Proequities, Inc. |
183 |
Citadel Advisors Llc |
183 |
Morgan Stanley |
182 |
UBS Group AG |
179 |
Royal Bank Of Canada |
175 |
Goldman Sachs Group Inc |
164 |
Susquehanna International Group, Llp |
164 |
Bank Of America Corp /de/ |
164 |
Jpmorgan Chase & Co |
163 |
Deutsche Bank Ag\ |
159 |
Barclays Plc |
155 |
Toronto Dominion Bank |
153 |
Millennium Management Llc |
152 |
Wells Fargo & Company/mn |
151 |
Citigroup Inc |
151 |
Virtu Financial LLC |
148 |
Bank Of Montreal /can/ |
145 |
Jane Street Group, Llc |
140 |
Tower Research Capital LLC (TRC) |
138 |
BlackRock, Inc. |
136 |
Renaissance Technologies Llc |
134 |
Advisor Group Holdings, Inc. |
133 |
Group One Trading, L.p. |
129 |
Simplex Trading, Llc |
129 |
Sprott Inc. |
127 |
Credit Suisse Ag/ |
127 |
Fmr Llc |
126 |
Bnp Paribas Arbitrage, Sa |
124 |
Vanguard Group Inc |
119 |
Two Sigma Investments, Lp |
119 |
Van Eck Associates Corp |
118 |
IFP Advisors, Inc |
118 |
LPL Financial LLC |
116 |
Hrt Financial Lp |
116 |
Federation des caisses Desjardins du Quebec |
115 |
Northwestern Mutual Wealth Management Co |
115 |
Geode Capital Management, Llc |
114 |
Creative Planning |
114 |
National Bank Of Canada /fi/ |
112 |
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
110 |
Invesco Ltd. |
109 |
Bank of New York Mellon Corp |
109 |
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
109 |
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
108 |
Pnc Financial Services Group, Inc. |
107 |
D. E. Shaw & Co., Inc. |
107 |
Ameriprise Financial Inc |
107 |
Two Sigma Securities, Llc |
106 |
Cubist Systematic Strategies, LLC |
106 |
Cambridge Investment Research Advisors, Inc. |
105 |
SG Americas Securities, LLC |
105 |
Two Sigma Advisers, Lp |
105 |
Raymond James Financial Inc |
104 |
Manufacturers Life Insurance Company, The |
103 |
Verition Fund Management LLC |
103 |
Marshall Wace, Llp |
102 |
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
101 |
HighTower Advisors, LLC |
101 |
Us Global Investors Funds |
100 |
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
100 |
Northern Trust Corp |
100 |
XTX Topco Ltd |
99 |
U S Global Investors Inc |
99 |
CIBC World Markets Inc. |
99 |
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
98 |
Wolverine Trading, Llc |
97 |
TD Waterhouse Canada Inc. |
97 |
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
96 |
Russell Investments Group, Ltd. |
96 |
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
96 |
Cwm, Llc |
95 |
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
95 |
Dimensional Fund Advisors Lp |
94 |
Nomura Holdings Inc |
93 |
MASTER BOND LLC - Master Total Return Portfolio |
93 |
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
93 |
Steward Partners Investment Advisory, Llc |
93 |
Us Bancorp \de\ |
93 |
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
92 |
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
91 |
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
91 |
Commonwealth Equity Services, Llc |
90 |
Hsbc Holdings Plc |
90 |
Squarepoint Ops LLC |
90 |
Kcg Holdings, Inc. |
89 |
Captrust Financial Advisors |
89 |
Raymond James & Associates |
89 |
Schonfeld Strategic Advisors LLC |
89 |
Alliancebernstein L.p. |
89 |
American International Group, Inc. |
88 |
Advisory Services Network, LLC |
88 |
GWM Advisors LLC |
88 |
Ubs Asset Management Americas Inc |
88 |
Walleye Capital LLC |
87 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
87 |
Franklin Resources Inc |
86 |
Ubs Ag |
86 |
Polar Asset Management Partners Inc. |
86 |
State Street Corp |
86 |
Mackenzie Financial Corp |
86 |
Stifel Financial Corp |
85 |
Prelude Capital Management, Llc |
85 |
Balyasny Asset Management Llc |
85 |
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
85 |
Legal & General Group Plc |
85 |
Old Mission Capital Llc |
85 |
Qube Research & Technologies Ltd |
84 |
Connor, Clark & Lunn Investment Management Ltd. |
83 |
Scotia Capital Inc. |
83 |
Guggenheim Capital Llc |
82 |
Ladenburg Thalmann Financial Services Inc |
82 |
Zurcher Kantonalbank (Zurich Cantonalbank) |
82 |
Allworth Financial LP |
82 |
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Gold & Special Minerals Fund Class C |
81 |
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
81 |
Great West Life Assurance Co /can/ |
81 |
Cutler Group LP |
81 |
Paloma Partners Management Co |
81 |
American Century Companies Inc |
81 |
Quantbot Technologies LP |
81 |
Wolverine Asset Management Llc |
80 |
Mirae Asset Global Investments Co., Ltd. |
80 |
SBI Securities Co., Ltd. |
80 |
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
79 |
LMR Partners LLP |
79 |
HAP Trading, LLC |
78 |
Geneos Wealth Management Inc. |
78 |
Rhumbline Advisers |
78 |
Quadrature Capital Ltd |
78 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
77 |
Harbour Investments, Inc. |
77 |
Raymond James Financial Services Advisors, Inc. |
77 |
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
77 |
Acadian Asset Management Llc |
76 |
Advisor Group, Inc. |
76 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
76 |
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
76 |
International Assets Investment Management, Llc |
76 |
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
76 |
National Asset Management, Inc. |
76 |
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
76 |
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
76 |
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
76 |
Bessemer Group Inc |
76 |
1832 Asset Management L.P. |
75 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
75 |
Brewin Dolphin Ltd |
75 |
Jones Financial Companies Lllp |
75 |
PEAK6 Investments LLC |
75 |
Shell Asset Management Co |
75 |
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 |
75 |
Global X Funds |
75 |
Jump Financial, LLC |
75 |
ExodusPoint Capital Management, LP |
75 |
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
74 |
Canada Pension Plan Investment Board |
74 |
Fifth Third Bancorp |
74 |
Rathbone Brothers plc |
74 |
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
74 |
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
74 |
Price T Rowe Associates Inc /md/ |
74 |
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
73 |
Man Group plc |
73 |
Oppenheimer Gold & Special Minerals Fund |
73 |
Engineers Gate Manager LP |
73 |
Walleye Trading LLC |
72 |
FKRCX - Franklin Gold & Precious Metals Fund - Franklin Gold & Precious Metals Fund Class A |
72 |
Huntington National Bank |
72 |
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
72 |
Parallel Advisors, LLC |
72 |
Private Advisor Group, LLC |
72 |
Aqr Capital Management Llc |
72 |
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
72 |
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
71 |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
71 |
Arrowstreet Capital, Limited Partnership |
71 |
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
71 |
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
71 |
Nuveen Asset Management, LLC |
71 |
Banque Cantonale Vaudoise |
71 |
Flow Traders U.s. Llc |
71 |
Signaturefd, Llc |
71 |
Parallax Volatility Advisers, L.P. |
70 |
HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
70 |
K2 Principal Fund, L.p. |
70 |
FNY Investment Advisers, LLC |
70 |
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
70 |
Charles Schwab Investment Management Inc |
70 |
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
69 |
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
69 |
Bank Of Nova Scotia |
69 |
Y-Intercept (Hong Kong) Ltd |
69 |
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
69 |
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
69 |
AdvisorNet Financial, Inc |
69 |
Amundi |
69 |
JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
68 |
Credit Agricole S A |
68 |
Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
68 |
Cetera Investment Advisers |
68 |
Neuberger Berman Group LLC |
68 |
Toroso Investments, LLC |
68 |
Tradewinds Capital Management, LLC |
68 |
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
68 |
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
67 |
Swiss National Bank |
67 |
Oxford Asset Management Llp |
67 |
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
67 |
Alps Advisors Inc |
67 |
Td Asset Management Inc |
67 |
CoreCap Advisors, LLC |
67 |
Tudor Investment Corp Et Al |
67 |
Dynamic Technology Lab Private Ltd |
67 |
NEXT Financial Group, Inc |
67 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
67 |
Boothbay Fund Management, Llc |
67 |
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
67 |
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
67 |
BlackRock Fund Advisors |
66 |
Point72 Asset Management, L.P. |
66 |
Centiva Capital, LP |
66 |
EverSource Wealth Advisors, LLC |
66 |
Commerzbank Aktiengesellschaft /fi |
66 |
Sei Investments Co |
66 |
Wellington Management Group Llp |
66 |
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
66 |
Tocqueville Asset Management L.p. |
66 |
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. |
66 |
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
65 |
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
65 |
Gabelli Funds Llc |
65 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
65 |
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
65 |
Mariner, LLC |
65 |
A.R.T. Advisors, LLC |
65 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
65 |
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
64 |
Belpointe Asset Management LLC |
64 |
Quadrant Capital Group Llc |
64 |
Marshall Wace North America L.P. |
64 |
First Horizon Advisors, Inc. |
64 |
Global Retirement Partners, LLC |
64 |
Optiver Holding B.V. |
64 |
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
64 |
Envestnet Asset Management Inc |
64 |
Global X Management CO LLC |
63 |
Jefferies Group LLC |
63 |
GLDAX - Gabelli Gold Fund, Inc. - GABELLI GOLD FUND INC CLASS A |
63 |
Alpine Global Management, LLC |
63 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
63 |
Gamco Global Gold, Natural Resources & Income Trust |
63 |
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
63 |
CIBC Private Wealth Group, LLC |
63 |
PEAK6 Investments, L.P. |
63 |
JustInvest LLC |
63 |
Alberta Investment Management Corp |
63 |
Caitong International Asset Management Co., Ltd |
63 |
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
63 |
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
62 |
Hartford Mutual Funds Inc/ct |
62 |
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
62 |
College Retirement Equities Fund |
62 |
Schroder Investment Management Group |
62 |
First Trust Advisors Lp |
62 |
OMERS ADMINISTRATION Corp |
62 |
BGEIX - American Century Quantitative Equity Funds, Inc. - Global Gold Fund Investor Class |
62 |
Macquarie Group Ltd |
62 |
Ronald Blue Trust, Inc. |
62 |
Aigen Investment Management, Lp |
62 |
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
62 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
62 |
USERX - US GLOBAL INVESTORS FUNDS - Gold and Precious Metals Fund |
61 |
BRAMX - Blackrock Allocation Target Shares - Bats Series M |
61 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
61 |
BlueCrest Capital Management Ltd |
61 |
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
61 |
TCI Wealth Advisors, Inc. |
61 |
Nuveen, LLC |
60 |
GDXJ - VanEck Vectors ETF Trust - VanEck Vectors Junior Gold Miners ETF |
60 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
60 |
Comerica Bank |
60 |
Norges Bank |
59 |
Edmond De Rothschild Holding S.a. |
59 |
Ergoteles LLC |
59 |
MAI Capital Management |
59 |
Northwest & Ethical Investments L.P. |
59 |
Natixis |
59 |
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
59 |
New York State Common Retirement Fund |
58 |
ORG Partners LLC |
58 |
Six Circles Trust - Six Circles Global Bond Fund |
58 |
Jane Street Holding, LLC |
58 |
DFA INVESTMENT TRUST CO - The Canadian Small Company Series |
58 |
Moore Capital Management, Lp |
58 |
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
58 |
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF |
58 |
Cetera Advisor Networks LLC |
58 |
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
58 |
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
58 |
Caption Management, LLC |
58 |
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
58 |
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
58 |
Gamco Natural Resources, Gold & Income Trust |
58 |
Oppenheimer Funds Inc |
58 |
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
58 |
Hollencrest Capital Management |
58 |
Principal Funds Inc |
58 |
Parametric Portfolio Associates Llc |
58 |
CIBC Asset Management Inc |
58 |
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
58 |
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
57 |
BlackRock Institutional Trust Company, N.A. |
57 |
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
57 |
PDT Partners, LLC |
57 |
Public Employees Retirement System Of Ohio |
57 |
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
57 |
O'shaughnessy Asset Management, Llc |
57 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
57 |
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
57 |
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
57 |
Sigma Planning Corp |
57 |
American Portfolios Advisors |
57 |
Agf Investments Inc. |
57 |
Pacer Advisors, Inc. |
57 |
Tradition Wealth Management, LLC |
56 |
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
56 |
D.a. Davidson & Co. |
56 |
Voya Investment Management Llc |
56 |
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
56 |
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
56 |
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
56 |
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
56 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
56 |
State Of Wisconsin Investment Board |
56 |
Lazard Asset Management Llc |
56 |
Compagnie Lombard Odier SCmA |
56 |
NewSquare Capital LLC |
56 |
Pictet Asset Management Holding SA |
56 |
Rockefeller Capital Management L.P. |
56 |
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
56 |
Public Sector Pension Investment Board |
56 |
ASA Gold & Precious Metals Ltd |
56 |
Janus Henderson Group Plc |
56 |
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
55 |
IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
55 |
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
55 |
Highbridge Capital Management Llc |
55 |
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I |
55 |
Allianz Asset Management GmbH |
55 |
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
55 |
Victory Capital Management Inc |
55 |
Russell Frank Co/ |
55 |
Picton Mahoney Asset Management |
55 |
Farther Finance Advisors, LLC |
55 |
Money Concepts Capital Corp |
55 |
Voloridge Investment Management, Llc |
55 |
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
55 |
StoneX Group Inc. |
54 |
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
54 |
MetLife Securities, Inc |
54 |
Euro Pacific Asset Management, LLC |
54 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
54 |
Peak6 Llc |
54 |
Lindbrook Capital, Llc |
54 |
IMC-Chicago, LLC |
54 |
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class |
54 |
Bayesian Capital Management, LP |
53 |
SPROTT FUNDS TRUST - Sprott Gold Equity Fund Institutional Class |
53 |
Kestra Advisory Services, LLC |
53 |
Vontobel Holding Ltd. |
53 |
Stratos Wealth Partners, LTD. |
53 |
Graham Capital Management, L.P. |
53 |
CoreCommodity Management, LLC |
53 |
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
53 |
Gradient Investments LLC |
53 |
Spire Wealth Management |
53 |
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
53 |
Sonora Investment Management, LLC |
53 |
Patriot Financial Group Insurance Agency, LLC |
53 |
Assetmark, Inc |
53 |
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
53 |
Anson Funds Management LP |
53 |
Newbridge Financial Services Group, Inc. |
52 |
Campbell & CO Investment Adviser LLC |
52 |
Gsa Capital Partners Llp |
52 |
First Manhattan Co |
52 |
PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
52 |
MBEQX - M FUND INC - M International Equity Fund |
52 |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
52 |
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
52 |
Ancora Advisors, LLC |
52 |
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
52 |
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
52 |
Spot Trading L.L.C |
52 |
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
52 |
AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
52 |
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
52 |
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
52 |
Oppenheimer & Co Inc |
51 |
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
51 |
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
51 |
Gts Securities Llc |
51 |
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
51 |
First Republic Investment Management, Inc. |
51 |
Trexquant Investment LP |
51 |
Gotham Asset Management, LLC |
51 |
BlackRock Funds V - BlackRock U.S. Government Bond Portfolio Investor A Shares |
51 |
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
51 |
Aquatic Capital Management LLC |
50 |
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
50 |
Seacrest Wealth Management, Llc |
50 |
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
50 |
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
50 |
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
50 |
Pictet Asset Management Sa |
50 |
Aperio Group, LLC |
50 |
Knight Capital Group, Inc. |
50 |
Point72 Asia (Singapore) Pte. Ltd. |
50 |
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
50 |
Brookstone Capital Management |
50 |
Profund Advisors Llc |
50 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
50 |
Glenmede Trust Co Na |
50 |
FIL Ltd |
49 |
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
49 |
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF |
49 |
Prudential Financial Inc |
49 |
Gamco Investors, Inc. Et Al |
49 |
Larson Financial Group LLC |
49 |
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
49 |
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
49 |
Federated Hermes, Inc. |
49 |
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I |
49 |
Cetera Advisors LLC |
49 |
Vident Advisory, LLC |
49 |
DekaBank Deutsche Girozentrale |
49 |
FSAGX - FIDELITY SELECT PORTFOLIOS - Gold Portfolio |
48 |
Pacifica Partners Inc. |
48 |
Mirabella Financial Services Llp |
48 |
Catalyst Funds Management Pty Ltd |
48 |
Baader Bank INC |
48 |
State of Wyoming |
48 |
Intact Investment Management Inc. |
48 |
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
48 |
Valeo Financial Advisors, LLC |
48 |
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
48 |
Allspring Global Investments Holdings, LLC |
48 |
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
48 |
Amundi Pioneer Asset Management Inc |
48 |
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
48 |
Sowell Financial Services LLC |
48 |
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
48 |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
48 |
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
48 |
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
48 |
WFG Advisors, LP |
48 |
Hillsdale Investment Management Inc. |
48 |
Tfs Capital Investment Trust |
48 |
Janney Montgomery Scott LLC |
48 |
Tfs Capital Llc |
48 |
Timber Hill LLC |
47 |
Vident Investment Advisory, LLC |
47 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
47 |
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
47 |
Hbk Investments L P |
47 |
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
47 |
Carroll Financial Associates, Inc. |
47 |
Benjamin F. Edwards & Company, Inc. |
47 |
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
47 |
JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares |
47 |
Fiera Capital Corp |
47 |
tru Independence LLC |
47 |
Exane Derivatives |
47 |
SRS Capital Advisors, Inc. |
47 |
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
47 |
Stonebridge Capital Advisors LLC |
47 |
Mercer Global Advisors Inc /adv |
47 |
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
47 |
Healthcare Of Ontario Pension Plan Trust Fund |
47 |
Driehaus Capital Management Llc |
47 |
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
46 |
Kiker Wealth Management, LLC |
46 |
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
46 |
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class |
46 |
Clear Street Markets Llc |
46 |
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
46 |
California State Teachers Retirement System |
46 |
Pathstone Family Office, Llc |
46 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
46 |
Integrated Advisors Network LLC |
46 |
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund |
46 |
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
46 |
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
45 |
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
45 |
Blair William & Co/il |
45 |
Susquehanna Fundamental Investments, Llc |
45 |
Prospera Financial Services Inc |
45 |
Nomura Asset Management Co Ltd |
45 |
Trustcore Financial Services, Llc |
45 |
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
45 |
Anchor Investment Management, LLC |
45 |
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
45 |
California Public Employees Retirement System |
45 |
Headlands Technologies LLC |
45 |
Royce & Associates Lp |
45 |
Bluefin Capital Management, Llc |
45 |
Sunbelt Securities, Inc. |
45 |
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
45 |
GDX - VanEck Vectors ETF Trust - VanEck Vectors Gold Miners ETF |
45 |
Thrivent Financial For Lutherans |
45 |
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
45 |
Cerity Partners LLC |
45 |
AMP Capital Investors Ltd |
44 |
Truist Financial Corp |
44 |
Point72 (DIFC) Ltd |
44 |
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
44 |
Reilly Financial Advisors, Llc |
44 |
Jupiter Asset Management Ltd |
44 |
Blueshift Asset Management, LLC |
44 |
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
44 |
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
44 |
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
44 |
Ground Swell Capital, LLC |
44 |
Cantor Fitzgerald, L. P. |
44 |
Toth Financial Advisory Corp |
44 |
AE Wealth Management LLC |
44 |
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
44 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
44 |
Principal Financial Group Inc |
44 |
Mml Investors Services, Llc |
44 |
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
44 |
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
43 |
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
43 |
BlackRock Advisors LLC |
43 |
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
43 |
Ingalls & Snyder Llc |
43 |
Atria Wealth Solutions, Inc. |
43 |
Baird Financial Group, Inc. |
43 |
Commonwealth Equity Services, Inc |
43 |
World Asset Management Inc |
43 |
Magnetar Financial LLC |
43 |
United Services Automobile Association |
43 |
USAGX - USAA MUTUAL FUNDS TRUST - Precious Metals and Minerals Fund Shares |
43 |
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
43 |
Ninety One UK Ltd |
43 |
Hudson Bay Capital Management LP |
43 |
I.g. Investment Management, Ltd. |
43 |
Cullen/frost Bankers, Inc. |
43 |
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund |
43 |
Quilter Plc |
43 |
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
43 |
PKO Investment Management Joint-Stock Co |
43 |
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
43 |
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
42 |
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
42 |
Waratah Capital Advisors Ltd. |
42 |
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I |
42 |
State of Tennessee, Treasury Department |
42 |
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
42 |
CI Private Wealth, LLC |
42 |
Sumitomo Mitsui Trust Holdings, Inc. |
42 |
BlackRock Investment Management, LLC |
42 |
Axa S.a. |
42 |
SAC Capital Advisors LP |
42 |
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
42 |
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares |
42 |
Advisors Asset Management, Inc. |
42 |
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
42 |
Savant Capital, LLC |
42 |
Parkside Financial Bank & Trust |
42 |
National Planning Corp |
42 |
Eaton Vance Management |
42 |
Vanguard Specialized Funds |
42 |
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
42 |
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
42 |
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
42 |
Centaurus Financial, Inc. |
41 |
Cibc World Markets Corp |
41 |
Bridgewater Associates, LP |
41 |
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
41 |
Grantham, Mayo, Van Otterloo & Co. LLC |
41 |
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
41 |
Candriam Luxembourg S.C.A. |
41 |
Ruffer LLP |
41 |
VanEck Funds |
41 |
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
41 |
Capstone Investment Advisors, Llc |
41 |
Avantax Advisory Services, Inc. |
41 |
M&t Bank Corp |
41 |
K.J. Harrison & Partners Inc |
41 |
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio |
41 |
Maven Securities LTD |
41 |
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
41 |
Sound Income Strategies, LLC |
41 |
GOAU - ETF Series Solutions - U.S. Global GO GOLD and Precious Metal Miners ETF |
41 |
QCM Cayman, Ltd. |
41 |
Css Llc/il |
41 |
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF |
41 |
Wexford Capital Lp |
41 |
BlackRock Group LTD |
41 |
Pictet Asset Management Ltd |
41 |
Banque Transatlantique SA |
41 |
UNWPX - US GLOBAL INVESTORS FUNDS - World Precious Minerals Fund |
41 |
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF |
41 |
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
40 |
Bluefin Trading, LLC |
40 |
Bell Investment Advisors, Inc |
40 |
GIMFX - GMO TRUST - GMO Implementation Fund |
40 |
Profunds - Profund Vp Oil & Gas |
40 |
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
40 |
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
40 |
OCMGX - OCM MUTUAL FUND - OCM MUTUAL FUND OCM Gold Fund - Investor Class |
40 |
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
40 |
Wealth Enhancement Advisory Services, Llc |
40 |
Plante Moran Financial Advisors, LLC |
40 |
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF |
40 |
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
40 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
40 |
Financial Architects, Inc |
40 |
Capital Fund Management S.a. |
40 |
Dubuque Bank & Trust Co |
40 |
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
40 |
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
40 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class |
40 |
GAM Holding AG |
40 |
NumerixS Investment Technologies Inc |
40 |
City State Bank |
40 |
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
40 |
Fore Capital, LLC |
40 |
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class |
40 |
Gemmer Asset Management LLC |
40 |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
40 |
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
40 |
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
40 |
U.S. Capital Wealth Advisors, LLC |
40 |
Brevan Howard Capital Management LP |
40 |
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
39 |
Teacher Retirement System Of Texas |
39 |
RYPMX - RYDEX SERIES FUNDS - Precious Metals Fund Investor Class |
39 |
Hexavest Inc. |
39 |
Eqis Capital Management, Inc. |
39 |
Wealthspire Advisors, L.P. |
39 |
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
39 |
LS Investment Advisors, LLC |
39 |
Orion Portfolio Solutions, LLC |
39 |
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
39 |
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
39 |
Police & Firemen's Retirement System of New Jersey |
39 |
Jefferies Financial Group Inc. |
39 |
Shepherd Kaplan Krochuk, Llc |
39 |
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
39 |
RYDEX VARIABLE TRUST - Precious Metals Fund Variable Annuity |
39 |
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
39 |
Nationwide Fund Advisors |
39 |
Massmutual Trust Co Fsb/adv |
39 |
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF |
39 |
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
39 |
IHT Wealth Management, LLC |
39 |
Quantitative Investment Management, LLC |
39 |
Ameritas Investment Partners, Inc. |
39 |
Acrospire Investment Management LLC |
39 |
SILJ - ETF Managers Trust - ETFMG Prime Junior Silver Miners ETF |
38 |
Strs Ohio |
38 |
MMCAP International Inc. SPC |
38 |
Exchange Traded Concepts, Llc |
38 |
FNY Managed Accounts LLC |
38 |
Sawtooth Solutions, LLC |
38 |
Spark Investment Management LLC |
38 |
Nebula Research & Development LLC |
38 |
BlackRock Variable Series Funds II, Inc. - BlackRock U.S. Government Bond V.I. Fund Class I |
38 |
Panagora Asset Management Inc |
38 |
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A |
38 |
Evergreen Capital Management Llc |
38 |
Ubs Oconnor Llc |
38 |
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
38 |
PineBridge Investments, L.P. |
38 |
Fisher Asset Management, LLC |
38 |
United Capital Financial Advisers, Llc |
38 |
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A |
38 |
Manatuck Hill Partners, LLC |
38 |
Old West Investment Management, LLC |
38 |
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
38 |
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
38 |
Ritholtz Wealth Management |
38 |
Skandinaviska Enskilda Banken AB (publ) |
38 |
Financial Sense Advisors, Inc. |
38 |
Baystate Wealth Management LLC |
38 |
Belvedere Trading LLC |
38 |
Pekin Hardy Strauss, Inc. |
38 |
Mather Group, Llc. |
38 |
WR Wealth Planners, LLC |
38 |
FORA Capital, LLC |
37 |
Regions Financial Corp |
37 |
SIG North Trading, ULC |
37 |
GRHIX - Goehring & Rozencwajg Investment Funds - Goehring & Rozencwajg Resources Fund Institutional Class Shares |
37 |
Etf Managers Group, Llc |
37 |
GAMMA Investing LLC |
37 |
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
37 |
NOSGX - Northern Funds - Northern Small Cap Value Fund |
37 |
Wedbush Securities Inc |
37 |
Optimum Investment Advisors |
37 |
Cipher Capital LP |
37 |
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
37 |
Prudential Plc |
37 |
Stevens Capital Management Lp |
37 |
Integrated Wealth Concepts LLC |
37 |
MBOVX - M FUND INC - M Large Cap Value Fund |
37 |
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
37 |
MIDSX - Midas Series Trust - Midas Fund |
37 |
PCJ Investment Counsel Ltd. |
37 |
Diametric Capital, LP |
37 |
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
37 |
GRES - IndexIQ ETF Trust - IQ Global Resources ETF |
37 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
37 |
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
37 |
Bridgeway Capital Management Inc |
37 |
CENTRAL TRUST Co |
37 |
Keybank National Association/oh |
37 |
APG Asset Management N.V. |
37 |
Erste Asset Management GmbH |
37 |
Stone House Investment Management, LLC |
37 |
Seven Eight Capital, Lp |
37 |
Amalgamated Bank |
37 |
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
36 |
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
36 |
Fox Run Management, L.l.c. |
36 |
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
36 |
QCVAX - Clearwater Investment Trust - Clearwater International Fund |
36 |
Hexagon Capital Partners LLC |
36 |
Agf Management Ltd |
36 |
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
36 |
Freestone Capital Holdings, LLC |
36 |
Invesco Bond Fund |
36 |
Triasima Portfolio Management inc. |
36 |
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
36 |
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
36 |
BerganKDV Wealth Management, LLC |
36 |
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
36 |
Howe & Rusling Inc |
36 |
Flagship Harbor Advisors, Llc |
36 |
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
36 |
Point72 Hong Kong Ltd |
36 |
ClariVest Asset Management LLC |
36 |
Enterprise Financial Services Corp |
36 |
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
36 |
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
36 |
Nisa Investment Advisors, Llc |
36 |
O'Dell Group, LLC |
36 |
Sun Valley Gold Llc |
36 |
Coldstream Capital Management Inc |
36 |
Principal Securities, Inc. |
36 |
BNP Paribas Asset Management Holding S.A. |
36 |
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
36 |
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
36 |
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
36 |
Confluence Investment Management Llc |
36 |
Synovus Financial Corp |
36 |
Jfs Wealth Advisors, Llc |
36 |
Emerald Acquisition Ltd. |
36 |
Alliancebernstein Global High Income Fund Inc |
35 |
Boston Partners |
35 |
Skopos Labs, Inc. |
35 |
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
35 |
JGLD - Amplify ETF Trust - Amplify Pure Junior Gold Miners ETF |
35 |
Sofos Investments, Inc. |
35 |
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
35 |
Creekmur Asset Management LLC |
35 |
True Wealth Design, LLC |
35 |
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
35 |
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
35 |
Cresset Asset Management, LLC |
35 |
Managed Account Advisors Llc |
35 |
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
35 |
Integral Derivatives, LLC |
35 |
EKWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Precious Metals Fund Class A |
35 |
Ameritas Investment Corp |
35 |
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
35 |
SLVP - iShares, Inc. - iShares MSCI Global Silver and Metals Miners ETF |
35 |
Loews Corp |
35 |
VanEck VIP Trust - VanEck VIP Global Gold Fund Class S |
35 |
Highlander Capital Management, LLC |
35 |
Pathstone Holdings, LLC |
35 |
MUFG Americas Holdings Corp |
35 |
EPGFX - Investment Managers Series Trust - EuroPac Gold Fund Class A |
35 |
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
35 |
Versant Capital Management, Inc |
35 |
Lighthouse Investment Partners, LLC |
35 |
INIVX - VanEck Funds - International Investors Gold Fund Class A |
35 |
First Allied Advisory Services, Inc. |
35 |
Smartleaf Asset Management LLC |
35 |
Financial Management Professionals, Inc. |
35 |
Glassman Wealth Services |
35 |
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
35 |
Moors & Cabot, Inc. |
35 |
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
35 |
Eudaimonia Partners, LLC |
35 |
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
35 |
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
35 |
Fulcrum Asset Management LLP |
34 |
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF |
34 |
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
34 |
ProShare Advisors LLC |
34 |
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
34 |
Quantitative Systematic Strategies LLC |
34 |
Weiss Asset Management LP |
34 |
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
34 |
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
34 |
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
34 |
Aviva Plc |
34 |
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
34 |
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
34 |
Kestra Private Wealth Services, Llc |
34 |
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
34 |
Claraphi Advisory Network, LLC |
34 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
34 |
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A |
34 |
Ninepoint Partners LP |
34 |
Thompson Davis & Co., Inc. |
34 |
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
34 |
Continuum Advisory, LLC |
34 |
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
34 |
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
34 |
Arkadios Wealth Advisors |
34 |
We Are One Seven, LLC |
34 |
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
34 |
PMPIX - Profunds - Precious Metals Ultrasector Profund Investor Class |
34 |
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
34 |
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
34 |
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
34 |
Edge Wealth Management LLC |
34 |
Rational Advisors Llc |
34 |
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
34 |
Penserra Capital Management LLC |
34 |
Bridgefront Capital, LLC |
34 |
Winton Capital Group Ltd |
34 |
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
34 |
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
34 |
GDMN - WisdomTree Trust - WisdomTree Efficient Gold Plus Gold Miners Strategy Fund N/A |
34 |
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF |
33 |
Nbc Securities, Inc. |
33 |
Landscape Capital Management, L.l.c. |
33 |
Assenagon Asset Management S.A. |
33 |
Employees Retirement System of Texas |
33 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
33 |
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
33 |
XR Securities LLC |
33 |
Coppell Advisory Solutions LLC |
33 |
UMA Financial Services, Inc. |
33 |
Koshinski Asset Management, Inc. |
33 |
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
33 |
Lombard Odier Asset Management (Switzerland) SA |
33 |
Oxbow Advisors, LLC |
33 |
PFG Investments, LLC |
33 |
Perritt Capital Management Inc |
33 |
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
33 |
Brinker Capital Investments, LLC |
33 |
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
33 |
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF |
33 |
Jain Global LLC |
33 |
Axiom Investment Management LLC |
33 |
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
33 |
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
33 |
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
33 |
Stonehage Fleming Financial Services Holdings Ltd |
33 |
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
33 |
Wipfli Financial Advisors Llc, |
33 |
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
33 |
Ameritas Advisory Services, LLC |
32 |
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
32 |
Rotella Capital Management, Inc. |
32 |
DRW Securities, LLC |
32 |
Strategic Wealth Partners, Ltd. |
32 |
MetLife Investment Management, LLC |
32 |
Capital Performance Advisors Llp |
32 |
Oakworth Capital, Inc. |
32 |
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
32 |
Lord, Abbett & Co. Llc |
32 |
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
32 |
Essex Investment Management Co Llc |
32 |
Umb Bank N A/mo |
32 |
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
32 |
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
32 |
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
32 |
First Eagle Investment Management, LLC |
32 |
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
32 |
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
32 |
Tiaa Cref Investment Management Llc |
32 |
BRYN MAWR TRUST Co |
32 |
Calamos Global Dynamic Income Fund |
32 |
Independent Advisor Alliance |
32 |
Van Hulzen Asset Management, LLC |
32 |
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
32 |
Wealth Quarterback LLC |
32 |
Whittier Trust Co |
32 |
Salem Investment Counselors Inc |
32 |
Bank Julius Baer & Co. Ltd, Zurich |
32 |
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
32 |
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
32 |
IGE - iSHARES TRUST - iShares North American Natural Resources ETF |
32 |
Versor Investments LP |
32 |
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
32 |
CQS Cayman LP |
32 |
Caisse De Depot Et Placement Du Quebec |
32 |
Brown Brothers Harriman & Co |
32 |
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
32 |
Daiwa Securities Group Inc. |
32 |
Wealthcare Advisory Partners LLC |
32 |
Karp Capital Management Corp |
32 |
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
32 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
32 |
SG3 Management, LLC |
31 |
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
31 |
Nordea Investment Management Ab |
31 |
Hartland & Co., LLC |
31 |
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
31 |
C M Bidwell & Associates Ltd |
31 |
Archer Investment Corp |
31 |
Spot Trading L.l.c. |
31 |
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
31 |
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
31 |
Townsquare Capital Llc |
31 |
Creative Financial Designs Inc /adv |
31 |
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
31 |
Amplify ETF Trust - Amplify Junior Silver Miners ETF |
31 |
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
31 |
Focused Wealth Management, Inc |
31 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
31 |
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
31 |
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
31 |
Princeton Alpha Management LP |
31 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
31 |
Usca Ria Llc |
31 |
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
31 |
Macroview Investment Management Llc |
31 |
Airain ltd |
31 |
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
31 |
Investment Management Corp of Ontario |
31 |
MBB - iSHARES TRUST - iShares MBS ETF |
31 |
Clearbridge Investments, LLC |
31 |
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
31 |
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
31 |
Quarry LP |
31 |
Sequoia Financial Advisors, LLC |
31 |
SPMB - SPDR SERIES TRUST - SPDR(R) Portfolio Mortgage Backed Bond ETF |
31 |
JNBA Financial Advisors |
31 |
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
31 |
AHIVX - American Century Investment Trust - High Income Fund Investor Class |
31 |
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
31 |
New Harbor Financial Group, LLC |
31 |
Empowered Funds, LLC |
31 |
Tiaa-cref Funds |
31 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
31 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
31 |
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
31 |
Linden Advisors Lp |
31 |
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
31 |
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
31 |
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
31 |
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
31 |
AUERX - Unified Series Trust - Auer Growth Fund |
31 |
GABELLI & Co INVESTMENT ADVISERS, INC. |
31 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
30 |
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
30 |
Old Mutual Customised Solutions (proprietary) Ltd |
30 |
Private Trust Co Na |
30 |
MCF Advisors LLC |
30 |
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
30 |
Truvestments Capital Llc |
30 |
SummitTX Capital, L.P. |
30 |
Jennison Associates Llc |
30 |
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
30 |
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
30 |
Calton & Associates, Inc. |
30 |
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
30 |
Meeder Asset Management Inc |
30 |
Vantage Investment Advisors, LLC |
30 |
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
30 |
Integrated Investment Consultants, LLC |
30 |
Raffles Associates Lp |
30 |
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
30 |
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
30 |
TIMOTHY PLAN - Timothy Strategic Variable |
30 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
30 |
Cowen And Company, Llc |
30 |
Twin Tree Management, LP |
30 |
Ontario Teachers Pension Plan Board |
30 |
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
30 |
Capstone Asset Management Co |
30 |
Ashton Thomas Private Wealth, LLC |
30 |
Resources Investment Advisors, LLC. |
30 |
Asset Dedication, LLC |
30 |
Banco BTG Pactual S.A. |
30 |
Aristeia Capital Llc |
30 |
VDAFX - VALIC Co I - Dynamic Allocation Fund |
30 |
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
30 |
RING - iShares, Inc. - iShares MSCI Global Gold Miners ETF |
30 |
Visium Asset Management, LP |
30 |
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
30 |
Ing Groep Nv |
30 |
Pendal Group Ltd |
30 |
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
30 |
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
30 |
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
30 |
SPROTT FUNDS TRUST - Sprott Gold Miners ETF |
30 |
Caxton Associates Lp |
30 |
WealthPLAN Partners, LLC |
29 |
DAVENPORT & Co LLC |
29 |
Midas Management Corp |
29 |
Scientech Research LLC |
29 |
Bartlett & Co. LLC |
29 |
Rothschild Investment Llc |
29 |
Ionic Capital Management LLC |
29 |
VGLSX - VALIC Co I - Global Strategy Fund |
29 |
GeoSphere Capital Management |
29 |
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
29 |
EBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Emerging Markets Local Bond ETF |
29 |
Sterling Capital Management LLC |
29 |
Quantinno Capital Management LP |
29 |
WealthCollab, LLC |
29 |
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
29 |
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
29 |
Wiley Bros.-aintree Capital, Llc |
29 |
Sheaff Brock Investment Advisors, LLC |
29 |
Putnam Investments Llc |
29 |
Intech Investment Management Llc |
29 |
RYBIX - RYDEX SERIES FUNDS - Basic Materials Fund Investor Class |
29 |
Ci Investments Inc. |
29 |
Rsm Us Wealth Management Llc |
29 |
GeoWealth Management, LLC |
29 |
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
29 |
Vanguard World Fund |
29 |
CenterBook Partners LP |
29 |
Keebeck Alpha, LP |
29 |
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
29 |
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
29 |
Sargent Bickham Lagudis LLC |
29 |
Ballentine Partners, LLC |
29 |
Commonwealth Bank Of Australia |
29 |
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I |
29 |
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
29 |
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF |
29 |
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
29 |
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
29 |
Laurion Capital Management LP |
29 |
Hantz Financial Services, Inc. |
29 |
Cowen Group, Inc. |
29 |
CAPROCK Group, Inc. |
29 |
Tibra Equities Europe Ltd |
29 |
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
29 |
GOEX - Global X Funds - Global X Gold Explorers ETF |
29 |
FinTrust Capital Advisors, LLC |
29 |
Quintet Private Bank (Europe) S.A. |
29 |
J.w. Cole Advisors, Inc. |
29 |
Catalyst Capital Advisors LLC |
29 |
FineMark National Bank & Trust |
29 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
29 |
Natixis Advisors, L.p. |
29 |
Laurel Wealth Advisors LLC |
29 |
RYDEX VARIABLE TRUST - Basic Materials Variable Annuity |
29 |
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
29 |
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
29 |
KGGAX - Advisors' Inner Circle Fund II - KOPERNIK GLOBAL ALL-CAP FUND CLASS A SHARES |
29 |
Crossmark Global Holdings, Inc. |
29 |
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
29 |
Whitebox Advisors Llc |
29 |
Cumberland Partners Ltd |
29 |
SWAN Capital LLC |
28 |
Bivin & Associates, Inc. |
28 |
Capula Management Ltd |
28 |
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
28 |
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
28 |
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
28 |
SPROTT FUNDS TRUST - Sprott Junior Gold Miners ETF |
28 |
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
28 |
OAIEX - Optimum Fund Trust - Optimum International Fund Class A |
28 |
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A |
28 |
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
28 |
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
28 |
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A |
28 |
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
28 |
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
28 |
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
28 |
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
28 |
Franklin Templeton Variable Insurance Products Trust - Templeton Global Bond Vip Fund Class 1 |
28 |
Geneva Advisors, LLC |
28 |
SMBS - SCHWAB STRATEGIC TRUST - Schwab Mortgage-Backed Securities ETF |
28 |
NSIDX - Northern Funds - Northern Small Cap Index Fund |
28 |
Kopernik Global Investors, LLC |
28 |
Checchi Capital Advisers, LLC |
28 |
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
28 |
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
28 |
Arden Investment Series Trust |
28 |
Zacks Investment Management |
28 |
Colony Group, LLC |
28 |
Great Valley Advisor Group, Inc. |
28 |
Aspire Private Capital, LLC |
28 |
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
28 |
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
28 |
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
28 |
Natixis Investment Managers International |
28 |
GLG Partners LP |
28 |
Calamos Global Total Return Fund |
28 |
SETM - SPROTT FUNDS TRUST - Sprott Energy Transition Materials ETF |
28 |
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
28 |
Trust Co Of Vermont |
28 |
Tucker Asset Management Llc |
28 |
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
28 |
Point72 Middle East FZE |
28 |
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
28 |
Metropolitan Life Insurance Co/ny |
28 |
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A |
28 |
Templeton Global Income Fund |
28 |
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
28 |
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
28 |
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
28 |
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
28 |
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
28 |
QS Investors, LLC |
28 |
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
28 |
Heritage Wealth Management, Llc |
28 |
Societe Generale |
28 |
IWM - iSHARES TRUST - iShares Russell 2000 ETF |
27 |
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
27 |
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
27 |
Stephens Inc /ar/ |
27 |
CWA Asset Management Group, LLC |
27 |
Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
27 |
Sanctuary Advisors, LLC |
27 |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
27 |
Credential Qtrade Securities Inc. |
27 |
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
27 |
Oliver Lagore Vanvalin Investment Group |
27 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
27 |
Mint Tower Capital Management B.V. |
27 |
Sandy Spring Bank |
27 |
Claymore Exchange-traded Fund Trust |
27 |
PICK - iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF |
27 |
Cnh Partners Llc |
27 |
Pinnacle Associates Ltd |
27 |
Harel Insurance Investments & Financial Services Ltd. |
27 |
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
27 |
Los Angeles Capital Management Llc |
27 |
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
27 |
TPINX - TEMPLETON INCOME TRUST - Templeton Global Bond Fund Class A |
27 |
ICA Group Wealth Management, LLC |
27 |
Generali Investments CEE, investicni spolecnost, a.s. |
27 |
R Squared Ltd |
27 |
Profunds - Profund Vp Small-cap |
27 |
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
27 |
Sculptor Capital LP |
27 |
James Investment Research Inc |
27 |
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
27 |
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
27 |
Groupe la Francaise |
27 |
Evoke Wealth, Llc |
27 |
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
27 |
JACKSON VARIABLE SERIES TRUST - JNL/VanEck International Gold Fund (A) |
27 |
Beacon Pointe Advisors, LLC |
27 |
Next Financial Holdings |
27 |
FNY Partners Fund LP |
27 |
PENN SERIES FUNDS INC - Small Cap Index Fund |
27 |
Crestline Management, LP |
27 |
Maverick Capital Ltd |
27 |
Aster Capital Management (DIFC) Ltd |
27 |
Barometer Capital Management Inc. |
27 |
Mount Yale Investment Advisors, LLC |
27 |
Planned Solutions, Inc. |
27 |
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
27 |
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
27 |
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
27 |
Financial Advocates Investment Management |
27 |
Atria Investments Llc |
27 |
State Board Of Administration Of Florida Retirement System |
27 |
Numerai GP LLC |
27 |
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
27 |
Sentry Investment Management Llc |
27 |
Capital Asset Advisory Services LLC |
27 |
Vestcor Inc |
27 |
Yousif Capital Management, Llc |
27 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
27 |
Advanced Series Trust - Ast High Yield Portfolio |
27 |
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
27 |
Veriti Management LLC |
27 |
Profunds - Profund Vp Ultrasmall-cap |
27 |
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
27 |
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
27 |
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
27 |
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
27 |
Vanguard Index Funds |
27 |
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
27 |
Suntrust Banks Inc |
27 |
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
27 |
Global Strategic Management Inc |
27 |
Mitsubishi UFJ Trust & Banking Corp |
27 |
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
26 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
26 |
Alphacrest Capital Management Llc |
26 |
GPS Wealth Strategies Group, LLC |
26 |
Harwood Advisory Group, LLC |
26 |
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
26 |
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
26 |
Massachusetts Financial Services Co /ma/ |
26 |
Liberty Mutual Group Asset Management Inc. |
26 |
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF |
26 |
NatWest Group plc |
26 |
Caitlin John, LLC |
26 |
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
26 |
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
26 |
Wunderlich Securities, Inc. |
26 |
Winslow, Evans & Crocker, Inc. |
26 |
Adage Capital Partners Gp, L.l.c. |
26 |
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
26 |
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
26 |
Axq Capital, Lp |
26 |
NewGen Asset Management Ltd |
26 |
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
26 |
Dynamic Technology Lab Pte Ltd |
26 |
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
26 |
Westpac Banking Corp |
26 |
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
26 |
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
26 |
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
26 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
26 |
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF |
26 |
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
26 |
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
26 |
CTC Alternative Strategies, Ltd. |
26 |
Old Mission Capital, Llc |
26 |
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
26 |
Jacobi Capital Management LLC |
26 |
Cqs (us), Llc |
26 |
Caas Capital Management Lp |
26 |
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
26 |
DORCHESTER WEALTH MANAGEMENT Co |
26 |
Ieq Capital, Llc |
26 |
Banque Pictet & Cie Sa |
26 |
Rossby Financial, LCC |
26 |
Mason Hill Advisors Llc |
26 |
Royal Fund Management, LLC |
26 |
Nine Chapters Capital Management LLC |
26 |
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
26 |
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
26 |
TGTRX - TEMPLETON INCOME TRUST - Templeton Global Total Return Fund Class A |
26 |
Qtron Investments LLC |
26 |
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
26 |
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
26 |
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
26 |
LMR Master Fund Ltd |
26 |
Beacon Capital Management, LLC |
26 |
Peapack Gladstone Financial Corp |
26 |
Snowden Capital Advisors LLC |
26 |
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
26 |
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
26 |
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A |
26 |
Algert Global Llc |
26 |
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
26 |
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
26 |
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
26 |
Regal Investment Advisors LLC |
26 |
Calamos Advisors LLC |
26 |
First New York Securities Llc /ny |
26 |
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV |
26 |
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
25 |
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
25 |
Ethic Inc. |
25 |
Donald Smith & Co., Inc. |
25 |
Whittier Trust Co Of Nevada Inc |
25 |
Fortitude Advisory Group L.L.C. |
25 |
Atomi Financial Group, Inc. |
25 |
IWC - iSHARES TRUST - iShares Micro-Cap ETF |
25 |
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
25 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
25 |
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
25 |
Glen Eagle Advisors, LLC |
25 |
Occudo Quantitative Strategies Lp |
25 |
Schubert & Co |
25 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
25 |
Six Circles Trust - Six Circles Credit Opportunities Fund |
25 |
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
25 |
Proficio Capital Partners LLC |
25 |
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class |
25 |
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
25 |
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
25 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
25 |
Teachers Advisors, Llc |
25 |
Synergy Financial Management, LLC |
25 |
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
25 |
Financial Gravity Companies, Inc. |
25 |
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
25 |
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
25 |
Golden State Wealth Management, LLC |
25 |
Clear Street Llc |
25 |
Capital World Investors |
25 |
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
25 |
Cornerstone Planning Group LLC |
25 |
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
25 |
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
25 |
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
25 |
Counterpoint Mutual Funds LLC |
25 |
St. Johns Investment Management Company, LLC |
25 |
Nuveen Global High Income Fund |
25 |
Banco de Sabadell, S.A |
25 |
Merk Investments LLC |
25 |
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
25 |
Berman Capital Advisors, LLC |
25 |
SIL - Global X Funds - Global X Silver Miners ETF |
25 |
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
25 |
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
25 |
Sicart Associates LLC |
25 |
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
25 |
Nikko Asset Management Americas, Inc. |
25 |
BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A |
25 |
AIIQ - ETF Series Solutions - AI Powered International Equity ETF |
25 |
Condire Management, LP |
25 |
Virginia Retirement Systems Et Al |
25 |
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
25 |
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
25 |
Bank Of Nova Scotia Trust Co |
25 |
Weld Capital Management Llc |
25 |
SITEX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS DEBT FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
25 |
Barings Llc |
25 |
Prestige Wealth Management Group LLC |
25 |
Brown Advisory Inc |
25 |
Korea Investment CORP |
25 |
Jump Trading, LLC |
25 |
Parvin Asset Management, LLC |
25 |
Arete Wealth Advisors, LLC |
25 |
Shay Capital LLC |
25 |
McIlrath & Eck, LLC |
25 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class |
25 |
Marex Group plc |
25 |
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
25 |
FDx Advisors, Inc. |
25 |
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
25 |
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
25 |
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV |
25 |
Blackrock Resources & Commodities Strategy Trust |
25 |
Cypress Capital Management LLC (WY) |
25 |
Eschler Asset Management LLP |
25 |
BDO Wealth Advisors, LLC |
25 |
Capital Analysts, Inc. |
25 |
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
25 |
Weiss Multi-Strategy Advisers LLC |
25 |
Monaco Asset Management SAM |
25 |
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
25 |
Venturi Wealth Management, LLC |
25 |
Manchester Capital Management LLC |
25 |
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
24 |
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
24 |
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
24 |
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
24 |
Vertex One Asset Management Inc. |
24 |
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
24 |
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
24 |
Oppenheimer Etf Trust |
24 |
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
24 |
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
24 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
24 |
FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio |
24 |
Advisor Resource Council |
24 |
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
24 |
Harbor Investment Advisory, Llc |
24 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
24 |
Mfs Charter Income Trust |
24 |
Bornite Capital Management LP |
24 |
Lincoln National Corp |
24 |
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
24 |
American Financial Network Advisory Services Llc |
24 |
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
24 |
PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A |
24 |
Coastal Investment Advisors, Inc. |
24 |
Lombard Odier Asset Management (USA) Corp |
24 |
Clean Yield Group |
24 |
Lido Advisors, LLC |
24 |
San Francisco Sentry Investment Group (ca) |
24 |
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
24 |
Meridian Wealth Partners, LLC |
24 |
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
24 |
Arlington Capital Management, Inc. |
24 |
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
24 |
Colonial Trust Advisors |
24 |
Mark Sheptoff Financial Planning, Llc |
24 |
Numeric Investors Llc |
24 |
Hussman Strategic Advisors, Inc. |
24 |
Smithfield Trust Co |
24 |
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
24 |
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
24 |
Kovack Advisors, Inc. |
24 |
Cary Street Partner Investment Advisory Llc |
24 |
Nkcfo Llc |
24 |
LEMB - iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF |
24 |
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A |
24 |
Covestor Ltd |
24 |
HighMark Wealth Management LLC |
24 |
Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio |
24 |
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
24 |
PENN SERIES FUNDS INC - International Equity Fund |
24 |
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
24 |
SEDAX - Sei Institutional Investments Trust - Siit Emerging Markets Debt Fund - Class A |
24 |
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
24 |
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
24 |
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
24 |
Perpetual Ltd |
24 |
Cedar Mountain Advisors, LLC |
24 |
Castleview Partners, Llc |
24 |
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
24 |
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
24 |
Atlas Capital Advisors Llc |
24 |
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
24 |
SOUTH STATE Corp |
24 |
Private Capital Group, LLC |
24 |
Mizuho Trust & Banking Co., Ltd. |
24 |
State of New Jersey Common Pension Fund D |
24 |
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares |
24 |
Vanguard Horizon Funds |
24 |
Key FInancial Inc |
24 |
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
24 |
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund |
24 |
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
24 |
Prudential Short Duration High Yield Fund, Inc. |
24 |
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
24 |
Bailard, Inc. |
24 |
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
23 |
Deere & Co |
23 |
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
23 |
Voya Infrastructure, Industrials & Materials Fund |
23 |
North Star Investment Management Corp. |
23 |
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
23 |
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A |
23 |
BW Gestao de Investimentos Ltda. |
23 |
Kingsview Wealth Management, LLC |
23 |
Miracle Mile Advisors, LLC |
23 |
Cinctive Capital Management LP |
23 |
Harbour Capital Advisors, LLC |
23 |
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A |
23 |
SLPIX - Profunds - Small-cap Profund Investor Class |
23 |
NMEDX - Northern Funds - Multi-manager Emerging Markets Debt Opportunity Fund |
23 |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
23 |
Beaird Harris Wealth Management, LLC |
23 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
23 |
Mraz, Amerine & Associates, Inc. |
23 |
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
23 |
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
23 |
Earnest Partners Llc |
23 |
Fieldpoint Private Securities, LLC |
23 |
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I |
23 |
Bartlett & Co. Wealth Management Llc |
23 |
Amitell Capital Pte Ltd |
23 |
Orion Resource Partners LP |
23 |
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
23 |
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
23 |
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
23 |
Banco Bilbao Vizcaya Argentaria, S.a. |
23 |
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
23 |
EMAG - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets Aggregate Bond ETF |
23 |
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
23 |
EMLC - VanEck Vectors ETF Trust - VanEck Vectors J.P. Morgan EM Local Currency Bond ETF |
23 |
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A |
23 |
JJJ Advisors Inc. |
23 |
Teachers Retirement System Of The State Of Kentucky |
23 |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
23 |
Ajo, Lp |
23 |
Gulf International Bank (UK) Ltd |
23 |
Tradeworx Inc. |
23 |
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
23 |
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
23 |
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
23 |
KBC Group NV |
23 |
Summit Trail Advisors, Llc |
23 |
Oaktree Capital Management Lp |
23 |
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF |
23 |
SPROTT FUNDS TRUST - Sprott Active Gold & Silver Miners ETF |
23 |
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
23 |
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
23 |
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
23 |
VCSLX - VALIC Co I - Small Cap Index Fund |
23 |
Blackrock Multi-sector Income Trust |
23 |
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
23 |
Nwam Llc |
23 |
Diversified Trust Co |
23 |
HighPoint Advisor Group LLC |
23 |
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
23 |
Concord Wealth Partners |
23 |
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
23 |
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
23 |
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
23 |
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
23 |
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc. |
23 |
Pinnacle Wealth Planning Services, Inc. |
23 |
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
23 |
Bb&t Securities, Llc |
23 |
TGLDX - TOCQUEVILLE TRUST - The Tocqueville Gold Fund Investor Class Shares |
23 |
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
23 |
Louisbourg Investments Inc. |
23 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
23 |
Brookfield Asset Management Inc. |
23 |
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
22 |
Perigon Wealth Management, LLC |
22 |
CenterStar Fund, LLC |
22 |
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
22 |
Vise Technologies, Inc. |
22 |
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
22 |
Guild Investment Management, Inc. |
22 |
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
22 |
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
22 |
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
22 |
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
22 |
Valley National Advisers Inc |
22 |
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
22 |
EAM Investors, LLC |
22 |
VGI Partners Ltd |
22 |
Kms Financial Services, Inc |
22 |
Knoll Capital Management, LLC |
22 |
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
22 |
Advent Capital Management /de/ |
22 |
Hilltop Holdings Inc. |
22 |
Luminus Management Llc |
22 |
Montrusco Bolton Investments Inc. |
22 |
Oppenheimer Asset Management Inc. |
22 |
APDPX - ARTISAN PARTNERS FUNDS INC - Artisan Global Unconstrained Fund Advisor Shares |
22 |
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
22 |
USS Investment Management Ltd |
22 |
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
22 |
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
22 |
Duality Advisers, Lp |
22 |
Brave Asset Management Inc |
22 |
CVA Family Office, LLC |
22 |
Metis Global Partners, LLC |
22 |
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
22 |
Boston Private Wealth Llc |
22 |
Apollon Wealth Management, LLC |
22 |
Sanctuary Wealth Advisors, LLC |
22 |
HCCSX - HC CAPITAL TRUST - The Commodity Returns Strategy Portfolio HC Strategic Shares |
22 |
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
22 |
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
22 |
First Hawaiian Bank |
22 |
Tobam |
22 |
Petrus Trust Company, LTA |
22 |
Wetherby Asset Management Inc |
22 |
Mfs Multimarket Income Trust |
22 |
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund |
22 |
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
22 |
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class |
22 |
Jpmorgan Trust Iii |
22 |
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
22 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
22 |
Hanseatic Management Services Inc |
22 |
RFG Advisory, LLC |
22 |
RWC Asset Management LLP |
22 |
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
22 |
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
22 |
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
22 |
Ellevest, Inc. |
22 |
Polygon Management Ltd. |
22 |
AVALX - AEGIS FUNDS - Aegis Value Fund Class I |
22 |
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
22 |
Householder Group Estate & Retirement Specialist, LLC |
22 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
22 |
BCJ Capital Management, LLC |
22 |
Grey Street Capital, LLC |
22 |
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
22 |
Dynamic Advisor Solutions LLC |
22 |
Connor Clark & Lunn Investment Management Ltd |
22 |
Fruth Investment Management |
22 |
Xponance, Inc. |
22 |
John Hancock Hedged Equity & Income Fund |
22 |
Alyeska Investment Group, L.P. |
22 |
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
22 |
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
22 |
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
22 |
RBB FUND, INC. - Aquarius International Fund |
22 |
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
22 |
Horizon Kinetics Asset Management Llc |
22 |
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
22 |
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
22 |
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
22 |
Blackrock Core Bond Trust |
22 |
Northern Trust Co Of Connecticut |
22 |
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
22 |
Cardinal Point Capital Management, ULC |
22 |
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
22 |
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
22 |
Concentric Capital Strategies, LP |
22 |
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
22 |
Chilton Capital Management Llc |
22 |
Kercheville Advisors, LLC |
22 |
Hm Payson & Co |
22 |
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
22 |
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
22 |
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
22 |
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
22 |
Leap Investments Lp |
22 |
Vantagepoint Funds |
22 |
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
22 |
Thurston, Springer, Miller, Herd & Titak, Inc. |
22 |
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
22 |
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. |
21 |
Royce Value Trust Inc |
21 |
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares |
21 |
Western Asset Income Fund |
21 |
New England Securities Corp /MA/ |
21 |
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
21 |
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
21 |
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
21 |
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
21 |
Asset Management One Co., Ltd. |
21 |
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A |
21 |
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
21 |
Wealthspire Advisors, LLC |
21 |
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
21 |
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
21 |
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
21 |
Motco |
21 |
Guardian Capital Lp |
21 |
BNP Paribas Investment Partners S.A. |
21 |
Hara Capital LLC |
21 |
Capital Advisors, Ltd. LLC |
21 |
R&F Capital Advisors LP |
21 |
Guardian Capital Advisors Lp |
21 |
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 |
21 |
Investors Capital Advisory Services |
21 |
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
21 |
Private Ocean, LLC |
21 |
Equitable Holdings, Inc. |
21 |
Gen-Wealth Partners Inc |
21 |
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
21 |
Old Mutual Global Investors (UK) Ltd. |
21 |
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
21 |
GHP Investment Advisors, Inc. |
21 |
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
21 |
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
21 |
BlueCrest Capital Management LLP |
21 |
SJS Investment Consulting Inc. |
21 |
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
21 |
Rehmann Capital Advisory Group |
21 |
HBK Sorce Advisory LLC |
21 |
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
21 |
CPSIX - Unified Series Trust - Fci Bond Fund |
21 |
Investors Research Corp |
21 |
Mutual Advisors, LLC |
21 |
Aviso Financial Inc. |
21 |
Riverhead Capital Management Llc |
21 |
Managed Account Series II - BlackRock U.S. Mortgage Portfolio Investor A Shares |
21 |
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
21 |
Vigilant Capital Management, LLC |
21 |
Chicago Partners Investment Group LLC |
21 |
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
21 |
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class |
21 |
Cornerstone Wealth Management, LLC |
21 |
HLDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Emerging Markets Local Debt Fund Class A |
21 |
Levin Capital Strategies, L.p. |
21 |
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
21 |
Bnp Paribas |
21 |
TENOR CAPITAL MANAGEMENT Co., L.P. |
21 |
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
21 |
Ellington Management Group Llc |
21 |
Eagle Global Advisors Llc |
21 |
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund |
21 |
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
21 |
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
21 |
Eaton Vance Ltd Duration Income Fund |
21 |
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
21 |
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
21 |
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
21 |
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
21 |
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
21 |
Kohmann Bosshard Financial Services, LLC |
21 |
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
21 |
Portola Group Inc /ca |
21 |
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
21 |
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
21 |
IWV - iSHARES TRUST - iShares Russell 3000 ETF |
21 |
Avantax Planning Partners, Inc. |
21 |
First Mercantile Trust Co |
21 |
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
21 |
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
21 |
Templeton Emerging Markets Income Fund |
21 |
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
21 |
Front Row Advisors LLC |
21 |
Bennicas & Associates, Inc. |
21 |
Sierra Ocean, Llc |
21 |
Capital Investment Advisory Services, LLC |
21 |
Highstreet Asset Management Inc. |
21 |
Itau Unibanco Holding S.A. |
21 |
NN Investment Partners Holdings N.V. |
21 |
Oarsman Capital, Inc. |
21 |
GHAAX - VanEck Funds - Global Hard Assets Fund Class A |
21 |
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class |
21 |
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund |
21 |
BlackRock Japan Co. Ltd |
21 |
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
21 |
Zazove Associates Llc |
21 |
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
21 |
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
21 |
McClarren Financial Advisors, Inc. |
21 |
Pnc Funds |
21 |
EQ ADVISORS TRUST - 1290 VT Natural Resources Portfolio Class IB |
21 |
ELBIX - Ashmore Funds - Ashmore Emerging Markets Local Currency Bond Fund INSTITUTIONAL CLASS SHARES |
21 |
Soros Fund Management Llc |
21 |
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
20 |
Clear Harbor Asset Management, LLC |
20 |
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
20 |
Cordasco Financial Network |
20 |
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
20 |
Carolinas Wealth Consulting Llc |
20 |
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
20 |
CBNAX - American Funds Emerging Markets Bond Fund - American Funds Emerging Markets Bond Fund Class 529-A |
20 |
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
20 |
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
20 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I |
20 |
Virtus ETF Advisers LLC |
20 |
VTL Associates, LLC |
20 |
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
20 |
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
20 |
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
20 |
Apriem Advisors |
20 |
Gluskin Sheff & Assoc Inc |
20 |
PYA Waltman Capital, LLC |
20 |
Kcm Investment Advisors Llc |
20 |
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
20 |
Oppenheimer & Close, LLC |
20 |
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
20 |
Ensign Peak Advisors, Inc |
20 |
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
20 |
Capital Research Global Investors |
20 |
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
20 |
Paulson & Co. Inc. |
20 |
Dupont Capital Management Corp |
20 |
Johnson Financial Group, Inc. |
20 |
Zions Bancorporation, N.A. |
20 |
Plancorp, LLC |
20 |
FEDERATED CORE TRUST - High Yield Bond Portfolio |
20 |
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
20 |
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
20 |
Sentry Investments Corp. |
20 |
Merit Financial Group, LLC |
20 |
Venture Visionary Partners LLC |
20 |
Parametrica Management Ltd |
20 |
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
20 |
Ardsley Advisory Partners Lp |
20 |
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
20 |
Formidable Asset Management, LLC |
20 |
Charter Oak Capital Management, LLC |
20 |
Harvest Portfolios Group Inc. |
20 |
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
20 |
Cannell Peter B & Co Inc |
20 |
Signition Lp |
20 |
Tsfg, Llc |
20 |
Navellier & Associates Inc |
20 |
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
20 |
Strengthening Families & Communities, LLC |
20 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
20 |
Mizuho Securities Usa Llc |
20 |
AGF Investments America Inc. |
20 |
Signet Financial Management, Llc |
20 |
GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF |
20 |
Operose Advisors LLC |
20 |
Rosenberg Matthew Hamilton |
20 |
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
20 |
Montag A & Associates Inc |
20 |
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
20 |
Bogart Wealth, LLC |
20 |
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
20 |
Integrated Wealth Management |
20 |
Veritable, L.P. |
20 |
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF |
20 |
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
20 |
Bryn Mawr Capital Management Inc |
20 |
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
20 |
Mountain Lake Investment Management LLC |
20 |
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
20 |
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
20 |
Spears Abacus Advisors LLC |
20 |
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF |
20 |
Goehring & Rozencwajg Associates, LLC |
20 |
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
20 |
Silvercrest Asset Management Group Llc |
20 |
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
20 |
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
20 |
Segall Bryant & Hamill, Llc |
20 |
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A |
20 |
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
20 |
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
20 |
New America High Income Fund Inc |
20 |
AHL Partners LLP |
20 |
Moneta Group Investment Advisors Llc |
20 |
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
20 |
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
20 |
Guardian Wealth Advisors, LLC |
20 |
Fortitude Family Office, LLC |
20 |
Twin Peaks Wealth Advisors, LLC |
20 |
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
20 |
Voya Natural Resources Equity Income Fund |
20 |
Prudential Global Short Duration High Yield Fund, Inc. |
20 |
Spartan Fund Management Inc. |
20 |
Balentine LLC |
20 |
Blackrock Corporate High Yield Fund, Inc. |
20 |
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
20 |
Van Den Berg Management I, Inc |
20 |
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
20 |
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
20 |
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
20 |
CX Institutional |
20 |
Edmond De Rothschild (suisse) S.a. |
20 |
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
20 |
Bogle Investment Management L P /de/ |
20 |
Corebridge Financial, Inc. |
20 |
Blackrock Ltd Duration Income Trust |
20 |
Grove Bank & Trust |
20 |
Jnl Series Trust - Jnl/blackrock Global Natural Resources Fund (a) |
20 |
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
20 |
F&C Asset Management plc |
20 |
Hartree Partners, LP |
20 |
Andra AP-fonden |
20 |
Periscope Capital Inc. |
19 |
Westwood Holdings Group Inc |
19 |
LGT Group Foundation |
19 |
Armstrong Advisory Group, Inc |
19 |
Waddell & Reed Financial Inc |
19 |
Winmill & Co. Inc |
19 |
Impala Asset Management LLC |
19 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
19 |
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
19 |
Level Four Advisory Services, Llc |
19 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
19 |
Evercore Wealth Management, LLC |
19 |
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
19 |
Jaffetilchin Investment Partners, LLC |
19 |
Alpha Paradigm Partners, LLC |
19 |
State Farm Variable Product Trust |
19 |
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
19 |
PACIFIC SELECT FUND - Emerging Markets Debt Portfolio Class I |
19 |
Chelsea Counsel Co |
19 |
VCBDX - VALIC Co I - Core Bond Fund |
19 |
Pine River Capital Management L.P. |
19 |
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y |
19 |
Entropy Technologies, LP |
19 |
Fore Research & Management, LP |
19 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
19 |
Veracity Capital LLC |
19 |
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
19 |
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
19 |
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
19 |
Bruce G. Allen Investments, LLC |
19 |
Tompkins Financial Corp |
19 |
Nokomis Capital, L.L.C. |
19 |
King Luther Capital Management Corp |
19 |
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
19 |
Vanguard Whitehall Funds |
19 |
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
19 |
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
19 |
Coastal Bridge Advisors, LLC |
19 |
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
19 |
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
19 |
Western Asset High Income Fund Ii Inc. |
19 |
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
19 |
Kavar Capital Partners, LLC |
19 |
Tcwp Llc |
19 |
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
19 |
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
19 |
Blackrock Credit Allocation Income Trust |
19 |
Shaolin Capital Management LLC |
19 |
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
19 |
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF |
19 |
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
19 |
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
19 |
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
19 |
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund |
19 |
Stratos Wealth Advisors, LLC |
19 |
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
19 |
AlphaMark Advisors, LLC |
19 |
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio |
19 |
Elkfork Partners LLC |
19 |
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
19 |
Summit Global Investments |
19 |
Axxcess Wealth Management, Llc |
19 |
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
19 |
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares |
19 |
Assured Investment Management LLC |
19 |
Convergence Investment Partners, LLC |
19 |
Twinbeech Capital Lp |
19 |
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
19 |
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
19 |
Symphony Asset Management Llc |
19 |
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
19 |
Beirne Wealth Consulting Services, LLC |
19 |
Antonetti Capital Management LLC |
19 |
D'Orazio & Associates, Inc. |
19 |
Ivy Variable Insurance Portfolios - Ivy VIP Natural Resources Class II |
19 |
Colony Group Llc |
19 |
NOBOX - Northern Funds - Northern Bond Index Fund |
19 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
19 |
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
19 |
Stifel Nicolaus & Co Inc \mo\ |
19 |
Coston, McIsaac & Partners |
19 |
City National Bank |
19 |
Delaware Enhanced Global Dividend & Income Fund |
19 |
REAP Financial Group, LLC |
19 |
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
19 |
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A |
19 |
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
19 |
Baldwin Brothers Inc/ma |
19 |
JTC Employer Solutions Trusteee Ltd |
19 |
Counsel Portfolio Services Inc. |
19 |
Baker Avenue Asset Management, LP |
19 |
Western Asset Global High Income Fund Inc. |
19 |
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
19 |
Winch Advisory Services, LLC |
19 |
State Farm Mutual Fund Trust |
19 |
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
19 |
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
19 |
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
19 |
ETRADE Capital Management LLC |
19 |
Bedel Financial Consulting, Inc. |
19 |
Bayforest Capital Ltd |
19 |
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
19 |
EntryPoint Capital, LLC |
19 |
Bokf, Na |
19 |
Liberty Wealth Management Llc |
19 |
Cohen & Steers, Inc. |
19 |
Legacy Financial Advisors, Inc. |
19 |
Principal Diversified Select Real Asset Fund |
19 |
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
19 |
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
19 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
19 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
19 |
River & Mercantile Asset Management Llp |
19 |
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
19 |
Sciencast Management LP |
19 |
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
19 |
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
19 |
Prescott Group Capital Management, L.l.c. |
19 |
Winfield Associates, Inc. |
18 |
Advent Claymore Convertible Securities & Income Fund |
18 |
Kalos Management, Inc. |
18 |
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
18 |
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
18 |
Vermillion Wealth Management, Inc. |
18 |
Cidel Asset Management Inc |
18 |
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
18 |
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
18 |
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
18 |
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
18 |
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
18 |
DAINX - Dunham Funds - Dunham International Stock Fund Class A |
18 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
18 |
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
18 |
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares |
18 |
Delpha Capital Management, Llc |
18 |
Lee Financial Co |
18 |
EMTAX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Debt A |
18 |
Invesco High Income Trust Ii |
18 |
Empyrean Capital Partners, LP |
18 |
Eidelman Virant Capital |
18 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
18 |
Capital Wealth Planning, LLC |
18 |
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
18 |
SOA Wealth Advisors, LLC. |
18 |
Delta Asset Management Llc/tn |
18 |
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
18 |
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C |
18 |
683 Capital Management, LLC |
18 |
Westside Investment Management, Inc. |
18 |
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
18 |
Gyon Technologies Capital Management, LP |
18 |
Handelsbanken Fonder AB |
18 |
Barnett & Company, Inc. |
18 |
Cambrian Capital Limited Partnership |
18 |
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
18 |
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
18 |
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
18 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
18 |
Glazer Capital, Llc |
18 |
Oppenheimer Variable Account Funds |
18 |
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
18 |
Transamerica Financial Advisors, Inc. |
18 |
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
18 |
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
18 |
Royal London Asset Management Ltd |
18 |
Susquehanna Portfolio Strategies, LLC |
18 |
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
18 |
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
18 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
18 |
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
18 |
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
18 |
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
18 |
Crewe Advisors LLC |
18 |
Close Asset Management Ltd |
18 |
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
18 |
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
18 |
SGGDX - FIRST EAGLE FUNDS - First Eagle Gold Fund Class A |
18 |
MERVX - MERGER FUND VL - The Merger Fund VL |
18 |
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
18 |
Kore Private Wealth LLC |
18 |
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
18 |
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
18 |
Stansberry Asset Management, Llc |
18 |
Symons Capital Management Inc |
18 |
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
18 |
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
18 |
Redwood Wealth Management Group, LLC |
18 |
Public Employees Retirement Association Of Colorado |
18 |
Qci Asset Management Inc/ny |
18 |
Transce3nd, LLC |
18 |
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
18 |
Ade, Llc |
18 |
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
18 |
L & S Advisors Inc |
18 |
Washington Trust Bank |
18 |
Plato Investment Management Ltd |
18 |
Associated Banc-corp |
18 |
DJE Kapital AG |
18 |
EMKIX - Ashmore Funds - Ashmore Emerging Markets Total Return Fund INSTITUTIONAL CLASS SHARES |
18 |
Avestar Capital, LLC |
18 |
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
18 |
Greenleaf Trust |
18 |
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
18 |
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
18 |
Impact Asset Management GmbH |
18 |
CenterStar Asset Management, LLC |
18 |
Quantamental Technologies LLC |
18 |
Cornerstone Advisors, Inc. |
18 |
Legacy Bridge, LLC |
18 |
PACIFIC FUNDS SERIES TRUST - PF Emerging Markets Debt Fund CLASS P |
18 |
Harvest Fund Management Co., Ltd |
18 |
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
18 |
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
18 |
Passport Capital, LLC |
18 |
Strategic Financial Concepts, LLC |
18 |
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
18 |
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
18 |
Advisor Partners Ii, Llc |
18 |
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
18 |
GGBFX - GuideStone Funds - Global Bond Fund Investor |
18 |
Western Asset Global Corporate Defined Opportunity Fund Inc. |
18 |
Fosun International Ltd |
18 |
MQS Management LLC |
18 |
Mckinley Capital Management Llc /delaware |
18 |
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
18 |
Newgate Capital Management Llc |
18 |
Marathon Trading Investment Management LLC |
18 |
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
18 |
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
18 |
Pacitti Group Inc. |
18 |
Alera Investment Advisors, LLC |
18 |
Farmers & Merchants Investments Inc |
18 |
Sei Trust Co |
18 |
Carolina Wealth Advisors, LLC |
18 |
West Family Investments, Inc. |
18 |
Newfoundland Capital Management |
18 |
First Personal Financial Services |
18 |
Capital Guardian Trust Co |
18 |
Woodline Partners LP |
18 |
MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class |
18 |
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
18 |
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class |
18 |
Artemis Investment Management LLP |
18 |
Universal- Beteiligungs- und Servicegesellschaft mbH |
18 |
NMIEX - Northern Funds - Active M International Equity Fund |
18 |
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
18 |
COPA - Themes ETF Trust - Themes Copper Miners ETF |
17 |
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
17 |
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
17 |
Moisand Fitzgerald Tamayo, LLC |
17 |
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
17 |
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
17 |
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund |
17 |
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund |
17 |
Baird Robert W & Co Inc /wi/ |
17 |
Rise Advisors, LLC |
17 |
Haberer Registered Investment Advisor Inc |
17 |
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
17 |
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
17 |
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
17 |
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
17 |
WASHINGTON TRUST Co |
17 |
Advisory Alpha, LLC |
17 |
HCOM - Hartford Funds Exchange-Traded Trust - Hartford Schroders Commodity Strategy ETF |
17 |
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
17 |
Orrell Capital Management Inc |
17 |
Gilder Gagnon Howe & Co Llc |
17 |
VCSBX - VALIC Co II - Strategic Bond Fund |
17 |
Williams Jones Wealth Management, LLC. |
17 |
Slate Path Capital LP |
17 |
Pearl River Capital, LLC |
17 |
Verus Capital Partners, Llc |
17 |
HTLF Bank |
17 |
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
17 |
First City Capital Management, Inc. |
17 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
17 |
BI Asset Management Fondsmaeglerselskab A/S |
17 |
Advanced Series Trust - Ast Small-cap Growth Portfolio |
17 |
Anchor Bolt Capital, LP |
17 |
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
17 |
Global Financial Private Client, LLC |
17 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
17 |
EAM Global Investors LLC |
17 |
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
17 |
Baring International Investment Ltd |
17 |
Independent Portfolio Consultants, Inc. |
17 |
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF |
17 |
Carlson Capital L P |
17 |
Vanguard Capital Wealth Advisors |
17 |
Athanor Capital, Lp |
17 |
FourThought Financial, LLC |
17 |
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
17 |
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
17 |
Td Private Client Wealth Llc |
17 |
Financial Counselors Inc |
17 |
Uncommon Cents Investing LLC |
17 |
Sumitomo Mitsui DS Asset Management Company, Ltd |
17 |
Cape Investment Advisory, Inc. |
17 |
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
17 |
Cypress Wealth Services, LLC |
17 |
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
17 |
Ab Pooling Portfolios |
17 |
Parsons Capital Management Inc/ri |
17 |
Brandes Investment Partners, Lp |
17 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
17 |
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
17 |
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
17 |
Andreeff Equity Advisors, Llc |
17 |
Aire Advisors, Llc |
17 |
Ridgeworth Funds |
17 |
Kingswood Wealth Advisors, Llc |
17 |
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
17 |
Community Bank, N.A. |
17 |
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares |
17 |
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
17 |
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
17 |
David R. Rahn & Associates Inc. |
17 |
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
17 |
Kamunting Street Capital Management, L.P. |
17 |
Scopus Asset Management, L.p. |
17 |
Calamos Strategic Total Return Fund |
17 |
Saba Capital Management, L.P. |
17 |
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
17 |
Edgestream Partners, L.P. |
17 |
Pinz Capital Management, LP |
17 |
Eagle Asset Management Inc |
17 |
First Interstate Bank |
17 |
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
17 |
Hudock, Inc. |
17 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
17 |
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares |
17 |
ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
17 |
Wealthsource Partners, Llc |
17 |
Tyler-Stone Wealth Management |
17 |
High Income Opportunities Portfolio - High Income Opportunities Portfolio |
17 |
Global Income Builder Portfolio - Global Income Builder Portfolio |
17 |
Groupama Asset Managment |
17 |
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
17 |
Western Asset Investment Grade Defined Opportunity Trust Inc. |
17 |
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
17 |
Addenda Capital Inc. |
17 |
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund |
17 |
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio |
17 |
Dark Forest Capital Management Lp |
17 |
Meridian Wealth Management, LLC |
17 |
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
17 |
Coppell Advisory Solutions Corp. |
17 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
17 |
LFTEX - Lincoln Funds Trust - Lincoln Inflation Plus Fund Class I |
17 |
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
17 |
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
17 |
Systematic Financial Management Lp |
17 |
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
17 |
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
17 |
Beacon Capital Management, Inc. |
17 |
Arizona State Retirement System |
17 |
Total Investment Management Inc |
17 |
Voya Financial Advisors, Inc. |
17 |
Concurrent Investment Advisors, LLC |
17 |
Leuthold Group, Llc |
17 |
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
17 |
Accel Wealth Management |
17 |
Bard Associates Inc |
17 |
FFGCX - FIDELITY INVESTMENT TRUST - Fidelity Global Commodity Stock Fund |
17 |
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
17 |
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A |
17 |
Bleakley Financial Group, LLC |
17 |
SpiderRock Trading LLC |
17 |
Golden State Equity Partners |
17 |
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
17 |
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
17 |
Eagle Bay Advisors LLC |
17 |
JBF Capital, Inc. |
17 |
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
17 |
Orinda Asset Management LLC |
17 |
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF |
17 |
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
17 |
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
17 |
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
17 |
Align Wealth Management, LLC |
17 |
CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF |
17 |
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
17 |
qPULA Trading Management LP |
17 |
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I |
17 |
Drive Wealth Management, Llc |
17 |
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
17 |
TURF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Natural Resources ETF |
17 |
Orbitronix, LP |
17 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
17 |
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
17 |
Advantage Investment Management, Llc |
17 |
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
17 |
VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF |
17 |
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C |
17 |
Privium Fund Management B.V. |
16 |
Eastern Bank |
16 |
Invictus RG Pte. Ltd. |
16 |
Calamos Convertible Opportunities & Income Fund |
16 |
Calamos Convertible & High Income Fund |
16 |
Pale Fire Capital SE |
16 |
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF |
16 |
Thrivent Core Funds - Thrivent Core International Equity Fund |
16 |
Mfs Special Value Trust |
16 |
Tcw Group Inc |
16 |
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF |
16 |
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
16 |
Avion Wealth |
16 |
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% |
16 |
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
16 |
Laffer Investments |
16 |
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I |
16 |
Meadow Creek Investment Management LLC |
16 |
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
16 |
Inspire Advisors, LLC |
16 |
TGWIX - TCW FUNDS INC - TCW Emerging Markets Local Currency Income Fund Class I |
16 |
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund |
16 |
Qs Batterymarch Financial Management, Inc |
16 |
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
16 |
PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional |
16 |
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
16 |
Stephens Consulting, LLC |
16 |
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
16 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
16 |
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class |
16 |
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
16 |
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
16 |
Mason Street Advisors, Llc |
16 |
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
16 |
Banco Santander, S.A. |
16 |
Gerber Kawasaki Wealth & Investment Management |
16 |
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
16 |
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
16 |
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
16 |
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
16 |
Mn Services Vermogensbeheer B.V. |
16 |
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
16 |
Dixon Mitchell Investment Counsel Inc. |
16 |
Western Asset High Yield Defined Opportunity Fund Inc. |
16 |
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
16 |
Advanced Series Trust - Ast Advanced Strategies Portfolio |
16 |
Dreman Value Management, L L C |
16 |
Herr Investment Group LLC |
16 |
Aaron Wealth Advisors LLC |
16 |
Commerce Bank |
16 |
Acuity Investment Management Inc |
16 |
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
16 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
16 |
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
16 |
AUMI - Themes ETF Trust - Themes Gold Miners ETF |
16 |
Pine Valley Investments Ltd Liability Co |
16 |
Hirtle Callaghan & Co LLC |
16 |
TD Capital Management LLC |
16 |
Pinkerton Retirement Specialists, LLC |
16 |
Telemark Asset Management, LLC |
16 |
Selective Wealth Management, Inc. |
16 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
16 |
Nuveen Multi-Asset Income Fund |
16 |
Institutional & Family Asset Management, Llc |
16 |
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
16 |
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
16 |
Garde Capital, Inc. |
16 |
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund |
16 |
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
16 |
Riggs Asset Managment Co. Inc. |
16 |
CapWealth Advisors, LLC |
16 |
Enlightenment Research, LLC |
16 |
MUFG Securities EMEA plc |
16 |
Semanteon Capital Management, LP |
16 |
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
16 |
Cigna Investments Inc /new |
16 |
Hobbs Group Advisors, LLC |
16 |
UniSuper Management Pty Ltd |
16 |
Highline Wealth Partners Llc |
16 |
Foresight Wealth Management, LLC |
16 |
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
16 |
Lee Danner & Bass Inc |
16 |
ELD - WisdomTree Trust - WisdomTree Emerging Markets Local Debt Fund N/A |
16 |
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
16 |
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
16 |
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
16 |
Zions Bancorporation |
16 |
HHM Wealth Advisors, LLC |
16 |
Semmax Financial Advisors Inc. |
16 |
SeaBridge Investment Advisors LLC |
16 |
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
16 |
Fortis Capital Management LLC |
16 |
Quest Partners LLC |
16 |
Atom Investors LP |
16 |
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
16 |
Laidlaw Wealth Management LLC |
16 |
URTH - iShares, Inc. - iShares MSCI World ETF |
16 |
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
16 |
Parkwood LLC |
16 |
LENS - EA Series Trust - Sarmaya Thematic ETF |
16 |
Godsey & Gibb Associates |
16 |
Odey Asset Management Group Ltd |
16 |
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF |
16 |
BARING ASSET MANAGEMENT Ltd |
16 |
IAG Wealth Partners, LLC |
16 |
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 |
16 |
CPMG Inc |
16 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
16 |
Buckingham Strategic Partners |
16 |
Tfo-tdc, Llc |
16 |
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
16 |
V Wealth Advisors LLC |
16 |
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
16 |
Lenox Wealth Management, Inc. |
16 |
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
16 |
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) |
16 |
Azzad Asset Management Inc /adv |
16 |
Placemark Investments, Inc. |
16 |
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
16 |
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF |
16 |
Ninety One SA (PTY) Ltd |
16 |
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
16 |
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
16 |
MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
16 |
Rothschild Investment Corp /il |
16 |
EMDAX - PRUDENTIAL WORLD FUND, INC. - PGIM Emerging Markets Debt Local Currency Fund Class A |
16 |
Cromwell Holdings LLC |
16 |
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
16 |
PELAX - PIMCO FUNDS - PIMCO Emerging Markets Local Currency and Bond Fund Class A |
16 |
Meixler Investment Management, Ltd. |
16 |
Bienville Capital Management, LLC |
16 |
Lombard Odier Asset Management (Europe) Ltd |
16 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
16 |
Syverson Strege & Co |
16 |
Capital International Investors |
16 |
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
16 |
Standard Life Aberdeen plc |
16 |
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
16 |
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
16 |
Financial Advantage, Inc. |
16 |
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
16 |
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A |
16 |
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
16 |
Kistler-Tiffany Companies, LLC |
16 |
Strategic Investment Solutions, Inc. /IL |
16 |
Forsta Ap-fonden |
16 |
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
16 |
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
16 |
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
16 |
West Tower Group, LLC |
16 |
Parisi Gray Wealth Management |
16 |
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
16 |
HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund |
16 |
Moran Wealth Management, LLC |
16 |
Gdl Fund |
16 |
Dorsey Wright & Associates |
16 |
FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund |
16 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
16 |
SCP Investment, LP |
16 |
Clearview Wealth Advisors LLC |
16 |
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
16 |
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
16 |
Country Trust Bank |
16 |
Mycio Wealth Partners, Llc |
16 |
Hurley Capital, LLC |
16 |
Nations Financial Group Inc, /ia/ /adv |
16 |
Jeppson Wealth Management, Llc |
16 |
First Financial Corp /in/ |
16 |
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
15 |
Old National Bancorp /in/ |
15 |
LifePro Asset Management |
15 |
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
15 |
Adviser Investments LLC |
15 |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
15 |
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
15 |
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
15 |
American Capital Advisory, LLC |
15 |
GGLCX - Gamco Global Series Funds, Inc - Gabelli International Small Cap Fund Class C |
15 |
EP Wealth Advisors, Inc. |
15 |
Fortis Capital Advisors, LLC |
15 |
Readystate Asset Management Lp |
15 |
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
15 |
Flinton Capital Management LLC |
15 |
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
15 |
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A |
15 |
Murchinson Ltd. |
15 |
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
15 |
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
15 |
Gideon Capital Advisors, Inc. |
15 |
Aristides Capital LLC |
15 |
Foundry Partners, LLC |
15 |
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
15 |
American National Bank |
15 |
Old Point Trust & Financial Services N A |
15 |
Mfs Intermediate High Income Fund |
15 |
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
15 |
Hoey Investments, Inc |
15 |
Callan Capital, LLC |
15 |
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
15 |
Vestmark Advisory Solutions, Inc. |
15 |
Princeton Global Asset Management LLC |
15 |
Cheviot Value Management, LLC |
15 |
FormulaFolio Investments, LLC |
15 |
Segantii Capital Management Ltd |
15 |
Tarbox Family Office, Inc. |
15 |
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A |
15 |
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
15 |
Kapitalo Investimentos Ltda |
15 |
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A |
15 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
15 |
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
15 |
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
15 |
Zweig-DiMenna Associates LLC |
15 |
Maryland State Retirement & Pension System |
15 |
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
15 |
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A |
15 |
JCIC Asset Management Inc. |
15 |
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I |
15 |
RWM Asset Management, LLC |
15 |
EdgePoint Investment Group Inc. |
15 |
Intrua Financial, LLC |
15 |
Warberg Asset Management LLC |
15 |
Sprott Focus Trust Inc. |
15 |
Elgethun Capital Management |
15 |
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund |
15 |
Union Bancaire Privee, UBP SA |
15 |
VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
15 |
Jump Trading, Llc |
15 |
Main Street Group, LTD |
15 |
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
15 |
M Holdings Securities, Inc. |
15 |
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
15 |
Calamos Dynamic Convertible & Income Fund |
15 |
PAELX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Local Currency Bond Fund Advisor Class |
15 |
Argent Trust Co |
15 |
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
15 |
Raymond James Trust N.a. |
15 |
Brighton Jones Llc |
15 |
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
15 |
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
15 |
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
15 |
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
15 |
Anfield Capital Management, LLC |
15 |
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
15 |
Reuter James Wealth Management, Llc |
15 |
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
15 |
Advisory Research Inc |
15 |
Edmond De Rothschild Asset Management (france) |
15 |
Cribstone Capital Management, LLC |
15 |
Gmt Capital Corp |
15 |
Alpine Associates Management Inc. |
15 |
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
15 |
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
15 |
Analytic Investors, LLC |
15 |
Cedar Wealth Management, LLC |
15 |
MXI - iSHARES TRUST - iShares Global Materials ETF |
15 |
Burney Co/ |
15 |
Fiduciary Trust Co |
15 |
Western Asset High Income Opportunity Fund Inc. |
15 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C |
15 |
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
15 |
RHJ International SA |
15 |
Loomis Sayles & Co L P |
15 |
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
15 |
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF |
15 |
Westchester Capital Management, LLC |
15 |
Wellington Shields Capital Management, LLC |
15 |
Arlington Trust Co LLC |
15 |
Squar Milner Financial Services Llc |
15 |
Covalis Capital Llp |
15 |
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares |
15 |
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
15 |
Morse Asset Management, Inc |
15 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
15 |
Retirement Group, LLC |
15 |
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
15 |
Ausdal Financial Partners, Inc. |
15 |
MYDA Advisors LLC |
15 |
Mbb Public Markets I Llc |
15 |
William Blair Investment Management, Llc |
15 |
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
15 |
Wealth Preservation Advisors, LLC |
15 |
CWM Advisors, LLC |
15 |
Elite Wealth Management, Inc. |
15 |
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
15 |
Glen Harbor Capital Management LLC |
15 |
Advisor Partners Llc |
15 |
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
15 |
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF |
15 |
Solstein Capital, LLC |
15 |
Abound Wealth Management |
15 |
NRES - DBX ETF TRUST - Xtrackers RREEF Global Natural Resources ETF |
15 |
Susquehanna Advisors Group, Inc. |
15 |
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class |
15 |
Tyers Asset Management LLC |
15 |
Allianzgi Diversified Income & Convertible Fund |
15 |
High Pointe Capital Management Llc |
15 |
URA - Global X Funds - Global X Uranium ETF |
15 |
Pin Oak Investment Advisors Inc |
15 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
15 |
Philadelphia Trust Co |
15 |
CLARET ASSET MANAGEMENT Corp |
15 |
Mainstay Capital Management Llc /adv |
15 |
Essex Financial Services, Inc. |
15 |
Carmignac Gestion |
15 |
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio |
15 |
Change Path, LLC |
15 |
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A |
15 |
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares |
15 |
Blackrock Real Asset Equity Trust |
15 |
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares |
15 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
15 |
Weiss Strategic Interval Fund |
15 |
Greenline Partners, LLC |
15 |
Dixon Hughes Goodman Wealth Advisors LLC |
15 |
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
15 |
Aegis Financial Corp |
15 |
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
15 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
15 |
Sapient Capital Llc |
15 |
Filbrandt Wealth Management, LLC |
15 |
Westport Resources Management Inc |
15 |
Capital Growth Management Lp |
15 |
Total Clarity Wealth Management, Inc. |
15 |
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
15 |
Baillie Gifford & Co |
15 |
Summit Financial, LLC |
15 |
Simplicity Wealth,LLC |
15 |
Warren Averett Asset Management, LLC |
15 |
Bare Financial Services, Inc |
15 |
Aptus Capital Advisors, LLC |
15 |
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
15 |
Anthracite Investment Company, Inc. |
15 |
Forum Funds |
15 |
Allianzgi Convertible & Income Fund |
15 |
Allianzgi Convertible & Income Fund Ii |
15 |
Frazier Financial Advisors, LLC |
15 |
Chartwell Investment Partners, Llc |
15 |
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
15 |
Capital Advisory Group Advisory Services, LLC |
15 |
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
15 |
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
15 |
Nfj Investment Group, Llc |
15 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
15 |
NewEdge Wealth, LLC |
15 |
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 |
15 |
Phoenix Holdings Ltd. |
15 |
ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF |
15 |
Mesirow Financial Investment Management, Inc. |
15 |
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
15 |
PenderFund Capital Management Ltd. |
15 |
Csenge Advisory Group |
15 |
VCCBX - VALIC Co II - Core Bond Fund |
14 |
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
14 |
Saturna Capital CORP |
14 |
SLVR - SPROTT FUNDS TRUST - Sprott Silver Miners & Physical Silver ETF |
14 |
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
14 |
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF |
14 |
Taconic Capital Advisors LP |
14 |
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
14 |
Shelton Capital Management |
14 |
Lloyd Advisory Services, LLC. |
14 |
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
14 |
Benjamin Edwards Inc |
14 |
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
14 |
IPG Investment Advisors LLC |
14 |
Bourgeon Capital Management Llc |
14 |
Invenomic Capital Management LP |
14 |
Chesapeake Capital Corp /il/ |
14 |
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund |
14 |
Diversify Advisory Services, LLC |
14 |
Rokos Capital Management LLP |
14 |
Asahi Life Asset Management Co., Ltd. |
14 |
Hilltop National Bank |
14 |
De Lisle Partners LLP |
14 |
Beutel, Goodman & Co Ltd. |
14 |
FSA Wealth Management LLC |
14 |
Wealthcare Capital Management Llc |
14 |
Paradigm Asset Management Co Llc |
14 |
Thompson Siegel & Walmsley Llc |
14 |
Atwood & Palmer Inc |
14 |
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
14 |
Cvi Holdings, Llc |
14 |
Acuitas Investments, LLC |
14 |
Heartland Advisors Inc |
14 |
Pinnacle Summer Investments, Inc. |
14 |
Fs Credit Income Fund |
14 |
Emerald Investment Partners, Llc |
14 |
Point View Wealth Management, Inc. |
14 |
Burleson & Company, LLC |
14 |
J. Safra Sarasin Holding AG |
14 |
Wagner Wealth Management, Llc |
14 |
Prime Capital Investment Advisors, LLC |
14 |
Virtue Capital Management, LLC |
14 |
Seelaus Asset Management LLC |
14 |
Joel Isaacson & Co., LLC |
14 |
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
14 |
Maple Securities Usa Inc |
14 |
RidgeWorth Capital Management LLC |
14 |
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
14 |
Qrg Capital Management, Inc. |
14 |
Gryphon Financial Partners LLC |
14 |
AGMI - Themes ETF Trust - Themes Silver Miners ETF |
14 |
Wellington Shields & Co., LLC |
14 |
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
14 |
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
14 |
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
14 |
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
14 |
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB |
14 |
Zions Bancorporation, National Association /ut/ |
14 |
Duncker Streett & Co Inc |
14 |
Kanaly Trust Co |
14 |
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I |
14 |
WealthTrust-Arizona, LLC |
14 |
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
14 |
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
14 |
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
14 |
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
14 |
TGMAX - TCW FUNDS INC - TCW Emerging Markets Multi-Asset Opportunities Fund Class I |
14 |
Pioneer High Income Trust |
14 |
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
14 |
Byrne Asset Management LLC |
14 |
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
14 |
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
14 |
Artisan Partners Limited Partnership |
14 |
Invictus RG |
14 |
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
14 |
Legg Mason Bw Global Income Opportunities Fund Inc. |
14 |
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
14 |
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
14 |
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load |
14 |
Aberdeen Asia-pacific Income Fund Inc |
14 |
Lloyd Harbor Capital Management, LLC |
14 |
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
14 |
Oregon Public Employees Retirement Fund |
14 |
CTPFX - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND Class F-2 |
14 |
Rydex Etf Trust |
14 |
Ambs Investment Counsel Llc |
14 |
Hartford Financial Management Inc. |
14 |
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
14 |
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund |
14 |
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio |
14 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
14 |
Boston Income Portfolio - Boston Income Portfolio |
14 |
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
14 |
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF |
14 |
Western Asset/claymore Inflation-linked Opportunities & Income Fund |
14 |
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
14 |
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
14 |
Cca Investments Trust |
14 |
RSSL - Global X Funds - Global X Russell 2000 ETF |
14 |
CGMRX - CGM TRUST - CGM Realty Fund |
14 |
Claudia M.p. Batlle, Crp (r) Llc |
14 |
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
14 |
Indiana Trust & Investment Management CO |
14 |
West Oak Capital, LLC |
14 |
SA FUNDS INVESTMENT TRUST - SA International Value Fund |
14 |
Fulton Bank, N.a. |
14 |
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
14 |
SHLMX - Stone Harbor Investment Funds - Stone Harbor Local Markets Fund Institutional Class |
14 |
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
14 |
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load |
14 |
Forum Financial Management, LP |
14 |
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A |
14 |
Wolff Wiese Magana Llc |
14 |
Black Swift Group, LLC |
14 |
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
14 |
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
14 |
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
14 |
Dynamic Capital Management Ltd |
14 |
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
14 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 |
14 |
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
14 |
Glass Jacobson Investment Advisors llc |
14 |
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund |
14 |
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
14 |
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
14 |
IGDAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Gold & Precious Metals Fund Class A |
14 |
BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A |
14 |
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
14 |
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
14 |
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
14 |
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
14 |
Mackay Shields Llc |
14 |
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
14 |
Total Wealth Planning & Management, Inc. |
14 |
Capital International Inc /ca/ |
14 |
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 |
14 |
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
14 |
Frontier Investment Mgmt Co |
14 |
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
14 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
14 |
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 |
14 |
SMSVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Multi-Sector Bond Fund Class A |
14 |
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
14 |
Ghisallo Capital Management LLC |
14 |
Geologic Resource Partners, LLC |
14 |
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
14 |
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
14 |
Highland Capital Management, Llc |
14 |
Grayhawk Investment Strategies Inc. |
14 |
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A |
14 |
Blume Capital Management, Inc. |
14 |
Telemetry Investments, L.L.C. |
14 |
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
14 |
Tacita Capital Inc |
14 |
IECAX - IVY FUNDS - Ivy Pictet Emerging Markets Local Currency Debt Fund Class A |
14 |
Ballew Advisors, Inc |
14 |
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
14 |
Capital International Sarl |
14 |
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
14 |
Great Lakes Advisors, Llc |
14 |
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
14 |
Hennion & Walsh Asset Management, Inc. |
14 |
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
14 |
Farringdon Capital, Ltd. |
14 |
AQGNX - AQR Funds - AQR Global Equity Fund Class N |
14 |
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
14 |
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
14 |
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A |
14 |
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF |
14 |
Fortis Advisors, LLC |
14 |
Sig Brokerage, Lp |
14 |
Foresight Capital Management Advisors, Inc. |
14 |
Mosaic Family Wealth, LLC |
14 |
Shapiro Robert N |
14 |
My Personal CFO, LLC |
14 |
Bluestein R H & Co |
14 |
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
14 |
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
14 |
Strategic Investment Management, Llc |
14 |
Archford Capital Strategies, LLC |
14 |
Accurate Wealth Management, LLC |
14 |
Teza Capital Management LLC |
14 |
Fractal Investments LLC |
14 |
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
14 |
FORH - ETF Opportunities Trust - Formidable ETF |
14 |
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
14 |
Verity Asset Management, Inc. |
14 |
Kepos Capital LP |
14 |
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
14 |
Steward Financial Group LLC |
14 |
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
14 |
Quent Capital, LLC |
14 |
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
14 |
Jarislowsky, Fraser Ltd |
14 |
Forty4 Asset Management LLC |
14 |
Orbis Allan Gray Ltd |
14 |
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF |
14 |
Sugarloaf Wealth Management, LLC |
14 |
S.A. Mason LLC |
14 |
Wealthfront Inc |
14 |
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
14 |
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A |
13 |
Pitcairn Co |
13 |
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
13 |
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
13 |
Cloverfields Capital Group, Lp |
13 |
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A |
13 |
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
13 |
Personal Cfo Solutions, Llc |
13 |
Winnow Wealth Llc |
13 |
Northern Oak Wealth Management Inc |
13 |
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF |
13 |
VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares |
13 |
Abich Financial Wealth Management LLC |
13 |
Romano Brothers And Company |
13 |
Sittner & Nelson, Llc |
13 |
Schechter Investment Advisors, LLC |
13 |
Putnam Premier Income Trust |
13 |
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
13 |
HSBC FUNDS - HSBC High Yield Fund Class A |
13 |
QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
13 |
Smith, Moore & Co. |
13 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
13 |
Alpha Omega Wealth Management LLC |
13 |
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P |
13 |
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell |
13 |
Encompass Capital Advisors LLC |
13 |
General American Investors Co Inc |
13 |
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
13 |
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
13 |
Gunderson Capital Management Inc. |
13 |
BRACX - Blackrock Allocation Target Shares - Bats Series C |
13 |
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
13 |
FEDERATED CORE TRUST - Emerging Markets Core Fund |
13 |
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF |
13 |
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
13 |
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares |
13 |
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A |
13 |
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
13 |
Syntal Capital Partners, LLC |
13 |
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
13 |
Gabelli Dividend & Income Trust |
13 |
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares |
13 |
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
13 |
Lansforsakringar Fondforvaltning AB (publ) |
13 |
Exencial Wealth Advisors, Llc |
13 |
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
13 |
Wilbanks Smith & Thomas Asset Management Llc |
13 |
Easterly Investment Partners Llc |
13 |
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
13 |
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
13 |
Lehman Financial Resources, Inc. |
13 |
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
13 |
Polaris Wealth Advisory Group, LLC |
13 |
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
13 |
Covington Capital Management |
13 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
13 |
Strategic Wealth Advisors Group, LLC |
13 |
Kathmere Capital Management, LLC |
13 |
Fred Alger Management, Llc |
13 |
Red Door Wealth Management, LLC |
13 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio |
13 |
Moody National Bank Trust Division |
13 |
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
13 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
13 |
Monashee Investment Management LLC |
13 |
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class |
13 |
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
13 |
Joseph P. Lucia & Associates, LLC |
13 |
Centre Asset Management, LLC |
13 |
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
13 |
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF |
13 |
Livingston Group Asset Management CO (operating as Southport Capital Management) |
13 |
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
13 |
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
13 |
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
13 |
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
13 |
Perkins Coie Trust Co |
13 |
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
13 |
Royce Micro-cap Trust, Inc /md/ |
13 |
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
13 |
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
13 |
Dfa Investment Trust Co - The Emerging Markets Series |
13 |
Bnc Wealth Management, Llc |
13 |
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA |
13 |
People's United Financial, Inc. |
13 |
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA |
13 |
Decker Retirement Planning Inc. |
13 |
Comerica Securities,inc. |
13 |
Holloway Wealth Management, LLC |
13 |
Western Asset/claymore Inflation-linked Securities & Income Fund |
13 |
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF |
13 |
Cornerstone Capital Management Holdings Llc. |
13 |
Allianz Se |
13 |
EMBAX - VanEck Funds - Unconstrained Emerging Markets Bond Fund Class A |
13 |
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF |
13 |
BWX - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Treasury Bond ETF |
13 |
Canoe Financial LP |
13 |
WealthTrust Fairport, LLC |
13 |
Mitsubishi UFJ Securities Holdings Co., Ltd. |
13 |
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
13 |
Desjardins Global Asset Management Inc. |
13 |
Beck Bode, LLC |
13 |
RE Dickinson Investment Advisors, LLC |
13 |
Berkeley Capital Partners, LLC |
13 |
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares |
13 |
Spring Creek Capital Llc |
13 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
13 |
La Banque Postale Asset Management SA |
13 |
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
13 |
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
13 |
Cutter & CO Brokerage, Inc. |
13 |
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class |
13 |
Traynor Capital Management, Inc. |
13 |
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
13 |
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
13 |
Waldron Private Wealth LLC |
13 |
EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF |
13 |
Pinpoint Asset Management Ltd |
13 |
Geduld E E |
13 |
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class |
13 |
Buckingham Strategic Wealth, Llc |
13 |
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
13 |
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A |
13 |
Farmers & Merchants Trust Co of Chambersburg PA |
13 |
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
13 |
Central Square Management LLC |
13 |
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
13 |
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I |
13 |
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
13 |
Impact Partnership Wealth, LLC |
13 |
Causeway Capital Management Llc |
13 |
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
13 |
Simon Quick Advisors, Llc |
13 |
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
13 |
Genus Capital Management Inc. |
13 |
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
13 |
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class |
13 |
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
13 |
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
13 |
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
13 |
Putnam Fl Investment Management Co |
13 |
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 |
13 |
Quantessence Capital LLC |
13 |
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
13 |
Cambridge Trust Co |
13 |
WealthStone, Inc. |
13 |
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
13 |
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
13 |
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
13 |
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF |
13 |
Carmichael Hill & Associates, Inc. |
13 |
Independence Bank of Kentucky |
13 |
Islay Capital Management, Llc |
13 |
St Germain D J Co Inc |
13 |
Tortoise Investment Management, LLC |
13 |
Water Island Capital Llc |
13 |
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
13 |
Corient Capital Partners, LLC |
13 |
180 Wealth Advisors, Llc |
13 |
SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF |
13 |
Endurance Wealth Management, Inc. |
13 |
Graticule Asia Macro Advisors LLC |
13 |
Manning & Napier Advisors Llc |
13 |
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
13 |
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
13 |
Palisade Capital Management Llc/nj |
13 |
Brandywine Global Investment Management, LLC |
13 |
Deer Park Road Corp |
13 |
Holocene Advisors, LP |
13 |
Measured Wealth Private Client Group, LLC |
13 |
FundVantage Trust - Verplanck Balanced Fund |
13 |
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
13 |
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P |
13 |
BTG Pactual Global Asset Management Ltd |
13 |
Kelly Financial Services LLC |
13 |
West Branch Capital LLC |
13 |
Campbell Multi-strategy Trust |
13 |
Bolton Lp |
13 |
Todd Asset Management Llc |
13 |
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
13 |
Minichmacgregor Wealth Management, Llc |
13 |
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
13 |
Canton Hathaway, LLC |
13 |
WealthTrust Axiom LLC |
13 |
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
13 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class |
13 |
Johnson Investment Counsel Inc |
13 |
Sheets Smith Wealth Management |
13 |
Investors Asset Management Of Georgia Inc /ga/ /adv |
13 |
TPIF - TIMOTHY PLAN - Timothy Plan International ETF |
13 |
Regentatlantic Capital Llc |
13 |
Windsor Creek Advisors, Llc |
13 |
Costello Asset Management, INC |
13 |
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
13 |
Castle Creek Arbitrage, LLC |
13 |
Absolute Return Capital, LLC |
13 |
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I |
13 |
Mutual Of America Capital Management Llc |
13 |
Silphium Asset Management Ltd |
13 |
BI Partners LLC |
13 |
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
13 |
IndexIQ Advisors LLC |
13 |
Equitec Proprietary Markets, Llc |
13 |
WMS Partners, LLC |
13 |
Regent Peak Wealth Advisors LLC |
13 |
Luminist Capital LLC |
13 |
Bfsg, Llc |
13 |
Clinton Group Inc |
13 |
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I |
13 |
TRUE Private Wealth Advisors |
13 |
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I |
13 |
Cadence Wealth Management LLC |
13 |
QICLX - AQR Funds - AQR International Multi-Style Fund Class I |
13 |
Center for Financial Planning, Inc. |
13 |
Achmea Investment Management B.V. |
13 |
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
13 |
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B |
13 |
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
13 |
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
13 |
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I |
13 |
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
13 |
XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF |
13 |
Mountain Capital Investment Advisors, Inc |
13 |
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF |
13 |
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF |
13 |
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
13 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
13 |
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K |
13 |
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
13 |
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
13 |
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
13 |
IGNBX - IVY FUNDS - Ivy Natural Resources Fund Class B |
13 |
Ridgewood Investments LLC |
13 |
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
13 |
DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A |
13 |
Fernwood Investment Management, LLC |
13 |
NFP Retirement, Inc. |
13 |
Spectrum Management Group, LLC |
13 |
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A |
13 |
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
13 |
Ameriflex Group, Inc. |
13 |
Turner Investments, L.p. |
12 |
TGEIX - TCW FUNDS INC - TCW Emerging Markets Income Fund I Class |
12 |
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
12 |
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class |
12 |
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class |
12 |
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I |
12 |
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
12 |
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
12 |
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class |
12 |
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
12 |
Ronald Blue & Co Llc |
12 |
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares |
12 |
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares |
12 |
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
12 |
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
12 |
Tcfg Wealth Management, Llc |
12 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
12 |
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I |
12 |
ORG Wealth Partners, LLC |
12 |
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
12 |
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund |
12 |
LEDIX - LAZARD FUNDS INC - Lazard Emerging Markets Debt Portfolio Institutional Shares |
12 |
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund |
12 |
MHITX - MFS SERIES TRUST III - MFS High Income Fund A |
12 |
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares |
12 |
Dfa Investment Trust Co - The Asia Pacific Small Company Series |
12 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class |
12 |
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF |
12 |
Dfa Investment Trust Co - The Dfa International Value Series |
12 |
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
12 |
Dfa Investment Dimensions Group Inc - Va International Value Portfolio |
12 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class |
12 |
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class |
12 |
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
12 |
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
12 |
EHLS - Tidal Trust II - Even Herd Long Short ETF |
12 |
Everett Harris & Co /ca/ |
12 |
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF |
12 |
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF |
12 |
Violich Capital Management, Inc. |
12 |
Park Avenue Securities Llc |
12 |
Pathway Financial Advisers, LLC |
12 |
AMG National Trust Bank |
12 |
GFS Advisors, LLC |
12 |
LRI Investments, LLC |
12 |
Bradley Foster & Sargent Inc/ct |
12 |
Mediolanum International Funds Ltd |
12 |
Insight 2811, Inc. |
12 |
Financial & Investment Management Group Ltd |
12 |
Credential Securities Inc. |
12 |
First Citizens Bank & Trust Co |
12 |
Grimes & Company, Inc. |
12 |
Asher Enterprises Inc |
12 |
Gupta Wealth Management LLC |
12 |
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
12 |
Apollo Management Holdings, L.P. |
12 |
Patten Group, Inc. |
12 |
GV Financial Advisors |
12 |
SIH Partners, LLLP |
12 |
Kings Point Capital Management |
12 |
Wesbanco Bank Inc |
12 |
SailingStone Capital Partners LLC |
12 |
CSNR - Cohen & Steers ETF Trust - Cohen & Steers Natural Resources Active ETF |
12 |
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
12 |
Trust Co Of Toledo Na /oh/ |
12 |
Private Wealth Asset Management, LLC |
12 |
FTWO - EA Series Trust - Strive FAANG 2.0 ETF |
12 |
Private Wealth Partners, LLC |
12 |
Russell Clark Investment Management Ltd |
12 |
BlackRock ETF Trust II - BlackRock Flexible Income ETF |
12 |
Chase Investment Counsel Corp |
12 |
Corundum Trust Company, INC |
12 |
Nemes Rush Group LLC |
12 |
Radcliffe Capital Management, L.P. |
12 |
3G Capital Partners LP |
12 |
NorthCoast Asset Management LLC |
12 |
Leonard Capital Management, Inc |
12 |
Brookwood Investment Group LLC |
12 |
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A |
12 |
City Holding Co |
12 |
Dakota Wealth Management |
12 |
Hilton Capital Management, LLC |
12 |
CT Financial Advisors LLC |
12 |
J. Goldman & Co LP |
12 |
Krilogy Financial LLC |
12 |
Df Dent & Co Inc |
12 |
Insigneo Advisory Services, Llc |
12 |
Qsemble Capital Management, LP |
12 |
South Georgia Capital, Llc |
12 |
Forge First Asset Management Inc. |
12 |
Alpha Cubed Investments, LLC |
12 |
Ssi Investment Management Llc |
12 |
111 Capital |
12 |
VitalStone Financial, LLC |
12 |
Progeny 3, Inc. |
12 |
Risk Paradigm Group, LLC |
12 |
RFP Financial Group LLC |
12 |
Gratus Capital LLC |
12 |
Arrow Financial Corp |
12 |
Fiduciary Alliance LLC |
12 |
Utah Retirement Systems |
12 |
Stanley-Laman Group, Ltd. |
12 |
Nbt Bank N A /ny |
12 |
Comprehensive Money Management Services LLC |
12 |
Sentinus, LLC |
12 |
Piershale Financial Group, Inc. |
12 |
Loeb Partners Corp |
12 |
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F |
12 |
Peregrine Asset Advisers, Inc. |
12 |
Kazazian Asset Management, LLC |
12 |
Scarborough Advisors, LLC |
12 |
CRIT - EXCHANGE TRADED CONCEPTS TRUST - Optica Rare Earths & Critical Materials ETF |
12 |
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
12 |
Farmer Steven Patrick |
12 |
Virginia Retirement System |
12 |
IGNCX - IVY FUNDS - Delaware Ivy Natural Resources Fund Class C |
12 |
Mechanics Financial Corp |
12 |
Verde Servicos Internacionais S.A. |
12 |
Horan Securities, Inc. |
12 |
LGT Fund Management Co Ltd. |
12 |
Martingale Asset Management L P |
12 |
Pentwater Capital Management LP |
12 |
Jabre Capital Partners S.A. |
12 |
Raleigh Capital Management Inc. |
12 |
Prince Street Capital Management LLC |
12 |
Polar Capital LLP |
12 |
Jacobs Levy Equity Management, Inc |
12 |
Kovitz Investment Group Partners, LLC |
12 |
Ropes Wealth Advisors Llc |
12 |
ARS Investment Partners, LLC |
12 |
Retirement Planning Co of New England, Inc. |
12 |
EverPoint Asset Management, LLC |
12 |
Eisler Capital Management Ltd. |
12 |
Seamans Capital Management, LLC |
12 |
DGS Capital Management, LLC |
12 |
Guggenheim Active Allocation Fund |
12 |
Caldwell Securities, Inc |
12 |
USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
12 |
S.a.c. Global Investors, Llp |
12 |
Legg Mason Investment Counsel, LLC |
12 |
McAdams Wright Ragen, Inc. |
12 |
JZRO - Janus Detroit Street Trust - Janus Henderson Net Zero Transition Resources ETF |
12 |
SevenBridge Financial Group, LLC |
12 |
DFIV - Dimensional ETF Trust - Dimensional International Value ETF |
12 |
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
12 |
Cable Hill Partners, LLC |
12 |
STFBX - Advisers Investment Trust - State Farm Balanced Fund |
12 |
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB |
12 |
Northwest Wealth Management, Llc |
12 |
Lynwood Capital Management Inc. |
12 |
Symmetry Partners, LLC |
12 |
DLD Asset Management, LP |
12 |
SpiderRock Advisors, LLC |
12 |
Founders Capital Management |
12 |
Main Street Financial Solutions, LLC |
12 |
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
12 |
Ronit Capital LLP |
12 |
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A |
12 |
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A |
12 |
Blackrock Debt Strategies Fund, Inc. |
12 |
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
12 |
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares |
12 |
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A |
12 |
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
12 |
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
12 |
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
12 |
Nuveen Multi-market Income Fund |
12 |
Nuveen S&p 500 Dynamic Overwrite Fund |
12 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
12 |
Hemington Wealth Management |
12 |
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes |
12 |
GoalVest Advisory LLC |
12 |
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
12 |
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
12 |
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
12 |
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
12 |
Western Asset Premier Bond Fund |
12 |
BlackRock Capital Allocation Trust |
12 |
Fortis Group Advisors, LLC |
12 |
HYLD - Exchange Listed Funds Trust - High Yield ETF |
12 |
Klp Kapitalforvaltning As |
12 |
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
12 |
Oppenheimer Quest For Value Funds |
12 |
Irish Life Investment Managers Ltd. |
12 |
Neuberger Berman High Yield Strategies Fund Inc. |
12 |
Emerging Markets Local Income Portfolio - Emerging Markets Local Income Portfolio |
12 |
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
12 |
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS |
12 |
URNM - EXCHANGE TRADED CONCEPTS TRUST - North Shore Global Uranium Mining ETF |
12 |
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF |
12 |
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
12 |
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A |
12 |
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
12 |
Putnam Master Intermediate Income Trust |
12 |
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF |
12 |
Kennedy Capital Management, Inc. |
12 |
One Wealth Advisors, LLC |
12 |
Certified Advisory Corp |
12 |
Rossmore Private Capital |
12 |
Sagil Capital Llp |
12 |
Unigestion Holding SA |
12 |
Rialto Wealth Management, LLC |
12 |
Boenning & Scattergood, Inc. |
12 |
United Capital Management of KS, Inc. |
12 |
Vectors Research Management, LLC |
12 |
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
12 |
Susquehanna International Group Ltd. |
12 |
Dagco, Inc. |
12 |
Strategic Blueprint, LLC |
12 |
Visionary Wealth Advisors |
12 |
VisionPoint Advisory Group, LLC |
12 |
Yaupon Capital Management LP |
12 |
Manchester Financial Inc |
12 |
Jade Capital Advisors, LLC |
12 |
Whipplewood Advisors, LLC |
12 |
GFG Capital, LLC |
12 |
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S |
12 |
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A |
12 |
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF |
12 |
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
12 |
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) |
12 |
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
12 |
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
12 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
12 |
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C |
12 |
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
12 |
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
12 |
LCDAX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Corporate Debt Fund Class A |
12 |
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
12 |
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
12 |
TBOAX - TEMPLETON INCOME TRUST - Templeton International Bond Fund Class A |
12 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio |
12 |
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
12 |
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 |
12 |
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF |
12 |
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
12 |
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
12 |
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I |
12 |
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund |
12 |
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K |
12 |
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
12 |
FSDPX - FIDELITY SELECT PORTFOLIOS - Materials Portfolio |
12 |
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
12 |
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
12 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
12 |
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund |
12 |
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
12 |
AlphaCore Capital LLC |
12 |
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
12 |
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
12 |
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
12 |
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
12 |
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A |
12 |
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
12 |
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
12 |
FFNKX - VARIABLE INSURANCE PRODUCTS FUND IV - Materials Portfolio Initial Class |
12 |
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund |
12 |
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
12 |
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
12 |
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF |
12 |
HSBC FUNDS - HSBC Strategic Income Fund Class A |
12 |
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 |
12 |
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A |
12 |
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N |
12 |
Brighthouse Funds Trust II - Western Asset Management U.S. Government Portfolio Class A |
12 |
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class |
12 |
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
12 |
Brighthouse Funds Trust I - AB International Bond Portfolio Class B |
12 |
COPX - Global X Funds - Global X Copper Miners ETF |
12 |
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund |
12 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class |
12 |
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
12 |
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
12 |
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
12 |
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A |
12 |
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS |
12 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
11 |
Blue Bell Private Wealth Management, Llc |
11 |
Cary Street Partners Financial Llc |
11 |
Ossiam |
11 |
Stonebridge Financial Group, LLC |
11 |
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P |
11 |
Andromeda Capital LLC |
11 |
Marketfield Asset Management LLC |
11 |
Edge Advisors, Llc |
11 |
Northwest Investment Counselors, Llc |
11 |
HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF |
11 |
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
11 |
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group |
11 |
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
11 |
Nelson Capital Management, LLC |
11 |
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
11 |
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
11 |
Legend Financial Advisors, Inc. |
11 |
Longfellow Investment Management Co Llc |
11 |
WFA of San Diego, LLC |
11 |
Kayne Anderson Rudnick Investment Management Llc |
11 |
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund |
11 |
Callan Family Office, LLC |
11 |
Pinnacle Financial Partners Inc |
11 |
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
11 |
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
11 |
Quad Capital Management Advisors LLC |
11 |
Hartford Series Fund Inc |
11 |
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF |
11 |
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF |
11 |
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
11 |
FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF |
11 |
First Foundation Advisors |
11 |
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
11 |
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
11 |
Glovista Investments LLC |
11 |
N.E.W. Advisory Services LLC |
11 |
Zurich Insurance Group Ltd/FI |
11 |
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
11 |
FLDFX - Meeder Funds - BALANCED FUND Retail Class |
11 |
Atlas Private Wealth Advisors |
11 |
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares |
11 |
Gables Capital Management Inc. |
11 |
Liontrust Investment Partners LLP |
11 |
Badgley Phelps & Bell Inc |
11 |
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
11 |
Delaware Vip Trust - Delaware Vip Value Series Standard Class |
11 |
Altshuler Shaham Ltd |
11 |
Donoghue Forlines LLC |
11 |
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
11 |
Smith Group Asset Management, LLC |
11 |
Lowe Wealth Advisors, LLC |
11 |
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class |
11 |
Cooperatieve Rabobank U.A. |
11 |
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
11 |
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
11 |
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
11 |
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L |
11 |
Frontier Wealth Management LLC |
11 |
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF |
11 |
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I |
11 |
NINE MASTS CAPITAL Ltd |
11 |
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
11 |
Colonial Trust Co / SC |
11 |
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) |
11 |
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
11 |
Madison Investment Holdings Inc |
11 |
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
11 |
Claro Advisors LLC |
11 |
First Horizon Corp |
11 |
Amerivest Investment Management LLC |
11 |
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
11 |
Horizon Kinetics LLC |
11 |
Addison Advisors LLC |
11 |
Corton Capital Inc. |
11 |
Conning Inc. |
11 |
Insight Select Income Fund |
11 |
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
11 |
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class |
11 |
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
11 |
Wealthfront Advisers Llc |
11 |
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
11 |
Harvest Group Wealth Management, Llc |
11 |
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
11 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
11 |
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
11 |
Obermeyer Wood Investment Counsel, Lllp |
11 |
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
11 |
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
11 |
Dunhill Financial, LLC |
11 |
Santa Fe Partners LLC |
11 |
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
11 |
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
11 |
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class |
11 |
Trellus Management Company, LLC |
11 |
ICOP - iSHARES TRUST - iShares Copper and Metals Mining ETF |
11 |
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
11 |
Alpine Partners USVI, LLC |
11 |
BBT Capital Management, LLC |
11 |
PSI Advisors, LLC |
11 |
MGNR - AMERICAN BEACON SELECT FUNDS - American Beacon GLG Natural Resources ETF |
11 |
Cadence Capital Management Llc |
11 |
Bramshill Investments, LLC |
11 |
Disciplined Investments, LLC |
11 |
Penn Capital Management Co Inc |
11 |
Headinvest, Llc |
11 |
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
11 |
Ahrens Investment Partners LLC |
11 |
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares |
11 |
Founders Financial Alliance, LLC |
11 |
Vision Financial Markets Llc |
11 |
Smith Asset Management Group Lp |
11 |
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional |
11 |
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class |
11 |
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
11 |
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class |
11 |
Accordant Advisory Group Inc |
11 |
EMCB - WisdomTree Trust - WisdomTree Emerging Markets Corporate Bond Fund N/A |
11 |
SPROTT FUNDS TRUST - Sprott Copper Miners ETF |
11 |
WPG Advisers, LLC |
11 |
HB Wealth Management, LLC |
11 |
Murphy Pohlad Asset Management LLC |
11 |
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
11 |
Cadinha & Co Llc |
11 |
Cassady Schiller Wealth Management, LLC |
11 |
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class |
11 |
Harvest Investment Services, LLC |
11 |
FCAN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Canada AlphaDEX Fund |
11 |
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
11 |
Hohimer Wealth Management, Llc |
11 |
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
11 |
Halpern Financial, Inc. |
11 |
Modus Advisors, LLC |
11 |
Ckw Financial Group |
11 |
Privium Fund Management (UK) Ltd |
11 |
Migdal Insurance & Financial Holdings Ltd. |
11 |
EPDPX - Investment Managers Series Trust - EuroPac International Dividend Income Fund Class A |
11 |
RPg Family Wealth Advisory, LLC |
11 |
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
11 |
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
11 |
Element Capital Management Llc |
11 |
High Note Wealth, LLC |
11 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
11 |
DBLLX - DoubleLine Funds Trust - DoubleLine Low Duration Emerging Markets Fixed Income Fund Class I |
11 |
Simmons Bank |
11 |
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
11 |
Underlying Funds Trust |
11 |
Claymore Exchange-traded Fund Trust 2 |
11 |
Tradewinds Global Investors, LLC |
11 |
Manning & Napier Group, LLC |
11 |
PDS Planning, Inc |
11 |
Planning Capital Management Corp |
11 |
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
11 |
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF |
11 |
Atlantic Union Bankshares Corp |
11 |
Legacy Investment Solutions, LLC |
11 |
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
11 |
Evermay Wealth Management Llc |
11 |
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
11 |
Wells Fargo Multi-sector Income Fund |
11 |
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S |
11 |
ARGI Investment Services, LLC |
11 |
Capital CS Group, LLC |
11 |
Yorktown Management & Research Co Inc |
11 |
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
11 |
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
11 |
Syon Capital Llc |
11 |
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
11 |
Saiers Capital, LLC |
11 |
Envestnet Portfolio Solutions, Inc. |
11 |
Old Second National Bank Of Aurora |
11 |
Bellwether Advisors, LLC |
11 |
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A |
11 |
Castle Wealth Management Llc |
11 |
Janney Capital Management LLC |
11 |
Strategy Asset Managers Llc |
11 |
Quinn Opportunity Partners LLC |
11 |
HC Advisors, LLC |
11 |
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF |
11 |
MRP Capital Investments, LLC |
11 |
Kornitzer Capital Management Inc /ks |
11 |
Tejara Capital Ltd |
11 |
Capital Innovations LLC |
11 |
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
11 |
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
11 |
Lsv Asset Management |
11 |
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES |
11 |
Legacy Wealth Managment, LLC/ID |
11 |
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
11 |
JNL SERIES TRUST - JNL Bond Index Fund (I) |
11 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
11 |
Thomas White International Ltd |
11 |
Girard Partners Ltd. |
11 |
Avidian Wealth Solutions, LLC |
11 |
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
11 |
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
11 |
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
11 |
Merewether Investment Management, LP |
11 |
Cerebellum GP, LLC |
11 |
Gabelli Equity Series Funds Inc |
11 |
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
11 |
Winton Diversified Opportunities Fund |
11 |
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund |
11 |
Sivia Capital Partners, LLC |
11 |
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
11 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
11 |
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A |
11 |
Woodward Diversified Capital, Llc |
11 |
EMCIX - Ashmore Funds - Ashmore Emerging Markets Corporate Income Fund INSTITUTIONAL CLASS SHARES |
11 |
Fuller & Thaler Asset Management, Inc. |
11 |
Glg Llc |
11 |
SPROTT FUNDS TRUST - Sprott Junior Copper Miners ETF |
11 |
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class |
11 |
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
11 |
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF |
11 |
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A |
11 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
11 |
Danda Trouve Investment Management, Inc. |
11 |
Legacy Capital Group California, Inc. |
11 |
Edmond de Rothschild (Europe) |
11 |
Wilmington Trust Co |
11 |
Glenmede Investment Management, LP |
11 |
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF |
11 |
Pinnacle Bancorp, Inc. |
11 |
Linscomb & Williams, Inc. |
11 |
Column Capital Advisors, LLC |
11 |
Lenox Wealth Advisors, LLC |
11 |
New York Life Investment Management Llc |
11 |
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P |
11 |
VCAAX - VALIC Co I - Asset Allocation Fund |
11 |
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
11 |
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF |
11 |
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF |
11 |
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y |
11 |
IMCDX - Voya Separate Portfolios Trust - Voya Emerging Markets Corporate Debt Fund Class P |
11 |
Dogwood Wealth Management LLC |
11 |
Lansdowne Partners (uk) Llp |
11 |
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M |
11 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
11 |
Deltec Asset Management Llc |
11 |
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
11 |
Samalin Investment Counsel, LLC |
11 |
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF |
11 |
Financial Enhancement Group LLC |
11 |
Ascent Group, LLC |
11 |
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional |
11 |
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
11 |
VCGEX - VALIC Co I - Emerging Economies Fund |
11 |
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
11 |
Prospector Partners Llc |
11 |
Evanson Asset Management, LLC |
11 |
Kestra Investment Management, LLC |
11 |
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
11 |
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
11 |
Portfolio Strategies, Inc. |
11 |
Bay Harbor Wealth Management, LLC |
11 |
Ativo Capital Management LLC |
11 |
WAADX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - WESTERN ASSET SMASh SERIES CORE COMPLETION FUND SMASh SERIES CORE COMPLETION FUND |
11 |
Rafferty Asset Management, LLC |
11 |
Samson Rock Capital LLP |
11 |
Icon Advisers Inc/co |
11 |
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
11 |
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
11 |
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
11 |
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund |
11 |
SOL Capital Management CO |
11 |
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund |
10 |
Chevy Chase Trust Holdings, Inc. |
10 |
Abc Arbitrage Sa |
10 |
B. Metzler seel. Sohn & Co. AG |
10 |
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
10 |
Ten Capital Wealth Advisors, LLC |
10 |
Delos Wealth Advisors, LLC |
10 |
Thomist Capital Management, LP |
10 |
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
10 |
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
10 |
PointState Capital LP |
10 |
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
10 |
Gabelli Equity Trust Inc |
10 |
Wrapmanager Inc |
10 |
LaSalle St. Investment Advisors, LLC |
10 |
Chiron Capital Management, Llc |
10 |
Dividend & Income Fund |
10 |
Chiron Investment Management, LLC |
10 |
Allstate Corp |
10 |
Royce Global Value Trust, Inc. |
10 |
Medici Capital Llc |
10 |
First PREMIER Bank |
10 |
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares |
10 |
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
10 |
Cahill Financial Advisors Inc |
10 |
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
10 |
Mudita Advisors LLP |
10 |
Partnervest Advisory Services LLC |
10 |
DEDAX - DELAWARE GROUP GOVERNMENT FUND - Delaware Emerging Markets Debt Fund Class A |
10 |
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
10 |
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
10 |
Kozak & Associates, Inc. |
10 |
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
10 |
GRZZ - Listed Funds Trust - Grizzle Growth ETF |
10 |
B & T Capital Management DBA Alpha Capital Management |
10 |
Financial Advisors Network, Inc. |
10 |
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
10 |
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
10 |
Register Financial Advisors LLC |
10 |
Clarius Group, LLC |
10 |
USA Financial Portformulas Corp |
10 |
Arbiter Partners Capital Management LLC |
10 |
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF |
10 |
Fort Point Capital Partners LLC |
10 |
Trust Department Mb Financial Bank N A |
10 |
One Capital Management, LLC |
10 |
McGlone Suttner Wealth Management, Inc. |
10 |
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
10 |
TCTC Holdings, LLC |
10 |
Denali Advisors Llc |
10 |
ACG Wealth |
10 |
American Funds Insurance Series |
10 |
Northwestern Mutual Investment Management Company, Llc |
10 |
LGT Financial Advisors LLC |
10 |
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund |
10 |
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A |
10 |
Beacon Financial Group |
10 |
Activest Wealth Management |
10 |
DLS Capital Management, LLC |
10 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 |
10 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
10 |
Sumit Capital, Llc |
10 |
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
10 |
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
10 |
Falcon Edge Capital, LP |
10 |
Mach-1 Financial Group, Inc. |
10 |
Credit Industriel Et Commercial |
10 |
Fwl Investment Management, Llc |
10 |
Johnson Midwest Financial, LLC |
10 |
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
10 |
Raiffeisen Bank International AG |
10 |
Cobalt Capital Management, Inc. |
10 |
Allred Capital Management, LLC |
10 |
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A |
10 |
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
10 |
Evolution Wealth Advisors, LLC |
10 |
Cardinal Capital Management, Inc. |
10 |
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class |
10 |
Trust Co |
10 |
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
10 |
Caxton Associates Llp |
10 |
Burt Wealth Advisors |
10 |
PGIM Short Duration High Yield Opportunities Fund |
10 |
Weaver Consulting Group |
10 |
VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares |
10 |
Horizon Investments, LLC |
10 |
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
10 |
Delta Investment Management, LLC |
10 |
ZCAN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Canada ETF |
10 |
Robotti Robert |
10 |
TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class |
10 |
Scout Investments, Inc. |
10 |
Boston Private Bank & Trust Co |
10 |
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A |
10 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
10 |
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I |
10 |
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
10 |
Rakuten Securities, Inc. |
10 |
Investment Centers Of America Inc |
10 |
Penn Mutual Asset Management, LLC |
10 |
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF |
10 |
SPX Equities Gestao de Recursos Ltda |
10 |
Jackson, Grant Investment Advisers, Inc. |
10 |
Securian Funds Trust - SFT International Bond Fund Class 2 |
10 |
Turim 21 Investimentos Ltda. |
10 |
Beck Mack & Oliver Llc |
10 |
IWIN - Amplify ETF Trust - Amplify Inflation Fighter ETF |
10 |
Texas Yale Capital Corp. |
10 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund |
10 |
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
10 |
Net Worth Advisory Group |
10 |
Moody Lynn & Lieberson, Llc |
10 |
Kowal Investment Group, LLC |
10 |
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
10 |
Pineridge Advisors LLC |
10 |
Sanders Morris Harris Llc |
10 |
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF |
10 |
DAACX - Adviser Managed Trust - Diversified Equity Fund |
10 |
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
10 |
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF |
10 |
Mangrove Partners |
10 |
Ion Asset Management Ltd. |
10 |
Ada Investment Management, LP |
10 |
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
10 |
Teton Westwood Funds |
10 |
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
10 |
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB |
10 |
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares |
10 |
Klein Pavlis & Peasley Financial, Inc. |
10 |
Platte River Capital LLC |
10 |
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
10 |
Daiwa Capital Markets America Inc. |
10 |
Cobiz Investment Management, Llc |
10 |
Thornburg Investment Management Inc |
10 |
Jnl Series Trust - Jnl/doubleline Emerging Markets Fixed Income Fund (a) |
10 |
Yakira Capital Management, Inc. |
10 |
Piedmont Investment Advisors Llc |
10 |
Janus Capital Management Llc |
10 |
Contrarius Investment Management Ltd |
10 |
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
10 |
Voya Global Advantage & Premium Opportunity Fund |
10 |
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
10 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio |
10 |
Clear Creek Financial Management, LLC |
10 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
10 |
NWAIX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow International Small Cap Fund Class A |
10 |
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
10 |
Nvwm, Llc |
10 |
Altfest L J & Co Inc |
10 |
Masters Capital Management Llc |
10 |
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class |
10 |
Greystone Managed Investments Inc. |
10 |
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class |
10 |
Schwartz Investment Counsel Inc |
10 |
AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A |
10 |
Capital Investment Advisors, LLC |
10 |
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class |
10 |
EWC - iShares, Inc. - iShares MSCI Canada ETF |
10 |
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF |
10 |
Premia Global Advisors, Llc |
10 |
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF |
10 |
Geneva Partners, LLC |
10 |
Whitnell & Co. |
10 |
Bollard Group LLC |
10 |
MANA Advisors LLC |
10 |
IMA Wealth, Inc. |
10 |
One + One Wealth Management, Llc |
10 |
Rock Point Advisors, LLC |
10 |
IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares |
10 |
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II |
10 |
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A |
10 |
Ibex Investors LLC |
10 |
Grand Central Investment Group |
10 |
Ikos Cif Ltd |
10 |
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A |
10 |
Keel Point, LLC |
10 |
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
10 |
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
10 |
JGP Global Gestao de Recursos Ltda. |
10 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
10 |
Fiduciary Family Office, Llc |
10 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
10 |
Sutton Wealth Advisors Inc. |
10 |
Polunin Capital Partners Ltd |
10 |
Norden Group Llc |
10 |
Coe Capital Management, LLC |
10 |
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
10 |
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares |
10 |
Opal Wealth Advisors, LLC |
10 |
Connective Capital Management, LLC |
10 |
Atlantic Trust, LLC |
10 |
Cobblestone Capital Advisors Llc /ny/ |
10 |
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
10 |
Governors Lane LP |
10 |
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
10 |
Capital Wealth Alliance, LLC |
10 |
Brookfield Real Assets Income Fund Inc. |
10 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
10 |
Eaton Vance Senior Income Trust |
10 |
Robeco Institutional Asset Management B.V. |
10 |
Elequin Capital Lp |
10 |
City Of London Investment Management Co Ltd |
10 |
State of Alaska, Department of Revenue |
10 |
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A |
10 |
Delta Lloyd Nv |
10 |
EPIVX - Investment Managers Series Trust - EuroPac International Value Fund Class A |
10 |
Dauntless Investment Group, LLC |
10 |
Sterling Investment Advisors, Ltd. |
10 |
Heritage Wealth Advisors |
10 |
Fairfield, Bush & Co. |
10 |
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
10 |
Steelhead Partners Llc |
10 |
M&g Investment Management Ltd |
10 |
Brown, Lisle/cummings, Inc. |
10 |
MARSHALL WACE ASIA Ltd |
10 |
Adirondack Trust Co |
10 |
SHLMX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Local Markets Fund Class I |
10 |
Doubleline Income Solutions Fund |
10 |
Global Wealth Management Investment Advisory, Inc. |
10 |
Pembroke Management, LTD |
10 |
Amalgamated Financial Corp. |
10 |
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares |
10 |
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund |
10 |
Capital International Ltd /ca/ |
10 |
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class |
10 |
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
10 |
Advisors Preferred, LLC |
10 |
Diversify Wealth Management, Llc |
10 |
Marietta Investment Partners Llc |
10 |
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
10 |
Carrhae Capital LLP |
10 |
AllSquare Wealth Management LLC |
10 |
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
10 |
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
10 |
TEDNX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Debt Fund Institutional Class |
10 |
Fairscale Capital, LLC |
10 |
Alpine Woods Capital Investors, Llc |
10 |
Tevis Investment Management |
10 |
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
10 |
VCSMX - VALIC Co I - Small Cap Fund |
10 |
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV |
10 |
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
10 |
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV |
10 |
Rs Investment Management Co Llc |
10 |
BLACKROCK FUNDS - BlackRock Emerging Markets ex-China Fund Investor A |
10 |
Private Wealth Management Group, LLC |
10 |
Hancock Whitney Corp |
10 |
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
10 |
Interchange Capital Partners, LLC |
10 |
Penbrook Management LLC |
10 |
Atlantic Edge Private Wealth Management, LLC |
10 |
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
10 |
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
10 |
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB |
10 |
Cullen Capital Management, LLC |
10 |
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
10 |
Fort Washington Investment Advisors Inc /oh/ |
10 |
TIG Advisors, LLC |
10 |
Texas Permanent School Fund |
10 |
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares |
10 |
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A |
10 |
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
10 |
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
10 |
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares |
10 |
Wahed Invest LLC |
10 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
10 |
Harfst & Associates, Inc. |
10 |
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
10 |
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio |
10 |
WWJD - Northern Lights Fund Trust IV - Inspire International ESG ETF |
10 |
DBLEX - DoubleLine Funds Trust - DoubleLine Emerging Markets Fixed Income Fund Class I |
10 |
Wedmont Private Capital |
10 |
Ibex Wealth Advisors |
10 |
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I |
10 |
Koch Industries Inc |
10 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares |
10 |
Anchor Capital Advisors Llc |
10 |
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF |
10 |
Pioneer Diversified High Income Trust |
10 |
American Independence Funds Trust |
10 |
L1 Capital Pty Ltd |
10 |
Imprint Wealth LLC |
10 |
Camarda Financial Advisors, LLC |
10 |
Lakeview Capital Partners, LLC |
10 |
Aberdeen Global Income Fund Inc |
10 |
Windsor Capital Management, LLC |
10 |
Rockbridge Investment Management, LCC |
10 |
Gladstone Institutional Advisory LLC |
10 |
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
10 |
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N |
10 |
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
10 |
Carmel Capital Partners, LLC |
10 |
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
10 |
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
10 |
Rs Investment Trust |
10 |
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
10 |
Neuburgh Advisers LLC |
10 |
RMB Capital Management, LLC |
10 |
Robertson Stephens Wealth Management, LLC |
10 |
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
10 |
Index Management Solutions, LLC |
10 |
Moloney Securities Asset Management, LLC |
10 |
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio |
10 |
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
10 |
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares |
10 |
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
10 |
Alexandria Capital, LLC |
10 |
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
10 |
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class |
10 |
Stancorp Investment Advisers Inc |
10 |
Skylands Capital, LLC |
10 |
American Research & Management Co. |
10 |
Municipal Employees' Retirement System of Michigan |
10 |
New York State Teachers Retirement System |
10 |
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
10 |
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
10 |
Leavell Investment Management, Inc. |
10 |
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A |
10 |
Marathon Capital Management |
10 |
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF |
10 |
Harvest Management Llc |
10 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
10 |
Sprott Funds Trust - Sprott Uranium Miners Etf |
10 |
Fourth Sail Capital LP |
10 |
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
10 |
Cheyne Capital Management (UK) LLP |
10 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
9 |
Aberdeen Asset Management Plc/uk |
9 |
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
9 |
Hazlett, Burt & Watson, Inc. |
9 |
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF |
9 |
Rocky Mountain Advisers, Llc |
9 |
Financial Perspectives, Inc |
9 |
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A |
9 |
OneAscent Financial Services LLC |
9 |
Knights of Columbus Asset Advisors LLC |
9 |
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
9 |
Silverback Asset Management Llc |
9 |
PEBIX - PIMCO FUNDS - PIMCO Emerging Markets Bond Fund Institutional |
9 |
DiNuzzo Private Wealth, Inc. |
9 |
Hunter Associates Investment Management Llc |
9 |
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class |
9 |
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
9 |
Voya Emerging Markets High Dividend Equity Fund |
9 |
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
9 |
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares |
9 |
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C |
9 |
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
9 |
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
9 |
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares |
9 |
Praetorian PR LLC |
9 |
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
9 |
DEHP - Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF |
9 |
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
9 |
Hanson & Doremus Investment Management |
9 |
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
9 |
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
9 |
Mount Lucas Management LP |
9 |
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L |
9 |
HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A |
9 |
CVAR - ETF Opportunities Trust - Cultivar ETF |
9 |
Scholtz & Company, Llc |
9 |
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
9 |
BNE - ETF Series Solutions - Blue Horizon BNE ETF |
9 |
Stonehage Fleming (uk) Ltd |
9 |
Arlington Partners LLC |
9 |
YHB Investment Advisors, Inc. |
9 |
John Hancock Income Securities Trust |
9 |
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
9 |
Worldquant Millennium Advisors Llc |
9 |
ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
9 |
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
9 |
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
9 |
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF |
9 |
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
9 |
Stonegate Investment Group, LLC |
9 |
Avalon Advisors, Llc |
9 |
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio |
9 |
Atticus Wealth Management, Llc |
9 |
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
9 |
Mid Atlantic Financial Management Inc/adv |
9 |
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
9 |
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
9 |
ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
9 |
BlackRock Multi-Sector Opportunities Trust II |
9 |
New Millennium Group LLC |
9 |
Wealth Alliance |
9 |
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
9 |
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A |
9 |
Falcon Point Capital, Llc |
9 |
Portolan Capital Management, LLC |
9 |
BlackRock Credit Strategies Fund |
9 |
Quest Capital Management Inc /adv |
9 |
Resources Management Corp /ct/ /adv |
9 |
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class |
9 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
9 |
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
9 |
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class |
9 |
Waterton Global Resource Management, Inc. |
9 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
9 |
RPAR - Tidal ETF Trust - RPAR Risk Parity ETF |
9 |
Wetzel Investment Advisors, Inc. |
9 |
Highland Capital Management Fund Advisors, L.p. |
9 |
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
9 |
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF |
9 |
Pittenger & Anderson Inc |
9 |
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A |
9 |
Deuterium Capital Management, LLC |
9 |
Confluence Wealth Services, Inc. |
9 |
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
9 |
Bank of New Hampshire |
9 |
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 |
9 |
Kingfisher Capital LLC |
9 |
Platinum Investment Management Ltd |
9 |
ASR Vermogensbeheer N.V. |
9 |
DnB Asset Management AS |
9 |
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares |
9 |
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L |
9 |
Eudora Funds |
9 |
CSat Investment Advisory, L.P. |
9 |
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P |
9 |
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
9 |
First Quadrant L P/ca |
9 |
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y |
9 |
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A |
9 |
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
9 |
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF |
9 |
AJOVista, LLC |
9 |
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
9 |
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
9 |
Teamwork Financial Advisors, LLC |
9 |
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
9 |
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
9 |
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI |
9 |
Crystalline Management Inc. |
9 |
Fs Multi-alternative Income Fund |
9 |
Third Avenue Management Llc |
9 |
SPROTT FUNDS TRUST - Sprott Junior Uranium Miners ETF |
9 |
Telemus Capital, Llc |
9 |
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A |
9 |
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF |
9 |
Vivaldi Asset Management, LLC |
9 |
NorthRock Partners, LLC |
9 |
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
9 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
9 |
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class |
9 |
MTM Investment Management, LLC |
9 |
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares |
9 |
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
9 |
Frontier Capital Management Co Llc |
9 |
Wsfs Capital Management, Llc |
9 |
XME - SPDR SERIES TRUST - SPDR(R) S&P(R) Metals & Mining ETF |
9 |
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional |
9 |
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
9 |
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
9 |
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
9 |
New England Asset Management Inc |
9 |
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 |
9 |
Peconic Partners Llc |
9 |
Ramsey Quantitative Systems |
9 |
Baron Wealth Management LLC |
9 |
Ilmarinen Mutual Pension Insurance Co |
9 |
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund |
9 |
Clough Capital Partners L P |
9 |
Inscription Capital, LLC |
9 |
FIDELITY HANOVER STREET TRUST - Fidelity Emerging Markets Debt Central Fund |
9 |
Paragon Associates & Paragon Associates Ii Joint Venture |
9 |
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) |
9 |
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
9 |
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. |
9 |
Almanack Investment Partners, LLC. |
9 |
Kessler Investment Group, LLC |
9 |
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
9 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y |
9 |
SEPIX - SARATOGA ADVANTAGE TRUST - Energy & Basic Materials Portfolio Energy & Basic Materials Class I |
9 |
Integrated Quantitative Investments LLC |
9 |
Autumn Glory Partners, LLC |
9 |
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF |
9 |
MADDEN SECURITIES Corp |
9 |
Great Diamond Partners, LLC |
9 |
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
9 |
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF |
9 |
Black Maple Capital Management LP |
9 |
Sagefield Capital LP |
9 |
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
9 |
DKRB - Series Portfolios Trust - Subversive Decarbonization ETF |
9 |
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc. |
9 |
CastleKnight Management LP |
9 |
Allianzgi Equity & Convertible Income Fund |
9 |
Griffin Asset Management, Inc. |
9 |
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
9 |
MJT & Associates Financial Advisory Group, Inc. |
9 |
Strategic Asset Management, LLC |
9 |
Mufg Securities (canada), Ltd. |
9 |
Pinnacle Wealth Management Group, Inc. |
9 |
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund |
9 |
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. |
9 |
Iron Horse Wealth Management, LLC |
9 |
FIDELITY HANOVER STREET TRUST - Fidelity Emerging Markets Debt Local Currency Central Fund |
9 |
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
9 |
Flaharty Asset Management, LLC |
9 |
Bamco Inc /ny/ |
9 |
Rockefeller Financial Services Inc |
9 |
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
9 |
Perfromance Wealth Partners, LLC |
9 |
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A |
9 |
Mission Wealth Management, Lp |
9 |
Globeflex Capital L P |
9 |
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF |
9 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y |
9 |
Congress Wealth Management LLC / DE / |
9 |
ICONIQ Capital, LLC |
9 |
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
9 |
St. James Investment Company, LLC |
9 |
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class |
9 |
LCOAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge International Small Cap Fund Class A |
9 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Emerging Markets Local Debt Fund Class R6 |
9 |
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
9 |
First Capital Advisors Group, LLC. |
9 |
Madison Asset Management, LLC |
9 |
Detwiler Fenton Investment Management LLC |
9 |
Thomas J. Herzfeld Advisors, Inc. |
9 |
Scheer, Rowlett & Associates Investment Management Ltd. |
9 |
Cutler Capital Management, LLC |
9 |
Franklin Universal Trust |
9 |
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A |
9 |
Pullen Investment Management, LLC |
9 |
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
9 |
UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF |
9 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
9 |
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional |
9 |
PPM Funds - PPM High Yield Core Fund (Inst) |
9 |
Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
9 |
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class |
9 |
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV |
9 |
EMTL - SSGA Active Trust - SPDR DoubleLine Emerging Markets Fixed Income ETF |
9 |
ArrowMark Colorado Holdings LLC |
9 |
Context Capital Management, LLC |
9 |
Eaton Vance Floating-rate Income Trust |
9 |
Hedges Asset Management LLC |
9 |
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A |
9 |
SNS Financial Group, LLC |
9 |
Atlas Private Wealth Management |
9 |
B. Metzler seel. Sohn & Co. Holding AG |
9 |
Formula Growth Ltd |
9 |
Coastal Capital Group, Inc. |
9 |
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class |
9 |
Tdam Usa Inc. |
9 |
JIHDX - John Hancock Funds II - High Yield Fund Class 1 |
9 |
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A |
9 |
Safeguard Investment Advisory Group, LLC |
9 |
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 |
9 |
Vestpro Financial Partners, Inc. Dba Cpf Texas |
9 |
Baltimore-Washington Financial Advisors, Inc. |
9 |
Tennessee Valley Asset Management Partners |
9 |
Spectrum Wealth Counsel, LLC |
9 |
Gateway Investment Advisers Llc |
9 |
Foster Dykema Cabot & Partners, Llc |
9 |
SkyView Investment Advisors, LLC |
9 |
Wealth High Governance Capital Ltda |
9 |
Amplify ETF Trust - Amplify Natural Resources Dividend Income ETF |
9 |
GOFIX - GMO TRUST - GMO Resources Fund Class III |
9 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
9 |
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
9 |
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF |
9 |
Arrowgrass Capital Partners (us) Lp |
9 |
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
9 |
VIDI - ETF Series Solutions - Vident International Equity Fund |
9 |
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N |
9 |
Savior LLC |
9 |
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF |
9 |
Adams Asset Advisors, LLC |
9 |
IPOYX - IVY FUNDS - Ivy Emerging Markets Equity Fund Class Y |
9 |
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund |
9 |
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF |
9 |
PACEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Corporate Bond Fund -Advisor Class |
9 |
Laurel Wealth Advisors, Inc. |
9 |
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund |
9 |
Dividend Asset Capital, Llc |
9 |
Majedie Asset Management Ltd |
9 |
Capital Management Associates /ny/ |
9 |
LMYIX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global High Yield Fund Class I |
9 |
Studio Investment Management Llc |
9 |
Crescent Grove Advisors, LLC |
9 |
Lester Murray Antman dba SimplyRich |
9 |
Anchorage Capital Group, L.L.C. |
9 |
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 |
9 |
CM Management, LLC |
9 |
AMF Pensionsforsakring AB |
9 |
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged |
9 |
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
9 |
Quaker Capital Management Corp |
9 |
National Pension Service |
9 |
POM Investment Strategies, LLC |
9 |
Lake Street Advisors Group, Llc |
9 |
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
9 |
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class |
9 |
Advanced Series Trust - Ast International Growth Portfolio |
9 |
Ramirez Asset Management, Inc. |
9 |
Kingdon Capital Management, L.l.c. |
9 |
Estabrook Capital Management |
9 |
Capital Markets Trading UK LLP |
9 |
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
9 |
DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A |
9 |
Intellectus Partners, LLC |
9 |
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
9 |
Gold Investment Management Ltd. |
9 |
Letko, Brosseau & Associates Inc |
9 |
PYELX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Local Bond Fund (Investor Class) |
9 |
Quattro Financial Advisors Llc |
9 |
Generali Asset Management SPA SGR |
9 |
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
9 |
Brasada Capital Management, Lp |
9 |
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
9 |
Resurgent Financial Advisors LLC |
9 |
Louisiana State Employees Retirement System |
9 |
MML Series Investment Fund II - MML High Yield Fund Class II |
9 |
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
9 |
Game Creek Capital, LP |
9 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
9 |
Schonfeld Group Holdings LLC |
9 |
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
9 |
Epoch Investment Partners, Inc. |
9 |
Sit Investment Associates Inc |
9 |
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
9 |
Gamble Jones Investment Counsel |
9 |
TruNorth Capital Management, LLC |
9 |
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
9 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I |
9 |
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A |
9 |
Delaware Investments Dividend & Income Fund, Inc |
9 |
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF |
9 |
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
9 |
PIE - Invesco Exchange-Traded Fund Trust II - Invesco DWA Emerging Markets Momentum ETF |
9 |
Kcg Americas Llc |
9 |
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF |
9 |
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 |
9 |
Ironwood Financial, llc |
9 |
E&G Advisors, LP |
9 |
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
9 |
Gierl Augustine Investment Management Inc |
9 |
SECOR Capital Advisors, LP |
9 |
Exor Capital LLP |
9 |
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
9 |
Eaton Vance Senior Floating Rate Trust |
9 |
Albion Financial Group /ut |
9 |
Midwest Trust Co |
9 |
Sachetta, LLC |
9 |
FSC Wealth Advisors, LLC |
9 |
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio |
9 |
Fortem Financial Group, Llc |
9 |
Hl Financial Services Llc |
9 |
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class |
9 |
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C |
9 |
World Equity Group, Inc. |
9 |
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) |
9 |
Stuart Chaussee & Associates, Inc. |
9 |
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
9 |
CMT Asset Management Ltd |
9 |
Wealth Alliance Advisory Group, LLC |
9 |
Southland Equity Partners LLC |
9 |
AFK - VanEck Vectors ETF Trust - VanEck Vectors Africa Index ETF |
9 |
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I |
9 |
Oak Family Advisors, Llc |
9 |
Prentiss Smith & Co Inc |
9 |
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares |
9 |
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
9 |
Vivaldi Capital Management, LLC |
9 |
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I |
9 |
Global Opportunities Portfolio - Global Opportunities Portfolio |
9 |
TSP Capital Management Group, LLC |
9 |
Signature Resources Capital Management, LLC |
9 |
Carnegie Capital Asset Management, LLC |
9 |
Jamison Private Wealth Management, Inc. |
9 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
9 |
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF |
9 |
AlphaQ Advisors LLC |
8 |
Uniplan Investment Counsel, Inc. |
8 |
MEAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Fixed Income Opportunities Portfolio Class I |
8 |
Cookson Peirce & Co Inc |
8 |
Blackstone / Gso Long-short Credit Income Fund |
8 |
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I |
8 |
Cannon Global Investment Management, LLC |
8 |
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
8 |
Sprott Eric |
8 |
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB |
8 |
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
8 |
Arcadia Investment Management Corp/mi |
8 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
8 |
Bulltick Wealth Management, LLC |
8 |
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
8 |
Kopernik Global All-Cap Fund, LP |
8 |
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 |
8 |
Yellowstone Partners, LLC |
8 |
Choate Investment Advisors |
8 |
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
8 |
RSNRX - VICTORY PORTFOLIOS - Victory Global Natural Resources Fund Class A |
8 |
Birchbrook, Inc. |
8 |
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares |
8 |
Quaker Wealth Management, LLC |
8 |
Steel Peak Wealth Management LLC |
8 |
Loeb King Trust |
8 |
Global Wealth Strategies & Associates |
8 |
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
8 |
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
8 |
nVerses Capital, LLC |
8 |
Farallon Capital Management Llc |
8 |
Voya Prime Rate Trust |
8 |
Bridgewater Advisors Inc. |
8 |
Calamos Wealth Management LLC |
8 |
Wilmington Trust, National Association |
8 |
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares |
8 |
Intrepid Capital Management Inc |
8 |
Stone Toro Investment Advisers, LP |
8 |
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
8 |
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
8 |
Wilmington Funds Management Corp |
8 |
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
8 |
Ipswich Investment Management Co., Inc. |
8 |
Abel Hall, LLC |
8 |
ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF |
8 |
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF |
8 |
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares |
8 |
Delek Group, Ltd. |
8 |
Ashmore Group plc |
8 |
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF |
8 |
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF |
8 |
Leisure Capital Management |
8 |
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF |
8 |
JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A) |
8 |
1492 Capital Management LLC |
8 |
JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
8 |
PIMCO FUNDS - PIMCO Sector Fund Series - I |
8 |
Sandhill Capital Partners LLC |
8 |
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
8 |
Key Group Holdings (cayman), Ltd. |
8 |
Barrow Hanley Mewhinney & Strauss Llc |
8 |
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
8 |
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund |
8 |
NOFIX - Northern Funds - Northern Fixed Income Fund |
8 |
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF |
8 |
Putnam High Income Securities Fund |
8 |
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P |
8 |
Sloane Robinson LLP |
8 |
Stone Ridge Asset Management LLC |
8 |
Braeside Investments, LLC |
8 |
Chicago Equity Partners Llc |
8 |
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y |
8 |
APDOX - ARTISAN PARTNERS FUNDS INC - Artisan Emerging Markets Debt Opportunities Fund Advisor Shares |
8 |
John Hancock Funds II - Asia Pacific Total Return Bond Fund Class NAV |
8 |
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund |
8 |
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
8 |
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
8 |
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
8 |
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A |
8 |
Douglass Winthrop Advisors, LLC |
8 |
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA |
8 |
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
8 |
Advanced Series Trust - Ast Templeton Global Bond Portfolio |
8 |
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
8 |
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
8 |
Intrust Bank Na |
8 |
ADVANCED SERIES TRUST - AST Western Asset Emerging Markets Debt Portfolio |
8 |
Lynx Investment Advisory |
8 |
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
8 |
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
8 |
Herndon Capital Management Llc |
8 |
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
8 |
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
8 |
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I |
8 |
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
8 |
Principia Wealth Advisory, LLC |
8 |
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
8 |
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
8 |
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
8 |
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
8 |
Wealthspring Capital LLC |
8 |
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF |
8 |
FEMGX - TEMPLETON INCOME TRUST - Templeton Emerging Markets Bond Fund Class A |
8 |
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund |
8 |
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
8 |
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV |
8 |
Well Done, LLC |
8 |
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I |
8 |
P Schoenfeld Asset Management Lp |
8 |
Symmetry Investments LP |
8 |
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF |
8 |
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class |
8 |
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A |
8 |
FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES |
8 |
PFUEX - PRINCIPAL FUNDS INC - Finisterre Unconstrained Emerging Markets Bond Fund Class A |
8 |
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares |
8 |
Snow Capital Management Lp |
8 |
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A |
8 |
Core Bond Portfolio - Core Bond Portfolio |
8 |
Brewin Dolphin Wealth Management Ltd |
8 |
Hellman Jordan Management Co Inc /ma/ |
8 |
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
8 |
Stapp Wealth Management, Pllc |
8 |
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A |
8 |
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A |
8 |
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
8 |
Cornerstone Investment Partners, LLC |
8 |
Capital Advisors Inc/ok |
8 |
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
8 |
DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A |
8 |
GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares |
8 |
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
8 |
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
8 |
Ws Management Lllp |
8 |
Mendota Financial Group, LLC |
8 |
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A |
8 |
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A |
8 |
Meteora Capital, LLC |
8 |
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A |
8 |
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund |
8 |
FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund |
8 |
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A |
8 |
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
8 |
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF |
8 |
IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF |
8 |
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A |
8 |
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A |
8 |
Brighthouse Funds Trust I - Brighthouse/Templeton International Bond Portfolio Class A |
8 |
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
8 |
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
8 |
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
8 |
Decade Renewable Partners Lp |
8 |
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A |
8 |
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
8 |
CGIC - Capital Group International Core Equity ETF - Capital Group International Core Equity ETF Share Class |
8 |
Bulldog Investors, LLP |
8 |
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund |
8 |
White Pine Capital Llc |
8 |
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund |
8 |
Maple Rock Capital Partners Inc. |
8 |
Washington Trust Advisors, Inc. |
8 |
Osterweis Capital Management Inc |
8 |
Canal Insurance CO |
8 |
Helikon Investments Ltd |
8 |
Gritstone Asset Management Llc |
8 |
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A |
8 |
Legacy Capital Partners, Inc. |
8 |
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares |
8 |
Gordian Capital Singapore Pte Ltd |
8 |
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
8 |
Duquesne Family Office LLC |
8 |
Ruggie Capital Group |
8 |
Ellsworth Advisors, LLC |
8 |
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
8 |
Azarias Capital Management, L.P. |
8 |
Sandia Investment Management LP |
8 |
Allegis Investment Advisors, LLC |
8 |
Advance Capital I Inc |
8 |
Congress Asset Management Co /ma |
8 |
DMAT - Global X Funds - Global X Disruptive Materials ETF |
8 |
Western Asset Emerging Markets Debt Fund Inc. |
8 |
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
8 |
Rothschild Asset Management Inc |
8 |
Western Pacific Wealth Management, LP |
8 |
Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
8 |
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF |
8 |
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A |
8 |
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class |
8 |
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
8 |
Davidson Kempner Capital Management Lp |
8 |
SYSTM Wealth Solutions LLC |
8 |
Private Advisory Group LLC |
8 |
Mascagni Wealth Management, Inc. |
8 |
Logan Capital Management Inc |
8 |
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class |
8 |
JT Stratford LLC |
8 |
Trust For Advisor Solutions |
8 |
Bruderman Asset Management, LLC |
8 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
8 |
Journey Advisory Group, LLC |
8 |
Indices-Pac Research Corp. |
8 |
Community Bank System, Inc. |
8 |
Park Place Capital Corp |
8 |
Stock Yards Bank & Trust Co |
8 |
Kilter Group LLC |
8 |
F&V Capital Management, LLC |
8 |
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares |
8 |
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
8 |
Kula Investments, LLC |
8 |
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
8 |
Pinnacle Holdings, LLC |
8 |
Avanza Fonder AB |
8 |
Castleark Management Llc |
8 |
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
8 |
SageView Advisory Group, LLC |
8 |
Ausbil Investment Management Ltd |
8 |
Sims Total Return Fund, Inc. |
8 |
WIREX - PFS FUNDS - Wireless Fund |
8 |
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
8 |
Sava Infond d.o.o. |
8 |
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI |
8 |
Webster Bank, N. A. |
8 |
Paces Ferry Wealth Advisors, Llc |
8 |
Compass Wealth Management LLC |
8 |
Wright Managed Equity Trust |
8 |
MNM - Direxion Shares ETF Trust - Direxion Daily Metal Miners Bull 2X Shares |
8 |
Credit Suisse Asset Management Income Fund Inc |
8 |
Eisler Capital (UK) Ltd. |
8 |
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class |
8 |
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
8 |
Smith Affiliated Capital Corp. |
8 |
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio |
8 |
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K |
8 |
Alpha Windward Llc |
8 |
GW&K Investment Management, LLC |
8 |
Virtus Global Multi-sector Income Fund |
8 |
Libra Advisors Llc |
8 |
BBVA USA Bancshares, Inc. |
8 |
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
8 |
Neville Rodie & Shaw Inc |
8 |
Fir Tree Capital Management Lp |
8 |
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares |
8 |
SWRLX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Equity Fund Class A |
8 |
1st Global Advisors, Inc. |
8 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
8 |
RVRB - ADVISORS SERIES TRUST - Reverb ETF |
8 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
8 |
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A |
8 |
FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
8 |
UMMA - Listed Funds Trust - Wahed Dow Jones Islamic World ETF |
8 |
EBI - RBB Fund Trust - Longview Advantage ETF |
8 |
FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund |
8 |
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
8 |
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
8 |
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I |
8 |
Global Macro Portfolio - Global Macro Portfolio |
8 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
8 |
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
8 |
AustralianSuper Pty Ltd |
8 |
Growth Fund Of America |
8 |
Winchester Group Inc. |
8 |
Eaton Vance Short Duration Diversified Income Fund |
8 |
Cai Capital Management, Inc. |
8 |
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
8 |
Holowesko Partners Ltd. |
8 |
Tokio Marine Asset Management Co Ltd |
8 |
Castle Hook Partners LP |
8 |
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF |
8 |
Icm Asset Management Inc/wa |
8 |
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class |
8 |
Options Solutions, Llc |
8 |
Intersect Capital LLC |
8 |
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
8 |
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares |
8 |
Flossbach Von Storch Ag |
8 |
Crawford Lake Capital Management, LLC |
8 |
Cladis Investment Advisory, LLC |
8 |
Worth Venture Partners, LLC |
8 |
New World Fund Inc |
8 |
Boyd Watterson Asset Management Llc/oh |
8 |
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
8 |
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
8 |
Sandler Capital Management |
8 |
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
8 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC |
8 |
Rivernorth Capital Management, Llc |
8 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I |
8 |
Alpine Total Dynamic Dividend Fund |
8 |
Lombard Odier & Cie (Bahamas) Ltd |
8 |
Alpine Global Dynamic Dividend Fund |
8 |
New Perspective Fund |
8 |
OTA Financial Group L.P. |
8 |
Credit Suisse High Yield Bond Fund |
8 |
Integrity Alliance, Llc. |
8 |
Robinson Value Management, Ltd. |
8 |
Lonestar Capital Management LLC |
8 |
Hughes Financial Services, LLC |
8 |
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
8 |
TradeLink Global Equity LLC |
8 |
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR |
8 |
Vermillion Asset Management LLC |
8 |
American Trust Investment Advisors, LLC |
8 |
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF |
8 |
YorkBridge Wealth Partners, LLC |
8 |
Altrinsic Global Advisors Llc |
8 |
CMT Capital Markets Trading GmbH |
8 |
Oppenheimer Global Strategic Income Fund |
8 |
Breton Hill Capital Ltd. |
8 |
Sierra Capital LLC |
8 |
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares |
8 |
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
8 |
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
8 |
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio |
8 |
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares |
8 |
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
8 |
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
8 |
New Century Advisors, LLC |
8 |
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund |
8 |
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
8 |
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
8 |
FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor |
8 |
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
8 |
Clear Sky Advisers, LLC |
8 |
Berry Street Capital Management LLP |
8 |
VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund |
8 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
8 |
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund |
8 |
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF |
8 |
Corbenic Partners LLC |
8 |
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
8 |
Sanctuary Wealth Management, L.L.C. |
8 |
Wildermuth Endowment Strategy Fund |
8 |
Tiaa Trust, National Association |
8 |
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class |
8 |
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A |
8 |
Binnacle Investments Inc |
8 |
Camelot Portfolios, LLC |
8 |
Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF |
8 |
Lebenthal Global Advisors, LLC |
8 |
Honig Barry C |
8 |
Santori & Peters, Inc. |
8 |
Annis Gardner Whiting Capital Advisors, LLC |
8 |
Phoenix Investment Adviser LLC |
8 |
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
8 |
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I |
8 |
Centenus Global Management, Lp |
8 |
Connectus Wealth, LLC |
8 |
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
8 |
GBTFX - US GLOBAL INVESTORS FUNDS - All American Equity Fund |
8 |
Providence Capital Advisors, LLC |
8 |
Thompson Investment Management, Inc. |
8 |
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF |
8 |
G&S Capital LLC |
8 |
First Command Advisory Services, Inc. |
8 |
Intercontinental Wealth Advisors, LLC |
8 |
Orion Resource Partners (usa) Lp |
8 |
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund |
8 |
McMahon Financial Advisors, LLC |
8 |
Americafirst Capital Management, Llc |
8 |
CNB Bank |
8 |
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF |
8 |
Capital Bank & Trust Co |
8 |
Marino, Stram & Associates Llc |
8 |
Centerpoint Advisors, LLC |
8 |
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity |
8 |
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
8 |
TT International Asset Management LTD |
8 |
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 |
8 |
Glg Inc. |
8 |
Shufro Rose & Co Llc |
8 |
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
8 |
Quad-Cities Investment Group, LLC |
8 |
Ashler Capital Llc |
8 |
Altium Wealth Management LLC |
8 |
Nicola Wealth Management Ltd. |
8 |
Blackstone / Gso Strategic Credit Fund |
8 |
VPVEMDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Emerging Markets Bond Portfolio Administrative |
8 |
Argentus Capital Management, LLC |
8 |
Foundations Investment Advisors, LLC |
8 |
Central Bank & Trust Co |
8 |
Calamos Long/Short Equity & Dynamic Income Trust |
8 |
Legacy Wealth Asset Management, LLC |
8 |
Legacy Advisors, LLC |
8 |
GAIGX - Gamco International Growth Fund, Inc - Gamco International Growth Fund, Inc Class A |
8 |
Meitav Dash Investments Ltd |
8 |
Arrowpoint Investment Partners (Singapore) Pte. Ltd. |
8 |
Sii Investments Inc/wi |
8 |
Red Cedar Investment Management, Llc |
8 |
AIA Investment Management Private Ltd |
8 |
Wakefield Asset Management LLLP |
8 |
Redhawk Wealth Advisors, Inc. |
8 |
Washington Capital Management Inc |
8 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 |
8 |
RMR Wealth Builders |
8 |
HFM Investment Advisors, LLC |
8 |
Alerus Financial Na |
8 |
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
8 |
Sawyer & Company, Inc |
8 |
Timelo Investment Management Inc. |
8 |
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard |
8 |
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard |
8 |
Paradigm Financial Partners, Llc |
8 |
AZMIX - Allianz Funds Multi-Strategy Trust - AllianzGI NFJ Emerging Markets Value Fund Institutional Class |
8 |
Lingohr & Partner Asset Management GmbH |
8 |
Transcend Wealth Collective, Llc |
8 |
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
8 |
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class |
8 |
Haafor (Singapore) Pte. Ltd. |
8 |
Laird Norton Trust Company, Llc |
8 |
Stamos Capital Partners, L.p. |
8 |
Neo Ivy Capital Management |
8 |
Seeyond |
8 |
Nicholas Hoffman & Company, LLC. |
8 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class |
8 |
Quaero Capital S.A. |
8 |
Rwc Asset Advisors (us) Llc |
8 |
Pensionmark Financial Group, Llc |
8 |
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
8 |
Xtx Markets Llc |
8 |
DeepCurrents Investment Group LLC |
8 |
Recurrent Investment Advisors LLC |
8 |
Allegheny Financial Group LTD |
8 |
VSR Financial Services, Inc. |
8 |
Western Wealth Management, LLC |
8 |
EPG Wealth Management LLC |
8 |
Bangor Savings Bank |
8 |
America First Investment Advisors, LLC |
8 |
Clarkston Capital Partners, LLC |
8 |
Terril Brothers, Inc. |
8 |
Foster Victor Wealth Advisors, LLC |
8 |
Fulcrum Equity Management |
8 |
Vermillion & White Wealth Management Group, LLC |
8 |
Mv Capital Management, Inc. |
8 |
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV |
8 |
Financial Network Wealth Advisors LLC |
8 |
FSEDX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Local Currency Fund |
8 |
Sage Rhino Capital Llc |
8 |
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares |
8 |
Lion Street Advisors, LLC |
8 |
Westerkirk Capital Inc. |
7 |
Doyle Wealth Management |
7 |
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares |
7 |
Beryl Capital Management LLC |
7 |
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
7 |
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund |
7 |
Deprince Race & Zollo Inc |
7 |
Illinois Municipal Retirement Fund |
7 |
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF |
7 |
Telluride Asset Management LLC |
7 |
Global Trust Asset Management, LLC |
7 |
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
7 |
Hartford Investment Management Co |
7 |
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
7 |
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB |
7 |
10-15 Associates, Inc. |
7 |
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund |
7 |
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
7 |
CIISX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Small Cap Fund Institutional Class |
7 |
Croft-leominster Inc |
7 |
Hutchin Hill Capital, LP |
7 |
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund |
7 |
Shine Investment Advisory Services Inc |
7 |
Man Investments Ltd |
7 |
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
7 |
NEOS Investment Management LLC |
7 |
NSGRX - Northern Funds - Northern Small Cap Core Fund |
7 |
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
7 |
Beck Capital Management, Llc |
7 |
Frank, Rimerman Advisors LLC |
7 |
AADR - AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF |
7 |
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A |
7 |
Treasurer of the State of North Carolina |
7 |
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
7 |
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares |
7 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
7 |
Signature Estate & Investment Advisors Llc |
7 |
Weil Company, Inc. |
7 |
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF |
7 |
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF |
7 |
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF |
7 |
IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class |
7 |
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF |
7 |
CCMG - EA Series Trust - CCM Global Equity ETF |
7 |
swisspartners Ltd. |
7 |
ShoreHaven Wealth Partners, LLC |
7 |
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
7 |
Alta Advisers Ltd |
7 |
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
7 |
Blackstone / Gso Senior Floating Rate Term Fund |
7 |
Point72 Europe (London) LLP |
7 |
Cohen Capital Management, Inc. |
7 |
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
7 |
Bracebridge Capital, LLC |
7 |
MML Series Investment Fund II - MML Equity Fund Initial Class |
7 |
Triad Wealth Partners, LLC |
7 |
Acorn Wealth Advisors, LLC |
7 |
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N |
7 |
HITE Hedge Asset Management LLC |
7 |
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
7 |
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A |
7 |
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
7 |
Pictet & Cie (Europe) SA |
7 |
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
7 |
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A |
7 |
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV |
7 |
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund |
7 |
Contrarian Capital Management, L.l.c. |
7 |
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
7 |
NATIONWIDE VARIABLE INSURANCE TRUST - Templeton NVIT International Value Fund Class I |
7 |
PENN SERIES FUNDS INC - Developed International Index Fund |
7 |
D.B. Root & Company, LLC |
7 |
ICVT - iSHARES TRUST - iShares Convertible Bond ETF |
7 |
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
7 |
John Hancock Investors Trust |
7 |
Westfield Capital Management Co Lp |
7 |
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
7 |
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) |
7 |
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I |
7 |
Fortress Investment Group LLC |
7 |
MONECO Advisors, LLC |
7 |
Green Square Capital Advisors Llc |
7 |
Jackson Square Capital, Llc |
7 |
XML Financial, LLC |
7 |
Diligent Investors, LLC |
7 |
Bridgecreek Investment Management, LLC |
7 |
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares |
7 |
Botty Investors LLC |
7 |
Gemsstock Ltd. |
7 |
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares |
7 |
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
7 |
Cherry Tree Wealth Management, LLC |
7 |
Legato Capital Management LLC |
7 |
Ashton Thomas Securities, Llc |
7 |
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
7 |
Benchmark Investment Advisors LLC |
7 |
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
7 |
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A |
7 |
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
7 |
First Heartland Consultants, Inc. |
7 |
Callahan Advisors, LLC |
7 |
Forefront Analytics, LLC |
7 |
D L Carlson Investment Group Inc |
7 |
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
7 |
Varma Mutual Pension Insurance Co |
7 |
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
7 |
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
7 |
T. Rowe Price Investment Management, Inc. |
7 |
Alethea Capital Management, Llc |
7 |
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
7 |
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
7 |
Valtura Capital Partners LLC |
7 |
HMS Capital Management, LLC |
7 |
INFL - Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF |
7 |
Jnl Series Trust - Jnl/franklin Templeton Global Multisector Bond Fund (a) |
7 |
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A |
7 |
Halbert Hargrove Global Advisors, Llc |
7 |
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
7 |
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A |
7 |
Whitener Capital Management, Inc. |
7 |
United Asset Strategies, Inc. |
7 |
DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares |
7 |
Pinpoint Asset Management (Singapore) Pte. Ltd. |
7 |
Human Investing LLC |
7 |
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
7 |
Blackstone / Gso Floating Rate Enhanced Income Fund |
7 |
Voya Asia Pacific High Dividend Equity Income Fund |
7 |
FSCJX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Canada Equity Index Fund |
7 |
Wright Investors Service Inc |
7 |
Wealthgarden F.s. Llc |
7 |
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
7 |
BLACKROCK FUNDS - iShares U.S. Securitized Bond Index Fund |
7 |
Valued Wealth Advisors LLC |
7 |
Humankind Benefit Corp - Humankind US Stock ETF |
7 |
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF |
7 |
Excelsia, Inc. |
7 |
Long Island Wealth Management, Inc. |
7 |
Nuveen Core Equity Alpha Fund |
7 |
Vaughan Nelson Investment Management, L.p. |
7 |
Reby Advisors, LLC |
7 |
BKM Wealth Management, LLC |
7 |
Gwn Securities Inc. |
7 |
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
7 |
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF |
7 |
Americana Partners, LLC |
7 |
Knightsbridge Asset Management, Llc |
7 |
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
7 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
7 |
Angelo Gordon & Co., L.p. |
7 |
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A |
7 |
Principle Wealth Partners Llc |
7 |
Krane Funds Advisors LLC |
7 |
Franklin Ltd Duration Income Trust |
7 |
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
7 |
GMEZX - GuideStone Funds - Impact Equity Fund Investor |
7 |
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
7 |
J.P. Turner & Co Capital Mnagement, LLC |
7 |
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
7 |
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares |
7 |
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
7 |
Blackrock Multi-sector Opportunities Trust |
7 |
KEMX - Krane Shares Trust - KraneShares MSCI Emerging Markets ex China Index ETF |
7 |
Lgt Capital Partners Ltd. |
7 |
Lloyds Banking Group plc |
7 |
Founders Financial Securities Llc |
7 |
Clare Market Investments LLC |
7 |
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares |
7 |
Cm Wealth Advisors Llc |
7 |
RGT Wealth Advisors, LLC |
7 |
MPS Loria Financial Planners, LLC |
7 |
Brinker Capital Inc |
7 |
Accredited Investors Inc. |
7 |
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
7 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
7 |
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF |
7 |
Davis Selected Advisers |
7 |
Trifecta Capital Advisors, LLC |
7 |
Patten & Patten Inc/tn |
7 |
Portside Wealth Group, LLC |
7 |
Richard Bernstein Advisors LLC |
7 |
PYZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Basic Materials Momentum ETF |
7 |
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A |
7 |
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares |
7 |
Pring Turner Capital Group Inc |
7 |
Select Equity Group, L.P. |
7 |
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional |
7 |
SRTTX - SMA RELATIONSHIP TRUST - Series T |
7 |
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF |
7 |
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF |
7 |
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M |
7 |
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
7 |
Aprio Wealth Management, LLC |
7 |
C WorldWide Group Holding A/S |
7 |
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund |
7 |
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
7 |
IFG Advisory, LLC |
7 |
Amica Mutual Insurance Co |
7 |
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF |
7 |
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A |
7 |
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class |
7 |
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio |
7 |
Fidelis Capital Partners, LLC |
7 |
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A |
7 |
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
7 |
Shilanski & Associates, Inc. |
7 |
Wealthstar Advisors, Llc |
7 |
Tetrad Corp |
7 |
URAN - Themes ETF Trust - Themes Uranium & Nuclear ETF |
7 |
IWB - iSHARES TRUST - iShares Russell 1000 ETF |
7 |
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class |
7 |
Guidant Wealth Advisors |
7 |
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF |
7 |
Ironwood Investment Management Llc |
7 |
Greenvale Capital LLP |
7 |
Advanced Series Trust - Ast Small-cap Value Portfolio |
7 |
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
7 |
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
7 |
Jamison Eaton & Wood Inc /nj |
7 |
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
7 |
PISMX - PRINCIPAL FUNDS INC - International Small Company Fund Institutional |
7 |
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class |
7 |
Navigation Wealth Management, Inc. |
7 |
Security National Trust Co |
7 |
Ab Multi-manager Alternative Fund |
7 |
Nuveen S&p 500 Buywrite Income Fund |
7 |
Searle & Co. |
7 |
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
7 |
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
7 |
Inverness Counsel Llc /ny/ |
7 |
Raab & Moskowitz Asset Management LLC |
7 |
Berkley W R Corp |
7 |
Chilton Investment Co Llc |
7 |
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A |
7 |
Gibraltar Capital Management, Inc. |
7 |
New England Capital Financial Advisors LLC |
7 |
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
7 |
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA |
7 |
GQG Partners LLC |
7 |
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
7 |
Welch Group, LLC |
7 |
Amida Capital Management II, LLC |
7 |
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A |
7 |
Legacy Capital Wealth Partners, LLC |
7 |
Henry James International Management Inc. |
7 |
DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A |
7 |
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
7 |
Encompass Wealth Advisors, Llc |
7 |
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
7 |
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A |
7 |
Global Assets Advisory, LLC |
7 |
Hourglass Capital, Llc |
7 |
Long Focus Capital Management, Llc |
7 |
Freedman Financial Associates, Inc. |
7 |
PWER - Macquarie ETF Trust - Macquarie Energy Transition ETF |
7 |
Philadelphia International Advisors Lp |
7 |
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
7 |
Overland Advisors, LLC |
7 |
VIOPX - VALIC Co I - International Opportunities Fund |
7 |
III Capital Management |
7 |
WealthPlan Investment Management, LLC |
7 |
Gw Henssler & Associates Ltd |
7 |
BOK Financial Private Wealth, Inc. |
7 |
DSTX - ETF Series Solutions - Distillate International Fundamental Stability & Value ETF |
7 |
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio |
7 |
Kim, Llc |
7 |
Pacific Center for Financial Services |
7 |
Washington State Investment Board |
7 |
First Pacific Financial |
7 |
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
7 |
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class |
7 |
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF |
7 |
Dfpg Investments, Llc |
7 |
Dreyfus High Yield Strategies Fund |
7 |
Curi Wealth Management, LLC |
7 |
Willingdon Wealth Management |
7 |
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) |
7 |
Nicholas Investment Partners, LP |
7 |
Boston Financial Mangement Llc |
7 |
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
7 |
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class |
7 |
Nair Vinay |
7 |
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class |
7 |
Polymer Capital Management (HK) LTD |
7 |
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
7 |
JB Capital LLC |
7 |
Psg Capital Management Trust |
7 |
Xact Kapitalforvaltning AB |
7 |
Papamarkou Wellner Asset Management inc. |
7 |
Affinity Wealth Management Llc |
7 |
Significant Wealth Partners LLC |
7 |
GMET - VanEck ETF Trust - VanEck Green Metals ETF |
7 |
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
7 |
GETCO Holding Company, LLC |
7 |
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
7 |
Fifth Third Wealth Advisors LLC |
7 |
Pimco Income Opportunity Fund |
7 |
Rice Hall James & Associates, Llc |
7 |
Keating Investment Counselors Inc |
7 |
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF |
7 |
Eisler Capital (US) LLC |
7 |
EMBD - Global X Funds - Global X Emerging Markets Bond ETF |
7 |
Camden Capital, LLC |
7 |
Forward Management, LLC |
7 |
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares |
7 |
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
7 |
Wayfinding Financial, LLC |
7 |
Cordatus Wealth Management LLC |
7 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional |
7 |
Concert Wealth Management Inc. |
7 |
Pimco Dynamic Income Fund |
7 |
Vantage Consulting Group Inc |
7 |
RBB FUND, INC. - Adara Smaller Companies Fund |
7 |
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
7 |
Parkworth Wealth Management, Inc. |
7 |
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
7 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
7 |
Sensato Investors LLC |
7 |
Bowen Hanes & Co Inc |
7 |
JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF |
7 |
Oversea-Chinese Banking CORP Ltd |
7 |
Resona Asset Management Co.,Ltd. |
7 |
BPTRX - BARON SELECT FUNDS - Baron Partners Fund |
7 |
AlphaCentric Advisors LLC |
7 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
7 |
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
7 |
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A |
7 |
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I |
7 |
Decade Capital Management Llc |
7 |
Discovery Capital Management, Llc / Ct |
7 |
Essex Savings Bank |
7 |
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class |
7 |
Clarus Wealth Advisors |
7 |
Ogorek Anthony Joseph /ny/ /adv |
7 |
Bel Air Investment Advisors Llc |
7 |
PIGDX - Federated Adviser Series - Federated International Growth Fund Class C Shares |
7 |
Modera Wealth Management, LLC |
7 |
Corient IA LLC |
7 |
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
7 |
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
7 |
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
7 |
Pacific Global Investment Management Co |
7 |
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
7 |
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
7 |
PrairieView Partners, LLC |
7 |
EQLT - iSHARES TRUST - iShares MSCI Emerging Markets Quality Factor ETF |
7 |
Reliance Trust Co Of Delaware |
7 |
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A |
7 |
Capital World Growth & Income Fund |
7 |
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF |
7 |
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional |
7 |
Tidemark, LLC |
7 |
Roman Butler Fullerton & Co |
7 |
REMG - Russell Investments Exchange Traded Funds - Emerging Markets Equity Active ETF |
7 |
Cantab Capital Partners LLP |
7 |
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
7 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
7 |
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
7 |
Inceptionr Llc |
7 |
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund |
7 |
one8zero8, LLC |
7 |
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
7 |
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
7 |
Range Financial Group LLC |
7 |
JECAX - JPMorgan Trust I - JPMorgan Emerging Markets Strategic Debt Fund Class A |
7 |
Richard W. Paul & Associates, LLC |
7 |
Wasatch Advisors Inc |
7 |
Alphagen Securities Llc |
7 |
JMKAX - John Hancock Funds II - Emerging Markets Debt Fund Class A |
7 |
Nexus Investment Management ULC |
7 |
EISAX - CARILLON SERIES TRUST - Carillon ClariVest International Stock Fund A |
7 |
Glenrock Inc. |
7 |
TAP Consulting, LLC |
7 |
Menora Mivtachim Holdings Ltd. |
7 |
Altus Wealth Group LLC |
7 |
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A |
7 |
Blackrock 2022 Global Income Opportunity Trust |
7 |
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
7 |
Kohlberg Kravis Roberts & Co. L.P. |
7 |
Keystone Financial Group |
7 |
Aperture Investors, LLC |
7 |
Firestone Capital Management |
7 |
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
7 |
Vollero Beach Capital Partners LLC |
7 |
Cowa, Llc |
7 |
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund |
7 |
BBCA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF |
7 |
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
7 |
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. |
7 |
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
7 |
Primoris Wealth Advisors, Llc |
7 |
Wood Tarver Financial Group, LLC |
7 |
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
7 |
Guardian Partners Inc. |
7 |
ANTIPODES PARTNERS Ltd |
7 |
O'Neil Global Advisors, Inc. |
7 |
NewGen Equity Long/Short Fund |
7 |
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund |
7 |
Amica Pension Fund Board Of Trustees |
7 |
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
7 |
Sherbrooke Park Advisers Llc |
7 |
Kelly Lawrence W & Associates Inc/ca |
7 |
Avaii Wealth Management, Llc |
7 |
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
7 |
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
7 |
Keebeck Wealth Management, LLC |
7 |
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
7 |
Procyon Private Wealth Partners, LLC |
7 |
Ameliora Wealth Management Ltd. |
7 |
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A |
7 |
Fullerton Fund Management Co Ltd |
7 |
TCG Advisory Services, LLC |
7 |
Cypress Point Wealth Management, LLC |
7 |
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF |
7 |
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
7 |
Aviance Capital Management, Llc |
7 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
7 |
Duff & Phelps Investment Management Co |
7 |
Reyes Financial Architecture, Inc. |
7 |
Alan B. Lancz & Associates, Inc. |
7 |
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
7 |
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
7 |
Cim Investment Mangement Inc |
7 |
WHV Investments, Inc. |
7 |
Community Financial Services Group, LLC |
7 |
Capricorn Fund Managers Ltd |
7 |
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
7 |
Aubrey Capital Management Ltd |
7 |
Bbr Partners, Llc |
7 |
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A |
7 |
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A |
7 |
Legg Mason Investment Counsel & Trust Co., N.A. |
7 |
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
7 |
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
7 |
Allen Capital Group, LLC |
7 |
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class |
7 |
Northwest Financial Advisors |
7 |
GMOYX - GMO TRUST - GMO Resource Transition Fund Class VI |
7 |
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
7 |
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
7 |
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
7 |
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
7 |
FRANK FUNDS - Camelot Event Driven Fund Class A Shares |
7 |
CarsonAllaria Wealth Management, Ltd. |
7 |
Palliser Capital (UK) Ltd |
7 |
Twin Focus Capital Partners, Llc |
7 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
7 |
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
7 |
X-Square Capital, LLC |
7 |
Heathbridge Capital Management Ltd. |
7 |
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
7 |
Bbva Usa |
7 |
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
7 |
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
7 |
Cliftonlarsonallen Wealth Advisors, Llc |
7 |
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A |
7 |
Cornerstone Advisory, LLC |
7 |
Boundary Creek Advisors LP |
7 |
Knowledge Leaders Capital, LLC |
7 |
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A |
7 |
Riverview Trust Co |
7 |
Old North State Trust, LLC |
7 |
Omnia Family Wealth, LLC |
7 |
Foxby Corp. |
7 |
Steadfast Capital Management Lp |
7 |
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A |
7 |
Gilliland Jeter Wealth Management LLC |
7 |
CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A |
7 |
Amica Retiree Medical Trust |
7 |
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A |
7 |
Clark Capital Management Group, Inc. |
7 |
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
7 |
BERIX - Chartwell Funds - Berwyn Income Fund |
7 |
Putnam Global Natural Resources Fund |
7 |
Marcum Wealth, LLC |
7 |
InterOcean Capital Group, LLC |
7 |
Permanens Capital L.P. |
7 |
Columbia Wanger Asset Management Llc |
7 |
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
7 |
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
7 |
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
7 |
Segra Capital Management, LLC |
7 |
Berkshire Asset Management Llc/pa |
7 |
Regent Investment Management LLC |
7 |
Axiom International Investors Llc /de |
7 |
Multisector Income Portfolio |
7 |
Cna Financial Corp |
7 |
HighVista Strategies LLC |
7 |
BLACKROCK FUNDS - iShares Edge MSCI Multifactor Intl Index Fund Institutional |
7 |
Marlin Sams Capital Management Llc |
7 |
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund |
7 |
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. |
7 |
Financial Connections Group, Inc. |
7 |
Aviance Capital Partners, LLC |
7 |
Te Ahumairangi Investment Management Ltd |
7 |
Scotia Asset Management L.P. |
7 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
7 |
Nuveen High Income November 2021 Target Term Fund |
7 |
Murphy & Mullick Capital Management Corp |
7 |
WESPAC Advisors, LLC |
7 |
Ledyard National Bank |
7 |
Citizens Financial Group Inc/ri |
7 |
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
7 |
Guggenheim Strategic Opportunities Fund |
7 |
Zullo Investment Group, Inc. |
7 |
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
7 |
IMS Capital Management |
7 |
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A |
7 |
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A |
7 |
Sageworth Trust Co |
7 |
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
7 |
Bellwether Investment Group, LLC |
7 |
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
7 |
MU Investments Co., Ltd. |
7 |
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares |
7 |
Blackhawk Capital Partners LLC. |
7 |
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
7 |
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
7 |
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund |
7 |
Oppenheimer Global Multi-asset Growth Fund |
7 |
Dana Investment Advisors, Inc. |
7 |
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
7 |
Bellevue Asset Management, Llc |
7 |
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
7 |
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund |
7 |
MD Financial Management Inc. |
7 |
Beese Fulmer Investment Management, Inc. |
7 |
Everstar Asset Management, LLC |
7 |
Sterne Agee Group, Inc. |
7 |
First Affirmative Financial Network |
7 |
Foundation Resource Management Inc |
7 |
NSRIX - Northern Funds - Northern Global Sustainability Index Fund |
7 |
RGLIX - ALLIANZ FUNDS - AllianzGI Global Natural Resources Fund Institutional |
6 |
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 |
6 |
Tegean Capital Management, Llc |
6 |
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
6 |
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
6 |
Southport Management, L.l.c. |
6 |
Harbor Capital Advisors, Inc. |
6 |
Shelton Wealth Management, Llc |
6 |
Greenland Capital Management LP |
6 |
CBSE - Listed Funds Trust - Changebridge Capital Sustainable Equity ETF |
6 |
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A |
6 |
Schafer Cullen Capital Management Inc |
6 |
361 Capital Llc |
6 |
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
6 |
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
6 |
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
6 |
Polianta Ltd |
6 |
One68 Global Capital, LLC |
6 |
Oxford Financial Group Ltd |
6 |
Lane Generational LLC |
6 |
Silicon Valley Capital Partners |
6 |
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class |
6 |
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional |
6 |
ILCDX - Voya Separate Portfolios Trust - Voya Emerging Markets Local Currency Debt Fund Class P |
6 |
New England Research & Management, Inc. |
6 |
Balboa Wealth Partners |
6 |
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class |
6 |
Bearing Point Capital, Llc |
6 |
BRKAX - MFS SERIES TRUST IV - MFS Blended Research Emerging Markets Equity Fund A |
6 |
VICTORY VARIABLE INSURANCE FUNDS - Victory Sophus Emerging Markets VIP Series Class I |
6 |
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares |
6 |
ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class |
6 |
Aquire Wealth Advisors, LLC |
6 |
Freemont Management S.A. |
6 |
Shapiro Capital Management Llc |
6 |
Verger Capital Management LLC |
6 |
Personal Wealth Partners |
6 |
Live Your Vision, LLC |
6 |
Angeles Investment Advisors, LLC |
6 |
Northwest Quadrant Wealth Management, LLC |
6 |
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund |
6 |
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
6 |
Kaizen Financial Strategies |
6 |
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS |
6 |
Bedell Frazier Investment Counseling, LLC |
6 |
Silverlake Wealth Management Llc |
6 |
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
6 |
Highfields Capital Management Lp |
6 |
KINETICS PORTFOLIOS TRUST - Kinetics Global Portfolio |
6 |
HWTIX - HOTCHKIS & WILEY FUNDS /DE/ - International Small Cap Diversified Value Fund Class Z |
6 |
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
6 |
Mystic Asset Management, Inc. |
6 |
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class |
6 |
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
6 |
New Mexico Educational Retirement Board |
6 |
JDIBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value International Fund Class A |
6 |
West Michigan Advisors, Llc |
6 |
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF |
6 |
MMEMX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Emerging Markets Bond Fund Class I |
6 |
PCG Wealth Advisors, LLC |
6 |
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
6 |
Virtus Investment Advisers, Inc. |
6 |
Portman Square Capital LLP |
6 |
Cordant, Inc. |
6 |
E. Ohman J:or Asset Management AB |
6 |
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
6 |
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF |
6 |
Morton Brown Family Wealth, LLC |
6 |
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio |
6 |
Fairfax Financial Holdings Ltd/ Can |
6 |
Capital One, National Association |
6 |
Pinnbrook Capital Management Lp |
6 |
Krs Capital Management, Llc |
6 |
Appian Way Asset Management LP |
6 |
Life Planning Partners, Inc |
6 |
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
6 |
Oppenheimer Global High Yield Fund |
6 |
Seldon Capital Lp |
6 |
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
6 |
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
6 |
Empirical Finance, LLC |
6 |
AGF Investments LLC |
6 |
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
6 |
Safeguard Financial, LLC |
6 |
TFC Financial Management |
6 |
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF |
6 |
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
6 |
PREMX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Bond Fund |
6 |
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
6 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
6 |
Mariner Investment Group Llc |
6 |
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
6 |
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
6 |
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
6 |
High Net Worth Advisory Group LLC |
6 |
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund |
6 |
Sagespring Wealth Partners, Llc |
6 |
Malaga Cove Capital, LLC |
6 |
Barings Corporate Investors |
6 |
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
6 |
Blenheim Capital Management, L.L.C. |
6 |
North Capital, Inc. |
6 |
Stephenson National Bank & Trust |
6 |
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A |
6 |
SDIV - Global X Funds - Global X SuperDividend ETF |
6 |
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 |
6 |
Pimco Strategic Income Fund, Inc |
6 |
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
6 |
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A |
6 |
Childress Capital Advisors, Llc |
6 |
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A |
6 |
MEDAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Fund A |
6 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I |
6 |
RNEM - FIRST TRUST EXCHANGE-TRADED FUND VI - Emerging Markets Equity Select ETF |
6 |
ETFis Series Trust I - Virtus Glovista Emerging Markets ETF |
6 |
AEDVX - American Century International Bond Funds - Emerging Markets Debt Fund Investor Class |
6 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF |
6 |
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
6 |
Verdence Capital Advisors LLC |
6 |
Sustainable Insight Capital Management, LLC |
6 |
STXK - EA Series Trust - Strive Small-Cap ETF |
6 |
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
6 |
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A |
6 |
Roosevelt Investment Group Llc |
6 |
Eaton Financial Holdings Company, LLC |
6 |
Sumitomo Mitsui Financial Group, Inc. |
6 |
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
6 |
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
6 |
Li Winifred I |
6 |
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class |
6 |
General Motors Investment Management Corp |
6 |
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF |
6 |
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF |
6 |
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
6 |
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A |
6 |
Two Roads Shared Trust - Conductor Global Equity Value ETF |
6 |
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A |
6 |
Prio Wealth Limited Partnership |
6 |
Sentinel Group Funds Inc |
6 |
Hosking Partners LLP |
6 |
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund |
6 |
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
6 |
Financial Avengers, Inc. |
6 |
Short Duration High Income Portfolio - Short Duration High Income Portfolio |
6 |
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
6 |
Saratoga Research & Investment Management |
6 |
SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I |
6 |
Retirement Systems of Alabama |
6 |
Coolidge Francis L |
6 |
Paragon Capital Management Ltd |
6 |
Omni Event Management Ltd |
6 |
XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A |
6 |
Investmark Advisory Group LLC |
6 |
Litman Gregory Asset Management LLC |
6 |
Banyan Partners, LLC |
6 |
Triangle Securities Wealth Management |
6 |
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
6 |
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
6 |
Signia Capital Management Llc |
6 |
Munder Series Trust |
6 |
Pasadena Private Wealth, LLC |
6 |
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund |
6 |
Cazenove Capital Management Ltd |
6 |
Empirical Asset Management, LLC |
6 |
Haber Trilix Advisors, Lp |
6 |
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF |
6 |
Robbins Farley Llc |
6 |
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF |
6 |
VVSCX - VALIC Co I - Small Cap Value Fund |
6 |
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund |
6 |
QEELX - AQR Funds - AQR Emerging Multi-Style Fund Class I |
6 |
Fielder Capital Group LLC |
6 |
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A |
6 |
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A |
6 |
Tax-managed Global Small-cap Portfolio |
6 |
Peterson Financial Group, Inc. |
6 |
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
6 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
6 |
Great Lakes Retirement, Inc. |
6 |
Renaissance Group Llc |
6 |
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A |
6 |
Sepio Capital, LP |
6 |
HN Saltoro Capital, LP |
6 |
First Midwest Bank Trust Division |
6 |
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I |
6 |
Baupost Group Llc/ma |
6 |
Intrinsic Edge Capital Management LLC |
6 |
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds |
6 |
DEM - WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund N/A |
6 |
American National Insurance Co /tx/ |
6 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 |
6 |
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
6 |
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A |
6 |
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A |
6 |
FXZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Materials AlphaDEX Fund |
6 |
Bernard Wealth Management Corp. |
6 |
Folger Hill Asset Management LP |
6 |
GATEX - Gateway Trust - Gateway Fund Class A Shares |
6 |
Hartline Investment Corp/ |
6 |
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares |
6 |
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund |
6 |
Annex Advisory Services, LLC |
6 |
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A |
6 |
Herold Advisors, Inc. |
6 |
Dymon Asia Capital (singapore) Pte. Ltd. |
6 |
BWZ - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Short Term International Treasury Bond ETF |
6 |
Gilman Hill Asset Management, LLC |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
6 |
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A |
6 |
FSEC - Fidelity Merrimack Street Trust - Fidelity Investment Grade Securitized ETF |
6 |
Greenhouse Funds LLLP |
6 |
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF |
6 |
IFM Investors Pty Ltd |
6 |
Franklin Templeton International Trust |
6 |
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
6 |
Denver Investment Advisors Llc |
6 |
Savvy Advisors, Inc. |
6 |
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
6 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
6 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
6 |
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
6 |
HWG Holdings LP |
6 |
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
6 |
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional |
6 |
Summit Wealth Partners, LLC |
6 |
Carret Asset Management, Llc |
6 |
Bank Of Hawaii |
6 |
All Season Financial Advisors, Inc. |
6 |
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C |
6 |
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I |
6 |
Boreal Capital Management LLC |
6 |
Gagnon Securities Llc |
6 |
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
6 |
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
6 |
BFOR - ALPS ETF Trust - Barron's 400 ETF |
6 |
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T |
6 |
Pimco Income Strategy Fund |
6 |
Invesco Bldrs Index Funds Trust |
6 |
Wells Fargo Global Dividend Opportunity Fund |
6 |
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I |
6 |
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A |
6 |
Empower Advisory Group, LLC |
6 |
Principal Street Partners, LLC |
6 |
Lmcg Investments, Llc |
6 |
Armistice Capital, Llc |
6 |
ERTS Wealth Advisors, LLC |
6 |
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
6 |
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class |
6 |
SPROTT FUNDS TRUST - Sprott Nickel Miners ETF |
6 |
Atlas Principals, LLC |
6 |
Independent Wealth Network Inc. |
6 |
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares |
6 |
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
6 |
Jessup Wealth Management, Inc |
6 |
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
6 |
ProVise Management Group, LLC |
6 |
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A |
6 |
Worth Asset Management, LLC |
6 |
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A |
6 |
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class |
6 |
Fca Corp /tx |
6 |
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S |
6 |
LM Advisors LLC |
6 |
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
6 |
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
6 |
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
6 |
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF |
6 |
NWXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Emerging Markets Debt Fund Class A |
6 |
Pimco Corporate & Income Opportunity Fund |
6 |
Amplius Wealth Advisors, LLC |
6 |
Pimco Income Strategy Fund Ii |
6 |
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
6 |
Westend Capital Management LLC |
6 |
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 |
6 |
Marathon Asset Mgmt Ltd |
6 |
Stevens First Principles Investment Advisors |
6 |
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 |
6 |
Cypress Asset Management Inc/tx |
6 |
Y.D. More Investments Ltd |
6 |
Brick & Kyle, Associates |
6 |
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
6 |
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
6 |
Whitebox Mutual Funds |
6 |
Jag Capital Management, Llc |
6 |
Titan Global Capital Management Usa Llc |
6 |
Mfs Intermarket Income Trust I |
6 |
Green Harvest Asset Management LLC |
6 |
First Niagara Bank |
6 |
VCIEX - VALIC Co I - International Equities Index Fund |
6 |
Sabby Management, Llc |
6 |
Cornerstone Wealth Group, LLC |
6 |
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I |
6 |
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
6 |
HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
6 |
Muhlenkamp & Co Inc |
6 |
Heck Capital Advisors, LLC |
6 |
Carnegie Lake Advisors LLC |
6 |
ICOW - Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF |
6 |
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
6 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 |
6 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund |
6 |
Greenwood Capital Associates Llc |
6 |
GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
6 |
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
6 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
6 |
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF |
6 |
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
6 |
RBF Capital, LLC |
6 |
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares |
6 |
IYM - iSHARES TRUST - iShares U.S. Basic Materials ETF |
6 |
Institute for Wealth Management, LLC. |
6 |
iA Global Asset Management Inc. |
6 |
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
6 |
Dorsey & Whitney Trust CO LLC |
6 |
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
6 |
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
6 |
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y |
6 |
Visionary Asset Management, Inc. |
6 |
Howland Capital Management Llc |
6 |
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A |
6 |
SBHEX - Investment Managers Series Trust - Segall Bryant & Hamill Emerging Markets Fund Class A |
6 |
Susquehanna International Securities, Ltd. |
6 |
Kings Path Partners LLC |
6 |
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class |
6 |
Icon Wealth Advisors, LLC |
6 |
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
6 |
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A |
6 |
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
6 |
RiverPoint Capital Management, LLC |
6 |
Charter Trust Co |
6 |
Chesley Taft & Associates LLC |
6 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
6 |
Distillate Capital Partners LLC |
6 |
Loeb Offshore Management LP |
6 |
AlTi Global, Inc. |
6 |
HCASX - HC CAPITAL TRUST - The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio HC Strategic Shares |
6 |
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A |
6 |
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II |
6 |
BlackRock Funds V - BlackRock Emerging Markets Flexible Dynamic Bond Portfolio Investor A Shares |
6 |
Holderness Investments Co |
6 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
6 |
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
6 |
GGIIX - GuideStone Funds - Global Impact Fund Investor |
6 |
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
6 |
Everence Capital Management Inc |
6 |
Clear Point Advisors Inc. |
6 |
Standard Life Investments LTD |
6 |
York Capital Management Global Advisors, LLC |
6 |
Horrell Capital Management, Inc. |
6 |
Clear Perspective Advisors, LLC |
6 |
EHP Funds Inc. |
6 |
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares |
6 |
Selz Capital LLC |
6 |
ENDW - EA Series Trust - Cambria Endowment Style ETF |
6 |
Bridges Investment Management Inc |
6 |
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A |
6 |
Mascoma Wealth Management LLC |
6 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
6 |
Northwest Bancshares, Inc. |
6 |
Massar Capital Management, LP |
6 |
Meritage Portfolio Management |
6 |
GBEMX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Fund Class A |
6 |
Pear Tree Advisors Inc |
6 |
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF |
6 |
Waddell & Reed Advisors Funds |
6 |
Btr Capital Management Inc |
6 |
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class |
6 |
Edmond De Rothschild Asset Management (luxembourg) |
6 |
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
6 |
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
6 |
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
6 |
Nuveen Nasdaq 100 Dynamic Overwrite Fund |
6 |
OneAscent Wealth Management LLC |
6 |
DecisionPoint Financial, LLC |
6 |
Echo Street Capital Management LLC |
6 |
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
6 |
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF |
6 |
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
6 |
BlackRock Portfolio Management LLC |
6 |
Fermata Advisors, LLC |
6 |
River Road Asset Management, LLC |
6 |
Sienna Gestion |
6 |
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
6 |
Bell Bank |
6 |
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I |
6 |
ATLANTIC INVESTMENT Co |
6 |
Trilogy Capital Inc. |
6 |
Europacific Growth Fund |
6 |
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
6 |
Tectonic Advisors Llc |
6 |
Albert D Mason Inc |
6 |
Clark Estates Inc/ny |
6 |
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
6 |
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
6 |
LexAurum Advisors, LLC |
6 |
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
6 |
Boston Advisors Llc |
6 |
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional |
6 |
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
6 |
M&G Plc |
6 |
Stoneridge Investment Partners Llc |
6 |
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
6 |
Quadcap Wealth Management, LLC |
6 |
Provenance Wealth Advisors, LLC |
6 |
Horizon Bancorp Inc /in/ |
6 |
DoubleLine Yield Opportunities Fund |
6 |
Woodmont Investment Counsel Llc |
6 |
TNIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund (USD Hedged) |
6 |
Marks Group Wealth Management, Inc |
6 |
AT Bancorp |
6 |
NuWave Investment Management, LLC |
6 |
Oak Grove Capital LLC |
6 |
RMG Wealth Management LLC |
6 |
Barrett Asset Management, LLC |
6 |
WESPAC Advisors SoCal, LLC |
6 |
FEMB - First Trust Exchange-Traded Fund III - First Trust Emerging Markets Local Currency Bond ETF |
6 |
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A |
6 |
Power Corp of Canada |
6 |
Ovata Capital Management Ltd |
6 |
HSIEX - HUSSMAN INVESTMENT TRUST - Hussman Strategic International Fund |
6 |
JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
6 |
IVSBX - IVY FUNDS - Ivy Global Bond Fund Class B |
6 |
Aevitas Wealth Management, Inc. |
6 |
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A |
6 |
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
6 |
Modern Wealth Management, LLC |
6 |
AOTAX - ALLIANZ FUNDS - AllianzGI Emerging Markets Opportunities Fund A |
6 |
Alaethes Wealth LLC |
6 |
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class |
6 |
United Community Bank |
6 |
Truewealth Llc |
6 |
TGDMX - TCW FUNDS INC - TCW Developing Markets Equity Fund Class I |
6 |
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB |
6 |
Kiley Juergens Wealth Management, Llc |
6 |
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF |
6 |
NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
6 |
NOCBX - Northern Funds - Northern Core Bond Fund |
6 |
Temasek Holdings (Private) Ltd |
6 |
Coeur Mining, Inc. |
6 |
NOIGX - Northern Funds - Northern International Equity Fund |
6 |
MorganRosel Wealth Management, LLC |
6 |
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class |
6 |
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF |
6 |
Game Plan Financial Advisors, LLC |
6 |
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
6 |
All Terrain Financial Advisors, LLC |
6 |
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class |
6 |
Reynolds Capital Management Llc |
6 |
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
6 |
Franklin Templeton ETF Trust - Western Asset Bond ETF |
6 |
RWCIX - Advisors' Inner Circle Fund III - RWC Global Emerging Equity Fund Class I Shares |
6 |
Focus Financial Network, Inc. |
6 |
Lombard Odier Transatlantic, Limited Partnership |
6 |
JHMA - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Materials ETF |
6 |
Rakuten Investment Management, Inc. |
6 |
Kimelman & Baird, LLC |
6 |
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A |
6 |
Exos Asset Management LLC |
6 |
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
6 |
Astoria Portfolio Advisors LLC. |
6 |
MML Series Investment Fund II - MML Equity Rotation Fund Class II |
6 |
HGC Investment Management Inc. |
6 |
Garner Asset Management Corp |
6 |
NSI - Northern Lights Fund Trust IV - National Security Emerging Markets Index ETF |
6 |
Mondrian Investment Partners LTD |
6 |
MML Series Investment Fund II - MML Blend Fund Initial Class |
6 |
PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF |
6 |
Proffitt & Goodson Inc |
6 |
Brandywine Oak Private Wealth Llc |
6 |
Corriente Advisors, LLC |
6 |
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C |
6 |
CastleArk Alternatives, LLC |
6 |
Titus Wealth Management |
6 |
Paulson Wealth Management Inc. |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
6 |
PFUMX - PRINCIPAL FUNDS, INC. - Finisterre Emerging Markets Total Return Bond Fund Institutional Class |
6 |
Resource Management, LLC |
6 |
Abacus Planning Group, Inc. |
6 |
Jnl Series Trust - Jnl/crescent High Income Fund (a) |
6 |
Atalaya Capital Management LP |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class |
6 |
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class |
6 |
Winthrop Partners - Wny, Llc |
6 |
Palladium Partners Llc |
6 |
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
6 |
Spouting Rock Asset Management, LLC |
6 |
Amussen Hunsaker Associates Llc |
6 |
GDMA - Alpha Architect ETF Trust - Gadsden Dynamic Multi-Asset ETF |
6 |
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) |
6 |
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
6 |
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
6 |
Tahithromos, L.L.C. |
6 |
Financial Synergies Wealth Advisors, Inc. |
6 |
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
6 |
Catapult Capital Management Llc |
6 |
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A |
6 |
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
6 |
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund |
6 |
Symphony Financial, Ltd. Co. |
6 |
Torno Capital, Llc |
6 |
Piscataqua Savings Bank |
6 |
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
6 |
Claybrook Capital, LLC |
6 |
Pinnacle Family Advisors, LLC |
6 |
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF |
6 |
Mayflower Financial Advisors, LLC |
6 |
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
6 |
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional |
6 |
Uhlmann Price Securities, Llc |
6 |
Capital A Wealth Management, LLC |
6 |
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
6 |
Beech Hill Advisors, Inc. |
6 |
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A |
6 |
Rnc Capital Management Llc |
6 |
Northeast Financial Consultants Inc |
6 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF |
6 |
Adams Wealth Management |
6 |
Galaxy Capital Trading Ltd |
6 |
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
6 |
MFAAX - AMERICAN FUNDS MORTGAGE FUND - AMERICAN FUNDS MORTGAGE FUND Class A |
6 |
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
6 |
SUNAMERICA SERIES TRUST - SA JPMorgan Emerging Markets Portfolio Class 1 |
6 |
GSUIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Mortgages Fund Institutional |
6 |
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
6 |
State of New Jersey Common Pension Fund A |
6 |
Comprehensive Financial Planning, Inc./PA |
6 |
Redpoint Investment Management Pty Ltd |
6 |
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
6 |
Usa Mutuals Advisors, Inc. |
6 |
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
6 |
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A |
6 |
Pflug Koory, LLC |
6 |
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
6 |
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A |
6 |
TDI - Touchstone ETF Trust - Touchstone Dynamic International ETF |
6 |
VEGBX - VANGUARD MALVERN FUNDS - Vanguard Emerging Markets Bond Fund Admiral Shares |
6 |
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. |
6 |
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
6 |
Orion Capital Management LLC |
6 |
Cohen & Steers Capital Management Inc |
6 |
Bard Financial Services, Inc. |
6 |
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV |
6 |
Genesis Wealth Advisors, LLC |
6 |
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
6 |
Cypress Capital, LLC |
6 |
Freestone Grove Partners LP |
6 |
American Independence Financial Services LLC |
6 |
Tuscan Ridge Asset Management Llc |
6 |
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A |
6 |
Itau USA Asset Management Inc. |
6 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I |
6 |
LST - Managed Portfolio Series - Leuthold Select Industries ETF |
6 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
6 |
Executive Wealth Management, LLC |
6 |
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
6 |
AIA Group Ltd |
6 |
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
6 |
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A |
6 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
6 |
Soltis Investment Advisors LLC |
6 |
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
6 |
Lake Point Wealth Management |
6 |
GM Advisory Group, Inc. |
6 |
GAMDX - GOLDMAN SACHS TRUST - Goldman Sachs Local Emerging Markets Debt Fund Class A |
6 |
Voisard Asset Management Group, Inc. |
6 |
Calvert Investment Management, Inc. |
6 |
WCG Wealth Advisors LLC |
6 |
VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares |
6 |
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class |
6 |
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF |
6 |
Putney Financial Group LLC |
6 |
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund |
6 |
Mairs & Power Inc |
6 |
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
6 |
AMUSX - AMERICAN FUNDS INCOME SERIES - U.S. Government Securities Fund Class A |
6 |
Tuttle Tactical Management LLC |
6 |
Lavaca Capital Llc |
6 |
JHL Capital Group LLC |
6 |
Juncture Wealth Strategies, Llc |
6 |
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
6 |
Ellis Investment Partners, LLC |
6 |
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
6 |
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class |
6 |
Mak Capital One Llc |
6 |
WealthTrak Capital Management LLC |
6 |
FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6 |
6 |
Legal Advantage Investments, Inc. |
6 |
Glacier Peak Capital LLC |
6 |
JNL SERIES TRUST - JNL International Index Fund (I) |
6 |
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
6 |
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
6 |
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E |
6 |
Sigma Capital Management Llc |
6 |
Homrich & Berg |
6 |
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
6 |
BigSur Wealth Management LLC |
6 |
FOMO - Collaborative Investment Series Trust - FOMO ETF |
6 |
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares |
6 |
New Vernon Capital Holdings II LLC |
6 |
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
6 |
Gary Goldberg Planning Services Inc |
6 |
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A |
6 |
Zions Trust, National Association |
6 |
Wall Street Access Asset Management, LLC |
6 |
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund |
6 |
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
6 |
Flow State Investments, L.P. |
6 |
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 |
6 |
Crescent Capital Consulting, LLC |
6 |
Riverwater Partners LLC |
6 |
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF |
6 |
Destination Wealth Management |
6 |
Scout Funds |
6 |
Crow Point Partners, LLC |
6 |
Keene & Associates, Inc. |
6 |
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 |
6 |
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A |
6 |
apricus wealth, LLC |
6 |
Park National Corp /oh/ |
6 |
Missouri Trust & Investment Co |
6 |
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
6 |
Round Table Investment Management Company, Lp |
6 |
Maxi Investments CY Ltd |
6 |
Quaker Capital Investments, LLC |
6 |
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class |
5 |
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
5 |
Livforsakringsbolaget Skandia, Omsesidigt |
5 |
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class |
5 |
STXI - EA Series Trust - Strive International Developed Markets ETF |
5 |
PACIFIC FUNDS SERIES TRUST - PF International Value Fund CLASS P |
5 |
SISLX - SCM Trust - Shelton International Select Equity Fund Investor Class |
5 |
EJF Capital LLC |
5 |
GIIYX - GuideStone Funds - International Equity Index Fund Institutional |
5 |
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares |
5 |
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
5 |
M.e. Allison & Co., Inc. |
5 |
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF |
5 |
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF |
5 |
CMPGX - PRINCIPAL FUNDS INC - Government & High Quality Bond Fund f/k/a Mortgage Securities Fund Class A |
5 |
Mirador Capital Partners LP |
5 |
New Age Alpha Funds Trust - NAA Opportunity Fund Class C |
5 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service |
5 |
James Alpha Funds Trust - Easterly Snow Small Cap Value Fund Class C |
5 |
PENN SERIES FUNDS INC - Small Cap Value Fund |
5 |
FNDE - SCHWAB STRATEGIC TRUST - Schwab Fundamental Emerging Markets Large Company Index ETF |
5 |
Bahl & Gaynor Inc |
5 |
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
5 |
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF |
5 |
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund |
5 |
PM CAPITAL Ltd |
5 |
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
5 |
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
5 |
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB |
5 |
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
5 |
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund |
5 |
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
5 |
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K |
5 |
TB Alternative Assets Ltd. |
5 |
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class |
5 |
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB |
5 |
Summit Financial Wealth Advisors, LLC |
5 |
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
5 |
Profunds - Profund Vp Basic Materials |
5 |
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund |
5 |
QUANTRES ASSET MANAGEMENT Ltd |
5 |
Smallcap World Fund Inc |
5 |
PICAX - PRINCIPAL FUNDS INC - International Small Company Fund Class A |
5 |
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class |
5 |
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 |
5 |
Mattson Financial Services, LLC |
5 |
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
5 |
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A |
5 |
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A |
5 |
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
5 |
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
5 |
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I |
5 |
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
5 |
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
5 |
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A |
5 |
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y |
5 |
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
5 |
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
5 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
5 |
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
5 |
Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
5 |
Virtus Global Dividend & Income Fund Inc. |
5 |
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund |
5 |
AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class |
5 |
Mcrae Capital Management Inc |
5 |
FCNSX - FIDELITY INVESTMENT TRUST - Fidelity Series Canada Fund |
5 |
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
5 |
Limestone Investment Advisors LP |
5 |
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class |
5 |
AdvisorShares Investments LLC |
5 |
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class |
5 |
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A |
5 |
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
5 |
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A |
5 |
PFG Private Wealth Management, LLC |
5 |
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional |
5 |
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
5 |
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund |
5 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 |
5 |
Belmont Capital, LLC |
5 |
Elliott Investment Management L.P. |
5 |
Luxor Capital Group, LP |
5 |
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II |
5 |
Rivernorth/doubleline Strategic Opportunity Fund, Inc. |
5 |
Perella Weinberg Partners Capital Management LP |
5 |
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I |
5 |
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
5 |
ASB Consultores, LLC |
5 |
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
5 |
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y |
5 |
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund |
5 |
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund |
5 |
FICDX - FIDELITY INVESTMENT TRUST - Fidelity Canada Fund |
5 |
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class |
5 |
Oppenheimer Integrity Funds |
5 |
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF |
5 |
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF |
5 |
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
5 |
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A |
5 |
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A |
5 |
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A |
5 |
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
5 |
TEOOX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities R6 |
5 |
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
5 |
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
5 |
Nuveen Dow 30sm Dynamic Overwrite Fund |
5 |
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
5 |
Gabelli Global Small & Mid Cap Value Trust |
5 |
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB |
5 |
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A |
5 |
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares |
5 |
River Wealth Advisors LLC |
5 |
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
5 |
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
5 |
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND |
5 |
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares |
5 |
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class |
5 |
HAEMX - HARBOR FUNDS - Harbor Emerging Markets Equity Fund Institutional Class |
5 |
BMPIX - Profunds - Basic Materials Ultrasector Profund Investor Class |
5 |
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares |
5 |
Aveo Capital Partners, LLC |
5 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
5 |
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
5 |
S&co Inc |
5 |
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
5 |
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P |
5 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 |
5 |
Annapolis Financial Services, LLC |
5 |
PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional |
5 |
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A |
5 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Government & High Quality Bond Account f/k/a Mortgage Securities Account Government & High Quality Bond Account Class 1 |
5 |
Nuveen High Income December 2018 Target Term Fund |
5 |
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A |
5 |
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
5 |
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A |
5 |
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class |
5 |
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I |
5 |
Nuveen High Income 2020 Target Term Fund |
5 |
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T |
5 |
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
5 |
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
5 |
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I |
5 |
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF |
5 |
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
5 |
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S |
5 |
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 |
5 |
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF |
5 |
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A |
5 |
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A |
5 |
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A |
5 |
Sound Shore Management Inc /ct/ |
5 |
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 |
5 |
LIVR - EA Series Trust - Intelligent Livermore ETF |
5 |
Gallacher Capital Management LLC |
5 |
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
5 |
Tiemann Investment Advisors, Llc |
5 |
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
5 |
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service |
5 |
Merrion Investment Management Co, LLC |
5 |
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A |
5 |
TRANSAMERICA SERIES TRUST - Transamerica PineBridge Inflation Opportunities VP Initial |
5 |
Securian Funds Trust - SFT T. Rowe Price Value Fund |
5 |
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A |
5 |
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N |
5 |
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A |
5 |
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 |
5 |
Psagot Investment House Ltd. |
5 |
SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares |
5 |
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
5 |
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
5 |
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
5 |
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
5 |
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class |
5 |
Summit Capital Management Llc |
5 |
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
5 |
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I |
5 |
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
5 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
5 |
IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A |
5 |
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
5 |
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I |
5 |
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares |
5 |
Barings Participation Investors |
5 |
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 |
5 |
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 |
5 |
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
5 |
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
5 |
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
5 |
Beaumont Financial Advisors, LLC |
5 |
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A |
5 |
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF |
5 |
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF |
5 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Emerging Markets Corporate Multi-Sector Account Portfolio |
5 |
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
5 |
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I |
5 |
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest |
5 |
LWOAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - International Opportunities Bond Fund Class A |
5 |
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
5 |
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF |
5 |
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
5 |
Mcmillion Capital Management Inc |
5 |
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A |
5 |
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A |
5 |
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
5 |
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
5 |
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
5 |
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
5 |
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z |
5 |
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
5 |
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund |
5 |
Trust Investment Advisors |
5 |
EFA - iSHARES TRUST - iShares MSCI EAFE ETF |
5 |
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund |
5 |
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF |
5 |
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
5 |
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I |
5 |
Trutina Financial LLC |
5 |
Riverview Capital Advisers, LLC |
5 |
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A |
5 |
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class |
5 |
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
5 |
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
5 |
GRATRY & Co LLC |
5 |
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A |
5 |
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
5 |
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
5 |
ARGT - Global X Funds - Global X MSCI Argentina ETF |
5 |
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF |
5 |
Wharton Business Group, LLC |
5 |
Monetary Management Group Inc |
5 |
FLCA - Franklin Templeton ETF Trust - Franklin FTSE Canada ETF |
5 |
BSW Wealth Partners |
5 |
Sonora Investment Management Group, LLC |
5 |
Stelac Advisory Services LLC |
5 |
Corsair Capital Management, L.p. |
5 |
Norinchukin Bank, The |
5 |
Bronson Point Management LLC |
5 |
Harraden Circle Investments, LLC |
5 |
Euclid Advisors LLC |
5 |
Lombard Odier & Cie (Canada), Limited Partnership |
5 |
Wedge Capital Management L L P/nc |
5 |
Boulder Hill Capital Management Lp |
5 |
Prosperity Consulting Group, LLC |
5 |
Rodgers Brothers Inc. |
5 |
Difesa Capital Management, Lp |
5 |
Aquila Investment Management LLC |
5 |
Mandatum Life Insurance Co Ltd |
5 |
TREBX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Bond Fund |
5 |
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class |
5 |
Tredje AP-fonden |
5 |
Pinnacle Wealth Management Advisory Group, LLC |
5 |
Capstone Financial Advisors, Inc. |
5 |
Taylor Asset Management Inc |
5 |
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A |
5 |
Physicians Financial Services, Inc. |
5 |
McQueen, Ball & Associates Inc. |
5 |
Norwood Financial Corp |
5 |
Bardin Hill Management Partners Lp |
5 |
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. |
5 |
Adirondack Research & Management Inc. |
5 |
Fayez Sarofim & Co |
5 |
Settian Capital LP |
5 |
Lebenthal Asset Management, LLC |
5 |
New Hampshire Trust |
5 |
Delphia (USA) Inc. |
5 |
Polymer Capital Management (US) LLC |
5 |
Ahl Investment Management, Inc. |
5 |
Naviter Wealth, LLC |
5 |
Goodman Advisory Group, LLC |
5 |
WS Portfolio Advisory, LLC |
5 |
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. |
5 |
Sterling Manor Financial, LLC |
5 |
Pimco Flexible Credit Income Fund |
5 |
Sarofim Fayez |
5 |
M&r Capital Management Inc |
5 |
Legacy Financial Group LLC |
5 |
Pimco Dynamic Credit & Mortgage Income Fund |
5 |
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I |
5 |
Basso Capital Management, L.p. |
5 |
RCEMX - Rimrock Funds Trust - Rimrock Emerging Markets Corporate Credit Fund |
5 |
Sage Mountain Advisors LLC |
5 |
EagleClaw Capital Managment, LLC |
5 |
Hamel Associates, Inc. |
5 |
Scoggin Management Lp |
5 |
Key Square Capital Management LLC |
5 |
Palo Capital, Inc. |
5 |
Salvus Wealth Management, LLC |
5 |
TrimTabs Asset Management, LLC |
5 |
GQJPX - Advisors' Inner Circle Fund III - GQG PARTNERS INTERNATIONAL QUALITY DIVIDEND INCOME FUND Investor Shares |
5 |
Fma Advisory Inc |
5 |
Glenview Trust Co |
5 |
Blockhouse Capital Management Lp |
5 |
Financial Freedom, LLC |
5 |
Moreno Evelyn V |
5 |
Wealth Advisory Solutions, LLC |
5 |
Canandaigua National Bank & Trust Co |
5 |
Cardan Capital Partners, LLC |
5 |
FFGX - FIDELITY COVINGTON TRUST - Fidelity Fundamental Global ex-U.S. ETF |
5 |
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
5 |
Himco Variable Insurance Trust |
5 |
Mason Street Advisors, Llc |
5 |
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
5 |
denkapparat Operations GmbH |
5 |
Fieldview Capital Management, LLC |
5 |
Mitchell Sinkler & Starr/pa |
5 |
Mill Creek Capital Advisors, LLC |
5 |
Andrew Hill Investment Advisors, Inc. |
5 |
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF |
5 |
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A |
5 |
Special Opportunities Fund, Inc. |
5 |
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
5 |
Contravisory Investment Management, Inc. |
5 |
Western Asset Management Company, LLC |
5 |
Banced Corp |
5 |
Oaktree Fund Advisors, LLC |
5 |
Linden Thomas Advisory Services, LLC |
5 |
Good Life Advisors, LLC |
5 |
Madison Covered Call & Equity Strategy Fund |
5 |
Chartwell Investment Partners/pa |
5 |
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail |
5 |
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
5 |
Walker Asset Management, LLC |
5 |
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
5 |
Oppenheimer Global Multi Strategies Fund |
5 |
BLB&B Advisors, LLC |
5 |
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF |
5 |
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares |
5 |
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A |
5 |
FirstPurpose Wealth LLC |
5 |
Hansberger Global Investors Inc/fl |
5 |
SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund |
5 |
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares |
5 |
FEGE - RBB Fund Trust - First Eagle Global Equity ETF |
5 |
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
5 |
FEOE - RBB Fund Trust - First Eagle Overseas Equity ETF |
5 |
UNIVEST FINANCIAL Corp |
5 |
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A |
5 |
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
5 |
Blackstone Group Inc |
5 |
Shinko Asset Management Co., Ltd. |
5 |
NTSE - WisdomTree Trust - WisdomTree Emerging Markets Efficient Core Fund N/A |
5 |
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
5 |
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares |
5 |
Petra Financial Advisors Inc |
5 |
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares |
5 |
Hilltop Park Associates LLC |
5 |
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF |
5 |
Bristlecone Advisors, LLC |
5 |
PNC Managed Account Solutions, Inc. |
5 |
Torch Wealth Management LLC |
5 |
Offit Capital Advisors Llc |
5 |
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares |
5 |
Genworth Financial Inc |
5 |
Brooklands Fund Management Ltd |
5 |
Mathes Company, Inc. |
5 |
Farmers Trust Co |
5 |
International Income Portfolio - International Income Portfolio |
5 |
Advent Claymore Convertible Securities & Income Fund Ii |
5 |
Karpus Management, Inc. |
5 |
Douglas Lane & Associates, LLC |
5 |
KAIBX - Ultimus Managers Trust - KARNER BLUE BIODIVERSITY IMPACT FUND Butterfly Class |
5 |
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
5 |
DT Investment Partners, LLC |
5 |
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
5 |
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M |
5 |
Klingenstein Fields & Co Lp |
5 |
State Of Michigan Retirement System |
5 |
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund |
5 |
Bray Capital Advisors |
5 |
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A |
5 |
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A |
5 |
Mfs Intermediate Income Trust |
5 |
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
5 |
MABOX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Bond Fund Class |
5 |
Cornerstone Financial Partners, LLC |
5 |
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF |
5 |
Graybill Bartz & Assoc Ltd |
5 |
BLI - Banque de Luxembourg Investments |
5 |
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class |
5 |
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund |
5 |
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
5 |
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF |
5 |
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
5 |
SILVER OAK SECURITIES, Inc |
5 |
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
5 |
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
5 |
Amici Capital, LLC |
5 |
Alambic Investment Management, L.P. |
5 |
Horizons Etf Trust I |
5 |
Wells Fargo Income Opportunities Fund |
5 |
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans |
5 |
CI Global Investments Inc. |
5 |
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
5 |
RBC Global Asset Management Inc. |
5 |
Lincoln Capital Corp |
5 |
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF |
5 |
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF |
5 |
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A |
5 |
Soviero Asset Management, LP |
5 |
WealthTrust Asset Management, LLC |
5 |
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
5 |
Morgan Stanley Income Securities Inc |
5 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
5 |
KAIIX - Ultimus Managers Trust - KARNER BLUE ANIMAL IMPACT FUND Institutional Class |
5 |
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
5 |
EA Series Trust |
5 |
Ivy High Income Opportunities Fund |
5 |
Relative Value Fund |
5 |
RPG Investment Advisory, LLC |
5 |
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
5 |
Heritage Trust Co |
5 |
Invst, LLC |
5 |
Kb Financial Partners, Llc |
5 |
Personal Capital Advisors Corp |
5 |
Vicus Capital |
5 |
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund |
5 |
Global Financial Private Capital, LLC |
5 |
Lee Johnson Capital Management, Llc |
5 |
ARB - AltShares Trust - AltShares Merger Arbitrage ETF |
5 |
Madison Investment Advisors, LLC |
5 |
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I |
5 |
Muzinich & Co., Inc. |
5 |
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF |
5 |
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF |
5 |
W.G. Shaheen & Associates DBA Whitney & Co |
5 |
Segment Wealth Management, LLC |
5 |
Arrow Investments Trust - Arrow DWA Country Rotation ETF |
5 |
EYLD - Cambria ETF Trust - Cambria Emerging Shareholder Yield ETF |
5 |
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A |
5 |
Persistent Asset Partners Ltd |
5 |
Orca Investment Management, LLC |
5 |
Regency Capital Management Inc.\DE |
5 |
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
5 |
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares |
5 |
1620 Investment Advisors, Inc. |
5 |
Stonnington Group, Llc |
5 |
CSM Advisors, LLC |
5 |
Henderson Global Funds |
5 |
First Financial Equity Corporation |
5 |
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund |
5 |
Putnam Fund For Growth & Income |
5 |
Capstone Series Fund Inc |
5 |
Blackrock Cori Funds |
5 |
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
5 |
Clarity Financial LLC |
5 |
Monument Capital Management |
5 |
Tema ETF Trust - Tema Global Royalties ETF |
5 |
Coastline Trust Co |
5 |
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF |
5 |
Waterloo Capital, L.P. |
5 |
Cfs, Llc |
5 |
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C |
5 |
Schmidt P J Investment Management Inc |
5 |
DeDora Capital, Inc. |
5 |
Peoples Bank/KS |
5 |
Koss-Olinger Consulting, LLC |
5 |
Ford Financial Group, LLC |
5 |
Carillon Tower Advisers, Inc. |
5 |
Pallas Capital Advisors LLC |
5 |
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I |
5 |
Cubic Asset Management, LLC |
5 |
Marquette Asset Management, LLC |
5 |
PIMCO Flexible Emerging Markets Income Fund |
5 |
Monroe Bank & Trust/mi |
5 |
Tufton Capital Management |
5 |
ABEQ - Unified Series Trust - Absolute Core Strategy Etf |
5 |
Highland Capital Management Lp |
5 |
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
5 |
Oasis Management Co Ltd. |
5 |
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
5 |
EFIX - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Emerging Markets Debt ETF |
5 |
Athos Capital Ltd |
5 |
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares |
5 |
Providence First Trust Co |
5 |
Regal Wealth Group, Inc. |
5 |
Widmann Financial Services, Inc. |
5 |
IPTRX - NORTHERN LIGHTS FUND TRUST III - Pinnacle TrendRating Innovative Equity Fund Class I |
5 |
MOATX - PFS FUNDS - Castle Focus Fund Investor |
5 |
AlphaStar Capital Management, LLC |
5 |
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund |
5 |
Tiedemann Advisors, Llc |
5 |
Athena Capital Advisors Llc |
5 |
Tiaa, Fsb |
5 |
Summit X, LLC |
5 |
MFLDX - TRUST FOR PROFESSIONAL MANAGERS - Marketfield Fund - Class I |
5 |
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF |
5 |
West Paces Advisors Inc. |
5 |
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF |
5 |
Bb&t Investment Services, Inc. |
5 |
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
5 |
Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 |
5 |
Osborn Rohs Williams & Donohoe Ltd |
5 |
OmniStar Financial Group, Inc. |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class |
5 |
Kempen Capital Management N.v. |
5 |
Emerald Mutual Fund Advisers Trust |
5 |
DARP - Tidal Trust II - Grizzle Growth ETF |
5 |
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
5 |
Signature Wealth Management Group |
5 |
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund |
5 |
Parsec Financial Management, Inc. |
5 |
Nwq Investment Management Company, Llc |
5 |
F3Logic, LLC |
5 |
Caz Investments Lp |
5 |
CALAMOS INVESTMENT TRUST/IL - Calamos International Small Cap Growth Fund Class C |
5 |
Emerald Advisers, Llc |
5 |
Systematic Alpha Investments, LLC |
5 |
Ceredex Value Advisors LLC |
5 |
del Rey Global Investors, LLC |
5 |
Miller Howard Investments Inc /ny |
5 |
Ziegler Capital Management, LLC |
5 |
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
5 |
Sabadell Asset Management, S.A S.G.I.I.C |
5 |
Capstone Financial Group, Inc. |
5 |
Iron Financial, LLC |
5 |
Lourd Capital, LLC |
5 |
Cognios Capital, LLC |
5 |
Boyer & Corporon Wealth Management, LLC |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
5 |
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
5 |
Baskin Financial Services Inc. |
5 |
Turtle Creek Wealth Advisors, LLC |
5 |
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
5 |
Beaumont Financial Partners, LLC |
5 |
Equitable Trust Co |
5 |
Cozad Asset Management Inc |
5 |
Northpointe Capital Llc |
5 |
Kanen Wealth Management LLC |
5 |
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
5 |
Novem Group |
5 |
Chung Wu Investment Group, LLC |
5 |
Tempus Wealth Planning, LLC |
5 |
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF |
5 |
PEMSX - PIONEER SERIES TRUST XIV - Pioneer Emerging Markets Equity Fund : Class Y |
5 |
Cooper Financial Group |
5 |
Nachman Norwood & Parrott, Inc |
5 |
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF |
5 |
FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares |
5 |
Goelzer Investment Management, Inc. |
5 |
Grandview Asset Management LLC |
5 |
Global Thematic Partners, LLC |
5 |
KCS Wealth Advisory |
5 |
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
5 |
Drummond Knight Asset Management Pty Ltd |
5 |
Andina Capital Management, LLC |
5 |
Delphi Private Advisors LLC |
5 |
Viking Fund Management Llc |
5 |
Mizuho Securities Usa Llc |
5 |
Hennessy Advisors Inc |
5 |
FLC Capital Advisors |
5 |
University Of Texas/texas Am Investment Managment Co |
5 |
Reston Wealth Management Llc |
5 |
Arabesque Asset Management Ltd |
5 |
Sphinx Trading, Lp |
5 |
Alleghany Corp /de |
5 |
Clear Investment Research, Llc |
5 |
Wellesley Asset Management |
5 |
Family Firm, Inc. |
5 |
Oberweis Asset Management Inc/ |
5 |
Galibier Capital Management Ltd. |
5 |
Townsend & Associates, Inc |
5 |
Resonant Capital Advisors, LLC |
5 |
Innealta Capital, Llc |
5 |
Wealth Management Associates, Inc. |
5 |
Twin Lakes Capital Management, LLC |
5 |
Ashford Capital Management Inc |
5 |
Ntv Asset Management Llc |
5 |
Promus Capital, LLC |
5 |
Ostrum Asset Management |
5 |
Spinnaker Trust |
5 |
Lehman & Derafelo Financial Resources LLC |
5 |
Equitec Specialists, Llc |
5 |
Deseret Mutual Benefit Administrators |
5 |
GK Wealth Management LLC |
5 |
Clal Insurance Enterprises Holdings Ltd |
5 |
Pacific Capital Wealth Advisors, Inc |
5 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund |
5 |
Pingora Partners LLC |
5 |
Mpwm Advisory Solutions, Llc |
5 |
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund |
5 |
Edge Capital Group, LLC |
5 |
New Age Alpha Advisors, LLC |
5 |
Benchmark Capital Advisors |
5 |
Salient Capital Advisors, LLC |
5 |
Biltmore Capital Advisors LLC |
5 |
O'Brien Greene & Co. Inc |
5 |
Archetype Wealth Partners |
5 |
EFG Asset Management (Americas) Corp. |
5 |
Cohanzick Management, Llc |
5 |
Sassicaia Capital Advisers Llc |
5 |
Centric Wealth Management |
5 |
Machina Capital S.a.s. |
5 |
Delphi Management Inc /ma/ |
5 |
KG&L Capital Management,LLC |
5 |
Colonial River Wealth Management, LLC |
5 |
Aristotle Capital Management, LLC |
5 |
Opseu Pension Plan Trust Fund |
5 |
Lake Street Financial Llc |
5 |
Hoxton Financial, Inc. |
5 |
Wintrust Investments Llc |
5 |
Fedenia Advisers LLC |
5 |
Amia Capital LLP |
5 |
Zeke Capital Advisors, Llc |
5 |
Texan Capital Management |
5 |
Fort Sheridan Advisors Llc |
5 |
Degroof Petercam Asset Management |
5 |
Staley Capital Advisers Inc |
5 |
RBA Wealth Management, LLC |
5 |
Austin Private Wealth, LLC |
5 |
DCF Advisers, LLC |
5 |
Arden Trust Co |
5 |
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF |
5 |
Enterprise Trust & Investment Co |
5 |
Welch & Forbes Llc |
5 |
VR Advisory Services Ltd |
5 |
1776 Wealth LLC |
5 |
CBIZ Investment Advisory Services, LLC |
5 |
Pecaut & Co. |
5 |
AMJ Financial Wealth Management |
5 |
EdgeRock Capital LLC |
5 |
Wells Fargo Utilities & High Income Fund |
5 |
Wbi Investments, Inc. |
5 |
Rs Variable Products Trust |
5 |
Berwyn Funds |
5 |
Strategic Global Income Fund Inc |
5 |
SMITH HAYES Advisers, Inc |
5 |
Bond Portfolio Ii |
5 |
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. |
5 |
Aip Series Trust |
5 |
Plaisance Capital LLC |
5 |
First Interstate Bancsystem Inc |
5 |
Tatro Capital, LLC |
5 |
Aspect Partners, LLC |
5 |
Aurora Private Wealth, Inc. |
5 |
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
5 |
Nuveen Global Income Opportunities Fund |
5 |
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A |
5 |
PFG Advisors |
5 |
LifeSteps Financial, Inc. |
5 |
Shah Capital Management |
5 |
MBE Wealth Management, LLC |
5 |
Parametric Market Neutral Portfolio |
5 |
Premier Fund Managers Ltd |
5 |
Smith, Salley & Associates |
5 |
Sanibel Captiva Trust Company, Inc. |
5 |
Ambassador Advisors, LLC |
5 |
Montgomery Investment Management Inc |
5 |
Ascend Capital, Llc |
5 |
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
5 |
JOMEX - JOHCM Funds Trust - JOHCM Emerging Markets Small Mid Cap Equity Fund Class Z Shares |
5 |
Vima Llc |
5 |
Chemical Bank |
5 |
Cooperman Leon G |
5 |
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A |
5 |
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
5 |
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
5 |
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
5 |
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M |
5 |
JINTX - JOHNSON MUTUAL FUNDS TRUST - Johnson International Fund |
5 |
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
5 |
Columbia Asset Management |
5 |
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
5 |
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 |
5 |
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
5 |
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF |
5 |
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF |
5 |
BSBE - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 USD Emerging Markets Debt ETF |
5 |
HRITX - Manager Directed Portfolios - Hood River International Opportunity Fund Retirement Shares |
5 |
Quadrature Capital LLP |
5 |
Killen Group Inc |
5 |
EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF |
5 |
Sterneck Capital Management, LLC |
5 |
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A |
5 |
Transcendent Capital Group LLC |
5 |
EZA - iShares, Inc. - iShares MSCI South Africa ETF |
5 |
Sfmg, Llc |
5 |
EPU - iSHARES TRUST - iShares MSCI Peru ETF |
5 |
LBA Wealth Management, LLC |
5 |
Jnl Series Trust - Jnl/goldman Sachs Emerging Markets Debt Fund (a) |
5 |
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
5 |
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF |
5 |
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class |
5 |
A. D. Beadell Investment Counsel, Inc. |
5 |
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) |
5 |
British Airways Pensions Investment Management Ltd |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class |
5 |
Thornburg Income Builder Opportunities Trust |
5 |
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) |
5 |
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio |
5 |
LVW Advisors, LLC |
5 |
Mad River Investors |
5 |
Philadelphia Financial Management of San Francisco, LLC |
5 |
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A |
5 |
Voya Global Equity Dividend & Premium Opportunity Fund |
5 |
BlackRock ESG Capital Allocation Trust |
5 |
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) |
5 |
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
5 |
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio |
5 |
Kiwi Wealth Investments Limited Partnership |
5 |
First National Trust Co |
5 |
Princeton Capital Management Llc |
5 |
Cambria Investment Management, L.P. |
5 |
Hager Investment Management Services, Llc |
5 |
InterOcean Capital, LLC |
5 |
Roble, Belko & Company, Inc |
5 |
GCCHX - GMO TRUST - GMO Climate Change Fund Class III |
5 |
NOINX - Northern Funds - Northern International Equity Index Fund |
5 |
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
5 |
Granite Point Capital Management, L.P. |
5 |
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF |
5 |
Catalina Capital Group, LLC |
5 |
Main Street Research LLC |
5 |
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio |
5 |
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class |
5 |
Hoese & Co LLP |
5 |
GHVIX - GMO TRUST - GMO High Yield Fund Class VI |
5 |
MXDE - ETF Series Solutions - Nationwide Maximum Diversification Emerging Markets Core Equity ETF |
5 |
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio |
5 |
JHVIX - John Hancock Funds II - International Value Fund Class NAV |
5 |
Goldentree Asset Management Lp |
5 |
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
5 |
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class |
5 |
Beach Investment Counsel Inc/pa |
5 |
Exor N.V. |
5 |
Icc Capital Management Inc/ |
5 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
5 |
General Electric Co |
5 |
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A |
5 |
FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares |
5 |
CR Intrinsic Investors, LLC |
5 |
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio |
5 |
Brown Advisory Securities, LLC |
5 |
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
5 |
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
5 |
Claris Advisors, Llc / Mo / |
5 |
Seizert Capital Partners, Llc |
5 |
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
5 |
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio |
5 |
Evelyn Partners Investment Management Services Ltd |
5 |
Capital Group Private Client Services, Inc. |
5 |
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio |
5 |
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
5 |
Pacific Heights Asset Management Llc |
5 |
Fiduciary Financial Group, Llc |
5 |
Ulland Investment Advisors, LLC |
5 |
Afam Capital, Inc. |
5 |
Family Management Corp |
5 |
Abn Amro Investment Solutions |
5 |
PACIFIC SELECT FUND - Emerging Markets Portfolio Class I |
5 |
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class |
5 |
Manikay Partners, LLC |
5 |
Generate Investment Management Ltd |
5 |
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
5 |
Bocage Capital, LLC |
5 |
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional |
5 |
J.P. Marvel Investment Advisors, LLC |
5 |
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
5 |
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
5 |
EVLU - iSHARES TRUST - iShares MSCI Emerging Markets Value Factor ETF |
5 |
Cowen Prime Services LLC |
5 |
Bellecapital International Ltd. |
5 |
SEMDX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Emerging Markets Debt Fund Class I |
5 |
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF |
5 |
CoreFirst Bank & Trust |
5 |
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF |
5 |
Heritage Wealth Management, Inc. |
5 |
Investors Financial Group, LLC |
5 |
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
5 |
Securian Asset Management, Inc |
5 |
Courier Capital Llc |
5 |
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares |
5 |
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 |
5 |
Pimco Corporate & Income Strategy Fund |
5 |
Citizens Business Bank |
5 |
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A |
5 |
Nuveen Short Duration Credit Opportunities Fund |
5 |
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
5 |
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
5 |
EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF |
5 |
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
5 |
SLANX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Latin America Equity Fund Class A |
5 |
BPEMX - RBB FUND, INC. - Boston Partners Emerging Markets Fund Institutional Class |
5 |
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class |
5 |
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
5 |
BELSX - RBB FUND, INC. - Boston Partners Emerging Markets Long/Short Fund Institutional Class |
5 |
Oppenheimer Corporate Bond Fund |
5 |
PACA - DBX ETF TRUST - Xtrackers MSCI Latin America Pacific Alliance ETF |
5 |
Meridian Investment Counsel Inc. |
5 |
SERAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS World Dividend Fund Class A |
5 |
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund |
5 |
JGBIX - JANUS INVESTMENT FUND - Janus Henderson Global Bond Fund Class I |
5 |
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
5 |
Pimco High Income Fund |
5 |
DYAPX - BNY MELLON STOCK FUNDS - BNY Mellon International Small Cap Fund Class A |
5 |
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class |
5 |
ASIHX - American Century Investment Trust - Strategic Income Fund C Class |
5 |
DOFAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Strategic Beta Emerging Markets Equity Fund Class A |
5 |
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A |
5 |
Paragon Capital Management Inc |
5 |
Morningstar Investment Services LLC |
5 |
Polar Capital Holdings Plc |
5 |
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
5 |
TIOCX - TRANSAMERICA FUNDS - Transamerica Inflation Opportunities C |
5 |
KARS - Krane Shares Trust - KraneShares Electric Vehicles and Future Mobility Index ETF |
5 |
MEOAX - MAINSTAY FUNDS TRUST - MainStay MacKay Emerging Markets Equity Fund Class A |
5 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class |
5 |
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A |
5 |
Q Global Advisors, LLC |
5 |
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
5 |
Weaver C. Barksdale & Associates, Inc. |
5 |
Augustine Asset Management Inc |
5 |
Typenex Co-Investment, LLC |
4 |
Arosa Capital Management LP |
4 |
Maplelane Capital, Llc |
4 |
Lifeworks Advisors, LLC |
4 |
RCF Management L.L.C. |
4 |
Railway Pension Investments Ltd |
4 |
PACIFIC SELECT FUND - Intermediate Bond Portfolio I |
4 |
Good Harbor Financial, LLC |
4 |
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP |
4 |
Hecla Mining Co/de/ |
4 |
Foster Dykema Cabot & Co Inc/ma |
4 |
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
4 |
Mariner Wealth Advisors-NYC, LLC |
4 |
Gibson Wealth Advisors LLC |
4 |
Lomas Capital Management, LLC |
4 |
Eagle Rock Investment Company, Llc |
4 |
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF |
4 |
Valley National Bancorp |
4 |
Alpine Associates Advisors |
4 |
Central Asset Investments & Management Holdings (HK) Ltd |
4 |
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund |
4 |
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia |
4 |
Oak Thistle LLC |
4 |
Surience Private Wealth Llc |
4 |
Adams Natural Resources Fund, Inc. |
4 |
J2 Capital Management Inc |
4 |
Rockshelter Capital Management Llc |
4 |
ADAR Investment Management LP |
4 |
OEQAX - Brookfield Investment Funds - Oaktree Emerging Markets Equity Fund Class A |
4 |
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF |
4 |
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
4 |
Coronation Fund Managers Ltd. |
4 |
VPR Management LLC |
4 |
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K |
4 |
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia |
4 |
McGowan Group Asset Management, Inc. |
4 |
SPRX - Listed Funds Trust - Spear Alpha ETF |
4 |
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
4 |
Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares |
4 |
Strategic Capital Group LLC |
4 |
Woodbine Capital Advisors LP |
4 |
EMG Holdings, L.P. |
4 |
Fortress Private Ledger, Llc |
4 |
Oaktree Diversified Income Fund Inc. |
4 |
Peregrine Capital Management Llc |
4 |
Strong Tower Advisory Services |
4 |
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A |
4 |
SPC - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Pre-Merger SPAC ETF |
4 |
Karlinski Andrew C |
4 |
Howard Hughes Medical Institute |
4 |
Everest Capital Llc |
4 |
Meru Capital Group, LP |
4 |
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares |
4 |
First Bank & Trust |
4 |
Norway Savings Bank |
4 |
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF |
4 |
Benson Investment Management Company, Inc. |
4 |
First Command Financial Services, Inc. |
4 |
PEAPX - PRINCIPAL FUNDS INC - International Emerging Markets Fund R-3 |
4 |
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
4 |
Godshalk Welsh Capital Management, Inc. |
4 |
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
4 |
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF |
4 |
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
4 |
Millburn Ridgefield Corp |
4 |
Cavalier Investments, LLC |
4 |
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares |
4 |
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
4 |
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares |
4 |
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares |
4 |
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA |
4 |
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares |
4 |
GenTrust, LLC |
4 |
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF |
4 |
Kettle Hill Capital Management, Llc |
4 |
Bastion Asset Management Inc. |
4 |
Gainplan LLC |
4 |
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV |
4 |
Matarin Capital Management, LLC |
4 |
J.Safra Asset Management Corp |
4 |
FDO Partners, LLC |
4 |
Capital Income Builder |
4 |
Riversville Capital, Inc. |
4 |
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class |
4 |
Nantahala Capital Management, LLC |
4 |
Bristol Advisors, LLC |
4 |
HCR Wealth Advisors |
4 |
Paradigm Financial Advisors, LLC |
4 |
Vantis Investment Advisers L.P. |
4 |
City Financial Investment Co Ltd |
4 |
Florence Capital Advisors, LLC |
4 |
Avos Capital Management, LLC |
4 |
Lansing Street Advisors |
4 |
Shepherd Financial Partners LLC |
4 |
Granite Investment Partners, LLC |
4 |
Emfo, Llc |
4 |
Country Club Bank /gfn |
4 |
Marshall & Sterling Wealth Advisors Inc. |
4 |
Fund Management at Engine No. 1 LLC |
4 |
Cable Car Capital LLC |
4 |
Sageworth Trust Co of South Dakota |
4 |
Advisors Management Group Inc /adv |
4 |
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
4 |
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF |
4 |
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF |
4 |
CENTX - NORTHERN LIGHTS FUND TRUST III - Centerstone Investors Fund Class I |
4 |
Saddle Road Partners, LLC |
4 |
Dimension Capital Management Llc |
4 |
Sunnymeath Asset Management, Inc. |
4 |
Quantum Private Wealth, LLC |
4 |
AXS Investments LLC |
4 |
Better Money Decisions, LLC |
4 |
Mitsubishi UFJ Asset Management (UK) Ltd. |
4 |
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
4 |
Precision Wealth Strategies, LLC |
4 |
Delta Lloyd Asset Management N.v. |
4 |
Talkot Capital, LLC |
4 |
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF |
4 |
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF |
4 |
Ferris Capital, Llc |
4 |
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF |
4 |
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional |
4 |
IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF |
4 |
FEEM - FLEXSHARES TRUST - FlexShares ESG & Climate Emerging Markets Core Index Fund |
4 |
Del Mar Asset Management, LP |
4 |
Canada Post Corp Registered Pension Plan |
4 |
Cito Capital Group, LLC |
4 |
Joule Financial, LLC |
4 |
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF |
4 |
Valley Brook Capital Group, Inc. |
4 |
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
4 |
Indus Capital Partners, Llc |
4 |
SHCDX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Emerging Markets Corporate Debt Fund Class I |
4 |
Tower View Investment Management & Research LLC |
4 |
Ewing Morris & Co. Investment Partners Ltd. |
4 |
State Farm Mutual Automobile Insurance Co |
4 |
DC Investments Management, LLC |
4 |
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
4 |
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund |
4 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Emerging Markets Local Multi-Sector Account Portfolio |
4 |
Kingstone Capital Partners Texas, LLC |
4 |
Strategic Global Advisors, LLC |
4 |
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A |
4 |
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV |
4 |
First Business Financial Services, Inc. |
4 |
Affinity Investment Advisors, Llc |
4 |
Ritter Daniher Financial Advisory LLC / DE |
4 |
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A |
4 |
PartnerRe Asset Management CORP |
4 |
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A |
4 |
Quadrant Private Wealth Management, LLC |
4 |
Armis Advisers, LLC |
4 |
Waterfront Wealth Inc. |
4 |
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio |
4 |
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF |
4 |
Standard Family Office LLC |
4 |
East Coast Asset Management, LLC. |
4 |
Piermont Capital Management LLC |
4 |
Voya Senior Income Fund |
4 |
Lyons Wealth Management, LLC. |
4 |
Amcap Fund |
4 |
Meiji Yasuda Asset Management Co Ltd. |
4 |
Westover Capital Advisors, LLC |
4 |
Breithorn Capital Management |
4 |
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
4 |
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund |
4 |
S. Muoio & Co. Llc |
4 |
Sentinel Asset Management, Inc. |
4 |
Harvard Management Co Inc |
4 |
Proxima Capital Management, LLC |
4 |
Parametric Risk Advisors LLC |
4 |
Ksa Capital Management, Llc |
4 |
Ayalon Holdings Ltd. |
4 |
JIRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF |
4 |
Oppenheimer Rochester California Municipal Fund |
4 |
New York Life Investments Alternatives |
4 |
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF |
4 |
Sovereign Financial Group, Inc. |
4 |
Resolute Advisors LLC |
4 |
Venator Capital Management Ltd. |
4 |
Mcdonald Partners Llc |
4 |
Anderson Hoagland & Co |
4 |
FICMX - FEDERATED GOVERNMENT INCOME TRUST - FEDERATED GOVERNMENT INCOME TRUST Institutional Shares |
4 |
Curbstone Financial Management Corp |
4 |
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class |
4 |
EELDX - Eaton Vance Series Fund, Inc - Eaton Vance Emerging Markets Debt Opportunities Fund Class R6 |
4 |
FEDERATED CORE TRUST - Federated Mortgage Core Portfolio |
4 |
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class |
4 |
Park Square Financial Group, LLC |
4 |
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
4 |
SEEM - SEI Exchange Traded Funds - SEI Select Emerging Markets Equity ETF |
4 |
Warther Private Wealth, LLC |
4 |
Richards, Merrill & Peterson, Inc. |
4 |
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A |
4 |
Td Asset Management Usa Funds Inc. |
4 |
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class |
4 |
B&D White Capital Company, LLC |
4 |
Pennsylvania Trust Co |
4 |
Harding Loevner Lp |
4 |
Mitchell Mcleod Pugh & Williams Inc |
4 |
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
4 |
Palisade Asset Management, LLC |
4 |
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class |
4 |
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A |
4 |
Lucus Advisors Llc |
4 |
Sandbox Financial Partners, LLC |
4 |
Efficient Market Advisors, LLC |
4 |
Copia Wealth Management |
4 |
Bremer Trust National Association |
4 |
Eaton Vance Floating-rate 2022 Target Term Trust |
4 |
Flat Footed LLC |
4 |
Stonebridge Capital Management Inc |
4 |
Ninety One North America, Inc. |
4 |
Cary Street Partners Asset Management Llc |
4 |
Ferguson Wellman Capital Management, Inc |
4 |
Nuveen Tax Advantaged Total Return Strategy Fund |
4 |
Nuveen Diversified Dividend & Income Fund |
4 |
Greenwich Wealth Management LLC |
4 |
Laurel Wealth Planning LLC |
4 |
Alta Wealth Advisors LLC |
4 |
Stratton Management Co |
4 |
Taylor Wealth Management Partners |
4 |
ION - PROSHARES TRUST - ProShares S&P Global Core Battery Metals ETF |
4 |
DSC Advisors, L.P. |
4 |
Trium Capital LLP |
4 |
American Funds Fundamental Investors |
4 |
Latitude Advisors, LLC |
4 |
Baker Tilly Financial, Llc |
4 |
Davis-rea Ltd. |
4 |
Foster & Motley Inc |
4 |
Ethos Financial Group, LLC |
4 |
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I |
4 |
King Wealth |
4 |
Stableford Capital Ii Llc |
4 |
Fairtree Asset Management (Pty) Ltd |
4 |
Koesten, Hirschmann & Crabtree, INC. |
4 |
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund |
4 |
Gallagher Fiduciary Advisors, LLC |
4 |
EQCHX - Equinox Funds Trust - Equinox Chesapeake Strategy Fund Class I |
4 |
Jnl Strategic Income Fund Llc |
4 |
Marshall Financial Group LLC |
4 |
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF |
4 |
Cohen & Steers Global Income Builder, Inc |
4 |
Capstone Triton Financial Group, LLC |
4 |
Arista Wealth Management, LLC |
4 |
Pimco Global Stocksplus & Income Fund |
4 |
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
4 |
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) |
4 |
Zazove Convertible Securities Fund Inc |
4 |
Compass Rose Asset Management, LP |
4 |
Adirondack Retirement Specialists, Inc. |
4 |
HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
4 |
Doheny Asset Management /ca |
4 |
Cercano Management LLC |
4 |
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
4 |
Beverly Hills Private Wealth, LLC |
4 |
Hanlon Investment Management, Inc. |
4 |
Kassirer Asset Management Corp |
4 |
Garda Capital Partners Lp |
4 |
KIFAX - Forward Funds - Salient Select Income Fund Class A |
4 |
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
4 |
Transamerica Partners Portfolios |
4 |
ISAM Funds (UK) Ltd |
4 |
Transamerica Partners Funds Group Ii |
4 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
4 |
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
4 |
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
4 |
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A |
4 |
Kempner Capital Management Inc. |
4 |
Transamerica Partners Funds Group |
4 |
Merriman Wealth Management, LLC |
4 |
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional |
4 |
CBSE - Elevation Series Trust - Clough Select Equity ETF |
4 |
Capital Group Investment Management Pte. Ltd. |
4 |
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional |
4 |
Patton Albertson Miller Group, Llc |
4 |
CBLS - Elevation Series Trust - Clough Hedged Equity ETF |
4 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
4 |
Daiwa SB Investments Ltd. |
4 |
Aspetuck Financial Management LLC |
4 |
Lawson Kroeker Investment Management Inc/ne |
4 |
Vontobel Asset Management Inc |
4 |
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
4 |
Alden Global Capital LLC |
4 |
Pure Financial Advisors, Inc. |
4 |
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
4 |
Gateway Wealth Partners, LLC |
4 |
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y |
4 |
Cullinan Associates Inc |
4 |
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I |
4 |
Senator Investment Group LP |
4 |
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
4 |
Iowa State Bank |
4 |
Ruedi Wealth Management, Inc. |
4 |
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF |
4 |
Tipp Hill Capital Management LLC |
4 |
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
4 |
Filament LLC |
4 |
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. |
4 |
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund |
4 |
Mountain Hill Investment Partners Corp. |
4 |
Builder Investment Group Inc /adv |
4 |
Stone Harbor Emerging Markets Income Fund |
4 |
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
4 |
Oppenheimer International Equity Fund |
4 |
P.R. Herzig & Co. Inc. |
4 |
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
4 |
Howard Capital Management |
4 |
Donald L. Hagan, LLC |
4 |
Pioneer Floating Rate Trust |
4 |
TGFRX - TANAKA FUNDS INC - TANAKA Growth Fund Class R |
4 |
Bft Financial Group, Llc |
4 |
Parasol Investment Management, LLC |
4 |
Lakewood Asset Management LLC |
4 |
New Century Investment Management, Inc |
4 |
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
4 |
ABASX - AB TRUST - AB Discovery Value Fund Class A |
4 |
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund |
4 |
Sentinel Variable Products Trust |
4 |
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
4 |
Millstone Evans Group, LLC |
4 |
Appleton Partners Inc/ma |
4 |
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
4 |
Marathon Asset Management Llp |
4 |
Fdp Series, Inc. |
4 |
VSM Wealth Advisory, LLC |
4 |
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P |
4 |
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
4 |
Concorde Asset Management, LLC |
4 |
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
4 |
FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund |
4 |
Opus Trading Fund LLC |
4 |
ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
4 |
Strategic Advisors LLC |
4 |
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A |
4 |
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF |
4 |
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
4 |
Dfa Investment Trust Co - The U.s. Large Cap Value Series |
4 |
40 North Management LLC |
4 |
First Trust High Income Long/short Fund |
4 |
Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio |
4 |
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
4 |
Zrc Wealth Management, Llc |
4 |
Oppenheimer Master International Value Fund, Llc |
4 |
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
4 |
Highline Capital Management, L.p. |
4 |
Resolute Wealth Strategies, LLC |
4 |
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
4 |
Perkins Capital Management Inc |
4 |
Jolley Asset Management, LLC |
4 |
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
4 |
Flagship Wealth Advisors, Llc |
4 |
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF |
4 |
Independence Trust CO |
4 |
Barrett & Company, Inc. |
4 |
BP Capital Management L P |
4 |
Consolidated Portfolio Review Corp |
4 |
IMG Wealth Management, Inc. |
4 |
Isthmus Partners, Llc |
4 |
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares |
4 |
Aberdeen Australia Equity Fund Inc |
4 |
Shamrock Asset Management LLC |
4 |
MINCX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA STRATEGIC INCOME FUND Institutional Class Shares |
4 |
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A |
4 |
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF |
4 |
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A |
4 |
TradeLink Capital LLC |
4 |
PCA Investment Advisory Services Inc. |
4 |
Advanced Portfolio Management, LLC |
4 |
Caliber Wealth Management, LLC / KS |
4 |
Trivant Custom Portfolio Group, LLC |
4 |
Becker Capital Management Inc |
4 |
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf |
4 |
Rivernorth Opportunities Fund, Inc. |
4 |
Messner & Smith Theme Value Investment Management Ltd /ca/ |
4 |
Clough Global Equity Fund |
4 |
Clough Global Dividend & Income Fund |
4 |
SNOAX - TRUST FOR PROFESSIONAL MANAGERS - Snow Capital Long/Short Opportunity Fund - Class A Shares |
4 |
Clough Global Opportunities Fund |
4 |
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
4 |
Davy Global Fund Management Ltd |
4 |
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio |
4 |
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
4 |
Oaktree Funds |
4 |
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class |
4 |
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares |
4 |
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares |
4 |
SAVIX - UNIFIED SERIES TRUST - Symons Value Institutional Fund Symons Value Institutional |
4 |
Atala Financial Inc |
4 |
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
4 |
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF |
4 |
Primecap Management Co/ca/ |
4 |
Colrain Capital Llc |
4 |
Integre Asset Management, LLC |
4 |
GAST - Gabelli ETFs Trust - Gabelli Automation ETF |
4 |
Allen Investment Management LLC |
4 |
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
4 |
MOWNX - Northern Lights Fund Trust IV - Moerus Worldwide Value Fund Class N |
4 |
ATAFX - ADVISORS SERIES TRUST - American Trust Allegiance Fund Investor Class |
4 |
Legg Mason Asset Management (Japan) Co., Ltd. |
4 |
Capital Impact Advisors, LLC |
4 |
ROCKX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Equity Allocation Fund - Institutional Class Shares |
4 |
American Investment Services, Inc. |
4 |
Turner Funds |
4 |
Quantum Capital Management |
4 |
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
4 |
Jd Capital Management Llc |
4 |
Mason Capital Management Llc |
4 |
SFY - Tidal ETF Trust - SoFi Select 500 ETF |
4 |
SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
4 |
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
4 |
SSIFX - SATURNA INVESTMENT TRUST - Sextant International Fund Investor Shares |
4 |
CPTNX - American Century Government Income Trust - Government Bond Fund Investor Class |
4 |
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund |
4 |
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
4 |
Ivory Investment Management, Llc |
4 |
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A |
4 |
Martin Currie Ltd |
4 |
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I |
4 |
Lucas Capital Management |
4 |
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF |
4 |
Deroy & Devereaux Private Investment Counsel Inc |
4 |
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O |
4 |
Crawford Fund Management, LLC |
4 |
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class |
4 |
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares |
4 |
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A |
4 |
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF |
4 |
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
4 |
Franklin Templeton ETF Trust - Franklin Income Focus ETF |
4 |
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
4 |
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
4 |
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
4 |
Country Club Trust Company, n.a. |
4 |
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares |
4 |
Douglas C. Lane & Associates, Inc. |
4 |
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I |
4 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
4 |
FYLD - Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF |
4 |
SURFX - LEE FINANCIAL MUTUAL FUND, INC. - Hawaii Municipal Fund Investor Class |
4 |
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund |
4 |
Marketocracy Funds |
4 |
Pacholder High Yield Fund Inc |
4 |
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
4 |
Spectrum Asset Management, Inc. (NB/CA) |
4 |
Field & Main Bank |
4 |
Thomasville National Bank |
4 |
VestGen Advisors, LLC |
4 |
Asia Research & Capital Management Ltd |
4 |
Queen's Road Capital Investment Ltd. |
4 |
Castle Rock Wealth Management, LLC |
4 |
Core Alternative Capital |
4 |
Successful Portfolios LLC |
4 |
DDD Partners, LLC |
4 |
CHURCHILL MANAGEMENT Corp |
4 |
Holistic Financial Partners |
4 |
Taylor Hoffman Wealth Management |
4 |
Redwood Investment Management, Llc |
4 |
BancorpSouth Bank |
4 |
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A |
4 |
Randolph Co Inc |
4 |
ASFIX - FORUM FUNDS - Absolute Strategies Fund Institutional Shares |
4 |
Midwest Professional Planners, LTD. |
4 |
Congress Park Capital LLC |
4 |
Financial Security Advisor, Inc. |
4 |
Blackthorn Investment Group Llc |
4 |
Alphasimplex Group, Llc |
4 |
Woodley Farra Manion Portfolio Management Inc |
4 |
Hamilton Capital, LLC |
4 |
Syntax Research, Inc. |
4 |
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF |
4 |
Fluent Financial, LLC |
4 |
Rogco, Lp |
4 |
NWF Advisory Services Inc. |
4 |
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares |
4 |
FRDM - Alpha Architect ETF Trust - Freedom 100 Emerging Markets ETF |
4 |
Knollwood Investment Advisory, LLC |
4 |
Hyman Charles D |
4 |
Nissay Asset Management Corp /japan/ /adv |
4 |
Selway Asset Management |
4 |
Excalibur Management Corp |
4 |
Elephas Investment Management Ltd |
4 |
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
4 |
Mutual Fund & Variable Insurance Trust - Rational Insider Buying VA Fund |
4 |
MUHLX - Managed Portfolio Series - Muhlenkamp Fund Institutional Class Shares |
4 |
KPP Advisory Services LLC |
4 |
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A |
4 |
Dynasty Wealth Management, Llc |
4 |
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF |
4 |
Compass Group Llc |
4 |
Woodard & Co Asset Management Group Inc /adv |
4 |
KADENSA CAPITAL Ltd |
4 |
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A |
4 |
Schneider Capital Management Corp |
4 |
Entrustpermal Partners Offshore Lp |
4 |
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund |
4 |
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
4 |
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class |
4 |
One River Asset Management, LLC |
4 |
High Point Bank & Trust Co |
4 |
TBMIX - FundVantage Trust - TOBAM Emerging Markets Fund Class I |
4 |
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I |
4 |
MFCPX - M FUND INC - M Capital Appreciation Fund |
4 |
Addison Capital Co |
4 |
PGGM Investments |
4 |
Davis Capital Management |
4 |
TD Securities (USA) LLC |
4 |
Yong Rong (HK) Asset Management Ltd |
4 |
Tiaa Cref Trust Co Fsb/mo |
4 |
Narwhal Capital Management |
4 |
Hc Financial Advisors Inc |
4 |
Elo Mutual Pension Insurance Co |
4 |
Nova Wealth Management, Inc. |
4 |
TrueMark Investments, LLC |
4 |
Hallmark Capital Management Inc |
4 |
Birmingham Capital Management Co Inc/al |
4 |
Bp Plc |
4 |
Consolidated Planning Corp |
4 |
Friedenthal Financial |
4 |
Carnick & Kubik, LLC |
4 |
Citizens National Bank Trust Department |
4 |
LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF |
4 |
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
4 |
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF |
4 |
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
4 |
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
4 |
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
4 |
Baker Ellis Asset Management LLC |
4 |
Spotlight Asset Group, Inc. |
4 |
Magnolia Capital Advisors Llc |
4 |
Trust Co Of Oklahoma |
4 |
Custom Index Systems, Llc |
4 |
TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities I2 |
4 |
Bear Mountain Capital, Inc. |
4 |
Cardinal Capital Management |
4 |
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund |
4 |
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 |
4 |
Asset Advisors Investment Management, LLC |
4 |
RIVGX - American Funds International Vantage Fund - American Funds International Vantage Fund Class R-6 |
4 |
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A |
4 |
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF |
4 |
Guardian Investment Management |
4 |
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
4 |
First United Bank Trust/ |
4 |
Guyasuta Investment Advisors Inc |
4 |
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares |
4 |
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class |
4 |
CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I |
4 |
Lebenthal Holdings,LLC |
4 |
Graves-Light Private Wealth Management, Inc. |
4 |
Hayden Royal, Llc |
4 |
Monarch Partners Asset Management LLC |
4 |
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A |
4 |
Simply Money Advisors |
4 |
Pinnacle Advisory Group, Inc. |
4 |
Lesa Sroufe & Co |
4 |
Tcg Advisors, Lp |
4 |
Strategic Investment Advisors / MI |
4 |
Bar Harbor Trust Services |
4 |
Hamilton Wealth, LLC |
4 |
Connable Office Inc |
4 |
Eii Capital Management, Inc. |
4 |
Next Capital Management LLC |
4 |
Mizuho Securities Co. Ltd. |
4 |
Private Portfolio Partners Llc |
4 |
First National Bank of South Miami |
4 |
Cranbrook Wealth Management, LLC |
4 |
9258 Wealth Management, LLC |
4 |
QGBLX - Advisors Preferred Trust - Quantified Global Fund Investor Class |
4 |
SlateStone Wealth, LLC |
4 |
Sandbar Asset Management LLP |
4 |
Thoroughbred Financial Services, Llc |
4 |
SeaTown Holdings Pte. Ltd. |
4 |
Teton Advisors, Inc. |
4 |
Garnet Equity Capital Holdings, Inc. |
4 |
PRW Wealth Management LLC |
4 |
Genesee Capital Advisors, LLC |
4 |
Nishkama Capital, LLC |
4 |
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
4 |
Hendley & Co Inc |
4 |
Capital Management Corp /va |
4 |
Winthrop Capital Management, LLC |
4 |
Hoover Financial Advisors, Inc. |
4 |
London & Capital Asset Management Ltd |
4 |
Salomon & Ludwin, LLC |
4 |
South Dakota Investment Council |
4 |
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
4 |
Synergy Investment Management, LLC |
4 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
4 |
One Fin Capital Management LP |
4 |
Whalen Wealth Management Inc. |
4 |
Armor Advisors, L.l.c. |
4 |
Wealthbridge Capital Management, Llc |
4 |
Brendel Financial Advisors LLC |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class |
4 |
Asio Capital, LLC |
4 |
Voleon Capital Management Lp |
4 |
Havens Advisors Llc |
4 |
Valley Forge Asset Management, Llc |
4 |
Financial Insights, Inc. |
4 |
Williamson Legacy Group, LLC |
4 |
FourWorld Capital Management LLC |
4 |
Sage Investment Counsel LLC |
4 |
Moneda S.A. Administradora General de Fondos |
4 |
Tanaka Capital Management Inc |
4 |
Garrett Wealth Advisory Group, LLC |
4 |
EnRich Financial Partners LLC |
4 |
S. R. Schill & Associates |
4 |
PSRAX - Victory Portfolios IV - Victory Pioneer Strategic Income Fund Class A |
4 |
Aegon Asset Management Uk Plc |
4 |
Vigilare Wealth Management |
4 |
ARGA Investment Management, LP |
4 |
Jupiter Wealth Management LLC |
4 |
Greatmark Investment Partners, Inc. |
4 |
Blue Zone Wealth Advisors, LLC |
4 |
Patriot Investment Management Inc. |
4 |
Bremer Bank National Association |
4 |
Independent Family Office, LLC |
4 |
Cabot Wealth Management Inc |
4 |
Cramer Rosenthal Mcglynn Llc |
4 |
Matrix Trust Co |
4 |
Moser Wealth Advisors, LLC |
4 |
Mizuho Markets Cayman LP |
4 |
Phocas Financial Corp. |
4 |
Beddow Capital Management Inc |
4 |
Emerald Advisors, LLC |
4 |
Cape Ann Asset Management Ltd |
4 |
Crumly & Associates Inc. |
4 |
Western Asset Global Partners Income Fund Inc. |
4 |
Powell Investment Advisors, LLC |
4 |
Putnam Voyager Fund |
4 |
ESL Trust Services, LLC |
4 |
Alliancebernstein Income Fund Inc |
4 |
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
4 |
Valley Forge Fund Inc |
4 |
Southeast Asset Advisors Inc. |
4 |
Walnut Level Capital LLC |
4 |
AllianzGI Artificial Intelligence & Technology Opportunities Fund |
4 |
Encompass Funds |
4 |
Guardian Life Insurance Co Of America |
4 |
Secure Asset Management, LLC |
4 |
Leelyn Smith, LLC |
4 |
Minot Wealth Management LLC |
4 |
Advisors Capital Management, LLC |
4 |
Nuveen Equity Premium Opportunity Fund |
4 |
Marotta Asset Management |
4 |
SkyOak Wealth, LLC |
4 |
Blue Square Asset Management, Llc |
4 |
Ironwood Investment Counsel, LLC |
4 |
Cfm Wealth Partners Llc |
4 |
Martin Currie Business Trust |
4 |
Roxbury Financial LLC |
4 |
Waters Parkerson & Co., Llc |
4 |
Burford Brothers, Inc. |
4 |
Gruss Capital Management LP |
4 |
IBCA - iSHARES TRUST - iShares iBonds Dec 2035 Term Corporate ETF |
4 |
BXM Wealth LLC |
4 |
PMACX - Victory Portfolios IV - Victory Pioneer Multi-Asset Income Fund Class C |
4 |
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A |
4 |
Gerstein Fisher |
4 |
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class |
4 |
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares |
4 |
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A |
4 |
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
4 |
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
4 |
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio |
4 |
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
4 |
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A |
4 |
Achievement Holdings L.P. |
4 |
Sunpointe, LLC |
4 |
JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6 |
4 |
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares |
4 |
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N |
4 |
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N |
4 |
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
4 |
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF |
4 |
Us Financial Advisors, Llc |
4 |
EVHY - Morgan Stanley ETF Trust - Eaton Vance High Yield ETF |
4 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
4 |
Darling Capital, Llc. |
4 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
4 |
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
4 |
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
4 |
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares |
4 |
Kentucky Retirement Systems |
4 |
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A |
4 |
VKMGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Quality Income Fund CLASS A |
4 |
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF |
4 |
Accent Capital Management, LLC |
4 |
Corrado Advisors, Llc |
4 |
Pictet North America Advisors SA |
4 |
Hood River Capital Management LLC |
4 |
BKF - iShares, Inc. - iShares MSCI BRIC ETF |
4 |
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF |
4 |
IFC Holdings Incorporated/FL |
4 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
4 |
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF |
4 |
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
4 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
4 |
Hancock Prospecting Pty Ltd |
4 |
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) |
4 |
Jnl Series Trust - Jnl/mellon International Index Fund (a) |
4 |
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
4 |
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio |
4 |
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) |
4 |
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
4 |
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) |
4 |
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
4 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
4 |
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
4 |
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class |
4 |
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class |
4 |
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class |
4 |
FILL - iShares, Inc. - iShares MSCI Global Energy Producers ETF |
4 |
NOLVX - Northern Funds - Northern Large Cap Value Fund |
4 |
NOIEX - Northern Funds - Northern Income Equity Fund |
4 |
Boyle Capital Management, LLC |
4 |
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
4 |
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
4 |
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III |
4 |
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III |
4 |
Glass Wealth Management Co LLC |
4 |
Busey Wealth Management |
4 |
Financial Engines Advisors L.L.C. |
4 |
Central Pacific Bank - Trust Division |
4 |
Emory University |
4 |
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
4 |
EWG Elevate Inc. |
4 |
Boston Family Office Llc |
4 |
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio |
4 |
VISEX - VALIC Co II - International Opportunities Fund |
4 |
SSEMX - SSGA FUNDS - State Street Defensive Emerging Markets Equity Fund Class N |
4 |
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
4 |
Swedbank AB |
4 |
New Covenant Trust Company, N.A. |
4 |
RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
4 |
MRGR - PROSHARES TRUST - ProShares Merger ETF |
4 |
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
4 |
Richard C. Young & CO., LTD. |
4 |
Absolute Gestao de Investimentos Ltda. |
4 |
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
4 |
Advanced Series Trust - Ast International Value Portfolio |
4 |
BKD Wealth Advisors, LLC |
4 |
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio |
4 |
Keynote Financial Services Llc |
4 |
KEAT - EA Series Trust - Keating Active ETF |
4 |
Baxter Bros Inc |
4 |
Bank Hapoalim Bm |
4 |
Columbia Partners L L C Investment Management |
4 |
Baldwin Investment Management, LLC |
4 |
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF |
4 |
Fullcircle Wealth Llc |
4 |
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF |
4 |
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
4 |
Channing Capital Management, LLC |
4 |
AAENX - Cavanal Hill Funds - Strategic Enhanced Yield Fund Class A |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
4 |
Edge Asset Management, Inc |
4 |
Twin Capital Management Inc |
4 |
PACIFIC SELECT FUND - International Value Portfolio Class I |
4 |
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
4 |
Holos Integrated Wealth LLC |
4 |
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F |
4 |
Hodges Capital Management Inc. |
4 |
BTG Pactual Asset Management US LLC |
4 |
Correct Capital Wealth Management |
4 |
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
4 |
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
4 |
Granite FO LLC |
4 |
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
4 |
Carrera Capital Advisors |
4 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Mortgage-Backed Securities Multi-Sector Account Portfolio |
4 |
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF |
4 |
VCGAX - VALIC Co I - Growth & Income Fund |
4 |
Cypress Funds Llc |
4 |
VCULX - VALIC Co I - Growth Fund |
4 |
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class |
4 |
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
4 |
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A |
4 |
Gibbs Wealth Management |
4 |
LSVZX - ADVISORS' INNER CIRCLE FUND - LSV Emerging Markets Equity Fund Institutional Class Shares |
4 |
S&t Bank/pa |
4 |
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES |
4 |
King Street Capital Management, L.p. |
4 |
AMERICAN FUNDS INSURANCE SERIES - U.S. Government/AAA-Rated Securities Fund Class 1 |
4 |
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
4 |
Cove Street Capital, LLC |
4 |
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
4 |
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares |
4 |
Tt International |
4 |
FRIEX - Federated Adviser Series - Federated Emerging Markets Equity Fund Class C Shares |
4 |
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I |
4 |
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A |
4 |
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares |
4 |
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I |
4 |
PUTNAM FUNDS TRUST - Putnam Multi-Asset Absolute Return Fund Class A |
4 |
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
4 |
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF |
4 |
FS Series Trust - FS Real Asset Fund Class A |
4 |
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
4 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares |
4 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
4 |
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class |
4 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
4 |
TPRRX - TRANSAMERICA FUNDS - Transamerica Inflation-Protected Securities R |
4 |
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
4 |
MGHAX - MAINSTAY FUNDS - MainStay Candriam Emerging Markets Debt Fund Class A |
4 |
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
4 |
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A |
4 |
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A |
4 |
SSHAX - SSGA Active Trust - State Street Defensive Global Equity Portfolio |
4 |
TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
4 |
Sand Grove Capital Management LLP |
4 |
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A |
4 |
IVIOX - IVA Fiduciary Trust - IVA International Fund Class A |
4 |
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
4 |
AKFAX - Aberdeen Funds - Aberdeen Emerging Markets Debt Fund Class A |
4 |
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A |
4 |
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI |
4 |
DEMAX - Delaware Group Global & International Funds - Delaware Emerging Markets Fund Class A |
4 |
DGGAX - DELAWARE GROUP GLOBAL & INTERNATIONAL FUNDS - Delaware International Small Cap Fund Class A |
4 |
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A |
4 |
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
4 |
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
4 |
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional |
4 |
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I |
4 |
IBM Retirement Fund |
4 |
PSPPX - PRINCIPAL FUNDS INC - International Fund I R-2 |
4 |
COAVX - COLUMBIA FUNDS SERIES TRUST - Columbia Overseas Value Fund Class A |
4 |
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
4 |
ESIYX - WELLS FARGO FUNDS TRUST - Wells Fargo International Bond Fund Class A |
4 |
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
4 |
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
4 |
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A |
4 |
REBAX - Columbia Funds Series Trust II - Columbia Emerging Markets Bond Fund Class A |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
4 |
DURAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG International Core Equity Fund Class A |
4 |
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
4 |
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF |
4 |
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
4 |
OHIO NATIONAL FUND INC - ON International Equity Portfolio |
4 |
OHIO NATIONAL FUND INC - ON Foreign Portfolio |
4 |
Hall Laurie J Trustee |
4 |
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
4 |
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
4 |
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF |
4 |
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
4 |
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
4 |
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional |
4 |
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
4 |
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
4 |
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
4 |
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF |
4 |
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class |
4 |
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund |
4 |
EFEAX - Ashmore Funds - Ashmore Emerging Markets Frontier Equity Fund Class A |
4 |
EMQAX - Ashmore Funds - Ashmore Emerging Markets Active Equity Fund CLASS A |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
4 |
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
4 |
Profunds - Profund Vp Emerging Markets |
4 |
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
4 |
NHMAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen High Yield Municipal Bond Fund - Class A |
4 |
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund |
4 |
APHEX - ARTISAN PARTNERS FUNDS INC - Artisan Sustainable Emerging Markets Fund Institutional Shares |
4 |
Profunds - Profund Vp Small-cap Growth |
4 |
PDMIX - PIMCO FUNDS - PIMCO GNMA and Government Securities Fund Institutional |
4 |
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A |
4 |
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
4 |
Profunds - Profund Vp Small-cap Value |
4 |
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
4 |
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class |
4 |
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
4 |
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
4 |
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund |
4 |
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund |
4 |
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A |
4 |
Independent Solutions Wealth Management, LLC |
4 |
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
4 |
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares |
4 |
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
4 |
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund |
4 |
FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund |
4 |
FPBFX - FIDELITY INVESTMENT TRUST - Fidelity Pacific Basin Fund |
4 |
VARIABLE INSURANCE PRODUCTS FUND II - Emerging Markets Portfolio Initial Class |
4 |
ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class |
4 |
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
4 |
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
4 |
Delaware Vip Trust - Delaware Vip Emerging Markets Series Standard Class |
4 |
SHCDX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Corporate Debt Fund Institutional |
4 |
EILAX - EATON VANCE GROWTH TRUST - Eaton Vance International Small-Cap Fund Class A |
4 |
Steadfast Advisors Lp |
4 |
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
4 |
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) |
4 |
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund |
4 |
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund |
4 |
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
4 |
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund |
4 |
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund |
4 |
MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class |
4 |
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R |
4 |
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund |
4 |
FAMKX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Markets Fund Class A |
4 |
AVERX - SCHWARTZ INVESTMENT TRUST - Schwartz Value Focused Fund |
4 |
AVEMX - SCHWARTZ INVESTMENT TRUST - Ave Maria Value Fund |
4 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 |
4 |
ECOW - Pacer Funds Trust - Pacer Emerging Markets Cash Cows 100 ETF |
4 |
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class |
4 |
LAIAX - COLUMBIA ACORN TRUST - Columbia Acorn International Class A |
4 |
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class |
4 |
ECON - Columbia ETF Trust II - Columbia Emerging Markets Consumer ETF |
4 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Overseas Core Fund Class 3 |
4 |
Traub Capital Management LLC |
4 |
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF |
4 |
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
4 |
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF |
4 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
4 |
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates |
4 |
Menta Capital Llc |
4 |
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 |
4 |
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A |
4 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Bond Fund Class 1 |
4 |
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares |
4 |
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares |
4 |
Elliott Management Corporation |
4 |
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF |
4 |
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II |
4 |
MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
4 |
SVPIX - Profunds - Small-cap Value Profund Investor Class |
4 |
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class |
4 |
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
4 |
UUPIX - Profunds - Ultraemerging Markets Profund Investor Class |
4 |
SGPIX - Profunds - Small-cap Growth Profund Investor Class |
4 |
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund |
4 |
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
4 |
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
4 |
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF |
4 |
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class |
4 |
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class |
4 |
LIMI - Themes ETF Trust - Themes Lithium & Battery Metal Miners ETF |
4 |
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
4 |
JIHRX - JPMORGAN TRUST IV - JPMorgan International Hedged Equity Fund Class R6 |
4 |
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I |
4 |
VSIEX - JPMorgan Trust I - JPMorgan International Equity Fund Class I |
4 |
SLX - VanEck Vectors ETF Trust - VanEck Vectors Steel ETF |
4 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
4 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - International Emerging Markets Account Class 1 |
4 |
Sand Hill Global Advisors, LLC |
4 |
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
4 |
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N |
4 |
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A |
4 |
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I |
4 |
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
4 |
LMAPX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Alternative Credit Fund Class A |
4 |
EMGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Fund Class A |
4 |
MSIQX - Morgan Stanley Institutional Fund Inc - International Equity Portfolio Class I |
4 |
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S |
4 |
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A |
4 |
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A |
4 |
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
4 |
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
4 |
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A |
4 |
Artal Group S.A. |
4 |
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A |
4 |
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II |
4 |
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES |
4 |
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares |
4 |
SUNAMERICA SERIES TRUST - SA Morgan Stanley International Equities Portfolio Class 1 |
4 |
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
4 |
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 |
4 |
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
4 |
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
4 |
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A |
4 |
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares |
4 |
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
4 |
PMZIX - PIMCO FUNDS - PIMCO Mortgage Opportunities and Bond Fund Institutional Class |
4 |
Stack Financial Management, Inc |
4 |
LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A |
4 |
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A |
4 |
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
4 |
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
4 |
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
4 |
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
4 |
TIOIX - TIAA-CREF FUNDS - TIAA-CREF International Opportunities Fund Institutional Class |
4 |
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund |
4 |
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
4 |
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A |
4 |
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
4 |
RPIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund |
4 |
Keeley Asset Management Corp |
4 |
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares |
4 |
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
4 |
Gendell Jeffrey L |
4 |
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
4 |
Lincluden Management Ltd |
4 |
DMRE - Transamerica ETF Trust - DeltaShares S&P EM 100 & Managed Risk ETF |
4 |
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares |
4 |
Cutler Investment Counsel Llc |
4 |
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund |
4 |
LVHI - Legg Mason ETF Investment Trust - Legg Mason International Low Volatility High Dividend ETF |
4 |
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund |
4 |
NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF |
4 |
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
4 |
CID - Victory Portfolios II - VictoryShares International High Div Volatility Wtd ETF |
4 |
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
4 |
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
4 |
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
4 |
CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF |
4 |
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) |
4 |
JOGIX - Advisers Investment Trust - JOHCM Global Equity Fund Institutional Shares |
4 |
JOMMX - Advisers Investment Trust - JOHCM Emerging Markets Small Mid Cap Equity Fund Institutional Shares |
4 |
DBELX - DoubleLine Funds Trust - DoubleLine Emerging Markets Local Currency Bond Fund Class I |
4 |
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
4 |
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
4 |
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
4 |
PYEMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Bond Fund (Investor Class) |
4 |
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
4 |
Clear Street Derivatives LLC |
4 |
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) |
4 |
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) |
4 |
AXJL - WisdomTree Trust - WisdomTree Asia Pacific ex-Japan Fund N/A |
4 |
PRLAX - T. Rowe Price International Funds, Inc. - T. Rowe Price Latin America Fund |
4 |
PRIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Discovery Fund |
4 |
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
4 |
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
4 |
Eubel Brady & Suttman Asset Management Inc |
4 |
Alpine Bank Wealth Management |
4 |
FPA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Asia Pacific ex-Japan AlphaDEX Fund |
4 |
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund |
4 |
FAUS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Australia AlphaDEX Fund |
4 |
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund |
4 |
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
4 |
Genesee Valley Trust Co |
4 |
IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O |
4 |
JXBAX - JPMorgan Trust I - JPMorgan Access Balanced Fund Class A |
4 |
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 |
4 |
Roberts Glore & Co Inc /il/ |
4 |
Brighthouse Funds Trust I - Western Asset Management Government Income Portfolio Class B |
4 |
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class |
4 |
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A |
4 |
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
4 |
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
4 |
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF |
4 |
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
4 |
FLZA - Franklin Templeton ETF Trust - Franklin FTSE South Africa ETF |
4 |
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
4 |
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
4 |
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
4 |
Electron Capital Partners, LLC |
4 |
Emerging Global Advisors, LLC |
4 |
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund |
4 |
Sona Asset Management (us) Llc |
4 |
Castle Financial & Retirement Planning Associates, Inc. |
4 |
Saxon Interests, Inc. |
4 |
D.C. Capital Advisors, Ltd |
4 |
JS Capital Management LLC |
4 |
First National Bank Of Omaha |
4 |
Trustmark National Bank Trust Department |
4 |
Red Tortoise LLC |
4 |
Masso Torrence Wealth Management Inc. |
4 |
Hefty Wealth Partners |
4 |
Ulysses Management LLC |
4 |
Credit Capital Investments LLC |
4 |
Northwestern Mutual Investment Services Llc |
4 |
aeris Capital Holding GmbH |
4 |
Keystone Wealth Services, LLC |
4 |
Journey Strategic Wealth Llc |
4 |
ZPR Investment Management |
4 |
Eos Management, L.P. |
4 |
NorthCrest Asset Manangement, LLC |
4 |
Sender Co & Partners, Inc. |
4 |
Summer Road Llc |
4 |
Carson Advisory Inc. |
4 |
Tyrus Capital S.A.M. |
4 |
Clearline Capital LP |
4 |
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund |
4 |
Otter Creek Advisors, LLC |
4 |
Tlp Group Llc |
4 |
Talara Capital Management, LLC |
4 |
Tiverton Asset Management Llc |
4 |
Tide Point Capital Management, Lp |
4 |
Sandy Cove Advisors, LLC |
4 |
Bayshore Asset Management, Llc |
4 |
Kerrisdale Advisers, LLC |
4 |
Shoker Investment Counsel, Inc. |
4 |
Opera Trading Capital |
4 |
Vis Vires Group, Inc. |
4 |
Astrantus Ltd |
4 |
Friess Associates Llc |
4 |
QERIX - AQR Funds - AQR Emerging Relaxed Constraint Equity Fund Class I |
3 |
B. Riley Financial, Inc. |
3 |
potrero capital research llc |
3 |
Sumitomo Life Insurance Co |
3 |
Soroban Capital Partners LP |
3 |
Hollow Brook Wealth Management LLC |
3 |
Sandell Asset Management Corp |
3 |
Cannell Capital Llc |
3 |
Elkhorn Partners Limited Partnership |
3 |
Greywolf Capital Management LP |
3 |
Benefit Street Partners LLC |
3 |
Samlyn Capital, Llc |
3 |
Cortina Asset Management, LLC |
3 |
Harvey Partners, LLC |
3 |
Sun Life Financial Inc |
3 |
Miller Value Partners, Llc |
3 |
Brigade Capital Management, Lp |
3 |
Coatue Management Llc |
3 |
Blue Ridge Capital, L.L.C. |
3 |
Dialectic Capital Management, Lp |
3 |
Black Creek Investment Management Inc. |
3 |
Claren Road Asset Management, LLC |
3 |
Hotchkis & Wiley Capital Management Llc |
3 |
Sasco Capital Inc / Ct/ |
3 |
International Value Advisers, LLC |
3 |
Frost Gamma Investments Trust |
3 |
Eagle Boston Investment Management Inc |
3 |
Meyer Handelman Co |
3 |
Kentucky Retirement Systems Insurance Trust Fund |
3 |
Girard Securities, Inc. |
3 |
Greenwood Gearhart Inc |
3 |
Serengeti Asset Management LP |
3 |
Dixon Hubard Feinour & Brown Inc/va |
3 |
Polen Capital Management Llc |
3 |
Hutchens Investment Management Inc |
3 |
Forbes J M & Co Llp |
3 |
Tran Capital Management, L.p. |
3 |
Matthews International Capital Management Llc |
3 |
Private Capital Management Inc |
3 |
Capital Counsel Llc/ny |
3 |
KLCM Advisors, Inc. |
3 |
Carderock Capital Management Inc |
3 |
South Texas Money Management Ltd |
3 |
Lafayette Investments, Inc. |
3 |
Schaller Investment Group Inc |
3 |
Pergamon Offshore Advisors, L.P. |
3 |
Pacific Alternative Asset Management Company, Llc |
3 |
American Assets Investment Management, LLC |
3 |
Capital Directions Investment Advisors, LLC |
3 |
Argent Trust Co |
3 |
Dean Capital Management |
3 |
Roundview Capital LLC |
3 |
Investment Management Of Virginia Llc |
3 |
Trilogy Global Advisors Lp |
3 |
Shenkman Capital Management Inc |
3 |
Century Capital Management, LLC |
3 |
FUKOKU MUTUAL LIFE INSURANCE Co |
3 |
Paradice Investment Management LLC |
3 |
Vanguard Explorer Fund |
3 |
Vanguard Windsor Funds |
3 |
Oak Ridge Investments Llc |
3 |
Cornercap Investment Counsel Inc |
3 |
Stuyvesant Capital Management |
3 |
Sentinel Trust Co Lba |
3 |
Semper Augustus Investments Group Llc |
3 |
Greylin Investment Mangement Inc |
3 |
Opus Capital Group, LLC |
3 |
Aspiriant, Llc |
3 |
Iridian Asset Management Llc/ct |
3 |
First National Bank Sioux Falls |
3 |
Tealwood Asset Management Inc |
3 |
Amber Capital Management LP |
3 |
Mawer Investment Management Ltd. |
3 |
Nippon Life Global Investors Americas, Inc. |
3 |
Northeast Investment Management |
3 |
Alpha Capital Anstalt |
3 |
Private Management Group Inc |
3 |
Westwood Global Investments, LLC |
3 |
Veritas Investment Management (UK) Ltd |
3 |
Cypress Capital Group |
3 |
Perkins Investment Management, LLC |
3 |
EULAV Asset Management |
3 |
Simmons First Trust Co Na |
3 |
Gould Asset Management Llc /ca/ |
3 |
Courage Capital Management Llc |
3 |
Pax World Management Llc |
3 |
Scepter Holdings, Inc. |
3 |
Dearborn Partners Llc |
3 |
Tower Bridge Advisors |
3 |
Valueworks Llc |
3 |
Sound Energy Partners, Inc. |
3 |
Azimuth Capital Management LLC |
3 |
Bruce & Co., Inc. |
3 |
Fox Point Capital Management LLC |
3 |
Cypress Capital Management Llc |
3 |
Outfitter Advisors, Ltd. |
3 |
Ironsides Asset Advisors, LLC |
3 |
Mork Capital Management, LLC |
3 |
Mcglinn Capital Management Inc |
3 |
Private Capital Advisors, Inc. |
3 |
Truepoint, Inc. |
3 |
Cadence Bank Na |
3 |
Banta Asset Management Lp |
3 |
Constellation Wealth Advisors, LLC |
3 |
Benedict Financial Advisors Inc |
3 |
Integrated Wealth Counsel, Llc |
3 |
Private Bank & Trust Co |
3 |
KAMES CAPITAL plc |
3 |
BTC Capital Management, Inc. |
3 |
Blue Chip Partners, Inc. |
3 |
Wealthquest Corp |
3 |
Morgens Waterfall Vintiadis & Co Inc |
3 |
Pillar Pacific Capital Management Llc |
3 |
Nbw Capital Llc |
3 |
Inr Advisory Services Llc |
3 |
Eads & Heald Wealth Management |
3 |
Fortaleza Asset Management Inc/ |
3 |
Shikiar Asset Management Inc |
3 |
Curian Capital Llc |
3 |
Small Cap Value Fund, Inc. |
3 |
First Dallas Securities Inc. |
3 |
Naples Global Advisors, Llc |
3 |
Mercer Capital Advisers, Inc. |
3 |
Susquehanna Trust & Investment Co |
3 |
Valmark Advisers, Inc. |
3 |
Montecito Bank & Trust |
3 |
Lisanti Capital Growth, LLC |
3 |
Altus Capital Inc. |
3 |
Longer Investments Inc. |
3 |
QV Investors Inc. |
3 |
Peddock Capital Advisors, Llc |
3 |
Harvey Capital Management Inc |
3 |
Private Wealth Advisors, Inc. |
3 |
Estate Counselors, LLC |
3 |
Rockland Trust Co |
3 |
Osborne Partners Capital Management, Llc |
3 |
JMG Financial Group, Ltd. |
3 |
Bridges Investment Counsel Inc/ |
3 |
Carl Domino Inc |
3 |
Orbis Holdings Ltd |
3 |
Wynnefield Capital Inc |
3 |
Atherton Lane Advisers, Llc |
3 |
Cushing Asset Management, Lp |
3 |
Charlemagne Capital Ltd |
3 |
Tricadia Capital Management, LLC |
3 |
Myriad Asset Management Ltd. |
3 |
CG Asset Management LLC |
3 |
Rit Capital Partners Plc |
3 |
SignalPoint Asset Management, LLC |
3 |
Papp L Roy & Associates |
3 |
Niemann Capital Management Inc |
3 |
Hayek Kallen Investment Management |
3 |
Accuvest Global Advisors |
3 |
Glaxis Capital Management, LLC |
3 |
Cim, Llc |
3 |
Waverton Investment Management Ltd |
3 |
Northside Capital Management, LLC |
3 |
Orrstown Financial Services Inc |
3 |
Salem Capital Management Inc |
3 |
Cohen Klingenstein LLC |
3 |
Hoertkorn Richard Charles |
3 |
Acropolis Investment Management, LLC |
3 |
Spirit Of America Management Corp/ny |
3 |
Benin Management CORP |
3 |
Cue Financial Group, Inc. |
3 |
Newman Dignan & Sheerar, Inc. |
3 |
Deane Retirement Strategies, Inc. |
3 |
Woodstock Corp |
3 |
Exxonmobil Investment Management Inc /tx |
3 |
Private Asset Management Inc |
3 |
Carlson Capital Management |
3 |
CHICAGO TRUST Co NA |
3 |
Leith Wheeler Investment Counsel Ltd. |
3 |
Texas Capital Bancshares Inc/tx |
3 |
Pensionfund DSM Netherlands |
3 |
Beacon Investment Advisory Services, Inc. |
3 |
Axel Capital Management, LLC |
3 |
Gyroscope Capital Management Group, Llc |
3 |
HighTower Trust Services, LTA |
3 |
Adell Harriman & Carpenter Inc |
3 |
Adirondack Funds |
3 |
Private Harbour Investment Management & Counsel, LLC |
3 |
DSAM Partners (London) Ltd |
3 |
Wealth Architects, LLC |
3 |
Price Capital Management, Inc. |
3 |
Gargoyle Investment Advisor L.L.C. |
3 |
Global Endowment Management, LP |
3 |
American National Registered Investment Advisor, Inc. |
3 |
Bowling Portfolio Management LLC |
3 |
First Long Island Investors, LLC |
3 |
Covenant Multifamily Offices, LLC |
3 |
Verity & Verity, LLC |
3 |
Strategic Wealth Management Inc |
3 |
John G Ullman & Associates Inc |
3 |
Fagan Associates, Inc. |
3 |
Morgan Dempsey Capital Management Llc |
3 |
Silver Lake Advisory, LLC |
3 |
First American Trust, Fsb |
3 |
Heritage Investors Management Corp |
3 |
American Asset Management Inc. |
3 |
Atalanta Sosnoff Capital, Llc |
3 |
Dudley & Shanley, Inc. |
3 |
Hemenway Trust Co LLC |
3 |
Odey Holdings AG |
3 |
Continental Advisors Llc |
3 |
Ferox Capital Management LP |
3 |
Kepos Capital LP |
3 |
Reaves W H & Co Inc |
3 |
Dean Investment Associates, Llc |
3 |
Skba Capital Management Llc |
3 |
Bank of Kentucky, Inc. |
3 |
McNamara Financial Services, Inc. |
3 |
Bedrijfstakpensioenfonds Voor De Media Pno |
3 |
Silver Standard Resources Inc |
3 |
Palogic Value Management, L.P. |
3 |
St George Investments LLC |
3 |
Foresters Investment Management Company, Inc. |
3 |
Lagoda Investment Management, L.P. |
3 |
Newtyn Management, LLC |
3 |
Mudrick Capital Management, L.P. |
3 |
Ibc Funds Llc |
3 |
Gavea Investimentos Ltda |
3 |
Chai Trust Co Llc |
3 |
Oliver Luxxe Assets LLC |
3 |
Confluence Wealth Management LLC |
3 |
Lockheed Martin Investment Management Co |
3 |
Gagnon Advisors, LLC |
3 |
Arcus Capital Partners, LLC |
3 |
Bank Of The West |
3 |
Exane Asset Management |
3 |
Magna Group LLC |
3 |
Samsung Asset Management (New York), Inc. |
3 |
Peak Asset Management, LLC |
3 |
Rovida Advisors Inc. |
3 |
Vontobel Swiss Wealth Advisors AG |
3 |
Hansberger Growth Investors, Lp |
3 |
Dominick & Dominick LLC |
3 |
Pt Asset Management, Llc |
3 |
Gratia Capital, Llc |
3 |
Ally Financial Inc. |
3 |
Cooper Creek Partners Management Llc |
3 |
Crawford Investment Counsel Inc |
3 |
Scharf Investments, Llc |
3 |
Oldfield Partners LLP |
3 |
SVA Wealth Management, LLC |
3 |
Lipe & Dalton |
3 |
Autonomy Capital (Jersey) L.P. |
3 |
Tyrian Investments, L.P. |
3 |
Pomelo Capital LLC |
3 |
Freshford Capital Management, LLC |
3 |
Lumina Fund Management LLC |
3 |
Redmond Asset Management, LLC |
3 |
Managed Asset Portfolios, Llc |
3 |
Robinson Capital Management, Llc |
3 |
Zimmer Partners, LP |
3 |
Thrax Management, LLC |
3 |
Strategic Capital Alternatives LLC |
3 |
Spectrum Advisory Services Inc |
3 |
Klingman & Associates, LLC |
3 |
Cleararc Capital Inc |
3 |
Payden & Rygel |
3 |
Alphadyne Asset Management, LLC |
3 |
Account Management LLC |
3 |
Apis Capital Advisors, LLC |
3 |
Long Oar Global Investors, LLC |
3 |
Re Advisers Corp |
3 |
Alden Global Capital Ltd |
3 |
American Beacon Advisors, Inc. |
3 |
Guardian Investor Services Llc |
3 |
Catamount Wealth Management |
3 |
Balter Liquid Alternatives, LLC |
3 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
3 |
Founders Bank & Trust |
3 |
Portfolio Strategies Inc |
3 |
Harbert Fund Advisors, Inc. |
3 |
Archipel Asset Management AB |
3 |
Independence Advisors, LLC |
3 |
Sullivan, Bruyette, Speros & Blaney, LLC |
3 |
Transform Wealth, LLC |
3 |
Rikoon Group, LLC |
3 |
O'Brien Wealth Partners LLC |
3 |
REDW Wealth LLC |
3 |
First Command Bank |
3 |
Harbor Advisors LLC |
3 |
Radnor Capital Management, LLC |
3 |
Hunting Hill Global Capital, LLC |
3 |
McAdam, LLC |
3 |
Barber Financial Group, Inc. |
3 |
Amtrust Financial Services, Inc. |
3 |
Empire Life Investments Inc. |
3 |
Maso Capital Partners Ltd |
3 |
Dai-Ichi Life Insurance Company, Ltd |
3 |
PHH Investments, Ltd. |
3 |
Israel Discount Bank Of New York /gfn |
3 |
Circle Wealth Management, LLC |
3 |
Keeley-Teton Advisors, LLC |
3 |
Franklin, Parlapiano, Turner & Welch, LLC |
3 |
Aua Capital Management, Llc |
3 |
Abbot Financial Management, Inc. |
3 |
Cruiser Capital Advisors, Llc |
3 |
Security National Bank |
3 |
Affiance Financial, LLC |
3 |
Pratt Collard Advisory Partners LLC |
3 |
Chessman Wealth Strategies Ria |
3 |
SMTFX - SIT MUTUAL FUNDS II INC - Sit Minnesota Tax-Free Income Fund |
3 |
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
3 |
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
3 |
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund |
3 |
Usaa Etf Trust |
3 |
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
3 |
Allianzgi Convertible & Income 2024 Target Term Fund |
3 |
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
3 |
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A |
3 |
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
3 |
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF |
3 |
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A |
3 |
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
3 |
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
3 |
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A |
3 |
CALFX - CUTLER TRUST - Cutler Fixed Income Fund |
3 |
Nuveen Credit Opportunities 2022 Target Term Fund |
3 |
Nuveen High Income December 2019 Target Term Fund |
3 |
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
3 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
3 |
Eaton Vance Tax-managed Global Buy-write Opportunities Fund |
3 |
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares |
3 |
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund |
3 |
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A |
3 |
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund |
3 |
TEDMX - TEMPLETON DEVELOPING MARKETS TRUST - Templeton Developing Markets Trust Class A |
3 |
Templeton Global Opportunities Trust |
3 |
Aberdeen Chile Fund, Inc. |
3 |
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund |
3 |
First Trust Dynamic Europe Equity Income Fund |
3 |
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class |
3 |
WUSAX - WANGER ADVISORS TRUST - Wanger USA |
3 |
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
3 |
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
3 |
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A |
3 |
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund |
3 |
First Trust/aberdeen Emerging Opportunity Fund |
3 |
Cortina Funds, Inc. |
3 |
Blackrock Enhanced International Dividend Trust |
3 |
EGLBX - ELFUN INTERNATIONAL EQUITY FUND - ELFUN INTERNATIONAL EQUITY FUND Elfun International Equity Fund |
3 |
BABFX - Bread & Butter Fund Inc. - Bread & Butter Fund Inc. |
3 |
Premier Multi-Series VIT - RCM Dynamic Multi-Asset Plus VIT Portfolio |
3 |
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class |
3 |
Lazard Global Total Return & Income Fund Inc |
3 |
Lazard World Dividend & Income Fund, Inc. |
3 |
BRUFX - Bruce Fund Inc - Bruce Fund |
3 |
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class |
3 |
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund |
3 |
Stone Harbor Emerging Markets Total Income Fund |
3 |
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares |
3 |
INVYX - PIONEER SERIES TRUST VIII - Pioneer International Equity Fund : Class Y |
3 |
Eaton Vance Floating-rate Income Plus Fund |
3 |
Virtus Total Return Fund Inc. |
3 |
FAAFX - FAIRHOLME FUNDS INC - The Fairholme Allocation Fund |
3 |
Mfs Government Markets Income Trust |
3 |
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares |
3 |
GOODX - GoodHaven Funds Trust - GoodHaven Fund |
3 |
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund |
3 |
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
3 |
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
3 |
Blackrock Master Llc |
3 |
DRFMX - BNY Mellon International Securities Funds, Inc. - BNY Mellon Emerging Markets Securities Fund Class A |
3 |
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
3 |
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund |
3 |
Advent/claymore Enhanced Growth & Income Fund |
3 |
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A |
3 |
Oppenheimer Dividend Opportunity Fund |
3 |
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A |
3 |
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class |
3 |
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF |
3 |
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A |
3 |
CNZLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Australia/New Zealand Fund |
3 |
Mirae Asset Discovery Funds - Mirae Asset Emerging Markets Great Consumer VIT Fund Class I Shares |
3 |
Ares Dynamic Credit Allocation Fund, Inc. |
3 |
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
3 |
Miller/howard High Income Equity Fund |
3 |
Western Asset Middle Market Income Fund Inc. |
3 |
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
3 |
Cion Ares Diversified Credit Fund |
3 |
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
3 |
Eaton Vance High Income 2021 Target Term Trust |
3 |
NTHEX - Northeast Investors Trust - Northeast Investors Trust |
3 |
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A |
3 |
CETAX - Centerstone Investors Trust - Centerstone Investors Fund Class A |
3 |
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
3 |
Vanguard Morgan Growth Fund |
3 |
SAESX - SUNAMERICA EQUITY FUNDS - AIG Japan Fund Class A |
3 |
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
3 |
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N |
3 |
Doubleline Opportunistic Credit Fund |
3 |
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class |
3 |
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund |
3 |
Crow Point Global Dividend Plus Fund |
3 |
Copperwynd Financial, LLC |
3 |
Wealthstreet Investment Advisors, LLC |
3 |
Nan Shan Life Insurance Co., Ltd. |
3 |
Poehling Capital Management, LLC |
3 |
Icon Wealth Partners, LLC |
3 |
Melqart Asset Management (uk) Ltd |
3 |
Aft, Forsyth & Company, Inc. |
3 |
RiverGlades Family Offices LLC |
3 |
6 Meridian |
3 |
Thames Capital Management Llc |
3 |
MainStreet Investment Advisors LLC |
3 |
Soapstone Management L.p. |
3 |
USAdvisors Wealth Management, LLC |
3 |
Rheos Capital Works Inc. |
3 |
Pathway Financial Advisors LLC |
3 |
Silvant Capital Management LLC |
3 |
Chicago Capital, LLC |
3 |
Arnhold LLC |
3 |
Braun-Bostich & Associates Inc. |
3 |
KINETICS PORTFOLIOS TRUST - Kinetics Multi-Disciplinary Income Portfolio |
3 |
Maj Invest Holding A/S |
3 |
Brand Asset Management Group, Inc. |
3 |
Boothe Investment Group, Inc. |
3 |
JGP Wealth Management, LLC |
3 |
Avitas Wealth Management LLC |
3 |
Hammer Asset Management, LLC |
3 |
Clayton Partners LLC |
3 |
Old Port Advisors |
3 |
Bell Rock Capital Llc |
3 |
Reitz Capital Advisors LLC |
3 |
Econ Financial Services Corp |
3 |
Acima Private Wealth, Llc |
3 |
Jackson Hole Capital Partners, LLC |
3 |
Insight Wealth Strategies, LLC |
3 |
Apexium Financial, Lp |
3 |
Advisory Resource Group |
3 |
Truehand, Inc |
3 |
MBM Wealth Consultants, LLC |
3 |
Magnus Financial Group LLC |
3 |
Abundance Wealth Counselors |
3 |
Moerus Capital Management LLC |
3 |
Mountaineer Partners Management, LLC |
3 |
Mirova |
3 |
Frisch Financial Group, Inc. |
3 |
Hnp Capital Llc |
3 |
Sycomore Asset Management |
3 |
Alpha Quant Advisors, Llc |
3 |
Gyl Financial Synergies, Llc |
3 |
Aequim Alternative Investments LP |
3 |
Tls Advisors Llc |
3 |
Swaine & Leidel Wealth Services, Llc |
3 |
Occidental Asset Management, LLC |
3 |
Kmg Fiduciary Partners, Llc |
3 |
Nicolet Advisory Services, Llc |
3 |
Waddell & Associates, Llc |
3 |
Requisite Capital Management, LLC |
3 |
Private Capital Management Llc |
3 |
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
3 |
Sound View Wealth Advisors Group, LLC |
3 |
MidWestOne Financial Group, Inc. |
3 |
Putnam High Yield Trust |
3 |
Bpv Family Of Funds |
3 |
Fort Dearborn Income Securities Inc |
3 |
O'connor Equus |
3 |
HBW Advisory Services LLC |
3 |
Curian Series Trust |
3 |
Newmark Risk-managed Opportunistic Fund |
3 |
Union Square Park Capital Management, LLC |
3 |
Ramius Advisors Llc |
3 |
Xcel Wealth Management, LLC |
3 |
Cowen Investment Management LLC |
3 |
Alaska Permanent Fund Corp |
3 |
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
3 |
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
3 |
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
3 |
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
3 |
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares |
3 |
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A |
3 |
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II |
3 |
TGESX - TEMPLETON INSTITUTIONAL FUNDS - Global Equity Series Advisor Class |
3 |
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 |
3 |
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A |
3 |
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income |
3 |
JGDAX - JANUS INVESTMENT FUND - Janus Henderson Global Income Managed Volatility Fund Class A |
3 |
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF |
3 |
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A) |
3 |
Jnl Series Trust - Jnl/causeway International Value Select Fund (a) |
3 |
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
3 |
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) |
3 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
3 |
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
3 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Fund VCT Portfolio : Class I |
3 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I |
3 |
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H |
3 |
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A |
3 |
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A |
3 |
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A |
3 |
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class |
3 |
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A |
3 |
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
3 |
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares |
3 |
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio |
3 |
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
3 |
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio |
3 |
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
3 |
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio |
3 |
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio |
3 |
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
3 |
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class |
3 |
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F |
3 |
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I |
3 |
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
3 |
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV |
3 |
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV |
3 |
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 |
3 |
AMERICAN FUNDS INSURANCE SERIES - Mortgage Fund Class 1 |
3 |
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 |
3 |
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I |
3 |
LOMMX - CGM TRUST - CGM Mutual Fund |
3 |
CGMFX - CGM TRUST - CGM Focus Fund |
3 |
HDAVX - JANUS INVESTMENT FUND - Janus Henderson Dividend & Income Builder Fund Class A |
3 |
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A |
3 |
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A |
3 |
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A |
3 |
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A |
3 |
BAFQX - Brown Advisory Funds - Brown Advisory Emerging Markets Select Fund Institutional Shares |
3 |
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) |
3 |
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
3 |
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares |
3 |
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A |
3 |
CTVAX - MUTUAL FUND SERIES TRUST - Catalyst Small-Cap Insider Buying Fund Class A |
3 |
HIIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH High Income Fund Class A |
3 |
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A |
3 |
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 |
3 |
KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio |
3 |
KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio |
3 |
KINETICS PORTFOLIOS TRUST - Kinetics Small Cap Portfolio |
3 |
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class |
3 |
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
3 |
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
3 |
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
3 |
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
3 |
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
3 |
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity |
3 |
EQ ADVISORS TRUST - EQ/MFS International Value Portfolio Class IB |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
3 |
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA |
3 |
NVHAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Short-Duration High Yield Municipal Bond Fund Class A |
3 |
DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund |
3 |
WSCAX - WANGER ADVISORS TRUST - Wanger International |
3 |
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
3 |
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
3 |
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class |
3 |
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A |
3 |
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
3 |
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
3 |
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A |
3 |
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A |
3 |
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class |
3 |
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class |
3 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 |
3 |
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A |
3 |
WEAIX - Teton Westwood Funds - Teton Westwood Intermediate Bond Fund Class A |
3 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A |
3 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A |
3 |
DEUTSCHE DWS VARIABLE SERIES I - DWS CROCI International VIP Class A |
3 |
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
3 |
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Emerging Markets Fund Class I |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I |
3 |
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund |
3 |
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund |
3 |
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund |
3 |
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
3 |
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A |
3 |
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
3 |
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3 |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Government Mortgage Fund Class 3 |
3 |
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund |
3 |
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund |
3 |
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF |
3 |
BRASX - Blackrock Allocation Target Shares - Bats Series S |
3 |
BEXFX - BARON SELECT FUNDS - Baron Emerging Markets Fund |
3 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio |
3 |
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class |
3 |
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A |
3 |
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund |
3 |
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio |
3 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
3 |
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
3 |
WATPX - WESTERN ASSET FUNDS INC - Western Asset Inflation Indexed Plus Bond Fund Class FI |
3 |
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A |
3 |
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS |
3 |
MFMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Frontier Markets Portfolio Class I |
3 |
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A |
3 |
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A |
3 |
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A |
3 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
3 |
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I |
3 |
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class |
3 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
3 |
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
3 |
BlackRock Funds V - BlackRock GNMA Portfolio Investor A Shares |
3 |
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
3 |
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF |
3 |
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
3 |
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF |
3 |
CEY - Victory Portfolios II - VictoryShares Emerging Market High Div Volatility Wtd ETF |
3 |
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF |
3 |
JOEMX - Advisers Investment Trust - JOHCM Emerging Markets Opportunities Fund Institutional Shares |
3 |
DBLTX - DoubleLine Funds Trust - DoubleLine Total Return Bond Fund Class I |
3 |
GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A |
3 |
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
3 |
QIRIX - AQR Funds - AQR International Relaxed Constraint Equity Fund Class I |
3 |
AQINX - AQR Funds - AQR International Equity Fund Class N |
3 |
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I |
3 |
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares |
3 |
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A |
3 |
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
3 |
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares |
3 |
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I |
3 |
JXGAX - JPMorgan Trust I - JPMorgan Access Growth Fund Class A |
3 |
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I |
3 |
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I |
3 |
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
3 |
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class |
3 |
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
3 |
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A |
3 |
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF |
3 |
IWL - iSHARES TRUST - iShares Russell Top 200 ETF |
3 |
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
3 |
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I |
3 |
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
3 |
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV |
3 |
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV |
3 |
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
3 |
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
3 |
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I |
3 |
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
3 |
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class |
3 |
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class |
3 |
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
3 |
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
3 |
PGBPX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund I-2 |
3 |
PIMCO FUNDS - PIMCO Moderate Duration Portfolio |
3 |
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A |
3 |
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class |
3 |
MFS VARIABLE INSURANCE TRUST II - MFS International Intrinsic Value Portfolio Initial Class |
3 |
FLAU - Franklin Templeton ETF Trust - Franklin FTSE Australia ETF |
3 |
FLLA - Franklin Templeton ETF Trust - Franklin FTSE Latin America ETF |
3 |
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
3 |
Franklin Templeton ETF Trust - Franklin Liberty International Opportunities ETF |
3 |
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF |
3 |
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
3 |
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund |
3 |
FKU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust United Kingdom AlphaDEX Fund |
3 |
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A |
3 |
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
3 |
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A |
3 |
CIHDX - CULLEN FUNDS TRUST - Cullen International High Dividend Fund Retail Class |
3 |
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2 |
3 |
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
3 |
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
3 |
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A |
3 |
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional |
3 |
GSDIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Debt Fund Institutional |
3 |
GSOIX - GOLDMAN SACHS TRUST - Goldman Sachs Government Income Fund Institutional |
3 |
PUTNAM VARIABLE TRUST - Putnam VT International Growth Fund Class IA Shares |
3 |
Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II |
3 |
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares |
3 |
Barings Funds Trust - Barings Emerging Markets Debt Blended Total Return Fund Class C Shares |
3 |
Barings Funds Trust - Barings Global High Yield Fund Class A Shares |
3 |
Barings Funds Trust - Barings Diversified Income Fund Class A Shares |
3 |
REMX - VanEck Vectors ETF Trust - VanEck Vectors Rare Earth/Strategic Metals ETF |
3 |
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - International Equity Portfolio |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio |
3 |
ULTRA SERIES FUND - Large Cap Value Fund Class I |
3 |
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 |
3 |
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class |
3 |
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
3 |
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class |
3 |
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
3 |
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF |
3 |
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A |
3 |
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund |
3 |
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
3 |
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
3 |
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
3 |
AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A |
3 |
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R |
3 |
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF |
3 |
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
3 |
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
3 |
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
3 |
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
3 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
3 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service |
3 |
STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class |
3 |
TFIAX - TIMOTHY PLAN - Timothy Fixed Income Fund Class A |
3 |
TGIAX - TIMOTHY PLAN - Timothy Plan Growth & Income Fund Class A |
3 |
HRSVX - HEARTLAND GROUP INC - HEARTLAND SELECT VALUE FUND Investor Class |
3 |
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
3 |
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
3 |
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A |
3 |
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A |
3 |
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A |
3 |
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class |
3 |
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A |
3 |
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I |
3 |
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A |
3 |
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class |
3 |
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A |
3 |
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
3 |
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A |
3 |
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A |
3 |
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares |
3 |
WWEMX - ADVISORS' INNER CIRCLE FUND - Westwood Emerging Markets Fund Institutional Class Shares |
3 |
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A |
3 |
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A |
3 |
SEKAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Emerging Markets Equity Fund Class A |
3 |
FDEM - FIDELITY COVINGTON TRUST - Fidelity Targeted Emerging Markets Factor ETF |
3 |
FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF |
3 |
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
3 |
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
3 |
TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A |
3 |
AEMTX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Equity A |
3 |
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D |
3 |
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class |
3 |
Dfa Investment Trust Co - The United Kingdom Small Company Series |
3 |
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
3 |
CSIGX - CARILLON SERIES TRUST - Carillon Scout International Fund Class A |
3 |
MHOAX - MFS SERIES TRUST III - MFS Global High Yield Fund A |
3 |
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
3 |
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund |
3 |
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund |
3 |
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund |
3 |
FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund |
3 |
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund |
3 |
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund |
3 |
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund |
3 |
FEDDX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Discovery Fund |
3 |
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
3 |
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A |
3 |
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF |
3 |
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF |
3 |
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF |
3 |
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
3 |
BBAX - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia ex-Japan ETF |
3 |
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class |
3 |
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
3 |
JFTAX - JPMorgan Trust I - JPMorgan International Advantage Fund Class A |
3 |
OIEAX - JPMORGAN TRUST II - JPMorgan International Research Enhanced Equity Fund Class I |
3 |
HYD - VanEck Vectors ETF Trust - VanEck Vectors High-Yield Municipal Index ETF |
3 |
PDHAX - PRUDENTIAL WORLD FUND, INC. - PGIM Emerging Markets Debt Hard Currency Fund Class A |
3 |
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A |
3 |
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 |
3 |
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 |
3 |
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund |
3 |
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I |
3 |
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S |
3 |
DPEMX - DELAWARE POOLED TRUST - Macquarie Emerging Markets Portfolio DPT CLASS |
3 |
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
3 |
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
3 |
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
3 |
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
3 |
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF |
3 |
LMBS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Low Duration Opportunities ETF |
3 |
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF |
3 |
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
3 |
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF |
3 |
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF |
3 |
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
3 |
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
3 |
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
3 |
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF |
3 |
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF |
3 |
DVYE - iShares, Inc. - iShares Emerging Markets Dividend ETF |
3 |
IDV - iSHARES TRUST - iShares International Select Dividend ETF |
3 |
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
3 |
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
3 |
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund |
3 |
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund |
3 |
QLVE - FlexShares Trust - FlexShares Emerging Markets Quality Low Volatility Index Fund |
3 |
MBSD - FlexShares Trust - FlexShares Disciplined Duration MBS Index Fund |
3 |
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund |
3 |
SCIX - Global X Funds - Global X Scientific Beta Asia ex-Japan ETF |
3 |
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF |
3 |
SDEM - Global X Funds - Global X MSCI SuperDividend Emerging Markets ETF |
3 |
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
3 |
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF |
3 |
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A |
3 |
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
3 |
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
3 |
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
3 |
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
3 |
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF |
3 |
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF |
3 |
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF |
3 |
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
3 |
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
3 |
DMDV - ETF Series Solutions - AAM S&P Developed Markets High Dividend Value ETF |
3 |
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
3 |
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class |
3 |
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class |
3 |
FARRX - Franklin Investors Securities Trust - Franklin Real Return Fund Advisor Class |
3 |
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A |
3 |
SEMVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Equity Fund Class A |
3 |
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 |
3 |
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 |
3 |
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 |
3 |
EQIAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Income Fund Class A |
3 |
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A |
3 |
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares |
3 |
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares |
3 |
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
3 |
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
3 |
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P |
3 |
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF |
3 |
LVPIX - Profunds - Large-cap Value Profund Investor Class |
3 |
ULPIX - Profunds - Ultrabull Profund Investor Class |
3 |
BLPIX - Profunds - Bull Profund Investor Class |
3 |
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF |
3 |
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
3 |
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF |
3 |
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
3 |
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares |
3 |
PBW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco WilderHill Clean Energy ETF |
3 |
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
3 |
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
3 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 |
3 |
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A |
3 |
55i, Llc |
3 |
Silicon Hills Wealth Management, LLC |
3 |
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A |
3 |
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund |
3 |
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund |
3 |
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A |
3 |
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A |
3 |
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A |
3 |
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
3 |
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
3 |
Compass Ion Advisors, LLC |
3 |
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
3 |
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares |
3 |
MLIMX - BNY MELLON FUNDS TRUST - BNY Mellon International Equity Income Fund Class M |
3 |
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares |
3 |
MEMKX - BNY MELLON FUNDS TRUST - BNY Mellon Emerging Markets Fund Class M Shares |
3 |
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
3 |
MGSIX - MFS SERIES TRUST XIII - MFS Government Securities Fund I |
3 |
BGLBX - BMO FUNDS, INC. - BMO Global Low Volatility Equity Fund Class I |
3 |
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund |
3 |
MHBNX - BMO FUNDS, INC. - BMO High Yield Bond Fund Class I |
3 |
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A |
3 |
MGIAX - MFS SERIES TRUST X - MFS International Intrinsic Value Fund A |
3 |
DRIV - Global X Funds - Global X Autonomous & Electric Vehicles ETF |
3 |
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class |
3 |
POEYX - PRINCIPAL FUNDS INC - Origin Emerging Markets Fund Class A |
3 |
Beacon Financial Advisory LLC |
3 |
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
3 |
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
3 |
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
3 |
TEMFX - TEMPLETON FUNDS - Templeton Foreign Fund Class A |
3 |
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class |
3 |
SUIAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS CROCI International Fund Class A |
3 |
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A |
3 |
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A |
3 |
COSAX - Columbia Funds Series Trust II - Columbia Overseas Core Fund Class A |
3 |
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF |
3 |
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
3 |
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
3 |
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund |
3 |
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class |
3 |
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
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 |
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
3 |
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
3 |
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 |
3 |
HDEF - DBX ETF TRUST - Xtrackers MSCI EAFE High Dividend Yield Equity ETF |
3 |
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund |
3 |
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
3 |
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A |
3 |
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
3 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio |
3 |
VCFVX - VALIC Co I - International Value Fund |
3 |
VCCCX - VALIC Co I - Capital Conservation Fund |
3 |
VCTPX - VALIC Co I - Inflation Protected Fund |
3 |
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A |
3 |
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
3 |
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
3 |
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
3 |
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF |
3 |
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund |
3 |
VCSVX - VALIC Co II - Small Cap Value Fund |
3 |
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio |
3 |
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
3 |
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
3 |
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF |
3 |
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
3 |
EWA - iShares, Inc. - iShares MSCI Australia ETF |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio |
3 |
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF |
3 |
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
3 |
EPP - iShares, Inc. - iShares MSCI Pacific ex Japan ETF |
3 |
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF |
3 |
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF |
3 |
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF |
3 |
PSCM - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Materials ETF |
3 |
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
3 |
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
3 |
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M |
3 |
Provident Wealth Management, LLC |
3 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C |
3 |
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A |
3 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A |
3 |
AMDWX - AMANA MUTUAL FUNDS TRUST - Amana Developing World Fund Investor Shares |
3 |
Briaud Financial Planning, Inc |
3 |
Tobias Financial Advisors, Inc. |
3 |
Sentinel Pension Advisors Inc |
3 |
Gill Capital Partners, Llc |
3 |
Perennial Investment Advisors, LLC |
3 |
TBH Global Asset Management, LLC |
3 |
Single Point Partners, LLC |
3 |
Advanced Research Investment Solutions, Llc |
3 |
HBC Financial Services, PLLC |
3 |
Crake Asset Management LLP |
3 |
Sage Rock Capital Management LP |
3 |
Brightlight Capital Management Lp |
3 |
Core Wealth Advisors, Inc. |
3 |
Blueprint Investment Partners LLC |
3 |
Argent Advisors, Inc. |
3 |
Kerntke Otto McGlone Wealth Management Group |
3 |
PAX Financial Group, LLC |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
3 |
Fusion Capital, LLC |
3 |
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF |
3 |
Wealth Enhancement & Preservation of GA, LLC |
3 |
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I |
3 |
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares |
3 |
Engrave Wealth Partners LLC |
3 |
Sowa Financial Group, Inc. |
3 |
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF |
3 |
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF |
3 |
Westshore Wealth, LLC |
3 |
Arena Investors LP |
3 |
Davidson Capital Management Inc. |
3 |
Winton Capital Management Ltd |
3 |
Willow Street Advisors LLC |
3 |
Silver Bridge Capital Management LLC |
3 |
Bedlam Asset Management plc |
3 |
Souders Financial Advisors |
3 |
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class |
3 |
E Fund Management (Hong Kong) Co., Ltd. |
3 |
Apella Capital, LLC |
3 |
Wellspring Financial Advisors, LLC |
3 |
Walled Lake Planning & Wealth Management, Llc |
3 |
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
3 |
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares |
3 |
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares |
3 |
LKEQX - LKCM Funds - LKCM Equity Fund |
3 |
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class |
3 |
MVPFX - NORTHERN LIGHTS FUND TRUST III - Marathon Value Portfolio |
3 |
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares |
3 |
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF |
3 |
MISEX - Midas Series Trust - Midas Magic |
3 |
ADOAX - NORTHERN LIGHTS FUND TRUST III - ACM Dynamic Opportunity Fund Class A Shares |
3 |
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
3 |
OTGAX - World Funds Trust - OTG Latin America Fund Class A Shares |
3 |
TWWDX - LORD ASSET MANAGEMENT TRUST - Thomas White International Fund Investor Class |
3 |
NovaPoint Capital, LLC |
3 |
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund |
3 |
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
3 |
RWDIX - Two Roads Shared Trust - Redwood Managed Volatility Fund Class I |
3 |
WDIVX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL DIVIDEND GROWTH FUND Institutional Class Shares |
3 |
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
3 |
EPIBX - Investment Managers Series Trust - EuroPac International Bond Fund Class A |
3 |
GCINX - GREEN CENTURY FUNDS - Green Century MSCI International Index Fund Individual Investor Class |
3 |
RAALX - Two Roads Shared Trust - Conductor Global Equity Value Fund Class A |
3 |
ZIG - ETF Series Solutions - The Acquirers Fund |
3 |
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class |
3 |
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
3 |
GQGPX - Advisors' Inner Circle Fund III - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares |
3 |
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF |
3 |
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class |
3 |
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class |
3 |
STBFX - SATURNA INVESTMENT TRUST - Sextant Short-Term Bond Fund |
3 |
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I |
3 |
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class |
3 |
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF |
3 |
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans |
3 |
SIEYX - SARATOGA ADVANTAGE TRUST - International Equity Portfolio Class A |
3 |
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
3 |
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF |
3 |
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF |
3 |
SNWAX - TRUST FOR PROFESSIONAL MANAGERS - Snow Capital Small Cap Value Fund - Class A Shares |
3 |
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class |
3 |
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
3 |
Prudent Man Advisors, LLC |
3 |
GWM Asset Management Ltd |
3 |
Wilkinson Ogrady & Co Inc /ny |
3 |
Jacob Asset Management Of New York Llc |
3 |
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class |
3 |
Gleason Group, Inc. |
3 |
Advisor OS, LLC |
3 |
P&S Credit Management, L.P. |
3 |
Baltimore-Washington Financial Advisors Inc. |
3 |
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund |
3 |
CAFRX - Commonwealth International Series Trust - Africa Fund |
3 |
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares |
3 |
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF |
3 |
Barrick Gold Corp |
3 |
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
3 |
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF |
3 |
Windmill Hill Asset Management Ltd |
3 |
Capital Growth Management Lp |
3 |
Arena Capital Advisors, LLC- CA |
3 |
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y |
3 |
IGIEX - Ashmore Funds - Ashmore Emerging Markets Investment Grade Income Fund Institutional Class |
3 |
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class |
3 |
ACVF - ETF Opportunities Trust - American Conservative Values ETF |
3 |
Prairiewood Capital, LLC |
3 |
Oak Harvest Investment Services |
3 |
Golden Green, Inc. |
3 |
TrueWealth Advisors, LLC |
3 |
TruWealth Advisors, LLC |
3 |
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF |
3 |
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF |
3 |
IVC Wealth Advisors LLC |
3 |
West Financial Advisors, LLC |
3 |
DCM Advisors, LLC |
3 |
Mizuho Markets Americas Llc |
3 |
San Luis Wealth Advisors LLC |
3 |
Mitchell & Pahl Private Wealth, Llc |
3 |
Annandale Capital, LLC |
3 |
Octavia Wealth Advisors, LLC |
3 |
Collective Family Office Llc |
3 |
Bluesphere Advisors, LLC |
3 |
CFS Investment Advisory Services, LLC |
3 |
Arctis Global LLC |
3 |
Greystone Financial Group, LLC |
3 |
McGinn Investment Management, Inc. |
3 |
Curated Wealth Partners LLC |
3 |
Sax Wealth Advisors, Llc |
3 |
Verdad Advisers, LP |
3 |
Simplify Asset Management Inc. |
3 |
True Link Financial Advisors, LLC |
3 |
MBL Wealth, LLC |
3 |
Ritter Daniher Financial Advisory, Llc |
3 |
Jones Road Capital Management, L.p. |
3 |
Heron Bay Capital Management |
3 |
F/M Investments LLC |
3 |
Sourcerock Group LLC |
3 |
Hudson Value Partners, LLC |
3 |
Round Rock Advisors, LLC |
3 |
Trybe Capital Management LP |
3 |
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF |
3 |
InTrack Investment Management Inc |
3 |
VCAR - Simplify Exchange Traded Funds - Simplify Volt RoboCar Disruption and Tech ETF |
3 |
VELA Funds - VELA Small Cap Fund Class I |
3 |
VELA Funds - VELA International Fund Class I |
3 |
Tru Independence Asset Management 2, Llc |
3 |
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF |
3 |
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF |
3 |
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class |
3 |
PHSWX - MSS Series Trust - Parvin Hedged Equity Solari World Fund |
3 |
Granby Capital Management, LLC |
3 |
Benedetti & Gucer, Inc. |
3 |
LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF |
3 |
Refined Wealth Management |
3 |
Triumph Capital Management |
3 |
LBCGX - Ultimus Managers Trust - Left Brain Compound Growth Fund |
3 |
Cherry Creek Investment Advisors, Inc. |
3 |
Omni Partners US LLC |
3 |
Dryden Capital, LLC |
3 |
OEQIX - Brookfield Investment Funds - Oaktree Emerging Markets Equity Fund Class I |
3 |
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF |
3 |
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares |
3 |
JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
3 |
PSUYX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Value Fund : Class Y |
3 |
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
3 |
J Arnold Wealth Management Co |
3 |
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
3 |
Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
3 |
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 |
3 |
IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF |
3 |
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF |
3 |
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF |
3 |
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF |
3 |
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A |
3 |
Innova Wealth Partners |
3 |
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
3 |
PHLOX - World Funds Trust - Philotimo Focused Growth and Income Fund |
3 |
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C |
3 |
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF |
3 |
Badgley Phelps Wealth Managers, LLC |
3 |
STFGX - Advisers Investment Trust - State Farm Growth Fund |
3 |
Praetorian Capital Management LLC |
3 |
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF |
3 |
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF |
3 |
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF |
3 |
JHMB - John Hancock Exchange-Traded Fund Trust - John Hancock Mortgage-Backed Securities ETF |
3 |
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF |
3 |
TKG Advisors, LLC |
3 |
Level Financial Advisors, Inc. |
3 |
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF |
3 |
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF |
3 |
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF |
3 |
USVT - Ultimus Managers Trust - US VALUE ETF |
3 |
Highview Capital Management LLC/DE/ |
3 |
Absolute Capital Management, LLC |
3 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF |
3 |
Ml & R Wealth Management Llc |
3 |
Kathleen S. Wright Associates Inc. |
3 |
Zimmermann Investment Management & Planning Llc |
3 |
Scissortail Wealth Management, LLC |
3 |
Jackson Thornton Asset Management, Llc |
3 |
Capital Market Strategies LLC |
3 |
Covea Finance |
3 |
VELA Investment Management, LLC |
3 |
MAS Advisors LLC |
3 |
FRG Family Wealth Advisors LLC |
3 |
Northcape Wealth Management, Llc |
3 |
Flynn Zito Capital Management, Llc |
3 |
Henrickson Nauta Wealth Advisors, Inc. |
3 |
Chemistry Wealth Management LLC |
3 |
Caldwell Investment Management Ltd. |
3 |
True North Advisors, LLC |
3 |
Fifth Lane Capital, Lp |
3 |
Mmbg Investment Advisors Co. |
3 |
CTC Capital Management, LLC |
3 |
Resolute Capital Asset Partners LLC |
3 |
Seaport Global Advisors, LLC |
3 |
Hiddenite Capital Partners LP |
3 |
Dravo Bay Llc |
3 |
Mid-American Wealth Advisory Group, Inc. |
3 |
Granite Bay Wealth Management, LLC |
3 |
Monolith Advisors |
3 |
Richwood Investment Advisors, LLC |
3 |
Channing Global Advisors, Llc |
3 |
Rainsberger Wealth Advisors, Inc. |
3 |
C2C Wealth Management, LLC |
3 |
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares |
3 |
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF |
3 |
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K |
3 |
MEME - Listed Funds Trust - Roundhill MEME ETF |
3 |
Glassy Mountain Advisors, Inc. |
3 |
American Trust |
3 |
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
3 |
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares |
3 |
WMNUX - Ultimus Managers Trust - Westwood Alternative Income Fund Ultra Shares |
3 |
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares |
3 |
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES |
3 |
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
3 |
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares |
3 |
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
3 |
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares |
3 |
Smallwood Wealth Investment Management, LLC |
3 |
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class |
3 |
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF |
3 |
TIME - Capitol Series Trust - Clockwise Capital Innovation ETF |
3 |
Retireful, LLC |
3 |
Insight Inv LLC |
3 |
Capital Financial Services, LLC |
3 |
Commons Capital, Llc |
3 |
Sarissa Consulting Llc |
3 |
L.m. Kohn & Company |
3 |
KGHG - Krane Shares Trust - KraneShares Global Carbon Transformation ETF |
3 |
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF |
3 |
FSYNX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable Emerging Markets Equity Fund Fidelity Advisor Sustainable Emerging Markets Equity Fund: Class M |
3 |
FSSGX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable Emerging Markets Equity Fund |
3 |
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6 |
3 |
EMWLX - LORD ABBETT TRUST I - Lord Abbett Emerging Markets Equity Fund Class R6 |
3 |
Crown Wealth Group, LLC |
3 |
Advocate Group Llc |
3 |
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund |
3 |
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF |
3 |
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF |
3 |
HSIDX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable International Core Fund Class SDR |
3 |
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class |
3 |
Mesirow Institutional Investment Management, Inc. |
3 |
Investidor Profissional Gestao de Recursos Ltda. |
3 |
Exos TFP Holdings LLC |
3 |
STRV - EA Series Trust - Strive 500 ETF |
3 |
Emerge ETF Trust - Emerge EMPWR Unified Sustainable Equity ETF |
3 |
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
3 |
JDM Financial Group LLC |
3 |
Cyndeo Wealth Partners, LLC |
3 |
Systrade AG |
3 |
Chapin Davis, Inc. |
3 |
Pacific Sage Partners, LLC |
3 |
Breakwater Capital Group |
3 |
Olistico Wealth, LLC |
3 |
B.O.S.S. Retirement Advisors, LLC |
3 |
Cassaday & Co Wealth Management LLC |
3 |
Team Hewins, LLC |
3 |
Hobart Private Capital, LLC |
3 |
Allstate Investment Management Co |
3 |
Grey Fox Wealth Advisors, LLC |
3 |
Auto-Owners Insurance Co |
3 |
Innovis Asset Management Llc |
3 |
Freedom Wealth Alliance, Llc |
3 |
Meeder Advisory Services, Inc. |
3 |
Per Stirling Capital Management, LLC. |
3 |
Live Oak Investment Partners |
3 |
Wallace Advisory Group, LLC |
3 |
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF |
3 |
CARY - Angel Oak Funds Trust - Angel Oak Income ETF |
3 |
Putnam ETF Trust - Putnam PanAgora ESG Emerging Markets Equity ETF - |
3 |
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - |
3 |
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
3 |
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF |
3 |
STXG - EA Series Trust - Strive 1000 Growth ETF |
3 |
STXV - EA Series Trust - Strive 1000 Value ETF |
3 |
Foresight Global Investors, Inc. |
3 |
V-Square Quantitative Management LLC |
3 |
25 Llc |
3 |
Nilsine Partners, LLC |
3 |
UTFOX - Starboard Investment Trust - Utah Focus Fund Institutional Class |
3 |
Ofi Invest Asset Management |
3 |
Ruggaard & Associates LLC |
3 |
Ewa, Llc |
3 |
Titleist Asset Management, Llc |
3 |
VVJCX - Voya FUNDS TRUST - Voya Short Duration High Income Fund Class I |
3 |
EMDM - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Bloomberg Emerging Market Democracies ETF |
3 |
Abacus Wealth Partners, LLC |
3 |
MEMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets ex China Active ETF |
3 |
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF |
3 |
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
3 |
SPROTT FUNDS TRUST - Sprott Lithium Miners ETF |
3 |
FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF |
3 |
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
3 |
CRDT - Simplify Exchange Traded Funds - Simplify Opportunistic Income ETF |
3 |
Guidance Capital, Inc |
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 |
Fidelity Multi-Strategy Credit Fund |
3 |
ILIT - iSHARES TRUST - iShares Lithium Miners and Producers ETF |
3 |
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund |
3 |
Silvia Mccoll Wealth Management, Llc |
3 |
Prosperity Wealth Management, Inc. |
3 |
CGC Financial Services, LLC |
3 |
FEMYX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Emerging Markets Fund |
3 |
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I |
3 |
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF |
3 |
Constant Guidance Financial LLC |
3 |
WFA Asset Management Corp |
3 |
BRAZ - Global X Funds - Global X Brazil Active ETF |
3 |
Strategic Advocates LLC |
3 |
Burns Matteson Capital Management, LLC |
3 |
Moss Adams Wealth Advisors LLC |
3 |
Trust Point Inc. |
3 |
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
3 |
GMOIX - GMO TRUST - GMO International Equity Fund Class III |
3 |
Cullen Investment Group, Ltd. |
3 |
Naples Money Management LLC |
3 |
Glenorchy Capital Ltd |
3 |
Everpar Advisors Llc |
3 |
Quotient Wealth Partners, LLC |
3 |
Harmony Asset Management Llc |
3 |
New Century Financial Group, LLC |
3 |
BayBridge Capital Group, LLC |
3 |
Catalytic Wealth RIA, LLC |
3 |
Maia Wealth LLC |
3 |
Christopher J. Hasenberg, Inc |
3 |
Ilex Capital Partners (UK) LLP |
3 |
Inspire Trust Co, N.a. |
3 |
Systematic Portfolios LLC |
3 |
Clarity Asset Management, Inc. |
3 |
United Advisor Group, LLC |
3 |
Richardson Financial Services Inc. |
3 |
Leo Wealth, LLC |
3 |
Livelsberger Financial Advisory |
3 |
waypoint wealth counsel |
3 |
BlackRock ETF Trust II - BlackRock Total Return ETF |
3 |
AAEYX - Adviser Managed Trust - Core Fixed Income Fund |
3 |
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF |
3 |
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
3 |
PSH - PGIM ETF TRUST - PGIM Short Duration HIgh Yield ETF |
3 |
EV - NEOS ETF Trust - Mast Global Battery Recycling & Production ETF |
3 |
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares |
3 |
Passumpsic Savings Bank |
3 |
Mowery & Schoenfeld Wealth Management, LLC |
3 |
Sugar Maple Asset Management, LLC |
3 |
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
3 |
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
3 |
Raelipskie Partnership |
3 |
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio |
3 |
Bank & Trust Co |
3 |
Ping Capital Management, Inc. |
3 |
North of South Capital LLP |
3 |
William B. Walkup & Associates, Inc. |
3 |
Centennial Bank/AR/ |
3 |
Custom Portfolio Group LLC |
3 |
New Wave Wealth Advisors Llc |
3 |
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund |
3 |
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
3 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF |
3 |
Pure Portfolios Holdings Llc |
3 |
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF |
3 |
American Alpha Advisors, LLC |
3 |
Safe Harbor Fiduciary, LLC |
3 |
Cascades Capital Asset Management, LLC |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
3 |
Oddo Bhf Asset Management Sas |
3 |
Retirement Wealth Solutions LLC |
3 |
Crews Bank & Trust |
3 |
YANKCOM Partnership |
3 |
Tandem Financial, LLC |
3 |
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF |
3 |
Asset Planning,Inc |
3 |
Bank of Jackson Hole Trust |
3 |
Centricity Wealth Management, LLC |
3 |
Generali Powszechne Towarzystwo Emerytalne |
3 |
Hopwood Financial Services, Inc. |
3 |
Decagon Asset Management LLP |
3 |
Generali Investments, Management Co LLC |
3 |
Intellus Advisors LLC |
3 |
Crowley Wealth Management, Inc. |
3 |
Prospect Financial Group LLC |
3 |
Potentia Wealth |
3 |
Trans-Canada Capital Inc. |
3 |
May Hill Capital, LLC |
3 |
Uniting Wealth Partners, LLC |
3 |
Sharpepoint Llc |
3 |
TT Capital Management LLC |
3 |
MSH Capital Advisors LLC |
3 |
Stonehaven Wealth & Tax Solutions, Llc |
3 |
Leigh Baldwin & Co., Llc |
3 |
Banque de Luxembourg S.A. |
3 |
Minot DeBlois Advisors LLC |
3 |
Anderson Financial Strategies, LLC |
3 |
1248 Management, LLC |
3 |
Fourth Dimension Wealth, LLC |
3 |
FEMR - FIDELITY COVINGTON TRUST - Fidelity Enhanced Emerging Markets ETF |
3 |
GMOI - 2023 ETF Series Trust II - GMO International Value ETF |
3 |
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF |
3 |
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES |
3 |
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P |
3 |
Aegis Wealth Management LLC |
3 |
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF |
3 |
MILK - Pacer Funds Trust - Pacer US Cash Cows Bond ETF |
3 |
Stance Capital Llc |
3 |
COPY - RBB Fund Trust - Tweedy, Browne Insider + Value ETF |
3 |
Ccm Investment Group, Llc |
3 |
Ransom Advisory, Ltd |
3 |
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class |
3 |
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C |
3 |
Victory Variable Insurance Funds II - Victory Pioneer Strategic Income VCT Portfolio Class II |
3 |
Militia Capital Partners, LP |
3 |
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF |
3 |
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund |
3 |
DRISX - Exchange Place Advisors Trust - NORTH SQUARE SMALL CAP VALUE FUND Class I |
3 |
Maseco Llp |
3 |
Cherokee Insurance Co |
3 |
BCS Private Wealth Management, Inc. |
3 |
Rexford Capital Inc |
3 |
JAKWX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class NAV |
3 |
Evolution Wealth Management Inc. |
3 |