BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
106 |
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
96 |
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
91 |
Pacer Advisors, Inc. |
81 |
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
80 |
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
73 |
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
72 |
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
70 |
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
70 |
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
70 |
Blackrock Ltd Duration Income Trust |
70 |
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
69 |
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
68 |
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
68 |
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
67 |
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
66 |
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
65 |
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
65 |
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
64 |
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
63 |
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
62 |
Blackrock Corporate High Yield Fund, Inc. |
62 |
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
61 |
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
61 |
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
61 |
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
60 |
MASTER BOND LLC - Master Total Return Portfolio |
60 |
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
60 |
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
60 |
Six Circles Trust - Six Circles Credit Opportunities Fund |
60 |
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
59 |
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
59 |
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
59 |
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
59 |
Morgan Stanley |
59 |
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
58 |
Royal Bank Of Canada |
58 |
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
57 |
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
57 |
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
57 |
Blackrock Debt Strategies Fund, Inc. |
57 |
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
56 |
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
56 |
AHIVX - American Century Investment Trust - High Income Fund Investor Class |
56 |
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
56 |
Goldman Sachs Group Inc |
55 |
Deutsche Bank Ag\ |
55 |
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
55 |
Bank Of America Corp /de/ |
55 |
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
55 |
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
55 |
Citadel Advisors Llc |
55 |
Wells Fargo & Company/mn |
55 |
Barclays Plc |
54 |
Blackrock Core Bond Trust |
54 |
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
54 |
Jpmorgan Chase & Co |
54 |
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
54 |
Blackrock Multi-sector Income Trust |
54 |
UBS Group AG |
54 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
54 |
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
54 |
Millennium Management Llc |
54 |
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
53 |
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
53 |
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
53 |
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
53 |
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
53 |
Susquehanna International Group, Llp |
53 |
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
52 |
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
52 |
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
52 |
BlackRock, Inc. |
52 |
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
52 |
Tower Research Capital LLC (TRC) |
52 |
Blackrock Credit Allocation Income Trust |
52 |
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
52 |
Credit Suisse Ag/ |
52 |
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
52 |
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
52 |
Citigroup Inc |
52 |
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
52 |
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
51 |
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
51 |
Advanced Series Trust - Ast High Yield Portfolio |
51 |
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
51 |
Bank of New York Mellon Corp |
51 |
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
51 |
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
51 |
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
51 |
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
51 |
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
50 |
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
50 |
Jane Street Group, Llc |
50 |
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
50 |
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
50 |
Proequities, Inc. |
50 |
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
50 |
D. E. Shaw & Co., Inc. |
49 |
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
49 |
Prudential Short Duration High Yield Fund, Inc. |
49 |
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
49 |
Northern Trust Corp |
49 |
Alliancebernstein Global High Income Fund Inc |
49 |
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
49 |
State Street Corp |
49 |
Bnp Paribas Arbitrage, Sa |
48 |
Invesco Ltd. |
48 |
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
48 |
Renaissance Technologies Llc |
48 |
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
48 |
Ameriprise Financial Inc |
48 |
Geode Capital Management, Llc |
48 |
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
48 |
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
47 |
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
47 |
Fmr Llc |
47 |
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
47 |
Manufacturers Life Insurance Company, The |
46 |
Balyasny Asset Management Llc |
46 |
Vanguard Group Inc |
46 |
Two Sigma Investments, Lp |
46 |
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
46 |
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
46 |
BlackRock Credit Strategies Fund |
46 |
Jefferies Group LLC |
46 |
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
46 |
Simplex Trading, Llc |
46 |
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
46 |
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
46 |
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
46 |
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
46 |
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
46 |
Marshall Wace, Llp |
45 |
FEDERATED CORE TRUST - High Yield Bond Portfolio |
45 |
Bank Of Montreal /can/ |
45 |
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
45 |
Dimensional Fund Advisors Lp |
45 |
Rhumbline Advisers |
45 |
SG Americas Securities, LLC |
45 |
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
45 |
Two Sigma Advisers, Lp |
45 |
Nomura Holdings Inc |
45 |
Sei Investments Co |
45 |
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
45 |
Prelude Capital Management, Llc |
45 |
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
45 |
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
44 |
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
44 |
Group One Trading, L.p. |
44 |
Wolverine Trading, Llc |
44 |
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
44 |
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
44 |
Gsa Capital Partners Llp |
43 |
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
43 |
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
43 |
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
43 |
Creative Planning |
43 |
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
43 |
XHYC - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF |
43 |
Aqr Capital Management Llc |
43 |
Alliancebernstein L.p. |
43 |
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
43 |
Verition Fund Management LLC |
43 |
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
42 |
New York State Common Retirement Fund |
42 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
42 |
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
42 |
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
42 |
Virtu Financial LLC |
42 |
Walleye Trading LLC |
42 |
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
42 |
Cutler Group LP |
42 |
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
42 |
Charles Schwab Investment Management Inc |
42 |
Voya Investment Management Llc |
42 |
Paloma Partners Management Co |
42 |
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
42 |
Marshall Wace North America L.P. |
42 |
Pnc Financial Services Group, Inc. |
42 |
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
42 |
California State Teachers Retirement System |
42 |
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
41 |
Northwestern Mutual Wealth Management Co |
41 |
Cubist Systematic Strategies, LLC |
41 |
Us Bancorp \de\ |
41 |
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
41 |
Legal & General Group Plc |
41 |
California Public Employees Retirement System |
41 |
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
41 |
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
41 |
Advisor Group Holdings, Inc. |
41 |
Parametric Portfolio Associates Llc |
41 |
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
41 |
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
41 |
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
41 |
Squarepoint Ops LLC |
41 |
American International Group, Inc. |
41 |
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
41 |
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
40 |
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
40 |
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
40 |
Engineers Gate Manager LP |
40 |
IFP Advisors, Inc |
40 |
Russell Investments Group, Ltd. |
40 |
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
40 |
Federated Hermes, Inc. |
40 |
Victory Capital Management Inc |
40 |
Wellington Management Group Llp |
39 |
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
39 |
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
39 |
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
39 |
A.R.T. Advisors, LLC |
39 |
Ladenburg Thalmann Financial Services Inc |
39 |
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
39 |
Arrowstreet Capital, Limited Partnership |
39 |
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
39 |
Neuberger Berman Group LLC |
39 |
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
39 |
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
39 |
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
39 |
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
39 |
Quantbot Technologies LP |
39 |
Principal Financial Group Inc |
39 |
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I |
39 |
First Trust Advisors Lp |
38 |
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
38 |
Nuveen Asset Management, LLC |
38 |
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
38 |
Qube Research & Technologies Ltd |
38 |
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
38 |
Boothbay Fund Management, Llc |
38 |
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
38 |
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
38 |
Oxford Asset Management Llp |
38 |
Tudor Investment Corp Et Al |
38 |
Envestnet Asset Management Inc |
38 |
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
38 |
Panagora Asset Management Inc |
38 |
Price T Rowe Associates Inc /md/ |
38 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
38 |
Putnam Investments Llc |
37 |
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
37 |
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
37 |
American Century Companies Inc |
37 |
PEAK6 Investments, L.P. |
37 |
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
37 |
Allianz Asset Management GmbH |
37 |
Metropolitan Life Insurance Co/ny |
37 |
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
37 |
BlackRock Institutional Trust Company, N.A. |
37 |
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
37 |
PDT Partners, LLC |
37 |
Hsbc Holdings Plc |
37 |
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
37 |
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
37 |
Putnam Master Intermediate Income Trust |
37 |
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
37 |
LPL Financial LLC |
37 |
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
37 |
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
37 |
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
37 |
Strs Ohio |
37 |
Huntington National Bank |
36 |
Hrt Financial Lp |
36 |
Eaton Vance Ltd Duration Income Fund |
36 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
36 |
Nationwide Fund Advisors |
36 |
Point72 Asset Management, L.P. |
36 |
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
36 |
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
36 |
Trexquant Investment LP |
36 |
Norges Bank |
36 |
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
36 |
Pimco Corporate & Income Opportunity Fund |
36 |
Wolverine Asset Management Llc |
36 |
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
36 |
Pimco Dynamic Income Fund |
36 |
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
36 |
Lazard Asset Management Llc |
36 |
Prudential Global Short Duration High Yield Fund, Inc. |
36 |
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
36 |
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
36 |
Cwm, Llc |
36 |
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
36 |
Teacher Retirement System Of Texas |
36 |
Zurcher Kantonalbank (Zurich Cantonalbank) |
36 |
Ubs Asset Management Americas Inc |
36 |
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
36 |
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
36 |
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
36 |
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
36 |
HighTower Advisors, LLC |
36 |
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
36 |
Prudential Financial Inc |
36 |
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
35 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
35 |
LMR Partners LLP |
35 |
Swiss National Bank |
35 |
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
35 |
Quadrant Capital Group Llc |
35 |
BlueCrest Capital Management Ltd |
35 |
Hudson Bay Capital Management LP |
35 |
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
35 |
Parallax Volatility Advisers, L.P. |
35 |
Putnam Premier Income Trust |
35 |
State Board Of Administration Of Florida Retirement System |
35 |
Man Group plc |
35 |
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
35 |
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
35 |
BlackRock Capital Allocation Trust |
35 |
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
35 |
Bessemer Group Inc |
35 |
Pimco Flexible Credit Income Fund |
35 |
Advisor Group, Inc. |
35 |
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
35 |
Tiaa Cref Investment Management Llc |
35 |
Ubs Oconnor Llc |
35 |
Guggenheim Capital Llc |
35 |
Acadian Asset Management Llc |
35 |
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
35 |
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
35 |
BlackRock ETF Trust II - BlackRock Flexible Income ETF |
35 |
Advisory Services Network, LLC |
34 |
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
34 |
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
34 |
Stifel Financial Corp |
34 |
Capstone Investment Advisors, Llc |
34 |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
34 |
Hbk Investments L P |
34 |
Driehaus Capital Management Llc |
34 |
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
34 |
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
34 |
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
34 |
BlackRock Investment Management, LLC |
34 |
Teachers Advisors, Llc |
34 |
Fifth Third Bancorp |
34 |
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
34 |
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
34 |
Macquarie Group Ltd |
34 |
Signaturefd, Llc |
34 |
Mfs Multimarket Income Trust |
34 |
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
34 |
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
34 |
Glenmede Trust Co Na |
34 |
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
34 |
Pimco Income Opportunity Fund |
34 |
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
34 |
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
34 |
ProShare Advisors LLC |
34 |
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
34 |
Schonfeld Strategic Advisors LLC |
34 |
ExodusPoint Capital Management, LP |
34 |
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
34 |
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares |
34 |
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
33 |
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
33 |
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
33 |
Highbridge Capital Management Llc |
33 |
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
33 |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
33 |
Los Angeles Capital Management Llc |
33 |
Ubs Ag |
33 |
Dupont Capital Management Corp |
33 |
Point72 Hong Kong Ltd |
33 |
BlackRock Advisors LLC |
33 |
O'shaughnessy Asset Management, Llc |
33 |
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio |
33 |
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
33 |
PEAK6 Investments LLC |
33 |
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
33 |
Magnetar Financial LLC |
33 |
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
33 |
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
33 |
Canada Pension Plan Investment Board |
33 |
Kcg Holdings, Inc. |
33 |
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
33 |
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
33 |
Raymond James & Associates |
33 |
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
33 |
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
33 |
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional |
33 |
Sterling Capital Management LLC |
33 |
Russell Frank Co/ |
33 |
BlackRock Fund Advisors |
33 |
John Hancock Income Securities Trust |
33 |
Ameritas Investment Partners, Inc. |
33 |
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
33 |
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
33 |
Mfs Charter Income Trust |
33 |
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio |
32 |
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
32 |
Axa S.a. |
32 |
Public Employees Retirement System Of Ohio |
32 |
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
32 |
Federation des caisses Desjardins du Quebec |
32 |
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
32 |
Credit Agricole S A |
32 |
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
32 |
AMP Capital Investors Ltd |
32 |
Franklin Resources Inc |
32 |
Rockefeller Capital Management L.P. |
32 |
Caxton Associates Lp |
32 |
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
32 |
Acrospire Investment Management LLC |
32 |
Assetmark, Inc |
32 |
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
32 |
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
32 |
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
32 |
Truist Financial Corp |
32 |
Winton Capital Group Ltd |
32 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
32 |
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
32 |
Walleye Capital LLC |
32 |
Comerica Bank |
32 |
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
32 |
Great West Life Assurance Co /can/ |
32 |
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
32 |
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
32 |
Laurion Capital Management LP |
32 |
Pcm Fund, Inc. |
32 |
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
32 |
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
32 |
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
32 |
Thrivent Financial For Lutherans |
32 |
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
32 |
Capital Fund Management S.a. |
31 |
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
31 |
Janus Henderson Group Plc |
31 |
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
31 |
Lord, Abbett & Co. Llc |
31 |
College Retirement Equities Fund |
31 |
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
31 |
Captrust Financial Advisors |
31 |
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
31 |
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
31 |
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
31 |
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares |
31 |
Amalgamated Bank |
31 |
Dynamic Technology Lab Private Ltd |
31 |
Fox Run Management, L.l.c. |
31 |
NOSGX - Northern Funds - Northern Small Cap Value Fund |
31 |
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
31 |
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
31 |
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
31 |
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
31 |
State Of Wisconsin Investment Board |
31 |
Connor, Clark & Lunn Investment Management Ltd. |
31 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
31 |
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF |
31 |
MetLife Investment Management, LLC |
31 |
Aperio Group, LLC |
31 |
HAP Trading, LLC |
31 |
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
31 |
Voloridge Investment Management, Llc |
31 |
Parallel Advisors, LLC |
31 |
Principal Funds Inc |
31 |
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
31 |
OMERS ADMINISTRATION Corp |
30 |
Gotham Asset Management, LLC |
30 |
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
30 |
Raymond James Financial Inc |
30 |
Mackenzie Financial Corp |
30 |
Landscape Capital Management, L.l.c. |
30 |
GWM Advisors LLC |
30 |
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
30 |
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
30 |
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
30 |
Ellington Management Group Llc |
30 |
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
30 |
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
30 |
Neuberger Berman High Yield Strategies Fund Inc. |
30 |
Meeder Asset Management Inc |
30 |
Pimco Corporate & Income Strategy Fund |
30 |
Jump Financial, LLC |
30 |
Schroder Investment Management Group |
30 |
Toronto Dominion Bank |
30 |
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
30 |
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
30 |
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
30 |
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
30 |
Coldstream Capital Management Inc |
30 |
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
30 |
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
30 |
First Horizon Advisors, Inc. |
30 |
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
30 |
Nisa Investment Advisors, Llc |
30 |
Lindbrook Capital, Llc |
30 |
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
30 |
XTX Topco Ltd |
30 |
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
30 |
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
30 |
Penserra Capital Management LLC |
30 |
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
30 |
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
30 |
PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
30 |
Fs Credit Income Fund |
30 |
NumerixS Investment Technologies Inc |
29 |
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
29 |
Alpine Global Management, LLC |
29 |
EverSource Wealth Advisors, LLC |
29 |
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
29 |
BlackRock Group LTD |
29 |
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
29 |
Alberta Investment Management Corp |
29 |
Clear Street Markets Llc |
29 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
29 |
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
29 |
Pimco Income Strategy Fund |
29 |
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
29 |
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
29 |
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
29 |
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
29 |
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
29 |
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
29 |
Virtus Global Dividend & Income Fund Inc. |
29 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
29 |
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
29 |
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
29 |
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
29 |
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
29 |
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
29 |
New York State Teachers Retirement System |
29 |
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
29 |
Shell Asset Management Co |
29 |
Stevens Capital Management Lp |
29 |
Bayesian Capital Management, LP |
29 |
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) |
29 |
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
29 |
Invesco Senior Income Trust |
29 |
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
29 |
Calamos Global Dynamic Income Fund |
29 |
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
29 |
MetLife Securities, Inc |
29 |
Bamco Inc /ny/ |
29 |
First Republic Investment Management, Inc. |
29 |
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
29 |
Quadrature Capital Ltd |
29 |
Allworth Financial LP |
29 |
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
29 |
Two Sigma Securities, Llc |
29 |
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
29 |
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
29 |
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
28 |
Moore Capital Management, Lp |
28 |
Pimco Global Stocksplus & Income Fund |
28 |
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
28 |
Pimco Dynamic Credit & Mortgage Income Fund |
28 |
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
28 |
AdvisorShares Investments LLC |
28 |
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
28 |
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
28 |
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
28 |
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
28 |
Jefferies Financial Group Inc. |
28 |
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
28 |
Glassman Wealth Services |
28 |
Alyeska Investment Group, L.P. |
28 |
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
28 |
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
28 |
KBC Group NV |
28 |
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
28 |
Long Pond Capital, LP |
28 |
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
28 |
Invesco Senior Loan Fund |
28 |
BNP Paribas Asset Management Holding S.A. |
28 |
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
28 |
ClariVest Asset Management LLC |
28 |
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
28 |
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
28 |
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
28 |
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
28 |
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
28 |
BlackRock Multi-Sector Opportunities Trust II |
28 |
Arizona State Retirement System |
28 |
Zacks Investment Management |
28 |
Cornerstone Capital Management Holdings Llc. |
28 |
Emerald Acquisition Ltd. |
28 |
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
28 |
Virginia Retirement Systems Et Al |
28 |
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
28 |
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
28 |
Y-Intercept (Hong Kong) Ltd |
28 |
Gabelli Funds Llc |
28 |
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
28 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
28 |
NEXT Financial Group, Inc |
28 |
Fuller & Thaler Asset Management, Inc. |
28 |
Janney Montgomery Scott LLC |
28 |
MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
28 |
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
28 |
Farther Finance Advisors, LLC |
28 |
State of Wyoming |
28 |
Campbell & CO Investment Adviser LLC |
28 |
GAM Holding AG |
28 |
Calamos Strategic Total Return Fund |
28 |
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
28 |
Centiva Capital, LP |
28 |
Algert Global Llc |
28 |
State of New Jersey Common Pension Fund D |
28 |
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
27 |
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
27 |
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
27 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
27 |
Sculptor Capital LP |
27 |
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
27 |
Susquehanna Fundamental Investments, Llc |
27 |
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
27 |
Natixis |
27 |
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
27 |
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
27 |
Convergence Investment Partners, LLC |
27 |
Cresset Asset Management, LLC |
27 |
Pimco Income Strategy Fund Ii |
27 |
Calamos Global Total Return Fund |
27 |
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
27 |
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
27 |
Vanguard Index Funds |
27 |
Jacobs Levy Equity Management, Inc |
27 |
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
27 |
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
27 |
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
27 |
TCI Wealth Advisors, Inc. |
27 |
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
27 |
Oppenheimer & Co Inc |
27 |
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
27 |
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
27 |
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
27 |
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
27 |
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
27 |
Public Employees Retirement Association Of Colorado |
27 |
Healthcare Of Ontario Pension Plan Trust Fund |
27 |
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
27 |
Steward Partners Investment Advisory, Llc |
27 |
Cipher Capital LP |
27 |
Mfs Special Value Trust |
27 |
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
27 |
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
27 |
Bridgeway Capital Management Inc |
27 |
MUFG Americas Holdings Corp |
27 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
27 |
Quantitative Systematic Strategies LLC |
27 |
Managed Account Advisors Llc |
27 |
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
27 |
Mfs Intermediate High Income Fund |
27 |
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
27 |
VDAFX - VALIC Co I - Dynamic Allocation Fund |
27 |
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
27 |
Tiaa-cref Funds |
27 |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
27 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
27 |
Amundi Pioneer Asset Management Inc |
27 |
IWV - iSHARES TRUST - iShares Russell 3000 ETF |
27 |
Weiss Multi-Strategy Advisers LLC |
27 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
27 |
Mackay Shields Llc |
27 |
Td Asset Management Inc |
26 |
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
26 |
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
26 |
Allspring Global Investments Holdings, LLC |
26 |
Numeric Investors Llc |
26 |
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
26 |
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
26 |
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
26 |
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
26 |
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
26 |
M&t Bank Corp |
26 |
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
26 |
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
26 |
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
26 |
Eaton Vance Management |
26 |
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
26 |
HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
26 |
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
26 |
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
26 |
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
26 |
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
26 |
Principal Securities, Inc. |
26 |
Blackrock 2022 Global Income Opportunity Trust |
26 |
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
26 |
Thompson Davis & Co., Inc. |
26 |
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
26 |
First Quadrant L P/ca |
26 |
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
26 |
Vantagepoint Funds |
26 |
First Trust High Income Long/short Fund |
26 |
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
26 |
Piedmont Investment Advisors Llc |
26 |
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
26 |
Wealthspire Advisors, L.P. |
26 |
Blackrock Floating Rate Income Strategies Fund, Inc. |
26 |
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
26 |
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
26 |
Calamos Long/Short Equity & Dynamic Income Trust |
26 |
Waterfront Capital Partners, LLC |
26 |
Brookfield Real Assets Income Fund Inc. |
26 |
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
26 |
Oppenheimer Asset Management Inc. |
26 |
Parkside Financial Bank & Trust |
26 |
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
26 |
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
26 |
CIBC Private Wealth Group, LLC |
26 |
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
26 |
Natixis Advisors, L.p. |
26 |
Mutual Of America Capital Management Llc |
26 |
Calamos Convertible Opportunities & Income Fund |
26 |
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
26 |
Nordea Investment Management Ab |
26 |
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
26 |
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
26 |
Mariner, LLC |
26 |
Davidson Kempner Capital Management Lp |
26 |
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
26 |
Calamos Convertible & High Income Fund |
26 |
Hantz Financial Services, Inc. |
25 |
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
25 |
Css Llc/il |
25 |
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
25 |
Private Advisor Group, LLC |
25 |
PGIM Short Duration High Yield Opportunities Fund |
25 |
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
25 |
Teachers Retirement System Of The State Of Kentucky |
25 |
Berman Capital Advisors, LLC |
25 |
PENN SERIES FUNDS INC - International Equity Fund |
25 |
Invesco Bond Fund |
25 |
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
25 |
Global Retirement Partners, LLC |
25 |
Nuveen, LLC |
25 |
GIMFX - GMO TRUST - GMO Implementation Fund |
25 |
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
25 |
Pimco High Income Fund |
25 |
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
25 |
Catalyst Capital Advisors LLC |
25 |
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
25 |
Ellevest, Inc. |
25 |
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
25 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
25 |
Caption Management, LLC |
25 |
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
25 |
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
25 |
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
25 |
Cinctive Capital Management LP |
25 |
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
25 |
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
25 |
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
25 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
25 |
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
25 |
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
25 |
Proficio Capital Partners LLC |
25 |
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
25 |
QS Investors, LLC |
25 |
CENTRAL TRUST Co |
25 |
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
25 |
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
25 |
Lombard Odier Asset Management (USA) Corp |
25 |
Jones Financial Companies Lllp |
25 |
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
25 |
Blackrock Floating Rate Income Trust |
25 |
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class |
25 |
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
25 |
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
25 |
Quantamental Technologies LLC |
25 |
Versant Capital Management, Inc |
25 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
25 |
Public Sector Pension Investment Board |
25 |
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
25 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
25 |
Maverick Capital Ltd |
25 |
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
25 |
Calamos Dynamic Convertible & Income Fund |
25 |
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
25 |
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
25 |
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
25 |
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
25 |
Cambridge Investment Research Advisors, Inc. |
25 |
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
25 |
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
25 |
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
25 |
Ci Investments Inc. |
25 |
Ergoteles LLC |
25 |
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
25 |
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
25 |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
25 |
SBI Securities Co., Ltd. |
24 |
Oppenheimer Funds Inc |
24 |
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
24 |
United Services Automobile Association |
24 |
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
24 |
Raymond James Financial Services Advisors, Inc. |
24 |
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
24 |
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
24 |
Spark Investment Management LLC |
24 |
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
24 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
24 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
24 |
MHITX - MFS SERIES TRUST III - MFS High Income Fund A |
24 |
Gamco Investors, Inc. Et Al |
24 |
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
24 |
BlackRock Japan Co. Ltd |
24 |
United Capital Financial Advisers, Llc |
24 |
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
24 |
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
24 |
PineBridge Investments, L.P. |
24 |
Seven Eight Capital, Lp |
24 |
Advisors Asset Management, Inc. |
24 |
Profund Advisors Llc |
24 |
State of Tennessee, Treasury Department |
24 |
Mirae Asset Global Investments Co., Ltd. |
24 |
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
24 |
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
24 |
Wexford Capital Lp |
24 |
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
24 |
DekaBank Deutsche Girozentrale |
24 |
Private Trust Co Na |
24 |
High Income Opportunities Portfolio - High Income Opportunities Portfolio |
24 |
First Manhattan Co |
24 |
National Bank Of Canada /fi/ |
24 |
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
24 |
Massachusetts Financial Services Co /ma/ |
24 |
Airain ltd |
24 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
24 |
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
24 |
John Hancock Hedged Equity & Income Fund |
24 |
Ancora Advisors, LLC |
24 |
Profunds - Profund Vp Oil & Gas |
24 |
Franklin Ltd Duration Income Trust |
24 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
24 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
24 |
Sonora Investment Management, LLC |
24 |
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
24 |
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
24 |
Commonwealth Equity Services, Llc |
24 |
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
24 |
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
24 |
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
24 |
Loomis Sayles & Co L P |
24 |
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
24 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
24 |
Vanguard World Fund |
24 |
Dark Forest Capital Management Lp |
24 |
Larson Financial Group LLC |
24 |
Dreyfus High Yield Strategies Fund |
24 |
Harvest Fund Management Co., Ltd |
24 |
Brevan Howard Capital Management LP |
24 |
Bell Investment Advisors, Inc |
24 |
Police & Firemen's Retirement System of New Jersey |
24 |
Covestor Ltd |
24 |
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
24 |
Brown Brothers Harriman & Co |
24 |
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
24 |
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
24 |
Aquatic Capital Management LLC |
24 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
24 |
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A |
24 |
Oppenheimer Etf Trust |
24 |
Orion Portfolio Solutions, LLC |
24 |
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares |
24 |
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
24 |
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
24 |
New America High Income Fund Inc |
24 |
Regions Financial Corp |
24 |
Private Capital Group, LLC |
24 |
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
24 |
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares |
24 |
Cnh Partners Llc |
23 |
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
23 |
Cetera Advisor Networks LLC |
23 |
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
23 |
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
23 |
Aigen Investment Management, Lp |
23 |
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
23 |
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
23 |
National Asset Management, Inc. |
23 |
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
23 |
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
23 |
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
23 |
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
23 |
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
23 |
Penn Capital Management Co Inc |
23 |
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
23 |
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
23 |
Menta Capital Llc |
23 |
State Farm Variable Product Trust |
23 |
PPM Funds - PPM High Yield Core Fund (Inst) |
23 |
Nicholas Investment Partners, LP |
23 |
Ing Groep Nv |
23 |
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
23 |
Blackrock Multi-sector Opportunities Trust |
23 |
Municipal Employees' Retirement System of Michigan |
23 |
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
23 |
American Portfolios Advisors |
23 |
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
23 |
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
23 |
State Farm Mutual Fund Trust |
23 |
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund |
23 |
Eagle Asset Management Inc |
23 |
Pimco Strategic Income Fund, Inc |
23 |
Point72 Middle East FZE |
23 |
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
23 |
Great Lakes Advisors, Llc |
23 |
Alps Advisors Inc |
23 |
Texas Permanent School Fund |
23 |
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
23 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
23 |
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
23 |
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund |
23 |
Stratos Wealth Partners, LTD. |
23 |
Skopos Labs, Inc. |
23 |
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
23 |
Smartleaf Asset Management LLC |
23 |
Summit Trail Advisors, Llc |
23 |
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
23 |
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
23 |
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
23 |
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class |
23 |
Advent Claymore Convertible Securities & Income Fund |
23 |
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
23 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
23 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
23 |
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
23 |
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
23 |
Boston Partners |
23 |
Plante Moran Financial Advisors, LLC |
23 |
Blueshift Asset Management, LLC |
23 |
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
23 |
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
23 |
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
23 |
First Hawaiian Bank |
23 |
Vident Investment Advisory, LLC |
23 |
Nomura Asset Management Co Ltd |
23 |
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
23 |
BEDZ - AdvisorShares Trust - AdvisorShares Hotel ETF |
23 |
FNY Investment Advisers, LLC |
23 |
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
23 |
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
23 |
Aviva Plc |
23 |
Brown Advisory Inc |
23 |
Grantham, Mayo, Van Otterloo & Co. LLC |
23 |
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class |
23 |
Calamos Advisors LLC |
23 |
Par Capital Management Inc |
23 |
Louisiana State Employees Retirement System |
23 |
Pictet Asset Management Ltd |
22 |
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
22 |
Voya Senior Income Fund |
22 |
Ronald Blue Trust, Inc. |
22 |
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
22 |
Bridgefront Capital, LLC |
22 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
22 |
Geneos Wealth Management Inc. |
22 |
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
22 |
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
22 |
Visium Asset Management, LP |
22 |
AdvisorNet Financial, Inc |
22 |
Brandywine Global Investment Management, LLC |
22 |
Atom Investors LP |
22 |
Cowen Group, Inc. |
22 |
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
22 |
Hancock Whitney Corp |
22 |
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
22 |
Bluefin Trading, LLC |
22 |
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
22 |
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
22 |
Westpac Banking Corp |
22 |
Karp Capital Management Corp |
22 |
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
22 |
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
22 |
Corebridge Financial, Inc. |
22 |
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A |
22 |
FIL Ltd |
22 |
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
22 |
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
22 |
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF |
22 |
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
22 |
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
22 |
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
22 |
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
22 |
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
22 |
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
22 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio |
22 |
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
22 |
Weiss Strategic Interval Fund |
22 |
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
22 |
Spire Wealth Management |
22 |
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
22 |
Mitsubishi UFJ Trust & Banking Corp |
22 |
Employees Retirement System of Texas |
22 |
Tfs Capital Investment Trust |
22 |
J. Goldman & Co LP |
22 |
Cibc World Markets Corp |
22 |
GAMMA Investing LLC |
22 |
K2 Principal Fund, L.p. |
22 |
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class |
22 |
Jennison Associates Llc |
22 |
Caitong International Asset Management Co., Ltd |
22 |
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
22 |
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
22 |
Cerity Partners LLC |
22 |
SRS Capital Advisors, Inc. |
22 |
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
22 |
Cadence Capital Management Llc |
22 |
Sowell Financial Services LLC |
22 |
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
22 |
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
22 |
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
22 |
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A |
22 |
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
22 |
Advent Capital Management /de/ |
22 |
Oregon Public Employees Retirement Fund |
22 |
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
22 |
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
22 |
Valeo Financial Advisors, LLC |
22 |
First Mercantile Trust Co |
22 |
CIBC Asset Management Inc |
22 |
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
22 |
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
22 |
Tfs Capital Llc |
22 |
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
22 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
22 |
Quarry LP |
22 |
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
22 |
Scopus Asset Management, L.p. |
22 |
Graham Capital Management, L.P. |
22 |
Pathstone Family Office, Llc |
22 |
Massmutual Trust Co Fsb/adv |
22 |
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
22 |
Mason Street Advisors, Llc |
22 |
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
22 |
Amalgamated Financial Corp. |
22 |
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
22 |
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
22 |
Enterprise Financial Services Corp |
21 |
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
21 |
Eaton Vance Floating-rate Income Trust |
21 |
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
21 |
Quest Partners LLC |
21 |
Hartford Mutual Funds Inc/ct |
21 |
FEDERATED CORE TRUST - Federated Bank Loan Core Fund |
21 |
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
21 |
Gemmer Asset Management LLC |
21 |
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
21 |
Occudo Quantitative Strategies Lp |
21 |
Tcw Group Inc |
21 |
Eaton Vance Senior Floating Rate Trust |
21 |
Bank Of Nova Scotia |
21 |
Migdal Insurance & Financial Holdings Ltd. |
21 |
Mercer Global Advisors Inc /adv |
21 |
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
21 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 |
21 |
Western Asset High Income Fund Ii Inc. |
21 |
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class |
21 |
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
21 |
Brinker Capital Investments, LLC |
21 |
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
21 |
SG3 Management, LLC |
21 |
Capital World Investors |
21 |
EntryPoint Capital, LLC |
21 |
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
21 |
Asset Management One Co., Ltd. |
21 |
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
21 |
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
21 |
Jane Street Holding, LLC |
21 |
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS |
21 |
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund |
21 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
21 |
Umb Bank N A/mo |
21 |
Pictet Asset Management Holding SA |
21 |
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
21 |
Athanor Capital, Lp |
21 |
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
21 |
Holocene Advisors, LP |
21 |
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
21 |
State of Alaska, Department of Revenue |
21 |
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
21 |
Catalyst Funds Management Pty Ltd |
21 |
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
21 |
Rafferty Asset Management, LLC |
21 |
FORA Capital, LLC |
21 |
Waddell & Reed Financial Inc |
21 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
21 |
Sciencast Management LP |
21 |
Point72 Asia (Singapore) Pte. Ltd. |
21 |
Barings Llc |
21 |
Baird Financial Group, Inc. |
21 |
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
21 |
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
21 |
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
21 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
21 |
Fieldpoint Private Securities, LLC |
21 |
Mml Investors Services, Llc |
21 |
Claymore Exchange-traded Fund Trust |
21 |
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A |
21 |
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
21 |
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
21 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
21 |
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
21 |
Bokf, Na |
21 |
Eaton Vance Senior Income Trust |
21 |
LS Investment Advisors, LLC |
21 |
Sandy Spring Bank |
21 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
21 |
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
21 |
Ground Swell Capital, LLC |
21 |
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
21 |
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
21 |
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio |
21 |
Rehmann Capital Advisory Group |
21 |
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
21 |
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
21 |
Hillsdale Investment Management Inc. |
21 |
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
21 |
MAI Capital Management |
21 |
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
21 |
Brookfield Asset Management Inc. |
21 |
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
21 |
RidgeWorth Capital Management LLC |
21 |
Sofos Investments, Inc. |
21 |
John Hancock Investors Trust |
21 |
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
21 |
D.a. Davidson & Co. |
21 |
Polar Asset Management Partners Inc. |
21 |
C M Bidwell & Associates Ltd |
21 |
Vestcor Inc |
21 |
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
21 |
EAM Investors, LLC |
21 |
Crossmark Global Holdings, Inc. |
21 |
Spot Trading L.L.C |
21 |
True Wealth Design, LLC |
21 |
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
21 |
MQS Management LLC |
21 |
Commonwealth Bank Of Australia |
21 |
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
21 |
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
21 |
Quantinno Capital Management LP |
21 |
Whittier Trust Co |
21 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
21 |
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A |
21 |
Soros Fund Management Llc |
21 |
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
21 |
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I |
20 |
Intrinsic Edge Capital Management LLC |
20 |
Delaware Enhanced Global Dividend & Income Fund |
20 |
Harel Insurance Investments & Financial Services Ltd. |
20 |
Princeton Alpha Management LP |
20 |
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A |
20 |
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
20 |
Ajo, Lp |
20 |
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
20 |
Chicago Equity Partners Llc |
20 |
Atria Investments Llc |
20 |
1832 Asset Management L.P. |
20 |
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
20 |
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
20 |
Duality Advisers, Lp |
20 |
Water Island Capital Llc |
20 |
HG Vora Capital Management, LLC |
20 |
Hartland & Co., LLC |
20 |
Cornerstone Advisors, Inc. |
20 |
ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
20 |
Yousif Capital Management, Llc |
20 |
Amundi |
20 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
20 |
Whittier Trust Co Of Nevada Inc |
20 |
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
20 |
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
20 |
JustInvest LLC |
20 |
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF |
20 |
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
20 |
Securian Asset Management, Inc |
20 |
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
20 |
Rydex Etf Trust |
20 |
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) |
20 |
Blair William & Co/il |
20 |
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
20 |
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
20 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
20 |
Exchange Traded Concepts, Llc |
20 |
Intech Investment Management Llc |
20 |
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
20 |
SAC Capital Advisors LP |
20 |
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund |
20 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
20 |
SECOR Capital Advisors, LP |
20 |
International Assets Investment Management, Llc |
20 |
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
20 |
Van Eck Associates Corp |
20 |
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
20 |
Rothschild Investment Llc |
20 |
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class |
20 |
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
20 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
20 |
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
20 |
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
20 |
Levin Capital Strategies, L.p. |
20 |
Capula Management Ltd |
20 |
GABELLI & Co INVESTMENT ADVISERS, INC. |
20 |
Compagnie Lombard Odier SCmA |
20 |
Invesco Dynamic Credit Opportunities Fund |
20 |
Picton Mahoney Asset Management |
20 |
Pictet Asset Management Sa |
20 |
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
20 |
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) |
20 |
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
20 |
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES |
20 |
World Asset Management Inc |
20 |
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
20 |
First New York Securities Llc /ny |
20 |
Hutchin Hill Capital, LP |
20 |
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
20 |
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A |
20 |
Pinnacle Wealth Planning Services, Inc. |
20 |
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
20 |
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
20 |
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
20 |
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
20 |
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
20 |
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
20 |
Sumitomo Mitsui Trust Holdings, Inc. |
20 |
First Trust High Yield Opportunities 2027 Term Fund |
20 |
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
20 |
Advanced Series Trust - Ast Advanced Strategies Portfolio |
20 |
Toroso Investments, LLC |
20 |
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
20 |
APG Asset Management N.V. |
20 |
Element Capital Management Llc |
20 |
Echo Street Capital Management LLC |
20 |
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
20 |
Allianzgi Diversified Income & Convertible Fund |
20 |
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. |
20 |
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class |
20 |
Howe & Rusling Inc |
20 |
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
20 |
Twinbeech Capital Lp |
20 |
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
20 |
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
20 |
Gradient Investments LLC |
20 |
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
20 |
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund |
19 |
Retirement Systems of Alabama |
19 |
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio |
19 |
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
19 |
Daiwa Securities Group Inc. |
19 |
Harbour Investments, Inc. |
19 |
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
19 |
Synovus Financial Corp |
19 |
Assenagon Asset Management S.A. |
19 |
Entropy Technologies, LP |
19 |
State Of Michigan Retirement System |
19 |
Associated Banc-corp |
19 |
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
19 |
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
19 |
Blackstone / Gso Long-short Credit Income Fund |
19 |
FDx Advisors, Inc. |
19 |
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
19 |
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
19 |
Symphony Asset Management Llc |
19 |
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
19 |
Twin Tree Management, LP |
19 |
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
19 |
Petrus Trust Company, LTA |
19 |
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
19 |
Shellback Capital, LP |
19 |
Patriot Financial Group Insurance Agency, LLC |
19 |
Teza Capital Management LLC |
19 |
Nuveen Floating Rate Income Fund |
19 |
Carroll Financial Associates, Inc. |
19 |
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
19 |
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
19 |
Skandinaviska Enskilda Banken AB (publ) |
19 |
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
19 |
Cetera Investment Advisers |
19 |
361 Capital Llc |
19 |
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
19 |
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A |
19 |
Weld Capital Management Llc |
19 |
Evoke Wealth, Llc |
19 |
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class |
19 |
Mirabella Financial Services Llp |
19 |
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
19 |
OOTO - Direxion Shares ETF Trust - Direxion Daily Travel & Vacation Bull 2X Shares |
19 |
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
19 |
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A |
19 |
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A |
19 |
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
19 |
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A |
19 |
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
19 |
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
19 |
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
19 |
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
19 |
Benjamin F. Edwards & Company, Inc. |
19 |
Clinton Group Inc |
19 |
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
19 |
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
19 |
Shay Capital LLC |
19 |
Moody National Bank Trust Division |
19 |
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
19 |
Sunbelt Securities, Inc. |
19 |
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
19 |
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
19 |
Northwestern Mutual Investment Management Company, Llc |
19 |
Deere & Co |
19 |
Prospera Financial Services Inc |
19 |
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
19 |
Senator Investment Group LP |
19 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
19 |
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
19 |
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
19 |
Kkr Income Opportunities Fund |
19 |
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
19 |
Utah Retirement Systems |
19 |
Pearl River Capital, LLC |
19 |
Nuveen Credit Strategies Income Fund |
19 |
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
19 |
Aster Capital Management (DIFC) Ltd |
19 |
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
19 |
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
19 |
San Francisco Sentry Investment Group (ca) |
19 |
Alphacrest Capital Management Llc |
19 |
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
19 |
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
19 |
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
19 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
19 |
Ontario Teachers Pension Plan Board |
19 |
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
19 |
EBI - RBB Fund Trust - Longview Advantage ETF |
19 |
Zweig-DiMenna Associates LLC |
19 |
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
19 |
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
19 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
19 |
Boston Private Wealth Llc |
19 |
Jnl Variable Fund Llc - Jnl/mellon Consumer Discretionary Sector Fund (a) |
19 |
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
19 |
Shelton Capital Management |
19 |
FNY Managed Accounts LLC |
19 |
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
19 |
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
19 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
19 |
MARSHALL WACE ASIA Ltd |
19 |
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I |
19 |
Western Asset Global High Income Fund Inc. |
19 |
Point72 (DIFC) Ltd |
19 |
Advisory Research Inc |
19 |
Td Private Client Wealth Llc |
18 |
L & S Advisors Inc |
18 |
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
18 |
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A |
18 |
WFG Advisors, LP |
18 |
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
18 |
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
18 |
Nine Chapters Capital Management LLC |
18 |
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
18 |
Chartwell Investment Partners, Llc |
18 |
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF |
18 |
Clearbridge Investments, LLC |
18 |
Invesco High Income Trust Ii |
18 |
USA Financial Portformulas Corp |
18 |
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
18 |
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
18 |
Sherbrooke Park Advisers Llc |
18 |
Eqis Capital Management, Inc. |
18 |
Versor Investments LP |
18 |
CastleKnight Management LP |
18 |
FNY Partners Fund LP |
18 |
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
18 |
Westfield Capital Management Co Lp |
18 |
Nebula Research & Development LLC |
18 |
Maven Securities LTD |
18 |
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
18 |
Globeflex Capital L P |
18 |
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
18 |
Sutton Wealth Advisors Inc. |
18 |
Wipfli Financial Advisors Llc, |
18 |
JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
18 |
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
18 |
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
18 |
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
18 |
Vantage Consulting Group Inc |
18 |
Martingale Asset Management L P |
18 |
Manchester Capital Management LLC |
18 |
Hanseatic Management Services Inc |
18 |
Parametrica Management Ltd |
18 |
New Mexico Educational Retirement Board |
18 |
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
18 |
Itau Unibanco Holding S.A. |
18 |
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
18 |
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
18 |
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
18 |
Pentwater Capital Management LP |
18 |
Blackstone / Gso Strategic Credit Fund |
18 |
Ameritas Advisory Services, LLC |
18 |
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
18 |
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
18 |
Enlightenment Research, LLC |
18 |
New York Life Investment Management Llc |
18 |
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio |
18 |
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
18 |
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
18 |
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
18 |
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
18 |
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund |
18 |
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
18 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
18 |
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
18 |
Fred Alger Management, Llc |
18 |
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity |
18 |
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
18 |
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I |
18 |
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
18 |
Snowden Capital Advisors LLC |
18 |
Financial Management Professionals, Inc. |
18 |
MYDA Advisors LLC |
18 |
Griffin Institutional Access Credit Fund |
18 |
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
18 |
Edgestream Partners, L.P. |
18 |
Xponance, Inc. |
18 |
PEJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Leisure and Entertainment ETF |
18 |
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
18 |
Suntrust Banks Inc |
18 |
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
18 |
Robeco Institutional Asset Management B.V. |
18 |
Sound Income Strategies, LLC |
18 |
Golden State Wealth Management, LLC |
18 |
Weiss Asset Management LP |
18 |
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
18 |
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A |
18 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
18 |
Johnson Financial Group, Inc. |
18 |
TD Waterhouse Canada Inc. |
18 |
Capital Advisors, Ltd. LLC |
18 |
Fs Multi-alternative Income Fund |
18 |
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
18 |
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
18 |
Meridian Wealth Partners, LLC |
18 |
WealthTrust-Arizona, LLC |
18 |
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
18 |
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
18 |
Sawtooth Solutions, LLC |
18 |
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
18 |
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
18 |
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
18 |
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class |
18 |
Sequoia Financial Advisors, LLC |
18 |
Stone Ridge Asset Management LLC |
18 |
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
18 |
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
18 |
CAPROCK Group, Inc. |
18 |
Interval Partners, LP |
18 |
Zeke Capital Advisors, Llc |
18 |
BNP Paribas Investment Partners S.A. |
18 |
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
18 |
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A |
18 |
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
18 |
FourThought Financial, LLC |
18 |
Baker Avenue Asset Management, LP |
18 |
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A |
18 |
Eaton Vance Short Duration Diversified Income Fund |
18 |
Belpointe Asset Management LLC |
18 |
Capital Growth Management Lp |
17 |
National Planning Corp |
17 |
Maryland State Retirement & Pension System |
17 |
NN Investment Partners Holdings N.V. |
17 |
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
17 |
Blackstone Group Inc |
17 |
Alpha Paradigm Partners, LLC |
17 |
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
17 |
We Are One Seven, LLC |
17 |
Diametric Capital, LP |
17 |
Hartford Series Fund Inc |
17 |
Pathstone Holdings, LLC |
17 |
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
17 |
North Fourth Asset Management, LP |
17 |
Financial Gravity Companies, Inc. |
17 |
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
17 |
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
17 |
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A |
17 |
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
17 |
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
17 |
Advanced Series Trust - Ast Small-cap Growth Portfolio |
17 |
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A |
17 |
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
17 |
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
17 |
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
17 |
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
17 |
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
17 |
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
17 |
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
17 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
17 |
FinTrust Capital Advisors, LLC |
17 |
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
17 |
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A |
17 |
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
17 |
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
17 |
Bridgewater Associates, LP |
17 |
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
17 |
Oppenheimer Quest For Value Funds |
17 |
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
17 |
Global Income Builder Portfolio - Global Income Builder Portfolio |
17 |
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
17 |
Boston Income Portfolio - Boston Income Portfolio |
17 |
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
17 |
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
17 |
Cornercap Investment Counsel Inc |
17 |
Fortitude Family Office, LLC |
17 |
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 |
17 |
Vident Advisory, LLC |
17 |
Delaware Investments Dividend & Income Fund, Inc |
17 |
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
17 |
Guggenheim Strategic Opportunities Fund |
17 |
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
17 |
Segantii Capital Management Ltd |
17 |
Checchi Capital Advisers, LLC |
17 |
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
17 |
ASIHX - American Century Investment Trust - Strategic Income Fund C Class |
17 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
17 |
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
17 |
Bogle Investment Management L P /de/ |
17 |
Ascend Capital, Llc |
17 |
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF |
17 |
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
17 |
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
17 |
American Funds Insurance Series |
17 |
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
17 |
Arrowgrass Capital Partners (us) Lp |
17 |
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
17 |
Farmers & Merchants Investments Inc |
17 |
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF |
17 |
Assured Investment Management LLC |
17 |
Headlands Technologies LLC |
17 |
Inceptionr Llc |
17 |
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
17 |
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
17 |
Universal- Beteiligungs- und Servicegesellschaft mbH |
17 |
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A |
17 |
Jaffetilchin Investment Partners, LLC |
17 |
Nuveen Floating Rate Income Opportunity Fund |
17 |
Nuveen Senior Income Fund |
17 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 |
17 |
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
17 |
Bb&t Securities, Llc |
17 |
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
17 |
Armistice Capital, Llc |
17 |
HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
17 |
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. |
17 |
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
17 |
Nuveen Multi-Asset Income Fund |
17 |
Quent Capital, LLC |
17 |
Standard Life Aberdeen plc |
17 |
Keebeck Alpha, LP |
17 |
Ethic Inc. |
17 |
Flagship Harbor Advisors, Llc |
17 |
Cullen/frost Bankers, Inc. |
17 |
Integral Derivatives, LLC |
17 |
Cigna Investments Inc /new |
17 |
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
17 |
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
17 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
17 |
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
17 |
Empowered Funds, LLC |
17 |
Three Peaks Capital Management, LLC |
17 |
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
17 |
JRNY - ALPS ETF Trust - ALPS Global Travel Beneficiaries ETF |
17 |
Guggenheim Active Allocation Fund |
17 |
1060 Capital, LLC |
17 |
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
17 |
Wealthcare Advisory Partners LLC |
17 |
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
17 |
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
17 |
Scoggin Management Lp |
17 |
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
17 |
AHL Partners LLP |
17 |
Stephens Inc /ar/ |
17 |
Venturi Wealth Management, LLC |
17 |
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
17 |
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
17 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
17 |
Crestline Management, LP |
17 |
Ionic Capital Management LLC |
17 |
Antara Capital LP |
17 |
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
17 |
EverPoint Asset Management, LLC |
16 |
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
16 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
16 |
Elite Wealth Management, Inc. |
16 |
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
16 |
PENN SERIES FUNDS INC - Flexibly Managed Fund |
16 |
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF |
16 |
Old Mission Capital Llc |
16 |
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class |
16 |
Earnest Partners Llc |
16 |
Jpmorgan Trust Iii |
16 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
16 |
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
16 |
General Motors Investment Management Corp |
16 |
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
16 |
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A |
16 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
16 |
Aberdeen Global Income Fund Inc |
16 |
Allianzgi Convertible & Income Fund |
16 |
Aristeia Capital Llc |
16 |
Myriad Asset Management Ltd. |
16 |
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
16 |
Salem Investment Counselors Inc |
16 |
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
16 |
Allianzgi Convertible & Income Fund Ii |
16 |
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV |
16 |
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
16 |
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
16 |
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
16 |
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
16 |
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
16 |
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
16 |
Q Global Advisors, LLC |
16 |
Cornerstone Planning Group LLC |
16 |
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
16 |
Pioneer High Income Trust |
16 |
BBT Capital Management, LLC |
16 |
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
16 |
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
16 |
Tcwp Llc |
16 |
Xact Kapitalforvaltning AB |
16 |
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
16 |
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
16 |
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
16 |
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
16 |
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
16 |
VCGAX - VALIC Co I - Growth & Income Fund |
16 |
Handelsbanken Fonder AB |
16 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 |
16 |
Prudential Plc |
16 |
Caisse De Depot Et Placement Du Quebec |
16 |
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
16 |
Financial Architects, Inc |
16 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
16 |
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
16 |
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
16 |
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
16 |
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
16 |
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
16 |
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
16 |
Psagot Value Holdings Ltd. / (Israel) |
16 |
Ameritas Investment Corp |
16 |
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
16 |
Lighthouse Investment Partners, LLC |
16 |
FDLSX - FIDELITY SELECT PORTFOLIOS - Leisure Portfolio |
16 |
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
16 |
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
16 |
Old Mutual Customised Solutions (proprietary) Ltd |
16 |
Creative Financial Designs Inc /adv |
16 |
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
16 |
Putnam ETF Trust - Putnam ESG High Yield ETF - |
16 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
16 |
Edmond De Rothschild Holding S.a. |
16 |
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
16 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
16 |
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
16 |
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
16 |
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
16 |
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
16 |
NewSquare Capital LLC |
16 |
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
16 |
Mckinley Capital Management Llc /delaware |
16 |
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
16 |
Treasurer of the State of North Carolina |
16 |
Capital Bank & Trust Co |
16 |
Analytic Investors, LLC |
16 |
BPTRX - BARON SELECT FUNDS - Baron Partners Fund |
16 |
Sumitomo Mitsui DS Asset Management Company, Ltd |
16 |
Global X Management CO LLC |
16 |
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A |
16 |
Trust Co Of Vermont |
16 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
16 |
Brinker Capital Inc |
16 |
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
16 |
Tarbox Family Office, Inc. |
16 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
16 |
CIBC World Markets Inc. |
16 |
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
16 |
Arkadios Wealth Advisors |
16 |
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
16 |
Diversified Trust Co |
16 |
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I |
16 |
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
16 |
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV |
16 |
Koch Industries Inc |
16 |
Jfs Wealth Advisors, Llc |
16 |
Gts Securities Llc |
16 |
Commerce Bank |
16 |
Ensign Peak Advisors, Inc |
16 |
Wilbanks Smith & Thomas Asset Management Llc |
16 |
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
16 |
Guardian Wealth Advisors, LLC |
16 |
Westchester Capital Management, LLC |
16 |
Turner Investments, L.p. |
16 |
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
16 |
HOTL - Kelly Strategic ETF Trust - Kelly Hotel & Lodging Sector ETF |
16 |
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
16 |
Adage Capital Partners Gp, L.l.c. |
16 |
Oppenheimer Global Multi Strategies Fund |
16 |
First Allied Advisory Services, Inc. |
16 |
Wedge Capital Management L L P/nc |
16 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class |
16 |
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
16 |
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
16 |
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund |
16 |
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A |
16 |
Mv Capital Management, Inc. |
16 |
Western Asset High Yield Defined Opportunity Fund Inc. |
16 |
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF |
16 |
Wealth Enhancement Advisory Services, Llc |
16 |
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
16 |
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
16 |
DAVENPORT & Co LLC |
16 |
Arden Investment Series Trust |
16 |
CSat Investment Advisory, L.P. |
16 |
Timber Hill LLC |
16 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
16 |
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I |
16 |
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
16 |
BI Asset Management Fondsmaeglerselskab A/S |
16 |
CenterStar Fund, LLC |
16 |
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
16 |
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
16 |
Avion Wealth |
16 |
Kennedy Capital Management, Inc. |
16 |
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
16 |
Wetherby Asset Management Inc |
16 |
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV |
16 |
Fisher Asset Management, LLC |
16 |
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
16 |
Old Mutual Global Investors (UK) Ltd. |
16 |
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV |
16 |
Nuveen Real Asset Income & Growth Fund |
16 |
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
16 |
HighVista Strategies LLC |
16 |
AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
16 |
Gideon Capital Advisors, Inc. |
16 |
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio |
16 |
IWB - iSHARES TRUST - iShares Russell 1000 ETF |
16 |
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
16 |
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
16 |
Oasis Management Co Ltd. |
16 |
RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
16 |
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
16 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
16 |
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
16 |
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional |
16 |
Forum Funds |
16 |
Capital Performance Advisors Llp |
16 |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
16 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
16 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
16 |
Baystate Wealth Management LLC |
16 |
Lenox Wealth Advisors, LLC |
16 |
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
16 |
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
16 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
16 |
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares |
16 |
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A |
16 |
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A |
16 |
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV |
16 |
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A |
16 |
Hemington Wealth Management |
16 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
15 |
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
15 |
Gabelli Equity Trust Inc |
15 |
Land & Buildings Investment Management, LLC |
15 |
IWM - iSHARES TRUST - iShares Russell 2000 ETF |
15 |
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A |
15 |
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
15 |
QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
15 |
PENN SERIES FUNDS INC - Small Cap Index Fund |
15 |
Kore Private Wealth LLC |
15 |
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
15 |
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund |
15 |
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund |
15 |
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
15 |
Brasada Capital Management, Lp |
15 |
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
15 |
PPM Funds - PPM Floating Rate Income Fund (Inst) |
15 |
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
15 |
Atlantic Trust, LLC |
15 |
Woodline Partners LP |
15 |
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
15 |
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
15 |
Invictus RG |
15 |
Continuum Advisory, LLC |
15 |
QCVAX - Clearwater Investment Trust - Clearwater International Fund |
15 |
Caas Capital Management Lp |
15 |
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
15 |
Franklin Universal Trust |
15 |
Freestone Capital Holdings, LLC |
15 |
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
15 |
Ashton Thomas Private Wealth, LLC |
15 |
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
15 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
15 |
Six Circles Trust - Six Circles Global Bond Fund |
15 |
First Personal Financial Services |
15 |
JHMC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Consumer Discretionary ETF |
15 |
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
15 |
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
15 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
15 |
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
15 |
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
15 |
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
15 |
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
15 |
Institutional & Family Asset Management, Llc |
15 |
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
15 |
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
15 |
Allstate Corp |
15 |
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
15 |
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
15 |
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
15 |
VCHYX - VALIC Co II - High Yield Bond Fund |
15 |
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
15 |
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
15 |
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
15 |
Spring Creek Capital Llc |
15 |
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
15 |
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
15 |
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
15 |
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
15 |
Sei Trust Co |
15 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
15 |
Westside Investment Management, Inc. |
15 |
PointState Capital LP |
15 |
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
15 |
Systematic Financial Management Lp |
15 |
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
15 |
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
15 |
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 |
15 |
Capital Research Global Investors |
15 |
Prestige Wealth Management Group LLC |
15 |
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
15 |
Sanctuary Advisors, LLC |
15 |
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
15 |
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
15 |
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
15 |
Lsv Asset Management |
15 |
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
15 |
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
15 |
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
15 |
Valley National Advisers Inc |
15 |
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
15 |
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C |
15 |
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A |
15 |
Crewe Advisors LLC |
15 |
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A |
15 |
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund |
15 |
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
15 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
15 |
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
15 |
IMC-Chicago, LLC |
15 |
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
15 |
North Star Investment Management Corp. |
15 |
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
15 |
Trustcore Financial Services, Llc |
15 |
Avantax Planning Partners, Inc. |
15 |
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
15 |
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund |
15 |
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
15 |
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
15 |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
15 |
Bailard, Inc. |
15 |
Capital Guardian Trust Co |
15 |
Comerica Securities,inc. |
15 |
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class |
15 |
Mint Tower Capital Management B.V. |
15 |
Janus Capital Management Llc |
15 |
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia |
15 |
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
15 |
Peak6 Llc |
15 |
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
15 |
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
15 |
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
15 |
UniSuper Management Pty Ltd |
15 |
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
15 |
NSIDX - Northern Funds - Northern Small Cap Index Fund |
15 |
Advisors Preferred, LLC |
15 |
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
15 |
Ares Dynamic Credit Allocation Fund, Inc. |
15 |
Coastal Investment Advisors, Inc. |
15 |
NSGRX - Northern Funds - Northern Small Cap Core Fund |
15 |
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF |
15 |
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
15 |
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A |
15 |
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A |
15 |
Nuveen Short Duration Credit Opportunities Fund |
15 |
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
15 |
VCSLX - VALIC Co I - Small Cap Index Fund |
15 |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
15 |
Corton Capital Inc. |
15 |
Alambic Investment Management, L.P. |
15 |
Keybank National Association/oh |
15 |
Vanguard Horizon Funds |
15 |
Quinn Opportunity Partners LLC |
15 |
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
15 |
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
15 |
Axq Capital, Lp |
15 |
Winton Diversified Opportunities Fund |
15 |
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
15 |
CI Private Wealth, LLC |
15 |
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
15 |
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
15 |
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
15 |
Vanguard Whitehall Funds |
15 |
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF |
15 |
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
15 |
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M |
15 |
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
15 |
DAACX - Adviser Managed Trust - Diversified Equity Fund |
15 |
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
15 |
Pitcairn Co |
15 |
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
15 |
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I |
15 |
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
15 |
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
15 |
Capstone Asset Management Co |
15 |
Veritable, L.P. |
15 |
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class |
15 |
Reilly Financial Advisors, Llc |
15 |
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
15 |
MML Series Investment Fund II - MML Equity Rotation Fund Class II |
15 |
Blackstone / Gso Floating Rate Enhanced Income Fund |
15 |
Alera Investment Advisors, LLC |
15 |
Counterpoint Mutual Funds LLC |
15 |
JIHDX - John Hancock Funds II - High Yield Fund Class 1 |
15 |
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
15 |
Harvest Group Wealth Management, Llc |
15 |
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
15 |
Mather Group, Llc. |
15 |
Neo Ivy Capital Management |
15 |
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
15 |
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
15 |
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
15 |
MUFG Securities EMEA plc |
15 |
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
15 |
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class |
15 |
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF |
15 |
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) |
15 |
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
15 |
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
15 |
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
15 |
IndexIQ Advisors LLC |
15 |
Royce & Associates Lp |
15 |
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
15 |
Twin Peaks Wealth Advisors, LLC |
15 |
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
15 |
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
15 |
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
15 |
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
15 |
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF |
15 |
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A |
15 |
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
15 |
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
15 |
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
15 |
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
15 |
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
15 |
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y |
15 |
FineMark National Bank & Trust |
15 |
Csenge Advisory Group |
15 |
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
15 |
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
15 |
Zions Bancorporation, N.A. |
15 |
Mount Yale Investment Advisors, LLC |
15 |
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
14 |
Advisor Partners Llc |
14 |
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
14 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
14 |
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund |
14 |
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
14 |
WASHINGTON TRUST Co |
14 |
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
14 |
Avantax Advisory Services, Inc. |
14 |
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
14 |
Pine River Capital Management L.P. |
14 |
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
14 |
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A |
14 |
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
14 |
Raymond James Trust N.a. |
14 |
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
14 |
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF |
14 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
14 |
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A |
14 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
14 |
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
14 |
Monarch Partners Asset Management LLC |
14 |
TIG Advisors, LLC |
14 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
14 |
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
14 |
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
14 |
Illinois Municipal Retirement Fund |
14 |
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
14 |
Readystate Asset Management Lp |
14 |
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
14 |
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
14 |
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
14 |
Cerebellum GP, LLC |
14 |
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
14 |
Savant Capital, LLC |
14 |
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
14 |
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
14 |
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
14 |
Optiver Holding B.V. |
14 |
GV Financial Advisors |
14 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
14 |
Cookson Peirce & Co Inc |
14 |
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
14 |
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A |
14 |
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
14 |
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF |
14 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
14 |
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
14 |
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
14 |
Townsquare Capital Llc |
14 |
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
14 |
Sanctuary Wealth Advisors, LLC |
14 |
Wealthcare Capital Management Llc |
14 |
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
14 |
BRYN MAWR TRUST Co |
14 |
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
14 |
IBM Retirement Fund |
14 |
Shepherd Kaplan Krochuk, Llc |
14 |
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
14 |
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
14 |
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
14 |
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
14 |
Smith Asset Management Group Lp |
14 |
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
14 |
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
14 |
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
14 |
Stonebridge Capital Advisors LLC |
14 |
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I |
14 |
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
14 |
Bartlett & Co. LLC |
14 |
IHT Wealth Management, LLC |
14 |
AE Wealth Management LLC |
14 |
Virtus Global Multi-sector Income Fund |
14 |
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
14 |
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
14 |
Pioneer Floating Rate Trust |
14 |
Bay Harbor Wealth Management, LLC |
14 |
nVerses Capital, LLC |
14 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
14 |
Envestnet Portfolio Solutions, Inc. |
14 |
Quantitative Investment Management, LLC |
14 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
14 |
CoreCap Advisors, LLC |
14 |
Cohen & Steers, Inc. |
14 |
Prescott Group Capital Management, L.l.c. |
14 |
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
14 |
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
14 |
VCSBX - VALIC Co II - Strategic Bond Fund |
14 |
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund |
14 |
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged |
14 |
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
14 |
Alpine Woods Capital Investors, Llc |
14 |
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
14 |
Schubert & Co |
14 |
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
14 |
Agf Investments Inc. |
14 |
Kistler-Tiffany Companies, LLC |
14 |
Private Wealth Management Group, LLC |
14 |
Kepos Capital LP |
14 |
Disciplined Investments, LLC |
14 |
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
14 |
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
14 |
Monashee Investment Management LLC |
14 |
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
14 |
ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
14 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
14 |
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
14 |
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
14 |
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
14 |
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
14 |
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services |
14 |
Moors & Cabot, Inc. |
14 |
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
14 |
Scotia Capital Inc. |
14 |
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
14 |
ETRADE Capital Management LLC |
14 |
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
14 |
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
14 |
GURAX - GUGGENHEIM FUNDS TRUST - Guggenheim Risk Managed Real Estate Fund A-Class |
14 |
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
14 |
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
14 |
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
14 |
Profunds - Profund Vp Consumer Services |
14 |
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A |
14 |
Jnl Series Trust - Jnl/crescent High Income Fund (a) |
14 |
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
14 |
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
14 |
Jnl Series Trust - Jnl/invesco Global Real Estate Fund (a) |
14 |
MCF Advisors LLC |
14 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
14 |
DRW Securities, LLC |
14 |
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
14 |
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
14 |
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
14 |
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
14 |
TRYP - Tidal ETF Trust - SonicShares Airlines, Hotels, Cruise Lines ETF |
14 |
Western Asset High Income Opportunity Fund Inc. |
14 |
Highlander Capital Management, LLC |
14 |
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
14 |
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
14 |
Marathon Trading Investment Management LLC |
14 |
Seacrest Wealth Management, Llc |
14 |
Virtus Investment Advisers, Inc. |
14 |
Pinnacle Associates Ltd |
14 |
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
14 |
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
14 |
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
14 |
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
14 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
14 |
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
14 |
Zimmer Partners, LP |
14 |
Klp Kapitalforvaltning As |
14 |
Centaurus Financial, Inc. |
14 |
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
14 |
Candriam Luxembourg S.C.A. |
14 |
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF |
14 |
Jupiter Asset Management Ltd |
14 |
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A |
14 |
Jain Global LLC |
14 |
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
14 |
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
14 |
VCBDX - VALIC Co I - Core Bond Fund |
14 |
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
14 |
Stormborn Capital Management, Llc |
14 |
Livforsakringsbolaget Skandia, Omsesidigt |
14 |
KKR Credit Opportunities Portfolio |
14 |
James Investment Research Inc |
14 |
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class |
14 |
Glazer Capital, Llc |
14 |
SLPIX - Profunds - Small-cap Profund Investor Class |
14 |
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
14 |
Cowen And Company, Llc |
14 |
Machina Capital S.a.s. |
14 |
Prime Capital Investment Advisors, LLC |
14 |
I.g. Investment Management, Ltd. |
14 |
Atlas Capital Advisors Llc |
14 |
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
14 |
Wealthspire Advisors, LLC |
14 |
Paces Ferry Wealth Advisors, Llc |
14 |
Asset Dedication, LLC |
14 |
Money Concepts Capital Corp |
14 |
Governors Lane LP |
14 |
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
14 |
BlueMar Capital Management, LLC |
14 |
Profunds - Profund Vp Small-cap |
14 |
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
14 |
Liberty Mutual Group Asset Management Inc. |
14 |
Invictus RG Pte. Ltd. |
14 |
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
14 |
Profunds - Profund Vp Ultrasmall-cap |
14 |
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
14 |
Capital Asset Advisory Services LLC |
14 |
VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
14 |
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
14 |
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
14 |
Dorsey Wright & Associates |
14 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C |
14 |
FLDFX - Meeder Funds - BALANCED FUND Retail Class |
13 |
Regentatlantic Capital Llc |
13 |
Truvestments Capital Llc |
13 |
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
13 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
13 |
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
13 |
Citizens Financial Group Inc/ri |
13 |
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
13 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
13 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
13 |
Capital International Investors |
13 |
ISAM Funds (UK) Ltd |
13 |
William Blair Investment Management, Llc |
13 |
Dialectic Capital Management, Lp |
13 |
VCCBX - VALIC Co II - Core Bond Fund |
13 |
Mizuho Securities Usa Llc |
13 |
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A |
13 |
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I |
13 |
Steward Financial Group LLC |
13 |
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
13 |
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund |
13 |
Highline Capital Management, L.p. |
13 |
Carlson Capital L P |
13 |
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
13 |
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
13 |
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
13 |
Dynamic Technology Lab Pte Ltd |
13 |
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
13 |
Boulder Hill Capital Management Lp |
13 |
Iridian Asset Management Llc/ct |
13 |
Tibra Equities Europe Ltd |
13 |
Legacy Financial Advisors, Inc. |
13 |
Glg Llc |
13 |
Belvedere Trading LLC |
13 |
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A |
13 |
Fortitude Advisory Group L.L.C. |
13 |
Pnc Funds |
13 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
13 |
Sageworth Trust Co |
13 |
First Horizon Corp |
13 |
Smithfield Trust Co |
13 |
Oppenheimer Variable Account Funds |
13 |
GW&K Investment Management, LLC |
13 |
Redwood Investment Management, Llc |
13 |
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
13 |
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
13 |
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
13 |
Lombard Odier Asset Management (Switzerland) SA |
13 |
Rational Advisors Llc |
13 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
13 |
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
13 |
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
13 |
Lee Financial Co |
13 |
Banco Santander, S.A. |
13 |
Empyrean Capital Partners, LP |
13 |
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
13 |
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
13 |
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard |
13 |
American National Bank |
13 |
PACIFIC SELECT FUND - Core Income Portfolio Class I |
13 |
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
13 |
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
13 |
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
13 |
Truewealth Llc |
13 |
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
13 |
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
13 |
Parkwood LLC |
13 |
Castleark Management Llc |
13 |
Ieq Capital, Llc |
13 |
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
13 |
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund |
13 |
CVA Family Office, LLC |
13 |
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional |
13 |
IFM Investors Pty Ltd |
13 |
Waratah Capital Advisors Ltd. |
13 |
Advantage Investment Management, Llc |
13 |
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
13 |
Wedbush Securities Inc |
13 |
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
13 |
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
13 |
GLG Partners LP |
13 |
Advanced Series Trust - Ast Small-cap Value Portfolio |
13 |
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A |
13 |
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
13 |
Yorktown Management & Research Co Inc |
13 |
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A |
13 |
Usca Ria Llc |
13 |
Banque Pictet & Cie Sa |
13 |
Elequin Capital Lp |
13 |
Segall Bryant & Hamill, Llc |
13 |
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
13 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
13 |
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
13 |
MBOVX - M FUND INC - M Large Cap Value Fund |
13 |
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
13 |
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF |
13 |
Knights of Columbus Asset Advisors LLC |
13 |
Rise Advisors, LLC |
13 |
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
13 |
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
13 |
BDO Wealth Advisors, LLC |
13 |
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
13 |
Islet Management, LP |
13 |
Resources Investment Advisors, LLC. |
13 |
Liberty Wealth Management Llc |
13 |
RFP Financial Group LLC |
13 |
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
13 |
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
13 |
Solstein Capital, LLC |
13 |
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
13 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
13 |
Canyon Capital Advisors Llc |
13 |
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
13 |
Stephens Consulting, LLC |
13 |
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A |
13 |
Kestra Advisory Services, LLC |
13 |
Howard Hughes Medical Institute |
13 |
RWC Asset Management LLP |
13 |
Korea Investment CORP |
13 |
Horizon Investments, LLC |
13 |
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
13 |
Maplelane Capital, Llc |
13 |
Zions Bancorporation |
13 |
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
13 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
13 |
Key FInancial Inc |
13 |
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
13 |
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
13 |
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
13 |
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
13 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
13 |
Bluefin Capital Management, Llc |
13 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
13 |
Boston Advisors Llc |
13 |
SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
13 |
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
13 |
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
13 |
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
13 |
Commonwealth Equity Services, Inc |
13 |
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
13 |
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
13 |
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
13 |
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
13 |
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
13 |
Global Wealth Management Investment Advisory, Inc. |
13 |
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund |
13 |
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I |
13 |
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
13 |
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
13 |
Brigade Capital Management, Lp |
13 |
Clough Global Opportunities Fund |
13 |
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A |
13 |
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
13 |
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative |
13 |
Clearline Capital LP |
13 |
Tocqueville Asset Management L.p. |
13 |
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
13 |
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
13 |
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
13 |
Focused Wealth Management, Inc |
13 |
Riverview Trust Co |
13 |
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class |
13 |
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
13 |
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class |
13 |
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
13 |
Franklin Street Capital Partners, LLC |
13 |
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
13 |
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class |
13 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
13 |
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
13 |
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
13 |
SOUTH STATE Corp |
13 |
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
13 |
Montag A & Associates Inc |
13 |
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
13 |
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
13 |
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
13 |
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
13 |
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
13 |
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
13 |
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
13 |
Bartlett & Co. Wealth Management Llc |
13 |
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
13 |
PENN SERIES FUNDS INC - High Yield Bond Fund |
13 |
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A |
13 |
Activest Wealth Management |
13 |
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
13 |
GGBFX - GuideStone Funds - Global Bond Fund Investor |
13 |
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
13 |
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
13 |
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
13 |
Sachetta, LLC |
13 |
Jacobi Capital Management LLC |
13 |
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
13 |
Oak Thistle LLC |
13 |
USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
13 |
Nuveen S&p 500 Dynamic Overwrite Fund |
13 |
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M |
13 |
Northern Trust Co Of Connecticut |
13 |
Meiji Yasuda Asset Management Co Ltd. |
13 |
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
13 |
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
13 |
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
13 |
Simon Quick Advisors, Llc |
13 |
SpiderRock Trading LLC |
13 |
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
13 |
Ab Pooling Portfolios |
13 |
AGF Investments LLC |
13 |
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
13 |
Farringdon Capital, Ltd. |
13 |
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
13 |
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A |
12 |
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
12 |
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
12 |
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
12 |
Next Financial Holdings |
12 |
Weaver Consulting Group |
12 |
GeoWealth Management, LLC |
12 |
Global Financial Private Client, LLC |
12 |
Caxton Associates Llp |
12 |
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
12 |
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
12 |
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
12 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
12 |
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
12 |
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
12 |
Kayne Anderson Rudnick Investment Management Llc |
12 |
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
12 |
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
12 |
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) |
12 |
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
12 |
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class |
12 |
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A |
12 |
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class |
12 |
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
12 |
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class |
12 |
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
12 |
P Schoenfeld Asset Management Lp |
12 |
Rakuten Securities, Inc. |
12 |
BRIFX - BARON SELECT FUNDS - Baron Real Estate Income Fund |
12 |
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
12 |
Bruce G. Allen Investments, LLC |
12 |
Nbc Securities, Inc. |
12 |
Motco |
12 |
Barrow Hanley Mewhinney & Strauss Llc |
12 |
First Citizens Bank & Trust Co |
12 |
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
12 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
12 |
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
12 |
Epoch Investment Partners, Inc. |
12 |
BlackRock ETF Trust II - BlackRock Total Return ETF |
12 |
Greenleaf Trust |
12 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
12 |
Columbus Circle Investors |
12 |
Teton Advisors, Inc. |
12 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
12 |
K.J. Harrison & Partners Inc |
12 |
Harvest Portfolios Group Inc. |
12 |
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
12 |
Thompson Siegel & Walmsley Llc |
12 |
Qsemble Capital Management, LP |
12 |
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
12 |
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I |
12 |
Wright Investors Service Inc |
12 |
Evergreen Capital Management Llc |
12 |
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF |
12 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
12 |
Athena Capital Advisors Llc |
12 |
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF |
12 |
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
12 |
Tortoise Investment Management, LLC |
12 |
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
12 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
12 |
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
12 |
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
12 |
Duncker Streett & Co Inc |
12 |
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
12 |
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
12 |
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
12 |
Ivory Investment Management, Llc |
12 |
QCM Cayman, Ltd. |
12 |
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
12 |
Lafitte Capital Management LP |
12 |
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class |
12 |
NorthCoast Asset Management LLC |
12 |
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
12 |
GEM Realty Capital |
12 |
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
12 |
Alpha Windward Llc |
12 |
SJS Investment Consulting Inc. |
12 |
First Financial Corp /in/ |
12 |
Cassady Schiller Wealth Management, LLC |
12 |
Harbor Capital Advisors, Inc. |
12 |
Dixon Hughes Goodman Wealth Advisors LLC |
12 |
Edge Wealth Management LLC |
12 |
Hollencrest Capital Management |
12 |
Toth Financial Advisory Corp |
12 |
Sandler Capital Management |
12 |
Old National Bancorp /in/ |
12 |
Balentine LLC |
12 |
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I |
12 |
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A |
12 |
Polaris Wealth Advisory Group, LLC |
12 |
Covington Capital Management |
12 |
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
12 |
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
12 |
Artemis Investment Management LLP |
12 |
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
12 |
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
12 |
CRUZ - ETF Series Solutions - Defiance Hotel, Airline, and Cruise ETF |
12 |
Eagle Bay Advisors LLC |
12 |
VHYLX - VALIC Co I - High Yield Bond Fund |
12 |
Koshinski Asset Management, Inc. |
12 |
Samlyn Capital, Llc |
12 |
PIMCO Dynamic Income Opportunities Fund |
12 |
Rialto Wealth Management, LLC |
12 |
Navellier & Associates Inc |
12 |
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
12 |
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
12 |
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
12 |
Kornitzer Capital Management Inc /ks |
12 |
Capital Analysts, Inc. |
12 |
Childress Capital Advisors, Llc |
12 |
Grove Bank & Trust |
12 |
Tradition Wealth Management, LLC |
12 |
Vontobel Holding Ltd. |
12 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
12 |
Exane Derivatives |
12 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
12 |
Caerus Global Investors LLC |
12 |
Aaron Wealth Advisors LLC |
12 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
12 |
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
12 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
12 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
12 |
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
12 |
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y |
12 |
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
12 |
EJF Capital LLC |
12 |
Cordant, Inc. |
12 |
Oberweis Asset Management Inc/ |
12 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
12 |
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
12 |
Two Roads Shared Trust - Anfield Universal Fixed Income ETF |
12 |
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
12 |
Clear Harbor Asset Management, LLC |
12 |
Dubuque Bank & Trust Co |
12 |
People's United Financial, Inc. |
12 |
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
12 |
Schonfeld Group Holdings LLC |
12 |
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
12 |
Wall Street Associates |
12 |
VTL Associates, LLC |
12 |
Catapult Capital Management Llc |
12 |
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
12 |
Placemark Investments, Inc. |
12 |
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund |
12 |
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A |
12 |
Cable Hill Partners, LLC |
12 |
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
12 |
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
12 |
Rsm Us Wealth Management Llc |
12 |
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
12 |
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A |
12 |
McAdam, LLC |
12 |
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
12 |
Independent Advisor Alliance |
12 |
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
12 |
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A |
12 |
Level Four Advisory Services, Llc |
12 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
12 |
Procyon Private Wealth Partners, LLC |
12 |
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
12 |
Regent Peak Wealth Advisors LLC |
12 |
Carolinas Wealth Consulting Llc |
12 |
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
12 |
Lido Advisors, LLC |
12 |
Column Capital Advisors, LLC |
12 |
Gyon Technologies Capital Management, LP |
12 |
MIK Capital, LP |
12 |
Pendal Group Ltd |
12 |
Edge Advisors, Llc |
12 |
Banque Cantonale Vaudoise |
12 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares |
12 |
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
12 |
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF |
12 |
Perella Weinberg Partners Capital Management LP |
12 |
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
12 |
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
12 |
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
12 |
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
12 |
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
12 |
Alpine Associates Management Inc. |
12 |
Hartford Investment Management Co |
12 |
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
12 |
Eaton Vance Floating-rate 2022 Target Term Trust |
12 |
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A |
12 |
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
12 |
Blackstone / Gso Senior Floating Rate Term Fund |
12 |
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
12 |
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A |
12 |
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
12 |
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
12 |
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
12 |
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
12 |
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
12 |
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional |
12 |
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
12 |
Western Asset Premier Bond Fund |
12 |
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
12 |
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF |
12 |
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. |
12 |
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
12 |
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
12 |
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
12 |
Global X Funds |
12 |
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I |
12 |
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A |
12 |
Blackrock Master Llc |
12 |
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
12 |
Royal London Asset Management Ltd |
12 |
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
12 |
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
12 |
Alpine Global Premier Properties Fund |
12 |
Wells Fargo Multi-sector Income Fund |
12 |
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
12 |
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
12 |
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
12 |
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
12 |
Versus Capital Multi-manager Real Estate Income Fund Llc |
12 |
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND |
12 |
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
12 |
Underlying Funds Trust |
12 |
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund |
12 |
CenterStar Asset Management, LLC |
12 |
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS |
12 |
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
12 |
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
12 |
Gryphon Financial Partners LLC |
12 |
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund |
12 |
Nissay Asset Management Corp /japan/ /adv |
12 |
Avestar Capital, LLC |
12 |
Fiera Capital Corp |
12 |
One Wealth Advisors, LLC |
12 |
Tfo-tdc, Llc |
12 |
CNB Bank |
12 |
Strategic Wealth Partners, Ltd. |
12 |
Altshuler Shaham Ltd |
12 |
Integrated Wealth Concepts LLC |
12 |
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
12 |
Worldquant Millennium Advisors Llc |
12 |
J.w. Cole Advisors, Inc. |
12 |
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
12 |
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
12 |
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
12 |
Gardner Lewis Asset Management L P |
11 |
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
11 |
Farallon Capital Management Llc |
11 |
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
11 |
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class |
11 |
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
11 |
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
11 |
Redpoint Investment Management Pty Ltd |
11 |
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
11 |
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A |
11 |
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
11 |
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
11 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
11 |
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
11 |
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
11 |
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
11 |
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
11 |
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
11 |
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
11 |
Veriti Management LLC |
11 |
Etf Managers Group, Llc |
11 |
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
11 |
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A |
11 |
ACK Asset Management LLC |
11 |
Gateway Investment Advisers Llc |
11 |
Resona Asset Management Co.,Ltd. |
11 |
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
11 |
Peregrine Capital Management Llc |
11 |
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
11 |
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
11 |
Nuveen Global High Income Fund |
11 |
AIEQ - ETF Managers Trust - AI Powered Equity ETF |
11 |
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I |
11 |
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
11 |
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
11 |
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
11 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
11 |
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
11 |
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio |
11 |
Harbour Capital Advisors, LLC |
11 |
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
11 |
Bogart Wealth, LLC |
11 |
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares |
11 |
Winslow, Evans & Crocker, Inc. |
11 |
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
11 |
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
11 |
Cim Investment Mangement Inc |
11 |
Winfield Associates, Inc. |
11 |
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
11 |
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) |
11 |
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class |
11 |
Gerber Kawasaki Wealth & Investment Management |
11 |
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
11 |
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio |
11 |
Gulf International Bank (UK) Ltd |
11 |
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A |
11 |
Clough Global Dividend & Income Fund |
11 |
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
11 |
Coronation Fund Managers Ltd. |
11 |
WealthPLAN Partners, LLC |
11 |
NOMIX - Northern Funds - Northern Mid Cap Index Fund |
11 |
Janney Capital Management LLC |
11 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
11 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
11 |
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I |
11 |
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF |
11 |
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
11 |
Riverhead Capital Management Llc |
11 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
11 |
Americana Partners, LLC |
11 |
Baldwin Brothers Inc/ma |
11 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
11 |
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
11 |
Mizuho Trust & Banking Co., Ltd. |
11 |
Wells Fargo Global Dividend Opportunity Fund |
11 |
Western Asset Global Corporate Defined Opportunity Fund Inc. |
11 |
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
11 |
Alpine Equity Trust |
11 |
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
11 |
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class |
11 |
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class |
11 |
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
11 |
Cetera Advisors LLC |
11 |
VMIDX - VALIC Co I - Mid Cap Index Fund |
11 |
Qs Batterymarch Financial Management, Inc |
11 |
Cbre Clarion Securities Llc |
11 |
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
11 |
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class |
11 |
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
11 |
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
11 |
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
11 |
Melvin Capital Management LP |
11 |
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
11 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I |
11 |
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
11 |
Connacht Asset Management LP |
11 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
11 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
11 |
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
11 |
Venture Visionary Partners LLC |
11 |
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares |
11 |
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L |
11 |
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
11 |
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio |
11 |
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
11 |
Cary Street Partner Investment Advisory Llc |
11 |
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
11 |
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
11 |
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
11 |
Norinchukin Bank, The |
11 |
King Luther Capital Management Corp |
11 |
NewEdge Wealth, LLC |
11 |
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A |
11 |
Andra AP-fonden |
11 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
11 |
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
11 |
BerganKDV Wealth Management, LLC |
11 |
LGT Financial Advisors LLC |
11 |
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
11 |
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A |
11 |
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
11 |
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L |
11 |
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
11 |
Usa Mutuals Advisors, Inc. |
11 |
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class |
11 |
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I |
11 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
11 |
Jericho Capital Asset Management L.P. |
11 |
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
11 |
Perigon Wealth Management, LLC |
11 |
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF |
11 |
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
11 |
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
11 |
Tlp Group Llc |
11 |
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
11 |
Wealthfront Advisers Llc |
11 |
Tri-continental Corp |
11 |
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
11 |
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A |
11 |
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
11 |
Wakefield Asset Management LLLP |
11 |
Agf Management Ltd |
11 |
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
11 |
Voya Prime Rate Trust |
11 |
Bp Plc |
11 |
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
11 |
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial |
11 |
Eminence Capital, Lp |
11 |
Kings Point Capital Management |
11 |
Forsta Ap-fonden |
11 |
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
11 |
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
11 |
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
11 |
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N |
11 |
Kula Investments, LLC |
11 |
Gluskin Sheff & Assoc Inc |
11 |
Profunds - Profund Vp Mid-cap Growth |
11 |
Harbor Investment Advisory, Llc |
11 |
Delaware Vip Trust - Delaware Vip Value Series Standard Class |
11 |
Coatue Management Llc |
11 |
SpiderRock Advisors, LLC |
11 |
Atria Wealth Solutions, Inc. |
11 |
Archford Capital Strategies, LLC |
11 |
Nokota Management, LP |
11 |
River & Mercantile Asset Management Llp |
11 |
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
11 |
Bayforest Capital Ltd |
11 |
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
11 |
York Capital Management Global Advisors, LLC |
11 |
Armstrong Advisory Group, Inc |
11 |
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
11 |
Eaton Vance Floating-rate Income Plus Fund |
11 |
Cca Investments Trust |
11 |
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
11 |
Wiley Bros.-aintree Capital, Llc |
11 |
Qrg Capital Management, Inc. |
11 |
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A |
11 |
Highland Capital Management Lp |
11 |
Advisor Partners Ii, Llc |
11 |
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
11 |
DC Investments Management, LLC |
11 |
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
11 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
11 |
Cromwell Holdings LLC |
11 |
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
11 |
BlackRock Private Investments Fund |
11 |
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
11 |
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF |
11 |
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares |
11 |
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
11 |
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
11 |
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A |
11 |
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A |
11 |
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
11 |
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
11 |
Oakbrook Investments Llc |
11 |
Anchor Investment Management, LLC |
11 |
Ballentine Partners, LLC |
11 |
Arlington Partners LLC |
11 |
First Eagle Investment Management, LLC |
11 |
Washington Trust Bank |
11 |
Orvieto Partners, L.P. |
11 |
Hm Payson & Co |
11 |
Spdr S&p Midcap 400 Etf Trust |
11 |
DnB Asset Management AS |
11 |
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 |
11 |
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
11 |
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A |
11 |
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
11 |
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
11 |
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
11 |
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A |
11 |
WPG Advisers, LLC |
11 |
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
11 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio |
11 |
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
11 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
11 |
Aberdeen Asset Management Plc/uk |
11 |
Tradeworx Inc. |
11 |
Wolff Wiese Magana Llc |
11 |
CX Institutional |
11 |
Tompkins Financial Corp |
11 |
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF |
11 |
UMPIX - Profunds - Ultramid-cap Profund Investor Class |
11 |
Northwest & Ethical Investments L.P. |
11 |
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 |
11 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
11 |
MGPIX - Profunds - Mid-cap Growth Profund Investor Class |
11 |
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
11 |
SOA Wealth Advisors, LLC. |
11 |
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares |
11 |
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund |
11 |
Capital International Inc /ca/ |
11 |
Longfellow Investment Management Co Llc |
11 |
Clearview Wealth Advisors LLC |
11 |
Vestmark Advisory Solutions, Inc. |
11 |
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A |
11 |
MDPIX - Profunds - Mid-cap Profund Investor Class |
11 |
Bronson Point Management LLC |
11 |
Irish Life Investment Managers Ltd. |
11 |
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A |
11 |
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA |
11 |
IBET - ETF Series Solutions - iBET Sports Betting & Gaming ETF |
11 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
11 |
Optimum Investment Advisors |
11 |
Retirement Planning Co of New England, Inc. |
11 |
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
11 |
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
11 |
Benjamin Edwards Inc |
11 |
Frazier Financial Advisors, LLC |
11 |
Kettle Hill Capital Management, Llc |
11 |
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
11 |
Opal Wealth Advisors, LLC |
11 |
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
11 |
Fort Washington Investment Advisors Inc /oh/ |
11 |
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A |
11 |
Leap Investments Lp |
11 |
Artisan Partners Limited Partnership |
11 |
Thornburg Investment Management Inc |
11 |
Lenox Wealth Management, Inc. |
11 |
Macroview Investment Management Llc |
11 |
Folger Hill Asset Management LP |
11 |
Amerivest Investment Management LLC |
11 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
11 |
STXV - EA Series Trust - Strive 1000 Value ETF |
11 |
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class |
11 |
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF |
11 |
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class |
11 |
Delpha Capital Management, Llc |
11 |
Contravisory Investment Management, Inc. |
11 |
Kingsview Wealth Management, LLC |
11 |
Colony Group Llc |
11 |
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A |
11 |
ArrowMark Colorado Holdings LLC |
11 |
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
11 |
Ropes Wealth Advisors Llc |
11 |
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
11 |
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
11 |
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
11 |
Scientech Research LLC |
11 |
Deltec Asset Management Llc |
11 |
Chiron Investment Management, LLC |
11 |
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
11 |
Humankind Benefit Corp - Humankind US Stock ETF |
11 |
Zurich Insurance Group Ltd/FI |
11 |
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
11 |
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
11 |
Profunds - Profund Vp Ultramid-cap |
11 |
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
11 |
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
11 |
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
11 |
Concord Wealth Partners |
11 |
Nuveen Diversified Dividend & Income Fund |
11 |
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
11 |
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
11 |
Cantor Fitzgerald, L. P. |
11 |
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
11 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
11 |
Beacon Pointe Advisors, LLC |
11 |
Gabelli Dividend & Income Trust |
11 |
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF |
11 |
Burney Co/ |
11 |
Counsel Portfolio Services Inc. |
11 |
West Oak Capital, LLC |
11 |
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
11 |
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A |
11 |
Erste Asset Management GmbH |
11 |
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
10 |
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
10 |
CSRSX - COHEN & STEERS REALTY SHARES INC - Cohen & Steers Realty Shares Class L |
10 |
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
10 |
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
10 |
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
10 |
Cohen & Steers Total Return Realty Fund Inc |
10 |
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
10 |
BAD - Listed Funds Trust - B.A.D. ETF |
10 |
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
10 |
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund |
10 |
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N |
10 |
SeaTown Holdings Pte. Ltd. |
10 |
Owl Creek Asset Management, L.P. |
10 |
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
10 |
Natixis Investment Managers International |
10 |
Aristides Capital LLC |
10 |
Freestone Grove Partners LP |
10 |
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
10 |
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
10 |
Kapitalo Investimentos Ltda |
10 |
Kanaly Trust Co |
10 |
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P |
10 |
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A |
10 |
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
10 |
Luxor Capital Group, LP |
10 |
Muzinich & Co., Inc. |
10 |
Northwood Liquid Management Lp |
10 |
Sun Life Financial Inc |
10 |
Connable Office Inc |
10 |
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
10 |
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF |
10 |
Nuveen Core Equity Alpha Fund |
10 |
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
10 |
Riggs Asset Managment Co. Inc. |
10 |
Corsair Capital Management, L.p. |
10 |
Glen Eagle Advisors, LLC |
10 |
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
10 |
Calvert Investment Management, Inc. |
10 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
10 |
Wagner Wealth Management, Llc |
10 |
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
10 |
Bleakley Financial Group, LLC |
10 |
Mendota Financial Group, LLC |
10 |
Financial Counselors Inc |
10 |
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A |
10 |
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF |
10 |
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
10 |
Impax Asset Management Group plc |
10 |
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
10 |
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
10 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
10 |
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
10 |
Tuttle Tactical Management LLC |
10 |
Standard Life Investments LTD |
10 |
Fidelis Capital Partners, LLC |
10 |
Independent Portfolio Consultants, Inc. |
10 |
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
10 |
Colonial Trust Co / SC |
10 |
Transamerica Financial Advisors, Inc. |
10 |
Gabelli Multimedia Trust Inc. |
10 |
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
10 |
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
10 |
Hughes Financial Services, LLC |
10 |
Heritage Wealth Management, Llc |
10 |
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF |
10 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I |
10 |
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
10 |
EAM Global Investors LLC |
10 |
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
10 |
MLPIX - Profunds - Mid-cap Value Profund Investor Class |
10 |
Horizon Kinetics Asset Management Llc |
10 |
Vulcan Value Partners, LLC |
10 |
Centenus Global Management, Lp |
10 |
Advisor Resource Council |
10 |
Fir Tree Capital Management Lp |
10 |
Investors Research Corp |
10 |
Institute for Wealth Management, LLC. |
10 |
Apriem Advisors |
10 |
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
10 |
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
10 |
Engine Capital Management, LP |
10 |
Campbell Multi-strategy Trust |
10 |
Atlas Private Wealth Advisors |
10 |
BTG Pactual Global Asset Management Ltd |
10 |
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
10 |
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II |
10 |
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I |
10 |
King Street Capital Management, L.p. |
10 |
Beck Bode, LLC |
10 |
Gratia Capital, Llc |
10 |
Newbridge Financial Services Group, Inc. |
10 |
Savior LLC |
10 |
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A |
10 |
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C |
10 |
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
10 |
Icon Advisers Inc/co |
10 |
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
10 |
Western Asset Corporate Loan Fund Inc. |
10 |
Cleararc Capital Inc |
10 |
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
10 |
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
10 |
Dana Investment Advisors, Inc. |
10 |
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A |
10 |
Systematic Alpha Investments, LLC |
10 |
R Squared Ltd |
10 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
10 |
Manchester Financial Inc |
10 |
Bowling Portfolio Management LLC |
10 |
Ssi Investment Management Llc |
10 |
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF |
10 |
Gator Capital Management, LLC |
10 |
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
10 |
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
10 |
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
10 |
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF |
10 |
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A |
10 |
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
10 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
10 |
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A |
10 |
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
10 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
10 |
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
10 |
Price Capital Management, Inc. |
10 |
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
10 |
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A |
10 |
Decade Capital Management Llc |
10 |
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
10 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
10 |
Yakira Capital Management, Inc. |
10 |
HGI Capital Management, LLC |
10 |
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
10 |
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
10 |
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
10 |
BlueCrest Capital Management LLP |
10 |
VCULX - VALIC Co I - Growth Fund |
10 |
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C |
10 |
TriOaks Capital Management L.P. |
10 |
JNBA Financial Advisors |
10 |
Wells Fargo Income Opportunities Fund |
10 |
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF |
10 |
HFM Investment Advisors, LLC |
10 |
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A |
10 |
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
10 |
Societe Generale |
10 |
Clough Global Equity Fund |
10 |
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y |
10 |
Moisand Fitzgerald Tamayo, LLC |
10 |
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
10 |
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
10 |
High Note Wealth, LLC |
10 |
Pioneer Diversified High Income Trust |
10 |
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
10 |
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
10 |
FLRT - Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF |
10 |
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
10 |
Ardsley Advisory Partners Lp |
10 |
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
10 |
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
10 |
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
10 |
WHIAX - IVY FUNDS - Ivy High Income Fund Class A |
10 |
Fulton Bank, N.a. |
10 |
Pallas Capital Advisors LLC |
10 |
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
10 |
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
10 |
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
10 |
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A |
10 |
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
10 |
GPS Wealth Strategies Group, LLC |
10 |
Abound Wealth Management |
10 |
First Command Financial Services, Inc. |
10 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
10 |
Ashton Thomas Securities, Llc |
10 |
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A |
10 |
Fjarde Ap-fonden /fourth Swedish National Pension Fund |
10 |
Rubric Capital Management LP |
10 |
Susquehanna Portfolio Strategies, LLC |
10 |
New Age Alpha Advisors, LLC |
10 |
Teachers Insurance & Annuity Association Of America |
10 |
PRW Wealth Management LLC |
10 |
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
10 |
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
10 |
Fortem Financial Group, Llc |
10 |
Cambridge Trust Co |
10 |
Rs Investment Trust |
10 |
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
10 |
Meridian Wealth Management, LLC |
10 |
DiNuzzo Private Wealth, Inc. |
10 |
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I |
10 |
E. Ohman J:or Asset Management AB |
10 |
Palisade Capital Management Llc/nj |
10 |
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
10 |
DLD Asset Management, LP |
10 |
ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
10 |
Berylson Capital Partners, Llc |
10 |
Chevy Chase Trust Holdings, Inc. |
10 |
Twin Capital Management Inc |
10 |
Whipplewood Advisors, LLC |
10 |
PPTY - ETF Series Solutions - PPTY - U.S. Diversified Real Estate ETF |
10 |
Coppell Advisory Solutions LLC |
10 |
Adelante Capital Management LLC |
10 |
Magnus Financial Group LLC |
10 |
Foundry Partners, LLC |
10 |
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
10 |
Sigma Planning Corp |
10 |
Dai-Ichi Life Insurance Company, Ltd |
10 |
Park Avenue Securities Llc |
10 |
Chescapmanager LLC |
10 |
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
10 |
Meadow Creek Investment Management LLC |
10 |
Tyers Asset Management LLC |
10 |
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class |
10 |
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class |
10 |
West Paces Advisors Inc. |
10 |
Fort, L.p. |
10 |
Shinko Asset Management Co., Ltd. |
10 |
Paradigm Asset Management Co Llc |
10 |
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares |
10 |
Arlington Trust Co LLC |
10 |
Quantessence Capital LLC |
10 |
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
10 |
Ritholtz Wealth Management |
10 |
Advisory Alpha, LLC |
10 |
MML Series Investment Fund II - MML High Yield Fund Class II |
10 |
PLADX - Aristotle Funds Series Trust - Aristotle Short Duration Income Fund Class A |
10 |
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
10 |
PSH - PGIM ETF TRUST - PGIM Short Duration HIgh Yield ETF |
10 |
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
10 |
Raleigh Capital Management Inc. |
10 |
PLUAX - Aristotle Funds Series Trust - Aristotle Ultra Short Income Fund Class A |
10 |
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. |
10 |
Park West Asset Management LLC |
10 |
Six Columns Capital, Lp |
10 |
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund |
10 |
Manatuck Hill Partners, LLC |
10 |
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R |
10 |
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A |
10 |
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
10 |
Byrne Asset Management LLC |
10 |
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
10 |
Sig Brokerage, Lp |
10 |
Achmea Investment Management B.V. |
10 |
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
10 |
Elo Mutual Pension Insurance Co |
10 |
VisionPoint Advisory Group, LLC |
10 |
Marsico Capital Management Llc |
10 |
Atreides Management, LP |
10 |
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A |
10 |
Foresters Investment Management Company, Inc. |
10 |
Impact Partnership Wealth, LLC |
10 |
ORG Partners LLC |
10 |
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
10 |
Spot Trading L.l.c. |
10 |
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
10 |
Moneta Group Investment Advisors Llc |
10 |
Westwood Holdings Group Inc |
10 |
Calamos Wealth Management LLC |
10 |
Jump Trading, LLC |
10 |
URTH - iShares, Inc. - iShares MSCI World ETF |
10 |
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
10 |
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
10 |
Santa Fe Partners LLC |
10 |
Bb&t Investment Services, Inc. |
10 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
10 |
HBK Sorce Advisory LLC |
10 |
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
10 |
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
10 |
Laurel Wealth Advisors LLC |
10 |
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
10 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
10 |
CSEIX - COHEN & STEERS REAL ESTATE SECURITIES FUND INC - Cohen & Steers Real Estate Securities Fund Class A |
10 |
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A |
10 |
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
10 |
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
10 |
CSRIX - COHEN & STEERS INSTITUTIONAL REALTY SHARES INC - Cohen & Steers Institutional Realty Shares |
10 |
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) |
10 |
STXG - EA Series Trust - Strive 1000 Growth ETF |
10 |
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
10 |
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund |
10 |
Mizuho Asset Management Co.,Ltd. |
10 |
Incline Global Management LLC |
10 |
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
10 |
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund |
10 |
CLARET ASSET MANAGEMENT Corp |
10 |
Absolute Return Capital, LLC |
10 |
Front Row Advisors LLC |
10 |
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
10 |
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
10 |
Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
10 |
Commerzbank Aktiengesellschaft /fi |
10 |
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
10 |
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
10 |
Fortress Investment Group LLC |
10 |
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
10 |
McIlrath & Eck, LLC |
10 |
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
10 |
40 North Management LLC |
10 |
Bienville Capital Management, LLC |
10 |
Centerpoint Advisors, LLC |
10 |
Evercore Wealth Management, LLC |
10 |
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
10 |
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
10 |
TFC Financial Management |
10 |
Mycio Wealth Partners, Llc |
10 |
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
10 |
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
10 |
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF |
10 |
South Dakota Investment Council |
10 |
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I |
10 |
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
10 |
Chicago Partners Investment Group LLC |
9 |
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
9 |
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A |
9 |
Accurate Wealth Management, LLC |
9 |
Perkins Coie Trust Co |
9 |
Pinpoint Asset Management Ltd |
9 |
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional |
9 |
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
9 |
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF |
9 |
CCMG - EA Series Trust - CCM Global Equity ETF |
9 |
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P |
9 |
Desjardins Global Asset Management Inc. |
9 |
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
9 |
Eisler Capital (UK) Ltd. |
9 |
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
9 |
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
9 |
Claar Advisors LLC |
9 |
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
9 |
Nantahala Capital Management, LLC |
9 |
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A |
9 |
Elkfork Partners LLC |
9 |
Country Trust Bank |
9 |
Claro Advisors LLC |
9 |
Caerus Investors, Llc |
9 |
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
9 |
Capital One, National Association |
9 |
ClearAlpha Technologies LP |
9 |
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
9 |
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF |
9 |
III Capital Management |
9 |
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
9 |
HighPoint Advisor Group LLC |
9 |
Wells Fargo Utilities & High Income Fund |
9 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
9 |
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
9 |
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
9 |
Northwest Financial Advisors |
9 |
WealthStone, Inc. |
9 |
Knight Capital Group, Inc. |
9 |
FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
9 |
Brookstone Capital Management |
9 |
Symmetry Partners, LLC |
9 |
Bare Financial Services, Inc |
9 |
KIFAX - Forward Funds - Salient Select Income Fund Class A |
9 |
Ledyard National Bank |
9 |
RMB Capital Management, LLC |
9 |
G&S Capital LLC |
9 |
Quotient Investors, LLC |
9 |
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares |
9 |
CPSIX - Unified Series Trust - Fci Bond Fund |
9 |
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
9 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
9 |
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
9 |
Sugarloaf Wealth Management, LLC |
9 |
Eisler Capital Management Ltd. |
9 |
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
9 |
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
9 |
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A |
9 |
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A |
9 |
Strategic Investment Management, Llc |
9 |
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
9 |
Financial Advocates Investment Management |
9 |
Vanguard Explorer Fund |
9 |
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
9 |
BlackRock ETF Trust II - BlackRock High Yield ETF |
9 |
MERVX - MERGER FUND VL - The Merger Fund VL |
9 |
Metis Global Partners, LLC |
9 |
Pfs Investments Inc. |
9 |
Lecap Asset Management Ltd |
9 |
Emerald Investment Partners, Llc |
9 |
Colony Group, LLC |
9 |
Oversea-Chinese Banking CORP Ltd |
9 |
Tide Point Capital Management, Lp |
9 |
Equitec Proprietary Markets, Llc |
9 |
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
9 |
Cramer Rosenthal Mcglynn Llc |
9 |
National Pension Service |
9 |
CenterBook Partners LP |
9 |
Kentucky Retirement Systems Insurance Trust Fund |
9 |
Chilton Capital Management Llc |
9 |
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
9 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
9 |
Verus Capital Partners, Llc |
9 |
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
9 |
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class |
9 |
New England Securities Corp /MA/ |
9 |
E Fund Management Co., Ltd. |
9 |
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
9 |
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF |
9 |
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
9 |
Sageworth Trust Co of South Dakota |
9 |
Reynolds Capital Management Llc |
9 |
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
9 |
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF |
9 |
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
9 |
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
9 |
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund |
9 |
Graticule Asia Macro Advisors LLC |
9 |
Private Wealth Asset Management, LLC |
9 |
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class |
9 |
Warren Averett Asset Management, LLC |
9 |
Barometer Capital Management Inc. |
9 |
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
9 |
CSFAX - COHEN & STEERS GLOBAL REALTY SHARES, INC - Cohen & Steers Global Realty Shares, Inc. Class A |
9 |
potrero capital research llc |
9 |
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
9 |
CWFIX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration High Yield Fund Class Chartwell |
9 |
BOK Financial Private Wealth, Inc. |
9 |
PGGM Investments |
9 |
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
9 |
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
9 |
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
9 |
Castle Hook Partners LP |
9 |
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
9 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
9 |
LUXX - Listed Funds Trust - Roundhill S&P Global Luxury ETF |
9 |
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N |
9 |
Intellectus Partners, LLC |
9 |
Mbb Public Markets I Llc |
9 |
Brewin Dolphin Ltd |
9 |
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
9 |
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio |
9 |
Ostrum Asset Management |
9 |
Wesbanco Bank Inc |
9 |
Savoir Faire Capital Management, L.P. |
9 |
AlphaMark Advisors, LLC |
9 |
Summit Global Investments |
9 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
9 |
Worth Venture Partners, LLC |
9 |
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund |
9 |
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
9 |
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A |
9 |
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
9 |
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
9 |
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
9 |
HYLD - Exchange Listed Funds Trust - High Yield ETF |
9 |
Pinnacle Summer Investments, Inc. |
9 |
RMR Advisors LLC |
9 |
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
9 |
Tuscan Ridge Asset Management Llc |
9 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
9 |
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
9 |
Callan Family Office, LLC |
9 |
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF |
9 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
9 |
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A |
9 |
Capital International Sarl |
9 |
Park Place Capital Corp |
9 |
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares |
9 |
Northern Right Capital Management, L.P. |
9 |
Emerald Advisers, Llc |
9 |
Qci Asset Management Inc/ny |
9 |
Loeb Partners Corp |
9 |
Quest Capital Management Inc /adv |
9 |
Gdl Fund |
9 |
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
9 |
Pictet & Cie (Europe) SA |
9 |
Hill Winds Capital LP |
9 |
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
9 |
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A |
9 |
Americafirst Capital Management, Llc |
9 |
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
9 |
Oaktree Capital Management Lp |
9 |
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF |
9 |
Kestra Investment Management, LLC |
9 |
Pinnacle Bancorp, Inc. |
9 |
Lmcg Investments, Llc |
9 |
Next Capital Management LLC |
9 |
Innealta Capital, Llc |
9 |
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
9 |
Dunhill Financial, LLC |
9 |
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares |
9 |
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class |
9 |
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio |
9 |
Decatur Capital Management, Inc. |
9 |
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
9 |
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
9 |
iA Global Asset Management Inc. |
9 |
Cohen & Steers Global Income Builder, Inc |
9 |
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A |
9 |
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A |
9 |
Community Bank, N.A. |
9 |
Credit Industriel Et Commercial |
9 |
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
9 |
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
9 |
TRUE Private Wealth Advisors |
9 |
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A |
9 |
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
9 |
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) |
9 |
Ivy High Income Opportunities Fund |
9 |
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
9 |
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
9 |
Index Management Solutions, LLC |
9 |
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N |
9 |
Horan Securities, Inc. |
9 |
Turner Funds |
9 |
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A |
9 |
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
9 |
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
9 |
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A |
9 |
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
9 |
Impala Asset Management LLC |
9 |
Tredje AP-fonden |
9 |
Atlantic Union Bankshares Corp |
9 |
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M |
9 |
Gates Capital Management, Inc. |
9 |
Gargoyle Investment Advisor L.L.C. |
9 |
U.S. Capital Wealth Advisors, LLC |
9 |
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
9 |
Horizon Kinetics LLC |
9 |
PPM Funds - PPM Long Short Credit Fund (Inst) |
9 |
Mark Asset Management Lp |
9 |
Profunds - Profund Vp Mid-cap Value |
9 |
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
9 |
LRI Investments, LLC |
9 |
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
9 |
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A |
9 |
TD Capital Management LLC |
9 |
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I |
9 |
Nair Vinay |
9 |
Laurel Wealth Advisors, Inc. |
9 |
Bardin Hill Management Partners Lp |
9 |
Degroof Petercam Asset Management |
9 |
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
9 |
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
9 |
Oppenheimer Global Strategic Income Fund |
9 |
Highfields Capital Management Lp |
9 |
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class |
9 |
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L |
9 |
Vigilant Capital Management, LLC |
9 |
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) |
9 |
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF |
9 |
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
9 |
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
9 |
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
9 |
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
9 |
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A |
9 |
VCBCX - VALIC Co I - Blue Chip Growth Fund |
9 |
EP Wealth Advisors, Inc. |
9 |
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
9 |
Ada Investment Management, LP |
9 |
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
9 |
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A |
9 |
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
9 |
Deprince Race & Zollo Inc |
9 |
Kepos Capital LP |
9 |
IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
9 |
Alexandria Capital, LLC |
9 |
Banco BTG Pactual S.A. |
9 |
Covalent Partners LLC |
9 |
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
9 |
Waddell & Reed Advisors Funds |
9 |
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
9 |
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
9 |
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares |
9 |
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
9 |
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
9 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares |
9 |
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF |
9 |
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class |
9 |
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
9 |
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
9 |
Polymer Capital Management (US) LLC |
9 |
Old North State Trust, LLC |
9 |
Evolution Wealth Advisors, LLC |
9 |
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class |
9 |
Kentucky Retirement Systems |
9 |
Thurston, Springer, Miller, Herd & Titak, Inc. |
9 |
Hotchkis & Wiley Capital Management Llc |
9 |
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
9 |
IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF |
9 |
SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
9 |
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A |
9 |
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
9 |
Northwest Investment Counselors, Llc |
9 |
American Capital Advisory, LLC |
9 |
Castleview Partners, Llc |
9 |
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
9 |
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class |
9 |
Krilogy Financial LLC |
9 |
Tokio Marine Asset Management Co Ltd |
9 |
Northpointe Capital Llc |
9 |
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A |
9 |
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
9 |
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
9 |
Sentry Investment Management Llc |
9 |
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 |
9 |
Wbi Investments, Inc. |
9 |
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H |
9 |
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
9 |
Par Investment Partners Lp |
9 |
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
9 |
Sureview Capital Llc |
9 |
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
9 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class |
9 |
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
9 |
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity |
9 |
Core Bond Portfolio - Core Bond Portfolio |
9 |
Pacific Grove Capital LP |
9 |
Private Ocean, LLC |
9 |
Arrow Financial Corp |
9 |
Overland Advisors, LLC |
9 |
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A |
9 |
Morgens Waterfall Vintiadis & Co Inc |
9 |
Eii Capital Management, Inc. |
9 |
Sierra Ocean, Llc |
9 |
Eisler Capital (US) LLC |
9 |
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) |
9 |
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF |
9 |
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
9 |
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
9 |
Kingdon Capital Management, L.l.c. |
9 |
FundVantage Trust - Verplanck Balanced Fund |
9 |
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares |
9 |
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
9 |
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
9 |
Concentric Capital Strategies, LP |
9 |
PENN SERIES FUNDS INC - Small Cap Value Fund |
9 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
9 |
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
9 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
9 |
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
9 |
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
9 |
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
9 |
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
9 |
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
9 |
VICE - AdvisorShares Trust - AdvisorShares Vice ETF |
9 |
Pensionfund DSM Netherlands |
9 |
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
9 |
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A |
9 |
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
9 |
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R |
9 |
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF |
9 |
Pacitti Group Inc. |
9 |
Manning & Napier Group, LLC |
9 |
Hilton Capital Management, LLC |
9 |
PIMCO FUNDS - PIMCO Sector Fund Series - I |
9 |
Allred Capital Management, LLC |
9 |
Aptus Capital Advisors, LLC |
9 |
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
9 |
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
9 |
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA |
9 |
Central Pacific Bank - Trust Division |
9 |
Bluestein R H & Co |
9 |
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
9 |
Destination Wealth Management |
9 |
Glg Inc. |
9 |
FIDELITY ADVISOR SERIES I - Fidelity Real Estate High Income Fund |
9 |
Ninety One UK Ltd |
9 |
Denali Advisors Llc |
9 |
Trust Department Mb Financial Bank N A |
9 |
JS Capital Management LLC |
9 |
First Command Bank |
9 |
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
9 |
Whitebox Advisors Llc |
9 |
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
9 |
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
9 |
Poehling Capital Management, LLC |
9 |
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
9 |
River Road Asset Management, LLC |
9 |
Mosaic Family Wealth, LLC |
9 |
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
9 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Real Estate Fund Class I |
9 |
Forward Management, LLC |
9 |
Hexagon Capital Partners LLC |
9 |
American Assets Investment Management, LLC |
9 |
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
9 |
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A |
8 |
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
8 |
GoalVest Advisory LLC |
8 |
HWG Holdings LP |
8 |
Chesapeake Partners Management Co Inc/md |
8 |
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
8 |
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
8 |
Ossiam |
8 |
Highland Capital Management, Llc |
8 |
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
8 |
Granite Point Capital Management, L.P. |
8 |
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class |
8 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
8 |
Capitolis Advisors LLC |
8 |
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA |
8 |
Pinkerton Retirement Specialists, LLC |
8 |
Kiwi Wealth Investments Limited Partnership |
8 |
Peregrine Asset Advisers, Inc. |
8 |
Central Asset Investments & Management Holdings (HK) Ltd |
8 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
8 |
BJK - VanEck Vectors ETF Trust - VanEck Vectors Gaming ETF |
8 |
Jabre Capital Partners S.A. |
8 |
Lomas Capital Management, LLC |
8 |
Addison Clark Management, L.l.c. |
8 |
Cambria Investment Management, L.P. |
8 |
SG Capital Management LLC |
8 |
Hawk Ridge Capital Management Lp |
8 |
Manikay Partners, LLC |
8 |
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS |
8 |
Moon Capital Management Lp |
8 |
Rotella Capital Management, Inc. |
8 |
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
8 |
Kestra Private Wealth Services, Llc |
8 |
Jackson Creek Investment Advisors LLC |
8 |
Kb Financial Partners, Llc |
8 |
Parkworth Wealth Management, Inc. |
8 |
Invst, LLC |
8 |
Signet Financial Management, Llc |
8 |
Castle Ridge Investment Management LP |
8 |
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
8 |
Cornerstone Investment Partners, LLC |
8 |
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
8 |
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A |
8 |
Avidian Wealth Solutions, LLC |
8 |
Siemens Fonds Invest GmbH |
8 |
Integrated Wealth Management |
8 |
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
8 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
8 |
Advanced Series Trust - Ast Mid-cap Growth Portfolio |
8 |
Lombard Odier Asset Management (Europe) Ltd |
8 |
683 Capital Management, LLC |
8 |
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class |
8 |
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class |
8 |
Focus Financial Network, Inc. |
8 |
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA |
8 |
Rockbridge Investment Management, LCC |
8 |
Nbt Bank N A /ny |
8 |
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
8 |
Dai-ichi Life Holdings, Inc. |
8 |
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
8 |
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class |
8 |
Essex Investment Management Co Llc |
8 |
RBB FUND, INC. - Adara Smaller Companies Fund |
8 |
Eos Focused Equity Management, L.P. |
8 |
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares |
8 |
ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF |
8 |
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
8 |
NINE MASTS CAPITAL Ltd |
8 |
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
8 |
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I |
8 |
Psagot Investment House Ltd. |
8 |
Willingdon Wealth Management |
8 |
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
8 |
Cantab Capital Partners LLP |
8 |
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
8 |
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF |
8 |
Bridger Management, Llc |
8 |
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares |
8 |
Boussard & Gavaudan Investment Management LLP |
8 |
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A |
8 |
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class |
8 |
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
8 |
Mariner Wealth Advisors-NYC, LLC |
8 |
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
8 |
Logan Capital Management Inc |
8 |
STFGX - Advisers Investment Trust - State Farm Growth Fund |
8 |
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) |
8 |
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund |
8 |
NuWave Investment Management, LLC |
8 |
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
8 |
KRV Capital LP |
8 |
TrimTabs Asset Management, LLC |
8 |
Wilmington Funds Management Corp |
8 |
Quad Capital Management Advisors LLC |
8 |
Stux Capital Management, LLC |
8 |
Wedmont Private Capital |
8 |
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio |
8 |
Rosenberg Matthew Hamilton |
8 |
Bank Julius Baer & Co. Ltd, Zurich |
8 |
Eudaimonia Partners, LLC |
8 |
Daiwa Capital Markets America Inc. |
8 |
Livingston Group Asset Management CO (operating as Southport Capital Management) |
8 |
Teton Westwood Funds |
8 |
Ziegler Capital Management, LLC |
8 |
Harbor Advisors LLC |
8 |
Wunderlich Securities, Inc. |
8 |
New England Research & Management, Inc. |
8 |
Farmers & Merchants Trust Co of Chambersburg PA |
8 |
First Capital Advisors Group, LLC. |
8 |
JJJ Advisors Inc. |
8 |
Confluence Wealth Services, Inc. |
8 |
Viking Global Investors Lp |
8 |
Empirical Finance, LLC |
8 |
Adviser Investments LLC |
8 |
Virtus Alternative Investment Advisers, Inc. |
8 |
RMR Wealth Builders |
8 |
Malaga Cove Capital, LLC |
8 |
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
8 |
Point72 Europe (London) LLP |
8 |
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
8 |
Old Point Trust & Financial Services N A |
8 |
Sender Co & Partners, Inc. |
8 |
R&F Capital Advisors LP |
8 |
Delphia (USA) Inc. |
8 |
Wealth Quarterback LLC |
8 |
Capital World Growth & Income Fund |
8 |
Omnia Family Wealth, LLC |
8 |
Candlestick Capital Management LP |
8 |
YorkBridge Wealth Partners, LLC |
8 |
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class |
8 |
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund |
8 |
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
8 |
Dimension Capital Management Llc |
8 |
Ranger Global Real Estate Advisors, LLC |
8 |
Mitsubishi UFJ Securities Holdings Co., Ltd. |
8 |
NGJAX - Nuveen Investment Trust V - Nuveen Global Real Estate Securities Fund Class A |
8 |
Banco Bilbao Vizcaya Argentaria, S.a. |
8 |
Goldentree Asset Management Lp |
8 |
PSI Advisors, LLC |
8 |
Cypress Capital Management LLC (WY) |
8 |
Pinz Capital Management, LP |
8 |
Donoghue Forlines LLC |
8 |
Bray Capital Advisors |
8 |
Hudock, Inc. |
8 |
CBIZ Investment Advisory Services, LLC |
8 |
XR Securities LLC |
8 |
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
8 |
Aperture Investors, LLC |
8 |
Mariner Investment Group Llc |
8 |
Rockefeller Financial Services Inc |
8 |
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
8 |
AllianzGI Artificial Intelligence & Technology Opportunities Fund |
8 |
Carolina Wealth Advisors, LLC |
8 |
Principia Wealth Advisory, LLC |
8 |
Oliver Lagore Vanvalin Investment Group |
8 |
Bank Of Hawaii |
8 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C |
8 |
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
8 |
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
8 |
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A |
8 |
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
8 |
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
8 |
Lorber David A |
8 |
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
8 |
Integre Asset Management, LLC |
8 |
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
8 |
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
8 |
FrontFour Capital Group LLC |
8 |
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
8 |
RBF Capital, LLC |
8 |
Beacon Capital Management, LLC |
8 |
Smallcap World Fund Inc |
8 |
Tiger Management L.l.c. |
8 |
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF |
8 |
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
8 |
Putnam High Income Securities Fund |
8 |
Usaa Etf Trust |
8 |
Delta Lloyd Nv |
8 |
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
8 |
Axxcess Wealth Management, Llc |
8 |
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF |
8 |
Allianzgi Convertible & Income 2024 Target Term Fund |
8 |
AIA Group Ltd |
8 |
STXM - EA Series Trust - Strive Mid-Cap ETF |
8 |
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
8 |
Endurance Wealth Management, Inc. |
8 |
Palmer Square Opportunistic Income Fund |
8 |
Maple Securities Usa Inc |
8 |
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A |
8 |
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
8 |
Shine Investment Advisory Services Inc |
8 |
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
8 |
Wasatch Advisors Inc |
8 |
FAINX - MSS Series Trust - Fallen Angels Income Fund |
8 |
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
8 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
8 |
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares |
8 |
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
8 |
Elliott Management Corporation |
8 |
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
8 |
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I |
8 |
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
8 |
GHP Investment Advisors, Inc. |
8 |
Global Wealth Strategies & Associates |
8 |
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
8 |
VitalStone Financial, LLC |
8 |
Redwood Wealth Management Group, LLC |
8 |
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A |
8 |
SYSTM Wealth Solutions LLC |
8 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
8 |
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A |
8 |
Westport Resources Management Inc |
8 |
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
8 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C |
8 |
Burt Wealth Advisors |
8 |
ASRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Global Real Estate Income Fund CLASS A |
8 |
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) |
8 |
RSSL - Global X Funds - Global X Russell 2000 ETF |
8 |
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A |
8 |
Monetta Financial Services Inc |
8 |
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
8 |
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
8 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
8 |
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
8 |
BW Gestao de Investimentos Ltda. |
8 |
Numerai GP LLC |
8 |
Register Financial Advisors LLC |
8 |
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
8 |
Everence Capital Management Inc |
8 |
Apollon Wealth Management, LLC |
8 |
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
8 |
Passport Capital, LLC |
8 |
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T |
8 |
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF |
8 |
BSJR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 High Yield Corporate Bond ETF |
8 |
Tcs Capital Management Llc |
8 |
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
8 |
IPG Investment Advisors LLC |
8 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
8 |
STXK - EA Series Trust - Strive Small-Cap ETF |
8 |
Trust For Advisor Solutions |
8 |
APG Asset Management US Inc. |
8 |
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES |
8 |
Tucker Asset Management Llc |
8 |
Taconic Capital Advisors LP |
8 |
Ofi Invest Asset Management |
8 |
Brant Point Investment Management Llc |
8 |
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
8 |
Transamerica Partners Portfolios |
8 |
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
8 |
Transamerica Partners Funds Group Ii |
8 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
8 |
Scepter Holdings, Inc. |
8 |
Meiji Yasuda Life Insurance Co |
8 |
Gruss Capital Management LP |
8 |
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
8 |
Axiom International Investors Llc /de |
8 |
Transamerica Partners Funds Group |
8 |
Clough Capital Partners L P |
8 |
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
8 |
MONTX - MONETTA TRUST - Monetta Fund |
8 |
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
8 |
SummitTX Capital, L.P. |
8 |
Personal Wealth Partners |
8 |
Chilton Investment Co Llc |
8 |
Patten Group, Inc. |
8 |
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF |
8 |
Ssga Master Trust |
8 |
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 |
8 |
DG Capital Management, LLC |
8 |
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
8 |
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
8 |
EA Series Trust |
8 |
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
8 |
Miracle Mile Advisors, LLC |
8 |
Cbre Clarion Global Real Estate Income Fund |
8 |
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
8 |
Corvex Management LP |
8 |
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
8 |
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A |
8 |
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
8 |
Paulson & Co. Inc. |
8 |
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
8 |
CGMRX - CGM TRUST - CGM Realty Fund |
8 |
Southeastern Asset Management Inc/tn/ |
8 |
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund |
8 |
Bryn Mawr Capital Management Inc |
8 |
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
8 |
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio |
8 |
WESPAC Advisors, LLC |
8 |
Capital International Ltd /ca/ |
8 |
Cape Investment Advisory, Inc. |
8 |
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
8 |
Geneva Advisors, LLC |
8 |
Stoneridge Investment Partners Llc |
8 |
Annis Gardner Whiting Capital Advisors, LLC |
8 |
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
8 |
KLXY - Krane Shares Trust - KraneShares Global Luxury Index ETF |
8 |
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I |
8 |
VMCVX - VALIC Co II - Mid Cap Value Fund |
8 |
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
8 |
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares |
8 |
Carmignac Gestion |
8 |
Turtle Creek Wealth Advisors, LLC |
8 |
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
8 |
Wetzel Investment Advisors, Inc. |
8 |
Hodges Capital Management Inc. |
8 |
TIREX - TIAA-CREF FUNDS - TIAA-CREF Real Estate Securities Fund Institutional Class |
8 |
Binnacle Investments Inc |
8 |
CQS Cayman LP |
8 |
Abich Financial Wealth Management LLC |
8 |
Rakuten Investment Management, Inc. |
8 |
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
8 |
Aviance Capital Management, Llc |
8 |
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
8 |
Pacific Alternative Asset Management Company, Llc |
8 |
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
8 |
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 |
8 |
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
8 |
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
8 |
TLRSX - TIAA-CREF LIFE FUNDS - Real Estate Securities Fund |
8 |
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF |
8 |
GUMAX - GUGGENHEIM FUNDS TRUST - Guggenheim Market Neutral Real Estate Fund Class A |
8 |
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares |
8 |
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A |
8 |
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
8 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
8 |
Horizons Etf Trust I |
8 |
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
8 |
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
8 |
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
8 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
8 |
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
8 |
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
8 |
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional |
8 |
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
8 |
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
8 |
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
8 |
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A |
8 |
Pekin Hardy Strauss, Inc. |
8 |
ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
8 |
Ridgeworth Funds |
8 |
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A |
8 |
Griffin Institutional Access Real Estate Fund |
8 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
8 |
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio |
8 |
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y |
8 |
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
8 |
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
8 |
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
8 |
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D |
8 |
WR Wealth Planners, LLC |
8 |
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
8 |
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV |
8 |
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
8 |
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A |
8 |
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
8 |
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares |
8 |
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
8 |
BFOR - ALPS ETF Trust - Barron's 400 ETF |
8 |
Ilmarinen Mutual Pension Insurance Co |
8 |
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A |
8 |
UMA Financial Services, Inc. |
8 |
Claraphi Advisory Network, LLC |
8 |
JAJMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Real Estate Securities Trust NAV |
8 |
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
8 |
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
8 |
V3 Capital Management, L.P. |
8 |
CFICX - CALVERT FUND - Calvert Income Fund Class A |
8 |
Carillon Tower Advisers, Inc. |
8 |
Sovarnum Capital L.p. |
8 |
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A |
8 |
Icon Wealth Partners, LLC |
8 |
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
8 |
Guardian Life Insurance Co Of America |
8 |
HSBC FUNDS - HSBC High Yield Fund Class A |
8 |
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A |
8 |
Merit Financial Group, LLC |
8 |
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
8 |
Tsfg, Llc |
8 |
Thames Capital Management Llc |
8 |
Costello Asset Management, INC |
8 |
First Command Advisory Services, Inc. |
8 |
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A |
8 |
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
8 |
LM Advisors LLC |
8 |
Kelly Financial Services LLC |
8 |
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A |
8 |
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
8 |
Planning Capital Management Corp |
8 |
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
8 |
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
8 |
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
8 |
Nvwm, Llc |
8 |
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
8 |
Elk Creek Partners, LLC |
8 |
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class |
8 |
Polygon Management Ltd. |
8 |
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF |
8 |
Silvant Capital Management LLC |
8 |
Salomon & Ludwin, LLC |
8 |
Sittner & Nelson, Llc |
8 |
Kalos Management, Inc. |
8 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
8 |
Alpha DNA Investment Management LLC |
8 |
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
8 |
Renaissance Group Llc |
8 |
Mn Services Vermogensbeheer B.V. |
8 |
Investment Management Corp of Ontario |
8 |
IWC - iSHARES TRUST - iShares Micro-Cap ETF |
8 |
HN Saltoro Capital, LP |
8 |
Three Bays Capital Lp |
8 |
Shapiro Robert N |
8 |
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
8 |
Golden State Equity Partners |
8 |
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB |
8 |
Sanders Morris Harris Llc |
8 |
B. Metzler seel. Sohn & Co. Holding AG |
8 |
Gabelli Equity Series Funds Inc |
8 |
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
8 |
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
8 |
Boston Private Bank & Trust Co |
8 |
Addison Advisors LLC |
8 |
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
7 |
Phoenix Holdings Ltd. |
7 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund |
7 |
Sargent Bickham Lagudis LLC |
7 |
Securian Funds Trust - SFT Index 500 Fund Class 1 |
7 |
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF |
7 |
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB |
7 |
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) |
7 |
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A |
7 |
Legg Mason Investment Counsel, LLC |
7 |
MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
7 |
Old Second National Bank Of Aurora |
7 |
Oppenheimer Global High Yield Fund |
7 |
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
7 |
Almanack Investment Partners, LLC. |
7 |
STFBX - Advisers Investment Trust - State Farm Balanced Fund |
7 |
Haafor (Singapore) Pte. Ltd. |
7 |
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
7 |
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
7 |
First Foundation Advisors |
7 |
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A |
7 |
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
7 |
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
7 |
Profunds - Profund Vp Bull |
7 |
Bollard Group LLC |
7 |
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A |
7 |
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class |
7 |
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
7 |
Pacific Center for Financial Services |
7 |
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
7 |
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
7 |
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
7 |
MML Series Investment Fund II - MML Equity Fund Initial Class |
7 |
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A |
7 |
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
7 |
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
7 |
Ariose Capital Management Ltd |
7 |
DecisionPoint Financial, LLC |
7 |
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio |
7 |
Baird Robert W & Co Inc /wi/ |
7 |
Alphagen Securities Llc |
7 |
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
7 |
Barings Funds Trust - Barings Global Floating Rate Fund Class A Shares |
7 |
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
7 |
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
7 |
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
7 |
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
7 |
Core Alternative Capital |
7 |
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund |
7 |
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
7 |
Standard Family Office LLC |
7 |
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
7 |
Resolute Advisors LLC |
7 |
DSAM Partners (London) Ltd |
7 |
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
7 |
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF |
7 |
ACG Wealth |
7 |
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A |
7 |
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF |
7 |
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
7 |
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A |
7 |
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
7 |
Mine & Arao Wealth Creation & Management, LLC. |
7 |
MML Series Investment Fund II - MML Blend Fund Initial Class |
7 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 |
7 |
REACX - American Century Capital Portfolios Inc - Real Estate Fund Investor Class |
7 |
V-Square Quantitative Management LLC |
7 |
WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares |
7 |
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF |
7 |
Relative Value Fund |
7 |
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
7 |
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
7 |
First City Capital Management, Inc. |
7 |
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
7 |
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares |
7 |
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
7 |
1st Global Advisors, Inc. |
7 |
TradeLink Capital LLC |
7 |
Vaughan Nelson Investment Management, L.p. |
7 |
Harris Associates L P |
7 |
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
7 |
Syon Capital Llc |
7 |
Anson Funds Management LP |
7 |
Virtus Total Return Fund Inc. |
7 |
ACSKX - American Century Investment Trust - Short Duration Fund C Class |
7 |
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio |
7 |
Saba Capital Management, L.P. |
7 |
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
7 |
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
7 |
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares |
7 |
American Research & Management Co. |
7 |
Hussman Strategic Advisors, Inc. |
7 |
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
7 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
7 |
Camarda Financial Advisors, LLC |
7 |
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
7 |
Landmark Investment Partners, L.p. |
7 |
Omega Advisors Inc. |
7 |
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
7 |
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
7 |
Nkcfo Llc |
7 |
Vanguard Morgan Growth Fund |
7 |
Archer Investment Corp |
7 |
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
7 |
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 |
7 |
Sumit Capital, Llc |
7 |
Nicholas Company, Inc. |
7 |
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
7 |
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF |
7 |
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF |
7 |
Brown Advisory Securities, LLC |
7 |
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF |
7 |
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund |
7 |
Equitable Holdings, Inc. |
7 |
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class |
7 |
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF |
7 |
Wealthfront Inc |
7 |
City State Bank |
7 |
Insight Select Income Fund |
7 |
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
7 |
Neuburgh Advisers LLC |
7 |
Sandell Asset Management Corp |
7 |
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
7 |
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund |
7 |
Glen Harbor Capital Management LLC |
7 |
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF |
7 |
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
7 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
7 |
Mane Global Capital Management Lp |
7 |
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
7 |
BFGFX - BARON SELECT FUNDS - Baron Focused Growth Fund |
7 |
Legacy Advisors, LLC |
7 |
GATEX - Gateway Trust - Gateway Fund Class A Shares |
7 |
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
7 |
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
7 |
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
7 |
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF |
7 |
CMDY - iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF |
7 |
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
7 |
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
7 |
Profunds - Profund Vp Large-cap Value |
7 |
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
7 |
American Assets Capital Advisers, LLC |
7 |
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
7 |
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES |
7 |
Creekmur Asset Management LLC |
7 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii |
7 |
O'Neil Global Advisors, Inc. |
7 |
Vivaldi Asset Management, LLC |
7 |
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
7 |
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional |
7 |
D'Orazio & Associates, Inc. |
7 |
Simplicity Wealth,LLC |
7 |
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
7 |
Columbia Partners L L C Investment Management |
7 |
Capital Wealth Alliance, LLC |
7 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
7 |
Northern Oak Wealth Management Inc |
7 |
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
7 |
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
7 |
Apertura Capital, LLC |
7 |
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
7 |
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV |
7 |
OHSHX - First Western Funds Trust - First Western Short Duration High Yield Credit Fund Institutional Shares |
7 |
PWS - Pacer Funds Trust - Pacer WealthShield ETF |
7 |
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
7 |
Kohlberg Kravis Roberts & Co. L.P. |
7 |
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares |
7 |
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares |
7 |
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL |
7 |
RPG Investment Advisory, LLC |
7 |
ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS |
7 |
Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
7 |
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares |
7 |
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
7 |
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A |
7 |
Newbrook Capital Advisors LP |
7 |
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
7 |
Sheaff Brock Investment Advisors, LLC |
7 |
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
7 |
IVE - iSHARES TRUST - iShares S&P 500 Value ETF |
7 |
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
7 |
Chesley Taft & Associates LLC |
7 |
Ausdal Financial Partners, Inc. |
7 |
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class |
7 |
Rothschild Asset Management Inc |
7 |
Congress Asset Management Co /ma |
7 |
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
7 |
Aspire Private Capital, LLC |
7 |
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
7 |
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
7 |
Dfpg Investments, Llc |
7 |
Solel Partners LP |
7 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
7 |
Apollo Management Holdings, L.P. |
7 |
Custom Index Systems, Llc |
7 |
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
7 |
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I |
7 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
7 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A |
7 |
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
7 |
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
7 |
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
7 |
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
7 |
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares |
7 |
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
7 |
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
7 |
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class |
7 |
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
7 |
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF |
7 |
Allegheny Financial Group LTD |
7 |
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
7 |
Stanley-Laman Group, Ltd. |
7 |
Highstreet Asset Management Inc. |
7 |
Bellevue Asset Management, Llc |
7 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
7 |
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF |
7 |
B. Metzler seel. Sohn & Co. AG |
7 |
Gupta Wealth Management LLC |
7 |
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
7 |
Calton & Associates, Inc. |
7 |
HHM Wealth Advisors, LLC |
7 |
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
7 |
Oppenheimer Global Multi-asset Growth Fund |
7 |
Bedel Financial Consulting, Inc. |
7 |
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF |
7 |
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 |
7 |
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 |
7 |
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
7 |
Carmichael Hill & Associates, Inc. |
7 |
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
7 |
Lincoln National Corp |
7 |
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
7 |
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF |
7 |
DT Investment Partners, LLC |
7 |
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF |
7 |
BETZ - Listed Funds Trust - Roundhill Sports Betting & iGaming ETF |
7 |
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF |
7 |
Variable Insurance Trust |
7 |
ARYVX - American Century Capital Portfolios Inc - Global Real Estate Fund Investor Class |
7 |
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF |
7 |
Zions Bancorporation, National Association /ut/ |
7 |
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class |
7 |
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
7 |
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF |
7 |
HighMark Wealth Management LLC |
7 |
Virginia Retirement System |
7 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
7 |
Interchange Capital Partners, LLC |
7 |
IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF |
7 |
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF |
7 |
Rampart Investment Management Company, LLC |
7 |
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A |
7 |
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND |
7 |
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
7 |
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
7 |
PACIFIC SELECT FUND - Equity Index Portfolio Class I |
7 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service |
7 |
Stifel Nicolaus & Co Inc \mo\ |
7 |
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 |
7 |
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A |
7 |
Tema ETF Trust - Tema Luxury ETF |
7 |
Mutual Advisors, LLC |
7 |
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio |
7 |
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
7 |
Chimera Capital Management LLC |
7 |
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
7 |
Havens Advisors Llc |
7 |
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund |
7 |
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
7 |
Barnett & Company, Inc. |
7 |
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
7 |
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF |
7 |
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
7 |
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
7 |
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
7 |
Parisi Gray Wealth Management |
7 |
Denver Investment Advisors Llc |
7 |
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF |
7 |
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF |
7 |
American Financial Network Advisory Services Llc |
7 |
Bremer Trust National Association |
7 |
Fieldview Capital Management, LLC |
7 |
Buckingham Strategic Partners |
7 |
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A |
7 |
Orinda Asset Management LLC |
7 |
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A |
7 |
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
7 |
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
7 |
Family Management Corp |
7 |
Asahi Life Asset Management Co., Ltd. |
7 |
Wealthbridge Capital Management, Llc |
7 |
PFG Investments, LLC |
7 |
Webster Bank, N. A. |
7 |
Hazelview Securities Inc. |
7 |
Telemetry Investments, L.L.C. |
7 |
Lucus Advisors Llc |
7 |
SLIM - Janus Detroit Street Trust - The Obesity ETF |
7 |
PENN SERIES FUNDS INC - Index 500 Fund |
7 |
Capital Investment Advisory Services, LLC |
7 |
Pittenger & Anderson Inc |
7 |
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF |
7 |
Congress Wealth Management LLC / DE / |
7 |
Frontier Capital Management Co Llc |
7 |
Vertex One Asset Management Inc. |
7 |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
7 |
Amtrust Financial Services, Inc. |
7 |
Telemus Capital, Llc |
7 |
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class |
7 |
MANA Advisors LLC |
7 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB |
7 |
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
7 |
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I |
7 |
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio |
7 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class |
7 |
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
7 |
Principal Street Partners, LLC |
7 |
Beryl Capital Management LLC |
7 |
USS Investment Management Ltd |
7 |
Symmetry Peak Management Llc |
7 |
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
7 |
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF |
7 |
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
7 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
7 |
Diameter Capital Partners LP |
7 |
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
7 |
Symmetry Investments LP |
7 |
LGPIX - Profunds - Large-cap Growth Profund Investor Class |
7 |
LVPIX - Profunds - Large-cap Value Profund Investor Class |
7 |
F&C Asset Management plc |
7 |
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T |
7 |
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
7 |
QUANTRES ASSET MANAGEMENT Ltd |
7 |
Bremer Bank National Association |
7 |
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
7 |
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
7 |
First Interstate Bank |
7 |
Dorsey & Whitney Trust CO LLC |
7 |
Carmel Capital Partners, LLC |
7 |
Tyler-Stone Wealth Management |
7 |
Profunds - Profund Vp Large-cap Growth |
7 |
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class |
7 |
Kovitz Investment Group Partners, LLC |
7 |
ULPIX - Profunds - Ultrabull Profund Investor Class |
7 |
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus |
7 |
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A |
7 |
Zebra Capital Management LLC |
7 |
Lloyd Advisory Services, LLC. |
7 |
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
7 |
Kodai Capital Management LP |
7 |
Davis Selected Advisers |
7 |
Dymon Asia Capital (singapore) Pte. Ltd. |
7 |
BLPIX - Profunds - Bull Profund Investor Class |
7 |
New World Fund Inc |
7 |
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF |
7 |
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A |
7 |
VVSCX - VALIC Co I - Small Cap Value Fund |
7 |
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
7 |
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
7 |
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF |
7 |
IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
7 |
Windsor Creek Advisors, Llc |
7 |
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
7 |
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 |
7 |
Coastal Capital Group, Inc. |
7 |
Garrett Wealth Advisory Group, LLC |
7 |
Skylands Capital, LLC |
7 |
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
7 |
PIMCO Energy & Tactical Credit Opportunities Fund |
7 |
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
7 |
Polymer Capital Management (HK) LTD |
7 |
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A |
7 |
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
7 |
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares |
7 |
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF |
7 |
U S Global Investors Inc |
7 |
Bramshill Investments, LLC |
7 |
Emerald Mutual Fund Advisers Trust |
7 |
Allianzgi Equity & Convertible Income Fund |
7 |
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A |
7 |
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
7 |
Bank Pictet & Cie (asia) Ltd |
7 |
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
7 |
Exos Asset Management LLC |
7 |
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
7 |
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio |
7 |
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares |
7 |
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF |
7 |
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A |
7 |
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
7 |
Profunds - Profund Vp Ultrabull |
7 |
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
7 |
Hanson & Doremus Investment Management |
7 |
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
7 |
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
7 |
Schechter Investment Advisors, LLC |
7 |
KeyPoint Capital Management, LLC |
7 |
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 |
7 |
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
7 |
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A |
7 |
Claris Advisors, Llc / Mo / |
7 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares |
7 |
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N |
7 |
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
7 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
7 |
AHHX - Starboard Investment Trust - Adaptive High Income ETF |
7 |
WestEnd Advisors, LLC |
7 |
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
7 |
Granite Investment Partners, LLC |
7 |
Independence Capital Asset Partners, LLC |
7 |
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
7 |
Ghisallo Capital Management LLC |
7 |
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF |
7 |
SHP ETF Trust - NEOS S&P 500(R) High Income ETF |
7 |
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
7 |
Honeywell International Inc |
7 |
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
7 |
Integrated Investment Consultants, LLC |
7 |
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
7 |
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
7 |
Mpwm Advisory Solutions, Llc |
7 |
LMR Master Fund Ltd |
7 |
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES |
7 |
SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
7 |
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F |
7 |
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class |
7 |
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
7 |
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares |
7 |
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
7 |
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
7 |
Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
7 |
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
7 |
Halbert Hargrove Global Advisors, Llc |
7 |
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
7 |
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund |
7 |
Royal Fund Management, LLC |
7 |
YHB Investment Advisors, Inc. |
7 |
Spdr S&p 500 Etf Trust |
7 |
Symphony Financial, Ltd. Co. |
7 |
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
7 |
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
7 |
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares |
7 |
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
7 |
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
7 |
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
7 |
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
7 |
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I |
7 |
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
7 |
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund |
7 |
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class |
7 |
Falcon Point Capital, Llc |
7 |
Bank Of The West |
7 |
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND |
7 |
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio |
7 |
CR Intrinsic Investors, LLC |
7 |
Scout Investments, Inc. |
7 |
Blackthorn Investment Group Llc |
7 |
Corient Capital Partners, LLC |
7 |
Certified Advisory Corp |
7 |
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
7 |
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
7 |
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
7 |
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
7 |
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares |
7 |
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A |
7 |
tru Independence LLC |
7 |
Regal Investment Advisors LLC |
7 |
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
7 |
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
7 |
BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A |
7 |
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A |
7 |
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
7 |
Modus Advisors, LLC |
7 |
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares |
7 |
Clear Street Llc |
7 |
Garde Capital, Inc. |
7 |
Rothschild Investment Corp /il |
7 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class |
7 |
Axiom Investment Management LLC |
7 |
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class |
7 |
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF |
7 |
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
7 |
Ahrens Investment Partners LLC |
7 |
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
7 |
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I |
7 |
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
7 |
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares |
7 |
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
7 |
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
7 |
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF |
7 |
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares |
7 |
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
7 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
7 |
Conning Inc. |
7 |
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF |
7 |
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
7 |
Xai Octagon Floating Rate & Alternative Income Term Trust |
7 |
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class |
7 |
AMCPX - AMCAP FUND - AMCAP FUND Class A |
7 |
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund |
7 |
Nuveen Tax Advantaged Total Return Strategy Fund |
7 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
7 |
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund |
7 |
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class |
7 |
M&g Investment Management Ltd |
7 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
7 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
7 |
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
7 |
Bridges Investment Management Inc |
7 |
GHVIX - GMO TRUST - GMO High Yield Fund Class VI |
7 |
Raiff Partners Inc |
7 |
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF |
7 |
Meghalaya Partners, L.p. |
7 |
Kassirer Asset Management Corp |
7 |
VVJCX - Voya FUNDS TRUST - Voya Short Duration High Income Fund Class I |
7 |
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
7 |
Heck Capital Advisors, LLC |
7 |
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
7 |
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
7 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
7 |
Minichmacgregor Wealth Management, Llc |
7 |
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
7 |
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
7 |
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
7 |
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class |
7 |
Delphi Private Advisors LLC |
7 |
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
7 |
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
7 |
Beaird Harris Wealth Management, LLC |
7 |
Strategic Investment Solutions, Inc. /IL |
7 |
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
7 |
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
7 |
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF |
7 |
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund |
7 |
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
7 |
Atticus Wealth Management, Llc |
7 |
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
7 |
Oakworth Capital, Inc. |
7 |
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
7 |
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class |
7 |
Tobam |
7 |
Vantage Investment Advisors, LLC |
7 |
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
7 |
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF |
7 |
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class |
7 |
Growth Fund Of America |
7 |
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
7 |
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF |
7 |
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
7 |
Thomas J. Herzfeld Advisors, Inc. |
7 |
Voya Financial Advisors, Inc. |
7 |
NOBOX - Northern Funds - Northern Bond Index Fund |
7 |
Cohen & Steers Quality Income Realty Fund Inc |
7 |
Principal Real Estate Income Fund |
7 |
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
7 |
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
7 |
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A |
7 |
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I |
7 |
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I |
7 |
Suvretta Capital Management, Llc |
7 |
M&r Capital Management Inc |
7 |
Garnet Equity Capital Holdings, Inc. |
7 |
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
7 |
Telluride Asset Management LLC |
7 |
BSBAX - Northern Funds - Northern Short Bond Fund |
7 |
Avalon Advisors, Llc |
7 |
Rathbone Brothers plc |
7 |
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A |
7 |
Linden Advisors Lp |
7 |
NOLVX - Northern Funds - Northern Large Cap Value Fund |
7 |
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF |
7 |
Brighton Jones Llc |
7 |
Redwood Investments, LLC |
7 |
TradeLink Global Equity LLC |
7 |
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
7 |
Equitec Specialists, Llc |
7 |
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
7 |
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
7 |
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund |
7 |
Coppell Advisory Solutions Corp. |
7 |
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
7 |
Tiaa, Fsb |
7 |
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
7 |
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A |
7 |
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF |
7 |
NOLCX - Northern Funds - Northern Large Cap Core Fund |
7 |
Stonebridge Financial Group, LLC |
7 |
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
7 |
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
7 |
Reliance Trust Co Of Delaware |
7 |
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
7 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
7 |
Loews Corp |
7 |
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
7 |
VGLSX - VALIC Co I - Global Strategy Fund |
7 |
Samalin Investment Counsel, LLC |
7 |
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
7 |
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
7 |
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
7 |
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF |
7 |
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
7 |
Highline Wealth Partners Llc |
7 |
NOSIX - Northern Funds - Northern Stock Index Fund |
7 |
FormulaFolio Investments, LLC |
7 |
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
7 |
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund |
7 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio |
7 |
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A |
7 |
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF |
7 |
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
7 |
Davidson Kempner Capital Management LLC |
7 |
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
7 |
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
7 |
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund |
7 |
VSTIX - VALIC Co I - Stock Index Fund |
7 |
ProVise Management Group, LLC |
7 |
111 Capital |
6 |
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
6 |
Nwi Management Lp |
6 |
Qtron Investments LLC |
6 |
BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares |
6 |
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
6 |
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares |
6 |
Alden Global Capital LLC |
6 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A |
6 |
NJ State Employees Deferred Compensation Plan |
6 |
Steel Peak Wealth Management LLC |
6 |
Integrated Advisors Network LLC |
6 |
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF |
6 |
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF |
6 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class |
6 |
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A |
6 |
Perennial Investment Advisors, LLC |
6 |
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF |
6 |
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
6 |
Clarius Group, LLC |
6 |
MSUSX - Morgan Stanley Institutional Fund Inc - U.s. Real Estate Portfolio Class I |
6 |
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
6 |
Quaker Wealth Management, LLC |
6 |
Gyl Financial Synergies, Llc |
6 |
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. |
6 |
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class |
6 |
Cohen & Steers Institutional Global Realty Shares, Inc. |
6 |
Tygh Capital Management, Inc. |
6 |
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF |
6 |
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A |
6 |
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
6 |
Geduld E E |
6 |
Bks Advisors, Llc |
6 |
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF |
6 |
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
6 |
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF |
6 |
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A |
6 |
Oxbow Advisors, LLC |
6 |
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF |
6 |
Phocas Financial Corp. |
6 |
HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
6 |
Human Investing LLC |
6 |
MRLAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Real Estate Portfolio Class I |
6 |
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund |
6 |
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load |
6 |
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF |
6 |
25 Llc |
6 |
MPS Loria Financial Planners, LLC |
6 |
Columbus Hill Capital Management, L.P. |
6 |
Venator Capital Management Ltd. |
6 |
Mesirow Financial Investment Management, Inc. |
6 |
Bridgecreek Investment Management, LLC |
6 |
Vinva Investment Management Ltd |
6 |
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
6 |
Frank, Rimerman Advisors LLC |
6 |
DoubleLine ETF Adviser LP |
6 |
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund |
6 |
Cooperman Leon G |
6 |
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A |
6 |
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A |
6 |
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund |
6 |
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
6 |
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
6 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
6 |
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
6 |
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
6 |
S. Muoio & Co. Llc |
6 |
EULAV Asset Management |
6 |
Gerstein Fisher |
6 |
First Midwest Bank Trust Division |
6 |
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A |
6 |
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio |
6 |
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
6 |
Teamwork Financial Advisors, LLC |
6 |
Braun Stacey Associates Inc |
6 |
Jeppson Wealth Management, Llc |
6 |
Achievement Holdings L.P. |
6 |
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A |
6 |
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
6 |
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 |
6 |
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy |
6 |
Centersquare Investment Management Llc |
6 |
Berkley W R Corp |
6 |
Us Financial Advisors, Llc |
6 |
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
6 |
Ovata Capital Management Ltd |
6 |
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF |
6 |
SPX Equities Gestao de Recursos Ltda |
6 |
Invenomic Capital Management LP |
6 |
Ceredex Value Advisors LLC |
6 |
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A |
6 |
Pinnacle Financial Partners Inc |
6 |
Strategic Blueprint, LLC |
6 |
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class |
6 |
Sterling Investment Advisors, Ltd. |
6 |
Fiduciary Trust Co |
6 |
Cedar Wealth Management, LLC |
6 |
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
6 |
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
6 |
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A |
6 |
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF |
6 |
Apollo Tactical Income Fund Inc. |
6 |
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
6 |
Nemes Rush Group LLC |
6 |
Seven Bridges Advisors LLC |
6 |
Rmr Real Estate Income Fund |
6 |
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class |
6 |
Pineridge Advisors LLC |
6 |
Leisure Capital Management |
6 |
Chiron Capital Management, Llc |
6 |
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
6 |
Hood River Capital Management LLC |
6 |
LLINX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners International Fund |
6 |
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 |
6 |
Accuvest Global Advisors |
6 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 |
6 |
Morse Asset Management, Inc |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class |
6 |
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III |
6 |
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
6 |
Brighthouse Funds Trust I - Clarion Global Real Estate Portfolio Class A |
6 |
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A |
6 |
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
6 |
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 |
6 |
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF |
6 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
6 |
Credit Suisse Asset Management Income Fund Inc |
6 |
Doyle Wealth Management |
6 |
Tcw Strategic Income Fund Inc |
6 |
Hohimer Wealth Management, Llc |
6 |
Glaxis Capital Management, LLC |
6 |
Dendur Capital Lp |
6 |
Groupama Asset Managment |
6 |
Keeley Asset Management Corp |
6 |
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
6 |
New Wave Wealth Advisors Llc |
6 |
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A |
6 |
Consolidated Investment Group LLC |
6 |
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II |
6 |
Actinver Wealth Management, Inc. |
6 |
Infrastructure Capital Advisors, Llc |
6 |
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund |
6 |
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF |
6 |
MSRBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - US Real Estate Portfolio Class II |
6 |
Schwab Charitable Fund |
6 |
Guggenheim Taxable Municipal Managed Duration Trust |
6 |
Mufg Securities Americas Inc. |
6 |
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
6 |
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF |
6 |
Saiers Capital, LLC |
6 |
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A |
6 |
CenturyLink Investment Management Co |
6 |
MGETX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Real Estate Portfolio Class II |
6 |
Great Lakes Retirement, Inc. |
6 |
Meru Capital Group, LP |
6 |
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
6 |
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
6 |
Oddo Bhf Asset Management Sas |
6 |
Fortis Advisors, LLC |
6 |
Bradley Foster & Sargent Inc/ct |
6 |
Centerbridge Partners, L.P. |
6 |
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
6 |
Bank of Jackson Hole Trust |
6 |
Winch Advisory Services, LLC |
6 |
Hirtle Callaghan & Co LLC |
6 |
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
6 |
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
6 |
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF |
6 |
Financial Perspectives, Inc |
6 |
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
6 |
RIFSX - RUSSELL INVESTMENT FUNDS - Global Real Estate Securities Fund |
6 |
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
6 |
Landsberg, Bennett, & Dubbaneh LLC |
6 |
Intrust Bank Na |
6 |
JIREX - John Hancock Funds II - Real Estate Securities Fund Class 1 |
6 |
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund |
6 |
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF |
6 |
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 |
6 |
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A |
6 |
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
6 |
Lloyds Banking Group plc |
6 |
VCSVX - VALIC Co II - Small Cap Value Fund |
6 |
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD |
6 |
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class |
6 |
Old Mission Capital, Llc |
6 |
Cohen Capital Management, Inc. |
6 |
PENN SERIES FUNDS INC - Real Estate Securities Fund |
6 |
Channing Capital Management, LLC |
6 |
Dynamic Advisor Solutions LLC |
6 |
Avenue Income Credit Strategies Fund |
6 |
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 |
6 |
New Generation Advisors, Llc |
6 |
Delta Asset Management Llc/tn |
6 |
Washington Trust Advisors, Inc. |
6 |
Capital Income Builder |
6 |
Total Investment Management Inc |
6 |
China Universal Asset Management Co., Ltd. |
6 |
FUKOKU MUTUAL LIFE INSURANCE Co |
6 |
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A |
6 |
Red Tortoise LLC |
6 |
Onefund, Llc |
6 |
Ramsey Quantitative Systems |
6 |
Semanteon Capital Management, LP |
6 |
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional |
6 |
Balasa Dinverno & Foltz Llc |
6 |
Unique Wealth Strategies, LLC |
6 |
TGREX - TCW FUNDS INC - TCW Global Real Estate Fund Class I |
6 |
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
6 |
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares |
6 |
Flinton Capital Management LLC |
6 |
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
6 |
Silphium Asset Management Ltd |
6 |
Signature Resources Capital Management, LLC |
6 |
Amici Capital, LLC |
6 |
Mason Street Advisors, Llc |
6 |
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 |
6 |
Blockhouse Capital Management Lp |
6 |
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
6 |
Trust Asset Management LLC |
6 |
Crestwood Capital Management, L.P. |
6 |
Neuberger Berman Real Estate Securities Income Fund Inc |
6 |
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares |
6 |
State of New Jersey Common Pension Fund A |
6 |
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
6 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF |
6 |
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P |
6 |
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A |
6 |
Delta Global Management LP |
6 |
Jones Road Capital Management, L.p. |
6 |
Dakota Wealth Management |
6 |
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
6 |
Exxonmobil Investment Management Inc /tx |
6 |
BBVA USA Bancshares, Inc. |
6 |
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF |
6 |
CHICAGO TRUST Co NA |
6 |
Amplius Wealth Advisors, LLC |
6 |
Tributary Capital Management, LLC |
6 |
Connor Clark & Lunn Investment Management Ltd |
6 |
FS Global Credit Opportunities Fund |
6 |
Optimal Asset Management, Inc. |
6 |
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 |
6 |
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class |
6 |
Primecap Management Co/ca/ |
6 |
Fidelity Central Investment Portfolios LLC - Fidelity Consumer Discretionary Central Fund |
6 |
Mfs Intermediate Income Trust |
6 |
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund |
6 |
Ashford Investment Management, LLC |
6 |
Curi Wealth Management, LLC |
6 |
StoneX Group Inc. |
6 |
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A |
6 |
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
6 |
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
6 |
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V |
6 |
Ibex Wealth Advisors |
6 |
IRSYX - IVY FUNDS - Ivy Securian Real Estate Securities Fund Class Y |
6 |
Bellwether Advisors, LLC |
6 |
Centre Asset Management, LLC |
6 |
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
6 |
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF |
6 |
1492 Capital Management LLC |
6 |
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) |
6 |
Wilmington Trust Investment Management, LLC |
6 |
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A |
6 |
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A |
6 |
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares |
6 |
Crow Point Partners, LLC |
6 |
Bellwether Investment Group, LLC |
6 |
Rivernorth Opportunities Fund, Inc. |
6 |
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
6 |
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class |
6 |
Appaloosa Lp |
6 |
APBAX - Cavanal Hill Funds - Active Core Fund Investor |
6 |
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
6 |
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
6 |
PACIFIC SELECT FUND - Real Estate Portfolio Class I |
6 |
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
6 |
NOIEX - Northern Funds - Northern Income Equity Fund |
6 |
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf |
6 |
Man Investments Ltd |
6 |
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I |
6 |
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares |
6 |
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
6 |
RHJ International SA |
6 |
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
6 |
Cribstone Capital Management, LLC |
6 |
Munder Capital Management |
6 |
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
6 |
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional |
6 |
Charter Oak Capital Management, LLC |
6 |
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
6 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I |
6 |
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class |
6 |
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
6 |
Cloud Gate Capital, LLC |
6 |
Credit Suisse High Yield Bond Fund |
6 |
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares |
6 |
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
6 |
Ellis Investment Partners, LLC |
6 |
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
6 |
Rs Investment Management Co Llc |
6 |
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
6 |
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A |
6 |
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A |
6 |
Canada Post Corp Registered Pension Plan |
6 |
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) |
6 |
Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares |
6 |
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
6 |
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
6 |
Crestwood Advisors Group LLC |
6 |
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
6 |
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF |
6 |
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional |
6 |
Cohen & Steers Capital Management Inc |
6 |
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
6 |
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares |
6 |
Barr E S & Co |
6 |
CRCRX - MAINSTAY FUNDS TRUST - MainStay CBRE Real Estate Fund Class C |
6 |
City National Bank |
6 |
Tiger Eye Capital LLC |
6 |
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares |
6 |
Exane Asset Management |
6 |
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
6 |
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A |
6 |
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
6 |
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
6 |
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares |
6 |
One Capital Management, LLC |
6 |
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
6 |
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
6 |
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
6 |
DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A |
6 |
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund |
6 |
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
6 |
Avitas Wealth Management LLC |
6 |
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
6 |
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
6 |
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A |
6 |
Herold Advisors, Inc. |
6 |
Johnson Investment Counsel Inc |
6 |
Friess Associates Llc |
6 |
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF |
6 |
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class |
6 |
Mowery & Schoenfeld Wealth Management, LLC |
6 |
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
6 |
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A |
6 |
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A |
6 |
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class |
6 |
Frontier Wealth Management LLC |
6 |
Southpoint Capital Advisors LP |
6 |
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
6 |
Alpha Cubed Investments, LLC |
6 |
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 |
6 |
Syntal Capital Partners, LLC |
6 |
Crystal Rock Capital Management |
6 |
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A |
6 |
Richard Bernstein Advisors LLC |
6 |
Fayez Sarofim & Co |
6 |
Coe Capital Management, LLC |
6 |
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF |
6 |
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA |
6 |
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class |
6 |
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB |
6 |
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A |
6 |
Security Capital Research & Management Inc |
6 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II |
6 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II |
6 |
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative |
6 |
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares |
6 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
6 |
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
6 |
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF |
6 |
Freedman Financial Associates, Inc. |
6 |
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional |
6 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
6 |
Exencial Wealth Advisors, Llc |
6 |
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL |
6 |
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
6 |
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
6 |
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
6 |
FREAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Estate Securities Fund Class A |
6 |
ICRNX - Voya INVESTORS TRUST - VY(R) Clarion Global Real Estate Portfolio Class ADV |
6 |
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF |
6 |
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares |
6 |
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
6 |
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF |
6 |
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
6 |
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
6 |
NatWest Group plc |
6 |
ARS Investment Partners, LLC |
6 |
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I |
6 |
OIOAX - RBB FUND, INC. - Orinda Income Opportunities Fund Class A |
6 |
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
6 |
RRESX - RUSSELL INVESTMENT CO - Global Real Estate Securities Fund Class S |
6 |
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
6 |
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
6 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Real Estate Securities Account Class 1 |
6 |
Meridian Investment Counsel Inc. |
6 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
6 |
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
6 |
RK Capital Management, LLC |
6 |
WealthTrak Capital Management LLC |
6 |
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF |
6 |
FRANKLIN FLOATING RATE MASTER TRUST - Franklin Floating Rate Income Fund Advisor Class |
6 |
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
6 |
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund |
6 |
Personal Cfo Solutions, Llc |
6 |
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares |
6 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A |
6 |
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
6 |
Ferguson Wellman Capital Management, Inc |
6 |
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
6 |
FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF |
6 |
First National Bank Of Omaha |
6 |
Signition Lp |
6 |
Seeyond |
6 |
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 |
6 |
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I |
6 |
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia |
6 |
Euclid Advisors LLC |
6 |
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
6 |
Plaisance Capital LLC |
6 |
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund |
6 |
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A |
6 |
Harvest Management Llc |
6 |
Advanced Series Trust - Ast Cohen & Steers Realty Portfolio |
6 |
Rs Variable Products Trust |
6 |
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class |
6 |
Affinity Investment Advisors, Llc |
6 |
Verity Asset Management, Inc. |
6 |
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A |
6 |
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares |
6 |
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
6 |
Partnervest Advisory Services LLC |
6 |
Ninety One North America, Inc. |
6 |
Kaizen Advisory, Llc |
6 |
Securian Funds Trust - SFT Core Bond Fund Class 1 |
6 |
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A |
6 |
Cornerstone Advisory, LLC |
6 |
Lodge Hill Capital, LLC |
6 |
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF |
6 |
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB |
6 |
Delos Wealth Advisors, LLC |
6 |
Putnam High Yield Trust |
6 |
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF |
6 |
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P |
6 |
Jump Trading, Llc |
6 |
Hoxton Financial, Inc. |
6 |
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF |
6 |
Alkeon Capital Management Llc |
6 |
Mizuho Securities Usa Llc |
6 |
Patton Fund Management, Inc. |
6 |
Ratan Capital Management LP |
6 |
Providence Capital Advisors, LLC |
6 |
Crabel Capital Management, LLC |
6 |
Cambiar Investors Llc |
6 |
Sessa Capital IM, L.P. |
6 |
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I |
6 |
Van Hulzen Asset Management, LLC |
6 |
Peoples Financial Services Corp. |
6 |
VVMCX - VALIC Co I - Mid Cap Value Fund |
6 |
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A |
6 |
MTM Investment Management, LLC |
6 |
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
6 |
CWM Advisors, LLC |
6 |
Lake Street Advisors Group, Llc |
6 |
Summit Financial, LLC |
6 |
SkyView Investment Advisors, LLC |
6 |
Joseph P. Lucia & Associates, LLC |
6 |
Meritage Group LP |
6 |
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A |
6 |
Banco de Sabadell, S.A |
6 |
Concurrent Investment Advisors, LLC |
6 |
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
6 |
Accel Wealth Management |
6 |
Roubaix Capital, LLC |
6 |
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
6 |
Cypress Point Wealth Management, LLC |
6 |
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
6 |
THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A |
6 |
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
6 |
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
6 |
GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
6 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares |
6 |
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
6 |
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio |
6 |
REAP Financial Group, LLC |
6 |
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A |
6 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
6 |
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A |
6 |
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A |
6 |
Mediolanum International Funds Ltd |
6 |
Perpetual Ltd |
6 |
Fiduciary Alliance LLC |
6 |
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF |
6 |
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class |
6 |
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
6 |
Czech National Bank |
6 |
Bell Rock Capital Llc |
6 |
Putnam Investors Fund |
6 |
Joel Isaacson & Co., LLC |
6 |
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
6 |
ICA Group Wealth Management, LLC |
6 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 |
6 |
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF |
6 |
Tradewinds Capital Management, LLC |
6 |
Contrarian Capital Management, L.l.c. |
6 |
Oppenheimer Senior Floating Rate Plus Fund |
6 |
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A |
6 |
Dogwood Wealth Management LLC |
6 |
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
6 |
XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF |
6 |
Glass Jacobson Investment Advisors llc |
6 |
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
6 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I |
6 |
WealthPlan Investment Management, LLC |
6 |
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund |
6 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A |
6 |
Central Bank & Trust Co |
6 |
Oppenheimer Senior Floating Rate Fund |
6 |
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
6 |
Gabelli Global Small & Mid Cap Value Trust |
6 |
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A |
6 |
TCTC Holdings, LLC |
6 |
Investment Centers Of America Inc |
6 |
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
6 |
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF |
6 |
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
6 |
MHBNX - BMO FUNDS, INC. - BMO High Yield Bond Fund Class I |
6 |
FS Series Trust - FS Market Neutral Fund Class I |
6 |
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
6 |
Ikos Cif Ltd |
6 |
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF |
6 |
PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund |
6 |
Virtus ETF Advisers LLC |
6 |
St Germain D J Co Inc |
6 |
Princeton Global Asset Management LLC |
6 |
Truadvice, LLC |
6 |
ORFN - Tidal ETF Trust - Constrained Capital ESG Orphans ETF |
6 |
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class |
6 |
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares |
6 |
JHL Capital Group LLC |
6 |
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
6 |
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio |
6 |
Silver Point Capital L.P. |
6 |
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
6 |
Coastline Trust Co |
6 |
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
6 |
Falcon Edge Capital, LP |
6 |
T. Rowe Price Investment Management, Inc. |
6 |
Allstate Investment Management Co |
6 |
Discovery Capital Management, Llc / Ct |
6 |
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
6 |
ICRPX - Voya INVESTORS TRUST - VY(R) Clarion Real Estate Portfolio Class ADV |
6 |
Red Door Wealth Management, LLC |
6 |
Nuveen Real Estate Income Fund |
6 |
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
6 |
Osborne Partners Capital Management, Llc |
6 |
Hennessy Advisors Inc |
6 |
Putnam Fl Investment Management Co |
6 |
Selz Capital LLC |
6 |
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
6 |
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
6 |
AQGNX - AQR Funds - AQR Global Equity Fund Class N |
6 |
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
6 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF |
6 |
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class |
6 |
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares |
6 |
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
6 |
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
6 |
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
6 |
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A |
6 |
SkyOak Wealth, LLC |
6 |
Family Firm, Inc. |
6 |
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF |
6 |
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF |
6 |
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
6 |
Colonial Trust Advisors |
6 |
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund |
6 |
American Funds Fundamental Investors |
6 |
Western Wealth Management, LLC |
6 |
Investmark Advisory Group LLC |
6 |
Mount Lucas Management LP |
6 |
Bain Capital Public Equity Management Ii, Llc |
6 |
Columbia Wanger Asset Management Llc |
6 |
XML Financial, LLC |
6 |
Quantum Capital Management |
6 |
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
6 |
Marshall & Sterling Wealth Advisors Inc. |
6 |
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class |
6 |
Institutional Investment Strategy Fund |
6 |
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
6 |
Householder Group Estate & Retirement Specialist, LLC |
6 |
Westend Capital Management LLC |
6 |
Heritage Wealth Advisors |
6 |
TRGRX - T. Rowe Price Global Real Estate Fund, Inc. - T. Rowe Price Global Real Estate Fund, Inc. |
6 |
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund |
6 |
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
6 |
Cordatus Wealth Management LLC |
5 |
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class |
5 |
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
5 |
Securian Funds Trust - SFT Real Estate Securities Fund Class 2 |
5 |
Securian Funds Trust - SFT T. Rowe Price Value Fund |
5 |
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I |
5 |
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
5 |
CFGRX - COMMERCE FUNDS - The Growth Fund Shares |
5 |
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares |
5 |
PENN SERIES FUNDS INC - Limited Maturity Bond Fund |
5 |
Tran Capital Management, L.p. |
5 |
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF |
5 |
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
5 |
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I |
5 |
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
5 |
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
5 |
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
5 |
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares |
5 |
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares |
5 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I |
5 |
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
5 |
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
5 |
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
5 |
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A |
5 |
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF |
5 |
EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF |
5 |
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
5 |
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class |
5 |
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class |
5 |
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A |
5 |
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV |
5 |
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF |
5 |
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A |
5 |
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
5 |
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class |
5 |
MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class |
5 |
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class |
5 |
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
5 |
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class |
5 |
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class |
5 |
Jag Capital Management, Llc |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Baron Growth Opportunities Fund Standard Class |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class |
5 |
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class |
5 |
Argent Capital Management Llc |
5 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
5 |
Perbak Capital Partners LLP |
5 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 |
5 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class |
5 |
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class |
5 |
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class |
5 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class |
5 |
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A |
5 |
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
5 |
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class |
5 |
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A |
5 |
Ivy Variable Insurance Portfolios - Ivy VIP Securian Real Estate Securities Class II |
5 |
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II |
5 |
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
5 |
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF |
5 |
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF |
5 |
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional |
5 |
TimesSquare Capital Management, LLC |
5 |
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
5 |
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 |
5 |
HCREX - HC CAPITAL TRUST - The Real Estate Securities Portfolio HC Strategic Shares |
5 |
Cupps Capital Management, LLC |
5 |
Plato Investment Management Ltd |
5 |
Flow Traders U.s. Llc |
5 |
Morningstar Investment Services LLC |
5 |
Girard Partners Ltd. |
5 |
Tidemark, LLC |
5 |
Wilmington Trust Co |
5 |
Atlantic Edge Private Wealth Management, LLC |
5 |
Signature Estate & Investment Advisors Llc |
5 |
Ccm Investment Group, Llc |
5 |
Greenwood Capital Associates Llc |
5 |
Green Square Capital Advisors Llc |
5 |
Shenkman Capital Management Inc |
5 |
Gilliland Jeter Wealth Management LLC |
5 |
Aew Capital Management L P |
5 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 High Yield Corporate Bond ETF |
5 |
Sapient Capital Llc |
5 |
Brave Asset Management Inc |
5 |
Herndon Capital Management Llc |
5 |
Todd Asset Management Llc |
5 |
Valued Wealth Advisors LLC |
5 |
Jamison Private Wealth Management, Inc. |
5 |
AMG National Trust Bank |
5 |
GFS Advisors, LLC |
5 |
Franklin Templeton ETF Trust - Western Asset Bond ETF |
5 |
NEOS Investment Management LLC |
5 |
Evermay Wealth Management Llc |
5 |
Norden Group Llc |
5 |
PSDM - PGIM ETF TRUST - PGIM Short Duration Multi-Sector Bond ETF |
5 |
Emory University |
5 |
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF |
5 |
LGRUX - LORD ABBETT TRUST I - Lord Abbett Investment Grade Floating Rate Fund Class R6 |
5 |
WMS Partners, LLC |
5 |
Copeland Capital Management, LLC |
5 |
Halpern Financial, Inc. |
5 |
Formidable Asset Management, LLC |
5 |
PLHIX - Aristotle Funds Series Trust - Aristotle High Yield Bond Fund Class I |
5 |
Bourgeon Capital Management Llc |
5 |
Fidelity Multi-Strategy Credit Fund |
5 |
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF |
5 |
British Airways Pensions Investment Management Ltd |
5 |
Lowe Wealth Advisors, LLC |
5 |
LBA Wealth Management, LLC |
5 |
Manning & Napier Advisors Llc |
5 |
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF |
5 |
Security National Trust Co |
5 |
Atomi Financial Group, Inc. |
5 |
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
5 |
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
5 |
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
5 |
Armstrong Shaw Associates Inc/ct |
5 |
Thomas White International Ltd |
5 |
Dsm Capital Partners Llc |
5 |
Goodwin Daniel L |
5 |
Mascagni Wealth Management, Inc. |
5 |
Fifth Third Wealth Advisors LLC |
5 |
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
5 |
Key Colony Management, LLC |
5 |
Beech Hill Advisors, Inc. |
5 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF |
5 |
TCW ETF Trust - TCW Multisector Credit Income ETF |
5 |
Fosun International Ltd |
5 |
Putnam ETF Trust - Putnam ESG Ultra Short ETF - |
5 |
Edmond De Rothschild (suisse) S.a. |
5 |
Intact Investment Management Inc. |
5 |
State of New Jersey Common Pension Fund E |
5 |
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class |
5 |
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF |
5 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund |
5 |
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio |
5 |
PKO Investment Management Joint-Stock Co |
5 |
Karpas Strategies, Llc |
5 |
Mill Creek Capital Advisors, LLC |
5 |
Jana Partners Llc |
5 |
Mark Sheptoff Financial Planning, Llc |
5 |
Greenland Capital Management LP |
5 |
Strategy Asset Managers Llc |
5 |
Private Bank & Trust Co |
5 |
Garda Capital Partners Lp |
5 |
Kilter Group LLC |
5 |
Sii Investments Inc/wi |
5 |
AM Squared Ltd |
5 |
Atwood & Palmer Inc |
5 |
McGlone Suttner Wealth Management, Inc. |
5 |
Select Equity Group, L.P. |
5 |
Argentus Capital Management, LLC |
5 |
Nelson Capital Management, LLC |
5 |
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF |
5 |
Haverford Trust Co |
5 |
Burnham Asset Management Corp /ny/ |
5 |
Hallmark Capital Management Inc |
5 |
Silver Capital Management Llc |
5 |
Trifecta Capital Advisors, LLC |
5 |
Fortaleza Asset Management Inc/ |
5 |
TD Securities (USA) LLC |
5 |
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell |
5 |
Point View Wealth Management, Inc. |
5 |
Provenance Wealth Advisors, LLC |
5 |
Tiedemann Advisors, Llc |
5 |
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class |
5 |
Romano Brothers And Company |
5 |
Gf Fund Management Co. Ltd. |
5 |
PBBIX - FundVantage Trust - Polen Upper Tier High Yield Fund Institutional Class |
5 |
Lisanti Capital Growth, LLC |
5 |
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I |
5 |
Marquette Asset Management, LLC |
5 |
Third Point LLC |
5 |
WCG Wealth Advisors LLC |
5 |
Wellington Shields Capital Management, LLC |
5 |
Scarborough Advisors, LLC |
5 |
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF |
5 |
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
5 |
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF |
5 |
Deroy & Devereaux Private Investment Counsel Inc |
5 |
Breton Hill Capital Ltd. |
5 |
1620 Investment Advisors, Inc. |
5 |
Provence Wealth Management Group |
5 |
My Personal CFO, LLC |
5 |
Mason Capital Management Llc |
5 |
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF |
5 |
Hilltop Holdings Inc. |
5 |
Laffer Investments |
5 |
Fore Research & Management, LP |
5 |
Kamunting Street Capital Management, L.P. |
5 |
Glenmede Investment Management, LP |
5 |
Smallwood Wealth Investment Management, LLC |
5 |
Strengthening Families & Communities, LLC |
5 |
Zazove Associates Llc |
5 |
Buckingham Strategic Wealth, Llc |
5 |
Kellner Capital, LLC |
5 |
Waldron Private Wealth LLC |
5 |
Ascent Group, LLC |
5 |
Jet Capital Investors L P |
5 |
Baltimore-Washington Financial Advisors, Inc. |
5 |
Intersect Capital LLC |
5 |
Groupe la Francaise |
5 |
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund |
5 |
RiverPark Advisors, LLC |
5 |
Ogorek Anthony Joseph /ny/ /adv |
5 |
Hexavest Inc. |
5 |
Forum Financial Management, LP |
5 |
HB Wealth Management, LLC |
5 |
Hosking Partners LLP |
5 |
Resolute Capital Asset Partners LLC |
5 |
Pinnbrook Capital Management Lp |
5 |
Spirit Of America Management Corp/ny |
5 |
Industrial Alliance Investment Management Inc. |
5 |
Fsb Premier Wealth Management, Inc. |
5 |
Wade G W & Inc |
5 |
CrestPoint Capital Management, LLC |
5 |
Raiffeisen Bank International AG |
5 |
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF |
5 |
Pensionfund Sabic |
5 |
Level Financial Advisors, Inc. |
5 |
LRT Capital Management, LLC |
5 |
Palo Capital, Inc. |
5 |
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund |
5 |
Bruderman Asset Management, LLC |
5 |
Strategic Wealth Advisors Group, LLC |
5 |
Cobalt Capital Management, Inc. |
5 |
Sigma Capital Management Llc |
5 |
Kcm Investment Advisors Llc |
5 |
BlackRock ESG Capital Allocation Trust |
5 |
EMG Holdings, L.P. |
5 |
Lehman Financial Resources, Inc. |
5 |
Foster & Motley Inc |
5 |
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF |
5 |
Makena Capital Management Llc |
5 |
Beach Point Capital Management LP |
5 |
Motley Fool Asset Management LLC |
5 |
Gladius Capital Management LP |
5 |
EOPS - Emles Trust - Emles Alpha Opportunities ETF |
5 |
Winnow Wealth Llc |
5 |
AllSquare Wealth Management LLC |
5 |
Murphy & Mullick Capital Management Corp |
5 |
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF |
5 |
Jabodon Pt Co |
5 |
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 |
5 |
INCIX - James Alpha Funds Trust - James Alpha Hedged High Income Fund Class I |
5 |
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF |
5 |
Atalanta Sosnoff Capital, Llc |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class |
5 |
Kessler Investment Group, LLC |
5 |
AlphaOne Investment Services, LLC |
5 |
Ayalon Holdings Ltd. |
5 |
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF |
5 |
Stonnington Group, Llc |
5 |
Alydar Partners Llc |
5 |
Aureus Asset Management, LLC |
5 |
Piermont Capital Management LLC |
5 |
Better Money Decisions, LLC |
5 |
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
5 |
First Business Financial Services, Inc. |
5 |
Strategic Global Advisors, LLC |
5 |
Blume Capital Management, Inc. |
5 |
Baron Silver Stevens Financial Advisors, Llc |
5 |
Rangeley Capital, LLC |
5 |
Encompass Wealth Advisors, Llc |
5 |
Meitav Dash Investments Ltd |
5 |
NORTHERN FUNDS - U.S. Quality ESG Fund Class I |
5 |
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF |
5 |
VELA Funds - VELA Large Cap 130/30 Fund Class I |
5 |
Retirement Group, LLC |
5 |
Kowal Investment Group, LLC |
5 |
Masterton Capital Management, LP |
5 |
Oliver Luxxe Assets LLC |
5 |
Woodward Diversified Capital, Llc |
5 |
Inspire Advisors, LLC |
5 |
qPULA Trading Management LP |
5 |
Mach-1 Financial Group, Inc. |
5 |
Reby Advisors, LLC |
5 |
Bck Capital Management Lp |
5 |
Li Winifred I |
5 |
IAG Wealth Partners, LLC |
5 |
Chartwell Investment Partners/pa |
5 |
Merrion Investment Management Co, LLC |
5 |
Matarin Capital Management, LLC |
5 |
Rovida Advisors Inc. |
5 |
Mizuho Markets Americas Llc |
5 |
Arete Wealth Advisors, LLC |
5 |
NorthRock Partners, LLC |
5 |
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF |
5 |
Abn Amro Investment Solutions |
5 |
Insight Capital Research & Management Inc |
5 |
Anandar Capital Management LP |
5 |
Oxinas Partners Wealth Management LLC |
5 |
ACVF - ETF Opportunities Trust - American Conservative Values ETF |
5 |
Adams Diversified Equity Fund, Inc. |
5 |
Cornerstone Wealth Management, LLC |
5 |
Calixto Global Investors, LP |
5 |
Dynamic Capital Management Ltd |
5 |
Bloom Tree Partners, Llc |
5 |
PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C |
5 |
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class |
5 |
Ten Capital Wealth Advisors, LLC |
5 |
Founders Financial Alliance, LLC |
5 |
Pomelo Capital LLC |
5 |
Glade Brook Capital Partners Llc |
5 |
Opera Trading Capital |
5 |
Tennessee Valley Asset Management Partners |
5 |
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
5 |
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
5 |
Clearfield Capital Management Lp |
5 |
Duquesne Family Office LLC |
5 |
Pagoda Asset Management, LP |
5 |
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
5 |
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF |
5 |
Cna Financial Corp |
5 |
WFA of San Diego, LLC |
5 |
Allegis Investment Advisors, LLC |
5 |
Ray Gerald L & Associates Ltd |
5 |
SFY - Tidal ETF Trust - SoFi Select 500 ETF |
5 |
Tiverton Asset Management Llc |
5 |
ZIG - ETF Series Solutions - The Acquirers Fund |
5 |
Omni Partners Llp |
5 |
Kavi Asset Management, LP |
5 |
Starwood Real Estate Securities, LLC |
5 |
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund |
5 |
Silver Rock Financial LP |
5 |
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF |
5 |
Balter Liquid Alternatives, LLC |
5 |
Caldwell Securities, Inc |
5 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
5 |
Aurora Investment Counsel |
5 |
DoubleLine Yield Opportunities Fund |
5 |
Cai Capital Management, Inc. |
5 |
Forty4 Asset Management LLC |
5 |
ADAR Investment Management LP |
5 |
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares |
5 |
SevenBridge Financial Group, LLC |
5 |
Centerline Investment Partners, LP |
5 |
Harwood Advisory Group, LLC |
5 |
Alerus Financial Na |
5 |
Silvercrest Asset Management Group Llc |
5 |
VHYVX - Venerable Variable Insurance Trust - Venerable High Yield Fund Class V |
5 |
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF |
5 |
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares |
5 |
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class |
5 |
Rock Creek Group, LP |
5 |
MBEQX - M FUND INC - M International Equity Fund |
5 |
First Bank & Trust |
5 |
Strycker View Capital Llc |
5 |
Private Advisory Group LLC |
5 |
Colony Capital, Inc. |
5 |
VanEck Funds |
5 |
Key Square Capital Management LLC |
5 |
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
5 |
Cpwm, Llc |
5 |
Trivest Advisors Ltd |
5 |
Fondren Management LP |
5 |
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
5 |
Total Clarity Wealth Management, Inc. |
5 |
Western Standard LLC |
5 |
Gillson Capital LP |
5 |
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF |
5 |
FSA Wealth Management LLC |
5 |
AidennLair Capital Management LP |
5 |
Honeycomb Asset Management LP |
5 |
Flaharty Asset Management, LLC |
5 |
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
5 |
New Perspective Fund |
5 |
Pacific Capital Wealth Advisors, Inc |
5 |
Center for Financial Planning, Inc. |
5 |
Circle Wealth Management, LLC |
5 |
Keeley-Teton Advisors, LLC |
5 |
N.E.W. Advisory Services LLC |
5 |
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF |
5 |
Athos Capital Ltd |
5 |
Game Plan Financial Advisors, LLC |
5 |
L2 Asset Management, LLC |
5 |
Ferris Capital, Llc |
5 |
Close Asset Management Ltd |
5 |
Marks Group Wealth Management, Inc |
5 |
Camden Capital, LLC |
5 |
GFG Capital, LLC |
5 |
Price Wealth Management, Inc. |
5 |
Great Diamond Partners, LLC |
5 |
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A |
5 |
PBMares Wealth Management LLC |
5 |
Verdence Capital Advisors LLC |
5 |
Voya Global Advantage & Premium Opportunity Fund |
5 |
Voya Global Equity Dividend & Premium Opportunity Fund |
5 |
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L |
5 |
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A |
5 |
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
5 |
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
5 |
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF |
5 |
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
5 |
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares |
5 |
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class |
5 |
Tremblant Capital Group |
5 |
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
5 |
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I |
5 |
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class |
5 |
Blackstone Real Estate Income Master Fund |
5 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 |
5 |
AGREX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Global Real Estate Fund Class A |
5 |
Nuveen High Income November 2021 Target Term Fund |
5 |
IARAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Real Estate Fund Class A |
5 |
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund |
5 |
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
5 |
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF |
5 |
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A |
5 |
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 |
5 |
IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF |
5 |
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
5 |
IBHK - iSHARES TRUST - iShares iBonds 2031 Term High Yield and Income ETF |
5 |
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio |
5 |
Cohen & Steers Infrastructure Fund Inc |
5 |
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A |
5 |
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund |
5 |
Cohen & Steers Reit & Preferred Income Fund Inc |
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 |
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund |
5 |
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. |
5 |
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF |
5 |
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
5 |
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
5 |
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund |
5 |
TCW ETF Trust - TCW Flexible Income ETF |
5 |
BSJL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 High Yield Corporate Bond ETF |
5 |
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
5 |
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A |
5 |
PWREX - PIONEER REAL ESTATE SHARES - Pioneer Real Estate Shares : Class A |
5 |
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
5 |
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio |
5 |
Himco Variable Insurance Trust |
5 |
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
5 |
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A |
5 |
Royce Value Trust Inc |
5 |
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class |
5 |
Advantage Advisers Xanthus Fund, L.l.c. |
5 |
EHLS - Tidal Trust II - Even Herd Long Short ETF |
5 |
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail |
5 |
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. |
5 |
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares |
5 |
Deutsche Strategic Income Trust |
5 |
AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND INC - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A |
5 |
Deutsche Multi-market Income Trust |
5 |
JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
5 |
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
5 |
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV |
5 |
Angelo Gordon & Co., L.p. |
5 |
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A |
5 |
EWG Elevate Inc. |
5 |
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares |
5 |
Fdp Series, Inc. |
5 |
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
5 |
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund |
5 |
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
5 |
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
5 |
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund |
5 |
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF |
5 |
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
5 |
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A |
5 |
Advent Claymore Convertible Securities & Income Fund Ii |
5 |
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund |
5 |
Advent/claymore Enhanced Growth & Income Fund |
5 |
Eaton Vance Tax Advantaged Global Dividend Income Fund |
5 |
Oppenheimer Discovery Mid Cap Growth Fund |
5 |
Credential Qtrade Securities Inc. |
5 |
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A |
5 |
ARIIX - AB INSTITUTIONAL FUNDS INC - AB Global Real Estate Investment Fund II Class I |
5 |
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A |
5 |
Alpine Total Dynamic Dividend Fund |
5 |
Alpine Series Trust |
5 |
VCAAX - VALIC Co I - Asset Allocation Fund |
5 |
VGREX - VALIC Co I - GLOBAL REAL ESTATE FUND |
5 |
Cion Ares Diversified Credit Fund |
5 |
Senvest Management, LLC |
5 |
Oppenheimer Discovery Fund |
5 |
Oppenheimer Master Loan Fund, Llc |
5 |
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
5 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio |
5 |
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z |
5 |
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
5 |
Deutsche High Income Opportunities Fund, Inc. |
5 |
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
5 |
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares |
5 |
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A |
5 |
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares |
5 |
Doubleline Income Solutions Fund |
5 |
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I |
5 |
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF |
5 |
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A |
5 |
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund |
5 |
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
5 |
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
5 |
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
5 |
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
5 |
Blackrock Defined Opportunity Credit Trust |
5 |
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
5 |
Eii Realty Securities Trust |
5 |
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
5 |
Pacholder High Yield Fund Inc |
5 |
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF |
5 |
Virtus Total Return Fund |
5 |
Buckley Wealth Management, LLC |
5 |
Trilogy Capital Inc. |
5 |
AMF Pensionsforsakring AB |
5 |
Worm Capital, Llc |
5 |
Tourbillon Capital Partners, L.P. |
5 |
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
5 |
Melqart Asset Management (uk) Ltd |
5 |
Eidelman Virant Capital |
5 |
Kiley Juergens Wealth Management, Llc |
5 |
6 Meridian |
5 |
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
5 |
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
5 |
Snow Park Capital Partners, LP |
5 |
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class |
5 |
Kendall Capital Management |
5 |
Paulson Wealth Management Inc. |
5 |
SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund |
5 |
Global X Japan Co., Ltd. |
5 |
Marino, Stram & Associates Llc |
5 |
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
5 |
Factorial Partners, Llc |
5 |
West Branch Capital LLC |
5 |
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund |
5 |
Change Path, LLC |
5 |
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
5 |
Rvb Capital Management Llc |
5 |
Brown, Lisle/cummings, Inc. |
5 |
Chesapeake Wealth Management |
5 |
Platinum Investment Management Ltd |
5 |
Greenline Partners, LLC |
5 |
Aj Wealth Strategies, Llc |
5 |
Unigestion Holding SA |
5 |
Pflug Koory, LLC |
5 |
Equitable Trust Co |
5 |
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
5 |
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A |
5 |
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
5 |
Canton Hathaway, LLC |
5 |
Selective Wealth Management, Inc. |
5 |
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
5 |
Kavar Capital Partners, LLC |
5 |
TruNorth Capital Management, LLC |
5 |
American Beacon Apollo Total Return Fund |
5 |
Cooper Financial Group |
5 |
Graves-Light Private Wealth Management, Inc. |
5 |
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
5 |
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
5 |
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A |
5 |
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class |
5 |
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
5 |
Cedar Brook Financial Partners, LLC |
5 |
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
5 |
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
5 |
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
5 |
Stratos Wealth Advisors, LLC |
5 |
Robertson Stephens Wealth Management, LLC |
5 |
First National Bank of South Miami |
5 |
PIMCO FUNDS - PIMCO Sector Fund Series - H |
5 |
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R |
5 |
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
5 |
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R |
5 |
O'Shares Investment Advisers, LLC |
5 |
Dagco, Inc. |
5 |
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
5 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 |
5 |
Pensionmark Financial Group, Llc |
5 |
Brandywine Oak Private Wealth Llc |
5 |
Clarfeld Financial Advisors, Llc |
5 |
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
5 |
Lake Point Wealth Management |
5 |
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A |
5 |
BCJ Capital Management, LLC |
5 |
Quilter Plc |
5 |
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
5 |
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund |
5 |
Easterly Investment Partners Llc |
5 |
Cornerstone Wealth Group, LLC |
5 |
TAP Consulting, LLC |
5 |
Inscription Capital, LLC |
5 |
Thor Advisors, Llc |
5 |
Arden Trust Co |
5 |
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
5 |
Stonehage Fleming Financial Services Holdings Ltd |
5 |
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A |
5 |
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 |
5 |
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
5 |
Virtus Insight Trust |
5 |
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares |
5 |
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares |
5 |
Curian Series Trust |
5 |
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares |
5 |
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 |
5 |
Mfs Intermarket Income Trust I |
5 |
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
5 |
Isi Strategy Fund Inc |
5 |
Union Square Park Capital Management, LLC |
5 |
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 |
5 |
Munder Series Trust |
5 |
Ramius Advisors Llc |
5 |
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A |
5 |
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
5 |
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A |
5 |
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
5 |
GLENMEDE FUND INC - Alternative Risk Premia Portfolio |
5 |
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio |
5 |
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
5 |
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A |
5 |
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares |
5 |
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A |
5 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Global Real Estate Fund Series I |
5 |
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
5 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I |
5 |
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A |
5 |
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A |
5 |
Heitman Real Estate Securities Llc |
5 |
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A |
5 |
DAREX - Dunham Funds - Dunham Real Estate Stock Fund Class A |
5 |
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF |
5 |
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) |
5 |
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) |
5 |
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
5 |
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
5 |
Contrarius Investment Management Ltd |
5 |
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
5 |
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) |
5 |
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
5 |
Swedbank AB |
5 |
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
5 |
NOFIX - Northern Funds - Northern Fixed Income Fund |
5 |
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A |
5 |
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A |
5 |
Hilltop National Bank |
5 |
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P |
5 |
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A |
5 |
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF |
5 |
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
5 |
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
5 |
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares |
5 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A |
5 |
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
5 |
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio |
5 |
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio |
5 |
Prentice Capital Management, LP |
5 |
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF |
5 |
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class |
5 |
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C |
5 |
ICVT - iSHARES TRUST - iShares Convertible Bond ETF |
5 |
PACIFIC SELECT FUND - Growth Portfolio Class I |
5 |
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
5 |
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
5 |
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
5 |
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
5 |
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
5 |
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
5 |
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 |
5 |
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 |
5 |
Meyer Handelman Co |
5 |
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund |
5 |
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A |
5 |
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S |
5 |
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A |
5 |
BIAUX - Brown Advisory Funds - Brown Advisory Small-Cap Fundamental Value Fund Investor Shares |
5 |
Albion Financial Group /ut |
5 |
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A |
5 |
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class |
5 |
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES |
5 |
PACIFIC FUNDS SERIES TRUST - PF Real Estate Fund CLASS P |
5 |
Hall Laurie J Trustee |
5 |
SMTH - ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF |
5 |
Soroban Capital Partners LP |
5 |
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity |
5 |
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund |
5 |
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 |
5 |
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB |
5 |
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 |
5 |
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB |
5 |
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
5 |
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund |
5 |
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A |
5 |
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
5 |
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 |
5 |
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
5 |
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
5 |
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
5 |
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares |
5 |
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF |
5 |
Serengeti Asset Management LP |
5 |
Nova Wealth Management, Inc. |
5 |
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
5 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Multisector Income VIP Class A |
5 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A |
5 |
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund |
5 |
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I |
5 |
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A |
5 |
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
5 |
Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
5 |
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
5 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
5 |
POSAX - PRINCIPAL FUNDS INC - Global Real Estate Securities Fund Class A |
5 |
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C |
5 |
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
5 |
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
5 |
PRAEX - PRINCIPAL FUNDS INC - Real Estate Securities Fund R-1 |
5 |
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A |
5 |
Accent Capital Management, LLC |
5 |
TRANSAMERICA FUNDS - Transamerica Total Return I2 |
5 |
Peapack Gladstone Financial Corp |
5 |
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 |
5 |
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares |
5 |
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
5 |
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A |
5 |
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A |
5 |
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C |
4 |
SVPIX - Profunds - Small-cap Value Profund Investor Class |
4 |
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF |
4 |
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares |
4 |
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A |
4 |
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A |
4 |
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio |
4 |
Executive Wealth Management, LLC |
4 |
D1 Capital Partners L.P. |
4 |
Voleon Capital Management Lp |
4 |
Campbell Capital Management Inc |
4 |
Mid Atlantic Financial Management Inc/adv |
4 |
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares |
4 |
Edge Capital Group, LLC |
4 |
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
4 |
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio |
4 |
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio |
4 |
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares |
4 |
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio |
4 |
CSD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P Spin-Off ETF |
4 |
DeepCurrents Investment Group LLC |
4 |
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF |
4 |
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF |
4 |
Tech Square Trading Lp |
4 |
Hoover Financial Advisors, Inc. |
4 |
Lehman & Derafelo Financial Resources LLC |
4 |
Advanced Series Trust - Ast Mfs Growth Portfolio |
4 |
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
4 |
Nishkama Capital, LLC |
4 |
Isomer Partners LP |
4 |
Toms Capital Investment Management Lp |
4 |
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio |
4 |
Abundance Wealth Counselors |
4 |
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares |
4 |
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF |
4 |
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
4 |
Elliott Investment Management L.P. |
4 |
Little House Capital Llc |
4 |
Sepio Capital, LP |
4 |
Solus Alternative Asset Management LP |
4 |
Amplify ETF Trust - Amplify AI Powered Equity ETF |
4 |
Gilder Gagnon Howe & Co Llc |
4 |
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A |
4 |
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF |
4 |
One68 Global Capital, LLC |
4 |
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
4 |
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class |
4 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class |
4 |
Syquant Capital Sas |
4 |
Ocean Capital Management, LLC |
4 |
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
4 |
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares |
4 |
Nachman Norwood & Parrott, Inc |
4 |
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I |
4 |
Hillhouse Capital Advisors, Ltd. |
4 |
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF |
4 |
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I |
4 |
Redhawk Wealth Advisors, Inc. |
4 |
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A |
4 |
Vectors Research Management, LLC |
4 |
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF |
4 |
Taikang Asset Management (Hong Kong) Co Ltd |
4 |
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
4 |
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional |
4 |
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund |
4 |
Lee Capital Holdings LLC |
4 |
Locust Wood Capital Advisers, Llc |
4 |
LLPFX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Fund |
4 |
Cadian Capital Management, Lp |
4 |
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund |
4 |
Nicola Wealth Management Ltd. |
4 |
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
4 |
FSRPX - FIDELITY SELECT PORTFOLIOS - Retailing Portfolio |
4 |
Rheos Capital Works Inc. |
4 |
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF |
4 |
OmniStar Financial Group, Inc. |
4 |
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class |
4 |
Crown Advisors Management, Inc. |
4 |
D.B. Root & Company, LLC |
4 |
Pin Oak Investment Advisors Inc |
4 |
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class |
4 |
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A |
4 |
Virtue Capital Management, LLC |
4 |
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
4 |
SETAX - Sei Institutional Managed Trust - Simt Real Estate Fund Class F |
4 |
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A |
4 |
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A |
4 |
Woodard & Co Asset Management Group Inc /adv |
4 |
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A |
4 |
Measured Wealth Private Client Group, LLC |
4 |
Vanguard Capital Wealth Advisors |
4 |
Broad Peak Investment Holdings Ltd. |
4 |
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
4 |
Aft, Forsyth & Company, Inc. |
4 |
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund |
4 |
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class |
4 |
180 Wealth Advisors, Llc |
4 |
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class |
4 |
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A |
4 |
Ford Financial Group, LLC |
4 |
Covalis Capital Llp |
4 |
Independence Bank of Kentucky |
4 |
Squar Milner Financial Services Llc |
4 |
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A |
4 |
Wealthstreet Investment Advisors, LLC |
4 |
Northwest Capital Management Inc |
4 |
Clarus Wealth Advisors |
4 |
Monument Capital Management |
4 |
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
4 |
Dreyfus Manager Funds I |
4 |
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF |
4 |
World Equity Group, Inc. |
4 |
Artal Group S.A. |
4 |
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class |
4 |
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class |
4 |
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class |
4 |
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares |
4 |
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A |
4 |
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class |
4 |
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares |
4 |
FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class |
4 |
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
4 |
Acap Strategic Fund |
4 |
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I |
4 |
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF |
4 |
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF |
4 |
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates |
4 |
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
4 |
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund |
4 |
Heritage Family Offices, LLP |
4 |
Eaton Vance High Income 2021 Target Term Trust |
4 |
Tcw Alternative Funds |
4 |
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF |
4 |
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV |
4 |
Western Asset Middle Market Debt Fund Inc. |
4 |
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares |
4 |
Western Asset Middle Market Income Fund Inc. |
4 |
Alpine Global Dynamic Dividend Fund |
4 |
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class |
4 |
Oaktree Funds |
4 |
VCTPX - VALIC Co I - Inflation Protected Fund |
4 |
Legg Mason Bw Global Income Opportunities Fund Inc. |
4 |
Hellman Jordan Management Co Inc /ma/ |
4 |
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF |
4 |
Deutsche Global High Income Fund, Inc. |
4 |
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
4 |
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
4 |
Beck Capital Management, Llc |
4 |
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund |
4 |
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
4 |
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund |
4 |
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 |
4 |
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
4 |
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S |
4 |
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 |
4 |
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 |
4 |
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares |
4 |
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
4 |
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A |
4 |
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund |
4 |
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF |
4 |
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class |
4 |
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 |
4 |
Peconic Partners Llc |
4 |
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
4 |
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A |
4 |
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
4 |
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A |
4 |
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
4 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
4 |
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares |
4 |
LPRE - Exchange Listed Funds Trust - Long Pond Real Estate Select ETF |
4 |
VASMX - VALIC Co II - Small Cap Growth Fund |
4 |
CPI - IndexIQ ETF Trust - IQ Real Return ETF |
4 |
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
4 |
First Trust Senior Floating Rate Income Fund Ii |
4 |
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
4 |
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares |
4 |
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund |
4 |
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund |
4 |
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
4 |
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
4 |
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July |
4 |
Guggenheim Credit Allocation Fund |
4 |
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. |
4 |
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A |
4 |
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
4 |
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
4 |
Liberty All Star Growth Fund Inc. |
4 |
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
4 |
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
4 |
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I |
4 |
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares |
4 |
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A |
4 |
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares |
4 |
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF |
4 |
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A |
4 |
WMBLX - WESMARK FUNDS - WesMark Balanced Fund |
4 |
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A |
4 |
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV |
4 |
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
4 |
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio |
4 |
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV |
4 |
Canandaigua National Bank & Trust Co |
4 |
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
4 |
TRREX - T. Rowe Price Real Estate Fund, Inc. - T. Rowe Price Real Estate Fund, Inc. |
4 |
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
4 |
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
4 |
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
4 |
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A |
4 |
NITE - Capitol Series Trust - The Nightview Fund |
4 |
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
4 |
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares |
4 |
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
4 |
PRGIX - T. Rowe Price Growth & Income Fund, Inc. - T. Rowe Price Growth & Income Fund, Inc. |
4 |
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
4 |
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
4 |
WUSAX - WANGER ADVISORS TRUST - Wanger USA |
4 |
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. |
4 |
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF |
4 |
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
4 |
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS |
4 |
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
4 |
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares |
4 |
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. |
4 |
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. |
4 |
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A |
4 |
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund |
4 |
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A |
4 |
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest |
4 |
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF |
4 |
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares |
4 |
Eaton Vance Tax-managed Buy-write Income Fund |
4 |
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A |
4 |
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
4 |
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares |
4 |
Eagle Growth & Income Opportunities Fund |
4 |
Painted Porch Advisors LLC |
4 |
Rivernorth/doubleline Strategic Opportunity Fund, Inc. |
4 |
TENOR CAPITAL MANAGEMENT Co., L.P. |
4 |
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares |
4 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares |
4 |
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
4 |
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
4 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
4 |
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class |
4 |
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A |
4 |
Miller Value Partners, Llc |
4 |
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF |
4 |
EVLMC - Eaton Vance NextShares Trust II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares |
4 |
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
4 |
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares |
4 |
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I |
4 |
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
4 |
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A |
4 |
JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
4 |
Tobias Financial Advisors, Inc. |
4 |
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares |
4 |
Quadrant Private Wealth Management, LLC |
4 |
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF |
4 |
BIABX - Brown Advisory Funds - Brown Advisory Strategic Bond Fund Institutional Shares |
4 |
Pennant Capital Management, LLC |
4 |
Aspex Management (HK) Ltd |
4 |
Claymore Exchange-traded Fund Trust 2 |
4 |
Oppenheimer Capital Income Fund |
4 |
Global Trust Asset Management, LLC |
4 |
Ballew Advisors, Inc |
4 |
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) |
4 |
KCS Wealth Advisory |
4 |
Strategic Wealth Designers |
4 |
Atlas Private Wealth Management |
4 |
BLRCX - Brookfield Investment Funds - Brookfield Global Listed Real Estate Fund Class C |
4 |
Long Focus Capital Management, Llc |
4 |
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF |
4 |
Kehrs Ridge Capital,LLC |
4 |
KEYWISE CAPITAL MANAGEMENT (HK) Ltd |
4 |
1776 Wealth LLC |
4 |
Wealth Alliance |
4 |
Soros Capital Management Llc |
4 |
Jackson Square Partners, LLC |
4 |
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
4 |
Okabena Investment Services Inc |
4 |
Lion Street Advisors, LLC |
4 |
Kathmere Capital Management, LLC |
4 |
Vigilare Wealth Management |
4 |
Investment Research & Advisory Group, Inc. |
4 |
Profunds - Profund Vp Small-cap Value |
4 |
Wcm Investment Management, Llc |
4 |
Bfsg, Llc |
4 |
Fiduciary Planning LLC |
4 |
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
4 |
Core Wealth Advisors, Inc. |
4 |
Visionary Wealth Advisors |
4 |
Hidden Lake Asset Management LP |
4 |
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
4 |
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A |
4 |
Vivaldi Capital Management, LLC |
4 |
Capital Advisory Group Advisory Services, LLC |
4 |
Parkside Investments, LLC |
4 |
Founders Capital Management |
4 |
Heritage Trust Co |
4 |
Ballast Advisors Llc |
4 |
Optas, LLC |
4 |
Deseret Mutual Benefit Administrators |
4 |
SNLN - Highland Funds I - Highland/iBoxx Senior Loan ETF |
4 |
Glenhill Advisors Llc |
4 |
Lincoln Capital Corp |
4 |
Blue Grotto Capital, LLC |
4 |
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A |
4 |
Transcend Wealth Collective, Llc |
4 |
Crawford Lake Capital Management, LLC |
4 |
Glenview Capital Management, Llc |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y |
4 |
ThornTree Capital Partners LP |
4 |
black-and-white Capital LP |
4 |
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional |
4 |
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund |
4 |
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard |
4 |
FLRT - Pacific Global ETF Trust - Pacific Global Senior Loan ETF |
4 |
FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class |
4 |
Danda Trouve Investment Management, Inc. |
4 |
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund |
4 |
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 |
4 |
PACIFIC FUNDS SERIES TRUST - PF Growth Fund CLASS P |
4 |
Magnolia Capital Advisors Llc |
4 |
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
4 |
Blackstone Holdings III L.P. |
4 |
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A |
4 |
Winton Capital Management Ltd |
4 |
Northwest Wealth Management, Llc |
4 |
Wittenberg Investment Management, Inc. |
4 |
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A |
4 |
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
4 |
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
4 |
Kohmann Bosshard Financial Services, LLC |
4 |
Everett Capital Advisors UK LLP |
4 |
Mascoma Wealth Management LLC |
4 |
PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I |
4 |
Norway Savings Bank |
4 |
E Fund Management (Hong Kong) Co., Ltd. |
4 |
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund |
4 |
RGT Wealth Advisors, LLC |
4 |
Spouting Rock Asset Management, LLC |
4 |
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class |
4 |
PRIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Discovery Fund |
4 |
RPIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Growth Equity Fund |
4 |
Transform Wealth, LLC |
4 |
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund |
4 |
MSLEX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Senior Loan Portfolio Class IS |
4 |
AWH Capital, L.P. |
4 |
SLT - ETF Series Solutions - Salt High truBeta US Market ETF |
4 |
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) |
4 |
Formula Growth Ltd |
4 |
PGIM Credit Income Fund |
4 |
Jackson, Grant Investment Advisers, Inc. |
4 |
Archipel Asset Management AB |
4 |
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares |
4 |
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) |
4 |
McAdams Wright Ragen, Inc. |
4 |
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares |
4 |
Cortina Asset Management, LLC |
4 |
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class |
4 |
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class |
4 |
Loeb Offshore Management LP |
4 |
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) |
4 |
Guardian Investor Services Llc |
4 |
Re Advisers Corp |
4 |
Palmer Square Funds Trust - Palmer Square Credit Opportunities ETF |
4 |
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
4 |
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 |
4 |
Andromeda Capital LLC |
4 |
Green Arrow Capital Management Llc |
4 |
Booth Park Capital Management LLC |
4 |
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
4 |
Pacific Global Investment Management Co |
4 |
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class |
4 |
CWA Asset Management Group, LLC |
4 |
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV |
4 |
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class |
4 |
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares |
4 |
Kerrisdale Advisers, LLC |
4 |
KCRIX - Advisors' Inner Circle Fund III - Knights Of Columbus Global Real Estate Fund I Shares |
4 |
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares |
4 |
Southport Management, L.l.c. |
4 |
Glovista Investments LLC |
4 |
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
4 |
Spears Abacus Advisors LLC |
4 |
ARB - AltShares Trust - AltShares Merger Arbitrage ETF |
4 |
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares |
4 |
PLCY - Listed Funds Trust - EventShares U.S. Legislative Opportunities ETF |
4 |
Eos Management, L.P. |
4 |
Blue Rock Advisors, LLC |
4 |
Stillwater Investment Management, L.P. |
4 |
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
4 |
Credit Capital Investments LLC |
4 |
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF |
4 |
Kernodle & Katon Asset Management Group, LLC |
4 |
Nations Financial Group Inc, /ia/ /adv |
4 |
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
4 |
Cahill Financial Advisors Inc |
4 |
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class |
4 |
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
4 |
Kestrel Investment Management Corp |
4 |
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
4 |
Trustmark National Bank Trust Department |
4 |
Strategic Capital Alternatives LLC |
4 |
TFRIX - TRUST FOR PROFESSIONAL MANAGERS - Terra Firma US Concentrated Realty Equity Fund Institutional Class Shares |
4 |
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
4 |
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF |
4 |
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund |
4 |
Carleon Capital Partners LLC |
4 |
Park Avenue Institutional Advisers LLC |
4 |
Summit Partners Public Asset Management, Llc |
4 |
Thrax Management, LLC |
4 |
Maple Rock Capital Partners Inc. |
4 |
Tyvor Capital LLC |
4 |
Toscafund Asset Management LLP |
4 |
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares |
4 |
Quantedge Capital Pte Ltd |
4 |
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
4 |
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF |
4 |
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
4 |
Northwestern Mutual Investment Services Llc |
4 |
Kemnay Advisory Services Inc. |
4 |
Steadfast Capital Management Lp |
4 |
Osterweis Capital Management Inc |
4 |
Allianz Se |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y |
4 |
Rainier Investment Management Llc |
4 |
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity |
4 |
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV |
4 |
Arena Capital Advisors, LLC- CA |
4 |
Palestra Capital Management LLC |
4 |
Jackson Credit Opportunities Fund |
4 |
Williams Jones & Associates LLC |
4 |
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
4 |
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y |
4 |
SNS Financial Group, LLC |
4 |
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A |
4 |
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I |
4 |
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 |
4 |
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA |
4 |
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class |
4 |
THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A |
4 |
Bolton Lp |
4 |
Harrison Street Securities, LLC |
4 |
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 |
4 |
Crescent Capital Consulting, LLC |
4 |
Golden Green, Inc. |
4 |
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
4 |
Cooper Creek Partners Management Llc |
4 |
Matthews International Capital Management Llc |
4 |
Ally Financial Inc. |
4 |
Marlowe Partners LP |
4 |
Starwood Capital Group Management, L.L.C. |
4 |
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF |
4 |
Alta Fundamental Advisers LLC |
4 |
Black Swift Group, LLC |
4 |
Cavalier Investments, LLC |
4 |
Springowl Associates Llc |
4 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I |
4 |
Syverson Strege & Co |
4 |
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF |
4 |
DB Wealth Management Group, LLC |
4 |
Baker Tilly Financial, Llc |
4 |
Samson Rock Capital LLP |
4 |
Valinor Management, Llc |
4 |
San Luis Wealth Advisors LLC |
4 |
Cowa, Llc |
4 |
Leverage Partners Absolute Return Fund SPC |
4 |
Waycross Partners, Llc |
4 |
Octavia Wealth Advisors, LLC |
4 |
Oder Investment Management, LLC |
4 |
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
4 |
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A |
4 |
Hilltop Park Associates LLC |
4 |
Altus Wealth Group LLC |
4 |
Lakeview Capital Partners, LLC |
4 |
Synergy Financial Management, LLC |
4 |
DW Partners, LP |
4 |
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF |
4 |
Handelsinvest Investeringsforvaltning |
4 |
Clean Yield Group |
4 |
Round Rock Advisors, LLC |
4 |
Kozak & Associates, Inc. |
4 |
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA |
4 |
Orion Capital Management LLC |
4 |
WESPAC Advisors SoCal, LLC |
4 |
EMC Capital Management |
4 |
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I |
4 |
SPCX - Collaborative Investment Series Trust - The SPAC and New Issue ETF |
4 |
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I |
4 |
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB |
4 |
Newtyn Management, LLC |
4 |
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA |
4 |
Robbins Farley Llc |
4 |
Navis Wealth Advisors, LLC |
4 |
Tru Independence Asset Management 2, Llc |
4 |
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF |
4 |
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES |
4 |
Valley Brook Capital Group, Inc. |
4 |
Vanguard Chester Funds |
4 |
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
4 |
Kera Capital Partners, Inc. |
4 |
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
4 |
Concert Wealth Management Inc. |
4 |
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class |
4 |
Potomac Capital Management, Inc. |
4 |
PartnerRe Asset Management CORP |
4 |
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A |
4 |
Stone Toro Investment Advisers, LP |
4 |
Jat Capital Management, L.p. |
4 |
Connectus Wealth, LLC |
4 |
GM Advisory Group, Inc. |
4 |
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares |
4 |
AXS Investments LLC |
4 |
Greenwoods Asset Management Hong Kong Ltd. |
4 |
Capital Wealth Planning, LLC |
4 |
Gitterman Wealth Management, LLC |
4 |
Hennion & Walsh Asset Management, Inc. |
4 |
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A |
4 |
Westover Capital Advisors, LLC |
4 |
Gries Financial Llc |
4 |
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF |
4 |
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A |
4 |
Nfj Investment Group, Llc |
4 |
Synergy Investment Management, LLC |
4 |
Zuckerman Investment Group, LLC |
4 |
FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y |
4 |
Odey Asset Management Group Ltd |
4 |
PCJ Investment Counsel Ltd. |
4 |
Sierra Capital LLC |
4 |
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF |
4 |
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class |
4 |
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
4 |
Piershale Financial Group, Inc. |
4 |
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional |
4 |
Heartland Bank & Trust Co |
4 |
Mirador Capital Partners LP |
4 |
Conversant Capital LLC |
4 |
Atala Financial Inc |
4 |
Generali Asset Management SPA SGR |
4 |
Moab Capital Partners LLC |
4 |
VSM Wealth Advisory, LLC |
4 |
VIOPX - VALIC Co I - International Opportunities Fund |
4 |
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
4 |
Amica Retiree Medical Trust |
4 |
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF |
4 |
Power Corp of Canada |
4 |
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I |
4 |
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A |
4 |
JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
4 |
JBF Capital, Inc. |
4 |
Kingfisher Capital LLC |
4 |
Comerica Securities Inc |
4 |
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
4 |
Hoplite Capital Management, L.p. |
4 |
Maridea Wealth Management LLC |
4 |
Bryce Point Capital, LLC |
4 |
United Asset Strategies, Inc. |
4 |
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
4 |
Argent Trust Co |
4 |
Progeny 3, Inc. |
4 |
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class |
4 |
Ironwood Financial, llc |
4 |
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class |
4 |
Bernard Wealth Management Corp. |
4 |
Lyon Street Capital, LLC |
4 |
McElhenny Sheffield Capital Management, LLC |
4 |
Richards, Merrill & Peterson, Inc. |
4 |
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
4 |
Optimize Financial Inc |
4 |
Smith Group Asset Management, LLC |
4 |
Transce3nd, LLC |
4 |
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I |
4 |
Hurley Capital, LLC |
4 |
Pinnacle Wealth Management Advisory Group, LLC |
4 |
Whale Rock Capital Management LLC |
4 |
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF |
4 |
Oarsman Capital, Inc. |
4 |
CTC Alternative Strategies, Ltd. |
4 |
Quest 10 Wealth Builders, Inc. |
4 |
MSBPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Focus Real Estate Portfolio Class IS |
4 |
Financial Synergies Wealth Advisors, Inc. |
4 |
WealthCollab, LLC |
4 |
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
4 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service |
4 |
Lasry Marc |
4 |
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A |
4 |
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A |
4 |
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class |
4 |
Leuthold Group, Llc |
4 |
Nwam Llc |
4 |
Sensato Investors LLC |
4 |
Hanlon Investment Management, Inc. |
4 |
Pinpoint Asset Management (Singapore) Pte. Ltd. |
4 |
Modera Wealth Management, LLC |
4 |
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF |
4 |
Copper Rock Capital Partners, LLC |
4 |
Rossby Financial, LCC |
4 |
Leith Wheeler Investment Counsel Ltd. |
4 |
Widmann Financial Services, Inc. |
4 |
Invesco Dynamic Credit Opportunity Fund |
4 |
First PREMIER Bank |
4 |
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class |
4 |
City Holding Co |
4 |
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
4 |
Bwcp, Lp |
4 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 |
4 |
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF |
4 |
New Century Investment Management, Inc |
4 |
Eastern Bank |
4 |
Gordian Capital Singapore Pte Ltd |
4 |
Fifth Lane Capital, Lp |
4 |
Leavell Investment Management, Inc. |
4 |
Kwmg, Llc |
4 |
Stancorp Investment Advisers Inc |
4 |
BGRFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON GROWTH FUND |
4 |
Appleton Partners Inc/ma |
4 |
Redmont Wealth Advisors Llc |
4 |
Roosevelt Investment Group Llc |
4 |
Divisadero Street Capital Management, LP |
4 |
Tilia Fiduciary Partners, Inc. |
4 |
DORCHESTER WEALTH MANAGEMENT Co |
4 |
Icapital Wealth Llc |
4 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A |
4 |
Josh Arnold Investment Consultant, Llc |
4 |
Bennett Lawrence Management L L C/ny |
4 |
Paragon Capital Management Ltd |
4 |
Rather & Kittrell, Inc. |
4 |
Regatta Capital Group, Llc |
4 |
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class |
4 |
WealthTrust Fairport, LLC |
4 |
AlphaCentric Advisors LLC |
4 |
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV |
4 |
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K |
4 |
RUFF - ETF Opportunities Trust - Alpha Dog ETF |
4 |
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
4 |
MABCX - MORGAN STANLEY INSTITUTIONAL FUND INC - U.S. Focus Real Estate Portfolio Class IS |
4 |
Leonard Capital Management, Inc |
4 |
Oaktree Diversified Income Fund Inc. |
4 |
McKinley Carter Wealth Services, Inc. |
4 |
CREAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Real Estate Equity Fund Class A |
4 |
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I |
4 |
American Trust |
4 |
JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class |
4 |
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF |
4 |
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares |
4 |
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class |
4 |
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
4 |
CI Global Investments Inc. |
4 |
Forum Securities Ltd |
4 |
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
4 |
Fca Corp /tx |
4 |
Clark Capital Management Group, Inc. |
4 |
VARIABLE INSURANCE PRODUCTS FUND IV - Real Estate Portfolio Initial Class |
4 |
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class |
4 |
Capital Impact Advisors, LLC |
4 |
Sophron Capital Management L.P. |
4 |
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF |
4 |
Rr Partners Lp |
4 |
Hazlett, Burt & Watson, Inc. |
4 |
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
4 |
Empirical Asset Management, LLC |
4 |
Brookside Capital Management Llc |
4 |
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund |
4 |
Richardson Financial Services Inc. |
4 |
Eagle Global Advisors Llc |
4 |
Marietta Investment Partners Llc |
4 |
Gmt Capital Corp |
4 |
Markel Corp |
4 |
Arrowpoint Investment Partners (Singapore) Pte. Ltd. |
4 |
Personal Capital Advisors Corp |
4 |
Visionary Asset Management, Inc. |
4 |
Baader Bank INC |
4 |
PharVision Advisers, LLC |
4 |
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II |
4 |
Davidson Kempner Partners |
4 |
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class |
4 |
Charter Trust Co |
4 |
BFIX - Build Funds Trust - Build Bond Innovation ETF |
4 |
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class |
4 |
Factory Mutual Insurance Co |
4 |
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class |
4 |
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II |
4 |
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
4 |
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF |
4 |
3G Capital Partners LP |
4 |
New England Investment & Retirement Group, Inc. |
4 |
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
4 |
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
4 |
Capital Management Associates /ny/ |
4 |
SHHYX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor High Yield Bond Fund Class I |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I |
4 |
NBCC - Neuberger Berman ETF Trust - Neuberger Berman Next Generation Connected Consumer ETF |
4 |
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
4 |
New York Life Trust Co |
4 |
Ohio National Investments, Inc. |
4 |
Corbenic Partners LLC |
4 |
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
4 |
Wellington Shields & Co., LLC |
4 |
Grayhawk Investment Strategies Inc. |
4 |
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares |
4 |
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
4 |
CHURCHILL MANAGEMENT Corp |
4 |
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
4 |
AT Bancorp |
4 |
Private Wealth Partners, LLC |
4 |
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I |
4 |
Coston, McIsaac & Partners |
4 |
Thompson Investment Management, Inc. |
4 |
Mesirow Institutional Investment Management, Inc. |
4 |
USAF - 2023 ETF Series Trust - Atlas America Fund |
4 |
STRV - EA Series Trust - Strive 500 ETF |
4 |
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I |
4 |
Kempen Capital Management N.v. |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I |
4 |
Locust Wood Capital Advisers, LLC |
4 |
Essex Financial Services, Inc. |
4 |
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF |
4 |
Curian Capital Llc |
4 |
Creative Capital Management Investments LLC |
4 |
Gallacher Capital Management LLC |
4 |
Trust Co Of Toledo Na /oh/ |
4 |
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF |
4 |
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
4 |
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional |
4 |
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A |
4 |
Icon Wealth Advisors, LLC |
4 |
IWTR - iSHARES TRUST - iShares MSCI Water Management Multisector ETF |
4 |
Friedenthal Financial |
4 |
Lourd Capital, LLC |
4 |
New England Capital Financial Advisors LLC |
4 |
Scott & Selber, Inc. |
4 |
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES |
4 |
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service |
4 |
North Star Asset Management Inc |
4 |
JERAX - JANUS INVESTMENT FUND - Janus Henderson Global Real Estate Fund Class A |
4 |
MFRFX - MFS SERIES TRUST V - MFS Research Fund A |
4 |
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund |
4 |
Keystone Investors Pte Ltd |
4 |
Delap Wealth Advisory, Llc |
4 |
New Age Alpha Funds Trust - NAA Allocation Fund Class C |
4 |
KAMES CAPITAL plc |
4 |
Cornerstone Real Estate Advisers LLC |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
4 |
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 |
4 |
BRC Investment Management LLC |
4 |
Fulton Breakefield Broenniman Llc |
4 |
Wood Tarver Financial Group, LLC |
4 |
Sphinx Trading, Lp |
4 |
BFAM Partners (Cayman) Ltd |
4 |
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
4 |
Capital Group Investment Management Pte. Ltd. |
4 |
Applied Finance Capital Management, LLC |
4 |
Compass Wealth Management LLC |
4 |
PMHIX - PIMCO Equity Series - PIMCO EqS Long/Short Fund Institutional Class |
4 |
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
4 |
Portman Square Capital LLP |
4 |
Lansforsakringar Fondforvaltning AB (publ) |
4 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
4 |
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A |
4 |
TCW ETF Trust - TCW High Yield Bond ETF |
4 |
TCW ETF Trust - TCW Senior Loan ETF |
4 |
Ninety One SA (PTY) Ltd |
4 |
Mork Capital Management, LLC |
4 |
ARGA Investment Management, LP |
4 |
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
4 |
Legato Capital Management LLC |
4 |
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF |
4 |
RVRB - ADVISORS SERIES TRUST - Reverb ETF |
4 |
Bbr Partners, Llc |
4 |
Eaton Financial Holdings Company, LLC |
4 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 |
4 |
Grey Street Capital, LLC |
4 |
Barrett & Company, Inc. |
4 |
Choate Investment Advisors |
4 |
Guardian Capital Lp |
4 |
Advanced Portfolio Management, LLC |
4 |
Pax World Management Llc |
4 |
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 |
4 |
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF |
4 |
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
4 |
Madison Street Partners, LLC |
4 |
Lazari Capital Management, Inc. |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
4 |
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
4 |
Sterneck Capital Management, LLC |
4 |
Chelsea Counsel Co |
4 |
DSCPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Small Cap Focus Fund |
4 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 |
4 |
Sheets Smith Wealth Management |
4 |
Patten & Patten Inc/tn |
4 |
Cherry Tree Wealth Management, LLC |
4 |
Kingswood Wealth Advisors, Llc |
4 |
Genus Capital Management Inc. |
4 |
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I |
4 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 |
4 |
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 |
4 |
Arrow Investment Advisors, LLC |
4 |
GOIGX - John Hancock Funds III - John Hancock International Growth Fund Class A |
4 |
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
4 |
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A |
4 |
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF |
4 |
Obermeyer Wood Investment Counsel, Lllp |
4 |
Dfa Investment Trust Co - The Continental Small Company Series |
4 |
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
4 |
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund |
4 |
PENN SERIES FUNDS INC - Large Growth Stock Fund |
4 |
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB |
4 |
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A |
4 |
BHIMX - ALPS Series Trust - Brigade High Income Fund Founders Class |
4 |
MML Series Investment Fund II - MML Special Situations Fund Class II |
4 |
Franklin Templeton ETF Trust - Franklin Income Focus ETF |
4 |
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C |
4 |
Prosperity Wealth Management, Inc. |
4 |
Sand Hill Global Advisors, LLC |
4 |
Ardevora Asset Management LLP |
4 |
Court Place Advisors, LLC |
4 |
Jackson Wealth Management, LLC |
4 |
Keel Point, LLC |
4 |
Tdam Usa Inc. |
4 |
North Capital, Inc. |
4 |
Perritt Capital Management Inc |
4 |
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund |
4 |
Trust Point Inc. |
4 |
Markston International Llc |
4 |
Adirondack Trust Co |
4 |
Vanguard Windsor Funds |
4 |
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I |
4 |
Marcato Capital Management Lp |
4 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A |
4 |
Cove Street Capital, LLC |
4 |
Punch & Associates Investment Management, Inc. |
4 |
Cowen Prime Services LLC |
4 |
Century Capital Management, LLC |
4 |
Apex Capital Management |
4 |
Mrj Capital Inc |
4 |
Trilogy Global Advisors Lp |
4 |
PENN SERIES FUNDS INC - Developed International Index Fund |
4 |
Eubel Brady & Suttman Asset Management Inc |
4 |
Portolan Capital Management, LLC |
4 |
Focus Financial Network Inc /adv |
4 |
Catalytic Wealth RIA, LLC |
4 |
TLINX - TIAA-CREF LIFE FUNDS - International Equity Fund |
4 |
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund |
4 |
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
4 |
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 |
4 |
Kemper Corp Master Retirement Trust |
4 |
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class |
4 |
Fidelity Central Investment Portfolios LLC - Fidelity Real Estate Equity Central Fund |
4 |
Granahan Investment Management Inc/ma |
4 |
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A |
4 |
Pergamon Offshore Advisors, L.P. |
4 |
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A |
4 |
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R |
4 |
Frontier Investment Mgmt Co |
4 |
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional |
4 |
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
4 |
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund |
4 |
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional |
4 |
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares |
4 |
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund |
4 |
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF |
4 |
SCS Capital Management LLC |
4 |
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares |
4 |
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A |
4 |
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
4 |
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
4 |
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II |
4 |
Miles Capital, Inc. |
4 |
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund |
4 |
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares |
4 |
Caitlin John, LLC |
4 |
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
4 |
FJ Investments, LLC |
4 |
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class |
4 |
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class |
4 |
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 |
4 |
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A |
4 |
Aspect Partners, LLC |
4 |
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A |
4 |
THRIVENT SERIES FUND INC - Thrivent Partner Growth Stock Portfolio Class A |
4 |
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 |
4 |
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I |
4 |
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
4 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
4 |
Genesee Valley Trust Co |
4 |
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional |
4 |
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional |
4 |
White Pine Capital Llc |
4 |
Quest Investment Management Llc |
4 |
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio |
4 |
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class |
4 |
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II |
4 |
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I |
4 |
PMZIX - PIMCO FUNDS - PIMCO Mortgage Opportunities and Bond Fund Institutional Class |
4 |
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares |
4 |
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional |
4 |
PIMCO FUNDS - PIMCO Short Asset Portfolio |
4 |
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional |
4 |
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund |
4 |
Vima Llc |
4 |
Sirios Capital Management L P |
4 |
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
4 |
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class |
4 |
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
4 |
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares |
4 |
Securian Funds Trust - SFT Ivy Small Cap Growth Fund |
4 |
Voisard Asset Management Group, Inc. |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class |
4 |
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N |
4 |
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A |
4 |
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A |
4 |
Amica Mutual Insurance Co |
4 |
GURU - Global X Funds - Global X Guru Index ETF |
4 |
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H |
4 |
Redwood Capital Management, Llc |
4 |
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
4 |
M&G Plc |
4 |
NMMGX - Northern Funds - Multi-manager Global Real Estate Fund |
4 |
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class |
4 |
Sumitomo Life Insurance Co |
4 |
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
4 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Real Estate Shares VCT Portfolio : Class I |
4 |
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
4 |
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) |
4 |
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
4 |
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) |
4 |
JNL SERIES TRUST - JNL/Heitman U.S. Focused Real Estate Fund (A) |
4 |
IEME - iShares U.S. ETF Trust - iShares Evolved U.S. Media and Entertainment ETF |
4 |
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A |
4 |
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I |
4 |
Burgundy Asset Management Ltd. |
4 |
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A |
4 |
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
4 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 |
4 |
FRFDX - FIRST INVESTORS INCOME FUNDS - First Investors Floating Rate Fund Class A |
4 |
POM Investment Strategies, LLC |
4 |
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A |
4 |
NEKIX - NUVEEN INVESTMENT TRUST II - Nuveen Emerging Markets Equity Fund Class I |
4 |
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares |
4 |
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
4 |
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF |
4 |
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A |
4 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
4 |
TIIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Fund Institutional Class |
4 |
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 |
4 |
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class |
4 |
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A |
4 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I |
4 |
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
4 |
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class |
4 |
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
4 |
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares |
4 |
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
4 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I |
4 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I |
4 |
Highland Capital Management Fund Advisors, L.p. |
4 |
NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio |
4 |
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
4 |
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A |
4 |
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A |
4 |
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A |
4 |
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class |
4 |
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A |
4 |
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E |
4 |
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class |
4 |
Alaska Permanent Fund Corp |
4 |
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares |
4 |
Hcim Trust |
4 |
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 |
4 |
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 |
4 |
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares |
4 |
ADVANCED SERIES TRUST - AST Cohen & Steers Global Realty Portfolio |
4 |
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares |
4 |
Putnam Voyager Fund |
4 |
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class |
4 |
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I |
4 |
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A |
4 |
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio |
4 |
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class |
4 |
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio |
4 |
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P |
4 |
PREAX - PACE SELECT ADVISORS TRUST - PACE Global Real Estate Securities Investments Class A |
4 |
OneAscent Financial Services LLC |
4 |
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF |
4 |
RBA Wealth Management, LLC |
4 |
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF |
4 |
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio |
4 |
Shaolin Capital Management LLC |
4 |
Zwj Investment Counsel Inc |
3 |
Sand Grove Capital Management LLP |
3 |
Bulldog Investors, LLP |
3 |
QVT Financial LP |
3 |
Orange Capital, Llc |
3 |
Greenlight Capital Inc |
3 |
SRS Investment Management, LLC |
3 |
Baupost Group Llc/ma |
3 |
Fairfax Financial Holdings Ltd/ Can |
3 |
Villere St Denis J & Co Llc |
3 |
Hillhouse Capital Management, Ltd. |
3 |
Cannell Capital Llc |
3 |
Robotti Robert |
3 |
Temasek Holdings (Private) Ltd |
3 |
Nokomis Capital, L.L.C. |
3 |
Blue Harbour Group, L.P. |
3 |
Waterfall Asset Management, LLC |
3 |
Lakewood Capital Management, Lp |
3 |
Kensico Capital Management Corp |
3 |
Sylebra Capital Ltd |
3 |
Eagle Capital Management Llc |
3 |
Brookfield Public Securities Group LLC |
3 |
Lone Pine Capital Llc |
3 |
Shannon River Fund Management LLC |
3 |
Sheffield Asset Management, L.L.C. |
3 |
PFM Health Sciences, LP |
3 |
Tybourne Capital Management (hk) Ltd |
3 |
Hound Partners, LLC |
3 |
Blue Ridge Capital, L.L.C. |
3 |
Claren Road Asset Management, LLC |
3 |
Dodge & Cox |
3 |
Ariel Investments, Llc |
3 |
New South Capital Management Inc |
3 |
Parnassus Investments /ca |
3 |
Schneider Capital Management Corp |
3 |
Nwq Investment Management Company, Llc |
3 |
Buckingham Capital Management Inc |
3 |
University Of Texas/texas Am Investment Managment Co |
3 |
LDR Capital Management LLC |
3 |
Sentry Investments Corp. |
3 |
Donald Smith & Co., Inc. |
3 |
M Holdings Securities, Inc. |
3 |
Bach Investment Advisors Ltd |
3 |
Bessemer Securities Llc |
3 |
Valtura Capital Partners LLC |
3 |
Matthew 25 Management Corp |
3 |
Ativo Capital Management LLC |
3 |
New England Asset Management Inc |
3 |
Value Partners Ltd /adv |
3 |
Atlanta Capital Management Co L L C |
3 |
Mazama Capital Management Inc |
3 |
R.m.sincerbeaux Capital Management Llc |
3 |
Roundview Capital LLC |
3 |
Tt International |
3 |
Birinyi Associates Inc |
3 |
Condor Capital Management |
3 |
Vanguard Specialized Funds |
3 |
D L Carlson Investment Group Inc |
3 |
Clifford Swan Investment Counsel Llc |
3 |
Ingalls & Snyder Llc |
3 |
Stonehill Capital Management Llc |
3 |
Philadelphia Trust Co |
3 |
Oak Ridge Investments Llc |
3 |
Mastrapasqua Asset Management Inc |
3 |
Winslow Asset Management Inc |
3 |
Estabrook Capital Management |
3 |
Geller Advisors LLC |
3 |
Clark Estates Inc/ny |
3 |
Financial Engines Advisors L.L.C. |
3 |
Whitnell & Co. |
3 |
Northern Capital Management Llc |
3 |
Sawgrass Asset Management Llc |
3 |
Princeton Capital Management Llc |
3 |
Lafitte Capital, LLC |
3 |
Mad River Investors |
3 |
Confluence Investment Management Llc |
3 |
PICTET BANK & TRUST Ltd |
3 |
Telos Capital Management, Inc. |
3 |
Birch Grove Capital LP |
3 |
Ipswich Investment Management Co., Inc. |
3 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD |
3 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD |
3 |
Tower Bridge Advisors |
3 |
Watershed Asset Management, L.L.C. |
3 |
Castle Creek Arbitrage, LLC |
3 |
Advisors Capital Management, LLC |
3 |
Aris Wealth Services, Inc. |
3 |
Fox Point Capital Management LLC |
3 |
Maryland Capital Management |
3 |
Uniplan Investment Counsel, Inc. |
3 |
Aviance Capital Partners, LLC |
3 |
Ironsides Asset Advisors, LLC |
3 |
Delphi Management Inc /ma/ |
3 |
America First Investment Advisors, LLC |
3 |
Private Capital Advisors, Inc. |
3 |
Benchmark Capital Advisors |
3 |
VSR Financial Services, Inc. |
3 |
New Jersey Better Educational Savings Trust |
3 |
Supplemental Annuity Collective Trust of NJ |
3 |
Altegris Advisors, L.l.c. |
3 |
Veritas Asset Management LLP |
3 |
Egerton Capital (UK) LLP |
3 |
Capital Management Corp /va |
3 |
Linscomb & Williams, Inc. |
3 |
Gilman Hill Asset Management, LLC |
3 |
Pettee Investors, Inc. |
3 |
Cranbrook Wealth Management, LLC |
3 |
Investment Counselors Of Maryland Llc |
3 |
Lee Danner & Bass Inc |
3 |
Global Thematic Partners, LLC |
3 |
Newport Asia LLC |
3 |
BTC Capital Management, Inc. |
3 |
Lebenthal Holdings,LLC |
3 |
First United Bank Trust/ |
3 |
Pillar Pacific Capital Management Llc |
3 |
Texas Yale Capital Corp. |
3 |
SOL Capital Management CO |
3 |
Carnick & Kubik, LLC |
3 |
300 North Capital, Llc |
3 |
Hermes Investment Management Ltd |
3 |
Narwhal Capital Management |
3 |
Tiaa Cref Trust Co Fsb/mo |
3 |
Hl Financial Services Llc |
3 |
Diligent Investors, LLC |
3 |
Osborn Rohs Williams & Donohoe Ltd |
3 |
High Point Bank & Trust Co |
3 |
First Dallas Securities Inc. |
3 |
Alta Advisers Ltd |
3 |
Mercer Capital Advisers, Inc. |
3 |
Windward Capital Management Co /ca |
3 |
IMA Wealth, Inc. |
3 |
Gateway Advisory, LLC |
3 |
Camelot Portfolios, LLC |
3 |
Meritage Portfolio Management |
3 |
Segment Wealth Management, LLC |
3 |
Palladiem, Llc |
3 |
Magee Thomson Investment Partners Llc |
3 |
Wbh Advisory Inc |
3 |
Carl Domino Inc |
3 |
Wunderlich Capital Managemnt |
3 |
Causeway Capital Management Llc |
3 |
Jd Capital Management Llc |
3 |
Overbrook Management Corp |
3 |
Marathon Asset Management Lp |
3 |
BancorpSouth Inc |
3 |
Boardman Bay Capital Management Llc |
3 |
Lonestar Capital Management LLC |
3 |
Allen Investment Management LLC |
3 |
Findlay Park Partners LLP |
3 |
Solaris Asset Management Llc |
3 |
Midas Management Corp |
3 |
Financial Sense Advisors, Inc. |
3 |
Gofen & Glossberg Llc /il/ |
3 |
Rivernorth Capital Management, Llc |
3 |
Nippon Life Insurance Co |
3 |
Annex Advisory Services, LLC |
3 |
Shamrock Asset Management LLC |
3 |
Winslow Capital Management, LLC |
3 |
Jolley Asset Management, LLC |
3 |
Cordasco Financial Network |
3 |
Riverpark Capital Management Llc |
3 |
Rice Hall James & Associates, Llc |
3 |
Triangle Securities Wealth Management |
3 |
Cumberland Partners Ltd |
3 |
Round Table Services, LLC |
3 |
Waverton Investment Management Ltd |
3 |
Orrstown Financial Services Inc |
3 |
Abner Herrman & Brock Llc |
3 |
Franklin Street Advisors Inc /nc |
3 |
IMS Capital Management |
3 |
ID Management A/S |
3 |
Grassi Investment Management |
3 |
Cullinan Associates Inc |
3 |
Gierl Augustine Investment Management Inc |
3 |
Deane Retirement Strategies, Inc. |
3 |
Community Trust & Investment Co |
3 |
Daiwa SB Investments Ltd. |
3 |
First National Bank of Mount Dora, Trust Investment Services |
3 |
Stanley Capital Management, LLC |
3 |
Boston Common Asset Management, LLC |
3 |
Think Investments LP |
3 |
Third Avenue Management Llc |
3 |
Vantage Investment Partners, LLC |
3 |
RFG Advisory, LLC |
3 |
Global Endowment Management, LP |
3 |
American National Registered Investment Advisor, Inc. |
3 |
Trust Investment Advisors |
3 |
American National Insurance Co /tx/ |
3 |
Stratton Management Co |
3 |
Verity & Verity, LLC |
3 |
Northeast Financial Consultants Inc |
3 |
Horan Capital Advisors, LLC. |
3 |
Pyrrho Capital Management, LP |
3 |
Ckw Financial Group |
3 |
Amica Pension Fund Board Of Trustees |
3 |
Mid Continent Capital Llc/il |
3 |
Fagan Associates, Inc. |
3 |
Summit Financial Wealth Advisors, LLC |
3 |
TB Alternative Assets Ltd. |
3 |
Pennsylvania Trust Co |
3 |
PM CAPITAL Ltd |
3 |
Gerry Farber, LLC |
3 |
Berkshire Asset Management Llc/pa |
3 |
Weaver C. Barksdale & Associates, Inc. |
3 |
Corbyn Investment Management Inc/md |
3 |
Searle & Co. |
3 |
Fenimore Asset Management Inc |
3 |
Beese Fulmer Investment Management, Inc. |
3 |
Sorin Capital Management LLC |
3 |
Andalusian Capital Partners, Lp |
3 |
Harvard Management Co Inc |
3 |
Sentinel Asset Management, Inc. |
3 |
Archon Partners LLC |
3 |
Sterne Agee Group, Inc. |
3 |
Sandhill Capital Partners LLC |
3 |
Covey Capital Advisors, LLC |
3 |
Acuity Investment Management Inc |
3 |
Oak Associates Ltd /oh/ |
3 |
Vision Capital Management, Inc. |
3 |
Fernwood Investment Management, LLC |
3 |
Pecaut & Co. |
3 |
Valentine Capital Asset Management, Inc. |
3 |
EFG Asset Management (Americas) Corp. |
3 |
Silver Rock Financial LLC |
3 |
Price Michael F |
3 |
V Wealth Advisors LLC |
3 |
CMT Capital Markets Trading GmbH |
3 |
Croft-leominster Inc |
3 |
Armbruster Capital Management, Inc. |
3 |
Alpha Omega Wealth Management LLC |
3 |
Raab & Moskowitz Asset Management LLC |
3 |
Fiduciary Management Associates Llc |
3 |
CWH Capital Management, Inc. |
3 |
FDO Partners, LLC |
3 |
J.Safra Asset Management Corp |
3 |
Dominick & Dominick LLC |
3 |
Yg Partners, Llc |
3 |
Crawford Investment Counsel Inc |
3 |
Sound Point Capital Management, LP |
3 |
American Money Management, LLC |
3 |
Donaldson Capital Management, Llc |
3 |
Beaconlight Capital, Llc |
3 |
Wealthsource Partners, Llc |
3 |
Brenner West Capital Advisors, LLC |
3 |
Crescent Capital Group LP |
3 |
Hitchwood Capital Management LP |
3 |
Scoria Capital Partners LP |
3 |
Sterling Ridge Capital Management LP |
3 |
Orbis Allan Gray Ltd |
3 |
Scion Asset Management, LLC |
3 |
Freshford Capital Management, LLC |
3 |
Lumina Fund Management LLC |
3 |
Tiger Pacific Capital LP |
3 |
Atika Capital Management LLC |
3 |
Coastal Bridge Advisors, LLC |
3 |
Scholtz & Company, Llc |
3 |
Ruggie Capital Group |
3 |
Ulysses Management LLC |
3 |
Simcoe Capital Management, LLC |
3 |
Partner Investment Management, L.P. |
3 |
LG Capital Management, LP |
3 |
Orbitronix, LP |
3 |
Oakmont Corp |
3 |
Suffolk Capital Management Llc |
3 |
Advance Capital I Inc |
3 |
Klingman & Associates, LLC |
3 |
Trillium Asset Management, Llc |
3 |
Payden & Rygel |
3 |
MIG Capital, LLC |
3 |
Lebenthal Asset Management, LLC |
3 |
ICONIQ Capital, LLC |
3 |
Crescent Park Management, L.P. |
3 |
NS Partners Ltd |
3 |
Md Sass Investors Services Inc |
3 |
Cornerstone Financial Partners, LLC |
3 |
Railway Pension Investments Ltd |
3 |
Highmount Capital, LLC |
3 |
Moody Aldrich Partners Llc |
3 |
Hosking & Co Ltd |
3 |
Kms Financial Services, Inc |
3 |
Legg Mason Investment Counsel & Trust Co., N.A. |
3 |
Banyan Partners, LLC |
3 |
Harbert Fund Advisors, Inc. |
3 |
Cascade Investment Advisors, Inc. |
3 |
Nuveen Fund Advisors, LLC |
3 |
Nicholas Hoffman & Company, LLC. |
3 |
Wilmington Trust, National Association |
3 |
Strategic Capital Group LLC |
3 |
HMS Capital Management, LLC |
3 |
Asset Planning Services, Ltd. |
3 |
Stone House Investment Management, LLC |
3 |
GenTrust, LLC |
3 |
Glenview Trust Co |
3 |
GFI Investment Counsel Ltd. |
3 |
BRILLIANCE ASSET MANAGEMENT Ltd |
3 |
Financial Advisors Network, Inc. |
3 |
Covenant Asset Management, LLC |
3 |
Periscope Capital Inc. |
3 |
Hill Path Capital LP |
3 |
Lee Capital Management LP |
3 |
White Square Capital Llp |
3 |
Fullerton Fund Management Co Ltd |
3 |
Sustainable Insight Capital Management, LLC |
3 |
LeJeune Puetz Investment Counsel LLC |
3 |
Shepherd Financial Partners LLC |
3 |
PHH Investments, Ltd. |
3 |
Israel Discount Bank Of New York /gfn |
3 |
HNA Tourism Group Co., Ltd. |
3 |
Ridgewood Investments LLC |
3 |
PenderFund Capital Management Ltd. |
3 |
Clear Perspective Advisors, LLC |
3 |
Gilbert & Cook, Inc. |
3 |
Mitsubishi UFJ Asset Management (UK) Ltd. |
3 |
Geneva Partners, LLC |
3 |
Delta Lloyd Asset Management N.v. |
3 |
Intercontinental Wealth Advisors, LLC |
3 |
Cruiser Capital Advisors, Llc |
3 |
Garner Asset Management Corp |
3 |
Gs Investments, Inc. |
3 |
IFG Advisory, LLC |
3 |
Rainier Investment Management Mutual Funds |
3 |
Oppenheimer Limited-term Bond Fund |
3 |
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class |
3 |
Oppenheimer Developing Markets Fund |
3 |
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A |
3 |
Eaton Vance Tax Advantaged Dividend Income Fund |
3 |
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
3 |
Amcap Fund |
3 |
Nuveen Preferred & Income Opportunities Fund |
3 |
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A |
3 |
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
3 |
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund |
3 |
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class |
3 |
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A |
3 |
Nuveen Credit Opportunities 2022 Target Term Fund |
3 |
Oppenheimer Integrity Funds |
3 |
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
3 |
Wildermuth Endowment Strategy Fund |
3 |
Rivernorth Marketplace Lending Corp |
3 |
Gabelli Go Anywhere Trust |
3 |
Eaton Vance Tax-advantaged Bond & Option Strategies Fund |
3 |
Eaton Vance Tax-managed Global Buy-write Opportunities Fund |
3 |
Eaton Vance Enhanced Equity Income Fund Ii |
3 |
Nuveen S&p 500 Buywrite Income Fund |
3 |
SRTTX - SMA RELATIONSHIP TRUST - Series T |
3 |
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A |
3 |
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. |
3 |
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M |
3 |
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I |
3 |
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund |
3 |
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares |
3 |
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. |
3 |
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund |
3 |
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund |
3 |
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio |
3 |
Jnl Strategic Income Fund Llc |
3 |
Western Asset Mortgage Defined Opportunity Fund Inc. |
3 |
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio |
3 |
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I |
3 |
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund |
3 |
Us Global Investors Funds |
3 |
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund |
3 |
Blackrock Enhanced International Dividend Trust |
3 |
Blackrock Enhanced Global Dividend Trust |
3 |
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares |
3 |
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
3 |
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class |
3 |
Royce Micro-cap Trust, Inc /md/ |
3 |
Apollo Senior Floating Rate Fund Inc. |
3 |
Dividend & Income Fund |
3 |
NCINX - Nicholas High Income Fund, Inc. - Nicholas High Income Fund Inc Class I |
3 |
Voss Capital, LLC |
3 |
MXXVX - Matthew 25 Fund - Matthew 25 Fund |
3 |
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio |
3 |
Deutsche Value Series, Inc |
3 |
Western Asset Investment Grade Defined Opportunity Trust Inc. |
3 |
First Trust Senior Floating Rate 2022 Target Term Fund |
3 |
ABASX - AB TRUST - AB Discovery Value Fund Class A |
3 |
Sentinel Group Funds Inc |
3 |
Short Duration High Income Portfolio - Short Duration High Income Portfolio |
3 |
Stone Ridge Trust Iii |
3 |
Dfa Investment Trust Co - The U.s. Large Cap Value Series |
3 |
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares |
3 |
Eaton Vance Tax-managed Global Diversified Equity Income Fund |
3 |
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
3 |
Oppenheimer Real Estate Fund |
3 |
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A |
3 |
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A |
3 |
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF |
3 |
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% |
3 |
Oppenheimer Equity Income Fund |
3 |
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A |
3 |
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A |
3 |
American Independence Funds Trust |
3 |
FREEX - Franklin Real Estate Securities Trust - Franklin Real Estate Securities Fund Class A |
3 |
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund |
3 |
Century Capital Management Trust |
3 |
Total Income (plus) Real Estate Fund |
3 |
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A |
3 |
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I |
3 |
NTHEX - Northeast Investors Trust - Northeast Investors Trust |
3 |
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class |
3 |
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III |
3 |
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF |
3 |
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A |
3 |
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
3 |
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A |
3 |
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
3 |
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class |
3 |
GFFIX - Gator Series Trust - Gator Financial Fund |
3 |
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund |
3 |
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional |
3 |
Putnam Fund For Growth & Income |
3 |
Winton Series Trust |
3 |
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio |
3 |
Aries Wealth Management |
3 |
Keeler THomas Management LLC |
3 |
Holistic Financial Partners |
3 |
Taylor Hoffman Wealth Management |
3 |
Uncommon Cents Investing LLC |
3 |
Stansberry Asset Management, Llc |
3 |
Alphasimplex Group, Llc |
3 |
Silverleafe Capital Partners, LLC |
3 |
Blackhawk Capital Partners LLC. |
3 |
Deer Park Road Corp |
3 |
Premia Global Advisors, Llc |
3 |
SWS Partners |
3 |
Capital Markets Trading UK LLP |
3 |
Fore Capital, LLC |
3 |
KADENSA CAPITAL Ltd |
3 |
Game Creek Capital, LP |
3 |
CastleArk Alternatives, LLC |
3 |
Cqs (us), Llc |
3 |
Rossmore Private Capital |
3 |
Gables Capital Management Inc. |
3 |
Tikehau Investment Management |
3 |
KINETICS PORTFOLIOS TRUST - Kinetics Multi-Disciplinary Income Portfolio |
3 |
Cynosure Advisors, Llc |
3 |
O'Dell Group, LLC |
3 |
Cozad Asset Management Inc |
3 |
AIA Investment Management Private Ltd |
3 |
Henry James International Management Inc. |
3 |
Resources Management Corp /ct/ /adv |
3 |
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF |
3 |
Vision Capital Corp |
3 |
Triad Investment Management |
3 |
Sargent Investment Group, LLC |
3 |
Reston Wealth Management Llc |
3 |
Mizuho Securities Co. Ltd. |
3 |
Ascent Wealth Partners, LLC |
3 |
Gladstone Institutional Advisory LLC |
3 |
Private Portfolio Partners Llc |
3 |
Thoroughbred Financial Services, Llc |
3 |
MRCap LP |
3 |
North Peak Capital Management, LLC |
3 |
Rokos Capital Management LLP |
3 |
Semmax Financial Advisors Inc. |
3 |
Harvest Investment Services, LLC |
3 |
Nalls Sherbakoff Group, Llc |
3 |
MorganRosel Wealth Management, LLC |
3 |
MONECO Advisors, LLC |
3 |
H2o Am Llp |
3 |
Surevest, LLC |
3 |
KG&L Capital Management,LLC |
3 |
Managed Account Series II - BlackRock U.S. Mortgage Portfolio Investor A Shares |
3 |
Great Valley Advisor Group, Inc. |
3 |
Kmg Fiduciary Partners, Llc |
3 |
Patriot Investment Management Inc. |
3 |
Gq Asset Management, Llc |
3 |
Waddell & Associates, Llc |
3 |
Cliffwater Corporate Lending Fund |
3 |
WT Asset Management Ltd |
3 |
Kent Lake Capital LLC |
3 |
Legend Financial Advisors, Inc. |
3 |
Guggenheim Equal Weight Enhanced Equity Income Fund |
3 |
Deutsche High Income Trust |
3 |
Corsair Opportunity Fund |
3 |
Western Asset Global Partners Income Fund Inc. |
3 |
Alliancebernstein Income Fund Inc |
3 |
Hsbc Portfolios |
3 |
Principle Wealth Partners Llc |
3 |
Whitebox Mutual Funds |
3 |
Db-x Exchange-traded Funds Inc. |
3 |
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y |
3 |
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A |
3 |
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 |
3 |
Franklin Templeton Variable Insurance Products Trust - Franklin Global Real Estate Vip Fund Class 1 |
3 |
MZFIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich High Income Floating Rate Fund Institutional Shares |
3 |
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class |
3 |
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income |
3 |
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A |
3 |
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
3 |
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A |
3 |
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF |
3 |
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A |
3 |
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A |
3 |
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) |
3 |
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) |
3 |
Jnl Series Trust - Jnl/mellon International Index Fund (a) |
3 |
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) |
3 |
JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A) |
3 |
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
3 |
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares |
3 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I |
3 |
NGREX - Northern Funds - Northern Global Real Estate Index Fund |
3 |
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund |
3 |
NOINX - Northern Funds - Northern International Equity Index Fund |
3 |
NMIEX - Northern Funds - Active M International Equity Fund |
3 |
NOCBX - Northern Funds - Northern Core Bond Fund |
3 |
NSRIX - Northern Funds - Northern Global Sustainability Index Fund |
3 |
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio |
3 |
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H |
3 |
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H |
3 |
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A |
3 |
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional |
3 |
HNASX - HOMESTEAD FUNDS INC - Growth Fund |
3 |
VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio |
3 |
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio |
3 |
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC |
3 |
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC |
3 |
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares |
3 |
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio |
3 |
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
3 |
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
3 |
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A |
3 |
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV |
3 |
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV |
3 |
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV |
3 |
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV |
3 |
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
3 |
SSRSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Real Estate Securities V.I.S. Fund Class 1 Shares |
3 |
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class |
3 |
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 |
3 |
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I |
3 |
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A |
3 |
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares |
3 |
EIREX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Real Estate Fund Class I |
3 |
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L |
3 |
Guggenheim Variable Funds Trust - SERIES F (FLOATING RATE STRATEGIES SERIES) A |
3 |
ALTTX - FS Series Trust - FS Global Macro Fund Class A |
3 |
BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares |
3 |
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A |
3 |
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A |
3 |
FRI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P REIT Index Fund |
3 |
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds |
3 |
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A |
3 |
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional |
3 |
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
3 |
GREZX - GuideStone Funds - Global Real Estate Securities Fund Investor |
3 |
KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio |
3 |
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class |
3 |
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class |
3 |
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A |
3 |
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF |
3 |
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
3 |
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF |
3 |
RWR - SPDR SERIES TRUST - SPDR(R) Dow Jones REIT ETF |
3 |
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF |
3 |
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity |
3 |
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity |
3 |
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA |
3 |
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB |
3 |
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA |
3 |
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K |
3 |
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA |
3 |
EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB |
3 |
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A |
3 |
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class |
3 |
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A |
3 |
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A |
3 |
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I |
3 |
TABOX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark US Core Equity Fund Institutional Class |
3 |
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares |
3 |
RRRAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Real Estate Securities Fund Class A |
3 |
RRGAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Global Real Estate Securities Fund Class A |
3 |
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A |
3 |
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A |
3 |
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class |
3 |
Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
3 |
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class |
3 |
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND |
3 |
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND |
3 |
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class |
3 |
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 |
3 |
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A |
3 |
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class |
3 |
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class |
3 |
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y |
3 |
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T |
3 |
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A |
3 |
Columbia Funds Variable Series Trust II - CTIVP - CenterSquare Real Estate Fund Class 1 |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund |
3 |
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 |
3 |
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A |
3 |
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A |
3 |
MML Series Investment Fund II - MML Inflation-Protected and Income Fund Initial Class |
3 |
Blackrock Allocation Target Shares - Bats Series A |
3 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 |
3 |
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund |
3 |
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A |
3 |
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A |
3 |
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A |
3 |
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund |
3 |
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio |
3 |
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class |
3 |
MRESX - AMG Funds I - AMG Managers CenterSquare Real Estate Fund Class N |
3 |
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV |
3 |
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S |
3 |
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S |
3 |
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A |
3 |
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A |
3 |
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A |
3 |
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A |
3 |
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A |
3 |
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A |
3 |
FFRSX - FEDERATED INCOME SECURITIES TRUST - Federated Floating Rate Strategic Income Fund Institutional Shares |
3 |
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service |
3 |
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service |
3 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Real Estate Securities VP Initial |
3 |
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I |
3 |
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I |
3 |
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A |
3 |
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A |
3 |
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
3 |
PENN SERIES FUNDS INC - Mid Cap Value Fund |
3 |
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I |
3 |
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund |
3 |
BlackRock Funds V - BlackRock Inflation Protected Bond Portfolio Investor A Shares |
3 |
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF |
3 |
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund |
3 |
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N |
3 |
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I |
3 |
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A |
3 |
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I |
3 |
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I |
3 |
BUFOX - BUFFALO FUNDS - Buffalo Emerging Opportunities Fund Investor Class |
3 |
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class |
3 |
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A |
3 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
3 |
IYR - iSHARES TRUST - iShares U.S. Real Estate ETF |
3 |
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
3 |
SA FUNDS INVESTMENT TRUST - SA Real Estate Securities Fund |
3 |
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia |
3 |
IBSAX - Voya PARTNERS INC - VY(R) Baron Growth Portfolio Class ADV |
3 |
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Real Estate Fund Standard Class |
3 |
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
3 |
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
3 |
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class |
3 |
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class |
3 |
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class |
3 |
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
3 |
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
3 |
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class |
3 |
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional |
3 |
PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional |
3 |
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A |
3 |
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional |
3 |
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III |
3 |
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional |
3 |
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional |
3 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A |
3 |
MXREX - GREAT-WEST FUNDS INC - Great-West Real Estate Index Fund Investor Class |
3 |
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class |
3 |
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class |
3 |
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class |
3 |
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class |
3 |
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class |
3 |
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund |
3 |
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF |
3 |
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF |
3 |
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund |
3 |
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund |
3 |
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A |
3 |
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A |
3 |
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
3 |
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A |
3 |
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A |
3 |
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class |
3 |
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 |
3 |
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares |
3 |
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A |
3 |
IREAX - IVY FUNDS - Ivy LaSalle Global Real Estate Fund Class A |
3 |
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A |
3 |
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares |
3 |
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust |
3 |
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II |
3 |
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A |
3 |
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund |
3 |
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund |
3 |
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio |
3 |
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A |
3 |
OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class |
3 |
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A |
3 |
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class |
3 |
LREOX - LAZARD FUNDS INC - Lazard US Realty Equity Portfolio Open Shares |
3 |
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares |
3 |
LLGLX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Global Fund |
3 |
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
3 |
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF |
3 |
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A |
3 |
DTRE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund |
3 |
Profunds - Profund Vp Small-cap Growth |
3 |
Profunds - Profund Vp Financials |
3 |
Profunds - Profund Vp Real Estate |
3 |
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A |
3 |
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class |
3 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I |
3 |
AGIHX - Allianz Funds Multi-Strategy Trust - AllianzGI Global High Yield Fund Institutional Class |
3 |
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
3 |
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF |
3 |
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF |
3 |
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF |
3 |
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF |
3 |
RWO - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Dow Jones Global Real Estate ETF |
3 |
GARJX - GOLDMAN SACHS TRUST - Goldman Sachs Global Real Estate Securities Fund Investor Shares |
3 |
GREIX - GOLDMAN SACHS TRUST - Goldman Sachs Real Estate Securities Fund Institutional |
3 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service |
3 |
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A |
3 |
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A |
3 |
DEOPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Equity Opportunities Fund |
3 |
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A |
3 |
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A |
3 |
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A |
3 |
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A |
3 |
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class |
3 |
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class |
3 |
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A |
3 |
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M |
3 |
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares |
3 |
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A |
3 |
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A |
3 |
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A |
3 |
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares |
3 |
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
3 |
DRLAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Global Real Estate Securities Fund Class A |
3 |
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
3 |
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
3 |
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I |
3 |
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares |
3 |
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class |
3 |
AIGYX - Aberdeen Funds - Aberdeen Realty Income & Growth Fund Institutional Class |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
3 |
Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
3 |
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
3 |
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class |
3 |
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
3 |
DFREX - Dfa Investment Dimensions Group Inc - Dfa Real Estate Securities Portfolio - Institutional Class |
3 |
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class |
3 |
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional |
3 |
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A |
3 |
BLACKROCK FUNDS - BlackRock Real Estate Securities Fund Investor A Shares |
3 |
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund |
3 |
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund |
3 |
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund |
3 |
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund |
3 |
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares |
3 |
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund |
3 |
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund |
3 |
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund |
3 |
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund |
3 |
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares |
3 |
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L |
3 |
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I |
3 |
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N |
3 |
LMAPX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Alternative Credit Fund Class A |
3 |
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES |
3 |
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A |
3 |
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A |
3 |
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund |
3 |
FHEAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Real Estate Fund Class A |
3 |
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) |
3 |
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund |
3 |
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund |
3 |
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund |
3 |
FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund |
3 |
FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund |
3 |
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
3 |
ANREX - American Century Capital Portfolios Inc - Nt Global Real Estate Fund Investor Class |
3 |
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund |
3 |
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares |
3 |
FTSL - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Senior Loan Fund |
3 |
FDHAX - FIRST TRUST SERIES FUND - First Trust Short Duration High Income Fund Class A |
3 |
PURCX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM GLOBAL REAL ESTATE FUND Class C |
3 |
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I |
3 |
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A |
3 |
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund |
3 |
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I |
3 |
Thrivent Core Funds - Thrivent Core International Equity Fund |
3 |
USRT - iSHARES TRUST - iShares Core U.S. REIT ETF |
3 |
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF |
3 |
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF |
3 |
IYF - iSHARES TRUST - iShares U.S. Financials ETF |
3 |
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF |
3 |
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF |
3 |
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund |
3 |
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
3 |
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF |
3 |
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF |
3 |
REET - iSHARES TRUST - iShares Global REIT ETF |
3 |
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF |
3 |
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF |
3 |
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I |
3 |
FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF |
3 |
GQRE - FlexShares Trust - FlexShares Global Quality Real Estate Index Fund |
3 |
SCIU - Global X Funds - Global X Scientific Beta US ETF |
3 |
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A |
3 |
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A |
3 |
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A |
3 |
EFA - iSHARES TRUST - iShares MSCI EAFE ETF |
3 |
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF |
3 |
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
3 |
BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A |
3 |
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF |
3 |
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF |
3 |
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF |
3 |
DRN - Direxion Shares ETF Trust - Direxion Daily MSCI Real Estate Bull 3X Shares |
3 |
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A |
3 |
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I |
3 |
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I |
3 |
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares |
3 |
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares |
3 |
DAINX - Dunham Funds - Dunham International Stock Fund Class A |
3 |
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF |
3 |
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A |
3 |
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class |
3 |
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class |
3 |
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class |
3 |
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class |
3 |
FCFIX - Frost Family of Funds - FROST CREDIT FUND Institutional Class Shares |
3 |
HNCAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL GROWTH FUND Class A |
3 |
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A |
3 |
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A |
3 |
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) |
3 |
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A |
3 |
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 |
3 |
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 |
3 |
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AMSM Real Estate Portfolio Class 1 |
3 |
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
3 |
VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund |
3 |
VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares |
3 |
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A |
3 |
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A |
3 |
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares |
3 |
HSBC FUNDS - HSBC Strategic Income Fund Class A |
3 |
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P |
3 |
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund |
3 |
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF |
3 |
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF |
3 |
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF |
3 |
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF |
3 |
FNPIX - Profunds - Financials Ultrasector Profund Investor Class |
3 |
SGPIX - Profunds - Small-cap Growth Profund Investor Class |
3 |
REPIX - Profunds - Real Estate Ultrasector Profund Investor Class |
3 |
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF |
3 |
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
3 |
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF |
3 |
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A |
3 |
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares |
3 |
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
3 |
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A |
3 |
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES |
3 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
3 |
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I |
3 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 |
3 |
BERIX - Chartwell Funds - Berwyn Income Fund |
3 |
55i, Llc |
3 |
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund |
3 |
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A |
3 |
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A |
3 |
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund |
3 |
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund |
3 |
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A |
3 |
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class |
3 |
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y |
3 |
MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I |
3 |
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A |
3 |
KRMA - Global X Funds - Global X Conscious Companies ETF |
3 |
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares |
3 |
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 |
3 |
AlphaCore Capital LLC |
3 |
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
3 |
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund |
3 |
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund |
3 |
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
3 |
SCHH - SCHWAB STRATEGIC TRUST - Schwab U.S. REIT ETF |
3 |
SWASX - SCHWAB INVESTMENTS - Schwab Global Real Estate Fund |
3 |
NGCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Greater China Fund Class A |
3 |
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I |
3 |
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A |
3 |
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A |
3 |
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
3 |
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A |
3 |
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
3 |
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF |
3 |
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF |
3 |
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
3 |
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF |
3 |
ISCAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Small-Mid Company Fund Class A Shares |
3 |
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF |
3 |
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional |
3 |
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares |
3 |
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares |
3 |
VCIEX - VALIC Co I - International Equities Index Fund |
3 |
VSSVX - VALIC Co I - Small Cap Special Values Fund |
3 |
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund |
3 |
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
3 |
UYG - PROSHARES TRUST - ProShares Ultra Financials |
3 |
URE - PROSHARES TRUST - ProShares Ultra Real Estate |
3 |
BBRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI U.S. REIT ETF |
3 |
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF |
3 |
MRGR - PROSHARES TRUST - ProShares Merger ETF |
3 |
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N |
3 |
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV |
3 |
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV |
3 |
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III |
3 |
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio |
3 |
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A |
3 |
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF |
3 |
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
3 |
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF |
3 |
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF |
3 |
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF |
3 |
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF |
3 |
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF |
3 |
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF |
3 |
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF |
3 |
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF |
3 |
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF |
3 |
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class |
3 |
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
3 |
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M |
3 |
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
3 |
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
3 |
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares |
3 |
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares |
3 |
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares |
3 |
Asset Management Corp /il/ /adv |
3 |
Stonebridge Financial Planning Group, LLC |
3 |
Capital Square, LLC |
3 |
Invesco Bldrs Index Funds Trust |
3 |
Nuveen High Income 2023 Target Term Fund |
3 |
Principal Diversified Select Real Asset Fund |
3 |
Rowland Carmichael Advisors Inc /adv |
3 |
AMJ Financial Wealth Management |
3 |
Firestone Capital Management |
3 |
Summit Wealth Group, LLC |
3 |
Madison Wealth Management |
3 |
Islay Capital Management, Llc |
3 |
Professional Financial Advisors, LLC |
3 |
Adams Wealth Management |
3 |
Marcum Wealth, LLC |
3 |
NWK Group, Inc. |
3 |
EPG Wealth Management LLC |
3 |
Hyperion Capital Advisors LP |
3 |
Asio Capital, LLC |
3 |
Tao Capital Management LP |
3 |
Fure Financial Corp |
3 |
Tarsadia Capital, LLC |
3 |
Soundwatch Capital LLC |
3 |
Keebeck Wealth Management, LLC |
3 |
Lionsbridge Wealth Management LLC |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II |
3 |
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF |
3 |
FRFEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Floating Rate II Fund Institutional Class |
3 |
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A |
3 |
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
3 |
Engrave Wealth Partners LLC |
3 |
Sowa Financial Group, Inc. |
3 |
TCELX - T. Rowe Price International Funds, Inc. - T. Rowe Price China Evolution Equity Fund |
3 |
Graypoint LLC |
3 |
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund |
3 |
Triton Wealth Management, PLLC |
3 |
Walled Lake Planning & Wealth Management, Llc |
3 |
MFCPX - M FUND INC - M Capital Appreciation Fund |
3 |
CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class |
3 |
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
3 |
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class |
3 |
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class |
3 |
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF |
3 |
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
3 |
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares |
3 |
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund |
3 |
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares |
3 |
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF |
3 |
ACSI - ETF Series Solutions - American Customer Satisfaction ETF |
3 |
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares |
3 |
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
3 |
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I |
3 |
APEEX - Advisors' Inner Circle Fund III - Aperture Endeavour Equity Fund Class X Shares |
3 |
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares |
3 |
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF |
3 |
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund |
3 |
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
3 |
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares |
3 |
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
3 |
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF |
3 |
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF |
3 |
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF |
3 |
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF |
3 |
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund |
3 |
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
3 |
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF |
3 |
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares |
3 |
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S |
3 |
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class |
3 |
OSCV - ETF Series Solutions - Opus Small Cap Value ETF |
3 |
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF |
3 |
RCSTX - Red Cedar Fund Trust - Red Cedar Short Term Bond Fund Institutional Class |
3 |
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class |
3 |
Crawford Fund Management, LLC |
3 |
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional |
3 |
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF |
3 |
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares |
3 |
JARIX - SARATOGA ADVANTAGE TRUST - James Alpha Global Real Estate Investments Portfolio Class I Shares |
3 |
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class |
3 |
RBB FUND, INC. - Aquarius International Fund |
3 |
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
3 |
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class |
3 |
Prudent Man Advisors, LLC |
3 |
Westend Partners Lp |
3 |
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A |
3 |
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A |
3 |
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A |
3 |
CIM Real Assets & Credit Fund |
3 |
Penseco Financial Services Corp |
3 |
GETCO Holding Company, LLC |
3 |
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF |
3 |
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF |
3 |
Axonic Funds - Axonic Strategic Income Fund Class A Shares |
3 |
Holloway Wealth Management, LLC |
3 |
First Pacific Financial |
3 |
Fortis Group Advisors, LLC |
3 |
QQQN - Victory Portfolios II - VictoryShares Nasdaq Next 50 ETF |
3 |
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF |
3 |
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF |
3 |
Iron Horse Wealth Management, LLC |
3 |
Oak Harvest Investment Services |
3 |
Johnson Midwest Financial, LLC |
3 |
Sage Mountain Advisors LLC |
3 |
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
3 |
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
3 |
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF |
3 |
McCarthy Asset Management, Inc. |
3 |
Stableford Capital Ii Llc |
3 |
OneAscent Wealth Management LLC |
3 |
Mitchell & Pahl Private Wealth, Llc |
3 |
Minot Capital, Lp |
3 |
Insight Advisors, LLC/ PA |
3 |
Midwest Wealth Management Inc. |
3 |
Accretive Wealth Partners, LLC |
3 |
Cary Street Partners Asset Management Llc |
3 |
Annapolis Financial Services, LLC |
3 |
Lebenthal Global Advisors, LLC |
3 |
Cassia Capital Partners, LLC |
3 |
TCG Advisory Services, LLC |
3 |
Berry Street Capital Management LLP |
3 |
B&D White Capital Company, LLC |
3 |
Polar Capital Holdings Plc |
3 |
Collaborative Holdings Management LP |
3 |
Curated Wealth Partners LLC |
3 |
Mcdonald Partners Llc |
3 |
Simplify Asset Management Inc. |
3 |
Sovereign Financial Group, Inc. |
3 |
CoreFirst Bank & Trust |
3 |
XN Exponent Advisors LLC |
3 |
140 Summer Partners LP |
3 |
Safeguard Investment Advisory Group, LLC |
3 |
Tabor Asset Management, LP |
3 |
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF |
3 |
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF |
3 |
Legacy Wealth Asset Management, LLC |
3 |
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 |
3 |
PTCRX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Credit Fund - Institutional Class |
3 |
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional |
3 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF |
3 |
Canvas Wealth Advisors, LLC |
3 |
VSDIX - Investment Managers Series Trust - Securian AM Real Asset Income Fund Institutional Class Shares |
3 |
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I |
3 |
WealthTrust Asset Management, LLC |
3 |
Triumph Capital Management |
3 |
Emfo, Llc |
3 |
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF |
3 |
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF |
3 |
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M |
3 |
VVSGX - VALIC Co I - Small Cap Growth Fund |
3 |
JARIX - James Alpha Funds Trust - James Alpha Global Real Estate Investments Fund Class I |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware REIT Fund Service Class |
3 |
Khrom Capital Management Llc |
3 |
Bornite Capital Management LP |
3 |
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF |
3 |
ARVIX - Advisors' Inner Circle Fund III - ARGA INTERNATIONAL VALUE FUND Institutional Shares |
3 |
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) |
3 |
ATFV - Alger ETF Trust - Alger 35 ETF |
3 |
DODEX - DODGE & COX FUNDS - Dodge & Cox Emerging Markets Stock Fund |
3 |
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF |
3 |
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I |
3 |
JRE - Janus Detroit Street Trust - Janus Henderson U.S. Real Estate ETF |
3 |
First Affirmative Financial Network |
3 |
Strategic Asset Management, LLC |
3 |
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
3 |
Capital Group Private Client Services, Inc. |
3 |
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF |
3 |
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF |
3 |
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF |
3 |
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF |
3 |
EVNT - AltShares Trust - AltShares Event-Driven ETF |
3 |
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF |
3 |
USVT - Ultimus Managers Trust - US VALUE ETF |
3 |
Highview Capital Management LLC/DE/ |
3 |
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF |
3 |
Zenyatta Capital Management LP |
3 |
Sandy Cove Advisors, LLC |
3 |
Pinnacle Private Wealth, LLC |
3 |
Hedges Asset Management LLC |
3 |
NorthCrest Asset Manangement, LLC |
3 |
Morton Brown Family Wealth, LLC |
3 |
Taika Capital, LP |
3 |
Eschler Asset Management LLP |
3 |
OPTIMAS CAPITAL Ltd |
3 |
Kenfarb & Co. |
3 |
Sagefield Capital LP |
3 |
Herbst Group, Llc |
3 |
Capricorn Fund Managers Ltd |
3 |
Mass Ave Global Inc. |
3 |
Flight Deck Capital, LP |
3 |
Hampton Road Capital Management LP |
3 |
Zullo Investment Group, Inc. |
3 |
Carroll Investors, Inc |
3 |
Mystic Asset Management, Inc. |
3 |
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 |
3 |
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
3 |
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares |
3 |
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares |
3 |
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF |
3 |
Walker Asset Management, LLC |
3 |
Safeguard Financial, LLC |
3 |
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF |
3 |
Solidarilty Wealth, LLC |
3 |
Cyrus J. Lawrence, LLC |
3 |
Fund Management at Engine No. 1 LLC |
3 |
BNGE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S-Network Streaming & Gaming ETF |
3 |
MRESX - Total Fund Solution - Cromwell CenterSquare Real Estate Fund Investor Class Shares |
3 |
PIMCO Access Income Fund |
3 |
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF |
3 |
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF |
3 |
Saudi Central Bank |
3 |
Vise Technologies, Inc. |
3 |
DFAR - Dimensional ETF Trust - Dimensional US Real Estate ETF |
3 |
Two Roads Shared Trust - Regents Park Hedged Market Strategy ETF |
3 |
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF |
3 |
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
3 |
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF |
3 |
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF |
3 |
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
3 |
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund |
3 |
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund |
3 |
Global Assets Advisory, LLC |
3 |
Atlas Merchant Capital LLC |
3 |
BVOIX - Advisors' Inner Circle Fund III - BARROW HANLEY US VALUE OPPORTUNITIES FUND I Shares |
3 |
Drive Wealth Management, Llc |
3 |
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 |
3 |
Balboa Wealth Partners |
3 |
ASB Consultores, LLC |
3 |
Western Financial Corp/CA |
3 |
Daymark Wealth Partners, Llc |
3 |
FourThought Financial Partners, LLC |
3 |
Cassaday & Co Wealth Management LLC |
3 |
KIFYX - Ultimus Managers Trust - Westwood Salient Select Income Fund Institutional Shares |
3 |
Argonautica Private Wealth Management, Inc |
3 |
Insigneo Advisory Services, Llc |
3 |
Beverly Hills Private Wealth, LLC |
3 |
Moran Wealth Management, LLC |
3 |
Aspen Grove Capital, LLC |
3 |
West Tower Group, LLC |
3 |
Fortis Capital Advisors, LLC |
3 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
3 |
Freedom Wealth Alliance, Llc |
3 |
SageView Advisory Group, LLC |
3 |
Silverlake Wealth Management Llc |
3 |
Ruedi Wealth Management, Inc. |
3 |
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio |
3 |
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF |
3 |
IDMIX - LITMAN GREGORY FUNDS TRUST - iMGP Dolan McEniry Corporate Bond Fund Institutional Class |
3 |
Prostatis Group LLC |
3 |
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF |
3 |
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C |
3 |
ERET - iSHARES TRUST - iShares Environmentally Aware Real Estate ETF |
3 |
DFGR - Dimensional ETF Trust - Dimensional Global Real Estate ETF |
3 |
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
3 |
Baron Wealth Management LLC |
3 |
Authentikos Wealth Advisory, LLC |
3 |
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF |
3 |
DIP - ETF Series Solutions - BTD Capital Fund |
3 |
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF |
3 |
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF |
3 |
Canoe Financial LP |
3 |
Zrc Wealth Management, Llc |
3 |
Nilsine Partners, LLC |
3 |
La Banque Postale Asset Management SA |
3 |
National Wealth Management Group, LLC |
3 |
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3 |
3 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund |
3 |
Prevail Innovative Wealth Advisors, Llc |
3 |
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
3 |
CRED - Columbia ETF Trust I - Columbia Research Enhanced Real Estate ETF |
3 |
REAI - Tidal ETF Trust - Private Real Estate Strategy via Liquid REITs ETF |
3 |
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
3 |
IBHJ - iSHARES TRUST - iShares iBonds 2030 Term High Yield and Income ETF |
3 |
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF |
3 |
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
3 |
United Community Bank |
3 |
Syntax Research, Inc. |
3 |
PFS Partners, LLC |
3 |
Burns Matteson Capital Management, LLC |
3 |
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I |
3 |
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF |
3 |
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
3 |
OHSHX - RBB FUND, INC. - Oakhurst Short Duration High Yield Credit Fund Institutional Shares |
3 |
Bear Mountain Capital, Inc. |
3 |
Naples Money Management LLC |
3 |
AI-Squared Management Ltd |
3 |
Wiser Advisor Group LLC |
3 |
Financial Network Wealth Advisors LLC |
3 |
Ilex Capital Partners (UK) LLP |
3 |
Systematic Portfolios LLC |
3 |
Foster Dykema Cabot & Partners, Llc |
3 |
Optimist Retirement Group LLC |
3 |
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF |
3 |
FINE - Themes ETF Trust - Themes European Luxury ETF |
3 |
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares |
3 |
Fairman Group, LLC |
3 |
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF |
3 |
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund |
3 |
Triad Wealth Partners, LLC |
3 |
Catalina Capital Group, LLC |
3 |
Diversify Advisory Services, LLC |
3 |
Fpc Investment Advisory, Inc. |
3 |
Watts Gwilliam & Co., LLC |
3 |
Vista Investment Partners Llc |
3 |
Sugar Maple Asset Management, LLC |
3 |
AB CarVal Credit Opportunities Fund |
3 |
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF |
3 |
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF |
3 |
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF |
3 |
Fairscale Capital, LLC |
3 |
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF |
3 |
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) |
3 |
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund |
3 |
SAWS - ETF Series Solutions - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF |
3 |
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF |
3 |
Legacy Investment Solutions, LLC |
3 |
Legacy Wealth Managment, LLC/ID |
3 |
NIXT - EA Series Trust - Research Affiliates Deletions ETF |
3 |
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I |
3 |
HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF |
3 |
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB |
3 |
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB |
3 |
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB |
3 |
BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund |
3 |
AREA - Harbor ETF Trust - Harbor AlphaEdge Next Generation REITs ETF |
3 |
Retirement Wealth Solutions LLC |
3 |
Union Bancaire Privee, UBP SA |
3 |
Financial Life Planners |
3 |
Longboard Asset Management, LP |
3 |
Wingate Wealth Advisors, Inc. |
3 |
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF |
3 |
Abc Arbitrage Sa |
3 |
Compass Planning Associates Inc |
3 |
Millstone Evans Group, LLC |
3 |
Graney & King, LLC |
3 |
denkapparat Operations GmbH |
3 |
Investment Counsel Co Of Nevada |
3 |
Benchstone Capital Management LP |
3 |
Cary Street Partners Financial Llc |
3 |
Banque Transatlantique SA |
3 |
Fourth Dimension Wealth, LLC |
3 |
Ameriflex Group, Inc. |
3 |
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF |
3 |
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF |
3 |
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF |
3 |
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF |
3 |
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES |
3 |
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES |
3 |
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class |
3 |
New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class |
3 |
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P |
3 |
JIII - Janus Detroit Street Trust - Janus Henderson Income ETF |
3 |
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 |
3 |
Cooper Investors Pty Ltd |
3 |
Stance Capital Llc |
3 |
Horizon Funds - HORIZON EXPEDITION PLUS ETF |
3 |
PSHYX - Victory Portfolios IV - Victory Pioneer Short Term Income Fund Class Y |
3 |
ASR Vermogensbeheer N.V. |
3 |
Night Squared LP |
3 |
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A |
3 |
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class |
3 |
MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y |
3 |
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF |
3 |
FundVantage Trust - Polen High Income ETF |
3 |
Ag2r La Mondiale Gestion D'actifs |
3 |
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund |
3 |
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF |
3 |
RMG Wealth Management LLC |
3 |
ENDW - EA Series Trust - Cambria Endowment Style ETF |
3 |
Traub Capital Management LLC |
3 |
Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
3 |
Limestone Investment Advisors LP |
3 |
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF |
3 |
ODHY - Spinnaker ETF Series - Obra Defensive High Yield ETF |
3 |