South Dakota Investment Council |
37 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
37 |
Globeflex Capital L P |
37 |
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
37 |
First New York Securities Llc /ny |
37 |
BDO Wealth Advisors, LLC |
37 |
Venture Visionary Partners LLC |
37 |
Ritholtz Wealth Management |
37 |
Advantage Investment Management, Llc |
37 |
Candlestick Capital Management LP |
37 |
Evergreen Capital Management Llc |
37 |
Mason Street Advisors, Llc |
37 |
BI Asset Management Fondsmaeglerselskab A/S |
37 |
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
37 |
AGF Investments LLC |
37 |
Stephens Consulting, LLC |
37 |
Jacobi Capital Management LLC |
37 |
Colonial Trust Co / SC |
37 |
Allstate Corp |
37 |
Lombard Odier Asset Management (Switzerland) SA |
37 |
Tradeworx Inc. |
37 |
Grove Bank & Trust |
37 |
Korea Investment CORP |
37 |
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M |
37 |
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
36 |
Mizuho Securities Usa Llc |
36 |
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
36 |
Blackrock Corporate High Yield Fund, Inc. |
36 |
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
36 |
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
36 |
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
36 |
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
36 |
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
36 |
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
36 |
Colonial Trust Advisors |
36 |
Bellwether Advisors, LLC |
36 |
Oakbrook Investments Llc |
36 |
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
36 |
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
36 |
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
36 |
AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
36 |
VCGAX - VALIC Co I - Growth & Income Fund |
36 |
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
36 |
Conning Inc. |
36 |
DRW Securities, LLC |
36 |
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
36 |
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
36 |
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
36 |
GPS Wealth Strategies Group, LLC |
36 |
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
36 |
GLG Partners LP |
36 |
Creekmur Asset Management LLC |
36 |
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
36 |
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
36 |
GABELLI & Co INVESTMENT ADVISERS, INC. |
36 |
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
36 |
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
36 |
Alera Investment Advisors, LLC |
36 |
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
36 |
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
36 |
Blackrock Multi-sector Income Trust |
36 |
Rosenberg Matthew Hamilton |
36 |
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
36 |
Capital World Investors |
36 |
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
36 |
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
36 |
IMC-Chicago, LLC |
36 |
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
36 |
MML Series Investment Fund II - MML Equity Rotation Fund Class II |
36 |
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
36 |
Champlain Investment Partners, LLC |
36 |
Harbour Capital Advisors, LLC |
36 |
AlphaMark Advisors, LLC |
36 |
Trustcore Financial Services, Llc |
36 |
Horizon Investments, LLC |
36 |
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
36 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
36 |
Tucker Asset Management Llc |
36 |
Nuveen Nasdaq 100 Dynamic Overwrite Fund |
36 |
VisionPoint Advisory Group, LLC |
36 |
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
36 |
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
36 |
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
36 |
Greenleaf Trust |
36 |
Lombard Odier Asset Management (Europe) Ltd |
36 |
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
36 |
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
36 |
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
36 |
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund |
36 |
Wilbanks Smith & Thomas Asset Management Llc |
36 |
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
36 |
HighVista Strategies LLC |
36 |
Baystate Wealth Management LLC |
36 |
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
36 |
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
36 |
Everence Capital Management Inc |
36 |
Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
36 |
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
36 |
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares |
36 |
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
36 |
Jaffetilchin Investment Partners, LLC |
36 |
Hl Financial Services Llc |
36 |
Waratah Capital Advisors Ltd. |
36 |
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
36 |
Wealthcare Capital Management Llc |
36 |
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF |
36 |
Royal London Asset Management Ltd |
36 |
Prime Capital Investment Advisors, LLC |
36 |
Lee Financial Co |
36 |
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
36 |
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
36 |
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional |
36 |
Wedbush Securities Inc |
36 |
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
36 |
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
35 |
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
35 |
Caas Capital Management Lp |
35 |
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
35 |
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
35 |
Wiley Bros.-aintree Capital, Llc |
35 |
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
35 |
Strategic Wealth Partners, Ltd. |
35 |
SYSTM Wealth Solutions LLC |
35 |
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
35 |
UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods |
35 |
Tcw Strategic Income Fund Inc |
35 |
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
35 |
BFOR - ALPS ETF Trust - Barron's 400 ETF |
35 |
City National Bank |
35 |
Kingsview Wealth Management, LLC |
35 |
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
35 |
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
35 |
Qs Batterymarch Financial Management, Inc |
35 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
35 |
SpiderRock Advisors, LLC |
35 |
RHJ International SA |
35 |
Sumitomo Mitsui DS Asset Management Company, Ltd |
35 |
Profunds - Profund Vp Oil & Gas |
35 |
Activest Wealth Management |
35 |
Cambridge Trust Co |
35 |
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
35 |
Advisor Resource Council |
35 |
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
35 |
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
35 |
Riverhead Capital Management Llc |
35 |
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
35 |
Pnc Funds |
35 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
35 |
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
35 |
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
35 |
Index Management Solutions, LLC |
35 |
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
35 |
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
35 |
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
35 |
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
35 |
Neo Ivy Capital Management |
35 |
Benjamin Edwards Inc |
35 |
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
35 |
Kestra Private Wealth Services, Llc |
35 |
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
35 |
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
35 |
Baldwin Brothers Inc/ma |
35 |
Zeke Capital Advisors, Llc |
35 |
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
35 |
Equitec Proprietary Markets, Llc |
35 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service |
35 |
Transamerica Financial Advisors, Inc. |
35 |
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
35 |
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF |
35 |
Bailard, Inc. |
35 |
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
35 |
Readystate Asset Management Lp |
35 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
35 |
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares |
35 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
35 |
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
35 |
E. Ohman J:or Asset Management AB |
35 |
Eudaimonia Partners, LLC |
35 |
Gideon Capital Advisors, Inc. |
35 |
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
35 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
35 |
Mutual Advisors, LLC |
35 |
Beacon Pointe Advisors, LLC |
35 |
Perpetual Ltd |
35 |
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
35 |
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
35 |
Rialto Wealth Management, LLC |
35 |
Ab Pooling Portfolios |
35 |
Glen Eagle Advisors, LLC |
35 |
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
35 |
Wexford Capital Lp |
35 |
VGLSX - VALIC Co I - Global Strategy Fund |
35 |
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
35 |
First Eagle Investment Management, LLC |
35 |
LGT Financial Advisors LLC |
35 |
Man Investments Ltd |
35 |
Belvedere Trading LLC |
35 |
EP Wealth Advisors, Inc. |
34 |
Alpha Paradigm Partners, LLC |
34 |
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
34 |
ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
34 |
Beacon Capital Management, LLC |
34 |
Macroview Investment Management Llc |
34 |
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
34 |
Capital One, National Association |
34 |
Cantab Capital Partners LLP |
34 |
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund |
34 |
Shapiro Robert N |
34 |
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class |
34 |
Delpha Capital Management, Llc |
34 |
Jain Global LLC |
34 |
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
34 |
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
34 |
Cowen And Company, Llc |
34 |
BlackRock ESG Capital Allocation Trust |
34 |
Atlas Capital Advisors Llc |
34 |
Profunds - Profund Vp Consumer Goods |
34 |
Coppell Advisory Solutions LLC |
34 |
Gulf International Bank (UK) Ltd |
34 |
CX Institutional |
34 |
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
34 |
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
34 |
Scientech Research LLC |
34 |
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
34 |
MUFG Securities EMEA plc |
34 |
Bluestein R H & Co |
34 |
NatWest Group plc |
34 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
34 |
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
34 |
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
34 |
Mendota Financial Group, LLC |
34 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
34 |
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
34 |
Cigna Investments Inc /new |
34 |
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
34 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
34 |
Oppenheimer Variable Account Funds |
34 |
Calamos Global Total Return Fund |
34 |
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
34 |
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
34 |
Santa Fe Partners LLC |
34 |
West Oak Capital, LLC |
34 |
USS Investment Management Ltd |
34 |
Hudock, Inc. |
34 |
Crestline Management, LP |
34 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
34 |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
34 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
34 |
Paces Ferry Wealth Advisors, Llc |
34 |
Wealthfront Advisers Llc |
34 |
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
34 |
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
34 |
Arrow Financial Corp |
34 |
Gupta Wealth Management LLC |
34 |
QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
34 |
Zions Bancorporation |
34 |
Bb&t Investment Services, Inc. |
34 |
Transce3nd, LLC |
34 |
Warren Averett Asset Management, LLC |
34 |
Capital Bank & Trust Co |
34 |
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
34 |
Highland Capital Management, Llc |
34 |
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
34 |
PIMCO FUNDS - PIMCO Short Asset Portfolio |
34 |
Cape Investment Advisory, Inc. |
34 |
Oak Thistle LLC |
34 |
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
34 |
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
34 |
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
34 |
Stoneridge Investment Partners Llc |
34 |
Rydex Etf Trust |
34 |
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares |
34 |
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
34 |
Jpmorgan Trust Iii |
34 |
Ninety One UK Ltd |
34 |
Annis Gardner Whiting Capital Advisors, LLC |
34 |
Echo Street Capital Management LLC |
34 |
Partnervest Advisory Services LLC |
34 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
34 |
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
34 |
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
34 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
34 |
Oakworth Capital, Inc. |
34 |
CWA Asset Management Group, LLC |
34 |
West Paces Advisors Inc. |
34 |
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
33 |
FourThought Financial, LLC |
33 |
Wealthspire Advisors, LLC |
33 |
Wesbanco Bank Inc |
33 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
33 |
Brinker Capital Inc |
33 |
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
33 |
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
33 |
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF |
33 |
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
33 |
Dynamic Technology Lab Pte Ltd |
33 |
Sierra Ocean, Llc |
33 |
Bruderman Asset Management, LLC |
33 |
VCBDX - VALIC Co I - Core Bond Fund |
33 |
JHMS - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Consumer Staples ETF |
33 |
Mill Creek Capital Advisors, LLC |
33 |
Pinnacle Associates Ltd |
33 |
Cromwell Holdings LLC |
33 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
33 |
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A |
33 |
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
33 |
Meiji Yasuda Asset Management Co Ltd. |
33 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class |
33 |
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
33 |
Rathbone Brothers plc |
33 |
Dubuque Bank & Trust Co |
33 |
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
33 |
Associated Banc-corp |
33 |
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
33 |
CVA Family Office, LLC |
33 |
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
33 |
Mizuho Asset Management Co.,Ltd. |
33 |
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
33 |
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
33 |
Bank Julius Baer & Co. Ltd, Zurich |
33 |
Column Capital Advisors, LLC |
33 |
Water Island Capital Llc |
33 |
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
33 |
Omnia Family Wealth, LLC |
33 |
Pinnacle Bancorp, Inc. |
33 |
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
33 |
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
33 |
D'Orazio & Associates, Inc. |
33 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
33 |
Spot Trading L.l.c. |
33 |
Robeco Schweiz AG |
33 |
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
33 |
UniSuper Management Pty Ltd |
33 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
33 |
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
33 |
Smith Asset Management Group Lp |
33 |
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
33 |
Zurich Insurance Group Ltd/FI |
33 |
Guggenheim Strategic Opportunities Fund |
33 |
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 |
33 |
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
33 |
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
33 |
Stonebridge Capital Advisors LLC |
33 |
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
33 |
Fulton Bank, N.a. |
33 |
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
33 |
Dana Investment Advisors, Inc. |
33 |
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
33 |
Johnson Investment Counsel Inc |
33 |
Spark Investment Management LLC |
33 |
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
33 |
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
33 |
Bahl & Gaynor Inc |
33 |
Howard Hughes Medical Institute |
33 |
AMG National Trust Bank |
33 |
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
33 |
Turner Investments, L.p. |
33 |
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund |
33 |
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
33 |
AdvisorShares Investments LLC |
33 |
Yahoo Inc |
33 |
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
33 |
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
33 |
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF |
33 |
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
33 |
Legacy Financial Advisors, Inc. |
33 |
Standard Family Office LLC |
33 |
Hanson & Doremus Investment Management |
33 |
Mizuho Trust & Banking Co., Ltd. |
33 |
EverPoint Asset Management, LLC |
33 |
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M |
33 |
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
33 |
Kavar Capital Partners, LLC |
33 |
Enlightenment Research, LLC |
33 |
TFC Financial Management |
32 |
Bleakley Financial Group, LLC |
32 |
BerganKDV Wealth Management, LLC |
32 |
MARSHALL WACE ASIA Ltd |
32 |
Achmea Investment Management B.V. |
32 |
K.J. Harrison & Partners Inc |
32 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
32 |
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
32 |
Mark Sheptoff Financial Planning, Llc |
32 |
Capula Management Ltd |
32 |
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
32 |
Wellington Shields & Co., LLC |
32 |
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
32 |
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
32 |
STXV - EA Series Trust - Strive 1000 Value ETF |
32 |
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
32 |
Gabelli Global Small & Mid Cap Value Trust |
32 |
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
32 |
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
32 |
B. Metzler seel. Sohn & Co. AG |
32 |
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF |
32 |
CSat Investment Advisory, L.P. |
32 |
Gabelli Healthcare & Wellnessrx Trust |
32 |
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
32 |
RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
32 |
Etf Managers Group, Llc |
32 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
32 |
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
32 |
Quinn Opportunity Partners LLC |
32 |
Jump Trading, LLC |
32 |
Kanaly Trust Co |
32 |
Signet Financial Management, Llc |
32 |
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
32 |
361 Capital Llc |
32 |
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
32 |
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
32 |
Delaware Enhanced Global Dividend & Income Fund |
32 |
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
32 |
Resona Asset Management Co.,Ltd. |
32 |
Avalon Advisors, Llc |
32 |
Global Income Builder Portfolio - Global Income Builder Portfolio |
32 |
John Hancock Income Securities Trust |
32 |
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
32 |
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
32 |
Marathon Trading Investment Management LLC |
32 |
Opal Wealth Advisors, LLC |
32 |
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
32 |
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
32 |
Fortitude Advisory Group L.L.C. |
32 |
Vanguard Horizon Funds |
32 |
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
32 |
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
32 |
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
32 |
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
32 |
Calton & Associates, Inc. |
32 |
Pittenger & Anderson Inc |
32 |
NorthCoast Asset Management LLC |
32 |
BBVA USA Bancshares, Inc. |
32 |
McIlrath & Eck, LLC |
32 |
Sachetta, LLC |
32 |
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF |
32 |
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
32 |
Peapack Gladstone Financial Corp |
32 |
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
32 |
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
32 |
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
32 |
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
32 |
Whipplewood Advisors, LLC |
32 |
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A |
32 |
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
32 |
Liberty Wealth Management Llc |
32 |
Westfield Capital Management Co Lp |
32 |
Arden Investment Series Trust |
32 |
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
32 |
Williams Jones Wealth Management, LLC. |
32 |
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
32 |
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
32 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
32 |
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
32 |
HighPoint Advisor Group LLC |
32 |
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
32 |
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
32 |
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
32 |
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
32 |
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
32 |
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
32 |
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
32 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
32 |
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
32 |
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
32 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
32 |
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
32 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
32 |
Zweig-DiMenna Associates LLC |
32 |
Tredje AP-fonden |
32 |
Fidelity Central Investment Portfolios LLC - Fidelity Consumer Staples Central Fund |
32 |
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
32 |
IWC - iSHARES TRUST - iShares Micro-Cap ETF |
32 |
Alpha Windward Llc |
32 |
Glazer Capital, Llc |
32 |
HB Wealth Management, LLC |
32 |
Trust Department Mb Financial Bank N A |
32 |
Princeton Global Asset Management LLC |
31 |
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
31 |
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
31 |
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
31 |
Glenmede Investment Management, LP |
31 |
General Motors Investment Management Corp |
31 |
Migdal Insurance & Financial Holdings Ltd. |
31 |
Chilton Capital Management Llc |
31 |
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
31 |
Koch Industries Inc |
31 |
Verus Capital Partners, Llc |
31 |
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
31 |
Qci Asset Management Inc/ny |
31 |
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
31 |
CPSIX - Unified Series Trust - Fci Bond Fund |
31 |
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
31 |
ARGI Investment Services, LLC |
31 |
Financial Network Wealth Advisors LLC |
31 |
Clean Yield Group |
31 |
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I |
31 |
Bank Of Hawaii |
31 |
Altshuler Shaham Ltd |
31 |
Avestar Capital, LLC |
31 |
Granite Investment Partners, LLC |
31 |
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
31 |
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
31 |
Van Hulzen Asset Management, LLC |
31 |
Girard Partners Ltd. |
31 |
KAMES CAPITAL plc |
31 |
Tradition Wealth Management, LLC |
31 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares |
31 |
Forum Financial Management, LP |
31 |
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
31 |
Clark Capital Management Group, Inc. |
31 |
Archford Capital Strategies, LLC |
31 |
Hodges Capital Management Inc. |
31 |
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF |
31 |
William Blair Investment Management, Llc |
31 |
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
31 |
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
31 |
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
31 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
31 |
Douglass Winthrop Advisors, LLC |
31 |
Qrg Capital Management, Inc. |
31 |
MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
31 |
Capital Investment Advisory Services, LLC |
31 |
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
31 |
GFS Advisors, LLC |
31 |
Oppenheimer Quest For Value Funds |
31 |
YorkBridge Wealth Partners, LLC |
31 |
Hilltop Holdings Inc. |
31 |
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
31 |
Perkins Coie Trust Co |
31 |
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
31 |
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
31 |
Cornerstone Wealth Management, LLC |
31 |
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
31 |
High Note Wealth, LLC |
31 |
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I |
31 |
HYLD - Exchange Listed Funds Trust - High Yield ETF |
31 |
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
31 |
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
31 |
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional |
31 |
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
31 |
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA |
31 |
Montag A & Associates Inc |
31 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
31 |
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
31 |
Royal Fund Management, LLC |
31 |
WealthTrust-Arizona, LLC |
31 |
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
31 |
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
31 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
31 |
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
31 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
31 |
Exencial Wealth Advisors, Llc |
31 |
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
31 |
Winfield Associates, Inc. |
31 |
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
31 |
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
31 |
Meiji Yasuda Life Insurance Co |
31 |
Ascend Capital, Llc |
31 |
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF |
31 |
Joel Isaacson & Co., LLC |
31 |
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
31 |
Gyon Technologies Capital Management, LP |
31 |
HBK Sorce Advisory LLC |
31 |
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
31 |
Legato Capital Management LLC |
31 |
Baird Robert W & Co Inc /wi/ |
31 |
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
31 |
City Holding Co |
31 |
Symmetry Partners, LLC |
31 |
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
31 |
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
31 |
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
31 |
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
31 |
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
31 |
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
31 |
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
31 |
Ashton Thomas Securities, Llc |
31 |
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
31 |
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
31 |
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares |
31 |
Thurston, Springer, Miller, Herd & Titak, Inc. |
31 |
UMA Financial Services, Inc. |
31 |
Kestra Investment Management, LLC |
31 |
Apriem Advisors |
31 |
Cypress Capital Management LLC (WY) |
31 |
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
31 |
Hexavest Inc. |
31 |
Fjarde Ap-fonden /fourth Swedish National Pension Fund |
31 |
Principia Wealth Advisory, LLC |
31 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class |
31 |
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
31 |
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
31 |
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
31 |
Dai-ichi Life Holdings, Inc. |
31 |
Voya Financial Advisors, Inc. |
31 |
MML Series Investment Fund II - MML Blend Fund Initial Class |
30 |
KXI - iSHARES TRUST - iShares Global Consumer Staples ETF |
30 |
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
30 |
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
30 |
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
30 |
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
30 |
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
30 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
30 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
30 |
American Capital Advisory, LLC |
30 |
Susquehanna Portfolio Strategies, LLC |
30 |
M&r Capital Management Inc |
30 |
Aviance Capital Management, Llc |
30 |
Herndon Capital Management Llc |
30 |
Formidable Asset Management, LLC |
30 |
iA Global Asset Management Inc. |
30 |
Sentry Investment Management Llc |
30 |
Gerstein Fisher |
30 |
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
30 |
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
30 |
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
30 |
RMB Capital Management, LLC |
30 |
V-Square Quantitative Management LLC |
30 |
Reliance Trust Co Of Delaware |
30 |
Vantage Investment Advisors, LLC |
30 |
Hennessy Advisors Inc |
30 |
Westport Resources Management Inc |
30 |
Qsemble Capital Management, LP |
30 |
Bp Plc |
30 |
GHP Investment Advisors, Inc. |
30 |
PGGM Investments |
30 |
Gateway Investment Advisers Llc |
30 |
ICA Group Wealth Management, LLC |
30 |
Breton Hill Capital Ltd. |
30 |
Vise Technologies, Inc. |
30 |
First Interstate Bank |
30 |
Householder Group Estate & Retirement Specialist, LLC |
30 |
Oliver Lagore Vanvalin Investment Group |
30 |
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
30 |
Eastern Bank |
30 |
Byrne Asset Management LLC |
30 |
Kistler-Tiffany Companies, LLC |
30 |
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
30 |
Harbor Capital Advisors, Inc. |
30 |
National Pension Service |
30 |
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
30 |
Virginia Retirement System |
30 |
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
30 |
Boston Trust Walden Corp |
30 |
Childress Capital Advisors, Llc |
30 |
Moisand Fitzgerald Tamayo, LLC |
30 |
Andra AP-fonden |
30 |
Forsta Ap-fonden |
30 |
Inspire Advisors, LLC |
30 |
Capital Asset Advisory Services LLC |
30 |
Wolff Wiese Magana Llc |
30 |
Mosaic Family Wealth, LLC |
30 |
First National Bank Of Omaha |
30 |
Lincoln National Corp |
30 |
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
30 |
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
30 |
Pacific Global Investment Management Co |
30 |
Legg Mason Investment Counsel, LLC |
30 |
Wilmington Funds Management Corp |
30 |
AIEQ - ETF Managers Trust - AI Powered Equity ETF |
30 |
Winton Capital Management Ltd |
30 |
F&C Asset Management plc |
30 |
Elkfork Partners LLC |
30 |
Empirical Finance, LLC |
30 |
Kehrs Ridge Capital,LLC |
30 |
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
30 |
Lighthouse Investment Partners, LLC |
30 |
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
30 |
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A |
30 |
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
30 |
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A |
30 |
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
30 |
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
30 |
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
30 |
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
30 |
Bayforest Capital Ltd |
30 |
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
30 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
30 |
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
30 |
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
30 |
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A |
30 |
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
30 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
30 |
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
30 |
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A |
30 |
Tsfg, Llc |
30 |
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
30 |
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
30 |
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
30 |
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
30 |
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
30 |
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
30 |
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
30 |
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
30 |
Bedel Financial Consulting, Inc. |
30 |
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
30 |
Redwood Investment Management, Llc |
30 |
Santori & Peters, Inc. |
30 |
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
30 |
Apollon Wealth Management, LLC |
30 |
HHM Wealth Advisors, LLC |
30 |
Innealta Capital, Llc |
30 |
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
30 |
Ostrum Asset Management |
30 |
Kore Private Wealth LLC |
30 |
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
30 |
Vestmark Advisory Solutions, Inc. |
30 |
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
30 |
Personal Cfo Solutions, Llc |
30 |
R Squared Ltd |
30 |
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
30 |
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
30 |
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
30 |
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
30 |
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
30 |
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF |
30 |
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares |
30 |
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
30 |
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
30 |
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
30 |
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
30 |
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
30 |
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
30 |
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
30 |
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class |
30 |
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional |
30 |
Kiwi Wealth Investments Limited Partnership |
29 |
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
29 |
Capital Research Global Investors |
29 |
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
29 |
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
29 |
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
29 |
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
29 |
FormulaFolio Investments, LLC |
29 |
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF |
29 |
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
29 |
Trust Co |
29 |
Total Clarity Wealth Management, Inc. |
29 |
Nuveen Core Equity Alpha Fund |
29 |
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
29 |
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
29 |
Epoch Investment Partners, Inc. |
29 |
Bfsg, Llc |
29 |
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
29 |
Impact Partnership Wealth, LLC |
29 |
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
29 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
29 |
Daiwa Capital Markets America Inc. |
29 |
APBAX - Cavanal Hill Funds - Active Core Fund Investor |
29 |
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
29 |
VCCCX - VALIC Co I - Capital Conservation Fund |
29 |
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares |
29 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
29 |
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
29 |
DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A |
29 |
Legacy Advisors, LLC |
29 |
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
29 |
Armstrong Advisory Group, Inc |
29 |
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
29 |
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
29 |
Hirtle Callaghan & Co LLC |
29 |
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
29 |
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
29 |
Cassady Schiller Wealth Management, LLC |
29 |
Adirondack Trust Co |
29 |
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
29 |
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
29 |
Banco BTG Pactual S.A. |
29 |
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
29 |
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
29 |
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
29 |
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
29 |
Twin Capital Management Inc |
29 |
CHURCHILL MANAGEMENT Corp |
29 |
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
29 |
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
29 |
Rakuten Securities, Inc. |
29 |
Independence Bank of Kentucky |
29 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
29 |
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
29 |
Delta Lloyd Nv |
29 |
Alphasimplex Group, Llc |
29 |
Bronson Point Management LLC |
29 |
Agf Management Ltd |
29 |
Center for Financial Planning, Inc. |
29 |
Artisan Partners Limited Partnership |
29 |
Kovitz Investment Group Partners, LLC |
29 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
29 |
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
29 |
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares |
29 |
Bluefin Capital Management, Llc |
29 |
Tlp Group Llc |
29 |
Harvest Management Llc |
29 |
Jag Capital Management, Llc |
29 |
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
29 |
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
29 |
Pinkerton Retirement Specialists, LLC |
29 |
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
29 |
First Financial Corp /in/ |
29 |
Country Trust Bank |
29 |
Costello Asset Management, INC |
29 |
Next Capital Management LLC |
29 |
Heartland Advisors Inc |
29 |
Castleark Management Llc |
29 |
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
29 |
U S Global Investors Inc |
29 |
Strategic Blueprint, LLC |
29 |
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
29 |
Claro Advisors LLC |
29 |
Qtron Investments LLC |
29 |
Quest Capital Management Inc /adv |
29 |
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
29 |
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
29 |
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
29 |
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
29 |
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
29 |
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
29 |
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
29 |
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
29 |
Machina Capital S.a.s. |
29 |
Interchange Capital Partners, LLC |
29 |
Next Financial Holdings |
29 |
Cim Investment Mangement Inc |
29 |
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
29 |
Stonehage Fleming Financial Services Holdings Ltd |
29 |
Azzad Asset Management Inc /adv |
29 |
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
29 |
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
29 |
WealthCollab, LLC |
29 |
Old Second National Bank Of Aurora |
29 |
CCMG - EA Series Trust - CCM Global Equity ETF |
29 |
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
29 |
B. Metzler seel. Sohn & Co. Holding AG |
29 |
Swedbank AB |
29 |
STXG - EA Series Trust - Strive 1000 Growth ETF |
29 |
Denali Advisors Llc |
29 |
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
29 |
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
29 |
Rockefeller Financial Services Inc |
29 |
Denver Investment Advisors Llc |
29 |
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
29 |
Winch Advisory Services, LLC |
29 |
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
29 |
Shay Capital LLC |
29 |
Capital International Investors |
29 |
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
29 |
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
29 |
Hennion & Walsh Asset Management, Inc. |
29 |
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
29 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
29 |
WR Wealth Planners, LLC |
29 |
Dean Investment Associates, Llc |
29 |
Advanced Series Trust - Ast High Yield Portfolio |
29 |
Fort Washington Investment Advisors Inc /oh/ |
28 |
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
28 |
Beaird Harris Wealth Management, LLC |
28 |
IFM Investors Pty Ltd |
28 |
Arrowgrass Capital Partners (us) Lp |
28 |
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
28 |
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
28 |
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
28 |
Alexandria Capital, LLC |
28 |
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
28 |
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
28 |
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
28 |
Deprince Race & Zollo Inc |
28 |
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
28 |
SOA Wealth Advisors, LLC. |
28 |
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A |
28 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
28 |
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
28 |
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
28 |
Capital Wealth Planning, LLC |
28 |
Family Firm, Inc. |
28 |
Rotella Capital Management, Inc. |
28 |
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
28 |
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF |
28 |
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
28 |
First Command Advisory Services, Inc. |
28 |
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
28 |
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
28 |
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
28 |
Highline Wealth Partners Llc |
28 |
Founders Financial Alliance, LLC |
28 |
One Wealth Advisors, LLC |
28 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
28 |
Wealth Quarterback LLC |
28 |
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
28 |
JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
28 |
Riggs Asset Managment Co. Inc. |
28 |
FLDFX - Meeder Funds - BALANCED FUND Retail Class |
28 |
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund |
28 |
Retirement Planning Co of New England, Inc. |
28 |
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
28 |
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
28 |
Fortis Advisors, LLC |
28 |
TRUE Private Wealth Advisors |
28 |
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund |
28 |
Easterly Investment Partners Llc |
28 |
Teton Advisors, Inc. |
28 |
Freestone Grove Partners LP |
28 |
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
28 |
Duncker Streett & Co Inc |
28 |
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund |
28 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
28 |
Nvwm, Llc |
28 |
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
28 |
Farmers & Merchants Trust Co of Chambersburg PA |
28 |
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
28 |
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
28 |
EULAV Asset Management |
28 |
R&F Capital Advisors LP |
28 |
BlackRock Capital Allocation Trust |
28 |
Frazier Financial Advisors, LLC |
28 |
First Command Financial Services, Inc. |
28 |
Elo Mutual Pension Insurance Co |
28 |
Cerebellum GP, LLC |
28 |
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
28 |
M&g Investment Management Ltd |
28 |
Webster Bank, N. A. |
28 |
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
28 |
Corient Capital Partners, LLC |
28 |
Patten Group, Inc. |
28 |
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
28 |
Dynamic Capital Management Ltd |
28 |
Pinnacle Financial Partners Inc |
28 |
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
28 |
Dunhill Financial, LLC |
28 |
ISAM Funds (UK) Ltd |
28 |
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
28 |
Atwood & Palmer Inc |
28 |
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
28 |
Pinnacle Summer Investments, Inc. |
28 |
Binnacle Investments Inc |
28 |
Shinko Asset Management Co., Ltd. |
28 |
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class |
28 |
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I |
28 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
28 |
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
28 |
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
28 |
High Income Opportunities Portfolio - High Income Opportunities Portfolio |
28 |
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
28 |
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
28 |
Aaron Wealth Advisors LLC |
28 |
Northwest Investment Counselors, Llc |
28 |
Camarda Financial Advisors, LLC |
28 |
Catapult Capital Management Llc |
28 |
BTG Pactual Global Asset Management Ltd |
28 |
Thornburg Investment Management Inc |
28 |
Level Four Advisory Services, Llc |
28 |
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
28 |
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
28 |
Sandler Capital Management |
28 |
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
28 |
Laffer Investments |
28 |
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
28 |
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
28 |
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF |
28 |
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
28 |
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
28 |
Lloyds Banking Group plc |
28 |
Seeyond |
28 |
Allegheny Financial Group LTD |
28 |
Rockbridge Investment Management, LCC |
28 |
Passport Capital, LLC |
28 |
Stanley-Laman Group, Ltd. |
28 |
Logan Capital Management Inc |
28 |
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
28 |
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
28 |
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
28 |
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
28 |
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
28 |
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF |
28 |
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
28 |
Pacitti Group Inc. |
28 |
Dynamic Advisor Solutions LLC |
28 |
Lecap Asset Management Ltd |
28 |
Barometer Capital Management Inc. |
28 |
Central Pacific Bank - Trust Division |
28 |
Coston, McIsaac & Partners |
28 |
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
28 |
Curian Capital Llc |
28 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
28 |
Stifel Nicolaus & Co Inc \mo\ |
28 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
28 |
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
28 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
28 |
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
28 |
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
27 |
West Tower Group, LLC |
27 |
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
27 |
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
27 |
Key FInancial Inc |
27 |
Strategic Investment Solutions, Inc. /IL |
27 |
Banque Transatlantique SA |
27 |
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
27 |
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
27 |
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
27 |
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
27 |
Willingdon Wealth Management |
27 |
Desjardins Global Asset Management Inc. |
27 |
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
27 |
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund |
27 |
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
27 |
American National Bank |
27 |
Washington Trust Advisors, Inc. |
27 |
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
27 |
Nbt Bank N A /ny |
27 |
Burney Co/ |
27 |
Destination Wealth Management |
27 |
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
27 |
Metis Global Partners, LLC |
27 |
1st Global Advisors, Inc. |
27 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
27 |
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB |
27 |
Clarkston Capital Partners, LLC |
27 |
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
27 |
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
27 |
Weaver C. Barksdale & Associates, Inc. |
27 |
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I |
27 |
U.S. Capital Wealth Advisors, LLC |
27 |
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
27 |
Ardsley Advisory Partners Lp |
27 |
Whitebox Advisors Llc |
27 |
ArrowMark Colorado Holdings LLC |
27 |
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
27 |
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
27 |
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
27 |
Sun Life Financial Inc |
27 |
First Midwest Bank Trust Division |
27 |
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
27 |
Tuttle Tactical Management LLC |
27 |
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
27 |
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
27 |
Lynx Investment Advisory |
27 |
Corton Capital Inc. |
27 |
Rs Investment Management Co Llc |
27 |
Stonebridge Financial Group, LLC |
27 |
Laurel Wealth Advisors, Inc. |
27 |
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
27 |
Ausdal Financial Partners, Inc. |
27 |
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
27 |
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
27 |
Edge Wealth Management LLC |
27 |
Rs Variable Products Trust |
27 |
Gerber Kawasaki Wealth & Investment Management |
27 |
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund |
27 |
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund |
27 |
Red Tortoise LLC |
27 |
Cribstone Capital Management, LLC |
27 |
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
27 |
Private Wealth Asset Management, LLC |
27 |
Folger Hill Asset Management LP |
27 |
Albion Financial Group /ut |
27 |
Financial Counselors Inc |
27 |
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
27 |
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
27 |
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
27 |
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
27 |
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
27 |
SummitTX Capital, L.P. |
27 |
Sit Investment Associates Inc |
27 |
Monetary Management Group Inc |
27 |
Hughes Financial Services, LLC |
27 |
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
27 |
Banco de Sabadell, S.A |
27 |
Nissay Asset Management Corp /japan/ /adv |
27 |
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
27 |
Truewealth Llc |
27 |
Icon Wealth Partners, LLC |
27 |
Wilmington Trust Co |
27 |
Capital Management Associates /ny/ |
27 |
Squar Milner Financial Services Llc |
27 |
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
27 |
Claraphi Advisory Network, LLC |
27 |
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
27 |
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
27 |
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
27 |
Ingalls & Snyder Llc |
27 |
Financial Perspectives, Inc |
27 |
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
27 |
RBB FUND, INC. - Adara Smaller Companies Fund |
27 |
Intrust Bank Na |
27 |
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
27 |
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
27 |
GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
27 |
Syon Capital Llc |
27 |
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
27 |
WealthTrak Capital Management LLC |
27 |
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
27 |
Tdam Usa Inc. |
27 |
Geneva Advisors, LLC |
27 |
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
27 |
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
27 |
Whitnell & Co. |
27 |
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
27 |
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
27 |
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
27 |
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio |
27 |
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
27 |
Carnegie Capital Asset Management, LLC |
27 |
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
27 |
Fiduciary Trust Co |
27 |
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
27 |
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund |
27 |
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional |
27 |
HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
27 |
First Command Bank |
27 |
Ziegler Capital Management, LLC |
27 |
American Funds Insurance Series |
27 |
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
27 |
First Capital Advisors Group, LLC. |
27 |
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
27 |
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
27 |
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
27 |
Reynolds Capital Management Llc |
27 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
27 |
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
27 |
25 Llc |
27 |
Banco Santander, S.A. |
27 |
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
27 |
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
27 |
Dai-Ichi Life Insurance Company, Ltd |
27 |
Meadow Creek Investment Management LLC |
27 |
Regent Peak Wealth Advisors LLC |
27 |
Hallmark Capital Management Inc |
27 |
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
27 |
Doyle Wealth Management |
27 |
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
26 |
Sheaff Brock Investment Advisors, LLC |
26 |
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I |
26 |
StoneX Group Inc. |
26 |
SkyView Investment Advisors, LLC |
26 |
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
26 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
26 |
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
26 |
Artemis Investment Management LLP |
26 |
Woodmont Investment Counsel Llc |
26 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
26 |
Cypress Capital Group |
26 |
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
26 |
Braun Stacey Associates Inc |
26 |
Nuveen S&p 500 Dynamic Overwrite Fund |
26 |
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
26 |
Teton Westwood Funds |
26 |
Dorsey & Whitney Trust CO LLC |
26 |
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
26 |
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
26 |
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N |
26 |
Park Place Capital Corp |
26 |
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
26 |
Highland Capital Management Lp |
26 |
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
26 |
Sierra Capital LLC |
26 |
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
26 |
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
26 |
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
26 |
Chiron Investment Management, LLC |
26 |
Glenview Trust Co |
26 |
Hilton Capital Management, LLC |
26 |
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
26 |
Paragon Capital Management Ltd |
26 |
Addison Advisors LLC |
26 |
State of New Jersey Common Pension Fund A |
26 |
Brown, Lisle/cummings, Inc. |
26 |
Jnl Series Trust - Jnl/wmc Balanced Fund (a) |
26 |
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
26 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
26 |
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
26 |
Tyler-Stone Wealth Management |
26 |
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
26 |
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
26 |
St Germain D J Co Inc |
26 |
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class |
26 |
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
26 |
Counsel Portfolio Services Inc. |
26 |
Norden Group Llc |
26 |
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
26 |
Ogorek Anthony Joseph /ny/ /adv |
26 |
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
26 |
Degroof Petercam Asset Management |
26 |
New Jersey Better Educational Savings Trust |
26 |
Genesee Valley Trust Co |
26 |
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class |
26 |
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
26 |
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
26 |
Athanor Capital, Lp |
26 |
VSR Financial Services, Inc. |
26 |
Emerald Advisers, Llc |
26 |
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
26 |
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
26 |
Old North State Trust, LLC |
26 |
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
26 |
RWM Asset Management, LLC |
26 |
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
26 |
Lenox Wealth Management, Inc. |
26 |
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
26 |
Minichmacgregor Wealth Management, Llc |
26 |
Spectrum Management Group, LLC |
26 |
Barrett Asset Management, LLC |
26 |
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
26 |
Atticus Wealth Management, Llc |
26 |
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia |
26 |
Zions Bancorporation, National Association /ut/ |
26 |
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
26 |
Donoghue Forlines LLC |
26 |
Intact Investment Management Inc. |
26 |
Shepherd Kaplan Krochuk, Llc |
26 |
MPS Loria Financial Planners, LLC |
26 |
Harvest Group Wealth Management, Llc |
26 |
Clear Harbor Asset Management, LLC |
26 |
Edge Advisors, Llc |
26 |
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
26 |
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
26 |
Oppenheimer Global Multi Strategies Fund |
26 |
Asahi Life Asset Management Co., Ltd. |
26 |
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
26 |
Cohen & Steers, Inc. |
26 |
683 Capital Management, LLC |
26 |
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
26 |
Strategy Asset Managers Llc |
26 |
Cordasco Financial Network |
26 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
26 |
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
26 |
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
26 |
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
26 |
Kings Point Capital Management |
26 |
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
26 |
Clearview Wealth Advisors LLC |
26 |
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
26 |
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional |
26 |
Palisade Capital Management Llc/nj |
26 |
Credential Qtrade Securities Inc. |
26 |
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
26 |
Baader Bank INC |
26 |
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
26 |
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
26 |
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
26 |
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
26 |
Essex Investment Management Co Llc |
26 |
Perella Weinberg Partners Capital Management LP |
26 |
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
26 |
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
26 |
Dakota Wealth Management |
26 |
Pennsylvania Trust Co |
26 |
Worldquant Millennium Advisors Llc |
26 |
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
26 |
Meritage Portfolio Management |
26 |
Community Bank, N.A. |
26 |
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
26 |
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
26 |
Jump Trading, Llc |
26 |
Gryphon Financial Partners LLC |
26 |
Pentwater Capital Management LP |
26 |
Bowling Portfolio Management LLC |
26 |
AHIVX - American Century Investment Trust - High Income Fund Investor Class |
26 |
Nicholas Company, Inc. |
26 |
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
26 |
Norinchukin Bank, The |
26 |
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
26 |
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class |
26 |
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
26 |
AIA Group Ltd |
26 |
Kentucky Retirement Systems |
26 |
Trilogy Capital Inc. |
26 |
Accurate Wealth Management, LLC |
26 |
Retirement Group, LLC |
26 |
Krilogy Financial LLC |
26 |
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
26 |
Kessler Investment Group, LLC |
26 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
26 |
Horan Securities, Inc. |
26 |
Mn Services Vermogensbeheer B.V. |
26 |
Security National Trust Co |
26 |
Chilton Investment Co Llc |
26 |
Tobam |
26 |
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
26 |
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
25 |
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund |
25 |
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
25 |
TCTC Holdings, LLC |
25 |
ACG Wealth |
25 |
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
25 |
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
25 |
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A |
25 |
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
25 |
Fayez Sarofim & Co |
25 |
Polaris Wealth Advisory Group, LLC |
25 |
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
25 |
Jackson Creek Investment Advisors LLC |
25 |
Ruggie Capital Group |
25 |
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund |
25 |
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
25 |
Rodgers Brothers Inc. |
25 |
MANA Advisors LLC |
25 |
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
25 |
Morningstar Investment Services LLC |
25 |
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
25 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
25 |
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
25 |
Siemens Fonds Invest GmbH |
25 |
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
25 |
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
25 |
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
25 |
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
25 |
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
25 |
Tibra Equities Europe Ltd |
25 |
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
25 |
Euclid Advisors LLC |
25 |
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
25 |
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
25 |
Mbb Public Markets I Llc |
25 |
Azimuth Capital Management LLC |
25 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
25 |
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
25 |
Kelly Financial Services LLC |
25 |
Foresters Investment Management Company, Inc. |
25 |
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A |
25 |
DC Investments Management, LLC |
25 |
Amica Retiree Medical Trust |
25 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
25 |
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
25 |
First Foundation Advisors |
25 |
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
25 |
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
25 |
Price Wealth Management, Inc. |
25 |
RFP Financial Group LLC |
25 |
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
25 |
Atomi Financial Group, Inc. |
25 |
Arlington Partners LLC |
25 |
My Personal CFO, LLC |
25 |
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
25 |
Ridgewood Investments LLC |
25 |
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
25 |
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
25 |
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
25 |
Gilder Gagnon Howe & Co Llc |
25 |
Cramer Rosenthal Mcglynn Llc |
25 |
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
25 |
Burnham Asset Management Corp /ny/ |
25 |
Hartford Series Fund Inc |
25 |
Alaska Permanent Fund Corp |
25 |
Yakira Capital Management, Inc. |
25 |
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
25 |
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
25 |
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
25 |
Guardian Life Insurance Co Of America |
25 |
Sumitomo Life Insurance Co |
25 |
FT Options LLC |
25 |
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
25 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
25 |
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
25 |
Naples Global Advisors, Llc |
25 |
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund |
25 |
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
25 |
Concurrent Investment Advisors, LLC |
25 |
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
25 |
River Road Asset Management, LLC |
25 |
Psagot Value Holdings Ltd. / (Israel) |
25 |
Syntal Capital Partners, LLC |
25 |
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L |
25 |
Investment Management Corp of Ontario |
25 |
Rakuten Investment Management, Inc. |
25 |
MBEQX - M FUND INC - M International Equity Fund |
25 |
Essex Financial Services, Inc. |
25 |
Alpha DNA Investment Management LLC |
25 |
Infusive US Trust - INFUSIVE(R) COMPOUNDING GLOBAL EQUITIES ETF |
25 |
Weaver Consulting Group |
25 |
WealthStone, Inc. |
25 |
Leavell Investment Management, Inc. |
25 |
Amica Mutual Insurance Co |
25 |
QUANTRES ASSET MANAGEMENT Ltd |
25 |
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
25 |
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
25 |
Standard Life Investments LTD |
25 |
Old Point Trust & Financial Services N A |
25 |
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
25 |
EPG Wealth Management LLC |
25 |
Farringdon Capital, Ltd. |
25 |
Wright Investors Service Inc |
25 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
25 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
25 |
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
25 |
Maple Securities Usa Inc |
25 |
Spring Creek Capital Llc |
25 |
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
25 |
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
25 |
Kentucky Retirement Systems Insurance Trust Fund |
25 |
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
25 |
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
25 |
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
25 |
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
25 |
Salomon & Ludwin, LLC |
25 |
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
25 |
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
25 |
TradeLink Global Equity LLC |
25 |
Argent Trust Co |
25 |
Redwood Investments, LLC |
25 |
SevenBridge Financial Group, LLC |
25 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
25 |
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
25 |
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF |
25 |
Golden State Equity Partners |
25 |
Simplicity Wealth,LLC |
25 |
Columbus Circle Investors |
25 |
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
25 |
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
25 |
Nkcfo Llc |
25 |
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
25 |
Zebra Capital Management LLC |
25 |
Mount Lucas Management LP |
25 |
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
25 |
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
25 |
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
25 |
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
25 |
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
25 |
Pflug Koory, LLC |
25 |
Cambria Investment Management, L.P. |
25 |
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF |
25 |
Arcadia Investment Management Corp/mi |
25 |
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio |
25 |
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
25 |
Point72 Europe (London) LLP |
25 |
BOK Financial Private Wealth, Inc. |
25 |
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
25 |
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
25 |
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF |
25 |
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
25 |
BlackRock ETF Trust II - BlackRock Flexible Income ETF |
24 |
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
24 |
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L |
24 |
ASR Vermogensbeheer N.V. |
24 |
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
24 |
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
24 |
Foundry Partners, LLC |
24 |
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
24 |
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
24 |
Moran Wealth Management, LLC |
24 |
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
24 |
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A |
24 |
Intrinsic Edge Capital Management LLC |
24 |
West Branch Capital LLC |
24 |
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional |
24 |
Manning & Napier Group, LLC |
24 |
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
24 |
Ohio National Investments, Inc. |
24 |
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A |
24 |
Prudential Short Duration High Yield Fund, Inc. |
24 |
Fairfield, Bush & Co. |
24 |
GRES - IndexIQ ETF Trust - IQ Global Resources ETF |
24 |
Garrett Wealth Advisory Group, LLC |
24 |
Clarus Wealth Advisors |
24 |
Comerica Securities Inc |
24 |
Quantum Capital Management |
24 |
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
24 |
Symphony Financial, Ltd. Co. |
24 |
Geduld E E |
24 |
Richard Bernstein Advisors LLC |
24 |
Quaker Wealth Management, LLC |
24 |
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
24 |
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
24 |
Amerivest Investment Management LLC |
24 |
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
24 |
Morton Brown Family Wealth, LLC |
24 |
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A |
24 |
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF |
24 |
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
24 |
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class |
24 |
Main Street Group, LTD |
24 |
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
24 |
Carmichael Hill & Associates, Inc. |
24 |
E Fund Management Co., Ltd. |
24 |
Redpoint Investment Management Pty Ltd |
24 |
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares |
24 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I |
24 |
Accel Wealth Management |
24 |
Marino, Stram & Associates Llc |
24 |
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
24 |
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
24 |
Nelson Capital Management, LLC |
24 |
New Age Alpha Advisors, LLC |
24 |
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
24 |
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
24 |
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A |
24 |
Callan Family Office, LLC |
24 |
Hightower 6M Holding, LLC |
24 |
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust |
24 |
Selective Wealth Management, Inc. |
24 |
RVRB - ADVISORS SERIES TRUST - Reverb ETF |
24 |
Lebenthal Asset Management, LLC |
24 |
Calamos Strategic Total Return Fund |
24 |
Kovack Advisors, Inc. |
24 |
Leap Investments Lp |
24 |
Delos Wealth Advisors, LLC |
24 |
Rossby Financial, LCC |
24 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
24 |
Evolution Wealth Advisors, LLC |
24 |
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
24 |
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
24 |
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
24 |
Wagner Wealth Management, Llc |
24 |
Buckingham Strategic Wealth, Llc |
24 |
Rocky Mountain Advisers, Llc |
24 |
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
24 |
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
24 |
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
24 |
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
24 |
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
24 |
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
24 |
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
24 |
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
24 |
Measured Wealth Private Client Group, LLC |
24 |
Scout Investments, Inc. |
24 |
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
24 |
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
24 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
24 |
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
24 |
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
24 |
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
24 |
BlueCrest Capital Management LLP |
24 |
Gary Goldberg Planning Services Inc |
24 |
Advisors Capital Management, LLC |
24 |
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A |
24 |
First City Capital Management, Inc. |
24 |
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
24 |
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
24 |
Iron Horse Wealth Management, LLC |
24 |
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
24 |
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
24 |
RBF Capital, LLC |
24 |
Diametric Capital, LP |
24 |
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
24 |
Mesirow Financial Investment Management, Inc. |
24 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
24 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
24 |
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
24 |
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
24 |
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
24 |
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional |
24 |
Lowe Wealth Advisors, LLC |
24 |
Caldwell Securities, Inc |
24 |
Ilex Capital Partners (UK) LLP |
24 |
West Family Investments, Inc. |
24 |
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
24 |
Evermay Wealth Management Llc |
24 |
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund |
24 |
Atlantic Union Bankshares Corp |
24 |
Millstone Evans Group, LLC |
24 |
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
24 |
Redhawk Wealth Advisors, Inc. |
24 |
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
24 |
D L Carlson Investment Group Inc |
24 |
Haverford Trust Co |
24 |
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
24 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II |
24 |
O'Shares Investment Advisers, LLC |
24 |
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
24 |
First Bank & Trust |
24 |
ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
24 |
Centerpoint Advisors, LLC |
24 |
NuWave Investment Management, LLC |
24 |
Cleararc Capital Inc |
24 |
BBT Capital Management, LLC |
24 |
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
24 |
Columbia Partners L L C Investment Management |
24 |
Samlyn Capital, Llc |
24 |
Railway Pension Investments Ltd |
24 |
Barrow Hanley Mewhinney & Strauss Llc |
24 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
24 |
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
24 |
Dialectic Capital Management, Lp |
24 |
Vinva Investment Management Ltd |
24 |
Reuter James Wealth Management, Llc |
24 |
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
24 |
Wrapmanager Inc |
24 |
Virtue Capital Management, LLC |
24 |
Alpine Woods Capital Investors, Llc |
24 |
Trustmark National Bank Trust Department |
24 |
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF |
24 |
Sugarloaf Wealth Management, LLC |
24 |
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
24 |
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
24 |
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class |
24 |
Wasatch Advisors Inc |
24 |
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
24 |
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF |
24 |
Glen Harbor Capital Management LLC |
24 |
Roble, Belko & Company, Inc |
24 |
IFC Holdings Incorporated/FL |
24 |
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio |
24 |
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
24 |
Smith, Moore & Co. |
24 |
Putnam Fl Investment Management Co |
24 |
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
24 |
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
24 |
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
23 |
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
23 |
Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
23 |
Ferguson Wellman Capital Management, Inc |
23 |
Daiwa SB Investments Ltd. |
23 |
V Wealth Advisors LLC |
23 |
Arlington Trust Co LLC |
23 |
AustralianSuper Pty Ltd |
23 |
Psagot Investment House Ltd. |
23 |
Eubel Brady & Suttman Asset Management Inc |
23 |
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
23 |
Acorn Wealth Advisors, LLC |
23 |
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
23 |
Lansforsakringar Fondforvaltning AB (publ) |
23 |
CBIZ Investment Advisory Services, LLC |
23 |
Hunter Associates Investment Management Llc |
23 |
Impax Asset Management Group plc |
23 |
Solstein Capital, LLC |
23 |
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
23 |
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
23 |
Hazlett, Burt & Watson, Inc. |
23 |
Tiedemann Advisors, Llc |
23 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
23 |
Tributary Capital Management, LLC |
23 |
Highstreet Asset Management Inc. |
23 |
YHB Investment Advisors, Inc. |
23 |
FEDERATED CORE TRUST - High Yield Bond Portfolio |
23 |
PFG Investments, LLC |
23 |
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
23 |
Voya Global Advantage & Premium Opportunity Fund |
23 |
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
23 |
Nemes Rush Group LLC |
23 |
Alpha Omega Wealth Management LLC |
23 |
Westchester Capital Management, LLC |
23 |
Kowal Investment Group, LLC |
23 |
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
23 |
GoalVest Advisory LLC |
23 |
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
23 |
Shine Investment Advisory Services Inc |
23 |
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L |
23 |
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
23 |
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I |
23 |
Mariner Wealth Advisors-NYC, LLC |
23 |
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF |
23 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
23 |
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
23 |
Modera Wealth Management, LLC |
23 |
tru Independence LLC |
23 |
Lee Danner & Bass Inc |
23 |
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
23 |
Exxonmobil Investment Management Inc /tx |
23 |
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A |
23 |
Park Avenue Institutional Advisers LLC |
23 |
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
23 |
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
23 |
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
23 |
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 |
23 |
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
23 |
BSW Wealth Partners |
23 |
Baillie Gifford & Co |
23 |
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
23 |
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
23 |
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class |
23 |
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
23 |
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
23 |
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
23 |
Almanack Investment Partners, LLC. |
23 |
Northwest Financial Advisors |
23 |
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
23 |
Meeder Advisory Services, Inc. |
23 |
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF |
23 |
Balasa Dinverno & Foltz Llc |
23 |
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
23 |
Parsons Capital Management Inc/ri |
23 |
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
23 |
Bellwether Investment Group, LLC |
23 |
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
23 |
Amplius Wealth Advisors, LLC |
23 |
Axxcess Wealth Management, Llc |
23 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
23 |
Unigestion Holding SA |
23 |
Delphi Private Advisors LLC |
23 |
Savior LLC |
23 |
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
23 |
Allegis Investment Advisors, LLC |
23 |
Gierl Augustine Investment Management Inc |
23 |
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
23 |
Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
23 |
Arete Wealth Advisors, LLC |
23 |
Aspire Private Capital, LLC |
23 |
Advance Capital I Inc |
23 |
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional |
23 |
Certified Advisory Corp |
23 |
Global Financial Private Capital, LLC |
23 |
Congress Wealth Management LLC / DE / |
23 |
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
23 |
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
23 |
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV |
23 |
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
23 |
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
23 |
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
23 |
Global Wealth Management Investment Advisory, Inc. |
23 |
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF |
23 |
Kaizen Advisory, Llc |
23 |
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF |
23 |
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
23 |
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
23 |
TD Securities (USA) LLC |
23 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio |
23 |
Aevitas Wealth Management, Inc. |
23 |
PartnerRe Asset Management CORP |
23 |
SFY - Tidal ETF Trust - SoFi Select 500 ETF |
23 |
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
23 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
23 |
Bradley Foster & Sargent Inc/ct |
23 |
Northern Oak Wealth Management Inc |
23 |
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
23 |
Core Alternative Capital |
23 |
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A |
23 |
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
23 |
PSI Advisors, LLC |
23 |
Philadelphia Trust Co |
23 |
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
23 |
Advisory Alpha, LLC |
23 |
MML Series Investment Fund II - MML Equity Fund Initial Class |
23 |
IMA Wealth, Inc. |
23 |
Laurel Wealth Advisors LLC |
23 |
Rothschild Investment Corp /il |
23 |
Bollard Group LLC |
23 |
Kms Financial Services, Inc |
23 |
Savoir Faire Capital Management, L.P. |
23 |
VitalStone Financial, LLC |
23 |
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
23 |
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I |
23 |
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
23 |
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
23 |
Copeland Capital Management, LLC |
23 |
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio |
23 |
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
23 |
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund |
23 |
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
23 |
Numerai GP LLC |
23 |
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
23 |
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
23 |
City State Bank |
23 |
Kathmere Capital Management, LLC |
23 |
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
23 |
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
23 |
Mitsubishi UFJ Securities Holdings Co., Ltd. |
23 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
23 |
McAdam, LLC |
23 |
Peregrine Asset Advisers, Inc. |
23 |
Change Path, LLC |
23 |
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
23 |
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
23 |
Griffin Asset Management, Inc. |
23 |
Livingston Group Asset Management CO (operating as Southport Capital Management) |
23 |
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P |
23 |
Cutter & CO Brokerage, Inc. |
23 |
Aristides Capital LLC |
23 |
Integrated Investment Consultants, LLC |
23 |
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
23 |
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A |
23 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
23 |
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
23 |
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
23 |
Perkins Investment Management, LLC |
23 |
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
23 |
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
23 |
Parvin Asset Management, LLC |
23 |
Kb Financial Partners, Llc |
23 |
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
23 |
Cantor Fitzgerald, L. P. |
23 |
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
23 |
Gen-Wealth Partners Inc |
23 |
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV |
23 |
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
23 |
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
23 |
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
23 |
Invesco High Income Trust Ii |
23 |
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
23 |
Avidian Wealth Solutions, LLC |
23 |
Zwj Investment Counsel Inc |
23 |
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
23 |
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
22 |
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
22 |
Berkley W R Corp |
22 |
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
22 |
Archer Investment Corp |
22 |
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
22 |
PACIFIC SELECT FUND - Equity Index Portfolio Class I |
22 |
Moloney Securities Asset Management, LLC |
22 |
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class |
22 |
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
22 |
Lmcg Investments, Llc |
22 |
Wcm Investment Management, Llc |
22 |
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
22 |
Kula Investments, LLC |
22 |
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
22 |
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
22 |
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A |
22 |
Bbva Usa |
22 |
RSSL - Global X Funds - Global X Russell 2000 ETF |
22 |
Affinity Investment Advisors, Llc |
22 |
Blume Capital Management, Inc. |
22 |
Bray Capital Advisors |
22 |
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
22 |
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
22 |
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
22 |
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
22 |
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
22 |
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
22 |
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
22 |
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
22 |
NOSIX - Northern Funds - Northern Stock Index Fund |
22 |
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
22 |
Heritage Wealth Management, Llc |
22 |
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
22 |
American Research & Management Co. |
22 |
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
22 |
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
22 |
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 |
22 |
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
22 |
Meitav Dash Investments Ltd |
22 |
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF |
22 |
Knights of Columbus Asset Advisors LLC |
22 |
Gluskin Sheff & Assoc Inc |
22 |
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
22 |
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF |
22 |
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
22 |
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
22 |
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
22 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
22 |
CHICAGO TRUST Co NA |
22 |
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
22 |
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
22 |
Mowery & Schoenfeld Wealth Management, LLC |
22 |
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
22 |
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
22 |
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E |
22 |
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF |
22 |
Kalos Management, Inc. |
22 |
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA |
22 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
22 |
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
22 |
Davy Global Fund Management Ltd |
22 |
TrimTabs Asset Management, LLC |
22 |
Munder Series Trust |
22 |
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF |
22 |
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
22 |
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
22 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
22 |
Bangor Savings Bank |
22 |
Kilter Group LLC |
22 |
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
22 |
Arden Trust Co |
22 |
Beacon Financial Group |
22 |
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
22 |
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
22 |
True Link Financial Advisors, LLC |
22 |
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
22 |
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
22 |
Integre Asset Management, LLC |
22 |
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
22 |
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
22 |
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
22 |
Monashee Investment Management LLC |
22 |
Anfield Capital Management, LLC |
22 |
Voleon Capital Management Lp |
22 |
M Holdings Securities, Inc. |
22 |
Deseret Mutual Benefit Administrators |
22 |
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB |
22 |
Gyl Financial Synergies, Llc |
22 |
Cavalier Investments, LLC |
22 |
Pineridge Advisors LLC |
22 |
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
22 |
Pensionmark Financial Group, Llc |
22 |
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
22 |
Voisard Asset Management Group, Inc. |
22 |
Groupama Asset Managment |
22 |
PRW Wealth Management LLC |
22 |
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
22 |
XHYD - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF |
22 |
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
22 |
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
22 |
IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
22 |
Aptus Capital Advisors, LLC |
22 |
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
22 |
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF |
22 |
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund |
22 |
Personal Wealth Partners |
22 |
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
22 |
Graves-Light Private Wealth Management, Inc. |
22 |
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 |
22 |
Nachman Norwood & Parrott, Inc |
22 |
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A |
22 |
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
22 |
Vectors Research Management, LLC |
22 |
Roosevelt Investment Group Llc |
22 |
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
22 |
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio |
22 |
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
22 |
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF |
22 |
Cozad Asset Management Inc |
22 |
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 |
22 |
O'Dell Group, LLC |
22 |
Interval Partners, LP |
22 |
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class |
22 |
NJ State Employees Deferred Compensation Plan |
22 |
Tevis Investment Management |
22 |
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF |
22 |
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 |
22 |
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
22 |
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class |
22 |
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
22 |
CNB Bank |
22 |
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
22 |
Bare Financial Services, Inc |
22 |
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
22 |
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF |
22 |
Lake Street Advisors Group, Llc |
22 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
22 |
Allianz Se |
22 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
22 |
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
22 |
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
22 |
Parisi Gray Wealth Management |
22 |
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
22 |
Bridges Investment Management Inc |
22 |
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
22 |
Glass Jacobson Investment Advisors llc |
22 |
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A |
22 |
Chase Investment Counsel Corp |
22 |
Park National Corp /oh/ |
22 |
Wetzel Investment Advisors, Inc. |
22 |
Gardner Russo & Quinn Llc |
22 |
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
22 |
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF |
22 |
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF |
22 |
Thomasville National Bank |
22 |
Suffolk Capital Management Llc |
22 |
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio |
22 |
Greenwood Capital Associates Llc |
22 |
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
22 |
IVE - iSHARES TRUST - iShares S&P 500 Value ETF |
22 |
Diamond Hill Capital Management Inc |
22 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
22 |
PFG Private Wealth Management, LLC |
22 |
Boussard & Gavaudan Investment Management LLP |
22 |
Congress Asset Management Co /ma |
22 |
SHP ETF Trust - NEOS S&P 500(R) High Income ETF |
22 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
22 |
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
22 |
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
22 |
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
22 |
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
22 |
Czech National Bank |
22 |
Pacific Center for Financial Services |
22 |
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
22 |
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
22 |
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
22 |
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
22 |
AlphaStar Capital Management, LLC |
22 |
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS |
22 |
NEOS Investment Management LLC |
22 |
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
22 |
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB |
22 |
Marquette Asset Management, LLC |
22 |
Ferris Capital, Llc |
22 |
Investors Capital Advisory Services |
22 |
Mfs Special Value Trust |
22 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
22 |
Guardian Investor Services Llc |
22 |
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares |
22 |
Verdence Capital Advisors LLC |
22 |
Bourgeon Capital Management Llc |
22 |
First National Trust Co |
22 |
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
22 |
CenterBook Partners LP |
22 |
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
22 |
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares |
22 |
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
22 |
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF |
22 |
Wilmington Trust, National Association |
22 |
Portside Wealth Group, LLC |
22 |
Miracle Mile Advisors, LLC |
22 |
VCULX - VALIC Co I - Growth Fund |
22 |
Fiduciary Alliance LLC |
22 |
VSTIX - VALIC Co I - Stock Index Fund |
22 |
BlackRock Credit Strategies Fund |
22 |
Beacon Capital Management, Inc. |
22 |
Spdr S&p 500 Etf Trust |
22 |
Investment Centers Of America Inc |
22 |
Sii Investments Inc/wi |
22 |
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) |
22 |
Fieldview Capital Management, LLC |
22 |
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
22 |
IFG Advisory, LLC |
22 |
SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
22 |
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
22 |
Axiom International Investors Llc /de |
22 |
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
22 |
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
22 |
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
22 |
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio |
22 |
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA |
22 |
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF |
22 |
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF |
22 |
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF |
22 |
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF |
22 |
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
22 |
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class |
22 |
Taconic Capital Advisors LP |
22 |
Waddell & Reed Advisors Funds |
22 |
Sterling Investment Advisors, Ltd. |
22 |
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 |
22 |
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF |
22 |
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A |
22 |
Palladium Partners Llc |
22 |
La Banque Postale Asset Management SA |
22 |
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
22 |
Frank, Rimerman Advisors LLC |
22 |
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
22 |
Headinvest, Llc |
22 |
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
22 |
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
22 |
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
22 |
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
22 |
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
22 |
Securian Funds Trust - SFT Index 500 Fund Class 1 |
22 |
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
22 |
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial |
22 |
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
22 |
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
22 |
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class |
22 |
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF |
22 |
Operose Advisors LLC |
22 |
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
22 |
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
22 |
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
22 |
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
22 |
Piershale Financial Group, Inc. |
22 |
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
22 |
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
22 |
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
22 |
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
22 |
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
22 |
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
22 |
PENN SERIES FUNDS INC - Index 500 Fund |
22 |
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
22 |
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
22 |
XLP - SELECT SECTOR SPDR TRUST - The Consumer Staples Select Sector SPDR Fund |
22 |
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF |
22 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
22 |
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares |
21 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
21 |
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
21 |
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF |
21 |
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
21 |
Retirement Guys Formula Llc |
21 |
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
21 |
Mizuho Securities Usa Llc |
21 |
First PREMIER Bank |
21 |
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
21 |
Deerfield Management Company, L.p. (series C) |
21 |
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy |
21 |
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
21 |
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF |
21 |
New England Asset Management Inc |
21 |
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF |
21 |
Leverage Partners Absolute Return Fund SPC |
21 |
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
21 |
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
21 |
BARING ASSET MANAGEMENT Ltd |
21 |
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF |
21 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
21 |
Rs Investment Trust |
21 |
Brighton Jones Llc |
21 |
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
21 |
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
21 |
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
21 |
York Capital Management Global Advisors, LLC |
21 |
Integrated Advisors Network LLC |
21 |
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF |
21 |
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF |
21 |
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF |
21 |
Dividend Asset Capital, Llc |
21 |
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
21 |
Zullo Investment Group, Inc. |
21 |
Human Investing LLC |
21 |
Canada Post Corp Registered Pension Plan |
21 |
Aviance Capital Partners, LLC |
21 |
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares |
21 |
Meyer Handelman Co |
21 |
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
21 |
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A |
21 |
Executive Wealth Management, LLC |
21 |
Lake Point Wealth Management |
21 |
Great Diamond Partners, LLC |
21 |
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
21 |
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
21 |
Confluence Investment Management Llc |
21 |
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF |
21 |
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A |
21 |
FDO Partners, LLC |
21 |
FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
21 |
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF |
21 |
Patriot Investment Management Inc. |
21 |
Sittner & Nelson, Llc |
21 |
Global Thematic Partners, LLC |
21 |
Baring International Investment Ltd |
21 |
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A |
21 |
Raiffeisen Bank International AG |
21 |
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class |
21 |
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class |
21 |
Li Winifred I |
21 |
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
21 |
Cedar Wealth Management, LLC |
21 |
Kingswood Wealth Advisors, Llc |
21 |
Infusive Asset Management Inc. |
21 |
Godsey & Gibb Associates |
21 |
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF |
21 |
Transamerica Partners Funds Group |
21 |
Carolina Wealth Advisors, LLC |
21 |
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
21 |
Stuart Chaussee & Associates, Inc. |
21 |
Transamerica Partners Funds Group Ii |
21 |
Usa Mutuals Advisors, Inc. |
21 |
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
21 |
Tyers Asset Management LLC |
21 |
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
21 |
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 |
21 |
Renaissance Group Llc |
21 |
First American Bank |
21 |
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF |
21 |
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares |
21 |
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF |
21 |
Optimal Asset Management, Inc. |
21 |
WestEnd Advisors, LLC |
21 |
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares |
21 |
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
21 |
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
21 |
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
21 |
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
21 |
Glg Inc. |
21 |
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF |
21 |
Fidelis Capital Partners, LLC |
21 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
21 |
Clear Street Llc |
21 |
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional |
21 |
Eidelman Virant Capital |
21 |
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
21 |
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
21 |
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
21 |
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
21 |
AMF Pensionsforsakring AB |
21 |
Syntax Advisors, Llc |
21 |
GGBFX - GuideStone Funds - Global Bond Fund Investor |
21 |
Profunds - Profund Vp Large-cap Value |
21 |
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
21 |
Greenland Capital Management LP |
21 |
Cornerstone Advisory, LLC |
21 |
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
21 |
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
21 |
Mufg Securities Americas Inc. |
21 |
Thomas White International Ltd |
21 |
Pax World Management Llc |
21 |
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF |
21 |
NewEdge Wealth, LLC |
21 |
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
21 |
Pallas Capital Advisors LLC |
21 |
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class |
21 |
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
21 |
JT Stratford LLC |
21 |
Dearborn Partners Llc |
21 |
Bremer Trust National Association |
21 |
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
21 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
21 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service |
21 |
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares |
21 |
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
21 |
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
21 |
Saturna Capital CORP |
21 |
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
21 |
MD Financial Management Inc. |
21 |
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares |
21 |
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F |
21 |
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A |
21 |
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
21 |
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
21 |
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
21 |
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
21 |
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
21 |
Financial Advisors Network, Inc. |
21 |
Profunds - Profund Vp Bull |
21 |
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) |
21 |
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
21 |
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
21 |
Burt Wealth Advisors |
21 |
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
21 |
Meridian Wealth Management, LLC |
21 |
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) |
21 |
Frontier Wealth Management LLC |
21 |
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
21 |
Profunds - Profund Vp Ultrabull |
21 |
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I |
21 |
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF |
21 |
DoubleLine ETF Adviser LP |
21 |
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
21 |
Manatuck Hill Partners, LLC |
21 |
Triangle Securities Wealth Management |
21 |
Adviser Investments LLC |
21 |
PointState Capital LP |
21 |
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund |
21 |
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF |
21 |
Horizon Kinetics LLC |
21 |
Concert Wealth Management Inc. |
21 |
QGMIX - AQR Funds - AQR Global Macro Fund Class I |
21 |
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I |
21 |
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
21 |
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
21 |
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
21 |
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
21 |
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF |
21 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF |
21 |
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
21 |
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
21 |
PWS - Pacer Funds Trust - Pacer WealthShield ETF |
21 |
Red Door Wealth Management, LLC |
21 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
21 |
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
21 |
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
21 |
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 |
21 |
CapWealth Advisors, LLC |
21 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
21 |
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
21 |
Turtle Creek Wealth Advisors, LLC |
21 |
Rampart Investment Management Company, LLC |
21 |
Basso Capital Management, L.p. |
21 |
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class |
21 |
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF |
21 |
Cypress Asset Management Inc/tx |
21 |
Taylor Hoffman Wealth Management |
21 |
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF |
21 |
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
21 |
RSPS - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Staples ETF |
21 |
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
21 |
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
21 |
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF |
21 |
Courier Capital Llc |
21 |
Everett Harris & Co /ca/ |
21 |
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF |
21 |
BLPIX - Profunds - Bull Profund Investor Class |
21 |
Romano Brothers And Company |
21 |
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
21 |
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF |
21 |
Schonfeld Group Holdings LLC |
21 |
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
21 |
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
21 |
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
21 |
Dixon Hughes Goodman Wealth Advisors LLC |
21 |
ULPIX - Profunds - Ultrabull Profund Investor Class |
21 |
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class |
21 |
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
21 |
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
21 |
LVPIX - Profunds - Large-cap Value Profund Investor Class |
21 |
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
21 |
Relative Value Fund |
21 |
Kiley Juergens Wealth Management, Llc |
21 |
Providence Capital Advisors, LLC |
21 |
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares |
21 |
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund |
21 |
Axiom Investment Management LLC |
21 |
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
21 |
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF |
21 |
Unique Wealth Strategies, LLC |
21 |
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
21 |
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I |
21 |
Calamos Convertible & High Income Fund |
21 |
Ruffer LLP |
21 |
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF |
21 |
Fortis Capital Advisors, LLC |
21 |
Forward Management, LLC |
21 |
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
21 |
Onefund, Llc |
21 |
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A |
21 |
Pin Oak Investment Advisors Inc |
21 |
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares |
21 |
CTC Alternative Strategies, Ltd. |
21 |
Jeppson Wealth Management, Llc |
21 |
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
21 |
Kepos Capital LP |
21 |
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund |
21 |
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
21 |
Farallon Capital Management Llc |
21 |
Schechter Investment Advisors, LLC |
21 |
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
21 |
Varma Mutual Pension Insurance Co |
21 |
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
21 |
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
21 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
21 |
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A |
21 |
Hartford Financial Management Inc. |
21 |
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 |
21 |
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF |
21 |
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF |
21 |
Tiaa, Fsb |
21 |
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
21 |
Ami Asset Management Corp |
21 |
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund |
21 |
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
21 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
21 |
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V |
21 |
TD Capital Management LLC |
21 |
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A |
21 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares |
21 |
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
21 |
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
21 |
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF |
21 |
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
21 |
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A |
21 |
Maplelane Capital, Llc |
21 |
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
21 |
Pinz Capital Management, LP |
21 |
Crescent Capital Consulting, LLC |
21 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
21 |
Perritt Capital Management Inc |
21 |
Rainier Investment Management Llc |
21 |
Equitable Trust Co |
21 |
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
21 |
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares |
21 |
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
21 |
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares |
21 |
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF |
21 |
Eagle Global Advisors Llc |
21 |
Trust Co Of Toledo Na /oh/ |
21 |
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
21 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
21 |
Nikko Asset Management Americas, Inc. |
21 |
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
21 |
Wakefield Asset Management LLLP |
21 |
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z |
21 |
Confluence Wealth Services, Inc. |
20 |
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF |
20 |
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class |
20 |
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund |
20 |
Orion Capital Management LLC |
20 |
Horizons Etf Trust I |
20 |
Malaga Cove Capital, LLC |
20 |
T. Rowe Price Investment Management, Inc. |
20 |
Miles Capital, Inc. |
20 |
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 |
20 |
Fortaleza Asset Management Inc/ |
20 |
Indiana Trust & Investment Management CO |
20 |
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares |
20 |
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T |
20 |
Us Financial Advisors, Llc |
20 |
Emerald Investment Partners, Llc |
20 |
Whitener Capital Management, Inc. |
20 |
DSAM Partners (London) Ltd |
20 |
Garde Capital, Inc. |
20 |
Triad Wealth Partners, LLC |
20 |
F3Logic, LLC |
20 |
Phoenix Holdings Ltd. |
20 |
Centre Asset Management, LLC |
20 |
Stock Yards Bank & Trust Co |
20 |
New Millennium Group LLC |
20 |
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
20 |
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio |
20 |
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
20 |
Advanced Series Trust - Ast Small-cap Value Portfolio |
20 |
S.A. Mason LLC |
20 |
AllSquare Wealth Management LLC |
20 |
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A |
20 |
Searle & Co. |
20 |
Estabrook Capital Management |
20 |
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A |
20 |
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares |
20 |
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf |
20 |
Harfst & Associates, Inc. |
20 |
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
20 |
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
20 |
Periscope Capital Inc. |
20 |
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
20 |
Curi Wealth Management, LLC |
20 |
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional |
20 |
Aristotle Capital Management, LLC |
20 |
Fortis Group Advisors, LLC |
20 |
Ameriflex Group, Inc. |
20 |
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
20 |
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
20 |
Argent Capital Management Llc |
20 |
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
20 |
Palouse Capital Management, Inc. |
20 |
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
20 |
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
20 |
Greenline Partners, LLC |
20 |
Plato Investment Management Ltd |
20 |
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares |
20 |
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
20 |
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
20 |
STRV - EA Series Trust - Strive 500 ETF |
20 |
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
20 |
Neuberger Berman High Yield Strategies Fund Inc. |
20 |
Texas Yale Capital Corp. |
20 |
Cognios Beta Neutral Large Cap Fund, Lp |
20 |
Monroe Bank & Trust/mi |
20 |
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares |
20 |
Connor Clark & Lunn Investment Management Ltd |
20 |
Dfa Investment Trust Co - The U.s. Large Cap Value Series |
20 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
20 |
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
20 |
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
20 |
New England Research & Management, Inc. |
20 |
Abich Financial Wealth Management LLC |
20 |
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
20 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
20 |
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
20 |
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
20 |
Institutional Investment Strategy Fund |
20 |
Charter Trust Co |
20 |
Prospector Partners Llc |
20 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 |
20 |
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A |
20 |
Williams Jones & Associates LLC |
20 |
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF |
20 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
20 |
Carmignac Gestion |
20 |
Equitable Holdings, Inc. |
20 |
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
20 |
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class |
20 |
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
20 |
Endurance Wealth Management, Inc. |
20 |
Keel Point, LLC |
20 |
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF |
20 |
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
20 |
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
20 |
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
20 |
Hoxton Financial, Inc. |
20 |
Ellis Investment Partners, LLC |
20 |
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
20 |
Essex Savings Bank |
20 |
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
20 |
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
20 |
Cognios Capital, LLC |
20 |
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF |
20 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
20 |
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
20 |
Dfa Investment Trust Co - The Emerging Markets Series |
20 |
Planning Capital Management Corp |
20 |
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 |
20 |
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class |
20 |
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
20 |
Shufro Rose & Co Llc |
20 |
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
20 |
CenturyLink Investment Management Co |
20 |
New York Life Trust Co |
20 |
Carillon Tower Advisers, Inc. |
20 |
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
20 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class |
20 |
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
20 |
Guyasuta Investment Advisors Inc |
20 |
NSGRX - Northern Funds - Northern Small Cap Core Fund |
20 |
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
20 |
Capitolis Advisors LLC |
20 |
Gladstone Institutional Advisory LLC |
20 |
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 |
20 |
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
20 |
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
20 |
Lucus Advisors Llc |
20 |
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund |
20 |
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
20 |
Americana Partners, LLC |
20 |
Dogwood Wealth Management LLC |
20 |
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
20 |
Verity Asset Management, Inc. |
20 |
Magnus Financial Group LLC |
20 |
Welch & Forbes Llc |
20 |
Baltimore-Washington Financial Advisors, Inc. |
20 |
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
20 |
Stevens First Principles Investment Advisors |
20 |
Greenwood Gearhart Inc |
20 |
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
20 |
Calamos Dynamic Convertible & Income Fund |
20 |
Morningstar Investment Management LLC |
20 |
Steel Peak Wealth Management LLC |
20 |
Hoover Financial Advisors, Inc. |
20 |
Harvest Investment Services, LLC |
20 |
EHLS - Tidal Trust II - Even Herd Long Short ETF |
20 |
Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
20 |
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
20 |
Park Square Financial Group, LLC |
20 |
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
20 |
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
20 |
Nwam Llc |
20 |
Northwest Wealth Management, Llc |
20 |
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF |
20 |
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
20 |
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
20 |
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class |
20 |
Pensionfund DSM Netherlands |
20 |
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
20 |
CPI - IndexIQ ETF Trust - IQ Real Return ETF |
20 |
Investors Asset Management Of Georgia Inc /ga/ /adv |
20 |
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
20 |
Simmons Bank |
20 |
First Pacific Financial |
20 |
Mid Atlantic Financial Management Inc/adv |
20 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A |
20 |
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF |
20 |
Charter Oak Capital Management, LLC |
20 |
Calamos Convertible Opportunities & Income Fund |
20 |
Industrial Alliance Investment Management Inc. |
20 |
Wealth Alliance |
20 |
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund |
20 |
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
20 |
Blue Sky Asset Management, LLC |
20 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
20 |
1620 Investment Advisors, Inc. |
20 |
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
20 |
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares |
20 |
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF |
20 |
Royce Value Trust Inc |
20 |
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF |
20 |
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
20 |
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
20 |
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
20 |
Clarius Group, LLC |
20 |
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund |
20 |
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
20 |
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV |
20 |
Detwiler Fenton Investment Management LLC |
20 |
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class |
20 |
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF |
20 |
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
20 |
Halbert Hargrove Global Advisors, Llc |
20 |
DT Investment Partners, LLC |
20 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
20 |
L & S Advisors Inc |
20 |
Buckingham Strategic Partners |
20 |
SageView Advisory Group, LLC |
20 |
Ironwood Investment Counsel, LLC |
20 |
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
20 |
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
20 |
Principal Street Partners, LLC |
20 |
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares |
20 |
St. Johns Investment Management Company, LLC |
20 |
Nations Financial Group Inc, /ia/ /adv |
20 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
20 |
Islay Capital Management, Llc |
20 |
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
20 |
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
20 |
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
20 |
LBA Wealth Management, LLC |
20 |
Patton Fund Management, Inc. |
20 |
Us Global Investors Funds |
20 |
Amica Pension Fund Board Of Trustees |
20 |
Cullen Capital Management, LLC |
20 |
Grassi Investment Management |
20 |
EWG Elevate Inc. |
20 |
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
20 |
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares |
20 |
J. Safra Sarasin Holding AG |
20 |
Ckw Financial Group |
20 |
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
20 |
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 |
20 |
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
20 |
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
20 |
VBCVX - VALIC Co I - Systematic Value Fund |
20 |
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
20 |
Telemus Capital, Llc |
20 |
Clifford Swan Investment Counsel Llc |
20 |
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 |
20 |
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
20 |
Trust Point Inc. |
20 |
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 |
20 |
Transamerica Partners Portfolios |
20 |
Quotient Investors, LLC |
20 |
Mint Tower Capital Management B.V. |
20 |
Gofen & Glossberg Llc /il/ |
20 |
Cranbrook Wealth Management, LLC |
20 |
Clear Perspective Advisors, LLC |
20 |
Harwood Advisory Group, LLC |
19 |
IMS Capital Management |
19 |
Oarsman Capital, Inc. |
19 |
Missouri Trust & Investment Co |
19 |
Eclectica Asset Management LLP |
19 |
Claris Advisors, Llc / Mo / |
19 |
Ascent Group, LLC |
19 |
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
19 |
Orrstown Financial Services Inc |
19 |
Horan Capital Advisors, LLC. |
19 |
Town & Country Bank & Trust CO dba First Bankers Trust CO |
19 |
Alethea Capital Management, Llc |
19 |
Appleton Partners Inc/ma |
19 |
Mission Wealth Management, Lp |
19 |
Eminence Capital, Lp |
19 |
Capital International Inc /ca/ |
19 |
Beese Fulmer Investment Management, Inc. |
19 |
InterOcean Capital, LLC |
19 |
Strengthening Families & Communities, LLC |
19 |
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares |
19 |
Chemical Bank |
19 |
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF |
19 |
Strategic Global Advisors, LLC |
19 |
Thomas J. Herzfeld Advisors, Inc. |
19 |
COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares |
19 |
Tectonic Advisors Llc |
19 |
McKinley Carter Wealth Services, Inc. |
19 |
Becker Capital Management Inc |
19 |
LGT Fund Management Co Ltd. |
19 |
Anchor Capital Advisors Llc |
19 |
Handelsinvest Investeringsforvaltning |
19 |
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
19 |
Waldron Private Wealth LLC |
19 |
Arcus Capital Partners, LLC |
19 |
Kozak & Associates, Inc. |
19 |
Exane Asset Management |
19 |
Apertura Capital, LLC |
19 |
Overland Advisors, LLC |
19 |
Wood Tarver Financial Group, LLC |
19 |
Solaris Asset Management Llc |
19 |
CoreFirst Bank & Trust |
19 |
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
19 |
Legg Mason Asset Management (Japan) Co., Ltd. |
19 |
TCG Advisory Services, LLC |
19 |
NorthRock Partners, LLC |
19 |
Capital Impact Advisors, LLC |
19 |
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
19 |
REAP Financial Group, LLC |
19 |
Capital A Wealth Management, LLC |
19 |
Syverson Strege & Co |
19 |
ACVF - ETF Opportunities Trust - American Conservative Values ETF |
19 |
Prentiss Smith & Co Inc |
19 |
Ten Capital Wealth Advisors, LLC |
19 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio |
19 |
Tennessee Valley Asset Management Partners |
19 |
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF |
19 |
PIMCO FUNDS - PIMCO Sector Fund Series - I |
19 |
Gw Henssler & Associates Ltd |
19 |
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
19 |
Advocacy Wealth Management Services, LLC |
19 |
Field & Main Bank |
19 |
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
19 |
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
19 |
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A |
19 |
Physicians Financial Services, Inc. |
19 |
Atlas Private Wealth Advisors |
19 |
Exos TFP Holdings LLC |
19 |
Friess Associates Llc |
19 |
SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
19 |
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class |
19 |
Gallacher Capital Management LLC |
19 |
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund |
19 |
Mpwm Advisory Solutions, Llc |
19 |
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF |
19 |
Nicholas Hoffman & Company, LLC. |
19 |
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
19 |
Wilmington Trust Investment Management, LLC |
19 |
Capital Investment Advisors, LLC |
19 |
Athena Capital Advisors Llc |
19 |
Mascoma Wealth Management LLC |
19 |
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y |
19 |
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
19 |
Cpwm, Llc |
19 |
Flinton Capital Management LLC |
19 |
Tiaa Cref Trust Co Fsb/mo |
19 |
Pacific Capital Wealth Advisors, Inc |
19 |
Bellevue Asset Management, Llc |
19 |
Invenomic Capital Management LP |
19 |
Madison Asset Management, LLC |
19 |
Pacifica Partners Inc. |
19 |
Baker Ellis Asset Management LLC |
19 |
Accredited Wealth Management, LLC |
19 |
Allstate Investment Management Co |
19 |
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
19 |
Global Trust Asset Management, LLC |
19 |
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
19 |
Private Bank & Trust Co |
19 |
Franklin Universal Trust |
19 |
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A |
19 |
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF |
19 |
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF |
19 |
Voya Global Equity Dividend & Premium Opportunity Fund |
19 |
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF |
19 |
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF |
19 |
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF |
19 |
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I |
19 |
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio |
19 |
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I |
19 |
Fifth Third Wealth Advisors LLC |
19 |
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
19 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 |
19 |
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
19 |
Aris Wealth Services, Inc. |
19 |
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
19 |
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus |
19 |
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF |
19 |
Achievement Holdings L.P. |
19 |
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF |
19 |
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
19 |
EA Series Trust |
19 |
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
19 |
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
19 |
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
19 |
Obermeyer Wood Investment Counsel, Lllp |
19 |
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
19 |
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
19 |
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF |
19 |
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund |
19 |
Mfs Intermediate High Income Fund |
19 |
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
19 |
Busey Wealth Management |
19 |
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares |
19 |
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
19 |
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
19 |
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
19 |
FUKOKU MUTUAL LIFE INSURANCE Co |
19 |
Vanguard Morgan Growth Fund |
19 |
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
19 |
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
19 |
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF |
19 |
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
19 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 |
19 |
Ford Financial Group, LLC |
19 |
Poehling Capital Management, LLC |
19 |
North Fourth Asset Management, LP |
19 |
Blackhawk Capital Partners LLC. |
19 |
Generali Asset Management SPA SGR |
19 |
Seelaus Asset Management LLC |
19 |
Bank Of Nova Scotia Trust Co |
19 |
Rossmore Private Capital |
19 |
Burleson & Company, LLC |
19 |
Hc Financial Advisors Inc |
19 |
Claybrook Capital, LLC |
19 |
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
19 |
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
19 |
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
19 |
NEED - Direxion Shares ETF Trust - Direxion Daily Consumer Staples Bull 3X Shares |
19 |
Lavaca Capital Llc |
19 |
Caitlin John, LLC |
19 |
Allred Capital Management, LLC |
19 |
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF |
19 |
Winnow Wealth Llc |
19 |
Summit Financial, LLC |
19 |
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund |
19 |
Kinneret Advisory, LLC |
19 |
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
19 |
Edge Capital Group, LLC |
19 |
Wealthbridge Capital Management, Llc |
19 |
Western Wealth Management, LLC |
19 |
Tuscan Ridge Asset Management Llc |
19 |
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
19 |
Opseu Pension Plan Trust Fund |
19 |
Shaolin Capital Management LLC |
19 |
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class |
19 |
Inscription Capital, LLC |
19 |
Saba Capital Management, L.P. |
19 |
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) |
19 |
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
19 |
Financial Synergies Wealth Advisors, Inc. |
19 |
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
19 |
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
19 |
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
19 |
Ilmarinen Mutual Pension Insurance Co |
19 |
Mediolanum International Funds Ltd |
19 |
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
19 |
M&G Plc |
19 |
SRB Corp |
19 |
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
19 |
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
19 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii |
19 |
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
19 |
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
19 |
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A |
19 |
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
19 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
19 |
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares |
19 |
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
19 |
Heck Capital Advisors, LLC |
19 |
Crews Bank & Trust |
19 |
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
19 |
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
19 |
NOLVX - Northern Funds - Northern Large Cap Value Fund |
19 |
NOFIX - Northern Funds - Northern Fixed Income Fund |
19 |
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
19 |
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A |
19 |
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y |
19 |
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
19 |
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio |
19 |
Legacy Wealth Managment, LLC/ID |
19 |
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio |
19 |
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio |
19 |
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F |
19 |
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV |
19 |
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF |
19 |
Jarislowsky, Fraser Ltd |
19 |
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A |
19 |
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF |
19 |
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
19 |
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
19 |
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class |
19 |
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class |
19 |
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A |
19 |
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF |
19 |
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class |
19 |
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares |
19 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
19 |
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
19 |
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
19 |
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
19 |
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I |
19 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
19 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
19 |
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
19 |
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A |
19 |
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 |
19 |
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II |
19 |
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A |
19 |
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A |
19 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
19 |
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
19 |
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA |
19 |
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA |
19 |
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A |
19 |
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A |
19 |
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
19 |
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A |
19 |
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
19 |
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A |
19 |
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
19 |
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class |
19 |
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF |
19 |
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund |
19 |
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A |
19 |
MML Series Investment Fund II - MML High Yield Fund Class II |
19 |
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund |
19 |
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative |
19 |
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
19 |
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative |
19 |
Elequin Capital Lp |
19 |
Tilia Fiduciary Partners, Inc. |
19 |
Pensionfund Sabic |
19 |
Well Done, LLC |
18 |
ENDW - EA Series Trust - Cambria Endowment Style ETF |
18 |
Moody Lynn & Lieberson, Llc |
18 |
Kcm Investment Advisors Llc |
18 |
Ipswich Investment Management Co., Inc. |
18 |
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia |
18 |
J. W. Coons Advisors, LLC |
18 |
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
18 |
Patton Albertson Miller Group, Llc |
18 |
Semmax Financial Advisors Inc. |
18 |
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class |
18 |
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF |
18 |
Galaxy Capital Trading Ltd |
18 |
Reynders McVeigh Capital Management, LLC |
18 |
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
18 |
Peoples Financial Services Corp. |
18 |
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
18 |
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
18 |
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S |
18 |
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P |
18 |
Palisade Asset Management, LLC |
18 |
Ahrens Investment Partners LLC |
18 |
Toews Corp /adv |
18 |
Cambiar Investors Llc |
18 |
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF |
18 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund |
18 |
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
18 |
Stancorp Investment Advisers Inc |
18 |
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional |
18 |
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF |
18 |
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF |
18 |
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional |
18 |
Weik Capital Management |
18 |
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged |
18 |
Virtus Alternative Investment Advisers, Inc. |
18 |
Welch Group, LLC |
18 |
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A |
18 |
Cary Street Partners Financial Llc |
18 |
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
18 |
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares |
18 |
Fortem Financial Group, Llc |
18 |
HighMark Wealth Management LLC |
18 |
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class |
18 |
Blackstone Group Inc |
18 |
Osborn Rohs Williams & Donohoe Ltd |
18 |
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
18 |
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
18 |
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest |
18 |
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
18 |
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares |
18 |
NINE MASTS CAPITAL Ltd |
18 |
Barnett & Company, Inc. |
18 |
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares |
18 |
Bristlecone Advisors, LLC |
18 |
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
18 |
Wade G W & Inc |
18 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
18 |
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A |
18 |
First Heartland Consultants, Inc. |
18 |
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
18 |
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I |
18 |
Richard W. Paul & Associates, LLC |
18 |
Imprint Wealth LLC |
18 |
Northwestern Mutual Investment Services Llc |
18 |
Chiron Capital Management, Llc |
18 |
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
18 |
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 |
18 |
Principle Wealth Partners Llc |
18 |
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
18 |
Edge Asset Management, Inc |
18 |
Highland Capital Management Fund Advisors, L.p. |
18 |
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF |
18 |
P Schoenfeld Asset Management Lp |
18 |
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
18 |
WFA of San Diego, LLC |
18 |
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
18 |
Gwn Securities Inc. |
18 |
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A |
18 |
Hcim Trust |
18 |
Lebenthal Global Advisors, LLC |
18 |
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF |
18 |
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
18 |
Ramsey Quantitative Systems |
18 |
Leelyn Smith, LLC |
18 |
Otter Creek Advisors, LLC |
18 |
First Community Trust Na |
18 |
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
18 |
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
18 |
RBB FUND, INC. - Aquarius International Fund |
18 |
Chesley Taft & Associates LLC |
18 |
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
18 |
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF |
18 |
Diversify Advisory Services, LLC |
18 |
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class |
18 |
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF |
18 |
Abn Amro Investment Solutions |
18 |
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
18 |
Robbins Farley Llc |
18 |
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
18 |
Jabre Capital Partners S.A. |
18 |
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund |
18 |
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF |
18 |
Hilltop National Bank |
18 |
Oliver Luxxe Assets LLC |
18 |
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF |
18 |
MTM Investment Management, LLC |
18 |
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
18 |
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares |
18 |
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund |
18 |
AlphaCore Capital LLC |
18 |
CrestPoint Capital Management, LLC |
18 |
Citizens Business Bank |
18 |
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund |
18 |
Camelot Portfolios, LLC |
18 |
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A |
18 |
Flow Traders U.s. Llc |
18 |
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
18 |
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
18 |
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A |
18 |
Altus Wealth Group LLC |
18 |
Seizert Capital Partners, Llc |
18 |
Piscataqua Savings Bank |
18 |
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
18 |
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF |
18 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
18 |
Hotchkis & Wiley Capital Management Llc |
18 |
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class |
18 |
AXS Investments LLC |
18 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares |
18 |
Johnson Midwest Financial, LLC |
18 |
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund |
18 |
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF |
18 |
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
18 |
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A |
18 |
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
18 |
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class |
18 |
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I |
18 |
Nippon Life Insurance Co |
18 |
Oversea-Chinese Banking CORP Ltd |
18 |
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
18 |
Haberer Registered Investment Advisor Inc |
18 |
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
18 |
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
18 |
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y |
18 |
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A |
18 |
Sageworth Trust Co of South Dakota |
18 |
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund |
18 |
BKD Wealth Advisors, LLC |
18 |
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
18 |
Tiaa Trust, National Association |
18 |
Ruedi Wealth Management, Inc. |
18 |
Trust Co Of Virginia /va |
18 |
Transcendent Capital Group LLC |
18 |
Arnhold LLC |
18 |
Murphy Capital Management Inc |
18 |
Legacy Capital Wealth Partners, LLC |
18 |
BSBAX - Northern Funds - Northern Short Bond Fund |
18 |
New Wave Wealth Advisors Llc |
18 |
Oppenheimer Global Multi-asset Growth Fund |
18 |
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
18 |
BCJ Capital Management, LLC |
18 |
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
18 |
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
18 |
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
18 |
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
18 |
Aurora Investment Counsel |
18 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class |
18 |
Walker Asset Management, LLC |
18 |
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class |
18 |
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
18 |
Altium Wealth Management LLC |
18 |
Donald L. Hagan, LLC |
18 |
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
18 |
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF |
18 |
Founders Bank & Trust |
18 |
Bryce Point Capital, LLC |
18 |
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
18 |
Isthmus Partners, Llc |
18 |
TIG Advisors, LLC |
18 |
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
18 |
Coppell Advisory Solutions Corp. |
18 |
Neuburgh Advisers LLC |
18 |
WMS Partners, LLC |
18 |
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio |
18 |
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
18 |
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
18 |
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I |
18 |
Price Capital Management, Inc. |
18 |
Mraz, Amerine & Associates, Inc. |
18 |
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A |
18 |
Usaa Etf Trust |
18 |
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
18 |
Dfpg Investments, Llc |
18 |
Cullinan Associates Inc |
18 |
Redwood Wealth Management Group, LLC |
18 |
PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional |
18 |
Argentus Capital Management, LLC |
18 |
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares |
18 |
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF |
18 |
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF |
18 |
Crawford Investment Counsel Inc |
18 |
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
18 |
Gargoyle Investment Advisor L.L.C. |
18 |
STXK - EA Series Trust - Strive Small-Cap ETF |
18 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 |
18 |
Td Asset Management Usa Funds Inc. |
18 |
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB |
18 |
PPM Funds - PPM High Yield Core Fund (Inst) |
18 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
18 |
PACIFIC SELECT FUND - Core Income Portfolio Class I |
18 |
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF |
18 |
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares |
18 |
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class |
18 |
McGlone Suttner Wealth Management, Inc. |
18 |
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
18 |
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares |
18 |
Thompson Investment Management, Inc. |
18 |
Jackson, Grant Investment Advisers, Inc. |
18 |
Cascade Investment Advisors, Inc. |
18 |
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
18 |
ICLEX - ICON FUNDS - ICON Consumer Staples Fund Class S |
18 |
TAP Consulting, LLC |
18 |
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares |
18 |
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
18 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund |
18 |
Rice Hall James & Associates, Llc |
18 |
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
18 |
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
18 |
Segantii Capital Management Ltd |
18 |
PENN SERIES FUNDS INC - Developed International Index Fund |
18 |
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 |
18 |
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 |
18 |
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
18 |
Decatur Capital Management, Inc. |
18 |
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A |
18 |
Horizon Kinetics Asset Management Llc |
18 |
PAX Financial Group, LLC |
18 |
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A |
18 |
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I |
18 |
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
18 |
Gilman Hill Asset Management, LLC |
18 |
Somerset Trust Co |
18 |
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF |
18 |
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
18 |
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O |
18 |
Brandes Investment Partners, Lp |
18 |
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
18 |
Carmel Capital Partners, LLC |
18 |
Applied Finance Capital Management, LLC |
18 |
FSA Wealth Management LLC |
18 |
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF |
18 |
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF |
18 |
ProVise Management Group, LLC |
18 |
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
18 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 |
17 |
1 North Wealth Services Llc |
17 |
SCIU - Global X Funds - Global X Scientific Beta US ETF |
17 |
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A |
17 |
Cordatus Wealth Management LLC |
17 |
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional |
17 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
17 |
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
17 |
Adams Diversified Equity Fund, Inc. |
17 |
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF |
17 |
Future Financial Wealth Managment LLC |
17 |
Wallace Capital Management Inc. |
17 |
Azimuth Capital Investment Management LLC |
17 |
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A |
17 |
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
17 |
Wealthsource Partners, Llc |
17 |
AIA Investment Management Private Ltd |
17 |
Osterweis Capital Management Inc |
17 |
Supplemental Annuity Collective Trust of NJ |
17 |
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 |
17 |
TimesSquare Capital Management, LLC |
17 |
Virtus ETF Advisers LLC |
17 |
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 |
17 |
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y |
17 |
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
17 |
Marietta Investment Partners Llc |
17 |
Pathway Financial Advisors LLC |
17 |
Canandaigua National Bank & Trust Co |
17 |
Ceredex Value Advisors LLC |
17 |
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
17 |
Personal Capital Advisors Corp |
17 |
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF |
17 |
Krane Funds Advisors LLC |
17 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
17 |
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A |
17 |
Haafor (Singapore) Pte. Ltd. |
17 |
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF |
17 |
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
17 |
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
17 |
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class |
17 |
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
17 |
Great Lakes Retirement, Inc. |
17 |
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
17 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio |
17 |
Trust Investment Advisors |
17 |
Okabena Investment Services Inc |
17 |
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF |
17 |
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A |
17 |
American National Insurance Co /tx/ |
17 |
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
17 |
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class |
17 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I |
17 |
MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
17 |
Vivaldi Capital Management, LLC |
17 |
Sustainable Insight Capital Management, LLC |
17 |
Monarch Partners Asset Management LLC |
17 |
Avalon Trust Co |
17 |
Menard Financial Group LLC |
17 |
Wayfinding Financial, LLC |
17 |
Smith Affiliated Capital Corp. |
17 |
Kimelman & Baird, LLC |
17 |
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III |
17 |
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II |
17 |
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A |
17 |
DLD Asset Management, LP |
17 |
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares |
17 |
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
17 |
Stratton Management Co |
17 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
17 |
Eaton Vance Tax-managed Buy-write Opportunities Fund |
17 |
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A |
17 |
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA |
17 |
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares |
17 |
Gdl Fund |
17 |
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P |
17 |
Wedmont Private Capital |
17 |
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
17 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class |
17 |
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF |
17 |
Polianta Ltd |
17 |
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
17 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 |
17 |
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF |
17 |
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
17 |
Tower Bridge Advisors |
17 |
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
17 |
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I |
17 |
Empower Advisory Group, LLC |
17 |
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P |
17 |
Tri-continental Corp |
17 |
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
17 |
Morgan Dempsey Capital Management Llc |
17 |
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio |
17 |
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
17 |
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
17 |
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares |
17 |
VICE - AdvisorShares Trust - AdvisorShares Vice ETF |
17 |
Norway Savings Bank |
17 |
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A |
17 |
LMR Master Fund Ltd |
17 |
Boyd Watterson Asset Management Llc/oh |
17 |
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
17 |
Veracity Capital LLC |
17 |
CastleKnight Management LP |
17 |
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
17 |
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF |
17 |
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
17 |
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
17 |
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A |
17 |
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF |
17 |
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares |
17 |
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares |
17 |
Wendell David Associates Inc |
17 |
Iberiabank Corp |
17 |
Mercer Capital Advisers, Inc. |
17 |
Maseco Llp |
17 |
Profunds - Profund Vp Large-cap Growth |
17 |
Knowledge Leaders Capital, LLC |
17 |
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I |
17 |
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF |
17 |
Stux Capital Management, LLC |
17 |
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
17 |
New Hampshire Trust |
17 |
Credential Securities Inc. |
17 |
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund |
17 |
Advent Capital Management /de/ |
17 |
GFG Capital, LLC |
17 |
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF |
17 |
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
17 |
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
17 |
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF |
17 |
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I |
17 |
S. Muoio & Co. Llc |
17 |
Probity Advisors, Inc. |
17 |
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund |
17 |
Alerus Financial Na |
17 |
Tower View Investment Management & Research LLC |
17 |
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class |
17 |
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative |
17 |
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
17 |
Penn Capital Management Co Inc |
17 |
Jolley Asset Management, LLC |
17 |
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) |
17 |
New Perspective Fund |
17 |
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P |
17 |
Montecito Bank & Trust |
17 |
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
17 |
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF |
17 |
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio |
17 |
Nippon Life Global Investors Americas, Inc. |
17 |
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
17 |
Munder Capital Management |
17 |
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A |
17 |
Delaware Investments Dividend & Income Fund, Inc |
17 |
Waterloo Capital, L.P. |
17 |
Stokes Family Office, LLC |
17 |
Columbia Asset Management |
17 |
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
17 |
Eisler Capital (UK) Ltd. |
17 |
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
17 |
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
17 |
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
17 |
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
17 |
Davis R M Inc |
17 |
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class |
17 |
Ccm Investment Group, Llc |
17 |
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
17 |
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A |
17 |
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
17 |
Shamrock Asset Management LLC |
17 |
NOCBX - Northern Funds - Northern Core Bond Fund |
17 |
Rivernorth Capital Management, Llc |
17 |
Mystic Asset Management, Inc. |
17 |
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF |
17 |
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund |
17 |
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
17 |
Equitec Specialists, Llc |
17 |
Counterpoint Mutual Funds LLC |
17 |
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
17 |
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF |
17 |
First National Bank Sioux Falls |
17 |
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
17 |
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A |
17 |
Tourbillon Capital Partners, L.P. |
17 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
17 |
Newfound Research LLC |
17 |
High Net Worth Advisory Group LLC |
17 |
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
17 |
Ikos Cif Ltd |
17 |
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A |
17 |
Brown Advisory Securities, LLC |
17 |
Northpointe Capital Llc |
17 |
Opus Capital Group, LLC |
17 |
Wall Street Associates |
17 |
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund |
17 |
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
17 |
American Independence Funds Trust |
17 |
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
17 |
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
17 |
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF |
17 |
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund |
17 |
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund |
17 |
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A |
17 |
LGT Group Foundation |
17 |
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
17 |
Wells Fargo Multi-sector Income Fund |
17 |
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
17 |
American Financial Network Advisory Services Llc |
17 |
Cfm Wealth Partners Llc |
17 |
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
17 |
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S |
17 |
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF |
17 |
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
17 |
Spears Abacus Advisors LLC |
17 |
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF |
17 |
Beck Bode, LLC |
17 |
Jamison Private Wealth Management, Inc. |
17 |
Lloyd Advisory Services, LLC. |
17 |
Valued Wealth Advisors LLC |
17 |
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF |
17 |
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
17 |
Focus Financial Network, Inc. |
17 |
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I |
17 |
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A |
17 |
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
17 |
B & T Capital Management DBA Alpha Capital Management |
17 |
Schooner Investment Group, LLC. |
17 |
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
17 |
InterOcean Capital Group, LLC |
17 |
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
17 |
Garner Asset Management Corp |
17 |
Cannell Peter B & Co Inc |
17 |
Coastline Trust Co |
17 |
Fund Management at Engine No. 1 LLC |
17 |
Farmers National Bank |
17 |
Kernodle & Katon Asset Management Group, LLC |
17 |
Bremer Bank National Association |
17 |
Green Square Capital Advisors Llc |
17 |
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF |
17 |
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF |
17 |
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A |
17 |
Deltec Asset Management Llc |
17 |
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I |
17 |
Acima Private Wealth, Llc |
17 |
Madden Advisory Services, Inc. |
17 |
Corbenic Partners LLC |
17 |
Gardner Lewis Asset Management L P |
17 |
Resolute Advisors LLC |
17 |
Occidental Asset Management, LLC |
17 |
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y |
17 |
Concentric Capital Strategies, LP |
17 |
Allen Investment Management LLC |
17 |
Clarfeld Financial Advisors, Llc |
17 |
Brandywine Oak Private Wealth Llc |
17 |
JS Capital Management LLC |
17 |
Alpha Quant Advisors, Llc |
17 |
Rexford Capital Inc |
17 |
Keystone Financial Group |
17 |
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A |
17 |
Annapolis Financial Services, LLC |
17 |
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
17 |
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
17 |
Bowen Hanes & Co Inc |
17 |
Lehman Financial Resources, Inc. |
17 |
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF |
17 |
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
17 |
GBLO - Global Beta ETF Trust - Global Beta Low Beta ETF |
17 |
LGPIX - Profunds - Large-cap Growth Profund Investor Class |
17 |
Roundview Capital LLC |
17 |
Thoroughbred Financial Services, Llc |
17 |
Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
17 |
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF |
17 |
FJ Investments, LLC |
17 |
Paradigm Financial Partners, Llc |
17 |
Dean Capital Management |
17 |
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF |
17 |
Coastal Capital Group, Inc. |
17 |
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF |
16 |
RiverPoint Capital Management, LLC |
16 |
CLARET ASSET MANAGEMENT Corp |
16 |
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares |
16 |
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
16 |
Burns Matteson Capital Management, LLC |
16 |
Legacy Investment Solutions, LLC |
16 |
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S |
16 |
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y |
16 |
Provenance Wealth Advisors, LLC |
16 |
Foster & Motley Inc |
16 |
Intercontinental Wealth Advisors, LLC |
16 |
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
16 |
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I |
16 |
Oak Ridge Investments Llc |
16 |
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class |
16 |
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I |
16 |
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio |
16 |
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF |
16 |
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E |
16 |
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
16 |
BRC Investment Management LLC |
16 |
MBE Wealth Management, LLC |
16 |
River & Mercantile Asset Management Llp |
16 |
New Covenant Trust Company, N.A. |
16 |
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund |
16 |
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class |
16 |
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
16 |
Stone House Investment Management, LLC |
16 |
Western Asset Global Corporate Defined Opportunity Fund Inc. |
16 |
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
16 |
RMR Wealth Builders |
16 |
Graypoint LLC |
16 |
Choate Investment Advisors |
16 |
AlphaOne Investment Services, LLC |
16 |
Polymer Capital Management (US) LLC |
16 |
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
16 |
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
16 |
Scarborough Advisors, LLC |
16 |
Keebeck Alpha, LP |
16 |
Todd Asset Management Llc |
16 |
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
16 |
Institute for Wealth Management, LLC. |
16 |
Neville Rodie & Shaw Inc |
16 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I |
16 |
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A |
16 |
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class |
16 |
Country Club Trust Company, n.a. |
16 |
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class |
16 |
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
16 |
WESPAC Advisors, LLC |
16 |
University Of Texas/texas Am Investment Managment Co |
16 |
Kohmann Bosshard Financial Services, LLC |
16 |
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF |
16 |
Signature Wealth Management Group |
16 |
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A |
16 |
Groupe la Francaise |
16 |
RFG Advisory, LLC |
16 |
Ironwood Financial, llc |
16 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
16 |
Sapient Capital Llc |
16 |
Smith, Salley & Associates |
16 |
Intersect Capital LLC |
16 |
Gabelli Go Anywhere Trust |
16 |
MU Investments Co., Ltd. |
16 |
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A |
16 |
South Texas Money Management Ltd |
16 |
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
16 |
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
16 |
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
16 |
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
16 |
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
16 |
MHITX - MFS SERIES TRUST III - MFS High Income Fund A |
16 |
Endex Capital Management Llc |
16 |
Loeb Partners Corp |
16 |
Semanteon Capital Management, LP |
16 |
Regent Investment Management LLC |
16 |
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares |
16 |
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares |
16 |
Guardian Capital Lp |
16 |
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares |
16 |
Capital Income Builder |
16 |
Fernwood Investment Management, LLC |
16 |
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
16 |
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional |
16 |
Strategic Investment Advisors / MI |
16 |
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A |
16 |
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A |
16 |
Oberweis Asset Management Inc/ |
16 |
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
16 |
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
16 |
Ivory Investment Management, Llc |
16 |
Palo Capital, Inc. |
16 |
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares |
16 |
Mayflower Financial Advisors, LLC |
16 |
Homrich & Berg |
16 |
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A |
16 |
Greylin Investment Mangement Inc |
16 |
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
16 |
Oxbow Advisors, LLC |
16 |
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class |
16 |
Amplify ETF Trust - Amplify AI Powered Equity ETF |
16 |
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF |
16 |
Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
16 |
WESPAC Advisors SoCal, LLC |
16 |
Context Capital Management, LLC |
16 |
Connectus Wealth, LLC |
16 |
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
16 |
United Community Bank |
16 |
Sage Mountain Advisors LLC |
16 |
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
16 |
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund |
16 |
ID Management A/S |
16 |
Koss-Olinger Consulting, LLC |
16 |
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A |
16 |
Daymark Wealth Partners, Llc |
16 |
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
16 |
Steinberg Global Asset Management |
16 |
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF |
16 |
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund |
16 |
Qualcomm Inc/de |
16 |
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
16 |
NMIEX - Northern Funds - Active M International Equity Fund |
16 |
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares |
16 |
Keeley Asset Management Corp |
16 |
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A |
16 |
MYDA Advisors LLC |
16 |
Sanders Morris Harris Llc |
16 |
Kiker Wealth Management, LLC |
16 |
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF |
16 |
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 |
16 |
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares |
16 |
TradeLink Capital LLC |
16 |
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
16 |
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A |
16 |
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
16 |
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A |
16 |
Kdi Capital Partners Llc |
16 |
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares |
16 |
Mandatum Life Insurance Co Ltd |
16 |
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I |
16 |
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF |
16 |
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class |
16 |
Pekin Hardy Strauss, Inc. |
16 |
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF |
16 |
Pfs Investments Inc. |
16 |
Jnl Series Trust - Jnl/mellon International Index Fund (a) |
16 |
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C |
16 |
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
16 |
Traub Capital Management LLC |
16 |
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF |
16 |
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A |
16 |
ClearAlpha Technologies LP |
16 |
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
16 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
16 |
Premier Fund Managers Ltd |
16 |
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
16 |
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
16 |
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
16 |
Berkshire Asset Management Llc/pa |
16 |
Goelzer Investment Management, Inc. |
16 |
Transcend Wealth Collective, Llc |
16 |
Acap Strategic Fund |
16 |
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
16 |
Samalin Investment Counsel, LLC |
16 |
Empyrean Capital Partners, LP |
16 |
Westhampton Capital, LLC |
16 |
Gleason Group, Inc. |
16 |
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
16 |
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
16 |
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O |
16 |
Zrc Wealth Management, Llc |
16 |
Vivaldi Asset Management, LLC |
16 |
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
16 |
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A |
16 |
Wintrust Investments Llc |
16 |
Resources Management Corp /ct/ /adv |
16 |
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I |
16 |
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I |
16 |
Freedman Financial Associates, Inc. |
16 |
Amplify ETF Trust - Amplify Cleaner Living ETF |
16 |
Bnp Paribas |
16 |
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class |
16 |
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF |
16 |
Cowa, Llc |
16 |
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A |
16 |
SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
16 |
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF |
16 |
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class |
16 |
Raab & Moskowitz Asset Management LLC |
16 |
London Co Of Virginia |
16 |
Vanguard Explorer Fund |
16 |
Bamco Inc /ny/ |
16 |
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
16 |
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
16 |
Douglas Lane & Associates, LLC |
16 |
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund |
16 |
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF |
16 |
Bell Rock Capital Llc |
16 |
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio |
16 |
Authentikos Wealth Advisory, LLC |
16 |
Alhambra Investment Partners LLC |
16 |
AMER - Emles Trust - Emles Made in America ETF |
16 |
Portolan Capital Management, LLC |
16 |
Keeley-Teton Advisors, LLC |
16 |
Copper Rock Capital Partners, LLC |
16 |
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
16 |
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
16 |
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF |
16 |
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio |
16 |
Quintet Private Bank (Europe) S.A. |
16 |
NorthCrest Asset Manangement, LLC |
16 |
Ninety One North America, Inc. |
16 |
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
16 |
PSCC - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Staples ETF |
16 |
Aureus Asset Management, LLC |
16 |
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
16 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class |
16 |
Bard Associates Inc |
16 |
Westover Capital Advisors, LLC |
16 |
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF |
16 |
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
16 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
16 |
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
16 |
Arrowpoint Investment Partners (Singapore) Pte. Ltd. |
16 |
Firestone Capital Management |
16 |
Brave Asset Management Inc |
16 |
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard |
16 |
Vermillion Wealth Management, Inc. |
16 |
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
16 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
16 |
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares |
16 |
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
16 |
WealthPlan Investment Management, LLC |
16 |
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
16 |
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
16 |
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I |
16 |
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class |
16 |
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares |
16 |
RPG Investment Advisory, LLC |
16 |
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial |
16 |
Cherry Tree Wealth Management, LLC |
16 |
ICW Investment Advisors LLC |
16 |
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class |
16 |
Radnor Capital Management, LLC |
16 |
EATV - ADVISORS SERIES TRUST - VegTech Plant-based Innovation & Climate ETF |
16 |
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I |
16 |
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
16 |
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
16 |
Phocas Financial Corp. |
16 |
Perkins Capital Management Inc |
16 |
WealthTrust Fairport, LLC |
16 |
Islet Management, LP |
16 |
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund |
16 |
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares |
16 |
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class |
16 |
Gladius Capital Management LP |
16 |
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund |
16 |
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF |
16 |
Monument Capital Management |
16 |
ACSKX - American Century Investment Trust - Short Duration Fund C Class |
16 |
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A |
16 |
VEGI - iShares, Inc. - iShares MSCI Global Agriculture Producers ETF |
16 |
Compass Wealth Management LLC |
16 |
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
16 |
LVW Advisors, LLC |
16 |
Cyndeo Wealth Partners, LLC |
16 |
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF |
16 |
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class |
16 |
Cooper Creek Partners Management Llc |
16 |
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I |
16 |
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
16 |
GATEX - Gateway Trust - Gateway Fund Class A Shares |
16 |
Legacy Bridge, LLC |
16 |
Absolute Capital Management, LLC |
15 |
Ativo Capital Management LLC |
15 |
BRASX - Blackrock Allocation Target Shares - Bats Series S |
15 |
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund |
15 |
Parsec Financial Management, Inc. |
15 |
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF |
15 |
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares |
15 |
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF |
15 |
Resurgent Financial Advisors LLC |
15 |
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load |
15 |
Cape Cod Five Cents Savings Bank |
15 |
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
15 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares |
15 |
Alta Advisers Ltd |
15 |
Founders Financial Securities Llc |
15 |
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M |
15 |
Mcdonald Partners Llc |
15 |
Quilter Plc |
15 |
Ibex Wealth Advisors |
15 |
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares |
15 |
VCIGX - VALIC Co I - Dividend Value Fund |
15 |
Atalanta Sosnoff Capital, Llc |
15 |
Israel Discount Bank of New York |
15 |
DCM Advisors, LLC |
15 |
DORCHESTER WEALTH MANAGEMENT Co |
15 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF |
15 |
Gabelli Convertible & Income Securities Fund Inc |
15 |
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A |
15 |
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund |
15 |
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
15 |
West Bancorporation Inc |
15 |
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
15 |
Hara Capital LLC |
15 |
Lester Murray Antman dba SimplyRich |
15 |
Synergy Financial Management, LLC |
15 |
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class |
15 |
Excalibur Management Corp |
15 |
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
15 |
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund |
15 |
Profunds - Profund Vp Small-cap Value |
15 |
Professional Financial Advisors, LLC |
15 |
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A |
15 |
Brick & Kyle, Associates |
15 |
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF |
15 |
Carnick & Kubik, LLC |
15 |
Hgk Asset Management Inc |
15 |
Acrisure Capital Management, LLC |
15 |
MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund |
15 |
Camden Capital, LLC |
15 |
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF |
15 |
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
15 |
Herold Advisors, Inc. |
15 |
A. D. Beadell Investment Counsel, Inc. |
15 |
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A |
15 |
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF |
15 |
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund |
15 |
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF |
15 |
Quad Capital Management Advisors LLC |
15 |
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund |
15 |
Cornerstone Total Return Fund Inc |
15 |
Dunvegan Associates, Inc. |
15 |
Hyman Charles D |
15 |
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
15 |
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A |
15 |
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF |
15 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio |
15 |
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional |
15 |
Formula Growth Ltd |
15 |
Warberg Asset Management LLC |
15 |
Nuveen Fund Advisors, LLC |
15 |
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund |
15 |
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class |
15 |
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
15 |
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF |
15 |
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C |
15 |
Advantage Advisers Xanthus Fund, L.l.c. |
15 |
Grandfield & Dodd, Llc |
15 |
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF |
15 |
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
15 |
New America High Income Fund Inc |
15 |
Icc Capital Management Inc/ |
15 |
Arabesque Asset Management Ltd |
15 |
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF |
15 |
Stratos Wealth Advisors, LLC |
15 |
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
15 |
Mizuho Markets Americas Llc |
15 |
Quest 10 Wealth Builders, Inc. |
15 |
Sterne Agee Group, Inc. |
15 |
Financial Advantage, Inc. |
15 |
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class |
15 |
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB |
15 |
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
15 |
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I |
15 |
Signition Lp |
15 |
DecisionPoint Financial, LLC |
15 |
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares |
15 |
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A |
15 |
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF |
15 |
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF |
15 |
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A |
15 |
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A |
15 |
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class |
15 |
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
15 |
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
15 |
Crestwood Advisors Group LLC |
15 |
JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
15 |
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
15 |
Aristeia Capital Llc |
15 |
Boston Financial Mangement Llc |
15 |
Fsb Premier Wealth Management, Inc. |
15 |
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV |
15 |
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
15 |
Advanced Series Trust - Ast International Growth Portfolio |
15 |
IAG Wealth Partners, LLC |
15 |
New England Capital Financial Advisors LLC |
15 |
America First Investment Advisors, LLC |
15 |
Legg Mason Investment Counsel & Trust Co., N.A. |
15 |
First Niagara Bank |
15 |
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
15 |
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF |
15 |
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
15 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
15 |
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
15 |
DeDora Capital, Inc. |
15 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
15 |
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES |
15 |
Howard Capital Management Inc. |
15 |
Discovery Capital Management, Llc / Ct |
15 |
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
15 |
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional |
15 |
Gables Capital Management Inc. |
15 |
RPg Family Wealth Advisory, LLC |
15 |
SPC Financial, Inc. |
15 |
EAM Global Investors LLC |
15 |
Fdp Series, Inc. |
15 |
Emory University |
15 |
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class |
15 |
Flossbach Von Storch Ag |
15 |
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A |
15 |
NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
15 |
Catamount Wealth Management |
15 |
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A |
15 |
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A |
15 |
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund |
15 |
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF |
15 |
Actinver Wealth Management, Inc. |
15 |
Beach Investment Counsel Inc/pa |
15 |
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares |
15 |
Moody Aldrich Partners Llc |
15 |
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
15 |
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional |
15 |
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
15 |
Intellectus Partners, LLC |
15 |
Altfest L J & Co Inc |
15 |
First Trust High Income Long/short Fund |
15 |
Woodley Farra Manion Portfolio Management Inc |
15 |
HighTower Trust Services, LTA |
15 |
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares |
15 |
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF |
15 |
Carderock Capital Management Inc |
15 |
Bank of New Hampshire |
15 |
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
15 |
Mazama Capital Management Inc |
15 |
Ronald Blue & Co Llc |
15 |
Eaton Vance Senior Floating Rate Trust |
15 |
Saudi Central Bank |
15 |
Visionary Asset Management, Inc. |
15 |
Nova Wealth Management, Inc. |
15 |
Union Bancaire Privee, UBP SA |
15 |
Beryl Capital Management LLC |
15 |
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF |
15 |
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF |
15 |
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
15 |
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF |
15 |
FARMX - FIDELITY SUMMER STREET TRUST - Fidelity Agricultural Productivity Fund |
15 |
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
15 |
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A |
15 |
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A |
15 |
Global X Japan Co., Ltd. |
15 |
JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares |
15 |
Signal Advisors Wealth, LLC |
15 |
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
15 |
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio |
15 |
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class |
15 |
Scott & Selber, Inc. |
15 |
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF |
15 |
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES |
15 |
Brewin Dolphin Wealth Management Ltd |
15 |
Auxier Asset Management |
15 |
Vontobel Asset Management Inc |
15 |
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
15 |
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund |
15 |
Hobbs Group Advisors, LLC |
15 |
Mirae Asset Discovery Funds - Mirae Asset Emerging Markets Great Consumer VIT Fund Class I Shares |
15 |
Avitas Wealth Management LLC |
15 |
111 Capital |
15 |
Clough Global Dividend & Income Fund |
15 |
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund |
15 |
Sanibel Captiva Trust Company, Inc. |
15 |
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund |
15 |
SVPIX - Profunds - Small-cap Value Profund Investor Class |
15 |
Dixon Hubard Feinour & Brown Inc/va |
15 |
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF |
15 |
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF |
15 |
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund |
15 |
Ratan Capital Management LP |
15 |
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF |
15 |
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 |
15 |
Franklin Street Advisors Inc /nc |
15 |
Foundations Investment Advisors, LLC |
15 |
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF |
15 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class |
15 |
Glovista Investments LLC |
15 |
LFA - Lugano Financial Advisors SA |
15 |
44 Wealth Management Llc |
15 |
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
15 |
Governors Lane LP |
15 |
Winthrop Partners - Wny, Llc |
15 |
Atlantic Edge Private Wealth Management, LLC |
15 |
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
15 |
Sage Private Wealth Group, Llc |
15 |
Davidson Investment Advisors |
15 |
Fairway Wealth LLC |
15 |
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF |
15 |
Luminus Management Llc |
15 |
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund |
15 |
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares |
15 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
15 |
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF |
15 |
Empirical Asset Management, LLC |
15 |
BLB&B Advisors, LLC |
15 |
CT Financial Advisors LLC |
15 |
Bardin Hill Management Partners Lp |
15 |
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 |
15 |
Payden & Rygel |
15 |
Howland Capital Management Llc |
15 |
Paulson Wealth Management Inc. |
15 |
Trillium Asset Management, Llc |
15 |
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund |
15 |
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z |
15 |
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund |
15 |
180 Wealth Advisors, Llc |
15 |
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
15 |
Safeguard Investment Advisory Group, LLC |
15 |
Klingman & Associates, LLC |
15 |
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A |
15 |
OneAscent Financial Services LLC |
15 |
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
15 |
Cowen Prime Services LLC |
15 |
Shilanski & Associates, Inc. |
15 |
Exos Asset Management LLC |
15 |
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
15 |
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio |
15 |
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF |
15 |
Bragg Financial Advisors, Inc |
15 |
Heritage Trust Co |
15 |
Murphy & Mullick Capital Management Corp |
15 |
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
15 |
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
15 |
Capital International Ltd /ca/ |
15 |
Capital International Sarl |
15 |
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund |
15 |
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
15 |
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional |
15 |
Banced Corp |
15 |
Ade, Llc |
15 |
Delta Investment Management, LLC |
15 |
Bank of Jackson Hole Trust |
15 |
Cornerstone Advisors Inc |
15 |
Joseph P. Lucia & Associates, LLC |
15 |
New Century Investment Management, Inc |
15 |
Cobiz Investment Management, Llc |
15 |
Gratus Capital LLC |
15 |
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B |
15 |
Flagship Wealth Advisors, Llc |
15 |
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA |
15 |
Blue Bell Private Wealth Management, Llc |
15 |
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
15 |
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF |
15 |
Mariner Investment Group Llc |
15 |
Diligent Investors, LLC |
15 |
SWAN Capital LLC |
15 |
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I |
15 |
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF |
15 |
Ofi Invest Asset Management |
15 |
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
15 |
ICICI Prudential Asset Management Co Ltd |
15 |
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
15 |
Horizon Bancorp Inc /in/ |
15 |
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
15 |
JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
15 |
Filbrandt Wealth Management, LLC |
15 |
Lowe Brockenbrough & Co Inc |
15 |
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
15 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC |
15 |
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I |
15 |
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A |
15 |
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I |
15 |
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A |
15 |
Great Valley Advisor Group, Inc. |
15 |
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
15 |
Clear Investment Research, Llc |
15 |
Eukles Asset Management |
15 |
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
15 |
Fosun International Ltd |
15 |
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares |
15 |
MML Series Investment Fund II - MML Asset Momentum Fund Class II |
15 |
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A |
15 |
Castle Creek Arbitrage, LLC |
15 |
TIMOTHY PLAN - Timothy Strategic Variable |
15 |
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 |
15 |
Curat Global, LLC |
15 |
Emerald Mutual Fund Advisers Trust |
15 |
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF |
15 |
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares |
15 |
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund |
15 |
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I |
15 |
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
15 |
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I |
15 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C |
15 |
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A |
15 |
Barrett & Company, Inc. |
15 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class |
15 |
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund |
15 |
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
15 |
Morse Asset Management, Inc |
15 |
Matarin Capital Management, LLC |
15 |
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
15 |
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund |
15 |
Richardson Financial Services Inc. |
15 |
Calamos Wealth Management LLC |
15 |
Citizens National Bank Trust Department |
15 |
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund |
15 |
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
15 |
Planned Solutions, Inc. |
15 |
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares |
15 |
Lebenthal Holdings,LLC |
15 |
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y |
14 |
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
14 |
Mainstay Capital Management Llc /adv |
14 |
Values First Advisors, Inc. |
14 |
Fruth Investment Management |
14 |
Midas Management Corp |
14 |
Argent Advisors, Inc. |
14 |
Schafer Cullen Capital Management Inc |
14 |
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A |
14 |
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF |
14 |
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class |
14 |
Diversified, LLC |
14 |
Marshwinds Advisory Co |
14 |
Cidel Asset Management Inc |
14 |
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A |
14 |
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
14 |
Underlying Funds Trust |
14 |
Hall Laurie J Trustee |
14 |
W.G. Shaheen & Associates DBA Whitney & Co |
14 |
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A |
14 |
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
14 |
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A |
14 |
Schwartz Investment Counsel Inc |
14 |
CBOE Vest Financial, LLC |
14 |
Sandhill Capital Partners LLC |
14 |
Baker Tilly Financial, Llc |
14 |
Commonwealth Financial Services, LLC |
14 |
Tiverton Asset Management Llc |
14 |
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF |
14 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
14 |
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
14 |
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A |
14 |
Humankind Investments LLC |
14 |
Schmidt P J Investment Management Inc |
14 |
Canton Hathaway, LLC |
14 |
Hohimer Wealth Management, Llc |
14 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
14 |
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
14 |
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF |
14 |
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A |
14 |
Tcg Advisors, Lp |
14 |
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
14 |
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
14 |
NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares |
14 |
Three Peaks Capital Management, LLC |
14 |
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares |
14 |
Capital Advisory Group Advisory Services, LLC |
14 |
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class |
14 |
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF |
14 |
Significant Wealth Partners LLC |
14 |
SPX Equities Gestao de Recursos Ltda |
14 |
Parthenon Llc |
14 |
Optas, LLC |
14 |
Mountain Capital Investment Advisors, Inc |
14 |
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF |
14 |
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF |
14 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
14 |
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
14 |
Timber Creek Capital Management LLC |
14 |
OHIO NATIONAL FUND INC - ON Bond Portfolio |
14 |
Clearline Capital LP |
14 |
MLPIX - Profunds - Mid-cap Value Profund Investor Class |
14 |
River Wealth Advisors LLC |
14 |
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
14 |
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II |
14 |
Econ Financial Services Corp |
14 |
Proffitt & Goodson Inc |
14 |
Princeton Portfolio Strategies Group LLC |
14 |
Halpern Financial, Inc. |
14 |
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
14 |
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund |
14 |
Fulcrum Asset Management LLP |
14 |
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
14 |
GHAAX - VanEck Funds - Global Hard Assets Fund Class A |
14 |
Davis Capital Management |
14 |
Intrua Financial, LLC |
14 |
Armbruster Capital Management, Inc. |
14 |
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF |
14 |
CarsonAllaria Wealth Management, Ltd. |
14 |
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio |
14 |
CGC Financial Services, LLC |
14 |
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
14 |
EHP Funds Inc. |
14 |
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF |
14 |
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
14 |
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
14 |
Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
14 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 |
14 |
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class |
14 |
Kempen Capital Management N.v. |
14 |
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF |
14 |
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund |
14 |
Ridgeworth Funds |
14 |
Schnieders Capital Management Llc |
14 |
Ashfield Capital Partners, LLC |
14 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 |
14 |
Townsend & Associates, Inc |
14 |
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds |
14 |
Edmond De Rothschild (suisse) S.a. |
14 |
Realm Partners LLC |
14 |
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
14 |
Waverton Investment Management Ltd |
14 |
Holloway Wealth Management, LLC |
14 |
Redmond Asset Management, LLC |
14 |
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F |
14 |
Brant Point Investment Management Llc |
14 |
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF |
14 |
Triasima Portfolio Management inc. |
14 |
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares |
14 |
Ag2r La Mondiale Gestion D'actifs |
14 |
Ray Gerald L & Associates Ltd |
14 |
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A |
14 |
Narwhal Capital Management |
14 |
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
14 |
Fort Baker Capital Management LP |
14 |
Peregrine Capital Management Llc |
14 |
SILVER OAK SECURITIES, Inc |
14 |
New Amsterdam Partners Llc/ny |
14 |
McElhenny Sheffield Capital Management, LLC |
14 |
Sage Capital Advisors,llc |
14 |
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
14 |
Delaware Vip Trust - Delaware Vip Value Series Standard Class |
14 |
Studio Investment Management Llc |
14 |
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class |
14 |
Bnc Wealth Management, Llc |
14 |
F/M Investments LLC |
14 |
Hemenway Trust Co LLC |
14 |
PrairieView Partners, LLC |
14 |
Enterprise Trust & Investment Co |
14 |
Caxton Associates Llp |
14 |
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A |
14 |
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund |
14 |
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
14 |
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF |
14 |
VMIDX - VALIC Co I - Mid Cap Index Fund |
14 |
GlobalBridge, Inc. |
14 |
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF |
14 |
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund |
14 |
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF |
14 |
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares |
14 |
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
14 |
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class |
14 |
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional |
14 |
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
14 |
Kennon-Green & Company, LLC |
14 |
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares |
14 |
Cornerstone Strategic Value Fund Inc |
14 |
Midwest Trust Co |
14 |
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
14 |
Putnam Premier Income Trust |
14 |
VCSMX - VALIC Co I - Small Cap Fund |
14 |
Foster Dykema Cabot & Partners, Llc |
14 |
ARS Investment Partners, LLC |
14 |
Vaughan Nelson Investment Management, L.p. |
14 |
MDPIX - Profunds - Mid-cap Profund Investor Class |
14 |
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund |
14 |
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF |
14 |
LSLT - ETF Series Solutions - Salt Low truBeta US Market ETF |
14 |
Berkeley Capital Partners, LLC |
14 |
SlateStone Wealth, LLC |
14 |
PFG Advisors |
14 |
Summit X, LLC |
14 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
14 |
Cahill Financial Advisors Inc |
14 |
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
14 |
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
14 |
Aspect Partners, LLC |
14 |
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund |
14 |
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
14 |
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
14 |
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF |
14 |
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF |
14 |
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A |
14 |
Elgethun Capital Management |
14 |
High Point Bank & Trust Co |
14 |
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares |
14 |
United Bank |
14 |
Advisor OS, LLC |
14 |
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
14 |
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF |
14 |
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES |
14 |
Bel Air Investment Advisors Llc |
14 |
Apex Capital Management |
14 |
Manchester Financial Inc |
14 |
IPG Investment Advisors LLC |
14 |
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF |
14 |
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class |
14 |
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares |
14 |
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
14 |
CBLS - Elevation Series Trust - Clough Hedged Equity ETF |
14 |
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
14 |
J.Safra Asset Management Corp |
14 |
Point View Wealth Management, Inc. |
14 |
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF |
14 |
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF |
14 |
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
14 |
Hamilton Point Investment Advisors, LLC |
14 |
Trellus Management Company, LLC |
14 |
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 |
14 |
Callahan Advisors, LLC |
14 |
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
14 |
Harris Associates L P |
14 |
HOIBX - Homestead Funds Trust - Intermediate Bond Fund |
14 |
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 |
14 |
Motley Fool Asset Management LLC |
14 |
Liberty One Investment Management, Llc |
14 |
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
14 |
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
14 |
Symmetry Investments LP |
14 |
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
14 |
Nuveen Multi-Asset Income Fund |
14 |
Sarofim Fayez |
14 |
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV |
14 |
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF |
14 |
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I |
14 |
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A |
14 |
Journey Strategic Wealth Llc |
14 |
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
14 |
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 |
14 |
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A |
14 |
Ycg, Llc |
14 |
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
14 |
United Asset Strategies, Inc. |
14 |
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
14 |
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares |
14 |
First United Bank Trust/ |
14 |
Himco Variable Insurance Trust |
14 |
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF |
14 |
Widmann Financial Services, Inc. |
14 |
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
14 |
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio |
14 |
Elmwood Wealth Management, Inc. |
14 |
Scoggin Management Lp |
14 |
Legacy Capital Group California, Inc. |
14 |
Pointe Capital Management LLC |
14 |
Boys Arnold & Co Inc |
14 |
Park West Asset Management LLC |
14 |
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) |
14 |
Mine & Arao Wealth Creation & Management, LLC. |
14 |
Beck Mack & Oliver Llc |
14 |
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
14 |
RIA Advisory Group LLC |
14 |
Anson Funds Management LP |
14 |
Iron Financial, LLC |
14 |
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF |
14 |
Oder Investment Management, LLC |
14 |
Kwmg, Llc |
14 |
First National Bank of South Miami |
14 |
SMITH HAYES Advisers, Inc |
14 |
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares |
14 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
14 |
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
14 |
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 |
14 |
Arbor Wealth Management, LLC |
14 |
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF |
14 |
Privium Fund Management B.V. |
14 |
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
14 |
DAINX - Dunham Funds - Dunham International Stock Fund Class A |
14 |
NOLCX - Northern Funds - Northern Large Cap Core Fund |
14 |
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) |
14 |
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF |
14 |
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS |
14 |
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares |
14 |
Stonnington Group, Llc |
14 |
Gries Financial Llc |
14 |
NOINX - Northern Funds - Northern International Equity Index Fund |
14 |
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND |
14 |
Centennial Bank/AR/ |
14 |
Asset Advisors Corp |
14 |
NOMIX - Northern Funds - Northern Mid Cap Index Fund |
14 |
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class |
14 |
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF |
14 |
Close Asset Management Ltd |
14 |
Eaton Vance Senior Income Trust |
14 |
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
14 |
Two Roads Shared Trust - Anfield Universal Fixed Income ETF |
14 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
14 |
SG Capital Management LLC |
14 |
Suvretta Capital Management, Llc |
14 |
Henderson Global Funds |
14 |
Quantitative Value Technologies, Llc |
14 |
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
14 |
Markel Corp |
14 |
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A |
14 |
Ironwood Investment Management Llc |
14 |
BancorpSouth Bank |
14 |
Geller Advisors LLC |
14 |
Securian Funds Trust - SFT Core Bond Fund Class 1 |
14 |
Sigma Capital Management Llc |
14 |
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund |
14 |
Better Money Decisions, LLC |
14 |
Alaethes Wealth LLC |
14 |
Douglas C. Lane & Associates, Inc. |
14 |
Cary Street Partners Asset Management Llc |
14 |
Uncommon Cents Investing LLC |
14 |
Melvin Capital Management LP |
14 |
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
14 |
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A |
14 |
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A |
14 |
WMBLX - WESMARK FUNDS - WesMark Balanced Fund |
14 |
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF |
14 |
Burns J W & Co Inc/ny |
14 |
XR Securities LLC |
14 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 |
14 |
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
14 |
1st Source Bank |
14 |
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
14 |
Pathway Financial Advisers, LLC |
14 |
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
14 |
Leuthold Group, Llc |
14 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
14 |
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
14 |
White Pine Capital Llc |
14 |
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
14 |
Systematic Alpha Investments, LLC |
14 |
Community Financial Services Group, LLC |
14 |
Aspen Investment Management Inc |
14 |
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
14 |
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
14 |
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A |
14 |
Insight 2811, Inc. |
14 |
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF |
14 |
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class |
14 |
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
14 |
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional |
14 |
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
14 |
Miller Howard Investments Inc /ny |
14 |
Wall Street Access Asset Management, LLC |
14 |
Trifecta Capital Advisors, LLC |
14 |
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF |
14 |
Beacon Investment Advisory Services, Inc. |
14 |
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A |
14 |
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares |
14 |
Scout Funds |
14 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y |
14 |
PACIFIC SELECT FUND - Intermediate Bond Portfolio I |
14 |
Sarasin & Partners LLP |
14 |
General Electric Co |
14 |
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
14 |
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
14 |
Vestpro Financial Partners, Inc. Dba Cpf Texas |
14 |
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund |
14 |
Sig Brokerage, Lp |
14 |
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
14 |
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class |
14 |
Smith Group Asset Management, LLC |
14 |
Clearbridge, Llc |
14 |
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund |
14 |
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund |
14 |
Quad-Cities Investment Group, LLC |
14 |
Boenning & Scattergood, Inc. |
14 |
Mascagni Wealth Management, Inc. |
14 |
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
14 |
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A |
14 |
VSM Wealth Advisory, LLC |
14 |
ORG Wealth Partners, LLC |
14 |
Fort Pitt Capital Group, Llc |
14 |
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A |
14 |
Lingohr & Partner Asset Management GmbH |
14 |
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund |
14 |
Atlanta Capital Management Co L L C |
14 |
Midwest Professional Planners, LTD. |
14 |
Hermes Investment Management Ltd |
14 |
Lion Street Advisors, LLC |
14 |
Main Street Research LLC |
14 |
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares |
14 |
Premia Global Advisors, Llc |
14 |
Profunds - Profund Vp Ultramid-cap |
14 |
Ntv Asset Management Llc |
14 |
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
14 |
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class |
14 |
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A |
14 |
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I |
14 |
McAdams Wright Ragen, Inc. |
14 |
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
14 |
Doliver Advisors, Lp |
14 |
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI |
14 |
Banyan Partners, LLC |
14 |
Kentucky Trust Co |
14 |
Wbh Advisory Inc |
14 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
14 |
Profunds - Profund Vp Mid-cap Value |
14 |
S&t Bank/pa |
14 |
Wsfs Capital Management, Llc |
14 |
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF |
14 |
N.E.W. Advisory Services LLC |
14 |
Baron Silver Stevens Financial Advisors, Llc |
14 |
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares |
14 |
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF |
14 |
Cypress Capital, LLC |
14 |
Spdr S&p Midcap 400 Etf Trust |
14 |
Mastrapasqua Asset Management Inc |
14 |
Secure Asset Management, LLC |
14 |
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
14 |
Summit Financial Wealth Advisors, LLC |
14 |
Eaton Vance Floating-rate Income Trust |
14 |
UMPIX - Profunds - Ultramid-cap Profund Investor Class |
14 |
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
14 |
PFS Partners, LLC |
14 |
Quadrature Capital LLP |
14 |
Stableford Capital Ii Llc |
14 |
Sandy Cove Advisors, LLC |
14 |
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
14 |
First Merchants Corp |
14 |
BankPlus Trust Department |
14 |
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
14 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
13 |
Monetta Financial Services Inc |
13 |
L2 Asset Management, LLC |
13 |
Capital Wealth Alliance, LLC |
13 |
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares |
13 |
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF |
13 |
Weatherly Asset Management L. P. |
13 |
Spinnaker Trust |
13 |
Hendley & Co Inc |
13 |
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class |
13 |
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares |
13 |
GSB Wealth Management, LLC |
13 |
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF |
13 |
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional |
13 |
Core Wealth Advisors, Inc. |
13 |
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF |
13 |
Prudential Global Short Duration High Yield Fund, Inc. |
13 |
FAINX - MSS Series Trust - Fallen Angels Income Fund |
13 |
Havens Advisors Llc |
13 |
Allianzgi Diversified Income & Convertible Fund |
13 |
First Commonwealth Financial Corp /pa/ |
13 |
Sather Financial Group Inc |
13 |
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
13 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y |
13 |
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio |
13 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y |
13 |
Grey Street Capital, LLC |
13 |
TAMRO Capital Partners LLC |
13 |
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A |
13 |
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF |
13 |
Dillon & Associates Inc |
13 |
National Penn Investors Trust Co /pa |
13 |
Beech Hill Advisors, Inc. |
13 |
Blackstone / Gso Strategic Credit Fund |
13 |
Total Investment Management Inc |
13 |
Jet Capital Investors L P |
13 |
Northwest Quadrant Wealth Management, LLC |
13 |
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class |
13 |
Novare Capital Management Llc |
13 |
Amtrust Financial Services, Inc. |
13 |
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF |
13 |
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares |
13 |
Calamos Long/Short Equity & Dynamic Income Trust |
13 |
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
13 |
ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
13 |
Mangrove Partners |
13 |
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares |
13 |
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class |
13 |
Sky Investment Group LLC |
13 |
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class |
13 |
First Dallas Securities Inc. |
13 |
Pvg Asset Management Corp |
13 |
MERVX - MERGER FUND VL - The Merger Fund VL |
13 |
Financial Enhancement Group LLC |
13 |
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A |
13 |
Chelsea Counsel Co |
13 |
VCBCX - VALIC Co I - Blue Chip Growth Fund |
13 |
Eisler Capital Management Ltd. |
13 |
VCIEX - VALIC Co I - International Equities Index Fund |
13 |
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
13 |
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
13 |
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
13 |
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF |
13 |
Blackrock Enhanced Equity Dividend Trust |
13 |
FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund |
13 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
13 |
PharVision Advisers, LLC |
13 |
DIET - ETF Series Solutions - Defiance Next Gen Food & Agriculture ETF |
13 |
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A |
13 |
Liberty All Star Equity Fund |
13 |
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
13 |
Global Wealth Strategies & Associates |
13 |
Grimes & Company, Inc. |
13 |
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares |
13 |
Sl Advisors, Llc |
13 |
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF |
13 |
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF |
13 |
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares |
13 |
Archipel Asset Management AB |
13 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class |
13 |
Antonetti Capital Management LLC |
13 |
DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A |
13 |
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF |
13 |
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A |
13 |
General Partner, Inc. |
13 |
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF |
13 |
ABASX - AB TRUST - AB Discovery Value Fund Class A |
13 |
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund |
13 |
Boston Income Portfolio - Boston Income Portfolio |
13 |
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
13 |
RWDIX - Two Roads Shared Trust - Redwood Managed Volatility Fund Class I |
13 |
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF |
13 |
Clark Estates Inc/ny |
13 |
Boston Family Office Llc |
13 |
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares |
13 |
SLIM - Janus Detroit Street Trust - The Obesity ETF |
13 |
Advent Claymore Convertible Securities & Income Fund |
13 |
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A |
13 |
Oppenheimer Discovery Mid Cap Growth Fund |
13 |
Green Arrow Capital Management Llc |
13 |
denkapparat Operations GmbH |
13 |
Indices-Pac Research Corp. |
13 |
AT Bancorp |
13 |
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares |
13 |
Rivernorth Opportunities Fund, Inc. |
13 |
Clough Global Opportunities Fund |
13 |
Wells Fargo Global Dividend Opportunity Fund |
13 |
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class |
13 |
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 |
13 |
Peddock Capital Advisors, Llc |
13 |
Western Asset High Income Fund Ii Inc. |
13 |
Wells Fargo Income Opportunities Fund |
13 |
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares |
13 |
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares |
13 |
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I |
13 |
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF |
13 |
Adirondack Research & Management Inc. |
13 |
Madison Investment Holdings Inc |
13 |
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A |
13 |
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I |
13 |
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
13 |
BKM Wealth Management, LLC |
13 |
Premier Path Wealth Partners, LLC |
13 |
Punch & Associates Investment Management, Inc. |
13 |
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF |
13 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I |
13 |
Franklin Ltd Duration Income Trust |
13 |
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A |
13 |
Nuance Investments, Llc |
13 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
13 |
Third Point LLC |
13 |
Putnam Master Intermediate Income Trust |
13 |
Dowling & Yahnke Llc |
13 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I |
13 |
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF |
13 |
55i, Llc |
13 |
Philip James Wealth Mangement, LLC |
13 |
Gabelli Nextshares Trust |
13 |
Buckley Wealth Management, LLC |
13 |
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES |
13 |
Rockland Trust Co |
13 |
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares |
13 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y |
13 |
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF |
13 |
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional |
13 |
MGPIX - Profunds - Mid-cap Growth Profund Investor Class |
13 |
SGPIX - Profunds - Small-cap Growth Profund Investor Class |
13 |
Cetera Trust Company, N.A |
13 |
Aft, Forsyth & Company, Inc. |
13 |
Ransom Advisory, Ltd |
13 |
Truadvice, LLC |
13 |
Prescott Group Capital Management, L.l.c. |
13 |
G&S Capital LLC |
13 |
MainStreet Investment Advisors LLC |
13 |
Capital Directions Investment Advisors, LLC |
13 |
IMG Wealth Management, Inc. |
13 |
AJOVista, LLC |
13 |
Kendall Capital Management |
13 |
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares |
13 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y |
13 |
Adi Capital Management LLC |
13 |
Advantage Trust Co |
13 |
Versus Capital Real Assets Fund Llc |
13 |
Silicon Valley Capital Partners |
13 |
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 |
13 |
Partnership Wealth Management, LLC |
13 |
OmniStar Financial Group, Inc. |
13 |
Cornell Pochily Investment Advisors, Inc. |
13 |
Rheos Capital Works Inc. |
13 |
Dumont & Blake Investment Advisors Llc |
13 |
Fs Credit Income Fund |
13 |
Silvant Capital Management LLC |
13 |
KLCM Advisors, Inc. |
13 |
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A |
13 |
LSLT - Pacer Funds Trust - Pacer Salt Low truBeta US Market ETF |
13 |
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class |
13 |
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
13 |
Focus Financial Network Inc /adv |
13 |
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
13 |
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF |
13 |
Hitchwood Capital Management LP |
13 |
Vermillion & White Wealth Management Group, LLC |
13 |
Legacy Financial Group LLC |
13 |
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF |
13 |
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
13 |
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF |
13 |
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF |
13 |
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF |
13 |
Delta Global Management LP |
13 |
ACK Asset Management LLC |
13 |
Ar Asset Management Inc |
13 |
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF |
13 |
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares |
13 |
Plancorp, LLC |
13 |
EFA - iSHARES TRUST - iShares MSCI EAFE ETF |
13 |
Dreman Value Management, L L C |
13 |
Hutchens Investment Management Inc |
13 |
Grandview Asset Management LLC |
13 |
LM Advisors LLC |
13 |
Oasis Management Co Ltd. |
13 |
Angeles Investment Advisors, LLC |
13 |
Mizuho Securities Co. Ltd. |
13 |
Ascent Wealth Partners, LLC |
13 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A |
13 |
Abundance Wealth Counselors |
13 |
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF |
13 |
CFS Investment Advisory Services, LLC |
13 |
Ally Financial Inc. |
13 |
Coyle Financial Counsel LLC |
13 |
Mirova |
13 |
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF |
13 |
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF |
13 |
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A |
13 |
Hnp Capital Llc |
13 |
Bessemer Securities Llc |
13 |
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
13 |
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class |
13 |
Select Equity Group, L.P. |
13 |
Range Financial Group LLC |
13 |
Distillate Capital Partners LLC |
13 |
Westend Capital Management LLC |
13 |
Corvex Management LP |
13 |
Aegon Asset Management Uk Plc |
13 |
Cornerstone Wealth Group, LLC |
13 |
Gq Asset Management, Llc |
13 |
Exchange Capital Management, Inc. |
13 |
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class |
13 |
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
13 |
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
13 |
Beacon Harbor Wealth Advisors, Inc. |
13 |
Tradewinds Global Investors, LLC |
13 |
Guggenheim Equal Weight Enhanced Equity Income Fund |
13 |
NinePointTwo Capital |
13 |
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) |
13 |
CI Global Investments Inc. |
13 |
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund |
13 |
Private Capital Management, LLC |
13 |
Tacita Capital Inc |
13 |
Silphium Asset Management Ltd |
13 |
Stonehage Fleming (uk) Ltd |
13 |
Lakeview Capital Partners, LLC |
13 |
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 |
13 |
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class |
13 |
Parametric Market Neutral Portfolio |
13 |
Ambassador Advisors, LLC |
13 |
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S |
13 |
Gyroscope Capital Management Group, Llc |
13 |
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A |
13 |
Carret Asset Management, Llc |
13 |
Legacy Wealth Asset Management, LLC |
13 |
Hamel Associates, Inc. |
13 |
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A |
13 |
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares |
13 |
TruNorth Capital Management, LLC |
13 |
STXM - EA Series Trust - Strive Mid-Cap ETF |
13 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class |
13 |
Guardian Wealth Management, Inc. |
13 |
Perpetual Investment Management Ltd |
13 |
St. James Investment Company, LLC |
13 |
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class |
13 |
Dodge & Cox |
13 |
Bks Advisors, Llc |
13 |
World Equity Group, Inc. |
13 |
City Center Advisors, LLC |
13 |
Jacobs & Co/ca |
13 |
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) |
13 |
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund |
13 |
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) |
13 |
Angelo Gordon & Co., L.p. |
13 |
Y.D. More Investments Ltd |
13 |
Triumph Capital Management |
13 |
Aviso Financial Inc. |
13 |
Pecaut & Co. |
13 |
Decker Retirement Planning Inc. |
13 |
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund |
13 |
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund |
13 |
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio |
13 |
Safeguard Financial, LLC |
13 |
McNamara Financial Services, Inc. |
13 |
Bank of Kentucky, Inc. |
13 |
VSRDX - VALIC Co I - U.S. Socially Responsible Fund |
13 |
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A |
13 |
Owl Creek Asset Management, L.P. |
13 |
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares |
13 |
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
13 |
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A |
13 |
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A |
13 |
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A |
13 |
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares |
13 |
Bridgewater Wealth & Financial Management, LLC |
13 |
Mattson Financial Services, LLC |
13 |
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class |
13 |
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class |
13 |
Sante Capital Fund, LP |
13 |
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
13 |
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio |
13 |
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A |
13 |
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) |
13 |
JNL SERIES TRUST - JNL International Index Fund (I) |
13 |
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund |
13 |
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
13 |
Foyston, Gordon, & Payne Inc |
13 |
Cortina Asset Management, LLC |
13 |
CR Intrinsic Investors, LLC |
13 |
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A |
13 |
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I |
13 |
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV |
13 |
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF |
13 |
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF |
13 |
PENN SERIES FUNDS INC - Quality Bond Fund |
13 |
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class |
13 |
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF |
13 |
Artha Asset Management LLC |
13 |
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 |
13 |
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF |
13 |
AMERICAN FUNDS INSURANCE SERIES - U.S. Government/AAA-Rated Securities Fund Class 1 |
13 |
Accuvest Global Advisors |
13 |
Profunds - Profund Vp Mid-cap Growth |
13 |
Profunds - Profund Vp Small-cap Growth |
13 |
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail |
13 |
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A |
13 |
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
13 |
Liberty Capital Management, Inc. |
13 |
Cornerstone Investment Partners, LLC |
13 |
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A |
13 |
Heritage Investors Management Corp |
13 |
Cim, Llc |
13 |
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF |
13 |
Skylands Capital, LLC |
13 |
Marathon Asset Management Llp |
13 |
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
13 |
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF |
13 |
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service |
13 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund |
13 |
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A |
13 |
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A |
13 |
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K |
13 |
AQGNX - AQR Funds - AQR Global Equity Fund Class N |
13 |
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB |
13 |
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A |
13 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class |
13 |
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares |
13 |
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A |
13 |
American Trust |
13 |
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF |
13 |
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF |
13 |
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I |
13 |
Bath Savings Trust Co |
13 |
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA |
13 |
Kingfisher Capital LLC |
13 |
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA |
13 |
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB |
13 |
Montag & Caldwell, Llc |
13 |
Verity & Verity, LLC |
13 |
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K |
13 |
RE Dickinson Investment Advisors, LLC |
13 |
Stonegate Investment Group, LLC |
13 |
UNIVEST FINANCIAL Corp |
13 |
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A |
13 |
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class |
13 |
Cohen Capital Management, Inc. |
13 |
Hartline Investment Corp/ |
13 |
TABOX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark US Core Equity Fund Institutional Class |
13 |
Riverwater Partners LLC |
13 |
Peterson Financial Group, Inc. |
13 |
Alpha Cubed Investments, LLC |
13 |
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
13 |
AlphaCentric Advisors LLC |
13 |
PENN SERIES FUNDS INC - Small Cap Value Fund |
13 |
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF |
13 |
Pinnacle Wealth Management Advisory Group, LLC |
13 |
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
13 |
South Georgia Capital, Llc |
13 |
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF |
13 |
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional |
13 |
Cedar Mountain Advisors, LLC |
13 |
Insigneo Advisory Services, Llc |
13 |
Autus Asset Management, LLC |
13 |
North Star Asset Management Inc |
13 |
Landaas & Co /wi /adv |
13 |
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares |
13 |
Sawyer & Company, Inc |
13 |
Minot DeBlois Advisors LLC |
13 |
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares |
13 |
Washington Capital Management Inc |
13 |
Lourd Capital, LLC |
13 |
Harvest Capital Strategies LLC |
13 |
BTC Capital Management, Inc. |
13 |
Atlas Private Wealth Management |
13 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
13 |
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ |
13 |
Investment House Llc |
13 |
Rnc Capital Management Llc |
13 |
Founders Capital Management |
13 |
Fortress Investment Group LLC |
13 |
Beck Capital Management, Llc |
12 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 |
12 |
Stone Toro Investment Advisers, LP |
12 |
KG&L Capital Management,LLC |
12 |
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class |
12 |
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF |
12 |
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF |
12 |
Klingenstein Fields & Co Lp |
12 |
Painted Porch Advisors LLC |
12 |
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I |
12 |
Alpine Associates Management Inc. |
12 |
Clough Capital Partners L P |
12 |
Roffman Miller Associates Inc /pa/ |
12 |
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service |
12 |
Trinity Legacy Partners, LLC |
12 |
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF |
12 |
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF |
12 |
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF |
12 |
Alpine Bank Wealth Management |
12 |
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
12 |
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund |
12 |
Gilliland Jeter Wealth Management LLC |
12 |
Growth Fund Of America |
12 |
Creative Capital Management Investments LLC |
12 |
Linscomb & Williams, Inc. |
12 |
CORDA Investment Management, LLC. |
12 |
Maple Capital Management, Inc. |
12 |
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
12 |
Fourth Dimension Wealth, LLC |
12 |
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A |
12 |
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares |
12 |
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I |
12 |
Ardevora Asset Management LLP |
12 |
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares |
12 |
First Trust Investment Solutions L.P. |
12 |
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A |
12 |
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio |
12 |
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF |
12 |
East Coast Asset Management, LLC. |
12 |
BW Gestao de Investimentos Ltda. |
12 |
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares |
12 |
Piermont Capital Management LLC |
12 |
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio |
12 |
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF |
12 |
Schulhoff & Co Inc |
12 |
Madison Investment Advisors, LLC |
12 |
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio |
12 |
Northeast Investment Management |
12 |
Trust For Advisor Solutions |
12 |
Df Dent & Co Inc |
12 |
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio |
12 |
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF |
12 |
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF |
12 |
Gamble Jones Investment Counsel |
12 |
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A |
12 |
Blackstone / Gso Floating Rate Enhanced Income Fund |
12 |
Brand Asset Management Group, Inc. |
12 |
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund |
12 |
CVAR - ETF Opportunities Trust - Cultivar ETF |
12 |
Private Management Group Inc |
12 |
FRG Family Wealth Advisors LLC |
12 |
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A |
12 |
Voya Prime Rate Trust |
12 |
Vicus Capital |
12 |
Vestor Capital, Llc |
12 |
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares |
12 |
Liberty All Star Growth Fund Inc. |
12 |
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio |
12 |
OHIO NATIONAL FUND INC - ON International Equity Portfolio |
12 |
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares |
12 |
Sullivan, Bruyette, Speros & Blaney, LLC |
12 |
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 |
12 |
Sabal Trust CO |
12 |
Stanford Investment Group, Inc. |
12 |
CAMG Solamere Management, LLC |
12 |
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund |
12 |
Grey Fox Wealth Advisors, LLC |
12 |
Guidant Wealth Advisors |
12 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio |
12 |
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares |
12 |
FLP Wealth Management, LLC |
12 |
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A |
12 |
Sentinel Asset Management, Inc. |
12 |
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF |
12 |
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
12 |
Farmers Trust Co |
12 |
Family Management Corp |
12 |
Aull & Monroe Investment Management Corp |
12 |
Curbstone Financial Management Corp |
12 |
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
12 |
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF |
12 |
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF |
12 |
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
12 |
Linden Thomas Advisory Services, LLC |
12 |
Wahed Invest LLC |
12 |
VCGEX - VALIC Co I - Emerging Economies Fund |
12 |
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF |
12 |
Ballew Advisors, Inc |
12 |
Braun-Bostich & Associates Inc. |
12 |
Nicola Wealth Management Ltd. |
12 |
Iowa State Bank |
12 |
Worth Asset Management, LLC |
12 |
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV |
12 |
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class |
12 |
Western Pacific Wealth Management, LP |
12 |
JGBIX - JANUS INVESTMENT FUND - Janus Henderson Global Bond Fund Class I |
12 |
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
12 |
Spouting Rock Asset Management, LLC |
12 |
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
12 |
OAIEX - Optimum Fund Trust - Optimum International Fund Class A |
12 |
Numina Capital Management, LLC |
12 |
RWC Asset Management LLP |
12 |
Innovator ETFs Trust - Innovator Equity Managed Floor ETF |
12 |
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A |
12 |
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF |
12 |
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
12 |
Sheets Smith Wealth Management |
12 |
Capital Group Private Client Services, Inc. |
12 |
Financial Freedom, LLC |
12 |
Overbrook Management Corp |
12 |
Patten & Patten Inc/tn |
12 |
Chartwell Investment Partners/pa |
12 |
Mathes Company, Inc. |
12 |
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A |
12 |
Cumberland Partners Ltd |
12 |
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares |
12 |
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares |
12 |
Western Asset Income Fund |
12 |
Strategic Asset Management, LLC |
12 |
Western Asset Premier Bond Fund |
12 |
Fairman Group, LLC |
12 |
Zhang Financial LLC |
12 |
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF |
12 |
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I |
12 |
Genus Capital Management Inc. |
12 |
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I |
12 |
Premier Asset Management Llc |
12 |
Pegasus Partners Ltd. |
12 |
Strategic Wealth Advisors Group, LLC |
12 |
HITE Hedge Asset Management LLC |
12 |
Western Asset High Income Opportunity Fund Inc. |
12 |
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF |
12 |
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class |
12 |
ShoreHaven Wealth Partners, LLC |
12 |
Ninety One SA (PTY) Ltd |
12 |
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
12 |
Thor Advisors, Llc |
12 |
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A |
12 |
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares |
12 |
Howard Wealth Management, Llc |
12 |
Delta Lloyd Asset Management N.v. |
12 |
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
12 |
Employers Holdings, Inc. |
12 |
Lucia Wealth Services, Llc |
12 |
HDV - iSHARES TRUST - iShares Core High Dividend ETF |
12 |
HCR Wealth Advisors |
12 |
Sound View Wealth Advisors Group, LLC |
12 |
Legacy Private Trust Co. |
12 |
SNS Financial Group, LLC |
12 |
Keebeck Wealth Management, LLC |
12 |
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF |
12 |
MidWestOne Financial Group, Inc. |
12 |
Abc Arbitrage Sa |
12 |
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF |
12 |
Simply Money Advisors |
12 |
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF |
12 |
Goodman Advisory Group, LLC |
12 |
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
12 |
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) |
12 |
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF |
12 |
Alpha Family Trust |
12 |
SWS Partners |
12 |
Buckingham Capital Management, Inc. |
12 |
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional |
12 |
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional |
12 |
Trutina Financial LLC |
12 |
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class |
12 |
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
12 |
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class |
12 |
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A |
12 |
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A |
12 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class |
12 |
FourThought Financial Partners, LLC |
12 |
Parasol Investment Management, LLC |
12 |
Weil Company, Inc. |
12 |
VELA Investment Management, LLC |
12 |
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa |
12 |
ARGA Investment Management, LP |
12 |
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III |
12 |
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
12 |
Sharkey, Howes & Javer |
12 |
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF |
12 |
Ssi Investment Management Llc |
12 |
Channing Capital Management, LLC |
12 |
Tyrus Capital S.A.M. |
12 |
Brasada Capital Management, Lp |
12 |
Accident Compensation Corp |
12 |
CoreCommodity Management, LLC |
12 |
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N |
12 |
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund |
12 |
Fort Point Capital Partners LLC |
12 |
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class |
12 |
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A |
12 |
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares |
12 |
McMahon Financial Advisors, LLC |
12 |
TrueMark Investments, LLC |
12 |
TCF National Bank |
12 |
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A |
12 |
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A |
12 |
Grace Capital |
12 |
Quadcap Wealth Management, LLC |
12 |
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF |
12 |
Marsico Capital Management Llc |
12 |
Hartree Partners, LP |
12 |
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional |
12 |
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A |
12 |
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF |
12 |
Capital Advisors Inc/ok |
12 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class |
12 |
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
12 |
Summitry Llc |
12 |
Summit Partners Public Asset Management, Llc |
12 |
Baldwin Investment Management, LLC |
12 |
Fir Tree Capital Management Lp |
12 |
Risk Paradigm Group, LLC |
12 |
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
12 |
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class |
12 |
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
12 |
Delta Accumulation, LLC |
12 |
Pacific Grove Capital LP |
12 |
Granite Bay Wealth Management, LLC |
12 |
Valley Brook Capital Group, Inc. |
12 |
Alpine Global Dynamic Dividend Fund |
12 |
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF |
12 |
Alan B. Lancz & Associates, Inc. |
12 |
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund |
12 |
National Investment Services Inc /wi |
12 |
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF |
12 |
Palladiem, Llc |
12 |
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A |
12 |
LifeSteps Financial, Inc. |
12 |
Meridian Wealth Advisors, LLC |
12 |
VSL - ETF Series Solutions - Volshares Large Cap ETF |
12 |
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N |
12 |
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund |
12 |
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N |
12 |
MADDEN SECURITIES Corp |
12 |
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
12 |
Cornerstone Advisors, LLC |
12 |
Blackstone / Gso Long-short Credit Income Fund |
12 |
Landsberg, Bennett, & Dubbaneh LLC |
12 |
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
12 |
Vision Financial Markets Llc |
12 |
IronBridge Private Wealth, LLC |
12 |
Forte Capital Llc /adv |
12 |
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A |
12 |
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares |
12 |
Inverness Counsel Llc /ny/ |
12 |
Platinum Investment Management Ltd |
12 |
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A |
12 |
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A |
12 |
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund |
12 |
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund |
12 |
NS Partners Ltd |
12 |
FIISX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Global Equity Fund Class A |
12 |
Bridgeworth, LLC |
12 |
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional |
12 |
Reby Advisors, LLC |
12 |
Putney Financial Group LLC |
12 |
Game Plan Financial Advisors, LLC |
12 |
SVA Wealth Management, LLC |
12 |
West Financial Advisors, LLC |
12 |
Nordwand Advisors, LLC |
12 |
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A |
12 |
Eaton Vance Tax-managed Global Buy-write Opportunities Fund |
12 |
Naples Money Management LLC |
12 |
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
12 |
Good Life Advisors, LLC |
12 |
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB |
12 |
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
12 |
Jana Partners Llc |
12 |
Butensky & Cohen Financial Security, Inc |
12 |
Sentinel Trust Co Lba |
12 |
Cynosure Management, Llc |
12 |
Castle Rock Wealth Management, LLC |
12 |
Financial Sense Advisors, Inc. |
12 |
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI |
12 |
TriaGen Wealth Management LLC |
12 |
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF |
12 |
Nuveen S&p 500 Buywrite Income Fund |
12 |
Northeast Financial Consultants Inc |
12 |
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
12 |
Register Financial Advisors LLC |
12 |
Pine Valley Investments Ltd Liability Co |
12 |
Tiemann Investment Advisors, Llc |
12 |
Mitchell Sinkler & Starr/pa |
12 |
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
12 |
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
12 |
One Capital Management, LLC |
12 |
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
12 |
Boulder Hill Capital Management Lp |
12 |
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF |
12 |
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A |
12 |
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I |
12 |
Koesten, Hirschmann & Crabtree, INC. |
12 |
Financiere des Professionnels - Fonds d,investissement inc. |
12 |
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
12 |
Aspiriant, Llc |
12 |
Vertex One Asset Management Inc. |
12 |
qPULA Trading Management LP |
12 |
Knuff & Co LLC |
12 |
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB |
12 |
Win Advisors, Inc |
12 |
Gitterman Wealth Management, LLC |
12 |
Primecap Management Co/ca/ |
12 |
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF |
12 |
Nfj Investment Group, Llc |
12 |
Bank & Trust Co |
12 |
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class |
12 |
Comprehensive Financial Consultants Institutional, Inc. |
12 |
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class |
12 |
New World Fund Inc |
12 |
Zions Trust, National Association |
12 |
Engrave Wealth Partners LLC |
12 |
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class |
12 |
Modern Wealth Management, LLC |
12 |
Roberts Glore & Co Inc /il/ |
12 |
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF |
12 |
Salient Capital Advisors, LLC |
12 |
Northstar Group, Inc. |
12 |
Signature Estate & Investment Advisors Llc |
12 |
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
12 |
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO |
12 |
MJT & Associates Financial Advisory Group, Inc. |
12 |
Dominick & Dominick LLC |
12 |
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) |
12 |
Cadence Bank Na |
12 |
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund |
12 |
Diversify Wealth Management, Llc |
12 |
Sowa Financial Group, Inc. |
12 |
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF |
12 |
Peoples Bank/KS |
12 |
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares |
12 |
Mitchell Capital Management Co |
12 |
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF |
12 |
Old Republic International Corp |
12 |
Avanza Fonder AB |
12 |
Annex Advisory Services, LLC |
12 |
Beutel, Goodman & Co Ltd. |
12 |
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 |
12 |
Bedrijfstakpensioenfonds Voor De Media Pno |
12 |
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares |
12 |
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class |
12 |
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional |
12 |
Holos Integrated Wealth LLC |
12 |
Surevest, LLC |
12 |
Bar Harbor Trust Services |
12 |
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF |
12 |
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
12 |
Tufton Capital Management |
12 |
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
12 |
Willis Investment Counsel |
12 |
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund |
12 |
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF |
12 |
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A |
12 |
Telemetry Investments, L.L.C. |
12 |
Pinnacle Wealth Advisors |
12 |
Senator Investment Group LP |
12 |
De Burlo Group Inc |
12 |
Hanlon Investment Management, Inc. |
12 |
Ritter Daniher Financial Advisory LLC / DE |
12 |
Harvey Investment Co Llc |
12 |
Tealwood Asset Management Inc |
12 |
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A |
12 |
Dimension Capital Management Llc |
12 |
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF |
12 |
Balter Liquid Alternatives, LLC |
12 |
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF |
12 |
Capital Square, LLC |
12 |
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N |
12 |
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A |
12 |
Jamison Eaton & Wood Inc /nj |
12 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class |
12 |
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares |
12 |
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
12 |
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
12 |
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
12 |
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares |
12 |
Foster Dykema Cabot & Co Inc/ma |
12 |
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A |
12 |
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A |
12 |
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A |
12 |
Shikiar Asset Management Inc |
12 |
High Pointe Capital Management Llc |
12 |
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 |
12 |
Atwater Malick LLC |
12 |
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF |
12 |
Edmond de Rothschild (Europe) |
12 |
Financial Engines Advisors L.L.C. |
12 |
YUMY - VanEck ETF Trust - VanEck Future of Food ETF |
12 |
Snow Capital Management Lp |
12 |
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF |
12 |
Opus Investment Management Inc |
12 |
Penseco Financial Services Corp |
12 |
KAMES CAPITAL management Ltd |
12 |
Live Your Vision, LLC |
12 |
Nair Vinay |
12 |
Asset Planning,Inc |
11 |
PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional |
11 |
Nilsine Partners, LLC |
11 |
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class |
11 |
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF |
11 |
XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A |
11 |
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
11 |
Wealth Preservation Advisors, LLC |
11 |
Bienville Capital Management, LLC |
11 |
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class |
11 |
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class |
11 |
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L |
11 |
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
11 |
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A |
11 |
Caerus Investors, Llc |
11 |
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A |
11 |
Heritage Financial Services, LLC |
11 |
Kleinwort Benson Investors Dublin Ltd |
11 |
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) |
11 |
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class |
11 |
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
11 |
STFGX - Advisers Investment Trust - State Farm Growth Fund |
11 |
Talon Private Wealth, LLC |
11 |
Turner Funds |
11 |
PDS Planning, Inc |
11 |
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF |
11 |
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund |
11 |
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF |
11 |
Dymon Asia Capital (singapore) Pte. Ltd. |
11 |
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
11 |
Linden Advisors Lp |
11 |
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
11 |
Wildermuth Endowment Strategy Fund |
11 |
Windsor Capital Management, LLC |
11 |
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF |
11 |
Global Assets Advisory, LLC |
11 |
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares |
11 |
Schwarz Dygos Wheeler Investment Advisors Llc |
11 |
United Bank, Inc. |
11 |
Factorial Partners, Llc |
11 |
RiverFront Investment Group, LLC |
11 |
Community Bank System, Inc. |
11 |
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF |
11 |
Osborne Partners Capital Management, Llc |
11 |
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A |
11 |
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
11 |
Mairs & Power Inc |
11 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund |
11 |
SRTTX - SMA RELATIONSHIP TRUST - Series T |
11 |
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares |
11 |
Affiance Financial, LLC |
11 |
Timpani Capital Management LLC |
11 |
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A |
11 |
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. |
11 |
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares |
11 |
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A |
11 |
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) |
11 |
PCA Investment Advisory Services Inc. |
11 |
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class |
11 |
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class |
11 |
PNC Managed Account Solutions, Inc. |
11 |
Cooper/haims Advisors, Llc |
11 |
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF |
11 |
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund |
11 |
Trivant Custom Portfolio Group, LLC |
11 |
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) |
11 |
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A |
11 |
Leo Wealth, LLC |
11 |
Consolidated Planning Corp |
11 |
Smallwood Wealth Investment Management, LLC |
11 |
Kennebec Savings Bank |
11 |
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class |
11 |
Community Trust & Investment Co |
11 |
Paragon Wealth Strategies, LLC |
11 |
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I |
11 |
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares |
11 |
Offit Capital Advisors Llc |
11 |
Keeler THomas Management LLC |
11 |
Dagco, Inc. |
11 |
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A |
11 |
Smallcap World Fund Inc |
11 |
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard |
11 |
MOO - VanEck Vectors ETF Trust - VanEck Vectors Agribusiness ETF |
11 |
Delphia (USA) Inc. |
11 |
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
11 |
Rather & Kittrell, Inc. |
11 |
Kemnay Advisory Services Inc. |
11 |
Maryland Capital Management |
11 |
KRMA - Global X Funds - Global X Conscious Companies ETF |
11 |
China Universal Asset Management Co., Ltd. |
11 |
Smith Shellnut Wilson Llc /adv |
11 |
Demars Financial Group, LLC |
11 |
Lighthouse Financial Advisors, Inc. |
11 |
Intrepid Capital Management Inc |
11 |
ICONIQ Capital, LLC |
11 |
LifePlan Financial Group, Inc |
11 |
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) |
11 |
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF |
11 |
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I |
11 |
STLV - iSHARES TRUST - iShares Factors US Value Style ETF |
11 |
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E |
11 |
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A |
11 |
American National Bank & Trust Co /va/ |
11 |
Mane Global Capital Management Lp |
11 |
Platte River Capital LLC |
11 |
Spirepoint Private Client, Llc |
11 |
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS |
11 |
Arthur M. Cohen & Associates, Llc |
11 |
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares |
11 |
Clare Market Investments LLC |
11 |
Bmc Fund Inc |
11 |
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional |
11 |
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF |
11 |
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF |
11 |
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF |
11 |
Northern Capital Management Llc |
11 |
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio |
11 |
Stephens Investment Management Group LLC |
11 |
Buckhead Capital Management Llc |
11 |
Ada Investment Management, LP |
11 |
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class |
11 |
Investment Partners, Ltd. |
11 |
CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES |
11 |
Inr Advisory Services Llc |
11 |
Arvest Bank Trust Division |
11 |
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I |
11 |
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF |
11 |
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A |
11 |
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares |
11 |
Mirador Capital Partners LP |
11 |
Israel Discount Bank Of New York /gfn |
11 |
Opera Trading Capital |
11 |
Lake Street Financial Llc |
11 |
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional |
11 |
Advanced Series Trust - Ast Mid-cap Growth Portfolio |
11 |
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A |
11 |
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A |
11 |
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares |
11 |
Villere St Denis J & Co Llc |
11 |
Covenant Multifamily Offices, LLC |
11 |
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio |
11 |
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 |
11 |
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A |
11 |
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 |
11 |
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF |
11 |
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
11 |
GLENMEDE FUND INC - Alternative Risk Premia Portfolio |
11 |
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares |
11 |
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF |
11 |
Pillar Pacific Capital Management Llc |
11 |
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI |
11 |
Hoey Investments, Inc |
11 |
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A |
11 |
Securian Funds Trust - SFT T. Rowe Price Value Fund |
11 |
Core Bond Portfolio - Core Bond Portfolio |
11 |
Kassirer Asset Management Corp |
11 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
11 |
Horrell Capital Management, Inc. |
11 |
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I |
11 |
Sawgrass Asset Management Llc |
11 |
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A |
11 |
PACIFIC SELECT FUND - Emerging Markets Portfolio Class I |
11 |
Bft Financial Group, Llc |
11 |
Westbourne Investment Advisors, Inc. |
11 |
First American Trust, Fsb |
11 |
SeaTown Holdings Pte. Ltd. |
11 |
Florida Financial Advisors, Llc |
11 |
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF |
11 |
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
11 |
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF |
11 |
IWTR - iSHARES TRUST - iShares MSCI Water Management Multisector ETF |
11 |
Portland Global Advisors LLC |
11 |
Permian Investment Partners, LP |
11 |
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class |
11 |
Stelac Advisory Services LLC |
11 |
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A |
11 |
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
11 |
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I |
11 |
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
11 |
Bridgecreek Investment Management, LLC |
11 |
Fusion Investment Group, LLC |
11 |
HS Management Partners, LLC |
11 |
Hoplite Capital Management, L.p. |
11 |
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
11 |
HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
11 |
Tradewinds, LLC. |
11 |
Franklin, Parlapiano, Turner & Welch, LLC |
11 |
Heartland Bank & Trust Co |
11 |
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
11 |
Emerging Sovereign Group Llc |
11 |
Alpine Total Dynamic Dividend Fund |
11 |
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional |
11 |
American Asset Management Inc. |
11 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares |
11 |
Northwest Capital Management Inc |
11 |
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF |
11 |
Evelyn Partners Investment Management Services Ltd |
11 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class |
11 |
Financial Advisory Service, Inc. |
11 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
11 |
Capital Innovations LLC |
11 |
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A |
11 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class |
11 |
Spearhead Capital Advisors, Llc |
11 |
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares |
11 |
PARK CIRCLE Co |
11 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
11 |
Minot Wealth Management LLC |
11 |
Alerus Investment Advisors Corp |
11 |
Friedenthal Financial |
11 |
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund |
11 |
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
11 |
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I |
11 |
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares |
11 |
Continental Grain Co |
11 |
Sumit Capital, Llc |
11 |
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
11 |
Harvard Management Co Inc |
11 |
Eaton Vance Tax-advantaged Bond & Option Strategies Fund |
11 |
Parametric Risk Advisors LLC |
11 |
Cvi Holdings, Llc |
11 |
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS |
11 |
Parr Mcknight Wealth Management Group, Llc |
11 |
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I |
11 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class |
11 |
PACIFIC SELECT FUND - Intermediate Bond Portfolio P |
11 |
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
11 |
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class |
11 |
Manikay Partners, LLC |
11 |
Capital City Trust Co/fl |
11 |
Stock Portfolio - Stock Portfolio |
11 |
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares |
11 |
First Affirmative Financial Network |
11 |
Boston Common Asset Management, LLC |
11 |
Penobscot Investment Management Company, Inc. |
11 |
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class |
11 |
Wingate Wealth Advisors, Inc. |
11 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I |
11 |
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 |
11 |
Franklin Street Capital Partners, LLC |
11 |
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 |
11 |
Investment Research & Advisory Group, Inc. |
11 |
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
11 |
Steadfast Capital Management Lp |
11 |
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A |
11 |
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A |
11 |
Walnut Level Capital LLC |
11 |
FirstMerit Bank N A Trustee |
11 |
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I |
11 |
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund |
11 |
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional |
11 |
KROP - Global X Funds - Global X AgTech & Food Innovation ETF |
11 |
Nalls Sherbakoff Group, Llc |
11 |
Pineno Levin & Ford Asset Management, Inc. |
11 |
E Fund Management (Hong Kong) Co., Ltd. |
11 |
Bridgewater Advisors Inc. |
11 |
Maridea Wealth Management LLC |
11 |
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia |
11 |
Hurley Capital, LLC |
11 |
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares |
11 |
Coastal Bridge Advisors, LLC |
11 |
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class |
11 |
Connors Investor Services Inc |
11 |
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio |
11 |
Kinloch Capital, LLC |
11 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class |
11 |
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A |
11 |
Atlas Brown,Inc. |
11 |
Telos Capital Management, Inc. |
11 |
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF |
11 |
Garda Capital Partners Lp |
11 |
DEHP - Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF |
11 |
Artemis Wealth Advisors, LLC |
11 |
Biltmore Family Office, LLC |
11 |
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class |
11 |
Cypress Capital Management Llc |
11 |
Privium Fund Management (UK) Ltd |
11 |
Security National Bank |
11 |
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund |
11 |
Torch Wealth Management LLC |
11 |
San Luis Wealth Advisors LLC |
11 |
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A |
11 |
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
11 |
VVSCX - VALIC Co I - Small Cap Value Fund |
11 |
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF |
11 |
Cna Financial Corp |
11 |
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 |
11 |
Belmont Global Advisors, Inc. |
11 |
Capital Financial Planning, LLC |
11 |
Blackrock Enhanced Global Dividend Trust |
11 |
Old Dominion Capital Management Inc |
11 |
Boreal Capital Management LLC |
11 |
Kfg Wealth Management, Llc |
11 |
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A |
11 |
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF |
11 |
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares |
11 |
Halsey Associates Inc/ct |
11 |
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A |
11 |
Ti-trust, Inc |
11 |
Eaton Vance Tax Advantaged Global Dividend Income Fund |
11 |
Northern Right Capital Management, L.P. |
11 |
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A |
11 |
Strategic Advisors LLC |
11 |
Thrivent Core Funds - Thrivent Core International Equity Fund |
11 |
Bellecapital International Ltd. |
11 |
Leisure Capital Management |
11 |
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF |
11 |
Eads & Heald Wealth Management |
11 |
Ballast Advisors Llc |
11 |
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A |
11 |
Benedict Financial Advisors Inc |
11 |
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund |
11 |
9258 Wealth Management, LLC |
11 |
Visionary Wealth Advisors |
11 |
Blue Rock Advisors, LLC |
11 |
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF |
11 |
Baldrige Asset Management LLC |
11 |
Kelly Lawrence W & Associates Inc/ca |
11 |
Eaton Vance Enhanced Equity Income Fund Ii |
11 |
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A |
11 |
B&D White Capital Company, LLC |
11 |
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
11 |
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
11 |
Bell Bank |
11 |
Symmetry Peak Management Llc |
11 |
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF |
11 |
Fulcrum Equity Management |
11 |
DHJJ Financial Advisors, Ltd. |
11 |
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
11 |
Folger Nolan Fleming Douglas Capital Management, Inc |
11 |
MeadowBrook Investment Advisors LLC |
11 |
Kanawha Capital Management Llc |
11 |
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares |
11 |
Rand Wealth, Llc |
11 |
GQG Partners LLC |
11 |
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P |
11 |
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF |
11 |
First National Corp /ma/ /adv |
11 |
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund |
11 |
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A |
11 |
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund |
11 |
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
11 |
Roman Butler Fullerton & Co |
11 |
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF |
11 |
Dreyfus Manager Funds I |
11 |
Donaldson Capital Management, Llc |
11 |
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A |
11 |
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF |
11 |
Quest Investment Management Llc |
11 |
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class |
11 |
Beacon Trust Co |
11 |
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund |
11 |
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class |
11 |
Chesapeake Asset Management Llc |
11 |
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund |
11 |
Capstone Financial Advisors, Inc. |
11 |
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A |
11 |
Drive Wealth Management, Llc |
11 |
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
11 |
Ellsworth Advisors, LLC |
11 |
Lvm Capital Management Ltd/mi |
11 |
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF |
11 |
Aries Wealth Management |
11 |
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class |
11 |
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB |
11 |
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
11 |
Mogy Joel R Investment Counsel Inc |
11 |
Cobblestone Capital Advisors Llc /ny/ |
11 |
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares |
11 |
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF |
11 |
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A |
11 |
Connable Office Inc |
11 |
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A |
11 |
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A |
11 |
Norris Perne & French Llp/mi |
11 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
11 |
Jacobus Wealth Management, Inc. |
11 |
Global Endowment Management, LP |
11 |
Cubic Asset Management, LLC |
11 |
Holowesko Partners Ltd. |
11 |
American National Registered Investment Advisor, Inc. |
11 |
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF |
11 |
Vanguard Specialized Funds |
11 |
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF |
11 |
WealthTrust Axiom LLC |
11 |
Callan Capital, LLC |
11 |
Empire Financial Management Company, LLC |
11 |
Milestone Investment Advisors LLC |
11 |
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) |
11 |
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I |
11 |
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV |
11 |
Maryland Capital Advisors Inc. |
11 |
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
11 |
Cornerstone Capital, Inc. |
11 |
Honeywell International Inc |
11 |
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
11 |
WP Advisors, LLC |
11 |
TGSMX - TCW FUNDS INC - TCW Short Term Bond Fund I Class |
11 |
JCIC Asset Management Inc. |
11 |
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares |
11 |
Autumn Glory Partners, LLC |
11 |
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF |
11 |
Investment Management Corp /va/ /adv |
11 |
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A |
11 |
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio |
11 |
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF |
11 |
Americafirst Quantitative Trust - Americafirst Defensive Growth & Income Portfolio, Series 2 |
11 |
Robertson Stephens Wealth Management, LLC |
11 |
Eisler Capital (US) LLC |
11 |
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional |
11 |
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF |
11 |
Birinyi Associates Inc |
11 |
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF |
11 |
Outfitter Financial LLC |
11 |
BancorpSouth Inc |
11 |
Ironsides Asset Advisors, LLC |
11 |
Signature Financial Management, Inc. |
11 |
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% |
11 |
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A |
11 |
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I |
11 |
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF |
11 |
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class |
11 |
Marshall Financial Group LLC |
11 |
AWM Investment Company, Inc. |
11 |
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF |
11 |
Bank Of The West |
11 |
Wealthstreet Investment Advisors, LLC |
11 |
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 |
11 |
Hillman Capital Management, Inc. |
11 |
HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF |
11 |
First Financial Bank - Trust Division |
11 |
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund |
11 |
SignalPoint Asset Management, LLC |
11 |
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF |
11 |
Northside Capital Management, LLC |
11 |
Davidson & Garrard Inc |
11 |
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF |
11 |
Integrated Wealth Counsel, Llc |
11 |
Measured Risk Portfolios, Inc. |
11 |
Ivy High Income Opportunities Fund |
11 |
Biltmore Capital Advisors LLC |
11 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class |
11 |
Bank Of Stockton |
11 |
SeaBridge Investment Advisors LLC |
11 |
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund |
11 |
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares |
10 |
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF |
10 |
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF |
10 |
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF |
10 |
Crabel Capital Management, LLC |
10 |
American Trust Investment Advisors, LLC |
10 |
Meridian Investment Counsel Inc. |
10 |
Truehand, Inc |
10 |
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB |
10 |
AlTi Global, Inc. |
10 |
Stormborn Capital Management, Llc |
10 |
Flippin Bruce & Porter Inc |
10 |
OneAscent Wealth Management LLC |
10 |
Lumature Wealth Partners, LLC |
10 |
Graticule Asia Macro Advisors LLC |
10 |
MBM Wealth Consultants, LLC |
10 |
Lokken Investment Group LLC |
10 |
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF |
10 |
Sherman Asset Management, Inc. |
10 |
Long Island Wealth Management, Inc. |
10 |
Little House Capital Llc |
10 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class |
10 |
Martin Capital Partners, LLC |
10 |
James Hambro & Partners |
10 |
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I |
10 |
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF |
10 |
Renasant Bank |
10 |
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF |
10 |
Stansberry Asset Management, Llc |
10 |
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF |
10 |
Campbell Wealth Management |
10 |
Sierra Summit Advisors Llc |
10 |
KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF |
10 |
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A |
10 |
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF |
10 |
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares |
10 |
Pimco Corporate & Income Opportunity Fund |
10 |
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund |
10 |
Outlook Wealth Advisors, LLC |
10 |
Genworth Financial Inc |
10 |
Holistic Financial Partners |
10 |
Criterion Capital Advisors, Llc |
10 |
Mach-1 Financial Group, Inc. |
10 |
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio |
10 |
MONECO Advisors, LLC |
10 |
Brendel Financial Advisors LLC |
10 |
Cypress Funds Llc |
10 |
Fma Advisory Inc |
10 |
Connacht Asset Management LP |
10 |
CARY - Angel Oak Funds Trust - Angel Oak Income ETF |
10 |
Howard Capital Management |
10 |
Capstone Series Fund Inc |
10 |
Twin Securities, Inc. |
10 |
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I |
10 |
Culbertson A N & Co Inc |
10 |
Chubb Corp |
10 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF |
10 |
Quantedge Capital Pte Ltd |
10 |
StellarOne CORP |
10 |
Custom Index Systems, Llc |
10 |
Lorber David A |
10 |
Woodward Diversified Capital, Llc |
10 |
Evelyn Partners Investment Management LLP |
10 |
FrontFour Capital Group LLC |
10 |
Consultiva Wealth Management, Corp. |
10 |
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund |
10 |
aeris Capital Holding GmbH |
10 |
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund |
10 |
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A |
10 |
Albert D Mason Inc |
10 |
RBA Wealth Management, LLC |
10 |
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF |
10 |
Caerus Global Investors LLC |
10 |
Crowley Wealth Management, Inc. |
10 |
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF |
10 |
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio |
10 |
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio |
10 |
Coho Partners, Ltd. |
10 |
Insight Select Income Fund |
10 |
Legend Financial Advisors, Inc. |
10 |
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A |
10 |
Argyle Capital Management Inc. |
10 |
Ghisallo Capital Management LLC |
10 |
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF |
10 |
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) |
10 |
Strategic Financial Services, Inc, |
10 |
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund |
10 |
Thb Asset Management |
10 |
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF |
10 |
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class |
10 |
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF |
10 |
Paradigm Financial Advisors, LLC |
10 |
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 |
10 |
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class |
10 |
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
10 |
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A |
10 |
Twin Lakes Capital Management, LLC |
10 |
XML Financial, LLC |
10 |
Edmp, Inc. |
10 |
Tobias Financial Advisors, Inc. |
10 |
Confluence Wealth Management LLC |
10 |
Blue Square Asset Management, Llc |
10 |
FEDERATED CORE TRUST - Emerging Markets Core Fund |
10 |
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF |
10 |
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares |
10 |
Main Street Financial Solutions, LLC |
10 |
SkyOak Wealth, LLC |
10 |
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF |
10 |
PKO Investment Management Joint-Stock Co |
10 |
Marianas Fund Management Llc |
10 |
Fft Wealth Management Llc |
10 |
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
10 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I |
10 |
Meritage Group LP |
10 |
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund |
10 |
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A |
10 |
Investmark Advisory Group LLC |
10 |
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF |
10 |
Omni Partners Llp |
10 |
Barry Investment Advisors, LLC |
10 |
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares |
10 |
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A |
10 |
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF |
10 |
Traphagen Investment Advisors Llc |
10 |
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF |
10 |
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
10 |
Clough Global Equity Fund |
10 |
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund |
10 |
Richwood Investment Advisors, LLC |
10 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II |
10 |
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund |
10 |
Markston International Llc |
10 |
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund |
10 |
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund |
10 |
Weaver Capital Management LLC |
10 |
Chemung Canal Trust Co |
10 |
Carlton Hofferkamp & Jenks Wealth Management, LLC |
10 |
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund |
10 |
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund |
10 |
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund |
10 |
Alta Capital Management Llc/ |
10 |
Baxter Bros Inc |
10 |
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
10 |
Blackrock Floating Rate Income Trust |
10 |
Chatham Capital Group, Inc. |
10 |
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I |
10 |
Franklin Templeton International Trust |
10 |
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class |
10 |
EISAX - CARILLON SERIES TRUST - Carillon ClariVest International Stock Fund A |
10 |
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund |
10 |
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A |
10 |
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional |
10 |
Price Michael F |
10 |
Ramirez Asset Management, Inc. |
10 |
Lifeworks Advisors, LLC |
10 |
Cadinha & Co Llc |
10 |
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund |
10 |
Bright Rock Capital Management, Llc |
10 |
Keynote Financial Services Llc |
10 |
AssuredPartners Investment Advisors, LLC |
10 |
PHH Investments, Ltd. |
10 |
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class |
10 |
Cardinal Capital Management Llc /ct |
10 |
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF |
10 |
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF |
10 |
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF |
10 |
Cantor Fitzgerald Investment Adviser L.p. |
10 |
Seminole Management Co., Inc. |
10 |
Impala Asset Management LLC |
10 |
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A |
10 |
Hunter Perkins Capital Management, LLC |
10 |
Asio Capital, LLC |
10 |
Northwest Bancshares, Inc. |
10 |
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class |
10 |
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) |
10 |
Canandaigua National Corp |
10 |
Jnl Series Trust - Jnl/s&p 4 Fund (a) |
10 |
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) |
10 |
Iridian Asset Management Llc/ct |
10 |
Highline Capital Management, L.p. |
10 |
EFG Asset Management (Americas) Corp. |
10 |
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
10 |
Fairfield Financial Advisors, LTD |
10 |
Kera Capital Partners, Inc. |
10 |
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 |
10 |
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund |
10 |
Granite Investment Advisors, LLC |
10 |
Eaton Vance Tax-managed Global Diversified Equity Income Fund |
10 |
Fairscale Capital, LLC |
10 |
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A |
10 |
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class |
10 |
Cito Capital Group, LLC |
10 |
Sompo Japan Nipponkoa Asset Management Co.,ltd. |
10 |
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class |
10 |
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF |
10 |
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
10 |
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class |
10 |
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
10 |
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF |
10 |
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund |
10 |
Gf Fund Management Co. Ltd. |
10 |
Oppenheimer Rising Dividends Fund |
10 |
Mitsubishi UFJ Asset Management (UK) Ltd. |
10 |
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 |
10 |
Western Asset Management Company, LLC |
10 |
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio |
10 |
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H |
10 |
Board of the Pension Protection Fund |
10 |
Loeb Offshore Management LP |
10 |
HWG Holdings LP |
10 |
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares |
10 |
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A |
10 |
Mawer Investment Management Ltd. |
10 |
Laurel Grove Capital, LLC |
10 |
Marble Harbor Investment Counsel, LLC |
10 |
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I |
10 |
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A |
10 |
Lawson Kroeker Investment Management Inc/ne |
10 |
VVMCX - VALIC Co I - Mid Cap Value Fund |
10 |
Western Asset Global High Income Fund Inc. |
10 |
True North Advisors, LLC |
10 |
BlackRock Multi-Sector Opportunities Trust II |
10 |
Slocum, Gordon & Co LLP |
10 |
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund |
10 |
JTC Employer Solutions Trusteee Ltd |
10 |
Lindsell Train Ltd |
10 |
TENOR CAPITAL MANAGEMENT Co., L.P. |
10 |
Court Place Advisors, LLC |
10 |
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF |
10 |
Hibernia Wealth Partners, LLC |
10 |
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF |
10 |
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio |
10 |
PPM Funds - PPM Long Short Credit Fund (Inst) |
10 |
Capital World Growth & Income Fund |
10 |
DHQAX - MUTUAL FUND SERIES TRUST - Day Hagan Logix Tactical Dividend Fund Class A |
10 |
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio |
10 |
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A |
10 |
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A |
10 |
VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund |
10 |
Groesbeck Investment Management Corp /nj/ |
10 |
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A |
10 |
Viking Global Investors Lp |
10 |
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
10 |
Richards, Merrill & Peterson, Inc. |
10 |
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
10 |
Sagespring Wealth Partners, Llc |
10 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB |
10 |
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB |
10 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional |
10 |
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
10 |
40 North Management LLC |
10 |
PACIFIC SELECT FUND - Comstock Portfolio Class I |
10 |
Ibex Investors LLC |
10 |
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 |
10 |
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares |
10 |
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF |
10 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I |
10 |
Newman Dignan & Sheerar, Inc. |
10 |
COIAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Conservative Income Fund Class F |
10 |
Marshall & Sterling Wealth Advisors Inc. |
10 |
BPEMX - RBB FUND, INC. - Boston Partners Emerging Markets Fund Institutional Class |
10 |
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB |
10 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class |
10 |
Paragon Capital Management LLC |
10 |
Yellowstone Partners, LLC |
10 |
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF |
10 |
Somerville Kurt F |
10 |
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF |
10 |
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class |
10 |
PENN SERIES FUNDS INC - Smid Cap Growth Fund |
10 |
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares |
10 |
Blackrock Resources & Commodities Strategy Trust |
10 |
Silverlake Wealth Management Llc |
10 |
Hood River Capital Management LLC |
10 |
ESL Trust Services, LLC |
10 |
Garrison Asset Management, LLC |
10 |
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
10 |
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares |
10 |
MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I |
10 |
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I |
10 |
Hills Bank & Trust Co |
10 |
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
10 |
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional |
10 |
Caisse Des Depots Et Consignations |
10 |
Windward Capital Management Co /ca |
10 |
Hall Capital Management Co Inc |
10 |
Middleton & Co Inc/ma |
10 |
Charter Bridge Capital Management, L.P. |
10 |
Jackson Square Capital, Llc |
10 |
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares |
10 |
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A |
10 |
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A |
10 |
TBH Global Asset Management, LLC |
10 |
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I |
10 |
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund |
10 |
Sterneck Capital Management, LLC |
10 |
HDAVX - JANUS INVESTMENT FUND - Janus Henderson Dividend & Income Builder Fund Class A |
10 |
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I |
10 |
Prio Wealth Limited Partnership |
10 |
HMS Capital Management, LLC |
10 |
ENVAX - VanEck Funds - Environmental Sustainability Fund Class A |
10 |
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio |
10 |
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A |
10 |
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF |
10 |
Clearwater Capital Advisors, LLC |
10 |
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I |
10 |
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) |
10 |
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
10 |
Round Table Services, LLC |
10 |
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A |
10 |
Asset Planning Services, Ltd. |
10 |
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
10 |
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
10 |
Soltis Investment Advisors LLC |
10 |
ULTRA SERIES FUND - Core Bond Fund Class I |
10 |
ULTRA SERIES FUND - Diversified Income Fund Class I |
10 |
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio |
10 |
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio |
10 |
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF |
10 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial |
10 |
Mondrian Investment Partners LTD |
10 |
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund |
10 |
Cassaday & Co Wealth Management LLC |
10 |
Mountain Pacific Investment Advisers Inc/id |
10 |
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares |
10 |
Grassi Investment Management Llc |
10 |
KAMES CAPITAL management Ltd |
10 |
Catawba Capital Management /va |
10 |
Private Advisory Group LLC |
10 |
CTC Capital Management, LLC |
10 |
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. |
10 |
JB Capital LLC |
10 |
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio |
10 |
New Capital Management LP |
10 |
Meteora Capital, LLC |
10 |
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I |
10 |
Dsm Capital Partners Llc |
10 |
RK Asset Management, LLC |
10 |
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS |
10 |
Waters Parkerson & Co., Llc |
10 |
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I |
10 |
Elm Advisors, Llc |
10 |
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional |
10 |
Frontier Capital Management Co Llc |
10 |
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF |
10 |
Jmac Enterprises Llc |
10 |
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class |
10 |
Southpoint Capital Advisors LP |
10 |
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y |
10 |
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund |
10 |
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund |
10 |
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M |
10 |
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N |
10 |
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF |
10 |
Kettle Hill Capital Management, Llc |
10 |
Stiles Financial Services Inc |
10 |
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF |
10 |
Addison Capital Co |
10 |
Icon Wealth Advisors, LLC |
10 |
Team Hewins, LLC |
10 |
JIHDX - John Hancock Funds II - High Yield Fund Class 1 |
10 |
Tempus Wealth Planning, LLC |
10 |
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity |
10 |
Southeast Asset Advisors Inc. |
10 |
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF |
10 |
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
10 |
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF |
10 |
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class |
10 |
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A |
10 |
Covington Investment Advisors Inc. |
10 |
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional |
10 |
J.P. Turner & Co Capital Mnagement, LLC |
10 |
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II |
10 |
Oppenheimer Limited-term Bond Fund |
10 |
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF |
10 |
Taylor Wealth Management Partners |
10 |
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class |
10 |
Fiduciary Group LLC |
10 |
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund |
10 |
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF |
10 |
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard |
10 |
Capricorn Fund Managers Ltd |
10 |
Cascadia Advisory Services, LLC |
10 |
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A |
10 |
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I |
10 |
Fifth Lane Capital, Lp |
10 |
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF |
10 |
Oppenheimer Integrity Funds |
10 |
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class |
10 |
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class |
10 |
Bbr Partners, Llc |
10 |
Sprott Inc. |
10 |
PEVC - Pacer Funds Trust - Pacer PE/VC ETF |
10 |
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
10 |
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class |
10 |
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF |
10 |
Virtus Global Dividend & Income Fund Inc. |
10 |
Cardinal Capital Management, Inc. |
10 |
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF |
10 |
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z |
10 |
YOKE - EA Series Trust - Yoke Core ETF |
10 |
Eagle Capital Management, LLC |
10 |
Covea Finance |
10 |
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A |
10 |
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class |
10 |
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares |
10 |
Camden National Bank |
10 |
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A |
10 |
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class |
10 |
Soroban Capital Partners LP |
10 |
Ignite Planners, LLC |
10 |
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class |
10 |
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund |
10 |
IWL - iSHARES TRUST - iShares Russell Top 200 ETF |
10 |
Caldwell & Orkin Inc |
10 |
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF |
10 |
Portfolio Design Labs, LLC |
10 |
Blackrock Multi-sector Opportunities Trust |
10 |
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
10 |
Catalytic Wealth RIA, LLC |
10 |
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV |
10 |
EdgeRock Capital LLC |
10 |
Chesapeake Wealth Management |
10 |
Sirios Capital Management L P |
10 |
Marco Investment Management Llc |
10 |
Journey Advisory Group, LLC |
10 |
Forza Wealth Management, LLC |
10 |
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A |
10 |
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional |
10 |
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund |
10 |
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF |
10 |
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
10 |
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
10 |
Winthrop Capital Management, LLC |
10 |
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund |
10 |
FRANK FUNDS - Camelot Event Driven Fund Class A Shares |
10 |
Murchinson Ltd. |
10 |
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 |
10 |
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares |
10 |
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares |
10 |
Lafayette Investments, Inc. |
10 |
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 |
10 |
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF |
10 |
Capstone Triton Financial Group, LLC |
10 |
McClarren Financial Advisors, Inc. |
10 |
Bank Hapoalim Bm |
10 |
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF |
10 |
McCarthy Asset Management, Inc. |
10 |
Frontier Investment Mgmt Co |
10 |
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 |
10 |
Morris Retirement Advisors, LLC |
10 |
D.B. Root & Company, LLC |
10 |
Claymore Exchange-traded Fund Trust 2 |
10 |
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class |
10 |
Bainco International Investors |
10 |
Laidlaw Wealth Management LLC |
10 |
Mason Capital Management Llc |
10 |
Game Creek Capital, LP |
10 |
Train Babcock Advisors Llc |
10 |
Cooper Financial Group |
10 |
Stockman Wealth Management, Inc. |
10 |
C WorldWide Group Holding A/S |
10 |
Pinnacle Holdings, LLC |
10 |
Inlet Private Wealth, LLC |
10 |
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class |
10 |
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A |
10 |
Berger Financial Group, Inc |
10 |
Slow Capital, Inc. |
10 |
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF |
10 |
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A |
10 |
Cfs, Llc |
10 |
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A |
10 |
Saybrook Capital /nc |
10 |
Smith & Howard Wealth Management, LLC |
10 |
Segment Wealth Management, LLC |
10 |
Cheviot Value Management, LLC |
10 |
Sandell Asset Management Corp |
10 |
Torno Capital, Llc |
10 |
CQS Cayman LP |
10 |
Scholtz & Company, Llc |
10 |
Coe Capital Management, LLC |
10 |
Worth Venture Partners, LLC |
10 |
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P |
10 |
Financial Avengers, Inc. |
10 |
Hefty Wealth Partners |
10 |
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF |
9 |
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I |
9 |
Columbia Capital Llc |
9 |
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares |
9 |
Lord Abbett Credit Opportunities Fund |
9 |
Spectrum Advisory Services Inc |
9 |
Vista Private Wealth Partners. LLC |
9 |
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
9 |
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional |
9 |
Barr E S & Co |
9 |
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
9 |
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF |
9 |
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A |
9 |
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A |
9 |
Naviter Wealth, LLC |
9 |
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf |
9 |
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF |
9 |
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF |
9 |
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF |
9 |
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF |
9 |
Foster Victor Wealth Advisors, LLC |
9 |
Hudson Valley Investment Advisors Inc /adv |
9 |
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I |
9 |
Your Advocates Ltd., LLP |
9 |
Highfields Capital Management Lp |
9 |
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF |
9 |
Andesa Financial Management Inc. |
9 |
Exeter Financial, LLC |
9 |
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 |
9 |
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF |
9 |
Davis Investment Partners, LLC |
9 |
Nichols & Pratt Advisers Llp /ma |
9 |
NSRIX - Northern Funds - Northern Global Sustainability Index Fund |
9 |
John Hancock Investors Trust |
9 |
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF |
9 |
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A |
9 |
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF |
9 |
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z |
9 |
Emfo, Llc |
9 |
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF |
9 |
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF |
9 |
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class |
9 |
EnRich Financial Partners LLC |
9 |
TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A |
9 |
Perennial Advisors, LLC |
9 |
Moab Capital Partners LLC |
9 |
Blueprint Investment Partners LLC |
9 |
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A |
9 |
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A |
9 |
Ivy Variable Insurance Portfolios - Ivy VIP Global Equity Income Class II |
9 |
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares |
9 |
DFIV - Dimensional ETF Trust - Dimensional International Value ETF |
9 |
Invesco Senior Loan Fund |
9 |
Stance Capital Llc |
9 |
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares |
9 |
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II |
9 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I |
9 |
Retirement Wealth Solutions LLC |
9 |
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR |
9 |
BTG Pactual Asset Management US LLC |
9 |
FreeGulliver LLC |
9 |
Valentine Capital Asset Management, Inc. |
9 |
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A |
9 |
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A |
9 |
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A |
9 |
Knightsbridge Asset Management, Llc |
9 |
Wells Fargo Utilities & High Income Fund |
9 |
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
9 |
Investment Management Of Virginia Llc |
9 |
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A |
9 |
O'Brien Greene & Co. Inc |
9 |
New Age Alpha Funds Trust - NAA Opportunity Fund Class C |
9 |
Stonebridge Capital Management Inc |
9 |
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
9 |
Security National Bank Of Sioux City Iowa /ia/ |
9 |
Cypress Wealth Services, LLC |
9 |
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I |
9 |
VCHYX - VALIC Co II - High Yield Bond Fund |
9 |
VACVX - VALIC Co II - Large Cap Value Fund |
9 |
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF |
9 |
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A |
9 |
TFG Advisers LLC |
9 |
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class |
9 |
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF |
9 |
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares |
9 |
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF |
9 |
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A |
9 |
Raiff Partners Inc |
9 |
Marks Group Wealth Management, Inc |
9 |
Invst, LLC |
9 |
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares |
9 |
Paladin Advisory Group, LLC |
9 |
Trust Co Of Oklahoma |
9 |
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A |
9 |
State Farm Mutual Automobile Insurance Co |
9 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 |
9 |
Lcnb Corp |
9 |
Keating Investment Counselors Inc |
9 |
Covenant Partners, LLC |
9 |
Savvy Advisors, Inc. |
9 |
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional |
9 |
3Chopt Investment Partners, LLC |
9 |
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A) |
9 |
Penn Mutual Asset Management, LLC |
9 |
Atlantic Private Wealth, LLC |
9 |
Bill Few Associates, Inc. |
9 |
HCMAX - ALPS Series Trust - Hillman Value Fund |
9 |
Fiduciary Financial Group, Llc |
9 |
Capital Management Corp /va |
9 |
CTPFX - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND Class F-2 |
9 |
Cyrus J. Lawrence, LLC |
9 |
Orleans Capital Management Corp/la |
9 |
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF |
9 |
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) |
9 |
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class |
9 |
FSC Wealth Advisors, LLC |
9 |
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A |
9 |
Richard C. Young & CO., LTD. |
9 |
Junto Capital Management LP |
9 |
WHIAX - IVY FUNDS - Ivy High Income Fund Class A |
9 |
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A |
9 |
BAD - Listed Funds Trust - B.A.D. ETF |
9 |
IBIAX - IVY FUNDS - Ivy Global Equity Income Fund Class A |
9 |
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF |
9 |
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I |
9 |
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF |
9 |
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A |
9 |
JGDAX - JANUS INVESTMENT FUND - Janus Henderson Global Income Managed Volatility Fund Class A |
9 |
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I |
9 |
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class |
9 |
Advanced Investment Partners, LLC |
9 |
Haber Trilix Advisors, Lp |
9 |
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
9 |
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 |
9 |
Stokes & Hubbell Capital Management, LLC |
9 |
Buffington Mohr McNeal |
9 |
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
9 |
Geneva Partners, LLC |
9 |
Wealth Advisors of Tampa Bay, LLC |
9 |
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares |
9 |
Causeway Capital Management Llc |
9 |
Innovis Asset Management Llc |
9 |
Alliance Wealth Advisors, LLC /UT |
9 |
National Wealth Management Group, LLC |
9 |
Mfs Intermediate Income Trust |
9 |
Rogco, Lp |
9 |
Brighthouse Funds Trust I - AB International Bond Portfolio Class B |
9 |
Knollwood Investment Advisory, LLC |
9 |
Warther Private Wealth, LLC |
9 |
Newfoundland Capital Management |
9 |
Cazenove Capital Management Ltd |
9 |
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV |
9 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class |
9 |
Hikari Power Ltd |
9 |
Prosperity Consulting Group, LLC |
9 |
Holderness Investments Co |
9 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C |
9 |
Tygh Capital Management, Inc. |
9 |
Blackrock Floating Rate Income Strategies Fund, Inc. |
9 |
Revisor Wealth Management LLC |
9 |
ROSS\JOHNSON & Associates LLC |
9 |
KAIIX - Ultimus Managers Trust - KARNER BLUE ANIMAL IMPACT FUND Institutional Class |
9 |
Franklin Templeton ETF Trust - Western Asset Bond ETF |
9 |
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class |
9 |
Sugar Maple Asset Management, LLC |
9 |
Haverford Financial Services, Inc. |
9 |
EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A |
9 |
Oppenheimer Capital Income Fund |
9 |
Everhart Financial Group, Inc. |
9 |
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A |
9 |
Mb, Levis & Associates, Llc |
9 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I |
9 |
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund |
9 |
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A |
9 |
Spirit Of America Management Corp/ny |
9 |
RUFF - ETF Opportunities Trust - Alpha Dog ETF |
9 |
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class |
9 |
Rit Capital Partners Plc |
9 |
Blackstone / Gso Senior Floating Rate Term Fund |
9 |
Vaughan David Investments Inc/il |
9 |
Inverness Investment Group, LLC |
9 |
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
9 |
Nuveen Global High Income Fund |
9 |
Marathon Capital Management |
9 |
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio |
9 |
Mechanics Bank Trust Department |
9 |
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio |
9 |
AMCPX - AMCAP FUND - AMCAP FUND Class A |
9 |
Dock Street Asset Management Inc |
9 |
Quadrant Private Wealth Management, LLC |
9 |
GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF |
9 |
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional |
9 |
Otter Creek Management Inc |
9 |
PGIM Short Duration High Yield Opportunities Fund |
9 |
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares |
9 |
BFIX - Build Funds Trust - Build Bond Innovation ETF |
9 |
Eagle Growth & Income Opportunities Fund |
9 |
Sabby Management, Llc |
9 |
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF |
9 |
MASTERINVEST Kapitalanlage GmbH |
9 |
Matrix Asset Advisors Inc/ny |
9 |
Wolf Group Capital Advisors |
9 |
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z |
9 |
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF |
9 |
RCSAX - RUSSELL INVESTMENT CO - Commodity Strategies Fund Class A |
9 |
SAVIX - UNIFIED SERIES TRUST - Symons Value Institutional Fund Symons Value Institutional |
9 |
International Private Wealth Advisors LLC |
9 |
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class |
9 |
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares |
9 |
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
9 |
Fiduciary Financial Services Of The Southwest Inc /tx |
9 |
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class |
9 |
Kelman-Lazarov, Inc. |
9 |
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A |
9 |
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y |
9 |
Centenus Global Management, Lp |
9 |
Granahan Investment Management Inc/ma |
9 |
MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A |
9 |
EUDG - WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund N/A |
9 |
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF |
9 |
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares |
9 |
Ahl Investment Management, Inc. |
9 |
Staley Capital Advisers Inc |
9 |
AMS Capital Ltda |
9 |
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III |
9 |
Community Capital Management, Inc. |
9 |
Verde Servicos Internacionais S.A. |
9 |
Wafra Inc. |
9 |
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF |
9 |
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class |
9 |
Outfitter Advisors, Ltd. |
9 |
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF |
9 |
Anderson Financial Strategies, LLC |
9 |
DGS Capital Management, LLC |
9 |
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class |
9 |
Griffin Institutional Access Credit Fund |
9 |
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF |
9 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 |
9 |
Portfolio Solutions, LLC |
9 |
PPM Funds - PPM Floating Rate Income Fund (Inst) |
9 |
MorganRosel Wealth Management, LLC |
9 |
DJE Kapital AG |
9 |
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class |
9 |
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A |
9 |
Stephenson National Bank & Trust |
9 |
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund |
9 |
NORTHERN FUNDS - U.S. Quality ESG Fund Class I |
9 |
Isi Strategy Fund Inc |
9 |
NWK Group, Inc. |
9 |
Tanglewood Legacy Advisors, LLC |
9 |
Godshalk Welsh Capital Management, Inc. |
9 |
Meristem Family Wealth, LLC |
9 |
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF |
9 |
Yacktman Asset Management Lp |
9 |
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF |
9 |
Prudent Man Advisors, LLC |
9 |
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio |
9 |
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES |
9 |
FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF |
9 |
Invesco Senior Income Trust |
9 |
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF |
9 |
ABN AMRO Bank N.V. |
9 |
Emerson Investment Management, Llc |
9 |
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N |
9 |
Arcadia Investment Advisors Llc |
9 |
Whitebox Mutual Funds |
9 |
RB Capital Management, LLC |
9 |
Cm Wealth Advisors Llc |
9 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF |
9 |
Channel Wealth Llc |
9 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I |
9 |
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF |
9 |
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF |
9 |
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES |
9 |
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF |
9 |
Curian Series Trust |
9 |
Beaumont Financial Partners, LLC |
9 |
Leeward Investments, LLC - MA |
9 |
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF |
9 |
Argent Trust Co |
9 |
BWAFX - AMG Funds I - AMG Managers Brandywine Advisors Mid Cap Growth Fund Class N |
9 |
Horizon Financial Services, Llc |
9 |
SHEH - Precidian ETFs Trust - Shell plc ADRhedged |
9 |
Independent Solutions Wealth Management, LLC |
9 |
Ulland Investment Advisors, LLC |
9 |
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund |
9 |
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
9 |
Mork Capital Management, LLC |
9 |
Capital Group Investment Management Pte. Ltd. |
9 |
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA |
9 |
Oppenheimer Global Strategic Income Fund |
9 |
Cladis Investment Advisory, LLC |
9 |
Keene & Associates, Inc. |
9 |
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A |
9 |
Tech Square Trading Lp |
9 |
Astoria Portfolio Advisors LLC. |
9 |
Putnam Voyager Fund |
9 |
Orser Capital Management, Llc |
9 |
West Coast Financial LLC |
9 |
Generali Investments Towarzystwo Funduszy Inwestycyjnych |
9 |
Olstein Capital Management, L.P. |
9 |
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A |
9 |
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund |
9 |
Hoertkorn Richard Charles |
9 |
United Fire Group Inc |
9 |
HGC Investment Management Inc. |
9 |
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund |
9 |
Onyx Bridge Wealth Group LLC |
9 |
American Assets Investment Management, LLC |
9 |
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund |
9 |
Sepio Capital, LP |
9 |
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund |
9 |
Resonant Capital Advisors, LLC |
9 |
Letson Investment Management, Inc. |
9 |
Cannon Global Investment Management, LLC |
9 |
Burgundy Asset Management Ltd. |
9 |
Legacy Capital Partners, Inc. |
9 |
Country Club Bank /gfn |
9 |
Gruber & Mcbaine Capital Management Llc |
9 |
PUREfi Wealth, LLC |
9 |
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF |
9 |
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF |
9 |
Lummis Asset Management, LP |
9 |
Acropolis Investment Management, LLC |
9 |
Arkfeld Wealth Strategies, L.L.C. |
9 |
Engine No. 1 Llc |
9 |
Oddo Bhf Asset Management Sas |
9 |
Kathleen S. Wright Associates Inc. |
9 |
Clarus Group, Inc. |
9 |
Walter & Keenan Financial Consulting Co /mi/ /adv |
9 |
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class |
9 |
Monograph Wealth Advisors, Llc |
9 |
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF |
9 |
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio |
9 |
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I |
9 |
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio |
9 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A |
9 |
Xtx Markets Llc |
9 |
St. Louis Trust Co |
9 |
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional |
9 |
Lincoln Capital LLC |
9 |
Colrain Capital Llc |
9 |
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class |
9 |
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF |
9 |
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A |
9 |
Curio Wealth, Llc |
9 |
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund |
9 |
Calvert Impact Fund Inc |
9 |
Nicolet Advisory Services, Llc |
9 |
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund |
9 |
Systematic Portfolios LLC |
9 |
Wambolt & Associates, LLC |
9 |
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund |
9 |
Phoenix Wealth Advisors |
9 |
SA FUNDS INVESTMENT TRUST - SA International Value Fund |
9 |
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I |
9 |
Hourglass Capital, Llc |
9 |
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A |
9 |
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A |
9 |
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A |
9 |
Cynosure Advisors, Llc |
9 |
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A |
9 |
Sovereign Financial Group, Inc. |
9 |
Red Cedar Capital, LLC |
9 |
Rock Creek Group, LP |
9 |
Voya Senior Income Fund |
9 |
Invesco, Llc |
9 |
Bulldog Investors, LLP |
9 |
Constellation Wealth Advisors, LLC |
9 |
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares |
9 |
MONTX - MONETTA TRUST - Monetta Fund |
9 |
Wiser Advisor Group LLC |
9 |
Centricity Wealth Management, LLC |
9 |
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I |
9 |
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF |
9 |
Union Savings Bank |
9 |
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares |
9 |
Appian Way Asset Management LP |
9 |
Benin Management CORP |
9 |
AMERICAN FUNDS INSURANCE SERIES - Mortgage Fund Class 1 |
9 |
Veritas Investment Management LLP |
9 |
Hayden Royal, Llc |
9 |
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional |
9 |
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
9 |
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF |
9 |
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A |
9 |
Elkhorn Investments, LLC |
9 |
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF |
9 |
Birmingham Capital Management Co Inc/al |
9 |
Apella Capital, LLC |
9 |
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A |
9 |
British Airways Pensions Investment Management Ltd |
9 |
PICTET BANK & TRUST Ltd |
9 |
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio |
9 |
Transform Wealth, LLC |
9 |
Marex Group plc |
9 |
Fwl Investment Management, Llc |
9 |
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund |
9 |
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
9 |
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
9 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund |
9 |
Divisadero Street Capital Management, LP |
9 |
Synergy Investment Management, LLC |
9 |
Delek Group, Ltd. |
9 |
Value Partners Investments Inc. |
9 |
Fragasso Group Inc. |
9 |
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional |
9 |
PENN SERIES FUNDS INC - Mid Cap Value Fund |
9 |
PENN SERIES FUNDS INC - Limited Maturity Bond Fund |
9 |
Rikoon Group, LLC |
9 |
Unison Advisors LLC |
9 |
Mar Vista Investment Partners Llc |
9 |
Broderick Brian C |
9 |
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 |
9 |
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A |
9 |
Chicago Capital, LLC |
9 |
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV |
9 |
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV |
9 |
Family Legacy, Inc. |
9 |
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A |
9 |
Royce Micro-cap Trust, Inc /md/ |
9 |
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund |
9 |
Bill & Melinda Gates Foundation Trust |
9 |
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF |
9 |
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF |
9 |
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A |
9 |
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 |
9 |
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A |
9 |
BELSX - RBB FUND, INC. - Boston Partners Emerging Markets Long/Short Fund Institutional Class |
9 |
Strategic Financial Concepts, LLC |
9 |
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I |
9 |
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I |
9 |
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class |
9 |
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I |
9 |
Integrity Alliance, Llc. |
9 |
Madison Covered Call & Equity Strategy Fund |
9 |
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF |
9 |
Private Wealth Advisors, Inc. |
9 |
LaSalle Street Capital Management, LLC |
9 |
Connecticut Wealth Management, LLC |
9 |
NCINX - Nicholas High Income Fund, Inc. - Nicholas High Income Fund Inc Class I |
9 |
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
9 |
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF |
9 |
VNBTrust, National Association |
9 |
Pictet & Cie (Europe) SA |
9 |
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class |
9 |
E&G Advisors, LP |
9 |
Marathon Partners Equity Management, LLC |
9 |
Brookfield Public Securities Group LLC |
9 |
Signet Investment Advisory Group, Inc. |
9 |
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. |
9 |
Valmark Advisers, Inc. |
9 |
Engaged Capital LLC |
9 |
Lyons Wealth Management, LLC. |
9 |
Scoria Capital Partners LP |
9 |
JSF Financial, LLC |
9 |
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund |
9 |
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares |
9 |
RiverPark Advisors, LLC |
9 |
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A |
9 |
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) |
9 |
Redwood Park Advisors LLC |
9 |
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF |
9 |
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio |
9 |
Diker Management Llc |
9 |
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I |
9 |
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund |
9 |
Modus Advisors, LLC |
9 |
Silver Bridge Capital Management LLC |
9 |
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I |
9 |
Financial & Investment Management Group Ltd |
9 |
Axel Capital Management, LLC |
9 |
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares |
9 |
ADJEX - AZZAD FUNDS - Azzad Ethical Fund |
9 |
Silicon Hills Wealth Management, LLC |
9 |
Kmg Fiduciary Partners, Llc |
9 |
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio |
9 |
Cliftonlarsonallen Wealth Advisors, Llc |
9 |
SSHAX - SSGA Active Trust - State Street Defensive Global Equity Portfolio |
9 |
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I |
9 |
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class |
9 |
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A |
9 |
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio |
9 |
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A |
9 |
Accent Capital Management, LLC |
9 |
1492 Capital Management LLC |
9 |
Vima Llc |
9 |
Bredin Investment Llc |
9 |
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A |
9 |
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A |
9 |
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A |
9 |
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA |
9 |
Bontempo Ohly Capital Mgmt Llc |
9 |
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
9 |
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A |
9 |
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A |
9 |
Sanibel Captiva Investment Advisers, Inc. |
9 |
Norwood Financial Corp |
9 |
Securian Funds Trust - SFT Dynamic Managed Volatility Fund |
9 |
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class |
9 |
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class |
9 |
DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A |
9 |
Bernard Wealth Management Corp. |
9 |
McCollum Christoferson Group LLC |
9 |
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class |
9 |
Cai Capital Management, Inc. |
9 |
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative |
9 |
Altrius Capital Management Inc |
9 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 |
9 |
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes |
9 |
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio |
9 |
Stearns Financial Services Group |
9 |
Pimco Income Opportunity Fund |
9 |
Mitchell Mcleod Pugh & Williams Inc |
9 |
Biltmore Wealth Management, LLC |
9 |
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 |
9 |
JDM Financial Group LLC |
9 |
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
9 |
Fs Multi-alternative Income Fund |
9 |
Rowland Carmichael Advisors Inc /adv |
9 |
Saratoga Research & Investment Management |
9 |
Strategic Investment Management, Llc |
9 |
Northcape Wealth Management, Llc |
9 |
Guardian Investment Management |
9 |
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
9 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A |
9 |
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service |
9 |
KCS Wealth Advisory |
9 |
Alphagen Securities Llc |
9 |
Rubric Capital Management LP |
9 |
Deroy & Devereaux Private Investment Counsel Inc |
9 |
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A |
9 |
Liontrust Investment Partners LLP |
9 |
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A |
9 |
Western Asset Investment Grade Defined Opportunity Trust Inc. |
9 |
DB Wealth Management Group, LLC |
9 |
Rainier Group Investment Advisory LLC |
9 |
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N |
9 |
Reston Wealth Management Llc |
9 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial |
9 |
Jackson Wealth Management, LLC |
9 |
Bulltick Wealth Management, LLC |
9 |
New Century Financial Group, LLC |
9 |
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. |
9 |
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC |
9 |
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A |
9 |
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio |
9 |
Strategic Wealth Designers |
9 |
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A |
9 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF |
9 |
WFA Asset Management Corp |
9 |
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund |
9 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 |
9 |
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF |
9 |
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M |
9 |
Rushmore Investment Advisors, Inc. |
9 |
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF |
9 |
Wisconsin Capital Management Llc |
9 |
VIOPX - VALIC Co I - International Opportunities Fund |
9 |
Centric Wealth Management |
9 |
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares |
9 |
Evolution Wealth Management Inc. |
9 |
C2C Wealth Management, LLC |
9 |
Columbia Etf Trust |
9 |
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R |
8 |
B. Riley Financial, Inc. |
8 |
potrero capital research llc |
8 |
Relative Value Partners Group, LLC |
8 |
American Financial Group Inc |
8 |
Knott David M |
8 |
Zazove Associates Llc |
8 |
Integrated Core Strategies (us) Llc |
8 |
Ruane, Cunniff & Goldfarb Inc |
8 |
Menora Mivtachim Holdings Ltd. |
8 |
Nantahala Capital Management, LLC |
8 |
Europacific Growth Fund |
8 |
WHV Investments, Inc. |
8 |
Litespeed Management, L.L.C. |
8 |
Eventide Asset Management, Llc |
8 |
Lapides Asset Management, LLC |
8 |
Permit Capital, LLC |
8 |
AGF Investments America Inc. |
8 |
Canal Capital Management, LLC |
8 |
Ccm Investment Advisers Llc |
8 |
Beach Investment Management, LLC. |
8 |
South Street Advisors LLC |
8 |
Fcg Advisors, Llc |
8 |
Tiger Management L.l.c. |
8 |
Sand Hill Global Advisors, LLC |
8 |
Compton Capital Management Inc /ri |
8 |
GRATRY & Co LLC |
8 |
Farr Miller & Washington Llc/dc |
8 |
Capital Counsel Llc/ny |
8 |
Rock Point Advisors, LLC |
8 |
Stack Financial Management, Inc |
8 |
Cupps Capital Management, LLC |
8 |
Poplar Forest Capital LLC |
8 |
Tradition Capital Management Llc |
8 |
Century Capital Management, LLC |
8 |
Vanguard Windsor Funds |
8 |
West Chester Capital Advisors, Inc |
8 |
Pettyjohn, Wood & White, Inc |
8 |
Pzena Investment Management Llc |
8 |
Roof Eidam & Maycock/adv |
8 |
Loudon Investment Management, LLC |
8 |
Princeton Capital Management Llc |
8 |
NCM Capital Advisers, Inc. |
8 |
Sunflower Bank, Na Wealth Management |
8 |
Hendershot Investments Inc. |
8 |
Asher Enterprises Inc |
8 |
Cypress Wealth Advisors LLC |
8 |
Genesis Wealth Advisors, LLC |
8 |
Miura Global Management, LLC |
8 |
Simmons First Trust Co Na |
8 |
Pier Capital, LLC |
8 |
Sustainable Growth Advisers, LP |
8 |
LaFleur & Godfrey LLC |
8 |
Delphi Management Inc /ma/ |
8 |
Ifrah Financial Services, Inc. |
8 |
Financial Partners Capital Management Llc |
8 |
Pettee Investors, Inc. |
8 |
Investment Counselors Of Maryland Llc |
8 |
Sphinx Trading, Lp |
8 |
Fulton Breakefield Broenniman Llc |
8 |
Blue Chip Partners, Inc. |
8 |
Baskin Financial Services Inc. |
8 |
Lgt Capital Partners Ltd. |
8 |
Botty Investors LLC |
8 |
Lederer & Associates Investment Counsel/ca |
8 |
Susquehanna Trust & Investment Co |
8 |
Lisanti Capital Growth, LLC |
8 |
First National Bank of Hutchinson |
8 |
Private Wealth Partners, LLC |
8 |
Macnealy Hoover Investment Management Inc |
8 |
First National Bank & Trust Co Of Newtown |
8 |
Adams Asset Advisors, LLC |
8 |
HHG & Company, LLC |
8 |
Eagle Ridge Investment Management |
8 |
Orca Investment Management, LLC |
8 |
Murphy Pohlad Asset Management LLC |
8 |
D. Scott Neal, Inc. |
8 |
Factory Mutual Insurance Co |
8 |
Bridges Investment Counsel Inc/ |
8 |
Riverbridge Partners Llc |
8 |
Founders Capital Management, Llc |
8 |
Wunderlich Capital Managemnt |
8 |
Martin Currie Ltd |
8 |
Cooperatieve Rabobank U.A. |
8 |
Gmt Capital Corp |
8 |
American Investment Services, Inc. |
8 |
Kamunting Street Capital Management, L.P. |
8 |
Ranger Investment Management, L.P. |
8 |
Findlay Park Partners LLP |
8 |
Tricadia Capital Management, LLC |
8 |
Wheatland Advisors Inc |
8 |
Boyar Asset Management Inc. |
8 |
StrategIQ Financial Group, LLC |
8 |
Papp L Roy & Associates |
8 |
Mengis Capital Management, Inc. |
8 |
Hayek Kallen Investment Management |
8 |
Litman Gregory Asset Management LLC |
8 |
Addenda Capital Inc. |
8 |
Peachtree Investment Advisors, Inc. |
8 |
Dalton Greiner Hartman Maher & Co |
8 |
Norman Fields, Gottscho Capital Management, LLC |
8 |
Deane Retirement Strategies, Inc. |
8 |
Burke & Herbert Bank & Trust Co |
8 |
EagleClaw Capital Managment, LLC |
8 |
Adell Harriman & Carpenter Inc |
8 |
Miller Investment Management, LP |
8 |
King Wealth |
8 |
Cedar Hill Associates, Llc |
8 |
Progeny 3, Inc. |
8 |
Lumbard & Kellner, LLC |
8 |
S&co Inc |
8 |
Power Corp of Canada |
8 |
Btr Capital Management Inc |
8 |
Efficient Market Advisors, LLC |
8 |
Fagan Associates, Inc. |
8 |
Mcrae Capital Management Inc |
8 |
Harding Loevner Lp |
8 |
Stralem & Co Inc |
8 |
Anderson Hoagland & Co |
8 |
Fenimore Asset Management Inc |
8 |
Kidder Stephen W |
8 |
Altavista Wealth Management, Inc. |
8 |
Archon Partners LLC |
8 |
Skba Capital Management Llc |
8 |
Tirschwell & Loewy Inc |
8 |
Charter Research & Investment Group, Inc. |
8 |
Kohlberg Kravis Roberts & Co. L.P. |
8 |
Wellesley Investment Partners, LLC |
8 |
Bridge Creek Capital Management LLC |
8 |
Rowland & Co Investment Counsel/adv |
8 |
Hutchens Investment Management Inc |
8 |
Advisors Management Group Inc /adv |
8 |
Croft-leominster Inc |
8 |
Adams Hall Wealth Advisors, LLC |
8 |
Geneva Capital Management Llc |
8 |
Vontobel Swiss Wealth Advisors AG |
8 |
Marshall & Sullivan Inc /wa/ |
8 |
New Vernon Investment Management Llc |
8 |
Millrace Asset Group, Inc. |
8 |
Insight Capital Research & Management Inc |
8 |
Peninsula Asset Management Inc |
8 |
First Allied Asset Management, Inc. |
8 |
Pring Turner Capital Group Inc |
8 |
Granite Point Capital Management, L.P. |
8 |
Guardian Capital Advisors Lp |
8 |
Wills Financial Group, Inc. |
8 |
Itau USA Asset Management Inc. |
8 |
Lipe & Dalton |
8 |
Beaconlight Capital, Llc |
8 |
Nokota Management, LP |
8 |
Moon Capital Management Lp |
8 |
Atika Capital Management LLC |
8 |
Sapphire Star Partners LP |
8 |
13D Management LLC |
8 |
Thrax Management, LLC |
8 |
Svenska Handelsbanken AB (publ) |
8 |
Strategic Capital Alternatives LLC |
8 |
Birch Hill Investment Advisors LLC |
8 |
Kerrisdale Advisers, LLC |
8 |
Andromeda Capital LLC |
8 |
Cohen & Steers Capital Management Inc |
8 |
Valley National Bancorp |
8 |
Davidson Kempner Capital Management LLC |
8 |
Coronation Fund Managers Ltd. |
8 |
Highwater Wealth Management, LLC |
8 |
Benson Investment Management Company, Inc. |
8 |
VanEck Funds |
8 |
Tandem Investment Advisors, Inc. |
8 |
Blenheim Capital Management, BV |
8 |
Fondren Management LP |
8 |
Sumitomo Mitsui Financial Group, Inc. |
8 |
LeJeune Puetz Investment Counsel LLC |
8 |
Chescapmanager LLC |
8 |
Northstar Wealth Partners LLC |
8 |
Gilbert & Cook, Inc. |
8 |
Regal Wealth Group, Inc. |
8 |
Turim 21 Investimentos Ltda. |
8 |
WoodTrust Financial Corp |
8 |
Pratt Collard Advisory Partners LLC |
8 |
Rainier Investment Management Mutual Funds |
8 |
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF |
8 |
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
8 |
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund |
8 |
DRIPX - MP63 FUND INC - MP63 Fund |
8 |
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund |
8 |
Oppenheimer Corporate Bond Fund |
8 |
Eaton Vance Tax-managed Buy-write Income Fund |
8 |
Gabelli Global Utility & Income Trust |
8 |
Growth Portfolio |
8 |
American Funds Fundamental Investors |
8 |
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. |
8 |
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. |
8 |
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio |
8 |
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund |
8 |
Blackrock Enhanced Capital & Income Fund, Inc. |
8 |
Blackrock Enhanced International Dividend Trust |
8 |
Ssga Master Trust |
8 |
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares |
8 |
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A |
8 |
Lazard Global Total Return & Income Fund Inc |
8 |
WIREX - PFS FUNDS - Wireless Fund |
8 |
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio |
8 |
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. |
8 |
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund |
8 |
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. |
8 |
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund |
8 |
Guggenheim Credit Allocation Fund |
8 |
Western Asset High Yield Defined Opportunity Fund Inc. |
8 |
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares |
8 |
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A |
8 |
Mfs Government Markets Income Trust |
8 |
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A |
8 |
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares |
8 |
Stone Ridge Trust Iii |
8 |
John Hancock Tax-advantaged Global Shareholder Yield Fund |
8 |
Victory Institutional Funds |
8 |
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A |
8 |
Aberdeen Global Income Fund Inc |
8 |
Alpine Series Trust |
8 |
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A |
8 |
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc |
8 |
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A |
8 |
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A |
8 |
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND |
8 |
Murphy, Middleton, Hinkle & Parker, Inc. |
8 |
Allen Capital Group, LLC |
8 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund |
8 |
Hamilton Capital, LLC |
8 |
Silverleafe Capital Partners, LLC |
8 |
Fluent Financial, LLC |
8 |
DiMeo Schneider & Associates, L.L.C. |
8 |
Woodard & Co Asset Management Group Inc /adv |
8 |
Vivaldi Opportunities Fund |
8 |
Wealth Alliance Advisory Group, LLC |
8 |
Cox Capital Mgt LLC |
8 |
JGP Wealth Management, LLC |
8 |
Old Port Advisors |
8 |
Asset Advisors Investment Management, LLC |
8 |
Syquant Capital Sas |
8 |
Summit Wealth & Retirement Planning, Inc. |
8 |
Windsor Creek Advisors, Llc |
8 |
Sound View Wealth Advisors, Llc |
8 |
Wolff Financial Management Llc |
8 |
Farmers & Merchants Trust Co of Long Beach |
8 |
ERTS Wealth Advisors, LLC |
8 |
Frisch Financial Group, Inc. |
8 |
Parplus Partners |
8 |
Guidance Point Advisors, LLC |
8 |
Full Sail Capital, LLC |
8 |
Peachtree Investment Partners, LLC |
8 |
RDA Financial Network |
8 |
Fundamentun, Llc |
8 |
Moseley Investment Management Inc |
8 |
JBJ Investment Partners, LLC |
8 |
Clear Creek Financial Management, LLC |
8 |
Keudell/Morrison Wealth Management |
8 |
Columbia Funds Variable Insurance Trust I |
8 |
HBW Advisory Services LLC |
8 |
Db-x Exchange-traded Funds Inc. |
8 |
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) |
8 |
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio |
8 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II |
8 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I |
8 |
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 |
8 |
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 |
8 |
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1 |
8 |
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class |
8 |
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A |
8 |
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A |
8 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 |
8 |
Jnl Series Trust - Jnl/invesco International Growth Fund (a) |
8 |
Jnl Series Trust - Jnl/rafi Fundamental Europe Fund (a) |
8 |
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) |
8 |
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) |
8 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I |
8 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I |
8 |
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund |
8 |
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H |
8 |
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
8 |
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I |
8 |
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I |
8 |
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 |
8 |
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares |
8 |
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A |
8 |
PACIFIC FUNDS SERIES TRUST - PF Emerging Markets Fund CLASS P |
8 |
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A |
8 |
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity |
8 |
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class |
8 |
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class |
8 |
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C |
8 |
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I |
8 |
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A |
8 |
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
8 |
BNY MELLON VARIABLE INVESTMENT FUND - Quality Bond Portfolio - Initial Shares |
8 |
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class |
8 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A |
8 |
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A |
8 |
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class |
8 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I |
8 |
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund |
8 |
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund |
8 |
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund |
8 |
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund |
8 |
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares |
8 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 |
8 |
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A |
8 |
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund |
8 |
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class |
8 |
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A |
8 |
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV |
8 |
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A |
8 |
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I |
8 |
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A |
8 |
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A |
8 |
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A |
8 |
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A |
8 |
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service |
8 |
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N |
8 |
PENN SERIES FUNDS INC - High Yield Bond Fund |
8 |
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF |
8 |
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
8 |
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I |
8 |
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I |
8 |
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class |
8 |
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N |
8 |
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I |
8 |
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I |
8 |
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia |
8 |
IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV |
8 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class |
8 |
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
8 |
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class |
8 |
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class |
8 |
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class |
8 |
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund |
8 |
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A |
8 |
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class |
8 |
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A |
8 |
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund |
8 |
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF |
8 |
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A |
8 |
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A |
8 |
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class |
8 |
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class |
8 |
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares |
8 |
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A |
8 |
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A |
8 |
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares |
8 |
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust |
8 |
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II |
8 |
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A |
8 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 |
8 |
ULTRA SERIES FUND - High Income Fund Class I |
8 |
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF |
8 |
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF |
8 |
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class |
8 |
LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A |
8 |
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF |
8 |
MOTI - VanEck Vectors ETF Trust - VanEck Vectors Morningstar International Moat ETF |
8 |
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
8 |
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A |
8 |
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A |
8 |
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class |
8 |
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 |
8 |
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional |
8 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional |
8 |
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A |
8 |
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A |
8 |
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class |
8 |
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A |
8 |
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A |
8 |
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class |
8 |
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A |
8 |
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class |
8 |
Dfa Investment Trust Co - The Continental Small Company Series |
8 |
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C |
8 |
FFGCX - FIDELITY INVESTMENT TRUST - Fidelity Global Commodity Stock Fund |
8 |
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund |
8 |
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund |
8 |
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class |
8 |
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares |
8 |
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A |
8 |
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A |
8 |
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) |
8 |
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) |
8 |
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) |
8 |
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF |
8 |
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares |
8 |
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF |
8 |
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF |
8 |
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF |
8 |
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A |
8 |
EDFAX - SunAmerica Specialty Series - AIG ESG Dividend Fund A Shares |
8 |
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I |
8 |
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund |
8 |
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A |
8 |
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF |
8 |
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF |
8 |
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares |
8 |
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class |
8 |
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class |
8 |
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class |
8 |
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A |
8 |
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A |
8 |
ROSOX - FINANCIAL INVESTORS TRUST - RONDURE OVERSEAS FUND Investor Class |
8 |
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A |
8 |
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A |
8 |
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A |
8 |
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares |
8 |
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 |
8 |
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A |
8 |
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P |
8 |
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF |
8 |
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF |
8 |
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF |
8 |
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF |
8 |
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF |
8 |
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares |
8 |
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF |
8 |
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A |
8 |
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C |
8 |
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund |
8 |
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A |
8 |
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A |
8 |
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund |
8 |
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund |
8 |
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares |
8 |
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class |
8 |
AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class |
8 |
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A |
8 |
DABAX - Delaware Group Global & International Funds - Delaware Global Value Fund Class A |
8 |
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A |
8 |
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
8 |
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF |
8 |
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class |
8 |
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional |
8 |
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional |
8 |
Investors Financial Group, LLC |
8 |
VSSVX - VALIC Co I - Small Cap Special Values Fund |
8 |
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF |
8 |
FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares |
8 |
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio |
8 |
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV |
8 |
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio |
8 |
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A |
8 |
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio |
8 |
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A |
8 |
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class |
8 |
Provident Wealth Management, LLC |
8 |
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A |
8 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A |
8 |
Meadow Creek Wealth Advisors Llc |
8 |
Houlihan Financial Resource Group, Ltd. |
8 |
HBC Financial Services, PLLC |
8 |
Texas Capital Bank Wealth Management Services Inc |
8 |
Aprio Wealth Management, LLC |
8 |
Mission Creek Capital Partners, Inc. |
8 |
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF |
8 |
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 |
8 |
CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I |
8 |
Danda Trouve Investment Management, Inc. |
8 |
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund |
8 |
Spotlight Asset Group, Inc. |
8 |
Signet Management Usa, Llc |
8 |
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
8 |
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF |
8 |
FXTAX - Northern Lights Fund Trust - PSI Tactical Growth Fund Class A Shares |
8 |
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares |
8 |
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund |
8 |
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares |
8 |
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares |
8 |
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares |
8 |
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares |
8 |
Manager Directed Portfolios - Pemberwick Fund Shares |
8 |
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund |
8 |
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I |
8 |
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF |
8 |
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I |
8 |
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares |
8 |
KCCIX - Advisors' Inner Circle Fund III - Knights of Columbus Core Bond Fund I Shares |
8 |
CHIIX - Starboard Investment Trust - Cavalier Hedged High Income Fund Institutional Class Shares |
8 |
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares |
8 |
Am Investment Strategies Llc |
8 |
Grant Street Asset Management, Inc. |
8 |
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF |
8 |
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
8 |
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF |
8 |
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF |
8 |
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF |
8 |
Fisher Funds Management LTD |
8 |
First Trust High Yield Opportunities 2027 Term Fund |
8 |
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y |
8 |
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class |
8 |
Centennial Wealth Advisory LLC |
8 |
IFS Advisors, LLC |
8 |
Mjp Associates Inc /adv |
8 |
PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF |
8 |
Mma Asset Management Llc |
8 |
Oxler Private Wealth LLC |
8 |
Hoese & Co LLP |
8 |
Tri Locum Partners LP |
8 |
Waterfront Wealth Inc. |
8 |
InTrack Investment Management Inc |
8 |
Encompass Wealth Advisors, Llc |
8 |
Bard Financial Services, Inc. |
8 |
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional |
8 |
Precision Wealth Strategies, LLC |
8 |
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A |
8 |
ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF |
8 |
Prentice Wealth Management LLC |
8 |
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF |
8 |
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF |
8 |
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF |
8 |
KAIBX - Ultimus Managers Trust - KARNER BLUE BIODIVERSITY IMPACT FUND Butterfly Class |
8 |
VHYLX - VALIC Co I - High Yield Bond Fund |
8 |
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A |
8 |
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF |
8 |
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF |
8 |
US Asset Management LLC |
8 |
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF |
8 |
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF |
8 |
Buttonwood Financial Advisors Inc. |
8 |
AHHX - Starboard Investment Trust - Adaptive High Income ETF |
8 |
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF |
8 |
Sweet Financial Partners, LLC |
8 |
GraniteShares Advisors LLC |
8 |
Seldon Capital Lp |
8 |
Krs Capital Management, Llc |
8 |
Guardian Wealth Advisors, Llc / Nc |
8 |
626 Financial, LLC |
8 |
Sandia Investment Management LP |
8 |
William Allan, Llc |
8 |
Pluribus Labs, LLC |
8 |
Redmont Wealth Advisors Llc |
8 |
Bivin & Associates, Inc. |
8 |
Intelligent Financial Strategies |
8 |
Sendero Wealth Management, LLC |
8 |
Apeiron RIA LLC |
8 |
Gibson Wealth Advisors LLC |
8 |
Benchmark Investment Advisors LLC |
8 |
Options Solutions, Llc |
8 |
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF |
8 |
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional |
8 |
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K |
8 |
RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF |
8 |
Solidarilty Wealth, LLC |
8 |
Lansing Street Advisors |
8 |
Mechanics Financial Corp |
8 |
Spartan Planning & Wealth Management |
8 |
Angeles Wealth Management, Llc |
8 |
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class |
8 |
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF |
8 |
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF |
8 |
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF |
8 |
Transatlantique Private Wealth Llc |
8 |
First National Advisers, LLC |
8 |
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares |
8 |
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF |
8 |
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I |
8 |
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF |
8 |
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF |
8 |
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 |
8 |
Balboa Wealth Partners |
8 |
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF |
8 |
Olistico Wealth, LLC |
8 |
PayPay Securities Corp |
8 |
Argonautica Private Wealth Management, Inc |
8 |
Hobart Private Capital, LLC |
8 |
Beverly Hills Private Wealth, LLC |
8 |
Phillips Wealth Planners LLC |
8 |
Freedom Wealth Alliance, Llc |
8 |
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF |
8 |
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - |
8 |
Baron Wealth Management LLC |
8 |
Kennedy Investment Group |
8 |
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF |
8 |
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF |
8 |
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund |
8 |
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF |
8 |
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF |
8 |
STXT - EA Series Trust - Strive Total Return Bond ETF |
8 |
Tritonpoint Wealth, Llc |
8 |
Tyche Wealth Partners LLC |
8 |
Cullen Investment Group, Ltd. |
8 |
HTLF Bank |
8 |
Barlow Wealth Partners, Inc. |
8 |
Everpar Advisors Llc |
8 |
Tidemark, LLC |
8 |
Chesapeake Capital Corp /il/ |
8 |
Burkett Financial Services, Llc |
8 |
Whalen Wealth Management Inc. |
8 |
First Financial Bankshares Inc |
8 |
Clarity Asset Management, Inc. |
8 |
Perbak Capital Partners LLP |
8 |
Sivia Capital Partners, LLC |
8 |
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class |
8 |
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares |
8 |
Ables, Iannone, Moore & Associates, Inc. |
8 |
Napatree Capital Llc |
8 |
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF |
8 |
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares |
8 |
Fpc Investment Advisory, Inc. |
8 |
Wealth Group, Ltd. |
8 |
Trajan Wealth LLC |
8 |
POM Investment Strategies, LLC |
8 |
Clear Point Advisors Inc. |
8 |
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF |
8 |
Mirae Asset Securities (usa) Inc. |
8 |
Chris Bulman Inc |
8 |
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group |
8 |
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF |
8 |
Cannon Financial Strategists, Inc. |
8 |
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF |
8 |
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF |
8 |
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF |
8 |
Hager Investment Management Services, Llc |
8 |
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF |
8 |
Compass Financial Services Inc |
8 |
Fedenia Advisers LLC |
8 |
Generali Investments CEE, investicni spolecnost, a.s. |
8 |
Hopwood Financial Services, Inc. |
8 |
Atala Financial Inc |
8 |
BLI - Banque de Luxembourg Investments |
8 |
Banque de Luxembourg S.A. |
8 |
Novem Group |
8 |
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES |
8 |
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES |
8 |
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P |
8 |
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 |
8 |
Barnes Dennig Private Wealth Management LLC |
8 |
North Capital, Inc. |
8 |
Anb Bank |
8 |
S-Bank Fund Management Ltd |
8 |
VestGen Advisors, LLC |
8 |
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF |
8 |
Birchbrook, Inc. |
8 |
Gibbs Wealth Management |
8 |
Vision Capital Management, Inc. |
7 |
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class |
7 |
Putnam ETF Trust - Putnam Sustainable Future ETF - |
7 |
Uniplan Investment Counsel, Inc. |
7 |
Glenview State Bank Trust Dept. |
7 |
Soviero Asset Management, LP |
7 |
Affinity Wealth Management Llc |
7 |
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund |
7 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
7 |
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV |
7 |
Greatmark Investment Partners, Inc. |
7 |
Breakwater Investment Management |
7 |
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class |
7 |
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class |
7 |
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF |
7 |
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A |
7 |
Nwq Investment Management Company, Llc |
7 |
Chicago Capital Management, LLC |
7 |
KC Investment Advisors, LLC |
7 |
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF |
7 |
Ncm Capital Management Group Inc |
7 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6 |
7 |
Valley Forge Asset Management, Llc |
7 |
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 |
7 |
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 |
7 |
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF |
7 |
Fortress Private Ledger, Llc |
7 |
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV |
7 |
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class |
7 |
Ridgecrest Wealth Partners, Llc |
7 |
Monumental Financial Group Inc. |
7 |
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV |
7 |
Bradley & Co. Private Wealth Management, LLC |
7 |
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A |
7 |
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF |
7 |
CFICX - CALVERT FUND - Calvert Income Fund Class A |
7 |
Ceera Investments, Llc |
7 |
Volterra Technologies LP |
7 |
Prostatis Group LLC |
7 |
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF |
7 |
Tikehau Investment Management |
7 |
OPPX - Exchange Listed Funds Trust - Corbett Road Tactical Opportunity ETF |
7 |
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class |
7 |
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class |
7 |
JGP Global Gestao de Recursos Ltda. |
7 |
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class |
7 |
Lakewood Asset Management LLC |
7 |
IDMIX - LITMAN GREGORY FUNDS TRUST - iMGP Dolan McEniry Corporate Bond Fund Institutional Class |
7 |
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF |
7 |
Monarch Capital Management Inc/ |
7 |
Shapiro Capital Management Llc |
7 |
PACIFIC SELECT FUND - Value Advantage Portfolio Class I |
7 |
Tru Independence Asset Management 2, Llc |
7 |
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class |
7 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A |
7 |
VGI Partners Ltd |
7 |
Ashford Capital Management Inc |
7 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 |
7 |
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 |
7 |
Oaktree Capital Management Lp |
7 |
Shellback Capital, LP |
7 |
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF |
7 |
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF |
7 |
Rench Wealth Management, Inc. |
7 |
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A |
7 |
DSTX - ETF Series Solutions - Distillate International Fundamental Stability & Value ETF |
7 |
Mcclain Value Management Llc |
7 |
VELA Funds - VELA Large Cap 130/30 Fund Class I |
7 |
Next Century Growth Investors Llc |
7 |
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A |
7 |
AFOEX - Advisors' Inner Circle Fund III - Aperture International Equity Fund Class X Shares |
7 |
Glacier Peak Capital LLC |
7 |
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 |
7 |
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A |
7 |
Sienna Gestion |
7 |
Colonial River Wealth Management, LLC |
7 |
Fiduciary Family Office, Llc |
7 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
7 |
Front Barnett Associates Llc |
7 |
Taylor, Cottrill, Erickson & Associates, Inc. |
7 |
Viking Fund Management Llc |
7 |
FLLA - Franklin Templeton ETF Trust - Franklin FTSE Latin America ETF |
7 |
Dover Advisors, Llc |
7 |
Pinnacle Advisory Group, Inc. |
7 |
New York Life Investments Alternatives |
7 |
Green Harvest Asset Management LLC |
7 |
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
7 |
Chimera Capital Management LLC |
7 |
Curated Wealth Partners LLC |
7 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Equity Income Fund Class A |
7 |
Thrive Capital Management, LLC |
7 |
Requisite Capital Management, LLC |
7 |
Meru Capital Group, LP |
7 |
Oak Hill Wealth Advisors, Llc |
7 |
Templeton & Phillips Capital Management, LLC |
7 |
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional |
7 |
Accretive Wealth Partners, LLC |
7 |
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF |
7 |
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF |
7 |
Cardinal Capital Management |
7 |
Sterling Financial Planning, Inc. |
7 |
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A |
7 |
Fort Sheridan Advisors Llc |
7 |
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
7 |
Flow State Investments, L.P. |
7 |
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF |
7 |
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class |
7 |
Rothschild & Co Wealth Management UK Ltd |
7 |
EELV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF |
7 |
Congress Park Capital LLC |
7 |
Penbrook Management LLC |
7 |
DSC Advisors, L.P. |
7 |
Oldfield Partners LLP |
7 |
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF |
7 |
Cercano Management LLC |
7 |
Delta Financial Group, Inc. |
7 |
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A |
7 |
Traynor Capital Management, Inc. |
7 |
Latitude Advisors, LLC |
7 |
MRP Capital Investments, LLC |
7 |
AM Squared Ltd |
7 |
Canal Insurance CO |
7 |
Portfolio Strategies, Inc. |
7 |
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class |
7 |
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund |
7 |
Motley Fool Wealth Management, LLC |
7 |
Badgley Phelps & Bell Inc |
7 |
Jensen Investment Management Inc |
7 |
United Capital Management of KS, Inc. |
7 |
Black Swift Group, LLC |
7 |
IVC Wealth Advisors LLC |
7 |
BlueMar Capital Management, LLC |
7 |
Western Asset Variable Rate Strategic Fund Inc. |
7 |
Gw Capital Inc |
7 |
Creegan & Nassoura Financial Group, LLC |
7 |
CIISX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Small Cap Fund Institutional Class |
7 |
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
7 |
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF |
7 |
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load |
7 |
Peoples Bank /oh |
7 |
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF |
7 |
CFVLX - COMMERCE FUNDS - The Value Fund Shares |
7 |
Birchcreek Wealth Management, LLC |
7 |
Citadel Investment Advisory, Inc. |
7 |
Newton One Investments LLC |
7 |
Lomas Capital Management, LLC |
7 |
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class |
7 |
Proathlete Wealth Management Llc |
7 |
Whalerock Point Partners, Llc |
7 |
Beaumont Financial Advisors, LLC |
7 |
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares |
7 |
Monte Financial Group, LLC |
7 |
Fieldpoint Private Advisors, Inc |
7 |
Antipodean Advisors LLC |
7 |
Burford Brothers, Inc. |
7 |
PENN SERIES FUNDS INC - Flexibly Managed Fund |
7 |
Goodwin Investment Advisory |
7 |
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP |
7 |
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A |
7 |
Selway Asset Management |
7 |
Retirement Financial Solutions, Llc |
7 |
VPVCRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO CommodityRealReturn Strategy Portfolio Administrative |
7 |
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A |
7 |
BUFIX - BUFFALO FUNDS - Buffalo International Fund Investor Class |
7 |
Alkeon Capital Management Llc |
7 |
CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF |
7 |
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A |
7 |
HRS Investment Holdings, LLC |
7 |
Smith, Graham & Co., Investment Advisors, LP |
7 |
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class |
7 |
Usca All Terrain Fund |
7 |
Platform Technology Partners |
7 |
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A |
7 |
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund |
7 |
Optimist Retirement Group LLC |
7 |
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF |
7 |
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF |
7 |
JOCEX - Advisers Investment Trust - JOHCM Credit Income Fund Class I Shares |
7 |
Catalyst Private Wealth, Llc |
7 |
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A |
7 |
WSBAX - WILMINGTON FUNDS - Wilmington Short-Term Bond Fund Class A Shares |
7 |
Managed Asset Portfolios, Llc |
7 |
Financial Strategy Network, LLC |
7 |
Ellsworth Growth & Income Fund Ltd |
7 |
Euclidean Technologies Management, LLC |
7 |
Clearfield Capital Management Lp |
7 |
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF |
7 |
First Western Trust Bank |
7 |
Goodman Financial Corp |
7 |
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class |
7 |
Sessa Capital IM, L.P. |
7 |
Montage Investments, Llc |
7 |
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund |
7 |
Plimoth Trust Co Llc |
7 |
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF |
7 |
PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund |
7 |
ECOW - Pacer Funds Trust - Pacer Emerging Markets Cash Cows 100 ETF |
7 |
LG Capital Management, LP |
7 |
Burren Capital Advisors Ltd |
7 |
Randolph Co Inc |
7 |
Essential Planning, LLC. |
7 |
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF |
7 |
Coolidge Francis L |
7 |
Carleon Capital Partners LLC |
7 |
Engine Capital Management, LP |
7 |
Trustco Bank Corp N Y |
7 |
Lombard Odier & Cie (Canada), Limited Partnership |
7 |
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N |
7 |
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund |
7 |
Lodestar Investment Counsel Llc/il |
7 |
Wellington Wealth Strategies, LLC. |
7 |
Roanoke Asset Management Corp/ Ny |
7 |
Eos Focused Equity Management, L.P. |
7 |
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund |
7 |
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A |
7 |
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund |
7 |
Hickory Point Bank & Trust |
7 |
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF |
7 |
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class |
7 |
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF |
7 |
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF |
7 |
Capitolis Liquid Global Markets LLC |
7 |
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS |
7 |
Jupiter Wealth Management LLC |
7 |
Estate Counselors, LLC |
7 |
Spectrum Asset Management, Inc. (NB/CA) |
7 |
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A |
7 |
Jlb & Associates Inc |
7 |
PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF |
7 |
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund |
7 |
FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES |
7 |
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class |
7 |
Karpus Management, Inc. |
7 |
Tran Capital Management, L.p. |
7 |
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A |
7 |
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class |
7 |
Md Sass Investors Services Inc |
7 |
BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class |
7 |
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF |
7 |
Sunflower Bank, N.A. |
7 |
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class |
7 |
Abound Financial, Llc |
7 |
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio |
7 |
IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A |
7 |
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio |
7 |
MACRO Consulting Group |
7 |
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A |
7 |
Muzinich & Co., Inc. |
7 |
Christopher J. Hasenberg, Inc |
7 |
Dynamic Wealth Strategies, LLC |
7 |
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I |
7 |
FSM Wealth Advisors, LLC |
7 |
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class |
7 |
North American Management Corp |
7 |
Re Advisers Corp |
7 |
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares |
7 |
Delta Capital Management Llc |
7 |
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A |
7 |
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund |
7 |
Sadoff Investment Management Llc |
7 |
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares |
7 |
American Beacon Advisors, Inc. |
7 |
Mason Investment Advisory Services, Inc. |
7 |
Fiduciary Asset Management Llc |
7 |
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF |
7 |
Diameter Capital Partners LP |
7 |
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF |
7 |
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF |
7 |
Steward Partners Investment Solutions, Llc |
7 |
Reik & Co., Llc |
7 |
Shorepoint Capital Partners LLC |
7 |
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF |
7 |
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF |
7 |
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund |
7 |
CILGX - ALPS Series Trust - Clarkston Fund Institutional Class |
7 |
Castle Wealth Management Llc |
7 |
Greenfield Savings Bank |
7 |
Private Capital Management Inc |
7 |
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares |
7 |
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class |
7 |
Advocate Group Llc |
7 |
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A |
7 |
Radcliffe Capital Management, L.P. |
7 |
TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I |
7 |
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H |
7 |
Joule Financial, LLC |
7 |
Farmer Steven Patrick |
7 |
Roxbury Financial LLC |
7 |
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A |
7 |
OTGAX - World Funds Trust - OTG Latin America Fund Class A Shares |
7 |
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
7 |
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H |
7 |
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A |
7 |
SCGFX - Managed Portfolio Series - Friess Small Cap Growth Fund Institutional Class |
7 |
Zuckerman Investment Group, LLC |
7 |
DOFAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Strategic Beta Emerging Markets Equity Fund Class A |
7 |
Wilson, Kemp & Associates, Inc. |
7 |
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H |
7 |
Acorn Creek Capital Llc |
7 |
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares |
7 |
Signator Financial Services, Inc. |
7 |
VTUIX - Advisers Investment Trust - Vontobel U.S. Equity Institutional Fund Class I Shares |
7 |
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund |
7 |
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I |
7 |
TNIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund (USD Hedged) |
7 |
Hardy Reed LLC |
7 |
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF |
7 |
MFRFX - MFS SERIES TRUST V - MFS Research Fund A |
7 |
Analyst IMS Investment Management Services Ltd. |
7 |
L.m. Kohn & Company |
7 |
Independence Advisors, LLC |
7 |
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund |
7 |
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund |
7 |
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund |
7 |
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund |
7 |
Reynolds Investment Management, Inc. |
7 |
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF |
7 |
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A |
7 |
SCS Capital Management LLC |
7 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 |
7 |
Taurus Asset Management, Llc |
7 |
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares |
7 |
EMTAX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Debt A |
7 |
LKBAX - LKCM Funds - LKCM Balanced Fund |
7 |
Stadion Money Management, LLC |
7 |
TRANSAMERICA FUNDS - Transamerica Total Return I2 |
7 |
Access Investment Management LLC |
7 |
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II |
7 |
SS&H Financial Advisors, Inc. |
7 |
Fca Corp /tx |
7 |
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A |
7 |
Arvest Trust Co N A |
7 |
OTA Financial Group L.P. |
7 |
Myriad Asset Management Ltd. |
7 |
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares |
7 |
All Terrain Financial Advisors, LLC |
7 |
Kellner Capital, LLC |
7 |
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class |
7 |
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P |
7 |
GURU - Global X Funds - Global X Guru Index ETF |
7 |
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A |
7 |
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N |
7 |
Walled Lake Planning & Wealth Management, Llc |
7 |
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A |
7 |
Retireful, LLC |
7 |
Signature Resources Capital Management, LLC |
7 |
Diversified Investment Strategies, LLC |
7 |
SCID - Global X Funds - Global X Scientific Beta Europe ETF |
7 |
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund |
7 |
Hutner Capital Management Inc |
7 |
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF |
7 |
Valiant Capital Management, L.P. |
7 |
Aveo Capital Partners, LLC |
7 |
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A |
7 |
APHIX - ARTISAN PARTNERS FUNDS INC - Artisan International Fund Institutional Shares |
7 |
Geo Capital Gestora de Recursos Ltd |
7 |
Putnam Fund For Growth & Income |
7 |
Cooke & Bieler Lp |
7 |
Icm Asset Management Inc/wa |
7 |
Abbrea Capital, LLC |
7 |
Independence Trust CO |
7 |
Natural Investments, Llc |
7 |
Taylor Frigon Capital Management LLC |
7 |
Condor Capital Management |
7 |
Westshore Wealth, LLC |
7 |
Green Owl Capital Management, LLC |
7 |
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class |
7 |
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
7 |
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
7 |
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A |
7 |
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 |
7 |
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES |
7 |
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A |
7 |
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) |
7 |
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class |
7 |
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF |
7 |
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class |
7 |
FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class |
7 |
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF |
7 |
DELAWARE VIP TRUST - Delaware VIP International Series Standard |
7 |
Fullerton Fund Management Co Ltd |
7 |
Hamlin Capital Management, LLC |
7 |
Twelve Points Wealth Management LLC |
7 |
Empire Life Investments Inc. |
7 |
Meixler Investment Management, Ltd. |
7 |
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A |
7 |
Karlinski Andrew C |
7 |
Vantage Financial Partners Ltd., Inc. |
7 |
Van Leeuwen & Company, LLC |
7 |
Wilkins Investment Counsel Inc |
7 |
Siena Capital Llc |
7 |
Abner Herrman & Brock Llc |
7 |
Dynasty Wealth Management, Llc |
7 |
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A |
7 |
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A |
7 |
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class |
7 |
Berry Group, Llc |
7 |
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF |
7 |
Sound Financial Strategies Group, LLC |
7 |
Ovata Capital Management Ltd |
7 |
Aberdeen Wealth Management LLC |
7 |
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF |
7 |
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I |
7 |
CWS Financial Advisors, LLC |
7 |
PYA Waltman Capital, LLC |
7 |
Teamwork Financial Advisors, LLC |
7 |
Garrison Point Advisors, Llc |
7 |
FLC Capital Advisors |
7 |
UVDV - Spinnaker ETF Series - UVA Dividend Value ETF |
7 |
Moser Wealth Advisors, LLC |
7 |
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A |
7 |
Touchstone Investment Trust |
7 |
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A |
7 |
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class |
7 |
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A |
7 |
Dfa Investment Dimensions Group Inc - Va International Value Portfolio |
7 |
Elevate Capital Advisors, LLC |
7 |
Trueblood Wealth Management, LLC |
7 |
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class |
7 |
Cedar Brook Financial Partners, LLC |
7 |
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A |
7 |
Dfa Investment Trust Co - The Dfa International Value Series |
7 |
Mattern Wealth Management LLC |
7 |
Cultivar Capital, Inc. |
7 |
YANKCOM Partnership |
7 |
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A |
7 |
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class |
7 |
LWM Advisory Services, LLC |
7 |
PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A |
7 |
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares |
7 |
Campbell Newman Asset Management Inc |
7 |
Dougherty Wealth Advisers LLC |
7 |
Rbo & Co Llc |
7 |
PACIFIC SELECT FUND - International Equity Income Portfolio Class P |
7 |
Columbia Trust Co 01012016 |
7 |
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 |
7 |
First Financial Equity Corporation |
7 |
Van Cleef Asset Management,Inc |
7 |
CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N |
7 |
Aua Capital Management, Llc |
7 |
Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 |
7 |
AMJ Financial Wealth Management |
7 |
Insight Wealth Strategies, LLC |
7 |
Cardiff Park Advisors, Llc |
7 |
Woodstock Corp |
7 |
Perennial Investment Advisors, LLC |
7 |
Private Asset Management Inc |
7 |
Carlson Capital Management |
7 |
Aurora Private Wealth, Inc. |
7 |
Beaton Management Co. Inc. |
7 |
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF |
7 |
Hancock Whitney Investment Services Inc. |
7 |
Amarillo National Bank |
7 |
Briaud Financial Planning, Inc |
7 |
Texas Capital Bancshares Inc/tx |
7 |
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I |
7 |
MXEEX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Short Duration Bond Fund Institutional Class |
7 |
Dreyfus High Yield Strategies Fund |
7 |
Fishman Jay A Ltd/mi |
7 |
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A |
7 |
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA |
7 |
Fulcrum Capital LLC |
7 |
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A |
7 |
Mmbg Investment Advisors Co. |
7 |
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A |
7 |
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares |
7 |
Invesco Dynamic Credit Opportunities Fund |
7 |
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA |
7 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares |
7 |
MEDAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Fund A |
7 |
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M |
7 |
Columbus Macro, LLC |
7 |
TrinityPoint Wealth, LLC |
7 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class |
7 |
EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF |
7 |
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A |
7 |
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III |
7 |
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares |
7 |
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class |
7 |
Crow Point Partners, LLC |
7 |
Grisanti Capital Management LLC |
7 |
Kynikos Associates LP |
7 |
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV |
7 |
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF |
7 |
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A |
7 |
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A |
7 |
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A |
7 |
ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF |
7 |
Toms Capital Investment Management Lp |
7 |
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares |
7 |
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF |
7 |
Doheny Asset Management /ca |
7 |
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T |
7 |
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 |
7 |
Nishkama Capital, LLC |
7 |
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF |
7 |
RELIANCE TRUST Co |
7 |
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF |
7 |
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A |
7 |
SBB Research Group LLC |
7 |
Susquehanna International Group Ltd. |
7 |
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I |
7 |
SYM FINANCIAL Corp |
7 |
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF |
7 |
Zevin Asset Management Llc |
7 |
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund |
7 |
Belmont Capital, LLC |
7 |
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A |
7 |
EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF |
7 |
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A |
7 |
Putnam Investors Fund |
7 |
Beirne Wealth Consulting Services, LLC |
7 |
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A |
7 |
FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund |
7 |
Wealth Effects Llc |
7 |
Vantage Investment Partners, LLC |
7 |
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF |
7 |
Allianzgi Equity & Convertible Income Fund |
7 |
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R |
7 |
SDG - iSHARES TRUST - iShares MSCI Global Impact ETF |
7 |
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund |
7 |
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF |
7 |
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund |
7 |
FPA FUNDS TRUST - FPA International Value Fund |
7 |
Dividend Builder Portfolio |
7 |
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A |
7 |
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund |
7 |
Jackson Thornton Asset Management, Llc |
7 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I |
7 |
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund |
7 |
FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor |
7 |
GMICX - GMO TRUST - GMO International Equity Fund Class II |
7 |
Grace & White Inc /ny |
7 |
Scissortail Wealth Management, LLC |
7 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I |
7 |
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I |
7 |
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
7 |
GEDTX - GMO TRUST - GMO Emerging Domestic Opportunities Fund Class II |
7 |
GHVIX - GMO TRUST - GMO High Yield Fund Class VI |
7 |
Financial Advisory Corp /ut/ /adv |
7 |
Gamco Natural Resources, Gold & Income Trust |
7 |
London & Capital Asset Management Ltd |
7 |
MXDE - ETF Series Solutions - Nationwide Maximum Diversification Emerging Markets Core Equity ETF |
7 |
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y |
7 |
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF |
7 |
Sanctuary Wealth Management, L.L.C. |
7 |
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF |
7 |
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF |
7 |
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A |
7 |
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF |
7 |
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF |
7 |
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV |
7 |
Legacy Wealth Management, LLC / MS |
7 |
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund |
7 |
VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class |
7 |
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV |
7 |
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C |
7 |
Callodine Capital Management, LP |
7 |
Freedom Day Solutions, LLC |
7 |
Origin Asset Management LLP |
7 |
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund |
7 |
VCSVX - VALIC Co II - Small Cap Value Fund |
7 |
Armis Advisers, LLC |
7 |
Reinhart Partners, Inc. |
7 |
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF |
7 |
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund |
7 |
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class |
7 |
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I |
7 |
DMG Group, LLC |
7 |
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF |
7 |
Wealth Management Associates, Inc. |
7 |
TUSB - Thrivent ETF Trust - Thrivent Ultra Short Bond ETF |
7 |
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged |
7 |
Patriot Wealth Management, Inc. |
7 |
Abacus Planning Group, Inc. |
7 |
First Long Island Investors, LLC |
7 |
Yaupon Capital Management LP |
7 |
Pimco Dynamic Income Fund |
7 |
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional |
7 |
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF |
7 |
Greenwich Wealth Management LLC |
7 |
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio |
7 |
Guidance Capital, Inc |
7 |
Sippican Capital Advisors |
7 |
USVT - Ultimus Managers Trust - US VALUE ETF |
7 |
WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class |
7 |
Matrix Trust Co |
7 |
APBDX - Cavanal Hill Funds - Bond Fund Investor |
7 |
Aurdan Capital Management, LLC |
7 |
Successful Portfolios LLC |
7 |
Securian Funds Trust - SFT Ivy Small Cap Growth Fund |
7 |
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A |
7 |
Concourse Capital Management, LLC |
7 |
Pictet North America Advisors SA |
7 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio |
7 |
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity |
7 |
Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B |
7 |
Level Financial Advisors, Inc. |
7 |
Iat Reinsurance Co Ltd. |
7 |
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 |
7 |
KIFAX - Forward Funds - Salient Select Income Fund Class A |
7 |
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF |
7 |
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I |
7 |
Loews Corp |
7 |
William B. Walkup & Associates, Inc. |
7 |
JBF Capital, Inc. |
7 |
Corrado Advisors, Llc |
7 |
JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF |
7 |
Accredited Investors Inc. |
7 |
New Republic Capital, LLC |
7 |
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A |
7 |
CSNR - Cohen & Steers ETF Trust - Cohen & Steers Natural Resources Active ETF |
7 |
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF |
7 |
Apollo Management Holdings, L.P. |
7 |
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF |
7 |
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF |
7 |
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund |
7 |
Starfire Investment Advisers, Inc. |
7 |
Thomaspartners, Inc. |
7 |
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares |
7 |
Brighthouse Funds Trust I - Brighthouse/Artisan International Portfolio Class A |
7 |
Granite FO LLC |
7 |
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares |
7 |
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL |
7 |
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund |
7 |
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) |
7 |
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M |
7 |
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares |
7 |
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund |
7 |
Glenhill Advisors Llc |
7 |
Smith Thornton Advisors LLC |
7 |
Hound Partners, LLC |
7 |
American Fidelity Dual Strategy Fund Inc |
7 |
Utc North American Fund, Inc. |
7 |
NWWOX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Global Opportunities Fund Class A |
7 |
FGFAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Leaders Fund Class A Shares |
7 |
JVIAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Foreign Opportunities Fund Class A |
7 |
Sone Capital Management, LLC |
7 |
Keystone Financial Planning, Inc. |
7 |
PSquared Asset Management AG |
7 |
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R |
7 |
Huber Capital Management LLC |
7 |
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF |
7 |
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF |
7 |
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF |
7 |
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity |
7 |
Endicott Management Co |
7 |
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity |
7 |
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF |
7 |
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. |
7 |
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K |
7 |
GSDIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Debt Fund Institutional |
7 |
Oppenheimer International Equity Fund |
7 |
AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A |
7 |
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 |
7 |
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF |
7 |
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A |
7 |
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 |
7 |
MUNDX - MUNDOVAL FUNDS - Mundoval Fund |
7 |
Safe Harbor Fiduciary, LLC |
7 |
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) |
7 |
Corbyn Investment Management Inc/md |
7 |
FAAFX - FAIRHOLME FUNDS INC - The Fairholme Allocation Fund |
7 |
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio |
7 |
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund |
7 |
Troy Asset Management Ltd |
7 |
Wealthgarden F.s. Llc |
7 |
Kings Path Partners LLC |
7 |
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class |
7 |
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A |
7 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 |
7 |
Watershed Asset Management, L.L.C. |
7 |
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A |
7 |
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity |
7 |
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor |
7 |
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A |
7 |
Sentinel Group Funds Inc |
7 |
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund |
7 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 |
7 |
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R |
7 |
Notis-McConarty Edward |
7 |
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares |
7 |
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares |
7 |
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class |
7 |
Forester Capital Management, LTD |
7 |
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 |
7 |
Eaton Vance Short Duration Diversified Income Fund |
7 |
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
7 |
Fiduciary Services Corp/ga |
7 |
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio |
7 |
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A |
7 |
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF |
7 |
Advanced Portfolio Management, LLC |
7 |
Check Capital Management Inc/ca |
7 |
10-15 Associates, Inc. |
7 |
HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I |
7 |
Lombard Odier Transatlantic, Limited Partnership |
7 |
Oppenheimer Equity Income Fund |
7 |
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I |
7 |
Advanced Asset Management Advisors Inc |
7 |
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A |
7 |
Sfmg, Llc |
7 |
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A |
7 |
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
7 |
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund |
7 |
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P |
7 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class |
7 |
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class |
7 |
Cabot Wealth Management Inc |
7 |
Border to Coast Pensions Partnership Ltd |
7 |
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares |
7 |
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV |
7 |
Boit C F David |
7 |
TCW ETF Trust - TCW Flexible Income ETF |
7 |
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A |
7 |
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A |
7 |
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF |
7 |
Argent Trust Company, N.a. |
7 |
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A |
7 |
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I |
7 |
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. |
7 |
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A |
7 |
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES |
7 |
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund |
7 |
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF |
7 |
Gai Agility Income Fund |
7 |
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A |
7 |
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A |
7 |
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. |
7 |
Retirement Planning Group |
7 |
HCMAX - HILLMAN CAPITAL MANAGEMENT INVESTMENT TRUST - Hillman Value Fund No Load Shares |
7 |
First Business Financial Services, Inc. |
7 |
Salt Funds Trust |
7 |
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A |
7 |
Corsair Capital Management, L.p. |
7 |
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A |
7 |
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF |
7 |
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N |
7 |
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class |
6 |
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A |
6 |
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A |
6 |
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class |
6 |
NILTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Select Fund Trust Class |
6 |
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1 |
6 |
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A |
6 |
MYCG - SSGA Active Trust - SPDR SSGA My2027 Corporate Bond ETF |
6 |
NBIIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Equity Fund Institutional Class |
6 |
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A |
6 |
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. |
6 |
MFAAX - AMERICAN FUNDS MORTGAGE FUND - AMERICAN FUNDS MORTGAGE FUND Class A |
6 |
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A |
6 |
Avantra Family Wealth, Inc. |
6 |
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF |
6 |
Voya Emerging Markets High Dividend Equity Fund |
6 |
Eaton Vance Tax Advantaged Dividend Income Fund |
6 |
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class |
6 |
Amcap Fund |
6 |
Allianzgi Convertible & Income Fund Ii |
6 |
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF |
6 |
Allianzgi Convertible & Income Fund |
6 |
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF |
6 |
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
6 |
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A |
6 |
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A |
6 |
BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A |
6 |
BKF - iShares, Inc. - iShares MSCI BRIC ETF |
6 |
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF |
6 |
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class |
6 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I |
6 |
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A |
6 |
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class |
6 |
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III |
6 |
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF |
6 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Mid Cap Growth Fund Series I |
6 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. International Growth Fund Series I |
6 |
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF |
6 |
Oppenheimer Main Street Mid Cap Fund |
6 |
Eaton Vance Risk-managed Diversified Equity Income Fund |
6 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II |
6 |
VMCVX - VALIC Co II - Mid Cap Value Fund |
6 |
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A |
6 |
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 |
6 |
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. |
6 |
Grandeur Peak Global Advisors, LLC |
6 |
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class |
6 |
Eagle Capital Management Llc |
6 |
Putnam Europe Equity Fund |
6 |
GTMEX - GLENMEDE FUND INC - Large Cap Value Portfolio |
6 |
WUSAX - WANGER ADVISORS TRUST - Wanger USA |
6 |
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 |
6 |
Pimco Flexible Credit Income Fund |
6 |
Jnl Strategic Income Fund Llc |
6 |
Cohen & Steers Global Income Builder, Inc |
6 |
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ |
6 |
G2 Investment Partners Management LLC |
6 |
QLD - PROSHARES TRUST - ProShares Ultra QQQ |
6 |
MINAX - MADISON FUNDS - Madison International Stock Fund International Stock Fund Class A |
6 |
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A |
6 |
FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class |
6 |
APFBX - Cavanal Hill Funds - Moderate Duration Fund Investor |
6 |
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I |
6 |
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class |
6 |
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional |
6 |
VCNIX - VALIC Co I - Nasdaq-100 Index Fund |
6 |
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB |
6 |
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S |
6 |
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund |
6 |
First Trust/aberdeen Emerging Opportunity Fund |
6 |
Lone Pine Capital Llc |
6 |
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E |
6 |
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A |
6 |
VCFVX - VALIC Co I - International Value Fund |
6 |
VSAGX - VALIC Co I - Small Cap Aggressive Growth Fund |
6 |
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 |
6 |
BLACKROCK EUROFUND - BLACKROCK EUROFUND Investor A |
6 |
GSEU - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Europe Equity ETF |
6 |
First Pacific Advisors, LP |
6 |
Special Opportunities Fund, Inc. |
6 |
EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF |
6 |
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares |
6 |
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL |
6 |
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I |
6 |
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL |
6 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class |
6 |
Clal Insurance Enterprises Holdings Ltd |
6 |
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class |
6 |
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class |
6 |
ISCAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Small-Mid Company Fund Class A Shares |
6 |
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
6 |
Wright Managed Equity Trust |
6 |
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares |
6 |
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF |
6 |
Shannon River Fund Management LLC |
6 |
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I |
6 |
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail |
6 |
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF |
6 |
DBEU - DBX ETF TRUST - Xtrackers MSCI Europe Hedged Equity ETF |
6 |
Oppenheimer International Growth Fund |
6 |
JFTAX - JPMorgan Trust I - JPMorgan International Advantage Fund Class A |
6 |
INVYX - PIONEER SERIES TRUST VIII - Pioneer International Equity Fund : Class Y |
6 |
Eaton Vance Floating-rate Income Plus Fund |
6 |
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A |
6 |
Deutsche Value Series, Inc |
6 |
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund |
6 |
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A |
6 |
Pennant Capital Management, LLC |
6 |
CXI Advisors |
6 |
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class |
6 |
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund |
6 |
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares |
6 |
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A |
6 |
Blackrock Master Llc |
6 |
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund |
6 |
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A |
6 |
AOTAX - ALLIANZ FUNDS - AllianzGI Emerging Markets Opportunities Fund A |
6 |
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A |
6 |
Eaton Vance Tax-managed Diversified Equity Income Fund |
6 |
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio |
6 |
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. |
6 |
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class |
6 |
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund |
6 |
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A |
6 |
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A |
6 |
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES |
6 |
Tremblant Capital Group |
6 |
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A |
6 |
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund |
6 |
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF |
6 |
MPIEX - Gallery Trust - MONDRIAN INTERNATIONAL VALUE EQUITY FUND |
6 |
Old North State Wealth Management, LLC |
6 |
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class |
6 |
Tcw Alternative Funds |
6 |
BFIT - Global X Funds - Global X Health & Wellness Thematic ETF |
6 |
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF |
6 |
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A |
6 |
Net Worth Advisory Group |
6 |
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A |
6 |
Bancroft Fund Ltd |
6 |
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
6 |
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares |
6 |
ETFis Series Trust I - Virtus Glovista Emerging Markets ETF |
6 |
Eaton Vance Enhanced Equity Income Fund |
6 |
Delta Financial Advisors Llc |
6 |
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund |
6 |
TBCUX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund Ii - Currency Unhedged |
6 |
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares |
6 |
Lineweaver Wealth Advisors, LLC |
6 |
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R |
6 |
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C |
6 |
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Dividend Opportunity Fund Class R6 |
6 |
PRMSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Stock Fund |
6 |
IEMFX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Equity Fund |
6 |
Marketocracy Funds |
6 |
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A |
6 |
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A |
6 |
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF |
6 |
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF |
6 |
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF |
6 |
Copperwynd Financial, LLC |
6 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF |
6 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT International Equity Fund Class 2 |
6 |
Biechele Royce Advisors |
6 |
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A |
6 |
LexAurum Advisors, LLC |
6 |
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF |
6 |
Night Squared LP |
6 |
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF |
6 |
Aubrey Capital Management Ltd |
6 |
Paulson & Co. Inc. |
6 |
Oak Grove Capital LLC |
6 |
Oak Asset Management, LLC |
6 |
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class |
6 |
Northstar Capital Management Llc |
6 |
OTPIX - Profunds - Nasdaq-100 Profund Investor Class |
6 |
Partners Capital Investment Group, Llp |
6 |
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF |
6 |
PRLAX - T. Rowe Price International Funds, Inc. - T. Rowe Price Latin America Fund |
6 |
Aristotle Atlantic Partners, Llc |
6 |
Bell Asset Management Ltd |
6 |
HoyleCohen, LLC |
6 |
Vanguard Capital Wealth Advisors |
6 |
Oppenheimer Equity Fund |
6 |
NWF Advisory Services Inc. |
6 |
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares |
6 |
Archon Capital Management LLC |
6 |
Tranquility Partners, LLC |
6 |
WFEAX - WELLS FARGO FUNDS TRUST - Wells Fargo International Equity Fund Class A |
6 |
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A |
6 |
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 |
6 |
SUNAMERICA SERIES TRUST - SA JPMorgan Emerging Markets Portfolio Class 1 |
6 |
Falcon Edge Capital, LP |
6 |
Aurora Financial Advisors, Llc |
6 |
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 |
6 |
HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF |
6 |
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A |
6 |
Breiter Capital Management Inc |
6 |
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A |
6 |
HVOAX - HARTFORD MUTUAL FUNDS II INC - Hartford Quality Value Fund Class A |
6 |
Spectrum Financial Alliance Ltd LLC |
6 |
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund |
6 |
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A |
6 |
Julex Capital Management, Llc |
6 |
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A |
6 |
Waddell & Associates, Llc |
6 |
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares |
6 |
Steigerwald, Gordon & Koch Inc. |
6 |
Heritage Wealth Management, Inc. |
6 |
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF |
6 |
Optifour Integrated Wealth Management, Llc |
6 |
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class |
6 |
Kays Financial Advisory Corp /adv |
6 |
Tiger Global Management Llc |
6 |
Henry James International Management Inc. |
6 |
RVW Wealth, LLC |
6 |
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF |
6 |
Meridian Financial Partners LLC |
6 |
BLACKROCK FUNDS - iShares Edge MSCI Min Vol EAFE Index Fund Institutional |
6 |
Weather Gauge Advisory, LLC |
6 |
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A |
6 |
Means Investment Co., Inc. |
6 |
Beacon Pointe Wealth Advisors, Llc |
6 |
DIV - Global X Funds - Global X SuperDividend U.S. ETF |
6 |
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF |
6 |
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N |
6 |
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund |
6 |
Shulman DeMeo Asset Management LLC |
6 |
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund |
6 |
CRA Financial Services, LLC |
6 |
Financial Insights, Inc. |
6 |
Jackson Hole Capital Partners, LLC |
6 |
Pathlight Investors Llc |
6 |
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) |
6 |
Sargent Investment Group, LLC |
6 |
Rokos Capital Management LLP |
6 |
DVY - iSHARES TRUST - iShares Select Dividend ETF |
6 |
Campbell Capital Management Inc |
6 |
Ostrum Asset Management U.s., Llc |
6 |
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) |
6 |
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
6 |
Noked Israel Ltd |
6 |
TGGWX - TCW FUNDS INC - TCW Enhanced Commodity Strategy Fund Class I |
6 |
Inherent Group, Lp |
6 |
DeepCurrents Investment Group LLC |
6 |
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A |
6 |
Heritage Oak Wealth Advisors Llc |
6 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Multisector Income VIP Class A |
6 |
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class |
6 |
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class |
6 |
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class |
6 |
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional |
6 |
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF |
6 |
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV |
6 |
MDPL - Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF |
6 |
Teachers Insurance & Annuity Association Of America |
6 |
Senvest Management, LLC |
6 |
MGNR - AMERICAN BEACON SELECT FUNDS - American Beacon GLG Natural Resources ETF |
6 |
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class |
6 |
Sasco Capital Inc / Ct/ |
6 |
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I |
6 |
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF |
6 |
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio |
6 |
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund |
6 |
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A |
6 |
Paradigm Capital Management Inc/ny |
6 |
Vista Investment Partners Llc |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class |
6 |
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund |
6 |
Kirtland Hills Capital Management, Llc |
6 |
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares |
6 |
Atlanta Consulting Group Advisors, LLC |
6 |
49 Wealth Management, Llc |
6 |
Seeds Investor Llc |
6 |
Pullen Investment Management, LLC |
6 |
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF |
6 |
Foguth Wealth Management, LLC. |
6 |
Cornerstone Capital Management Llc |
6 |
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
6 |
Sentry Investments Corp. |
6 |
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund |
6 |
Valtura Capital Partners LLC |
6 |
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF |
6 |
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF |
6 |
Girard Securities, Inc. |
6 |
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I |
6 |
VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative |
6 |
Spectrum Wealth Counsel, LLC |
6 |
MOSAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Overseas Fund Class A |
6 |
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class |
6 |
Aldebaran Financial Inc. |
6 |
Serengeti Asset Management LP |
6 |
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A |
6 |
FLN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Latin America AlphaDEX Fund |
6 |
Canopy Partners, LLC |
6 |
Artal Group S.A. |
6 |
Puzo Michael J |
6 |
Hutchinson Capital Management/ca |
6 |
JXBAX - JPMorgan Trust I - JPMorgan Access Balanced Fund Class A |
6 |
Mcmillion Capital Management Inc |
6 |
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A |
6 |
Evernest Financial Advisors, LLC |
6 |
JXGAX - JPMorgan Trust I - JPMorgan Access Growth Fund Class A |
6 |
Aviso Wealth Management |
6 |
Richardson Capital Management LLC |
6 |
Stablepoint Partners, LLC |
6 |
Kiely Wealth Advisory Group, Inc. |
6 |
Fielder Capital Group LLC |
6 |
DEM - WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund N/A |
6 |
Patrick M Sweeney & Associates, Inc |
6 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II |
6 |
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A |
6 |
Wynn Capital, LLC |
6 |
DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A |
6 |
Budros, Ruhlin & Roe, Inc. |
6 |
Fairpointe Capital LLC |
6 |
LifePlan Financial, LLC |
6 |
AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF |
6 |
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF |
6 |
Polaris Capital Management, LLC |
6 |
Paradice Investment Management LLC |
6 |
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C |
6 |
Sabadell Asset Management, S.A S.G.I.I.C |
6 |
GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A |
6 |
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class |
6 |
Dixon Mitchell Investment Counsel Inc. |
6 |
Dg Capital Management Inc |
6 |
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF |
6 |
Violich Capital Management, Inc. |
6 |
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB |
6 |
DIVL - Madison ETFs Trust - Madison Dividend Value ETF |
6 |
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB |
6 |
Allen Mooney & Barnes Investment Advisors LLC |
6 |
Northstar Investment Advisors Llc |
6 |
Team Financial Group, LLC |
6 |
KPP Advisory Services LLC |
6 |
R. G. Niederhoffer Capital Management Inc |
6 |
Noesis Capital Mangement Corp |
6 |
Syntax Research, Inc. |
6 |
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A |
6 |
Academy Capital Management Inc/tx |
6 |
Buck Wealth Strategies, LLC |
6 |
Iams Wealth Management, Llc |
6 |
Northstar Asset Management Llc |
6 |
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y |
6 |
BluePath Capital Management, LLC |
6 |
Crossvault Capital Management LLC |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class |
6 |
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R |
6 |
CFO4Life, L.P. |
6 |
Greystone Investment Management Llc |
6 |
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C |
6 |
PLEBX - Aristotle Funds Series Trust - Aristotle ESG Core Bond Fund Class I |
6 |
QICLX - AQR Funds - AQR International Multi-Style Fund Class I |
6 |
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service |
6 |
Capital Insight Partners, Llc |
6 |
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A |
6 |
Prevail Innovative Wealth Advisors, Llc |
6 |
MILK - Pacer Funds Trust - Pacer US Cash Cows Bond ETF |
6 |
First County Bank /CT/ |
6 |
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF |
6 |
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF |
6 |
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class |
6 |
Gould Asset Management Llc /ca/ |
6 |
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF |
6 |
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity |
6 |
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity |
6 |
Gruss Capital Management LP |
6 |
Silverback Asset Management Llc |
6 |
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF |
6 |
Bruce & Co., Inc. |
6 |
PUTNAM VARIABLE TRUST - Putnam VT Global Equity Fund Class IA Shares |
6 |
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF |
6 |
Security National Bank Of So Dak |
6 |
Shaker Investments Llc/oh |
6 |
Palisades Hudson Asset Management, L.P. |
6 |
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II |
6 |
Pinnacle West Asset Management, Inc. |
6 |
Texan Capital Management |
6 |
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II |
6 |
Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II |
6 |
North Ridge Wealth Advisors, Inc. |
6 |
S. R. Schill & Associates |
6 |
DIP - ETF Series Solutions - BTD Capital Fund |
6 |
Eaton Financial Holdings Company, LLC |
6 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 |
6 |
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares |
6 |
KEMPER Corp |
6 |
Benchmark Capital Advisors |
6 |
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I |
6 |
Truepoint, Inc. |
6 |
Nichols Asset Management LLC |
6 |
Crystalline Management Inc. |
6 |
Dynamo Internacional Gestao De Recursos Ltda. |
6 |
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A |
6 |
AADR - AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF |
6 |
Bbjs Financial Advisors, Llc |
6 |
First Western Capital Management Co |
6 |
Portman Square Capital LLP |
6 |
ESIYX - WELLS FARGO FUNDS TRUST - Wells Fargo International Bond Fund Class A |
6 |
Bank OZK |
6 |
TFB Advisors LLC |
6 |
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A |
6 |
Westchester Capital Management, Inc. |
6 |
Left Brain Wealth Management, LLC |
6 |
STF Management LP |
6 |
Auto-Owners Insurance Co |
6 |
Falcon Point Capital, Llc |
6 |
American Independence Financial Services LLC |
6 |
Hook Mill Capital Partners, LP |
6 |
Aspen Grove Capital, LLC |
6 |
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A |
6 |
Brighthouse Funds Trust II - MFS Value Portfolio Class A |
6 |
GIIYX - GuideStone Funds - International Equity Index Fund Institutional |
6 |
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional |
6 |
Longbow Finance SA |
6 |
BCS Private Wealth Management, Inc. |
6 |
Delap Wealth Advisory, Llc |
6 |
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
6 |
Ethos Financial Group, LLC |
6 |
Beacon Investment Advisors Llc |
6 |
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P |
6 |
Milestone Asset Management, Llc |
6 |
Weybosset Research & Management Llc |
6 |
Locust Wood Capital Advisers, LLC |
6 |
Chapin Davis, Inc. |
6 |
Schear Investment Advisers, LLC |
6 |
Rezny Wealth Management, Inc. |
6 |
RQSI Ltd |
6 |
ASB Consultores, LLC |
6 |
PENN SERIES FUNDS INC - Mid Core Value Fund |
6 |
Westerkirk Capital Inc. |
6 |
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund |
6 |
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV |
6 |
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I |
6 |
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF |
6 |
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF |
6 |
DIVD - EA Series Trust - Altrius Global Dividend ETF |
6 |
PUTNAM VARIABLE TRUST - Putnam VT International Equity Fund Class IA Shares |
6 |
Putnam ETF Trust - Putnam BioRevolution ETF - |
6 |
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class |
6 |
CWSIX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Value Fund Class Chartwell |
6 |
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N |
6 |
FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund |
6 |
Axim Planning & Wealth |
6 |
Harvey Capital Management Inc |
6 |
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF |
6 |
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F |
6 |
Russell Clark Investment Management Ltd |
6 |
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 |
6 |
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF |
6 |
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio |
6 |
VELA Funds - VELA Income Opportunities Fund Class A |
6 |
Lynch & Associates/in |
6 |
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF |
6 |
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF |
6 |
TUG - Listed Funds Trust - STF Tactical Growth ETF |
6 |
Brookmont Capital Management |
6 |
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class |
6 |
Wellington Global Multi-Strategy Fund |
6 |
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio |
6 |
WCG Wealth Advisors LLC |
6 |
NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio |
6 |
ULTRA SERIES FUND - International Stock Fund Class I |
6 |
Drake & Associates, LLC |
6 |
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia |
6 |
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class |
6 |
Carl Domino Inc |
6 |
Guardian Variable Products Trust - Guardian Equity Income VIP Fund |
6 |
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A |
6 |
Altrinsic Global Advisors Llc |
6 |
PENN SERIES FUNDS INC - Large Core Value Fund |
6 |
FEEM - FLEXSHARES TRUST - FlexShares ESG & Climate Emerging Markets Core Index Fund |
6 |
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF |
6 |
RPIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund |
6 |
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF |
6 |
Athena Investment Management |
6 |
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class |
6 |
Insight Inv LLC |
6 |
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF |
6 |
Powers Advisory Group, LLC |
6 |
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund |
6 |
Provence Wealth Management Group |
6 |
Sterling Investment Counsel, LLC |
6 |
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF |
6 |
NORTHERN LIGHTS FUND TRUST II - Amberwave Invest USA JSG Fund |
6 |
Blackhill Capital Inc |
6 |
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares |
6 |
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class |
6 |
New Harbor Financial Group, LLC |
6 |
Winslow Capital Management, LLC |
6 |
King Investment Advisors Inc/tx |
6 |
Evanson Asset Management, LLC |
6 |
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C |
6 |
Oakwood Capital Management Llc/ca |
6 |
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF |
6 |
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares |
6 |
apricus wealth, LLC |
6 |
Key Client Fiduciary Advisors, LLC |
6 |
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K |
6 |
Cohen Klingenstein LLC |
6 |
Cannell Capital Llc |
6 |
Evelyn Partners Asset Management Ltd |
6 |
Stewart & Patten Co Llc |
6 |
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I |
6 |
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A |
6 |
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A |
6 |
Conestoga Capital Advisors, LLC |
6 |
Regatta Capital Group, Llc |
6 |
Profit Investment Management, LLC |
6 |
Cue Financial Group, Inc. |
6 |
Eagle Rock Investment Company, Llc |
6 |
Hartwell J M Limited Partnership |
6 |
Interactive Financial Advisors |
6 |
Nepsis, Inc. |
6 |
Mid-American Wealth Advisory Group, Inc. |
6 |
GENY - Principal Exchange-Traded Funds - Principal Millennials Index ETF |
6 |
Community Bank & Trust, Waco, Texas |
6 |
Merriman Wealth Management, LLC |
6 |
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A |
6 |
Keystone Wealth Services, LLC |
6 |
Thrive Wealth Management, LLC |
6 |
Trail Ridge Investment Advisors, LLC |
6 |
Castle Financial & Retirement Planning Associates, Inc. |
6 |
Financial Connections Group, Inc. |
6 |
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II |
6 |
Laraway Financial Inc |
6 |
Sonora Investment Management Group, LLC |
6 |
Marvin & Palmer Associates Inc |
6 |
Paralel Advisors LLC |
6 |
Sachem Head Capital Management LP |
6 |
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L |
6 |
Brandywine Trust Co |
6 |
Chancellor Financial Group WB LP |
6 |
Shore Point Advisors, LLC |
6 |
NTB Financial Corp |
6 |
Leverty Financial Group, LLC |
6 |
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares |
6 |
Evolution Advisers, Inc. |
6 |
Hikari Tsushin, Inc. |
6 |
Ameliora Wealth Management Ltd. |
6 |
Carson Advisory Inc. |
6 |
Pinnacle Private Wealth, LLC |
6 |
Cross Staff Investments Inc |
6 |
Wealth Architects, LLC |
6 |
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A |
6 |
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A |
6 |
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A |
6 |
Copia Wealth Management |
6 |
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I) |
6 |
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF |
6 |
Bedell Frazier Investment Counseling, LLC |
6 |
First Houston Capital, Inc. |
6 |
Lyon Street Capital, LLC |
6 |
Holland Capital Management Llc |
6 |
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF |
6 |
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class |
6 |
Capital Investment Counsel, Inc |
6 |
Greystone Managed Investments Inc. |
6 |
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares |
6 |
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A |
6 |
Regents Of The University Of California |
6 |
Garcia Hamilton & Associates Lp/de |
6 |
Profunds - Profund Vp Nasdaq-100 |
6 |
Pacific Point Advisors, LLC |
6 |
Kolinsky Wealth Management, LLC |
6 |
Profunds - Profund Vp Ultranasdaq-100 |
6 |
TKG Advisors, LLC |
6 |
Epic Trust Investment Advisors, LLC |
6 |
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares |
6 |
Orinda Asset Management LLC |
6 |
Guinness Asset Management LTD |
6 |
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund |
6 |
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF |
6 |
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF |
6 |
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF |
6 |
Duff & Phelps Investment Management Co |
6 |
Three Seasons Wealth, LLC |
6 |
4wealth Advisors, Inc. |
6 |
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia |
6 |
Badgley Phelps Wealth Managers, LLC |
6 |
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I |
6 |
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF |
6 |
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
6 |
IDMAX - LITMAN GREGORY FUNDS TRUST - iM Dolan McEniry Corporate Bond Fund Investor Class |
6 |
Thornburg Income Builder Opportunities Trust |
6 |
Silver Lake Advisory, LLC |
6 |
Marathon Asset Mgmt Ltd |
6 |
Independent Wealth Network Inc. |
6 |
Gyrus Investment Management Inc. |
6 |
THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A |
6 |
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio |
6 |
ALPS ETF Trust - ALPS Hillman Active Value ETF |
6 |
ARS Wealth Advisors Group, LLC |
6 |
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A |
6 |
Odey Asset Management Group Ltd |
6 |
Alydar Partners Llc |
6 |
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class |
6 |
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF |
6 |
DODEX - DODGE & COX FUNDS - Dodge & Cox Emerging Markets Stock Fund |
6 |
Ramsay, Stattman, Vela & Price, Inc. |
6 |
Acuity Investment Management Inc |
6 |
Credit Industriel Et Commercial |
6 |
GM Advisory Group, Inc. |
6 |
Acadia Trust Na |
6 |
Cherry Creek Investment Advisors, Inc. |
6 |
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I |
6 |
Family Legacy Financial Solutions, LLC |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
6 |
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 |
6 |
Mendel Money Management |
6 |
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV |
6 |
Corsicana & Co. |
6 |
AVVIX - American Century Variable Portfolios Inc - Vp Large Company Value Fund Class I |
6 |
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV |
6 |
Reyes Financial Architecture, Inc. |
6 |
Portola Group Inc /ca |
6 |
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF |
6 |
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I |
6 |
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class |
6 |
BlackRock Private Investments Fund |
6 |
VICAX - Northern Lights Fund Trust IV - USA Mutuals Vice Global Fund Class A |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard |
6 |
CSM Advisors, LLC |
6 |
Cigogne Management Sa |
6 |
12 West Capital Management LP |
6 |
YACKX - AMG FUNDS - AMG Yacktman Fund Class I |
6 |
Howard Capital Management Group, LLC |
6 |
Paradigm, Strategies in Wealth Management, LLC |
6 |
Canvas Wealth Advisors, LLC |
6 |
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional |
6 |
OHIO NATIONAL FUND INC - ON Foreign Portfolio |
6 |
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares |
6 |
Edmond De Rothschild Asset Management (luxembourg) |
6 |
Gillespie Robinson & Grimm Inc |
6 |
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio |
6 |
Harvest Volatility Management Llc |
6 |
PACIFIC SELECT FUND - Developing Growth Portfolio Class I |
6 |
GKV Capital Management Co., Inc. |
6 |
MSH Capital Advisors LLC |
6 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service |
6 |
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares |
6 |
CPG Cooper Square International Equity, LLC |
6 |
VELA Funds - VELA Small Cap Fund Class I |
6 |
Laird Norton Trust Company, Llc |
6 |
LUXE - Emles Trust - Emles Luxury Goods ETF |
6 |
EMC Capital Management |
6 |
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF |
6 |
Brightworth |
6 |
Urban Wealth Management, LLC |
6 |
Fiduciary Management Associates Llc |
6 |
EGIS - 2nd Vote Funds - 2ndVote Society Defended ETF |
6 |
PGBPX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund I-2 |
6 |
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares |
6 |
Elefante Michael B |
6 |
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I |
6 |
Ophir Asset Management Pty Ltd |
6 |
Harbor Financial Services, Llc |
6 |
Lansdowne Partners (uk) Llp |
6 |
Cohen Investment Advisors LLC |
6 |
Chesapeake Partners Management Co Inc/md |
6 |
Collective Family Office Llc |
6 |
ABXAX - BERNSTEIN SANFORD C FUND INC - Tax-Managed International Portfolio AB Tax-Managed International Class A |
6 |
Insight Advisors, LLC/ PA |
6 |
AIZAX - BERNSTEIN SANFORD C FUND INC - International Portfolio AB International Class A |
6 |
Annandale Capital, LLC |
6 |
Sava Infond d.o.o. |
6 |
IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class |
6 |
Merrion Investment Management Co, LLC |
6 |
Advanced Series Trust - Ast Mfs Global Equity Portfolio |
6 |
Wd Rutherford Llc |
6 |
ARS Wealth Advisors, LLC |
6 |
Himension Fund |
6 |
Cypress Point Wealth Management, LLC |
6 |
Kavar Capital Partners Group, Llc |
6 |
American Money Management, LLC |
6 |
Kesler, Norman & Wride, LLC |
6 |
Fic Capital Inc |
6 |
Quantum Capital Management, LLC / NJ |
6 |
Boyer & Corporon Wealth Management, LLC |
6 |
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class |
6 |
M. Kulyk & Associates, LLC |
6 |
Peak Financial Advisors Llc |
6 |
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I |
6 |
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
6 |
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A |
6 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6 |
6 |
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF |
6 |
one8zero8, LLC |
6 |
Advanced Series Trust - Ast J.p. Morgan International Equity Portfolio |
6 |
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio |
6 |
Capital CS Group, LLC |
6 |
Ksa Capital Management, Llc |
6 |
Berkshire Hathaway Inc |
6 |
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A |
6 |
Prince Street Capital Management LLC |
6 |
Foster Group, Inc. |
6 |
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund |
6 |
Northstar Advisory Group, LLC |
6 |
Hawk Ridge Capital Management Lp |
6 |
Tyrian Investments, L.P. |
6 |
Advanced Series Trust - Ast International Value Portfolio |
6 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I |
6 |
Oak Harvest Investment Services |
6 |
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio |
6 |
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF |
6 |
Wealth Advisory Solutions, LLC |
6 |
Vernier Capital Partners, Lp |
6 |
Lumina Fund Management LLC |
6 |
Te Ahumairangi Investment Management Ltd |
6 |
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A |
6 |
Berkshire Bank |
6 |
Duquesne Family Office LLC |
6 |
Twin Focus Capital Partners, Llc |
6 |
Permanens Capital L.P. |
6 |
COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares |
6 |
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A |
6 |
CESGX - Managed Portfolio Series - Coho Relative Value ESG Fund |
6 |
Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF |
6 |
PIMCO FUNDS - PIMCO Moderate Duration Portfolio |
6 |
Electron Capital Partners, LLC |
6 |
Promus Capital, LLC |
6 |
Winchester Group Inc. |
6 |
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I) |
6 |
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A |
6 |
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
6 |
Eos Management, L.P. |
6 |
PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional |
6 |
NATIONWIDE VARIABLE INSURANCE TRUST - Templeton NVIT International Value Fund Class I |
6 |
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A |
6 |
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC |
6 |
Jacob Asset Management Of New York Llc |
6 |
Wilkinson Ogrady & Co Inc /ny |
6 |
Credo Capital Management, LLC |
6 |
Hutner Daniel Ellsworth |
6 |
Baker Chad R |
6 |
Eliot Finkel Investment Counsel, LLC |
6 |
Intelligence Driven Advisers, LLC |
6 |
Alphadyne Asset Management, LLC |
6 |
Reliant Investment Management, LLC |
6 |
Shoker Investment Counsel, Inc. |
6 |
FMGPX - FRONTIER FUNDS, INC. - Frontier MFG Global Plus Fund Institutional Class |
6 |
AIIQ - ETF Series Solutions - AI Powered International Equity ETF |
6 |
BTG Pactual Asset Management S.A. DTVM |
6 |
Dempze Nancy E |
6 |
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF |
6 |
Blue Arrow Capital Management Llc |
6 |
ARB - AltShares Trust - AltShares Merger Arbitrage ETF |
6 |
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class |
6 |
SGNLX - Advisors' Inner Circle Fund III - SGA INTERNATIONAL EQUITY FUND Investor Shares |
6 |
Lombard Odier & Cie (Bahamas) Ltd |
6 |
KNG - ETF Series Solutions - CBOE Vest S&P 500 Dividend Aristocrats Target Income ETF |
6 |
Highmount Capital, LLC |
6 |
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S |
6 |
Investors Trust Inc |
6 |
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I |
6 |
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF |
6 |
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF |
6 |
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares |
6 |
LSVZX - ADVISORS' INNER CIRCLE FUND - LSV Emerging Markets Equity Fund Institutional Class Shares |
6 |
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class |
6 |
Perimeter Capital Partners, LLC |
6 |
WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES |
6 |
KLDW - Exchange Listed Funds Trust - Knowledge Leaders Developed World ETF |
6 |
BQMGX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Mid Cap Growth Fund Institutional Class Shares |
6 |
Marshall Investment Management, Llc |
6 |
Claris Financial LLC |
6 |
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class |
6 |
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class |
6 |
HDSVX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Intrinsic Value Fund Retail Class |
6 |
IDMAX - Manager Directed Portfolios - iM Dolan McEniry Corporate Bond Fund Advisor Shares |
6 |
Advyzon Investment Management, LLC |
6 |
SLANX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Latin America Equity Fund Class A |
6 |
Siphron Capital Management /ca/ |
6 |
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF |
6 |
MOKAN Wealth Management Inc. |
6 |
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A |
6 |
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H |
6 |
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H |
6 |
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund |
6 |
NOIGX - Northern Funds - Northern International Equity Fund |
6 |
Bankers Trust Co |
6 |
Telluride Asset Management LLC |
6 |
PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes |
6 |
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund |
6 |
eCIO, Inc. |
6 |
BVAL - ETF Series Solutions - Brand Value ETF |
6 |
Foresters Asset Management Inc. |
6 |
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class |
6 |
IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class |
6 |
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund |
6 |
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF |
6 |
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
6 |
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares |
6 |
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II |
6 |
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund |
6 |
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund |
6 |
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund |
6 |
FBPEX - WILLIAMSBURG INVESTMENT TRUST - FBP Equity & Dividend Plus Fund |
6 |
Strategic Capital Group LLC |
6 |
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class |
6 |
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D |
6 |
Advisor Consultant Network Inc |
6 |
PGVFX - FORUM FUNDS - Polaris Global Value Fund |
6 |
Souders Financial Advisors |
6 |
HLIRX - HARDING LOEVNER FUNDS INC - International Equity Research Portfolio Institutional Class |
6 |
O'Brien Wealth Partners LLC |
6 |
RGT Wealth Advisors, LLC |
6 |
Robinson Value Management, Ltd. |
6 |
Harbor Advisors LLC |
6 |
Capstone Financial Group, Inc. |
6 |
NUSI - ETF Series Solutions - Nationwide Risk-Managed Income ETF |
6 |
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional |
6 |
Equity Investment Corp |
6 |
Millburn Ridgefield Corp |
6 |
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) |
6 |
Magnolia Capital Advisors Llc |
6 |
BigSur Wealth Management LLC |
6 |
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV |
6 |
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class |
6 |
Marietta Wealth Management, LLC |
6 |
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A |
6 |
JNL SERIES TRUST - JNL/Loomis Sayles Global Growth Fund (I) |
6 |
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class |
6 |
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A |
6 |
Bcm Advisors, Llc |
6 |
Seven Springs Wealth Group, LLC |
6 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II |
6 |
Valueinvest Asset Management S.A. |
6 |
Lionsbridge Wealth Management LLC |
6 |
Davidson Trust Co |
6 |
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class |
6 |
Sapience Investments, LLC |
6 |
Crawford Lake Capital Management, LLC |
6 |
Heron Financial Group, Llc |
6 |
Flaharty Asset Management, LLC |
6 |
PagnatoKarp Partners LLC |
6 |
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF |
6 |
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) |
6 |
MML SERIES INVESTMENT FUND - MML International Equity Fund Class II |
6 |
BEAM Asset Management, LLC |
6 |
Parcion Private Wealth LLC |
6 |
Marcum Wealth, LLC |
6 |
DHTAX - DIAMOND HILL FUNDS - Diamond Hill All Cap Select Fund Class A |
6 |
Adams Wealth Management |
6 |
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A |
6 |
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A |
6 |
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A |
6 |
PenderFund Capital Management Ltd. |
6 |
Parkside Investments, LLC |
6 |
Circle Wealth Management, LLC |
6 |
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A |
6 |
Watson Rebecca |
6 |
Quattro Financial Advisors Llc |
6 |
440 Investment Group, Llc |
6 |
Crumly & Associates Inc. |
6 |
Summit Wealth Group, LLC |
6 |
Adalta Capital Management LLC |
6 |
Aperture Investors, LLC |
6 |
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class |
6 |
Noked Capital LTD |
6 |
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. |
6 |
Invesco Qqq Trust, Series 1 |
6 |
Summit Financial Group, Inc. |
6 |
Providence First Trust Co |
6 |
Cairn Investment Group, Inc. |
6 |
Pavion Blue Capital, LLC |
6 |
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class |
6 |
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class |
6 |
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
6 |
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares |
6 |
Port Capital LLC |
6 |
Epstein & White Financial LLC |
6 |
TEMIX - Franklin Mutual Series Funds - Franklin Mutual European Fund Class A |
6 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 |
6 |
Oppenheimer Capital Appreciation Fund |
6 |
Insight Folios Inc |
6 |
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M |
6 |
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund |
5 |
BEXFX - BARON SELECT FUNDS - Baron Emerging Markets Fund |
5 |
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class |
5 |
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class |
5 |
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Loomis Sayles Global Growth Fund Standard Class |
5 |
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund |
5 |
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class |
5 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 |
5 |
ASIHX - American Century Investment Trust - Strategic Income Fund C Class |
5 |
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class |
5 |
AVCIX - American Century Variable Portfolios Inc - Vp Capital Appreciation Fund Class I |
5 |
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T |
5 |
HFOAX - JANUS INVESTMENT FUND - Janus Henderson International Opportunities Fund Class A |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Emerging Markets Fund Class I |
5 |
MML SERIES INVESTMENT FUND - MML Global Fund Class I |
5 |
PEBIX - PIMCO FUNDS - PIMCO Emerging Markets Bond Fund Institutional |
5 |
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II |
5 |
PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional |
5 |
SWRLX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Equity Fund Class A |
5 |
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A |
5 |
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A |
5 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class |
5 |
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C |
5 |
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A |
5 |
WEAIX - Teton Westwood Funds - Teton Westwood Intermediate Bond Fund Class A |
5 |
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class |
5 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A |
5 |
Delaware Vip Trust - Delaware Vip Emerging Markets Series Standard Class |
5 |
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class |
5 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 |
5 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 |
5 |
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class |
5 |
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class |
5 |
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A |
5 |
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund |
5 |
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A |
5 |
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A |
5 |
TIABX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark International Core Equity Fund Institutional Class |
5 |
RNEM - FIRST TRUST EXCHANGE-TRADED FUND VI - Emerging Markets Equity Select ETF |
5 |
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A |
5 |
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A |
5 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I |
5 |
FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund |
5 |
FEUZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Eurozone AlphaDEX ETF |
5 |
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A |
5 |
DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A |
5 |
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A |
5 |
AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A |
5 |
EMCG - WisdomTree Trust - WisdomTree Emerging Markets Consumer Growth Fund N/A |
5 |
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund |
5 |
CIHDX - CULLEN FUNDS TRUST - Cullen International High Dividend Fund Retail Class |
5 |
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A |
5 |
DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund |
5 |
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N |
5 |
EQ ADVISORS TRUST - EQ/Invesco International Growth Portfolio Class IB |
5 |
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares |
5 |
IVSBX - IVY FUNDS - Ivy Global Bond Fund Class B |
5 |
IVJAX - IVY FUNDS - Ivy International Small Cap Fund Class A |
5 |
EQ ADVISORS TRUST - 1290 VT Natural Resources Portfolio Class IB |
5 |
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IA |
5 |
Huntleigh Advisors, Inc. |
5 |
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A |
5 |
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund |
5 |
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund |
5 |
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity |
5 |
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
5 |
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF |
5 |
PUTNAM VARIABLE TRUST - Putnam VT International Growth Fund Class IA Shares |
5 |
Ivy Variable Insurance Portfolios - Ivy VIP Natural Resources Class II |
5 |
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S |
5 |
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
5 |
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A |
5 |
MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF |
5 |
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A |
5 |
CIVVX - Causeway Capital Management Trust - Causeway International Value Fund - Investor Class |
5 |
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class |
5 |
CRISX - CRM Mutual Fund Trust - CRM SMALL CAP VALUE FUND INSTITUTIONAL |
5 |
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I |
5 |
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL |
5 |
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class |
5 |
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N |
5 |
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N |
5 |
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio |
5 |
OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A |
5 |
ULTRA SERIES FUND - Large Cap Value Fund Class I |
5 |
BGICF2 - BAILLIE GIFFORD FUNDS - Baillie Gifford International All Cap Fund Class 2 |
5 |
MSILX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters International Fund Institutional Class |
5 |
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A |
5 |
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N |
5 |
TWEBX - Tweedy, Browne Fund Inc. - Tweedy, Browne Value Fund |
5 |
TBGVX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund |
5 |
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A |
5 |
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares |
5 |
DFCIX - Delaware Group Equity Funds Iv - Delaware Smid Cap Growth Fund Class A |
5 |
FS Series Trust - FS Real Asset Fund Class A |
5 |
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L |
5 |
JAPAX - JANUS INVESTMENT FUND - Janus Henderson Large Cap Value Fund Class A |
5 |
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A |
5 |
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A |
5 |
Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETF |
5 |
FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class |
5 |
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A |
5 |
PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I |
5 |
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares |
5 |
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A |
5 |
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A |
5 |
AMERICAN FUNDS INSURANCE SERIES - Ultra-Short Bond Fund Class 1 |
5 |
AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A |
5 |
AZMIX - Allianz Funds Multi-Strategy Trust - AllianzGI NFJ Emerging Markets Value Fund Institutional Class |
5 |
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV |
5 |
ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF |
5 |
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF |
5 |
GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF |
5 |
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A |
5 |
NOIAX - Natixis Funds Trust I - Natixis Oakmark International Fund Class A |
5 |
Fairfax Financial Holdings Ltd/ Can |
5 |
EMBAX - VanEck Funds - Unconstrained Emerging Markets Bond Fund Class A |
5 |
PACIFIC SELECT FUND - Main Street Core Portfolio Class I |
5 |
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I |
5 |
PACIFIC SELECT FUND - Growth Portfolio Class I |
5 |
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I |
5 |
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A |
5 |
WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares |
5 |
BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares |
5 |
SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio |
5 |
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class |
5 |
STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class |
5 |
ADVANCED SERIES TRUST - AST MFS Large-Cap Value Portfolio |
5 |
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares |
5 |
GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares |
5 |
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares |
5 |
Advanced Series Trust - Ast T. Rowe Price Large-cap Value Portfolio |
5 |
FEGE - RBB Fund Trust - First Eagle Global Equity ETF |
5 |
FEOE - RBB Fund Trust - First Eagle Overseas Equity ETF |
5 |
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC |
5 |
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC |
5 |
CAMFX - Advisors' Inner Circle Fund - Cambiar International Small Cap Fund Institutional Class Shares |
5 |
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A |
5 |
UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P |
5 |
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P |
5 |
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
5 |
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF |
5 |
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A |
5 |
BCPIX - BRANDES INVESTMENT TRUST - Brandes Core Plus Fixed Income Fund Class I |
5 |
TIHCX - TRANSAMERICA FUNDS - Transamerica International Value Class I2 |
5 |
SMARX - BRANDES INVESTMENT TRUST - Brandes Separately Managed Account Reserve Trust |
5 |
Jnl Series Trust - Jnl/blackrock Global Natural Resources Fund (a) |
5 |
Jnl Series Trust - Jnl/jpmorgan Us Government & Quality Bond Fund (a) |
5 |
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) |
5 |
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A) |
5 |
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A |
5 |
DHIYX - DIAMOND HILL FUNDS - Diamond Hill International Fund Class Y |
5 |
Dfa Investment Trust Co - The Japanese Small Company Series |
5 |
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income |
5 |
OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class |
5 |
CSIGX - CARILLON SERIES TRUST - Carillon Scout International Fund Class A |
5 |
DGDAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Dynamic Bond Income Fund Class A |
5 |
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES |
5 |
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A |
5 |
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares |
5 |
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund |
5 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. International Growth Fund Series II |
5 |
BRSGX - BRIDGEWAY FUNDS INC - Small-Cap Growth Fund Class N |
5 |
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N |
5 |
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund |
5 |
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class |
5 |
GTCGX - GLENMEDE FUND INC - Core Fixed Income Portfolio |
5 |
MIIBX - MADISON FUNDS - Madison High Quality Bond Fund High Quality Bond Fund Class Y |
5 |
MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A |
5 |
MHNAX - MADISON FUNDS - Madison High Income Fund High Income Fund Class A |
5 |
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A |
5 |
Cowen Investment Management LLC |
5 |
Blackrock Ecosolutions Investment Trust |
5 |
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares |
5 |
Bull Street Advisors, LLC |
5 |
Winning Points Advisors, LLC |
5 |
Bingham Private Wealth, Llc |
5 |
WT Wealth Management |
5 |
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class |
5 |
HAEMX - HARBOR FUNDS - Harbor Emerging Markets Equity Fund Institutional Class |
5 |
JIHRX - JPMORGAN TRUST IV - JPMorgan International Hedged Equity Fund Class R6 |
5 |
JFESX - JPMorgan Trust I - JPMorgan Europe Dynamic Fund Class I |
5 |
OIEAX - JPMORGAN TRUST II - JPMorgan International Research Enhanced Equity Fund Class I |
5 |
JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I |
5 |
AGMQX - Investment Managers Series Trust - 361 Macro Opportunity Fund Investor Class |
5 |
Principled Equity Market Fund |
5 |
Variable Insurance Trust |
5 |
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N |
5 |
Mfs Intermarket Income Trust I |
5 |
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES |
5 |
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES |
5 |
MBDFX - AMG Funds I - AMG GW&K Core Bond Fund Class I |
5 |
SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares |
5 |
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund |
5 |
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class |
5 |
HFXE - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Europe ETF |
5 |
VLSRX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus KAR Long/Short Equity Fund Class R6 |
5 |
Nuveen Global Equity Income Fund |
5 |
Bleichroeder LP |
5 |
III Capital Management |
5 |
IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O |
5 |
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class |
5 |
Wesleyan Assurance Society |
5 |
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund |
5 |
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF |
5 |
Lantz Financial LLC |
5 |
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S |
5 |
H2o Am Llp |
5 |
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A |
5 |
Miramar Capital, LLC |
5 |
ACDAX - AMERICAN BEACON FUNDS - American Beacon Acadian Emerging Markets Managed Volatility Fund A Class |
5 |
Lehman & Derafelo Financial Resources LLC |
5 |
Stamos Capital Partners, L.p. |
5 |
ICVT - iSHARES TRUST - iShares Convertible Bond ETF |
5 |
Genesee Capital Advisors, LLC |
5 |
IBCD - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ex-Financials ETF |
5 |
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF |
5 |
Pacific Wealth Strategies Group, Inc. |
5 |
Apexium Financial, Lp |
5 |
Traverso Chambers Private Wealth Management, LLC |
5 |
FDSAX - SUNAMERICA SERIES, INC. - AIG Focused Dividend Strategy Fund Class A |
5 |
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A |
5 |
Brooks, Moore & Associates, Inc. |
5 |
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A |
5 |
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A |
5 |
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A |
5 |
Hurlow Wealth Management Group, Inc. |
5 |
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A |
5 |
Pandora Wealth, Inc. |
5 |
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 |
5 |
Hotaling Investment Management, LLC |
5 |
Reitz Capital Advisors LLC |
5 |
MIDF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Mid-Cap ETF |
5 |
Benchmark Financial Wealth Advisors, LLC |
5 |
Context Partners Fund, L.p. |
5 |
Taikang Asset Management (Hong Kong) Co Ltd |
5 |
NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF |
5 |
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A |
5 |
J. L. Bainbridge & Co., Inc. |
5 |
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares |
5 |
Sagil Capital Llp |
5 |
Legacy Financial Strategies, LLC |
5 |
Ategra Capital Management, LLC |
5 |
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A |
5 |
Rice Partnership, LLC |
5 |
Hartford Funds Management Co LLC |
5 |
Acuitas Investments, LLC |
5 |
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A |
5 |
Avondale Wealth Management |
5 |
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A |
5 |
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C |
5 |
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 |
5 |
Forefront Analytics, LLC |
5 |
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 |
5 |
Resource Management, LLC |
5 |
Windsor Group LTD |
5 |
Titus Wealth Management |
5 |
SFGIX - FINANCIAL INVESTORS TRUST - Seafarer Overseas Growth and Income Fund Investor |
5 |
EMGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Fund Class A |
5 |
SILAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified International Fund Class A |
5 |
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C |
5 |
First Sabrepoint Capital Management Lp |
5 |
New Potomac Partners, LLC |
5 |
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares |
5 |
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares |
5 |
Ironvine Capital Partners, LLC |
5 |
TEDNX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Debt Fund Institutional Class |
5 |
Altman Advisors, Inc. |
5 |
CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A |
5 |
OWSIX - OLD WESTBURY FUNDS INC - Old Westbury All Cap ESG Fund |
5 |
RiverGlades Family Offices LLC |
5 |
Alphinity Investment Management Pty Ltd |
5 |
Diamant Asset Management, Inc. |
5 |
X-Square Capital, LLC |
5 |
Ballast, Inc. |
5 |
AIIEX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Growth Fund Class A |
5 |
Covalis Capital Llp |
5 |
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A |
5 |
IEMAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Emerging Markets Select Equity Fund Class A |
5 |
NFO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Insider Sentiment ETF |
5 |
CGLOX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Global Equity Fund Share class |
5 |
VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF |
5 |
Pacholder High Yield Fund Inc |
5 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Ultra-Short Duration Fund Class A |
5 |
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 |
5 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Growth Fund Class C |
5 |
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund |
5 |
Compass Ion Advisors, LLC |
5 |
TRH Financial, LLC |
5 |
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
5 |
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A |
5 |
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A |
5 |
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I |
5 |
BCSIX - Brown Capital Management Mutual Funds - The Brown Capital Management Small Company Fund Investor Shares |
5 |
ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class |
5 |
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A |
5 |
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares |
5 |
Oppenheimer Discovery Fund |
5 |
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares |
5 |
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares |
5 |
Loveless Wealth Management LLC |
5 |
Credit Suisse High Yield Bond Fund |
5 |
Cion Ares Diversified Credit Fund |
5 |
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A |
5 |
MEIAX - MFS SERIES TRUST I - MFS Value Fund A |
5 |
Miller/Howard Funds Trust - Miller/Howard Income-Equity Fund Adviser Share Class |
5 |
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A |
5 |
Beacon Financial Advisory LLC |
5 |
Legg Mason Bw Global Income Opportunities Fund Inc. |
5 |
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares |
5 |
BLACKROCK LATIN AMERICA FUND, INC. - BLACKROCK LATIN AMERICA FUND, INC. Investor A |
5 |
Epiphany Funds |
5 |
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund |
5 |
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A |
5 |
Federated Mdt Large Cap Value Fund |
5 |
Oppenheimer Global Multi-asset Income Fund |
5 |
FNDE - SCHWAB STRATEGIC TRUST - Schwab Fundamental Emerging Markets Large Company Index ETF |
5 |
CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A |
5 |
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A |
5 |
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A |
5 |
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A |
5 |
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A |
5 |
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P |
5 |
Lmp Capital & Income Fund Inc. |
5 |
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares |
5 |
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N |
5 |
DGGAX - DELAWARE GROUP GLOBAL & INTERNATIONAL FUNDS - Delaware International Small Cap Fund Class A |
5 |
DEMAX - Delaware Group Global & International Funds - Delaware Emerging Markets Fund Class A |
5 |
EACBX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance 1-to-10 Year Laddered Corporate Bond Fund Class A |
5 |
Virtus Global Multi-sector Income Fund |
5 |
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares |
5 |
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares |
5 |
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A |
5 |
Oppenheimer International Growth & Income Fund |
5 |
TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. |
5 |
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc |
5 |
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc |
5 |
JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF |
5 |
Credit Suisse Asset Management Income Fund Inc |
5 |
BRUFX - Bruce Fund Inc - Bruce Fund |
5 |
DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF |
5 |
PIUIX - Federated Adviser Series - Federated International Equity Fund Institutional Shares |
5 |
Dividend & Income Fund |
5 |
GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF |
5 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio |
5 |
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional |
5 |
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund |
5 |
Cortina Funds, Inc. |
5 |
Blackrock 2022 Global Income Opportunity Trust |
5 |
VCSOX - VALIC Co I - International Socially Responsible Fund |
5 |
VSSGX - VALIC Co I - Small-Mid Growth Fund |
5 |
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund |
5 |
MAVFX - MATRIX ADVISORS VALUE FUND INC - Matrix Advisors Value Fund, Inc. |
5 |
VCTPX - VALIC Co I - Inflation Protected Fund |
5 |
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF |
5 |
AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A |
5 |
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class |
5 |
FXIEX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series TE Series TE |
5 |
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A |
5 |
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund |
5 |
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. |
5 |
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N |
5 |
VIDI - ETF Series Solutions - Vident International Equity Fund |
5 |
STFGX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Growth Fund |
5 |
VISEX - VALIC Co II - International Opportunities Fund |
5 |
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A |
5 |
VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC. |
5 |
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A |
5 |
JFGAX - John Hancock Funds II - Fundamental Global Franchise Fund Class A |
5 |
Nuveen High Income November 2021 Target Term Fund |
5 |
FS Series Trust - FS Market Neutral Fund Class I |
5 |
Value Line Centurion Fund Inc - Value Line Centurion Fund Inc |
5 |
GLBY - WisdomTree Trust - WisdomTree Yield Enhanced Global Aggregate Bond Fund N/A |
5 |
Nuveen Multi-market Income Fund |
5 |
Pennsylvania Capital Management Inc /adv |
5 |
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A |
5 |
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares |
5 |
Greater India Portfolio - Greater India Portfolio |
5 |
Gabelli Multimedia Trust Inc. |
5 |
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio |
5 |
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class |
5 |
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF |
5 |
EZU - iShares, Inc. - iShares MSCI Eurozone ETF |
5 |
EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF |
5 |
EWJ - iShares, Inc. - iShares MSCI Japan ETF |
5 |
Money Market Obligations Trust |
5 |
Oppenheimer Main Street All Cap Fund |
5 |
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF |
5 |
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF |
5 |
Master Focus Growth Llc - Master Focus Growth Llc |
5 |
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares |
5 |
Putnam High Income Securities Fund |
5 |
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF |
5 |
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A |
5 |
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class |
5 |
LSAGX - Natixis Funds Trust II - Loomis Sayles Global Growth Fund Class A |
5 |
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A |
5 |
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R |
5 |
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A |
5 |
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares |
5 |
Oak Point Wealth Management |
5 |
Harrington Investments, INC |
5 |
Oldfather Financial Services, LLC |
5 |
Heartwood Wealth Advisors LLC |
5 |
Amussen Hunsaker Associates Llc |
5 |
Bramshill Investments, LLC |
5 |
Cruiser Capital Advisors, Llc |
5 |
Abbot Financial Management, Inc. |
5 |
Royal Harbor Partners, LLC |
5 |
Crescent Grove Advisors, LLC |
5 |
Athos Capital Ltd |
5 |
Townsend Asset Management Corp /nc/ /adv |
5 |
Summit Place Financial Advisors, LLC |
5 |
Invesco Bldrs Index Funds Trust |
5 |
Dohj, Llc |
5 |
Absher Wealth Management, Llc |
5 |
Watermark Asset Management, Inc. |
5 |
Single Point Partners, LLC |
5 |
Qp Wealth Management, Llc |
5 |
CFO4Life Group, LLC |
5 |
Advanced Research Investment Solutions, Llc |
5 |
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund |
5 |
1776 Wealth LLC |
5 |
Mizuho Markets Cayman LP |
5 |
Live Oak Private Wealth LLC |
5 |
Blue Zone Wealth Advisors, LLC |
5 |
Magnolia Capital Management Ltd |
5 |
Argent Wealth Management LLC |
5 |
Mattern Capital Management, Llc |
5 |
Fortis Capital Management LLC |
5 |
Security Asset Management |
5 |
Fiduciary Planning LLC |
5 |
Dendur Capital Lp |
5 |
22nw, Lp |
5 |
Ullmann Financial Group, Inc. |
5 |
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I |
5 |
Woodson Capital Management, LP |
5 |
Maso Capital Partners Ltd |
5 |
Dumac, Inc. |
5 |
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF |
5 |
Lee Capital Management LP |
5 |
FPIKX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Premium Income Fund Class A |
5 |
Brooktree Capital Management |
5 |
CA Family Wealth, LLC |
5 |
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF |
5 |
SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y |
5 |
Pantheon Investment Group, LLC |
5 |
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A |
5 |
RIVGX - American Funds International Vantage Fund - American Funds International Vantage Fund Class R-6 |
5 |
Hunting Hill Global Capital, LLC |
5 |
Davidson Capital Management Inc. |
5 |
Concentric Wealth Management, Llc |
5 |
Fusion Family Wealth LLC |
5 |
Scout Capital Management Llc |
5 |
Sicart Associates LLC |
5 |
Oxford Financial Group Ltd |
5 |
LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF |
5 |
Merit Investment Management, LLC |
5 |
CGOV Asset Management |
5 |
Auxano Advisors, LLC |
5 |
Capital One Financial Corp |
5 |
DDDAX - Northern Lights Fund Trust - 13D Activist Fund Class A |
5 |
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class |
5 |
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class |
5 |
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund |
5 |
FBPBX - WILLIAMSBURG INVESTMENT TRUST - FBP Appreciation & Income Opportunities Fund |
5 |
BTS Asset Management, Inc. |
5 |
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund |
5 |
Palisades Investment Partners, LLC |
5 |
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares |
5 |
LKEQX - LKCM Funds - LKCM Equity Fund |
5 |
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund |
5 |
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares |
5 |
Front Street Capital Management, Inc. |
5 |
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class |
5 |
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares |
5 |
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares |
5 |
ECOZ - Listed Funds Trust - TrueShares ESG Active Opportunities ETF |
5 |
ABEQ - Unified Series Trust - Absolute Core Strategy Etf |
5 |
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund |
5 |
West Coast Asset Management Inc |
5 |
Wood Investment Counsel LLC |
5 |
Boussard & Gavaudan Asset Management LP |
5 |
MMSJX - Series Portfolios Trust - MProved Systematic Multi-Strategy Fund Investor Class |
5 |
CIMDX - ALPS Series Trust - Clarkston Founders Fund Institutional Class |
5 |
NovaPoint Capital, LLC |
5 |
First Citizens Bancorporation Inc |
5 |
TigerShark Management, LLC |
5 |
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class |
5 |
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class |
5 |
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class |
5 |
HUMDX - ADVISORS SERIES TRUST - Huber Capital Mid Cap Value Fund Investor Class |
5 |
EPIVX - Investment Managers Series Trust - EuroPac International Value Fund Class A |
5 |
ZIG - ETF Series Solutions - The Acquirers Fund |
5 |
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class |
5 |
Crawford Fund Management, LLC |
5 |
Sara-Bay Financial |
5 |
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares |
5 |
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class |
5 |
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund |
5 |
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund |
5 |
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I |
5 |
SFYF - Tidal ETF Trust - SoFi 50 ETF |
5 |
Mark Asset Management Lp |
5 |
PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares |
5 |
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares |
5 |
PLCY - Listed Funds Trust - EventShares U.S. Legislative Opportunities ETF |
5 |
Signpost Capital Advisors, LP |
5 |
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF |
5 |
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares |
5 |
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class |
5 |
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A |
5 |
MEGMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Fund Investor Class Shares |
5 |
Brinton Eaton, Llc |
5 |
Missouri Valley Partners, Inc. |
5 |
Westend Partners Lp |
5 |
Drexel Morgan & Co. |
5 |
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF |
5 |
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS |
5 |
Credit Capital Investments LLC |
5 |
Baltimore-Washington Financial Advisors Inc. |
5 |
La Financiere De L'echiquier |
5 |
FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund |
5 |
JIG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Growth ETF |
5 |
SkyTop Capital Management LLC |
5 |
Emerging Global Advisors, LLC |
5 |
Eachwin Capital, Lp |
5 |
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares |
5 |
Zimmer Partners, LP |
5 |
SkyBridge Capital II, LLC |
5 |
Harber Asset Management Llc |
5 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. |
5 |
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund |
5 |
Amiral Gestion |
5 |
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF |
5 |
SIR Capital Management, L.P. |
5 |
Baron Financial Group, LLC |
5 |
ZPR Investment Management |
5 |
Wedgewood Partners Inc |
5 |
Nitorum Capital, L.P. |
5 |
ICFAX - SCM Trust - ICON CONSUMER SELECT FUND Investor Class |
5 |
Bellevue Group AG |
5 |
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF |
5 |
Slate Path Capital LP |
5 |
Orbis Allan Gray Ltd |
5 |
Sterling Ridge Capital Management LP |
5 |
Salvus Wealth Management, LLC |
5 |
Polar Capital LLP |
5 |
Palestra Capital Management LLC |
5 |
Pura Vida Investments, Llc |
5 |
Bloom Tree Partners, Llc |
5 |
IBCA - iSHARES TRUST - iShares iBonds Dec 2035 Term Corporate ETF |
5 |
Sterling Manor Financial, LLC |
5 |
Clear Perspectives Financial Planning, LLC |
5 |
Wimmer Associates 1, Llc |
5 |
Galvin, Gaustad & Stein, LLC |
5 |
RK Capital Management, LLC |
5 |
Elk River Wealth Management, LLC |
5 |
Greenhouse Wealth Management, LLC |
5 |
Laurel Wealth Planning LLC |
5 |
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund |
5 |
Mitchell & Pahl Private Wealth, Llc |
5 |
Bluesphere Advisors, LLC |
5 |
Marlowe Partners LP |
5 |
Center For Asset Management LLC |
5 |
Newbrook Capital Advisors LP |
5 |
Bck Capital Management Lp |
5 |
AAFMAA Wealth Management & Trust LLC |
5 |
Greystone Financial Group, LLC |
5 |
New Vernon Capital Holdings II LLC |
5 |
Springowl Associates Llc |
5 |
Concord Asset Management Llc |
5 |
Valinor Management, Llc |
5 |
BCGM Wealth Management, LLC |
5 |
Cardan Capital Partners, LLC |
5 |
Peak Asset Management, LLC |
5 |
SummerHaven Investment Management, LLC |
5 |
Aston Asset Management, LLC |
5 |
Kensington Investment Counsel, LLC |
5 |
Merchants' Gate Capital LP |
5 |
Ritter Daniher Financial Advisory, Llc |
5 |
Heron Bay Capital Management |
5 |
Riversville Capital, Inc. |
5 |
WNY Asset Management, LLC |
5 |
Freemont Management S.A. |
5 |
Crestone Asset Management LLC |
5 |
Tabor Asset Management, LP |
5 |
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I |
5 |
VELA Funds - VELA International Fund Class I |
5 |
Lockheed Martin Investment Management Co |
5 |
LIGYX - LOOMIS SAYLES FUNDS II - Loomis Sayles International Growth Fund Class Y |
5 |
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF |
5 |
TACE - Collaborative Investment Series Trust - Trend Aggregation Conservative ETF |
5 |
Draper Asset Management, LLC |
5 |
High Falls Advisors, Inc |
5 |
Tower Square Investment Management, Llc |
5 |
Timelo Investment Management Inc. |
5 |
Darrell & King Llc |
5 |
BLACKROCK FUNDS - BlackRock Defensive Advantage International Fund Class K |
5 |
Scopia Capital Management Lp |
5 |
Willis Johnson & Associates, Inc. |
5 |
RCGE - EA Series Trust - RockCreek Global Equality ETF |
5 |
Campion Asset Management LLC |
5 |
Wilkinson Global Asset Management LLC |
5 |
New Age Alpha Trust - AVDR US LargeCap ESG ETF |
5 |
Crew Capital Management, Ltd. |
5 |
Benedetti & Gucer, Inc. |
5 |
Coerente Capital Management |
5 |
First Bancorp, Inc /ME/ |
5 |
Union Heritage Capital, LLC |
5 |
Lagoda Investment Management, L.P. |
5 |
Clarity Financial LLC |
5 |
ASPY - ASYMmetric ETFs Trust - ASYMshares ASYMmetric 500 ETF |
5 |
Regency Capital Management Inc.\DE |
5 |
Mezzasalma Advisors, LLC |
5 |
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y |
5 |
Wood Asset Management Inc |
5 |
Gibraltar Capital Management, Inc. |
5 |
Green Alpha Advisors, LLC |
5 |
VAPPX - VALIC Co I - Capital Appreciation Fund |
5 |
VVSGX - VALIC Co I - Small Cap Growth Fund |
5 |
Cowen Prime Advisors LLC |
5 |
17 Capital Partners, Llc |
5 |
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A |
5 |
Boltwood Capital Management |
5 |
Fundsmith Investment Services Ltd. |
5 |
Charles Schwab Investment Advisory, Inc. |
5 |
Old West Investment Management, LLC |
5 |
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF |
5 |
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF |
5 |
First Trust Bank, Ltd. |
5 |
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 |
5 |
Ami Investment Management Inc |
5 |
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A |
5 |
Fundsmith LLP |
5 |
Knott David M Jr |
5 |
Kercheville Advisors, LLC |
5 |
Augustine Asset Management Inc |
5 |
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class |
5 |
iAB Financial Bank |
5 |
Mid Continent Capital Llc/il |
5 |
BlackRock ETF Trust - BlackRock Future Climate and Sustainable Economy ETF |
5 |
Guinness Atkinson Asset Management Inc |
5 |
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares |
5 |
IMPACTfolio, LLC |
5 |
Virginia Wealth Management Group, Inc. |
5 |
Maxi Investments CY Ltd |
5 |
Trust CO of the Ozarks |
5 |
Highview Capital Management LLC/DE/ |
5 |
INCA Investments LLC |
5 |
Ws Management Lllp |
5 |
Harrison & Co Wealth Management, LLC |
5 |
Peterson Wealth Services |
5 |
Yarbrough Capital, LLC |
5 |
Perfromance Wealth Partners, LLC |
5 |
Tiger Eye Capital LLC |
5 |
Magellan Asset Management Ltd |
5 |
RMG Wealth Management LLC |
5 |
Primoris Wealth Advisors, Llc |
5 |
Gallagher Fiduciary Advisors, LLC |
5 |
Enhancing Capital LLC |
5 |
Arbor Capital Management Inc /adv |
5 |
Aquila Investment Management LLC |
5 |
Fidgeon Timothy F |
5 |
Abeille Asset Management Sa |
5 |
Cobalt Capital Management, Inc. |
5 |
Seven Grand Managers, Llc |
5 |
Nauset Wealth Management. LLC |
5 |
Henrickson Nauta Wealth Advisors, Inc. |
5 |
Next Level Private LLC |
5 |
Pinnbrook Capital Management Lp |
5 |
Thomist Capital Management, LP |
5 |
FECBX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Core Bond Fund |
5 |
Terra Nova Asset Management LLC |
5 |
Life Planning Partners, Inc |
5 |
Taika Capital, LP |
5 |
Axiom Advisory, LLC |
5 |
Kempner Capital Management Inc. |
5 |
Moreno Evelyn V |
5 |
Starboard Value LP |
5 |
Skaana Management L.P. |
5 |
Viewpoint Capital Management LLC |
5 |
First National Bank of Mount Dora, Trust Investment Services |
5 |
M. Kraus & Co |
5 |
Mill Capital Management, LLC |
5 |
Seaport Global Advisors, LLC |
5 |
Deuterium Capital Management, LLC |
5 |
Swarthmore Group Inc |
5 |
Spinnaker Investment Group, LLC |
5 |
Royal Capital Wealth Management, LLC |
5 |
West Michigan Advisors, Llc |
5 |
Magnolia Wealth Management, LLC |
5 |
Carroll Investors, Inc |
5 |
Rinkey Investments |
5 |
AMG Funds LLC |
5 |
Titleist Asset Management, Ltd. |
5 |
Cheyne Capital Management (UK) LLP |
5 |
Foundation Resource Management Inc |
5 |
Nadler Financial Group, Inc. |
5 |
Evelyn Partners Investment Management (Europe) Ltd |
5 |
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 |
5 |
RULE - Collaborative Investment Series Trust - Adaptive Core ETF |
5 |
Oaktree Diversified Income Fund Inc. |
5 |
Glassy Mountain Advisors, Inc. |
5 |
Atlas FRM LLC |
5 |
Schrum Private Wealth Management LLC |
5 |
Security Financial Services, INC. |
5 |
Stillwater Capital Advisors, LLC |
5 |
First International Bank & Trust |
5 |
Fcm Investments/tx |
5 |
AILV - Listed Funds Trust - Alpha Intelligent - Large Cap Value ETF |
5 |
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares |
5 |
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares |
5 |
Concorde Asset Management, LLC |
5 |
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares |
5 |
Stonehearth Capital Management, LLC |
5 |
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares |
5 |
Majedie Asset Management Ltd |
5 |
Graybill Bartz & Assoc Ltd |
5 |
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF |
5 |
ILGEX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Class R |
5 |
Landmark Financial Advisors, LLC |
5 |
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class |
5 |
Johanson Financial Advisors, Inc. |
5 |
Foresight Capital Management Advisors, Inc. |
5 |
Evanston Investments, Inc., dba Evanston Advisors |
5 |
Midwest Investment Management Llc |
5 |
Charlemagne Capital Ltd |
5 |
Atherton Lane Advisers, Llc |
5 |
LOM Asset Management Ltd |
5 |
Hutchens & Kramer Investment Management Group, LLC |
5 |
Quantum Private Wealth, LLC |
5 |
Smart Portfolios, LLC |
5 |
Willner & Heller, Llc |
5 |
CALAMOS INVESTMENT TRUST/IL - Calamos International Small Cap Growth Fund Class C |
5 |
Alesco Advisors Llc |
5 |
Thrivent Core Funds - Thrivent Core Small Cap Value Fund |
5 |
Wynnefield Capital Inc |
5 |
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund |
5 |
Jd Capital Management Llc |
5 |
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
5 |
IVEG - iSHARES TRUST - iShares Emergent Food and AgTech Multisector ETF |
5 |
Nicolet Bankshares Inc |
5 |
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund |
5 |
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
5 |
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
5 |
Grayhawk Investment Strategies Inc. |
5 |
Coastwise Capital Group, LLC |
5 |
New England Investment & Retirement Group, Inc. |
5 |
ORFN - Tidal ETF Trust - Constrained Capital ESG Orphans ETF |
5 |
Family Capital Trust Co |
5 |
Lombardia Capital Partners Llc |
5 |
Financial Consulate, Inc |
5 |
JIRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF |
5 |
Valicenti Advisory Services Inc |
5 |
Armstrong Henry H Associates Inc |
5 |
Blue Fin Capital, Inc. |
5 |
Mesirow Institutional Investment Management, Inc. |
5 |
W.H. Cornerstone Investments Inc. |
5 |
Johnson & White Wealth Management, LLC |
5 |
Troluce Capital Advisors LLC |
5 |
Gateway Advisory, LLC |
5 |
Sanders Capital, LLC |
5 |
Patrick Mauro Investment Advisor, INC. |
5 |
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell |
5 |
Shelter Mutual Insurance Co |
5 |
Catalyst Financial Partners Llc |
5 |
AFS Financial Group, LLC |
5 |
North Point Portfolio Managers Corp/oh |
5 |
Hengehold Capital Management Llc |
5 |
Seed Wealth Management, Inc. |
5 |
Jessup Wealth Management, Inc |
5 |
Breakwater Capital Group |
5 |
Centurion Wealth Management LLC |
5 |
B.O.S.S. Retirement Advisors, LLC |
5 |
HF Advisory Group, LLC |
5 |
Smith Chas P & Associates Pa Cpas |
5 |
Ipsen Advisor Group LLC |
5 |
Dinsmore Capital Management Co/nj |
5 |
Mosaic Family Wealth Partners, Llc |
5 |
LMG Wealth Partners, LLC |
5 |
Mcintyre Freedman & Flynn Investment Advisers Inc |
5 |
Morgens Waterfall Vintiadis & Co Inc |
5 |
Wealthquest Corp |
5 |
Lbmc Investment Advisors, Llc |
5 |
Alleghany Corp /de |
5 |
CIC Wealth, LLC |
5 |
Live Oak Investment Partners |
5 |
Massachusetts Wealth Management |
5 |
Columbia Wanger Asset Management Llc |
5 |
Karpas Strategies, Llc |
5 |
Cascade Investment Group, Inc. |
5 |
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF |
5 |
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) |
5 |
ADPV - Series Portfolios Trust - Adaptiv Select ETF |
5 |
Two Roads Shared Trust - Hypatia Women CEO ETF |
5 |
Taylor, Cottrill LLC |
5 |
Private Capital Advisors, Inc. |
5 |
Tilt Investment Management Holdings, PBC |
5 |
Brady Family Wealth, Llc |
5 |
Lifestyle Asset Management, Inc. |
5 |
Progressive Investment Management Corp |
5 |
Gruss & Co., LLC |
5 |
Titleist Asset Management, Llc |
5 |
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund |
5 |
Fox Point Capital Management LLC |
5 |
JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF |
5 |
United States Steel & Carnegie Pension Fund |
5 |
Cardinal Point Capital Management, ULC |
5 |
Zevenbergen Capital Investments Llc |
5 |
Ashmore Group plc |
5 |
PFW Advisors LLC |
5 |
Armstrong, Fleming & Moore, Inc |
5 |
Northeast Financial Group, Inc. |
5 |
Bank Pictet & Cie (asia) Ltd |
5 |
Northwest Bank & Trust Co |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class |
5 |
HM Capital Management, LLC |
5 |
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund |
5 |
BlackRock ETF Trust - BlackRock Large Cap Value ETF |
5 |
Hedeker Wealth, LLC |
5 |
University Of Notre Dame Du Lac |
5 |
Barbara Oil Co. |
5 |
Borer Denton & Associates, Inc. |
5 |
Gabalex Capital Management LLC |
5 |
PSDM - PGIM ETF TRUST - PGIM Short Duration Multi-Sector Bond ETF |
5 |
Peloton Wealth Strategists |
5 |
Schaper Benz & Wise Investment Counsel Inc/wi |
5 |
Bedel Financial Consulting Inc |
5 |
Mercer Investment Management, Inc. |
5 |
IronBridge Capital Management LP |
5 |
Granite Harbor Advisors, Inc. |
5 |
Savoie Capital LLC |
5 |
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares |
5 |
First Fiduciary Investment Counsel, Inc. |
5 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I |
5 |
LUXX - Listed Funds Trust - Roundhill S&P Global Luxury ETF |
5 |
Edgemoor Investment Advisors, Inc. |
5 |
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF |
5 |
Southland Equity Partners LLC |
5 |
Independent Investors Inc |
5 |
Trust Co of the South |
5 |
Precedent Wealth Partners, Llc |
5 |
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF |
5 |
Chickasaw Capital Management Llc |
5 |
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class |
5 |
Trust & Fiduciary Management Services Inc |
5 |
Trilogy Global Advisors Lp |
5 |
Forest Hill Capital, LLC |
5 |
Bear Mountain Capital, Inc. |
5 |
Walthausen & Co., LLC |
5 |
Sentry LLC |
5 |
Crestwood Capital Management, L.P. |
5 |
First Washington CORP |
5 |
Fund Evaluation Group, LLC |
5 |
Kemper Corp Master Retirement Trust |
5 |
Pergamon Offshore Advisors, L.P. |
5 |
Evergreen Private Wealth LLC |
5 |
Harmony Asset Management Llc |
5 |
Cutler Investment Counsel Llc |
5 |
Anthracite Investment Company, Inc. |
5 |
Central Valley Advisors, Llc |
5 |
Broadview Advisors Llc |
5 |
Leonard Green & Partners, L.P. |
5 |
Pingora Partners LLC |
5 |
Gold Investment Management Ltd. |
5 |
MN Wealth Advisors, LLC |
5 |
ROI Financial Advisors, LLC |
5 |
MSF Capital, LLC |
5 |
Morton Community Bank |
5 |
Midland Wealth Advisors Llc |
5 |
Mango Five Family, Inc. |
5 |
Encompass More Asset Management |
5 |
Oracle Alpha Inc. |
5 |
Secured Retirement Advisors, Llc |
5 |
GLOBALT Investments LLC / GA |
5 |
Natixis ETF Trust - Natixis Gateway Quality Income ETF |
5 |
KNGS - Roundhill ETF Trust - Roundhill S&P Dividend Monarchs ETF |
5 |
Bach Investment Advisors Ltd |
5 |
King Street Capital Management, L.p. |
5 |
Prentice Capital Management, LP |
5 |
Livelsberger Financial Advisory |
5 |
Edgewood Management Llc |
5 |
AA Financial Advisors, LLC |
5 |
Bernzott Capital Advisors |
5 |
Accordant Advisory Group Inc |
5 |
FASBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series CP |
5 |
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares |
5 |
FACBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series C |
5 |
Catalina Capital Group, LLC |
5 |
TSP Capital Management Group, LLC |
5 |
Elk Creek Partners, LLC |
5 |
Polygon Management Ltd. |
5 |
ROIS - Lattice Strategies Trust - Hartford Multifactor International Small Company ETF |
5 |
Davis Selected Advisers |
5 |
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF |
5 |
Parnassus Investments /ca |
5 |
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF |
5 |
Ariel Investments, Llc |
5 |
Bdf-gestion |
5 |
MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF |
5 |
Blue Ridge Capital, L.L.C. |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II |
5 |
Carrhae Capital LLP |
5 |
Independent Franchise Partners LLP |
5 |
Drucker Wealth 3.0, LLC |
5 |
Eton Park Capital Management, L.P. |
5 |
Ariadne Wealth Management, LP |
5 |
Brown Financial Advisors |
5 |
KNO - Investment Managers Series Trust II - AXS Knowledge Leaders ETF |
5 |
Paragon Capital Management Inc |
5 |
BlackRock ETF Trust II - BlackRock High Yield ETF |
5 |
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF |
5 |
Code Waechter LLC |
5 |
Nicholson Wealth Management Group, LLC |
5 |
Convergence Financial, LLC |
5 |
Goldstone Financial Group, LLC |
5 |
Blake Schutter Theil Wealth Advisors, LLC |
5 |
Carnegie Lake Advisors LLC |
5 |
MidAtlantic Capital Management, Inc. |
5 |
Optivise Advisory Services LLC |
5 |
Taylor Hoffman Capital Management LLC |
5 |
American Alpha Advisors, LLC |
5 |
Argent Financial Group, Inc. |
5 |
Promethium Advisors,llc |
5 |
NIXT - EA Series Trust - Research Affiliates Deletions ETF |
5 |
LIVR - EA Series Trust - Intelligent Livermore ETF |
5 |
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V |
5 |
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB |
5 |
Brown Capital Management Llc |
5 |
Arbiter Partners Capital Management LLC |
5 |
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF |
5 |
EJF Capital LLC |
5 |
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF |
5 |
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF |
5 |
Clark & Stuart, Inc |
5 |
Westmount Partners, LLC |
5 |
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T |
5 |
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF |
5 |
Financial Life Planners |
5 |
Eq Wealth Advisors, Llc |
5 |
Sovran Advisors, LLC |
5 |
Louisbourg Investments Inc. |
5 |
Capital & Planning, Llc |
5 |
Lakewood Capital Management, Lp |
5 |
Financially Speaking Inc |
5 |
Graney & King, LLC |
5 |
Conquis Financial Llc |
5 |
Optimize Financial Inc |
5 |
Aware Super Pty Ltd as trustee of Aware Super |
5 |
Quantessence Capital LLC |
5 |
Bearing Point Capital, Llc |
5 |
Chapman Financial Group, Llc |
5 |
Castlekeep Investment Advisors Llc |
5 |
Investor's Fiduciary Advisor Network, LLC |
5 |
Dow Chemical Co /de/ |
5 |
Davidson Kempner Partners |
5 |
3G Capital Partners LP |
5 |
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF |
5 |
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF |
5 |
LifeWealth Investments, LLC |
5 |
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF |
5 |
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 |
5 |
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF |
5 |
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF |
5 |
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES |
5 |
SEEM - SEI Exchange Traded Funds - SEI Select Emerging Markets Equity ETF |
5 |
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES |
5 |
Elevation Series Trust - TrueShares Active Yield ETF |
5 |
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class |
5 |
TCW ETF Trust - TCW High Yield Bond ETF |
5 |
TCW ETF Trust - TCW Corporate Bond ETF |
5 |
Fairtree Asset Management (Pty) Ltd |
5 |
Coca Cola Co |
5 |
Guardian Variable Products Trust - Guardian International Value VIP Fund |
5 |
PENN SERIES FUNDS INC - Emerging Markets Equity Fund |
5 |
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class |
5 |
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF |
5 |
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 |
5 |
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service |
5 |
AQINX - AQR Funds - AQR International Equity Fund Class N |
5 |
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A |
5 |
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A |
5 |
AZENX - AQR Funds - AQR Emerging Defensive Style Fund Class N |
5 |
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A |
5 |
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A |
5 |
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A |
5 |
GBEMX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Fund Class A |
5 |
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A |
5 |
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A |
5 |
EUMF - WisdomTree Trust - WisdomTree Europe Multifactor Fund N/A |
5 |
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A |
5 |
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A |
5 |
Brighthouse Funds Trust I - MFS Research International Portfolio Class A |
5 |
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A |
5 |
Brighthouse Funds Trust I - Harris Oakmark International Portfolio Class A |
5 |
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF |
5 |
MAINSTAY VP FUNDS TRUST - MainStay VP Pimco Real Return Portfolio Initial Class |
5 |
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF |
5 |
MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class |
5 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 |
5 |
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio |
5 |
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio |
5 |
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF |
5 |
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z |
5 |
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A |
5 |
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I |
5 |
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A |
5 |
VICTORY VARIABLE INSURANCE FUNDS - Victory Sophus Emerging Markets VIP Series Class I |
5 |
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia |
5 |
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV |
5 |
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV |
5 |
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund |
5 |
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C |
5 |
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A |
4 |
MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class |
4 |
GenTrust, LLC |
4 |
BlackRock ETF Trust II - BlackRock Total Return ETF |
4 |
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares |
4 |
AADGX - ADVISORS SERIES TRUST - Aasgard Small & Mid-Cap Fund No Load Class |
4 |
Zweig Advisers Llc |
4 |
Cherokee Insurance Co |
4 |
Alteri Wealth LLC |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class |
4 |
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF |
4 |
Van Den Berg Management I, Inc |
4 |
Cedar Capital, Llc |
4 |
QLTI - 2023 ETF Series Trust II - GMO International Quality ETF |
4 |
Sovereign's Capital Management, LLC |
4 |
RFG - Bristol Wealth Advisors, LLC |
4 |
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF |
4 |
AREX Capital Management, LP |
4 |
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class |
4 |
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB |
4 |
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class |
4 |
ASCAA - ANCHOR SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 |
4 |
Delaware Vip Trust - Delaware Vip International Value Equity Series Standard Class |
4 |
PacWest Financial Management Inc |
4 |
BPTRX - BARON SELECT FUNDS - Baron Partners Fund |
4 |
Corbett Road Capital Management, Llc |
4 |
Voss Capital, LLC |
4 |
RCSTX - Red Cedar Fund Trust - Red Cedar Short Term Bond Fund Institutional Class |
4 |
Robshaw & Julian Associates Inc |
4 |
Continental Investors Services, Inc. |
4 |
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV |
4 |
River Street Advisors LLC |
4 |
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A |
4 |
FEVR - Northern Lights Fund Trust IV - Inspire Faithward Large Cap Momentum ESG ETF |
4 |
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class |
4 |
GUBGX - VICTORY PORTFOLIOS - Victory RS International Fund Class A |
4 |
Triglav Skladi, D.o.o. |
4 |
Voya International High Dividend Equity Income Fund |
4 |
LaSalle St. Investment Advisors, LLC |
4 |
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF |
4 |
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF |
4 |
Sculati Wealth Management, LLC |
4 |
ROCI - EA Series Trust - ROC ETF |
4 |
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A |
4 |
Roc Capital Management, L.P. |
4 |
Contrarius Investment Management Ltd |
4 |
HRRLX - Homestead Funds Trust - Rural America Growth & Income Fund |
4 |
Rr Partners Lp |
4 |
CVRD - Madison ETFs Trust - Madison Covered Call ETF |
4 |
Generate Investment Management Ltd |
4 |
Zenyatta Capital Management LP |
4 |
Robertson Stephens Advisors Llc |
4 |
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF |
4 |
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A |
4 |
VGMS - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond ETF ETF Shares |
4 |
WMKGX - WESMARK FUNDS - WesMark Growth Fund |
4 |
EVHY - Morgan Stanley ETF Trust - Eaton Vance High Yield ETF |
4 |
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I |
4 |
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative |
4 |
Resource Consulting Group Inc |
4 |
EGLBX - ELFUN INTERNATIONAL EQUITY FUND - ELFUN INTERNATIONAL EQUITY FUND Elfun International Equity Fund |
4 |
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund |
4 |
IBHJ - iSHARES TRUST - iShares iBonds 2030 Term High Yield and Income ETF |
4 |
Brucke Financial, Inc. |
4 |
GDVD - Northern Lights Fund Trust IV - R3 Global Dividend Growth ETF |
4 |
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares |
4 |
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF |
4 |
Empirical Capital Management, LLC |
4 |
Aster Investment Management Co Inc |
4 |
LCDAX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Corporate Debt Fund Class A |
4 |
De Lisle Partners LLP |
4 |
Summit Asset Management, LLC |
4 |
PELAX - PIMCO FUNDS - PIMCO Emerging Markets Local Currency and Bond Fund Class A |
4 |
DB Fitzpatrick & Co, Inc |
4 |
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A |
4 |
MEMBERS Trust Co |
4 |
Vazirani Asset Management LLC |
4 |
A3 Alternative Credit Fund |
4 |
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF |
4 |
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class |
4 |
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A |
4 |
United Maritime Capital Llc |
4 |
ABEMX - Aberdeen Funds - Aberdeen Emerging Markets Fund Institutional Class |
4 |
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares |
4 |
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund |
4 |
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A |
4 |
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A |
4 |
SHCDX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Emerging Markets Corporate Debt Fund Class I |
4 |
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A |
4 |
Braver Wealth Management, LLC |
4 |
RIERX - RBC FUNDS TRUST - RBC International Equity Fund Class R6 |
4 |
Copley Financial Group, Inc. |
4 |
Councilmark Asset Management, LLC |
4 |
DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF |
4 |
Brookside Capital Management Llc |
4 |
ACSI - ETF Series Solutions - American Customer Satisfaction ETF |
4 |
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A |
4 |
GBSAX - AMERICAN BEACON FUNDS - American Beacon Bahl & Gaynor Small Cap Growth Fund A Class |
4 |
Jnl Series Trust - Jnl/franklin Templeton Global Fund (a) |
4 |
Oak Associates Ltd /oh/ |
4 |
Barden Capital Management, Inc. |
4 |
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class |
4 |
NORTHERN LIGHTS FUND TRUST II - Hodges Small Intrinsic Value Fund Retail Class Shares |
4 |
Ascension Asset Management LLC |
4 |
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund |
4 |
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares |
4 |
MKVHX - MFS SERIES TRUST X - MFS International Large Cap Value Fund R6 |
4 |
MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I |
4 |
Fairview Capital Investment Management, Llc |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class |
4 |
Mcmorgan & Co Llc |
4 |
South Plains Financial, Inc. |
4 |
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R |
4 |
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I |
4 |
Wallington Asset Management, LLC |
4 |
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A |
4 |
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A |
4 |
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A |
4 |
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A |
4 |
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A |
4 |
Rockport Wealth LLC |
4 |
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF |
4 |
GLLAX - Aberdeen Funds - Aberdeen Global Equity Fund Class A |
4 |
Infini Capital Management Ltd |
4 |
PACIFIC FUNDS SERIES TRUST - PF International Large-Cap Fund CLASS P |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class |
4 |
JHGEX - John Hancock Funds II - Global Equity Fund Class A |
4 |
Capital Market Strategies LLC |
4 |
NEIRG Wealth Management, LLC |
4 |
Herr Investment Group LLC |
4 |
CAFG - Pacer Funds Trust - Pacer US Small Cap Cash Cows Growth Leaders ETF |
4 |
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C |
4 |
Stegent Equity Advisors, Inc. |
4 |
Kim, Llc |
4 |
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares |
4 |
Ironbridge Funds, Inc. |
4 |
VELA Funds - VELA Short Duration Fund - Class A |
4 |
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I |
4 |
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y |
4 |
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class |
4 |
W Advisors, Llc |
4 |
Jnl Series Trust - Jnl/wmc Value Fund (a) |
4 |
TWIO - Spinnaker ETF Series - Trajan Wealth Income Opportunities ETF |
4 |
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class |
4 |
Tableaux Llc |
4 |
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio |
4 |
NORTHWESTERN MUTUAL SERIES FUND INC - Emerging Markets Equity Portfolio |
4 |
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class |
4 |
VICTORY VARIABLE INSURANCE FUNDS - Victory Variable Insurance Diversified Stock Fund Class A |
4 |
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF |
4 |
Umpqua Bank |
4 |
JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF |
4 |
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares |
4 |
Pine Haven Investment Counsel, Inc |
4 |
Wealthstream Advisors, Inc. |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y |
4 |
Bristol Advisors, LLC |
4 |
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares |
4 |
FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I |
4 |
Aquire Wealth Advisors, LLC |
4 |
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class |
4 |
Sage Rock Capital Management LP |
4 |
WCG Management, L.P. |
4 |
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF |
4 |
Fort Vancouver Investment Management, LLC |
4 |
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class |
4 |
Private Harbour Investment Management & Counsel, LLC |
4 |
Detalus Advisors, LLC |
4 |
Fractal Investments LLC |
4 |
MFS VARIABLE INSURANCE TRUST II - MFS International Growth Portfolio Initial Class |
4 |
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I |
4 |
Kapstone Financial Advisors LLC |
4 |
Adirondack Funds |
4 |
Atlantic Investment Management Inc |
4 |
MGWAX - MADISON FUNDS - Madison Large Cap Value Fund Large Cap Value Fund Class A |
4 |
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund |
4 |
NORTHWESTERN MUTUAL SERIES FUND INC - Research International Core Portfolio |
4 |
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class |
4 |
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A |
4 |
Passumpsic Savings Bank |
4 |
TT Capital Management LLC |
4 |
Fidelity D & D Bancorp Inc |
4 |
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) |
4 |
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund |
4 |
Capital Planning Advisors, LLC |
4 |
Correct Capital Wealth Management |
4 |
Udine Wealth Management, Inc. |
4 |
Third Avenue Management Llc |
4 |
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF |
4 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 |
4 |
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV |
4 |
Elevation Series Trust - The Opal Dividend Income ETF |
4 |
PBBIX - FundVantage Trust - Polen Upper Tier High Yield Fund Institutional Class |
4 |
QIRIX - AQR Funds - AQR International Relaxed Constraint Equity Fund Class I |
4 |
Genesis Private Wealth, Llc |
4 |
Runnymede Capital Advisors, Inc. |
4 |
Eii Capital Management, Inc. |
4 |
Navis Wealth Advisors, LLC |
4 |
Patron Partners Advisors, Llc |
4 |
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I |
4 |
Oppenheimer Dividend Opportunity Fund |
4 |
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class |
4 |
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio |
4 |
NOIEX - Northern Funds - Northern Income Equity Fund |
4 |
NTZG - Nushares ETF Trust - Nuveen Global Net Zero Transition ETF |
4 |
BESIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Small Cap Growth Fund Class I |
4 |
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C |
4 |
PACIFIC SELECT FUND - International Large-Cap Portfolio Class I |
4 |
Cascade Financial Partners, LLC |
4 |
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF |
4 |
FORH - ETF Opportunities Trust - Formidable ETF |
4 |
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A |
4 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I |
4 |
Bizma Investimentos Ltda |
4 |
Anomaly Capital Management, LP |
4 |
Royce Global Value Trust, Inc. |
4 |
Masso Torrence Wealth Management Inc. |
4 |
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T |
4 |
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A |
4 |
Kensico Capital Management Corp |
4 |
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF |
4 |
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I |
4 |
FOMO - Collaborative Investment Series Trust - FOMO ETF |
4 |
Capital Investment Counsel, LLC |
4 |
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A |
4 |
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A |
4 |
LEPIX - Advisors' Inner Circle Fund III - LEVIN EASTERLY VALUE OPPORTUNITIES FUND Institutional Shares |
4 |
PTWAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM JENNISON 20/20 FOCUS FUND Class A |
4 |
JUCAX - JANUS INVESTMENT FUND - Janus Henderson Absolute Return Income Opportunities Fund Class A |
4 |
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A |
4 |
FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF |
4 |
Three Bridge Wealth Advisors, LLC |
4 |
Orion Investment Co |
4 |
QV Investors Inc. |
4 |
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A |
4 |
Moss Adams Wealth Advisors LLC |
4 |
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I |
4 |
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A |
4 |
JOMMX - Advisers Investment Trust - JOHCM Emerging Markets Small Mid Cap Equity Fund Institutional Shares |
4 |
Western Standard LLC |
4 |
MFS VARIABLE INSURANCE TRUST II - MFS International Intrinsic Value Portfolio Initial Class |
4 |
ADVANCED SERIES TRUST - AST ClearBridge Dividend Growth Portfolio |
4 |
Ulysses Management LLC |
4 |
Caz Investments Lp |
4 |
GAIGX - Gamco International Growth Fund, Inc - Gamco International Growth Fund, Inc Class A |
4 |
Advent/claymore Enhanced Growth & Income Fund |
4 |
Virtus Family Office LLC |
4 |
Sea Otter Advisors LLC |
4 |
Kellett Schaffner Wealth Advisors LLC |
4 |
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares |
4 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I |
4 |
SC&H Financial Advisors, Inc. |
4 |
WXCIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets ex China Growth Fund Class I |
4 |
Biondo Investment Advisors, LLC |
4 |
SFE Investment Counsel |
4 |
Pioneer High Income Trust |
4 |
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF |
4 |
JHVIX - John Hancock Funds II - International Value Fund Class NAV |
4 |
Burling Wealth Partners, Llc |
4 |
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF |
4 |
Deutsche Multi-market Income Trust |
4 |
Twin City Private Wealth, Llc |
4 |
Meridian Management Co |
4 |
Alliance Wealth Advisors, LLC |
4 |
Signature Wealth Management Partners, LLC |
4 |
IJEAX - Voya INVESTORS TRUST - VY(R) JPMorgan Emerging Markets Equity Portfolio Class ADV |
4 |
Hudson Canyon Capital Management |
4 |
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF |
4 |
TUSFX - TRANSAMERICA FUNDS - Transamerica UltraShort Bond I |
4 |
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS International Growth Fund Standard Class |
4 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 |
4 |
Hatteras Funds, LLC |
4 |
MEM - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Active ETF |
4 |
Old Mission Capital, Llc |
4 |
Prossimo Advisors, LLC |
4 |
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF |
4 |
Goldstream Capital Management Ltd |
4 |
One Fin Capital Management LP |
4 |
Rooted Wealth Advisors, Inc. |
4 |
Howard Financial Services, Ltd. |
4 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - International Equity Portfolio Class S |
4 |
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares |
4 |
MYCI - SSGA Active Trust - SPDR SSGA My2029 Corporate Bond ETF |
4 |
Cutler Capital Management, LLC |
4 |
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class |
4 |
First Trust Enhanced Equity Income Fund |
4 |
Sycomore Asset Management |
4 |
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class |
4 |
Frederick Financial Consultants, LLC |
4 |
Wellington Capital Management, Inc. |
4 |
Chemistry Wealth Management LLC |
4 |
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares |
4 |
LVHI - Legg Mason ETF Investment Trust - Legg Mason International Low Volatility High Dividend ETF |
4 |
Northcape Capital Pty Ltd |
4 |
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 |
4 |
Defined Wealth Management, Llc |
4 |
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares |
4 |
Vista Cima Wealth Management LLC |
4 |
Ramius Advisors Llc |
4 |
Elevatus Welath Management |
4 |
Maple Rock Capital Partners Inc. |
4 |
IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF |
4 |
BlackRock ETF Trust - BlackRock Large Cap Core ETF |
4 |
Daruma Capital Management Llc |
4 |
SDMGX - SIT MUTUAL FUNDS INC - Sit Developing Markets Growth Fund |
4 |
European Equity Fund, Inc / Md |
4 |
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I |
4 |
SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund |
4 |
William Harris Investors Inc |
4 |
Align Wealth Management, LLC |
4 |
Maripau Wealth Management Llc |
4 |
Shelter Ins Retirement Plan |
4 |
FSJPX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Japan Stock Index Fund |
4 |
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C |
4 |
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T |
4 |
FSCOX - FIDELITY INVESTMENT TRUST - Fidelity International Small Cap Opportunities Fund |
4 |
Advent Claymore Convertible Securities & Income Fund Ii |
4 |
Greykasell Wealth Strategies, Inc. |
4 |
Xcel Wealth Management, LLC |
4 |
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates |
4 |
BSVSX - BAIRD FUNDS INC - Baird SmallCap Value Fund Investor Class |
4 |
BMVSX - BAIRD FUNDS INC - Baird Small/Mid Cap Value Fund Investor Class |
4 |
Ken Stern & Associates, Inc. |
4 |
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF |
4 |
Oppenheimer Master International Value Fund, Llc |
4 |
SageGuard Financial Group, LLC |
4 |
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares |
4 |
Blue Granite Capital, LLC |
4 |
Crescent Sterling, Ltd. |
4 |
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A |
4 |
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C |
4 |
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R |
4 |
Herzfeld Caribbean Basin Fund Inc |
4 |
Lesa Sroufe & Co |
4 |
Rex Capital Advisors, LLC |
4 |
APEEX - Advisors' Inner Circle Fund III - Aperture Endeavour Equity Fund Class X Shares |
4 |
Wealth Advisors of Iowa, LLC |
4 |
Global Opportunities Portfolio - Global Opportunities Portfolio |
4 |
Horizon Family Wealth, Inc. |
4 |
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio |
4 |
O'Neil Global Advisors, Inc. |
4 |
Henssler Funds Inc |
4 |
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund |
4 |
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF |
4 |
Gagnon Securities Llc |
4 |
Madison Strategic Sector Premium Fund |
4 |
Cornerstone Financial Partners, LLC |
4 |
SOL Capital Management CO |
4 |
JPMORGAN TRUST IV - JPMorgan International Equity Plus Fund Class I |
4 |
Investment Advisory Services Inc /tx /adv |
4 |
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A |
4 |
NIFE - Direxion Shares ETF Trust - Direxion Fallen Knives ETF |
4 |
DFND - Reality Shares ETF Trust - REALITY SHARES DIVCON DIVIDEND DEFENDER ETF |
4 |
Deschaine & Company, Llc |
4 |
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A |
4 |
Arista Wealth Management, LLC |
4 |
MKT Advisors LLC |
4 |
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class |
4 |
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A |
4 |
Newtyn Management, LLC |
4 |
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A |
4 |
Lincoln Capital Corp |
4 |
Westbourne Investments, Inc. |
4 |
Putnam ETF Trust - Putnam PanAgora ESG Emerging Markets Equity ETF - |
4 |
Asset Allocation & Management Company, LLC |
4 |
MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I |
4 |
Sls Management Llc |
4 |
Planning Solutions Group Llc |
4 |
FPRAX - FPA PARAMOUNT FUND INC - FPA Paramount Fund, Inc. |
4 |
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund |
4 |
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF |
4 |
Manhattan West Asset Management, LLC |
4 |
Viawealth, Llc |
4 |
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class |
4 |
Fairhaven Wealth Management, LLC |
4 |
Oregon Pacific Wealth Management, LLC |
4 |
Lane & Associates LLC |
4 |
Stellar Capital Management, LLC |
4 |
Kenfarb & Co. |
4 |
Highland Private Wealth Management |
4 |
Clark Financial Services Group Inc /bd |
4 |
Sagefield Capital LP |
4 |
Putnam ETF Trust - Putnam ESG Ultra Short ETF - |
4 |
Afam Capital, Inc. |
4 |
Fidelity National Financial, Inc. |
4 |
Sandbar Asset Management LLP |
4 |
Cook & Bynum Capital Management, LLC |
4 |
Harbert Fund Advisors, Inc. |
4 |
Argentarii, LLC |
4 |
Stillwater Investment Management, LLC |
4 |
Compton Wealth Advisory Group, LLC |
4 |
Capital Growth Management Lp |
4 |
Private Portfolio Partners Llc |
4 |
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A |
4 |
MAWNX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. All Cap Fund Investor Class |
4 |
Two Creeks Capital Management, LP |
4 |
Aequim Alternative Investments LP |
4 |
Palumbo Wealth Management LLC |
4 |
Franklin Templeton ETF Trust - Franklin Income Focus ETF |
4 |
Hall Private Wealth Advisors |
4 |
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6 |
4 |
Claudia M.p. Batlle, Crp (r) Llc |
4 |
IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF |
4 |
Advisory Resource Group |
4 |
VeraBank, N.A. |
4 |
Windsor Financial Group Llc |
4 |
Verum Partners LLC |
4 |
ICELX - MAINSTAY FUNDS TRUST - MainStay Epoch International Choice Fund Investor Class |
4 |
Needelman Asset Management Inc |
4 |
Cottage Street Advisors LLC |
4 |
Arena Capital Advisors, LLC- CA |
4 |
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class |
4 |
MFS VARIABLE INSURANCE TRUST II - MFS Research International Portfolio Initial Class |
4 |
Delaney Dennis R |
4 |
QSM Asset Management Ltd |
4 |
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares |
4 |
Oppenheimer Series Fund |
4 |
Vollero Beach Capital Partners LLC |
4 |
S.E.E.D. Planning Group LLC |
4 |
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I |
4 |
THLSX - THORNBURG INVESTMENT TRUST - Thornburg Long/Short Equity Fund - Class I |
4 |
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES |
4 |
Archetype Wealth Partners |
4 |
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I |
4 |
GQGPX - Advisors' Inner Circle Fund III - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares |
4 |
Provida Pension Fund Administrator |
4 |
Fermata Advisors, LLC |
4 |
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 |
4 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A |
4 |
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF |
4 |
VNIYX - Advisors' Inner Circle Fund II - VONTOBEL INTERNATIONAL EQUITY FUND Y Shares |
4 |
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I |
4 |
First Citizens Financial Corp |
4 |
Tounjian Advisory Partners, Llc |
4 |
JPIAX - JPMorgan Trust I - JPMorgan Intrepid America Fund Class I |
4 |
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares |
4 |
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund |
4 |
Cedrus LLC |
4 |
TPG Financial Advisors, LLC |
4 |
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF |
4 |
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund |
4 |
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund |
4 |
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C |
4 |
Rockwood Wealth Management, LLC |
4 |
Mosaic Financial Group, Llc |
4 |
FourWorld Capital Management LLC |
4 |
REDW Wealth LLC |
4 |
Lindenwold Advisors |
4 |
Palmer Square Opportunistic Income Fund |
4 |
TBWAX - THORNBURG INVESTMENT TRUST - Thornburg Better World International Fund - Class A |
4 |
KCIIX - Advisors' Inner Circle Fund III - Knights of Columbus International Equity Fund I Shares |
4 |
One68 Global Capital, LLC |
4 |
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class |
4 |
Luts & Greenleigh Group, Inc |
4 |
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund |
4 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A |
4 |
Arvest Investments, Inc. |
4 |
TSMDX - Perpetual Americas Funds Trust - Trillium ESG Small/Mid Cap Fund Institutional Shares |
4 |
EQOP - Natixis ETF Trust II - Natixis U.S. Equity Opportunities ETF |
4 |
Roberts Wealth Advisors, LLC |
4 |
FDEM - FIDELITY COVINGTON TRUST - Fidelity Targeted Emerging Markets Factor ETF |
4 |
Page Arthur B |
4 |
Sender Co & Partners, Inc. |
4 |
SCIJ - Global X Funds - Global X Scientific Beta Japan ETF |
4 |
Roubaix Capital, LLC |
4 |
Weitz Investment Management, Inc. |
4 |
Hugh Johnson Advisors LLC |
4 |
Navigoe, LLC |
4 |
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A |
4 |
Alpine Associates Advisors |
4 |
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV |
4 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Fund VCT Portfolio : Class I |
4 |
Watts Gwilliam & Co., LLC |
4 |
Ninepoint Partners LP |
4 |
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A |
4 |
Five Oceans Advisors |
4 |
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class |
4 |
Capital Management Associates, Inc |
4 |
PFLAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Class A |
4 |
APSAX - Columbia Funds Series Trust II - Columbia Inflation Protected Securities Fund Class A |
4 |
Carbonado Capital |
4 |
ECML - EA Series Trust - Euclidean Fundamental Value ETF |
4 |
Access Financial Services, Inc. |
4 |
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund |
4 |
JOHN HANCOCK VARIABLE INSURANCE TRUST - International Growth Stock Trust Series I |
4 |
Element Wealth, LLC |
4 |
Cove Private Wealth, LLC |
4 |
SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF |
4 |
Financial Partners Group, LLC |
4 |
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF |
4 |
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C |
4 |
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF |
4 |
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A |
4 |
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A |
4 |
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund |
4 |
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A |
4 |
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF |
4 |
Bingham Osborn & Scarborough Llc |
4 |
Goldstein Advisors, LLC |
4 |
Tranquilli Financial Advisor LLC |
4 |
MNESX - MANNING & NAPIER FUND, INC. - Equity Income Series Class S |
4 |
Capital Group KKR Multi-Sector (plus) |
4 |
Ocean Capital Management, LLC |
4 |
Home Federal Bank Of Tennessee |
4 |
Legacy Trust |
4 |
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class |
4 |
Towle & Co |
4 |
GDVD - Principal Exchange-Traded Funds - Principal Active Global Dividend Income ETF |
4 |
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF |
4 |
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A |
4 |
Sage Rhino Capital Llc |
4 |
RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF |
4 |
Harbour Trust & Investment Management Co |
4 |
Harbor Asset Planning, Inc. |
4 |
Saddle Road Partners, LLC |
4 |
Leith Wheeler Investment Counsel Ltd. |
4 |
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES |
4 |
Mkd Wealth Coaches, Llc |
4 |
Enterprise Bank & Trust Co |
4 |
DIAVX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Inflation Adjusted Securities Fund Investor Shares |
4 |
Hillhouse Capital Advisors, Ltd. |
4 |
Piper Sandler & Co. |
4 |
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF |
4 |
Freshford Capital Management, LLC |
4 |
Lgl Partners, Llc |
4 |
Birch Grove Capital LP |
4 |
Rosenblum Silverman Sutton S F Inc /ca |
4 |
LYFE - 2nd Vote Funds - 2ndVote Life Neutral Plus ETF |
4 |
JPMV - iSHARES TRUST - iShares Edge MSCI Min Vol Japan ETF |
4 |
Expect Equity LLC |
4 |
Pioneer Floating Rate Trust |
4 |
EXITX - MANNING & NAPIER FUND, INC. - International Series Class S |
4 |
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF |
4 |
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class |
4 |
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A |
4 |
GSG Advisors LLC |
4 |
EUMV - iSHARES TRUST - iShares Edge MSCI Min Vol Europe ETF |
4 |
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI |
4 |
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class |
4 |
ATAFX - ADVISORS SERIES TRUST - American Trust Allegiance Fund Investor Class |
4 |
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund |
4 |
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P |
4 |
AWTM - Tidal ETF Trust - Aware Ultra-Short Duration Enhanced Income ETF |
4 |
Tweedy, Browne Co LLC |
4 |
Sage Investment Counsel LLC |
4 |
BAFHX - Brown Advisory Funds - Brown Advisory - WMC Strategic European Equity Fund Institutional Shares |
4 |
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class |
4 |
GSFP - Goldman Sachs ETF Trust - Goldman Sachs Future Planet Equity ETF |
4 |
Edge Financial Advisors LLC |
4 |
Round Table Investment Management Company, Lp |
4 |
Ceros Financial Services Inc. |
4 |
Ccg Wealth Management, Llc |
4 |
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF |
4 |
Montrusco Bolton Investments Inc. |
4 |
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF |
4 |
ACLTX - American Century Mutual Funds, Inc. - Nt Growth Fund G Class |
4 |
10Elms LLP |
4 |
OEF - iSHARES TRUST - iShares S&P 100 ETF |
4 |
ANTIPODES PARTNERS Ltd |
4 |
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A |
4 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I |
4 |
Blackston Financial Advisory Group, LLC |
4 |
BlackRock ETF Trust - BlackRock Future Innovators ETF |
4 |
German American Bancorp, Inc. |
4 |
Claar Advisors LLC |
4 |
Shakespeare Wealth Management, Inc. |
4 |
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional |
4 |
Deimos Asset Management LLC |
4 |
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares |
4 |
Wedgewood Investors Inc /pa/ |
4 |
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class |
4 |
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF |
4 |
Harspring Capital Management, LLC |
4 |
Partners Capital Investment Group Llc |
4 |
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares |
4 |
Dupree Financial Group, LLC |
4 |
Core Wealth Partners LLC |
4 |
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional |
4 |
Tt International |
4 |
Baker Boyer National Bank |
4 |
Force Capital Management LLC |
4 |
Dravo Bay Llc |
4 |
Lee Capital Holdings LLC |
4 |
Triodos Investment Management BV |
4 |
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares |
4 |
Kavi Asset Management, LP |
4 |
Hilltop Park Associates LLC |
4 |
Indus Capital Partners, Llc |
4 |
Edmond De Rothschild (monaco) |
4 |
PCJ Investment Counsel Ltd. |
4 |
Kennondale Capital Management LLC |
4 |
Deutsche Global High Income Fund, Inc. |
4 |
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF |
4 |
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF |
4 |
PACIFIC FUNDS SERIES TRUST - PF Growth Fund CLASS P |
4 |
LifePro Asset Management |
4 |
Garnet Equity Capital Holdings, Inc. |
4 |
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A |
4 |
Ayalon Holdings Ltd. |
4 |
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class |
4 |
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A |
4 |
BAFQX - Brown Advisory Funds - Brown Advisory Emerging Markets Select Fund Institutional Shares |
4 |
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund |
4 |
Graham Capital Wealth Management, Llc |
4 |
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N |
4 |
BEEHX - FORUM FUNDS - The BeeHive Fund |
4 |
Miller Financial Services LLC |
4 |
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF |
4 |
Allegiance Financial Group Advisory Services LLC |
4 |
DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares |
4 |
Bouchey Financial Group Ltd |
4 |
DIVS - GUINNESS ATKINSON FUNDS - SmartETFs Dividend Builder ETF |
4 |
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF |
4 |
POEYX - PRINCIPAL FUNDS INC - Origin Emerging Markets Fund Class A |
4 |
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A |
4 |
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A |
4 |
Grant/GrossMendelsohn, LLC |
4 |
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class |
4 |
NCM Capital Management, LLC |
4 |
Financial Council Asset Management Inc |
4 |
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 |
4 |
Steele Capital Management, Inc. |
4 |
Investment Counsel Inc. |
4 |
NSI - Northern Lights Fund Trust IV - National Security Emerging Markets Index ETF |
4 |
DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A |
4 |
Altium Capital Management LP |
4 |
Impax Asset Management LTD |
4 |
GVO Asset Management Ltd |
4 |
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A |
4 |
OAKGX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Fund Investor Class |
4 |
SPRNX - Advisors' Inner Circle Fund II - Sprucegrove International Equity Master Fund |
4 |
Pure Financial Advisors, Inc. |
4 |
Arthur Zaske & Associates, LLC |
4 |
InView Investment Management LLC |
4 |
Professional Planning |
4 |
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF |
4 |
GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I |
4 |
USI - Principal Exchange-Traded Funds - Principal Ultra-Short Active Income ETF |
4 |
Generation Capital Management LLC |
4 |
Sentinel Variable Products Trust |
4 |
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A |
4 |
KINETICS PORTFOLIOS TRUST - Kinetics Multi-Disciplinary Income Portfolio |
4 |
LGSAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Select Equity Fund Class A |
4 |
Ashler Capital Llc |
4 |
New Age Alpha Funds Trust - NAA Allocation Fund Class C |
4 |
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class |
4 |
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IA |
4 |
Verus Financial Partners, Inc. |
4 |
Broadway Wealth Solutions, Inc. |
4 |
MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF |
4 |
Riverview Capital Advisers, LLC |
4 |
Oak Harbor Wealth Partners, Llc |
4 |
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF |
4 |
Inspirion Wealth Advisors, Llc |
4 |
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S |
4 |
Stewardship Financial Advisors, LLC |
4 |
Peninsula Wealth, LLC |
4 |
Pacific Alternative Asset Management Company, Llc |
4 |
Nixon Peabody Trust Co |
4 |
Deutsche Strategic Income Trust |
4 |
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF |
4 |
Vector Wealth Management, Llc |
4 |
FIINX - DELAWARE GROUP EQUITY FUNDS IV - Delaware International Fund Class A |
4 |
Evercore Trust Company, N.A. |
4 |
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund |
4 |
1248 Management, LLC |
4 |
NRES - DBX ETF TRUST - Xtrackers RREEF Global Natural Resources ETF |
4 |
JDIBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value International Fund Class A |
4 |
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF |
4 |
BKUI - BNY Mellon ETF Trust - BNY Mellon Ultra Short Income ETF |
4 |
Jnl Series Trust - Jnl/causeway International Value Select Fund (a) |
4 |
Private Capital Management Llc |
4 |
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1 |
4 |
Jnl Variable Fund Llc - Jnl/mellon Nasdaq 100 Index Fund (a) |
4 |
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF |
4 |
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A |
4 |
Quotient Wealth Partners, LLC |
4 |
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A |
4 |
Gifford Fong Associates |
4 |
TOWER TRUST & INVESTMENT Co |
4 |
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A |
4 |
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A |
4 |
Greytown Advisors Inc. |
4 |
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF |
4 |
Infrastructure Capital Advisors, Llc |
4 |
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A |
4 |
Planning Directions Inc |
4 |
CFSMX - ALPS Series Trust - Clarkston Partners Fund Founders Class |
4 |
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I |
4 |
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A |
4 |
American Economic Planning Group Inc /adv |
4 |
M3 Advisory Group, LLC |
4 |
Miller/howard High Income Equity Fund |
4 |
RNWOX - FINANCIAL INVESTORS TRUST - RONDURE NEW WORLD FUND Investor Class |
4 |
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 |
4 |
HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A |
4 |
HLDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Emerging Markets Local Debt Fund Class A |
4 |
VGDAX - Voya MUTUAL FUNDS - Voya Global Corporate Leaders 100(R) Fund Class A |
4 |
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares |
4 |
FRCEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Covered Call Strategy Fund Class R6 |
4 |
CMH Wealth Management LLC |
4 |
Ayrton Capital LLC |
4 |
Moon Capital Management, LLC |
4 |
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF |
4 |
EFGIX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Global Opportunities Fund Class I |
4 |
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A |
4 |
Paladin Wealth, LLC |
4 |
JOMEX - JOHCM Funds Trust - JOHCM Emerging Markets Small Mid Cap Equity Fund Class Z Shares |
4 |
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II |
4 |
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund |
4 |
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A |
4 |
VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class |
4 |
TMCPX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE MID CAP FUND Class Y |
4 |
Lyell Wealth Management, Lp |
4 |
Canoe Financial LP |
4 |
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A |
4 |
PICAX - PRINCIPAL FUNDS INC - International Small Company Fund Class A |
4 |
Adirondack Retirement Specialists, Inc. |
4 |
PAWZ - PROSHARES TRUST - ProShares Pet Care ETF |
4 |
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A |
4 |
Compass Capital Management, Inc |
4 |
B, B, H, & B Inc. |
4 |
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 |
4 |
Wellspring Financial Advisors, LLC |
4 |
LDRI - Invesco Exchange-Traded Fund Trust II - Invesco LadderRite 0-5 Year Corporate Bond ETF |
4 |
Goodwin Daniel L |
4 |
Stevard, LLC |
4 |
Sand Grove Capital Management LLP |
4 |
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A |
4 |
Boomfish Wealth Group, LLC |
4 |
Brown Miller Wealth Management, LLC |
4 |
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A |
4 |
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C |
4 |
Performa Ltd (US), LLC |
4 |
Vertex Planning Partners, LLC |
4 |
Pollock Investment Advisors, LLC |
4 |
Compass Financial Advisors Llc |
4 |
Qvr Llc |
4 |
Gs Investments, Inc. |
4 |
SEMVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Equity Fund Class A |
4 |
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A |
4 |
Grand Jean Capital Management Inc |
4 |
Triangle Peak Partners, LP |
4 |
Tcfg Wealth Management, Llc |
4 |
EFAD - PROSHARES TRUST - ProShares MSCI EAFE Dividend Growers ETF |
4 |
Boston Research & Management Inc |
4 |
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund |
4 |
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II |
4 |
Barton Investment Management |
4 |
P.R. Herzig & Co. Inc. |
4 |
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A |
4 |
MGIAX - MFS SERIES TRUST X - MFS International Intrinsic Value Fund A |
4 |
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 |
4 |
Stokes Capital Advisors, LLC |
4 |
BUFOX - BUFFALO FUNDS - Buffalo Emerging Opportunities Fund Investor Class |
4 |
GMAYX - GMO TRUST - GMO Small Cap Quality Fund Class I |
4 |
Luxor Capital Group, LP |
4 |
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class |
4 |
USAdvisors Wealth Management, LLC |
4 |
Starr International Co Inc |
4 |
Atalaya Capital Management LP |
4 |
TPG Group Holdings (SBS) Advisors, Inc. |
4 |
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF |
4 |
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) |
4 |
PLADX - Aristotle Funds Series Trust - Aristotle Short Duration Income Fund Class A |
4 |
Impact Investors, Inc |
4 |
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 |
4 |
R.H. Dinel Investment Counsel, Inc. |
4 |
CFBNX - COMMERCE FUNDS - The Bond Fund Shares |
4 |
EDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Emerging Markets Dividend ETF |
4 |
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund |
4 |
Safir Wealth Advisors, LLC |
4 |
HART - IndexIQ ETF Trust - IQ Healthy Hearts ETF |
4 |
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class |
4 |
DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A |
4 |
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 |
4 |
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A |
4 |
Euro Pacific Asset Management, LLC |
4 |
EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF |
4 |
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF |
4 |
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A |
4 |
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A |
4 |
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A |
4 |
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional |
4 |
Ramsey Asset Management |
4 |
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A |
4 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 |
4 |
Fenimore Asset Management Trust |
4 |
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF |
4 |
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A |
4 |
First Farmers & Merchants Bank / Trust |
4 |
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio |
4 |
SFVLX - FINANCIAL INVESTORS TRUST - Seafarer Overseas Value Fund Investor Class |
4 |
Cornerstone Management, Inc. |
4 |
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund |
4 |
Harbert Management Corp |
4 |
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV |
4 |
WDIVX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL DIVIDEND GROWTH FUND Institutional Class Shares |
4 |
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares |
4 |
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class |
4 |
ForthRight Wealth Management, LLC |
4 |
IEV - iSHARES TRUST - iShares Europe ETF |
4 |
Stony Point Wealth Management Inc. |
4 |
Tradition Asset Management Llc |
4 |
TSWMX - JOHCM Funds Trust - TSW Emerging Markets Fund Advisor Shares |
4 |
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 |
4 |
BCIIX - Brown Capital Management Mutual Funds - The Brown Capital Management International Equity Fund Investor Shares |
4 |
Inlight Wealth Management, LLC |
4 |
Putnam High Yield Trust |
4 |
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A |
4 |
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF |
4 |
WICIX - WELLS FARGO FUNDS TRUST - Wells Fargo Special International Small Cap Fund Institutional Class |
4 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I |
4 |
HFEAX - JANUS INVESTMENT FUND - Janus Henderson European Focus Fund Class A |
4 |
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 |
4 |
DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A |
4 |
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class |
4 |
Strategic Advocates LLC |
4 |
IOO - iSHARES TRUST - iShares Global 100 ETF |
4 |
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A |
4 |
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A |
4 |
IVFAX - FEDERATED EQUITY FUNDS - Federated International Strategic Value Dividend Fund Class A Shares |
4 |
Gallagher Benefit Services, Inc. |
4 |
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund |
4 |
Beaumont Asset Management, L.L.C. |
4 |
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A |
4 |
Bristol John W & Co Inc /ny/ |
4 |
Agran Libbie |
4 |
GHTA - Collaborative Investment Series Trust - Goose Hollow Tactical Allocation ETF |
4 |
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A |
4 |
Stony Point Capital LLC |
4 |
CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class |
4 |
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares |
4 |
Lazard Freres Gestion S.A.S. |
4 |
ASUIX - FundVantage Trust - Arabesque Systematic USA Fund Institutional Class |
4 |
Espalier Global Management LLC |
4 |
HEMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Emerging Markets Opportunities Fund Class A |
4 |
Terril Brothers, Inc. |
4 |
Flagship Private Wealth, LLC |
4 |
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF |
4 |
Foundation Asset Management, LP |
4 |
Asset Management Corp /il/ /adv |
4 |
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial |
4 |
SRN Advisors, LLC |
4 |
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A |
4 |
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF |
4 |
Deutsche High Income Trust |
4 |
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A |
4 |
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A |
4 |
SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class |
4 |
Pioneer Trust Bank N A/or |
4 |
Mcdaniel Terry & Co |
4 |
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A |
4 |
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF |
4 |
VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares |
4 |
Vantage Financial Partners, LLC |
4 |
Boulegeris Investments, Inc. |
4 |
FCG Investment Co |
4 |
Consolidated Portfolio Review Corp |
4 |
PBMares Wealth Management LLC |
4 |
VAUGHAN & Co SECURITIES, INC. |
4 |
PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C |
4 |
MRGR - PROSHARES TRUST - ProShares Merger ETF |
4 |
ADVANCED SERIES TRUST - AST Franklin Templeton K2 Global Absolute Return Portfolio |
4 |
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund |
4 |
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV |
4 |
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF |
4 |
Nuveen Credit Opportunities 2022 Target Term Fund |
4 |
TRIGX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Value Equity Fund |
4 |
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 |
4 |
BRLAX - MFS SERIES TRUST IV - MFS Blended Research Global Equity Fund A |
4 |
Ascendant Capital Management, LLC |
4 |
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y |
4 |
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio |
4 |
Community Bank of Raymore |
4 |
NSIVX - North Square Investments Trust - North Square Altrinsic International Equity Fund Class I |
4 |
CGIC - Capital Group International Core Equity ETF - Capital Group International Core Equity ETF Share Class |
4 |
KEAT - EA Series Trust - Keating Active ETF |
4 |
John G Ullman & Associates Inc |
4 |
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class |
4 |
New England Private Wealth Advisors LLC |
4 |
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A |
4 |
HealthCor Management, L.P. |
4 |
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares |
4 |
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional |
4 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 |
4 |
Lilley & Co |
4 |
Crystal Rock Capital Management |
4 |
Miller Value Partners, Llc |
4 |
FMSGX - FRONTIER FUNDS, INC. - Frontier MFG Global Sustainable Fund Institutional Class Shares |
4 |
LZIOX - LAZARD FUNDS INC - Lazard International Equity Portfolio Open Shares |
4 |
EUSM - Strategy Shares - Eventide US Market ETF |
4 |
Clifford Capital Partners Llc |
4 |
Oppenheimer International Bond Fund |
4 |
Nuveen Credit Strategies Income Fund |
4 |
Maia Wealth LLC |
4 |
LZESX - LAZARD FUNDS INC - Lazard International Equity Select Portfolio Open Shares |
4 |
Covenant Asset Management, LLC |
4 |
ABLE Financial Group, LLC |
4 |
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF |
4 |
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF |
4 |
QFFOX - Pear Tree Funds - Pear Tree Axiom Emerging Markets World Equity Fund Ordinary Shares |
4 |
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class |
4 |
Financial Consulate Inc. |
4 |
Arbor Investment Advisors, LLC |
4 |
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares |
4 |
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N |
4 |
MML Series Investment Fund II - MML Inflation-Protected and Income Fund Initial Class |
4 |
UBPIX - Profunds - Ultralatin America Profund Investor Class |
4 |
Mainstream Capital Management LLC |
4 |
Skye Global Management LP |
4 |
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV |
4 |
VICEX - USA MUTUALS - USA Mutuals Vitium Global Fund - Investor Class |
4 |
UUPIX - Profunds - Ultraemerging Markets Profund Investor Class |
4 |
JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class |
4 |
BIIEX - BRANDES INVESTMENT TRUST - Brandes International Equity Fund Class I |
4 |
Klaas Financial Asset Advisors, LLC |
4 |
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A |
4 |
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y |
4 |
Williamson Legacy Group, LLC |
4 |
MRSAX - MFS SERIES TRUST I - MFS Research International Fund A |
4 |
Penn Davis Mcfarland Inc |
4 |
Wincap Financial Llc |
4 |
Ruggaard & Associates LLC |
4 |
Swisher Financial Concepts, Inc. |
4 |
Jordan Park Group LLC |
4 |
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I |
4 |
PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF |
4 |
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class |
4 |
Stamina Capital Management Lp |
4 |
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A |
4 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - CTIVP - Lazard International Equity Advantage Fund Class 1 |
4 |
TANDX - PFS FUNDS - Castle Tandem Fund Institutional |
4 |
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class |
4 |
Oppenheimer Ultra-short Duration Fund |
4 |
Professional Advisory Services Inc |
4 |
Cortland Associates Inc/mo |
4 |
Seven Bridges Advisors LLC |
4 |
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF |
4 |
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares |
4 |
Clovis Capital Management Lp |
4 |
Canandaigua National Trust Co of Florida |
4 |
LAZARD RETIREMENT SERIES INC - Lazard Retirement International Equity Portfolio Service Shares |
4 |
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A |
4 |
Concord Asset Management, LLC/VA |
4 |
VSIEX - JPMorgan Trust I - JPMorgan International Equity Fund Class I |
4 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco International Select Equity Fund Class A |
4 |
SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A |
4 |
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A |
4 |
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF |
4 |
Washington State Investment Board |
4 |
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares |
4 |
Pinney & Scofield, Inc. |
4 |
Ranmore Fund Management Ltd |
4 |
Seamount Financial Group Inc |
4 |
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A |
4 |
PENN SERIES FUNDS INC - Smid Cap Value Fund |
4 |
Luken Investment Analytics, LLC |
4 |
Portland Investment Counsel Inc. |
4 |
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. |
4 |
Alamea Verwaltungs GmbH |
4 |
Santa Barbara Asset Management, Llc |
4 |
Midwest Capital Advisors, LLC |
4 |
JZRO - Janus Detroit Street Trust - Janus Henderson Net Zero Transition Resources ETF |
4 |
McGowan Group Asset Management, Inc. |
4 |
Hc Financial Advisors, Inc. |
4 |
BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF |
4 |
Eldridge Investment Advisors, Inc. |
4 |
Arjuna Capital |
4 |
Bolton Lp |
4 |
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF |
4 |
VGRAX - Aim Sector Funds (invesco Sector Funds) - Invesco Mid Cap Growth Fund Class A |
4 |
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF |
4 |
EVNT - AltShares Trust - AltShares Event-Driven ETF |
4 |
LSTIX - LAZARD FUNDS INC - Lazard Global Strategic Equity Portfolio Institutional Shares |
4 |
QEELX - AQR Funds - AQR Emerging Multi-Style Fund Class I |
4 |
Bigelow Investment Advisors, LLC |
4 |
ACLLX - American Century Capital Portfolios Inc - Nt Large Company Value Fund G Class |
4 |
FEDERATED CORE TRUST - Federated Bank Loan Core Fund |
4 |
Provident Investment Management, Inc. |
4 |
Elevated Capital Advisors, LLC |
4 |
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) |
4 |
Baltimore Capital Management, Inc |
4 |
SMTH - ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF |
4 |
Forbes J M & Co Llp |
4 |
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A |
4 |
Commonwealth Retirement Investments LLC |
4 |
Elyxium Wealth, LLC |
4 |
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund |
4 |
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund |
4 |
Bright Futures Wealth Management, LLC. |
4 |
SevenOneSeven Capital Management |
4 |
Monticello Wealth Management, Llc |
4 |
Sheffield Asset Management, L.L.C. |
4 |
Nova R Wealth, Inc. |
4 |
VTRN - Victory Portfolios II - VictoryShares Top Veteran Employers ETF |
4 |
Harvey Partners, LLC |
4 |
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class |
4 |
AWRIX - American Century Variable Portfolios Inc - Vp Growth Fund Class I |
4 |
Bennicas & Associates, Inc. |
4 |
NZRO - Strategy Shares - Strategy Shares Halt Climate Change ETF |
4 |
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF |
4 |
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund |
4 |
Salient Private Client, Llc |
4 |
Profunds - Profund Vp Emerging Markets |
4 |
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 |
4 |
DURAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG International Core Equity Fund Class A |
4 |
Soundwatch Capital LLC |
4 |
Semper Trust Co. |
4 |
CNUSX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group International Equity Fund Share class |
4 |
Argus Investors' Counsel, Inc. |
4 |
White Knight Strategic Wealth Advisors, LLC |
4 |
My Legacy Advisors, LLC |
4 |
Waycross Partners, Llc |
4 |
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y |
4 |
Greenspring Advisors, LLC |
4 |
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB |
4 |
Slotnik Capital, LLC |
4 |
Emerald Advisors, LLC |
4 |
Diversified Enterprises, LLC |
4 |
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S |
4 |
Heritage Way Advisors, LLC |
4 |
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional |
4 |
Satuit Capital Management Trust |
4 |
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares |
4 |
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class |
4 |
Seneca Capital Investments, L.p. |
4 |
Bpv Family Of Funds |
4 |
Virtus Total Return Fund |
4 |
Oppenheimer Global High Yield Fund |
4 |
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares |
4 |
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class |
4 |
Alta Wealth Advisors LLC |
4 |
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A |
4 |
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) |
4 |
Prosperitas Financial LLC |
4 |
Southeastern Asset Management Inc/tn/ |
4 |
BOS Asset Management, LLC |
4 |
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares |
4 |
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund |
4 |
Venator Capital Management Ltd. |
4 |
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares |
4 |
Foxby Corp. |
4 |
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class |
4 |
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund |
4 |
LVLAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Low Volatility Emerging Markets Fund Class A |
4 |
ZDIVX - Investment Managers Series Trust - Zacks Dividend Fund Investor Class |
4 |
Brophy Wealth Management, LLC |
4 |
SGL Investment Advisors, Inc. |
4 |
Slagle Financial, LLC |
4 |
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A |
4 |
Pear Tree Advisors Inc |
4 |
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C |
4 |
Edgar Lomax Co/va |
4 |
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF |
4 |
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class |
4 |
Philadelphia International Advisors Lp |
4 |
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A |
4 |
Morey & Quinn Wealth Partners, LLC |
4 |
Colony Family Offices, LLC |
4 |
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund |
4 |
FMIJX - FMI FUNDS INC - International Fund Investor Class |
4 |
Appaloosa Management Lp |
4 |
New Mountain Vantage Advisers, L.l.c. |
4 |
Veritas Investment Management (UK) Ltd |
4 |
Manteio Capital LLC |
4 |
MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares |
4 |
EQ ADVISORS TRUST - EQ/MFS International Growth Portfolio Class IA |
4 |
Members Capital Advisors Inc |
4 |
Inspire Trust Co, N.a. |
4 |
BERIX - Chartwell Funds - Berwyn Income Fund |
4 |
COBYX - Cook & Bynum Funds Trust - The Cook & Bynum Fund |
4 |
PACIFIC FUNDS SERIES TRUST - PF Mid-Cap Equity Fund CLASS P |
4 |
VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares |
4 |
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A) |
4 |
ABIAX - AB TRUST - AB International Value Fund Class A |
4 |
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R |
4 |
GQETX - GMO TRUST - GMO Quality Fund Class III |
4 |
JNL SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) |
4 |
TOKE - Cambria ETF Trust - Cambria Cannabis ETF |
4 |
FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional |
4 |
Capital Advisors Wealth Management, LLC |
4 |
Infini Master Fund |
4 |
Kingstone Capital Partners Texas, LLC |
4 |
MEMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets ex China Active ETF |
4 |
Paragon Advisors, LLC |
4 |
Berwyn Funds |
4 |
Relyea Zuckerberg Hanson LLC |
4 |
Sharp Financial Services, LLC |
4 |
VICTORY VARIABLE INSURANCE FUNDS - Victory RS International VIP Series Class I |
4 |
Oppenheimer Main Street Small Cap Fund |
4 |
Lodge Hill Capital, LLC |
4 |
LGGAX - Legg Mason Global Asset Management Trust - ClearBridge International Growth Fund Class A |
4 |
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A |
4 |
Claren Road Asset Management, LLC |
4 |
CIGYX - AB CAP FUND, INC. - AB Concentrated International Growth Portfolio Advisor Class |
4 |
Greenwich Investment Management, Inc. |
4 |
Route One Investment Company, L.P. |
4 |
Western Asset Corporate Loan Fund Inc. |
4 |
WBIE - Absolute Shares Trust - WBI BullBear Rising Income 3000 ETF |
4 |
WEHIX - WEITZ FUNDS - Hickory Fund |
4 |
Rip Road Capital Partners LP |
4 |
EFGAX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Global Opportunities Fund Class A |
4 |
Steben Alternative Investment Funds |
4 |
Elliott Management Corporation |
4 |
EXOSX - MANNING & NAPIER FUND, INC. - Overseas Series Class I |
4 |
Montis Financial, LLC |
4 |
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund |
4 |
VLCCX - VALIC Co I - Large Cap Core Fund |
4 |
BGLBX - BMO FUNDS, INC. - BMO Global Low Volatility Equity Fund Class I |
4 |
Conscious Wealth Investments, Llc |
4 |
Paragon Private Wealth Management, LLC |
4 |
Fiduciary Management Inc /wi/ |
4 |
PACA - DBX ETF TRUST - Xtrackers MSCI Latin America Pacific Alliance ETF |
4 |
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF |
4 |
SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S |
4 |
Shepherd Financial Partners LLC |
4 |
Independence Capital Asset Partners, LLC |
4 |
National Investment Services of America, LLC |
4 |
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF |
4 |
ADOAX - NORTHERN LIGHTS FUND TRUST III - ACM Dynamic Opportunity Fund Class A Shares |
4 |
Touradji Capital Management, Lp |
4 |
Martin & Co Inc /tn/ |
4 |
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R |
4 |
Birch Capital Management, LLC |
4 |
V2 Capital, LLC |
4 |
Eagle Capital Appreciation Fund |
4 |
GETCO Holding Company, LLC |
4 |
Shelton Wealth Management, Llc |
4 |
Real Talk Capital, LLC |
4 |
3D/L Capital Management, LLC |
4 |
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C |
4 |
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative |
4 |
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF |
4 |
Peak Retirement Planning, Inc. |
4 |
Messner & Smith Theme Value Investment Management Ltd /ca/ |
4 |
Energy Opportunities Capital Management, LLC |
4 |
EQ ADVISORS TRUST - EQ/MFS International Value Portfolio Class IB |
4 |
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF |
4 |
Staton Financial Advisors, Llc |
4 |
JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A |
4 |
Legacy CG, LLC |
4 |
Uhlmann Price Securities, Llc |
4 |
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A |
4 |
Forty4 Asset Management LLC |
4 |
FLMX - Franklin Templeton ETF Trust - Franklin FTSE Mexico ETF |
4 |
MGRAX - MFS SERIES TRUST X - MFS International Growth Fund A |
4 |
National Rural Electric Cooperative Association |
4 |
Integrity Advisory, LLC |
4 |
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial |
4 |
CG Asset Management LLC |
4 |
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class |
4 |
Monterey Private Wealth, Inc. |
4 |
HAIGX - HARBOR FUNDS - Harbor International Growth Fund Institutional Class |
4 |
Kuhn & Co Investment Counsel |
4 |
Lountzis Asset Management, Llc |
4 |
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A |
4 |
GRNB - VanEck Vectors ETF Trust - VanEck Vectors Green Bond ETF |
4 |
WTMCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Mid Cap Value Dividend Fund -Retail Class |
4 |
Hays Advisory Llc |
4 |
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class |
4 |
Amida Capital Management II, LLC |
4 |
HORAN Wealth, LLC |
4 |
SAESX - SUNAMERICA EQUITY FUNDS - AIG Japan Fund Class A |
4 |
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class |
4 |
Triad Financial Advisors, Inc. |
4 |
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares |
4 |
SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I |
4 |
Principal Diversified Select Real Asset Fund |
4 |
HDEF - DBX ETF TRUST - Xtrackers MSCI EAFE High Dividend Yield Equity ETF |
4 |
Generali Investments, Management Co LLC |
4 |
ZEMIX - Advisors' Inner Circle Fund III - Ninety One Emerging Markets Equity Fund I Shares |
4 |
Elite Financial, Inc. |
4 |
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A |
4 |
Black Creek Investment Management Inc. |
4 |
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio |
4 |
ECON - Columbia ETF Trust II - Columbia Emerging Markets Consumer ETF |
4 |
Jasper Ridge Partners, L.P. |
4 |
Hartz Capital, Inc. |
4 |
BGVIX - BRANDES INVESTMENT TRUST - Brandes Global Equity Fund Class I |
4 |
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 |
4 |
Integral Investment Advisors, Inc. |
4 |
Hummer Financial Advisory Services Inc |
4 |
RKL Wealth Management LLC |
4 |
FIISX - First Investors Equity Funds - First Investors Global Fund Class A |
4 |
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares |
4 |
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I |
4 |
GBUY - Goldman Sachs ETF Trust - Goldman Sachs Motif New Age Consumer ETF |
4 |
Berry Street Capital Management LLP |
4 |
First Wilshire Securities Management Inc |
4 |
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N |
4 |
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C |
4 |
Abel Hall, LLC |
4 |
Commons Capital, Llc |
4 |
HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF |
4 |
POPFX - Managed Portfolio Series - Prospector Opportunity Fund |
4 |
Blue Clay Capital Management, LLC |
4 |
City Financial Investment Co Ltd |
4 |
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A |
4 |
GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A |
4 |
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund |
4 |
Scott Marsh Financial, LLC |
4 |
Sax Wealth Advisors, Llc |
4 |
Horan Capital Management |
4 |
Powell Investment Advisors, LLC |
4 |
Morris Capital Advisors, LLC |
4 |
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
4 |
DW Partners, LP |
4 |
Fullcircle Wealth Llc |
4 |
Sunpointe, LLC |
4 |
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class |
4 |
Able Wealth Management LLC |
4 |
united american securities inc. (d/b/a uas asset management) |
4 |
AidennLair Capital Management LP |
4 |
MMCAP International Inc. SPC |
4 |
Novak & Powell Financial Services, Inc. |
4 |
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares |
4 |
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class |
4 |
Barrington Strategic Wealth Management Group LLC |
4 |
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 |
4 |
Must Asset Management Inc. |
4 |
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund |
4 |
Clear Sky Advisers, LLC |
4 |
Peg Capital Management Inc /nh/ |
4 |
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund |
4 |
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund |
4 |
WAAEX - WASATCH FUNDS TRUST - Wasatch Small Cap Growth Fund Investor Class shares |
4 |
MBL Wealth, LLC |
4 |
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class |
4 |
Constitution Capital LLC |
4 |
FEMR - FIDELITY COVINGTON TRUST - Fidelity Enhanced Emerging Markets ETF |
4 |
IGNCX - IVY FUNDS - Delaware Ivy Natural Resources Fund Class C |
4 |
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES |
4 |
JRNY - ALPS ETF Trust - ALPS Global Travel Beneficiaries ETF |
4 |
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
4 |
VNGYX - Advisors' Inner Circle Fund II - Vontobel Global Equity Fund Y Shares |
4 |
ICDAX - IVY FUNDS - Delaware Ivy International Value Fund Class A |
4 |
BSMC - 2023 ETF Series Trust - Brandes U.S. Small-Mid Cap Value ETF |
4 |
Richard P Slaughter Associates Inc |
4 |
EVR Research LP |
4 |
Riverpoint Wealth Management Holdings, LLC |
4 |
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A |
4 |
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV |
4 |
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares |
4 |
Rede Wealth, LLC |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class |
4 |
SEG Partners Long/Short Equity Fund |
4 |
Goldman Sachs Asset Management, L.p. |
4 |
Hansberger Global Investors Inc/fl |
4 |
BLACKROCK FUNDS - BlackRock Emerging Markets ex-China Fund Investor A |
4 |
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF |
4 |
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A |
4 |
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA |
4 |
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A |
4 |
Q Global Advisors, LLC |
3 |
Circle Road Advisors Lp |
3 |
Berylson Capital Partners, Llc |
3 |
Root Financial Partners, LLC |
3 |
Silver Rock Financial LP |
3 |
Aspen Wealth Strategies, LLC |
3 |
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund |
3 |
BlueDrive Global Investors LLP |
3 |
PRIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Discovery Fund |
3 |
Snyder Capital Management L P |
3 |
Victory Financial Group, Llc |
3 |
Thames Capital Management Llc |
3 |
Global Value Investment Corp. |
3 |
Brown Shipley& Co Ltd |
3 |
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class |
3 |
Cerrano Capital Management Lp |
3 |
Welch Capital Partners Llc/ny |
3 |
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF |
3 |
Guggenheim Taxable Municipal Managed Duration Trust |
3 |
SCP Investment, LP |
3 |
Melqart Asset Management (uk) Ltd |
3 |
PRCNX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Disciplined Equity Fund |
3 |
Running Point Capital Advisors, LLC |
3 |
Unio Capital LLC |
3 |
PBFRX - Victory Portfolios IV - Victory Pioneer Bond Fund Class R |
3 |
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July |
3 |
RPIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Growth Equity Fund |
3 |
UEPIX - Profunds - Europe 30 Profund Investor Class |
3 |
Source Financial Advisors LLC |
3 |
Corps Capital Advisors, LLC |
3 |
Bell & Brown Wealth Advisors, Llc |
3 |
Klr Investment Advisors, Llc |
3 |
Bernicke Wealth Management, Ltd. |
3 |
Noble Wealth Management PBC |
3 |
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class |
3 |
Samson Rock Capital LLP |
3 |
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A |
3 |
MayTech Global Investments, LLC |
3 |
1858 Wealth Management, Llc |
3 |
Khp Capital, Llc |
3 |
Beddow Capital Management Inc |
3 |
Bond & Devick Financial Network, Inc. |
3 |
Wealth Management Partners, LLC |
3 |
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) |
3 |
Nan Shan Life Insurance Co., Ltd. |
3 |
GTDDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Developing Markets Fund Class A |
3 |
Bridge City Capital, LLC |
3 |
Financial Harvest, LLC |
3 |
Brookwood Investment Group LLC |
3 |
DPEGX - DELAWARE POOLED TRUST - Macquarie Emerging Markets Portfolio II DPT CLASS |
3 |
Bordeaux Wealth Advisors LLC |
3 |
DPDEX - DELAWARE POOLED TRUST - Macquarie Large Cap Value Portfolio DPT CLASS |
3 |
IXSE - WisdomTree Trust - WisdomTree India ex-State-Owned Enterprises Fund N/A |
3 |
FEMS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets Small Cap AlphaDEX Fund |
3 |
Domini Social Investments Llc |
3 |
SNOAX - TRUST FOR PROFESSIONAL MANAGERS - Snow Capital Long/Short Opportunity Fund - Class A Shares |
3 |
Advanced Series Trust - Ast Mfs Growth Portfolio |
3 |
Swan Global Investments, LLC |
3 |
Polymer Capital Management (HK) LTD |
3 |
ATDAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Endeavor Fund Class A |
3 |
Compass Planning Associates Inc |
3 |
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A |
3 |
Idaho Trust Bank |
3 |
DDD Partners, LLC |
3 |
Holistic Planning, LLC |
3 |
BHK Investment Advisors, LLC |
3 |
Baugh & Associates, LLC |
3 |
Compass Capital Corp /ma/ /adv |
3 |
Brightline Capital Management, Llc |
3 |
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A |
3 |
PAPPX - Papp Investment Trust - Papp Small & Mid-Cap Growth Fund |
3 |
LOPPTY - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Opportunity Fund |
3 |
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A |
3 |
Ewa, Llc |
3 |
Nicollet Investment Management, Inc. |
3 |
Aufman Associates Inc |
3 |
EVLMC - Eaton Vance NextShares Trust II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares |
3 |
Sage Financial Management Group, Inc. |
3 |
PGJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Golden Dragon China ETF |
3 |
ASCTX - AMG Funds IV - AMG Managers Silvercrest Small Cap Fund CLASS N SHARES |
3 |
Gill Capital Partners, Llc |
3 |
Harvest Investment Advisors, LLC |
3 |
Optima Capital Llc |
3 |
Lakeridge Wealth Management LLC |
3 |
Zega Financial, LLC |
3 |
DoubleLine Yield Opportunities Fund |
3 |
CAMGX - Advisors' Inner Circle Fund - Cambiar Global Equity Fund Investor Class Shares |
3 |
Financial Management Network Inc |
3 |
Winton Series Trust |
3 |
Citizens & Northern Corp |
3 |
VETS - Pacer Funds Trust - Pacer Military Times Best Employers ETF |
3 |
Davlin Philanthropic Funds |
3 |
RAIIX - MANNING & NAPIER FUND, INC. - Rainier International Discovery Series Class I |
3 |
ICOW - Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF |
3 |
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund |
3 |
FBZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Brazil AlphaDEX Fund |
3 |
Morgan Stanley Select Dimensions Investment Series |
3 |
Oppenheimer Small Cap Value Fund |
3 |
Jpmorgan China Region Fund, Inc. |
3 |
Abacus Wealth Partners, LLC |
3 |
Anandar Capital Management LP |
3 |
Scharf Investments, Llc |
3 |
GLIN - VanEck Vectors ETF Trust - VanEck Vectors India Small-Cap Index ETF |
3 |
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund |
3 |
PRIJX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Discovery Stock Fund |
3 |
PZVEX - ADVISORS SERIES TRUST - Pzena Emerging Markets Value Fund Investor Class |
3 |
Silver Coast Investments LLC |
3 |
Blackrock Defined Opportunity Credit Trust |
3 |
IAM Advisory, LLC |
3 |
FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund |
3 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Emerging Markets Innovators Fund Class R6 |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I |
3 |
Stonebridge Financial Planning Group, LLC |
3 |
Morgan Creek Global Equity Long/short Institutional Fund |
3 |
Connolly Sarah T. |
3 |
Peak Capital Management Llc |
3 |
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund |
3 |
CWSIX - Chartwell Funds - Chartwell Small Cap Value Fund |
3 |
PZVLX - ADVISORS SERIES TRUST - Pzena Long/Short Value Fund Investor Class |
3 |
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A |
3 |
Tatro Capital, LLC |
3 |
ABVAX - AB TRUST - AB Value Fund Class A |
3 |
Oppenheimer Commodity Strategy Total Return Fund |
3 |
Para Advisors Llc |
3 |
Epiq Partners, Llc |
3 |
Red Spruce Capital, LLC |
3 |
Asia Pacific Fund Inc |
3 |
Ball & Co Wealth Management Inc. |
3 |
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF |
3 |
Disciplined Growth Investors Inc /mn |
3 |
Proquility Private Wealth Partners, LLC |
3 |
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares |
3 |
BRAMX - Blackrock Allocation Target Shares - Bats Series M |
3 |
Legacy Wealth Partners, Inc. |
3 |
Equity Investment Corp/ga |
3 |
Johnson Bixby & Associates, LLC |
3 |
GMEZX - GuideStone Funds - Impact Equity Fund Investor |
3 |
FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class |
3 |
Ab Multi-manager Alternative Fund |
3 |
Atlas Wealth LLC |
3 |
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A |
3 |
Brahman Capital Corp. |
3 |
Bennett Lawrence Management L L C/ny |
3 |
KWB Wealth |
3 |
Everest Capital Llc |
3 |
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A |
3 |
Cerro Pacific Wealth Advisors LLC |
3 |
SilverOak Wealth Management LLC |
3 |
Cambridge Financial Group, Inc. |
3 |
Doubleline Income Solutions Fund |
3 |
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 |
3 |
EURZ - DBX ETF TRUST - Xtrackers Eurozone Equity ETF |
3 |
Institutional Capital Llc |
3 |
Leonetti & Associates, LLC |
3 |
MIG Capital, LLC |
3 |
SISLX - SCM Trust - Shelton International Select Equity Fund Investor Class |
3 |
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES |
3 |
United Advisor Group, LLC |
3 |
Sunbeam Capital Management, LLC |
3 |
Prudent Man Investment Management, Inc. |
3 |
Allegiant Private Advisors, LLC |
3 |
SDIVX - Stock Dividend Fund, Inc. - Stock Dividend Fund, Inc. |
3 |
Veritas Investment Partners (UK) Ltd. |
3 |
Sprucegrove Investment Management Ltd |
3 |
Venator Management LLC |
3 |
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class |
3 |
PIMCO Energy & Tactical Credit Opportunities Fund |
3 |
EMJ Capital Ltd. |
3 |
Oak Family Advisors, Llc |
3 |
COBYX - World Funds Trust - The Cook & Bynum Fund |
3 |
PACIFIC FUNDS SERIES TRUST - PF Large-Cap Value Fund CLASS P |
3 |
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3 |
3 |
McGinn Investment Management, Inc. |
3 |
Cassia Capital Partners, LLC |
3 |
PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A |
3 |
Rivulet Capital, Llc |
3 |
Juncture Wealth Strategies, Llc |
3 |
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares |
3 |
Courage Capital Management Llc |
3 |
RYDEX VARIABLE TRUST - Europe 1.25x Strategy Fund Variable Annuity |
3 |
ParenteBeard Wealth Management, LLC |
3 |
Cartenna Capital, LP |
3 |
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I |
3 |
Hansberger Growth Investors, Lp |
3 |
RHJMX - Advisors' Inner Circle Fund - Rice Hall James Small Cap Portfolio Institutional Class Shares |
3 |
Corundum Group, Inc. |
3 |
Winmill & Co. Inc |
3 |
BOSS - Global X Funds - Global X Founder-Run Companies ETF |
3 |
Challenger Wealth Management |
3 |
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class |
3 |
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I |
3 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 High Yield Corporate Bond ETF |
3 |
LGROW - First Investors Life Series Funds - First Investors Life Series Growth & Income Fund |
3 |
Invictus Private Wealth, Llc |
3 |
SPQQ - Siren ETF Trust - Siren Large Cap Blend Index ETF |
3 |
Commonwealth Opportunity Capital Gp Llc |
3 |
Sweeney & Michel, Llc |
3 |
Alliance Wealth Management Group |
3 |
Paul Damon & Associates, Inc. |
3 |
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A |
3 |
Samsung Asset Management (New York), Inc. |
3 |
Moller Financial Services |
3 |
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund |
3 |
AWWIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS INTERNATIONAL GROWTH FUND Institutional Class Shares |
3 |
LCCS - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Covered Call Strategy Fund |
3 |
Vinland Capital Management Gestora de Recursos LTDA. |
3 |
BCS Wealth Management |
3 |
Napa Wealth Management |
3 |
Disciplined Investors, L.L.C. |
3 |
HDPSX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Cap Fund Retail Class |
3 |
Compton Financial Group, LLC |
3 |
BINV - 2023 ETF Series Trust - Brandes International ETF |
3 |
2Xideas AG |
3 |
Kavilco Inc/wa/ |
3 |
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class |
3 |
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund |
3 |
One Charles Private Wealth Services, LLC |
3 |
WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares |
3 |
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF |
3 |
Castellan Group, LLC |
3 |
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class |
3 |
Three Bays Capital Lp |
3 |
HASOX - HARBOR FUNDS - Harbor Small Cap Growth Opportunities Fund Institutional Class |
3 |
Cloverfields Capital Group, Lp |
3 |
One01 Capital, LP |
3 |
WAMCX - WASATCH FUNDS TRUST - Wasatch Ultra Growth Fund Investor Class shares |
3 |
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund |
3 |
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A |
3 |
Merewether Investment Management, LP |
3 |
Indie Asset Partners, LLC |
3 |
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares |
3 |
Matthew Goff Investment Advisor, LLC |
3 |
RD Lewis Holdings, Inc. |
3 |
Wealth Dimensions Group, Ltd. |
3 |
GMOI - 2023 ETF Series Trust II - GMO International Value ETF |
3 |
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares |
3 |
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF |
3 |
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares |
3 |
Mayfair Advisory Group, LLC |
3 |
Hudson Value Partners, LLC |
3 |
Round Rock Advisors, LLC |
3 |
Johnson Financial Group, LLC |
3 |
GTAGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Mid Cap Core Equity Fund Class A |
3 |
Bls Capital Fondsmaeglerselskab A/s |
3 |
Copperleaf Capital, LLC |
3 |
Purus Wealth Management, LLC |
3 |
IEMSX - NORTHERN LIGHTS FUND TRUST III - ABS Insights Emerging Markets Fund Super Institutional Class Shares |
3 |
PPGVX - Datum One Series Trust - Phaeacian Global Value Fund Institutional Class Shares |
3 |
FPIKX - FIRST INVESTORS EQUITY FUNDS - First Investors Premium Income Fund Class A |
3 |
Jackson Credit Opportunities Fund |
3 |
Lazari Capital Management, Inc. |
3 |
Gladstone Capital Management LLP |
3 |
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares |
3 |
Temasek Holdings (Private) Ltd |
3 |
VCAR - Simplify Exchange Traded Funds - Simplify Volt RoboCar Disruption and Tech ETF |
3 |
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF |
3 |
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I |
3 |
VCKSX - VIRTUS EQUITY TRUST - Virtus KAR Small-Mid Cap Growth Fund Class C |
3 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD |
3 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD |
3 |
Lakeshore Capital Group, Inc. |
3 |
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I |
3 |
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I |
3 |
Croban |
3 |
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF |
3 |
Ashburton (Jersey) Ltd |
3 |
Trust Asset Management LLC |
3 |
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class |
3 |
Williams Financial, LLC |
3 |
Horizon Investment Services, LLC |
3 |
FT Vest Total Return Income Fund: Series A3 |
3 |
FT Vest Hedged Equity Income Fund: Series A3 |
3 |
Tema ETF Trust - Tema Luxury ETF |
3 |
Hellman Jordan Management Co Inc /ma/ |
3 |
Capital Advantage, Inc. |
3 |
Banco BTG Pactual SA |
3 |
CMT Capital Markets Trading GmbH |
3 |
BKIV - BNY Mellon ETF Trust - BNY Mellon Innovators ETF |
3 |
Absoluto Partners Gestao de Recursos Ltda |
3 |
HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class |
3 |
Geier Asset Management, Inc. |
3 |
Scotia Asset Management L.P. |
3 |
Firethorn Wealth Partners, Llc |
3 |
R. W. Roge & Company, Inc. |
3 |
PACIFIC SELECT FUND - International Value Portfolio Class I |
3 |
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class |
3 |
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC |
3 |
Leigh Baldwin & Co., Llc |
3 |
Lorne Steinberg Wealth Management Inc. |
3 |
True Vision MN LLC |
3 |
Nuveen Short Duration Credit Opportunities Fund |
3 |
PIGDX - Federated Adviser Series - Federated International Growth Fund Class C Shares |
3 |
Yeomans Consulting Group, Inc. |
3 |
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares |
3 |
Nautilus Advisors LLC |
3 |
Nuveen Floating Rate Income Opportunity Fund |
3 |
Austin Private Wealth, LLC |
3 |
Watchman Group, Inc. |
3 |
Rollins Financial |
3 |
Gavea Investimentos Ltda |
3 |
COMMERCE FUNDS - The MidCap Value Fund Shares |
3 |
Intrepid Capital Management Inc /de/ |
3 |
Sunnymeath Asset Management, Inc. |
3 |
IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF |
3 |
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A |
3 |
North Square Investments Trust - North Square McKee Bond Fund Class I |
3 |
Trees Investment Counsel Llc |
3 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF |
3 |
Cooksen Wealth, LLC |
3 |
Pinpoint Asset Management Ltd |
3 |
waypoint wealth counsel |
3 |
Kcg Americas Llc |
3 |
CMG Global Holdings, LLC |
3 |
Harrell Investment Partners, Llc |
3 |
PHSWX - MSS Series Trust - Parvin Hedged Equity Solari World Fund |
3 |
Uniting Wealth Partners, LLC |
3 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 |
3 |
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF |
3 |
Ironridge Global IV, Ltd. |
3 |
Lazard World Dividend & Income Fund, Inc. |
3 |
Nuveen Floating Rate Income Fund |
3 |
AQDIX - AMERICAN BEACON FUNDS - American Beacon Alpha Quant Dividend Fund Institutional Class |
3 |
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund |
3 |
Integrated Quantitative Investments LLC |
3 |
WASOX - BOSTON TRUST WALDEN FUNDS - Walden Small Cap Fund |
3 |
AAEYX - Adviser Managed Trust - Core Fixed Income Fund |
3 |
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF |
3 |
FHCOX - Federated Hermes Adviser Series - Federated Hermes Conservative Microshort Fund Institutional Shares |
3 |
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund |
3 |
Kingdom Financial Group LLC. |
3 |
GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF |
3 |
LLINX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners International Fund |
3 |
HNFIX - HARBOR FUNDS - Harbor Focused International Fund Investor Class |
3 |
Edmonds Duncan Registered Investment Advisors, LLC |
3 |
GVDSX - FEDERATED EQUITY FUNDS - Federated Global Strategic Value Dividend Fund Class A Shares |
3 |
Southridge Partners Ii Lp |
3 |
Rahlfs Capital, Llc |
3 |
QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF |
3 |
Jnl Series Trust - Jnl/s&p Mid 3 Fund (a) |
3 |
Nuveen Senior Income Fund |
3 |
Lord Abbett Developing Growth Fund, Inc. |
3 |
Navalign, LLC |
3 |
VIDGX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Growth Fund Investor Shares |
3 |
Walkner Condon Financial Advisors LLC |
3 |
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia |
3 |
LCM Capital Management Inc |
3 |
Camden National Corp |
3 |
St. Clair Advisors, LLC |
3 |
Oaktree Funds |
3 |
Fortune Financial Advisors, LLC |
3 |
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 |
3 |
Seven Mile Advisory |
3 |
Pilgrim Partners Asia Pte Ltd |
3 |
P.a.w. Capital Corp |
3 |
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV |
3 |
DLK Investment Management, LLC |
3 |
Fi3 FINANCIAL ADVISORS, LLC |
3 |
FSKLX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Low Volatility Index Fund |
3 |
NWZLX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis All Cap Growth Fund Class A |
3 |
Total Wealth Planning & Management, Inc. |
3 |
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF |
3 |
Destrier Capital Management Llc |
3 |
GGIIX - GuideStone Funds - Global Impact Fund Investor |
3 |
Solel Partners LP |
3 |
DWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR (R) S&P (R) International Dividend ETF |
3 |
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF |
3 |
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) |
3 |
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I |
3 |
Fox Hill Wealth Management |
3 |
GGLCX - Gamco Global Series Funds, Inc - Gabelli International Small Cap Fund Class C |
3 |
Odey Asset Management LLP |
3 |
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV |
3 |
CENTX - NORTHERN LIGHTS FUND TRUST III - Centerstone Investors Fund Class I |
3 |
BlackRock Innovation & Growth Trust |
3 |
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A |
3 |
Dreyfus Funds Inc |
3 |
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class |
3 |
MGB Wealth Management, LLC |
3 |
NB Crossroads Private Markets Access Fund LLC |
3 |
SSSFX - Advisors' Inner Circle Fund III - SouthernSun Small Cap Fund Class N Shares |
3 |
INFL - Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF |
3 |
Palogic Value Management, L.P. |
3 |
PSH - PGIM ETF TRUST - PGIM Short Duration HIgh Yield ETF |
3 |
Staar Investment Trust |
3 |
IRUNX - IVY FUNDS - Ivy ProShares Russell 2000 Dividend Growers Index Fund Class N |
3 |
WHGLX - Advisors' Inner Circle Fund - Westwood Largecap Value Fund Institutional Class Shares |
3 |
Comgest Global Investors S.a.s. |
3 |
Wescott Financial Advisory Group, LLC |
3 |
RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares |
3 |
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF |
3 |
Glenview Capital Management, Llc |
3 |
Schneider Downs Wealth Management Advisors, LP |
3 |
HAGOX - Hartford Hls Series Fund Ii Inc - Hartford Growth Opportunities Hls Fund Ia |
3 |
FolioMetrix LLC |
3 |
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I |
3 |
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R |
3 |
Aperimus Capital, Llc |
3 |
Smith Anglin Financial, LLC |
3 |
Newport Capital Group, LLC |
3 |
WealthTrust Asset Management, LLC |
3 |
Utah Peaks Capital Inc |
3 |
Good Steward Wealth Advisors,LLC |
3 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A |
3 |
PISMX - PRINCIPAL FUNDS INC - International Small Company Fund Institutional |
3 |
VCVLX - VANGUARD MALVERN FUNDS - Vanguard Capital Value Fund Investor Shares |
3 |
TSMDX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Small/Mid Cap Fund Institutional Class |
3 |
FEZ - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) EURO STOXX 50(R) ETF |
3 |
Putnam ETF Trust - Putnam Sustainable Leaders ETF - |
3 |
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF |
3 |
Whetstone Capital Advisors, LLC |
3 |
AMMAX - Allianz Funds Multi-Strategy Trust - AllianzGI Emerging Markets Consumer Fund Class A |
3 |
Ridgepath Capital Management LLC |
3 |
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund |
3 |
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares |
3 |
QQQA - PROSHARES TRUST - ProShares Nasdaq-100 Dorsey Wright Momentum ETF |
3 |
Round Hill Asset Management |
3 |
BABFX - Bread & Butter Fund Inc. - Bread & Butter Fund Inc. |
3 |
ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P |
3 |
Private Wealth Strategies, L.L.C. |
3 |
Potomac Capital Management, Inc. |
3 |
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF |
3 |
CLFFX - World Funds Trust - Clifford Capital Partners Fund Investor Class |
3 |
Honeycomb Asset Management LP |
3 |
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA |
3 |
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF |
3 |
Empery Asset Management, LP |
3 |
RIALX - Two Roads Shared Trust - Conductor International Equity Value Fund Class A |
3 |
BSJR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 High Yield Corporate Bond ETF |
3 |
JOHN HANCOCK VARIABLE INSURANCE TRUST - Mutual Shares Trust Series I |
3 |
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF |
3 |
JEMQX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Emerging Markets Equity Fund Class A |
3 |
Castle Hook Partners LP |
3 |
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF |
3 |
Martin Currie Business Trust |
3 |
Cornerstone Enterprises, Llc |
3 |
FIUSX - First Investors Equity Funds - First Investors Opportunity Fund Class A |
3 |
Pinnacle Wealth Management Group, Inc. |
3 |
Purkiss Capital Advisors LLC |
3 |
HFR Wealth Management, LLC |
3 |
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A |
3 |
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares |
3 |
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF |
3 |
Contrarius Group Holdings Ltd |
3 |
China Fund Inc |
3 |
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares |
3 |
Stillwater Investment Management, L.P. |
3 |
Atw Spac Management Llc |
3 |
Brighthouse Funds Trust I - PIMCO Inflation Protected Bond Portfolio Class A |
3 |
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A |
3 |
JAIGX - JANUS ASPEN SERIES - Janus Henderson Overseas Portfolio Service Shares |
3 |
Summit Street Capital Management, LLC |
3 |
Gramercy Funds Management LLC |
3 |
Croft Funds Corp |
3 |
Blue Barn Wealth, LLC |
3 |
Semus Wealth Partners LLC |
3 |
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares |
3 |
AGIHX - Allianz Funds Multi-Strategy Trust - AllianzGI Global High Yield Fund Institutional Class |
3 |
ARVIX - Advisors' Inner Circle Fund III - ARGA INTERNATIONAL VALUE FUND Institutional Shares |
3 |
Arrow Capital Pty Ltd |
3 |
GQJPX - Advisors' Inner Circle Fund III - GQG PARTNERS INTERNATIONAL QUALITY DIVIDEND INCOME FUND Investor Shares |
3 |
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares |
3 |
NFDAX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Sectors Fund Class A Shares |
3 |
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF |
3 |
Kerntke Otto McGlone Wealth Management Group |
3 |
Covey Capital Advisors, LLC |
3 |
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund |
3 |
Hershey Trust Co |
3 |
SUGCX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Growth Fund : Class C |
3 |
Weatherstone Capital Management |
3 |
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund |
3 |
PVCMX - Series Portfolios Trust - Palm Valley Capital Fund Investor Class |
3 |
Masters Capital Management Llc |
3 |
QDVAX - FundVantage Trust - Quality Dividend Fund Class A |
3 |
Jnl Series Trust - Jnl/s&p Total Yield Fund (a) |
3 |
LGBT - Procure ETF Trust I - LGBTQ + ESG100 ETF |
3 |
Kraft, Davis & Associates, LLC |
3 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I |
3 |
DecisionMap Wealth Management, LLC |
3 |
Arrow Investment Advisors, LLC |
3 |
Saiers Capital, LLC |
3 |
Fusion Capital, LLC |
3 |
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia |
3 |
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 |
3 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
3 |
TINGX - THORNBURG INVESTMENT TRUST - Thornburg International Growth Fund - Class I |
3 |
EUGAX - MORGAN STANLEY EUROPEAN EQUITY FUND INC. - Morgan Stanley European Equity Fund Inc. A |
3 |
FT Vest Hedged Equity Income Fund: Series B1 |
3 |
Rpo Llc |
3 |
FGINX - First Investors Equity Funds - First Investors Growth & Income Fund Class A |
3 |
TWIEX - American Century World Mutual Funds Inc - International Growth Fund Investor Class |
3 |
Continental Advisors Llc |
3 |
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares |
3 |
CLMA - Tidal ETF Trust - iClima Global Decarbonization Transition Leaders ETF |
3 |
SPAX - Tidal ETF Trust - Robinson Alternative Yield Pre-Merger SPAC ETF |
3 |
RW Investment Management LLC |
3 |
DELAWARE VIP TRUST - Delaware VIP Covered Call Strategy Series Standard |
3 |
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES |
3 |
Proxima Capital Management, LLC |
3 |
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard |
3 |
DELAWARE VIP TRUST - Delaware VIP Special Situations Series Standard |
3 |
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C |
3 |
Tetrem Capital Management Ltd. |
3 |
SAM Advisors, LLC |
3 |
Prairie Wealth Advisors, Inc. |
3 |
Charles Schwab Trust Co |
3 |
Threadgill Financial, Llc |
3 |
AVIIX - American Century Variable Portfolios Inc - Vp International Fund Class I |
3 |
ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares |
3 |
GWSAX - Gabelli Equity Series Funds Inc - The Gabelli Focus Five Fund Class A |
3 |
DELAWARE VIP TRUST - Delaware VIP Equity Income Series Standard |
3 |
Trinity Financial Advisors LLC |
3 |
ATQIX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class I |
3 |
FT Vest Total Return Income Fund: Series B1 |
3 |
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard |
3 |
Jnl Series Trust - Jnl/pimco Real Return Fund (a) |
3 |
FEBEX - FIDELITY INCOME FUND /MA/ - Fidelity Environmental Bond Fund Fidelity Advisor Environmental Bond Fund: Class M |
3 |
RYEUX - RYDEX SERIES FUNDS - Europe 1.25x Strategy Fund Class H |
3 |
Fayerweather Charles |
3 |
BDAQX - BMO FUNDS, INC. - BMO Disciplined International Equity Fund Class A |
3 |
Canyon Capital Advisors Llc |
3 |
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF |
3 |
Gateway Wealth Partners, LLC |
3 |
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF |
3 |
Partners Group Holding AG |
3 |
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP |
3 |
J.P. Marvel Investment Advisors, LLC |
3 |
Strong Tower Advisory Services |
3 |
HIALX - Hartford Series Fund Inc - Hartford Global Growth Hls Fund Ia |
3 |
VCINX - VALIC Co I - International Growth Fund |
3 |
SEMBX - ADVISORS SERIES TRUST - Semper Brentview Dividend Growth Equity Fund Institutional Class |
3 |
Alken Asset Management Ltd. |
3 |
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class |
3 |
Country Fund Management |
3 |
Ambs Investment Counsel Llc |
3 |
Boxwood Ventures, Inc. |
3 |
Jnl Series Trust - Jnl/ppm America Small Cap Value Fund (a) |
3 |
Forge First Asset Management Inc. |
3 |
PHLOX - World Funds Trust - Philotimo Focused Growth and Income Fund |
3 |
Landing Point Financial Group, LLC |
3 |
Tinicum Inc |
3 |
EMG Holdings, L.P. |
3 |
Jericho Capital Asset Management L.P. |
3 |
WealthSpring Partners, LLC |
3 |
Maltin Wealth Management, Inc. |
3 |
BISIX - Blackrock Funds - Blackrock International Dividend Fund Institutional |
3 |
ARIFX - Aristotle Funds Series Trust - Aristotle International Equity Fund II Class I |
3 |
BHTAX - Northern Lights Fund Trust - Beech Hill Total Return Fund Class A Shares |
3 |
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C |
3 |
BIGFX - BARON SELECT FUNDS - Baron International Growth Fund |
3 |
KONG - ETF Opportunities Trust - Formidable Fortress ETF |
3 |
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class |
3 |
General American Investors Co Inc |
3 |
JOPSX - JOHCM Funds Trust - JOHCM International Opportunities Fund Class Z Shares |
3 |
Mountain Hill Investment Partners Corp. |
3 |
JOBIX - JOHCM Funds Trust - JOHCM Global Income Builder Institutional Shares |
3 |
MSMBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Emerging Markets Equity Portfolio Class II |
3 |
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C |
3 |
Bensler, LLC |
3 |
PLHIX - Aristotle Funds Series Trust - Aristotle High Yield Bond Fund Class I |
3 |
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class |
3 |
FIUTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Equity Income Fund Class A |
3 |
Bowie Capital Management, LLC |
3 |
Ares Dynamic Credit Allocation Fund, Inc. |
3 |
Trevor Stewart Burton & Jacobsen Inc |
3 |
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF |
3 |
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A |
3 |
Corrigan Financial, Inc. |
3 |
Arrow Investments Trust - Arrow DWA Country Rotation ETF |
3 |
Adams Chetwood Wealth Management LLC |
3 |
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class |
3 |
VPR Management LLC |
3 |
VLCGX - VALIC Co I - Large Capital Growth Fund |
3 |
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A |
3 |
PAJBX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Total Return Bond Fund Class R6 |
3 |
Wealth Enhancement & Preservation of GA, LLC |
3 |
SMIG - ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF |
3 |
XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF |
3 |
AGH Wealth Advisors, LLC |
3 |
QFVOX - Pear Tree Funds - Pear Tree Polaris Foreign Value Fund Ordinary Shares |
3 |
FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares |
3 |
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I |
3 |
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF |
3 |
AMVAX - Columbia Funds Series Trust II - Columbia Small/Mid Cap Value Fund Class A |
3 |
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I |
3 |
New South Capital Management Inc |
3 |
Strategic Wealth Management Inc |
3 |
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF |
3 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 |
3 |
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares |
3 |
Seafarer Capital Partners, LLC |
3 |
OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class |
3 |
Underhill Investment Management Llc |
3 |
JPEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Europe Equity ETF |
3 |
PNVAX - PUTNAM INVESTMENT FUNDS - Putnam International Capital Opportunities Fund Class A Shares |
3 |
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A |
3 |
EAFG - Pacer Funds Trust - Pacer Developed Markets Cash Cows Growth Leaders ETF |
3 |
Lake Hills Wealth Management, LLC |
3 |
Permanent Capital Management, LP |
3 |
ORG - Janus Detroit Street Trust - The Organics ETF |
3 |
Trium Capital LLP |
3 |
Bromfield Sneider Wealth Advisors |
3 |
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y |
3 |
Strait & Sound Wealth Management LLC |
3 |
Steelhead Partners Llc |
3 |
LRT Capital Management, LLC |
3 |
Southernsun Asset Management, Llc |
3 |
Woodburn R Robert Jr |
3 |
Sound Shore Management Inc /ct/ |
3 |
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class |
3 |
LOMMX - CGM TRUST - CGM Mutual Fund |
3 |
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class |
3 |
Profunds - Profund Vp Europe 30 |
3 |
Spring Capital Management, Llc |
3 |
EWJV - iSHARES TRUST - iShares MSCI Japan Value ETF |
3 |
360 Financial, Inc. |
3 |
J2 Capital Management Inc |
3 |
Seven Locks Capital Management Lp |
3 |
Peconic Partners Llc |
3 |
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF |
3 |
Nebula Capital Management, LP |
3 |
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class |
3 |
Tandem Capital Management Corp /adv |
3 |
Scott Capital Advisors, LLC |
3 |
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF |
3 |
Index Fund Advisors, Inc. |
3 |
Consilium Wealth Advisory, LLC |
3 |
Straight Path Wealth Management |
3 |
Leeward Financial Partners, LLC |
3 |
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L |
3 |
Manitou Investment Management Ltd. |
3 |
Fortress Financial Group, Llc |
3 |
Landmark Wealth Management, LLC |
3 |
John Hancock Collateral Trust - John Hancock Collateral Trust |
3 |
Hapanowicz & Associates Financial Services, Inc |
3 |
Barber Financial Group, Inc. |
3 |
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class |
3 |
IYVAX - IVY FUNDS - Ivy Value Fund Class A |
3 |
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund |
3 |
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class |
3 |
Swedbank |
3 |
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class M Shares |
3 |
Aegis Wealth Management LLC |
3 |
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A |
3 |
PUTNAM FUNDS TRUST - Putnam Ultra Short MAC Series - |
3 |
Cottonwood Capital Advisors, Llc |
3 |
Voya Asia Pacific High Dividend Equity Income Fund |
3 |
LDGVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Durable Growth Fund Class R6 |
3 |
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund |
3 |
FT Vest Total Return Income Fund: Series A4 |
3 |
Makena Capital Management Llc |
3 |
BGCWX - BAILLIE GIFFORD FUNDS - Baillie Gifford EAFE Choice Fund Class 2 |
3 |
American Assets Inc |
3 |
Petros Family Wealth, LLC |
3 |
Welch Investments, LLC |
3 |
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class |
3 |
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares |
3 |
United Bank |
3 |
Brass Tax Wealth Management, Inc |
3 |
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A |
3 |
Renaissance Capital LLC |
3 |
Wealthedge Investment Advisors, Llc |
3 |
Berkshire Money Management, Inc. |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Mondrian International Value Fund Standard Class |
3 |
Ml & R Wealth Management Llc |
3 |
Davis-rea Ltd. |
3 |
IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF |
3 |
NewFocus Financial Group, LLC |
3 |
TURF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Natural Resources ETF |
3 |
Kerusso Capital Management LLC |
3 |
Wealth Management Solutions, LLC |
3 |
Financial & Tax Architects, LLC |
3 |
Phraction Management LLC |
3 |
Select Asset Management & Trust |
3 |
St. James Investment Advisors, LLC |
3 |
Southern Capital Advisors, Llc |
3 |
Eaton Vance Floating-rate 2022 Target Term Trust |
3 |
IHYV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Value ETF |
3 |
Sterling Global Strategies LLC |
3 |
New England Professional Planning Group Inc. |
3 |
Vista Finance, Llc |
3 |
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I |
3 |
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class |
3 |
FRCCX - FIRST INVESTORS EQUITY FUNDS - First Investors Covered Call Strategy Fund Class A |
3 |
Paragon Associates & Paragon Associates Ii Joint Venture |
3 |
Eaton Vance High Income 2021 Target Term Trust |
3 |
Ervin Investment Management, LLC |
3 |
Hedges Asset Management LLC |
3 |
CFBUX - LORD ABBETT TRUST I - Lord Abbett Climate Focused Bond Fund Class R6 |
3 |
Lauterbach Financial Advisors, LLC |
3 |
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund |
3 |
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares |
3 |
Edmond De Rothschild Private Merchant Banking Llp |
3 |
BlackDiamond Wealth Management Inc. |
3 |
Vestia Personal Wealth Advisors |
3 |
Victory Variable Insurance Funds II - Victory Pioneer Bond VCT Portfolio Class II |
3 |
RIOIX - RBC FUNDS TRUST - RBC International Opportunities Fund Class I |
3 |
RobecoSam USA, Inc. |
3 |
Eastover Investment Advisors LLC |
3 |
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund |
3 |
FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund |
3 |
DDSTX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Disciplined Stock Fund |
3 |
FTAG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Agriculture ETF |
3 |
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A |
3 |
Poinciana Advisors Group, Llc |
3 |
GIGAX - Aberdeen Funds - Aberdeen International Equity Fund Class A |
3 |
Firefly Value Partners, LP |
3 |
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T |
3 |
BICK - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust BICK Index Fund |
3 |
Heritage Investment Group, Inc. |
3 |
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares |
3 |
Wallace Advisory Group, LLC |
3 |
Sonen Capital LLC |
3 |
RMR Capital Management, LLC |
3 |
Ellerson Group Inc /adv |
3 |
Difesa Capital Management, Lp |
3 |
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class |
3 |
Mount Capital Ltd |
3 |
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A |
3 |
IATAX - IVY FUNDS - Ivy Accumulative Fund Class A |
3 |
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A |
3 |
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A |
3 |
Squadra Investments - Gestao De Recursos Ltda. |
3 |
Flynn Zito Capital Management, Llc |
3 |
PRJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Opportunities Fund Class A |
3 |
YALL - Tidal ETF Trust - God Bless America ETF |
3 |
Joseph Group Capital Management |
3 |
Lubar & Co., Inc |
3 |
TOWER TRUST Co |
3 |
Unionview, Llc |
3 |
Beta Wealth Group, Inc. |
3 |
IUAEX - JPMorgan Trust I - JPMorgan International Unconstrained Equity Fund Class A |
3 |
Pier 88 Investment Partners Llc |
3 |
Etesian Wealth Advisors, Inc. |
3 |
WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class |
3 |
Tybourne Capital Management (hk) Ltd |
3 |
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND |
3 |
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class |
3 |
BCR Wealth Strategies, LLC |
3 |
Integrity Capital Management (HK) Ltd |
3 |
Towerview Llc |
3 |
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class |
3 |
Sona Asset Management (us) Llc |
3 |
Bridge Generations Wealth Management Llc |
3 |
HPEAX - HIGHLAND FUNDS II - Highland Socially Responsible Equity Fund Class A |
3 |
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor |
3 |
Orbitronix, LP |
3 |
Eagle Strategies LLC |
3 |
FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund |
3 |
TLINX - TIAA-CREF LIFE FUNDS - International Equity Fund |
3 |
EisnerAmper Wealth Management Corporate Benefits, LLC |
3 |
1060 Capital, LLC |
3 |
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A) |
3 |
Wilson & Boucher Capital Management, LLC |
3 |
Sloane Robinson LLP |
3 |
Carrera Capital Advisors |
3 |
Cacti Asset Management Llc |
3 |
Everett Capital Advisors UK LLP |
3 |
Kure Advisory, LLC |
3 |
Wulff, Hansen & Co. |
3 |
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A |
3 |
FT Vest Hedged Equity Income Fund: Series A4 |
3 |
Tanager Wealth Management LLP |
3 |
Capital Group KKR Core Plus (plus) |
3 |
VEGN - ETF Series Solutions - US Vegan Climate ETF |
3 |
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund |
3 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A |
3 |
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class |
3 |
PRGIX - T. Rowe Price Growth & Income Fund, Inc. - T. Rowe Price Growth & Income Fund, Inc. |
3 |
Tidal ETF Trust - Newday Sustainable Development Equity ETF |
3 |
Marion Wealth Management |
3 |
F&V Capital Management, LLC |
3 |
WMG Financial Advisors, LLC |
3 |
Paragon Financial Partners, Inc. |
3 |
HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class |
3 |
Financial Planners of Cleveland, Inc. |
3 |
Lowell Blake & Associates Inc. |
3 |
AVGB - AMERICAN CENTURY ETF TRUST - Avantis Credit ETF |
3 |
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 |
3 |
Hillhouse Capital Management, Ltd. |
3 |
FPPTX - FPA CAPITAL FUND INC - FPA Capital Fund, Inc. |
3 |
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class |
3 |
Willow Street Advisors LLC |
3 |
H. L. Ormond & Company, LLC |
3 |
Nexus Investment Management ULC |
3 |
Builder Investment Group Inc /adv |
3 |
CWS - AdvisorShares Trust - AdvisorShares Focused Equity ETF |
3 |
HFG Advisors, Inc. |
3 |
Matrix Private Capital Group Llc |
3 |
Cohen Lawrence B |
3 |
Horizon Wealth Management, LLC |
3 |
Brigade Capital Management, Lp |
3 |
Swift Run Capital Management, LLC |
3 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
3 |
SP Asset Management LLC |
3 |
ELCO Management Co., LLC |
3 |
BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares |
3 |
Egerton Capital (UK) LLP |
3 |
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares |
3 |
Madison Scottsdale, LC |
3 |
Financial Advisory Group |
3 |
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A |
3 |
James Reed Financial Services, Inc. |
3 |
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I |
3 |
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I |
3 |
Somerset Group LLC |
3 |
HYA Advisors, Inc |
3 |
Eudaimonia Advisors Llc |
3 |
Medina Singh Partners, LLC |
3 |
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A |
3 |
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares |
3 |
Morris Financial Concepts, Inc. |
3 |
HLREX - HARDING LOEVNER FUNDS INC - Emerging Markets Research Portfolio Institutional Class |
3 |
Planning Center, Inc. |
3 |
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF |
3 |
Rebalance, Llc |
3 |
Carl Stuart Investment Advisor, Inc |
3 |
IPO - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance IPO ETF |
3 |
PCITX - Victory Portfolios IV - Victory Pioneer International Equity Fund Class C |
3 |
IFC Advisors LLC |
3 |
IGNBX - IVY FUNDS - Ivy Natural Resources Fund Class B |
3 |
Mirabaud & Cie SA |
3 |
OMAH - Tidal Trust III - VistaShares Target 15 Berkshire Select Income ETF |
3 |
Aberdeen Chile Fund, Inc. |
3 |
HLMIX - HARDING LOEVNER FUNDS INC - Harding Loevner International Equity Portfolio Institutional |
3 |
Kraematon Investment Advisors, Inc |
3 |
HLMEX - HARDING LOEVNER FUNDS INC - Harding Loevner Institutional Emerging Markets Portfolio Institutional |
3 |
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A |
3 |
KEMX - Krane Shares Trust - KraneShares MSCI Emerging Markets ex China Index ETF |
3 |
WWSAX - Teton Westwood Funds - Teton Westwood Small Cap Equity Fund Class A |
3 |
HLEMX - HARDING LOEVNER FUNDS INC - Harding Loevner Emerging Markets Portfolio Advisor |
3 |
ETF Store, Inc. |
3 |
KHYB - Krane Shares Trust - KraneShares CCBS China Corporate High Yield Bond USD Index ETF |
3 |
Mendel Capital Management LLC |
3 |
SCEC - Capitol Series Trust - Sterling Capital Enhanced Core Bond ETF |
3 |
TT International Asset Management LTD |
3 |
Monolith Advisors |
3 |
Pershing Square Capital Management, L.P. |
3 |
OEUR - OSI ETF Trust - O'Shares FTSE Europe Quality Dividend ETF |
3 |
Adamsbrown Wealth Consultants Llc |
3 |
CACG - Legg Mason ETF Investment Trust - ClearBridge All Cap Growth ETF |
3 |
Omni Event Management Ltd |
3 |
Elevation Series Trust - The Opal International Dividend Income ETF |
3 |
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class |
3 |
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A |
3 |
Concorde Financial Corp |
3 |
WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class |
3 |
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A |
3 |
Future Fund LLC |
3 |
CIOAX - CALVERT WORLD VALUES FUND INC - Calvert International Opportunities Fund Class A |
3 |
PWJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison International Opportunities Fund Class A |
3 |
AGF Investments Trust - AGF Emerging Markets Equity Fund Class I |
3 |
Family CFO Inc |
3 |
TEDMX - TEMPLETON DEVELOPING MARKETS TRUST - Templeton Developing Markets Trust Class A |
3 |
Payden & Rygel Investment Group |
3 |
Pinnacle Wealth Management, LLC |
3 |
Rainsberger Wealth Advisors, Inc. |
3 |
Filament LLC |
3 |
JEMSX - JPMorgan Trust I - JPMorgan Emerging Markets Equity Fund Class I |
3 |
ILF - iSHARES TRUST - iShares Latin America 40 ETF |
3 |
FirstPurpose Wealth LLC |
3 |
Doubleline Opportunistic Credit Fund |
3 |
Financial Security Advisor, Inc. |
3 |
VESRX - VIRTUS EQUITY TRUST - Virtus SGA Emerging Markets Growth Fund Class R6 |
3 |
RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I |
3 |
EUDV - PROSHARES TRUST - ProShares MSCI Europe Dividend Growers |
3 |
JACKSON VARIABLE SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) |
3 |
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF |
3 |
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A |
3 |
Impact Shares Trust I - Impact Shares MSCI Global Climate Select ETF |
3 |
PACEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Corporate Bond Fund -Advisor Class |
3 |
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A |
3 |
MDCP - Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF |
3 |
JACKSON VARIABLE SERIES TRUST - JNL/FAMCO Flex Core Covered Call Fund (A) |
3 |
MSD Partners, L.P. |
3 |
Unified Investment Management |
3 |
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class |
3 |
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund |
3 |
Tortoise Capital Advisors, L.l.c. |
3 |
PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A |
3 |
MTCGX - M FUND INC - M Large Cap Growth Fund |
3 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A |
3 |
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF |
3 |
BancFirst Trust & Investment Management |
3 |
LLGLX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Global Fund |
3 |
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF |
3 |
Bonness Enterprises Inc |
3 |
Kickstand Ventures, Llc. |
3 |
JHKAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG All Cap Core Fund Class A |
3 |
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A |
3 |
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A |
3 |
Lewis Capital Management, Llc |
3 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus SGA International Growth Series Class A |
3 |
LISOX - LAZARD FUNDS INC - Lazard International Strategic Equity Portfolio Open Shares |
3 |
Letko, Brosseau & Associates Inc |
3 |
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class |
3 |
Tillar-Wenstrup Advisors, LLC |
3 |
MPITX - BNY MELLON FUNDS TRUST - BNY Mellon International Fund Class M Shares |
3 |
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I |
3 |
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A |
3 |
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF |
3 |
Alecta Pensionsforsakring, Omsesidigt |
3 |
BlackRock Variable Series Funds, Inc. - BlackRock International V.I. Fund Class I |
3 |
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I |
3 |
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 |
3 |
Lathrop Investment Management Corp |
3 |
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I |
3 |
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF |
3 |
BKUS - BNY Mellon ETF Trust - BNY Mellon Sustainable US Equity ETF |
3 |
JAOSX - JANUS INVESTMENT FUND - Janus Henderson Overseas Fund Class T |
3 |
Barings Funds Trust - Barings Diversified Income Fund Class A Shares |
3 |
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I |
3 |
Lakeshore Financial Planning, Inc. |
3 |
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 |
3 |
PENN SERIES FUNDS INC - Small Cap Growth Fund |
3 |
MOATX - PFS FUNDS - Castle Focus Fund Investor |
3 |
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF |
3 |
BNIVX - Advisors' Inner Circle Fund III - BARROW HANLEY INTERNATIONAL VALUE FUND I Shares |
3 |
Cambridge Advisors Inc. |
3 |
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares |
3 |
WHGAX - Ultimus Managers Trust - Westwood Quality SmallCap Fund A Class Shares |
3 |
Quartz Partners, LLC |
3 |
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF |
3 |
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares |
3 |
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class |
3 |
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR |
3 |
PENN SERIES FUNDS INC - Mid Cap Growth Fund |
3 |
FXIMX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series M Series M |
3 |
OCMPX - LAZARD FUNDS INC - Lazard International Quality Growth Portfolio Open Shares |
3 |
EILAX - EATON VANCE GROWTH TRUST - Eaton Vance International Small-Cap Fund Class A |
3 |
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares |
3 |
Everstar Asset Management, LLC |
3 |
Enclave Advisors LLC |
3 |
AEMTX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Equity A |
3 |
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class |
3 |
WS Portfolio Advisory, LLC |
3 |
Shum Financial Group, Inc. |
3 |
Partners Group Private Equity (master Fund), Llc |
3 |
Mindset Wealth Management, Llc |
3 |
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IA |
3 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A |
3 |
Fortune 45 LLC |
3 |
JANA Partners Management, LP |
3 |
Cascades Capital Asset Management, LLC |
3 |
Summit Financial Strategies, Inc. |
3 |
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF |
3 |
Guardian Variable Products Trust - Guardian International Growth VIP Fund |
3 |
SYV - SSGA Active Trust - SPDR MFS Systematic Value Equity ETF |
3 |
Giovine Capital Group Llc |
3 |
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF |
3 |
B&l Asset Management Llc |
3 |
Jackson Square Partners, LLC |
3 |
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class |
3 |
Taube Hodson Stonex Partners Llp |
3 |
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A |
3 |
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF |
3 |
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A |
3 |
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class |
3 |
Connors Funds - Connors Hedged Equity Fund Institutional Class |
3 |
FDLSX - FIDELITY SELECT PORTFOLIOS - Leisure Portfolio |
3 |
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia |
3 |
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class |
3 |
SHFVX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge All Cap Value Fund Class A |
3 |
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio |
3 |
FT Vest Total Return Income Fund: Series A2 |
3 |
TIME - Capitol Series Trust - Clockwise Capital Innovation ETF |
3 |
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF |
3 |
FT Vest Hedged Equity Income Fund: Series A2 |
3 |
Oppenheimer Main Street Funds |
3 |
Semper Augustus Investments Group Llc |
3 |
Rothschild Capital Partners, LLC |
3 |
Matterhorn Capital Management, LLC |
3 |
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF |
3 |
BIECX - Datum One Series Trust - BRANDES INTERNATIONAL EQUITY FUND Class C |
3 |
Leonard Capital Management, Inc |
3 |
EMTL - SSGA Active Trust - SPDR DoubleLine Emerging Markets Fixed Income ETF |
3 |
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class |
3 |
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A |
3 |
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio |
3 |
RTD Financial Advisors, Inc. |
3 |
Raffles Associates Lp |
3 |
Exchange Bank |
3 |
PENN SERIES FUNDS INC - Large Cap Growth Fund |
3 |
Warner Financial, Inc |
3 |
Tudor Financial Inc. |
3 |
Ledge Wealth Management, Inc. |
3 |
Lockerman Financial Group, Inc. |
3 |
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund |
3 |
IVIOX - IVA Fiduciary Trust - IVA International Fund Class A |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class |
3 |
Zelman Capital LLC |
3 |
Wilson Asset Management (international) Pty Ltd |
3 |
FTSAX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund A Shares |
3 |
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A |
3 |
EMEQ - Macquarie ETF Trust - Macquarie Focused Emerging Markets Equity ETF |
3 |
Allied Investment Advisors, LLC |
3 |
AVERX - SCHWARTZ INVESTMENT TRUST - Schwartz Value Focused Fund |
3 |
GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class |
3 |
Lodestar Private Asset Management Llc |
3 |
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund |
3 |
Jetstream Capital LLC |
3 |
PPM Funds - PPM Small Cap Value Fund (Inst) |
3 |
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF |
3 |
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity |
3 |
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class |
3 |
NSDVX - NORTHERN LIGHTS FUND TRUST II - North Star Dividend Fund Class I Shares |
3 |
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 |
3 |
Lonestar Capital Management LLC |
3 |
IRUAX - IVY FUNDS - Delaware Ivy ProShares Russell 2000 Dividend Growers Index Fund Class A |
3 |
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I |
3 |
AVEMX - SCHWARTZ INVESTMENT TRUST - Ave Maria Value Fund |
3 |
Spartan Fund Management Inc. |
3 |
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I |
3 |
TBHDX - Tweedy, Browne Fund Inc. - Tweedy, Browne Worldwide High Dividend Yield Value Fund |
3 |
FEMKX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Fund |
3 |
Sutton Place Investors Llc |
3 |
RWCIX - Advisors' Inner Circle Fund III - RWC Global Emerging Equity Fund Class I Shares |
3 |
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class |
3 |
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund |
3 |
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares |
3 |
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares |
3 |
TGRHX - TRANSAMERICA FUNDS - Transamerica International Growth I2 |
3 |
Kopp Investment Advisors Llc |
3 |
GUNN & Co INVESTMENT MANAGEMENT, INC. |
3 |
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF |
3 |
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class |
3 |
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class |
3 |
Finer Wealth Management, Inc. |
3 |
Amici Capital, LLC |
3 |
INCO - Columbia ETF Trust II - Columbia India Consumer ETF |
3 |
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB |
3 |
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class |
3 |
Huber Financial Advisors, Llc |
3 |
FPOGX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Payout 2020 Fund Class R6 |
3 |
MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF |
3 |
Gates Capital Management, Inc. |
3 |
FSYMX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable International Equity Fund Fidelity Advisor Sustainable International Equity Fund: Class M |
3 |
FSSEX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable International Equity Fund |
3 |
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6 |
3 |
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A |
3 |
Bridger Management, Llc |
3 |
LCMAX - DRIEHAUS MUTUAL FUNDS - Driehaus Active Income Fund |
3 |
EQ ADVISORS TRUST - EQ/MFS International Growth Portfolio Class IB |
3 |
Harbor Advisory Corp /ma/ |
3 |
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth Portfolio Class IA |
3 |
Vulcan Value Partners, LLC |
3 |
KCAL - Series Portfolios Trust - Subversive Food Security ETF |
3 |
Chessman Wealth Strategies Ria |
3 |
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF |
3 |
MAPTX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS PACIFIC TIGER FUND Investor Class Shares |
3 |
NSBDX - NORTHERN LIGHTS FUND TRUST II - North Star Bond Fund Class I Shares |
3 |
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A |
3 |
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I |
3 |
AWH Capital, L.P. |
3 |
EMWLX - LORD ABBETT TRUST I - Lord Abbett Emerging Markets Equity Fund Class R6 |
3 |
Two Roads Shared Trust - Regents Park Hedged Market Strategy ETF |
3 |
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares |
3 |
Day & Ennis, LLC |
3 |
FIEUX - FIDELITY INVESTMENT TRUST - Fidelity Europe Fund |
3 |
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF |
3 |
FEDDX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Discovery Fund |
3 |
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I |
3 |
Tang Capital Management Llc |
3 |
Sigma Investment Counselors Inc |
3 |
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 |
3 |
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A |
3 |
UBP Investment Advisors SA |
3 |
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF |
3 |
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A |
3 |
Tax-managed Global Small-cap Portfolio |
3 |
SHHYX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor High Yield Bond Fund Class I |
3 |
Fairbanks Capital Management, Inc. |
3 |
NBCC - Neuberger Berman ETF Trust - Neuberger Berman Next Generation Connected Consumer ETF |
3 |
Sanford Advisory Services, LLC |
3 |
Nbw Capital Llc |
3 |
Charles Stewart Mott Foundation |
3 |
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund |
3 |
Vis Vires Group, Inc. |
3 |
Huff W R Asset Management Co Llc /de/ |
3 |
OACP - UNIFIED SERIES TRUST - OneAscent Core Plus Bond ETF |
3 |
PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y |
3 |
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF |
3 |
TBDRX - TRANSAMERICA FUNDS - Transamerica High Quality Bond R |
3 |
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF |
3 |
Wilsey Asset Management Inc |
3 |
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A |
3 |
Miller Wealth Advisors, Llc |
3 |
Lucas Capital Management |
3 |
Pacific Financial Group Inc |
3 |
Coronation Asset Management (Pty) Ltd. |
3 |
Decade Capital Management Llc |
3 |
One Day In July LLC |
3 |
KerberRose Wealth Management, LLC |
3 |
FRDM - Alpha Architect ETF Trust - Freedom 100 Emerging Markets ETF |
3 |
Strathmore Capital Advisors, Inc. |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio |
3 |
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund |
3 |
BIGTX - Monteagle Funds - The Texas Fund Class I |
3 |
SCIIX - VIRTUS ASSET TRUST - Virtus SGA International Growth Fund Class A |
3 |
IDJAX - Voya VARIABLE PORTFOLIOS INC - Voya Euro STOXX 50(R) Index Portfolio Class ADV |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio |
3 |
Pines Wealth Management, LLC |
3 |
Horizons Wealth Management |
3 |
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund |
3 |
Hall Kathryn A. |
3 |
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares |
3 |
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF |
3 |
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y |
3 |
KLXY - Krane Shares Trust - KraneShares Global Luxury Index ETF |
3 |
OEUR - ALPS ETF Trust - ALPS | O'Shares Europe Quality Dividend ETF Shares |
3 |
Bay Rivers Group |
3 |
UDI - USCF ETF Trust - USCF Dividend Income Fund |
3 |
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I |
3 |
MGEMX - Morgan Stanley Institutional Fund Inc - Emerging Markets Portfolio Class I |
3 |
GIC Private Ltd |
3 |
Guild Investment Management, Inc. |
3 |
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A |
3 |
Selz Capital LLC |
3 |
TWOAX - NORTHERN LIGHTS FUND TRUST II - Two Oaks Diversified Growth and Income Fund Class A Shares |
3 |
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I |
3 |
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A |
3 |
Apis Capital Advisors, LLC |
3 |
OAIE - Series Portfolios Trust - Optimize AI Smart Sentiment Event-Driven ETF |
3 |
ARINX - ARCHER INVESTMENT SERIES TRUST - Archer Income Fund |
3 |
ARSQX - Investment Managers Series Trust - Aristotle Value Equity Fund Class I Shares |
3 |
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF |
3 |
M.e. Allison & Co., Inc. |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - International Equity Portfolio |
3 |
Second Half Financial Partners, LLC |
3 |
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I |
3 |
Argentiere Capital Ag |
3 |
XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF |
3 |
MCBKX - MFS SERIES TRUST XII - MFS Core Bond Fund R4 |
3 |
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R |
3 |
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio |
3 |
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z |
3 |
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund |
3 |
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio |
3 |
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund |
3 |
CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF |
3 |
Lau Associates Llc |
3 |
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares |
3 |
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund |
3 |
Socha Financial Group, LLC |
3 |
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N |
3 |
FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares |
3 |
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N |
3 |
One River Asset Management, LLC |
3 |
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N |
3 |
Westwood Management Corp /il/ |
3 |
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N |
3 |
James J. Burns & Company, LLC |
3 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Emerging Markets Corporate Multi-Sector Account Portfolio |
3 |
JODIX - Advisers Investment Trust - JOHCM US Small Mid Cap Equity Fund Class I |
3 |
Kaufman Rossin Wealth, LLC |
3 |
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF |
3 |
Dakota Community Bank & Trust NA |
3 |
Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio |
3 |
JOISX - Advisers Investment Trust - JOHCM International Small Cap Equity Fund Class I |
3 |
JGVAX - JANUS INVESTMENT FUND - Janus Henderson Global Value Fund Class T |
3 |
MFSI - MFS Active Exchange Traded Funds Trust - MFS Active International ETF |
3 |
S.a.c. Global Investors, Llp |
3 |
Sentinus, LLC |
3 |
PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares |
3 |
EWW - iShares, Inc. - iShares MSCI Mexico ETF |
3 |
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares |
3 |
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell |
3 |
Deutsche High Income Opportunities Fund, Inc. |
3 |
Syntegra Private Wealth Group, LLC |
3 |
WBBNX - WILLIAM BLAIR FUNDS - William Blair Bond Fund Class N |
3 |
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF |
3 |
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A |
3 |
NHMSX - John Hancock Funds II - Mid Cap Stock Fund Class NAV |
3 |
TGDFX - TCW FUNDS INC - TCW Relative Value Dividend Appreciation Fund I Class |
3 |
Bernardo Wealth Planning LLC |
3 |
FCGPX - MAINSTAY FUNDS TRUST - MainStay PineStone Global Equity Fund Class P |
3 |
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL |
3 |
Blackthorn Investment Group Llc |
3 |
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares |
3 |
ASFIX - FORUM FUNDS - Absolute Strategies Fund Institutional Shares |
3 |
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class |
3 |
Nuveen Tax-advantaged Dividend Growth Fund |
3 |
Ignis Investment Services Ltd |
3 |
Werba Rubin Papier Wealth Management |
3 |
Two Roads Shared Trust - Conductor Global Equity Value ETF |
3 |
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF |
3 |
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF |
3 |
AZTD - Tidal ETF Trust - Aztlan Global Stock Selection DM SMID ETF |
3 |
Gray Wealth Management Inc. |
3 |
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class |
3 |
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF |
3 |
NMEDX - Northern Funds - Multi-manager Emerging Markets Debt Opportunity Fund |
3 |
Shelter Ins Profit Sharing |
3 |
DBLLX - DoubleLine Funds Trust - DoubleLine Low Duration Emerging Markets Fixed Income Fund Class I |
3 |
Focused Investors LLC |
3 |
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional |
3 |
MSIQX - Morgan Stanley Institutional Fund Inc - International Equity Portfolio Class I |
3 |
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class |
3 |
Windmill Hill Asset Management Ltd |
3 |
Western Financial Corp/CA |
3 |
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund |
3 |
Tiedemann Trust Co |
3 |
SGGDX - FIRST EAGLE FUNDS - First Eagle Gold Fund Class A |
3 |
TGMAX - TCW FUNDS INC - TCW Emerging Markets Multi-Asset Opportunities Fund Class I |
3 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2030 |
3 |
TGDMX - TCW FUNDS INC - TCW Developing Markets Equity Fund Class I |
3 |
Deep Field Asset Management LLC |
3 |
CCEPX - AMERICAN BEACON FUNDS - American Beacon Continuous Capital Emerging Markets Fund Investor Class |
3 |
Black Diamond Financial, LLC |
3 |
Carl P. Sherr & Co., LLC |
3 |
Antara Capital LP |
3 |
Parian Global Management LP |
3 |
JFG Wealth Management, LLC |
3 |
Cincinnati Insurance Co |
3 |
MASTX - BMO FUNDS, INC. - BMO Large-Cap Growth Fund Class Y |
3 |
Susquehanna International Securities, Ltd. |
3 |
Northroad Capital Management Llc |
3 |
Banyan Capital Management, Inc. |
3 |
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A |
3 |
Tejara Capital Ltd |
3 |
Isomer Partners LP |
3 |
Newday Solutions, Llc |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3 |
3 |
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class |
3 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2029 |
3 |
GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class |
3 |
GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class |
3 |
RNWOX - Northern Lights Fund Trust Iii - Rondure New World Fund Investor Class |
3 |
MXEGX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Inflation-Protected Securities Fund Institutional Class |
3 |
Unified Trust Company, N.A. |
3 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 |
3 |
Galibier Capital Management Ltd. |
3 |
Half Sky Capital (UK) Ltd |
3 |
Bronte Capital Management Pty Ltd. |
3 |
Conatus Capital Management LP |
3 |
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A |
3 |
NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares |
3 |
Pactiv General Employee Benefit Trust |
3 |
MBIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Franchise Portfolio Class II |
3 |
HWTIX - HOTCHKIS & WILEY FUNDS /DE/ - International Small Cap Diversified Value Fund Class Z |
3 |
Hamilton Wealth, LLC |
3 |
Eldred Rock Partners, LLC |
3 |
Rockline Wealth Management, LLC |
3 |
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A |
3 |
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A |
3 |
Newport Trust Co |
3 |
SDVAX - SUNAMERICA SERIES, INC. - AIG Select Dividend Growth Fund A Shares |
3 |
FDDAX - SUNAMERICA SERIES, INC. - AIG Focused Dividend Strategy II Fund A Shares |
3 |
Longboard Asset Management, LP |
3 |
Garden State Investment Advisory Services LLC |
3 |
Cohanzick Management, Llc |
3 |
QLVE - FlexShares Trust - FlexShares Emerging Markets Quality Low Volatility Index Fund |
3 |
DYAPX - BNY MELLON STOCK FUNDS - BNY Mellon International Small Cap Fund Class A |
3 |
Sassicaia Capital Advisers Llc |
3 |
Towercrest Capital Management |
3 |
OHSHX - First Western Funds Trust - First Western Short Duration High Yield Credit Fund Institutional Shares |
3 |
Sonata Capital Group Inc |
3 |
AGQI - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Global Quality Income ETF |
3 |
National Mutual Insurance Federation of Agricultural Cooperatives |
3 |
Lewis Asset Management, LLC |
3 |
Traveka Wealth, LLC |
3 |
MHBNX - BMO FUNDS, INC. - BMO High Yield Bond Fund Class I |
3 |
CPOAX - Morgan Stanley Insight Fund - Morgan Stanley Insight Fund A |
3 |
Retirement Design & Management Inc /adv |
3 |
Hardman Johnston Global Advisors LLC |
3 |
Rail-Splitter Capital Management, LLC |
3 |
Bmt Investment Advisors |
3 |
Elefante Mark B |
3 |
Anchor Bolt Capital, LP |
3 |
Mra Associates Usa Llc |
3 |
Carr Financial Group Corp |
3 |
ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class |
3 |
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF |
3 |
United Income, Inc. |
3 |
ARTYX - ARTISAN PARTNERS FUNDS INC - Artisan Developing World Fund Investor Shares |
3 |
DPM Capital LLC |
3 |
NLGIX - COLUMBIA FUNDS SERIES TRUST - Columbia Global Strategic Equity Fund Class A |
3 |
Gardiner Nancy B |
3 |
Northern Lights Fund Trust IV - Brookstone Value Stock ETF |
3 |
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class |
3 |
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A |
3 |
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A |
3 |
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF |
3 |
Keystone Financial Group, Inc. |
3 |
HISF - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Strategic Income ETF |
3 |
CAMSX - Advisors' Inner Circle Fund - Cambiar Small Cap Fund Investor Class Shares |
3 |
FDHAX - FIRST TRUST SERIES FUND - First Trust Short Duration High Income Fund Class A |
3 |
Fairvoy Private Wealth, LLC |
3 |
Glade Brook Capital Partners Llc |
3 |
Chung Wu Investment Group, LLC |
3 |
Strategic Wealth Management Group, LLC |
3 |
RFAP - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Asia Pacific ETF |
3 |
Second Nature Series Trust |
3 |
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV |
3 |
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares |
3 |
C-J Advisory, Inc. |
3 |
Virginia National Bank |
3 |
Red Cedar Investment Management, Llc |
3 |
QTR Family Wealth, LLC |
3 |
Mrj Capital Inc |
3 |
MFAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - International Advantage Portfolio Class I |
3 |
Tanaka Capital Management Inc |
3 |
Arrowgrass Capital Partners Llp |
3 |
MSJSX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Endurance Portfolio Class IS |
3 |
Hestia Capital Management, LLC |
3 |
Compass Wealth Management, LLC/GA |
3 |
Elevation Series Trust - RiverNorth Patriot ETF |
3 |
SP Asset Management |
3 |
Keel Point Advisors, LLC |
3 |
APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares |
3 |
REMG - Russell Investments Exchange Traded Funds - Emerging Markets Equity Active ETF |
3 |
Wealthstar Advisors, Llc |
3 |
Private Client Services, Llc |
3 |
ARTJX - ARTISAN PARTNERS FUNDS INC - Artisan International Small-Mid Fund Investor Shares |
3 |
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF |
3 |
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV |
3 |
CAMIX - Advisors' Inner Circle Fund - Cambiar International Equity Fund Investor Class Shares |
3 |
PFVIX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Value Class S |
3 |
Scion Asset Management, LLC |
3 |
Foresight Global Investors, Inc. |
3 |
Providence Wealth Advisors, LLC |
3 |
SBHEX - Investment Managers Series Trust - Segall Bryant & Hamill Emerging Markets Fund Class A |
3 |
Incline Global Management LLC |
3 |
Calypso Capital Management, LP |
3 |
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I |
3 |
WCMGX - Investment Managers Series Trust - WCM Focused Global Growth Fund Institutional Class |
3 |
TRANSAMERICA SERIES TRUST - Transamerica Greystone International Growth VP Initial |
3 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 |
3 |
Midwest Financial Group LLC |
3 |
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class |
3 |
Locust Wood Capital Advisers, Llc |
3 |
Arrow Capital Management, LLC |
3 |
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares |
3 |
Cahaba Wealth Management, Inc. |
3 |
Cincinnati Financial Corp |
3 |
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A |
3 |
Owen LaRue, LLC |
3 |
NUVEEN INVESTMENT TRUST II - Nuveen Winslow International Large Cap Fund Class I |
3 |
Landmark Bank |
3 |
Alpine Partners USVI, LLC |
3 |
Eagle Wealth Strategies Llc |
3 |
Stonebrook Private Inc. |
3 |
Comprehensive Financial Planning, Inc./PA |
3 |
Pwmco Llc |
3 |
Berry Wealth Group, LP |
3 |
Aj Wealth Strategies, Llc |
3 |
Andina Capital Management, LLC |
3 |
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A |
3 |
DAEMX - Dunham Funds - Dunham Emerging Markets Stock Fund Class A |
3 |
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A |
3 |
Hi-Line Capital Management, LLC |
3 |
TIIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Fund Institutional Class |
3 |
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A |
3 |
R.m.sincerbeaux Capital Management Llc |
3 |
Caliber Wealth Management, Llc |
3 |
Edmond De Rothschild (italia) Sgr Spa |
3 |
Domani Wealth, LLC |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class |
3 |
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class |
3 |
Northwestern Mutual Life Insurance Co |
3 |
ABS Direct Equity Fund LLC |
3 |
Bennett Selby Investments Lp |
3 |
Greenhaven Road Investment Management, L.P. |
3 |
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund |
3 |
Ayrshire Capital Management LLC |
3 |
Global Alpha Capital Management Ltd. |
3 |
Aspetuck Financial Management LLC |
3 |
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND |
3 |
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares |
3 |
SEKAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Emerging Markets Equity Fund Class A |
3 |
CXSE - WisdomTree Trust - WisdomTree China ex-State-Owned Enterprises Fund N/A |
3 |
FAKSX - Frost Family of Funds - FROST MID CAP EQUITY FUND Investor Class Shares |
3 |
FADVX - Frost Family of Funds - FROST VALUE EQUITY FUND Investor Class Shares |
3 |
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I |
3 |
LIDAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Value Fund Class A |
3 |
Wealthcare Capital Partners, LLC |
3 |
Vista Investment Management |
3 |
CGAFX - CALVERT IMPACT FUND INC - Calvert Green Bond Fund Class A |
3 |
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A |
3 |
YFSNX - AMG FUNDS - AMG Yacktman Focused Fund - Security Selection Only Class N |
3 |
Applied Capital LLC/FL |
3 |
Joseph R. Weiss, Llc |
3 |
Blossom Wealth Management |
3 |
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A |
3 |
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I |
3 |
NDVR, Inc. |
3 |
Suncoast Equity Management |
3 |
ADVANCED SERIES TRUST - AST AQR Emerging Markets Equity Portfolio |
3 |
Loeb King Trust |
3 |
Anchorage Capital Group, L.L.C. |
3 |
HEDJ - WisdomTree Trust - WisdomTree Europe Hedged Equity Fund N/A |
3 |
Golden Green, Inc. |
3 |
Winthrop Advisory Group LLC |
3 |
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A |
3 |
TrueWealth Advisors, LLC |
3 |
Bradyco, Inc. |
3 |
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class |
3 |
City National Bank Of Florida /msd |
3 |
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares |
3 |
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF |
3 |
Roof Advisory Group, Inc. |
3 |
TruWealth Advisors, LLC |
3 |
MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class |
3 |
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A |
3 |
PMV Capital Advisers, LLC |
3 |
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A |
3 |
Asset Management Group, Inc. |
3 |
FCEQX - FRANKLIN STRATEGIC SERIES - Franklin Select U.S. Equity Fund CLASS A |
3 |
Garrett Investment Advisors LLC |
3 |
Wing Lake Capital, LLC |
3 |
BBHLX - BBH Trust - BBH Partner Fund - International Equity Class I Shares |
3 |
Dudley Capital Management, Llc |
3 |
HSMAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD SMALL CAP VALUE FUND Class A |
3 |
SMSVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Multi-Sector Bond Fund Class A |
3 |
McLean Asset Management Corp |
3 |
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 |
3 |
BayBridge Capital Group, LLC |
3 |
SUNAMERICA SERIES TRUST - SA Morgan Stanley International Equities Portfolio Class 1 |
3 |
Macguire, Cheswick & Tuttle Investment Counsel Llc |
3 |
CFGRX - COMMERCE FUNDS - The Growth Fund Shares |
3 |
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1 |
3 |
Q3 Asset Management |
3 |
Pacific Sun Financial Corp |
3 |
Resolute Wealth Strategies, LLC |
3 |
Vista Wealth Management Group, LLC |
3 |
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1 |
3 |
Sturgeon Ventures LLP |
3 |
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF |
3 |
Jacobsen Capital Management |
3 |
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio |
3 |
CastleArk Alternatives, LLC |
3 |
Harvest Capital Management Inc |
3 |
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A |
3 |
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I |
3 |
McCarthy Grittinger Financial Group, LLC |
3 |
EQIAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Income Fund Class A |
3 |
Arbor Trust Wealth Advisors, Llc |
3 |
EWEAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic World Equity Fund Class A |
3 |
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class |
3 |
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I |
3 |
TSWEX - Advisors' Inner Circle Fund - Ts&w Equity Portfolio Institutional Class Shares |
3 |
Central Asset Investments & Management Holdings (HK) Ltd |
3 |
Ellenbecker Investment Group |
3 |
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II |
3 |
BIP Wealth, LLC |
3 |
Marotta Asset Management |
3 |
Cincinnati Specialty Underwriters Insurance CO |
3 |
Secrest Blakey & Associates, LLC |
3 |
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II |
3 |
Pacific View Asset Management, Llc |
3 |
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T |
3 |
Southport Management, L.l.c. |
3 |
VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares |
3 |
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II |
3 |
Ackerman Capital Advisors, LLC |
3 |
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class |
3 |
Falcon Wealth Planning |
3 |
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares |
3 |
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A |
3 |
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y |
3 |
JIJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock International Dynamic Growth Fund Class NAV |
3 |
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A |
3 |
APCM Wealth Management for Individuals |
3 |
Northern Financial Advisors Inc |
3 |
Western Financial Corporation |
3 |
Smart Money Group LLC |
3 |
Divergent Wealth Advisors, Llc |
3 |
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A |
3 |
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A |
3 |
SBBIX - Schroder Series Trust - Schroder Total Return Fixed Income Fund - Investor Class |
3 |
HSBC FUNDS - HSBC High Yield Fund Class A |
3 |
HSBC FUNDS - HSBC Strategic Income Fund Class A |
3 |
ADVMX - Investment Managers Series Trust - Vaughan Nelson Emerging Markets Opportunities Fund Institutional Class |
3 |
DSCPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Small Cap Focus Fund |
3 |
Towerpoint Wealth, LLC |
3 |
Summit Capital Management Llc |
3 |