IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
39 |
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class |
38 |
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
35 |
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
32 |
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
32 |
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
31 |
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
30 |
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
28 |
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
28 |
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
28 |
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
27 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
26 |
OAKIX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Fund Investor Class |
26 |
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
26 |
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
26 |
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
26 |
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
25 |
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
25 |
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund |
24 |
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
24 |
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
22 |
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
21 |
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
21 |
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
21 |
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
21 |
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
20 |
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
19 |
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
19 |
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
18 |
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
18 |
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
18 |
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
17 |
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
17 |
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
17 |
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
17 |
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
17 |
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
16 |
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
16 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
16 |
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
16 |
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
16 |
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
15 |
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
15 |
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
15 |
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
15 |
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
15 |
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
15 |
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
15 |
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
14 |
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
14 |
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
14 |
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
14 |
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
14 |
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
14 |
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
14 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
13 |
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
13 |
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
13 |
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
13 |
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
13 |
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
13 |
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
13 |
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
13 |
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
13 |
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
13 |
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
13 |
STFBX - Advisers Investment Trust - State Farm Balanced Fund |
13 |
NOBOX - Northern Funds - Northern Bond Index Fund |
13 |
Six Circles Trust - Six Circles Global Bond Fund |
13 |
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
13 |
Proequities, Inc. |
12 |
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
12 |
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
12 |
UBS Group AG |
12 |
Morgan Stanley |
12 |
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
12 |
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
12 |
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
12 |
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
12 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
12 |
Blackrock Credit Allocation Income Trust |
12 |
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
12 |
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
12 |
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
12 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
12 |
State Street Corp |
11 |
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
11 |
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
11 |
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
11 |
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
11 |
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
11 |
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
11 |
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
11 |
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
11 |
Royal Bank Of Canada |
11 |
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
11 |
Bank Of America Corp /de/ |
11 |
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
11 |
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
11 |
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
11 |
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
10 |
Fmr Llc |
10 |
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
10 |
Susquehanna International Group, Llp |
10 |
Six Circles Trust - Six Circles Credit Opportunities Fund |
10 |
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
10 |
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
10 |
Vanguard Group Inc |
10 |
Hrt Financial Lp |
10 |
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
10 |
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
10 |
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
10 |
IFP Advisors, Inc |
10 |
Goldman Sachs Group Inc |
10 |
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
10 |
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
10 |
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
10 |
Barclays Plc |
10 |
Tower Research Capital LLC (TRC) |
10 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
10 |
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
10 |
Jane Street Group, Llc |
10 |
Citigroup Inc |
10 |
BlackRock, Inc. |
10 |
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
10 |
Eaton Vance Ltd Duration Income Fund |
10 |
Ameriprise Financial Inc |
10 |
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
10 |
Citadel Advisors Llc |
10 |
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
10 |
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
10 |
Wells Fargo & Company/mn |
10 |
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
10 |
Millennium Management Llc |
10 |
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
9 |
LPL Financial LLC |
9 |
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
9 |
Geode Capital Management, Llc |
9 |
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
9 |
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
9 |
Blackrock Corporate High Yield Fund, Inc. |
9 |
BRACX - Blackrock Allocation Target Shares - Bats Series C |
9 |
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
9 |
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
9 |
Charles Schwab Investment Management Inc |
9 |
Blackrock Core Bond Trust |
9 |
Advisor Group Holdings, Inc. |
9 |
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
9 |
Bank of New York Mellon Corp |
9 |
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
9 |
Northern Trust Corp |
9 |
Renaissance Technologies Llc |
9 |
PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
9 |
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
9 |
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
9 |
Calamos Global Dynamic Income Fund |
9 |
Deutsche Bank Ag\ |
9 |
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
9 |
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund |
9 |
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
9 |
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
9 |
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
9 |
Pacer Advisors, Inc. |
9 |
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
9 |
Acadian Asset Management Llc |
9 |
Dimensional Fund Advisors Lp |
9 |
Calamos Global Total Return Fund |
9 |
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
9 |
Pnc Financial Services Group, Inc. |
9 |
Bnp Paribas Arbitrage, Sa |
9 |
Jpmorgan Chase & Co |
9 |
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
9 |
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
9 |
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
8 |
California State Teachers Retirement System |
8 |
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
8 |
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
8 |
FEDERATED CORE TRUST - High Yield Bond Portfolio |
8 |
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
8 |
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
8 |
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
8 |
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
8 |
Price T Rowe Associates Inc /md/ |
8 |
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
8 |
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
8 |
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
8 |
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
8 |
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
8 |
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
8 |
High Income Opportunities Portfolio - High Income Opportunities Portfolio |
8 |
Alliancebernstein Global High Income Fund Inc |
8 |
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
8 |
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
8 |
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
8 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
8 |
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
8 |
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
8 |
Boothbay Fund Management, Llc |
8 |
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
8 |
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
8 |
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
8 |
Us Bancorp \de\ |
8 |
Credit Suisse Ag/ |
8 |
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
8 |
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
8 |
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
8 |
Amalgamated Bank |
8 |
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
8 |
Two Sigma Investments, Lp |
8 |
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
8 |
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
8 |
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
8 |
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
8 |
Wellington Management Group Llp |
8 |
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
8 |
Rhumbline Advisers |
8 |
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
8 |
Geneos Wealth Management Inc. |
8 |
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
8 |
Walleye Trading LLC |
8 |
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
8 |
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
8 |
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
8 |
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
8 |
Prelude Capital Management, Llc |
8 |
Wolverine Asset Management Llc |
8 |
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
8 |
Ancora Advisors, LLC |
8 |
KBC Group NV |
8 |
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
8 |
Walleye Capital LLC |
8 |
Blackrock Multi-sector Income Trust |
8 |
MASTER BOND LLC - Master Total Return Portfolio |
8 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
8 |
Blackrock Ltd Duration Income Trust |
8 |
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
8 |
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A |
8 |
Sei Investments Co |
8 |
Gabelli Funds Llc |
8 |
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
8 |
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
8 |
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
8 |
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
8 |
Invesco Ltd. |
8 |
American International Group, Inc. |
8 |
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
8 |
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
8 |
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
8 |
Virtu Financial LLC |
8 |
Bank Of Montreal /can/ |
8 |
Macquarie Group Ltd |
7 |
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
7 |
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
7 |
Victory Capital Management Inc |
7 |
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF |
7 |
Aqr Capital Management Llc |
7 |
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
7 |
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
7 |
Erste Asset Management GmbH |
7 |
Stifel Financial Corp |
7 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
7 |
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
7 |
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
7 |
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
7 |
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
7 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
7 |
Global Income Builder Portfolio - Global Income Builder Portfolio |
7 |
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
7 |
EverSource Wealth Advisors, LLC |
7 |
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
7 |
Man Group plc |
7 |
Advisory Services Network, LLC |
7 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
7 |
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
7 |
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
7 |
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
7 |
Panagora Asset Management Inc |
7 |
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
7 |
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
7 |
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
7 |
Sterling Capital Management LLC |
7 |
BlackRock Institutional Trust Company, N.A. |
7 |
BlackRock Fund Advisors |
7 |
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
7 |
First Trust Advisors Lp |
7 |
Raymond James Financial Inc |
7 |
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
7 |
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
7 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
7 |
John Hancock Hedged Equity & Income Fund |
7 |
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
7 |
SG Americas Securities, LLC |
7 |
Sowell Financial Services LLC |
7 |
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
7 |
ORG Partners LLC |
7 |
Jones Financial Companies Lllp |
7 |
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
7 |
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
7 |
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
7 |
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
7 |
Tortoise Investment Management, LLC |
7 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
7 |
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
7 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
7 |
Nuveen, LLC |
7 |
ExodusPoint Capital Management, LP |
7 |
Marshall Wace, Llp |
7 |
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
7 |
Comerica Bank |
7 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
7 |
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
7 |
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
7 |
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
7 |
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
7 |
Treasurer of the State of North Carolina |
7 |
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
7 |
Landscape Capital Management, L.l.c. |
7 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
7 |
JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
7 |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
7 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
7 |
Zurcher Kantonalbank (Zurich Cantonalbank) |
7 |
Amundi |
7 |
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
7 |
Ameritas Investment Partners, Inc. |
7 |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
7 |
FinTrust Capital Advisors, LLC |
7 |
Cambridge Investment Research Advisors, Inc. |
7 |
Steward Partners Investment Advisory, Llc |
7 |
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
7 |
Raymond James Financial Services Advisors, Inc. |
7 |
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
7 |
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
7 |
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
7 |
American Century Companies Inc |
7 |
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
7 |
BNP Paribas Asset Management Holding S.A. |
7 |
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
7 |
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
7 |
Neuberger Berman Group LLC |
7 |
BlackRock Investment Management, LLC |
7 |
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
7 |
Creative Planning |
7 |
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
7 |
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
7 |
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
7 |
Allianz Asset Management GmbH |
7 |
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
7 |
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
7 |
Capital Performance Advisors Llp |
7 |
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
7 |
Polar Asset Management Partners Inc. |
7 |
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
7 |
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
7 |
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
7 |
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
7 |
Strs Ohio |
7 |
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
7 |
California Public Employees Retirement System |
7 |
Cwm, Llc |
7 |
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
7 |
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
7 |
Thrivent Financial For Lutherans |
7 |
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
7 |
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
7 |
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
7 |
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
7 |
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
7 |
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
7 |
Nomura Asset Management Co Ltd |
7 |
Capstone Investment Advisors, Llc |
7 |
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
7 |
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
7 |
Thompson Davis & Co., Inc. |
7 |
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
7 |
Mariner, LLC |
7 |
SRS Capital Advisors, Inc. |
7 |
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
7 |
OMERS ADMINISTRATION Corp |
7 |
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
7 |
Principal Securities, Inc. |
7 |
Jefferies Financial Group Inc. |
7 |
Russell Investments Group, Ltd. |
7 |
Two Sigma Advisers, Lp |
7 |
AHIVX - American Century Investment Trust - High Income Fund Investor Class |
7 |
Corebridge Financial, Inc. |
7 |
Farther Finance Advisors, LLC |
7 |
GAMMA Investing LLC |
7 |
Ronald Blue Trust, Inc. |
7 |
Centiva Capital, LP |
7 |
Captrust Financial Advisors |
7 |
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
7 |
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
7 |
Private Capital Group, LLC |
7 |
Healthcare Of Ontario Pension Plan Trust Fund |
7 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
7 |
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
7 |
Franklin Resources Inc |
7 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
7 |
Teachers Retirement System Of The State Of Kentucky |
7 |
New York State Common Retirement Fund |
7 |
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
7 |
Universal- Beteiligungs- und Servicegesellschaft mbH |
7 |
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
7 |
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
7 |
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
7 |
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
7 |
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
7 |
Neuberger Berman High Yield Strategies Fund Inc. |
7 |
MBOVX - M FUND INC - M Large Cap Value Fund |
7 |
Manufacturers Life Insurance Company, The |
7 |
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
7 |
Legal & General Group Plc |
7 |
Ubs Asset Management Americas Inc |
7 |
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
7 |
Squarepoint Ops LLC |
7 |
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
7 |
Cornerstone Planning Group LLC |
7 |
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
7 |
BlackRock Credit Strategies Fund |
7 |
Gsa Capital Partners Llp |
7 |
Calamos Convertible Opportunities & Income Fund |
7 |
Calamos Convertible & High Income Fund |
7 |
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
7 |
Nisa Investment Advisors, Llc |
7 |
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
7 |
Calamos Dynamic Convertible & Income Fund |
7 |
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
7 |
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
7 |
JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
7 |
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
7 |
Gamco Investors, Inc. Et Al |
7 |
Nuveen Asset Management, LLC |
7 |
BlackRock ETF Trust II - BlackRock Flexible Income ETF |
7 |
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
6 |
Massmutual Trust Co Fsb/adv |
6 |
Nationwide Fund Advisors |
6 |
Oak Thistle LLC |
6 |
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
6 |
Allspring Global Investments Holdings, LLC |
6 |
Ground Swell Capital, LLC |
6 |
Janney Montgomery Scott LLC |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
6 |
Bell Investment Advisors, Inc |
6 |
BI Asset Management Fondsmaeglerselskab A/S |
6 |
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
6 |
Bessemer Group Inc |
6 |
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
6 |
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
6 |
Money Concepts Capital Corp |
6 |
XTX Topco Ltd |
6 |
Harbour Investments, Inc. |
6 |
Spire Wealth Management |
6 |
Allianzgi Diversified Income & Convertible Fund |
6 |
Humankind Benefit Corp - Humankind US Stock ETF |
6 |
Financial Management Professionals, Inc. |
6 |
Hudson Bay Capital Management LP |
6 |
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
6 |
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
6 |
Natixis Advisors, L.p. |
6 |
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF |
6 |
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
6 |
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF |
6 |
JustInvest LLC |
6 |
Atlantic Trust, LLC |
6 |
Occudo Quantitative Strategies Lp |
6 |
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
6 |
BRYN MAWR TRUST Co |
6 |
Financial Architects, Inc |
6 |
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
6 |
Concord Wealth Partners |
6 |
Shell Asset Management Co |
6 |
Public Employees Retirement System Of Ohio |
6 |
Opal Wealth Advisors, LLC |
6 |
Clear Street Markets Llc |
6 |
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
6 |
Ladenburg Thalmann Financial Services Inc |
6 |
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
6 |
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
6 |
Y-Intercept (Hong Kong) Ltd |
6 |
Sumitomo Mitsui Trust Holdings, Inc. |
6 |
Resources Investment Advisors, LLC. |
6 |
Maryland State Retirement & Pension System |
6 |
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
6 |
VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
6 |
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
6 |
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio |
6 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
6 |
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
6 |
Family Firm, Inc. |
6 |
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
6 |
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
6 |
Valeo Financial Advisors, LLC |
6 |
Jump Financial, LLC |
6 |
Hexagon Capital Partners LLC |
6 |
D. E. Shaw & Co., Inc. |
6 |
Franklin Universal Trust |
6 |
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
6 |
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
6 |
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
6 |
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
6 |
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
6 |
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
6 |
International Assets Investment Management, Llc |
6 |
Vanguard Index Funds |
6 |
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
6 |
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
6 |
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
6 |
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
6 |
Mutual Of America Capital Management Llc |
6 |
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
6 |
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
6 |
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
6 |
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
6 |
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
6 |
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
6 |
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
6 |
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
6 |
Seven Eight Capital, Lp |
6 |
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
6 |
Glassman Wealth Services |
6 |
Martingale Asset Management L P |
6 |
Hancock Whitney Corp |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
6 |
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
6 |
Jupiter Asset Management Ltd |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
6 |
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF |
6 |
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
6 |
Raymond James & Associates |
6 |
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
6 |
Jacobs Levy Equity Management, Inc |
6 |
GWM Advisors LLC |
6 |
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
6 |
IWV - iSHARES TRUST - iShares Russell 3000 ETF |
6 |
IWB - iSHARES TRUST - iShares Russell 1000 ETF |
6 |
Loomis Sayles & Co L P |
6 |
Bartlett & Co. LLC |
6 |
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
6 |
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
6 |
PDT Partners, LLC |
6 |
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
6 |
Cetera Investment Advisers |
6 |
FIL Ltd |
6 |
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
6 |
Capital Advisors, Ltd. LLC |
6 |
Diversified Trust Co |
6 |
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
6 |
Umb Bank N A/mo |
6 |
QGMIX - AQR Funds - AQR Global Macro Fund Class I |
6 |
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
6 |
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF |
6 |
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
6 |
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
6 |
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
6 |
HighTower Advisors, LLC |
6 |
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
6 |
Yousif Capital Management, Llc |
6 |
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
6 |
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
6 |
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
6 |
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
6 |
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
6 |
Bokf, Na |
6 |
Candriam Luxembourg S.C.A. |
6 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
6 |
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
6 |
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
6 |
Arrowstreet Capital, Limited Partnership |
6 |
Mackay Shields Llc |
6 |
Caisse De Depot Et Placement Du Quebec |
6 |
Guggenheim Capital Llc |
6 |
Russell Frank Co/ |
6 |
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
6 |
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
6 |
Schonfeld Strategic Advisors LLC |
6 |
Ubs Ag |
6 |
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares |
6 |
Two Sigma Securities, Llc |
6 |
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
6 |
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
6 |
Coldstream Capital Management Inc |
6 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
6 |
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
6 |
Stephens Inc /ar/ |
6 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
6 |
Mackenzie Financial Corp |
6 |
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
6 |
Tudor Investment Corp Et Al |
6 |
Utah Retirement Systems |
6 |
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
6 |
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
6 |
Truist Financial Corp |
6 |
Gotham Asset Management, LLC |
6 |
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
6 |
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
6 |
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
6 |
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
6 |
Cubist Systematic Strategies, LLC |
6 |
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
6 |
Lazard Asset Management Llc |
6 |
State Of Wisconsin Investment Board |
6 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
6 |
Baird Financial Group, Inc. |
6 |
Venturi Wealth Management, LLC |
6 |
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
6 |
Smithfield Trust Co |
6 |
First Horizon Advisors, Inc. |
6 |
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
6 |
DekaBank Deutsche Girozentrale |
6 |
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
6 |
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
6 |
MCF Advisors LLC |
6 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
6 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
6 |
Assetmark, Inc |
6 |
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
6 |
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
6 |
Mml Investors Services, Llc |
6 |
Brown Brothers Harriman & Co |
6 |
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
6 |
Quadrant Capital Group Llc |
6 |
Boussard & Gavaudan Investment Management LLP |
6 |
Winton Capital Group Ltd |
6 |
State of Alaska, Department of Revenue |
6 |
Lord, Abbett & Co. Llc |
6 |
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
6 |
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
6 |
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
6 |
Mitsubishi UFJ Trust & Banking Corp |
6 |
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
6 |
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
6 |
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
6 |
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
6 |
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
6 |
Point72 Asset Management, L.P. |
6 |
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
6 |
Asset Dedication, LLC |
6 |
Group One Trading, L.p. |
6 |
Arizona State Retirement System |
6 |
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
6 |
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
6 |
Advanced Series Trust - Ast Advanced Strategies Portfolio |
6 |
Van Eck Associates Corp |
6 |
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
6 |
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
6 |
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
6 |
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
6 |
Public Sector Pension Investment Board |
6 |
Parametric Portfolio Associates Llc |
6 |
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
6 |
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
6 |
Envestnet Asset Management Inc |
6 |
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
6 |
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
6 |
Swiss National Bank |
6 |
Principal Financial Group Inc |
6 |
Benjamin F. Edwards & Company, Inc. |
6 |
State of Tennessee, Treasury Department |
6 |
Exchange Traded Concepts, Llc |
6 |
Brown Advisory Inc |
6 |
Fisher Asset Management, LLC |
6 |
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
6 |
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
6 |
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
6 |
LMR Partners LLP |
6 |
Oppenheimer Asset Management Inc. |
6 |
Campbell Multi-strategy Trust |
6 |
Hsbc Holdings Plc |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
6 |
Axa S.a. |
6 |
Bank Of Nova Scotia |
6 |
Simplex Trading, Llc |
6 |
Quadrature Capital Ltd |
6 |
GeoWealth Management, LLC |
6 |
Fifth Third Bancorp |
6 |
Nomura Holdings Inc |
6 |
New York State Teachers Retirement System |
6 |
Signaturefd, Llc |
6 |
Princeton Global Asset Management LLC |
6 |
MAI Capital Management |
6 |
FDx Advisors, Inc. |
6 |
CIBC Private Wealth Group, LLC |
6 |
Cutler Group LP |
6 |
Cresset Asset Management, LLC |
6 |
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
6 |
Whittier Trust Co Of Nevada Inc |
6 |
Verition Fund Management LLC |
6 |
National Bank Of Canada /fi/ |
6 |
Norges Bank |
6 |
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
6 |
Oregon Public Employees Retirement Fund |
6 |
Lindbrook Capital, Llc |
6 |
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I |
6 |
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
6 |
FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio |
6 |
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
6 |
Whittier Trust Co |
6 |
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
6 |
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
6 |
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
6 |
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
6 |
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M |
6 |
PEAK6 Investments LLC |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
6 |
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
6 |
Highbridge Capital Management Llc |
6 |
Global Retirement Partners, LLC |
6 |
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
6 |
Balyasny Asset Management Llc |
6 |
Texas Permanent School Fund |
6 |
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
6 |
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
6 |
Public Employees Retirement Association Of Colorado |
6 |
Federated Hermes, Inc. |
6 |
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
6 |
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
6 |
Prudential Financial Inc |
6 |
Qube Research & Technologies Ltd |
6 |
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
6 |
Parkside Financial Bank & Trust |
6 |
Versant Capital Management, Inc |
6 |
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
6 |
Tiaa Cref Investment Management Llc |
6 |
Teachers Advisors, Llc |
6 |
Oppenheimer & Co Inc |
6 |
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
6 |
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
6 |
Trexquant Investment LP |
6 |
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
6 |
AdvisorNet Financial, Inc |
6 |
Engineers Gate Manager LP |
6 |
MetLife Investment Management, LLC |
6 |
Alberta Investment Management Corp |
6 |
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
6 |
Caption Management, LLC |
6 |
ProShare Advisors LLC |
6 |
Calamos Advisors LLC |
6 |
Magnetar Financial LLC |
6 |
Larson Financial Group LLC |
6 |
Advisor Group, Inc. |
6 |
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
6 |
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
6 |
Commonwealth Equity Services, Llc |
6 |
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
6 |
Wolverine Trading, Llc |
6 |
EBI - RBB Fund Trust - Longview Advantage ETF |
6 |
Alliancebernstein L.p. |
6 |
Natixis |
6 |
O'shaughnessy Asset Management, Llc |
6 |
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
6 |
Northwestern Mutual Wealth Management Co |
6 |
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
6 |
Caitong International Asset Management Co., Ltd |
6 |
Police & Firemen's Retirement System of New Jersey |
6 |
Klp Kapitalforvaltning As |
6 |
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
6 |
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
6 |
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
6 |
CENTRAL TRUST Co |
6 |
Paloma Partners Management Co |
6 |
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
6 |
Css Llc/il |
6 |
Keybank National Association/oh |
6 |
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
6 |
Prospera Financial Services Inc |
6 |
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
6 |
Cetera Advisor Networks LLC |
6 |
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
6 |
Sanctuary Advisors, LLC |
6 |
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF |
6 |
Calamos Strategic Total Return Fund |
6 |
Cromwell Holdings LLC |
6 |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
6 |
Td Private Client Wealth Llc |
6 |
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
6 |
Huntington National Bank |
6 |
Global Financial Private Client, LLC |
6 |
NewSquare Capital LLC |
6 |
Federation des caisses Desjardins du Quebec |
6 |
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
6 |
1832 Asset Management L.P. |
6 |
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
6 |
Central Pacific Bank - Trust Division |
6 |
Ashton Thomas Private Wealth, LLC |
6 |
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
6 |
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
6 |
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
6 |
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
6 |
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
6 |
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
6 |
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
6 |
Nordea Investment Management Ab |
6 |
Colony Group, LLC |
6 |
Pathstone Holdings, LLC |
6 |
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
6 |
Bartlett & Co. Wealth Management Llc |
6 |
Teacher Retirement System Of Texas |
6 |
Howe & Rusling Inc |
6 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
6 |
Dynamic Technology Lab Private Ltd |
6 |
Smartleaf Asset Management LLC |
6 |
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
6 |
Skopos Labs, Inc. |
6 |
Glenmede Trust Co Na |
6 |
Quest Partners LLC |
6 |
Credit Agricole S A |
6 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
6 |
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
6 |
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
6 |
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
6 |
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
6 |
Twin Peaks Wealth Advisors, LLC |
6 |
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
6 |
Plante Moran Financial Advisors, LLC |
6 |
Versor Investments LP |
6 |
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
6 |
Boston Income Portfolio - Boston Income Portfolio |
6 |
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
6 |
Putnam Investments Llc |
6 |
Pictet Asset Management Holding SA |
6 |
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
6 |
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
6 |
Massachusetts Financial Services Co /ma/ |
6 |
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
6 |
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
6 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
6 |
VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares |
6 |
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
6 |
Asset Management One Co., Ltd. |
6 |
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
6 |
Nebula Research & Development LLC |
6 |
Aigen Investment Management, Lp |
6 |
Vanguard Whitehall Funds |
6 |
Illinois Municipal Retirement Fund |
6 |
Delaware Enhanced Global Dividend & Income Fund |
6 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
6 |
Vanguard World Fund |
6 |
BlackRock Advisors LLC |
6 |
True Wealth Design, LLC |
6 |
CI Private Wealth, LLC |
6 |
Sherbrooke Park Advisers Llc |
6 |
Oppenheimer Funds Inc |
6 |
Tcw Strategic Income Fund Inc |
6 |
Janus Henderson Group Plc |
6 |
Quarry LP |
6 |
Harvest Fund Management Co., Ltd |
6 |
Axq Capital, Lp |
6 |
Private Trust Co Na |
6 |
GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
6 |
Colonial Trust Co / SC |
6 |
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
6 |
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
6 |
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
6 |
Hartford Mutual Funds Inc/ct |
6 |
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
6 |
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
6 |
Vestcor Inc |
6 |
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
6 |
Intech Investment Management Llc |
6 |
Hantz Financial Services, Inc. |
6 |
DAACX - Adviser Managed Trust - Diversified Equity Fund |
6 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
6 |
Louisiana State Employees Retirement System |
6 |
Quantbot Technologies LP |
6 |
Column Capital Advisors, LLC |
6 |
Canada Pension Plan Investment Board |
6 |
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
6 |
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
6 |
Parallel Advisors, LLC |
6 |
Quent Capital, LLC |
6 |
BlackRock Group LTD |
6 |
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
6 |
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
6 |
D.a. Davidson & Co. |
6 |
Bayesian Capital Management, LP |
6 |
State Board Of Administration Of Florida Retirement System |
6 |
Twinbeech Capital Lp |
6 |
Ensign Peak Advisors, Inc |
6 |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
6 |
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund |
6 |
Capital Fund Management S.a. |
6 |
Allworth Financial LP |
6 |
Covestor Ltd |
6 |
Voya Investment Management Llc |
6 |
CoreCap Advisors, LLC |
6 |
State of Wyoming |
6 |
Voloridge Investment Management, Llc |
6 |
Blair William & Co/il |
6 |
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
5 |
Ajo, Lp |
5 |
Vontobel Holding Ltd. |
5 |
Creative Financial Designs Inc /adv |
5 |
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
5 |
Emerald Acquisition Ltd. |
5 |
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
5 |
Jefferies Group LLC |
5 |
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
5 |
Dark Forest Capital Management Lp |
5 |
Ameritas Advisory Services, LLC |
5 |
Interchange Capital Partners, LLC |
5 |
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class |
5 |
Disciplined Investments, LLC |
5 |
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
5 |
We Are One Seven, LLC |
5 |
Assured Investment Management LLC |
5 |
Summit Trail Advisors, Llc |
5 |
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
5 |
Carolinas Wealth Consulting Llc |
5 |
MUFG Americas Holdings Corp |
5 |
Invictus RG |
5 |
Sound Income Strategies, LLC |
5 |
Berman Capital Advisors, LLC |
5 |
Holocene Advisors, LP |
5 |
North Star Investment Management Corp. |
5 |
Mv Capital Management, Inc. |
5 |
Amundi Pioneer Asset Management Inc |
5 |
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I |
5 |
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
5 |
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
5 |
Rise Advisors, LLC |
5 |
Byrne Asset Management LLC |
5 |
Scopus Asset Management, L.p. |
5 |
United Capital Financial Advisers, Llc |
5 |
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
5 |
Redwood Investment Management, Llc |
5 |
Graham Capital Management, L.P. |
5 |
BlackRock Japan Co. Ltd |
5 |
A.R.T. Advisors, LLC |
5 |
PineBridge Investments, L.P. |
5 |
Pathstone Family Office, Llc |
5 |
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
5 |
Sciencast Management LP |
5 |
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
5 |
Pictet Asset Management Ltd |
5 |
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
5 |
Forum Financial Management, LP |
5 |
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
5 |
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
5 |
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
5 |
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
5 |
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
5 |
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
5 |
Wedge Capital Management L L P/nc |
5 |
Mirae Asset Global Investments Co., Ltd. |
5 |
WPG Advisers, LLC |
5 |
Binnacle Investments Inc |
5 |
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 |
5 |
West Tower Group, LLC |
5 |
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
5 |
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
5 |
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A |
5 |
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF |
5 |
VCGAX - VALIC Co I - Growth & Income Fund |
5 |
Headlands Technologies LLC |
5 |
Banque Cantonale Vaudoise |
5 |
CSat Investment Advisory, L.P. |
5 |
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
5 |
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
5 |
Fred Alger Management, Llc |
5 |
MML Series Investment Fund II - MML Equity Rotation Fund Class II |
5 |
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
5 |
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
5 |
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
5 |
Procyon Private Wealth Partners, LLC |
5 |
IECS - iShares U.S. ETF Trust - iShares Evolved U.S. Consumer Staples ETF |
5 |
Arkadios Wealth Advisors |
5 |
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
5 |
GV Financial Advisors |
5 |
Banque Transatlantique SA |
5 |
Inceptionr Llc |
5 |
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
5 |
Steward Financial Group LLC |
5 |
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
5 |
Bayforest Capital Ltd |
5 |
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
5 |
Peak6 Llc |
5 |
Farringdon Capital, Ltd. |
5 |
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
5 |
Griffin Institutional Access Credit Fund |
5 |
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
5 |
Assenagon Asset Management S.A. |
5 |
Motco |
5 |
Jain Global LLC |
5 |
UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods |
5 |
Qsemble Capital Management, LP |
5 |
Hillsdale Investment Management Inc. |
5 |
Empowered Funds, LLC |
5 |
Parkworth Wealth Management, Inc. |
5 |
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
5 |
Proficio Capital Partners LLC |
5 |
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
5 |
Bridgeway Capital Management Inc |
5 |
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
5 |
Edgestream Partners, L.P. |
5 |
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
5 |
Rialto Wealth Management, LLC |
5 |
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
5 |
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
5 |
Meeder Asset Management Inc |
5 |
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
5 |
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
5 |
Trust Co |
5 |
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
5 |
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
5 |
MetLife Securities, Inc |
5 |
Xponance, Inc. |
5 |
First Republic Investment Management, Inc. |
5 |
Standard Family Office LLC |
5 |
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
5 |
Stephens Consulting, LLC |
5 |
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged |
5 |
New York Life Investment Management Llc |
5 |
Highland Capital Management, Llc |
5 |
Ellington Management Group Llc |
5 |
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
5 |
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
5 |
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
5 |
YHB Investment Advisors, Inc. |
5 |
JHMS - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Consumer Staples ETF |
5 |
SBI Securities Co., Ltd. |
5 |
Washington Trust Bank |
5 |
Weiss Multi-Strategy Advisers LLC |
5 |
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
5 |
Usca Ria Llc |
5 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
5 |
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
5 |
Twin Tree Management, LP |
5 |
Petrus Trust Company, LTA |
5 |
King Luther Capital Management Corp |
5 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
5 |
Cerity Partners LLC |
5 |
VCHYX - VALIC Co II - High Yield Bond Fund |
5 |
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
5 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
5 |
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
5 |
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
5 |
Ivy High Income Opportunities Fund |
5 |
Aster Capital Management (DIFC) Ltd |
5 |
ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
5 |
Cipher Capital LP |
5 |
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
5 |
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV |
5 |
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund |
5 |
Employees Retirement System of Texas |
5 |
TCI Wealth Advisors, Inc. |
5 |
Earnest Partners Llc |
5 |
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
5 |
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
5 |
Crestline Management, LP |
5 |
Parallax Volatility Advisers, L.P. |
5 |
Navellier & Associates Inc |
5 |
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
5 |
Retirement Group, LLC |
5 |
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
5 |
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
5 |
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
5 |
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
5 |
Sandy Spring Bank |
5 |
Summit Global Investments |
5 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
5 |
WFG Advisors, LP |
5 |
Xact Kapitalforvaltning AB |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
5 |
Sunbelt Securities, Inc. |
5 |
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
5 |
Northwest & Ethical Investments L.P. |
5 |
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
5 |
PEAK6 Investments, L.P. |
5 |
Bank Julius Baer & Co. Ltd, Zurich |
5 |
Pictet Asset Management Sa |
5 |
Oxford Asset Management Llp |
5 |
HAP Trading, LLC |
5 |
Kcg Holdings, Inc. |
5 |
Meridian Wealth Partners, LLC |
5 |
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
5 |
Gradient Investments LLC |
5 |
Ashton Thomas Securities, Llc |
5 |
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
5 |
Penserra Capital Management LLC |
5 |
Rothschild Investment Llc |
5 |
IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
5 |
Eaton Vance Management |
5 |
QS Investors, LLC |
5 |
Brinker Capital Investments, LLC |
5 |
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
5 |
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund |
5 |
Susquehanna Fundamental Investments, Llc |
5 |
Waddell & Reed Financial Inc |
5 |
Element Capital Management Llc |
5 |
Bridgewater Associates, LP |
5 |
Liberty Mutual Group Asset Management Inc. |
5 |
Commerce Bank |
5 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
5 |
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
5 |
Point72 (DIFC) Ltd |
5 |
Fuller & Thaler Asset Management, Inc. |
5 |
FTXG - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Food & Beverage ETF |
5 |
FineMark National Bank & Trust |
5 |
Connor, Clark & Lunn Investment Management Ltd. |
5 |
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
5 |
Private Advisor Group, LLC |
5 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
5 |
LRI Investments, LLC |
5 |
Brevan Howard Capital Management LP |
5 |
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
5 |
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
5 |
Symphony Financial, Ltd. Co. |
5 |
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
5 |
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
5 |
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF |
5 |
Thurston, Springer, Miller, Herd & Titak, Inc. |
5 |
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF |
5 |
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
5 |
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
5 |
Harel Insurance Investments & Financial Services Ltd. |
5 |
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
5 |
Regentatlantic Capital Llc |
5 |
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
5 |
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
5 |
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF |
5 |
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
5 |
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
5 |
Toronto Dominion Bank |
5 |
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
5 |
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
5 |
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
5 |
Lee Financial Co |
5 |
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
5 |
Aquatic Capital Management LLC |
5 |
Kapitalo Investimentos Ltda |
5 |
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF |
5 |
Lido Advisors, LLC |
5 |
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
5 |
Mascoma Wealth Management LLC |
5 |
Creekmur Asset Management LLC |
5 |
Corton Capital Inc. |
5 |
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
5 |
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
5 |
Caxton Associates Lp |
5 |
Belpointe Asset Management LLC |
5 |
Aberdeen Global Income Fund Inc |
5 |
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA |
5 |
TFC Financial Management |
5 |
Farmers & Merchants Investments Inc |
5 |
Optiver Holding B.V. |
5 |
Managed Account Advisors Llc |
5 |
Evercore Wealth Management, LLC |
5 |
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
5 |
EntryPoint Capital, LLC |
5 |
Continuum Advisory, LLC |
5 |
GRES - IndexIQ ETF Trust - IQ Global Resources ETF |
5 |
Ergoteles LLC |
5 |
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
5 |
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
5 |
Abich Financial Wealth Management LLC |
5 |
Peapack Gladstone Financial Corp |
5 |
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
5 |
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
5 |
Standard Life Aberdeen plc |
5 |
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
5 |
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
5 |
Aperio Group, LLC |
5 |
Nuveen Nasdaq 100 Dynamic Overwrite Fund |
5 |
Marshall Wace North America L.P. |
5 |
Sachetta, LLC |
5 |
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
5 |
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
5 |
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 |
5 |
Level Four Advisory Services, Llc |
5 |
DiNuzzo Private Wealth, Inc. |
5 |
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
5 |
First Manhattan Co |
5 |
Lecap Asset Management Ltd |
5 |
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
5 |
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
5 |
Ci Investments Inc. |
5 |
RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class |
5 |
Park Avenue Securities Llc |
5 |
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
5 |
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
5 |
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
5 |
Thompson Siegel & Walmsley Llc |
5 |
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
5 |
Laurion Capital Management LP |
5 |
Baker Avenue Asset Management, LP |
5 |
Adirondack Trust Co |
5 |
XHYD - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF |
5 |
Alyeska Investment Group, L.P. |
5 |
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
5 |
Advanced Series Trust - Ast High Yield Portfolio |
5 |
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
5 |
FourThought Financial, LLC |
5 |
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
5 |
Trust Point Inc. |
5 |
VCBDX - VALIC Co I - Core Bond Fund |
5 |
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
5 |
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
5 |
Hm Payson & Co |
5 |
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
5 |
M&t Bank Corp |
5 |
JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A) |
5 |
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio |
5 |
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
5 |
Jennison Associates Llc |
5 |
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
5 |
First Personal Financial Services |
5 |
Beaird Harris Wealth Management, LLC |
5 |
Handelsbanken Fonder AB |
5 |
Los Angeles Capital Management Llc |
5 |
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
5 |
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
5 |
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
5 |
BlueCrest Capital Management Ltd |
5 |
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
5 |
Colony Group Llc |
5 |
Contravisory Investment Management, Inc. |
5 |
Driehaus Capital Management Llc |
5 |
Country Trust Bank |
5 |
Moors & Cabot, Inc. |
5 |
Fortitude Family Office, LLC |
5 |
First Hawaiian Bank |
5 |
Bruce G. Allen Investments, LLC |
5 |
Adage Capital Partners Gp, L.l.c. |
5 |
Quantitative Systematic Strategies LLC |
5 |
CIBC Asset Management Inc |
5 |
Fox Run Management, L.l.c. |
5 |
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV |
5 |
Anchor Investment Management, LLC |
5 |
Metropolitan Life Insurance Co/ny |
5 |
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class |
5 |
Atria Wealth Solutions, Inc. |
5 |
Hbk Investments L P |
5 |
Amalgamated Financial Corp. |
5 |
Brookstone Capital Management |
5 |
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
5 |
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
5 |
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
5 |
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
5 |
Bogart Wealth, LLC |
5 |
CIBC World Markets Inc. |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
5 |
Williams Jones Wealth Management, LLC. |
5 |
Atria Investments Llc |
5 |
Td Asset Management Inc |
5 |
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
5 |
Cornerstone Capital Management Holdings Llc. |
5 |
Avion Wealth |
5 |
Principal Funds Inc |
5 |
Sageworth Trust Co |
5 |
Hemington Wealth Management |
5 |
GW&K Investment Management, LLC |
5 |
United Services Automobile Association |
5 |
Tompkins Financial Corp |
5 |
Wealth Enhancement Advisory Services, Llc |
5 |
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
5 |
Eagle Bay Advisors LLC |
5 |
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
5 |
Snowden Capital Advisors LLC |
5 |
PBJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Food & Beverage ETF |
5 |
Gabelli Convertible & Income Securities Fund Inc |
5 |
Stonehage Fleming Financial Services Holdings Ltd |
5 |
FORA Capital, LLC |
5 |
Savoir Faire Capital Management, L.P. |
5 |
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
5 |
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
5 |
Vident Advisory, LLC |
5 |
Benjamin Edwards Inc |
5 |
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
5 |
People's United Financial, Inc. |
5 |
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
5 |
TD Waterhouse Canada Inc. |
5 |
Maverick Capital Ltd |
5 |
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
5 |
Shelton Capital Management |
5 |
Envestnet Portfolio Solutions, Inc. |
5 |
Prestige Wealth Management Group LLC |
5 |
PSL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Staples Momentum ETF |
5 |
Mercer Global Advisors Inc /adv |
5 |
Schubert & Co |
5 |
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
5 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
5 |
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
5 |
Nbc Securities, Inc. |
5 |
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
5 |
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
5 |
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
5 |
Retirement Systems of Alabama |
5 |
Toroso Investments, LLC |
5 |
Great West Life Assurance Co /can/ |
5 |
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
5 |
Aviva Plc |
5 |
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
5 |
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
5 |
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
5 |
Cape Investment Advisory, Inc. |
5 |
Atom Investors LP |
5 |
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
5 |
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
5 |
State of New Jersey Common Pension Fund D |
5 |
Quantinno Capital Management LP |
5 |
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
5 |
Neo Ivy Capital Management |
5 |
Cullen/frost Bankers, Inc. |
5 |
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
5 |
Tarbox Family Office, Inc. |
5 |
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
5 |
Zions Bancorporation, N.A. |
5 |
BlackRock ESG Capital Allocation Trust |
5 |
Piedmont Investment Advisors Llc |
5 |
High Note Wealth, LLC |
5 |
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
5 |
Enterprise Financial Services Corp |
5 |
Duality Advisers, Lp |
5 |
Blueshift Asset Management, LLC |
5 |
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
5 |
Gts Securities Llc |
5 |
Trust Co Of Vermont |
5 |
Rehmann Capital Advisory Group |
5 |
Alphacrest Capital Management Llc |
5 |
APG Asset Management N.V. |
5 |
Quantitative Investment Management, LLC |
5 |
Ethic Inc. |
5 |
Pearl River Capital, LLC |
5 |
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
5 |
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
5 |
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
5 |
Great Lakes Advisors, Llc |
5 |
RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity |
5 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
5 |
Cary Street Partner Investment Advisory Llc |
5 |
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
5 |
Wipfli Financial Advisors Llc, |
5 |
Wiley Bros.-aintree Capital, Llc |
5 |
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
5 |
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
5 |
Hartland & Co., LLC |
5 |
Johnson Financial Group, Inc. |
5 |
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
5 |
Virtus Investment Advisers, Inc. |
5 |
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
5 |
Cookson Peirce & Co Inc |
5 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
5 |
Itau Unibanco Holding S.A. |
5 |
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
5 |
Ubs Oconnor Llc |
5 |
Quantamental Technologies LLC |
5 |
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
5 |
Ellevest, Inc. |
5 |
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
5 |
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
5 |
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
5 |
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
5 |
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
5 |
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
5 |
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
5 |
Alpine Global Management, LLC |
5 |
Colonial Trust Advisors |
5 |
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
5 |
Mosaic Family Wealth, LLC |
5 |
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 |
5 |
Algert Global Llc |
5 |
Tfo-tdc, Llc |
5 |
First Mercantile Trust Co |
5 |
Hussman Strategic Advisors, Inc. |
5 |
Schroder Investment Management Group |
5 |
SJS Investment Consulting Inc. |
5 |
VDAFX - VALIC Co I - Dynamic Allocation Fund |
5 |
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
5 |
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
5 |
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
5 |
Virginia Retirement Systems Et Al |
5 |
Tucker Asset Management Llc |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
5 |
Kayne Anderson Rudnick Investment Management Llc |
5 |
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
5 |
SOUTH STATE Corp |
5 |
Teza Capital Management LLC |
5 |
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A |
5 |
Profunds - Profund Vp Consumer Goods |
5 |
NumerixS Investment Technologies Inc |
5 |
Prudential Short Duration High Yield Fund, Inc. |
5 |
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
5 |
Ieq Capital, Llc |
5 |
CX Institutional |
5 |
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
5 |
Mount Yale Investment Advisors, LLC |
5 |
Jfs Wealth Advisors, Llc |
5 |
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
5 |
Cambridge Trust Co |
5 |
Valley National Advisers Inc |
5 |
Weiss Strategic Interval Fund |
5 |
Sofos Investments, Inc. |
5 |
STXV - EA Series Trust - Strive 1000 Value ETF |
5 |
Airain ltd |
5 |
Campbell & CO Investment Adviser LLC |
5 |
Advisors Asset Management, Inc. |
5 |
NEXT Financial Group, Inc |
5 |
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
5 |
Integrated Wealth Concepts LLC |
5 |
MUFG Securities EMEA plc |
5 |
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
5 |
Mather Group, Llc. |
5 |
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
5 |
Cibc World Markets Corp |
5 |
Rockefeller Capital Management L.P. |
5 |
Savant Capital, LLC |
5 |
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
5 |
Blackstone / Gso Floating Rate Enhanced Income Fund |
5 |
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
5 |
Point72 Hong Kong Ltd |
5 |
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
5 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
5 |
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
5 |
Bridgefront Capital, LLC |
5 |
Grove Bank & Trust |
5 |
JNBA Financial Advisors |
5 |
American Portfolios Advisors |
5 |
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
4 |
Cavalier Investments, LLC |
4 |
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
4 |
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
4 |
Rothschild Asset Management Inc |
4 |
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A |
4 |
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
4 |
Sanctuary Wealth Advisors, LLC |
4 |
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund |
4 |
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
4 |
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF |
4 |
Citizens Financial Group Inc/ri |
4 |
C M Bidwell & Associates Ltd |
4 |
Weiss Asset Management LP |
4 |
Rafferty Asset Management, LLC |
4 |
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
4 |
Catalyst Capital Advisors LLC |
4 |
Spark Investment Management LLC |
4 |
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
4 |
Wealthfront Inc |
4 |
Advisors Preferred, LLC |
4 |
Integrated Investment Consultants, LLC |
4 |
Moneta Group Investment Advisors Llc |
4 |
Williams Jones & Associates LLC |
4 |
Grantham, Mayo, Van Otterloo & Co. LLC |
4 |
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
4 |
National Asset Management, Inc. |
4 |
Fort, L.p. |
4 |
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y |
4 |
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
4 |
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
4 |
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund |
4 |
Northwestern Mutual Investment Management Company, Llc |
4 |
Stone Ridge Asset Management LLC |
4 |
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A |
4 |
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y |
4 |
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
4 |
Absolute Return Capital, LLC |
4 |
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
4 |
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
4 |
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
4 |
Brandywine Global Investment Management, LLC |
4 |
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
4 |
Bailard, Inc. |
4 |
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
4 |
TCTC Holdings, LLC |
4 |
Tlp Group Llc |
4 |
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF |
4 |
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
4 |
Coastal Bridge Advisors, LLC |
4 |
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
4 |
Ascend Capital, Llc |
4 |
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
4 |
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
4 |
Lombard Odier Asset Management (Europe) Ltd |
4 |
Allstate Corp |
4 |
Bronson Point Management LLC |
4 |
Bluefin Trading, LLC |
4 |
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
4 |
Systematic Financial Management Lp |
4 |
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A |
4 |
Rocky Mountain Advisers, Llc |
4 |
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
4 |
Point72 Asia (Singapore) Pte. Ltd. |
4 |
Ropes Wealth Advisors Llc |
4 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
4 |
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
4 |
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
4 |
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
4 |
Associated Banc-corp |
4 |
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
4 |
New Mexico Educational Retirement Board |
4 |
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
4 |
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
4 |
Westpac Banking Corp |
4 |
Dubuque Bank & Trust Co |
4 |
Nations Financial Group Inc, /ia/ /adv |
4 |
Highlander Capital Management, LLC |
4 |
Capula Management Ltd |
4 |
683 Capital Management, LLC |
4 |
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
4 |
Institutional & Family Asset Management, Llc |
4 |
Advance Capital I Inc |
4 |
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
4 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
4 |
USA Financial Portformulas Corp |
4 |
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
4 |
Riverhead Capital Management Llc |
4 |
Ontario Teachers Pension Plan Board |
4 |
Cantab Capital Partners LLP |
4 |
Boston Private Wealth Llc |
4 |
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
4 |
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
4 |
M&g Investment Management Ltd |
4 |
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
4 |
Wealthspire Advisors, L.P. |
4 |
VTL Associates, LLC |
4 |
SAC Capital Advisors LP |
4 |
Index Management Solutions, LLC |
4 |
Railway Pension Investments Ltd |
4 |
City National Bank |
4 |
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
4 |
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
4 |
Profund Advisors Llc |
4 |
Stevens Capital Management Lp |
4 |
Legg Mason Investment Counsel, LLC |
4 |
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
4 |
Jane Street Holding, LLC |
4 |
EAM Investors, LLC |
4 |
Qs Batterymarch Financial Management, Inc |
4 |
SevenBridge Financial Group, LLC |
4 |
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
4 |
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
4 |
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
4 |
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class |
4 |
Man Investments Ltd |
4 |
Societe Generale |
4 |
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
4 |
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
4 |
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
4 |
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
4 |
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
4 |
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
4 |
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
4 |
Wealthcare Advisory Partners LLC |
4 |
VCAAX - VALIC Co I - Asset Allocation Fund |
4 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio |
4 |
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
4 |
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
4 |
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
4 |
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
4 |
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
4 |
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
4 |
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust |
4 |
RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
4 |
VCCBX - VALIC Co II - Core Bond Fund |
4 |
VCSBX - VALIC Co II - Strategic Bond Fund |
4 |
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
4 |
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
4 |
Horizon Investments, LLC |
4 |
Jacobi Capital Management LLC |
4 |
Kepos Capital LP |
4 |
Etf Managers Group, Llc |
4 |
StoneX Group Inc. |
4 |
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio |
4 |
AustralianSuper Pty Ltd |
4 |
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
4 |
Simon Quick Advisors, Llc |
4 |
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
4 |
Kingsview Wealth Management, LLC |
4 |
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
4 |
Meyer Handelman Co |
4 |
AGF Investments LLC |
4 |
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
4 |
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
4 |
Royal London Asset Management Ltd |
4 |
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
4 |
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
4 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
4 |
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
4 |
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
4 |
Avantax Planning Partners, Inc. |
4 |
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
4 |
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
4 |
Elkfork Partners LLC |
4 |
Capital Investment Advisory Services, LLC |
4 |
JJJ Advisors Inc. |
4 |
Mason Street Advisors, Llc |
4 |
Financial Advisors Network, Inc. |
4 |
Quaker Wealth Management, LLC |
4 |
Symmetry Partners, LLC |
4 |
Reilly Financial Advisors, Llc |
4 |
Key FInancial Inc |
4 |
Kehrs Ridge Capital,LLC |
4 |
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
4 |
College Retirement Equities Fund |
4 |
Independent Advisor Alliance |
4 |
Moloney Securities Asset Management, LLC |
4 |
IBM Retirement Fund |
4 |
IHT Wealth Management, LLC |
4 |
Meadow Creek Investment Management LLC |
4 |
Woodline Partners LP |
4 |
Orion Portfolio Solutions, LLC |
4 |
Center for Financial Planning, Inc. |
4 |
Cigna Investments Inc /new |
4 |
Candlestick Capital Management LP |
4 |
Deseret Mutual Benefit Administrators |
4 |
Cinctive Capital Management LP |
4 |
South Dakota Investment Council |
4 |
Mirabella Financial Services Llp |
4 |
Wealth Quarterback LLC |
4 |
Ritholtz Wealth Management |
4 |
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund |
4 |
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF |
4 |
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
4 |
Heritage Wealth Advisors |
4 |
Agf Investments Inc. |
4 |
Gemmer Asset Management LLC |
4 |
Doyle Wealth Management |
4 |
Pinnacle Bancorp, Inc. |
4 |
SpiderRock Advisors, LLC |
4 |
Winton Capital Management Ltd |
4 |
Fieldpoint Private Securities, LLC |
4 |
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
4 |
Ziegler Capital Management, LLC |
4 |
Northern Trust Co Of Connecticut |
4 |
Flagship Harbor Advisors, Llc |
4 |
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
4 |
Banco Bilbao Vizcaya Argentaria, S.a. |
4 |
Rosenberg Matthew Hamilton |
4 |
Rsm Us Wealth Management Llc |
4 |
Rathbone Brothers plc |
4 |
tru Independence LLC |
4 |
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
4 |
FundVantage Trust - Verplanck Balanced Fund |
4 |
Convergence Investment Partners, LLC |
4 |
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
4 |
AIEQ - ETF Managers Trust - AI Powered Equity ETF |
4 |
Bb&t Investment Services, Inc. |
4 |
Capital Bank & Trust Co |
4 |
Vantage Investment Advisors, LLC |
4 |
Crossmark Global Holdings, Inc. |
4 |
Csenge Advisory Group |
4 |
Legacy Advisors, LLC |
4 |
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
4 |
Cerebellum GP, LLC |
4 |
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
4 |
Lighthouse Investment Partners, LLC |
4 |
Clinton Group Inc |
4 |
Front Row Advisors LLC |
4 |
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
4 |
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
4 |
Hennessy Advisors Inc |
4 |
Invesco High Income Trust Ii |
4 |
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
4 |
Sculptor Capital LP |
4 |
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
4 |
Tocqueville Asset Management L.p. |
4 |
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
4 |
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
4 |
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class |
4 |
Manchester Capital Management LLC |
4 |
Intrua Financial, LLC |
4 |
Parametrica Management Ltd |
4 |
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
4 |
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
4 |
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
4 |
Irish Life Investment Managers Ltd. |
4 |
First Horizon Corp |
4 |
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
4 |
Wilbanks Smith & Thomas Asset Management Llc |
4 |
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
4 |
Kestra Advisory Services, LLC |
4 |
Founders Financial Alliance, LLC |
4 |
Cordant, Inc. |
4 |
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
4 |
Calvert Investment Management, Inc. |
4 |
BlackRock Capital Allocation Trust |
4 |
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
4 |
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
4 |
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
4 |
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
4 |
Dupont Capital Management Corp |
4 |
Rational Advisors Llc |
4 |
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
4 |
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
4 |
Timber Hill LLC |
4 |
Addison Advisors LLC |
4 |
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
4 |
GPS Wealth Strategies Group, LLC |
4 |
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A |
4 |
Blackrock Debt Strategies Fund, Inc. |
4 |
IAG Wealth Partners, LLC |
4 |
Vantage Consulting Group Inc |
4 |
Alpha Paradigm Partners, LLC |
4 |
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I |
4 |
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
4 |
Sittner & Nelson, Llc |
4 |
Segall Bryant & Hamill, Llc |
4 |
CoreFirst Bank & Trust |
4 |
FNY Managed Accounts LLC |
4 |
Northwest Investment Counselors, Llc |
4 |
NORTHERN FUNDS - U.S. Quality ESG Fund Class I |
4 |
Childress Capital Advisors, Llc |
4 |
Coppell Advisory Solutions LLC |
4 |
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
4 |
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
4 |
Shay Capital LLC |
4 |
Symphony Asset Management Llc |
4 |
Guardian Wealth Advisors, LLC |
4 |
Sargent Bickham Lagudis LLC |
4 |
Bank of New Hampshire |
4 |
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
4 |
Advisor Resource Council |
4 |
Gabelli Equity Trust Inc |
4 |
Newbridge Financial Services Group, Inc. |
4 |
Shufro Rose & Co Llc |
4 |
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
4 |
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
4 |
Hallmark Capital Management Inc |
4 |
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
4 |
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
4 |
U.S. Capital Wealth Advisors, LLC |
4 |
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
4 |
STFGX - Advisers Investment Trust - State Farm Growth Fund |
4 |
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
4 |
Blackstone / Gso Strategic Credit Fund |
4 |
Reuter James Wealth Management, Llc |
4 |
Blackstone / Gso Long-short Credit Income Fund |
4 |
GHP Investment Advisors, Inc. |
4 |
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
4 |
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
4 |
Congress Wealth Management LLC / DE / |
4 |
Harbor Capital Advisors, Inc. |
4 |
Visium Asset Management, LP |
4 |
Norwood Financial Corp |
4 |
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
4 |
Gabelli Dividend & Income Trust |
4 |
Gabelli Healthcare & Wellnessrx Trust |
4 |
Eaton Vance Senior Income Trust |
4 |
Morton Brown Family Wealth, LLC |
4 |
Washington Trust Advisors, Inc. |
4 |
B. Metzler seel. Sohn & Co. AG |
4 |
MQS Management LLC |
4 |
Operose Advisors LLC |
4 |
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
4 |
WASHINGTON TRUST Co |
4 |
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
4 |
Tri-continental Corp |
4 |
PGGM Investments |
4 |
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
4 |
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
4 |
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
4 |
Transamerica Financial Advisors, Inc. |
4 |
Bryn Mawr Capital Management Inc |
4 |
Oliver Lagore Vanvalin Investment Group |
4 |
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
4 |
Independent Portfolio Consultants, Inc. |
4 |
ClariVest Asset Management LLC |
4 |
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
4 |
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
4 |
Americafirst Capital Management, Llc |
4 |
Foster Dykema Cabot & Co Inc/ma |
4 |
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
4 |
Optimum Investment Advisors |
4 |
Tcwp Llc |
4 |
Beacon Capital Management, LLC |
4 |
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
4 |
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
4 |
Vise Technologies, Inc. |
4 |
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
4 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
4 |
Axxcess Wealth Management, Llc |
4 |
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
4 |
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
4 |
Coston, McIsaac & Partners |
4 |
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
4 |
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
4 |
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
4 |
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
4 |
Thompson Investment Management, Inc. |
4 |
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
4 |
RFP Financial Group LLC |
4 |
Icon Advisers Inc/co |
4 |
Redwood Wealth Management Group, LLC |
4 |
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
4 |
SYSTM Wealth Solutions LLC |
4 |
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
4 |
New America High Income Fund Inc |
4 |
Moran Wealth Management, LLC |
4 |
LGT Financial Advisors LLC |
4 |
Readystate Asset Management Lp |
4 |
Point72 Middle East FZE |
4 |
World Asset Management Inc |
4 |
Guggenheim Strategic Opportunities Fund |
4 |
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
4 |
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
4 |
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
4 |
Delaware Investments Dividend & Income Fund, Inc |
4 |
STXG - EA Series Trust - Strive 1000 Growth ETF |
4 |
V-Square Quantitative Management LLC |
4 |
Fifth Third Wealth Advisors LLC |
4 |
Avalon Trust Co |
4 |
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
4 |
Regal Investment Advisors LLC |
4 |
Impact Partnership Wealth, LLC |
4 |
HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
4 |
UniSuper Management Pty Ltd |
4 |
Dunhill Financial, LLC |
4 |
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
4 |
Arlington Trust Co LLC |
4 |
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
4 |
Sutton Wealth Advisors Inc. |
4 |
Gateway Investment Advisers Llc |
4 |
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF |
4 |
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
4 |
Financial Perspectives, Inc |
4 |
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
4 |
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
4 |
Cornerstone Advisors, Inc. |
4 |
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
4 |
Brookfield Asset Management Inc. |
4 |
First Trust High Income Long/short Fund |
4 |
E. Ohman J:or Asset Management AB |
4 |
Bare Financial Services, Inc |
4 |
Eaton Vance Senior Floating Rate Trust |
4 |
Northwest Financial Advisors |
4 |
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
4 |
CenterStar Fund, LLC |
4 |
Private Wealth Management Group, LLC |
4 |
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
4 |
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
4 |
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
4 |
Financial Network Wealth Advisors LLC |
4 |
Ilex Capital Partners (UK) LLP |
4 |
Janus Capital Management Llc |
4 |
Susquehanna Portfolio Strategies, LLC |
4 |
Caitlin John, LLC |
4 |
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
4 |
Entropy Technologies, LP |
4 |
nVerses Capital, LLC |
4 |
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
4 |
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares |
4 |
Pineridge Advisors LLC |
4 |
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
4 |
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
4 |
American Capital Advisory, LLC |
4 |
CCMG - EA Series Trust - CCM Global Equity ETF |
4 |
Vigilant Capital Management, LLC |
4 |
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
4 |
M&G Plc |
4 |
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
4 |
Scotia Capital Inc. |
4 |
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
4 |
Glen Eagle Advisors, LLC |
4 |
Lynx Investment Advisory |
4 |
Menta Capital Llc |
4 |
Duncker Streett & Co Inc |
4 |
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
4 |
Abound Wealth Management |
4 |
Aviso Financial Inc. |
4 |
Bancroft Fund Ltd |
4 |
Centennial Bank/AR/ |
4 |
New Wave Wealth Advisors Llc |
4 |
Kestra Investment Management, LLC |
4 |
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
4 |
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
4 |
Principia Wealth Advisory, LLC |
4 |
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF |
4 |
Silvercrest Asset Management Group Llc |
4 |
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
4 |
WealthTrust-Arizona, LLC |
4 |
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
4 |
Catalyst Funds Management Pty Ltd |
4 |
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
4 |
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
4 |
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
4 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
4 |
Stonebridge Financial Group, LLC |
4 |
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
4 |
Bank of Jackson Hole Trust |
4 |
Whipplewood Advisors, LLC |
4 |
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
4 |
Hughes Financial Services, LLC |
4 |
Zurich Insurance Group Ltd/FI |
4 |
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
4 |
Parvin Asset Management, LLC |
4 |
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
4 |
Natixis Investment Managers International |
4 |
Mpwm Advisory Solutions, Llc |
4 |
Mason Street Advisors, Llc |
4 |
Ameriflex Group, Inc. |
4 |
Dogwood Wealth Management LLC |
4 |
Heartland Advisors Inc |
4 |
Ellsworth Growth & Income Fund Ltd |
4 |
Dreyfus High Yield Strategies Fund |
4 |
Seacrest Wealth Management, Llc |
4 |
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
4 |
SummitTX Capital, L.P. |
4 |
Redwood Investments, LLC |
4 |
Bedel Financial Consulting, Inc. |
4 |
CenterStar Asset Management, LLC |
4 |
TradeLink Global Equity LLC |
4 |
Carmichael Hill & Associates, Inc. |
4 |
Pine River Capital Management L.P. |
4 |
Raymond James Trust N.a. |
4 |
Credential Qtrade Securities Inc. |
4 |
Old Mission Capital Llc |
4 |
Traub Capital Management LLC |
4 |
Legacy Financial Advisors, Inc. |
4 |
Hutchin Hill Capital, LP |
4 |
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
4 |
QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
4 |
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
4 |
Centaurus Financial, Inc. |
4 |
Crewe Advisors LLC |
4 |
Pinnacle Wealth Planning Services, Inc. |
4 |
Icon Wealth Partners, LLC |
4 |
HighVista Strategies LLC |
4 |
Investors Research Corp |
4 |
Glg Llc |
4 |
Merit Financial Group, LLC |
4 |
Ing Groep Nv |
4 |
6 Meridian |
4 |
Mycio Wealth Partners, Llc |
4 |
First Command Advisory Services, Inc. |
4 |
Measured Wealth Private Client Group, LLC |
4 |
Alambic Investment Management, L.P. |
4 |
Prime Capital Investment Advisors, LLC |
4 |
Securian Asset Management, Inc |
4 |
Eagle Asset Management Inc |
4 |
Varma Mutual Pension Insurance Co |
4 |
Atlas Capital Advisors Llc |
4 |
Castleview Partners, Llc |
4 |
Altshuler Shaham Ltd |
4 |
FNY Investment Advisers, LLC |
4 |
Pflug Koory, LLC |
4 |
Cozad Asset Management Inc |
4 |
AlphaMark Advisors, LLC |
4 |
Numeric Investors Llc |
4 |
Korea Investment CORP |
4 |
Global X Management CO LLC |
4 |
Impax Asset Management Group plc |
4 |
Resources Management Corp /ct/ /adv |
4 |
Redhawk Wealth Advisors, Inc. |
4 |
Hudock, Inc. |
4 |
Delta Investment Management, LLC |
4 |
Horizon Kinetics LLC |
4 |
State Of Michigan Retirement System |
4 |
Personal Wealth Partners |
4 |
Costello Asset Management, INC |
4 |
Hanseatic Management Services Inc |
4 |
Tokio Marine Asset Management Co Ltd |
4 |
Spot Trading L.L.C |
4 |
Townsquare Capital Llc |
4 |
DT Investment Partners, LLC |
4 |
Cordasco Financial Network |
4 |
Ameritas Investment Corp |
4 |
Kinneret Advisory, LLC |
4 |
HHM Wealth Advisors, LLC |
4 |
Weld Capital Management Llc |
4 |
Bay Harbor Wealth Management, LLC |
4 |
Alera Investment Advisors, LLC |
4 |
Ogorek Anthony Joseph /ny/ /adv |
4 |
Ossiam |
4 |
VisionPoint Advisory Group, LLC |
4 |
FormulaFolio Investments, LLC |
4 |
Wealthfront Advisers Llc |
4 |
Aspire Private Capital, LLC |
4 |
Quest Capital Management Inc /adv |
4 |
First Quadrant L P/ca |
4 |
Machina Capital S.a.s. |
4 |
IMC-Chicago, LLC |
4 |
Municipal Employees' Retirement System of Michigan |
4 |
RidgeWorth Capital Management LLC |
4 |
Golden State Wealth Management, LLC |
4 |
Coastal Investment Advisors, Inc. |
4 |
Oakbrook Investments Llc |
4 |
American National Bank |
4 |
Eastern Bank |
4 |
Sigma Planning Corp |
4 |
DnB Asset Management AS |
4 |
Jump Trading, Llc |
4 |
Donald L. Hagan, LLC |
4 |
Twin Capital Management Inc |
4 |
Delta Asset Management Llc/tn |
4 |
Alpha Windward Llc |
4 |
Quotient Investors, LLC |
4 |
Evoke Wealth, Llc |
4 |
Pacitti Group Inc. |
4 |
Alaska Permanent Fund Corp |
4 |
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
4 |
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
4 |
Capstone Asset Management Co |
4 |
Webster Bank, N. A. |
4 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
4 |
Carroll Financial Associates, Inc. |
4 |
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A |
4 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
4 |
Lenox Wealth Advisors, LLC |
4 |
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
4 |
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
4 |
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) |
4 |
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
4 |
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
4 |
NOLCX - Northern Funds - Northern Large Cap Core Fund |
4 |
NOLVX - Northern Funds - Northern Large Cap Value Fund |
4 |
Cornercap Investment Counsel Inc |
4 |
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
4 |
Old Mutual Global Investors (UK) Ltd. |
4 |
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
4 |
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class |
4 |
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio |
4 |
Toth Financial Advisory Corp |
4 |
J. Goldman & Co LP |
4 |
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
4 |
Advanced Series Trust - Ast Small-cap Growth Portfolio |
4 |
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
4 |
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
4 |
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
4 |
Krilogy Financial LLC |
4 |
Old National Bancorp /in/ |
4 |
Voya Financial Advisors, Inc. |
4 |
Bruderman Asset Management, LLC |
4 |
Coatue Management Llc |
4 |
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
4 |
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F |
4 |
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
4 |
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
4 |
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
4 |
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
4 |
Logan Capital Management Inc |
4 |
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A |
4 |
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
4 |
ETRADE Capital Management LLC |
4 |
ARGI Investment Services, LLC |
4 |
HOIBX - Homestead Funds Trust - Intermediate Bond Fund |
4 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
4 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
4 |
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
4 |
Robeco Institutional Asset Management B.V. |
4 |
Tredje AP-fonden |
4 |
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
4 |
GFS Advisors, LLC |
4 |
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A |
4 |
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
4 |
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional |
4 |
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
4 |
Zweig-DiMenna Associates LLC |
4 |
Commonwealth Bank Of Australia |
4 |
GAM Holding AG |
4 |
Eclectica Asset Management LLP |
4 |
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
4 |
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
4 |
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
4 |
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
4 |
Bowling Portfolio Management LLC |
4 |
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
4 |
Paradigm Asset Management Co Llc |
4 |
Symons Capital Management Inc |
4 |
Winfield Associates, Inc. |
4 |
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A |
4 |
Argent Trust Co |
4 |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
4 |
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
4 |
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
4 |
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class |
4 |
LS Investment Advisors, LLC |
4 |
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
4 |
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
4 |
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
4 |
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
4 |
FLDFX - Meeder Funds - BALANCED FUND Retail Class |
4 |
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
4 |
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I |
4 |
Lsv Asset Management |
4 |
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
4 |
Karp Capital Management Corp |
4 |
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
4 |
Synovus Financial Corp |
4 |
Nbt Bank N A /ny |
4 |
Burney Co/ |
4 |
MML Series Investment Fund II - MML High Yield Fund Class II |
4 |
Chicago Partners Investment Group LLC |
4 |
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
4 |
Stratos Wealth Partners, LTD. |
4 |
Picton Mahoney Asset Management |
4 |
Vident Investment Advisory, LLC |
4 |
Chicago Equity Partners Llc |
4 |
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
4 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class |
4 |
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
4 |
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
4 |
Ledyard National Bank |
4 |
SPC Financial, Inc. |
4 |
Clarkston Capital Partners, LLC |
4 |
IndexIQ Advisors LLC |
4 |
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
4 |
Integrated Wealth Management |
4 |
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
4 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
4 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
4 |
Weaver C. Barksdale & Associates, Inc. |
4 |
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
4 |
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
4 |
Busey Wealth Management |
4 |
James Investment Research Inc |
4 |
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
4 |
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF |
4 |
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
4 |
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
4 |
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
4 |
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
4 |
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF |
4 |
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares |
4 |
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I |
4 |
Capital Guardian Trust Co |
4 |
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
4 |
Daiwa Securities Group Inc. |
4 |
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
4 |
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N |
4 |
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
4 |
Oakworth Capital, Inc. |
4 |
Somerset Trust Co |
4 |
HighPoint Advisor Group LLC |
4 |
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
4 |
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
4 |
Princeton Alpha Management LP |
4 |
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
4 |
Kiwi Wealth Investments Limited Partnership |
4 |
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
4 |
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
4 |
Freestone Capital Holdings, LLC |
4 |
Suntrust Banks Inc |
4 |
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
4 |
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
4 |
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
4 |
Apriem Advisors |
4 |
First Citizens Bank & Trust Co |
4 |
Warren Averett Asset Management, LLC |
4 |
Alps Advisors Inc |
4 |
Affinity Investment Advisors, Llc |
4 |
Sequoia Financial Advisors, LLC |
4 |
Kornitzer Capital Management Inc /ks |
4 |
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A |
4 |
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
4 |
Capital Analysts, Inc. |
4 |
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
4 |
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
4 |
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A |
4 |
Fidelity Central Investment Portfolios LLC - Fidelity Consumer Staples Central Fund |
4 |
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class |
4 |
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
4 |
USS Investment Management Ltd |
4 |
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
4 |
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
4 |
Wedbush Securities Inc |
4 |
WHIAX - IVY FUNDS - Ivy High Income Fund Class A |
4 |
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
4 |
Cadence Capital Management Llc |
4 |
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A |
4 |
Fjarde Ap-fonden /fourth Swedish National Pension Fund |
4 |
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
4 |
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II |
4 |
RHJ International SA |
4 |
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
4 |
Brinker Capital Inc |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund |
4 |
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
4 |
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
4 |
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
4 |
Gabelli Equity Series Funds Inc |
4 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
4 |
Virginia Retirement System |
4 |
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
4 |
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
4 |
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
4 |
Cetera Advisors LLC |
4 |
Clean Yield Group |
4 |
Atlantic Union Bankshares Corp |
4 |
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
4 |
Laurel Wealth Advisors, Inc. |
4 |
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
4 |
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
4 |
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
4 |
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
4 |
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
4 |
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
4 |
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
4 |
Granite Investment Partners, LLC |
4 |
Manning & Napier Advisors Llc |
4 |
Alpha Omega Wealth Management LLC |
4 |
Old Second National Bank Of Aurora |
4 |
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
4 |
Exane Derivatives |
4 |
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
4 |
Royce & Associates Lp |
4 |
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
4 |
Syntal Capital Partners, LLC |
4 |
Regions Financial Corp |
4 |
Shapiro Robert N |
4 |
Perigon Wealth Management, LLC |
4 |
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares |
4 |
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares |
4 |
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares |
4 |
Wrapmanager Inc |
4 |
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
4 |
Gideon Capital Advisors, Inc. |
4 |
Acrospire Investment Management LLC |
4 |
AMP Capital Investors Ltd |
4 |
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
4 |
Barings Llc |
4 |
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
4 |
National Planning Corp |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
4 |
Santa Fe Partners LLC |
3 |
Dialectic Capital Management, Lp |
3 |
Suffolk Capital Management Llc |
3 |
Capital Research Global Investors |
3 |
Parsons Capital Management Inc/ri |
3 |
Hirtle Callaghan & Co LLC |
3 |
Acorn Wealth Advisors, LLC |
3 |
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
3 |
First Allied Advisory Services, Inc. |
3 |
Commonwealth Equity Services, Inc |
3 |
Bank Of Hawaii |
3 |
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF |
3 |
Midas Management Corp |
3 |
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
3 |
Pin Oak Investment Advisors Inc |
3 |
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF |
3 |
Oarsman Capital, Inc. |
3 |
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
3 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
3 |
Certified Advisory Corp |
3 |
Albion Financial Group /ut |
3 |
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF |
3 |
KHYB - Krane Shares Trust - KraneShares CCBS China Corporate High Yield Bond USD Index ETF |
3 |
Polaris Wealth Advisory Group, LLC |
3 |
Focused Wealth Management, Inc |
3 |
Lehman Financial Resources, Inc. |
3 |
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
3 |
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
3 |
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
3 |
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
3 |
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
3 |
Commerzbank Aktiengesellschaft /fi |
3 |
CAPROCK Group, Inc. |
3 |
Perkins Capital Management Inc |
3 |
New Covenant Trust Company, N.A. |
3 |
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
3 |
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
3 |
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
3 |
Gen-Wealth Partners Inc |
3 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
3 |
Lincoln National Corp |
3 |
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
3 |
Wcm Investment Management, Llc |
3 |
MBE Wealth Management, LLC |
3 |
Atomi Financial Group, Inc. |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio |
3 |
Nvwm, Llc |
3 |
U S Global Investors Inc |
3 |
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES |
3 |
Becker Capital Management Inc |
3 |
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
3 |
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
3 |
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
3 |
Rockefeller Financial Services Inc |
3 |
Foster & Motley Inc |
3 |
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
3 |
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
3 |
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A |
3 |
First Interstate Bank |
3 |
Murphy Pohlad Asset Management LLC |
3 |
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
3 |
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
3 |
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
3 |
Strategic Wealth Partners, Ltd. |
3 |
Robeco Schweiz AG |
3 |
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
3 |
Global Endowment Management, LP |
3 |
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard |
3 |
Factorial Partners, Llc |
3 |
Advisor Partners Ii, Llc |
3 |
Capital Asset Advisory Services LLC |
3 |
Pathway Financial Advisers, LLC |
3 |
GGBFX - GuideStone Funds - Global Bond Fund Investor |
3 |
Dai-ichi Life Holdings, Inc. |
3 |
CVAR - ETF Opportunities Trust - Cultivar ETF |
3 |
Old Mutual Customised Solutions (proprietary) Ltd |
3 |
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
3 |
Fs Credit Income Fund |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
3 |
West Branch Capital LLC |
3 |
Pathway Financial Advisors LLC |
3 |
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A |
3 |
Hc Financial Advisors Inc |
3 |
IFM Investors Pty Ltd |
3 |
Monetary Management Group Inc |
3 |
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I |
3 |
Jaffetilchin Investment Partners, LLC |
3 |
Brewin Dolphin Ltd |
3 |
Tributary Capital Management, LLC |
3 |
Verity Asset Management, Inc. |
3 |
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
3 |
STXM - EA Series Trust - Strive Mid-Cap ETF |
3 |
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
3 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
3 |
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A |
3 |
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
3 |
Qualcomm Inc/de |
3 |
Arnhold LLC |
3 |
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A |
3 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
3 |
St. James Investment Company, LLC |
3 |
First Bank & Trust |
3 |
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF |
3 |
Cable Hill Partners, LLC |
3 |
Journey Strategic Wealth Llc |
3 |
Bnp Paribas |
3 |
Krane Funds Advisors LLC |
3 |
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
3 |
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
3 |
Brown, Lisle/cummings, Inc. |
3 |
Strengthening Families & Communities, LLC |
3 |
Nemes Rush Group LLC |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
3 |
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares |
3 |
Blackrock Multi-sector Opportunities Trust |
3 |
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
3 |
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
3 |
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
3 |
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
3 |
Kelly Financial Services LLC |
3 |
First National Bank Of Omaha |
3 |
Nicholas Company, Inc. |
3 |
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF |
3 |
Householder Group Estate & Retirement Specialist, LLC |
3 |
Tsfg, Llc |
3 |
Greenline Partners, LLC |
3 |
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
3 |
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
3 |
Minichmacgregor Wealth Management, Llc |
3 |
Sei Trust Co |
3 |
Willingdon Wealth Management |
3 |
Simmons Bank |
3 |
Munder Capital Management |
3 |
Unigestion Holding SA |
3 |
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
3 |
Ballentine Partners, LLC |
3 |
STRV - EA Series Trust - Strive 500 ETF |
3 |
EPG Wealth Management LLC |
3 |
Kanaly Trust Co |
3 |
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
3 |
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF |
3 |
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
3 |
Brand Asset Management Group, Inc. |
3 |
Redpoint Investment Management Pty Ltd |
3 |
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 |
3 |
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
3 |
Advisor Partners Llc |
3 |
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I |
3 |
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
3 |
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
3 |
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
3 |
Adviser Investments LLC |
3 |
Equitable Trust Co |
3 |
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
3 |
Worldquant Millennium Advisors Llc |
3 |
Foundations Investment Advisors, LLC |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class |
3 |
Truvestments Capital Llc |
3 |
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A |
3 |
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
3 |
LFA - Lugano Financial Advisors SA |
3 |
Union Savings Bank |
3 |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
3 |
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA |
3 |
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA |
3 |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
3 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
3 |
Harris Associates L P |
3 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
3 |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
3 |
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A |
3 |
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB |
3 |
GIMFX - GMO TRUST - GMO Implementation Fund |
3 |
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
3 |
Ridgewood Investments LLC |
3 |
St Germain D J Co Inc |
3 |
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
3 |
Winton Diversified Opportunities Fund |
3 |
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
3 |
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
3 |
Stifel Nicolaus & Co Inc \mo\ |
3 |
General Partner, Inc. |
3 |
Advocacy Wealth Management Services, LLC |
3 |
Clearwater Capital Advisors, LLC |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
3 |
Bradley Foster & Sargent Inc/ct |
3 |
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
3 |
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
3 |
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
3 |
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
3 |
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
3 |
AIA Group Ltd |
3 |
Mn Services Vermogensbeheer B.V. |
3 |
Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
3 |
NN Investment Partners Holdings N.V. |
3 |
Granite FO LLC |
3 |
William B. Walkup & Associates, Inc. |
3 |
Armstrong Advisory Group, Inc |
3 |
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
3 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I |
3 |
Gallacher Capital Management LLC |
3 |
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
3 |
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
3 |
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
3 |
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
3 |
Camarda Financial Advisors, LLC |
3 |
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 |
3 |
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund |
3 |
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
3 |
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
3 |
Total Clarity Wealth Management, Inc. |
3 |
Corient Capital Partners, LLC |
3 |
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF |
3 |
NINE MASTS CAPITAL Ltd |
3 |
PPM Funds - PPM Floating Rate Income Fund (Inst) |
3 |
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A |
3 |
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
3 |
Rothschild Investment Corp /il |
3 |
Empirical Finance, LLC |
3 |
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A |
3 |
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A |
3 |
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
3 |
Eukles Asset Management |
3 |
PENN SERIES FUNDS INC - International Equity Fund |
3 |
Lavaca Capital Llc |
3 |
Opus Investment Management Inc |
3 |
Wexford Capital Lp |
3 |
Pinnacle Summer Investments, Inc. |
3 |
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
3 |
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A |
3 |
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A |
3 |
First National Bank Sioux Falls |
3 |
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
3 |
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
3 |
BKD Wealth Advisors, LLC |
3 |
CGC Financial Services, LLC |
3 |
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
3 |
Arrow Financial Corp |
3 |
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
3 |
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
3 |
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
3 |
USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
3 |
RMB Capital Management, LLC |
3 |
Kms Financial Services, Inc |
3 |
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A |
3 |
Community Bank System, Inc. |
3 |
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
3 |
Montag A & Associates Inc |
3 |
Fidelis Capital Partners, LLC |
3 |
State Farm Mutual Fund Trust |
3 |
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
3 |
Saturna Capital CORP |
3 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
3 |
Bray Capital Advisors |
3 |
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF |
3 |
Beacon Pointe Advisors, LLC |
3 |
Sonora Investment Management, LLC |
3 |
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A |
3 |
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
3 |
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
3 |
Daymark Wealth Partners, Llc |
3 |
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
3 |
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
3 |
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
3 |
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF |
3 |
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
3 |
Old Republic International Corp |
3 |
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class |
3 |
Enlightenment Research, LLC |
3 |
Northern Oak Wealth Management Inc |
3 |
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares |
3 |
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
3 |
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
3 |
High Net Worth Advisory Group LLC |
3 |
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
3 |
FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
3 |
Andra AP-fonden |
3 |
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
3 |
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
3 |
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF |
3 |
Forward Management, LLC |
3 |
San Francisco Sentry Investment Group (ca) |
3 |
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
3 |
Everence Capital Management Inc |
3 |
Wealthcare Capital Management Llc |
3 |
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
3 |
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
3 |
Highline Wealth Partners Llc |
3 |
CHURCHILL MANAGEMENT Corp |
3 |
State Farm Variable Product Trust |
3 |
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
3 |
Hanson & Doremus Investment Management |
3 |
Laurel Wealth Advisors LLC |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I |
3 |
Longfellow Investment Management Co Llc |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I |
3 |
Provence Wealth Management Group |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
3 |
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
3 |
Strategic Investment Advisors / MI |
3 |
LGT Fund Management Co Ltd. |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
3 |
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
3 |
Epoch Investment Partners, Inc. |
3 |
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
3 |
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
3 |
VitalStone Financial, LLC |
3 |
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
3 |
Dana Investment Advisors, Inc. |
3 |
Syon Capital Llc |
3 |
Norden Group Llc |
3 |
Riverview Trust Co |
3 |
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
3 |
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
3 |
Alpine Bank Wealth Management |
3 |
Placemark Investments, Inc. |
3 |
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
3 |
Annis Gardner Whiting Capital Advisors, LLC |
3 |
WealthTrust Fairport, LLC |
3 |
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
3 |
Diamond Hill Capital Management Inc |
3 |
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
3 |
Jet Capital Investors L P |
3 |
Financiere des Professionnels - Fonds d,investissement inc. |
3 |
Beacon Capital Management, Inc. |
3 |
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
3 |
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares |
3 |
Meitav Dash Investments Ltd |
3 |
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
3 |
Qrg Capital Management, Inc. |
3 |
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
3 |
Nuveen Core Equity Alpha Fund |
3 |
BBVA USA Bancshares, Inc. |
3 |
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
3 |
Caldwell Securities, Inc |
3 |
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
3 |
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
3 |
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
3 |
Davidson Kempner Capital Management Lp |
3 |
Tower Bridge Advisors |
3 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
3 |
Amplius Wealth Advisors, LLC |
3 |
Ferguson Wellman Capital Management, Inc |
3 |
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
3 |
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
3 |
Bahl & Gaynor Inc |
3 |
Aviance Capital Partners, LLC |
3 |
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I |
3 |
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF |
3 |
Destination Wealth Management |
3 |
Osterweis Capital Management Inc |
3 |
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
3 |
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF |
3 |
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
3 |
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF |
3 |
HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF |
3 |
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund |
3 |
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
3 |
Mizuho Securities Usa Llc |
3 |
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A |
3 |
Mendota Financial Group, LLC |
3 |
Sun Life Financial Inc |
3 |
Avantax Advisory Services, Inc. |
3 |
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
3 |
Rodgers Brothers Inc. |
3 |
MML Series Investment Fund II - MML Equity Fund Initial Class |
3 |
MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
3 |
MML Series Investment Fund II - MML Blend Fund Initial Class |
3 |
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
3 |
Breton Hill Capital Ltd. |
3 |
BRASX - Blackrock Allocation Target Shares - Bats Series S |
3 |
Partnervest Advisory Services LLC |
3 |
Pioneer High Income Trust |
3 |
Boston Trust Walden Corp |
3 |
Innealta Capital, Llc |
3 |
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB |
3 |
Lombard Odier Asset Management (Switzerland) SA |
3 |
Kovitz Investment Group Partners, LLC |
3 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
3 |
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
3 |
Asahi Life Asset Management Co., Ltd. |
3 |
PRW Wealth Management LLC |
3 |
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB |
3 |
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
3 |
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
3 |
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
3 |
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
3 |
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
3 |
New England Capital Financial Advisors LLC |
3 |
Welch & Forbes Llc |
3 |
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF |
3 |
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class |
3 |
Seeyond |
3 |
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
3 |
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
3 |
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class |
3 |
V Wealth Advisors LLC |
3 |
HB Wealth Management, LLC |
3 |
Ckw Financial Group |
3 |
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
3 |
Hartford Financial Management Inc. |
3 |
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
3 |
Tdam Usa Inc. |
3 |
Ostrum Asset Management |
3 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
3 |
Campbell Wealth Management |
3 |
Perella Weinberg Partners Capital Management LP |
3 |
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
3 |
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
3 |
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF |
3 |
Efficient Market Advisors, LLC |
3 |
Morningstar Investment Management LLC |
3 |
O'Shares Investment Advisers, LLC |
3 |
Glass Jacobson Investment Advisors llc |
3 |
IMA Wealth, Inc. |
3 |
Welch Group, LLC |
3 |
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
3 |
AlphaCore Capital LLC |
3 |
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class |
3 |
Gerber Kawasaki Wealth & Investment Management |
3 |
Dagco, Inc. |
3 |
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
3 |
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
3 |
Yorktown Management & Research Co Inc |
3 |
BerganKDV Wealth Management, LLC |
3 |
Veritable, L.P. |
3 |
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I |
3 |
Harvest Investment Services, LLC |
3 |
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
3 |
Macroview Investment Management Llc |
3 |
Triangle Securities Wealth Management |
3 |
Nine Chapters Capital Management LLC |
3 |
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
3 |
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
3 |
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
3 |
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class |
3 |
Bristlecone Advisors, LLC |
3 |
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF |
3 |
PFS Partners, LLC |
3 |
Paragon Capital Management Ltd |
3 |
Nalls Sherbakoff Group, Llc |
3 |
Capital One, National Association |
3 |
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
3 |
Strategic Blueprint, LLC |
3 |
Burns Matteson Capital Management, LLC |
3 |
West Paces Advisors Inc. |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
3 |
Wealthspire Advisors, LLC |
3 |
Zullo Investment Group, Inc. |
3 |
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund |
3 |
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
3 |
Hightower 6M Holding, LLC |
3 |
Cassady Schiller Wealth Management, LLC |
3 |
Hodges Capital Management Inc. |
3 |
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF |
3 |
Decker Retirement Planning Inc. |
3 |
Belvedere Trading LLC |
3 |
Nuveen S&p 500 Dynamic Overwrite Fund |
3 |
Claro Advisors LLC |
3 |
Hl Financial Services Llc |
3 |
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
3 |
Sumitomo Mitsui DS Asset Management Company, Ltd |
3 |
R Squared Ltd |
3 |
Van Hulzen Asset Management, LLC |
3 |
Meiji Yasuda Life Insurance Co |
3 |
Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
3 |
Peoples Financial Services Corp. |
3 |
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O |
3 |
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
3 |
Gyl Financial Synergies, Llc |
3 |
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
3 |
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
3 |
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial |
3 |
Prio Wealth Limited Partnership |
3 |
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
3 |
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
3 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
3 |
Qtron Investments LLC |
3 |
Stux Capital Management, LLC |
3 |
Western Wealth Management, LLC |
3 |
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
3 |
Sheets Smith Wealth Management |
3 |
Securian Funds Trust - SFT Dynamic Managed Volatility Fund |
3 |
Eq Wealth Advisors, Llc |
3 |
National Pension Service |
3 |
Aviance Capital Management, Llc |
3 |
Clarfeld Financial Advisors, Llc |
3 |
Quinn Opportunity Partners LLC |
3 |
Trust Co Of Toledo Na /oh/ |
3 |
Arcadia Investment Management Corp/mi |
3 |
Telemetry Investments, L.L.C. |
3 |
First Community Trust Na |
3 |
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
3 |
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
3 |
Koshinski Asset Management, Inc. |
3 |
Executive Wealth Management, LLC |
3 |
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares |
3 |
Wellington Shields Capital Management, LLC |
3 |
McGlone Suttner Wealth Management, Inc. |
3 |
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
3 |
Lake Point Wealth Management |
3 |
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
3 |
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
3 |
Jamison Private Wealth Management, Inc. |
3 |
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
3 |
Raleigh Capital Management Inc. |
3 |
William Blair Investment Management, Llc |
3 |
PENN SERIES FUNDS INC - Small Cap Index Fund |
3 |
Avidian Wealth Solutions, LLC |
3 |
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
3 |
Guggenheim Active Allocation Fund |
3 |
Tyers Asset Management LLC |
3 |
Livforsakringsbolaget Skandia, Omsesidigt |
3 |
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 |
3 |
FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares |
3 |
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
3 |
Occidental Asset Management, LLC |
3 |
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional |
3 |
SpiderRock Trading LLC |
3 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
3 |
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A |
3 |
Overland Advisors, LLC |
3 |
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
3 |
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF |
3 |
Nikko Asset Management Americas, Inc. |
3 |
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
3 |
1620 Investment Advisors, Inc. |
3 |
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
3 |
Bogle Investment Management L P /de/ |
3 |
Pax World Management Llc |
3 |
Stephenson National Bank & Trust |
3 |
Capital Wealth Alliance, LLC |
3 |
Wellington Shields & Co., LLC |
3 |
Wallace Capital Management Inc. |
3 |
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
3 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C |
3 |
Kore Private Wealth LLC |
3 |
Easterly Investment Partners Llc |
3 |
1st Global Advisors, Inc. |
3 |
Integral Derivatives, LLC |
3 |
YUMY - VanEck ETF Trust - VanEck Future of Food ETF |
3 |
Tanglewood Legacy Advisors, LLC |
3 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
3 |
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A |
3 |
PAWZ - PROSHARES TRUST - ProShares Pet Care ETF |
3 |
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
3 |
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
3 |
Pinnacle Associates Ltd |
3 |
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF |
3 |
Naples Global Advisors, Llc |
3 |
Profunds - Profund Vp Small-cap |
3 |
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
3 |
Shinko Asset Management Co., Ltd. |
3 |
Winch Advisory Services, LLC |
3 |
Pinnacle Financial Partners Inc |
3 |
Boston Private Bank & Trust Co |
3 |
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
3 |
Baader Bank INC |
3 |
Everett Harris & Co /ca/ |
3 |
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
3 |
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
3 |
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF |
3 |
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
3 |
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
3 |
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
3 |
Braun Stacey Associates Inc |
3 |
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund |
3 |
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
3 |
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
3 |
Next Financial Holdings |
3 |
Dfa Investment Trust Co - The U.s. Large Cap Value Series |
3 |
Gwn Securities Inc. |
3 |
Hohimer Wealth Management, Llc |
3 |
Optas, LLC |
3 |
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
3 |
Barometer Capital Management Inc. |
3 |
Flagship Wealth Advisors, Llc |
3 |
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
3 |
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
3 |
Fortitude Advisory Group L.L.C. |
3 |
Inscription Capital, LLC |
3 |
Baldrige Asset Management LLC |
3 |
Wendell David Associates Inc |
3 |
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
3 |
Horizon Kinetics Asset Management Llc |
3 |
BNP Paribas Investment Partners S.A. |
3 |
EDFAX - SunAmerica Specialty Series - AIG ESG Dividend Fund A Shares |
3 |
Signet Financial Management, Llc |
3 |
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
3 |
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
3 |
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
3 |
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
3 |
Gluskin Sheff & Assoc Inc |
3 |
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
3 |
Hartford Investment Management Co |
3 |
Old Point Trust & Financial Services N A |
3 |
Millstone Evans Group, LLC |
3 |
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
3 |
Kessler Investment Group, LLC |
3 |
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
3 |
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
3 |
Clear Harbor Asset Management, LLC |
3 |
Murphy & Mullick Capital Management Corp |
3 |
Arden Trust Co |
3 |
ISAM Funds (UK) Ltd |
3 |
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
3 |
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF |
3 |
Tcw Group Inc |
3 |
Discovery Capital Management, Llc / Ct |
3 |
Westhampton Capital, LLC |
3 |
Profunds - Profund Vp Ultrasmall-cap |
3 |
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
3 |
Clifford Swan Investment Counsel Llc |
3 |
Thomasville National Bank |
3 |
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I |
3 |
Acap Strategic Fund |
3 |
Park Place Capital Corp |
3 |
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
3 |
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
3 |
Tyler-Stone Wealth Management |
3 |
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
3 |
Cohen Capital Management, Inc. |
3 |
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
3 |
EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF |
3 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
3 |
Ionic Capital Management LLC |
3 |
Resona Asset Management Co.,Ltd. |
3 |
Zebra Capital Management LLC |
3 |
Vanguard Horizon Funds |
3 |
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
3 |
Wbi Investments, Inc. |
3 |
London Co Of Virginia |
3 |
Skandinaviska Enskilda Banken AB (publ) |
3 |
Prudential Plc |
3 |
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
3 |
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
3 |
I.g. Investment Management, Ltd. |
3 |
Ruane, Cunniff & Goldfarb Inc |
3 |
GFG Capital, LLC |
3 |
Transce3nd, LLC |
3 |
SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
3 |
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I |
3 |
Buckingham Strategic Partners |
3 |
City Holding Co |
3 |
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
3 |
Global Opportunities Portfolio - Global Opportunities Portfolio |
3 |
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I |
3 |
Rakuten Securities, Inc. |
3 |
361 Capital Llc |
3 |
DAVENPORT & Co LLC |
3 |
Johnson Investment Counsel Inc |
3 |
IWM - iSHARES TRUST - iShares Russell 2000 ETF |
3 |
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
3 |
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
3 |
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
3 |
HBW Advisory Services LLC |
3 |
Principle Wealth Partners Llc |
3 |
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
3 |
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
3 |
Mizuho Asset Management Co.,Ltd. |
3 |
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
3 |
Monroe Bank & Trust/mi |
3 |
Aberdeen Asset Management Plc/uk |
3 |
ICVT - iSHARES TRUST - iShares Convertible Bond ETF |
3 |
Corbenic Partners LLC |
3 |
Boston Partners |
3 |
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund |
3 |
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
3 |
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
3 |
Wayfinding Financial, LLC |
3 |
Howard Hughes Medical Institute |
3 |
Parkwood LLC |
3 |
Fruth Investment Management |
3 |
Hotchkis & Wiley Capital Management Llc |
3 |
Chevy Chase Trust Holdings, Inc. |
3 |
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
3 |
Woodley Farra Manion Portfolio Management Inc |
3 |
HDV - iSHARES TRUST - iShares Core High Dividend ETF |
3 |
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
3 |
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
3 |
Pacific Global Investment Management Co |
3 |
Stonebridge Capital Advisors LLC |
3 |
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV |
3 |
Kula Investments, LLC |
3 |
ROSS\JOHNSON & Associates LLC |
3 |
TCF National Bank |
3 |
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A |
3 |
Fairfield, Bush & Co. |
3 |
Hermes Investment Management Ltd |
3 |
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class |
3 |
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
3 |
Fieldview Capital Management, LLC |
3 |
Brave Asset Management Inc |
3 |
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
3 |
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S |
3 |
Chartwell Investment Partners, Llc |
3 |
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I |
3 |
Eaton Vance Short Duration Diversified Income Fund |
3 |
Echo Street Capital Management LLC |
3 |
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
3 |
UMA Financial Services, Inc. |
3 |
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
3 |
Eubel Brady & Suttman Asset Management Inc |
3 |
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
3 |
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
3 |
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
3 |
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class |
3 |
Greenleaf Trust |
3 |
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
3 |
Dover Advisors, Llc |
3 |
APBAX - Cavanal Hill Funds - Active Core Fund Investor |
3 |
QCM Cayman, Ltd. |
3 |
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
3 |
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class |
3 |
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A |
3 |
Plancorp, LLC |
3 |
Kennedy Capital Management, Inc. |
3 |
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
3 |
New England Securities Corp /MA/ |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
3 |
Minot DeBlois Advisors LLC |
3 |
Accredited Wealth Management, LLC |
3 |
Woodmont Investment Counsel Llc |
3 |
Zacks Investment Management |
3 |
Meiji Yasuda Asset Management Co Ltd. |
3 |
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
3 |
YorkBridge Wealth Partners, LLC |
3 |
Tfs Capital Investment Trust |
3 |
Numerai GP LLC |
3 |
Counsel Portfolio Services Inc. |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
3 |
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
3 |
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
3 |
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E |
3 |
Freestone Grove Partners LP |
3 |
Advent Claymore Convertible Securities & Income Fund |
3 |
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
3 |
EULAV Asset Management |
3 |
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
3 |
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C |
3 |
CPI - IndexIQ ETF Trust - IQ Real Return ETF |
3 |
ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
3 |
Analytic Investors, LLC |
3 |
Peregrine Asset Advisers, Inc. |
3 |
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) |
3 |
Gerstein Fisher |
3 |
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
3 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
3 |
Partnership Wealth Management, LLC |
3 |
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S |
3 |
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
3 |
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares |
3 |
Davis R M Inc |
3 |
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
3 |
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio |
3 |
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio |
3 |
Capital Wealth Planning, LLC |
3 |
Pacific Capital Wealth Advisors, Inc |
3 |
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund |
3 |
Cnh Partners Llc |
3 |
Capital City Trust Co/fl |
3 |
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class |
3 |
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
3 |
Arete Wealth Advisors, LLC |
3 |
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
3 |
Cambria Investment Management, L.P. |
3 |
Activest Wealth Management |
3 |
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
3 |
Jump Trading, LLC |
3 |
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF |
3 |
Patriot Financial Group Insurance Agency, LLC |
3 |
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares |
3 |
Putney Financial Group LLC |
3 |
Iowa State Bank |
3 |
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
3 |
Meeder Advisory Services, Inc. |
3 |
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class |
3 |
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
3 |
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
3 |
Fayez Sarofim & Co |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
3 |
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares |
3 |
RWDIX - Two Roads Shared Trust - Redwood Managed Volatility Fund Class I |
3 |
Mill Creek Capital Advisors, LLC |
3 |
IFG Advisory, LLC |
3 |
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M |
3 |
VGLSX - VALIC Co I - Global Strategy Fund |
3 |
Red Tortoise LLC |
3 |
Qci Asset Management Inc/ny |
3 |
Frazier Financial Advisors, LLC |
3 |
Price Wealth Management, Inc. |
3 |
Grassi Investment Management |
3 |
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
3 |
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
3 |
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
3 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
3 |
Lee Danner & Bass Inc |
3 |
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF |
3 |
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II |
3 |
PFG Private Wealth Management, LLC |
3 |
DC Investments Management, LLC |
3 |
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A |
3 |
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class |
3 |
Moore Capital Management, Lp |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
3 |
Park Square Financial Group, LLC |
3 |
Tiverton Asset Management Llc |
3 |
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
3 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
3 |
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
3 |
Global Trust Asset Management, LLC |
3 |
SG3 Management, LLC |
3 |
Banced Corp |
3 |
Pacific Center for Financial Services |
3 |
Bar Harbor Trust Services |
3 |
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
3 |
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
3 |
Avalon Advisors, Llc |
3 |
Covington Capital Management |
3 |
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
3 |
KROP - Global X Funds - Global X AgTech & Food Innovation ETF |
3 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C |
3 |
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
3 |
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
3 |
Tower View Investment Management & Research LLC |
3 |
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
3 |
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income |
3 |
Retirement Guys Formula Llc |
3 |
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund |
3 |
Capital Management Associates /ny/ |
3 |
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ |
3 |
SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
3 |
SFY - Tidal ETF Trust - SoFi Select 500 ETF |
3 |
Griffin Asset Management, Inc. |
3 |
Compass Wealth Management LLC |
3 |
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
3 |
KAIIX - Ultimus Managers Trust - KARNER BLUE ANIMAL IMPACT FUND Institutional Class |
3 |
Invesco Bond Fund |
3 |
Perkins Coie Trust Co |
3 |
Wesbanco Bank Inc |
3 |
Castleark Management Llc |
3 |
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
3 |
Wood Tarver Financial Group, LLC |
3 |
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF |
3 |
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
3 |
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
3 |
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A |
3 |
New Age Alpha Advisors, LLC |
3 |
Triasima Portfolio Management inc. |
3 |
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF |
3 |
AE Wealth Management LLC |
3 |
CrestPoint Capital Management, LLC |
3 |
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional |
3 |
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares |
3 |
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
3 |
Gierl Augustine Investment Management Inc |
3 |
Kdi Capital Partners Llc |
3 |
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF |
3 |
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
3 |
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
3 |
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
3 |
Cognios Capital, LLC |
3 |
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I |
3 |
Meritage Portfolio Management |
3 |
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
3 |
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
3 |
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 |
3 |
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
3 |
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
3 |
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
3 |
Harbor Investment Advisory, Llc |
3 |
Baystate Wealth Management LLC |
3 |
AHL Partners LLP |
3 |
Global Thematic Partners, LLC |
3 |
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
3 |
Edge Wealth Management LLC |
3 |
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
3 |
Claymore Exchange-traded Fund Trust |
3 |
DRW Securities, LLC |
3 |
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio |
3 |
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
3 |
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
3 |
Sandler Capital Management |
3 |
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
3 |
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF |
3 |
CBLS - Elevation Series Trust - Clough Hedged Equity ETF |
3 |
KAMES CAPITAL plc |
3 |
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund |
3 |
Dynamic Wealth Strategies, LLC |
3 |
Gleason Group, Inc. |
3 |
Richard Bernstein Advisors LLC |
3 |
Harbour Capital Advisors, LLC |
3 |
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
3 |
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A |
3 |
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
3 |
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF |
3 |
Advisor OS, LLC |
3 |
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) |
3 |
Mfs Special Value Trust |
3 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
3 |
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
3 |
Levin Capital Strategies, L.p. |
3 |
Security National Trust Co |
3 |
Intrinsic Edge Capital Management LLC |
3 |
Curat Global, LLC |
3 |
Goelzer Investment Management, Inc. |
3 |
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
3 |
Integrated Advisors Network LLC |
3 |
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
3 |
Knight Capital Group, Inc. |
3 |
Carmel Capital Partners, LLC |
3 |
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class |
3 |
New England Research & Management, Inc. |
3 |
Wunderlich Securities, Inc. |
3 |
Financial Counselors Inc |
3 |
Menard Financial Group LLC |
3 |
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
3 |
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
3 |
Riggs Asset Managment Co. Inc. |
3 |
HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
3 |
GLG Partners LP |
3 |
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
3 |
American Trust Investment Advisors, LLC |
3 |
VCSLX - VALIC Co I - Small Cap Index Fund |
3 |
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
3 |
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
3 |
Greenwood Gearhart Inc |
3 |
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
3 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
3 |
Dai-Ichi Life Insurance Company, Ltd |
3 |
Milestone Investment Advisors LLC |
3 |
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class |
3 |
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
3 |
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF |
3 |
Trust Department Mb Financial Bank N A |
3 |
Spring Creek Capital Llc |
3 |
Allianz Se |
3 |
Scientech Research LLC |
3 |
Holloway Wealth Management, LLC |
3 |
Denali Advisors Llc |
3 |
Garde Capital, Inc. |
3 |
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A |
3 |
Pointe Capital Management LLC |
3 |
Laffer Investments |
3 |
Cohen & Steers, Inc. |
3 |
Grace Capital |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio |
3 |
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF |
3 |
Deerfield Management Company, L.p. (series C) |
3 |
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
3 |
Physicians Financial Services, Inc. |
3 |
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
3 |
Planned Solutions, Inc. |
3 |
First Pacific Financial |
3 |
Venture Visionary Partners LLC |
3 |
Jackson Creek Investment Advisors LLC |
3 |
Kestra Private Wealth Services, Llc |
3 |
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I |
3 |
Eagle Growth & Income Opportunities Fund |
3 |
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A |
3 |
Zions Bancorporation, National Association /ut/ |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class |
3 |
Metis Global Partners, LLC |
3 |
VCULX - VALIC Co I - Growth Fund |
3 |
NOSIX - Northern Funds - Northern Stock Index Fund |
3 |
DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A |
3 |
Bluefin Capital Management, Llc |
3 |
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
3 |
Ccm Investment Group, Llc |
3 |
Gw Henssler & Associates Ltd |
3 |
Bellwether Investment Group, LLC |
3 |
Jeppson Wealth Management, Llc |
3 |
Brighton Jones Llc |
3 |
Paces Ferry Wealth Advisors, Llc |
3 |
Westport Resources Management Inc |
3 |
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
3 |
Rakuten Investment Management, Inc. |
3 |
South Texas Money Management Ltd |
3 |
Private Wealth Asset Management, LLC |
3 |
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
3 |
Nova Wealth Management, Inc. |
3 |
NSIDX - Northern Funds - Northern Small Cap Index Fund |
3 |
FRANK FUNDS - Camelot Event Driven Fund Class A Shares |
3 |
Calton & Associates, Inc. |
3 |
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A |
3 |
Harvest Capital Strategies LLC |
3 |
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
3 |
HFM Investment Advisors, LLC |
3 |
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
3 |
Ransom Advisory, Ltd |
3 |
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
3 |
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
3 |
Capital World Investors |
3 |
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF |
3 |
Pensionfund DSM Netherlands |
3 |
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y |
3 |
Cornerstone Advisory, LLC |
3 |
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class |
3 |
Mango Five Family, Inc. |
3 |
Halbert Hargrove Global Advisors, Llc |
3 |
Tevis Investment Management |
3 |
Mark Sheptoff Financial Planning, Llc |
3 |
Security National Bank |
3 |
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
3 |
Main Street Group, LTD |
3 |
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
3 |
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
3 |
Iron Horse Wealth Management, LLC |
3 |
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund |
3 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
3 |
Foster Dykema Cabot & Partners, Llc |
3 |
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares |
3 |
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
3 |
Point72 Europe (London) LLP |
3 |
Delta Lloyd Nv |
3 |
Voya Global Advantage & Premium Opportunity Fund |
3 |
FJ Investments, LLC |
3 |
CenterBook Partners LP |
3 |
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
3 |
PSI Advisors, LLC |
3 |
Clearview Wealth Advisors LLC |
3 |
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class |
3 |
Voya Global Equity Dividend & Premium Opportunity Fund |
3 |
Pensionfund Sabic |
3 |
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
3 |
Blackstone / Gso Senior Floating Rate Term Fund |
3 |
Banco Santander, S.A. |
3 |
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
3 |
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
3 |
Fulton Bank, N.a. |
3 |
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
3 |
Omnia Family Wealth, LLC |
3 |
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF |
3 |
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A |
3 |
Wolff Wiese Magana Llc |
3 |
ICLEX - ICON FUNDS - ICON Consumer Staples Fund Class S |
3 |
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
3 |
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
3 |
Trilogy Capital Inc. |
3 |
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) |
3 |
Donoghue Forlines LLC |
3 |
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A |
3 |
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A |
3 |
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
3 |
Bellwether Advisors, LLC |
3 |
Forsta Ap-fonden |
3 |
Evergreen Capital Management Llc |
3 |
FLP Wealth Management, LLC |
3 |
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
3 |
New Jersey Better Educational Savings Trust |
3 |
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
3 |
Cranbrook Wealth Management, LLC |
3 |
Advisory Research Inc |
3 |
Ausdal Financial Partners, Inc. |
3 |
TriaGen Wealth Management LLC |
3 |
Credential Securities Inc. |
3 |
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF |
3 |
Sii Investments Inc/wi |
3 |
Excalibur Management Corp |
3 |
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
3 |
Beacon Financial Group |
3 |
Congress Asset Management Co /ma |
3 |
Berger Financial Group, Inc |
3 |
Kingdon Capital Management, L.l.c. |
3 |
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
3 |
Clearbridge Investments, LLC |
3 |
TrimTabs Asset Management, LLC |
3 |
PointState Capital LP |
3 |
Values First Advisors, Inc. |
3 |
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
3 |
Independence Bank of Kentucky |
3 |
Sumitomo Life Insurance Co |
3 |
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF |
3 |
Aaron Wealth Advisors LLC |
3 |
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A |
3 |
Manatuck Hill Partners, LLC |
3 |
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS |
3 |
City State Bank |
3 |
Edmond De Rothschild Holding S.a. |
3 |
RWM Asset Management, LLC |
3 |
Abn Amro Investment Solutions |
3 |
Cypress Point Wealth Management, LLC |
3 |
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
3 |
Spectrum Management Group, LLC |
3 |
Leverage Partners Absolute Return Fund SPC |
3 |
Atwood & Palmer Inc |
3 |
Chiron Investment Management, LLC |
3 |
Winnow Wealth Llc |
3 |
Deere & Co |
3 |
Eqis Capital Management, Inc. |
3 |
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares |
3 |
Infusive US Trust - INFUSIVE(R) COMPOUNDING GLOBAL EQUITIES ETF |
3 |
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y |
3 |
New York Life Trust Co |
3 |
Champlain Investment Partners, LLC |
3 |
Migdal Insurance & Financial Holdings Ltd. |
3 |
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
3 |
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares |
3 |
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
3 |
Chilton Capital Management Llc |
3 |
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
3 |
Carnegie Capital Asset Management, LLC |
3 |
VSR Financial Services, Inc. |
3 |
Clear Street Llc |
3 |
Amerivest Investment Management LLC |
3 |
Veriti Management LLC |
3 |
Cary Street Partners Asset Management Llc |
3 |
Oder Investment Management, LLC |
3 |
Allianzgi Convertible & Income Fund Ii |
3 |
Allianzgi Convertible & Income Fund |
3 |
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
3 |
Eos Focused Equity Management, L.P. |
3 |
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
3 |
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
3 |
Glenmede Investment Management, LP |
3 |
Gryphon Financial Partners LLC |
3 |
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III |
3 |
Rexford Capital Inc |
3 |
AlphaStar Capital Management, LLC |
3 |
Neuburgh Advisers LLC |
3 |
Humankind Investments LLC |
3 |
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares |
3 |
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
3 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
3 |
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
3 |
Private Ocean, LLC |
3 |
Cca Investments Trust |
3 |
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
3 |
Pendal Group Ltd |
3 |
Gulf International Bank (UK) Ltd |
3 |
Central Bank & Trust Co |
3 |
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
3 |
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
3 |
NatWest Group plc |
3 |
Miracle Mile Advisors, LLC |
3 |
Cornerstone Wealth Management, LLC |
3 |
Tobam |
3 |
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
3 |
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
3 |
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
3 |
Invictus RG Pte. Ltd. |
3 |
Cannell Peter B & Co Inc |
3 |
FASBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series CP |
3 |
FACBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series C |
3 |
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES |
3 |
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
3 |
Transcendent Capital Group LLC |
3 |
Moody National Bank Trust Division |
3 |
WealthPLAN Partners, LLC |
3 |
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
3 |
Berkeley Capital Partners, LLC |
3 |
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares |
3 |
Tradition Wealth Management, LLC |
3 |
Alpha DNA Investment Management LLC |
3 |
InterOcean Capital Group, LLC |
3 |
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
3 |
Caas Capital Management Lp |
3 |
Vestpro Financial Partners, Inc. Dba Cpf Texas |
3 |
F/M Investments LLC |
3 |
Dean Investment Associates, Llc |
3 |
Sawtooth Solutions, LLC |
3 |
Trustcore Financial Services, Llc |
3 |
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
3 |
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
3 |
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
3 |
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
3 |
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
3 |
25 Llc |
3 |
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
3 |
Roosevelt Investment Group Llc |
3 |
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class |
3 |
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
3 |
Kowal Investment Group, LLC |
3 |
Spot Trading L.l.c. |
3 |
Bb&t Securities, Llc |
3 |
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF |
3 |
Balentine LLC |
3 |
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I |
3 |
First Eagle Investment Management, LLC |
3 |
First Command Financial Services, Inc. |
3 |
EMC Capital Management |
3 |
Legg Mason Asset Management (Japan) Co., Ltd. |
3 |
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
3 |
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
3 |
Curian Capital Llc |
3 |
Mutual Advisors, LLC |
3 |
Nelson Capital Management, LLC |
3 |
Eaton Vance Floating-rate Income Trust |
3 |
Ford Financial Group, LLC |
3 |
Checchi Capital Advisers, LLC |
3 |
Bfsg, Llc |
3 |
Dynamic Capital Management Ltd |
3 |
Prudential Global Short Duration High Yield Fund, Inc. |
3 |
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
3 |
Santori & Peters, Inc. |
3 |
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
3 |
Community Bank, N.A. |
3 |
Advantage Investment Management, Llc |
3 |
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A |
3 |
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares |
3 |
Archer Investment Corp |
3 |
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
3 |
Robbins Farley Llc |
3 |
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
3 |
Midwest Professional Planners, LTD. |
3 |
B. Metzler seel. Sohn & Co. Holding AG |
3 |
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
3 |
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A |
3 |
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund |
3 |
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund |
3 |
SOA Wealth Advisors, LLC. |
3 |
Vinva Investment Management Ltd |
3 |
Azzad Asset Management Inc /adv |
3 |
Fosun International Ltd |
3 |
Kaizen Advisory, Llc |
3 |
Valley Brook Capital Group, Inc. |
3 |
Quintet Private Bank (Europe) S.A. |
3 |
PGIM Short Duration High Yield Opportunities Fund |
3 |
Tourbillon Capital Partners, L.P. |
3 |
Curi Wealth Management, LLC |
3 |
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
3 |
Royal Fund Management, LLC |
3 |
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
3 |
Optimal Asset Management, Inc. |
3 |
Eudaimonia Partners, LLC |
3 |
HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF |
3 |
Waratah Capital Advisors Ltd. |
3 |
Aevitas Wealth Management, Inc. |
3 |
Martin Capital Partners, LLC |
3 |
Artisan Partners Limited Partnership |
3 |
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
3 |
Delpha Capital Management, Llc |
3 |
Alphasimplex Group, Llc |
3 |
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
3 |
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional |
3 |
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
3 |
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
3 |
Clark Capital Management Group, Inc. |
3 |
Blue Sky Asset Management, LLC |
3 |
Missouri Trust & Investment Co |
3 |
Piscataqua Savings Bank |
3 |
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
3 |
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
3 |
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
3 |
WealthCollab, LLC |
3 |
Financial Synergies Wealth Advisors, Inc. |
3 |
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF |
3 |
SLPIX - Profunds - Small-cap Profund Investor Class |
3 |
Truewealth Llc |
3 |
Chemical Bank |
3 |
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
3 |
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
3 |
First Capital Advisors Group, LLC. |
3 |
Allianzgi Equity & Convertible Income Fund |
3 |
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
3 |
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
3 |
Tradewinds Capital Management, LLC |
3 |
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
3 |
Salem Investment Counselors Inc |
3 |
Concurrent Investment Advisors, LLC |
3 |
Kiley Juergens Wealth Management, Llc |
3 |
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
3 |
Morningstar Investment Services LLC |
3 |
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
3 |
Girard Partners Ltd. |
3 |
Providence Capital Advisors, LLC |
3 |
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF |
3 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
3 |
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
3 |
Baldwin Brothers Inc/ma |
3 |
M&r Capital Management Inc |
3 |
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
3 |
Achmea Investment Management B.V. |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
3 |
Clear Perspective Advisors, LLC |
3 |
MADDEN SECURITIES Corp |
3 |
Keeley-Teton Advisors, LLC |
3 |
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
3 |
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class |
3 |
Hennion & Walsh Asset Management, Inc. |
3 |
Carlson Capital L P |
3 |
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A |
3 |
Grassi Investment Management Llc |
3 |
First Command Bank |
3 |
State of New Jersey Common Pension Fund A |
3 |
TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
3 |
Nissay Asset Management Corp /japan/ /adv |
3 |
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF |
3 |
Lombard Odier Asset Management (USA) Corp |
3 |
Almanack Investment Partners, LLC. |
3 |
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
3 |
NorthCoast Asset Management LLC |
3 |
CVA Family Office, LLC |
3 |
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF |
3 |
Financial Advocates Investment Management |
3 |
Camelot Portfolios, LLC |
3 |
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
3 |
Teton Westwood Funds |
3 |
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
3 |
Sierra Capital LLC |
3 |
CWM Advisors, LLC |
3 |
Lake Street Advisors Group, Llc |
3 |
Bp Plc |
3 |
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
3 |
Kb Financial Partners, Llc |
3 |
Rnc Capital Management Llc |
3 |
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
3 |
Equitec Proprietary Markets, Llc |
3 |
Janney Capital Management LLC |
3 |
Global Financial Private Capital, LLC |
3 |
Anfield Capital Management, LLC |
3 |
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
3 |
ICA Group Wealth Management, LLC |
3 |
Siemens Fonds Invest GmbH |
3 |
Winslow, Evans & Crocker, Inc. |
3 |
Buckingham Strategic Wealth, Llc |
3 |
Weil Company, Inc. |
3 |
Pitcairn Co |
3 |
Wetherby Asset Management Inc |
3 |
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
3 |
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF |
3 |
JGBIX - JANUS INVESTMENT FUND - Janus Henderson Global Bond Fund Class I |
3 |
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
3 |
Westside Investment Management, Inc. |
3 |
Banco de Sabadell, S.A |
3 |
VHYLX - VALIC Co I - High Yield Bond Fund |
3 |
Liberty One Investment Management, Llc |
3 |
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
3 |
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
3 |
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF |
3 |
FT Options LLC |
3 |
New Millennium Group LLC |
3 |
Smith Asset Management Group Lp |
3 |
McMahon Financial Advisors, LLC |
3 |
Bbva Usa |
3 |
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
3 |
Soros Fund Management Llc |
3 |
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
3 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
3 |
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
3 |
Virtus Global Dividend & Income Fund Inc. |
3 |
Burnham Asset Management Corp /ny/ |
3 |
Armistice Capital, Llc |
3 |
Azimuth Capital Management LLC |
3 |
Avestar Capital, LLC |
3 |
Seelaus Asset Management LLC |
3 |
BFOR - ALPS ETF Trust - Barron's 400 ETF |
3 |
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A |
3 |
Davy Global Fund Management Ltd |
3 |
Mizuho Trust & Banking Co., Ltd. |
3 |
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class |
3 |
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class |
3 |