IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
176 |
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
173 |
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
172 |
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
172 |
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
171 |
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
168 |
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
165 |
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
157 |
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
153 |
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
153 |
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
153 |
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
140 |
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
130 |
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
125 |
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
115 |
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
113 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
111 |
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
104 |
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
103 |
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
103 |
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
101 |
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
99 |
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
95 |
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
95 |
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
92 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
92 |
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
91 |
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
90 |
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
88 |
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
88 |
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
88 |
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
87 |
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
87 |
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
84 |
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
84 |
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
84 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
83 |
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
82 |
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
81 |
MASTER BOND LLC - Master Total Return Portfolio |
80 |
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
80 |
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
80 |
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
79 |
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
79 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
78 |
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
77 |
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
77 |
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
76 |
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
76 |
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
76 |
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
75 |
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
75 |
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
75 |
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
75 |
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
75 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
74 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
73 |
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
73 |
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
72 |
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
71 |
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
71 |
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
70 |
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
70 |
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
70 |
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
68 |
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
67 |
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
67 |
BRACX - Blackrock Allocation Target Shares - Bats Series C |
67 |
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
67 |
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
66 |
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
65 |
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
64 |
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
64 |
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
63 |
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
62 |
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
62 |
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
61 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
61 |
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
60 |
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
60 |
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
60 |
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
60 |
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
59 |
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
59 |
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
58 |
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
58 |
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
57 |
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
57 |
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
57 |
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
57 |
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
57 |
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
57 |
Six Circles Trust - Six Circles Global Bond Fund |
56 |
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
56 |
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
56 |
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
55 |
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
55 |
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
54 |
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
54 |
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
54 |
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
53 |
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
53 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
53 |
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
52 |
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
52 |
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
52 |
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
52 |
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
51 |
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
51 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
51 |
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
51 |
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
50 |
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
50 |
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
50 |
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
49 |
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
49 |
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
49 |
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
49 |
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
49 |
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
49 |
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
49 |
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
49 |
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
48 |
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
48 |
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
48 |
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
48 |
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
48 |
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
48 |
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
48 |
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
47 |
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
47 |
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
47 |
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
46 |
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
46 |
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class |
46 |
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I |
45 |
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
45 |
NOBOX - Northern Funds - Northern Bond Index Fund |
45 |
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
45 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
45 |
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
45 |
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
45 |
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
45 |
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
45 |
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
45 |
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
44 |
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
44 |
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
44 |
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
44 |
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
44 |
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
44 |
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
44 |
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
44 |
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
44 |
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
43 |
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
43 |
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
43 |
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
43 |
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
43 |
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
43 |
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
43 |
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
43 |
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
43 |
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
43 |
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
42 |
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
41 |
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
41 |
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
41 |
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
41 |
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
41 |
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
40 |
Invesco Bond Fund |
40 |
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
40 |
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
40 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
40 |
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
40 |
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
40 |
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
40 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
40 |
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
39 |
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
39 |
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M |
39 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
39 |
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
39 |
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
39 |
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
39 |
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
39 |
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
39 |
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
39 |
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
38 |
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
38 |
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
38 |
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
38 |
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
38 |
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
38 |
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
38 |
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
38 |
JNL SERIES TRUST - JNL Bond Index Fund (I) |
37 |
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
37 |
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
36 |
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
36 |
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
36 |
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
36 |
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
36 |
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
36 |
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
36 |
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
36 |
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
36 |
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
36 |
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M |
35 |
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
35 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class |
35 |
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
35 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
34 |
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
34 |
Blackrock Core Bond Trust |
34 |
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF |
34 |
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
34 |
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
34 |
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
34 |
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
34 |
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
34 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
34 |
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
34 |
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
33 |
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
32 |
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 |
32 |
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
32 |
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
32 |
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
32 |
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF |
31 |
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
31 |
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
31 |
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I |
31 |
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
31 |
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
31 |
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
30 |
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
30 |
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
30 |
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
30 |
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
30 |
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
30 |
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
30 |
Tcw Strategic Income Fund Inc |
30 |
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
30 |
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
30 |
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
30 |
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
30 |
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
30 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
30 |
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
29 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
29 |
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
29 |
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
29 |
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
29 |
Blackrock Credit Allocation Income Trust |
29 |
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
29 |
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
29 |
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
29 |
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
29 |
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
29 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio |
29 |
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF |
29 |
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
29 |
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund |
28 |
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A |
28 |
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
28 |
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
28 |
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
28 |
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
28 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
28 |
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
28 |
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
28 |
Blackrock Ltd Duration Income Trust |
28 |
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
28 |
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
28 |
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
28 |
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
28 |
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
28 |
Blackrock Multi-sector Income Trust |
28 |
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
28 |
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
28 |
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
28 |
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
27 |
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
27 |
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
27 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
27 |
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
27 |
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. |
27 |
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
27 |
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
26 |
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
26 |
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
26 |
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
26 |
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
26 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
26 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
26 |
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
26 |
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A |
26 |
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) |
26 |
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF |
26 |
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
26 |
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
26 |
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
26 |
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
26 |
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
26 |
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
26 |
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
26 |
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
26 |
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
26 |
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
26 |
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
26 |
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
25 |
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
25 |
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
25 |
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
25 |
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
25 |
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
25 |
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
25 |
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
25 |
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund |
25 |
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
25 |
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I |
25 |
GGBFX - GuideStone Funds - Global Bond Fund Investor |
25 |
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
25 |
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF |
25 |
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
25 |
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
25 |
Eaton Vance Ltd Duration Income Fund |
25 |
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
25 |
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
25 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
25 |
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
25 |
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
25 |
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
25 |
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
25 |
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
25 |
Western Asset Investment Grade Defined Opportunity Trust Inc. |
25 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
25 |
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
25 |
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
24 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
24 |
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
24 |
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
24 |
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
24 |
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
24 |
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I |
24 |
Western Asset Income Fund |
24 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
24 |
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A |
24 |
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF |
24 |
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares |
24 |
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
24 |
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares |
24 |
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
24 |
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
24 |
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
24 |
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
24 |
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
24 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
24 |
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
23 |
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund |
23 |
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 |
23 |
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
23 |
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
23 |
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
23 |
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares |
23 |
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
23 |
FundVantage Trust - Verplanck Balanced Fund |
23 |
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I |
23 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
23 |
Blackrock Corporate High Yield Fund, Inc. |
23 |
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
23 |
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
23 |
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
23 |
USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
23 |
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
23 |
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
23 |
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
23 |
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
22 |
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
22 |
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
22 |
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
22 |
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
22 |
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF |
22 |
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
22 |
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
22 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
22 |
Goldman Sachs Group Inc |
22 |
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
22 |
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF |
22 |
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
22 |
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
22 |
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF |
22 |
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
22 |
STFBX - Advisers Investment Trust - State Farm Balanced Fund |
22 |
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
22 |
ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
22 |
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
22 |
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
22 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
22 |
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T |
22 |
Credit Suisse Ag/ |
22 |
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I |
22 |
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
22 |
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
22 |
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
22 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 |
22 |
MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
22 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 |
22 |
Global Income Builder Portfolio - Global Income Builder Portfolio |
22 |
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
21 |
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
21 |
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A |
21 |
Barclays Plc |
21 |
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
21 |
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I |
21 |
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
21 |
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
21 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
21 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
21 |
Tekla Healthcare Opportunities Fund |
21 |
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
21 |
Bank Of America Corp /de/ |
21 |
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund |
21 |
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
21 |
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund |
21 |
SG Americas Securities, LLC |
21 |
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
21 |
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
21 |
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
21 |
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
21 |
Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
21 |
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
21 |
Fmr Llc |
21 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
21 |
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
21 |
Jpmorgan Chase & Co |
21 |
VCBDX - VALIC Co I - Core Bond Fund |
21 |
Deutsche Bank Ag\ |
21 |
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
21 |
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
21 |
BlackRock, Inc. |
21 |
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund |
21 |
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P |
21 |
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
21 |
BlackRock ETF Trust II - BlackRock Total Return ETF |
21 |
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
21 |
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund |
21 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
21 |
Royal Bank Of Canada |
21 |
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A |
20 |
Susquehanna International Group, Llp |
20 |
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional |
20 |
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
20 |
Wells Fargo & Company/mn |
20 |
Citadel Advisors Llc |
20 |
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
20 |
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
20 |
Nomura Holdings Inc |
20 |
Jnl Series Trust - Jnl/wmc Balanced Fund (a) |
20 |
Morgan Stanley |
20 |
AHIVX - American Century Investment Trust - High Income Fund Investor Class |
20 |
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
20 |
FEDERATED CORE TRUST - High Yield Bond Portfolio |
20 |
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio |
20 |
Invesco Ltd. |
20 |
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
20 |
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
20 |
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
20 |
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
20 |
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
20 |
Citigroup Inc |
20 |
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A |
20 |
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
20 |
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A |
20 |
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
20 |
Ameriprise Financial Inc |
20 |
High Income Opportunities Portfolio - High Income Opportunities Portfolio |
20 |
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
20 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
20 |
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio |
20 |
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
20 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
20 |
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
20 |
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
20 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
20 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
20 |
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
19 |
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
19 |
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA |
19 |
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
19 |
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund |
19 |
Manufacturers Life Insurance Company, The |
19 |
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
19 |
UBS Group AG |
19 |
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares |
19 |
Geode Capital Management, Llc |
19 |
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund |
19 |
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
19 |
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
19 |
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
19 |
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I |
19 |
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
19 |
Bank of New York Mellon Corp |
19 |
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio |
19 |
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
19 |
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
19 |
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 |
19 |
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I |
19 |
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
19 |
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
19 |
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
19 |
D. E. Shaw & Co., Inc. |
19 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund |
19 |
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
19 |
Bnp Paribas Arbitrage, Sa |
19 |
Magnetar Financial LLC |
19 |
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
19 |
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio |
19 |
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
19 |
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund |
19 |
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
19 |
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
19 |
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
19 |
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
19 |
State Street Corp |
19 |
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares |
19 |
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class |
19 |
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
19 |
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF |
19 |
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
19 |
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
18 |
Vanguard Group Inc |
18 |
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
18 |
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
18 |
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
18 |
PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
18 |
John Hancock Income Securities Trust |
18 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
18 |
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
18 |
Aqr Capital Management Llc |
18 |
Franklin Templeton ETF Trust - Western Asset Bond ETF |
18 |
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
18 |
NOFIX - Northern Funds - Northern Fixed Income Fund |
18 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
18 |
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional |
18 |
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
18 |
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
18 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
18 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
18 |
Paloma Partners Management Co |
18 |
Northern Trust Corp |
18 |
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
18 |
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A |
18 |
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I |
18 |
Six Circles Trust - Six Circles Credit Opportunities Fund |
18 |
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio |
18 |
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
18 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
18 |
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
18 |
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K |
18 |
Pacer Advisors, Inc. |
18 |
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
18 |
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II |
18 |
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
18 |
California State Teachers Retirement System |
18 |
American International Group, Inc. |
18 |
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
18 |
Sei Investments Co |
18 |
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
18 |
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I |
18 |
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF |
18 |
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
17 |
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
17 |
Blackrock Debt Strategies Fund, Inc. |
17 |
Millennium Management Llc |
17 |
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
17 |
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
17 |
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares |
17 |
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
17 |
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio |
17 |
Cornerstone Planning Group LLC |
17 |
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
17 |
Renaissance Technologies Llc |
17 |
Wolverine Asset Management Llc |
17 |
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
17 |
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
17 |
Price T Rowe Associates Inc /md/ |
17 |
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
17 |
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
17 |
Jane Street Group, Llc |
17 |
Charles Schwab Investment Management Inc |
17 |
Voya Investment Management Llc |
17 |
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF |
17 |
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
17 |
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
17 |
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
17 |
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
17 |
Proequities, Inc. |
17 |
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF |
17 |
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
17 |
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
17 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service |
17 |
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
17 |
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
17 |
Alliancebernstein Global High Income Fund Inc |
17 |
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A |
17 |
Metropolitan Life Insurance Co/ny |
17 |
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
17 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
17 |
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
17 |
Prelude Capital Management, Llc |
17 |
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
17 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
17 |
Creative Planning |
17 |
Ubs Asset Management Americas Inc |
17 |
PPM Funds - PPM Long Short Credit Fund (Inst) |
17 |
PIMCO FUNDS - PIMCO Sector Fund Series - I |
17 |
Ameritas Investment Partners, Inc. |
17 |
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
17 |
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
17 |
BlackRock ESG Capital Allocation Trust |
17 |
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
17 |
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio |
17 |
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
17 |
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
17 |
Wellington Management Group Llp |
17 |
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
16 |
Jefferies Group LLC |
16 |
Balyasny Asset Management Llc |
16 |
Pnc Financial Services Group, Inc. |
16 |
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
16 |
Swiss National Bank |
16 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
16 |
Putnam Premier Income Trust |
16 |
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
16 |
Two Sigma Advisers, Lp |
16 |
Macquarie Group Ltd |
16 |
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
16 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
16 |
Simplex Trading, Llc |
16 |
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
16 |
Strs Ohio |
16 |
Rhumbline Advisers |
16 |
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard |
16 |
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
16 |
Hsbc Holdings Plc |
16 |
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
16 |
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
16 |
Gabelli Funds Llc |
16 |
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
16 |
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
16 |
Cnh Partners Llc |
16 |
New York State Common Retirement Fund |
16 |
Group One Trading, L.p. |
16 |
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
16 |
Two Sigma Investments, Lp |
16 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
16 |
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
16 |
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) |
16 |
Tower Research Capital LLC (TRC) |
16 |
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
16 |
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III |
16 |
ProShare Advisors LLC |
16 |
Victory Capital Management Inc |
16 |
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
16 |
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I |
16 |
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class |
16 |
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
16 |
Alliancebernstein L.p. |
16 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
16 |
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class |
16 |
Lazard Asset Management Llc |
16 |
Bank Of Montreal /can/ |
16 |
Principal Financial Group Inc |
16 |
Teacher Retirement System Of Texas |
16 |
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A |
16 |
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia |
16 |
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund |
16 |
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
16 |
Western Asset Premier Bond Fund |
16 |
Legal & General Group Plc |
16 |
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
16 |
Jacobs Levy Equity Management, Inc |
16 |
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
16 |
Zurcher Kantonalbank (Zurich Cantonalbank) |
16 |
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A |
16 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
16 |
Alyeska Investment Group, L.P. |
16 |
Private Advisor Group, LLC |
15 |
Franklin Universal Trust |
15 |
Putnam Master Intermediate Income Trust |
15 |
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
15 |
Advent Capital Management /de/ |
15 |
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund |
15 |
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
15 |
Highbridge Capital Management Llc |
15 |
BlackRock Capital Allocation Trust |
15 |
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
15 |
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
15 |
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
15 |
PACIFIC SELECT FUND - Core Income Portfolio Class I |
15 |
Squarepoint Ops LLC |
15 |
BlackRock Fund Advisors |
15 |
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
15 |
Allianz Asset Management GmbH |
15 |
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class |
15 |
Gsa Capital Partners Llp |
15 |
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
15 |
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
15 |
Us Bancorp \de\ |
15 |
Prudential Financial Inc |
15 |
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
15 |
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
15 |
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
15 |
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
15 |
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
15 |
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
15 |
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
15 |
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
15 |
Parametric Portfolio Associates Llc |
15 |
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class |
15 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class |
15 |
Deerfield Management Company, L.p. (series C) |
15 |
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio |
15 |
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB |
15 |
Dimensional Fund Advisors Lp |
15 |
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
15 |
Nuveen Asset Management, LLC |
15 |
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
15 |
Acadian Asset Management Llc |
15 |
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
15 |
Cubist Systematic Strategies, LLC |
15 |
First Trust Advisors Lp |
15 |
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
15 |
Envestnet Asset Management Inc |
15 |
Marshall Wace, Llp |
15 |
Verition Fund Management LLC |
15 |
Td Asset Management Inc |
15 |
Capstone Investment Advisors, Llc |
15 |
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
15 |
Panagora Asset Management Inc |
15 |
Norges Bank |
15 |
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
15 |
Canada Pension Plan Investment Board |
15 |
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares |
15 |
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
15 |
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
15 |
Quantbot Technologies LP |
15 |
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class |
15 |
MUFG Americas Holdings Corp |
15 |
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares |
15 |
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 |
15 |
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
15 |
Qube Research & Technologies Ltd |
15 |
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
15 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
15 |
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
15 |
Credit Agricole S A |
15 |
Amalgamated Bank |
15 |
Daiwa Securities Group Inc. |
15 |
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
15 |
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
15 |
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
15 |
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
14 |
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I |
14 |
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
14 |
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
14 |
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
14 |
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares |
14 |
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
14 |
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
14 |
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF |
14 |
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
14 |
Northwestern Mutual Wealth Management Co |
14 |
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
14 |
Palisade Capital Management Llc/nj |
14 |
Public Employees Retirement System Of Ohio |
14 |
Huntington National Bank |
14 |
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF |
14 |
Landscape Capital Management, L.l.c. |
14 |
Cutler Group LP |
14 |
Arrowstreet Capital, Limited Partnership |
14 |
Tekla World Healthcare Fund |
14 |
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
14 |
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class |
14 |
Western Asset Global Corporate Defined Opportunity Fund Inc. |
14 |
NOCBX - Northern Funds - Northern Core Bond Fund |
14 |
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
14 |
Raymond James & Associates |
14 |
BlackRock Group LTD |
14 |
State Board Of Administration Of Florida Retirement System |
14 |
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
14 |
MetLife Investment Management, LLC |
14 |
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
14 |
Captrust Financial Advisors |
14 |
Sonora Investment Management, LLC |
14 |
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
14 |
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund |
14 |
BlackRock Advisors LLC |
14 |
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund |
14 |
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
14 |
Russell Frank Co/ |
14 |
Dynamic Technology Lab Private Ltd |
14 |
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
14 |
Invesco High Income Trust Ii |
14 |
Lord, Abbett & Co. Llc |
14 |
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
14 |
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
14 |
HAP Trading, LLC |
14 |
Hrt Financial Lp |
14 |
BlueCrest Capital Management Ltd |
14 |
Stifel Financial Corp |
14 |
Quadrant Capital Group Llc |
14 |
PPM Funds - PPM High Yield Core Fund (Inst) |
14 |
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
14 |
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares |
14 |
Nisa Investment Advisors, Llc |
14 |
BlackRock Investment Management, LLC |
14 |
Raymond James Financial Services Advisors, Inc. |
14 |
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
14 |
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A |
14 |
Visium Asset Management, LP |
14 |
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
14 |
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
14 |
BlackRock Institutional Trust Company, N.A. |
14 |
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
14 |
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class |
14 |
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I |
14 |
KBC Group NV |
14 |
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) |
14 |
Mackenzie Financial Corp |
14 |
Parallax Volatility Advisers, L.P. |
14 |
BlackRock ETF Trust II - BlackRock Flexible Income ETF |
14 |
Man Group plc |
14 |
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF |
14 |
LPL Financial LLC |
14 |
Schonfeld Strategic Advisors LLC |
14 |
Two Sigma Securities, Llc |
14 |
Tudor Investment Corp Et Al |
14 |
Gotham Asset Management, LLC |
14 |
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
14 |
Point72 Hong Kong Ltd |
14 |
Thrivent Financial For Lutherans |
14 |
Los Angeles Capital Management Llc |
14 |
Hbk Investments L P |
14 |
Alberta Investment Management Corp |
14 |
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
14 |
Calamos Advisors LLC |
14 |
Federated Hermes, Inc. |
14 |
Russell Investments Group, Ltd. |
14 |
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
14 |
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
14 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
14 |
Schroder Investment Management Group |
14 |
Mfs Multimarket Income Trust |
13 |
Walleye Capital LLC |
13 |
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V |
13 |
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF |
13 |
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional |
13 |
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
13 |
Walleye Trading LLC |
13 |
Allworth Financial LP |
13 |
Arizona State Retirement System |
13 |
Maven Securities LTD |
13 |
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
13 |
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
13 |
Sawtooth Solutions, LLC |
13 |
American Century Companies Inc |
13 |
Mackay Shields Llc |
13 |
Signaturefd, Llc |
13 |
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
13 |
Shell Asset Management Co |
13 |
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund |
13 |
Symphony Asset Management Llc |
13 |
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
13 |
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
13 |
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional |
13 |
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A |
13 |
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
13 |
Point72 Asset Management, L.P. |
13 |
PIMCO FUNDS - PIMCO Short Asset Portfolio |
13 |
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
13 |
Guggenheim Capital Llc |
13 |
Parkside Financial Bank & Trust |
13 |
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund |
13 |
Suntrust Banks Inc |
13 |
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
13 |
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
13 |
Capital Fund Management S.a. |
13 |
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
13 |
VCSBX - VALIC Co II - Strategic Bond Fund |
13 |
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF |
13 |
Ladenburg Thalmann Financial Services Inc |
13 |
VCCBX - VALIC Co II - Core Bond Fund |
13 |
Jupiter Asset Management Ltd |
13 |
IFP Advisors, Inc |
13 |
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
13 |
Rockefeller Capital Management L.P. |
13 |
Neuberger Berman High Yield Strategies Fund Inc. |
13 |
Boothbay Fund Management, Llc |
13 |
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund |
13 |
PDT Partners, LLC |
13 |
Teachers Retirement System Of The State Of Kentucky |
13 |
Federation des caisses Desjardins du Quebec |
13 |
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class |
13 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
13 |
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. |
13 |
State Of Wisconsin Investment Board |
13 |
Sterling Capital Management LLC |
13 |
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial |
13 |
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund |
13 |
Steward Partners Investment Advisory, Llc |
13 |
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E |
13 |
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
13 |
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A |
13 |
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares |
13 |
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
13 |
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A |
13 |
Weiss Multi-Strategy Advisers LLC |
13 |
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
13 |
Connor, Clark & Lunn Investment Management Ltd. |
13 |
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
13 |
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
13 |
Public Employees Retirement Association Of Colorado |
13 |
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
13 |
California Public Employees Retirement System |
13 |
Cwm, Llc |
13 |
Neuberger Berman Group LLC |
13 |
Css Llc/il |
13 |
Truist Financial Corp |
13 |
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
13 |
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
13 |
Putnam Investments Llc |
13 |
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
13 |
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) |
13 |
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class |
13 |
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
13 |
Virtu Financial LLC |
13 |
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
13 |
Advisor Group Holdings, Inc. |
13 |
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
13 |
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
13 |
Algert Global Llc |
13 |
Coldstream Capital Management Inc |
13 |
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund |
13 |
Advisory Services Network, LLC |
13 |
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund |
13 |
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio |
13 |
Parallel Advisors, LLC |
13 |
Bessemer Group Inc |
13 |
Cambridge Investment Research Advisors, Inc. |
13 |
Janus Henderson Group Plc |
13 |
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
13 |
Advanced Series Trust - Ast Advanced Strategies Portfolio |
13 |
TCI Wealth Advisors, Inc. |
12 |
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
12 |
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A |
12 |
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
12 |
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional |
12 |
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A |
12 |
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
12 |
Comerica Bank |
12 |
Keybank National Association/oh |
12 |
Adage Capital Partners Gp, L.l.c. |
12 |
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
12 |
State of Tennessee, Treasury Department |
12 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
12 |
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV |
12 |
Evoke Wealth, Llc |
12 |
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund |
12 |
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
12 |
Healthcare Of Ontario Pension Plan Trust Fund |
12 |
Ubs Oconnor Llc |
12 |
Sei Trust Co |
12 |
Emerald Acquisition Ltd. |
12 |
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV |
12 |
Y-Intercept (Hong Kong) Ltd |
12 |
PEAK6 Investments, L.P. |
12 |
Assetmark, Inc |
12 |
Glassman Wealth Services |
12 |
Laurion Capital Management LP |
12 |
Teachers Advisors, Llc |
12 |
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
12 |
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
12 |
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund |
12 |
Calamos Wealth Management LLC |
12 |
Dupont Capital Management Corp |
12 |
Commonwealth Equity Services, Llc |
12 |
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
12 |
BNP Paribas Asset Management Holding S.A. |
12 |
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
12 |
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
12 |
Nationwide Fund Advisors |
12 |
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund |
12 |
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
12 |
Engineers Gate Manager LP |
12 |
Tiaa Cref Investment Management Llc |
12 |
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF |
12 |
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
12 |
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
12 |
Atom Investors LP |
12 |
Bayesian Capital Management, LP |
12 |
Oppenheimer & Co Inc |
12 |
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
12 |
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
12 |
Marshall Wace North America L.P. |
12 |
OMERS ADMINISTRATION Corp |
12 |
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) |
12 |
Maverick Capital Ltd |
12 |
Boston Income Portfolio - Boston Income Portfolio |
12 |
Sculptor Capital LP |
12 |
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
12 |
Davidson Kempner Capital Management Lp |
12 |
First Republic Investment Management, Inc. |
12 |
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF |
12 |
Societe Generale |
12 |
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares |
12 |
Baird Financial Group, Inc. |
12 |
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares |
12 |
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
12 |
Seven Eight Capital, Lp |
12 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
12 |
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
12 |
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. |
12 |
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
12 |
Weiss Asset Management LP |
12 |
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A |
12 |
Voloridge Investment Management, Llc |
12 |
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
12 |
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
12 |
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
12 |
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
12 |
Ubs Ag |
12 |
Fifth Third Bancorp |
12 |
Quadrature Capital Ltd |
12 |
Jones Financial Companies Lllp |
12 |
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A |
12 |
MetLife Securities, Inc |
12 |
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
12 |
Winton Capital Group Ltd |
12 |
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
12 |
Hillsdale Investment Management Inc. |
12 |
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF |
12 |
MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund |
12 |
Brown Advisory Inc |
12 |
Clearbridge Investments, LLC |
12 |
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A |
12 |
Great West Life Assurance Co /can/ |
12 |
CIBC Private Wealth Group, LLC |
12 |
Trexquant Investment LP |
12 |
Glenmede Trust Co Na |
12 |
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
12 |
Convergence Investment Partners, LLC |
12 |
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
12 |
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
12 |
Hudson Bay Capital Management LP |
12 |
Cibc World Markets Corp |
12 |
Franklin Resources Inc |
12 |
Skandinaviska Enskilda Banken AB (publ) |
12 |
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
12 |
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF |
12 |
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
12 |
Wolverine Trading, Llc |
12 |
Atika Capital Management LLC |
11 |
Hussman Strategic Advisors, Inc. |
11 |
Handelsbanken Fonder AB |
11 |
Mfs Charter Income Trust |
11 |
Oppenheimer Asset Management Inc. |
11 |
D.a. Davidson & Co. |
11 |
IWV - iSHARES TRUST - iShares Russell 3000 ETF |
11 |
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
11 |
HighTower Advisors, LLC |
11 |
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF |
11 |
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
11 |
A.R.T. Advisors, LLC |
11 |
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
11 |
Valeo Financial Advisors, LLC |
11 |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
11 |
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 |
11 |
GWM Advisors LLC |
11 |
GABELLI & Co INVESTMENT ADVISERS, INC. |
11 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
11 |
Pictet Asset Management Ltd |
11 |
Cornerstone Capital Management Holdings Llc. |
11 |
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
11 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
11 |
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund |
11 |
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A |
11 |
Managed Account Advisors Llc |
11 |
VCAAX - VALIC Co I - Asset Allocation Fund |
11 |
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
11 |
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF |
11 |
Caption Management, LLC |
11 |
Westchester Capital Management, LLC |
11 |
ClariVest Asset Management LLC |
11 |
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional |
11 |
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
11 |
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
11 |
Graham Capital Management, L.P. |
11 |
Delaware Enhanced Global Dividend & Income Fund |
11 |
Thompson Davis & Co., Inc. |
11 |
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
11 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
11 |
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund |
11 |
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
11 |
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
11 |
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional |
11 |
State of Wyoming |
11 |
Capital World Investors |
11 |
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
11 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 |
11 |
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A |
11 |
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio |
11 |
O'shaughnessy Asset Management, Llc |
11 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
11 |
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
11 |
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
11 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
11 |
Americafirst Capital Management, Llc |
11 |
Zacks Investment Management |
11 |
PEAK6 Investments LLC |
11 |
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I |
11 |
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND |
11 |
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
11 |
Smithfield Trust Co |
11 |
Alpine Global Management, LLC |
11 |
Cambria Investment Management, L.P. |
11 |
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) |
11 |
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
11 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
11 |
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
11 |
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
11 |
Airain ltd |
11 |
First Light Asset Management, LLC |
11 |
Advisor Group, Inc. |
11 |
Mirae Asset Global Investments Co., Ltd. |
11 |
XTX Topco Ltd |
11 |
Advanced Series Trust - Ast High Yield Portfolio |
11 |
Stratos Wealth Partners, LTD. |
11 |
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
11 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
11 |
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
11 |
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
11 |
Meeder Asset Management Inc |
11 |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
11 |
JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
11 |
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
11 |
Centiva Capital, LP |
11 |
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
11 |
Taconic Capital Advisors LP |
11 |
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
11 |
Amundi Pioneer Asset Management Inc |
11 |
Vanguard Index Funds |
11 |
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
11 |
Massmutual Trust Co Fsb/adv |
11 |
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
11 |
National Asset Management, Inc. |
11 |
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
11 |
Viking Global Investors Lp |
11 |
Ensign Peak Advisors, Inc |
11 |
Carroll Financial Associates, Inc. |
11 |
Advisory Research Inc |
11 |
Polar Asset Management Partners Inc. |
11 |
Bank Of Hawaii |
11 |
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
11 |
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
11 |
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
11 |
Cipher Capital LP |
11 |
First Horizon Advisors, Inc. |
11 |
Ergoteles LLC |
11 |
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A |
11 |
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
11 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
11 |
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
11 |
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF |
11 |
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares |
11 |
Pathstone Family Office, Llc |
11 |
RidgeWorth Capital Management LLC |
11 |
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
11 |
Fiera Capital Corp |
11 |
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF |
11 |
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
11 |
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
11 |
Brown Brothers Harriman & Co |
11 |
FNY Investment Advisers, LLC |
11 |
State of New Jersey Common Pension Fund D |
11 |
Rational Advisors Llc |
11 |
M&t Bank Corp |
11 |
Jane Street Holding, LLC |
11 |
Axa S.a. |
11 |
Bank Of Nova Scotia |
11 |
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
11 |
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z |
11 |
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
11 |
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio |
11 |
Vanguard World Fund |
11 |
Dark Forest Capital Management Lp |
11 |
Eaton Vance Management |
11 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares |
11 |
Aigen Investment Management, Lp |
11 |
Mariner, LLC |
11 |
Fred Alger Management, Llc |
11 |
LMR Partners LLP |
11 |
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
11 |
PFM Health Sciences, LP |
11 |
BNP Paribas Investment Partners S.A. |
11 |
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
11 |
Jefferies Financial Group Inc. |
11 |
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
11 |
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
11 |
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares |
11 |
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF |
11 |
Bridgeway Capital Management Inc |
11 |
Manchester Capital Management LLC |
11 |
Principal Funds Inc |
11 |
SAC Capital Advisors LP |
11 |
ExodusPoint Capital Management, LP |
11 |
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A |
11 |
Oxford Asset Management Llp |
11 |
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
11 |
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A |
11 |
Berman Capital Advisors, LLC |
11 |
PineBridge Investments, L.P. |
11 |
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF |
11 |
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
11 |
Nordea Investment Management Ab |
11 |
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF |
11 |
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares |
11 |
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
11 |
Stephens Inc /ar/ |
11 |
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
11 |
Orbimed Advisors Llc |
11 |
BlackRock Multi-Sector Opportunities Trust II |
11 |
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
11 |
Belpointe Asset Management LLC |
11 |
Ellington Management Group Llc |
11 |
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
11 |
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O |
11 |
Caisse De Depot Et Placement Du Quebec |
11 |
Virginia Retirement Systems Et Al |
11 |
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
11 |
Hennessy Advisors Inc |
11 |
Vident Investment Advisory, LLC |
11 |
GAM Holding AG |
11 |
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II |
11 |
First Quadrant L P/ca |
11 |
CIBC Asset Management Inc |
11 |
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
11 |
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
11 |
Asset Dedication, LLC |
10 |
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class |
10 |
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
10 |
Campbell & CO Investment Adviser LLC |
10 |
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 |
10 |
Proficio Capital Partners LLC |
10 |
Fox Run Management, L.l.c. |
10 |
Quantitative Investment Management, LLC |
10 |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
10 |
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
10 |
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
10 |
Cetera Advisor Networks LLC |
10 |
Cetera Advisors LLC |
10 |
Mint Tower Capital Management B.V. |
10 |
SG3 Management, LLC |
10 |
Robeco Institutional Asset Management B.V. |
10 |
First New York Securities Llc /ny |
10 |
Thompson Siegel & Walmsley Llc |
10 |
Redmile Group, LLC |
10 |
Carlson Capital L P |
10 |
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
10 |
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares |
10 |
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
10 |
North Star Investment Management Corp. |
10 |
NumerixS Investment Technologies Inc |
10 |
FNY Managed Accounts LLC |
10 |
Holocene Advisors, LP |
10 |
LS Investment Advisors, LLC |
10 |
John Hancock Funds II - Health Sciences Fund Class NAV |
10 |
Commonwealth Bank Of Australia |
10 |
Crossmark Global Holdings, Inc. |
10 |
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
10 |
Perceptive Advisors Llc |
10 |
Oppenheimer Funds Inc |
10 |
Mitsubishi UFJ Trust & Banking Corp |
10 |
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
10 |
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
10 |
Private Trust Co Na |
10 |
Texas Permanent School Fund |
10 |
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
10 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A |
10 |
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A |
10 |
Penserra Capital Management LLC |
10 |
Natixis Advisors, L.p. |
10 |
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
10 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class |
10 |
Aperio Group, LLC |
10 |
Acrospire Investment Management LLC |
10 |
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
10 |
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB |
10 |
AMP Capital Investors Ltd |
10 |
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
10 |
FineMark National Bank & Trust |
10 |
New York State Teachers Retirement System |
10 |
Summit Trail Advisors, Llc |
10 |
United Services Automobile Association |
10 |
Larson Financial Group LLC |
10 |
Jump Financial, LLC |
10 |
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A |
10 |
Stevens Capital Management Lp |
10 |
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
10 |
Scotia Capital Inc. |
10 |
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A |
10 |
Profund Advisors Llc |
10 |
Gamco Investors, Inc. Et Al |
10 |
Kcg Holdings, Inc. |
10 |
Great Lakes Advisors, Llc |
10 |
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class |
10 |
Wells Fargo Multi-sector Income Fund |
10 |
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
10 |
Shelton Capital Management |
10 |
Janney Montgomery Scott LLC |
10 |
Bokf, Na |
10 |
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class |
10 |
Pentwater Capital Management LP |
10 |
AdvisorNet Financial, Inc |
10 |
Cresset Asset Management, LLC |
10 |
Menta Capital Llc |
10 |
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class |
10 |
Quantamental Technologies LLC |
10 |
Sandy Spring Bank |
10 |
Ballentine Partners, LLC |
10 |
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class |
10 |
Ellevest, Inc. |
10 |
Private Capital Group, LLC |
10 |
State Farm Mutual Fund Trust |
10 |
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF |
10 |
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF |
10 |
E. Ohman J:or Asset Management AB |
10 |
Patriot Financial Group Insurance Agency, LLC |
10 |
Psagot Investment House Ltd. |
10 |
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
10 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class |
10 |
SBI Securities Co., Ltd. |
10 |
Asset Management One Co., Ltd. |
10 |
MAI Capital Management |
10 |
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
10 |
Allspring Global Investments Holdings, LLC |
10 |
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
10 |
FORA Capital, LLC |
10 |
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
10 |
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
10 |
Mutual Of America Capital Management Llc |
10 |
Globeflex Capital L P |
10 |
Retirement Systems of Alabama |
10 |
Chicago Equity Partners Llc |
10 |
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
10 |
State Farm Variable Product Trust |
10 |
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
10 |
Alps Advisors Inc |
10 |
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A |
10 |
Employees Retirement System of Texas |
10 |
Mercer Global Advisors Inc /adv |
10 |
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
10 |
Hutchin Hill Capital, LP |
10 |
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
10 |
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
10 |
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A |
10 |
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
10 |
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
10 |
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
10 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
10 |
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
10 |
Nomura Asset Management Co Ltd |
10 |
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
10 |
Global Retirement Partners, LLC |
10 |
Point72 Middle East FZE |
10 |
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A |
10 |
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
10 |
IndexIQ Advisors LLC |
10 |
Louisiana State Employees Retirement System |
10 |
MML Series Investment Fund II - MML High Yield Fund Class II |
10 |
Raymond James Financial Inc |
10 |
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
10 |
Polar Capital LLP |
10 |
PENN SERIES FUNDS INC - International Equity Fund |
10 |
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
10 |
Element Capital Management Llc |
10 |
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
10 |
Parkwood LLC |
10 |
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
10 |
Soros Fund Management Llc |
10 |
EverSource Wealth Advisors, LLC |
10 |
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
10 |
Hanseatic Management Services Inc |
10 |
Lombard Odier Asset Management (USA) Corp |
10 |
Oregon Public Employees Retirement Fund |
10 |
Systematic Financial Management Lp |
10 |
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares |
10 |
Barings Llc |
10 |
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
10 |
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
10 |
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
10 |
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A |
10 |
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
10 |
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
10 |
United Capital Financial Advisers, Llc |
10 |
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
10 |
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares |
10 |
SRS Capital Advisors, Inc. |
10 |
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
10 |
Covestor Ltd |
10 |
Cerity Partners LLC |
10 |
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
10 |
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
10 |
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class |
10 |
Empowered Funds, LLC |
10 |
First Mercantile Trust Co |
10 |
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
10 |
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund |
10 |
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF |
10 |
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
10 |
Public Sector Pension Investment Board |
10 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class |
10 |
ETRADE Capital Management LLC |
10 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares |
10 |
NEXT Financial Group, Inc |
10 |
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF |
10 |
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
10 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 |
10 |
VTL Associates, LLC |
10 |
Wealthspire Advisors, L.P. |
10 |
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
10 |
Capital International Investors |
10 |
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
10 |
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 |
10 |
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class |
10 |
Deere & Co |
10 |
Eagle Asset Management Inc |
10 |
Susquehanna Fundamental Investments, Llc |
10 |
Securian Asset Management, Inc |
10 |
Jennison Associates Llc |
10 |
Point72 Asia (Singapore) Pte. Ltd. |
10 |
Mason Street Advisors, Llc |
10 |
Massachusetts Financial Services Co /ma/ |
10 |
Sectoral Asset Management Inc |
10 |
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A |
10 |
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A |
10 |
Pine River Capital Management L.P. |
10 |
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A |
10 |
Sivik Global Healthcare LLC |
10 |
Regions Financial Corp |
10 |
Versor Investments LP |
10 |
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
10 |
Cowen Group, Inc. |
10 |
XHYH - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Healthcare Sector ETF |
10 |
Blair William & Co/il |
10 |
Mml Investors Services, Llc |
10 |
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional |
10 |
Ionic Capital Management LLC |
10 |
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional |
10 |
Plante Moran Financial Advisors, LLC |
10 |
First Manhattan Co |
10 |
Rock Springs Capital Management LP |
10 |
Arrowgrass Capital Partners (us) Lp |
10 |
Versant Capital Management, Inc |
10 |
Westpac Banking Corp |
10 |
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio |
10 |
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
10 |
Assured Investment Management LLC |
10 |
Toronto Dominion Bank |
10 |
Blueshift Asset Management, LLC |
10 |
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A |
10 |
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
10 |
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV |
10 |
Aviva Plc |
10 |
Farallon Capital Management Llc |
10 |
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
10 |
Twin Tree Management, LP |
9 |
Klp Kapitalforvaltning As |
9 |
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
9 |
Mizuho Securities Usa Llc |
9 |
Wunderlich Securities, Inc. |
9 |
Howe & Rusling Inc |
9 |
Columbus Circle Investors |
9 |
Bellevue Asset Management AG |
9 |
Enterprise Financial Services Corp |
9 |
True Wealth Design, LLC |
9 |
Kayne Anderson Rudnick Investment Management Llc |
9 |
Wealthfront Inc |
9 |
Ontario Teachers Pension Plan Board |
9 |
Empirical Finance, LLC |
9 |
Korea Investment CORP |
9 |
Farther Finance Advisors, LLC |
9 |
Numeric Investors Llc |
9 |
American Portfolios Advisors |
9 |
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A |
9 |
Perella Weinberg Partners Capital Management LP |
9 |
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
9 |
BTG Pactual Global Asset Management Ltd |
9 |
Spark Investment Management LLC |
9 |
Catalyst Capital Advisors LLC |
9 |
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
9 |
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
9 |
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A |
9 |
Capital Research Global Investors |
9 |
Assenagon Asset Management S.A. |
9 |
Sowell Financial Services LLC |
9 |
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
9 |
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF |
9 |
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
9 |
Calamos Strategic Total Return Fund |
9 |
EverPoint Asset Management, LLC |
9 |
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund |
9 |
Moore Capital Management, Lp |
9 |
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund |
9 |
Calamos Global Total Return Fund |
9 |
Calamos Global Dynamic Income Fund |
9 |
Index Management Solutions, LLC |
9 |
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF |
9 |
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB |
9 |
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
9 |
Fuller & Thaler Asset Management, Inc. |
9 |
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF |
9 |
Wealthfront Advisers Llc |
9 |
CFICX - CALVERT FUND - Calvert Income Fund Class A |
9 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
9 |
Weiss Strategic Interval Fund |
9 |
Endurance Wealth Management, Inc. |
9 |
Gulf International Bank (UK) Ltd |
9 |
Legg Mason Asset Management (Japan) Co., Ltd. |
9 |
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
9 |
Front Row Advisors LLC |
9 |
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF |
9 |
Amalgamated Financial Corp. |
9 |
TradeLink Capital LLC |
9 |
WealthTrust-Arizona, LLC |
9 |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
9 |
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
9 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I |
9 |
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service |
9 |
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
9 |
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
9 |
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares |
9 |
8 Knots Management, Llc |
9 |
Veritable, L.P. |
9 |
MUFG Securities EMEA plc |
9 |
HOIBX - Homestead Funds Trust - Intermediate Bond Fund |
9 |
Highland Capital Management Lp |
9 |
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF |
9 |
World Asset Management Inc |
9 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
9 |
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF |
9 |
Artemis Investment Management LLP |
9 |
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF |
9 |
Exchange Traded Concepts, Llc |
9 |
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class |
9 |
Timber Hill LLC |
9 |
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
9 |
Glenview Capital Management, Llc |
9 |
Financial Gravity Companies, Inc. |
9 |
TD Securities (USA) LLC |
9 |
Sofos Investments, Inc. |
9 |
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A |
9 |
First Hawaiian Bank |
9 |
Salem Investment Counselors Inc |
9 |
Commonwealth Equity Services, Inc |
9 |
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund |
9 |
Hancock Whitney Corp |
9 |
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A |
9 |
South Dakota Investment Council |
9 |
Pacific Alternative Asset Management Company, Llc |
9 |
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
9 |
Savant Capital, LLC |
9 |
Old Mutual Customised Solutions (proprietary) Ltd |
9 |
Lindbrook Capital, Llc |
9 |
U S Global Investors Inc |
9 |
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
9 |
Ieq Capital, Llc |
9 |
TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
9 |
Piedmont Investment Advisors Llc |
9 |
Pictet Asset Management Sa |
9 |
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class |
9 |
Parametrica Management Ltd |
9 |
Utah Retirement Systems |
9 |
Bluefin Trading, LLC |
9 |
Whitebox Advisors Llc |
9 |
Lsv Asset Management |
9 |
Orion Portfolio Solutions, LLC |
9 |
Prudential Plc |
9 |
Aquatic Capital Management LLC |
9 |
Partner Investment Management, L.P. |
9 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
9 |
Martingale Asset Management L P |
9 |
FDx Advisors, Inc. |
9 |
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
9 |
Endurant Capital Management LP |
9 |
Teza Capital Management LLC |
9 |
Ancora Advisors, LLC |
9 |
Intech Investment Management Llc |
9 |
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund |
9 |
Kennedy Capital Management, Inc. |
9 |
Elkfork Partners LLC |
9 |
Sciencast Management LP |
9 |
Qs Batterymarch Financial Management, Inc |
9 |
Ronald Blue Trust, Inc. |
9 |
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
9 |
Compagnie Lombard Odier SCmA |
9 |
Achmea Investment Management B.V. |
9 |
Fieldpoint Private Securities, LLC |
9 |
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
9 |
Burney Co/ |
9 |
Occudo Quantitative Strategies Lp |
9 |
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
9 |
Cookson Peirce & Co Inc |
9 |
San Francisco Sentry Investment Group (ca) |
9 |
Agf Investments Inc. |
9 |
Municipal Employees' Retirement System of Michigan |
9 |
Jacobi Capital Management LLC |
9 |
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
9 |
Irish Life Investment Managers Ltd. |
9 |
Whittier Trust Co |
9 |
Synovus Financial Corp |
9 |
QCM Cayman, Ltd. |
9 |
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
9 |
Sun Life Financial Inc |
9 |
Capstone Asset Management Co |
9 |
Twinbeech Capital Lp |
9 |
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
9 |
Hartland & Co., LLC |
9 |
Kepos Capital LP |
9 |
Guardian Life Insurance Co Of America |
9 |
Whittier Trust Co Of Nevada Inc |
9 |
Etf Managers Group, Llc |
9 |
Bryn Mawr Capital Management Inc |
9 |
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF |
9 |
Brevan Howard Capital Management LP |
9 |
Driehaus Capital Management Llc |
9 |
Prospera Financial Services Inc |
9 |
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
9 |
Oakbrook Investments Llc |
9 |
Vontobel Holding Ltd. |
9 |
AHL Partners LLP |
9 |
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A |
9 |
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
9 |
Northern Trust Co Of Connecticut |
9 |
Harbor Investment Advisory, Llc |
9 |
Vanguard Specialized Funds |
9 |
BDO Wealth Advisors, LLC |
9 |
Pearl River Capital, LLC |
9 |
Man Investments Ltd |
9 |
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
9 |
BlackRock Japan Co. Ltd |
9 |
GV Financial Advisors |
9 |
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
9 |
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
9 |
Paradigm Asset Management Co Llc |
9 |
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
9 |
Ajo, Lp |
9 |
Tortoise Investment Management, LLC |
9 |
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
9 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
9 |
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
9 |
CENTRAL TRUST Co |
9 |
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional |
9 |
Sigma Planning Corp |
9 |
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A |
9 |
Amundi |
9 |
VCCCX - VALIC Co I - Capital Conservation Fund |
9 |
DnB Asset Management AS |
9 |
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A |
9 |
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF |
9 |
Boston Advisors Llc |
9 |
Rhenman & Partners Asset Management AB |
9 |
Belvedere Trading LLC |
9 |
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
9 |
Quantitative Systematic Strategies LLC |
9 |
Boston Private Wealth Llc |
9 |
Cantab Capital Partners LLP |
9 |
Point72 (DIFC) Ltd |
9 |
IBM Retirement Fund |
9 |
Price Capital Management, Inc. |
9 |
Pitcairn Co |
9 |
Baystate Wealth Management LLC |
9 |
Leuthold Group, Llc |
9 |
Natixis |
9 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
9 |
Harvest Management Llc |
9 |
Grantham, Mayo, Van Otterloo & Co. LLC |
9 |
Advisors Asset Management, Inc. |
9 |
Integrated Wealth Concepts LLC |
9 |
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
9 |
Chicago Partners Investment Group LLC |
9 |
Liberty Mutual Group Asset Management Inc. |
9 |
Tradeworx Inc. |
9 |
Clinton Group Inc |
9 |
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional |
9 |
Harbour Investments, Inc. |
9 |
SECOR Capital Advisors, LP |
9 |
Commerce Bank |
9 |
Laffer Investments |
9 |
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
9 |
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF |
9 |
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
9 |
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
9 |
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
9 |
Usca Ria Llc |
9 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
9 |
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
9 |
Mv Capital Management, Inc. |
9 |
Zweig-DiMenna Associates LLC |
9 |
SpiderRock Trading LLC |
9 |
Clear Street Markets Llc |
9 |
Baker Avenue Asset Management, LP |
9 |
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
9 |
Pura Vida Investments, Llc |
9 |
Hartford Investment Management Co |
9 |
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional |
9 |
Tarbox Family Office, Inc. |
9 |
Calvert Investment Management, Inc. |
9 |
Eqis Capital Management, Inc. |
9 |
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional |
9 |
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A |
9 |
Invictus RG |
9 |
MML Series Investment Fund II - MML Blend Fund Initial Class |
9 |
Spot Trading L.L.C |
9 |
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
9 |
CenterStar Asset Management, LLC |
9 |
BRASX - Blackrock Allocation Target Shares - Bats Series S |
9 |
Gemmer Asset Management LLC |
9 |
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A |
9 |
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
9 |
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds |
9 |
Mount Yale Investment Advisors, LLC |
9 |
IMC-Chicago, LLC |
9 |
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
9 |
Rothschild Investment Llc |
9 |
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional |
9 |
Xponance, Inc. |
9 |
Invictus RG Pte. Ltd. |
9 |
Pictet Asset Management Holding SA |
9 |
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
9 |
Cornerstone Advisors, Inc. |
9 |
Northwestern Mutual Investment Management Company, Llc |
9 |
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
9 |
Xact Kapitalforvaltning AB |
9 |
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF |
9 |
Princeton Alpha Management LP |
9 |
Caitong International Asset Management Co., Ltd |
9 |
Guggenheim Active Allocation Fund |
9 |
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF |
9 |
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A |
9 |
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
9 |
Everence Capital Management Inc |
9 |
CQS Cayman LP |
9 |
Nine Chapters Capital Management LLC |
9 |
Wedge Capital Management L L P/nc |
9 |
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class |
9 |
Segall Bryant & Hamill, Llc |
9 |
Absolute Return Capital, LLC |
9 |
Tfs Capital Llc |
9 |
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A |
9 |
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class |
9 |
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) |
9 |
Old Mutual Global Investors (UK) Ltd. |
9 |
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF |
9 |
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class |
9 |
State Of Michigan Retirement System |
9 |
Bellevue Group AG |
9 |
Nuveen, LLC |
9 |
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
9 |
Advisors Preferred, LLC |
9 |
Freestone Capital Holdings, LLC |
9 |
First Citizens Bank & Trust Co |
9 |
Optimum Investment Advisors |
9 |
MCF Advisors LLC |
9 |
1832 Asset Management L.P. |
9 |
QS Investors, LLC |
9 |
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
9 |
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
9 |
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
9 |
Santa Fe Partners LLC |
9 |
Tocqueville Asset Management L.p. |
9 |
Loomis Sayles & Co L P |
9 |
Quarry LP |
9 |
Lee Financial Co |
9 |
Brandywine Global Investment Management, LLC |
9 |
Jaffetilchin Investment Partners, LLC |
9 |
Riverhead Capital Management Llc |
9 |
Police & Firemen's Retirement System of New Jersey |
9 |
Clark Capital Management Group, Inc. |
9 |
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
9 |
Covington Capital Management |
9 |
General Motors Investment Management Corp |
9 |
Standard Life Aberdeen plc |
9 |
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF |
9 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
9 |
CoreCap Advisors, LLC |
9 |
Lucus Advisors Llc |
9 |
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
9 |
Rehmann Capital Advisory Group |
9 |
DekaBank Deutsche Girozentrale |
9 |
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
9 |
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
9 |
CenterStar Fund, LLC |
9 |
Adamant Biomedical Investments AG |
9 |
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
9 |
Caxton Associates Lp |
9 |
Moors & Cabot, Inc. |
9 |
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
8 |
CX Institutional |
8 |
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
8 |
EBI - RBB Fund Trust - Longview Advantage ETF |
8 |
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc. |
8 |
RMB Capital Management, LLC |
8 |
Epoch Investment Partners, Inc. |
8 |
Tri-continental Corp |
8 |
First Pacific Advisors, LP |
8 |
Nvwm, Llc |
8 |
Creative Financial Designs Inc /adv |
8 |
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
8 |
Kepos Capital LP |
8 |
CNB Bank |
8 |
We Are One Seven, LLC |
8 |
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y |
8 |
Banco de Sabadell, S.A |
8 |
Monashee Investment Management LLC |
8 |
Ing Groep Nv |
8 |
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
8 |
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
8 |
HealthCor Management, L.P. |
8 |
Clough Capital Partners L P |
8 |
WASHINGTON TRUST Co |
8 |
MANA Advisors LLC |
8 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio |
8 |
Icon Wealth Partners, LLC |
8 |
Carillon Tower Advisers, Inc. |
8 |
Centaurus Financial, Inc. |
8 |
Horizon Investment Services, LLC |
8 |
Legacy Financial Advisors, Inc. |
8 |
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
8 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
8 |
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
8 |
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class |
8 |
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
8 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
8 |
Seacrest Wealth Management, Llc |
8 |
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
8 |
BRYN MAWR TRUST Co |
8 |
Sentry Investment Management Llc |
8 |
Gradient Investments LLC |
8 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
8 |
Gupta Wealth Management LLC |
8 |
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
8 |
Kentucky Retirement Systems |
8 |
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
8 |
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
8 |
MBOVX - M FUND INC - M Large Cap Value Fund |
8 |
Bridger Management, Llc |
8 |
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
8 |
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
8 |
Perigon Wealth Management, LLC |
8 |
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
8 |
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
8 |
Janus Capital Management Llc |
8 |
NOSGX - Northern Funds - Northern Small Cap Value Fund |
8 |
Franklin Ltd Duration Income Trust |
8 |
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. |
8 |
Vanguard Morgan Growth Fund |
8 |
Smith Asset Management Group Lp |
8 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
8 |
Delaware Investments Dividend & Income Fund, Inc |
8 |
Wedbush Securities Inc |
8 |
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
8 |
Cadence Capital Management Llc |
8 |
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
8 |
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
8 |
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
8 |
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
8 |
Earnest Partners Llc |
8 |
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
8 |
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
8 |
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
8 |
John Hancock Investors Trust |
8 |
Affinity Investment Advisors, Llc |
8 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
8 |
Checchi Capital Advisers, LLC |
8 |
Banque Pictet & Cie Sa |
8 |
Wells Fargo Global Dividend Opportunity Fund |
8 |
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
8 |
Clough Global Dividend & Income Fund |
8 |
Ardsley Advisory Partners Lp |
8 |
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
8 |
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
8 |
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
8 |
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
8 |
Mfs Special Value Trust |
8 |
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
8 |
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
8 |
Jfs Wealth Advisors, Llc |
8 |
Capital Analysts, Inc. |
8 |
Kistler-Tiffany Companies, LLC |
8 |
Boston Private Bank & Trust Co |
8 |
Rsm Us Wealth Management Llc |
8 |
Caas Capital Management Lp |
8 |
Harel Insurance Investments & Financial Services Ltd. |
8 |
FSHCX - FIDELITY SELECT PORTFOLIOS - Health Care Services Portfolio |
8 |
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
8 |
Icon Advisers Inc/co |
8 |
Atlantic Union Bankshares Corp |
8 |
Bridgefront Capital, LLC |
8 |
Lenox Wealth Advisors, LLC |
8 |
Kentucky Retirement Systems Insurance Trust Fund |
8 |
Edge Wealth Management LLC |
8 |
Royal London Asset Management Ltd |
8 |
APG Asset Management N.V. |
8 |
Savior LLC |
8 |
Ledyard National Bank |
8 |
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A |
8 |
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund |
8 |
Levin Capital Strategies, L.p. |
8 |
Candriam Luxembourg S.C.A. |
8 |
Private Ocean, LLC |
8 |
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
8 |
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares |
8 |
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
8 |
PTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Healthcare Momentum ETF |
8 |
Coppell Advisory Solutions LLC |
8 |
Atria Investments Llc |
8 |
Exane Derivatives |
8 |
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P |
8 |
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
8 |
Chevy Chase Trust Holdings, Inc. |
8 |
Humankind Benefit Corp - Humankind US Stock ETF |
8 |
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund |
8 |
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 |
8 |
Shapiro Robert N |
8 |
Wealth Enhancement Advisory Services, Llc |
8 |
WFG Advisors, LP |
8 |
J.Safra Asset Management Corp |
8 |
Geneos Wealth Management Inc. |
8 |
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
8 |
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
8 |
Gideon Capital Advisors, Inc. |
8 |
Archer Investment Corp |
8 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class |
8 |
NN Investment Partners Holdings N.V. |
8 |
Mirabella Financial Services Llp |
8 |
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF |
8 |
Koshinski Asset Management, Inc. |
8 |
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A |
8 |
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
8 |
Cinctive Capital Management LP |
8 |
Manager Directed Portfolios - Pemberwick Fund Shares |
8 |
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF |
8 |
Turner Investments, L.p. |
8 |
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
8 |
Bridgewater Associates, LP |
8 |
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
8 |
Integrated Wealth Management |
8 |
Cetera Investment Advisers |
8 |
Newbridge Financial Services Group, Inc. |
8 |
Howard Hughes Medical Institute |
8 |
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
8 |
Woodline Partners LP |
8 |
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
8 |
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF |
8 |
CenturyLink Investment Management Co |
8 |
Insight Capital Research & Management Inc |
8 |
Citizens Financial Group Inc/ri |
8 |
Column Capital Advisors, LLC |
8 |
Blue Jay Capital Management, Llc |
8 |
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
8 |
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
8 |
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A |
8 |
Rafferty Asset Management, LLC |
8 |
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A |
8 |
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
8 |
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A |
8 |
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
8 |
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
8 |
First Allied Advisory Services, Inc. |
8 |
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
8 |
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
8 |
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
8 |
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
8 |
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
8 |
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
8 |
Tcw Group Inc |
8 |
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
8 |
Wexford Capital Lp |
8 |
Capital Performance Advisors Llp |
8 |
Livforsakringsbolaget Skandia, Omsesidigt |
8 |
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) |
8 |
Integral Health Asset Management, LLC |
8 |
Vestcor Inc |
8 |
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) |
8 |
Van Eck Associates Corp |
8 |
Governors Lane LP |
8 |
Fort, L.p. |
8 |
Cordasco Financial Network |
8 |
Tokio Marine Asset Management Co Ltd |
8 |
Stone Ridge Asset Management LLC |
8 |
Trust Co Of Vermont |
8 |
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF |
8 |
Old Mission Capital Llc |
8 |
Keebeck Alpha, LP |
8 |
Petrus Trust Company, LTA |
8 |
Camarda Financial Advisors, LLC |
8 |
Edgestream Partners, L.P. |
8 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
8 |
Brookfield Asset Management Inc. |
8 |
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
8 |
CSat Investment Advisory, L.P. |
8 |
Norinchukin Bank, The |
8 |
Origin Asset Management LLP |
8 |
Conning Inc. |
8 |
PACIFIC SELECT FUND - Intermediate Bond Portfolio I |
8 |
Commerzbank Aktiengesellschaft /fi |
8 |
Ropes Wealth Advisors Llc |
8 |
Byrne Asset Management LLC |
8 |
Itau Unibanco Holding S.A. |
8 |
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class |
8 |
Virtus Investment Advisers, Inc. |
8 |
Tredje AP-fonden |
8 |
Quent Capital, LLC |
8 |
Trustmark National Bank Trust Department |
8 |
New Mexico Educational Retirement Board |
8 |
Cim Investment Mangement Inc |
8 |
Psagot Value Holdings Ltd. / (Israel) |
8 |
Lincoln National Corp |
8 |
TIG Advisors, LLC |
8 |
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
8 |
People's United Financial, Inc. |
8 |
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
8 |
Glg Llc |
8 |
Capula Management Ltd |
8 |
James Investment Research Inc |
8 |
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
8 |
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
8 |
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
8 |
Advance Capital I Inc |
8 |
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund |
8 |
Cleararc Capital Inc |
8 |
USA Financial Portformulas Corp |
8 |
Capital Guardian Trust Co |
8 |
DRW Securities, LLC |
8 |
Capital International Inc /ca/ |
8 |
Atria Wealth Solutions, Inc. |
8 |
Tiverton Asset Management Llc |
8 |
Focused Wealth Management, Inc |
8 |
Polaris Wealth Advisory Group, LLC |
8 |
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio |
8 |
Alpine Woods Capital Investors, Llc |
8 |
National Bank Of Canada /fi/ |
8 |
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund |
8 |
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund |
8 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
8 |
BBT Capital Management, LLC |
8 |
Catapult Capital Management Llc |
8 |
Green Arrow Capital Management Llc |
8 |
International Assets Investment Management, Llc |
8 |
Balasa Dinverno & Foltz Llc |
8 |
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II |
8 |
BerganKDV Wealth Management, LLC |
8 |
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares |
8 |
Capital Advisors, Ltd. LLC |
8 |
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
8 |
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A |
8 |
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A |
8 |
Placemark Investments, Inc. |
8 |
BlueCrest Capital Management LLP |
8 |
Breton Hill Capital Ltd. |
8 |
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
8 |
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF |
8 |
Stephens Consulting, LLC |
8 |
Kanaly Trust Co |
8 |
Navellier & Associates Inc |
8 |
NewSquare Capital LLC |
8 |
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
8 |
Bleakley Financial Group, LLC |
8 |
L & S Advisors Inc |
8 |
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional |
8 |
Axq Capital, Lp |
8 |
Vanguard Horizon Funds |
8 |
Macroview Investment Management Llc |
8 |
New York Life Trust Co |
8 |
Iguana Healthcare Management, LLC |
8 |
Water Island Capital Llc |
8 |
Headlands Technologies LLC |
8 |
I.g. Investment Management, Ltd. |
8 |
Sherbrooke Park Advisers Llc |
8 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
8 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
8 |
Meritage Portfolio Management |
8 |
Corient Capital Partners, LLC |
8 |
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
8 |
Tekla Capital Management LLC |
8 |
IHF - iSHARES TRUST - iShares U.S. Healthcare Providers ETF |
8 |
Sumitomo Mitsui Trust Holdings, Inc. |
8 |
AGF Investments LLC |
8 |
CIBC World Markets Inc. |
8 |
Tavio Capital LLC |
8 |
Sumitomo Mitsui DS Asset Management Company, Ltd |
8 |
Gateway Investment Advisers Llc |
8 |
Nebula Research & Development LLC |
8 |
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
8 |
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I |
8 |
Prescott Group Capital Management, L.l.c. |
8 |
Mason Street Advisors, Llc |
8 |
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service |
8 |
Dorsey Wright & Associates |
8 |
MU Investments Co., Ltd. |
8 |
Harvest Fund Management Co., Ltd |
8 |
Camber Capital Management LP |
8 |
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF |
8 |
College Retirement Equities Fund |
8 |
Tiaa-cref Funds |
8 |
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio |
8 |
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF |
8 |
AE Wealth Management LLC |
8 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 |
8 |
Glen Harbor Capital Management LLC |
8 |
Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 |
8 |
Meadow Creek Investment Management LLC |
8 |
Park Avenue Securities Llc |
8 |
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
8 |
Advisor Partners Llc |
8 |
Cigna Investments Inc /new |
8 |
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A |
8 |
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
8 |
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
8 |
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
8 |
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund |
8 |
High Pointe Capital Management Llc |
8 |
IFM Investors Pty Ltd |
8 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
8 |
GAMMA Investing LLC |
8 |
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
8 |
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
8 |
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
8 |
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class |
8 |
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
8 |
Quest Partners LLC |
8 |
Skopos Labs, Inc. |
8 |
Smartleaf Asset Management LLC |
8 |
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
8 |
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
8 |
Westside Investment Management, Inc. |
8 |
Global Financial Private Capital, LLC |
8 |
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A |
8 |
CR Intrinsic Investors, LLC |
8 |
Wright Investors Service Inc |
8 |
Lido Advisors, LLC |
8 |
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
8 |
Flagship Harbor Advisors, Llc |
8 |
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
8 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
8 |
Atlantic Trust, LLC |
8 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
8 |
Entropy Technologies, LP |
8 |
XHS - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Services ETF |
8 |
Bp Plc |
8 |
Resources Investment Advisors, LLC. |
8 |
Traxis Partners Lp |
8 |
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
8 |
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P |
8 |
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional |
8 |
State of Alaska, Department of Revenue |
8 |
XR Securities LLC |
8 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
8 |
Cerebellum GP, LLC |
8 |
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A |
8 |
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
8 |
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III |
8 |
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A |
8 |
Johnson Financial Group, Inc. |
8 |
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV |
8 |
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
8 |
Corebridge Financial, Inc. |
8 |
Balentine LLC |
8 |
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
8 |
Capital One, National Association |
8 |
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
8 |
HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
8 |
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
8 |
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio |
8 |
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
8 |
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF |
8 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2025 |
8 |
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
8 |
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
8 |
JIHDX - John Hancock Funds II - High Yield Fund Class 1 |
8 |
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A |
8 |
Aster Capital Management (DIFC) Ltd |
8 |
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio |
8 |
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class |
8 |
Karp Capital Management Corp |
8 |
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class |
8 |
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
8 |
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
8 |
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
8 |
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
8 |
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
8 |
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) |
8 |
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
8 |
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
8 |
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged |
8 |
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
8 |
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares |
8 |
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares |
8 |
PointState Capital LP |
8 |
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust |
8 |
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
8 |
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
8 |
Financial Architects, Inc |
8 |
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
8 |
Virtus Global Dividend & Income Fund Inc. |
8 |
UMA Financial Services, Inc. |
8 |
Farmers & Merchants Investments Inc |
8 |
Munder Series Trust |
8 |
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
8 |
Avion Wealth |
8 |
RMRKX - Rimrock Funds Trust - Rimrock Core Bond Fund |
8 |
Heritage Wealth Advisors |
8 |
Reliance Trust Co Of Delaware |
8 |
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
8 |
Integrated Quantitative Investments LLC |
8 |
Evercore Wealth Management, LLC |
8 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
8 |
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
8 |
Comerica Securities,inc. |
8 |
Peak6 Llc |
8 |
Stoneridge Investment Partners Llc |
8 |
Tdam Usa Inc. |
8 |
Kestra Private Wealth Services, Llc |
8 |
Hexagon Capital Partners LLC |
8 |
Kore Private Wealth LLC |
8 |
Sio Capital Management, LLC |
8 |
Toroso Investments, LLC |
8 |
Kestra Advisory Services, LLC |
8 |
Quantinno Capital Management LP |
8 |
Nuveen Core Equity Alpha Fund |
8 |
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
8 |
Ameritas Investment Corp |
8 |
Zions Bancorporation, N.A. |
8 |
Zeke Capital Advisors, Llc |
8 |
Universal- Beteiligungs- und Servicegesellschaft mbH |
8 |
Alphacrest Capital Management Llc |
8 |
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A |
8 |
Analytic Investors, LLC |
8 |
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
8 |
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
8 |
Brinker Capital Inc |
7 |
Vanguard Whitehall Funds |
7 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
7 |
Yousif Capital Management, Llc |
7 |
Prosight Management, LP |
7 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
7 |
Cary Street Partner Investment Advisory Llc |
7 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
7 |
Echo Street Capital Management LLC |
7 |
Dai-ichi Life Holdings, Inc. |
7 |
Waddell & Reed Financial Inc |
7 |
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
7 |
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF |
7 |
Kaizen Advisory, Llc |
7 |
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
7 |
Frontier Wealth Management LLC |
7 |
Baldwin Brothers Inc/ma |
7 |
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
7 |
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
7 |
Spot Trading L.l.c. |
7 |
Aberdeen Asset Management Plc/uk |
7 |
Hm Payson & Co |
7 |
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
7 |
CVA Family Office, LLC |
7 |
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
7 |
Perpetual Ltd |
7 |
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
7 |
Symmetry Partners, LLC |
7 |
Gabelli Healthcare & Wellnessrx Trust |
7 |
Tiedemann Advisors, Llc |
7 |
Fjarde Ap-fonden /fourth Swedish National Pension Fund |
7 |
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA |
7 |
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA |
7 |
American National Bank |
7 |
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
7 |
Decatur Capital Management, Inc. |
7 |
Monroe Bank & Trust/mi |
7 |
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I |
7 |
Hemington Wealth Management |
7 |
Hotchkis & Wiley Capital Management Llc |
7 |
Gardner Lewis Asset Management L P |
7 |
Forsta Ap-fonden |
7 |
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV |
7 |
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
7 |
Corvex Management LP |
7 |
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
7 |
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF |
7 |
Burt Wealth Advisors |
7 |
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
7 |
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
7 |
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
7 |
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
7 |
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A |
7 |
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A |
7 |
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
7 |
Thomas White International Ltd |
7 |
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
7 |
Castle Hook Partners LP |
7 |
Snowden Capital Advisors LLC |
7 |
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
7 |
VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
7 |
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
7 |
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares |
7 |
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
7 |
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund |
7 |
CI Private Wealth, LLC |
7 |
Sound Income Strategies, LLC |
7 |
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
7 |
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
7 |
Cornerstone Wealth Management, LLC |
7 |
Adams Diversified Equity Fund, Inc. |
7 |
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
7 |
Kemnay Advisory Services Inc. |
7 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class |
7 |
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y |
7 |
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
7 |
Wolff Wiese Magana Llc |
7 |
Wagner Wealth Management, Llc |
7 |
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF |
7 |
Sargent Bickham Lagudis LLC |
7 |
Integrated Investment Consultants, LLC |
7 |
Bogle Investment Management L P /de/ |
7 |
Money Concepts Capital Corp |
7 |
FNY Partners Fund LP |
7 |
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV |
7 |
Catalyst Funds Management Pty Ltd |
7 |
Alera Investment Advisors, LLC |
7 |
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
7 |
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares |
7 |
Ferris Capital, Llc |
7 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
7 |
New York Life Investment Management Llc |
7 |
Riggs Asset Managment Co. Inc. |
7 |
Bb&t Investment Services, Inc. |
7 |
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
7 |
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
7 |
Jnl Variable Fund Llc - Jnl/mellon Healthcare Sector Fund (a) |
7 |
Twin Peaks Wealth Advisors, LLC |
7 |
Wealthspire Advisors, LLC |
7 |
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
7 |
Boston Partners |
7 |
Capital Bank & Trust Co |
7 |
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
7 |
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
7 |
Avantax Planning Partners, Inc. |
7 |
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
7 |
Cognios Capital, LLC |
7 |
Tradewinds Capital Management, LLC |
7 |
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
7 |
Global Wealth Management Investment Advisory, Inc. |
7 |
Jpmorgan Trust Iii |
7 |
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
7 |
Summit Global Investments |
7 |
Bay Harbor Wealth Management, LLC |
7 |
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
7 |
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia |
7 |
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
7 |
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
7 |
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
7 |
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
7 |
Reynolds Capital Management Llc |
7 |
HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
7 |
Sequoia Financial Advisors, LLC |
7 |
Neo Ivy Capital Management |
7 |
Weld Capital Management Llc |
7 |
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 |
7 |
Rydex Etf Trust |
7 |
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
7 |
Advent Claymore Convertible Securities & Income Fund |
7 |
Eaton Vance Senior Floating Rate Trust |
7 |
JustInvest LLC |
7 |
Duality Advisers, Lp |
7 |
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
7 |
Eaton Vance Short Duration Diversified Income Fund |
7 |
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
7 |
Optiver Holding B.V. |
7 |
Independent Portfolio Consultants, Inc. |
7 |
Moody National Bank Trust Division |
7 |
Guardian Wealth Advisors, LLC |
7 |
Western Asset High Income Fund Ii Inc. |
7 |
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
7 |
Bogart Wealth, LLC |
7 |
Eubel Brady & Suttman Asset Management Inc |
7 |
Wells Fargo Income Opportunities Fund |
7 |
Ssi Investment Management Llc |
7 |
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y |
7 |
Horizon Investments, LLC |
7 |
Spire Wealth Management |
7 |
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
7 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C |
7 |
Bowling Portfolio Management LLC |
7 |
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
7 |
Winton Capital Management Ltd |
7 |
DLD Asset Management, LP |
7 |
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
7 |
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
7 |
Csenge Advisory Group |
7 |
Agf Management Ltd |
7 |
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A |
7 |
SJS Investment Consulting Inc. |
7 |
BRC Investment Management LLC |
7 |
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
7 |
Delpha Capital Management, Llc |
7 |
Connectus Wealth, LLC |
7 |
Evermay Wealth Management Llc |
7 |
Winton Diversified Opportunities Fund |
7 |
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
7 |
Gyon Technologies Capital Management, LP |
7 |
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
7 |
Regentatlantic Capital Llc |
7 |
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
7 |
First Command Financial Services, Inc. |
7 |
Nuveen S&p 500 Dynamic Overwrite Fund |
7 |
Janney Capital Management LLC |
7 |
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
7 |
RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
7 |
ORG Partners LLC |
7 |
DAVENPORT & Co LLC |
7 |
Tompkins Financial Corp |
7 |
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
7 |
Iron Triangle Partners LP |
7 |
Sector Gamma As |
7 |
EP Wealth Advisors, Inc. |
7 |
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
7 |
Western Asset Global High Income Fund Inc. |
7 |
Alpha Windward Llc |
7 |
Pimco Corporate & Income Opportunity Fund |
7 |
Advantage Investment Management, Llc |
7 |
R Squared Ltd |
7 |
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
7 |
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 |
7 |
Samlyn Capital, Llc |
7 |
National Pension Service |
7 |
Tlp Group Llc |
7 |
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF |
7 |
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
7 |
Fir Tree Capital Management Lp |
7 |
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
7 |
AIEQ - ETF Managers Trust - AI Powered Equity ETF |
7 |
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
7 |
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
7 |
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A |
7 |
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
7 |
FLDFX - Meeder Funds - BALANCED FUND Retail Class |
7 |
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
7 |
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
7 |
Sageworth Trust Co |
7 |
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
7 |
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
7 |
Warren Averett Asset Management, LLC |
7 |
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
7 |
Penn Capital Management Co Inc |
7 |
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) |
7 |
Next Capital Management LLC |
7 |
VDAFX - VALIC Co I - Dynamic Allocation Fund |
7 |
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
7 |
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
7 |
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) |
7 |
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
7 |
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
7 |
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
7 |
Eaton Vance Floating-rate Income Trust |
7 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares |
7 |
HYLD - Exchange Listed Funds Trust - High Yield ETF |
7 |
Cca Investments Trust |
7 |
HSBC FUNDS - HSBC High Yield Fund Class A |
7 |
NatWest Group plc |
7 |
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
7 |
Concurrent Investment Advisors, LLC |
7 |
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I |
7 |
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A |
7 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
7 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
7 |
Profunds - Profund Vp Oil & Gas |
7 |
Cornerstone Investment Partners, LLC |
7 |
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
7 |
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF |
7 |
Greenleaf Trust |
7 |
Brown Advisory Securities, LLC |
7 |
Fulcrum Asset Management LLP |
7 |
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
7 |
Argent Trust Co |
7 |
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
7 |
New America High Income Fund Inc |
7 |
Cambridge Trust Co |
7 |
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
7 |
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
7 |
Quotient Investors, LLC |
7 |
Elequin Capital Lp |
7 |
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class |
7 |
Highland Capital Management, Llc |
7 |
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
7 |
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M |
7 |
VCHSX - VALIC Co I - Health Sciences Fund |
7 |
Andra AP-fonden |
7 |
Riverview Trust Co |
7 |
Dixon Hubard Feinour & Brown Inc/va |
7 |
Mycio Wealth Partners, Llc |
7 |
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. |
7 |
FolioMetrix LLC |
7 |
Hartford Mutual Funds Inc/ct |
7 |
Bell Investment Advisors, Inc |
7 |
LGPIX - Profunds - Large-cap Growth Profund Investor Class |
7 |
Family Firm, Inc. |
7 |
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) |
7 |
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF |
7 |
Kingdon Capital Management, L.l.c. |
7 |
Simplicity Wealth,LLC |
7 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
7 |
Redpoint Investment Management Pty Ltd |
7 |
Chartwell Investment Partners, Llc |
7 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I |
7 |
Graticule Asia Macro Advisors LLC |
7 |
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
7 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii |
7 |
Columbia Partners L L C Investment Management |
7 |
Meiji Yasuda Life Insurance Co |
7 |
Toth Financial Advisory Corp |
7 |
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
7 |
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class |
7 |
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
7 |
Marathon Trading Investment Management LLC |
7 |
SkyView Investment Advisors, LLC |
7 |
Ci Investments Inc. |
7 |
Oak Associates Ltd /oh/ |
7 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
7 |
Glg Inc. |
7 |
Strengthening Families & Communities, LLC |
7 |
Fisher Asset Management, LLC |
7 |
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares |
7 |
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A |
7 |
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
7 |
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF |
7 |
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
7 |
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
7 |
PENN SERIES FUNDS INC - Large Growth Stock Fund |
7 |
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
7 |
Transamerica Financial Advisors, Inc. |
7 |
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
7 |
PGGM Investments |
7 |
Blackrock Health Sciences Trust |
7 |
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF |
7 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
7 |
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
7 |
Senator Investment Group LP |
7 |
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
7 |
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares |
7 |
361 Capital Llc |
7 |
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
7 |
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
7 |
Kiley Juergens Wealth Management, Llc |
7 |
First Personal Financial Services |
7 |
Cypress Capital Management LLC (WY) |
7 |
Mn Services Vermogensbeheer B.V. |
7 |
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
7 |
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A |
7 |
Blackrock 2022 Global Income Opportunity Trust |
7 |
QCVAX - Clearwater Investment Trust - Clearwater International Fund |
7 |
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
7 |
Arlington Partners LLC |
7 |
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
7 |
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF |
7 |
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 |
7 |
Renaissance Group Llc |
7 |
BlackRock ETF Trust - BlackRock Future Health ETF |
7 |
Price Wealth Management, Inc. |
7 |
McIlrath & Eck, LLC |
7 |
Jain Global LLC |
7 |
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio |
7 |
Transamerica Partners Funds Group |
7 |
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
7 |
First Horizon Corp |
7 |
Wealthcare Capital Management Llc |
7 |
AIA Investment Management Private Ltd |
7 |
Amerivest Investment Management LLC |
7 |
Mckinley Capital Management Llc /delaware |
7 |
Winslow, Evans & Crocker, Inc. |
7 |
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
7 |
TrimTabs Asset Management, LLC |
7 |
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
7 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
7 |
Bollard Group LLC |
7 |
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF |
7 |
DC Investments Management, LLC |
7 |
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
7 |
Equitec Proprietary Markets, Llc |
7 |
PENN SERIES FUNDS INC - High Yield Bond Fund |
7 |
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
7 |
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
7 |
Knight Capital Group, Inc. |
7 |
QUANTRES ASSET MANAGEMENT Ltd |
7 |
Campbell Multi-strategy Trust |
7 |
Jump Trading, LLC |
7 |
Bedel Financial Consulting, Inc. |
7 |
First Capital Advisors Group, LLC. |
7 |
Activest Wealth Management |
7 |
Moisand Fitzgerald Tamayo, LLC |
7 |
Transamerica Partners Funds Group Ii |
7 |
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
7 |
Meiji Yasuda Asset Management Co Ltd. |
7 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
7 |
CWM Advisors, LLC |
7 |
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
7 |
Ascend Capital, Llc |
7 |
Regal Investment Advisors LLC |
7 |
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF |
7 |
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
7 |
C M Bidwell & Associates Ltd |
7 |
FIL Ltd |
7 |
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF |
7 |
JGP Global Gestao de Recursos Ltda. |
7 |
Vantagepoint Funds |
7 |
Bank Julius Baer & Co. Ltd, Zurich |
7 |
Optimal Asset Management, Inc. |
7 |
NinePointTwo Capital |
7 |
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
7 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 |
7 |
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
7 |
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A |
7 |
Brinker Capital Investments, LLC |
7 |
Contravisory Investment Management, Inc. |
7 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
7 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service |
7 |
Magnus Financial Group LLC |
7 |
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
7 |
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
7 |
NJ State Employees Deferred Compensation Plan |
7 |
Arden Trust Co |
7 |
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio |
7 |
Strategic Wealth Partners, Ltd. |
7 |
Weaver Consulting Group |
7 |
Squar Milner Financial Services Llc |
7 |
SpiderRock Advisors, LLC |
7 |
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
7 |
John Hancock Hedged Equity & Income Fund |
7 |
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A |
7 |
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
7 |
Nbc Securities, Inc. |
7 |
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A |
7 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
7 |
Benjamin F. Edwards & Company, Inc. |
7 |
Coastal Investment Advisors, Inc. |
7 |
TradeLink Global Equity LLC |
7 |
Golden State Wealth Management, LLC |
7 |
Atlas Capital Advisors Llc |
7 |
Eaton Vance Senior Income Trust |
7 |
SOUTH STATE Corp |
7 |
Numerai GP LLC |
7 |
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV |
7 |
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
7 |
IEHS - iShares U.S. ETF Trust - iShares Evolved U.S. Healthcare Staples ETF |
7 |
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
7 |
Sutton Wealth Advisors Inc. |
7 |
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A |
7 |
Kings Point Capital Management |
7 |
Ifrah Financial Services, Inc. |
7 |
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
7 |
Valley National Advisers Inc |
7 |
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
7 |
Kinneret Advisory, LLC |
7 |
Crewe Advisors LLC |
7 |
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
7 |
Reilly Financial Advisors, Llc |
7 |
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
7 |
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
7 |
Frontier Capital Management Co Llc |
7 |
Montag A & Associates Inc |
7 |
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
7 |
SRB Corp |
7 |
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A |
7 |
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
7 |
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
7 |
Independent Advisor Alliance |
7 |
Quest Capital Management Inc /adv |
7 |
Advisor Resource Council |
7 |
Prestige Wealth Management Group LLC |
7 |
Core Bond Portfolio - Core Bond Portfolio |
7 |
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
7 |
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
7 |
Denver Investment Advisors Llc |
7 |
IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A |
7 |
Banco Santander, S.A. |
7 |
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
7 |
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
7 |
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
7 |
TD Waterhouse Canada Inc. |
7 |
First Command Bank |
7 |
Capital Investment Advisory Services, LLC |
7 |
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
7 |
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
7 |
Zions Bancorporation |
7 |
Schechter Investment Advisors, LLC |
7 |
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
7 |
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 |
7 |
Oakworth Capital, Inc. |
7 |
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II |
7 |
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
7 |
Thoroughbred Financial Services, Llc |
7 |
Mutual Advisors, LLC |
7 |
Railway Pension Investments Ltd |
7 |
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A |
7 |
Picton Mahoney Asset Management |
7 |
HighPoint Advisor Group LLC |
7 |
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A |
7 |
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A |
7 |
Mitsubishi UFJ Securities Holdings Co., Ltd. |
7 |
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
7 |
Next Century Growth Investors Llc |
7 |
Continental Advisors Llc |
7 |
Suvretta Capital Management, Llc |
7 |
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
7 |
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
7 |
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund |
7 |
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
7 |
Freestone Grove Partners LP |
7 |
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
7 |
SRTTX - SMA RELATIONSHIP TRUST - Series T |
7 |
Pzena Investment Management Llc |
7 |
TFC Financial Management |
7 |
Edmond De Rothschild Holding S.a. |
7 |
JNBA Financial Advisors |
7 |
Claymore Exchange-traded Fund Trust |
7 |
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
7 |
Ameritas Advisory Services, LLC |
7 |
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
7 |
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A |
7 |
Polar Capital Holdings Plc |
7 |
Bayforest Capital Ltd |
7 |
Wells Fargo Utilities & High Income Fund |
7 |
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class |
7 |
Cambiar Investors Llc |
7 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund |
7 |
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
7 |
Scoria Capital Partners LP |
7 |
Diversified Trust Co |
7 |
Umb Bank N A/mo |
7 |
Dubuque Bank & Trust Co |
7 |
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF |
7 |
Winfield Associates, Inc. |
7 |
Cypress Capital Group |
7 |
Johnson Investment Counsel Inc |
7 |
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
7 |
TRUE Private Wealth Advisors |
7 |
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
7 |
Mach-1 Financial Group, Inc. |
7 |
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A |
7 |
Natixis Investment Managers International |
7 |
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF |
7 |
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
7 |
JHMH - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Healthcare ETF |
7 |
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus |
7 |
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A |
7 |
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund |
7 |
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
7 |
Sterling Investment Advisors, Ltd. |
7 |
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
7 |
CAPROCK Group, Inc. |
7 |
Parisi Gray Wealth Management |
7 |
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
7 |
Liberty Wealth Management Llc |
7 |
NuWave Investment Management, LLC |
7 |
Suffolk Capital Management Llc |
7 |
Allstate Corp |
7 |
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF |
7 |
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
7 |
WealthPLAN Partners, LLC |
7 |
Hantz Financial Services, Inc. |
7 |
Raymond James Trust N.a. |
7 |
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A |
7 |
Cable Hill Partners, LLC |
7 |
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A |
7 |
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
7 |
National Planning Corp |
7 |
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
7 |
Lombard Odier Asset Management (Europe) Ltd |
7 |
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
7 |
Venture Visionary Partners LLC |
7 |
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
7 |
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
7 |
Dai-Ichi Life Insurance Company, Ltd |
7 |
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional |
7 |
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
7 |
6 Meridian |
7 |
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
7 |
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio |
7 |
Athanor Capital, Lp |
7 |
J. W. Coons Advisors, LLC |
7 |
Treasurer of the State of North Carolina |
7 |
Virginia Retirement System |
7 |
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
7 |
Copernicus Capital Management, Llc |
7 |
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
7 |
Avestar Capital, LLC |
7 |
Meridian Wealth Partners, LLC |
7 |
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV |
7 |
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares |
7 |
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
7 |
Cullen/frost Bankers, Inc. |
7 |
Longfellow Investment Management Co Llc |
7 |
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
7 |
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A |
7 |
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
7 |
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
7 |
Denali Advisors Llc |
7 |
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
7 |
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A |
7 |
Ground Swell Capital, LLC |
7 |
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
7 |
Integrated Advisors Network LLC |
7 |
PLDTX - PIMCO FUNDS - PIMCO Low Duration Fund II Institutional |
7 |
Lombard Odier Asset Management (Switzerland) SA |
7 |
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF |
7 |
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
7 |
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
7 |
Eversept Partners, LP |
7 |
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class |
7 |
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
7 |
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
7 |
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
7 |
Twin Capital Management Inc |
7 |
Achievement Holdings L.P. |
7 |
IHT Wealth Management, LLC |
7 |
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class |
7 |
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A |
7 |
EntryPoint Capital, LLC |
7 |
Nicholas Investment Partners, LP |
7 |
Rampart Investment Management Company, LLC |
7 |
Wealthcare Advisory Partners LLC |
7 |
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
7 |
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
7 |
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 |
7 |
Pinnacle Wealth Planning Services, Inc. |
7 |
Nissay Asset Management Corp /japan/ /adv |
7 |
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y |
7 |
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
7 |
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
7 |
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional |
7 |
Wetherby Asset Management Inc |
7 |
Lmcg Investments, Llc |
7 |
Hollencrest Capital Management |
7 |
Bb&t Securities, Llc |
7 |
Pathstone Holdings, LLC |
7 |
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
7 |
GLG Partners LP |
7 |
BI Asset Management Fondsmaeglerselskab A/S |
7 |
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
7 |
Tcwp Llc |
7 |
Wilmington Funds Management Corp |
7 |
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
7 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
7 |
Voleon Capital Management Lp |
7 |
Abound Wealth Management |
6 |
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I |
6 |
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
6 |
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
6 |
Jag Capital Management, Llc |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class |
6 |
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
6 |
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
6 |
Verus Capital Partners, Llc |
6 |
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
6 |
Timber Creek Capital Management LLC |
6 |
Northwest & Ethical Investments L.P. |
6 |
Cornerstone Advisory, LLC |
6 |
WESPAC Advisors SoCal, LLC |
6 |
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
6 |
Wilbanks Smith & Thomas Asset Management Llc |
6 |
Pimco Dynamic Income Fund |
6 |
Livingston Group Asset Management CO (operating as Southport Capital Management) |
6 |
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF |
6 |
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
6 |
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
6 |
Meitav Dash Investments Ltd |
6 |
Diametric Capital, LP |
6 |
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
6 |
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
6 |
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio |
6 |
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
6 |
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
6 |
Kestra Investment Management, LLC |
6 |
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
6 |
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A |
6 |
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A |
6 |
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A |
6 |
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
6 |
Pensionfund DSM Netherlands |
6 |
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
6 |
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio |
6 |
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
6 |
Prime Capital Investment Advisors, LLC |
6 |
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
6 |
Westport Resources Management Inc |
6 |
Maryland State Retirement & Pension System |
6 |
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
6 |
Mission Wealth Management, Lp |
6 |
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
6 |
United Asset Strategies, Inc. |
6 |
Tsfg, Llc |
6 |
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund |
6 |
E Fund Management Co., Ltd. |
6 |
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF |
6 |
Wipfli Financial Advisors Llc, |
6 |
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
6 |
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
6 |
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
6 |
1st Source Bank |
6 |
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
6 |
Pensionfund Sabic |
6 |
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
6 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
6 |
Third Point LLC |
6 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
6 |
Peregrine Asset Advisers, Inc. |
6 |
USS Investment Management Ltd |
6 |
Telemetry Investments, L.L.C. |
6 |
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
6 |
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF |
6 |
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
6 |
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
6 |
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
6 |
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
6 |
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
6 |
Wbi Investments, Inc. |
6 |
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
6 |
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF |
6 |
Enlightenment Research, LLC |
6 |
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
6 |
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
6 |
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
6 |
HNASX - HOMESTEAD FUNDS INC - Growth Fund |
6 |
GoalVest Advisory LLC |
6 |
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
6 |
Fulton Bank, N.a. |
6 |
Colony Group Llc |
6 |
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
6 |
Amcap Fund |
6 |
Beacon Pointe Advisors, LLC |
6 |
Evolution Wealth Advisors, LLC |
6 |
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
6 |
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
6 |
BFOR - ALPS ETF Trust - Barron's 400 ETF |
6 |
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A |
6 |
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
6 |
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A |
6 |
Erste Asset Management GmbH |
6 |
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A |
6 |
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
6 |
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
6 |
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
6 |
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
6 |
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
6 |
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS |
6 |
Kiwi Wealth Investments Limited Partnership |
6 |
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I |
6 |
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
6 |
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
6 |
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
6 |
Kilter Group LLC |
6 |
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
6 |
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
6 |
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class |
6 |
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
6 |
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
6 |
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
6 |
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
6 |
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
6 |
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
6 |
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
6 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
6 |
Clough Global Opportunities Fund |
6 |
Tfs Capital Investment Trust |
6 |
NOLVX - Northern Funds - Northern Large Cap Value Fund |
6 |
NOLCX - Northern Funds - Northern Large Cap Core Fund |
6 |
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
6 |
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
6 |
NOSIX - Northern Funds - Northern Stock Index Fund |
6 |
Dfa Investment Trust Co - The U.s. Large Cap Value Series |
6 |
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class |
6 |
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
6 |
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
6 |
LBA Wealth Management, LLC |
6 |
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
6 |
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
6 |
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
6 |
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF |
6 |
Global X Management CO LLC |
6 |
Community Bank, N.A. |
6 |
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
6 |
Seven Bridges Advisors LLC |
6 |
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C |
6 |
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
6 |
Nachman Norwood & Parrott, Inc |
6 |
PartnerRe Asset Management CORP |
6 |
Marino, Stram & Associates Llc |
6 |
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class |
6 |
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
6 |
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
6 |
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
6 |
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
6 |
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
6 |
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
6 |
Tuttle Tactical Management LLC |
6 |
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
6 |
Pimco Income Strategy Fund Ii |
6 |
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
6 |
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF |
6 |
Fulton Breakefield Broenniman Llc |
6 |
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
6 |
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF |
6 |
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
6 |
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF |
6 |
BKD Wealth Advisors, LLC |
6 |
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
6 |
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
6 |
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF |
6 |
Pimco Income Strategy Fund |
6 |
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
6 |
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
6 |
ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
6 |
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
6 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
6 |
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
6 |
Mfs Intermediate High Income Fund |
6 |
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
6 |
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
6 |
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
6 |
Prudential Short Duration High Yield Fund, Inc. |
6 |
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
6 |
Stonebridge Financial Group, LLC |
6 |
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
6 |
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A |
6 |
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
6 |
Wesbanco Bank Inc |
6 |
HFM Investment Advisors, LLC |
6 |
Monetta Financial Services Inc |
6 |
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
6 |
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
6 |
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
6 |
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
6 |
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund |
6 |
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
6 |
Oppenheimer Etf Trust |
6 |
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
6 |
Tekla Healthcare Investors |
6 |
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
6 |
Sierra Ocean, Llc |
6 |
Nova Wealth Management, Inc. |
6 |
Par Capital Management Inc |
6 |
Western Asset High Income Opportunity Fund Inc. |
6 |
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF |
6 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
6 |
Mark Sheptoff Financial Planning, Llc |
6 |
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
6 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
6 |
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
6 |
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
6 |
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
6 |
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
6 |
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I |
6 |
Allianzgi Diversified Income & Convertible Fund |
6 |
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
6 |
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
6 |
Stonebridge Capital Advisors LLC |
6 |
SeaTown Holdings Pte. Ltd. |
6 |
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
6 |
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
6 |
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
6 |
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
6 |
Rialto Wealth Management, LLC |
6 |
RXL - PROSHARES TRUST - ProShares Ultra Health Care |
6 |
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
6 |
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares |
6 |
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
6 |
Parkworth Wealth Management, Inc. |
6 |
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A |
6 |
Us Global Investors Funds |
6 |
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
6 |
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
6 |
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
6 |
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
6 |
Vectors Research Management, LLC |
6 |
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
6 |
Nuveen Multi-market Income Fund |
6 |
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
6 |
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S |
6 |
Robeco Schweiz AG |
6 |
Impax Asset Management Group plc |
6 |
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
6 |
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
6 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
6 |
Gunderson Capital Management Inc. |
6 |
Personal Cfo Solutions, Llc |
6 |
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
6 |
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
6 |
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
6 |
Ckw Financial Group |
6 |
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
6 |
Sanctuary Wealth Advisors, LLC |
6 |
Equitec Specialists, Llc |
6 |
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
6 |
Bluefin Capital Management, Llc |
6 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
6 |
VCULX - VALIC Co I - Growth Fund |
6 |
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
6 |
Arden Investment Series Trust |
6 |
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
6 |
O'Dell Group, LLC |
6 |
Transamerica Partners Portfolios |
6 |
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
6 |
VCBCX - VALIC Co I - Blue Chip Growth Fund |
6 |
PrairieView Partners, LLC |
6 |
Barrett Asset Management, LLC |
6 |
Stonehage Fleming Financial Services Holdings Ltd |
6 |
Krilogy Financial LLC |
6 |
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
6 |
Cordant, Inc. |
6 |
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
6 |
Security National Trust Co |
6 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
6 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
6 |
Discovery Capital Management, Llc / Ct |
6 |
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
6 |
Supplemental Annuity Collective Trust of NJ |
6 |
New Jersey Better Educational Savings Trust |
6 |
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
6 |
Benjamin Edwards Inc |
6 |
Inscription Capital, LLC |
6 |
Paces Ferry Wealth Advisors, Llc |
6 |
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
6 |
MERVX - MERGER FUND VL - The Merger Fund VL |
6 |
Tobam |
6 |
Intact Investment Management Inc. |
6 |
Elevation Series Trust - RiverNorth Patriot ETF |
6 |
Bremer Bank National Association |
6 |
Tibra Equities Europe Ltd |
6 |
Gryphon Financial Partners LLC |
6 |
Guardian Capital Lp |
6 |
Minichmacgregor Wealth Management, Llc |
6 |
FS Series Trust - FS Market Neutral Fund Class I |
6 |
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
6 |
Raiffeisen Bank International AG |
6 |
Trustcore Financial Services, Llc |
6 |
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
6 |
Us Financial Advisors, Llc |
6 |
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
6 |
Old National Bancorp /in/ |
6 |
Baird Robert W & Co Inc /wi/ |
6 |
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
6 |
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
6 |
Mariner Wealth Advisors-NYC, LLC |
6 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
6 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
6 |
Redwood Investment Management, Llc |
6 |
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
6 |
Brewin Dolphin Ltd |
6 |
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
6 |
Elo Mutual Pension Insurance Co |
6 |
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
6 |
Advisor Partners Ii, Llc |
6 |
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust |
6 |
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
6 |
Easterly Investment Partners Llc |
6 |
Homrich & Berg |
6 |
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I |
6 |
HealthInvest Partners AB |
6 |
Fidelity Central Investment Portfolios LLC - Fidelity Health Care Central Fund |
6 |
Sabby Management, Llc |
6 |
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
6 |
K2 Principal Fund, L.p. |
6 |
Truvestments Capital Llc |
6 |
Duncker Streett & Co Inc |
6 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
6 |
Decade Capital Management Llc |
6 |
Crestline Management, LP |
6 |
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
6 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
6 |
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
6 |
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
6 |
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
6 |
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
6 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
6 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 |
6 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
6 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
6 |
C WorldWide Group Holding A/S |
6 |
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
6 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
6 |
T. Rowe Price Investment Management, Inc. |
6 |
Mendota Financial Group, LLC |
6 |
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
6 |
Eagle Global Advisors Llc |
6 |
RBF Capital, LLC |
6 |
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF |
6 |
THRIVENT SERIES FUND INC - Thrivent Partner Growth Stock Portfolio Class A |
6 |
Munder Capital Management |
6 |
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund |
6 |
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
6 |
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A |
6 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
6 |
Samalin Investment Counsel, LLC |
6 |
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio |
6 |
CTC Alternative Strategies, Ltd. |
6 |
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
6 |
Mount Lucas Management LP |
6 |
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
6 |
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
6 |
Vigilant Capital Management, LLC |
6 |
FUKOKU MUTUAL LIFE INSURANCE Co |
6 |
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF |
6 |
CWA Asset Management Group, LLC |
6 |
Avalon Advisors, Llc |
6 |
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class |
6 |
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
6 |
DAACX - Adviser Managed Trust - Diversified Equity Fund |
6 |
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares |
6 |
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
6 |
Machina Capital S.a.s. |
6 |
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
6 |
Coronation Fund Managers Ltd. |
6 |
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional |
6 |
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
6 |
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
6 |
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class |
6 |
Garrett Wealth Advisory Group, LLC |
6 |
Vise Technologies, Inc. |
6 |
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
6 |
Illinois Municipal Retirement Fund |
6 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
6 |
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
6 |
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A |
6 |
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
6 |
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A |
6 |
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class |
6 |
Cornerstone Advisors Inc |
6 |
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
6 |
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF |
6 |
PIMCO FUNDS - PIMCO Moderate Duration Portfolio |
6 |
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
6 |
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
6 |
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class |
6 |
Beaird Harris Wealth Management, LLC |
6 |
Baader Bank INC |
6 |
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class |
6 |
Quaker Wealth Management, LLC |
6 |
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
6 |
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares |
6 |
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
6 |
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
6 |
Princeton Global Asset Management LLC |
6 |
Inceptionr Llc |
6 |
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional |
6 |
Koch Industries Inc |
6 |
LGT Financial Advisors LLC |
6 |
Tuscan Ridge Asset Management Llc |
6 |
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
6 |
Clearline Capital LP |
6 |
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
6 |
Profunds - Profund Vp Small-cap |
6 |
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF |
6 |
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
6 |
Profunds - Profund Vp Health Care |
6 |
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
6 |
Delta Lloyd Nv |
6 |
Profunds - Profund Vp Large-cap Growth |
6 |
Readystate Asset Management Lp |
6 |
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class |
6 |
ASIHX - American Century Investment Trust - Strategic Income Fund C Class |
6 |
ACSKX - American Century Investment Trust - Short Duration Fund C Class |
6 |
Profunds - Profund Vp Ultrasmall-cap |
6 |
Profunds - Profund Vp Bull |
6 |
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES |
6 |
Profunds - Profund Vp Ultrabull |
6 |
Migdal Insurance & Financial Holdings Ltd. |
6 |
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M |
6 |
ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
6 |
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A |
6 |
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A |
6 |
Coyle Financial Counsel LLC |
6 |
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
6 |
Senzar Asset Management, Llc |
6 |
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF |
6 |
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF |
6 |
Well Done, LLC |
6 |
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio |
6 |
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 |
6 |
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 |
6 |
BlackRock Credit Strategies Fund |
6 |
Coppell Advisory Solutions Corp. |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class |
6 |
Qtron Investments LLC |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
6 |
Bridges Investment Management Inc |
6 |
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
6 |
Empyrean Capital Partners, LP |
6 |
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class |
6 |
Aspire Private Capital, LLC |
6 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
6 |
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund |
6 |
HighVista Strategies LLC |
6 |
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund |
6 |
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
6 |
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
6 |
StoneX Group Inc. |
6 |
York Capital Management Global Advisors, LLC |
6 |
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
6 |
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
6 |
Rotella Capital Management, Inc. |
6 |
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia |
6 |
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares |
6 |
First Bank & Trust |
6 |
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
6 |
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR |
6 |
Simon Quick Advisors, Llc |
6 |
Spdr S&p 500 Etf Trust |
6 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
6 |
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
6 |
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
6 |
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A |
6 |
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
6 |
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 |
6 |
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF |
6 |
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
6 |
Highlander Capital Management, LLC |
6 |
IWB - iSHARES TRUST - iShares Russell 1000 ETF |
6 |
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
6 |
Glenmede Investment Management, LP |
6 |
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
6 |
IXJ - iSHARES TRUST - iShares Global Healthcare ETF |
6 |
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF |
6 |
Claro Advisors LLC |
6 |
Mascoma Wealth Management LLC |
6 |
Moneta Group Investment Advisors Llc |
6 |
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
6 |
Oliver Lagore Vanvalin Investment Group |
6 |
Ohio National Investments, Inc. |
6 |
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 |
6 |
Barometer Capital Management Inc. |
6 |
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
6 |
IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
6 |
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A |
6 |
Tilt Investment Management Holdings, PBC |
6 |
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
6 |
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
6 |
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
6 |
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
6 |
Banque Cantonale Vaudoise |
6 |
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
6 |
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF |
6 |
Kcm Investment Advisors Llc |
6 |
RFG Advisory, LLC |
6 |
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
6 |
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF |
6 |
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
6 |
Roystone Capital Management LP |
6 |
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF |
6 |
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF |
6 |
Coastline Trust Co |
6 |
Nuveen Multi-Asset Income Fund |
6 |
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 |
6 |
25 Llc |
6 |
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
6 |
NorthCoast Asset Management LLC |
6 |
Atalanta Sosnoff Capital, Llc |
6 |
Tucker Asset Management Llc |
6 |
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
6 |
AQGNX - AQR Funds - AQR Global Equity Fund Class N |
6 |
American Funds Insurance Series |
6 |
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund |
6 |
CHURCHILL MANAGEMENT Corp |
6 |
Lloyds Banking Group plc |
6 |
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I |
6 |
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
6 |
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A |
6 |
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF |
6 |
Euclid Advisors LLC |
6 |
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF |
6 |
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF |
6 |
Persistent Asset Partners Ltd |
6 |
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
6 |
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
6 |
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A |
6 |
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
6 |
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I |
6 |
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
6 |
St Germain D J Co Inc |
6 |
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
6 |
Rise Advisors, LLC |
6 |
Key FInancial Inc |
6 |
Tyler-Stone Wealth Management |
6 |
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF |
6 |
Waldron Private Wealth LLC |
6 |
Cna Financial Corp |
6 |
Jana Partners Llc |
6 |
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
6 |
Forum Financial Management, LP |
6 |
Cedar Capital, Llc |
6 |
Venturi Wealth Management, LLC |
6 |
Park Avenue Institutional Advisers LLC |
6 |
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
6 |
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
6 |
Raleigh Capital Management Inc. |
6 |
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
6 |
Alambic Investment Management, L.P. |
6 |
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
6 |
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
6 |
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
6 |
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
6 |
Cobalt Capital Management, Inc. |
6 |
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) |
6 |
Naya Capital Management Uk Ltd |
6 |
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
6 |
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
6 |
Daiwa Capital Markets America Inc. |
6 |
PENN SERIES FUNDS INC - Quality Bond Fund |
6 |
PENN SERIES FUNDS INC - Index 500 Fund |
6 |
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
6 |
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
6 |
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
6 |
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
6 |
Rockefeller Financial Services Inc |
6 |
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
6 |
EA Series Trust |
6 |
Polianta Ltd |
6 |
Tilia Fiduciary Partners, Inc. |
6 |
First Interstate Bank |
6 |
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
6 |
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D |
6 |
JJJ Advisors Inc. |
6 |
Securian Funds Trust - SFT Index 500 Fund Class 1 |
6 |
Corton Capital Inc. |
6 |
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service |
6 |
CTC Capital Management, LLC |
6 |
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
6 |
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
6 |
Mather Group, Llc. |
6 |
Gts Securities Llc |
6 |
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I |
6 |
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I |
6 |
Fortem Financial Group, Llc |
6 |
Kovitz Investment Group Partners, LLC |
6 |
Newfound Research LLC |
6 |
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service |
6 |
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
6 |
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
6 |
Nikko Asset Management Americas, Inc. |
6 |
Pavadi Capital LLC |
6 |
Dreman Value Management, L L C |
6 |
Herndon Capital Management Llc |
6 |
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
6 |
Pimco Strategic Income Fund, Inc |
6 |
Quinn Opportunity Partners LLC |
6 |
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
6 |
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
6 |
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio |
6 |
MXEEX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Short Duration Bond Fund Institutional Class |
6 |
CenterBook Partners LP |
6 |
B. Metzler seel. Sohn & Co. AG |
6 |
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
6 |
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I |
6 |
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
6 |
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A |
6 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class |
6 |
Artisan Partners Limited Partnership |
6 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
6 |
Bardin Hill Management Partners Lp |
6 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class |
6 |
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
6 |
Dorsey & Whitney Trust CO LLC |
6 |
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
6 |
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
6 |
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
6 |
Pinnacle Associates Ltd |
6 |
Sunbelt Securities, Inc. |
6 |
Capital Income Builder |
6 |
Summit Street Capital Management, LLC |
6 |
Signet Financial Management, Llc |
6 |
Westwood Holdings Group Inc |
6 |
Destination Wealth Management |
6 |
Cape Investment Advisory, Inc. |
6 |
Bailard, Inc. |
6 |
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
6 |
Confluence Wealth Services, Inc. |
6 |
Sustainable Insight Capital Management, LLC |
6 |
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
6 |
Highland Capital Management Fund Advisors, L.p. |
6 |
VSTIX - VALIC Co I - Stock Index Fund |
6 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
6 |
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
6 |
Lumina Fund Management LLC |
6 |
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
6 |
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
6 |
Shine Investment Advisory Services Inc |
6 |
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative |
6 |
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
6 |
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
6 |
Syon Capital Llc |
6 |
Lingohr & Partner Asset Management GmbH |
6 |
Annis Gardner Whiting Capital Advisors, LLC |
6 |
Intrust Bank Na |
6 |
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
6 |
Qrg Capital Management, Inc. |
6 |
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
6 |
GraniteShares Advisors LLC |
6 |
Highstreet Asset Management Inc. |
6 |
NEOS Investment Management LLC |
6 |
Altalis Capital Management LLC |
6 |
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A |
6 |
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
6 |
Cornercap Investment Counsel Inc |
6 |
Harbor Capital Advisors, Inc. |
6 |
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
6 |
Pinz Capital Management, LP |
6 |
MML Series Investment Fund II - MML Equity Fund Initial Class |
6 |
MML Series Investment Fund II - MML Equity Rotation Fund Class II |
6 |
Pekin Hardy Strauss, Inc. |
6 |
Gyroscope Capital Management Group, Llc |
6 |
Joel Isaacson & Co., LLC |
6 |
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
6 |
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
6 |
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
6 |
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF |
6 |
Motco |
6 |
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
6 |
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
6 |
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund |
6 |
Hexavest Inc. |
6 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
6 |
Desjardins Global Asset Management Inc. |
6 |
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund |
6 |
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund |
6 |
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
6 |
J. Goldman & Co LP |
6 |
Ossiam |
6 |
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
6 |
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
6 |
First City Capital Management, Inc. |
6 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
6 |
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
6 |
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
6 |
Schubert & Co |
6 |
SMRI - EA Series Trust - Bushido Capital US Equity ETF |
6 |
Amplius Wealth Advisors, LLC |
6 |
Anchor Investment Management, LLC |
6 |
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class |
6 |
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
6 |
Pinkerton Retirement Specialists, LLC |
6 |
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
6 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 |
6 |
Capital Asset Advisory Services LLC |
6 |
URTH - iShares, Inc. - iShares MSCI World ETF |
6 |
Fortitude Family Office, LLC |
6 |
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 |
6 |
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF |
6 |
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
6 |
Hoplite Capital Management, L.p. |
6 |
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
6 |
King Luther Capital Management Corp |
6 |
BBVA USA Bancshares, Inc. |
6 |
Seeyond |
6 |
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
6 |
Fortis Advisors, LLC |
6 |
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
6 |
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class |
6 |
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
6 |
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
6 |
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional |
6 |
Dana Investment Advisors, Inc. |
6 |
Turtle Creek Wealth Advisors, LLC |
6 |
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
6 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
6 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
6 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
6 |
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
6 |
CPI - IndexIQ ETF Trust - IQ Real Return ETF |
6 |
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
6 |
FormulaFolio Investments, LLC |
6 |
Institute for Wealth Management, LLC. |
6 |
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
6 |
Disciplined Investments, LLC |
6 |
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
6 |
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
6 |
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
6 |
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF |
6 |
Truewealth Llc |
6 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
6 |
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
6 |
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
6 |
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
6 |
Capital Group Private Client Services, Inc. |
6 |
FourThought Financial, LLC |
6 |
PRW Wealth Management LLC |
6 |
DiNuzzo Private Wealth, Inc. |
6 |
U.S. Capital Wealth Advisors, LLC |
6 |
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
6 |
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A |
6 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A |
6 |
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF |
6 |
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund |
6 |
Hl Financial Services Llc |
6 |
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF |
6 |
Dodge & Cox |
6 |
Principal Securities, Inc. |
6 |
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF |
6 |
Omnia Family Wealth, LLC |
6 |
Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
6 |
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
6 |
Ethic Inc. |
6 |
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
6 |
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class |
6 |
Baillie Gifford & Co |
6 |
First Eagle Investment Management, LLC |
6 |
SCIU - Global X Funds - Global X Scientific Beta US ETF |
6 |
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
6 |
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
6 |
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A |
6 |
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
6 |
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF |
6 |
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A |
6 |
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
6 |
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
6 |
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
6 |
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
6 |
Pergamon Offshore Advisors, L.P. |
6 |
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 |
6 |
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio |
6 |
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
6 |
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy |
6 |
Knights of Columbus Asset Advisors LLC |
6 |
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
6 |
HBK Sorce Advisory LLC |
6 |
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
6 |
Rothschild Asset Management Inc |
6 |
Standard Life Investments LTD |
6 |
GIMFX - GMO TRUST - GMO Implementation Fund |
6 |
NorthRock Partners, LLC |
6 |
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF |
6 |
Evergreen Capital Management Llc |
6 |
Integral Derivatives, LLC |
6 |
MARSHALL WACE ASIA Ltd |
6 |
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF |
6 |
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
6 |
Shinko Asset Management Co., Ltd. |
6 |
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
6 |
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
6 |
Bartlett & Co. Wealth Management Llc |
6 |
Redwood Capital Management, Llc |
6 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
6 |
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
6 |
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
6 |
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
6 |
Providence Capital Advisors, LLC |
6 |
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A |
6 |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
6 |
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
6 |
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF |
6 |
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
6 |
Mizuho Asset Management Co.,Ltd. |
6 |
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
6 |
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class |
6 |
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A |
6 |
Susquehanna Portfolio Strategies, LLC |
6 |
TimesSquare Capital Management, LLC |
6 |
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
6 |
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
6 |
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
6 |
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
6 |
Colony Group, LLC |
6 |
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
6 |
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
6 |
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
6 |
Banco Bilbao Vizcaya Argentaria, S.a. |
6 |
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
6 |
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class |
6 |
GHP Investment Advisors, Inc. |
6 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
6 |
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
6 |
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class |
6 |
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
6 |
Procyon Private Wealth Partners, LLC |
6 |
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity |
6 |
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
6 |
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
6 |
Icc Capital Management Inc/ |
6 |
Delta Lloyd Asset Management N.v. |
6 |
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF |
6 |
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
6 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
6 |
Phoenix Holdings Ltd. |
6 |
Pendal Group Ltd |
6 |
nVerses Capital, LLC |
6 |
AlphaStar Capital Management, LLC |
6 |
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
6 |
Tiaa, Fsb |
6 |
Sivia Capital Partners, LLC |
6 |
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares |
6 |
COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares |
6 |
Summit X, LLC |
6 |
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
6 |
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
6 |
M&g Investment Management Ltd |
6 |
FDO Partners, LLC |
6 |
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
6 |
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
6 |
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
6 |
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
6 |
Natixis ETF Trust - Natixis Gateway Quality Income ETF |
6 |
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund |
6 |
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
6 |
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
6 |
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
6 |
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
6 |
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
6 |
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund |
6 |
Foundry Partners, LLC |
6 |
Sepio Capital, LP |
6 |
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
6 |
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional |
6 |
Gladstone Institutional Advisory LLC |
6 |
Dynamic Advisor Solutions LLC |
6 |
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
6 |
Continuum Advisory, LLC |
6 |
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
6 |
Washington Trust Bank |
6 |
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
6 |
Capitolis Advisors LLC |
6 |
Donoghue Forlines LLC |
6 |
MPS Loria Financial Planners, LLC |
6 |
Ronald Blue & Co Llc |
6 |
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A |
6 |
Hirtle Callaghan & Co LLC |
6 |
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 |
6 |
Edge Advisors, Llc |
6 |
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
6 |
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 |
6 |
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
6 |
Legacy Advisors, LLC |
6 |
Seminole Management Co., Inc. |
6 |
Delta Asset Management Llc/tn |
6 |
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
6 |
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
6 |
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF |
6 |
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 |
6 |
Harris Associates L P |
6 |
GW&K Investment Management, LLC |
6 |
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class |
6 |
EAM Investors, LLC |
6 |
Syntax Advisors, Llc |
6 |
Capital International Sarl |
6 |
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
6 |
Kapitalo Investimentos Ltda |
6 |
Gerber Kawasaki Wealth & Investment Management |
6 |
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
6 |
VGLSX - VALIC Co I - Global Strategy Fund |
6 |
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard |
6 |
Syntal Capital Partners, LLC |
6 |
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) |
6 |
Exane Asset Management |
6 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares |
6 |
Financial Synergies Wealth Advisors, Inc. |
6 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
6 |
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund |
6 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares |
6 |
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
6 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares |
6 |
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
6 |
Barnett & Company, Inc. |
6 |
Ashton Thomas Private Wealth, LLC |
6 |
Richard Bernstein Advisors LLC |
6 |
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
6 |
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A |
6 |
Financial Advocates Investment Management |
6 |
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A |
6 |
Central Bank & Trust Co |
6 |
SOA Wealth Advisors, LLC. |
6 |
Childress Capital Advisors, Llc |
6 |
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class |
6 |
Brookstone Capital Management |
6 |
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
6 |
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
6 |
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
6 |
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
6 |
ULPIX - Profunds - Ultrabull Profund Investor Class |
6 |
First Financial Corp /in/ |
6 |
BLPIX - Profunds - Bull Profund Investor Class |
6 |
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF |
6 |
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
6 |
AMCPX - AMCAP FUND - AMCAP FUND Class A |
6 |
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A |
6 |
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF |
6 |
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares |
6 |
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
6 |
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF |
6 |
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
6 |
Angelo Gordon & Co., L.p. |
6 |
IFG Advisory, LLC |
6 |
ID Management A/S |
6 |
Telemus Capital, Llc |
6 |
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares |
6 |
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 |
6 |
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
6 |
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
6 |
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
6 |
PWS - Pacer Funds Trust - Pacer WealthShield ETF |
6 |
Mizuho Trust & Banking Co., Ltd. |
6 |
Lockheed Martin Investment Management Co |
6 |
Wade G W & Inc |
6 |
LRI Investments, LLC |
6 |
Kowal Investment Group, LLC |
6 |
Trust Asset Management LLC |
6 |
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
6 |
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
6 |
Cullinan Associates Inc |
6 |
Sheaff Brock Investment Advisors, LLC |
6 |
Global Financial Private Client, LLC |
6 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C |
6 |
Growth Fund Of America |
6 |
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
6 |
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
6 |
SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
6 |
Park West Asset Management LLC |
6 |
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
6 |
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio |
6 |
Sandler Capital Management |
6 |
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
6 |
Sii Investments Inc/wi |
6 |
Meristem Family Wealth, LLC |
6 |
Monetary Management Group Inc |
6 |
PMUBX - Advisors' Inner Circle Fund III - PENN MUTUAL AM STRATEGIC INCOME FUND I Shares |
6 |
FinTrust Capital Advisors, LLC |
6 |
V Wealth Advisors LLC |
6 |
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF |
6 |
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
6 |
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
6 |
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
6 |
Exxonmobil Investment Management Inc /tx |
6 |
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
6 |
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
6 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
6 |
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
6 |
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
6 |
Van Hulzen Asset Management, LLC |
6 |
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
6 |
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF |
6 |
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
6 |
Daiwa SB Investments Ltd. |
6 |
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
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 |
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund |
6 |
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
6 |
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
6 |
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
6 |
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
6 |
Grove Bank & Trust |
6 |
PACIFIC SELECT FUND - Equity Index Portfolio Class I |
6 |
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
6 |
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
6 |
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
6 |
Alpha Paradigm Partners, LLC |
6 |
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
6 |
Scout Investments, Inc. |
6 |
Vantage Consulting Group Inc |
6 |
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
6 |
Scoggin Management Lp |
6 |
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
6 |
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
6 |
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
6 |
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF |
5 |
Orinda Asset Management LLC |
5 |
Power Corp of Canada |
5 |
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares |
5 |
Amica Retiree Medical Trust |
5 |
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF |
5 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2031 |
5 |
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares |
5 |
Wasatch Advisors Inc |
5 |
Chilton Capital Management Llc |
5 |
ICHCX - ICON FUNDS - ICON Healthcare Fund Class S |
5 |
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF |
5 |
DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A |
5 |
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund |
5 |
BlackRock Health Sciences Trust II |
5 |
Smith, Moore & Co. |
5 |
TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I |
5 |
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class |
5 |
Weaver C. Barksdale & Associates, Inc. |
5 |
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A |
5 |
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
5 |
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
5 |
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
5 |
VEGN - ETF Series Solutions - US Vegan Climate ETF |
5 |
SPGBX - Symmetry Panoramic Trust - Symmetry Panoramic Global Fixed Income Fund Class I Shares |
5 |
AlphaOne Investment Services, LLC |
5 |
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF |
5 |
SFY - Tidal ETF Trust - SoFi Select 500 ETF |
5 |
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
5 |
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
5 |
Peapack Gladstone Financial Corp |
5 |
SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I |
5 |
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares |
5 |
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF |
5 |
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
5 |
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I |
5 |
Gleason Group, Inc. |
5 |
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
5 |
Aureus Asset Management, LLC |
5 |
Saiers Capital, LLC |
5 |
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF |
5 |
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF |
5 |
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
5 |
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF |
5 |
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF |
5 |
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF |
5 |
Allianz Se |
5 |
LVW Advisors, LLC |
5 |
Ten Capital Wealth Advisors, LLC |
5 |
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF |
5 |
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
5 |
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF |
5 |
Dean Investment Associates, Llc |
5 |
Apriem Advisors |
5 |
Crescent Capital Consulting, LLC |
5 |
Sage Mountain Advisors LLC |
5 |
Loews Corp |
5 |
HWG Holdings LP |
5 |
Bellwether Advisors, LLC |
5 |
TriaGen Wealth Management LLC |
5 |
Addison Advisors LLC |
5 |
Hoxton Financial, Inc. |
5 |
Stableford Capital Ii Llc |
5 |
Syverson Strege & Co |
5 |
Ellsworth Advisors, LLC |
5 |
Baker Tilly Financial, Llc |
5 |
Dynamic Technology Lab Pte Ltd |
5 |
RHJ International SA |
5 |
Aaron Wealth Advisors LLC |
5 |
GPS Wealth Strategies Group, LLC |
5 |
Cypress Point Wealth Management, LLC |
5 |
Foresters Investment Management Company, Inc. |
5 |
Mariner Investment Group Llc |
5 |
Kohlberg Kravis Roberts & Co. L.P. |
5 |
Veriti Management LLC |
5 |
Charter Oak Capital Management, LLC |
5 |
Matisse Capital |
5 |
Laurel Wealth Advisors, Inc. |
5 |
Verdad Advisers, LP |
5 |
Resolute Advisors LLC |
5 |
Simplify Asset Management Inc. |
5 |
Interchange Capital Partners, LLC |
5 |
Handelsinvest Investeringsforvaltning |
5 |
Oliver Luxxe Assets LLC |
5 |
Tradition Wealth Management, LLC |
5 |
Alpha DNA Investment Management LLC |
5 |
Engine No. 1 Llc |
5 |
Ghisallo Capital Management LLC |
5 |
Investment Management Corp of Ontario |
5 |
Standard Family Office LLC |
5 |
Kalos Management, Inc. |
5 |
Ausdal Financial Partners, Inc. |
5 |
Genesee Valley Trust Co |
5 |
Retirement Group, LLC |
5 |
Tributary Capital Management, LLC |
5 |
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I |
5 |
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF |
5 |
Old Second National Bank Of Aurora |
5 |
B. Metzler seel. Sohn & Co. Holding AG |
5 |
Stuart Chaussee & Associates, Inc. |
5 |
Schooner Investment Group, LLC. |
5 |
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF |
5 |
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF |
5 |
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
5 |
Systematic Alpha Investments, LLC |
5 |
Shay Capital LLC |
5 |
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
5 |
NewEdge Wealth, LLC |
5 |
Snow Capital Management Lp |
5 |
Pallas Capital Advisors LLC |
5 |
Gries Financial Llc |
5 |
Flynn James E |
5 |
CSM Advisors, LLC |
5 |
Matarin Capital Management, LLC |
5 |
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 |
5 |
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 |
5 |
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS |
5 |
Archford Capital Strategies, LLC |
5 |
Kb Financial Partners, Llc |
5 |
Clarius Group, LLC |
5 |
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
5 |
Spring Creek Capital Llc |
5 |
Siemens Fonds Invest GmbH |
5 |
Heritage Wealth Management, Llc |
5 |
Counterpoint Mutual Funds LLC |
5 |
Frontier Investment Mgmt Co |
5 |
Simmons Bank |
5 |
Arete Wealth Advisors, LLC |
5 |
PNC Managed Account Solutions, Inc. |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class |
5 |
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF |
5 |
Delos Wealth Advisors, LLC |
5 |
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P |
5 |
Accurate Wealth Management, LLC |
5 |
Ally Financial Inc. |
5 |
Chesapeake Partners Management Co Inc/md |
5 |
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF |
5 |
LGBT - Procure ETF Trust I - LGBTQ + ESG100 ETF |
5 |
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
5 |
Bahl & Gaynor Inc |
5 |
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF |
5 |
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF |
5 |
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF |
5 |
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF |
5 |
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF |
5 |
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF |
5 |
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF |
5 |
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF |
5 |
Hanson & Doremus Investment Management |
5 |
Wedmont Private Capital |
5 |
Guardian Capital Advisors Lp |
5 |
Edmond de Rothschild (Europe) |
5 |
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF |
5 |
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF |
5 |
Aviance Capital Management, Llc |
5 |
Oak Thistle LLC |
5 |
Rudman Errol M |
5 |
Claris Advisors, Llc / Mo / |
5 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF |
5 |
Carmel Capital Partners, LLC |
5 |
Dixon Hughes Goodman Wealth Advisors LLC |
5 |
Bloom Tree Partners, Llc |
5 |
Steward Financial Group LLC |
5 |
Hawk Ridge Capital Management Lp |
5 |
Grace Capital |
5 |
NorthCrest Asset Manangement, LLC |
5 |
Cassady Schiller Wealth Management, LLC |
5 |
Buckingham Strategic Partners |
5 |
Industrial Alliance Investment Management Inc. |
5 |
Red Tortoise LLC |
5 |
Lenox Wealth Management, Inc. |
5 |
Virtus ETF Advisers LLC |
5 |
TCTC Holdings, LLC |
5 |
Metis Global Partners, LLC |
5 |
Washington Trust Advisors, Inc. |
5 |
Avidian Wealth Solutions, LLC |
5 |
MQS Management LLC |
5 |
Girard Partners Ltd. |
5 |
Mbb Public Markets I Llc |
5 |
Courier Capital Llc |
5 |
Pittenger & Anderson Inc |
5 |
P Schoenfeld Asset Management Lp |
5 |
HB Wealth Management, LLC |
5 |
Wilmington Trust Co |
5 |
Mosaic Family Wealth, LLC |
5 |
Stifel Nicolaus & Co Inc \mo\ |
5 |
JS Capital Management LLC |
5 |
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF |
5 |
AlphaCentric Advisors LLC |
5 |
First National Bank Of Omaha |
5 |
Associated Banc-corp |
5 |
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
5 |
RULE - Collaborative Investment Series Trust - Adaptive Core ETF |
5 |
City State Bank |
5 |
Cahill Financial Advisors Inc |
5 |
Nations Financial Group Inc, /ia/ /adv |
5 |
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF |
5 |
AILV - Listed Funds Trust - Alpha Intelligent - Large Cap Value ETF |
5 |
Credit Capital Investments LLC |
5 |
Signature Estate & Investment Advisors Llc |
5 |
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF |
5 |
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares |
5 |
Householder Group Estate & Retirement Specialist, LLC |
5 |
Safeguard Financial, LLC |
5 |
Allegis Investment Advisors, LLC |
5 |
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF |
5 |
Lakewood Capital Management, Lp |
5 |
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
5 |
Schonfeld Group Holdings LLC |
5 |
Buckhead Capital Management Llc |
5 |
Offit Capital Advisors Llc |
5 |
Retireful, LLC |
5 |
Hightower 6M Holding, LLC |
5 |
Fund Management at Engine No. 1 LLC |
5 |
Alphadyne Asset Management, LLC |
5 |
Beacon Capital Management, LLC |
5 |
Fortitude Advisory Group L.L.C. |
5 |
Spears Abacus Advisors LLC |
5 |
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF |
5 |
Saudi Central Bank |
5 |
Diamond Hill Capital Management Inc |
5 |
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
5 |
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
5 |
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
5 |
Capital Growth Management Lp |
5 |
Axxcess Wealth Management, Llc |
5 |
Global Assets Advisory, LLC |
5 |
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF |
5 |
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
5 |
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund |
5 |
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
5 |
Indices-Pac Research Corp. |
5 |
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF |
5 |
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
5 |
SHP ETF Trust - NEOS S&P 500(R) High Income ETF |
5 |
Czech National Bank |
5 |
City National Bank |
5 |
Colonial Trust Co / SC |
5 |
Moody Aldrich Partners Llc |
5 |
GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
5 |
American Beacon Advisors, Inc. |
5 |
Guardian Investor Services Llc |
5 |
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF |
5 |
STRV - EA Series Trust - Strive 500 ETF |
5 |
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF |
5 |
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 |
5 |
Fiduciary Alliance LLC |
5 |
Fidelis Capital Partners, LLC |
5 |
RFP Financial Group LLC |
5 |
Legg Mason Investment Counsel, LLC |
5 |
SevenBridge Financial Group, LLC |
5 |
Qsemble Capital Management, LP |
5 |
Jackson, Grant Investment Advisers, Inc. |
5 |
Harwood Advisory Group, LLC |
5 |
SYSTM Wealth Solutions LLC |
5 |
Sullivan, Bruyette, Speros & Blaney, LLC |
5 |
Delphi Private Advisors LLC |
5 |
Moran Wealth Management, LLC |
5 |
Oversea-Chinese Banking CORP Ltd |
5 |
Bellwether Investment Group, LLC |
5 |
Garda Capital Partners Lp |
5 |
Harbour Capital Advisors, LLC |
5 |
ISAM Funds (UK) Ltd |
5 |
Allstate Investment Management Co |
5 |
Park Place Capital Corp |
5 |
Bridgewater Advisors Inc. |
5 |
Strategic Investment Solutions, Inc. /IL |
5 |
Wilmington Trust Investment Management, LLC |
5 |
Transform Wealth, LLC |
5 |
Fortis Capital Advisors, LLC |
5 |
Freedom Wealth Alliance, Llc |
5 |
Meeder Advisory Services, Inc. |
5 |
Mill Creek Capital Advisors, LLC |
5 |
SageView Advisory Group, LLC |
5 |
Rock Creek Group, LP |
5 |
Callan Family Office, LLC |
5 |
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF |
5 |
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class |
5 |
AustralianSuper Pty Ltd |
5 |
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C |
5 |
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF |
5 |
RVRB - ADVISORS SERIES TRUST - Reverb ETF |
5 |
STXG - EA Series Trust - Strive 1000 Growth ETF |
5 |
STXV - EA Series Trust - Strive 1000 Value ETF |
5 |
Everett Capital Advisors UK LLP |
5 |
Chiron Investment Management, LLC |
5 |
Vanguard Windsor Funds |
5 |
V-Square Quantitative Management LLC |
5 |
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF |
5 |
Fifth Third Wealth Advisors LLC |
5 |
Canoe Financial LP |
5 |
Grey Street Capital, LLC |
5 |
Avalon Trust Co |
5 |
Vinva Investment Management Ltd |
5 |
Ofi Invest Asset Management |
5 |
Frank, Rimerman Advisors LLC |
5 |
La Banque Postale Asset Management SA |
5 |
JT Stratford LLC |
5 |
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
5 |
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio |
5 |
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
5 |
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3 |
5 |
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
5 |
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
5 |
Carmignac Gestion |
5 |
Impact Partnership Wealth, LLC |
5 |
McAdam, LLC |
5 |
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF |
5 |
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF |
5 |
iA Global Asset Management Inc. |
5 |
UniSuper Management Pty Ltd |
5 |
Zuckerman Investment Group, LLC |
5 |
Flinton Capital Management LLC |
5 |
Periscope Capital Inc. |
5 |
Dunhill Financial, LLC |
5 |
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF |
5 |
Adviser Investments LLC |
5 |
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
5 |
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
5 |
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF |
5 |
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF |
5 |
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF |
5 |
Arlington Trust Co LLC |
5 |
Blenheim Capital Management, BV |
5 |
Envestnet Portfolio Solutions, Inc. |
5 |
Vident Advisory, LLC |
5 |
Knollwood Investment Advisory, LLC |
5 |
Narus Financial Partners, LLC |
5 |
Moloney Securities Asset Management, LLC |
5 |
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF |
5 |
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund |
5 |
West Paces Advisors Inc. |
5 |
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF |
5 |
Todd Asset Management Llc |
5 |
Tyers Asset Management LLC |
5 |
Valued Wealth Advisors LLC |
5 |
Financial Perspectives, Inc |
5 |
Bruce G. Allen Investments, LLC |
5 |
Intellectus Partners, LLC |
5 |
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
5 |
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
5 |
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF |
5 |
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
5 |
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF |
5 |
Lecap Asset Management Ltd |
5 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF |
5 |
Ritholtz Wealth Management |
5 |
GSB Wealth Management, LLC |
5 |
Wetzel Investment Advisors, Inc. |
5 |
Almanack Investment Partners, LLC. |
5 |
Cetera Trust Company, N.A |
5 |
Unique Wealth Strategies, LLC |
5 |
Capital World Growth & Income Fund |
5 |
Doyle Wealth Management |
5 |
Pinnacle Bancorp, Inc. |
5 |
Private Wealth Management Group, LLC |
5 |
Ridgewood Investments LLC |
5 |
Sachetta, LLC |
5 |
Frazier Financial Advisors, LLC |
5 |
YorkBridge Wealth Partners, LLC |
5 |
CFO4Life Group, LLC |
5 |
Vivaldi Capital Management, LLC |
5 |
Plato Investment Management Ltd |
5 |
Whalen Wealth Management Inc. |
5 |
New Age Alpha Advisors, LLC |
5 |
First Trust Investment Solutions L.P. |
5 |
SIH Partners, LLLP |
5 |
Scientech Research LLC |
5 |
Degroof Petercam Asset Management |
5 |
BOK Financial Private Wealth, Inc. |
5 |
Geneva Partners, LLC |
5 |
Perbak Capital Partners LLP |
5 |
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 |
5 |
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
5 |
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF |
5 |
Pineridge Advisors LLC |
5 |
American Financial Network Advisory Services Llc |
5 |
Ninepoint Partners LP |
5 |
AAEYX - Adviser Managed Trust - Core Fixed Income Fund |
5 |
WealthCollab, LLC |
5 |
CCMG - EA Series Trust - CCM Global Equity ETF |
5 |
GFS Advisors, LLC |
5 |
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF |
5 |
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF |
5 |
Investors Capital Advisory Services |
5 |
Mediolanum International Funds Ltd |
5 |
Lighthouse Investment Partners, LLC |
5 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
5 |
Swedbank AB |
5 |
Global Trust Asset Management, LLC |
5 |
Mowery & Schoenfeld Wealth Management, LLC |
5 |
New Covenant Trust Company, N.A. |
5 |
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares |
5 |
Institutional Investment Strategy Fund |
5 |
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF |
5 |
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
5 |
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
5 |
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
5 |
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
5 |
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
5 |
WR Wealth Planners, LLC |
5 |
CPSIX - Unified Series Trust - Fci Bond Fund |
5 |
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
5 |
Ashton Thomas Securities, Llc |
5 |
Td Private Client Wealth Llc |
5 |
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund |
5 |
Cromwell Holdings LLC |
5 |
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund |
5 |
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A |
5 |
Sanctuary Advisors, LLC |
5 |
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
5 |
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
5 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF |
5 |
Principia Wealth Advisory, LLC |
5 |
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
5 |
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF |
5 |
Highline Wealth Partners Llc |
5 |
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
5 |
Worldwide Health Sciences Portfolio |
5 |
Onefund, Llc |
5 |
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares |
5 |
Usaa Etf Trust |
5 |
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
5 |
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V |
5 |
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF |
5 |
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF |
5 |
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
5 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
5 |
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB |
5 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
5 |
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
5 |
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
5 |
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
5 |
Allianzgi Convertible & Income Fund Ii |
5 |
Allianzgi Convertible & Income Fund |
5 |
Avanza Fonder AB |
5 |
Kera Capital Partners, Inc. |
5 |
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
5 |
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
5 |
Pimco Corporate & Income Strategy Fund |
5 |
Kaufman Rossin Wealth, LLC |
5 |
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A |
5 |
Heck Capital Advisors, LLC |
5 |
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
5 |
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
5 |
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
5 |
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares |
5 |
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF |
5 |
FAINX - MSS Series Trust - Fallen Angels Income Fund |
5 |
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
5 |
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
5 |
Whipplewood Advisors, LLC |
5 |
Allianzgi Equity & Convertible Income Fund |
5 |
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
5 |
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
5 |
Hughes Financial Services, LLC |
5 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
5 |
WealthTrak Capital Management LLC |
5 |
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
5 |
Resona Asset Management Co.,Ltd. |
5 |
Polymer Capital Management (US) LLC |
5 |
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
5 |
Canada Post Corp Registered Pension Plan |
5 |
Farringdon Capital, Ltd. |
5 |
Oppenheimer Variable Account Funds |
5 |
Mufg Securities Americas Inc. |
5 |
De Burlo Group Inc |
5 |
Banque Transatlantique SA |
5 |
Geneva Advisors, LLC |
5 |
Nuveen S&p 500 Buywrite Income Fund |
5 |
Talon Private Wealth, LLC |
5 |
Gabelli Dividend & Income Trust |
5 |
Arrowpoint Investment Partners (Singapore) Pte. Ltd. |
5 |
Gf Fund Management Co. Ltd. |
5 |
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
5 |
Gdl Fund |
5 |
Dogwood Wealth Management LLC |
5 |
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
5 |
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 |
5 |
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF |
5 |
Pcm Fund, Inc. |
5 |
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
5 |
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
5 |
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
5 |
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. |
5 |
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
5 |
ASR Vermogensbeheer N.V. |
5 |
Zions Bancorporation, National Association /ut/ |
5 |
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund |
5 |
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund |
5 |
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. |
5 |
Scout Funds |
5 |
Rakuten Investment Management, Inc. |
5 |
WPG Advisers, LLC |
5 |
Private Wealth Asset Management, LLC |
5 |
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. |
5 |
Caxton Associates Llp |
5 |
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A |
5 |
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
5 |
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A |
5 |
Pimco Flexible Credit Income Fund |
5 |
Pimco Income Opportunity Fund |
5 |
WMS Partners, LLC |
5 |
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
5 |
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
5 |
Pimco Dynamic Credit & Mortgage Income Fund |
5 |
Pimco Global Stocksplus & Income Fund |
5 |
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF |
5 |
Ag2r La Mondiale Gestion D'actifs |
5 |
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund |
5 |
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF |
5 |
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF |
5 |
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF |
5 |
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
5 |
Credential Qtrade Securities Inc. |
5 |
Abn Amro Investment Solutions |
5 |
Traub Capital Management LLC |
5 |
Winnow Wealth Llc |
5 |
Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
5 |
WESPAC Advisors, LLC |
5 |
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
5 |
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
5 |
QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
5 |
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
5 |
Main Street Research LLC |
5 |
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV |
5 |
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
5 |
Bartlett & Co. LLC |
5 |
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
5 |
Court Place Advisors, LLC |
5 |
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A |
5 |
Advisory Alpha, LLC |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
5 |
Cornerstone Total Return Fund Inc |
5 |
Cornerstone Strategic Value Fund Inc |
5 |
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
5 |
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
5 |
University Of Notre Dame Du Lac |
5 |
Ardevora Asset Management LLP |
5 |
Roble, Belko & Company, Inc |
5 |
Utc North American Fund, Inc. |
5 |
Formidable Asset Management, LLC |
5 |
Dividend & Income Fund |
5 |
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
5 |
Wright Managed Equity Trust |
5 |
Gamble Jones Investment Counsel |
5 |
Guggenheim Strategic Opportunities Fund |
5 |
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
5 |
Pnc Funds |
5 |
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A |
5 |
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
5 |
Princeton Capital Management Llc |
5 |
ABASX - AB TRUST - AB Discovery Value Fund Class A |
5 |
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares |
5 |
AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
5 |
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
5 |
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
5 |
Silvercrest Asset Management Group Llc |
5 |
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A |
5 |
Blackrock Master Llc |
5 |
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
5 |
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund |
5 |
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares |
5 |
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
5 |
ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
5 |
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A |
5 |
Sit Investment Associates Inc |
5 |
Halbert Hargrove Global Advisors, Llc |
5 |
Oppenheimer Quest For Value Funds |
5 |
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I |
5 |
Carnegie Capital Asset Management, LLC |
5 |
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
5 |
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
5 |
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund |
5 |
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A |
5 |
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
5 |
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
5 |
Aberdeen Global Income Fund Inc |
5 |
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
5 |
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
5 |
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
5 |
Clough Global Equity Fund |
5 |
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class |
5 |
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
5 |
IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
5 |
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
5 |
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
5 |
Calamos Convertible Opportunities & Income Fund |
5 |
Calamos Convertible & High Income Fund |
5 |
Calamos Dynamic Convertible & Income Fund |
5 |
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
5 |
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
5 |
Fiduciary Trust Co |
5 |
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
5 |
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O |
5 |
Paulson & Co. Inc. |
5 |
Sheets Smith Wealth Management |
5 |
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
5 |
Pinnacle Financial Partners Inc |
5 |
Ab Pooling Portfolios |
5 |
Cohen & Steers, Inc. |
5 |
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio |
5 |
Calton & Associates, Inc. |
5 |
Trilogy Capital Inc. |
5 |
Signition Lp |
5 |
D'Orazio & Associates, Inc. |
5 |
Santori & Peters, Inc. |
5 |
Braun Stacey Associates Inc |
5 |
BancorpSouth Bank |
5 |
180 Wealth Advisors, Llc |
5 |
Merit Financial Group, LLC |
5 |
Beryl Capital Management LLC |
5 |
Premia Global Advisors, Llc |
5 |
Prana Capital Management, LP |
5 |
G&S Capital LLC |
5 |
MainStreet Investment Advisors LLC |
5 |
Lake Street Advisors Group, Llc |
5 |
Pfs Investments Inc. |
5 |
One Wealth Advisors, LLC |
5 |
First Foundation Advisors |
5 |
Virtue Capital Management, LLC |
5 |
Acorn Wealth Advisors, LLC |
5 |
Solstein Capital, LLC |
5 |
Game Creek Capital, LP |
5 |
SYM FINANCIAL Corp |
5 |
Certified Advisory Corp |
5 |
Centerpoint Advisors, LLC |
5 |
Rossmore Private Capital |
5 |
Mainstay Capital Management Llc /adv |
5 |
Hays Advisory Llc |
5 |
Claybrook Capital, LLC |
5 |
Altshuler Shaham Ltd |
5 |
Castle Creek Arbitrage, LLC |
5 |
Howard Capital Management Inc. |
5 |
Maj Invest Holding A/S |
5 |
Unigestion Holding SA |
5 |
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
5 |
Cognios Beta Neutral Large Cap Fund, Lp |
5 |
Equitable Trust Co |
5 |
Columbus Hill Capital Management, L.P. |
5 |
Worldquant Millennium Advisors Llc |
5 |
AIA Group Ltd |
5 |
Redhawk Wealth Advisors, Inc. |
5 |
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares |
5 |
PPM Funds - PPM Floating Rate Income Fund (Inst) |
5 |
Dfpg Investments, Llc |
5 |
Pier Capital, LLC |
5 |
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
5 |
APG Asset Management US Inc. |
5 |
Allred Capital Management, LLC |
5 |
Phocas Financial Corp. |
5 |
Roman Butler Fullerton & Co |
5 |
Wiley Bros.-aintree Capital, Llc |
5 |
Angeles Investment Advisors, LLC |
5 |
Old North State Trust, LLC |
5 |
Mizuho Securities Usa Llc |
5 |
Pennant Capital Management, LLC |
5 |
Community Capital Management, Inc. |
5 |
Insight Wealth Strategies, LLC |
5 |
Arabesque Asset Management Ltd |
5 |
Aptus Capital Advisors, LLC |
5 |
Headinvest, Llc |
5 |
Townsquare Capital Llc |
5 |
Avantax Advisory Services, Inc. |
5 |
Islet Management, LP |
5 |
Asahi Life Asset Management Co., Ltd. |
5 |
ARGA Investment Management, LP |
5 |
Napier Park Global Capital (US) LP |
5 |
Ostrum Asset Management |
5 |
Mirova |
5 |
Alpine Associates Management Inc. |
5 |
Actinver Wealth Management, Inc. |
5 |
Edmond De Rothschild Asset Management (france) |
5 |
Capital Financial Planning, LLC |
5 |
Alpha Quant Advisors, Llc |
5 |
Mid Atlantic Financial Management Inc/adv |
5 |
Manchester Financial Inc |
5 |
Clarfeld Financial Advisors, Llc |
5 |
Quilter Plc |
5 |
Cornerstone Wealth Group, LLC |
5 |
Vestmark Advisory Solutions, Inc. |
5 |
WealthStone, Inc. |
5 |
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
5 |
Patton Fund Management, Inc. |
5 |
GeoWealth Management, LLC |
5 |
Owl Creek Asset Management, L.P. |
5 |
HBW Advisory Services LLC |
5 |
Western Asset Management Company, LLC |
5 |
Hcim Trust |
5 |
Rathbone Brothers plc |
5 |
Pacitti Group Inc. |
5 |
Beck Bode, LLC |
5 |
Alaska Permanent Fund Corp |
5 |
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
5 |
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
5 |
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
5 |
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E |
5 |
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio |
5 |
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio |
5 |
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares |
5 |
Caisse Des Depots Et Consignations |
5 |
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A |
5 |
Colonial Trust Advisors |
5 |
Hgk Asset Management Inc |
5 |
Sphinx Trading, Lp |
5 |
Connable Office Inc |
5 |
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A |
5 |
Qci Asset Management Inc/ny |
5 |
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) |
5 |
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) |
5 |
Jnl Series Trust - Jnl/s&p 4 Fund (a) |
5 |
NSIDX - Northern Funds - Northern Small Cap Index Fund |
5 |
Shepherd Kaplan Krochuk, Llc |
5 |
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
5 |
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H |
5 |
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class |
5 |
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional |
5 |
Coatue Management Llc |
5 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2030 |
5 |
Washington Capital Management Inc |
5 |
PACIFIC SELECT FUND - Health Sciences Portfolio Class I |
5 |
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class |
5 |
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class |
5 |
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F |
5 |
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F |
5 |
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I |
5 |
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV |
5 |
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV |
5 |
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class |
5 |
Atwood & Palmer Inc |
5 |
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 |
5 |
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares |
5 |
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
5 |
Northpointe Capital Llc |
5 |
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A |
5 |
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
5 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
5 |
Northwest Investment Counselors, Llc |
5 |
YHB Investment Advisors, Inc. |
5 |
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A |
5 |
IIXAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Income Fund Class A |
5 |
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A |
5 |
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
5 |
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES |
5 |
Financial Management Professionals, Inc. |
5 |
Lourd Capital, LLC |
5 |
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A |
5 |
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
5 |
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional |
5 |
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
5 |
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 |
5 |
Haverford Trust Co |
5 |
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
5 |
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF |
5 |
Hallmark Capital Management Inc |
5 |
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF |
5 |
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
5 |
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity |
5 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
5 |
Shikiar Asset Management Inc |
5 |
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A |
5 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I |
5 |
Essex Financial Services, Inc. |
5 |
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A |
5 |
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A |
5 |
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I |
5 |
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A |
5 |
RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A |
5 |
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional |
5 |
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
5 |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
5 |
Palladium Partners Llc |
5 |
FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
5 |
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
5 |
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund |
5 |
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund |
5 |
WestEnd Advisors, LLC |
5 |
Fosun International Ltd |
5 |
Athena Capital Advisors Llc |
5 |
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
5 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund |
5 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 |
5 |
Alta Advisers Ltd |
5 |
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II |
5 |
MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
5 |
MML Series Investment Fund II - MML Asset Momentum Fund Class II |
5 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A |
5 |
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund |
5 |
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
5 |
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative |
5 |
Maple Securities Usa Inc |
5 |
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio |
5 |
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class |
5 |
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
5 |
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
5 |
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV |
5 |
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV |
5 |
Smith, Graham & Co., Investment Advisors, LP |
5 |
Murphy Capital Management Inc |
5 |
Ikos Cif Ltd |
5 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial |
5 |
Securian Funds Trust - SFT Dynamic Managed Volatility Fund |
5 |
Securian Funds Trust - SFT T. Rowe Price Value Fund |
5 |
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I |
5 |
Sanders Capital, LLC |
5 |
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
5 |
PENN SERIES FUNDS INC - Flexibly Managed Fund |
5 |
PENN SERIES FUNDS INC - Small Cap Index Fund |
5 |
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 |
5 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
5 |
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund |
5 |
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
5 |
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
5 |
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
5 |
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
5 |
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF |
5 |
AMF Pensionsforsakring AB |
5 |
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF |
5 |
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I |
5 |
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I |
5 |
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
5 |
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N |
5 |
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
5 |
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I |
5 |
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
5 |
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N |
5 |
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
5 |
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
5 |
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
5 |
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
5 |
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
5 |
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
5 |
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
5 |
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I |
5 |
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
5 |
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I |
5 |
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A |
5 |
Yorktown Management & Research Co Inc |
5 |
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I |
5 |
Wellington Shields Capital Management, LLC |
5 |
Brighthouse Funds Trust I - AB International Bond Portfolio Class B |
5 |
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
5 |
IWM - iSHARES TRUST - iShares Russell 2000 ETF |
5 |
IVE - iSHARES TRUST - iShares S&P 500 Value ETF |
5 |
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
5 |
Davis Selected Advisers |
5 |
Chase Investment Counsel Corp |
5 |
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund |
5 |
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia |
5 |
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia |
5 |
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
5 |
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
5 |
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
5 |
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
5 |
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund |
5 |
Broadfin Capital, LLC |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class |
5 |
West Family Investments, Inc. |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
5 |
Putnam Fl Investment Management Co |
5 |
Country Club Trust Company, n.a. |
5 |
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A |
5 |
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class |
5 |
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio |
5 |
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class |
5 |
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
5 |
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class |
5 |
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
5 |
W.G. Shaheen & Associates DBA Whitney & Co |
5 |
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund |
5 |
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
5 |
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF |
5 |
Factory Mutual Insurance Co |
5 |
Gilder Gagnon Howe & Co Llc |
5 |
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
5 |
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
5 |
Charter Trust Co |
5 |
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A |
5 |
TD Capital Management LLC |
5 |
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
5 |
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
5 |
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares |
5 |
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
5 |
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares |
5 |
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
5 |
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A |
5 |
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A |
5 |
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares |
5 |
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares |
5 |
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A |
5 |
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares |
5 |
Ivory Investment Management, Llc |
5 |
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
5 |
Zurich Insurance Group Ltd/FI |
5 |
Royce & Associates Lp |
5 |
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio |
5 |
ULTRA SERIES FUND - Diversified Income Fund Class I |
5 |
ULTRA SERIES FUND - Core Bond Fund Class I |
5 |
Hilltop Holdings Inc. |
5 |
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A |
5 |
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares |
5 |
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class |
5 |
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class |
5 |
Cramer Rosenthal Mcglynn Llc |
5 |
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
5 |
Brighton Jones Llc |
5 |
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
5 |
Profunds - Profund Vp Large-cap Value |
5 |
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
5 |
OAKIX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Fund Investor Class |
5 |
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 |
5 |
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
5 |
Allen Investment Management LLC |
5 |
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A |
5 |
Integre Asset Management, LLC |
5 |
Hartford Series Fund Inc |
5 |
ProVise Management Group, LLC |
5 |
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load |
5 |
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A |
5 |
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class |
5 |
Myriad Asset Management Ltd. |
5 |
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A |
5 |
Buckingham Strategic Wealth, Llc |
5 |
Kellner Capital, LLC |
5 |
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares |
5 |
Bienville Capital Management, LLC |
5 |
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
5 |
Becker Capital Management Inc |
5 |
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A |
5 |
McKinley Carter Wealth Services, Inc. |
5 |
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
5 |
Gofen & Glossberg Llc /il/ |
5 |
Zwj Investment Counsel Inc |
5 |
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
5 |
Nippon Life Insurance Co |
5 |
AlphaMark Advisors, LLC |
5 |
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares |
5 |
MHITX - MFS SERIES TRUST III - MFS High Income Fund A |
5 |
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares |
5 |
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
5 |
Annex Advisory Services, LLC |
5 |
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
5 |
Oxbow Advisors, LLC |
5 |
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
5 |
Tamarack Advisers, LP |
5 |
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
5 |
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
5 |
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
5 |
First Midwest Bank Trust Division |
5 |
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T |
5 |
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N |
5 |
DT Investment Partners, LLC |
5 |
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF |
5 |
Ogorek Anthony Joseph /ny/ /adv |
5 |
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) |
5 |
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) |
5 |
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
5 |
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund |
5 |
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund |
5 |
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund |
5 |
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
5 |
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF |
5 |
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
5 |
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
5 |
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund |
5 |
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares |
5 |
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares |
5 |
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A |
5 |
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund |
5 |
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A |
5 |
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
5 |
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF |
5 |
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
5 |
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
5 |
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF |
5 |
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
5 |
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
5 |
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund |
5 |
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
5 |
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
5 |
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
5 |
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
5 |
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
5 |
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF |
5 |
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund |
5 |
Stancorp Investment Advisers Inc |
5 |
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
5 |
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF |
5 |
GURU - Global X Funds - Global X Guru Index ETF |
5 |
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A |
5 |
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A |
5 |
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
5 |
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund |
5 |
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF |
5 |
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
5 |
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
5 |
1st Global Advisors, Inc. |
5 |
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares |
5 |
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares |
5 |
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares |
5 |
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares |
5 |
Winch Advisory Services, LLC |
5 |
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A |
5 |
Kwmg, Llc |
5 |
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF |
5 |
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
5 |
Leavell Investment Management, Inc. |
5 |
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
5 |
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
5 |
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class |
5 |
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
5 |
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
5 |
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A |
5 |
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
5 |
Amica Mutual Insurance Co |
5 |
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 |
5 |
Malaga Cove Capital, LLC |
5 |
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 |
5 |
City Holding Co |
5 |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
5 |
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 |
5 |
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A |
5 |
Acropolis Investment Management, LLC |
5 |
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares |
5 |
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A |
5 |
HSBC FUNDS - HSBC Strategic Income Fund Class A |
5 |
Spirit Of America Management Corp/ny |
5 |
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
5 |
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
5 |
IMS Capital Management |
5 |
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
5 |
LVPIX - Profunds - Large-cap Value Profund Investor Class |
5 |
SLPIX - Profunds - Small-cap Profund Investor Class |
5 |
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
5 |
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF |
5 |
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF |
5 |
Cribstone Capital Management, LLC |
5 |
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares |
5 |
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
5 |
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
5 |
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
5 |
Hellman Jordan Management Co Inc /ma/ |
5 |
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class |
5 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 |
5 |
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A |
5 |
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class |
5 |
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A |
5 |
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund |
5 |
B & T Capital Management DBA Alpha Capital Management |
5 |
Perkins Coie Trust Co |
5 |
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares |
5 |
Gierl Augustine Investment Management Inc |
5 |
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
5 |
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A |
5 |
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
5 |
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
5 |
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
5 |
Folger Hill Asset Management LP |
5 |
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
5 |
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund |
5 |
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund |
5 |
Pegasus Partners Ltd. |
5 |
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
5 |
Tfo-tdc, Llc |
5 |
Patton Albertson Miller Group, Llc |
5 |
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A |
5 |
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF |
5 |
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
5 |
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A |
5 |
Albion Financial Group /ut |
5 |
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
5 |
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A |
5 |
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
5 |
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
5 |
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
5 |
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class |
5 |
Beacon Financial Group |
5 |
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL |
5 |
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
5 |
Park National Corp /oh/ |
5 |
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
5 |
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
5 |
Crow Point Partners, LLC |
5 |
VCSLX - VALIC Co I - Small Cap Index Fund |
5 |
VCGAX - VALIC Co I - Growth & Income Fund |
5 |
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
5 |
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A |
5 |
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
5 |
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
5 |
Voya Financial Advisors, Inc. |
5 |
Bruderman Asset Management, LLC |
5 |
EWG Elevate Inc. |
5 |
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV |
5 |
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
5 |
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A |
5 |
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class |
5 |
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
5 |
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio |
5 |
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A |
5 |
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class |
5 |
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio |
5 |
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio |
5 |
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
5 |
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
5 |
Nwam Llc |
5 |
Kingsview Wealth Management, LLC |
5 |
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
5 |
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
5 |
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF |
5 |
Red Door Wealth Management, LLC |
5 |
Arbor Wealth Management, LLC |
5 |
Logan Capital Management Inc |
5 |
Sugarloaf Wealth Management, LLC |
5 |
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
5 |
Altfest L J & Co Inc |
5 |
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares |
5 |
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares |
5 |
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
5 |
Verdence Capital Advisors LLC |
5 |
Atticus Wealth Management, Llc |
5 |
Oarsman Capital, Inc. |
5 |
Boussard & Gavaudan Investment Management LLP |
5 |
GFG Capital, LLC |
5 |
Hurley Capital, LLC |
5 |
Islay Capital Management, Llc |
5 |
Gargoyle Investment Advisor L.L.C. |
5 |
CBIZ Investment Advisory Services, LLC |
5 |
Global Endowment Management, LP |
5 |
1776 Wealth LLC |
5 |
Wealth Alliance |
5 |
Castleark Management Llc |
5 |
Willingdon Wealth Management |
5 |
PSI Advisors, LLC |
5 |
Avidity Partners Management LP |
5 |
EPG Wealth Management LLC |
5 |
Greenlight Capital Inc |
5 |
Capital Advisory Group Advisory Services, LLC |
5 |
Carolinas Wealth Consulting Llc |
5 |
Ballast Advisors Llc |
5 |
Regent Peak Wealth Advisors LLC |
5 |
Hohimer Wealth Management, Llc |
5 |
Arkadios Wealth Advisors |
5 |
Exencial Wealth Advisors, Llc |
5 |
Deseret Mutual Benefit Administrators |
5 |
Haafor (Singapore) Pte. Ltd. |
5 |
Wealth Quarterback LLC |
5 |
Lionsbridge Wealth Management LLC |
5 |
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
5 |
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard |
5 |
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
5 |
Greenwich Wealth Management LLC |
5 |
HighMark Wealth Management LLC |
5 |
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 |
5 |
Comerica Securities Inc |
5 |
F&C Asset Management plc |
5 |
State of New Jersey Common Pension Fund A |
5 |
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
5 |
Horan Capital Advisors, LLC. |
5 |
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
5 |
Graypoint LLC |
5 |
Ziegler Capital Management, LLC |
5 |
AllSquare Wealth Management LLC |
5 |
Connor Clark & Lunn Investment Management Ltd |
5 |
LMR Master Fund Ltd |
5 |
Royal Fund Management, LLC |
5 |
Symphony Financial, Ltd. Co. |
5 |
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
5 |
Rosenberg Matthew Hamilton |
5 |
Partnervest Advisory Services LLC |
5 |
Jackson Square Capital, Llc |
5 |
tru Independence LLC |
5 |
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares |
4 |
Advanced Investment Partners, LLC |
4 |
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
4 |
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
4 |
Vantage Investment Partners, LLC |
4 |
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF |
4 |
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class |
4 |
Haber Trilix Advisors, Lp |
4 |
Institutional & Family Asset Management, Llc |
4 |
Cannell Peter B & Co Inc |
4 |
Teamwork Financial Advisors, LLC |
4 |
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF |
4 |
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
4 |
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
4 |
Cottage Street Advisors LLC |
4 |
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R |
4 |
Groupama Asset Managment |
4 |
Shufro Rose & Co Llc |
4 |
AGIHX - Allianz Funds Multi-Strategy Trust - AllianzGI Global High Yield Fund Institutional Class |
4 |
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
4 |
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
4 |
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF |
4 |
Smart Portfolios, LLC |
4 |
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class |
4 |
Counsel Portfolio Services Inc. |
4 |
Cedar Mountain Advisors, LLC |
4 |
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
4 |
Selective Wealth Management, Inc. |
4 |
Boston Common Asset Management, LLC |
4 |
My Personal CFO, LLC |
4 |
Schnieders Capital Management Llc |
4 |
JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
4 |
Provence Wealth Management Group |
4 |
Trillium Asset Management, Llc |
4 |
MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I |
4 |
Stelliam Investment Management, Lp |
4 |
Gables Capital Management Inc. |
4 |
Spectrum Wealth Counsel, LLC |
4 |
American National Insurance Co /tx/ |
4 |
Joseph P. Lucia & Associates, LLC |
4 |
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity |
4 |
Df Dent & Co Inc |
4 |
Berkshire Asset Management Llc/pa |
4 |
Fort Point Capital Partners LLC |
4 |
Aspect Partners, LLC |
4 |
SILVER OAK SECURITIES, Inc |
4 |
Resurgent Financial Advisors LLC |
4 |
Cobiz Investment Management, Llc |
4 |
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV |
4 |
Armistice Capital, Llc |
4 |
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV |
4 |
EHP Funds Inc. |
4 |
FJ Investments, LLC |
4 |
Marvin & Palmer Associates Inc |
4 |
Concentric Capital Strategies, LP |
4 |
Stanley-Laman Group, Ltd. |
4 |
Ironwood Financial, llc |
4 |
1620 Investment Advisors, Inc. |
4 |
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C |
4 |
Fayez Sarofim & Co |
4 |
Aware Super Pty Ltd as trustee of Aware Super |
4 |
Planning Capital Management Corp |
4 |
Nicolet Advisory Services, Llc |
4 |
Lebenthal Asset Management, LLC |
4 |
Kingfisher Capital LLC |
4 |
Measured Wealth Private Client Group, LLC |
4 |
BFIX - Build Funds Trust - Build Bond Innovation ETF |
4 |
VACVX - VALIC Co II - Large Cap Value Fund |
4 |
Waddell & Associates, Llc |
4 |
Douglass Winthrop Advisors, LLC |
4 |
VSR Financial Services, Inc. |
4 |
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class |
4 |
AYAL Capital Advisors Ltd |
4 |
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
4 |
Grandview Asset Management LLC |
4 |
Fisher Funds Management LTD |
4 |
Ilex Capital Partners (UK) LLP |
4 |
BTEC - Principal Exchange-Traded Funds - Principal Healthcare Innovators Index ETF |
4 |
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
4 |
Capitolis Liquid Global Markets LLC |
4 |
Holloway Wealth Management, LLC |
4 |
Financial Network Wealth Advisors LLC |
4 |
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF |
4 |
Change Path, LLC |
4 |
Gilbert & Cook, Inc. |
4 |
Accipiter Capital Management, Llc |
4 |
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class |
4 |
Banco BTG Pactual S.A. |
4 |
Transce3nd, LLC |
4 |
NLAGX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Growth Fund Class A |
4 |
Tennessee Valley Asset Management Partners |
4 |
Axiom Investment Management LLC |
4 |
East Coast Asset Management, LLC. |
4 |
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES |
4 |
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA |
4 |
Linden Advisors Lp |
4 |
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF |
4 |
First Trust High Yield Opportunities 2027 Term Fund |
4 |
Apex Capital Management |
4 |
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares |
4 |
Parcion Private Wealth LLC |
4 |
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund |
4 |
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
4 |
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class |
4 |
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class |
4 |
Clear Perspective Advisors, LLC |
4 |
Heritage Financial Services, LLC |
4 |
Emerald Advisers, Llc |
4 |
HEAL - Global X Funds - Global X Telemedicine & Digital Health ETF |
4 |
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class |
4 |
Crake Asset Management LLP |
4 |
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio |
4 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio |
4 |
Abich Financial Wealth Management LLC |
4 |
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF |
4 |
Circle Wealth Management, LLC |
4 |
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA |
4 |
Thor Advisors, Llc |
4 |
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio |
4 |
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF |
4 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
4 |
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund |
4 |
Castle Wealth Management Llc |
4 |
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares |
4 |
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund |
4 |
Jackson Creek Investment Advisors LLC |
4 |
Chiron Capital Management, Llc |
4 |
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund |
4 |
Ritter Daniher Financial Advisory LLC / DE |
4 |
Manikay Partners, LLC |
4 |
First National Advisers, LLC |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class |
4 |
40 North Management LLC |
4 |
Israel Discount Bank of New York |
4 |
Marietta Investment Partners Llc |
4 |
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF |
4 |
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A |
4 |
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 |
4 |
Employers Holdings, Inc. |
4 |
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class |
4 |
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z |
4 |
MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF |
4 |
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class |
4 |
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares |
4 |
Curian Capital Llc |
4 |
Barings Funds Trust - Barings Global High Yield Fund Class A Shares |
4 |
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF |
4 |
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F |
4 |
ICA Group Wealth Management, LLC |
4 |
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF |
4 |
Citizens Business Bank |
4 |
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
4 |
APBAX - Cavanal Hill Funds - Active Core Fund Investor |
4 |
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares |
4 |
Drive Wealth Management, Llc |
4 |
QUAGX - QUAKER INVESTMENT TRUST - Quaker Impact Growth Fund Advisor Class |
4 |
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
4 |
Enterprise Trust & Investment Co |
4 |
Catamount Wealth Management |
4 |
Focus Financial Network Inc /adv |
4 |
Orbis Holdings Ltd |
4 |
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class |
4 |
Northstar Wealth Partners LLC |
4 |
Calamos Long/Short Equity & Dynamic Income Trust |
4 |
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF |
4 |
Personal Capital Advisors Corp |
4 |
Vicus Capital |
4 |
Heritage Trust Co |
4 |
DSAM Partners (London) Ltd |
4 |
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A |
4 |
Welch & Forbes Llc |
4 |
ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class |
4 |
Palo Capital, Inc. |
4 |
Modera Wealth Management, LLC |
4 |
Core Alternative Capital |
4 |
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund |
4 |
Leap Investments Lp |
4 |
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf |
4 |
Jump Trading, Llc |
4 |
OneAscent Financial Services LLC |
4 |
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A |
4 |
Emerald Mutual Fund Advisers Trust |
4 |
MidWestOne Financial Group, Inc. |
4 |
JDM Financial Group LLC |
4 |
Kempen Capital Management N.v. |
4 |
Clear Creek Financial Management, LLC |
4 |
Alexandria Capital, LLC |
4 |
ASB Consultores, LLC |
4 |
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional |
4 |
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y |
4 |
Creative Capital Management Investments LLC |
4 |
Cornerstone Advisors, LLC |
4 |
VBCVX - VALIC Co I - Systematic Value Fund |
4 |
Wealth Advisory Solutions, LLC |
4 |
Seizert Capital Partners, Llc |
4 |
Kessler Investment Group, LLC |
4 |
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
4 |
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional |
4 |
Armstrong Advisory Group, Inc |
4 |
Jackson Square Partners, LLC |
4 |
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
4 |
Northwest Financial Advisors |
4 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund |
4 |
Trifecta Capital Advisors, LLC |
4 |
Point View Wealth Management, Inc. |
4 |
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class |
4 |
Western Financial Corp/CA |
4 |
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class |
4 |
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A |
4 |
ACVF - ETF Opportunities Trust - American Conservative Values ETF |
4 |
Compton Capital Management Inc /ri |
4 |
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class |
4 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
4 |
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
4 |
Everpar Advisors Llc |
4 |
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A |
4 |
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
4 |
Chemical Bank |
4 |
Beck Capital Management, Llc |
4 |
William Blair Investment Management, Llc |
4 |
Signature Resources Capital Management, LLC |
4 |
JSF Financial, LLC |
4 |
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF |
4 |
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF |
4 |
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF |
4 |
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF |
4 |
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A |
4 |
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class |
4 |
Auxier Asset Management |
4 |
Ferguson Wellman Capital Management, Inc |
4 |
Nair Vinay |
4 |
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF |
4 |
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF |
4 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF |
4 |
American National Registered Investment Advisor, Inc. |
4 |
Clearview Wealth Advisors LLC |
4 |
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class |
4 |
Kendall Square Capital, LLC |
4 |
Spectrum Management Group, LLC |
4 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A |
4 |
E&G Advisors, LP |
4 |
SPX Equities Gestao de Recursos Ltda |
4 |
Semanteon Capital Management, LP |
4 |
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 |
4 |
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 |
4 |
Eminence Capital, Lp |
4 |
Adams Wealth Management |
4 |
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF |
4 |
Osborn Rohs Williams & Donohoe Ltd |
4 |
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class |
4 |
Cai Capital Management, Inc. |
4 |
Lloyd Advisory Services, LLC. |
4 |
Harbert Fund Advisors, Inc. |
4 |
Segment Wealth Management, LLC |
4 |
Pacifica Partners Inc. |
4 |
Everett Harris & Co /ca/ |
4 |
Keel Point, LLC |
4 |
Kornitzer Capital Management Inc /ks |
4 |
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A |
4 |
Rakuten Securities, Inc. |
4 |
University Of Texas/texas Am Investment Managment Co |
4 |
Glass Jacobson Investment Advisors llc |
4 |
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A |
4 |
Richard W. Paul & Associates, LLC |
4 |
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A |
4 |
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF |
4 |
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A |
4 |
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A |
4 |
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES |
4 |
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. |
4 |
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II |
4 |
Concert Wealth Management Inc. |
4 |
Principle Wealth Partners Llc |
4 |
TPG-AXON Management LP |
4 |
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class |
4 |
Passport Capital, LLC |
4 |
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class |
4 |
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A |
4 |
D L Carlson Investment Group Inc |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I |
4 |
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
4 |
Roosevelt Investment Group Llc |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I |
4 |
Winmill & Co. Inc |
4 |
Stock Yards Bank & Trust Co |
4 |
Flaharty Asset Management, LLC |
4 |
Cadian Capital Management, Lp |
4 |
Team Hewins, LLC |
4 |
McGlone Suttner Wealth Management, Inc. |
4 |
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional |
4 |
Koesten, Hirschmann & Crabtree, INC. |
4 |
Delap Wealth Advisory, Llc |
4 |
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF |
4 |
Personal Wealth Partners |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I |
4 |
Wintrust Investments Llc |
4 |
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional |
4 |
PEVC - Pacer Funds Trust - Pacer PE/VC ETF |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I |
4 |
Wilmington Trust, National Association |
4 |
Bedrijfstakpensioenfonds Voor De Media Pno |
4 |
Berger Financial Group, Inc |
4 |
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund |
4 |
HHG & Company, LLC |
4 |
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund |
4 |
Kula Investments, LLC |
4 |
Bridgeworth, LLC |
4 |
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A |
4 |
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
4 |
West Tower Group, LLC |
4 |
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class |
4 |
Mizuho Markets Americas Llc |
4 |
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A |
4 |
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
4 |
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class |
4 |
Northeast Financial Consultants Inc |
4 |
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF |
4 |
Stux Capital Management, LLC |
4 |
Db-x Exchange-traded Funds Inc. |
4 |
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
4 |
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF |
4 |
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF |
4 |
Worth Venture Partners, LLC |
4 |
Isi Strategy Fund Inc |
4 |
Applied Finance Capital Management, LLC |
4 |
Elite Wealth Management, Inc. |
4 |
Foundations Investment Advisors, LLC |
4 |
ACG Wealth |
4 |
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio |
4 |
Financial Engines Advisors L.L.C. |
4 |
Trust Point Inc. |
4 |
Sabadell Asset Management, S.A S.G.I.I.C |
4 |
Sound Shore Management Inc /ct/ |
4 |
EACBX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance 1-to-10 Year Laddered Corporate Bond Fund Class A |
4 |
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A |
4 |
Detwiler Fenton Investment Management LLC |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class |
4 |
Kensico Capital Management Corp |
4 |
Rikoon Group, LLC |
4 |
Linden Thomas Advisory Services, LLC |
4 |
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund |
4 |
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI |
4 |
Premier Path Wealth Partners, LLC |
4 |
Gw Henssler & Associates Ltd |
4 |
Rockbridge Investment Management, LCC |
4 |
DB Wealth Management Group, LLC |
4 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 |
4 |
PDS Planning, Inc |
4 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
4 |
Ibex Wealth Advisors |
4 |
TCF National Bank |
4 |
Compass Wealth Management LLC |
4 |
EFG Asset Management (Americas) Corp. |
4 |
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
4 |
HMS Capital Management, LLC |
4 |
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I |
4 |
Tourbillon Capital Partners, L.P. |
4 |
Summit Financial, LLC |
4 |
Ruedi Wealth Management, Inc. |
4 |
Wallace Advisory Group, LLC |
4 |
Ingalls & Snyder Llc |
4 |
Burns Matteson Capital Management, LLC |
4 |
Level Four Advisory Services, Llc |
4 |
Portman Square Capital LLP |
4 |
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 |
4 |
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF |
4 |
Gerstein Fisher |
4 |
RWM Asset Management, LLC |
4 |
TIMOTHY PLAN - Timothy Strategic Variable |
4 |
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
4 |
Symmetry Investments LP |
4 |
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A |
4 |
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A |
4 |
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A |
4 |
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
4 |
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A |
4 |
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF |
4 |
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I |
4 |
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund |
4 |
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
4 |
Mine & Arao Wealth Creation & Management, LLC. |
4 |
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund |
4 |
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV |
4 |
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV |
4 |
Lowe Brockenbrough & Co Inc |
4 |
American Funds Fundamental Investors |
4 |
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund |
4 |
Norway Savings Bank |
4 |
Windsor Creek Advisors, Llc |
4 |
Point72 Europe (London) LLP |
4 |
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
4 |
Teton Westwood Funds |
4 |
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I |
4 |
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund |
4 |
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
4 |
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund |
4 |
ENDW - EA Series Trust - Cambria Endowment Style ETF |
4 |
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
4 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio |
4 |
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A |
4 |
Ramirez Asset Management, Inc. |
4 |
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A |
4 |
RWDIX - Two Roads Shared Trust - Redwood Managed Volatility Fund Class I |
4 |
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
4 |
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class |
4 |
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF |
4 |
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
4 |
Watson Rebecca |
4 |
Mercer Capital Advisers, Inc. |
4 |
IWL - iSHARES TRUST - iShares Russell Top 200 ETF |
4 |
Verity & Verity, LLC |
4 |
Aft, Forsyth & Company, Inc. |
4 |
MEDI - Harbor ETF Trust - Harbor Health Care ETF |
4 |
Financiere des Professionnels - Fonds d,investissement inc. |
4 |
Norden Group Llc |
4 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I |
4 |
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
4 |
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF |
4 |
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class |
4 |
Corbenic Partners LLC |
4 |
Thomasville National Bank |
4 |
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
4 |
Buck Wealth Strategies, LLC |
4 |
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF |
4 |
Blue Granite Capital, LLC |
4 |
Generali Asset Management SPA SGR |
4 |
DIP - ETF Series Solutions - BTD Capital Fund |
4 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
4 |
IMG Wealth Management, Inc. |
4 |
Mascagni Wealth Management, Inc. |
4 |
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF |
4 |
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF |
4 |
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III |
4 |
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF |
4 |
Partners Capital Investment Group, Llp |
4 |
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 |
4 |
Alphasimplex Group, Llc |
4 |
Radnor Capital Management, LLC |
4 |
Aevitas Wealth Management, Inc. |
4 |
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares |
4 |
Tiaa Trust, National Association |
4 |
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I |
4 |
Steel Peak Wealth Management LLC |
4 |
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I |
4 |
S&co Inc |
4 |
Town & Country Bank & Trust CO dba First Bankers Trust CO |
4 |
Farmers & Merchants Trust Co of Chambersburg PA |
4 |
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF |
4 |
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio |
4 |
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I |
4 |
BluePath Capital Management, LLC |
4 |
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A |
4 |
Investors Research Corp |
4 |
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I |
4 |
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I |
4 |
Dowling & Yahnke Llc |
4 |
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares |
4 |
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A |
4 |
Your Advocates Ltd., LLP |
4 |
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares |
4 |
DecisionPoint Financial, LLC |
4 |
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares |
4 |
Halpern Financial, Inc. |
4 |
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I |
4 |
Watershed Asset Management, L.L.C. |
4 |
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class |
4 |
Eudaimonia Partners, LLC |
4 |
PFG Investments, LLC |
4 |
Firestone Capital Management |
4 |
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R |
4 |
Chesley Taft & Associates LLC |
4 |
Camden Capital, LLC |
4 |
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF |
4 |
Advanced Portfolio Management, LLC |
4 |
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund |
4 |
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund |
4 |
PACIFIC SELECT FUND - Intermediate Bond Portfolio P |
4 |
Focused Investors LLC |
4 |
Violich Capital Management, Inc. |
4 |
Vertex One Asset Management Inc. |
4 |
GMEZX - GuideStone Funds - Impact Equity Fund Investor |
4 |
West Oak Capital, LLC |
4 |
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
4 |
Hunting Hill Global Capital, LLC |
4 |
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
4 |
PLEBX - Aristotle Funds Series Trust - Aristotle ESG Core Bond Fund Class I |
4 |
Glenview Trust Co |
4 |
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV |
4 |
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF |
4 |
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund |
4 |
Community Financial Services Group, LLC |
4 |
AllianzGI Artificial Intelligence & Technology Opportunities Fund |
4 |
Sanders Morris Harris Llc |
4 |
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV |
4 |
AT Bancorp |
4 |
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV |
4 |
Woodmont Investment Counsel Llc |
4 |
Ghost Tree Capital, LLC |
4 |
IMA Wealth, Inc. |
4 |
Randolph Co Inc |
4 |
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A |
4 |
Kingswood Wealth Advisors, Llc |
4 |
Securian Funds Trust - SFT Core Bond Fund Class 1 |
4 |
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF |
4 |
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF |
4 |
Trust Department Mb Financial Bank N A |
4 |
Meridian Wealth Management, LLC |
4 |
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF |
4 |
Financial Advisors Network, Inc. |
4 |
Marquette Asset Management, LLC |
4 |
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
4 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I |
4 |
Midwest Professional Planners, LTD. |
4 |
CHICAGO TRUST Co NA |
4 |
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A |
4 |
Cpwm, Llc |
4 |
Portside Wealth Group, LLC |
4 |
Trust Co Of Virginia /va |
4 |
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A |
4 |
M&r Capital Management Inc |
4 |
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A |
4 |
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio |
4 |
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A |
4 |
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load |
4 |
Reston Wealth Management Llc |
4 |
FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio |
4 |
Accretive Wealth Partners, LLC |
4 |
Bbr Partners, Llc |
4 |
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
4 |
Tempus Wealth Planning, LLC |
4 |
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF |
4 |
Opal Wealth Advisors, LLC |
4 |
Stratos Wealth Advisors, LLC |
4 |
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF |
4 |
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N |
4 |
Provenance Wealth Advisors, LLC |
4 |
Ford Financial Group, LLC |
4 |
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A |
4 |
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A |
4 |
Boston Family Office Llc |
4 |
Mazama Capital Management Inc |
4 |
Annapolis Financial Services, LLC |
4 |
Marco Investment Management Llc |
4 |
REAP Financial Group, LLC |
4 |
Clean Yield Group |
4 |
Sound View Wealth Advisors, Llc |
4 |
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF |
4 |
LifePlan Financial Group, Inc |
4 |
Marex Group plc |
4 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I |
4 |
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class |
4 |
Humankind Investments LLC |
4 |
TCG Advisory Services, LLC |
4 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I |
4 |
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
4 |
Connacht Asset Management LP |
4 |
AlphaCore Capital LLC |
4 |
Wakefield Asset Management LLLP |
4 |
Concord Wealth Partners |
4 |
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund |
4 |
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
4 |
Beacon Capital Management, Inc. |
4 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I |
4 |
Jet Capital Investors L P |
4 |
J.w. Cole Advisors, Inc. |
4 |
Taylor Hoffman Wealth Management |
4 |
Resources Management Corp /ct/ /adv |
4 |
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A |
4 |
Mizuho Securities Co. Ltd. |
4 |
Vantage Investment Advisors, LLC |
4 |
Indiana Trust & Investment Management CO |
4 |
KRMA - Global X Funds - Global X Conscious Companies ETF |
4 |
Clear Harbor Asset Management, LLC |
4 |
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
4 |
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF |
4 |
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A |
4 |
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 |
4 |
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A |
4 |
PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I |
4 |
Pointe Capital Management LLC |
4 |
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I |
4 |
PACIFIC SELECT FUND - Bond Plus Portfolio Class P |
4 |
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
4 |
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund |
4 |
Apollon Wealth Management, LLC |
4 |
PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P |
4 |
True Link Financial Advisors, LLC |
4 |
Private Portfolio Partners Llc |
4 |
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y |
4 |
PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P |
4 |
Silphium Asset Management Ltd |
4 |
First National Bank of South Miami |
4 |
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund |
4 |
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class |
4 |
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund |
4 |
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class |
4 |
Burke & Herbert Bank & Trust Co |
4 |
Sittner & Nelson, Llc |
4 |
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares |
4 |
MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares |
4 |
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
4 |
Ipswich Investment Management Co., Inc. |
4 |
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF |
4 |
RMR Wealth Builders |
4 |
Deane Retirement Strategies, Inc. |
4 |
TCW ETF Trust - TCW Corporate Bond ETF |
4 |
Dakota Wealth Management |
4 |
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C |
4 |
Keystone Financial Group |
4 |
AdvisorShares Investments LLC |
4 |
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF |
4 |
CrestPoint Capital Management, LLC |
4 |
Financial Enhancement Group LLC |
4 |
Wingate Wealth Advisors, Inc. |
4 |
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class |
4 |
New York Life Investments Alternatives |
4 |
Cantor Fitzgerald, L. P. |
4 |
Argent Capital Management Llc |
4 |
PFG Private Wealth Management, LLC |
4 |
Chesapeake Wealth Management |
4 |
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
4 |
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A |
4 |
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A |
4 |
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
4 |
Independence Bank of Kentucky |
4 |
RiverPoint Capital Management, LLC |
4 |
CFIMX - Clipper Funds Trust - Clipper Funds Trust |
4 |
111 Capital |
4 |
Altium Wealth Management LLC |
4 |
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
4 |
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund |
4 |
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A |
4 |
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
4 |
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund |
4 |
Ameriflex Group, Inc. |
4 |
Boys Arnold & Co Inc |
4 |
Wealthstreet Investment Advisors, LLC |
4 |
Pathway Financial Advisors LLC |
4 |
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A |
4 |
55i, Llc |
4 |
Legacy Private Trust Co. |
4 |
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 |
4 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
4 |
Country Trust Bank |
4 |
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A |
4 |
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF |
4 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
4 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
4 |
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A |
4 |
Pimco High Income Fund |
4 |
Buckley Wealth Management, LLC |
4 |
Nuveen Credit Strategies Income Fund |
4 |
Bank Of The West |
4 |
West Branch Capital LLC |
4 |
Vermillion Wealth Management, Inc. |
4 |
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) |
4 |
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A |
4 |
NORTHERN FUNDS - U.S. Quality ESG Fund Class I |
4 |
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
4 |
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
4 |
HHM Wealth Advisors, LLC |
4 |
Capital City Trust Co/fl |
4 |
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
4 |
Strategy Asset Managers Llc |
4 |
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) |
4 |
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) |
4 |
Campbell Newman Asset Management Inc |
4 |
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares |
4 |
Lansforsakringar Fondforvaltning AB (publ) |
4 |
Arrow Financial Corp |
4 |
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF |
4 |
Pflug Koory, LLC |
4 |
Alpha Omega Wealth Management LLC |
4 |
Carmichael Hill & Associates, Inc. |
4 |
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S |
4 |
Deltec Asset Management Llc |
4 |
Clarus Wealth Advisors |
4 |
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares |
4 |
Private Bank & Trust Co |
4 |
Regent Investment Management LLC |
4 |
Baron Silver Stevens Financial Advisors, Llc |
4 |
Curi Wealth Management, LLC |
4 |
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF |
4 |
Forum Funds |
4 |
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
4 |
Everhart Financial Group, Inc. |
4 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I |
4 |
Gratus Capital LLC |
4 |
Monument Capital Management |
4 |
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
4 |
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I |
4 |
Westbourne Investment Advisors, Inc. |
4 |
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class |
4 |
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
4 |
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
4 |
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
4 |
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A |
4 |
Oddo Bhf Asset Management Sas |
4 |
LFA - Lugano Financial Advisors SA |
4 |
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares |
4 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
4 |
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund |
4 |
Aviance Capital Partners, LLC |
4 |
BSBAX - Northern Funds - Northern Short Bond Fund |
4 |
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund |
4 |
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional |
4 |
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y |
4 |
Fs Credit Income Fund |
4 |
Piscataqua Savings Bank |
4 |
BLB&B Advisors, LLC |
4 |
FirstMerit Bank N A Trustee |
4 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
4 |
MONTX - MONETTA TRUST - Monetta Fund |
4 |
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB |
4 |
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
4 |
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares |
4 |
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares |
4 |
Moody Lynn & Lieberson, Llc |
4 |
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares |
4 |
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
4 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
4 |
Whitener Capital Management, Inc. |
4 |
Sigma Capital Management Llc |
4 |
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF |
4 |
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z |
4 |
Loeb Partners Corp |
4 |
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H |
4 |
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF |
4 |
KAMES CAPITAL plc |
4 |
Pennsylvania Trust Co |
4 |
Semmax Financial Advisors Inc. |
4 |
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A |
4 |
Vivaldi Asset Management, LLC |
4 |
Overland Advisors, LLC |
4 |
Blackrock Enhanced Capital & Income Fund, Inc. |
4 |
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 |
4 |
AXS Investments LLC |
4 |
Blackstone Group Inc |
4 |
New England Securities Corp /MA/ |
4 |
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 |
4 |
JBF Capital, Inc. |
4 |
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A |
4 |
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
4 |
Gitterman Wealth Management, LLC |
4 |
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 |
4 |
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class |
4 |
Nfj Investment Group, Llc |
4 |
Vulcan Value Partners, LLC |
4 |
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
4 |
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares |
4 |
Miles Capital, Inc. |
4 |
Oaktree Capital Management Lp |
4 |
Eastern Bank |
4 |
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund |
4 |
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A |
4 |
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF |
4 |
Forte Capital Llc /adv |
4 |
Sierra Capital LLC |
4 |
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional |
4 |
Ssga Master Trust |
4 |
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares |
4 |
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
4 |
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. |
4 |
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A |
4 |
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
4 |
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class |
4 |
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
4 |
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares |
4 |
Stephenson National Bank & Trust |
4 |
FSA Wealth Management LLC |
4 |
Eaton Vance Tax Advantaged Dividend Income Fund |
4 |
Fma Advisory Inc |
4 |
Southpoint Capital Advisors LP |
4 |
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF |
4 |
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
4 |
Orrstown Financial Services Inc |
4 |
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio |
4 |
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
4 |
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF |
4 |
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A |
4 |
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A |
4 |
IPG Investment Advisors LLC |
4 |
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A |
4 |
Triumph Capital Management |
4 |
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF |
4 |
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A |
4 |
Cidel Asset Management Inc |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II |
4 |
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y |
4 |
Ostrum Asset Management U.s., Llc |
4 |
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF |
4 |
American Research & Management Co. |
4 |
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I |
4 |
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A |
4 |
VVMCX - VALIC Co I - Mid Cap Value Fund |
4 |
Lebenthal Holdings,LLC |
4 |
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional |
4 |
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares |
4 |
Transcend Wealth Collective, Llc |
4 |
Eagle Bay Advisors LLC |
4 |
Bbva Usa |
4 |
ORG Wealth Partners, LLC |
4 |
Bank Of Nova Scotia Trust Co |
4 |
Eisler Capital (UK) Ltd. |
4 |
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
4 |
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio |
4 |
Prudent Man Advisors, LLC |
4 |
Emerald Investment Partners, Llc |
4 |
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF |
4 |
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional |
4 |
Western Asset Variable Rate Strategic Fund Inc. |
4 |
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund |
4 |
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
4 |
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
4 |
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A |
4 |
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund |
4 |
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio |
4 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2029 |
4 |
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
4 |
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio |
4 |
Fairfield, Bush & Co. |
4 |
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund |
4 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2024 |
4 |
Resonant Capital Advisors, LLC |
4 |
Argent Advisors, Inc. |
4 |
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I |
4 |
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF |
4 |
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF |
4 |
Barrow Hanley Mewhinney & Strauss Llc |
4 |
Eaton Vance Enhanced Equity Income Fund Ii |
4 |
Ativo Capital Management LLC |
4 |
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund |
4 |
Crawford Investment Counsel Inc |
4 |
Chelsea Counsel Co |
4 |
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
4 |
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
4 |
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF |
4 |
Ariadne Wealth Management, LP |
4 |
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class |
4 |
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
4 |
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A |
4 |
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF |
4 |
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF |
4 |
Avitas Wealth Management LLC |
4 |
McElhenny Sheffield Capital Management, LLC |
4 |
Brand Asset Management Group, Inc. |
4 |
Verity Asset Management, Inc. |
4 |
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund |
4 |
Meridian Wealth Advisors, LLC |
4 |
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF |
4 |
CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class |
4 |
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio |
4 |
Scharf Investments, Llc |
4 |
Sabal Trust CO |
4 |
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio |
4 |
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS |
4 |
TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. |
4 |
Atlas Private Wealth Advisors |
4 |
Diversify Wealth Management, Llc |
4 |
First Allied Asset Management, Inc. |
4 |
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class |
4 |
Bourgeon Capital Management Llc |
4 |
STFGX - Advisers Investment Trust - State Farm Growth Fund |
4 |
TGSMX - TCW FUNDS INC - TCW Short Term Bond Fund I Class |
4 |
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class |
4 |
Landsberg, Bennett, & Dubbaneh LLC |
4 |
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class |
4 |
Varma Mutual Pension Insurance Co |
4 |
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A |
4 |
Binnacle Investments Inc |
4 |
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A |
4 |
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF |
4 |
J. Safra Sarasin Holding AG |
4 |
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S |
4 |
TKG Advisors, LLC |
4 |
Roof Eidam & Maycock/adv |
4 |
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A |
4 |
March Altus Capital Management LP |
4 |
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
4 |
Pacific Capital Wealth Advisors, Inc |
4 |
First United Bank Trust/ |
4 |
Center for Financial Planning, Inc. |
4 |
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
4 |
World Equity Group, Inc. |
4 |
Camden Asset Management L P /ca |
4 |
PACIFIC SELECT FUND - Comstock Portfolio Class I |
4 |
Outlook Wealth Advisors, LLC |
4 |
Bellecapital International Ltd. |
4 |
Ruffer LLP |
4 |
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I |
4 |
Blackrock Multi-sector Opportunities Trust |
4 |
PACIFIC SELECT FUND - Value Advantage Portfolio Class I |
4 |
SMITH HAYES Advisers, Inc |
4 |
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
4 |
Bdf-gestion |
4 |
Triangle Securities Wealth Management |
4 |
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
4 |
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
4 |
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund |
4 |
Widmann Financial Services, Inc. |
4 |
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF |
4 |
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
4 |
Lynx Investment Advisory |
4 |
Strategic Blueprint, LLC |
4 |
Glen Eagle Advisors, LLC |
4 |
Pictet & Cie (Europe) SA |
4 |
Ridgeworth Funds |
4 |
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund |
4 |
Pensionmark Financial Group, Llc |
4 |
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z |
4 |
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF |
4 |
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF |
4 |
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares |
4 |
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF |
4 |
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF |
4 |
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares |
4 |
Bremer Trust National Association |
4 |
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
4 |
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF |
4 |
Bradley Foster & Sargent Inc/ct |
4 |
NUSB - Nushares ETF Trust - Nuveen Ultra Short Income ETF |
4 |
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF |
4 |
Visionary Wealth Advisors |
4 |
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I |
4 |
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund |
4 |
Core Wealth Advisors, Inc. |
4 |
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A |
4 |
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ |
4 |
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF |
4 |
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) |
4 |
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund |
4 |
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
4 |
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV |
4 |
Dynamic Capital Management Ltd |
4 |
Hartford Financial Management Inc. |
4 |
Thunderbird Partners Llp |
4 |
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
4 |
Amplify ETF Trust - Amplify AI Powered Equity ETF |
4 |
Antipodean Advisors LLC |
4 |
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
4 |
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
4 |
Gladius Capital Management LP |
4 |
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
4 |
EVTR - Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF |
4 |
American Independence Financial Services LLC |
4 |
Firefly Value Partners, LP |
4 |
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF |
4 |
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I |
4 |
Sugar Maple Asset Management, LLC |
4 |
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
4 |
Lyrical Asset Management Lp |
4 |
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
4 |
VisionPoint Advisory Group, LLC |
4 |
RiverPark Advisors, LLC |
4 |
WealthTrust Fairport, LLC |
4 |
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares |
4 |
Kovack Advisors, Inc. |
4 |
Thurston, Springer, Miller, Herd & Titak, Inc. |
4 |
Lester Murray Antman dba SimplyRich |
4 |
OmniStar Financial Group, Inc. |
4 |
Orbis Investment Management (U.S.), LLC |
4 |
Sienna Gestion |
4 |
Orbis Allan Gray Ltd |
4 |
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 |
4 |
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio |
4 |
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 |
4 |
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A |
4 |
Steadfast Capital Management Lp |
4 |
Abacus Planning Group, Inc. |
4 |
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 |
4 |
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I |
4 |
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A |
4 |
Scion Asset Management, LLC |
4 |
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 |
4 |
Greenline Partners, LLC |
4 |
Sumitomo Life Insurance Co |
4 |
First National Trust Co |
4 |
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares |
4 |
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares |
4 |
Hilltop National Bank |
4 |
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
4 |
Graves-Light Private Wealth Management, Inc. |
4 |
Brandywine Oak Private Wealth Llc |
4 |
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III |
4 |
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I |
4 |
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I |
4 |
Central Pacific Bank - Trust Division |
4 |
Highline Capital Management, L.p. |
4 |
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF |
4 |
Private Advisors, LLC |
4 |
Diversify Advisory Services, LLC |
4 |
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
4 |
Omega Advisors Inc. |
4 |
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
4 |
Piper Sandler & Co. |
4 |
Lmp Capital & Income Fund Inc. |
4 |
Wealthbridge Capital Management, Llc |
4 |
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
4 |
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z |
4 |
Sig Brokerage, Lp |
4 |
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund |
4 |
Opera Trading Capital |
4 |
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
4 |
Human Investing LLC |
4 |
Reynders McVeigh Capital Management, LLC |
4 |
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P |
4 |
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
4 |
FRG Family Wealth Advisors LLC |
4 |
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
4 |
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class |
4 |
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
4 |
Pillar Pacific Capital Management Llc |
4 |
Vivaldi Opportunities Fund |
4 |
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund |
4 |
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A |
4 |
Cedar Wealth Management, LLC |
4 |
Obermeyer Wood Investment Counsel, Lllp |
4 |
Galaxy Capital Trading Ltd |
4 |
Ellis Investment Partners, LLC |
4 |
Fairway Wealth LLC |
4 |
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
4 |
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
4 |
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
4 |
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
4 |
Oppenheimer Global Multi-asset Growth Fund |
4 |
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
4 |
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF |
4 |
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T |
4 |
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. |
4 |
Focus Financial Network, Inc. |
4 |
Paulson Wealth Management Inc. |
4 |
Clearbridge, Llc |
4 |
Gluskin Sheff & Assoc Inc |
4 |
Triad Wealth Partners, LLC |
4 |
CarsonAllaria Wealth Management, Ltd. |
4 |
Flossbach Von Storch Ag |
4 |
Pax World Management Llc |
4 |
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
4 |
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
4 |
Scott & Selber, Inc. |
4 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
4 |
Bank Pictet & Cie (asia) Ltd |
4 |
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund |
4 |
Executive Wealth Management, LLC |
4 |
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class |
4 |
Horizons Etf Trust I |
4 |
RiverFront Investment Group, LLC |
4 |
Hood River Capital Management LLC |
4 |
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund |
4 |
Morton Brown Family Wealth, LLC |
4 |
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund |
4 |
Hudock, Inc. |
4 |
Advisors Capital Management, LLC |
4 |
AMG National Trust Bank |
4 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
4 |
Silicon Valley Capital Partners |
4 |
Healthcare Value Capital, LLC |
4 |
American Capital Advisory, LLC |
4 |
Seldon Capital Lp |
4 |
TFAFX - Collaborative Investment Series Trust - Tactical Growth Allocation Fund Class I |
4 |
Kelly Lawrence W & Associates Inc/ca |
4 |
Operose Advisors LLC |
4 |
Surevest, LLC |
4 |
SOL Capital Management CO |
4 |
BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares |
4 |
Northwestern Mutual Investment Services Llc |
4 |
Ruggie Capital Group |
4 |
BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares |
4 |
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF |
4 |
Amica Pension Fund Board Of Trustees |
4 |
Baker Ellis Asset Management LLC |
4 |
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) |
4 |
Tealwood Asset Management Inc |
4 |
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
4 |
SYG - SSGA Active Trust - SPDR MFS Systematic Growth Equity ETF |
4 |
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF |
4 |
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
4 |
SSHAX - SSGA Active Trust - State Street Defensive Global Equity Portfolio |
4 |
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF |
4 |
Raveneur Investment Group LP |
4 |
Courage Capital Management Llc |
4 |
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares |
4 |
SignalPoint Asset Management, LLC |
4 |
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares |
4 |
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
4 |
Van Leeuwen & Company, LLC |
4 |
Nelson Capital Management, LLC |
4 |
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A |
4 |
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A |
4 |
Twin Focus Capital Partners, Llc |
4 |
BCJ Capital Management, LLC |
4 |
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares |
4 |
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class |
4 |
Cutter & CO Brokerage, Inc. |
4 |
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A |
4 |
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
4 |
Basso Capital Management, L.p. |
4 |
S&t Bank/pa |
4 |
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares |
4 |
Ratan Capital Management LP |
4 |
Brooklands Fund Management Ltd |
4 |
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
4 |
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
4 |
Sendero Wealth Management, LLC |
4 |
Zullo Investment Group, Inc. |
4 |
Ada Investment Management, LP |
4 |
Beech Hill Advisors, Inc. |
4 |
Carret Asset Management, Llc |
4 |
Waratah Capital Advisors Ltd. |
4 |
Fieldview Capital Management, LLC |
4 |
Somerset Trust Co |
4 |
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class |
4 |
Stelac Advisory Services LLC |
4 |
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A |
4 |
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
4 |
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF |
4 |
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares |
4 |
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES |
4 |
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A |
4 |
Piershale Financial Group, Inc. |
4 |
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares |
4 |
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF |
4 |
Iron Financial, LLC |
4 |
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class |
4 |
Options Solutions, Llc |
4 |
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
4 |
Creekmur Asset Management LLC |
4 |
Havens Advisors Llc |
4 |
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I |
4 |
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund |
4 |
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
4 |
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I |
4 |
First Niagara Bank |
4 |
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
4 |
Impact Shares Trust I - Impact Shares MSCI Global Climate Select ETF |
4 |
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A |
4 |
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF |
4 |
VMAX - Lattice Strategies Trust - Hartford US Value ETF |
4 |
RUFF - ETF Opportunities Trust - Alpha Dog ETF |
4 |
Menora Mivtachim Holdings Ltd. |
4 |
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A |
4 |
Beaton Management Co. Inc. |
4 |
Cordatus Wealth Management LLC |
4 |
OTA Financial Group L.P. |
4 |
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class |
4 |
Siena Capital Llc |
4 |
Parkman Healthcare Partners LLC |
4 |
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
4 |
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A |
4 |
ARGI Investment Services, LLC |
4 |
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class |
4 |
Opseu Pension Plan Trust Fund |
4 |
Lake Street Financial Llc |
4 |
Great Valley Advisor Group, Inc. |
4 |
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I |
4 |
Karlinski Andrew C |
4 |
American Trust |
4 |
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I |
4 |
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF |
4 |
Bel Air Investment Advisors Llc |
4 |
Quantedge Capital Pte Ltd |
4 |
DSC Advisors, L.P. |
4 |
Canton Hathaway, LLC |
4 |
TPG Group Holdings (SBS) Advisors, Inc. |
4 |
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF |
4 |
Dynasty Wealth Management, Llc |
4 |
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class |
4 |
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares |
4 |
Stance Capital Llc |
3 |
Cox Capital Mgt LLC |
3 |
Curat Global, LLC |
3 |
Boenning & Scattergood, Inc. |
3 |
Consolidated Planning Corp |
3 |
Wcm Investment Management, Llc |
3 |
Cozad Asset Management Inc |
3 |
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF |
3 |
Choate Investment Advisors |
3 |
SPC Financial, Inc. |
3 |
Equitable Holdings, Inc. |
3 |
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF |
3 |
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund |
3 |
Kavar Capital Partners, LLC |
3 |
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 |
3 |
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
3 |
Odey Asset Management Group Ltd |
3 |
Fairtree Asset Management (Pty) Ltd |
3 |
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio |
3 |
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A |
3 |
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF |
3 |
American Beacon Apollo Total Return Fund |
3 |
Plimoth Trust Co Llc |
3 |
PKO Investment Management Joint-Stock Co |
3 |
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 |
3 |
Cooper Financial Group |
3 |
Delta Investment Management, LLC |
3 |
Hutchens Investment Management Inc |
3 |
Lavaca Capital Llc |
3 |
Trellus Management Company, LLC |
3 |
Kimelman & Baird, LLC |
3 |
New Age Alpha Funds Trust - NAA Allocation Fund Class C |
3 |
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A |
3 |
Mra Associates Usa Llc |
3 |
Arcadia Investment Management Corp/mi |
3 |
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
3 |
One68 Global Capital, LLC |
3 |
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES |
3 |
Acima Private Wealth, Llc |
3 |
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest |
3 |
National Penn Investors Trust Co /pa |
3 |
Summit Wealth & Retirement Planning, Inc. |
3 |
Laurel Wealth Advisors LLC |
3 |
Coastal Capital Group, Inc. |
3 |
Strategic Investment Advisors / MI |
3 |
Aristeia Capital Llc |
3 |
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) |
3 |
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A |
3 |
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
3 |
Smallcap World Fund Inc |
3 |
PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I |
3 |
TrinityPoint Wealth, LLC |
3 |
Ascent Wealth Partners, LLC |
3 |
MBM Wealth Consultants, LLC |
3 |
9258 Wealth Management, LLC |
3 |
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF |
3 |
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF |
3 |
Mawer Investment Management Ltd. |
3 |
Little House Capital Llc |
3 |
Eaton Vance Risk-managed Diversified Equity Income Fund |
3 |
Innealta Capital, Llc |
3 |
Canal Capital Management, LLC |
3 |
Eagle Capital Management Llc |
3 |
Pinney & Scofield, Inc. |
3 |
Rokos Capital Management LLP |
3 |
Mpwm Advisory Solutions, Llc |
3 |
Optima Fund Management Llc |
3 |
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A |
3 |
TENOR CAPITAL MANAGEMENT Co., L.P. |
3 |
Hoover Financial Advisors, Inc. |
3 |
Harvest Investment Services, LLC |
3 |
Parplus Partners |
3 |
MSD Partners, L.P. |
3 |
First Commonwealth Financial Corp /pa/ |
3 |
Salomon & Ludwin, LLC |
3 |
Nalls Sherbakoff Group, Llc |
3 |
Guidance Point Advisors, LLC |
3 |
MorganRosel Wealth Management, LLC |
3 |
Full Sail Capital, LLC |
3 |
Cynosure Management, Llc |
3 |
Meridiem Capital Partners LP |
3 |
Gyl Financial Synergies, Llc |
3 |
Brendel Financial Advisors LLC |
3 |
Western Wealth Management, LLC |
3 |
Stock Portfolio - Stock Portfolio |
3 |
Cypress Capital, LLC |
3 |
Eaton Vance Tax-advantaged Bond & Option Strategies Fund |
3 |
Lake Point Wealth Management |
3 |
Fulcrum Equity Management |
3 |
Ninety One SA (PTY) Ltd |
3 |
Centric Wealth Management |
3 |
Occidental Asset Management, LLC |
3 |
Alteri Wealth LLC |
3 |
Castlekeep Investment Advisors Llc |
3 |
Cary Street Partners Financial Llc |
3 |
Private Capital Advisors, Inc. |
3 |
Bangor Savings Bank |
3 |
Kmg Fiduciary Partners, Llc |
3 |
Quantessence Capital LLC |
3 |
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares |
3 |
Patriot Investment Management Inc. |
3 |
Rossby Financial, LCC |
3 |
Next Financial Holdings |
3 |
Quest 10 Wealth Builders, Inc. |
3 |
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class |
3 |
Julex Capital Management, Llc |
3 |
Principal Street Partners, LLC |
3 |
RBA Wealth Management, LLC |
3 |
Toews Corp /adv |
3 |
Redwood Park Advisors LLC |
3 |
Sound View Wealth Advisors Group, LLC |
3 |
Putnam High Yield Trust |
3 |
Guggenheim Equal Weight Enhanced Equity Income Fund |
3 |
Nicholas Money Market Fund Inc |
3 |
denkapparat Operations GmbH |
3 |
Rs Variable Products Trust |
3 |
BIT Capital GmbH |
3 |
S.A. Mason LLC |
3 |
Cadence Bank Na |
3 |
Nuveen Credit Opportunities 2022 Target Term Fund |
3 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 |
3 |
Gabelli Equity Trust Inc |
3 |
American Fidelity Dual Strategy Fund Inc |
3 |
Ntv Asset Management Llc |
3 |
SeaBridge Investment Advisors LLC |
3 |
Linscomb & Williams, Inc. |
3 |
Runnymede Capital Advisors, Inc. |
3 |
Ramius Advisors Llc |
3 |
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
3 |
Kiker Wealth Management, LLC |
3 |
Tiger Global Management Llc |
3 |
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A |
3 |
Delaware Vip Trust - Delaware Vip Value Series Standard Class |
3 |
Generali Investments, Management Co LLC |
3 |
Ilmarinen Mutual Pension Insurance Co |
3 |
Flagship Wealth Advisors, Llc |
3 |
Ashfield Capital Partners, LLC |
3 |
Curio Wealth, Llc |
3 |
Gwn Securities Inc. |
3 |
Gabelli Convertible & Income Securities Fund Inc |
3 |
Poinciana Advisors Group, Llc |
3 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
3 |
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A |
3 |
Atala Financial Inc |
3 |
RWC Asset Management LLP |
3 |
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y |
3 |
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
3 |
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
3 |
Constellation Wealth Advisors, LLC |
3 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y |
3 |
ATTYX - AB BOND FUND, INC. - AB Tax-Aware Fixed Income Portfolio Advisor Class |
3 |
Generali Investments CEE, investicni spolecnost, a.s. |
3 |
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N |
3 |
PLCY - Listed Funds Trust - EventShares U.S. Legislative Opportunities ETF |
3 |
Vision Financial Markets Llc |
3 |
Synergy Investment Management, LLC |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II |
3 |
Cobblestone Capital Advisors Llc /ny/ |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. VALUE OPPORTUNITIES FUND Series I |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I |
3 |
Td Asset Management Usa Funds Inc. |
3 |
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A |
3 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I |
3 |
Pettee Investors, Inc. |
3 |
Cranbrook Wealth Management, LLC |
3 |
FGINX - First Investors Equity Funds - First Investors Growth & Income Fund Class A |
3 |
PARUS FINANCE (UK) Ltd |
3 |
Clear Investment Research, Llc |
3 |
Investment Counselors Of Maryland Llc |
3 |
Fedenia Advisers LLC |
3 |
Bank of Jackson Hole Trust |
3 |
Bell Bank |
3 |
Vestor Capital, Llc |
3 |
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A |
3 |
Asset Planning,Inc |
3 |
Meridian Management Co |
3 |
LGROW - First Investors Life Series Funds - First Investors Life Series Growth & Income Fund |
3 |
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income |
3 |
Prudential Global Short Duration High Yield Fund, Inc. |
3 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 |
3 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A |
3 |
Ayalon Holdings Ltd. |
3 |
STTIX - Exchange Place Advisors Trust - North Square Core Plus Bond Fund Class I |
3 |
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A) |
3 |
Lee Danner & Bass Inc |
3 |
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) |
3 |
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
3 |
Jnl Series Trust - Jnl/s&p Intrinsic Value Fund (a) |
3 |
MYCG - SSGA Active Trust - SPDR SSGA My2027 Corporate Bond ETF |
3 |
Ninety One North America, Inc. |
3 |
Avantra Family Wealth, Inc. |
3 |
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF |
3 |
Bank Hapoalim Bm |
3 |
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF |
3 |
Retirement Wealth Solutions LLC |
3 |
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
3 |
AMLCX - AlphaMark Investment Trust - AlphaMark Large Cap Growth Fund |
3 |
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
3 |
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF |
3 |
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A |
3 |
Master Focus Growth Llc - Master Focus Growth Llc |
3 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
3 |
K.J. Harrison & Partners Inc |
3 |
NSRIX - Northern Funds - Northern Global Sustainability Index Fund |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB |
3 |
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB |
3 |
Lbmc Investment Advisors, Llc |
3 |
Goelzer Investment Management, Inc. |
3 |
SCUS - SCHWAB STRATEGIC TRUST - Schwab Ultra-Short Income ETF |
3 |
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A |
3 |
Mindset Wealth Management, Llc |
3 |
Putnam High Income Securities Fund |
3 |
Alpine Bank Wealth Management |
3 |
MidAtlantic Capital Management, Inc. |
3 |
BTC Capital Management, Inc. |
3 |
HOSGX - HOMESTEAD FUNDS INC - Short-Term Government Securities Fund |
3 |
Concord Asset Management, LLC/VA |
3 |
HOVLX - HOMESTEAD FUNDS INC - Value Fund |
3 |
Palouse Capital Management, Inc. |
3 |
Voya Global Equity Dividend & Premium Opportunity Fund |
3 |
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF |
3 |
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC |
3 |
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC |
3 |
Voya Global Advantage & Premium Opportunity Fund |
3 |
Garde Capital, Inc. |
3 |
VCVLX - VANGUARD MALVERN FUNDS - Vanguard Capital Value Fund Investor Shares |
3 |
Cooperman Leon G |
3 |
Net Worth Advisory Group |
3 |
RSSL - Global X Funds - Global X Russell 2000 ETF |
3 |
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF |
3 |
Investors Asset Management Of Georgia Inc /ga/ /adv |
3 |
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I |
3 |
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
3 |
Paragon Capital Management Inc |
3 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2023 |
3 |
Cannon Financial Strategists, Inc. |
3 |
EHLS - Tidal Trust II - Even Herd Long Short ETF |
3 |
Iridian Asset Management Llc/ct |
3 |
Advanced Series Trust - Ast Small-cap Value Portfolio |
3 |
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio |
3 |
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A |
3 |
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio |
3 |
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class |
3 |
Aviso Financial Inc. |
3 |
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares |
3 |
PFG Advisors |
3 |
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio |
3 |
Morgens Waterfall Vintiadis & Co Inc |
3 |
Advanced Series Trust - Ast Mid-cap Growth Portfolio |
3 |
FFCYX - AB CAP FUND, INC. - AB FlexFee Core Opportunities Portfolio Advisor Class |
3 |
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
3 |
Chris Bulman Inc |
3 |
CacheTech Inc. |
3 |
Fiduciary Financial Group, Llc |
3 |
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
3 |
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
3 |
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
3 |
Bank & Trust Co |
3 |
COIAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Conservative Income Fund Class F |
3 |
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund |
3 |
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
3 |
Brown, Lisle/cummings, Inc. |
3 |
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
3 |
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares |
3 |
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
3 |
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV |
3 |
Investment Centers Of America Inc |
3 |
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R |
3 |
MD Financial Management Inc. |
3 |
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares |
3 |
Ballew Advisors, Inc |
3 |
Beese Fulmer Investment Management, Inc. |
3 |
M&G Plc |
3 |
Fpc Investment Advisory, Inc. |
3 |
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares |
3 |
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I |
3 |
Townsend & Associates, Inc |
3 |
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I |
3 |
PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I |
3 |
Aspiriant, Llc |
3 |
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A |
3 |
Tower View Investment Management & Research LLC |
3 |
North Star Asset Management Inc |
3 |
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares |
3 |
Unison Advisors LLC |
3 |
Focused Investors Fund L P |
3 |
Hudson Capital Management LLC |
3 |
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A |
3 |
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A |
3 |
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund |
3 |
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund |
3 |
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund |
3 |
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A |
3 |
JGBIX - JANUS INVESTMENT FUND - Janus Henderson Global Bond Fund Class I |
3 |
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF |
3 |
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF |
3 |
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
3 |
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF |
3 |
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF |
3 |
Osterweis Capital Management Inc |
3 |
WoodTrust Financial Corp |
3 |
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A |
3 |
RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A |
3 |
KCS Wealth Advisory |
3 |
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund |
3 |
Texas Yale Capital Corp. |
3 |
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III |
3 |
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
3 |
Affiance Financial, LLC |
3 |
Beaumont Financial Partners, LLC |
3 |
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF |
3 |
Long Focus Capital Management, Llc |
3 |
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF |
3 |
SYV - SSGA Active Trust - SPDR MFS Systematic Value Equity ETF |
3 |
Fairman Group, LLC |
3 |
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF |
3 |
Argentus Capital Management, LLC |
3 |
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A |
3 |
GATEX - Gateway Trust - Gateway Fund Class A Shares |
3 |
North Forty Management, LLC |
3 |
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A |
3 |
waypoint wealth counsel |
3 |
Sompo Japan Nipponkoa Asset Management Co.,ltd. |
3 |
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A |
3 |
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
3 |
Cito Capital Group, LLC |
3 |
Close Asset Management Ltd |
3 |
Carnick & Kubik, LLC |
3 |
Ables, Iannone, Moore & Associates, Inc. |
3 |
Richardson Financial Services Inc. |
3 |
Estabrook Capital Management |
3 |
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF |
3 |
Opus Capital Group, LLC |
3 |
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF |
3 |
Mesirow Financial Investment Management, Inc. |
3 |
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional |
3 |
Mountain Capital Investment Advisors, Inc |
3 |
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF |
3 |
QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio |
3 |
Cfm Wealth Partners Llc |
3 |
ESIYX - WELLS FARGO FUNDS TRUST - Wells Fargo International Bond Fund Class A |
3 |
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
3 |
Fiduciary Group LLC |
3 |
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A |
3 |
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class |
3 |
Honeywell International Inc |
3 |
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund |
3 |
Americafirst Quantitative Trust - Americafirst Defensive Growth & Income Portfolio, Series 2 |
3 |
Burnham Asset Management Corp /ny/ |
3 |
Able Wealth Management LLC |
3 |
Voisard Asset Management Group, Inc. |
3 |
Hobbs Group Advisors, LLC |
3 |
Sanibel Captiva Trust Company, Inc. |
3 |
Trust Co Of Toledo Na /oh/ |
3 |
Hermes Investment Management Ltd |
3 |
Regal Wealth Group, Inc. |
3 |
Long Island Wealth Management, Inc. |
3 |
Ccm Investment Advisers Llc |
3 |
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
3 |
Ikarian Capital, LLC |
3 |
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A |
3 |
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IA |
3 |
Summit Financial Group, Inc. |
3 |
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB |
3 |
Quadcap Wealth Management, LLC |
3 |
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IA |
3 |
Main Street Group, LTD |
3 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
3 |
Exome Asset Management LLC |
3 |
Battery Global Advisors, LLC |
3 |
LM Advisors LLC |
3 |
Letko, Brosseau & Associates Inc |
3 |
Caitlin John, LLC |
3 |
English Capital Management Llc |
3 |
FMEDX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Medicine Fund |
3 |
Watermark Asset Management, Inc. |
3 |
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA |
3 |
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB |
3 |
Narwhal Capital Management |
3 |
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA |
3 |
Modern Wealth Management, LLC |
3 |
Bfsg, Llc |
3 |
Fortaleza Asset Management Inc/ |
3 |
R. G. Niederhoffer Capital Management Inc |
3 |
Holderness Investments Co |
3 |
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB |
3 |
Vermillion & White Wealth Management Group, LLC |
3 |
Pinnacle Summer Investments, Inc. |
3 |
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A |
3 |
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A |
3 |
Tiaa Cref Trust Co Fsb/mo |
3 |
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares |
3 |
Old Dominion Capital Management Inc |
3 |
Kanawha Capital Management Llc |
3 |
Sandell Asset Management Corp |
3 |
FCG Investment Co |
3 |
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class |
3 |
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class |
3 |
Callan Capital, LLC |
3 |
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
3 |
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A |
3 |
PenderFund Capital Management Ltd. |
3 |
Family Legacy, Inc. |
3 |
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z |
3 |
Tidemark, LLC |
3 |
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares |
3 |
Morse Asset Management, Inc |
3 |
Dunvegan Associates, Inc. |
3 |
New Century Financial Group, LLC |
3 |
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares |
3 |
Parsec Financial Management, Inc. |
3 |
NDVR, Inc. |
3 |
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A |
3 |
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A |
3 |
North Tide Capital, Llc |
3 |
Middleton & Co Inc/ma |
3 |
Whalerock Point Partners, Llc |
3 |
Quotient Wealth Partners, LLC |
3 |
Pettyjohn, Wood & White, Inc |
3 |
Sentinel Trust Co Lba |
3 |
Access Investment Management LLC |
3 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 |
3 |
Lincoln Capital Corp |
3 |
BNY MELLON VARIABLE INVESTMENT FUND - Quality Bond Portfolio - Initial Shares |
3 |
MeadowBrook Investment Advisors LLC |
3 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Multisector Income VIP Class A |
3 |
Barlow Wealth Partners, Inc. |
3 |
AJOVista, LLC |
3 |
Hengehold Capital Management Llc |
3 |
Bare Financial Services, Inc |
3 |
Hara Capital LLC |
3 |
Grisanti Capital Management LLC |
3 |
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A |
3 |
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class |
3 |
Diligent Investors, LLC |
3 |
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A |
3 |
Sentry LLC |
3 |
PHH Investments, Ltd. |
3 |
HTLF Bank |
3 |
Naples Money Management LLC |
3 |
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class |
3 |
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class |
3 |
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class |
3 |
Rs Investment Management Co Llc |
3 |
Pacific Center for Financial Services |
3 |
King Wealth |
3 |
Sapient Capital Llc |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I |
3 |
Custom Index Systems, Llc |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I |
3 |
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
3 |
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I |
3 |
Howard Wealth Management, Llc |
3 |
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
3 |
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T |
3 |
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T |
3 |
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T |
3 |
Mondrian Investment Partners LTD |
3 |
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
3 |
Tritonpoint Wealth, Llc |
3 |
Aurora Private Wealth, Inc. |
3 |
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares |
3 |
Markston International Llc |
3 |
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
3 |
R&F Capital Advisors LP |
3 |
Tiger Eye Capital LLC |
3 |
Intrinsic Edge Capital Management LLC |
3 |
BKM Wealth Management, LLC |
3 |
Leelyn Smith, LLC |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3 |
3 |
Jamison Private Wealth Management, Inc. |
3 |
Neuburgh Advisers LLC |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3 |
3 |
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 |
3 |
Chescapmanager LLC |
3 |
GQG Partners LLC |
3 |
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares |
3 |
HCR Wealth Advisors |
3 |
CGCB - Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF Share Class |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3 |
3 |
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF |
3 |
Capital Investment Advisors, LLC |
3 |
Camden National Bank |
3 |
Allen Mooney & Barnes Investment Advisors LLC |
3 |
Secure Asset Management, LLC |
3 |
Fragasso Group Inc. |
3 |
Wendell David Associates Inc |
3 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A |
3 |
Adirondack Trust Co |
3 |
KPP Advisory Services LLC |
3 |
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class |
3 |
Anderson Hoagland & Co |
3 |
Aft, Forsyth & Sober, LLC |
3 |
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund |
3 |
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative |
3 |
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF |
3 |
Sumitomo Mitsui Financial Group, Inc. |
3 |
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A |
3 |
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A |
3 |
ROE - EA Series Trust - Astoria US Quality Kings ETF |
3 |
Mastrapasqua Asset Management Inc |
3 |
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF |
3 |
Hyman Charles D |
3 |
Barr E S & Co |
3 |
FMED - FIDELITY COVINGTON TRUST - Fidelity Disruptive Medicine ETF |
3 |
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
3 |
Total Investment Management Inc |
3 |
CGC Financial Services, LLC |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
3 |
Baldwin Investment Management, LLC |
3 |
Lyell Wealth Management, Lp |
3 |
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R |
3 |
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C |
3 |
Great Diamond Partners, LLC |
3 |
Bowie Capital Management, LLC |
3 |
MSSGX - MORGAN STANLEY INSTITUTIONAL FUND INC - Inception Portfolio CLASS I |
3 |
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A |
3 |
Lehman Financial Resources, Inc. |
3 |
Parnassus Investments /ca |
3 |
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A |
3 |
Northwest Quadrant Wealth Management, LLC |
3 |
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
3 |
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
3 |
Cubic Asset Management, LLC |
3 |
Edgemoor Investment Advisors, Inc. |
3 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial |
3 |
Genus Capital Management Inc. |
3 |
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A |
3 |
Cherry Tree Wealth Management, LLC |
3 |
Elevatus Welath Management |
3 |
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I |
3 |
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class |
3 |
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N |
3 |
Nemes Rush Group LLC |
3 |
River Road Asset Management, LLC |
3 |
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF |
3 |
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
3 |
FIGDX - FIDELITY SALEM STREET TRUST - Fidelity Series Sustainable Investment Grade Bond Fund |
3 |
Camelot Portfolios, LLC |
3 |
QV Investors Inc. |
3 |
PENN SERIES FUNDS INC - Mid Core Value Fund |
3 |
PENN SERIES FUNDS INC - Smid Cap Growth Fund |
3 |
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
3 |
PENN SERIES FUNDS INC - Limited Maturity Bond Fund |
3 |
PENN SERIES FUNDS INC - Large Core Value Fund |
3 |
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S |
3 |
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I |
3 |
TUSFX - TRANSAMERICA FUNDS - Transamerica UltraShort Bond I |
3 |
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I |
3 |
Atomi Financial Group, Inc. |
3 |
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund |
3 |
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3 |
3 |
Empower Advisory Group, LLC |
3 |
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
3 |
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
3 |
Elgethun Capital Management |
3 |
Barry Investment Advisors, LLC |
3 |
3Chopt Investment Partners, LLC |
3 |
PCA Investment Advisory Services Inc. |
3 |
Pine Valley Investments Ltd Liability Co |
3 |
Imprint Wealth LLC |
3 |
Wealth Architects, LLC |
3 |
Stokes Family Office, LLC |
3 |
Rothschild Investment Corp /il |
3 |
Nwq Investment Management Company, Llc |
3 |
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I |
3 |
Roanoke Asset Management Corp/ Ny |
3 |
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
3 |
AMJ Financial Wealth Management |
3 |
TBH Global Asset Management, LLC |
3 |
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
3 |
Pinnacle Wealth Management Advisory Group, LLC |
3 |
West Bancorporation Inc |
3 |
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 |
3 |
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class |
3 |
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
3 |
Barrett & Company, Inc. |
3 |
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares |
3 |
Private Advisory Group LLC |
3 |
Nilsine Partners, LLC |
3 |
DYLS - WisdomTree Trust - WisdomTree Dynamic Long/Short U.S. Equity Fund N/A |
3 |
Accident Compensation Corp |
3 |
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A |
3 |
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I |
3 |
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I |
3 |
JPIAX - JPMorgan Trust I - JPMorgan Intrepid America Fund Class I |
3 |
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I |
3 |
Foster & Motley Inc |
3 |
Zrc Wealth Management, Llc |
3 |
Sage Capital Management, LLC |
3 |
Rainier Group Investment Advisory LLC |
3 |
Corbett Road Capital Management, Llc |
3 |
Wellington Shields & Co., LLC |
3 |
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A |
3 |
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF |
3 |
Dg Capital Management Inc |
3 |
Eaton Financial Holdings Company, LLC |
3 |
Authentikos Wealth Advisory, LLC |
3 |
STXK - EA Series Trust - Strive Small-Cap ETF |
3 |
Paragon Wealth Strategies, LLC |
3 |
Field & Main Bank |
3 |
Innovator ETFs Trust - Innovator Equity Managed Floor ETF |
3 |
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
3 |
Putnam ETF Trust - Putnam ESG Ultra Short ETF - |
3 |
Atlas Private Wealth Management |
3 |
Putnam ETF Trust - Putnam ESG Core Bond ETF - |
3 |
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
3 |
Heartland Advisors Inc |
3 |
Acrisure Capital Management, LLC |
3 |
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z |
3 |
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
3 |
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I |
3 |
VICTORY VARIABLE INSURANCE FUNDS - Victory Variable Insurance Diversified Stock Fund Class A |
3 |
Milestone Investment Advisors LLC |
3 |
Philadelphia Trust Co |
3 |
Bnp Paribas |
3 |
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) |
3 |
HIAVX - Hartford Series Fund Inc - Hartford Value Hls Fund Ia |
3 |
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV |
3 |
Asset Planning Services, Ltd. |
3 |
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV |
3 |
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV |
3 |
Clearwater Capital Advisors, LLC |
3 |
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF |
3 |
Marks Group Wealth Management, Inc |
3 |
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
3 |
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
3 |
Rockland Trust Co |
3 |
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
3 |
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S |
3 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
3 |
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
3 |
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
3 |
Bbjs Financial Advisors, Llc |
3 |
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund |
3 |
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
3 |
Osborne Partners Capital Management, Llc |
3 |
Brave Asset Management Inc |
3 |
Channing Capital Management, LLC |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class |
3 |
HBC Financial Services, PLLC |
3 |
Guidant Wealth Advisors |
3 |
Jacobus Wealth Management, Inc. |
3 |
Peregrine Capital Management Llc |
3 |
Anfield Capital Management, LLC |
3 |
Live Oak Investment Partners |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class |
3 |
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF |
3 |
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A |
3 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
3 |
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class |
3 |
Boone Capital Management Llc |
3 |
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class |
3 |
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class |
3 |
Caden Capital Partners, Lp |
3 |
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
3 |
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class |
3 |
Left Brain Wealth Management, LLC |
3 |
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I |
3 |
Greenland Capital Management LP |
3 |
Grey Fox Wealth Advisors, LLC |
3 |
Mosaic Family Wealth Partners, Llc |
3 |
Yellowstone Partners, LLC |
3 |
Longbow Finance SA |
3 |
Vanguard Explorer Fund |
3 |
Beverly Hills Private Wealth, LLC |
3 |
Carr Financial Group Corp |
3 |
Probity Advisors, Inc. |
3 |
Delta Financial Group, Inc. |
3 |
Insigneo Advisory Services, Llc |
3 |
Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund |
3 |
Nicholas Hoffman & Company, LLC. |
3 |
Nuveen Fund Advisors, LLC |
3 |
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional |
3 |
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional |
3 |
Eisler Capital (US) LLC |
3 |
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional |
3 |
MRP Capital Investments, LLC |
3 |
Alerus Financial Na |
3 |
PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional |
3 |
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
3 |
New Hampshire Trust |
3 |
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class |
3 |
Boussard & Gavaudan Asset Management LP |
3 |
Antonetti Capital Management LLC |
3 |
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class |
3 |
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund |
3 |
Allegiance Financial Group Advisory Services LLC |
3 |
Redwood Wealth Management Group, LLC |
3 |
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF |
3 |
Cowen Prime Services LLC |
3 |
VitalStone Financial, LLC |
3 |
Legg Mason Investment Counsel & Trust Co., N.A. |
3 |
Chapin Davis, Inc. |
3 |
Train Babcock Advisors Llc |
3 |
Northern Financial Advisors Inc |
3 |
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF |
3 |
Polen Capital Management Llc |
3 |
Kms Financial Services, Inc |
3 |
Riverbridge Partners Llc |
3 |
Community Bank System, Inc. |
3 |
Prentiss Smith & Co Inc |
3 |
Buckingham Capital Management, Inc. |
3 |
Deroy & Devereaux Private Investment Counsel Inc |
3 |
Ashford Capital Management Inc |
3 |
Cyndeo Wealth Partners, LLC |
3 |
Daymark Wealth Partners, Llc |
3 |
Austin Private Wealth, LLC |
3 |
Catalyst Financial Partners Llc |
3 |
683 Capital Management, LLC |
3 |
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2 |
3 |
Global Wealth Strategies & Associates |
3 |
Gallacher Capital Management LLC |
3 |
Aurora Investment Counsel |
3 |
Nbt Bank N A /ny |
3 |
General Partner, Inc. |
3 |
Alpha Cubed Investments, LLC |
3 |
Visionary Asset Management, Inc. |
3 |
Loeb Offshore Management LP |
3 |
Madison Asset Management, LLC |
3 |
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
3 |
Okabena Investment Services Inc |
3 |
Rail-Splitter Capital Management, LLC |
3 |
Hodges Capital Management Inc. |
3 |
Wunderlich Capital Managemnt |
3 |
Bragg Financial Advisors, Inc |
3 |
PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund |
3 |
Brewin Dolphin Wealth Management Ltd |
3 |
Trust Investment Advisors |
3 |
Premier Fund Managers Ltd |
3 |
Markel Corp |
3 |
Re Advisers Corp |
3 |
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF |
3 |
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class |
3 |
Romano Brothers And Company |
3 |
Board of Trustees of The Leland Stanford Junior University |
3 |
BVOIX - Advisors' Inner Circle Fund III - BARROW HANLEY US VALUE OPPORTUNITIES FUND I Shares |
3 |
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF |
3 |
Gmt Capital Corp |
3 |
Coston, McIsaac & Partners |
3 |
WealthPlan Investment Management, LLC |
3 |
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF |
3 |
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2 |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y |
3 |
Grayhawk Investment Strategies Inc. |
3 |
Scarborough Advisors, LLC |
3 |
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
3 |
Friess Associates Llc |
3 |
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
3 |
Brookside Capital Management Llc |
3 |
Altrinsic Global Advisors Llc |
3 |
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund |
3 |
Shenkman Capital Management Inc |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio |
3 |
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio |
3 |
North Run Capital, Lp |
3 |
Marcum Wealth, LLC |
3 |
Triasima Portfolio Management inc. |
3 |
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
3 |
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A |
3 |
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
3 |
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares |
3 |
OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class |
3 |
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class |
3 |
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF |
3 |
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares |
3 |
Kavi Asset Management, LP |
3 |
TAM Capital Management Inc. |
3 |
Omni Partners Llp |
3 |
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I |
3 |
Willner & Heller, Llc |
3 |
Kerrisdale Advisers, LLC |
3 |
TFADX - Tactical Investment Series Trust - TFA Multidimensional Tactical Fund Class A |
3 |
Green Valley Investors Llc |
3 |
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF |
3 |
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF |
3 |
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A |
3 |
IPDP - Listed Funds Trust - Dividend Performers ETF |
3 |
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class |
3 |
L.m. Kohn & Company |
3 |
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class |
3 |
Cape Cod Five Cents Savings Bank |
3 |
Angeles Wealth Management, Llc |
3 |
Texas Capital Bank Wealth Management Services Inc |
3 |
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I |
3 |
Otter Creek Advisors, LLC |
3 |
FJ Capital Management LLC |
3 |
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class |
3 |
Worth Asset Management, LLC |
3 |
Greenwood Capital Associates Llc |
3 |
MIG Capital, LLC |
3 |
Redwood Investments, LLC |
3 |
Empirical Asset Management, LLC |
3 |
Payden & Rygel |
3 |
Hazlett, Burt & Watson, Inc. |
3 |
LGT Fund Management Co Ltd. |
3 |
Deimos Asset Management LLC |
3 |
Physicians Financial Services, Inc. |
3 |
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C |
3 |
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
3 |
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
3 |
Game Plan Financial Advisors, LLC |
3 |
Ray Gerald L & Associates Ltd |
3 |
OAKLX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Select Fund Investor Class |
3 |
Demars Financial Group, LLC |
3 |
OAKGX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Fund Investor Class |
3 |
OAKWX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Select Fund Investor Class |
3 |
Capital Impact Advisors, LLC |
3 |
Analyst IMS Investment Management Services Ltd. |
3 |
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class |
3 |
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class |
3 |
AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 |
3 |
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class |
3 |
Walter & Keenan Financial Consulting Co /mi/ /adv |
3 |
Meritage Group LP |
3 |
Ranger Investment Management, L.P. |
3 |
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares |
3 |
Westend Capital Management LLC |
3 |
Ibex Investors LLC |
3 |
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio |
3 |
Mandatum Life Insurance Co Ltd |
3 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
3 |
Farmers National Bank |
3 |
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
3 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
3 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional |
3 |
Twin Securities, Inc. |
3 |
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class |
3 |
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF |
3 |
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares |
3 |
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF |
3 |
Partners Group Holding AG |
3 |
BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares |
3 |
SISLX - SCM Trust - Shelton International Select Equity Fund Investor Class |
3 |
CapWealth Advisors, LLC |
3 |
Comprehensive Financial Consultants Institutional, Inc. |
3 |
Kathmere Capital Management, LLC |
3 |
Ascent Group, LLC |
3 |
Colrain Capital Llc |
3 |
Durable Capital Partners LP |
3 |
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A |
3 |
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
3 |
Bluestein R H & Co |
3 |
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A |
3 |
Solaris Asset Management Llc |
3 |
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A |
3 |
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C |
3 |
Americana Partners, LLC |
3 |
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund |
3 |
FirstPurpose Wealth LLC |
3 |
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A |
3 |
Mystic Asset Management, Inc. |
3 |
FT Options LLC |
3 |
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A |
3 |
EFG Asset Management (North America) Corp. |
3 |
Fortis Capital Management LLC |
3 |
Benchmark Investment Advisors LLC |
3 |
Davy Global Fund Management Ltd |
3 |
Harfst & Associates, Inc. |
3 |
First Community Trust Na |
3 |
Ulland Investment Advisors, LLC |
3 |
Summit Partners Public Asset Management, Llc |
3 |
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A |
3 |
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares |
3 |
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares |
3 |
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares |
3 |
Metatron Capital SICAV plc |
3 |
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A |
3 |
Orbitronix, LP |
3 |
Inverness Counsel Llc /ny/ |
3 |
Man Investments (CH) AG |
3 |
Symmetry Peak Management Llc |
3 |
VeriStar Capital Management LP |
3 |
Chatham Capital Group, Inc. |
3 |
Sessa Capital IM, L.P. |
3 |
TRANSAMERICA FUNDS - Transamerica Total Return I2 |
3 |
Financial Sense Advisors, Inc. |
3 |
CastleKnight Management LP |
3 |
Fort Washington Investment Advisors Inc /oh/ |
3 |
Delphia (USA) Inc. |
3 |
Cs Mckee Lp |
3 |
Cambridge Financial Group, Inc. |
3 |
Aberdeen Funds - Aberdeen Income Builder Fund Class A |
3 |
Rodgers Brothers Inc. |
3 |
AIMZ Investment Advisors, LLC |
3 |
Tt International |
3 |
Journey Strategic Wealth Llc |
3 |
Hongkou Capital LP |
3 |
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
3 |
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
3 |
Bks Advisors, Llc |
3 |
Scholtz & Company, Llc |
3 |
Morningstar Investment Services LLC |
3 |
StrategIQ Financial Group, LLC |
3 |
Euclidean Technologies Management, LLC |
3 |
Junto Capital Management LP |
3 |
New Millennium Group LLC |
3 |
Guardian Wealth Advisors, Llc / Nc |
3 |
Sapphire Star Partners LP |
3 |
Roundview Capital LLC |
3 |
Financial Connections Group, Inc. |
3 |
Axiom Advisory, LLC |
3 |
Solel Partners LP |
3 |
Papp L Roy & Associates |
3 |
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
3 |
Budros, Ruhlin & Roe, Inc. |
3 |
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A |
3 |
Salzman & Co., Inc. |
3 |
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A |
3 |
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A |
3 |
Highland Private Wealth Management |
3 |
Souders Financial Advisors |
3 |
Granite Investment Advisors, LLC |
3 |
Windsor Capital Management, LLC |
3 |
Boulder Hill Capital Management Lp |
3 |
Majedie Asset Management Ltd |
3 |
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund |
3 |
Mount Capital Ltd |
3 |
Bray Capital Advisors |
3 |
Intersect Capital LLC |
3 |
SBB Research Group LLC |
3 |
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund |
3 |
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund |
3 |
Isthmus Partners, Llc |
3 |
N.E.W. Advisory Services LLC |
3 |
Vernier Capital Partners, Lp |
3 |
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I |
3 |
Poplar Forest Capital LLC |
3 |
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF |
3 |
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
3 |
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF |
3 |
Motley Fool Asset Management LLC |
3 |
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF |
3 |
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares |
3 |
Klingenstein Fields & Co Lp |
3 |
Winslow Capital Management, LLC |
3 |
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class |
3 |
Retirement Planning Co of New England, Inc. |
3 |
Norwood Financial Corp |
3 |
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class |
3 |
Mangrove Partners |
3 |
NEIRG Wealth Management, LLC |
3 |
Waypoint Capital Advisors, LLC |
3 |
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I |
3 |
Argent Trust Co |
3 |
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A |
3 |
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
3 |
Congress Wealth Management LLC / DE / |
3 |
STLV - iSHARES TRUST - iShares Factors US Value Style ETF |
3 |
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES |
3 |
Sachem Head Capital Management LP |
3 |
Vaughan Nelson Investment Management, L.p. |
3 |
Rainier Investment Management Llc |
3 |
Riverpark Capital Management Llc |
3 |
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund |
3 |
Fsb Premier Wealth Management, Inc. |
3 |
Jabre Capital Partners S.A. |
3 |
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
3 |
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund |
3 |
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
3 |
Farmers Trust Co |
3 |
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A |
3 |
Astrantus Ltd |
3 |
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) |
3 |
Peterson Financial Group, Inc. |
3 |
Wealthsource Partners, Llc |
3 |
Riverwater Partners LLC |
3 |
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
3 |
Parsifal Capital Management, LP |
3 |
Accuvest Global Advisors |
3 |
Cottonwood Capital Advisors, Llc |
3 |
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio |
3 |
Wayfinding Financial, LLC |
3 |
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio |
3 |
Soundwatch Capital LLC |
3 |
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A |
3 |
Keebeck Wealth Management, LLC |
3 |
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio |
3 |
ACK Asset Management LLC |
3 |
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund |
3 |
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund |
3 |
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class |
3 |
Glaxis Capital Management, LLC |
3 |
Plancorp, LLC |
3 |
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I |
3 |
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund |
3 |
WSBAX - WILMINGTON FUNDS - Wilmington Short-Term Bond Fund Class A Shares |
3 |
Ninety One UK Ltd |
3 |
RPg Family Wealth Advisory, LLC |
3 |
Paragon Capital Management Ltd |
3 |
Cumberland Partners Ltd |
3 |
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
3 |
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
3 |
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
3 |
Boyer & Corporon Wealth Management, LLC |
3 |
Clear Street Llc |
3 |
Green Owl Capital Management, LLC |
3 |
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF |
3 |
Donaldson Capital Management, Llc |
3 |
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund |
3 |
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF |
3 |
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF |
3 |
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares |
3 |
TGGWX - TCW FUNDS INC - TCW Enhanced Commodity Strategy Fund Class I |
3 |
SVA Wealth Management, LLC |
3 |
DORCHESTER WEALTH MANAGEMENT Co |
3 |
ADOAX - NORTHERN LIGHTS FUND TRUST III - ACM Dynamic Opportunity Fund Class A Shares |
3 |
Prio Wealth Limited Partnership |
3 |
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF |
3 |
Badgley Phelps Wealth Managers, LLC |
3 |
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I |
3 |
JOBIX - JOHCM Funds Trust - JOHCM Global Income Builder Institutional Shares |
3 |
ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS |
3 |
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF |
3 |
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A |
3 |
Studio Investment Management Llc |
3 |
Mission Creek Capital Partners, Inc. |
3 |
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
3 |
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF |
3 |
Laidlaw Wealth Management LLC |
3 |
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
3 |
Cornerstone Capital Management Llc |
3 |
Financial Counselors Inc |
3 |
Wolf Group Capital Advisors |
3 |
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A |
3 |
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A |
3 |
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
3 |
Sentry Investments Corp. |
3 |
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF |
3 |
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF |
3 |
Catawba Capital Management /va |
3 |
Wafra Inc. |
3 |
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A |
3 |
FMK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mega Cap AlphaDEX Fund |
3 |
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
3 |
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
3 |
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund |
3 |
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
3 |
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund |
3 |
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF |
3 |
Trust Co |
3 |
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund |
3 |
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF |
3 |
PSUYX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Value Fund : Class Y |
3 |
CONAX - COLUMBIA FUNDS SERIES TRUST I - Columbia U.S. Social Bond Fund Class A |
3 |
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares |
3 |
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A |
3 |
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A |
3 |
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares |
3 |
Appaloosa Lp |
3 |
Border to Coast Pensions Partnership Ltd |
3 |
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
3 |
Klk Capital Management Llc |
3 |
Godshalk Welsh Capital Management, Inc. |
3 |
Taylor Wealth Management Partners |
3 |
VAPPX - VALIC Co I - Capital Appreciation Fund |
3 |
VSRDX - VALIC Co I - U.S. Socially Responsible Fund |
3 |
Putnam ETF Trust - Putnam Focused Large Cap Value ETF - |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
3 |
Pinnacle Wealth Advisors |
3 |
Northside Capital Management, LLC |
3 |
Emfo, Llc |
3 |
Seven Springs Wealth Group, LLC |
3 |
Neville Rodie & Shaw Inc |
3 |
Gerry Farber, LLC |
3 |
Smith Anglin Financial, LLC |
3 |
Bank of New Hampshire |
3 |
Stack Financial Management, Inc |
3 |
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class |
3 |
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF |
3 |
UNIVEST FINANCIAL Corp |
3 |
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class |
3 |
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares |
3 |
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A |
3 |
SCS Capital Management LLC |
3 |
Paragon Associates & Paragon Associates Ii Joint Venture |
3 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2032 |
3 |
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A |
3 |
New Century Investment Management, Inc |
3 |
Madden Advisory Services, Inc. |
3 |
Cohen Klingenstein LLC |
3 |
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) |
3 |
HFKVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Tax-Aware Bond Fund Class SDR |
3 |
Parasol Investment Management, LLC |
3 |
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 |
3 |
Hennion & Walsh Asset Management, Inc. |
3 |
O'Neil Global Advisors, Inc. |
3 |
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF |
3 |
Koss-Olinger Consulting, LLC |
3 |
Navalign, LLC |
3 |
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 |
3 |
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 |
3 |
Alaethes Wealth LLC |
3 |
Swedbank |
3 |
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF |
3 |
HTAB - Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF |
3 |
Bristlecone Advisors, LLC |
3 |
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A |
3 |
OPPX - Exchange Listed Funds Trust - Corbett Road Tactical Opportunity ETF |
3 |
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A |
3 |
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares |
3 |
Mayflower Financial Advisors, LLC |
3 |
Cheyne Capital Management (UK) LLP |
3 |
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares |
3 |
PTCRX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Credit Fund - Institutional Class |
3 |
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A |
3 |
HART - IndexIQ ETF Trust - IQ Healthy Hearts ETF |
3 |
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A |
3 |
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A |
3 |
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 |
3 |
Raab & Moskowitz Asset Management LLC |
3 |
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P |
3 |
Westfield Capital Management Co Lp |
3 |
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
3 |
Summit Financial Wealth Advisors, LLC |
3 |
Benin Management CORP |
3 |
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class |
3 |
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF |
3 |
Tru Independence Asset Management 2, Llc |
3 |
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
3 |
44 Wealth Management Llc |
3 |
Paradigm Financial Advisors, LLC |
3 |
Robbins Farley Llc |
3 |
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 |
3 |
Alamar Capital Management, LLC |
3 |
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares |
3 |
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A |
3 |
Saratoga Research & Investment Management |
3 |
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A |
3 |
Davis R M Inc |
3 |
Horan Securities, Inc. |
3 |
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A |
3 |
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I |
3 |
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares |
3 |
Peoples Financial Services Corp. |
3 |
Webster Bank, N. A. |
3 |
Torray Llc |
3 |
Arcus Capital Partners, LLC |
3 |
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES |
3 |
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
3 |
Sheets Smith Investment Management |
3 |
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF |
3 |
Live Your Vision, LLC |
3 |
Outfitter Financial LLC |
3 |
Safeguard Investment Advisory Group, LLC |
3 |
Total Clarity Wealth Management, Inc. |
3 |
Urban Wealth Management, LLC |
3 |
Tacita Capital Inc |
3 |
Freedman Financial Associates, Inc. |
3 |
Banced Corp |
3 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Ultra-Short Duration Fund Class A |
3 |
Exchange Capital Management, Inc. |
3 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 |
3 |
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C |
3 |
Waterfront Wealth Inc. |
3 |
Northern Oak Wealth Management Inc |
3 |
ABVAX - AB TRUST - AB Value Fund Class A |
3 |
Hoey Investments, Inc |
3 |
Ascendant Capital Management, LLC |
3 |
RPG Investment Advisory, LLC |
3 |
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A |
3 |
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A |
3 |
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A |
3 |
VGI Partners Ltd |
3 |
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
3 |
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund |
3 |
Tri Locum Partners LP |
3 |
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund |
3 |
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
3 |
InterOcean Capital Group, LLC |
3 |
Ritter Daniher Financial Advisory, Llc |
3 |
CoreFirst Bank & Trust |
3 |
Meyer Handelman Co |
3 |
Boston Trust Walden Corp |
3 |
Running Oak Capital LLC |
3 |
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares |
3 |
Saddle Road Partners, LLC |
3 |
M Holdings Securities, Inc. |
3 |
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares |
3 |
Woodward Diversified Capital, Llc |
3 |
MHBNX - BMO FUNDS, INC. - BMO High Yield Bond Fund Class I |
3 |
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A |
3 |
Filbrandt Wealth Management, LLC |
3 |
Community Trust & Investment Co |
3 |
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A |
3 |
Engrave Wealth Partners LLC |
3 |
Legacy Capital Wealth Partners, LLC |
3 |
Synergy Financial Management, LLC |
3 |
Distillate Capital Partners LLC |
3 |
Altus Wealth Group LLC |
3 |
Cassia Capital Partners, LLC |
3 |
Greystone Financial Group, LLC |
3 |
Lebenthal Global Advisors, LLC |
3 |
Gavea Investimentos Ltda |
3 |
IAG Wealth Partners, LLC |
3 |
Allegheny Financial Group LTD |
3 |
Canandaigua National Bank & Trust Co |
3 |
Cary Street Partners Asset Management Llc |
3 |
CFS Investment Advisory Services, LLC |
3 |
Traynor Capital Management, Inc. |
3 |
Liontrust Investment Partners LLP |
3 |
New England Research & Management, Inc. |
3 |
Sterling Financial Planning, Inc. |
3 |
Perpetual Investment Management Ltd |
3 |
Welch Capital Partners Llc/ny |
3 |
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
3 |
Greystone Managed Investments Inc. |
3 |
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
3 |
Gabelli Equity Series Funds Inc |
3 |
First National Bank of Mount Dora, Trust Investment Services |
3 |
Amarillo National Bank |
3 |
OneAscent Wealth Management LLC |
3 |
Texas Capital Bancshares Inc/tx |
3 |
Smithbridge Asset Management Inc/de |
3 |
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A |
3 |
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A |
3 |
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A |
3 |
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A |
3 |
IOECX - ICON FUNDS - ICON Equity Income Fund Class C |
3 |
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
3 |
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A |
3 |
Copper Rock Capital Partners, LLC |
3 |
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class |
3 |
BloombergSen Inc. |
3 |
Auxano Advisors, LLC |
3 |
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A |
3 |
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
3 |
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
3 |
Future Financial Wealth Managment LLC |
3 |
High Note Wealth, LLC |
3 |
Clear Perspectives Financial Planning, LLC |
3 |
Morris Retirement Advisors, LLC |
3 |
Harvey Investment Co Llc |
3 |
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
3 |
McCarthy Asset Management, Inc. |
3 |
Roberts Glore & Co Inc /il/ |
3 |
J.P. Turner & Co Capital Mnagement, LLC |
3 |
Fernwood Investment Management, LLC |
3 |
Bessemer Securities Llc |
3 |
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF |
3 |
Accel Wealth Management |
3 |
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF |
3 |
Diversified, LLC |
3 |
Blume Capital Management, Inc. |
3 |
Strategic Global Advisors, LLC |
3 |
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND |
3 |
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund |
3 |
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares |
3 |
Journey Advisory Group, LLC |
3 |
IIQCX - ICON FUNDS - ICON International Equity Fund Class C |
3 |
Essex Investment Management Co Llc |
3 |
Argent Trust Company, N.a. |
3 |
Montag & Caldwell, Llc |
3 |
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
3 |
Magnolia Capital Advisors Llc |
3 |
Iron Horse Wealth Management, LLC |
3 |
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF |
3 |
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares |
3 |
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional |
3 |
Investors Financial Group, LLC |
3 |
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF |
3 |
VCCEX - VALIC Co I - Core Equity Fund |
3 |
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares |
3 |
Davidson Capital Management Inc. |
3 |
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund |
3 |
Stanley Capital Management, LLC |
3 |
VAVAX - VALIC Co I - Value Fund |
3 |
VCIGX - VALIC Co I - Dividend Value Fund |
3 |
Sfmg, Llc |
3 |
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares |
3 |
Kassirer Asset Management Corp |
3 |
Jeppson Wealth Management, Llc |
3 |
Fortis Group Advisors, LLC |
3 |
Bnc Wealth Management, Llc |
3 |
Acuity Investment Management Inc |
3 |
Baron Financial Group, LLC |
3 |
Founders Financial Alliance, LLC |
3 |
Axiom Financial Strategies, LLC |
3 |
First Pacific Financial |
3 |
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF |
3 |
Yakira Capital Management, Inc. |
3 |
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund |
3 |
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF |
3 |
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged |
3 |
First Western Trust Bank |
3 |
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF |
3 |
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF |
3 |
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class |
3 |
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF |
3 |
Jabodon Pt Co |
3 |
VCHYX - VALIC Co II - High Yield Bond Fund |
3 |
VMCVX - VALIC Co II - Mid Cap Value Fund |
3 |
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV |
3 |
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund |
3 |
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares |
3 |
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares |
3 |
Bainco International Investors |
3 |
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF |
3 |
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
3 |
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF |
3 |
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A |
3 |
Signature Financial Management, Inc. |
3 |
Westover Capital Advisors, LLC |
3 |
Breithorn Capital Management |
3 |
GQETX - GMO TRUST - GMO Quality Fund Class III |
3 |
Capital International Ltd /ca/ |
3 |
River Wealth Advisors LLC |
3 |
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A |
3 |
Penseco Financial Services Corp |
3 |
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares |
3 |
Wall Street Access Asset Management, LLC |
3 |
Mfs Intermediate Income Trust |
3 |
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A |
3 |
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A |
3 |
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A |
3 |
Federated Mdt Large Cap Value Fund |
3 |
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A |
3 |
Lowe Wealth Advisors, LLC |
3 |
American Independence Funds Trust |
3 |
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A |
3 |
Veritas Investment Management LLP |
3 |
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A |
3 |
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
3 |
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A |
3 |
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A |
3 |
Victory Institutional Funds |
3 |
Eaton Vance Tax-managed Diversified Equity Income Fund |
3 |
Miracle Mile Advisors, LLC |
3 |
Advent Claymore Convertible Securities & Income Fund Ii |
3 |
ArrowMark Colorado Holdings LLC |
3 |
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
3 |
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares |
3 |
IFC Holdings Incorporated/FL |
3 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
3 |
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund |
3 |
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
3 |
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
3 |
Bamco Inc /ny/ |
3 |
Asymmetry Capital Management, L.P. |
3 |
Hanlon Investment Management, Inc. |
3 |
Cion Ares Diversified Credit Fund |
3 |
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class |
3 |
Penobscot Investment Management Company, Inc. |
3 |
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
3 |
Fdp Series, Inc. |
3 |
HM Capital Management, LLC |
3 |
Eaton Vance High Income 2021 Target Term Trust |
3 |
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A |
3 |
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares |
3 |
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares |
3 |
Grimes & Company, Inc. |
3 |
S. Muoio & Co. Llc |
3 |
Mfs Government Markets Income Trust |
3 |
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N |
3 |
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund |
3 |
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A |
3 |
Pioneer High Income Trust |
3 |
Virtus Total Return Fund Inc. |
3 |
Deutsche Value Series, Inc |
3 |
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF |
3 |
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
3 |
Oppenheimer Global Multi Strategies Fund |
3 |
Iberiabank Corp |
3 |
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A |
3 |
Oppenheimer Global Strategic Income Fund |
3 |
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
3 |
Sawgrass Asset Management Llc |
3 |
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class |
3 |
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio |
3 |
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) |
3 |
Marsico Capital Management Llc |
3 |
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc |
3 |
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A |
3 |
Eaton Vance Enhanced Equity Income Fund |
3 |
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares |
3 |
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail |
3 |
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A |
3 |
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A |
3 |
Liberty All Star Equity Fund |
3 |
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I |
3 |
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund |
3 |
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
3 |
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
3 |
Steben Alternative Investment Funds |
3 |
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A |
3 |
Blackrock Enhanced Global Dividend Trust |
3 |
Delek Group, Ltd. |
3 |
Blackrock Enhanced Equity Dividend Trust |
3 |
Himco Variable Insurance Trust |
3 |
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
3 |
Usa Mutuals Advisors, Inc. |
3 |
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF |
3 |
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
3 |
Underlying Funds Trust |
3 |
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF |
3 |
Whitnell & Co. |
3 |
Capstone Series Fund Inc |
3 |
Claraphi Advisory Network, LLC |
3 |
Genesis Wealth Advisors, LLC |
3 |
Manning & Napier Group, LLC |
3 |
Jackson Wealth Management, LLC |
3 |
Northwest Capital Management Inc |
3 |
Wealth Advisors of Tampa Bay, LLC |
3 |
BBR ALO Fund, LLC |
3 |
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A |
3 |
Sentinel Asset Management, Inc. |
3 |
Sand Grove Capital Management LLP |
3 |
Chilton Investment Co Llc |
3 |
Holistic Financial Partners |
3 |
Capital Group KKR Multi-Sector (plus) |
3 |
Capital Group KKR Core Plus (plus) |
3 |
DeDora Capital, Inc. |
3 |
MASTERINVEST Kapitalanlage GmbH |
3 |
FACBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series C |
3 |
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class |
3 |
Advanced Asset Management Advisors Inc |
3 |
FASBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series CP |
3 |
Aubrey Capital Management Ltd |
3 |
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF |
3 |
Stansberry Asset Management, Llc |
3 |
Rexford Capital Inc |
3 |
Scott Marsh Financial, LLC |
3 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund |
3 |
Poehling Capital Management, LLC |
3 |
Congress Park Capital LLC |
3 |
Gibbs Wealth Management |
3 |
Boreal Capital Management LLC |
3 |
ABN AMRO Bank N.V. |
3 |
Trust For Advisor Solutions |
3 |
Perkins Investment Management, LLC |
3 |
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV |
3 |
Unio Capital LLC |
3 |
Evelyn Partners Asset Management Ltd |
3 |
Silverleafe Capital Partners, LLC |
3 |
Fluent Financial, LLC |
3 |
FECBX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Core Bond Fund |
3 |
Crabel Capital Management, LLC |
3 |
Cerrano Capital Management Lp |
3 |
Blue Pool Management Ltd. |
3 |
FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class |
3 |
YOKE - EA Series Trust - Yoke Core ETF |
3 |
Credo Capital Management, LLC |
3 |
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class |
3 |
Divergent Wealth Advisors, Llc |
3 |
Armstrong Shaw Associates Inc/ct |
3 |
SWS Partners |
3 |
Fore Capital, LLC |
3 |
Jnl Strategic Income Fund Llc |
3 |
Brasada Capital Management, Lp |
3 |
McMahon Financial Advisors, LLC |
3 |
Cowen And Company, Llc |
3 |
Seelaus Asset Management LLC |
3 |
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 |
3 |
WFA of San Diego, LLC |
3 |
Citizens National Bank Trust Department |
3 |
Entrustpermal Partners Offshore Lp |
3 |
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF |
3 |
Biltmore Family Office, LLC |
3 |
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund |
3 |
Wealth Management Associates, Inc. |
3 |
TUSB - Thrivent ETF Trust - Thrivent Ultra Short Bond ETF |
3 |
Gruss Capital Management LP |
3 |
Ransom Advisory, Ltd |
3 |
SummitTX Capital, L.P. |
3 |
Winthrop Partners - Wny, Llc |
3 |
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF |
3 |
WUSAX - WANGER ADVISORS TRUST - Wanger USA |
3 |
Wealth Preservation Advisors, LLC |
3 |
VestGen Advisors, LLC |
3 |
CLARET ASSET MANAGEMENT Corp |
3 |
Harvest Group Wealth Management, Llc |
3 |
Clal Insurance Enterprises Holdings Ltd |
3 |
Signature Wealth Management Group |
3 |
Pacific Capital Partners Ltd |
3 |
Factorial Partners, Llc |
3 |
Tower Bridge Advisors |
3 |
F3Logic, LLC |
3 |
Avondale Wealth Management |
3 |
Castleview Partners, Llc |
3 |
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund |
3 |
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. |
3 |
Silvant Capital Management LLC |
3 |
Ceredex Value Advisors LLC |
3 |
Elmwood Wealth Management, Inc. |
3 |
Ironwood Investment Counsel, LLC |
3 |
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
3 |
Braun-Bostich & Associates Inc. |
3 |
Busey Wealth Management |
3 |
EAM Global Investors LLC |
3 |
Independence Capital Asset Partners, LLC |
3 |
Cynosure Advisors, Llc |
3 |
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS |
3 |
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
3 |
Family Management Corp |
3 |