Proequities, Inc. |
57 |
Morgan Stanley |
56 |
Citadel Advisors Llc |
53 |
UBS Group AG |
51 |
Jpmorgan Chase & Co |
50 |
Royal Bank Of Canada |
49 |
Susquehanna International Group, Llp |
48 |
Bank Of America Corp /de/ |
48 |
Barclays Plc |
45 |
Millennium Management Llc |
45 |
BlackRock, Inc. |
44 |
Tower Research Capital LLC (TRC) |
43 |
Citigroup Inc |
43 |
State Street Corp |
42 |
Wells Fargo & Company/mn |
42 |
Geode Capital Management, Llc |
42 |
Deutsche Bank Ag\ |
41 |
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
41 |
Vanguard Group Inc |
40 |
Goldman Sachs Group Inc |
40 |
Jane Street Group, Llc |
39 |
Fmr Llc |
37 |
Renaissance Technologies Llc |
37 |
Credit Suisse Ag/ |
36 |
Bank Of Montreal /can/ |
36 |
Northern Trust Corp |
35 |
Bnp Paribas Arbitrage, Sa |
34 |
Bank of New York Mellon Corp |
34 |
Advisor Group Holdings, Inc. |
33 |
Two Sigma Investments, Lp |
33 |
D. E. Shaw & Co., Inc. |
32 |
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
32 |
Virtu Financial LLC |
31 |
Hrt Financial Lp |
31 |
Marshall Wace, Llp |
31 |
Ameriprise Financial Inc |
30 |
Invesco Ltd. |
30 |
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
30 |
Dimensional Fund Advisors Lp |
29 |
New York State Common Retirement Fund |
29 |
Russell Investments Group, Ltd. |
28 |
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
28 |
Pnc Financial Services Group, Inc. |
28 |
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
27 |
Simplex Trading, Llc |
27 |
Acadian Asset Management Llc |
27 |
Ubs Asset Management Americas Inc |
27 |
Us Bancorp \de\ |
27 |
Two Sigma Advisers, Lp |
27 |
Charles Schwab Investment Management Inc |
27 |
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
26 |
Nomura Holdings Inc |
26 |
American International Group, Inc. |
26 |
Creative Planning |
26 |
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
26 |
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
26 |
Two Sigma Securities, Llc |
26 |
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
26 |
XTX Topco Ltd |
26 |
Victory Capital Management Inc |
26 |
Rhumbline Advisers |
26 |
Manufacturers Life Insurance Company, The |
25 |
Qube Research & Technologies Ltd |
25 |
Legal & General Group Plc |
25 |
ExodusPoint Capital Management, LP |
25 |
Gsa Capital Partners Llp |
25 |
Nuveen Asset Management, LLC |
25 |
Prelude Capital Management, Llc |
25 |
Verition Fund Management LLC |
25 |
Captrust Financial Advisors |
25 |
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
25 |
Group One Trading, L.p. |
25 |
Squarepoint Ops LLC |
25 |
Balyasny Asset Management Llc |
25 |
Price T Rowe Associates Inc /md/ |
25 |
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
24 |
Allianz Asset Management GmbH |
24 |
Voya Investment Management Llc |
24 |
Federation des caisses Desjardins du Quebec |
24 |
Federated Hermes, Inc. |
24 |
SG Americas Securities, LLC |
24 |
Macquarie Group Ltd |
24 |
IFP Advisors, Inc |
24 |
Commonwealth Equity Services, Llc |
23 |
Cubist Systematic Strategies, LLC |
23 |
Cwm, Llc |
23 |
Sei Investments Co |
23 |
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
23 |
Walleye Capital LLC |
23 |
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
23 |
Zurcher Kantonalbank (Zurich Cantonalbank) |
23 |
California State Teachers Retirement System |
23 |
Schonfeld Strategic Advisors LLC |
23 |
Aqr Capital Management Llc |
23 |
Jump Financial, LLC |
23 |
California Public Employees Retirement System |
23 |
Strs Ohio |
23 |
Boothbay Fund Management, Llc |
23 |
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
23 |
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
23 |
Ladenburg Thalmann Financial Services Inc |
22 |
Lazard Asset Management Llc |
22 |
Ameritas Investment Partners, Inc. |
22 |
Man Group plc |
22 |
Alyeska Investment Group, L.P. |
22 |
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
22 |
Wellington Management Group Llp |
22 |
Trexquant Investment LP |
22 |
Ergoteles LLC |
22 |
Walleye Trading LLC |
22 |
Paloma Partners Management Co |
22 |
Alliancebernstein L.p. |
22 |
Panagora Asset Management Inc |
22 |
Wolverine Asset Management Llc |
22 |
Norges Bank |
21 |
Comerica Bank |
21 |
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
21 |
Driehaus Capital Management Llc |
21 |
Jefferies Group LLC |
21 |
Advisory Services Network, LLC |
21 |
Amalgamated Bank |
21 |
Parametric Portfolio Associates Llc |
21 |
Tudor Investment Corp Et Al |
21 |
Point72 Asset Management, L.P. |
21 |
Prudential Financial Inc |
21 |
Raymond James & Associates |
21 |
LPL Financial LLC |
21 |
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
21 |
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
21 |
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
21 |
Css Llc/il |
20 |
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
20 |
State Of Wisconsin Investment Board |
20 |
Capstone Investment Advisors, Llc |
20 |
Parallel Advisors, LLC |
20 |
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
20 |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
20 |
Toronto Dominion Bank |
20 |
MetLife Investment Management, LLC |
20 |
Hsbc Holdings Plc |
20 |
Northwestern Mutual Wealth Management Co |
20 |
HighTower Advisors, LLC |
20 |
PDT Partners, LLC |
20 |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
20 |
Envestnet Asset Management Inc |
20 |
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
20 |
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
20 |
Laurion Capital Management LP |
19 |
Engineers Gate Manager LP |
19 |
GWM Advisors LLC |
19 |
Calamos Advisors LLC |
19 |
Signaturefd, Llc |
19 |
IWC - iSHARES TRUST - iShares Micro-Cap ETF |
19 |
Bridgeway Capital Management Inc |
19 |
Allspring Global Investments Holdings, LLC |
19 |
EAM Investors, LLC |
19 |
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
19 |
Huntington National Bank |
19 |
American Century Companies Inc |
19 |
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
19 |
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
19 |
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
19 |
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
19 |
BlackRock Fund Advisors |
19 |
ProShare Advisors LLC |
19 |
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
19 |
Deerfield Management Company, L.p. (series C) |
19 |
Blair William & Co/il |
19 |
Hbk Investments L P |
19 |
Y-Intercept (Hong Kong) Ltd |
19 |
Wolverine Trading, Llc |
19 |
Advisor Group, Inc. |
19 |
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
19 |
Franklin Resources Inc |
19 |
Stifel Financial Corp |
19 |
Nisa Investment Advisors, Llc |
19 |
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
19 |
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
19 |
Candriam Luxembourg S.C.A. |
18 |
Royce & Associates Lp |
18 |
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
18 |
Los Angeles Capital Management Llc |
18 |
First Trust Advisors Lp |
18 |
Oxford Asset Management Llp |
18 |
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
18 |
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
18 |
State of Wyoming |
18 |
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
18 |
Hudson Bay Capital Management LP |
18 |
First Horizon Advisors, Inc. |
18 |
Quantbot Technologies LP |
18 |
Steward Partners Investment Advisory, Llc |
18 |
Raymond James Financial Inc |
18 |
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
18 |
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
18 |
Principal Financial Group Inc |
18 |
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
18 |
Sterling Capital Management LLC |
18 |
Rtw Investments, Lp |
18 |
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
18 |
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
18 |
Swiss National Bank |
18 |
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
18 |
Magnetar Financial LLC |
18 |
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
18 |
Allworth Financial LP |
18 |
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
18 |
KBC Group NV |
18 |
Lord, Abbett & Co. Llc |
18 |
Vanguard Index Funds |
18 |
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
17 |
Rockefeller Capital Management L.P. |
17 |
IWM - iSHARES TRUST - iShares Russell 2000 ETF |
17 |
O'shaughnessy Asset Management, Llc |
17 |
Point72 Hong Kong Ltd |
17 |
Perkins Capital Management Inc |
17 |
Amalgamated Financial Corp. |
17 |
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
17 |
Mirae Asset Global Investments Co., Ltd. |
17 |
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
17 |
CIBC Private Wealth Group, LLC |
17 |
Quadrant Capital Group Llc |
17 |
Ronald Blue Trust, Inc. |
17 |
Public Employees Retirement System Of Ohio |
17 |
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
17 |
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
17 |
EverSource Wealth Advisors, LLC |
17 |
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
17 |
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
17 |
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
17 |
Thrivent Financial For Lutherans |
17 |
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
17 |
Connor, Clark & Lunn Investment Management Ltd. |
17 |
PEAK6 Investments LLC |
17 |
Metropolitan Life Insurance Co/ny |
17 |
NSIDX - Northern Funds - Northern Small Cap Index Fund |
17 |
BlackRock Institutional Trust Company, N.A. |
17 |
Landscape Capital Management, L.l.c. |
17 |
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
17 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
17 |
Principal Securities, Inc. |
17 |
Profunds - Profund Vp Small-cap |
17 |
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
17 |
Profunds - Profund Vp Ultrasmall-cap |
17 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
17 |
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
17 |
Schroder Investment Management Group |
17 |
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
17 |
State Board Of Administration Of Florida Retirement System |
17 |
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
17 |
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
17 |
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
17 |
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
17 |
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
17 |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
17 |
Meeder Asset Management Inc |
17 |
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
17 |
Fifth Third Bancorp |
17 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
17 |
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
16 |
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
16 |
BlackRock Investment Management, LLC |
16 |
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
16 |
Parallax Volatility Advisers, L.P. |
16 |
IWV - iSHARES TRUST - iShares Russell 3000 ETF |
16 |
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
16 |
SBI Securities Co., Ltd. |
16 |
Caas Capital Management Lp |
16 |
Cnh Partners Llc |
16 |
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
16 |
SLPIX - Profunds - Small-cap Profund Investor Class |
16 |
Teacher Retirement System Of Texas |
16 |
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
16 |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
16 |
NEXT Financial Group, Inc |
16 |
Alpine Global Management, LLC |
16 |
AdvisorNet Financial, Inc |
16 |
Voloridge Investment Management, Llc |
16 |
Raymond James Financial Services Advisors, Inc. |
16 |
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
16 |
Caption Management, LLC |
16 |
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
16 |
Pacer Advisors, Inc. |
16 |
Great West Life Assurance Co /can/ |
16 |
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
16 |
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
16 |
Truist Financial Corp |
16 |
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
16 |
Canada Pension Plan Investment Board |
16 |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
16 |
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
16 |
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
16 |
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
16 |
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
16 |
Putnam Investments Llc |
16 |
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
16 |
Cambridge Investment Research Advisors, Inc. |
16 |
LMR Partners LLP |
16 |
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
16 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
16 |
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
16 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
16 |
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
16 |
Janus Henderson Group Plc |
16 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
16 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
16 |
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
16 |
Harbour Investments, Inc. |
16 |
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
16 |
TCI Wealth Advisors, Inc. |
16 |
Susquehanna Fundamental Investments, Llc |
16 |
FNY Investment Advisers, LLC |
16 |
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
16 |
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
16 |
Thompson Davis & Co., Inc. |
16 |
Cutler Group LP |
16 |
Dynamic Technology Lab Private Ltd |
16 |
PENN SERIES FUNDS INC - Small Cap Index Fund |
16 |
Ubs Ag |
16 |
Jennison Associates Llc |
16 |
Covestor Ltd |
16 |
Perceptive Advisors Llc |
16 |
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
16 |
Bessemer Group Inc |
16 |
Jefferies Financial Group Inc. |
16 |
Fred Alger Management, Llc |
16 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
15 |
Humankind Benefit Corp - Humankind US Stock ETF |
15 |
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
15 |
VCSLX - VALIC Co I - Small Cap Index Fund |
15 |
Neuberger Berman Group LLC |
15 |
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
15 |
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
15 |
Mackenzie Financial Corp |
15 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
15 |
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
15 |
American Portfolios Advisors |
15 |
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
15 |
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
15 |
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
15 |
BNP Paribas Asset Management Holding S.A. |
15 |
Nicholas Investment Partners, LP |
15 |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
15 |
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
15 |
Janney Montgomery Scott LLC |
15 |
Mackay Shields Llc |
15 |
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
15 |
Guggenheim Capital Llc |
15 |
Ensign Peak Advisors, Inc |
15 |
Teachers Advisors, Llc |
15 |
Guggenheim Active Allocation Fund |
15 |
Arizona State Retirement System |
15 |
Axa S.a. |
15 |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
15 |
Larson Financial Group LLC |
15 |
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF |
15 |
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
15 |
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
15 |
Gabelli Funds Llc |
15 |
Amundi |
15 |
Lindbrook Capital, Llc |
15 |
Capital Advisors, Ltd. LLC |
15 |
Healthcare Of Ontario Pension Plan Trust Fund |
15 |
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
15 |
Tiaa Cref Investment Management Llc |
15 |
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
15 |
Hartland & Co., LLC |
15 |
Glassman Wealth Services |
15 |
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
15 |
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF |
15 |
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
15 |
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
15 |
FLDFX - Meeder Funds - BALANCED FUND Retail Class |
15 |
Parkside Financial Bank & Trust |
15 |
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
15 |
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
15 |
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
15 |
Mercer Global Advisors Inc /adv |
15 |
Algert Global Llc |
15 |
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
15 |
A.R.T. Advisors, LLC |
15 |
BlackRock Advisors LLC |
15 |
Occudo Quantitative Strategies Lp |
14 |
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
14 |
Farther Finance Advisors, LLC |
14 |
Pura Vida Investments, Llc |
14 |
Bayesian Capital Management, LP |
14 |
Oppenheimer & Co Inc |
14 |
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
14 |
TD Waterhouse Canada Inc. |
14 |
Sumitomo Mitsui Trust Holdings, Inc. |
14 |
Sowell Financial Services LLC |
14 |
Private Advisor Group, LLC |
14 |
Marshall Wace North America L.P. |
14 |
Spire Wealth Management |
14 |
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
14 |
Stephens Inc /ar/ |
14 |
Geneos Wealth Management Inc. |
14 |
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
14 |
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
14 |
Bogart Wealth, LLC |
14 |
Highbridge Capital Management Llc |
14 |
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
14 |
DekaBank Deutsche Girozentrale |
14 |
Polar Asset Management Partners Inc. |
14 |
Dark Forest Capital Management Lp |
14 |
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
14 |
Centiva Capital, LP |
14 |
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
14 |
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
14 |
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
14 |
Aviva Plc |
14 |
Police & Firemen's Retirement System of New Jersey |
14 |
Cetera Advisor Networks LLC |
14 |
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
14 |
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
14 |
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
14 |
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
14 |
Cresset Asset Management, LLC |
14 |
Gilder Gagnon Howe & Co Llc |
14 |
Capital Fund Management S.a. |
14 |
Point72 Asia (Singapore) Pte. Ltd. |
14 |
Monashee Investment Management LLC |
14 |
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
14 |
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
14 |
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
14 |
BlueCrest Capital Management Ltd |
14 |
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
14 |
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
14 |
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
14 |
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
14 |
Gotham Asset Management, LLC |
14 |
Howe & Rusling Inc |
14 |
Glenmede Trust Co Na |
14 |
CI Private Wealth, LLC |
14 |
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
14 |
Intech Investment Management Llc |
14 |
Wealth Enhancement Advisory Services, Llc |
14 |
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
14 |
M&t Bank Corp |
14 |
Rothschild Investment Llc |
14 |
Penserra Capital Management LLC |
14 |
Shell Asset Management Co |
14 |
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares |
14 |
Nuveen, LLC |
14 |
Cerity Partners LLC |
14 |
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
14 |
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
14 |
Brinker Capital Investments, LLC |
14 |
SRS Capital Advisors, Inc. |
14 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
14 |
Maven Securities LTD |
14 |
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
14 |
Corton Capital Inc. |
14 |
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
14 |
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
14 |
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
14 |
Castleark Management Llc |
13 |
Ellevest, Inc. |
13 |
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
13 |
Manchester Capital Management LLC |
13 |
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
13 |
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
13 |
Versant Capital Management, Inc |
13 |
Sculptor Capital LP |
13 |
HAP Trading, LLC |
13 |
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
13 |
Martingale Asset Management L P |
13 |
Natixis |
13 |
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
13 |
Daiwa Securities Group Inc. |
13 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
13 |
Aquatic Capital Management LLC |
13 |
Valeo Financial Advisors, LLC |
13 |
OMERS ADMINISTRATION Corp |
13 |
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
13 |
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
13 |
FORA Capital, LLC |
13 |
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
13 |
Private Trust Co Na |
13 |
Clearbridge Investments, LLC |
13 |
Virginia Retirement Systems Et Al |
13 |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
13 |
Brevan Howard Capital Management LP |
13 |
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
13 |
Atom Investors LP |
13 |
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
13 |
Caitong International Asset Management Co., Ltd |
13 |
Point72 (DIFC) Ltd |
13 |
BerganKDV Wealth Management, LLC |
13 |
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
13 |
Jones Financial Companies Lllp |
13 |
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
13 |
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) |
13 |
Assetmark, Inc |
13 |
Twinbeech Capital Lp |
13 |
Corebridge Financial, Inc. |
13 |
Bank Of Nova Scotia |
13 |
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
13 |
Quest Partners LLC |
13 |
Kcg Holdings, Inc. |
13 |
NSGRX - Northern Funds - Northern Small Cap Core Fund |
13 |
Principal Funds Inc |
13 |
First Republic Investment Management, Inc. |
13 |
Global Retirement Partners, LLC |
13 |
Old Mission Capital Llc |
13 |
Mariner, LLC |
13 |
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
13 |
Winton Capital Group Ltd |
13 |
Oppenheimer Asset Management Inc. |
13 |
Skandinaviska Enskilda Banken AB (publ) |
13 |
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
13 |
Coldstream Capital Management Inc |
13 |
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
13 |
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
13 |
ClariVest Asset Management LLC |
13 |
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
13 |
National Bank Of Canada /fi/ |
13 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
13 |
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
13 |
First Hawaiian Bank |
13 |
GAMMA Investing LLC |
13 |
State of New Jersey Common Pension Fund D |
13 |
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
13 |
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
13 |
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
13 |
Massmutual Trust Co Fsb/adv |
13 |
Arrowstreet Capital, Limited Partnership |
12 |
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
12 |
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
12 |
Public Employees Retirement Association Of Colorado |
12 |
Aigen Investment Management, Lp |
12 |
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
12 |
Graham Capital Management, L.P. |
12 |
Pathstone Family Office, Llc |
12 |
Teachers Retirement System Of The State Of Kentucky |
12 |
Nordea Investment Management Ab |
12 |
Loomis Sayles & Co L P |
12 |
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
12 |
Advanced Series Trust - Ast Advanced Strategies Portfolio |
12 |
Belpointe Asset Management LLC |
12 |
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
12 |
Resources Investment Advisors, LLC. |
12 |
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
12 |
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
12 |
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
12 |
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
12 |
Assenagon Asset Management S.A. |
12 |
AE Wealth Management LLC |
12 |
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
12 |
Harvest Fund Management Co., Ltd |
12 |
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
12 |
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
12 |
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
12 |
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
12 |
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
12 |
Td Asset Management Inc |
12 |
United Services Automobile Association |
12 |
Compagnie Lombard Odier SCmA |
12 |
Handelsbanken Fonder AB |
12 |
Skopos Labs, Inc. |
12 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
12 |
True Wealth Design, LLC |
12 |
Casdin Capital, LLC |
12 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
12 |
Institutional & Family Asset Management, Llc |
12 |
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
12 |
Nomura Asset Management Co Ltd |
12 |
EntryPoint Capital, LLC |
12 |
D.a. Davidson & Co. |
12 |
Venturi Wealth Management, LLC |
12 |
IBB - iSHARES TRUST - iShares Nasdaq Biotechnology ETF |
12 |
Jacobs Levy Equity Management, Inc |
12 |
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
12 |
Element Capital Management Llc |
12 |
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
12 |
Advisors Asset Management, Inc. |
12 |
Spark Investment Management LLC |
12 |
Whittier Trust Co |
12 |
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
12 |
Universal- Beteiligungs- und Servicegesellschaft mbH |
12 |
Ground Swell Capital, LLC |
12 |
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
12 |
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
12 |
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
12 |
BTEC - Principal Exchange-Traded Funds - Principal Healthcare Innovators Index ETF |
12 |
Farallon Capital Management Llc |
12 |
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
12 |
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
12 |
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
12 |
Newbridge Financial Services Group, Inc. |
12 |
Gradient Investments LLC |
12 |
C M Bidwell & Associates Ltd |
12 |
Vident Investment Advisory, LLC |
12 |
Picton Mahoney Asset Management |
12 |
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
12 |
Sofos Investments, Inc. |
12 |
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
12 |
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
12 |
Globeflex Capital L P |
12 |
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
12 |
Fox Run Management, L.l.c. |
12 |
PTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Healthcare Momentum ETF |
12 |
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
12 |
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
12 |
Ancora Advisors, LLC |
12 |
MAI Capital Management |
12 |
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
12 |
Nationwide Fund Advisors |
12 |
Aperio Group, LLC |
12 |
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
12 |
Cinctive Capital Management LP |
12 |
Piedmont Investment Advisors Llc |
12 |
Soleus Capital Management, L.P. |
12 |
State Farm Mutual Fund Trust |
11 |
CoreCap Advisors, LLC |
11 |
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
11 |
Migdal Insurance & Financial Holdings Ltd. |
11 |
Flagship Harbor Advisors, Llc |
11 |
Hillsdale Investment Management Inc. |
11 |
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
11 |
QS Investors, LLC |
11 |
Zacks Investment Management |
11 |
State Farm Variable Product Trust |
11 |
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
11 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
11 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
11 |
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
11 |
Smartleaf Asset Management LLC |
11 |
NOSGX - Northern Funds - Northern Small Cap Value Fund |
11 |
CIBC World Markets Inc. |
11 |
Weiss Multi-Strategy Advisers LLC |
11 |
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
11 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
11 |
Caxton Associates Lp |
11 |
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
11 |
Pictet Asset Management Ltd |
11 |
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
11 |
Koshinski Asset Management, Inc. |
11 |
Macroview Investment Management Llc |
11 |
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
11 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
11 |
Kornitzer Capital Management Inc /ks |
11 |
Segall Bryant & Hamill, Llc |
11 |
Silvercrest Asset Management Group Llc |
11 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
11 |
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
11 |
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
11 |
First Manhattan Co |
11 |
Headlands Technologies LLC |
11 |
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
11 |
Klp Kapitalforvaltning As |
11 |
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
11 |
Amundi Pioneer Asset Management Inc |
11 |
Total Clarity Wealth Management, Inc. |
11 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
11 |
Eagle Asset Management Inc |
11 |
Allianzgi Diversified Income & Convertible Fund |
11 |
UMA Financial Services, Inc. |
11 |
Campbell & CO Investment Adviser LLC |
11 |
Baird Financial Group, Inc. |
11 |
Baker Bros. Advisors Lp |
11 |
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
11 |
Mutual Of America Capital Management Llc |
11 |
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
11 |
Hm Payson & Co |
11 |
Seven Eight Capital, Lp |
11 |
Woodline Partners LP |
11 |
Wedbush Securities Inc |
11 |
Quarry LP |
11 |
Cadence Capital Management Llc |
11 |
Nikko Asset Management Americas, Inc. |
11 |
Stratos Wealth Partners, LTD. |
11 |
Pearl River Capital, LLC |
11 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
11 |
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
11 |
Evoke Wealth, Llc |
11 |
Massachusetts Financial Services Co /ma/ |
11 |
Banque Cantonale Vaudoise |
11 |
Granahan Investment Management Inc/ma |
11 |
Benjamin F. Edwards & Company, Inc. |
11 |
Millrace Asset Group, Inc. |
11 |
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
11 |
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
11 |
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
11 |
Acrospire Investment Management LLC |
11 |
Elequin Capital Lp |
11 |
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
11 |
ARK Investment Management LLC |
11 |
EAM Global Investors LLC |
11 |
Gabelli Healthcare & Wellnessrx Trust |
11 |
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
11 |
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
11 |
PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
11 |
Berman Capital Advisors, LLC |
11 |
Quantamental Technologies LLC |
11 |
Winslow, Evans & Crocker, Inc. |
11 |
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
11 |
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
11 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
11 |
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
11 |
Proficio Capital Partners LLC |
11 |
Altshuler Shaham Ltd |
11 |
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
11 |
Nebula Research & Development LLC |
11 |
Clear Street Markets Llc |
11 |
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
11 |
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
11 |
M&g Investment Management Ltd |
11 |
Rehmann Capital Advisory Group |
11 |
Credit Agricole S A |
11 |
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
11 |
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
11 |
Bogle Investment Management L P /de/ |
11 |
IEHS - iShares U.S. ETF Trust - iShares Evolved U.S. Healthcare Staples ETF |
11 |
Brown Advisory Inc |
11 |
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
11 |
Gemmer Asset Management LLC |
11 |
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
11 |
Toth Financial Advisory Corp |
11 |
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
11 |
BRYN MAWR TRUST Co |
11 |
International Assets Investment Management, Llc |
11 |
Alphacrest Capital Management Llc |
11 |
RidgeWorth Capital Management LLC |
11 |
Hantz Financial Services, Inc. |
11 |
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
11 |
Bellevue Group AG |
11 |
Cowen And Company, Llc |
11 |
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
11 |
Bridgefront Capital, LLC |
11 |
Townsquare Capital Llc |
11 |
Moore Capital Management, Lp |
11 |
Commerce Bank |
11 |
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
11 |
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
10 |
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
10 |
Tfs Capital Llc |
10 |
Jnl Variable Fund Llc - Jnl/mellon Healthcare Sector Fund (a) |
10 |
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
10 |
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
10 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
10 |
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
10 |
Diametric Capital, LP |
10 |
Colony Group, LLC |
10 |
Concord Wealth Partners |
10 |
RBB FUND, INC. - Adara Smaller Companies Fund |
10 |
Tcwp Llc |
10 |
Vontobel Holding Ltd. |
10 |
Salem Investment Counselors Inc |
10 |
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
10 |
Rise Advisors, LLC |
10 |
Asset Management One Co., Ltd. |
10 |
Fuller & Thaler Asset Management, Inc. |
10 |
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
10 |
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
10 |
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
10 |
Assured Investment Management LLC |
10 |
Sherbrooke Park Advisers Llc |
10 |
Alambic Investment Management, L.P. |
10 |
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
10 |
Baldwin Brothers Inc/ma |
10 |
NumerixS Investment Technologies Inc |
10 |
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
10 |
Advisory Research Inc |
10 |
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
10 |
Numeric Investors Llc |
10 |
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
10 |
First Light Asset Management, LLC |
10 |
GPS Wealth Strategies Group, LLC |
10 |
Focused Wealth Management, Inc |
10 |
CAPROCK Group, Inc. |
10 |
Archer Investment Corp |
10 |
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
10 |
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
10 |
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
10 |
Essex Investment Management Co Llc |
10 |
Kestra Private Wealth Services, Llc |
10 |
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
10 |
Kestra Advisory Services, LLC |
10 |
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
10 |
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
10 |
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
10 |
Catalyst Capital Advisors LLC |
10 |
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
10 |
Hussman Strategic Advisors, Inc. |
10 |
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
10 |
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
10 |
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
10 |
Cetera Investment Advisers |
10 |
Advanced Series Trust - Ast Small-cap Growth Portfolio |
10 |
BlackRock Group LTD |
10 |
Profund Advisors Llc |
10 |
Steward Financial Group LLC |
10 |
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
10 |
ICVT - iSHARES TRUST - iShares Convertible Bond ETF |
10 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
10 |
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
10 |
Brookfield Asset Management Inc. |
10 |
Capital Performance Advisors Llp |
10 |
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
10 |
Sectoral Asset Management Inc |
10 |
Asset Dedication, LLC |
10 |
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
10 |
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
10 |
Ieq Capital, Llc |
10 |
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
10 |
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
10 |
Exchange Traded Concepts, Llc |
10 |
Sigma Planning Corp |
10 |
Bell Investment Advisors, Inc |
10 |
PineBridge Investments, L.P. |
10 |
Capital Impact Advisors, LLC |
10 |
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
10 |
Palisade Capital Management Llc/nj |
10 |
Brown Brothers Harriman & Co |
10 |
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
10 |
Van Eck Associates Corp |
10 |
MUFG Americas Holdings Corp |
10 |
ORG Partners LLC |
10 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
10 |
Dupont Capital Management Corp |
10 |
Scotia Capital Inc. |
10 |
Stephens Consulting, LLC |
10 |
Gts Securities Llc |
10 |
Rafferty Asset Management, LLC |
10 |
Linden Advisors Lp |
10 |
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
10 |
Adage Capital Partners Gp, L.l.c. |
10 |
Harbor Investment Advisory, Llc |
10 |
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
10 |
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares |
10 |
Kennedy Capital Management, Inc. |
10 |
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
10 |
Toroso Investments, LLC |
10 |
Mml Investors Services, Llc |
10 |
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
10 |
Fisher Asset Management, LLC |
10 |
Money Concepts Capital Corp |
10 |
Wealthcare Advisory Partners LLC |
10 |
Highland Capital Management Lp |
10 |
Scientech Research LLC |
10 |
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
10 |
Orion Portfolio Solutions, LLC |
10 |
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
10 |
Whittier Trust Co Of Nevada Inc |
10 |
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
10 |
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
10 |
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
10 |
Etf Managers Group, Llc |
10 |
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF |
10 |
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
10 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
10 |
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
10 |
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
10 |
Sandy Spring Bank |
10 |
Pictet Asset Management Holding SA |
10 |
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
10 |
Jfs Wealth Advisors, Llc |
10 |
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
10 |
Coppell Advisory Solutions LLC |
10 |
Natixis Advisors, L.p. |
10 |
Empowered Funds, LLC |
10 |
Polar Capital LLP |
10 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
10 |
Sunbelt Securities, Inc. |
10 |
Pentwater Capital Management LP |
10 |
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
10 |
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
10 |
Quent Capital, LLC |
9 |
First Mercantile Trust Co |
9 |
Lombard Odier Asset Management (Switzerland) SA |
9 |
Gamco Investors, Inc. Et Al |
9 |
Colonial Trust Co / SC |
9 |
Brewin Dolphin Ltd |
9 |
Bokf, Na |
9 |
Pathstone Holdings, LLC |
9 |
Virtus Investment Advisers, Inc. |
9 |
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
9 |
Snowden Capital Advisors LLC |
9 |
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
9 |
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
9 |
Allianzgi Equity & Convertible Income Fund |
9 |
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
9 |
Braidwell Lp |
9 |
Readystate Asset Management Lp |
9 |
Lombard Odier Asset Management (USA) Corp |
9 |
Adirondack Trust Co |
9 |
Point72 Middle East FZE |
9 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
9 |
Endurant Capital Management LP |
9 |
Ameritas Advisory Services, LLC |
9 |
Harbor Capital Advisors, Inc. |
9 |
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
9 |
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
9 |
Fiera Capital Corp |
9 |
Quadrature Capital Ltd |
9 |
Baillie Gifford & Co |
9 |
Cullen/frost Bankers, Inc. |
9 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
9 |
Cetera Advisors LLC |
9 |
Nantahala Capital Management, LLC |
9 |
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
9 |
ArrowMark Colorado Holdings LLC |
9 |
Meridian Wealth Partners, LLC |
9 |
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
9 |
Altium Capital Management LP |
9 |
Innealta Capital, Llc |
9 |
Zebra Capital Management LLC |
9 |
Sargent Bickham Lagudis LLC |
9 |
Continuum Advisory, LLC |
9 |
Mount Yale Investment Advisors, LLC |
9 |
Ci Investments Inc. |
9 |
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
9 |
Smith Asset Management Group Lp |
9 |
Xact Kapitalforvaltning AB |
9 |
Advent Claymore Convertible Securities & Income Fund |
9 |
Versor Investments LP |
9 |
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB |
9 |
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
9 |
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
9 |
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
9 |
Tradition Wealth Management, LLC |
9 |
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
9 |
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
9 |
Umb Bank N A/mo |
9 |
Swedbank AB |
9 |
Parian Global Management LP |
9 |
Summit Global Investments |
9 |
Xponance, Inc. |
9 |
Twin Peaks Wealth Advisors, LLC |
9 |
Eaton Vance Management |
9 |
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
9 |
Fortitude Family Office, LLC |
9 |
Fieldpoint Private Securities, LLC |
9 |
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV |
9 |
Russell Frank Co/ |
9 |
Arkadios Wealth Advisors |
9 |
Pinz Capital Management, LP |
9 |
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
9 |
Stanley-Laman Group, Ltd. |
9 |
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
9 |
Wipfli Financial Advisors Llc, |
9 |
Hemington Wealth Management |
9 |
Valley National Advisers Inc |
9 |
FinTrust Capital Advisors, LLC |
9 |
Pictet Asset Management Sa |
9 |
Standard Life Aberdeen plc |
9 |
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
9 |
Ssi Investment Management Llc |
9 |
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
9 |
Centaurus Financial, Inc. |
9 |
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
9 |
SG3 Management, LLC |
9 |
Zweig-DiMenna Associates LLC |
9 |
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
9 |
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
9 |
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
9 |
Savant Capital, LLC |
9 |
Prospera Financial Services Inc |
9 |
Gabelli Equity Trust Inc |
9 |
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
9 |
Public Sector Pension Investment Board |
9 |
Edmond De Rothschild Holding S.a. |
9 |
Global Financial Private Client, LLC |
9 |
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF |
9 |
Sound Income Strategies, LLC |
9 |
Next Century Growth Investors Llc |
9 |
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
9 |
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A |
9 |
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A |
9 |
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
9 |
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
9 |
Duality Advisers, Lp |
9 |
ARKG - Ark ETF Trust - ARK Genomic Revolution ETF |
9 |
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
9 |
Everence Capital Management Inc |
9 |
Quantinno Capital Management LP |
9 |
Creative Financial Designs Inc /adv |
9 |
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
9 |
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
9 |
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
9 |
Tocqueville Asset Management L.p. |
9 |
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I |
9 |
State Of Michigan Retirement System |
9 |
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
9 |
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
9 |
Atria Investments Llc |
9 |
Disciplined Investments, LLC |
9 |
Erste Asset Management GmbH |
9 |
HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF |
9 |
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
9 |
Aster Capital Management (DIFC) Ltd |
9 |
First Quadrant L P/ca |
9 |
Illinois Municipal Retirement Fund |
9 |
AllianzGI Artificial Intelligence & Technology Opportunities Fund |
9 |
Baader Bank INC |
9 |
Bridgewater Associates, LP |
9 |
EKG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Nasdaq Lux Digital Health Solutions ETF |
9 |
Virtus ETF Advisers LLC |
9 |
Twin Tree Management, LP |
9 |
Cibc World Markets Corp |
9 |
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
9 |
Edgestream Partners, L.P. |
9 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
9 |
Ubs Oconnor Llc |
9 |
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
8 |
China Universal Asset Management Co., Ltd. |
8 |
Financial Advocates Investment Management |
8 |
Alpha Paradigm Partners, LLC |
8 |
James Investment Research Inc |
8 |
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
8 |
LABU - Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bull 3X Shares Direxion Daily S&P Biotech Bull 3X Shares |
8 |
RSSL - Global X Funds - Global X Russell 2000 ETF |
8 |
Strategic Wealth Partners, Ltd. |
8 |
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
8 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
8 |
Royce Value Trust Inc |
8 |
Mitsubishi UFJ Trust & Banking Corp |
8 |
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
8 |
Carolinas Wealth Consulting Llc |
8 |
nVerses Capital, LLC |
8 |
Sawtooth Solutions, LLC |
8 |
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
8 |
SJS Investment Consulting Inc. |
8 |
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
8 |
Citizens Financial Group Inc/ri |
8 |
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
8 |
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
8 |
Polar Capital Holdings Plc |
8 |
Allred Capital Management, LLC |
8 |
Diversified Trust Co |
8 |
Baker Avenue Asset Management, LP |
8 |
Bailard, Inc. |
8 |
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A |
8 |
SECOR Capital Advisors, LP |
8 |
Interchange Capital Partners, LLC |
8 |
Graticule Asia Macro Advisors LLC |
8 |
Park Place Capital Corp |
8 |
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
8 |
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
8 |
Kistler-Tiffany Companies, LLC |
8 |
Farmers & Merchants Investments Inc |
8 |
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
8 |
Cornerstone Capital Management Holdings Llc. |
8 |
Sabby Management, Llc |
8 |
Lee Financial Co |
8 |
Private Capital Group, LLC |
8 |
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
8 |
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
8 |
Financial Architects, Inc |
8 |
Weiss Asset Management LP |
8 |
Teton Advisors, Inc. |
8 |
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
8 |
Convergence Investment Partners, LLC |
8 |
Glen Eagle Advisors, LLC |
8 |
BlackRock Japan Co. Ltd |
8 |
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
8 |
Tiaa-cref Funds |
8 |
Rialto Wealth Management, LLC |
8 |
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF |
8 |
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A |
8 |
Asymmetry Capital Management, L.P. |
8 |
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
8 |
Bay Harbor Wealth Management, LLC |
8 |
NinePointTwo Capital |
8 |
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
8 |
Baystate Wealth Management LLC |
8 |
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
8 |
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
8 |
Tekla Capital Management LLC |
8 |
XBI - SPDR SERIES TRUST - SPDR(R) S&P(R) Biotech ETF |
8 |
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
8 |
Teza Capital Management LLC |
8 |
BlackRock Health Sciences Trust II |
8 |
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
8 |
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
8 |
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
8 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
8 |
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
8 |
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB |
8 |
Tfs Capital Investment Trust |
8 |
Alps Advisors Inc |
8 |
Kepos Capital LP |
8 |
Mather Group, Llc. |
8 |
Freestone Capital Holdings, LLC |
8 |
Great Lakes Advisors, Llc |
8 |
Jacobi Capital Management LLC |
8 |
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
8 |
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
8 |
Ibex Investors LLC |
8 |
Keybank National Association/oh |
8 |
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
8 |
Ellington Management Group Llc |
8 |
Chartwell Investment Partners, Llc |
8 |
AIEQ - ETF Managers Trust - AI Powered Equity ETF |
8 |
Tcw Group Inc |
8 |
Aristeia Capital Llc |
8 |
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc. |
8 |
Plante Moran Financial Advisors, LLC |
8 |
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
8 |
Jupiter Asset Management Ltd |
8 |
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
8 |
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A |
8 |
Bamco Inc /ny/ |
8 |
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
8 |
Rsm Us Wealth Management Llc |
8 |
DeepCurrents Investment Group LLC |
8 |
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
8 |
Itau Unibanco Holding S.A. |
8 |
CVA Family Office, LLC |
8 |
Spouting Rock Asset Management, LLC |
8 |
Catalyst Funds Management Pty Ltd |
8 |
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
8 |
Brinker Capital Inc |
8 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
8 |
Atika Capital Management LLC |
8 |
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
8 |
Emerald Acquisition Ltd. |
8 |
Bank Julius Baer & Co. Ltd, Zurich |
8 |
Boston Advisors Llc |
8 |
Activest Wealth Management |
8 |
John Hancock Funds II - Health Sciences Fund Class NAV |
8 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I |
8 |
CENTRAL TRUST Co |
8 |
JustInvest LLC |
8 |
Raymond James Trust N.a. |
8 |
MUFG Securities EMEA plc |
8 |
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio |
8 |
R Squared Ltd |
8 |
Mirabella Financial Services Llp |
8 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
8 |
Eudaimonia Partners, LLC |
8 |
Waddell & Reed Financial Inc |
8 |
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
8 |
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A |
8 |
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
8 |
Abound Wealth Management |
8 |
Johnson Financial Group, Inc. |
8 |
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
8 |
North Star Investment Management Corp. |
8 |
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
8 |
Alberta Investment Management Corp |
8 |
Emerald Mutual Fund Advisers Trust |
8 |
Robeco Institutional Asset Management B.V. |
8 |
Key FInancial Inc |
8 |
State of Alaska, Department of Revenue |
8 |
HighMark Wealth Management LLC |
8 |
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
8 |
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
8 |
VCHSX - VALIC Co I - Health Sciences Fund |
8 |
683 Capital Management, LLC |
8 |
Lisanti Capital Growth, LLC |
8 |
Verus Capital Partners, Llc |
8 |
Ajo, Lp |
8 |
State of Tennessee, Treasury Department |
8 |
Granite Investment Partners, LLC |
8 |
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N |
8 |
Crewe Advisors LLC |
8 |
Trustcore Financial Services, Llc |
8 |
Pier Capital, LLC |
8 |
Riverview Trust Co |
8 |
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
8 |
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
8 |
MCF Advisors LLC |
8 |
Eventide Asset Management, Llc |
8 |
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
8 |
BlackRock ETF Trust - BlackRock Future Health ETF |
8 |
Founders Financial Alliance, LLC |
8 |
Weld Capital Management Llc |
8 |
Seacrest Wealth Management, Llc |
8 |
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
8 |
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
8 |
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
8 |
Venture Visionary Partners LLC |
8 |
SOUTH STATE Corp |
8 |
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
8 |
Legato Capital Management LLC |
8 |
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class |
8 |
E Fund Management Co., Ltd. |
8 |
Maryland State Retirement & Pension System |
8 |
Synovus Financial Corp |
8 |
HEAL - Global X Funds - Global X Telemedicine & Digital Health ETF |
8 |
Agf Management Ltd |
8 |
RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A |
8 |
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
8 |
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
8 |
Delpha Capital Management, Llc |
8 |
Capital Asset Advisory Services LLC |
8 |
National Asset Management, Inc. |
8 |
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
8 |
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
8 |
Nbc Securities, Inc. |
8 |
FIL Ltd |
8 |
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
8 |
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
8 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
8 |
Blueshift Asset Management, LLC |
8 |
Knights of Columbus Asset Advisors LLC |
8 |
Cornerstone Planning Group LLC |
8 |
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
8 |
Tekla Healthcare Investors |
8 |
CIBC Asset Management Inc |
8 |
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
8 |
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
8 |
Stonepine Capital Management, LLC |
8 |
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
8 |
Sutton Wealth Advisors Inc. |
7 |
Avantax Advisory Services, Inc. |
7 |
Ameritas Investment Corp |
7 |
Zions Bancorporation, N.A. |
7 |
Apollon Wealth Management, LLC |
7 |
Cary Street Partner Investment Advisory Llc |
7 |
Nkcfo Llc |
7 |
Truvestments Capital Llc |
7 |
Foundations Investment Advisors, LLC |
7 |
CX Institutional |
7 |
Weiss Strategic Interval Fund |
7 |
Integrated Wealth Concepts LLC |
7 |
Cvi Holdings, Llc |
7 |
Prime Capital Investment Advisors, LLC |
7 |
Avestar Capital, LLC |
7 |
Summit Trail Advisors, Llc |
7 |
CWM Advisors, LLC |
7 |
Merit Financial Group, LLC |
7 |
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
7 |
MYDA Advisors LLC |
7 |
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
7 |
Eversept Partners, LP |
7 |
Tibra Equities Europe Ltd |
7 |
Claraphi Advisory Network, LLC |
7 |
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
7 |
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
7 |
Tekla Healthcare Opportunities Fund |
7 |
PENN SERIES FUNDS INC - International Equity Fund |
7 |
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
7 |
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
7 |
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
7 |
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
7 |
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A |
7 |
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
7 |
Calamos Dynamic Convertible & Income Fund |
7 |
Calamos Convertible & High Income Fund |
7 |
Calamos Convertible Opportunities & Income Fund |
7 |
Calamos Global Total Return Fund |
7 |
Calamos Global Dynamic Income Fund |
7 |
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
7 |
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
7 |
VDAFX - VALIC Co I - Dynamic Allocation Fund |
7 |
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
7 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
7 |
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares |
7 |
EBI - RBB Fund Trust - Longview Advantage ETF |
7 |
Prosight Management, LP |
7 |
Champlain Investment Partners, LLC |
7 |
Kayne Anderson Rudnick Investment Management Llc |
7 |
Albion Financial Group /ut |
7 |
Agf Investments Inc. |
7 |
Inceptionr Llc |
7 |
Axq Capital, Lp |
7 |
Bleakley Financial Group, LLC |
7 |
Redwood Wealth Management Group, LLC |
7 |
Axxcess Wealth Management, Llc |
7 |
DAACX - Adviser Managed Trust - Diversified Equity Fund |
7 |
United Capital Financial Advisers, Llc |
7 |
Artisan Partners Limited Partnership |
7 |
Householder Group Estate & Retirement Specialist, LLC |
7 |
Pittenger & Anderson Inc |
7 |
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
7 |
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
7 |
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
7 |
Raleigh Capital Management Inc. |
7 |
HealthCor Management, L.P. |
7 |
Delphia (USA) Inc. |
7 |
Gf Fund Management Co. Ltd. |
7 |
Confluence Wealth Services, Inc. |
7 |
Orbimed Advisors Llc |
7 |
Cornercap Investment Counsel Inc |
7 |
Wetherby Asset Management Inc |
7 |
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
7 |
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
7 |
GAM Holding AG |
7 |
Quantitative Investment Management, LLC |
7 |
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
7 |
Anson Funds Management LP |
7 |
IndexIQ Advisors LLC |
7 |
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A |
7 |
Parkwood LLC |
7 |
Stonebridge Capital Advisors LLC |
7 |
Optiver Holding B.V. |
7 |
Banque Pictet & Cie Sa |
7 |
Hood River Capital Management LLC |
7 |
Alpha DNA Investment Management LLC |
7 |
Axiom International Investors Llc /de |
7 |
Wolff Wiese Magana Llc |
7 |
WealthTrak Capital Management LLC |
7 |
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund |
7 |
Stevens Capital Management Lp |
7 |
Texas Permanent School Fund |
7 |
Hexagon Capital Partners LLC |
7 |
Jackson Creek Investment Advisors LLC |
7 |
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
7 |
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
7 |
Reilly Financial Advisors, Llc |
7 |
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
7 |
Parkworth Wealth Management, Inc. |
7 |
Airain ltd |
7 |
Eqis Capital Management, Inc. |
7 |
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class |
7 |
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
7 |
Thompson Siegel & Walmsley Llc |
7 |
Heck Capital Advisors, LLC |
7 |
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund |
7 |
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
7 |
FNY Managed Accounts LLC |
7 |
BI Asset Management Fondsmaeglerselskab A/S |
7 |
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
7 |
Tradewinds Capital Management, LLC |
7 |
PSI Advisors, LLC |
7 |
Louisiana State Employees Retirement System |
7 |
Advent Capital Management /de/ |
7 |
Atticus Wealth Management, Llc |
7 |
Regal Investment Advisors LLC |
7 |
NewSquare Capital LLC |
7 |
Mizuho Securities Usa Llc |
7 |
GIMFX - GMO TRUST - GMO Implementation Fund |
7 |
Mason Street Advisors, Llc |
7 |
Brighton Jones Llc |
7 |
Davy Global Fund Management Ltd |
7 |
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A |
7 |
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A |
7 |
Sanctuary Advisors, LLC |
7 |
Oregon Public Employees Retirement Fund |
7 |
Hanseatic Management Services Inc |
7 |
Trust Co Of Vermont |
7 |
Tfo-tdc, Llc |
7 |
Spot Trading L.L.C |
7 |
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
7 |
GNOM - Global X Funds - Global X Genomics & Biotechnology ETF |
7 |
New York State Teachers Retirement System |
7 |
GW&K Investment Management, LLC |
7 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
7 |
Chevy Chase Trust Holdings, Inc. |
7 |
PWS - Pacer Funds Trust - Pacer WealthShield ETF |
7 |
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A |
7 |
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A |
7 |
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 |
7 |
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
7 |
Krilogy Financial LLC |
7 |
Old National Bancorp /in/ |
7 |
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I |
7 |
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A |
7 |
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I |
7 |
ETRADE Capital Management LLC |
7 |
Boussard & Gavaudan Investment Management LLP |
7 |
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
7 |
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
7 |
Montag A & Associates Inc |
7 |
Sonora Investment Management, LLC |
7 |
LS Investment Advisors, LLC |
7 |
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
7 |
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
7 |
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
7 |
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
7 |
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
7 |
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
7 |
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
7 |
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
7 |
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class |
7 |
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
7 |
PEAK6 Investments, L.P. |
7 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
7 |
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
7 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
7 |
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
7 |
Sequoia Financial Advisors, LLC |
7 |
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
7 |
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
7 |
Ardsley Advisory Partners Lp |
7 |
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A |
7 |
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A |
7 |
WealthPLAN Partners, LLC |
7 |
JNBA Financial Advisors |
7 |
Grove Bank & Trust |
7 |
FDx Advisors, Inc. |
7 |
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
7 |
Gerber Kawasaki Wealth & Investment Management |
7 |
Groupama Asset Managment |
7 |
Entropy Technologies, LP |
7 |
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
7 |
AMP Capital Investors Ltd |
7 |
NorthRock Partners, LLC |
7 |
Hancock Whitney Corp |
7 |
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
7 |
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
7 |
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
7 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
7 |
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
7 |
IHF - iSHARES TRUST - iShares U.S. Healthcare Providers ETF |
7 |
Redmile Group, LLC |
7 |
Petrus Trust Company, LTA |
7 |
HFM Investment Advisors, LLC |
7 |
PFM Health Sciences, LP |
7 |
Lombard Odier Asset Management (Europe) Ltd |
7 |
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
7 |
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
7 |
Westpac Banking Corp |
7 |
Sio Capital Management, LLC |
7 |
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
7 |
Deere & Co |
7 |
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
7 |
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
7 |
Tiverton Asset Management Llc |
7 |
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 |
7 |
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
7 |
Sachetta, LLC |
7 |
Wealthspire Advisors, L.P. |
7 |
Private Wealth Management Group, LLC |
7 |
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
7 |
FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
7 |
Harbour Capital Advisors, LLC |
7 |
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
7 |
DiNuzzo Private Wealth, Inc. |
7 |
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund |
7 |
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
7 |
Park West Asset Management LLC |
7 |
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity |
7 |
Vanguard World Fund |
7 |
XHS - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Services ETF |
7 |
College Retirement Equities Fund |
7 |
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
7 |
Glen Harbor Capital Management LLC |
7 |
Meadow Creek Investment Management LLC |
7 |
Patriot Financial Group Insurance Agency, LLC |
7 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
7 |
MARSHALL WACE ASIA Ltd |
7 |
Lido Advisors, LLC |
7 |
Adalta Capital Management LLC |
7 |
Lsv Asset Management |
7 |
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
7 |
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
7 |
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
7 |
Crossmark Global Holdings, Inc. |
7 |
Wexford Capital Lp |
7 |
Spearhead Capital Advisors, Llc |
7 |
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
7 |
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
7 |
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class |
7 |
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
7 |
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
7 |
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
7 |
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
7 |
Camber Capital Management LP |
7 |
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
7 |
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
7 |
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
7 |
Avion Wealth |
7 |
Leap Investments Lp |
7 |
Benjamin Edwards Inc |
7 |
Vestmark Advisory Solutions, Inc. |
7 |
Golden State Wealth Management, LLC |
7 |
Shaolin Capital Management LLC |
7 |
Comerica Securities,inc. |
7 |
Prestige Wealth Management Group LLC |
7 |
Liberty Wealth Management Llc |
7 |
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
7 |
Suntrust Banks Inc |
7 |
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
7 |
Harvest Investment Services, LLC |
7 |
Ostrum Asset Management |
7 |
Neo Ivy Capital Management |
7 |
Optimum Investment Advisors |
6 |
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
6 |
Resources Management Corp /ct/ /adv |
6 |
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
6 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
6 |
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
6 |
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
6 |
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
6 |
Maverick Capital Ltd |
6 |
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
6 |
tru Independence LLC |
6 |
Redwood Investments, LLC |
6 |
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
6 |
Treasurer of the State of North Carolina |
6 |
AWM Investment Company, Inc. |
6 |
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
6 |
Mazama Capital Management Inc |
6 |
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
6 |
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
6 |
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
6 |
LRI Investments, LLC |
6 |
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
6 |
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
6 |
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class |
6 |
Icon Wealth Partners, LLC |
6 |
Signet Financial Management, Llc |
6 |
Beaird Harris Wealth Management, LLC |
6 |
Employees Retirement System of Texas |
6 |
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
6 |
Parisi Gray Wealth Management |
6 |
Atria Wealth Solutions, Inc. |
6 |
IWB - iSHARES TRUST - iShares Russell 1000 ETF |
6 |
Suvretta Capital Management, Llc |
6 |
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
6 |
Frontier Capital Management Co Llc |
6 |
Pinnacle Wealth Planning Services, Inc. |
6 |
Carillon Tower Advisers, Inc. |
6 |
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
6 |
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
6 |
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A |
6 |
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
6 |
Yorktown Management & Research Co Inc |
6 |
Belvedere Trading LLC |
6 |
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
6 |
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia |
6 |
Fort Washington Investment Advisors Inc /oh/ |
6 |
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
6 |
Van Hulzen Asset Management, LLC |
6 |
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
6 |
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
6 |
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
6 |
Oliver Lagore Vanvalin Investment Group |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class |
6 |
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
6 |
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
6 |
Westwood Holdings Group Inc |
6 |
JHMH - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Healthcare ETF |
6 |
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
6 |
Mckinley Capital Management Llc /delaware |
6 |
Parametrica Management Ltd |
6 |
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class |
6 |
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
6 |
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
6 |
Vantage Consulting Group Inc |
6 |
Davidson Kempner Capital Management Lp |
6 |
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
6 |
IFG Advisory, LLC |
6 |
Arete Wealth Advisors, LLC |
6 |
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
6 |
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares |
6 |
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
6 |
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
6 |
Regions Financial Corp |
6 |
Vanguard Explorer Fund |
6 |
Sona Asset Management (us) Llc |
6 |
Connacht Asset Management LP |
6 |
J.Safra Asset Management Corp |
6 |
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
6 |
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
6 |
Blackstone Group Inc |
6 |
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
6 |
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
6 |
Exane Derivatives |
6 |
Sanctuary Wealth Advisors, LLC |
6 |
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
6 |
Cassady Schiller Wealth Management, LLC |
6 |
Wealthcare Capital Management Llc |
6 |
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
6 |
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
6 |
Park Avenue Securities Llc |
6 |
BIPIX - Profunds - Biotechnology Ultrasector Profund Investor Class |
6 |
K.J. Harrison & Partners Inc |
6 |
Freestone Grove Partners LP |
6 |
Pinnacle Financial Partners Inc |
6 |
Thurston, Springer, Miller, Herd & Titak, Inc. |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
6 |
Caisse De Depot Et Placement Du Quebec |
6 |
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
6 |
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
6 |
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund |
6 |
HighPoint Advisor Group LLC |
6 |
Yousif Capital Management, Llc |
6 |
First Eagle Investment Management, LLC |
6 |
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
6 |
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class |
6 |
Tarbox Family Office, Inc. |
6 |
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
6 |
Broadfin Capital, LLC |
6 |
Ghisallo Capital Management LLC |
6 |
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class |
6 |
PBE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Biotechnology & Genome ETF |
6 |
Emerald Advisers, Llc |
6 |
Rotella Capital Management, Inc. |
6 |
Azzad Asset Management Inc /adv |
6 |
Mangrove Partners |
6 |
Ahrens Investment Partners LLC |
6 |
Quantitative Systematic Strategies LLC |
6 |
Meridiem Capital Partners LP |
6 |
Hudock, Inc. |
6 |
Moisand Fitzgerald Tamayo, LLC |
6 |
Private Ocean, LLC |
6 |
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio |
6 |
Schubert & Co |
6 |
Integral Health Asset Management, LLC |
6 |
Amplius Wealth Advisors, LLC |
6 |
IMC-Chicago, LLC |
6 |
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
6 |
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
6 |
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
6 |
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
6 |
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class |
6 |
Needham Investment Management Llc |
6 |
IBBQ - Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Biotechnology ETF |
6 |
Echo Street Capital Management LLC |
6 |
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
6 |
Wesbanco Bank Inc |
6 |
Gladstone Institutional Advisory LLC |
6 |
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
6 |
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
6 |
Orion Capital Management LLC |
6 |
BDO Wealth Advisors, LLC |
6 |
Chicago Equity Partners Llc |
6 |
Profunds - Profund Vp Health Care |
6 |
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
6 |
Profunds - Profund Vp Biotechnology |
6 |
Segantii Capital Management Ltd |
6 |
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
6 |
Liberty Mutual Group Asset Management Inc. |
6 |
Advisor Resource Council |
6 |
Shay Capital LLC |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
6 |
GHP Investment Advisors, Inc. |
6 |
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
6 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
6 |
Vantagepoint Funds |
6 |
Harel Insurance Investments & Financial Services Ltd. |
6 |
MetLife Securities, Inc |
6 |
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
6 |
Blackrock Health Sciences Trust |
6 |
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class |
6 |
Managed Account Advisors Llc |
6 |
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
6 |
Mv Capital Management, Inc. |
6 |
O'Dell Group, LLC |
6 |
Syon Capital Llc |
6 |
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 |
6 |
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 |
6 |
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A |
6 |
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
6 |
Guardian Wealth Advisors, LLC |
6 |
Atlantic Trust, LLC |
6 |
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
6 |
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
6 |
Capital Analysts, Inc. |
6 |
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
6 |
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
6 |
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
6 |
WPG Advisers, LLC |
6 |
HHM Wealth Advisors, LLC |
6 |
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
6 |
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
6 |
Procyon Private Wealth Partners, LLC |
6 |
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
6 |
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
6 |
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
6 |
FBIOX - FIDELITY SELECT PORTFOLIOS - Biotechnology Portfolio |
6 |
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
6 |
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
6 |
Commonwealth Bank Of Australia |
6 |
FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio |
6 |
Jaffetilchin Investment Partners, LLC |
6 |
Hallmark Capital Management Inc |
6 |
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
6 |
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
6 |
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
6 |
Denali Advisors Llc |
6 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
6 |
Almanack Investment Partners, LLC. |
6 |
Iron Triangle Partners LP |
6 |
Oaktree Capital Management Lp |
6 |
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
6 |
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A |
6 |
Crawford Lake Capital Management, LLC |
6 |
Hollencrest Capital Management |
6 |
Vestcor Inc |
6 |
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
6 |
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
6 |
Financial Management Professionals, Inc. |
6 |
Intrinsic Edge Capital Management LLC |
6 |
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
6 |
RXL - PROSHARES TRUST - ProShares Ultra Health Care |
6 |
River & Mercantile Asset Management Llp |
6 |
Td Private Client Wealth Llc |
6 |
Royce Micro-cap Trust, Inc /md/ |
6 |
Level Four Advisory Services, Llc |
6 |
IHT Wealth Management, LLC |
6 |
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 |
6 |
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
6 |
Independent Advisor Alliance |
6 |
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A |
6 |
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
6 |
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A |
6 |
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
6 |
King Luther Capital Management Corp |
6 |
San Francisco Sentry Investment Group (ca) |
6 |
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
6 |
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
6 |
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
6 |
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
6 |
Elkfork Partners LLC |
6 |
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
6 |
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
6 |
Avantax Planning Partners, Inc. |
6 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
6 |
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
6 |
VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
6 |
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
6 |
Rydex Etf Trust |
6 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
6 |
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
6 |
Parkman Healthcare Partners LLC |
6 |
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I |
6 |
Balentine LLC |
6 |
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
6 |
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
6 |
Wiley Bros.-aintree Capital, Llc |
6 |
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
6 |
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A |
6 |
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A |
6 |
Moors & Cabot, Inc. |
6 |
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
6 |
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A |
6 |
Harvest Group Wealth Management, Llc |
6 |
Nwam Llc |
6 |
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
6 |
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
6 |
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
6 |
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
6 |
Visium Asset Management, LP |
6 |
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A |
6 |
Peregrine Capital Management Llc |
6 |
Dunhill Financial, LLC |
6 |
Gyon Technologies Capital Management, LP |
6 |
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
6 |
UniSuper Management Pty Ltd |
6 |
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
6 |
ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
6 |
Pinnacle Associates Ltd |
6 |
Tamarack Advisers, LP |
6 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I |
6 |
Winch Advisory Services, LLC |
6 |
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
6 |
Systematic Financial Management Lp |
6 |
Municipal Employees' Retirement System of Michigan |
6 |
Nemes Rush Group LLC |
6 |
Armistice Capital, Llc |
6 |
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
6 |
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
6 |
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
6 |
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
6 |
Jane Street Holding, LLC |
6 |
MML Series Investment Fund II - MML Equity Rotation Fund Class II |
6 |
Avidity Partners Management LP |
6 |
Dorsey Wright & Associates |
6 |
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
6 |
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
6 |
Qtron Investments LLC |
6 |
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
6 |
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
6 |
Jain Global LLC |
6 |
BIB - PROSHARES TRUST - ProShares Ultra Nasdaq Biotechnology |
6 |
TFC Financial Management |
6 |
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
6 |
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
6 |
Premier Fund Managers Ltd |
6 |
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I |
6 |
Railway Pension Investments Ltd |
6 |
Shelton Capital Management |
6 |
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
6 |
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
6 |
PFG Private Wealth Management, LLC |
6 |
Cordant, Inc. |
6 |
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
6 |
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF |
6 |
Enterprise Financial Services Corp |
6 |
Tucker Asset Management Llc |
6 |
DnB Asset Management AS |
6 |
Chiron Capital Management, Llc |
6 |
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class |
6 |
HighVista Strategies LLC |
6 |
Hamilton Lane Advisors Llc |
6 |
Prudential Plc |
6 |
Friess Associates Llc |
6 |
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
6 |
Authentikos Wealth Advisory, LLC |
6 |
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
6 |
Boston Private Wealth Llc |
6 |
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
6 |
Claymore Exchange-traded Fund Trust |
6 |
Woodmont Investment Counsel Llc |
6 |
Tortoise Investment Management, LLC |
6 |
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S |
6 |
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A |
6 |
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
6 |
STXG - EA Series Trust - Strive 1000 Growth ETF |
6 |
Motley Fool Asset Management LLC |
6 |
Artemis Investment Management LLP |
6 |
Glazer Capital, Llc |
6 |
EverPoint Asset Management, LLC |
6 |
Janney Capital Management LLC |
6 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
6 |
Wasatch Advisors Inc |
6 |
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
6 |
Holocene Advisors, LP |
6 |
Osterweis Capital Management Inc |
6 |
PENN SERIES FUNDS INC - Smid Cap Growth Fund |
6 |
Covington Capital Management |
6 |
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
6 |
Cannell Peter B & Co Inc |
6 |
First Personal Financial Services |
6 |
RMB Capital Management, LLC |
6 |
Bellwether Advisors, LLC |
6 |
Allianzgi Convertible & Income Fund Ii |
6 |
Envestnet Portfolio Solutions, Inc. |
6 |
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
6 |
Allianzgi Convertible & Income Fund |
6 |
GeoWealth Management, LLC |
6 |
Capula Management Ltd |
6 |
Qrg Capital Management, Inc. |
6 |
SYSTM Wealth Solutions LLC |
6 |
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
6 |
Mendota Financial Group, LLC |
6 |
RFP Financial Group LLC |
6 |
EHLS - Tidal Trust II - Even Herd Long Short ETF |
6 |
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
6 |
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
6 |
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
6 |
RYOIX - RYDEX SERIES FUNDS - Biotechnology Fund Investor Class |
6 |
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
5 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
5 |
Vigilare Wealth Management |
5 |
AlphaMark Advisors, LLC |
5 |
Korea Investment CORP |
5 |
Transamerica Financial Advisors, Inc. |
5 |
Column Capital Advisors, LLC |
5 |
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
5 |
Change Path, LLC |
5 |
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
5 |
Isthmus Partners, Llc |
5 |
Ethic Inc. |
5 |
Commonwealth Equity Services, Inc |
5 |
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
5 |
Williams Jones Wealth Management, LLC. |
5 |
RiverPark Advisors, LLC |
5 |
Cromwell Holdings LLC |
5 |
Rice Hall James & Associates, Llc |
5 |
Zazove Associates Llc |
5 |
Avanza Fonder AB |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
5 |
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio |
5 |
Rhenman & Partners Asset Management AB |
5 |
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
5 |
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C |
5 |
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
5 |
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
5 |
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
5 |
MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I |
5 |
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
5 |
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
5 |
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares |
5 |
Scott & Selber, Inc. |
5 |
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
5 |
First New York Securities Llc /ny |
5 |
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
5 |
Beck Mack & Oliver Llc |
5 |
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
5 |
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
5 |
Dynamic Advisor Solutions LLC |
5 |
Samlyn Capital, Llc |
5 |
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
5 |
WR Wealth Planners, LLC |
5 |
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
5 |
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
5 |
Monarch Partners Asset Management LLC |
5 |
Sierra Ocean, Llc |
5 |
Brookstone Capital Management |
5 |
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares |
5 |
Webster Bank, N. A. |
5 |
IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class |
5 |
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
5 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
5 |
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A |
5 |
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares |
5 |
Country Trust Bank |
5 |
Contravisory Investment Management, Inc. |
5 |
PDFDX - World Funds Trust - Perkins Discovery Fund Investor |
5 |
Carroll Financial Associates, Inc. |
5 |
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
5 |
Whipplewood Advisors, LLC |
5 |
Edge Wealth Management LLC |
5 |
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
5 |
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
5 |
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
5 |
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
5 |
Wunderlich Securities, Inc. |
5 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
5 |
Pine River Capital Management L.P. |
5 |
SeaBridge Investment Advisors LLC |
5 |
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares |
5 |
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
5 |
Columbus Circle Investors |
5 |
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
5 |
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
5 |
Fulton Bank, N.a. |
5 |
Heritage Wealth Advisors |
5 |
Modera Wealth Management, LLC |
5 |
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A |
5 |
Tobam |
5 |
OneAscent Financial Services LLC |
5 |
SFY - Tidal ETF Trust - SoFi Select 500 ETF |
5 |
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
5 |
Hughes Financial Services, LLC |
5 |
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
5 |
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
5 |
Atlas Private Wealth Advisors |
5 |
IEIH - iShares U.S. ETF Trust - iShares Evolved U.S. Innovative Healthcare ETF |
5 |
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
5 |
WFA of San Diego, LLC |
5 |
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund |
5 |
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 |
5 |
Irish Life Investment Managers Ltd. |
5 |
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
5 |
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
5 |
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A |
5 |
Cipher Capital LP |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
5 |
Headinvest, Llc |
5 |
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class |
5 |
Ten Capital Wealth Advisors, LLC |
5 |
Phocas Financial Corp. |
5 |
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
5 |
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
5 |
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund |
5 |
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
5 |
Ally Bridge Group (NY) LLC |
5 |
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
5 |
Global Wealth Management Investment Advisory, Inc. |
5 |
Trellus Management Company, LLC |
5 |
Paces Ferry Wealth Advisors, Llc |
5 |
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
5 |
Analytic Investors, LLC |
5 |
Gen-Wealth Partners Inc |
5 |
Exencial Wealth Advisors, Llc |
5 |
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
5 |
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF |
5 |
Advisors Capital Management, LLC |
5 |
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
5 |
Murphy Michael R |
5 |
High Note Wealth, LLC |
5 |
Utah Retirement Systems |
5 |
Karp Capital Management Corp |
5 |
AllSquare Wealth Management LLC |
5 |
Burney Co/ |
5 |
New York Life Investment Management Llc |
5 |
Phoenix Wealth Advisors |
5 |
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
5 |
III Capital Management |
5 |
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
5 |
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
5 |
Rossby Financial, LCC |
5 |
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
5 |
Whitebox Advisors Llc |
5 |
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
5 |
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
5 |
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
5 |
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N |
5 |
IAG Wealth Partners, LLC |
5 |
Weaver Consulting Group |
5 |
Livforsakringsbolaget Skandia, Omsesidigt |
5 |
Eminence Capital, Lp |
5 |
Dymon Asia Capital (singapore) Pte. Ltd. |
5 |
Simplify Asset Management Inc. |
5 |
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
5 |
GKV Capital Management Co., Inc. |
5 |
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
5 |
Perigon Wealth Management, LLC |
5 |
M&G Plc |
5 |
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
5 |
Ionic Capital Management LLC |
5 |
Tri Locum Partners LP |
5 |
Hilltop National Bank |
5 |
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
5 |
RWC Asset Management LLP |
5 |
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
5 |
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund |
5 |
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund |
5 |
Silverarc Capital Management, Llc |
5 |
Blue Water Life Science Advisors, LLC |
5 |
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
5 |
HN Saltoro Capital, LP |
5 |
Bridger Management, Llc |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
5 |
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
5 |
SOA Wealth Advisors, LLC. |
5 |
FineMark National Bank & Trust |
5 |
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
5 |
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF |
5 |
Penn Capital Management Co Inc |
5 |
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF |
5 |
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
5 |
Quantessence Capital LLC |
5 |
Bradley & Co. Private Wealth Management, LLC |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
5 |
Highland Capital Management, Llc |
5 |
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
5 |
Pallas Capital Advisors LLC |
5 |
Affinity Investment Advisors, Llc |
5 |
Kb Financial Partners, Llc |
5 |
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
5 |
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF |
5 |
Siemens Fonds Invest GmbH |
5 |
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A |
5 |
Green Alpha Advisors, LLC |
5 |
Bollard Group LLC |
5 |
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
5 |
Flynn James E |
5 |
Timpani Capital Management LLC |
5 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
5 |
Eisler Capital (UK) Ltd. |
5 |
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
5 |
1832 Asset Management L.P. |
5 |
G2 Investment Partners Management LLC |
5 |
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
5 |
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
5 |
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
5 |
AMCIX - Allianz Funds Multi-Strategy Trust - AllianzGI Micro Cap Fund Institutional Class |
5 |
Context Capital Management, LLC |
5 |
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
5 |
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
5 |
Putnam Premier Income Trust |
5 |
Stoneridge Investment Partners Llc |
5 |
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF |
5 |
Smithfield Trust Co |
5 |
Atlantic Union Bankshares Corp |
5 |
Next Financial Holdings |
5 |
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
5 |
FourThought Financial, LLC |
5 |
APG Asset Management N.V. |
5 |
Clear Street Llc |
5 |
Worldquant Millennium Advisors Llc |
5 |
Sheaff Brock Investment Advisors, LLC |
5 |
Ausdal Financial Partners, Inc. |
5 |
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
5 |
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
5 |
Maryland Capital Advisors Inc. |
5 |
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares |
5 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
5 |
Ing Groep Nv |
5 |
Andra AP-fonden |
5 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
5 |
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
5 |
Oak Ridge Investments Llc |
5 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 |
5 |
Masso Torrence Wealth Management Inc. |
5 |
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
5 |
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares |
5 |
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
5 |
CarsonAllaria Wealth Management, Ltd. |
5 |
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
5 |
Industrial Alliance Investment Management Inc. |
5 |
Stonegate Investment Group, LLC |
5 |
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
5 |
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
5 |
Ameriflex Group, Inc. |
5 |
B. Metzler seel. Sohn & Co. AG |
5 |
NN Investment Partners Holdings N.V. |
5 |
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
5 |
Vanguard Horizon Funds |
5 |
National Planning Corp |
5 |
Operose Advisors LLC |
5 |
Tilia Fiduciary Partners, Inc. |
5 |
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
5 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
5 |
Vident Advisory, LLC |
5 |
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
5 |
William Blair Investment Management, Llc |
5 |
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
5 |
EFG Asset Management (North America) Corp. |
5 |
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF |
5 |
Tyler-Stone Wealth Management |
5 |
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
5 |
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
5 |
Byrne Asset Management LLC |
5 |
Shenkman Capital Management Inc |
5 |
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A |
5 |
AlphaCentric Advisors LLC |
5 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class |
5 |
Granite Point Capital Management, L.P. |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
5 |
Kore Private Wealth LLC |
5 |
First Allied Advisory Services, Inc. |
5 |
Portolan Capital Management, LLC |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
5 |
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
5 |
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
5 |
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
5 |
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
5 |
Girard Partners Ltd. |
5 |
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
5 |
Hitchwood Capital Management LP |
5 |
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
5 |
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
5 |
Prescott Group Capital Management, L.l.c. |
5 |
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
5 |
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
5 |
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF |
5 |
Hazlett, Burt & Watson, Inc. |
5 |
Caxton Associates Llp |
5 |
Oberweis Asset Management Inc/ |
5 |
Absolute Return Capital, LLC |
5 |
BBVA USA Bancshares, Inc. |
5 |
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
5 |
361 Capital Llc |
5 |
111 Capital |
5 |
TCTC Holdings, LLC |
5 |
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
5 |
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
5 |
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I |
5 |
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
5 |
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
5 |
Avidian Wealth Solutions, LLC |
5 |
T. Rowe Price Investment Management, Inc. |
5 |
Machina Capital S.a.s. |
5 |
TENOR CAPITAL MANAGEMENT Co., L.P. |
5 |
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I |
5 |
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
5 |
Kovitz Investment Group Partners, LLC |
5 |
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
5 |
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
5 |
CSat Investment Advisory, L.P. |
5 |
Allstate Corp |
5 |
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
5 |
Bluefin Trading, LLC |
5 |
Symmetry Peak Management Llc |
5 |
Romano Brothers And Company |
5 |
GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
5 |
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
5 |
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
5 |
WASHINGTON TRUST Co |
5 |
Fiduciary Alliance LLC |
5 |
K2 Principal Fund, L.p. |
5 |
Associated Banc-corp |
5 |
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
5 |
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
5 |
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
5 |
Qsemble Capital Management, LP |
5 |
Lincoln National Corp |
5 |
Quilter Plc |
5 |
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
5 |
Moran Wealth Management, LLC |
5 |
Dynamic Wealth Strategies, LLC |
5 |
Bartlett & Co. Wealth Management Llc |
5 |
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
5 |
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class |
5 |
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
5 |
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
5 |
IBM Retirement Fund |
5 |
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
5 |
Executive Wealth Management, LLC |
5 |
STXK - EA Series Trust - Strive Small-Cap ETF |
5 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
5 |
Royal London Asset Management Ltd |
5 |
Huntleigh Advisors, Inc. |
5 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class |
5 |
Aequim Alternative Investments LP |
5 |
Westfield Capital Management Co Lp |
5 |
SAC Capital Advisors LP |
5 |
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
5 |
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
5 |
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
5 |
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
5 |
Ontario Teachers Pension Plan Board |
5 |
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
5 |
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
5 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 |
5 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 |
5 |
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF |
5 |
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund |
5 |
Qs Batterymarch Financial Management, Inc |
5 |
Northwest Financial Advisors |
5 |
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
5 |
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
5 |
Cable Hill Partners, LLC |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I |
5 |
Harwood Advisory Group, LLC |
5 |
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
5 |
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
5 |
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
5 |
Formula Growth Ltd |
5 |
Redhawk Wealth Advisors, Inc. |
5 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A |
5 |
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND |
5 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 |
5 |
Blackrock Master Llc |
5 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 |
5 |
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A |
5 |
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional |
5 |
PointState Capital LP |
5 |
E. Ohman J:or Asset Management AB |
5 |
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
5 |
Grantham, Mayo, Van Otterloo & Co. LLC |
5 |
Simon Quick Advisors, Llc |
5 |
Wealthspire Advisors, LLC |
5 |
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class |
5 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
5 |
AGF Investments LLC |
5 |
Manatuck Hill Partners, LLC |
5 |
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
5 |
Semanteon Capital Management, LP |
5 |
Acuta Capital Partners, Llc |
5 |
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
5 |
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
5 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
5 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
5 |
Pnc Funds |
5 |
FNY Partners Fund LP |
5 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
5 |
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
5 |
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
5 |
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
5 |
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
5 |
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
5 |
Capital Investment Advisory Services, LLC |
5 |
Flinton Capital Management LLC |
5 |
Periscope Capital Inc. |
5 |
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
5 |
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
5 |
Bancroft Fund Ltd |
5 |
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio |
5 |
Calamos Strategic Total Return Fund |
5 |
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
5 |
Eaton Vance Ltd Duration Income Fund |
5 |
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class |
5 |
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
5 |
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
5 |
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
5 |
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class |
5 |
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
5 |
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
5 |
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
5 |
Tekla Life Sciences Investors |
5 |
Advantage Investment Management, Llc |
5 |
Tekla World Healthcare Fund |
5 |
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
5 |
Opti Capital Management, Lp |
5 |
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
5 |
Pinnacle Bancorp, Inc. |
5 |
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
5 |
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
5 |
Westside Investment Management, Inc. |
5 |
Putnam Master Intermediate Income Trust |
5 |
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A |
5 |
Sterling Investment Advisors, Ltd. |
5 |
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
5 |
Nachman Norwood & Parrott, Inc |
5 |
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
5 |
Bfsg, Llc |
5 |
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
5 |
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
5 |
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
5 |
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND |
5 |
Tiaa, Fsb |
5 |
ADNIX - AMERICAN BEACON FUNDS - American Beacon ARK Transformational Innovation Fund Institutional Class |
5 |
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
5 |
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
5 |
Ellsworth Growth & Income Fund Ltd |
5 |
QCVAX - Clearwater Investment Trust - Clearwater International Fund |
5 |
PACIFIC SELECT FUND - Health Sciences Portfolio Class I |
5 |
PACIFIC SELECT FUND - Developing Growth Portfolio Class I |
5 |
Platinum Investment Management Ltd |
5 |
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
5 |
Signition Lp |
5 |
Legacy Financial Advisors, Inc. |
5 |
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
5 |
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
5 |
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
5 |
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
5 |
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
5 |
Mutual Advisors, LLC |
5 |
DC Investments Management, LLC |
5 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
5 |
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
5 |
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A |
5 |
Arlington Trust Co LLC |
5 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
5 |
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
5 |
MANA Advisors LLC |
5 |
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
5 |
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
5 |
NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
5 |
Beacon Pointe Advisors, LLC |
5 |
Nissay Asset Management Corp /japan/ /adv |
5 |
NOBOX - Northern Funds - Northern Bond Index Fund |
5 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
5 |
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
5 |
Dagco, Inc. |
5 |
Lake Street Advisors Group, Llc |
5 |
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
5 |
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
5 |
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
5 |
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
5 |
Virtue Capital Management, LLC |
5 |
We Are One Seven, LLC |
5 |
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
5 |
Wagner Wealth Management, Llc |
5 |
Enlightenment Research, LLC |
5 |
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
5 |
CastleArk Alternatives, LLC |
5 |
QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
5 |
Nvwm, Llc |
5 |
Main Management ETF Advisors, LLC |
5 |
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
5 |
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E |
5 |
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
5 |
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
5 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
5 |
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
5 |
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
5 |
L & S Advisors Inc |
5 |
Kingsview Wealth Management, LLC |
5 |
Duncker Streett & Co Inc |
5 |
URTH - iShares, Inc. - iShares MSCI World ETF |
5 |
TD Capital Management LLC |
5 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
5 |
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class |
5 |
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio |
5 |
Sugarloaf Wealth Management, LLC |
5 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 |
5 |
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
5 |
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
5 |
Cornerstone Advisors, Inc. |
5 |
Oppenheimer Funds Inc |
5 |
Sumitomo Mitsui DS Asset Management Company, Ltd |
5 |
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
5 |
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
5 |
Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
5 |
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
5 |
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
5 |
Hutchin Hill Capital, LP |
5 |
Camelot Portfolios, LLC |
5 |
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
5 |
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N |
5 |
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
5 |
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
5 |
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
5 |
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
5 |
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
5 |
APBAX - Cavanal Hill Funds - Active Core Fund Investor |
5 |
Highline Wealth Partners Llc |
5 |
NorthCoast Asset Management LLC |
5 |
VCGAX - VALIC Co I - Growth & Income Fund |
5 |
Myriad Asset Management Ltd. |
5 |
Sivik Global Healthcare LLC |
5 |
IMA Wealth, Inc. |
5 |
Steel Peak Wealth Management LLC |
5 |
Integrated Advisors Network LLC |
5 |
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
5 |
Denver Investment Advisors Llc |
5 |
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional |
5 |
Anfield Capital Management, LLC |
5 |
Tygh Capital Management, Inc. |
5 |
Madison Asset Management, LLC |
5 |
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
5 |
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
5 |
Independent Portfolio Consultants, Inc. |
5 |
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF |
4 |
Resona Asset Management Co.,Ltd. |
4 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
4 |
Investors Research Corp |
4 |
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
4 |
ICA Group Wealth Management, LLC |
4 |
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
4 |
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class |
4 |
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
4 |
West Paces Advisors Inc. |
4 |
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
4 |
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N |
4 |
Ascend Capital, Llc |
4 |
Sciencast Management LP |
4 |
RWM Asset Management, LLC |
4 |
Silverback Asset Management Llc |
4 |
Ellsworth Advisors, LLC |
4 |
Willis Investment Counsel |
4 |
Foster Dykema Cabot & Co Inc/ma |
4 |
Exos TFP Holdings LLC |
4 |
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
4 |
Summit Partners Public Asset Management, Llc |
4 |
Bryn Mawr Capital Management Inc |
4 |
AQGNX - AQR Funds - AQR Global Equity Fund Class N |
4 |
Ropes Wealth Advisors Llc |
4 |
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
4 |
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
4 |
Eubel Brady & Suttman Asset Management Inc |
4 |
Tompkins Financial Corp |
4 |
Mosaic Family Wealth, LLC |
4 |
Steelhead Partners Llc |
4 |
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
4 |
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF |
4 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 |
4 |
Black Swift Group, LLC |
4 |
STRV - EA Series Trust - Strive 500 ETF |
4 |
Alphasimplex Group, Llc |
4 |
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
4 |
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
4 |
VitalStone Financial, LLC |
4 |
Riggs Asset Managment Co. Inc. |
4 |
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
4 |
Westwood Management Corp /il/ |
4 |
Garde Capital, Inc. |
4 |
JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
4 |
Riverview Capital Advisers, LLC |
4 |
Peapack Gladstone Financial Corp |
4 |
Susquehanna Portfolio Strategies, LLC |
4 |
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
4 |
Gardner Lewis Asset Management L P |
4 |
St Germain D J Co Inc |
4 |
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares |
4 |
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R |
4 |
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A |
4 |
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund |
4 |
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
4 |
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
4 |
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
4 |
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
4 |
People's United Financial, Inc. |
4 |
NOFIX - Northern Funds - Northern Fixed Income Fund |
4 |
Levin Capital Strategies, L.p. |
4 |
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
4 |
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
4 |
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
4 |
Castle Creek Arbitrage, LLC |
4 |
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
4 |
LGT Financial Advisors LLC |
4 |
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
4 |
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
4 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
4 |
Chilton Capital Management Llc |
4 |
Wedge Capital Management L L P/nc |
4 |
West Tower Group, LLC |
4 |
Plato Investment Management Ltd |
4 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
4 |
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 |
4 |
Sandler Capital Management |
4 |
NOCBX - Northern Funds - Northern Core Bond Fund |
4 |
Ativo Capital Management LLC |
4 |
Argent Trust Co |
4 |
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
4 |
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
4 |
Compass Wealth Management LLC |
4 |
Symphony Financial, Ltd. Co. |
4 |
Callan Family Office, LLC |
4 |
Athanor Capital, Lp |
4 |
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A |
4 |
Princeton Global Asset Management LLC |
4 |
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
4 |
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF |
4 |
Aristides Capital LLC |
4 |
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A |
4 |
Mission Creek Capital Partners, Inc. |
4 |
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
4 |
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF |
4 |
RVRB - ADVISORS SERIES TRUST - Reverb ETF |
4 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
4 |
Ra Capital Management, L.p. |
4 |
AHL Partners LLP |
4 |
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A |
4 |
NINE MASTS CAPITAL Ltd |
4 |
Hall Laurie J Trustee |
4 |
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A |
4 |
Dorsey & Whitney Trust CO LLC |
4 |
GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A |
4 |
Riverhead Capital Management Llc |
4 |
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
4 |
Northern Trust Co Of Connecticut |
4 |
Bowling Portfolio Management LLC |
4 |
Spears Abacus Advisors LLC |
4 |
Frazier Financial Advisors, LLC |
4 |
Iron Horse Wealth Management, LLC |
4 |
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
4 |
Hartford Investment Management Co |
4 |
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
4 |
Private Wealth Asset Management, LLC |
4 |
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
4 |
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
4 |
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
4 |
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV |
4 |
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
4 |
Willingdon Wealth Management |
4 |
Gofen & Glossberg Llc /il/ |
4 |
V-Square Quantitative Management LLC |
4 |
NEOS Investment Management LLC |
4 |
UBIO - PROSHARES TRUST - ProShares UltraPro Nasdaq Biotechnology |
4 |
Kimelman & Baird, LLC |
4 |
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
4 |
Vanderbilt University |
4 |
Wall Street Associates |
4 |
Quaker Wealth Management, LLC |
4 |
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
4 |
Quest Capital Management Inc /adv |
4 |
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
4 |
VTL Associates, LLC |
4 |
Decade Capital Management Llc |
4 |
Catapult Capital Management Llc |
4 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
4 |
25 Llc |
4 |
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
4 |
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
4 |
Rock Springs Capital Management LP |
4 |
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
4 |
Arcadia Investment Management Corp/mi |
4 |
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
4 |
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF |
4 |
Bluefin Capital Management, Llc |
4 |
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
4 |
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
4 |
Moody Aldrich Partners Llc |
4 |
One Capital Management, LLC |
4 |
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
4 |
Baird Robert W & Co Inc /wi/ |
4 |
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF |
4 |
Planned Solutions, Inc. |
4 |
Caldwell Securities, Inc |
4 |
First Turn Management, LLC |
4 |
American National Bank |
4 |
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
4 |
Pfs Investments Inc. |
4 |
Shine Investment Advisory Services Inc |
4 |
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund |
4 |
Solstein Capital, LLC |
4 |
Regent Peak Wealth Advisors LLC |
4 |
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
4 |
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
4 |
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
4 |
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
4 |
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
4 |
Saba Capital Management, L.P. |
4 |
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
4 |
EA Series Trust |
4 |
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
4 |
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
4 |
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
4 |
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
4 |
Antonetti Capital Management LLC |
4 |
Eaton Vance Senior Income Trust |
4 |
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
4 |
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
4 |
Sei Trust Co |
4 |
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
4 |
Certified Advisory Corp |
4 |
Camden Capital, LLC |
4 |
American Research & Management Co. |
4 |
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF |
4 |
iA Global Asset Management Inc. |
4 |
Jump Trading, Llc |
4 |
Senator Investment Group LP |
4 |
Highland Capital Management Fund Advisors, L.p. |
4 |
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
4 |
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
4 |
World Asset Management Inc |
4 |
XT - iSHARES TRUST - iShares Exponential Technologies ETF |
4 |
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
4 |
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
4 |
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
4 |
Verdence Capital Advisors LLC |
4 |
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
4 |
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
4 |
McIlrath & Eck, LLC |
4 |
Logan Capital Management Inc |
4 |
Six Circles Trust - Six Circles Global Bond Fund |
4 |
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
4 |
Basso Capital Management, L.p. |
4 |
York Capital Management Global Advisors, LLC |
4 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
4 |
Wealthbridge Capital Management, Llc |
4 |
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
4 |
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class |
4 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A |
4 |
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I |
4 |
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
4 |
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
4 |
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
4 |
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
4 |
Rock Creek Group, LP |
4 |
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class |
4 |
Tsfg, Llc |
4 |
Principia Wealth Advisory, LLC |
4 |
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A |
4 |
OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class |
4 |
Ashton Thomas Securities, Llc |
4 |
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
4 |
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
4 |
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
4 |
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
4 |
Fir Tree Capital Management Lp |
4 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
4 |
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
4 |
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
4 |
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
4 |
Corient Capital Partners, LLC |
4 |
Eaton Vance Short Duration Diversified Income Fund |
4 |
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
4 |
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
4 |
RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A |
4 |
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
4 |
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
4 |
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
4 |
Atlas Capital Advisors Llc |
4 |
EP Wealth Advisors, Inc. |
4 |
Eaton Vance Senior Floating Rate Trust |
4 |
First Bank & Trust |
4 |
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
4 |
Emerald Investment Partners, Llc |
4 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II |
4 |
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
4 |
Arabesque Asset Management Ltd |
4 |
Gagnon Securities Llc |
4 |
Boston Partners |
4 |
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
4 |
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N |
4 |
Mascoma Wealth Management LLC |
4 |
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
4 |
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF |
4 |
AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A |
4 |
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio |
4 |
J.w. Cole Advisors, Inc. |
4 |
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
4 |
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
4 |
Private Wealth Partners, LLC |
4 |
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
4 |
Moody National Bank Trust Division |
4 |
Castleview Partners, Llc |
4 |
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
4 |
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
4 |
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
4 |
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
4 |
SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
4 |
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A |
4 |
Strategic Blueprint, LLC |
4 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
4 |
Ikarian Capital, LLC |
4 |
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
4 |
Elo Mutual Pension Insurance Co |
4 |
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
4 |
JGP Global Gestao de Recursos Ltda. |
4 |
South Dakota Investment Council |
4 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
4 |
Silvant Capital Management LLC |
4 |
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
4 |
Eaton Vance Floating-rate Income Trust |
4 |
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
4 |
Clear Creek Financial Management, LLC |
4 |
Engrave Wealth Partners LLC |
4 |
Blackrock Corporate High Yield Fund, Inc. |
4 |
Eaton Vance Floating-rate Income Plus Fund |
4 |
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
4 |
Bray Capital Advisors |
4 |
Marcum Wealth, LLC |
4 |
Bp Plc |
4 |
Islay Capital Management, Llc |
4 |
JJJ Advisors Inc. |
4 |
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
4 |
Clough Global Equity Fund |
4 |
Gulf International Bank (UK) Ltd |
4 |
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
4 |
Clough Global Opportunities Fund |
4 |
Bleichroeder LP |
4 |
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class |
4 |
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
4 |
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
4 |
Meridian Wealth Management, LLC |
4 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
4 |
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
4 |
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
4 |
Oppenheimer Global Multi Strategies Fund |
4 |
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
4 |
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
4 |
Hartford Series Fund Inc |
4 |
Blackrock Debt Strategies Fund, Inc. |
4 |
DLD Asset Management, LP |
4 |
Samalin Investment Counsel, LLC |
4 |
Endurance Wealth Management, Inc. |
4 |
Adviser Investments LLC |
4 |
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
4 |
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
4 |
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF |
4 |
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
4 |
Hartford Mutual Funds Inc/ct |
4 |
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF |
4 |
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
4 |
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A |
4 |
Rakuten Securities, Inc. |
4 |
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
4 |
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
4 |
Hershey Trust Co |
4 |
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
4 |
Brown, Lisle/cummings, Inc. |
4 |
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A |
4 |
Abn Amro Investment Solutions |
4 |
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I |
4 |
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class |
4 |
RPNIX - RIVERPARK FUNDS TRUST - Riverpark/Next Century Growth Fund Institutional Class Shares |
4 |
Nine Chapters Capital Management LLC |
4 |
Magee Thomson Investment Partners Llc |
4 |
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
4 |
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF |
4 |
Dai-Ichi Life Insurance Company, Ltd |
4 |
Northwest & Ethical Investments L.P. |
4 |
WFGDX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Growth Fund Administrator Class |
4 |
ARKK - Ark ETF Trust - ARK Innovation ETF |
4 |
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A |
4 |
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
4 |
PPM Funds - PPM Floating Rate Income Fund (Inst) |
4 |
Tyers Asset Management LLC |
4 |
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
4 |
HealthInvest Partners AB |
4 |
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
4 |
WealthTrust-Arizona, LLC |
4 |
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
4 |
Intellectus Partners, LLC |
4 |
Equitec Proprietary Markets, Llc |
4 |
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class |
4 |
Invenomic Capital Management LP |
4 |
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
4 |
Cigna Investments Inc /new |
4 |
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P |
4 |
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
4 |
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
4 |
Worth Venture Partners, LLC |
4 |
Chicago Capital, LLC |
4 |
OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A |
4 |
IFM Investors Pty Ltd |
4 |
ETAHX - MUTUAL FUND SERIES TRUST - Eventide Healthcare & Life Sciences Fund Class A Shares |
4 |
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class |
4 |
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A |
4 |
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
4 |
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
4 |
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
4 |
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
4 |
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A |
4 |
Buckingham Strategic Wealth, Llc |
4 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
4 |
Gabelli Dividend & Income Trust |
4 |
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class |
4 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
4 |
Wealth Quarterback LLC |
4 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
4 |
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
4 |
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
4 |
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
4 |
Warren Averett Asset Management, LLC |
4 |
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
4 |
APSGX - Fiera Capital Series Trust - FIERA CAPITAL SMALL/MID-CAP GROWTH FUND Institutional Class |
4 |
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A |
4 |
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A |
4 |
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
4 |
Glenmede Investment Management, LP |
4 |
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
4 |
CenterStar Fund, LLC |
4 |
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES |
4 |
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
4 |
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
4 |
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
4 |
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
4 |
S.A. Mason LLC |
4 |
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
4 |
Cary Street Partners Financial Llc |
4 |
Earnest Partners Llc |
4 |
Cortina Asset Management, LLC |
4 |
Princeton Alpha Management LP |
4 |
NewEdge Wealth, LLC |
4 |
Ashton Thomas Private Wealth, LLC |
4 |
Counterpoint Mutual Funds LLC |
4 |
Lenox Wealth Advisors, LLC |
4 |
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A |
4 |
SpiderRock Advisors, LLC |
4 |
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
4 |
Bruce G. Allen Investments, LLC |
4 |
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
4 |
Fjarde Ap-fonden /fourth Swedish National Pension Fund |
4 |
First Citizens Bank & Trust Co |
4 |
Boston Private Bank & Trust Co |
4 |
Bartlett & Co. LLC |
4 |
Concurrent Investment Advisors, LLC |
4 |
Pictet & Cie (Europe) SA |
4 |
Capital World Investors |
4 |
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I |
4 |
CCMG - EA Series Trust - CCM Global Equity ETF |
4 |
EFG Asset Management (Americas) Corp. |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
4 |
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I |
4 |
Eagle Bay Advisors LLC |
4 |
Ballentine Partners, LLC |
4 |
Advantage Alpha Capital Partners LP |
4 |
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 |
4 |
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
4 |
Central Pacific Bank - Trust Division |
4 |
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
4 |
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
4 |
Colonial Trust Advisors |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class |
4 |
Carnegie Capital Asset Management, LLC |
4 |
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
4 |
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
4 |
Accurate Wealth Management, LLC |
4 |
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
4 |
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
4 |
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
4 |
Sanders Morris Harris Llc |
4 |
Hartford Financial Management Inc. |
4 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
4 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
4 |
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
4 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I |
4 |
Motco |
4 |
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
4 |
De Burlo Group Inc |
4 |
Valley Brook Capital Group, Inc. |
4 |
Cornerstone Advisory, LLC |
4 |
Profunds - Profund Vp Small-cap Value |
4 |
Coastal Investment Advisors, Inc. |
4 |
Meiji Yasuda Asset Management Co Ltd. |
4 |
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
4 |
Kozak & Associates, Inc. |
4 |
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
4 |
Jamison Private Wealth Management, Inc. |
4 |
Massar Capital Management, LP |
4 |
Mark Sheptoff Financial Planning, Llc |
4 |
Achmea Investment Management B.V. |
4 |
Usaa Etf Trust |
4 |
Dakota Wealth Management |
4 |
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
4 |
U.S. Capital Wealth Advisors, LLC |
4 |
Evermay Wealth Management Llc |
4 |
Eagle Global Advisors Llc |
4 |
American Capital Advisory, LLC |
4 |
Retirement Group, LLC |
4 |
HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares |
4 |
Ossiam |
4 |
VBCVX - VALIC Co I - Systematic Value Fund |
4 |
Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
4 |
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
4 |
Paradigm Asset Management Co Llc |
4 |
Kowal Investment Group, LLC |
4 |
Two Roads Shared Trust - APEX HealthCare ETF |
4 |
Handelsinvest Investeringsforvaltning |
4 |
Bradley Foster & Sargent Inc/ct |
4 |
Wedmont Private Capital |
4 |
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
4 |
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
4 |
ASR Vermogensbeheer N.V. |
4 |
Fairfield, Bush & Co. |
4 |
USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
4 |
IDMAX - Manager Directed Portfolios - iM Dolan McEniry Corporate Bond Fund Advisor Shares |
4 |
Hirtle Callaghan & Co LLC |
4 |
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
4 |
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
4 |
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
4 |
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
4 |
Community Bank, N.A. |
4 |
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A |
4 |
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio |
4 |
Verde Servicos Internacionais S.A. |
4 |
Investment Management Corp of Ontario |
4 |
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF |
4 |
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
4 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
4 |
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF |
4 |
Fiduciary Trust Co |
4 |
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
4 |
F/M Investments LLC |
4 |
Navellier & Associates Inc |
4 |
Astrantus Ltd |
4 |
MASTER BOND LLC - Master Total Return Portfolio |
4 |
Crestline Management, LP |
4 |
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
4 |
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
4 |
Viking Global Investors Lp |
4 |
Banco Bilbao Vizcaya Argentaria, S.a. |
4 |
Retirement Planning Co of New England, Inc. |
4 |
Beck Bode, LLC |
4 |
Sittner & Nelson, Llc |
4 |
NorthCrest Asset Manangement, LLC |
4 |
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
4 |
Ghost Tree Capital, LLC |
4 |
Lynx Investment Advisory |
4 |
Security National Trust Co |
4 |
Vega Investment Solutions |
4 |
Usca Ria Llc |
4 |
Columbia Partners L L C Investment Management |
4 |
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
4 |
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
4 |
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
4 |
Cowen Group, Inc. |
4 |
Shanda Payment Holdings Ltd. |
4 |
Buckingham Strategic Partners |
4 |
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A |
4 |
Wellington Shields & Co., LLC |
4 |
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
4 |
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
4 |
Cormorant Asset Management, LP |
4 |
Financial Enhancement Group LLC |
4 |
Evolution Wealth Advisors, LLC |
4 |
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
4 |
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
4 |
Wellington Shields Capital Management, LLC |
4 |
Pendal Group Ltd |
4 |
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares |
4 |
QCM Cayman, Ltd. |
4 |
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
4 |
Madison Investment Holdings Inc |
4 |
Ipswich Investment Management Co., Inc. |
4 |
Wrapmanager Inc |
4 |
Natixis Investment Managers International |
4 |
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF |
4 |
WFG Advisors, LP |
4 |
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
4 |
Metis Global Partners, LLC |
4 |
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
4 |
Bank Of Hawaii |
4 |
Aspect Partners, LLC |
4 |
Forsta Ap-fonden |
4 |
Archford Capital Strategies, LLC |
4 |
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A |
4 |
GABELLI & Co INVESTMENT ADVISERS, INC. |
4 |
Cornerstone Investment Partners, LLC |
4 |
Kestra Investment Management, LLC |
4 |
CenterBook Partners LP |
4 |
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
4 |
MQS Management LLC |
4 |
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
4 |
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
4 |
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
4 |
Wcm Investment Management, Llc |
4 |
Charter Oak Capital Management, LLC |
4 |
Capital Bank & Trust Co |
4 |
VCULX - VALIC Co I - Growth Fund |
4 |
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
4 |
Coastline Trust Co |
4 |
Mesirow Financial Investment Management, Inc. |
4 |
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
4 |
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
4 |
Harbourvest Partners Llc |
4 |
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
4 |
Mach-1 Financial Group, Inc. |
4 |
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class |
4 |
Rothschild Asset Management Inc |
4 |
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
4 |
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF |
4 |
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
4 |
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
4 |
HB Wealth Management, LLC |
4 |
Aegon Asset Management Uk Plc |
4 |
Future Fund LLC |
4 |
Hoover Financial Advisors, Inc. |
4 |
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
4 |
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
4 |
Radcliffe Capital Management, L.P. |
4 |
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
4 |
Calton & Associates, Inc. |
4 |
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A |
4 |
Ramius Advisors Llc |
4 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
4 |
PENN SERIES FUNDS INC - Small Cap Value Fund |
4 |
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
4 |
Annapolis Financial Services, LLC |
4 |
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund |
4 |
Verity Asset Management, Inc. |
4 |
Veritable, L.P. |
4 |
Elk Creek Partners, LLC |
4 |
Financial Counselors Inc |
4 |
Alpine Woods Capital Investors, Llc |
4 |
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
4 |
BKD Wealth Advisors, LLC |
4 |
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
4 |
Advanced Series Trust - Ast Mid-cap Growth Portfolio |
4 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
4 |
Longfellow Investment Management Co Llc |
4 |
Gabelli Convertible & Income Securities Fund Inc |
4 |
TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class |
4 |
Greenwood Capital Associates Llc |
4 |
Great Valley Advisor Group, Inc. |
4 |
Simplicity Wealth,LLC |
4 |
Moneta Group Investment Advisors Llc |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
4 |
Easterly Investment Partners Llc |
4 |
Arden Trust Co |
4 |
Bedel Financial Consulting, Inc. |
4 |
Values First Advisors, Inc. |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
4 |
CenterStar Asset Management, LLC |
4 |
Dana Investment Advisors, Inc. |
4 |
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional |
4 |
Northern Right Capital Management, L.P. |
4 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
4 |
Hilltop Holdings Inc. |
4 |
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class |
4 |
City State Bank |
4 |
Global X Management CO LLC |
4 |
Zevenbergen Capital Investments Llc |
4 |
Planning Capital Management Corp |
4 |
American Trust |
4 |
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
4 |
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class |
4 |
Meteora Capital, LLC |
4 |
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class |
4 |
Cambridge Trust Co |
4 |
Boreal Capital Management LLC |
4 |
Adams Diversified Equity Fund, Inc. |
4 |
Parsons Capital Management Inc/ri |
4 |
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class |
4 |
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
4 |
Main Street Group, LTD |
4 |
DeDora Capital, Inc. |
4 |
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
4 |
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
4 |
Allegheny Financial Group LTD |
4 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
4 |
Strengthening Families & Communities, LLC |
4 |
Calamos Wealth Management LLC |
4 |
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
4 |
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
4 |
SVPIX - Profunds - Small-cap Value Profund Investor Class |
4 |
Vectors Research Management, LLC |
4 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
4 |
Kilter Group LLC |
4 |
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
4 |
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
4 |
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I |
4 |
Annis Gardner Whiting Capital Advisors, LLC |
4 |
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio |
4 |
Anchor Investment Management, LLC |
4 |
Advanced Series Trust - Ast Small-cap Value Portfolio |
4 |
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
4 |
Intracoastal Capital, Llc |
4 |
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
4 |
N.E.W. Advisory Services LLC |
4 |
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund |
4 |
Country Club Bank /gfn |
4 |
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
4 |
Worth Asset Management, LLC |
4 |
Arlington Partners LLC |
4 |
Opal Wealth Advisors, LLC |
4 |
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
4 |
Zions Bancorporation |
4 |
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
4 |
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
4 |
Global Thematic Partners, LLC |
4 |
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class |
4 |
Grandeur Peak Global Advisors, LLC |
4 |
Hanson & Doremus Investment Management |
4 |
Piper Sandler & Co. |
4 |
Beacon Capital Management, LLC |
4 |
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
4 |
Veriti Management LLC |
4 |
SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
4 |
Brandywine Global Investment Management, LLC |
4 |
Thoroughbred Financial Services, Llc |
4 |
Lighthouse Investment Partners, LLC |
4 |
Menta Capital Llc |
4 |
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF |
4 |
Fortitude Advisory Group L.L.C. |
4 |
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
4 |
Quantum Private Wealth, LLC |
4 |
Ckw Financial Group |
4 |
Commerzbank Aktiengesellschaft /fi |
4 |
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
4 |
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
4 |
Saudi Central Bank |
4 |
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
4 |
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF |
4 |
Decker Retirement Planning Inc. |
4 |
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
4 |
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
4 |
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A |
4 |
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
4 |
Kennebec Savings Bank |
4 |
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A |
4 |
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
4 |
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
4 |
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC |
4 |
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class |
4 |
Harvest Management Llc |
4 |
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class |
4 |
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
4 |
Scarborough Advisors, LLC |
4 |
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I |
4 |
Sageworth Trust Co |
4 |
ADAR1 Capital Management, LLC |
4 |
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
4 |
Financial Gravity Companies, Inc. |
4 |
Cannell Capital Llc |
4 |
FMED - FIDELITY COVINGTON TRUST - Fidelity Disruptive Medicine ETF |
4 |
White Pine Capital Llc |
4 |
Monetary Management Group Inc |
4 |
Soros Fund Management Llc |
4 |
Chicago Partners Investment Group LLC |
4 |
SummitTX Capital, L.P. |
4 |
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R |
4 |
Jag Capital Management, Llc |
4 |
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
4 |
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
4 |
Mowery & Schoenfeld Wealth Management, LLC |
4 |
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
4 |
Vienna Asset Management LLC |
3 |
TPG Group Holdings (SBS) Advisors, Inc. |
3 |
MMCAP International Inc. SPC |
3 |
Glenview Capital Management, Llc |
3 |
Sarissa Capital Management LP |
3 |
Carlson Capital L P |
3 |
Sit Investment Associates Inc |
3 |
General Electric Co |
3 |
Fosun International Ltd |
3 |
Clinton Group Inc |
3 |
Discovery Group I, LLC |
3 |
North Tide Capital, Llc |
3 |
Mariner Investment Group Llc |
3 |
Cantor Fitzgerald, L. P. |
3 |
12 West Capital Management LP |
3 |
Birchview Capital, LP |
3 |
Barings Llc |
3 |
River Road Asset Management, LLC |
3 |
Clear Harbor Asset Management, LLC |
3 |
Janus Capital Management Llc |
3 |
Sun Life Financial Inc |
3 |
Perella Weinberg Partners Capital Management LP |
3 |
Alpine Associates Management Inc. |
3 |
Matrix Capital Management Company, LP |
3 |
Owl Creek Asset Management, L.P. |
3 |
Hound Partners, LLC |
3 |
Coatue Management Llc |
3 |
Primecap Management Co/ca/ |
3 |
Beck Capital Management, Llc |
3 |
Senvest Management, LLC |
3 |
Ariel Investments, Llc |
3 |
AMF Pensionsforsakring AB |
3 |
Paradigm Capital Management Inc/ny |
3 |
Cadian Capital Management, Lp |
3 |
University Of Texas/texas Am Investment Managment Co |
3 |
Empery Asset Management, LP |
3 |
Guardian Life Insurance Co Of America |
3 |
Hirschman Orin |
3 |
Consonance Capital Management LP |
3 |
Cribstone Capital Management, LLC |
3 |
Traynor Capital Management, Inc. |
3 |
Colony Group Llc |
3 |
Wilbanks Smith & Thomas Asset Management Llc |
3 |
Marsico Capital Management Llc |
3 |
M&r Capital Management Inc |
3 |
TimesSquare Capital Management, LLC |
3 |
Pacific Alternative Asset Management Company, Llc |
3 |
Flow Traders U.s. Llc |
3 |
Roundview Capital LLC |
3 |
Morningstar Investment Services LLC |
3 |
Brandes Investment Partners, Lp |
3 |
Diamond Hill Capital Management Inc |
3 |
Cowen Prime Services LLC |
3 |
Everett Harris & Co /ca/ |
3 |
New Amsterdam Partners Llc/ny |
3 |
Oracle Investment Management Inc |
3 |
Punch & Associates Investment Management, Inc. |
3 |
Brave Asset Management Inc |
3 |
Philadelphia Trust Co |
3 |
Carmignac Gestion |
3 |
Mastrapasqua Asset Management Inc |
3 |
Intrust Bank Na |
3 |
Old Mutual Global Investors (UK) Ltd. |
3 |
BOK Financial Private Wealth, Inc. |
3 |
Brown Advisory Securities, LLC |
3 |
Advisory Alpha, LLC |
3 |
University Of Notre Dame Du Lac |
3 |
Ardevora Asset Management LLP |
3 |
Formidable Asset Management, LLC |
3 |
Bourgeon Capital Management Llc |
3 |
Checchi Capital Advisers, LLC |
3 |
Manning & Napier Advisors Llc |
3 |
Gupta Wealth Management LLC |
3 |
Sentry Investment Management Llc |
3 |
D'Orazio & Associates, Inc. |
3 |
Wealthfront Inc |
3 |
Perkins Investment Management, LLC |
3 |
Jump Trading, LLC |
3 |
EULAV Asset Management |
3 |
Clough Capital Partners L P |
3 |
First Foundation Advisors |
3 |
Meiji Yasuda Life Insurance Co |
3 |
HBK Sorce Advisory LLC |
3 |
Choate Investment Advisors |
3 |
Greenleaf Trust |
3 |
APG Asset Management US Inc. |
3 |
Zeke Capital Advisors, Llc |
3 |
GV Financial Advisors |
3 |
Horizon Investments, LLC |
3 |
Private Capital Advisors, Inc. |
3 |
Evercore Wealth Management, LLC |
3 |
Rathbone Brothers plc |
3 |
Stevens First Principles Investment Advisors |
3 |
SeaTown Holdings Pte. Ltd. |
3 |
Gilman Hill Asset Management, LLC |
3 |
Vantage Investment Advisors, LLC |
3 |
Family Firm, Inc. |
3 |
Regentatlantic Capital Llc |
3 |
KAMES CAPITAL plc |
3 |
Investment House Llc |
3 |
Burt Wealth Advisors |
3 |
Calvert Investment Management, Inc. |
3 |
Washington Capital Management Inc |
3 |
Rational Advisors Llc |
3 |
Scout Investments, Inc. |
3 |
First United Bank Trust/ |
3 |
Timber Hill LLC |
3 |
Cardinal Capital Management |
3 |
Atwood & Palmer Inc |
3 |
Baker Ellis Asset Management LLC |
3 |
YHB Investment Advisors, Inc. |
3 |
Nelson Capital Management, LLC |
3 |
Trust Co Of Toledo Na /oh/ |
3 |
Perpetual Ltd |
3 |
Pinnacle Summer Investments, Inc. |
3 |
Curian Capital Llc |
3 |
Essex Financial Services, Inc. |
3 |
Hl Financial Services Llc |
3 |
Joel Isaacson & Co., LLC |
3 |
Valmark Advisers, Inc. |
3 |
Smith, Graham & Co., Investment Advisors, LP |
3 |
Marquette Asset Management, LLC |
3 |
CHURCHILL MANAGEMENT Corp |
3 |
Gateway Investment Advisers Llc |
3 |
Westchester Capital Management, LLC |
3 |
Bridges Investment Management Inc |
3 |
Country Club Trust Company, n.a. |
3 |
Bb&t Securities, Llc |
3 |
W.G. Shaheen & Associates DBA Whitney & Co |
3 |
C WorldWide Group Holding A/S |
3 |
RBF Capital, LLC |
3 |
Mount Lucas Management LP |
3 |
Avalon Advisors, Llc |
3 |
Tang Capital Management Llc |
3 |
Quantum Capital Management |
3 |
Laffer Investments |
3 |
Clark Capital Management Group, Inc. |
3 |
Glg Llc |
3 |
Mycio Wealth Partners, Llc |
3 |
Jasper Ridge Partners, L.P. |
3 |
Rockefeller Financial Services Inc |
3 |
First Interstate Bank |
3 |
Cutter & CO Brokerage, Inc. |
3 |
Old Mutual Customised Solutions (proprietary) Ltd |
3 |
TradeLink Capital LLC |
3 |
Cypress Capital Management LLC (WY) |
3 |
Tokio Marine Asset Management Co Ltd |
3 |
Cordasco Financial Network |
3 |
Ogorek Anthony Joseph /ny/ /adv |
3 |
Garrison Asset Management, LLC |
3 |
Paragon Capital Management Ltd |
3 |
Cim, Llc |
3 |
Ami Asset Management Corp |
3 |
Elm Advisors, Llc |
3 |
Integral Derivatives, LLC |
3 |
Financial Advisory Service, Inc. |
3 |
Oakbrook Investments Llc |
3 |
Foundry Partners, LLC |
3 |
Malaga Cove Capital, LLC |
3 |
City Holding Co |
3 |
DAVENPORT & Co LLC |
3 |
Alpha Windward Llc |
3 |
Cheyne Capital Management (UK) LLP |
3 |
Capstone Asset Management Co |
3 |
Exchange Capital Management, Inc. |
3 |
Perkins Coie Trust Co |
3 |
Indiana Trust & Investment Management CO |
3 |
Daiwa SB Investments Ltd. |
3 |
Carlson Capital Management |
3 |
New England Research & Management, Inc. |
3 |
Hilton Capital Management, LLC |
3 |
J. Goldman & Co LP |
3 |
Beacon Investment Advisory Services, Inc. |
3 |
Df Dent & Co Inc |
3 |
Doheny Asset Management /ca |
3 |
Brandywine Managers, Llc |
3 |
ARGI Investment Services, LLC |
3 |
ACG Wealth |
3 |
Tredje AP-fonden |
3 |
AEGON USA Investment Management, LLC |
3 |
Gladius Capital Management LP |
3 |
Covenant Multifamily Offices, LLC |
3 |
Gratus Capital LLC |
3 |
Arrow Financial Corp |
3 |
Destination Wealth Management |
3 |
JBF Capital, Inc. |
3 |
Stonebridge Capital Management Inc |
3 |
River Wealth Advisors LLC |
3 |
Pennsylvania Trust Co |
3 |
National Pension Service |
3 |
Trust Co |
3 |
Heritage Investors Management Corp |
3 |
Searle & Co. |
3 |
Capital International Inc /ca/ |
3 |
Oakworth Capital, Inc. |
3 |
Brick & Kyle, Associates |
3 |
Iguana Healthcare Management, LLC |
3 |
I.g. Investment Management, Ltd. |
3 |
Berkley W R Corp |
3 |
Continental Advisors Llc |
3 |
Piermont Capital Management LLC |
3 |
Capital Wealth Planning, LLC |
3 |
Yakira Capital Management, Inc. |
3 |
Hunter Associates Investment Management Llc |
3 |
Crestwood Advisors Group LLC |
3 |
Kepos Capital LP |
3 |
Oak Associates Ltd /oh/ |
3 |
Apriem Advisors |
3 |
Tuttle Tactical Management LLC |
3 |
Blume Capital Management, Inc. |
3 |
HWG Holdings LP |
3 |
USS Investment Management Ltd |
3 |
Dynamic Technology Lab Pte Ltd |
3 |
Frontier Wealth Management LLC |
3 |
Foresters Investment Management Company, Inc. |
3 |
Lord Abbett Developing Growth Fund, Inc. |
3 |
Kohlberg Kravis Roberts & Co. L.P. |
3 |
Clean Yield Group |
3 |
TRUE Private Wealth Advisors |
3 |
Laurel Wealth Advisors, Inc. |
3 |
Boston Trust Walden Corp |
3 |
Pitcairn Co |
3 |
Tributary Capital Management, LLC |
3 |
Gagnon Advisors, LLC |
3 |
Mn Services Vermogensbeheer B.V. |
3 |
Alpha Omega Wealth Management LLC |
3 |
Old Second National Bank Of Aurora |
3 |
Exane Asset Management |
3 |
SpiderRock Trading LLC |
3 |
Tradeworx Inc. |
3 |
New England Securities Corp /MA/ |
3 |
Washington Trust Bank |
3 |
Matarin Capital Management, LLC |
3 |
Gideon Capital Advisors, Inc. |
3 |
Spring Creek Capital Llc |
3 |
Turner Investments, L.p. |
3 |
Wafra Inc. |
3 |
Cognios Capital, LLC |
3 |
RPg Family Wealth Advisory, LLC |
3 |
Integrated Investment Consultants, LLC |
3 |
Cornerstone Wealth Management, LLC |
3 |
Camden Asset Management L P /ca |
3 |
SG Capital Management LLC |
3 |
Stone Ridge Asset Management LLC |
3 |
Clearbridge, Llc |
3 |
Redmond Asset Management, LLC |
3 |
Euclidean Technologies Management, LLC |
3 |
Vivo Capital, LLC |
3 |
Scholtz & Company, Llc |
3 |
Iszo Capital Management Lp |
3 |
Light Street Capital Management, Llc |
3 |
Stelac Advisory Services LLC |
3 |
JS Capital Management LLC |
3 |
First National Bank Of Omaha |
3 |
Bluestein R H & Co |
3 |
Dubuque Bank & Trust Co |
3 |
Cahill Financial Advisors Inc |
3 |
Highlander Capital Management, LLC |
3 |
Tairen Capital Ltd |
3 |
ARS Investment Partners, LLC |
3 |
NatWest Group plc |
3 |
USA Financial Portformulas Corp |
3 |
DRW Securities, LLC |
3 |
Banco BTG Pactual S.A. |
3 |
Kerrisdale Advisers, LLC |
3 |
Cantab Capital Partners LLP |
3 |
BNP Paribas Investment Partners S.A. |
3 |
Index Management Solutions, LLC |
3 |
Mariner Wealth Advisors-NYC, LLC |
3 |
Balter Liquid Alternatives, LLC |
3 |
Placemark Investments, Inc. |
3 |
Aurora Investment Counsel |
3 |
NuWave Investment Management, LLC |
3 |
Societe Generale |
3 |
Elite Wealth Management, Inc. |
3 |
StoneX Group Inc. |
3 |
AustralianSuper Pty Ltd |
3 |
Asset Planning Services, Ltd. |
3 |
Teton Westwood Funds |
3 |
Kohmann Bosshard Financial Services, LLC |
3 |
Rubric Capital Management LP |
3 |
Tavio Capital LLC |
3 |
Farmers & Merchants Trust Co of Chambersburg PA |
3 |
Stone House Investment Management, LLC |
3 |
First Capital Advisors Group, LLC. |
3 |
Symmetry Partners, LLC |
3 |
Virtus Alternative Investment Advisers, Inc. |
3 |
Point72 Europe (London) LLP |
3 |
Moloney Securities Asset Management, LLC |
3 |
Neuburgh Advisers LLC |
3 |
Ritholtz Wealth Management |
3 |
GSB Wealth Management, LLC |
3 |
Ridgewood Investments LLC |
3 |
Morse Asset Management, Inc |
3 |
YorkBridge Wealth Partners, LLC |
3 |
Keeley-Teton Advisors, LLC |
3 |
Clear Perspective Advisors, LLC |
3 |
Spot Trading L.l.c. |
3 |
Athos Capital Ltd |
3 |
Bb&t Investment Services, Inc. |
3 |
Donoghue Forlines LLC |
3 |
Ark Investment Management Llc |
3 |
Security National Bank |
3 |
Sawyer & Company, Inc |
3 |
Unison Advisors LLC |
3 |
Front Row Advisors LLC |
3 |
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
3 |
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
3 |
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
3 |
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
3 |
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
3 |
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
3 |
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF |
3 |
JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
3 |
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares |
3 |
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
3 |
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
3 |
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
3 |
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
3 |
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
3 |
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
3 |
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
3 |
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
3 |
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
3 |
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF |
3 |
Profunds - Profund Vp Oil & Gas |
3 |
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
3 |
PRNT - Ark ETF Trust - The 3D Printing ETF |
3 |
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A |
3 |
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
3 |
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
3 |
Virtus Global Dividend & Income Fund Inc. |
3 |
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
3 |
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
3 |
Nuveen Nasdaq 100 Dynamic Overwrite Fund |
3 |
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND |
3 |
Eaton Vance Floating-rate 2022 Target Term Trust |
3 |
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
3 |
Nuveen S&p 500 Dynamic Overwrite Fund |
3 |
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
3 |
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
3 |
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. |
3 |
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
3 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
3 |
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc. |
3 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
3 |
WUSAX - WANGER ADVISORS TRUST - Wanger USA |
3 |
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
3 |
Zazove Convertible Securities Fund Inc |
3 |
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
3 |
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class |
3 |
John Hancock Hedged Equity & Income Fund |
3 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
3 |
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
3 |
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
3 |
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
3 |
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
3 |
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A |
3 |
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
3 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
3 |
Blackrock Enhanced Equity Dividend Trust |
3 |
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
3 |
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
3 |
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
3 |
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
3 |
Oppenheimer Etf Trust |
3 |
Guggenheim Strategic Opportunities Fund |
3 |
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K |
3 |
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
3 |
Mfs Charter Income Trust |
3 |
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
3 |
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
3 |
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
3 |
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund |
3 |
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A |
3 |
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
3 |
Oppenheimer Quest For Value Funds |
3 |
Dfa Investment Trust Co - The U.s. Large Cap Value Series |
3 |
Global Opportunities Portfolio - Global Opportunities Portfolio |
3 |
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund |
3 |
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
3 |
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
3 |
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
3 |
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
3 |
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
3 |
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
3 |
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
3 |
Clough Global Dividend & Income Fund |
3 |
Ares Dynamic Credit Allocation Fund, Inc. |
3 |
Bmc Fund Inc |
3 |
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
3 |
Cion Ares Diversified Credit Fund |
3 |
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares |
3 |
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
3 |
Turner Funds |
3 |
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
3 |
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
3 |
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
3 |
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
3 |
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
3 |
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
3 |
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A |
3 |
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
3 |
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA |
3 |
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
3 |
Carmichael Hill & Associates, Inc. |
3 |
Redwood Investment Management, Llc |
3 |
Skye Global Management LP |
3 |
Truewealth Llc |
3 |
SWS Partners |
3 |
Fore Capital, LLC |
3 |
Slow Capital, Inc. |
3 |
One Wealth Advisors, LLC |
3 |
Acorn Wealth Advisors, LLC |
3 |
CNB Bank |
3 |
International Biotechnology Trust Plc |
3 |
Marino, Stram & Associates Llc |
3 |
OmniStar Financial Group, Inc. |
3 |
West Branch Capital LLC |
3 |
Claybrook Capital, LLC |
3 |
Sofinnova Investments, Inc. |
3 |
Krane Funds Advisors LLC |
3 |
Braun-Bostich & Associates Inc. |
3 |
Gables Capital Management Inc. |
3 |
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
3 |
Minichmacgregor Wealth Management, Llc |
3 |
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
3 |
Redpoint Investment Management Pty Ltd |
3 |
Avitas Wealth Management LLC |
3 |
Equitable Trust Co |
3 |
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
3 |
Equitable Holdings, Inc. |
3 |
Canton Hathaway, LLC |
3 |
Selective Wealth Management, Inc. |
3 |
AIA Group Ltd |
3 |
Impax Asset Management Group plc |
3 |
Wakefield Asset Management LLLP |
3 |
Ellis Investment Partners, LLC |
3 |
Grandview Asset Management LLC |
3 |
One68 Global Capital, LLC |
3 |
Laurel Wealth Advisors LLC |
3 |
Paradigm Financial Partners, Llc |
3 |
Aptus Capital Advisors, LLC |
3 |
Islet Management, LP |
3 |
Alphabet Inc. |
3 |
PRW Wealth Management LLC |
3 |
Abundance Wealth Counselors |
3 |
Seeyond |
3 |
Alera Investment Advisors, LLC |
3 |
Salomon & Ludwin, LLC |
3 |
Pensionmark Financial Group, Llc |
3 |
Wealthfront Advisers Llc |
3 |
Aspire Private Capital, LLC |
3 |
Human Investing LLC |
3 |
Gyl Financial Synergies, Llc |
3 |
Voleon Capital Management Lp |
3 |
Lake Point Wealth Management |
3 |
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
3 |
Gq Asset Management, Llc |
3 |
Waddell & Associates, Llc |
3 |
Arden Investment Series Trust |
3 |
WT Wealth Management |
3 |
Personal Cfo Solutions, Llc |
3 |
Pacitti Group Inc. |
3 |
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I |
3 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C |
3 |
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
3 |
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A |
3 |
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A |
3 |
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) |
3 |
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) |
3 |
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
3 |
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
3 |
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) |
3 |
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
3 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
3 |
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) |
3 |
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
3 |
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) |
3 |
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
3 |
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
3 |
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) |
3 |
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
3 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I |
3 |
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
3 |
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
3 |
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class |
3 |
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
3 |
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
3 |
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A |
3 |
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
3 |
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
3 |
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC |
3 |
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
3 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A |
3 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
3 |
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
3 |
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
3 |
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio |
3 |
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio |
3 |
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
3 |
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
3 |
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I |
3 |
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I |
3 |
PACIFIC SELECT FUND - Value Advantage Portfolio Class I |
3 |
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class |
3 |
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
3 |
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
3 |
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
3 |
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
3 |
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
3 |
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
3 |
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV |
3 |
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV |
3 |
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
3 |
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I |
3 |
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
3 |
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A |
3 |
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
3 |
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
3 |
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
3 |
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II |
3 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
3 |
JACKSON VARIABLE SERIES TRUST - JNL/Nicholas Convertible Arbitrage Fund (A) |
3 |
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A |
3 |
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
3 |
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional |
3 |
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
3 |
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
3 |
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
3 |
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond 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 |
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
3 |
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
3 |
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
3 |
EQ ADVISORS TRUST - EQ/Oppenheimer Global Portfolio Class IA |
3 |
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
3 |
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
3 |
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB |
3 |
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB |
3 |
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
3 |
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
3 |
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares |
3 |
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares |
3 |
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A |
3 |
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
3 |
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
3 |
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A |
3 |
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
3 |
BWAFX - AMG Funds I - AMG Managers Brandywine Advisors Mid Cap Growth Fund Class N |
3 |
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A |
3 |
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional |
3 |
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
3 |
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class |
3 |
OBEGX - OBERWEIS FUNDS - Oberweis Global Opportunities Fund Investor Class |
3 |
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A |
3 |
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
3 |
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I |
3 |
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A |
3 |
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A |
3 |
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
3 |
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3 |
3 |
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A |
3 |
FBT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NYSE Arca Biotechnology Index Fund |
3 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A |
3 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A |
3 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 |
3 |
SAGAX - VIRTUS ASSET TRUST - Virtus Zevenbergen Innovative Growth Stock Fund Class A |
3 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
3 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
3 |
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class |
3 |
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A |
3 |
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
3 |
Securian Funds Trust - SFT Ivy Small Cap Growth Fund |
3 |
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I |
3 |
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A |
3 |
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
3 |
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
3 |
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
3 |
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I |
3 |
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
3 |
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
3 |
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
3 |
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
3 |
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
3 |
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
3 |
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I |
3 |
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I |
3 |
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B |
3 |
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
3 |
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
3 |
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
3 |
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
3 |
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
3 |
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF |
3 |
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
3 |
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund |
3 |
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund |
3 |
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia |
3 |
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV |
3 |
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV |
3 |
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
3 |
FEDERATED CORE TRUST - Federated Bank Loan Core Fund |
3 |
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
3 |
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
3 |
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
3 |
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class |
3 |
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
3 |
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
3 |
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class |
3 |
AWRIX - American Century Variable Portfolios Inc - Vp Growth Fund Class I |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class |
3 |
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
3 |
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A |
3 |
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
3 |
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
3 |
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class |
3 |
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A |
3 |
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class |
3 |
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
3 |
FTXH - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Pharmaceuticals ETF |
3 |
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
3 |
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
3 |
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R |
3 |
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
3 |
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
3 |
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares |
3 |
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II |
3 |
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A |
3 |
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
3 |
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
3 |
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
3 |
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
3 |
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
3 |
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio |
3 |
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class |
3 |
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF |
3 |
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
3 |
DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A |
3 |
DFCIX - Delaware Group Equity Funds Iv - Delaware Smid Cap Growth Fund Class A |
3 |
BBH - VanEck Vectors ETF Trust - VanEck Vectors Biotech ETF |
3 |
Profunds - Profund Vp Small-cap Growth |
3 |
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
3 |
MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class |
3 |
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class |
3 |
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
3 |
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF |
3 |
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF |
3 |
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
3 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
3 |
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
3 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
3 |
WAMCX - WASATCH FUNDS TRUST - Wasatch Ultra Growth Fund Investor Class shares |
3 |
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
3 |
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A |
3 |
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A |
3 |
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A |
3 |
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class |
3 |
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I |
3 |
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A |
3 |
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
3 |
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares |
3 |
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares |
3 |
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
3 |
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
3 |
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
3 |
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 |
3 |
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
3 |
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A |
3 |
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
3 |
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
3 |
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
3 |
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
3 |
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
3 |
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
3 |
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
3 |
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A |
3 |
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z |
3 |
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF |
3 |
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
3 |
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
3 |
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
3 |
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
3 |
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
3 |
HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class |
3 |
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A |
3 |
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A |
3 |
TNFIX - 1290 Funds - 1290 Convertible Securities Fund Class I |
3 |
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T |
3 |
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I |
3 |
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES |
3 |
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES |
3 |
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A |
3 |
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
3 |
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
3 |
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
3 |
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class |
3 |
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
3 |
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
3 |
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
3 |
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
3 |
ACLTX - American Century Mutual Funds, Inc. - Nt Growth Fund G Class |
3 |
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
3 |
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
3 |
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
3 |
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
3 |
CPI - IndexIQ ETF Trust - IQ Real Return ETF |
3 |
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y |
3 |
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A |
3 |
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF |
3 |
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
3 |
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
3 |
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF |
3 |
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
3 |
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF |
3 |
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
3 |
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
3 |
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A |
3 |
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A |
3 |
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
3 |
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A |
3 |
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
3 |
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
3 |
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
3 |
IDNA - iSHARES TRUST - iShares Genomics Immunology and Healthcare ETF |
3 |
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF |
3 |
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
3 |
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF |
3 |
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
3 |
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
3 |
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
3 |
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares |
3 |
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
3 |
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF |
3 |
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF |
3 |
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF |
3 |
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
3 |
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class |
3 |
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
3 |
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A |
3 |
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 |
3 |
SUNAMERICA SERIES TRUST - SA WellsCap Aggressive Growth Portfolio Class 1 |
3 |
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
3 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
3 |
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 |
3 |
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C |
3 |
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
3 |
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares |
3 |
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares |
3 |
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A |
3 |
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
3 |
DWAQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA NASDAQ Momentum ETF |
3 |
SGPIX - Profunds - Small-cap Growth Profund Investor Class |
3 |
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
3 |
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares |
3 |
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares |
3 |
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A |
3 |
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
3 |
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF |
3 |
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF |
3 |
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund |
3 |
Hoey Investments, Inc |
3 |
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund |
3 |
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund |
3 |
Savior LLC |
3 |
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
3 |
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A |
3 |
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
3 |
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
3 |
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
3 |
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
3 |
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I |
3 |
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A |
3 |
KRMA - Global X Funds - Global X Conscious Companies ETF |
3 |
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
3 |
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
3 |
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund |
3 |
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund |
3 |
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
3 |
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
3 |
FSHCX - FIDELITY SELECT PORTFOLIOS - Health Care Services Portfolio |
3 |
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
3 |
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
3 |
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
3 |
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
3 |
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A |
3 |
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A |
3 |
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A |
3 |
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
3 |
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
3 |
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
3 |
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
3 |
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
3 |
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A |
3 |
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
3 |
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
3 |
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
3 |
BFOR - ALPS ETF Trust - Barron's 400 ETF |
3 |
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF |
3 |
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
3 |
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
3 |
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
3 |
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
3 |
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
3 |
GDNA - Goldman Sachs ETF Trust - Goldman Sachs Motif Human Evolution ETF |
3 |
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
3 |
VCBCX - VALIC Co I - Blue Chip Growth Fund |
3 |
VCAAX - VALIC Co I - Asset Allocation Fund |
3 |
VSSGX - VALIC Co I - Small-Mid Growth Fund |
3 |
VCCCX - VALIC Co I - Capital Conservation Fund |
3 |
VCIGX - VALIC Co I - Dividend Value Fund |
3 |
VGLSX - VALIC Co I - Global Strategy Fund |
3 |
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A |
3 |
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus |
3 |
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A |
3 |
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
3 |
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
3 |
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
3 |
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
3 |
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
3 |
VISEX - VALIC Co II - International Opportunities Fund |
3 |
VCCBX - VALIC Co II - Core Bond Fund |
3 |
VCSBX - VALIC Co II - Strategic Bond Fund |
3 |
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
3 |
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A |
3 |
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
3 |
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio |
3 |
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF |
3 |
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
3 |
PSCH - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Health Care ETF |
3 |
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
3 |
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
3 |
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF |
3 |
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
3 |
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
3 |
Red Door Wealth Management, LLC |
3 |
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class |
3 |
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
3 |
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
3 |
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A |
3 |
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A |
3 |
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
3 |
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares |
3 |
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
3 |
BlackRock Credit Strategies Fund |
3 |
GFG Capital, LLC |
3 |
TBH Global Asset Management, LLC |
3 |
Horizon Bancorp Inc /in/ |
3 |
Marks Group Wealth Management, Inc |
3 |
Mine & Arao Wealth Creation & Management, LLC. |
3 |
CBIZ Investment Advisory Services, LLC |
3 |
Keebeck Alpha, LP |
3 |
Mayo Clinic |
3 |
Wealth Alliance |
3 |
Menard Financial Group LLC |
3 |
Capital Advisory Group Advisory Services, LLC |
3 |
Center for Financial Planning, Inc. |
3 |
Ballast Advisors Llc |
3 |
Deseret Mutual Benefit Administrators |
3 |
Haafor (Singapore) Pte. Ltd. |
3 |
Seven Springs Wealth Group, LLC |
3 |
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF |
3 |
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 |
3 |
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
3 |
RMR Wealth Builders |
3 |
Filbrandt Wealth Management, LLC |
3 |
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
3 |
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
3 |
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
3 |
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
3 |
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF |
3 |
Ziegler Capital Management, LLC |
3 |
Glg Inc. |
3 |
Rosenberg Matthew Hamilton |
3 |
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
3 |
FundVantage Trust - Verplanck Balanced Fund |
3 |
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
3 |
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class |
3 |
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class |
3 |
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares |
3 |
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class |
3 |
NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class |
3 |
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
3 |
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF |
3 |
BMPEX - FORUM FUNDS - Beck, Mack & Oliver Partners Fund |
3 |
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares |
3 |
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
3 |
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N 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 |
SCGFX - Managed Portfolio Series - Friess Small Cap Growth Fund Institutional Class |
3 |
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
3 |
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A |
3 |
ZVNBX - Trust for Advised Portfolios - Zevenbergen Growth Fund Investor Class |
3 |
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
3 |
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
3 |
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
3 |
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares |
3 |
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S |
3 |
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF |
3 |
FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class |
3 |
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
3 |
JMCGX - Jacob Funds Inc. - Jacob Micro Cap Growth Fund Investor Class |
3 |
FMEDX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Medicine Fund |
3 |
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional |
3 |
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
3 |
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
3 |
Lountzis Asset Management, Llc |
3 |
Jacob Asset Management Of New York Llc |
3 |
GERM - ETF Managers Trust - ETFMG Treatments, Testing and Advancements ETF |
3 |
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF |
3 |
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A |
3 |
Quantedge Capital Pte Ltd |
3 |
First Horizon Corp |
3 |
Knight Capital Group, Inc. |
3 |
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
3 |
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF |
3 |
Two Roads Shared Trust - Anfield Universal Fixed Income ETF |
3 |
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF |
3 |
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
3 |
VIRS - Pacer Funds Trust - Pacer BioThreat Strategy ETF |
3 |
Allianz Se |
3 |
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF |
3 |
First Pacific Financial |
3 |
Windmill Hill Asset Management Ltd |
3 |
Bnc Wealth Management, Llc |
3 |
IBBJ - ETF Series Solutions - Defiance Nasdaq Junior Biotechnology ETF |
3 |
BlackRock ETF Trust - BlackRock Future Innovators ETF |
3 |
THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares |
3 |
ACVF - ETF Opportunities Trust - American Conservative Values ETF |
3 |
Oak Harvest Investment Services |
3 |
Clearview Wealth Advisors LLC |
3 |
MTM Investment Management, LLC |
3 |
Legal Advantage Investments, Inc. |
3 |
Berger Financial Group, Inc |
3 |
Mizuho Markets Americas Llc |
3 |
Syverson Strege & Co |
3 |
Eagle Health Investments LP |
3 |
Aaron Wealth Advisors LLC |
3 |
Golden State Equity Partners |
3 |
OneAscent Wealth Management LLC |
3 |
Wd Rutherford Llc |
3 |
Accretive Wealth Partners, LLC |
3 |
Lebenthal Global Advisors, LLC |
3 |
Humankind Investments LLC |
3 |
Woodward Diversified Capital, Llc |
3 |
Standard Family Office LLC |
3 |
AtonRa Partners |
3 |
Colonial River Wealth Management, LLC |
3 |
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares |
3 |
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
3 |
SkyView Investment Advisors, LLC |
3 |
B. Metzler seel. Sohn & Co. Holding AG |
3 |
Childress Capital Advisors, Llc |
3 |
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
3 |
Connectus Wealth, LLC |
3 |
O'Neil Global Advisors, Inc. |
3 |
Stonnington Group, Llc |
3 |
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF |
3 |
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS |
3 |
BlackRock Innovation & Growth Trust |
3 |
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF |
3 |
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF |
3 |
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
3 |
Heritage Wealth Management, Llc |
3 |
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF |
3 |
VVMCX - VALIC Co I - Mid Cap Value Fund |
3 |
VVSGX - VALIC Co I - Small Cap Growth Fund |
3 |
Bbva Usa |
3 |
Pinnacle Wealth Management Group, Inc. |
3 |
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA |
3 |
JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
3 |
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF |
3 |
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
3 |
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
3 |
JFWD - Jacob Funds Inc. - Jacob Forward ETF |
3 |
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 |
3 |
Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
3 |
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 |
3 |
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF |
3 |
Amplify ETF Trust - Amplify Thematic All-Stars ETF |
3 |
McElhenny Sheffield Capital Management, LLC |
3 |
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
3 |
Smith Group Asset Management, LLC |
3 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
3 |
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
3 |
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I |
3 |
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C |
3 |
STFBX - Advisers Investment Trust - State Farm Balanced Fund |
3 |
PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C |
3 |
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares |
3 |
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF |
3 |
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares |
3 |
Oak Thistle LLC |
3 |
Reuter James Wealth Management, Llc |
3 |
Claris Advisors, Llc / Mo / |
3 |
GDOC - Goldman Sachs ETF Trust - Goldman Sachs Future Health Care Equity ETF |
3 |
Desjardins Global Asset Management Inc. |
3 |
Missouri Trust & Investment Co |
3 |
Congress Wealth Management LLC / DE / |
3 |
Sandy Cove Advisors, LLC |
3 |
GraniteShares Advisors LLC |
3 |
Paralel Advisors LLC |
3 |
Washington Trust Advisors, Inc. |
3 |
Krs Capital Management, Llc |
3 |
Pavadi Capital LLC |
3 |
Fifth Lane Capital, Lp |
3 |
Sandia Investment Management LP |
3 |
Pluribus Labs, LLC |
3 |
Mbb Public Markets I Llc |
3 |
James Reed Financial Services, Inc. |
3 |
Seaport Global Advisors, LLC |
3 |
Wahed Invest LLC |
3 |
Zullo Investment Group, Inc. |
3 |
Ulland Investment Advisors, LLC |
3 |
Forum Financial Management, LP |
3 |
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund |
3 |
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
3 |
Oaktree Diversified Income Fund Inc. |
3 |
Psagot Value Holdings Ltd. / (Israel) |
3 |
Comprehensive Financial Consultants Institutional, Inc. |
3 |
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
3 |
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
3 |
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class |
3 |
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A |
3 |
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF |
3 |
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF |
3 |
My Personal CFO, LLC |
3 |
Provence Wealth Management Group |
3 |
EHP Funds Inc. |
3 |
1620 Investment Advisors, Inc. |
3 |
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF |
3 |
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF |
3 |
Vise Technologies, Inc. |
3 |
XHYH - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Healthcare Sector ETF |
3 |
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
3 |
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
3 |
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
3 |
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF |
3 |
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF |
3 |
Castle Wealth Management Llc |
3 |
EdgeRock Capital LLC |
3 |
Tradewinds, LLC. |
3 |
Global Assets Advisory, LLC |
3 |
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio |
3 |
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF |
3 |
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I |
3 |
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
3 |
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF |
3 |
Citizens Business Bank |
3 |
Balboa Wealth Partners |
3 |
Armstrong Advisory Group, Inc |
3 |
Trifecta Capital Advisors, LLC |
3 |
Daymark Wealth Partners, Llc |
3 |
Glass Jacobson Investment Advisors llc |
3 |
McGlone Suttner Wealth Management, Inc. |
3 |
Thematics Asset Management |
3 |
ISAM Funds (UK) Ltd |
3 |
Allstate Investment Management Co |
3 |
Kula Investments, LLC |
3 |
Terrapin Asset Management, LLC |
3 |
Numerai GP LLC |
3 |
8 Knots Management, Llc |
3 |
Mill Creek Capital Advisors, LLC |
3 |
SageView Advisory Group, LLC |
3 |
Linden Thomas Advisory Services, LLC |
3 |
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund |
3 |
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
3 |
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
3 |
STXV - EA Series Trust - Strive 1000 Value ETF |
3 |
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF |
3 |
Cm Wealth Advisors Llc |
3 |
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF |
3 |
Zrc Wealth Management, Llc |
3 |
Barrett & Company, Inc. |
3 |
PFG Investments, LLC |
3 |
Ofi Invest Asset Management |
3 |
La Banque Postale Asset Management SA |
3 |
Pine Valley Investments Ltd Liability Co |
3 |
CONIX - LAZARD FUNDS INC - Lazard US Convertibles Portfolio Institutional Shares |
3 |
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
3 |
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
3 |
Efg Capital International Corp. |
3 |
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
3 |
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
3 |
Prosperity Wealth Management, Inc. |
3 |
DecisionPoint Financial, LLC |
3 |
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF |
3 |
Cape Investment Advisory, Inc. |
3 |
Tema ETF Trust - Tema Oncology ETF |
3 |
BluePath Capital Management, LLC |
3 |
Tiaa Trust, National Association |
3 |
Moss Adams Wealth Advisors LLC |
3 |
Valued Wealth Advisors LLC |
3 |
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
3 |
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF |
3 |
Lecap Asset Management Ltd |
3 |
Wetzel Investment Advisors, Inc. |
3 |
Cetera Trust Company, N.A |
3 |
AJOVista, LLC |
3 |
Everpar Advisors Llc |
3 |
Whalen Wealth Management Inc. |
3 |
Financial Network Wealth Advisors LLC |
3 |
SIH Partners, LLLP |
3 |
Degroof Petercam Asset Management |
3 |
Caitlin John, LLC |
3 |
Torno Capital, Llc |
3 |
Exome Asset Management LLC |
3 |
Vima Llc |
3 |
Able Wealth Management LLC |
3 |
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
3 |
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF |
3 |
Creekmur Asset Management LLC |
3 |
Ables, Iannone, Moore & Associates, Inc. |
3 |
Kapitalo Investimentos Ltda |
3 |
WealthCollab, LLC |
3 |
Financial Synergies Wealth Advisors, Inc. |
3 |
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund |
3 |
Triad Wealth Partners, LLC |
3 |
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
3 |
Diversify Advisory Services, LLC |
3 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
3 |
New Covenant Trust Company, N.A. |
3 |
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
3 |
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia |
3 |
Amplify ETF Trust - Amplify Treatments, Testing and Advancements ETF |
3 |
Global X Japan Co., Ltd. |
3 |
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
3 |
Fairscale Capital, LLC |
3 |
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund |
3 |
Net Worth Advisory Group |
3 |
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF |
3 |
NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I |
3 |
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I |
3 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
3 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
3 |
Crews Bank & Trust |
3 |
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF |
3 |
Fedenia Advisers LLC |
3 |
First Financial Group Corp |
3 |
Curio Wealth, Llc |
3 |
Bryce Point Capital, LLC |
3 |
Richards, Merrill & Peterson, Inc. |
3 |
Peak6 Llc |
3 |
Raiffeisen Bank International AG |
3 |
Bayforest Capital Ltd |
3 |
Catalio Capital Management, LP |
3 |
Persistent Asset Partners Ltd |
3 |
Tema Etfs Llc |
3 |
Mpwm Advisory Solutions, Llc |
3 |
REAP Financial Group, LLC |
3 |
Copia Wealth Management |
3 |
Lansforsakringar Fondforvaltning AB (publ) |
3 |
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 |
3 |
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 |
3 |
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 |
3 |
North Capital, Inc. |
3 |
MJT & Associates Financial Advisory Group, Inc. |
3 |
Pacific Capital Partners Ltd |
3 |
Zions Bancorporation, National Association /ut/ |
3 |
Binnacle Investments Inc |
3 |
Rakuten Investment Management, Inc. |
3 |
Nova Wealth Management, Inc. |
3 |
Wealth Management Associates, Inc. |
3 |
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite 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 |
Harbor Asset Planning, Inc. |
3 |
Midwest Trust Co |
3 |
Marex Group plc |
3 |
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF |
3 |
Caldwell Trust Co |
3 |