Proequities, Inc. |
95 |
UBS Group AG |
90 |
Millennium Management Llc |
88 |
Citadel Advisors Llc |
85 |
Bank Of America Corp /de/ |
84 |
Jpmorgan Chase & Co |
81 |
Morgan Stanley |
81 |
Royal Bank Of Canada |
78 |
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
77 |
Wells Fargo & Company/mn |
75 |
Goldman Sachs Group Inc |
75 |
Tower Research Capital LLC (TRC) |
74 |
Susquehanna International Group, Llp |
73 |
Citigroup Inc |
69 |
Geode Capital Management, Llc |
68 |
Deutsche Bank Ag\ |
67 |
Magnetar Financial LLC |
66 |
Walleye Capital LLC |
66 |
Credit Suisse Ag/ |
65 |
Walleye Trading LLC |
65 |
Hrt Financial Lp |
64 |
D. E. Shaw & Co., Inc. |
64 |
BlackRock, Inc. |
64 |
Jane Street Group, Llc |
64 |
Wolverine Asset Management Llc |
63 |
Barclays Plc |
63 |
Verition Fund Management LLC |
63 |
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
62 |
Group One Trading, L.p. |
61 |
Bank Of Montreal /can/ |
60 |
Virtu Financial LLC |
60 |
Simplex Trading, Llc |
59 |
Boothbay Fund Management, Llc |
59 |
Highbridge Capital Management Llc |
59 |
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
58 |
Two Sigma Investments, Lp |
58 |
Fmr Llc |
58 |
Bank of New York Mellon Corp |
58 |
Bnp Paribas Arbitrage, Sa |
57 |
Vanguard Group Inc |
57 |
Invesco Ltd. |
57 |
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
57 |
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
56 |
Ameriprise Financial Inc |
56 |
Marshall Wace, Llp |
56 |
State Street Corp |
56 |
Northern Trust Corp |
55 |
SG Americas Securities, LLC |
55 |
Jefferies Group LLC |
55 |
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
55 |
Renaissance Technologies Llc |
55 |
Prelude Capital Management, Llc |
55 |
Panagora Asset Management Inc |
54 |
New York State Common Retirement Fund |
54 |
Advisor Group Holdings, Inc. |
54 |
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
54 |
Hudson Bay Capital Management LP |
52 |
Cutler Group LP |
52 |
Manufacturers Life Insurance Company, The |
52 |
Us Bancorp \de\ |
51 |
Qube Research & Technologies Ltd |
51 |
Nomura Holdings Inc |
51 |
Charles Schwab Investment Management Inc |
51 |
Cubist Systematic Strategies, LLC |
51 |
BlueCrest Capital Management Ltd |
51 |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
51 |
PEAK6 Investments LLC |
51 |
Wolverine Trading, Llc |
51 |
American International Group, Inc. |
50 |
California State Teachers Retirement System |
50 |
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
50 |
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
50 |
Legal & General Group Plc |
50 |
Sei Investments Co |
49 |
Creative Planning |
49 |
Cnh Partners Llc |
49 |
Paloma Partners Management Co |
48 |
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
48 |
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
48 |
Pnc Financial Services Group, Inc. |
48 |
Gsa Capital Partners Llp |
48 |
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
48 |
Alliancebernstein L.p. |
48 |
LMR Partners LLP |
48 |
Schonfeld Strategic Advisors LLC |
48 |
Rhumbline Advisers |
47 |
Parametric Portfolio Associates Llc |
47 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
47 |
Captrust Financial Advisors |
47 |
IFP Advisors, Inc |
47 |
Victory Capital Management Inc |
46 |
Parallax Volatility Advisers, L.P. |
46 |
Allianz Asset Management GmbH |
46 |
Squarepoint Ops LLC |
46 |
Zurcher Kantonalbank (Zurich Cantonalbank) |
46 |
Css Llc/il |
46 |
Tudor Investment Corp Et Al |
46 |
Two Sigma Advisers, Lp |
46 |
Polar Asset Management Partners Inc. |
46 |
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
46 |
Aqr Capital Management Llc |
46 |
Northwestern Mutual Wealth Management Co |
45 |
Strs Ohio |
45 |
Principal Funds Inc |
45 |
Price T Rowe Associates Inc /md/ |
45 |
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
45 |
Pacer Advisors, Inc. |
45 |
PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
45 |
American Century Companies Inc |
44 |
Dimensional Fund Advisors Lp |
44 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
44 |
California Public Employees Retirement System |
44 |
College Retirement Equities Fund |
44 |
ExodusPoint Capital Management, LP |
44 |
Balyasny Asset Management Llc |
44 |
Two Sigma Securities, Llc |
44 |
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
44 |
Envestnet Asset Management Inc |
43 |
Alpine Global Management, LLC |
43 |
Swiss National Bank |
43 |
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
43 |
Neuberger Berman Group LLC |
43 |
Russell Investments Group, Ltd. |
43 |
Voya Investment Management Llc |
43 |
First Trust Advisors Lp |
43 |
Ubs Asset Management Americas Inc |
43 |
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
43 |
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
43 |
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
43 |
Ameritas Investment Partners, Inc. |
43 |
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
43 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
43 |
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
43 |
Stifel Financial Corp |
43 |
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
43 |
Gabelli Funds Llc |
43 |
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
43 |
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
42 |
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
42 |
Quantbot Technologies LP |
42 |
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
42 |
Arrowstreet Capital, Limited Partnership |
42 |
Engineers Gate Manager LP |
42 |
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
42 |
Cwm, Llc |
42 |
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
41 |
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
41 |
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
41 |
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
41 |
Wellington Management Group Llp |
41 |
Federated Hermes, Inc. |
41 |
Teacher Retirement System Of Texas |
41 |
Metropolitan Life Insurance Co/ny |
41 |
Hbk Investments L P |
41 |
Fifth Third Bancorp |
41 |
Picton Mahoney Asset Management |
41 |
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
41 |
Quadrant Capital Group Llc |
41 |
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
41 |
Point72 Asset Management, L.P. |
40 |
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
40 |
XTX Topco Ltd |
40 |
Nisa Investment Advisors, Llc |
40 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
40 |
Hsbc Holdings Plc |
40 |
Huntington National Bank |
40 |
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
40 |
Macquarie Group Ltd |
40 |
Oxford Asset Management Llp |
40 |
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
40 |
Trexquant Investment LP |
39 |
Ancora Advisors, LLC |
39 |
LPL Financial LLC |
39 |
Weiss Asset Management LP |
39 |
Principal Financial Group Inc |
39 |
Federation des caisses Desjardins du Quebec |
39 |
Ladenburg Thalmann Financial Services Inc |
39 |
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
39 |
ProShare Advisors LLC |
39 |
Dynamic Technology Lab Private Ltd |
39 |
O'shaughnessy Asset Management, Llc |
39 |
Bridgeway Capital Management Inc |
39 |
Gotham Asset Management, LLC |
39 |
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
39 |
Man Group plc |
38 |
OMERS ADMINISTRATION Corp |
38 |
Sterling Capital Management LLC |
38 |
Lazard Asset Management Llc |
38 |
NOSGX - Northern Funds - Northern Small Cap Value Fund |
38 |
Parallel Advisors, LLC |
38 |
Advisory Services Network, LLC |
38 |
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
38 |
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
38 |
Thrivent Financial For Lutherans |
38 |
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
38 |
Nuveen Asset Management, LLC |
38 |
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
38 |
Raymond James & Associates |
38 |
State Of Wisconsin Investment Board |
38 |
Point72 Hong Kong Ltd |
38 |
BlackRock Institutional Trust Company, N.A. |
38 |
Amalgamated Bank |
38 |
Prudential Financial Inc |
38 |
Alberta Investment Management Corp |
38 |
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
38 |
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
38 |
Glazer Capital, Llc |
38 |
HighTower Advisors, LLC |
38 |
Acadian Asset Management Llc |
38 |
State Board Of Administration Of Florida Retirement System |
37 |
IDRV - iSHARES TRUST - iShares Self-Driving EV and Tech ETF |
37 |
Jump Financial, LLC |
37 |
Ubs Ag |
37 |
Norges Bank |
37 |
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
37 |
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
37 |
Comerica Bank |
37 |
Allworth Financial LP |
37 |
Teachers Advisors, Llc |
37 |
Tiaa Cref Investment Management Llc |
37 |
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
37 |
Guggenheim Capital Llc |
36 |
FNY Investment Advisers, LLC |
36 |
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
36 |
A.R.T. Advisors, LLC |
36 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
36 |
Glenmede Trust Co Na |
36 |
Steward Partners Investment Advisory, Llc |
36 |
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
36 |
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
36 |
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
36 |
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
36 |
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
36 |
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
36 |
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
36 |
Raymond James Financial Inc |
36 |
BlackRock Advisors LLC |
36 |
Signaturefd, Llc |
35 |
Nationwide Fund Advisors |
35 |
Aperio Group, LLC |
35 |
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 |
35 |
First Horizon Advisors, Inc. |
35 |
MetLife Investment Management, LLC |
35 |
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
35 |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
35 |
Moore Capital Management, Lp |
35 |
PDT Partners, LLC |
35 |
Janus Henderson Group Plc |
35 |
MUFG Americas Holdings Corp |
35 |
PEAK6 Investments, L.P. |
35 |
BlackRock Investment Management, LLC |
35 |
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
35 |
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
35 |
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
35 |
BlackRock Fund Advisors |
35 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
35 |
Royce & Associates Lp |
35 |
Great West Life Assurance Co /can/ |
35 |
Public Employees Retirement System Of Ohio |
35 |
Centiva Capital, LP |
34 |
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
34 |
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
34 |
Arizona State Retirement System |
34 |
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
34 |
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
34 |
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
34 |
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
34 |
KBC Group NV |
34 |
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
34 |
Ellington Management Group Llc |
34 |
Cowen And Company, Llc |
34 |
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
34 |
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
34 |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
34 |
BlackRock Group LTD |
34 |
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
34 |
Quadrature Capital Ltd |
33 |
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
33 |
Canada Pension Plan Investment Board |
33 |
Meeder Asset Management Inc |
33 |
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
33 |
Russell Frank Co/ |
33 |
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
33 |
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
33 |
Bessemer Group Inc |
33 |
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
33 |
Vanguard Index Funds |
33 |
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
33 |
Franklin Resources Inc |
33 |
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
33 |
Janney Montgomery Scott LLC |
33 |
Algert Global Llc |
33 |
Kcg Holdings, Inc. |
33 |
Healthcare Of Ontario Pension Plan Trust Fund |
33 |
Mariner, LLC |
33 |
Raymond James Financial Services Advisors, Inc. |
32 |
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
32 |
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
32 |
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
32 |
Jacobs Levy Equity Management, Inc |
32 |
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
32 |
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
32 |
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
32 |
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
32 |
Capstone Investment Advisors, Llc |
32 |
Marshall Wace North America L.P. |
32 |
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
32 |
State of Tennessee, Treasury Department |
32 |
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
32 |
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
32 |
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
32 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
32 |
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
32 |
Linden Advisors Lp |
32 |
Brandywine Global Investment Management, LLC |
32 |
Assetmark, Inc |
32 |
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
32 |
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
32 |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
32 |
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
32 |
Toronto Dominion Bank |
32 |
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
32 |
Advisor Group, Inc. |
32 |
Gamco Investors, Inc. Et Al |
32 |
VDAFX - VALIC Co I - Dynamic Allocation Fund |
32 |
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
32 |
CIBC Private Wealth Group, LLC |
31 |
Y-Intercept (Hong Kong) Ltd |
31 |
Putnam Investments Llc |
31 |
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
31 |
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
31 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
31 |
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
31 |
Allspring Global Investments Holdings, LLC |
31 |
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
31 |
Credit Agricole S A |
31 |
Laurion Capital Management LP |
31 |
Acrospire Investment Management LLC |
31 |
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
31 |
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
31 |
EverSource Wealth Advisors, LLC |
31 |
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
31 |
GIMFX - GMO TRUST - GMO Implementation Fund |
31 |
MetLife Securities, Inc |
31 |
Axa S.a. |
31 |
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
31 |
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
31 |
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
31 |
Rockefeller Capital Management L.P. |
31 |
Tiaa-cref Funds |
31 |
Dupont Capital Management Corp |
31 |
Gemmer Asset Management LLC |
30 |
SBI Securities Co., Ltd. |
30 |
Ground Swell Capital, LLC |
30 |
IWM - iSHARES TRUST - iShares Russell 2000 ETF |
30 |
Massmutual Trust Co Fsb/adv |
30 |
Stevens Capital Management Lp |
30 |
Mirae Asset Global Investments Co., Ltd. |
30 |
State of Wyoming |
30 |
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
30 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
30 |
Farther Finance Advisors, LLC |
30 |
Connor, Clark & Lunn Investment Management Ltd. |
30 |
Commonwealth Equity Services, Llc |
30 |
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
30 |
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
30 |
Blair William & Co/il |
30 |
Teachers Retirement System Of The State Of Kentucky |
30 |
Vanguard World Fund |
30 |
Schroder Investment Management Group |
30 |
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
30 |
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
30 |
Bayesian Capital Management, LP |
30 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
30 |
Ubs Oconnor Llc |
30 |
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
30 |
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
30 |
Numeric Investors Llc |
30 |
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
30 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
30 |
Aigen Investment Management, Lp |
30 |
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
30 |
Natixis |
30 |
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
30 |
Harbour Investments, Inc. |
30 |
Ergoteles LLC |
30 |
HAP Trading, LLC |
30 |
Los Angeles Capital Management Llc |
30 |
Jones Financial Companies Lllp |
30 |
Graham Capital Management, L.P. |
30 |
M&t Bank Corp |
29 |
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
29 |
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
29 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
29 |
ClariVest Asset Management LLC |
29 |
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
29 |
Lindbrook Capital, Llc |
29 |
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
29 |
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
29 |
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
29 |
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
29 |
Quantamental Technologies LLC |
29 |
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
29 |
Occudo Quantitative Strategies Lp |
29 |
Globeflex Capital L P |
29 |
Landscape Capital Management, L.l.c. |
29 |
PENN SERIES FUNDS INC - Small Cap Index Fund |
29 |
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
29 |
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
29 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
29 |
IWV - iSHARES TRUST - iShares Russell 3000 ETF |
29 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
29 |
Glassman Wealth Services |
29 |
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
29 |
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
29 |
Global Retirement Partners, LLC |
29 |
Capital Fund Management S.a. |
29 |
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
29 |
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
29 |
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
29 |
K2 Principal Fund, L.p. |
29 |
Profunds - Profund Vp Small-cap |
29 |
Cresset Asset Management, LLC |
29 |
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
29 |
Ronald Blue Trust, Inc. |
29 |
Geneos Wealth Management Inc. |
29 |
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
29 |
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
29 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
29 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
29 |
NSIDX - Northern Funds - Northern Small Cap Index Fund |
29 |
Kennedy Capital Management, Inc. |
29 |
RidgeWorth Capital Management LLC |
29 |
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
29 |
Zacks Investment Management |
29 |
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
29 |
Profunds - Profund Vp Ultrasmall-cap |
29 |
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
29 |
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
29 |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
29 |
Versor Investments LP |
29 |
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
29 |
Ionic Capital Management LLC |
29 |
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
29 |
Eaton Vance Management |
29 |
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
29 |
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
29 |
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
29 |
Versant Capital Management, Inc |
29 |
Penserra Capital Management LLC |
28 |
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
28 |
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
28 |
GWM Advisors LLC |
28 |
QS Investors, LLC |
28 |
Spark Investment Management LLC |
28 |
James Investment Research Inc |
28 |
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
28 |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
28 |
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
28 |
Truist Financial Corp |
28 |
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
28 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
28 |
Winton Capital Group Ltd |
28 |
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
28 |
Aristeia Capital Llc |
28 |
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
28 |
Lsv Asset Management |
28 |
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
28 |
Loomis Sayles & Co L P |
28 |
Boston Partners |
28 |
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
28 |
Susquehanna Fundamental Investments, Llc |
28 |
New York State Teachers Retirement System |
28 |
Municipal Employees' Retirement System of Michigan |
28 |
Public Employees Retirement Association Of Colorado |
28 |
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
28 |
NEXT Financial Group, Inc |
28 |
Parkside Financial Bank & Trust |
28 |
Emerald Acquisition Ltd. |
28 |
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
28 |
Shaolin Capital Management LLC |
28 |
Kepos Capital LP |
28 |
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
28 |
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
28 |
Hartland & Co., LLC |
28 |
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
28 |
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
28 |
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
28 |
TCI Wealth Advisors, Inc. |
28 |
Assenagon Asset Management S.A. |
28 |
Coldstream Capital Management Inc |
28 |
Caption Management, LLC |
28 |
Alps Advisors Inc |
28 |
Clear Street Markets Llc |
28 |
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
28 |
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
28 |
Voloridge Investment Management, Llc |
28 |
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
28 |
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
28 |
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
28 |
Fuller & Thaler Asset Management, Inc. |
28 |
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
28 |
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
28 |
National Asset Management, Inc. |
28 |
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
27 |
VCSLX - VALIC Co I - Small Cap Index Fund |
27 |
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
27 |
Rothschild Investment Llc |
27 |
Sofos Investments, Inc. |
27 |
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
27 |
First Quadrant L P/ca |
27 |
Wealthspire Advisors, L.P. |
27 |
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
27 |
United Services Automobile Association |
27 |
Ellevest, Inc. |
27 |
Driehaus Capital Management Llc |
27 |
Ensign Peak Advisors, Inc |
27 |
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
27 |
Tfs Capital Llc |
27 |
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
27 |
Advanced Series Trust - Ast High Yield Portfolio |
27 |
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
27 |
Larson Financial Group LLC |
27 |
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
27 |
Mutual Of America Capital Management Llc |
27 |
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
27 |
BNP Paribas Asset Management Holding S.A. |
27 |
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
27 |
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
27 |
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
27 |
Cetera Advisor Networks LLC |
27 |
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
27 |
CENTRAL TRUST Co |
27 |
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
27 |
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
27 |
Stratos Wealth Partners, LTD. |
27 |
JustInvest LLC |
27 |
Police & Firemen's Retirement System of New Jersey |
27 |
Hotchkis & Wiley Capital Management Llc |
27 |
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
27 |
Virginia Retirement Systems Et Al |
27 |
PENN SERIES FUNDS INC - International Equity Fund |
27 |
Hutchin Hill Capital, LP |
27 |
State of New Jersey Common Pension Fund D |
27 |
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
27 |
Private Advisor Group, LLC |
27 |
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
27 |
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
27 |
Nuveen, LLC |
27 |
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
27 |
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
27 |
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
27 |
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
27 |
Radcliffe Capital Management, L.P. |
27 |
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
27 |
National Bank Of Canada /fi/ |
27 |
Grantham, Mayo, Van Otterloo & Co. LLC |
27 |
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
27 |
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
27 |
Periscope Capital Inc. |
27 |
Sculptor Capital LP |
26 |
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
26 |
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
26 |
Rivernorth Capital Management, Llc |
26 |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
26 |
Nomura Asset Management Co Ltd |
26 |
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
26 |
State Farm Variable Product Trust |
26 |
First Hawaiian Bank |
26 |
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
26 |
First Manhattan Co |
26 |
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
26 |
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
26 |
Suntrust Banks Inc |
26 |
Thompson Siegel & Walmsley Llc |
26 |
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
26 |
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares |
26 |
Nine Chapters Capital Management LLC |
26 |
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
26 |
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
26 |
Corebridge Financial, Inc. |
26 |
Oregon Public Employees Retirement Fund |
26 |
SLPIX - Profunds - Small-cap Profund Investor Class |
26 |
Intech Investment Management Llc |
26 |
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
26 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
26 |
Old Mission Capital Llc |
26 |
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
26 |
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
26 |
Td Asset Management Inc |
26 |
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
26 |
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
26 |
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
26 |
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
26 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
26 |
Basso Capital Management, L.p. |
26 |
Advisors Asset Management, Inc. |
26 |
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF |
26 |
Campbell & CO Investment Adviser LLC |
26 |
Adage Capital Partners Gp, L.l.c. |
26 |
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
26 |
Blueshift Asset Management, LLC |
26 |
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
26 |
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
26 |
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
26 |
Dark Forest Capital Management Lp |
26 |
Cornercap Investment Counsel Inc |
26 |
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
26 |
Oppenheimer Funds Inc |
26 |
State Farm Mutual Fund Trust |
26 |
Petrus Trust Company, LTA |
26 |
DekaBank Deutsche Girozentrale |
26 |
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
26 |
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
26 |
Cerity Partners LLC |
26 |
FORA Capital, LLC |
26 |
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
26 |
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
25 |
Fox Run Management, L.l.c. |
25 |
Bell Investment Advisors, Inc |
25 |
Massachusetts Financial Services Co /ma/ |
25 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
25 |
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
25 |
C M Bidwell & Associates Ltd |
25 |
Orion Portfolio Solutions, LLC |
25 |
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
25 |
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
25 |
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
25 |
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
25 |
Nordea Investment Management Ab |
25 |
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
25 |
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
25 |
Catalyst Capital Advisors LLC |
25 |
GAMMA Investing LLC |
25 |
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
25 |
Mackenzie Financial Corp |
25 |
Atria Investments Llc |
25 |
Regions Financial Corp |
25 |
Public Sector Pension Investment Board |
25 |
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
25 |
D.a. Davidson & Co. |
25 |
NumerixS Investment Technologies Inc |
25 |
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
25 |
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
25 |
True Wealth Design, LLC |
25 |
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
25 |
Whitebox Advisors Llc |
25 |
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
25 |
Castle Creek Arbitrage, LLC |
25 |
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
25 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
25 |
Rehmann Capital Advisory Group |
25 |
Alyeska Investment Group, L.P. |
25 |
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
25 |
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
25 |
Menta Capital Llc |
25 |
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
25 |
First Republic Investment Management, Inc. |
25 |
Point72 Middle East FZE |
25 |
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
25 |
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
25 |
Brevan Howard Capital Management LP |
25 |
Amundi |
25 |
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
25 |
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
25 |
AdvisorNet Financial, Inc |
25 |
Natixis Advisors, L.p. |
25 |
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
25 |
Piedmont Investment Advisors Llc |
25 |
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
25 |
Private Capital Group, LLC |
25 |
American Portfolios Advisors |
25 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
24 |
Systematic Financial Management Lp |
24 |
Oppenheimer Etf Trust |
24 |
AHL Partners LLP |
24 |
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
24 |
First Mercantile Trust Co |
24 |
Deere & Co |
24 |
Quarry LP |
24 |
Aquatic Capital Management LLC |
24 |
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
24 |
Covestor Ltd |
24 |
Cornerstone Capital Management Holdings Llc. |
24 |
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
24 |
Vantagepoint Funds |
24 |
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
24 |
Mason Street Advisors, Llc |
24 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
24 |
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
24 |
Seven Eight Capital, Lp |
24 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
24 |
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
24 |
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
24 |
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
24 |
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
24 |
Spire Wealth Management |
24 |
GV Financial Advisors |
24 |
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
24 |
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
24 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
24 |
LS Investment Advisors, LLC |
24 |
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
24 |
Calamos Global Dynamic Income Fund |
24 |
Brown Brothers Harriman & Co |
24 |
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
24 |
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
24 |
Hillsdale Investment Management Inc. |
24 |
Vident Investment Advisory, LLC |
24 |
Daiwa Securities Group Inc. |
24 |
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
24 |
Shell Asset Management Co |
24 |
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
24 |
GABELLI & Co INVESTMENT ADVISERS, INC. |
24 |
Keebeck Alpha, LP |
24 |
Private Trust Co Na |
24 |
Eqis Capital Management, Inc. |
24 |
Airain ltd |
24 |
Oppenheimer Asset Management Inc. |
24 |
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
24 |
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) |
24 |
EAM Investors, LLC |
24 |
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
24 |
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
23 |
SRS Capital Advisors, Inc. |
23 |
Sowell Financial Services LLC |
23 |
Managed Account Advisors Llc |
23 |
Johnson Financial Group, Inc. |
23 |
Sawtooth Solutions, LLC |
23 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
23 |
Handelsbanken Fonder AB |
23 |
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
23 |
Texas Permanent School Fund |
23 |
Assured Investment Management LLC |
23 |
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
23 |
Empowered Funds, LLC |
23 |
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
23 |
Prestige Wealth Management Group LLC |
23 |
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
23 |
Point72 Asia (Singapore) Pte. Ltd. |
23 |
Pathstone Family Office, Llc |
23 |
Howe & Rusling Inc |
23 |
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
23 |
Investors Research Corp |
23 |
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
23 |
SAC Capital Advisors LP |
23 |
GAM Holding AG |
23 |
Robeco Institutional Asset Management B.V. |
23 |
Bogle Investment Management L P /de/ |
23 |
Ajo, Lp |
23 |
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
23 |
Alliancebernstein Global High Income Fund Inc |
23 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
23 |
CoreCap Advisors, LLC |
23 |
Denali Advisors Llc |
23 |
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
23 |
Itau Unibanco Holding S.A. |
23 |
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
23 |
State of Alaska, Department of Revenue |
23 |
Harel Insurance Investments & Financial Services Ltd. |
23 |
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
23 |
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
23 |
Caxton Associates Lp |
23 |
QCVAX - Clearwater Investment Trust - Clearwater International Fund |
23 |
Advanced Series Trust - Ast Small-cap Growth Portfolio |
23 |
SECOR Capital Advisors, LP |
23 |
Skopos Labs, Inc. |
23 |
Jefferies Financial Group Inc. |
23 |
IWC - iSHARES TRUST - iShares Micro-Cap ETF |
23 |
Reilly Financial Advisors, Llc |
23 |
Louisiana State Employees Retirement System |
23 |
HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
23 |
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
23 |
P Schoenfeld Asset Management Lp |
23 |
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
23 |
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
23 |
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
23 |
Crossmark Global Holdings, Inc. |
23 |
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
23 |
Cambridge Investment Research Advisors, Inc. |
23 |
Calamos Convertible & High Income Fund |
23 |
Sutton Wealth Advisors Inc. |
23 |
Calamos Convertible Opportunities & Income Fund |
23 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
23 |
Plante Moran Financial Advisors, LLC |
23 |
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
22 |
Yousif Capital Management, Llc |
22 |
Jfs Wealth Advisors, Llc |
22 |
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
22 |
Hancock Whitney Corp |
22 |
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
22 |
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
22 |
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
22 |
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
22 |
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
22 |
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
22 |
Prospera Financial Services Inc |
22 |
Segall Bryant & Hamill, Llc |
22 |
Tocqueville Asset Management L.p. |
22 |
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
22 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
22 |
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
22 |
Tarbox Family Office, Inc. |
22 |
Quantinno Capital Management LP |
22 |
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
22 |
TENOR CAPITAL MANAGEMENT Co., L.P. |
22 |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
22 |
USA Financial Portformulas Corp |
22 |
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
22 |
Fortitude Family Office, LLC |
22 |
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
22 |
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
22 |
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
22 |
Point72 (DIFC) Ltd |
22 |
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
22 |
Clearbridge Investments, LLC |
22 |
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
22 |
PineBridge Investments, L.P. |
22 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
22 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
22 |
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
22 |
Enterprise Financial Services Corp |
22 |
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
22 |
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
22 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
22 |
Calamos Global Total Return Fund |
22 |
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
22 |
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
22 |
Martingale Asset Management L P |
22 |
Karp Capital Management Corp |
22 |
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
22 |
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
22 |
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
22 |
Cornerstone Advisors, Inc. |
22 |
Lord, Abbett & Co. Llc |
22 |
Flagship Harbor Advisors, Llc |
22 |
Wedge Capital Management L L P/nc |
22 |
Stone Ridge Asset Management LLC |
22 |
Royce Value Trust Inc |
22 |
Weiss Multi-Strategy Advisers LLC |
22 |
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
22 |
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
22 |
IndexIQ Advisors LLC |
22 |
Calamos Advisors LLC |
22 |
Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
22 |
FNY Managed Accounts LLC |
22 |
North Star Investment Management Corp. |
22 |
Riverhead Capital Management Llc |
22 |
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
22 |
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
22 |
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
22 |
Weld Capital Management Llc |
22 |
Glen Harbor Capital Management LLC |
22 |
Rivernorth Opportunities Fund, Inc. |
22 |
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
22 |
Umb Bank N A/mo |
22 |
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF |
22 |
Manchester Capital Management LLC |
22 |
Valeo Financial Advisors, LLC |
22 |
Cadence Capital Management Llc |
22 |
Mckinley Capital Management Llc /delaware |
22 |
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
22 |
Six Circles Trust - Six Circles Credit Opportunities Fund |
22 |
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
22 |
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
22 |
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
21 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class |
21 |
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
21 |
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
21 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
21 |
Twinbeech Capital Lp |
21 |
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
21 |
Farmers & Merchants Investments Inc |
21 |
Element Capital Management Llc |
21 |
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
21 |
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
21 |
Proficio Capital Partners LLC |
21 |
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
21 |
SJS Investment Consulting Inc. |
21 |
Eagle Asset Management Inc |
21 |
Commonwealth Bank Of Australia |
21 |
Clinton Group Inc |
21 |
Hantz Financial Services, Inc. |
21 |
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
21 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
21 |
Princeton Alpha Management LP |
21 |
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
21 |
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
21 |
Guggenheim Active Allocation Fund |
21 |
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
21 |
Trust Co Of Vermont |
21 |
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
21 |
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
21 |
CI Private Wealth, LLC |
21 |
Convergence Investment Partners, LLC |
21 |
Spot Trading L.L.C |
21 |
HAIL - SPDR SERIES TRUST - SPDR S&P Kensho Smart Mobility ETF |
21 |
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
21 |
MQS Management LLC |
21 |
Profunds - Profund Vp Oil & Gas |
21 |
Amalgamated Financial Corp. |
21 |
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
21 |
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
21 |
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
21 |
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
21 |
Baird Financial Group, Inc. |
21 |
MAI Capital Management |
21 |
Bailard, Inc. |
21 |
Shepherd Kaplan Krochuk, Llc |
21 |
Whittier Trust Co |
21 |
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
21 |
Sciencast Management LP |
21 |
Pictet Asset Management Holding SA |
21 |
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
21 |
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
21 |
Vestcor Inc |
21 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
21 |
Brinker Capital Investments, LLC |
21 |
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
21 |
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
21 |
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
21 |
Calamos Dynamic Convertible & Income Fund |
21 |
Pinnacle Wealth Planning Services, Inc. |
21 |
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
21 |
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
21 |
Alphacrest Capital Management Llc |
21 |
Elkfork Partners LLC |
21 |
Cetera Investment Advisers |
21 |
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
21 |
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
21 |
Rydex Etf Trust |
21 |
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
21 |
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
21 |
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
21 |
Hartford Mutual Funds Inc/ct |
21 |
Asset Management One Co., Ltd. |
21 |
Atom Investors LP |
21 |
Financial Gravity Companies, Inc. |
21 |
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
21 |
Tfs Capital Investment Trust |
21 |
Parametrica Management Ltd |
21 |
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
20 |
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
20 |
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
20 |
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
20 |
Evoke Wealth, Llc |
20 |
Quest Partners LLC |
20 |
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
20 |
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund |
20 |
Smartleaf Asset Management LLC |
20 |
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
20 |
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
20 |
Profund Advisors Llc |
20 |
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
20 |
Ameritas Investment Corp |
20 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
20 |
Advisory Research Inc |
20 |
Brown Advisory Inc |
20 |
Money Concepts Capital Corp |
20 |
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
20 |
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
20 |
Peak6 Llc |
20 |
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
20 |
Relative Value Fund |
20 |
Jane Street Holding, LLC |
20 |
Capital Performance Advisors Llp |
20 |
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
20 |
Jnl Variable Fund Llc - Jnl/mellon Consumer Discretionary Sector Fund (a) |
20 |
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
20 |
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
20 |
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
20 |
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
20 |
Intrinsic Edge Capital Management LLC |
20 |
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
20 |
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
20 |
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
20 |
Holocene Advisors, LP |
20 |
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
20 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
20 |
Calamos Strategic Total Return Fund |
20 |
Amundi Pioneer Asset Management Inc |
20 |
BlackRock Japan Co. Ltd |
20 |
Smithfield Trust Co |
20 |
Synovus Financial Corp |
20 |
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
20 |
Scopus Asset Management, L.p. |
20 |
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
20 |
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
20 |
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
20 |
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
20 |
Summit Trail Advisors, Llc |
20 |
Carroll Financial Associates, Inc. |
20 |
Benjamin F. Edwards & Company, Inc. |
20 |
Wealth Enhancement Advisory Services, Llc |
20 |
Snowden Capital Advisors LLC |
20 |
Mercer Global Advisors Inc /adv |
20 |
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
20 |
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
20 |
Wexford Capital Lp |
20 |
Smith Asset Management Group Lp |
20 |
Csenge Advisory Group |
20 |
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class |
20 |
Gabelli Equity Series Funds Inc |
20 |
Belpointe Asset Management LLC |
20 |
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
20 |
Eaton Vance Ltd Duration Income Fund |
20 |
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
20 |
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
20 |
Harbor Investment Advisory, Llc |
20 |
Oppenheimer & Co Inc |
20 |
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
20 |
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
20 |
Toroso Investments, LLC |
20 |
Gradient Investments LLC |
20 |
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
20 |
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
20 |
CWM Advisors, LLC |
20 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
20 |
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
20 |
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
20 |
Weiss Strategic Interval Fund |
20 |
Maven Securities LTD |
20 |
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
20 |
ETRADE Capital Management LLC |
20 |
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
19 |
AMP Capital Investors Ltd |
19 |
Zebra Capital Management LLC |
19 |
WFG Advisors, LP |
19 |
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
19 |
RSSL - Global X Funds - Global X Russell 2000 ETF |
19 |
Creative Financial Designs Inc /adv |
19 |
Harvest Group Wealth Management, Llc |
19 |
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
19 |
Silvercrest Asset Management Group Llc |
19 |
Principal Securities, Inc. |
19 |
Lombard Odier Asset Management (USA) Corp |
19 |
Twin Peaks Wealth Advisors, LLC |
19 |
TD Waterhouse Canada Inc. |
19 |
Mount Yale Investment Advisors, LLC |
19 |
Nebula Research & Development LLC |
19 |
Prudential Short Duration High Yield Fund, Inc. |
19 |
Pictet Asset Management Sa |
19 |
Sherbrooke Park Advisers Llc |
19 |
Headlands Technologies LLC |
19 |
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
19 |
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
19 |
Ontario Teachers Pension Plan Board |
19 |
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
19 |
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
19 |
Icon Advisers Inc/co |
19 |
Aviva Plc |
19 |
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
19 |
Harbor Capital Advisors, Inc. |
19 |
Scotia Capital Inc. |
19 |
Employees Retirement System of Texas |
19 |
Cibc World Markets Corp |
19 |
Palisade Capital Management Llc/nj |
19 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
19 |
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
19 |
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
19 |
Paradigm Asset Management Co Llc |
19 |
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
19 |
Mangrove Partners |
19 |
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
19 |
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
19 |
Barrow Hanley Mewhinney & Strauss Llc |
19 |
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
19 |
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
19 |
BRYN MAWR TRUST Co |
19 |
Nicholas Investment Partners, LP |
19 |
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
19 |
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
19 |
Pictet Asset Management Ltd |
19 |
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
19 |
Water Island Capital Llc |
19 |
CIBC Asset Management Inc |
19 |
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
19 |
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
19 |
Barings Llc |
19 |
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
19 |
Fieldpoint Private Securities, LLC |
19 |
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
19 |
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
19 |
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
19 |
Visium Asset Management, LP |
19 |
Caitong International Asset Management Co., Ltd |
19 |
IHT Wealth Management, LLC |
19 |
Winslow, Evans & Crocker, Inc. |
19 |
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
19 |
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
19 |
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
19 |
CIBC World Markets Inc. |
19 |
Westchester Capital Management, LLC |
19 |
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
19 |
Pnc Funds |
19 |
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
19 |
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
19 |
Keybank National Association/oh |
19 |
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
19 |
FLDFX - Meeder Funds - BALANCED FUND Retail Class |
19 |
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
19 |
Klp Kapitalforvaltning As |
19 |
Sei Trust Co |
19 |
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
19 |
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
19 |
Exchange Traded Concepts, Llc |
19 |
Capstone Asset Management Co |
19 |
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF |
19 |
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
19 |
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
19 |
J. Goldman & Co LP |
19 |
Advent Claymore Convertible Securities & Income Fund |
19 |
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
19 |
Bowling Portfolio Management LLC |
19 |
SOUTH STATE Corp |
19 |
Oberweis Asset Management Inc/ |
19 |
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
19 |
Mackay Shields Llc |
19 |
Advisors Preferred, LLC |
19 |
Rafferty Asset Management, LLC |
19 |
Catalyst Funds Management Pty Ltd |
19 |
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
19 |
Capital Advisors, Ltd. LLC |
19 |
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
19 |
Davidson Kempner Capital Management Lp |
19 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
19 |
FineMark National Bank & Trust |
19 |
Yakira Capital Management, Inc. |
19 |
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
18 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
18 |
International Assets Investment Management, Llc |
18 |
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
18 |
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
18 |
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
18 |
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF |
18 |
Corton Capital Inc. |
18 |
Pitcairn Co |
18 |
Venturi Wealth Management, LLC |
18 |
Great Lakes Advisors, Llc |
18 |
Bartlett & Co. LLC |
18 |
Skandinaviska Enskilda Banken AB (publ) |
18 |
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
18 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
18 |
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
18 |
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
18 |
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
18 |
Ci Investments Inc. |
18 |
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
18 |
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
18 |
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
18 |
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
18 |
Berman Capital Advisors, LLC |
18 |
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF |
18 |
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
18 |
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
18 |
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
18 |
Yorktown Management & Research Co Inc |
18 |
Spring Creek Capital Llc |
18 |
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
18 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
18 |
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
18 |
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
18 |
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
18 |
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
18 |
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
18 |
Readystate Asset Management Lp |
18 |
Bokf, Na |
18 |
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
18 |
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
18 |
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
18 |
Optimum Investment Advisors |
18 |
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
18 |
Cipher Capital LP |
18 |
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
18 |
Mather Group, Llc. |
18 |
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
18 |
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
18 |
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares |
18 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
18 |
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
18 |
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
18 |
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
18 |
Patriot Financial Group Insurance Agency, LLC |
18 |
AHIVX - American Century Investment Trust - High Income Fund Investor Class |
18 |
Global Financial Private Client, LLC |
18 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
18 |
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
18 |
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
18 |
Centaurus Financial, Inc. |
18 |
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
18 |
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
18 |
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
18 |
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
18 |
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
18 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
18 |
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
18 |
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
18 |
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
18 |
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
18 |
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
18 |
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
18 |
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
18 |
Steward Financial Group LLC |
18 |
Lenox Wealth Advisors, LLC |
18 |
Xact Kapitalforvaltning AB |
18 |
Mitsubishi UFJ Trust & Banking Corp |
18 |
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
18 |
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
18 |
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
18 |
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
18 |
Meadow Creek Investment Management LLC |
18 |
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
18 |
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
18 |
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
18 |
Evercore Wealth Management, LLC |
18 |
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
18 |
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
18 |
Ameritas Advisory Services, LLC |
18 |
Chicago Equity Partners Llc |
18 |
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
18 |
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
18 |
Valley National Advisers Inc |
18 |
Stephens Consulting, LLC |
18 |
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
18 |
Aristides Capital LLC |
18 |
Frontier Capital Management Co Llc |
18 |
Context Capital Management, LLC |
18 |
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
18 |
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
18 |
Vantage Consulting Group Inc |
18 |
Entropy Technologies, LP |
18 |
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
18 |
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
18 |
Shay Capital LLC |
18 |
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
18 |
EBI - RBB Fund Trust - Longview Advantage ETF |
18 |
Athanor Capital, Lp |
18 |
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
18 |
RYPIX - RYDEX SERIES FUNDS - Transportation Fund Investor Class |
17 |
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
17 |
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
17 |
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
17 |
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
17 |
Northern Trust Co Of Connecticut |
17 |
Vanguard Horizon Funds |
17 |
Counterpoint Mutual Funds LLC |
17 |
RYDEX VARIABLE TRUST - Transportation Fund Variable Annuity |
17 |
William Blair Investment Management, Llc |
17 |
Whittier Trust Co Of Nevada Inc |
17 |
Advanced Series Trust - Ast Advanced Strategies Portfolio |
17 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
17 |
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
17 |
Longfellow Investment Management Co Llc |
17 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
17 |
Newbridge Financial Services Group, Inc. |
17 |
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
17 |
Avantax Planning Partners, Inc. |
17 |
CVA Family Office, LLC |
17 |
DiNuzzo Private Wealth, Inc. |
17 |
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
17 |
GW&K Investment Management, LLC |
17 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
17 |
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
17 |
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
17 |
Jain Global LLC |
17 |
Rotella Capital Management, Inc. |
17 |
Sage Rock Capital Management LP |
17 |
Citizens Financial Group Inc/ri |
17 |
Cordant, Inc. |
17 |
Toth Financial Advisory Corp |
17 |
Sandy Spring Bank |
17 |
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
17 |
Monashee Investment Management LLC |
17 |
Diversified Trust Co |
17 |
Diametric Capital, LP |
17 |
Illinois Municipal Retirement Fund |
17 |
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
17 |
Cowen Group, Inc. |
17 |
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
17 |
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
17 |
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
17 |
Dana Investment Advisors, Inc. |
17 |
RBB FUND, INC. - Adara Smaller Companies Fund |
17 |
Hexagon Capital Partners LLC |
17 |
MBEQX - M FUND INC - M International Equity Fund |
17 |
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
17 |
TIG Advisors, LLC |
17 |
Hemington Wealth Management |
17 |
Invictus RG |
17 |
Brinker Capital Inc |
17 |
Fisher Asset Management, LLC |
17 |
Mml Investors Services, Llc |
17 |
Universal- Beteiligungs- und Servicegesellschaft mbH |
17 |
Maryland State Retirement & Pension System |
17 |
Belvedere Trading LLC |
17 |
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
17 |
Innealta Capital, Llc |
17 |
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
17 |
WealthCollab, LLC |
17 |
Owl Creek Asset Management, L.P. |
17 |
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
17 |
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
17 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
17 |
ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
17 |
Carolinas Wealth Consulting Llc |
17 |
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
17 |
Castleark Management Llc |
17 |
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
17 |
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
17 |
Horizon Investment Services, LLC |
17 |
FDx Advisors, Inc. |
17 |
Polar Capital Holdings Plc |
17 |
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
17 |
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF |
17 |
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
17 |
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
17 |
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
17 |
Delpha Capital Management, Llc |
17 |
Stephens Inc /ar/ |
17 |
Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
17 |
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
17 |
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
17 |
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
17 |
Independent Portfolio Consultants, Inc. |
17 |
Winton Diversified Opportunities Fund |
17 |
Brookfield Asset Management Inc. |
17 |
Seizert Capital Partners, Llc |
17 |
Thompson Davis & Co., Inc. |
17 |
Advent Capital Management /de/ |
17 |
Bank Of Nova Scotia |
17 |
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
17 |
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
17 |
FIL Ltd |
17 |
Jennison Associates Llc |
17 |
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
17 |
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
17 |
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
17 |
Signet Financial Management, Llc |
17 |
Fred Alger Management, Llc |
17 |
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A |
17 |
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
16 |
Boston Private Wealth Llc |
16 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
16 |
Van Eck Associates Corp |
16 |
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
16 |
APG Asset Management N.V. |
16 |
Tompkins Financial Corp |
16 |
JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
16 |
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
16 |
We Are One Seven, LLC |
16 |
Kornitzer Capital Management Inc /ks |
16 |
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
16 |
Concord Wealth Partners |
16 |
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
16 |
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
16 |
Quent Capital, LLC |
16 |
Pathstone Holdings, LLC |
16 |
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
16 |
Ethic Inc. |
16 |
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
16 |
VTL Associates, LLC |
16 |
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
16 |
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
16 |
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF |
16 |
Zions Bancorporation |
16 |
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
16 |
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
16 |
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
16 |
Teza Capital Management LLC |
16 |
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
16 |
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
16 |
Turner Investments, L.p. |
16 |
Private Wealth Management Group, LLC |
16 |
Berkley W R Corp |
16 |
Invesco Senior Loan Fund |
16 |
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
16 |
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
16 |
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
16 |
Mirabella Financial Services Llp |
16 |
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
16 |
Bb&t Securities, Llc |
16 |
Mizuho Securities Usa Llc |
16 |
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
16 |
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
16 |
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
16 |
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
16 |
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
16 |
Burney Co/ |
16 |
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
16 |
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
16 |
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
16 |
Ramius Advisors Llc |
16 |
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
16 |
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
16 |
Cigna Investments Inc /new |
16 |
Everence Capital Management Inc |
16 |
Avion Wealth |
16 |
Irish Life Investment Managers Ltd. |
16 |
Equitec Proprietary Markets, Llc |
16 |
Schubert & Co |
16 |
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
16 |
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
16 |
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
16 |
AE Wealth Management LLC |
16 |
Truvestments Capital Llc |
16 |
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
16 |
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
16 |
Sunbelt Securities, Inc. |
16 |
Parkworth Wealth Management, Inc. |
16 |
Woodline Partners LP |
16 |
Disciplined Investments, LLC |
16 |
Rialto Wealth Management, LLC |
16 |
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
16 |
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
16 |
Global X Management CO LLC |
16 |
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
16 |
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class |
16 |
Xponance, Inc. |
16 |
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
16 |
Bb&t Investment Services, Inc. |
16 |
Wolff Wiese Magana Llc |
16 |
Seacrest Wealth Management, Llc |
16 |
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
16 |
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
16 |
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
16 |
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
16 |
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
16 |
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
16 |
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
16 |
Ieq Capital, Llc |
16 |
Shelton Capital Management |
16 |
Koch Industries Inc |
16 |
Compagnie Lombard Odier SCmA |
16 |
EntryPoint Capital, LLC |
16 |
Invesco Senior Income Trust |
16 |
Sonora Investment Management, LLC |
16 |
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
16 |
Mfs Charter Income Trust |
16 |
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
16 |
General Motors Investment Management Corp |
16 |
Hm Payson & Co |
16 |
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A |
16 |
Bluefin Capital Management, Llc |
16 |
Segantii Capital Management Ltd |
16 |
nVerses Capital, LLC |
16 |
Alpha Paradigm Partners, LLC |
16 |
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
16 |
Aster Capital Management (DIFC) Ltd |
16 |
Arden Investment Series Trust |
16 |
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
16 |
RBF Capital, LLC |
16 |
Alambic Investment Management, L.P. |
16 |
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
16 |
Saba Capital Management, L.P. |
16 |
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
16 |
Cvi Holdings, Llc |
16 |
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
16 |
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
16 |
Maverick Capital Ltd |
16 |
Guardian Wealth Advisors, LLC |
16 |
Tcwp Llc |
15 |
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
15 |
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
15 |
Cornerstone Planning Group LLC |
15 |
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF |
15 |
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
15 |
XHYC - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF |
15 |
NN Investment Partners Holdings N.V. |
15 |
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
15 |
BNP Paribas Investment Partners S.A. |
15 |
HITE Hedge Asset Management LLC |
15 |
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
15 |
Fiera Capital Corp |
15 |
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
15 |
Sageworth Trust Co |
15 |
Kestra Advisory Services, LLC |
15 |
Mark Sheptoff Financial Planning, Llc |
15 |
SVPIX - Profunds - Small-cap Value Profund Investor Class |
15 |
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
15 |
Moneta Group Investment Advisors Llc |
15 |
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
15 |
Mint Tower Capital Management B.V. |
15 |
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
15 |
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
15 |
Cetera Advisors LLC |
15 |
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
15 |
Granite Investment Partners, LLC |
15 |
Capital Bank & Trust Co |
15 |
Asset Dedication, LLC |
15 |
Northpointe Capital Llc |
15 |
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
15 |
Wipfli Financial Advisors Llc, |
15 |
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF |
15 |
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
15 |
Profunds - Profund Vp Small-cap Value |
15 |
Financial Management Professionals, Inc. |
15 |
683 Capital Management, LLC |
15 |
NSGRX - Northern Funds - Northern Small Cap Core Fund |
15 |
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
15 |
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
15 |
Lucus Advisors Llc |
15 |
Bridgefront Capital, LLC |
15 |
LRI Investments, LLC |
15 |
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
15 |
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
15 |
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
15 |
Quantitative Investment Management, LLC |
15 |
Mfs Multimarket Income Trust |
15 |
Summit Global Investments |
15 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
15 |
First Eagle Investment Management, LLC |
15 |
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
15 |
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
15 |
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
15 |
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
15 |
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
15 |
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
15 |
Optiver Holding B.V. |
15 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
15 |
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
15 |
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
15 |
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
15 |
Lee Financial Co |
15 |
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
15 |
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
15 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
15 |
MBOVX - M FUND INC - M Large Cap Value Fund |
15 |
CenterStar Fund, LLC |
15 |
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
15 |
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
15 |
Meritage Portfolio Management |
15 |
Empirical Finance, LLC |
15 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
15 |
BBT Capital Management, LLC |
15 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
15 |
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
15 |
Vident Advisory, LLC |
15 |
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
15 |
Cinctive Capital Management LP |
15 |
Annis Gardner Whiting Capital Advisors, LLC |
15 |
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF |
15 |
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
15 |
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
15 |
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF |
15 |
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
15 |
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
15 |
Claris Advisors, Llc / Mo / |
15 |
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
15 |
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
15 |
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
15 |
Clark Capital Management Group, Inc. |
15 |
Gts Securities Llc |
15 |
Wealthcare Advisory Partners LLC |
15 |
Manatuck Hill Partners, LLC |
15 |
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
15 |
Teton Advisors, Inc. |
15 |
Rise Advisors, LLC |
15 |
Cable Hill Partners, LLC |
15 |
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
15 |
HFM Investment Advisors, LLC |
15 |
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
15 |
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
15 |
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
15 |
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
15 |
Caisse De Depot Et Placement Du Quebec |
15 |
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
14 |
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
14 |
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class |
14 |
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
14 |
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
14 |
Old Mutual Customised Solutions (proprietary) Ltd |
14 |
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
14 |
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
14 |
Sargent Bickham Lagudis LLC |
14 |
Clear Street Llc |
14 |
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
14 |
Twin Tree Management, LP |
14 |
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
14 |
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
14 |
FSAVX - FIDELITY SELECT PORTFOLIOS - Automotive Portfolio |
14 |
RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
14 |
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
14 |
World Asset Management Inc |
14 |
Avantax Advisory Services, Inc. |
14 |
Bridgewater Associates, LP |
14 |
Allianzgi Diversified Income & Convertible Fund |
14 |
Tyers Asset Management LLC |
14 |
Invesco Dynamic Credit Opportunities Fund |
14 |
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
14 |
Old Mutual Global Investors (UK) Ltd. |
14 |
Essex Investment Management Co Llc |
14 |
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
14 |
Arkadios Wealth Advisors |
14 |
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
14 |
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
14 |
Prudential Global Short Duration High Yield Fund, Inc. |
14 |
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF |
14 |
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
14 |
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
14 |
Waddell & Reed Financial Inc |
14 |
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
14 |
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
14 |
Commonwealth Equity Services, Inc |
14 |
Putnam Premier Income Trust |
14 |
Beryl Capital Management LLC |
14 |
Eaton Vance Floating-rate Income Trust |
14 |
Capital Analysts, Inc. |
14 |
Chicago Partners Investment Group LLC |
14 |
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
14 |
Prescott Group Capital Management, L.l.c. |
14 |
Golden State Wealth Management, LLC |
14 |
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class |
14 |
Private Ocean, LLC |
14 |
Levin Capital Strategies, L.p. |
14 |
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
14 |
BDO Wealth Advisors, LLC |
14 |
Hartford Investment Management Co |
14 |
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
14 |
VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
14 |
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
14 |
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
14 |
Arrowgrass Capital Partners (us) Lp |
14 |
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
14 |
Cullen/frost Bankers, Inc. |
14 |
New York Life Investment Management Llc |
14 |
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
14 |
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
14 |
Index Management Solutions, LLC |
14 |
Putnam Master Intermediate Income Trust |
14 |
Advanced Series Trust - Ast Small-cap Value Portfolio |
14 |
Bogart Wealth, LLC |
14 |
Livforsakringsbolaget Skandia, Omsesidigt |
14 |
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
14 |
Fortress Investment Group LLC |
14 |
Rsm Us Wealth Management Llc |
14 |
Blackrock Corporate High Yield Fund, Inc. |
14 |
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
14 |
DRIV - Global X Funds - Global X Autonomous & Electric Vehicles ETF |
14 |
Eaton Vance Senior Income Trust |
14 |
Sage Mountain Advisors LLC |
14 |
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
14 |
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
14 |
Standard Life Aberdeen plc |
14 |
Old National Bancorp /in/ |
14 |
Legato Capital Management LLC |
14 |
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
14 |
Foresters Investment Management Company, Inc. |
14 |
Alera Investment Advisors, LLC |
14 |
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A |
14 |
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
14 |
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
14 |
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
14 |
Jpmorgan Trust Iii |
14 |
Baker Avenue Asset Management, LP |
14 |
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
14 |
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
14 |
Wesbanco Bank Inc |
14 |
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
14 |
Liberty Wealth Management Llc |
14 |
SG3 Management, LLC |
14 |
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
14 |
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
14 |
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
14 |
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
14 |
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
14 |
Pearl River Capital, LLC |
14 |
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
14 |
Zions Bancorporation, N.A. |
14 |
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
14 |
Inceptionr Llc |
14 |
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
14 |
Tucker Asset Management Llc |
14 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
14 |
Dubuque Bank & Trust Co |
14 |
AlphaMark Advisors, LLC |
14 |
Jupiter Asset Management Ltd |
14 |
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
14 |
WPG Advisers, LLC |
14 |
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
14 |
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
14 |
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
14 |
CAPROCK Group, Inc. |
14 |
Bare Financial Services, Inc |
14 |
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
14 |
NewSquare Capital LLC |
14 |
Mason Street Advisors, Llc |
14 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
14 |
Crewe Advisors LLC |
14 |
Earnest Partners Llc |
14 |
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
14 |
Walthausen & Co., LLC |
14 |
Harvest Fund Management Co., Ltd |
14 |
JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
14 |
Origin Asset Management LLP |
14 |
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
14 |
Susquehanna Portfolio Strategies, LLC |
14 |
Prudential Plc |
14 |
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
14 |
Quantitative Systematic Strategies LLC |
14 |
Gabelli Equity Trust Inc |
14 |
Blackrock Multi-sector Income Trust |
14 |
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
14 |
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
14 |
Dean Investment Associates, Llc |
14 |
MERVX - MERGER FUND VL - The Merger Fund VL |
14 |
IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
14 |
Teton Westwood Funds |
14 |
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
14 |
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF |
14 |
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
13 |
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
13 |
Edmond De Rothschild Holding S.a. |
13 |
Eudaimonia Partners, LLC |
13 |
Westwood Holdings Group Inc |
13 |
Calamos Long/Short Equity & Dynamic Income Trust |
13 |
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
13 |
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
13 |
Six Circles Trust - Six Circles Global Bond Fund |
13 |
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. |
13 |
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
13 |
Sanctuary Wealth Advisors, LLC |
13 |
Lighthouse Investment Partners, LLC |
13 |
Jackson Creek Investment Advisors LLC |
13 |
Invenomic Capital Management LP |
13 |
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
13 |
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
13 |
BlackRock Credit Strategies Fund |
13 |
Wedbush Securities Inc |
13 |
K.J. Harrison & Partners Inc |
13 |
Blackrock Debt Strategies Fund, Inc. |
13 |
Monarch Partners Asset Management LLC |
13 |
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
13 |
Blackrock Ltd Duration Income Trust |
13 |
Allianzgi Convertible & Income Fund Ii |
13 |
Allianzgi Convertible & Income Fund |
13 |
Forum Funds |
13 |
Rational Advisors Llc |
13 |
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
13 |
High Note Wealth, LLC |
13 |
Resources Investment Advisors, LLC. |
13 |
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
13 |
GPS Wealth Strategies Group, LLC |
13 |
Parkwood LLC |
13 |
Veriti Management LLC |
13 |
Central Pacific Bank - Trust Division |
13 |
Tradewinds Capital Management, LLC |
13 |
Lido Advisors, LLC |
13 |
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
13 |
PSCD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Discretionary ETF |
13 |
Westside Investment Management, Inc. |
13 |
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
13 |
YorkBridge Wealth Partners, LLC |
13 |
Dynamic Technology Lab Pte Ltd |
13 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
13 |
Exos Asset Management LLC |
13 |
Azzad Asset Management Inc /adv |
13 |
Neuburgh Advisers LLC |
13 |
Dorsey Wright & Associates |
13 |
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
13 |
Independent Advisor Alliance |
13 |
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I |
13 |
Gateway Investment Advisers Llc |
13 |
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
13 |
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
13 |
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
13 |
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
13 |
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
13 |
Wasatch Advisors Inc |
13 |
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
13 |
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
13 |
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA |
13 |
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
13 |
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
13 |
United Capital Financial Advisers, Llc |
13 |
UMA Financial Services, Inc. |
13 |
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
13 |
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A |
13 |
Etf Managers Group, Llc |
13 |
Blackstone / Gso Strategic Credit Fund |
13 |
Campbell Multi-strategy Trust |
13 |
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
13 |
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
13 |
Fir Tree Capital Management Lp |
13 |
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund |
13 |
Blackstone / Gso Long-short Credit Income Fund |
13 |
Gabelli Dividend & Income Trust |
13 |
HighVista Strategies LLC |
13 |
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
13 |
Easterly Investment Partners Llc |
13 |
Raleigh Capital Management Inc. |
13 |
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
13 |
Soros Fund Management Llc |
13 |
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
13 |
Savant Capital, LLC |
13 |
Qs Batterymarch Financial Management, Inc |
13 |
Bartlett & Co. Wealth Management Llc |
13 |
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
13 |
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
13 |
Migdal Insurance & Financial Holdings Ltd. |
13 |
Bay Harbor Wealth Management, LLC |
13 |
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
13 |
Agf Investments Inc. |
13 |
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
13 |
Placemark Investments, Inc. |
13 |
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF |
13 |
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
13 |
1st Global Advisors, Inc. |
13 |
DnB Asset Management AS |
13 |
Foundry Partners, LLC |
13 |
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
13 |
Malaga Cove Capital, LLC |
13 |
Financial Advocates Investment Management |
13 |
Axq Capital, Lp |
13 |
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
13 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
13 |
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
13 |
Sumitomo Mitsui Trust Holdings, Inc. |
13 |
Contravisory Investment Management, Inc. |
13 |
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
13 |
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A |
13 |
Baystate Wealth Management LLC |
13 |
Westpac Banking Corp |
13 |
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
13 |
STXK - EA Series Trust - Strive Small-Cap ETF |
13 |
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
13 |
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF |
13 |
Eaton Vance Senior Floating Rate Trust |
13 |
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
13 |
BlackRock ETF Trust II - BlackRock Flexible Income ETF |
13 |
Freestone Capital Holdings, LLC |
13 |
Nbc Securities, Inc. |
13 |
Bruce G. Allen Investments, LLC |
13 |
AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF |
13 |
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
13 |
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
13 |
Focused Wealth Management, Inc |
13 |
Deprince Race & Zollo Inc |
13 |
Edgestream Partners, L.P. |
13 |
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
13 |
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
13 |
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
13 |
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
13 |
Ssi Investment Management Llc |
13 |
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
13 |
Utah Retirement Systems |
13 |
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
13 |
Absolute Return Capital, LLC |
13 |
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
13 |
Interval Partners, LP |
13 |
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
13 |
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
13 |
Pine River Capital Management L.P. |
13 |
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
13 |
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
13 |
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
13 |
Invictus RG Pte. Ltd. |
13 |
ACK Asset Management LLC |
13 |
Tcw Group Inc |
13 |
Koshinski Asset Management, Inc. |
13 |
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
13 |
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
13 |
Cornerstone Investment Partners, LLC |
13 |
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares |
13 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
13 |
Navellier & Associates Inc |
13 |
SpiderRock Trading LLC |
13 |
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
13 |
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
13 |
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
13 |
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
13 |
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
13 |
RMB Capital Management, LLC |
13 |
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
13 |
Blackstone Group Inc |
13 |
Claymore Exchange-traded Fund Trust |
13 |
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
13 |
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
13 |
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
13 |
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
13 |
Zeke Capital Advisors, Llc |
13 |
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
12 |
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
12 |
Scientech Research LLC |
12 |
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A |
12 |
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
12 |
Wagner Wealth Management, Llc |
12 |
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
12 |
CenterStar Asset Management, LLC |
12 |
SummerHaven Investment Management, LLC |
12 |
Highland Capital Management, Llc |
12 |
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
12 |
Vontobel Holding Ltd. |
12 |
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
12 |
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
12 |
Peregrine Capital Management Llc |
12 |
CX Institutional |
12 |
Sachetta, LLC |
12 |
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity |
12 |
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
12 |
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
12 |
Zweig-DiMenna Associates LLC |
12 |
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
12 |
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
12 |
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
12 |
New England Securities Corp /MA/ |
12 |
San Francisco Sentry Investment Group (ca) |
12 |
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
12 |
Atlantic Trust, LLC |
12 |
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
12 |
Covington Capital Management |
12 |
Delphi Management Inc /ma/ |
12 |
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
12 |
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
12 |
GLG Partners LP |
12 |
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
12 |
HGC Investment Management Inc. |
12 |
Mfs Intermediate High Income Fund |
12 |
Stonebridge Capital Advisors LLC |
12 |
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
12 |
PPM Funds - PPM High Yield Core Fund (Inst) |
12 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
12 |
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
12 |
Governors Lane LP |
12 |
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
12 |
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF |
12 |
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
12 |
Chartwell Investment Partners, Llc |
12 |
Commerce Bank |
12 |
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
12 |
South Dakota Investment Council |
12 |
Hanson & Doremus Investment Management |
12 |
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
12 |
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H |
12 |
Leuthold Group, Llc |
12 |
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
12 |
Bedel Financial Consulting, Inc. |
12 |
McIlrath & Eck, LLC |
12 |
Cowen Investment Management LLC |
12 |
Atwood & Palmer Inc |
12 |
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
12 |
Krilogy Financial LLC |
12 |
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
12 |
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
12 |
Rs Investment Management Co Llc |
12 |
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
12 |
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
12 |
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
12 |
Timber Hill LLC |
12 |
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
12 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 |
12 |
Dean Capital Management |
12 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
12 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
12 |
AGF Investments LLC |
12 |
Trust Department Mb Financial Bank N A |
12 |
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
12 |
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
12 |
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
12 |
Regal Investment Advisors LLC |
12 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 |
12 |
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
12 |
First Citizens Bank & Trust Co |
12 |
Blackrock Core Bond Trust |
12 |
Venture Visionary Partners LLC |
12 |
Jade Capital Advisors, LLC |
12 |
Capital Guardian Trust Co |
12 |
Vivaldi Asset Management, LLC |
12 |
Deltec Asset Management Llc |
12 |
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
12 |
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
12 |
1832 Asset Management L.P. |
12 |
Hennessy Advisors Inc |
12 |
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
12 |
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
12 |
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
12 |
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
12 |
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
12 |
Oakworth Capital, Inc. |
12 |
FourThought Financial, LLC |
12 |
Continuum Advisory, LLC |
12 |
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
12 |
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
12 |
Gyon Technologies Capital Management, LP |
12 |
Marathon Trading Investment Management LLC |
12 |
Legacy Financial Advisors, Inc. |
12 |
Washington Trust Bank |
12 |
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
12 |
Tfo-tdc, Llc |
12 |
Columbia Partners L L C Investment Management |
12 |
Front Row Advisors LLC |
12 |
Montag A & Associates Inc |
12 |
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
12 |
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
12 |
HYLD - Exchange Listed Funds Trust - High Yield ETF |
12 |
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
12 |
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
12 |
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF |
12 |
Wiley Bros.-aintree Capital, Llc |
12 |
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
12 |
Gideon Capital Advisors, Inc. |
12 |
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
12 |
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
12 |
Riverview Trust Co |
12 |
Ing Groep Nv |
12 |
Apollon Wealth Management, LLC |
12 |
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
12 |
Pinnacle Associates Ltd |
12 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
12 |
Carlson Capital L P |
12 |
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
12 |
Johnson Investment Counsel Inc |
12 |
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
12 |
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
12 |
Kayne Anderson Rudnick Investment Management Llc |
12 |
Sandbar Asset Management LLP |
12 |
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
12 |
Intellectus Partners, LLC |
12 |
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
12 |
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
12 |
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
12 |
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
12 |
B. Riley Financial, Inc. |
12 |
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
12 |
Dreman Value Management, L L C |
12 |
Advisor Partners Llc |
12 |
Royal London Asset Management Ltd |
12 |
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
12 |
Rice Hall James & Associates, Llc |
12 |
Coppell Advisory Solutions LLC |
12 |
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
12 |
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
12 |
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A |
12 |
MASTER BOND LLC - Master Total Return Portfolio |
12 |
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
12 |
Trustcore Financial Services, Llc |
12 |
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF |
12 |
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
12 |
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
12 |
Weber Alan W |
12 |
Janney Capital Management LLC |
12 |
Neo Ivy Capital Management |
12 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
12 |
Cooper Creek Partners Management Llc |
12 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
12 |
Ardsley Advisory Partners Lp |
12 |
Hughes Financial Services, LLC |
12 |
Cerebellum GP, LLC |
12 |
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
12 |
Paradigm Capital Management Inc/ny |
12 |
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
12 |
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
12 |
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
12 |
Abound Wealth Management |
12 |
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
12 |
Symphony Asset Management Llc |
12 |
Moon Capital Management Lp |
12 |
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
12 |
Blackstone / Gso Senior Floating Rate Term Fund |
12 |
Ritholtz Wealth Management |
12 |
Elite Wealth Management, Inc. |
12 |
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
12 |
Banque Cantonale Vaudoise |
11 |
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
11 |
National Planning Corp |
11 |
Key FInancial Inc |
11 |
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
11 |
Royal Fund Management, LLC |
11 |
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF |
11 |
FinTrust Capital Advisors, LLC |
11 |
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
11 |
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
11 |
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
11 |
I.g. Investment Management, Ltd. |
11 |
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
11 |
Highland Capital Management Fund Advisors, L.p. |
11 |
Oakbrook Investments Llc |
11 |
Cantab Capital Partners LLP |
11 |
Duality Advisers, Lp |
11 |
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
11 |
Harris Associates L P |
11 |
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
11 |
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
11 |
Brewin Dolphin Ltd |
11 |
Retirement Systems of Alabama |
11 |
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
11 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
11 |
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A |
11 |
Brookstone Capital Management |
11 |
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
11 |
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
11 |
Sequoia Financial Advisors, LLC |
11 |
SYSTM Wealth Solutions LLC |
11 |
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
11 |
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
11 |
BlueCrest Capital Management LLP |
11 |
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
11 |
State Of Michigan Retirement System |
11 |
Fortitude Advisory Group L.L.C. |
11 |
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A |
11 |
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A |
11 |
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
11 |
First Personal Financial Services |
11 |
Global X Japan Co., Ltd. |
11 |
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I |
11 |
Atria Wealth Solutions, Inc. |
11 |
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
11 |
Capula Management Ltd |
11 |
EverPoint Asset Management, LLC |
11 |
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
11 |
Cranbrook Wealth Management, LLC |
11 |
People's United Financial, Inc. |
11 |
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class |
11 |
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
11 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
11 |
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A |
11 |
Sanctuary Advisors, LLC |
11 |
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
11 |
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
11 |
Hussman Strategic Advisors, Inc. |
11 |
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
11 |
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class |
11 |
Ativo Capital Management LLC |
11 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
11 |
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A |
11 |
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares |
11 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
11 |
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
11 |
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
11 |
Mosaic Family Wealth, LLC |
11 |
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
11 |
Rockefeller Financial Services Inc |
11 |
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
11 |
Kistler-Tiffany Companies, LLC |
11 |
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
11 |
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
11 |
25 Llc |
11 |
Ropes Wealth Advisors Llc |
11 |
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
11 |
Kilter Group LLC |
11 |
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
11 |
Transamerica Partners Portfolios |
11 |
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
11 |
Man Investments Ltd |
11 |
Usaa Etf Trust |
11 |
ORG Partners LLC |
11 |
Transamerica Partners Funds Group Ii |
11 |
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares |
11 |
Kore Private Wealth LLC |
11 |
WASHINGTON TRUST Co |
11 |
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
11 |
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
11 |
Mycio Wealth Partners, Llc |
11 |
Red Tortoise LLC |
11 |
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
11 |
UniSuper Management Pty Ltd |
11 |
Moody National Bank Trust Division |
11 |
Wbi Investments, Inc. |
11 |
Passport Capital, LLC |
11 |
AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
11 |
Balentine LLC |
11 |
Dixon Hughes Goodman Wealth Advisors LLC |
11 |
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
11 |
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
11 |
Integrated Wealth Concepts LLC |
11 |
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
11 |
Salem Investment Counselors Inc |
11 |
Transamerica Partners Funds Group |
11 |
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
11 |
Financial Architects, Inc |
11 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
11 |
Envestnet Portfolio Solutions, Inc. |
11 |
Eagle Global Advisors Llc |
11 |
Anchor Investment Management, LLC |
11 |
Artisan Partners Limited Partnership |
11 |
Center for Financial Planning, Inc. |
11 |
Telemetry Investments, L.L.C. |
11 |
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
11 |
Altshuler Shaham Ltd |
11 |
BFOR - ALPS ETF Trust - Barron's 400 ETF |
11 |
Semanteon Capital Management, LP |
11 |
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
11 |
FNY Partners Fund LP |
11 |
Columbus Circle Investors |
11 |
Cambridge Trust Co |
11 |
JJJ Advisors Inc. |
11 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
11 |
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
11 |
VCAAX - VALIC Co I - Asset Allocation Fund |
11 |
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
11 |
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
11 |
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
11 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
11 |
Meridian Wealth Partners, LLC |
11 |
Janus Capital Management Llc |
11 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio |
11 |
Wells Fargo Global Dividend Opportunity Fund |
11 |
Towle & Co |
11 |
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
11 |
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
11 |
Wells Fargo Multi-sector Income Fund |
11 |
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
11 |
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
11 |
MCF Advisors LLC |
11 |
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
11 |
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
11 |
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
11 |
Tuttle Tactical Management LLC |
11 |
Blackrock Credit Allocation Income Trust |
11 |
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB |
11 |
Epoch Investment Partners, Inc. |
11 |
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class |
11 |
Vanguard Explorer Fund |
11 |
Winfield Associates, Inc. |
11 |
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
11 |
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
11 |
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) |
11 |
Covalis Capital Llp |
11 |
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N |
11 |
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
11 |
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
11 |
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) |
11 |
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
11 |
Nvwm, Llc |
11 |
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
11 |
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
11 |
Humankind Benefit Corp - Humankind US Stock ETF |
11 |
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
11 |
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
11 |
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
11 |
Mutual Advisors, LLC |
11 |
Pineridge Advisors LLC |
11 |
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
11 |
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
11 |
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
11 |
Opus Capital Group, LLC |
11 |
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
11 |
EMC Capital Management |
11 |
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
11 |
Wealthcare Capital Management Llc |
11 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
11 |
Lingohr & Partner Asset Management GmbH |
11 |
Anson Funds Management LP |
11 |
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
11 |
Heartland Advisors Inc |
11 |
GHP Investment Advisors, Inc. |
11 |
Perritt Capital Management Inc |
11 |
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
11 |
MARSHALL WACE ASIA Ltd |
11 |
Stoneridge Investment Partners Llc |
11 |
Voya Prime Rate Trust |
11 |
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
11 |
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class |
11 |
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
11 |
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
11 |
Motco |
11 |
Sugarloaf Wealth Management, LLC |
11 |
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
11 |
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
11 |
Cambria Investment Management, L.P. |
11 |
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
11 |
Warren Averett Asset Management, LLC |
11 |
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF |
11 |
Central Bank & Trust Co |
11 |
Candriam Luxembourg S.C.A. |
11 |
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
11 |
Td Private Client Wealth Llc |
11 |
Invesco High Income Trust Ii |
11 |
Capital Asset Advisory Services LLC |
11 |
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF |
11 |
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
11 |
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
11 |
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
11 |
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
11 |
OAIEX - Optimum Fund Trust - Optimum International Fund Class A |
11 |
Avestar Capital, LLC |
11 |
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A |
11 |
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
11 |
Mork Capital Management, LLC |
11 |
Truewealth Llc |
11 |
Tradeworx Inc. |
11 |
Calvert Investment Management, Inc. |
11 |
Reinhart Partners, Inc. |
11 |
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
11 |
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
11 |
Mv Capital Management, Inc. |
11 |
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
11 |
Penn Capital Management Co Inc |
11 |
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
11 |
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
10 |
Underlying Funds Trust |
10 |
Ab Pooling Portfolios |
10 |
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
10 |
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund |
10 |
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
10 |
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
10 |
Mfs Special Value Trust |
10 |
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
10 |
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
10 |
Wells Fargo Income Opportunities Fund |
10 |
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
10 |
Capital World Investors |
10 |
ArrowMark Colorado Holdings LLC |
10 |
Corsair Capital Management, L.p. |
10 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
10 |
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
10 |
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
10 |
PointState Capital LP |
10 |
Glenmede Investment Management, LP |
10 |
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF |
10 |
Greenland Capital Management LP |
10 |
Mendota Financial Group, LLC |
10 |
Hartford Series Fund Inc |
10 |
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
10 |
DAACX - Adviser Managed Trust - Diversified Equity Fund |
10 |
Colony Group Llc |
10 |
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
10 |
FDRV - FIDELITY COVINGTON TRUST - Fidelity Electric Vehicles and Future Transportation ETF |
10 |
Elequin Capital Lp |
10 |
CenterBook Partners LP |
10 |
Baldwin Brothers Inc/ma |
10 |
Cassady Schiller Wealth Management, LLC |
10 |
TimesSquare Capital Management, LLC |
10 |
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
10 |
Securian Asset Management, Inc |
10 |
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 |
10 |
Portolan Capital Management, LLC |
10 |
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class |
10 |
Activest Wealth Management |
10 |
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF |
10 |
Advisor Resource Council |
10 |
Hennion & Walsh Asset Management, Inc. |
10 |
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF |
10 |
Childress Capital Advisors, Llc |
10 |
Opal Wealth Advisors, LLC |
10 |
Paces Ferry Wealth Advisors, Llc |
10 |
TFC Financial Management |
10 |
Checchi Capital Advisers, LLC |
10 |
Kestra Private Wealth Services, Llc |
10 |
Fiduciary Trust Co |
10 |
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 |
10 |
First Horizon Corp |
10 |
Patten Group, Inc. |
10 |
King Luther Capital Management Corp |
10 |
Gerstein Fisher |
10 |
Thomas White International Ltd |
10 |
Bulldog Investors, LLP |
10 |
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
10 |
Analytic Investors, LLC |
10 |
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares |
10 |
Caas Capital Management Lp |
10 |
Rosenberg Matthew Hamilton |
10 |
Horizon Investments, LLC |
10 |
Sandell Asset Management Corp |
10 |
BUYN - USCF ETF Trust - USCF SummerHaven SHPEN Index Fund |
10 |
Ziegler Capital Management, LLC |
10 |
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
10 |
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class |
10 |
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
10 |
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
10 |
Vantage Investment Advisors, LLC |
10 |
PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares |
10 |
Seaport Global Asset Management Llc |
10 |
First New York Securities Llc /ny |
10 |
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
10 |
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF |
10 |
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
10 |
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
10 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
10 |
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
10 |
Shine Investment Advisory Services Inc |
10 |
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
10 |
Tortoise Investment Management, LLC |
10 |
Sumitomo Mitsui DS Asset Management Company, Ltd |
10 |
Vigilant Capital Management, LLC |
10 |
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
10 |
QCM Cayman, Ltd. |
10 |
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
10 |
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
10 |
Raymond James Trust N.a. |
10 |
Tsfg, Llc |
10 |
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
10 |
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
10 |
Commerzbank Aktiengesellschaft /fi |
10 |
MUFG Securities EMEA plc |
10 |
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
10 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
10 |
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
10 |
Delta Asset Management Llc/tn |
10 |
Alpha Windward Llc |
10 |
Cheyne Capital Management (UK) LLP |
10 |
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
10 |
Webster Bank, N. A. |
10 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
10 |
Thb Asset Management |
10 |
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF |
10 |
EP Wealth Advisors, Inc. |
10 |
Moors & Cabot, Inc. |
10 |
Cobalt Capital Management, Inc. |
10 |
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
10 |
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB |
10 |
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
10 |
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
10 |
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
10 |
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
10 |
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
10 |
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
10 |
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
10 |
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
10 |
Gladius Capital Management LP |
10 |
AllSquare Wealth Management LLC |
10 |
Ckw Financial Group |
10 |
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
10 |
Macroview Investment Management Llc |
10 |
Capital One, National Association |
10 |
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I |
10 |
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
10 |
Van Hulzen Asset Management, LLC |
10 |
Integrated Wealth Management |
10 |
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
10 |
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
10 |
Erste Asset Management GmbH |
10 |
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
10 |
S. Muoio & Co. Llc |
10 |
Piermont Capital Management LLC |
10 |
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
10 |
Spectrum Management Group, LLC |
10 |
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I |
10 |
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional |
10 |
Boston Trust Walden Corp |
10 |
Sheaff Brock Investment Advisors, LLC |
10 |
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
10 |
CARZ - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Global Auto Index Fund |
10 |
Archford Capital Strategies, LLC |
10 |
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
10 |
Rothschild Asset Management Inc |
10 |
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
10 |
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A |
10 |
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
10 |
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A |
10 |
Cornerstone Wealth Management, LLC |
10 |
Ashton Thomas Securities, Llc |
10 |
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
10 |
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class |
10 |
SG Capital Management LLC |
10 |
Anchor Bolt Capital, LP |
10 |
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A |
10 |
Tlp Group Llc |
10 |
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
10 |
Euclidean Technologies Management, LLC |
10 |
Bronson Point Management LLC |
10 |
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
10 |
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund |
10 |
WR Wealth Planners, LLC |
10 |
Associated Banc-corp |
10 |
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
10 |
Institutional & Family Asset Management, Llc |
10 |
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
10 |
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
10 |
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
10 |
Glen Eagle Advisors, LLC |
10 |
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A |
10 |
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
10 |
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
10 |
Moody Aldrich Partners Llc |
10 |
Baird Robert W & Co Inc /wi/ |
10 |
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
10 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
10 |
Munder Capital Management |
10 |
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class |
10 |
Societe Generale |
10 |
Formula Growth Ltd |
10 |
Bellwether Investment Group, LLC |
10 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
10 |
Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
10 |
Jacobi Capital Management LLC |
10 |
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA |
10 |
Oaktree Capital Management Lp |
10 |
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
10 |
BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares |
10 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares |
10 |
Omnia Family Wealth, LLC |
10 |
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
10 |
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
10 |
Achmea Investment Management B.V. |
10 |
Thurston, Springer, Miller, Herd & Titak, Inc. |
10 |
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
10 |
Invesco Bond Fund |
10 |
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
10 |
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
10 |
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
10 |
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
10 |
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
10 |
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
10 |
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
10 |
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
10 |
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
10 |
Virtus Global Dividend & Income Fund Inc. |
10 |
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
10 |
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
10 |
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
10 |
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF |
10 |
Coastal Investment Advisors, Inc. |
10 |
Comerica Securities,inc. |
10 |
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
10 |
Treasurer of the State of North Carolina |
10 |
Aspire Private Capital, LLC |
10 |
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
10 |
DeepCurrents Investment Group LLC |
10 |
TIMOTHY PLAN - Timothy Strategic Variable |
10 |
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
10 |
Colony Group, LLC |
10 |
Magnus Financial Group LLC |
10 |
Laurel Wealth Advisors LLC |
10 |
Cary Street Partner Investment Advisory Llc |
10 |
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
10 |
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
10 |
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
10 |
Atlas Capital Advisors Llc |
10 |
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
10 |
Integrated Core Strategies (us) Llc |
10 |
One Wealth Advisors, LLC |
10 |
Sound Income Strategies, LLC |
10 |
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
10 |
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
10 |
Icon Wealth Partners, LLC |
10 |
Oppenheimer Global Multi Strategies Fund |
10 |
Loews Corp |
9 |
QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
9 |
Bp Plc |
9 |
Gupta Wealth Management LLC |
9 |
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
9 |
Exchange Capital Management, Inc. |
9 |
Qrg Capital Management, Inc. |
9 |
Country Trust Bank |
9 |
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 |
9 |
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF |
9 |
Wealthbridge Capital Management, Llc |
9 |
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
9 |
Psagot Value Holdings Ltd. / (Israel) |
9 |
Apollo Management Holdings, L.P. |
9 |
IMA Wealth, Inc. |
9 |
Matarin Capital Management, LLC |
9 |
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
9 |
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
9 |
Ridgeworth Funds |
9 |
Quest Capital Management Inc /adv |
9 |
Parisi Gray Wealth Management |
9 |
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M |
9 |
TRUE Private Wealth Advisors |
9 |
Lisanti Capital Growth, LLC |
9 |
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
9 |
Clear Harbor Asset Management, LLC |
9 |
Tributary Capital Management, LLC |
9 |
Pendal Group Ltd |
9 |
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
9 |
Maple Securities Usa Inc |
9 |
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
9 |
Cruiser Capital Advisors, Llc |
9 |
Dfa Investment Trust Co - The Japanese Small Company Series |
9 |
Quotient Investors, LLC |
9 |
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
9 |
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
9 |
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
9 |
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
9 |
Global X Funds |
9 |
Ibex Investors LLC |
9 |
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
9 |
Integrated Advisors Network LLC |
9 |
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
9 |
Riggs Asset Managment Co. Inc. |
9 |
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
9 |
DAVENPORT & Co LLC |
9 |
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
9 |
Amtrust Financial Services, Inc. |
9 |
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
9 |
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF |
9 |
Jaffetilchin Investment Partners, LLC |
9 |
EAM Global Investors LLC |
9 |
Tiverton Asset Management Llc |
9 |
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
9 |
Sigma Planning Corp |
9 |
UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods |
9 |
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
9 |
Lebenthal Asset Management, LLC |
9 |
IMC-Chicago, LLC |
9 |
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
9 |
Kingdon Capital Management, L.l.c. |
9 |
Grove Bank & Trust |
9 |
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class |
9 |
New America High Income Fund Inc |
9 |
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
9 |
Sawgrass Asset Management Llc |
9 |
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
9 |
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
9 |
Santa Fe Partners LLC |
9 |
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
9 |
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF |
9 |
Squar Milner Financial Services Llc |
9 |
Boston Advisors Llc |
9 |
Ssga Master Trust |
9 |
Ninety One UK Ltd |
9 |
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A |
9 |
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
9 |
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
9 |
Harvest Management Llc |
9 |
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A |
9 |
Park Place Capital Corp |
9 |
Voya Senior Income Fund |
9 |
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
9 |
Leap Investments Lp |
9 |
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
9 |
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
9 |
Neuberger Berman High Yield Strategies Fund Inc. |
9 |
Sumit Capital, Llc |
9 |
EHLS - Tidal Trust II - Even Herd Long Short ETF |
9 |
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
9 |
Friess Associates Llc |
9 |
Qsemble Capital Management, LP |
9 |
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
9 |
Advantage Investment Management, Llc |
9 |
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF |
9 |
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF |
9 |
Moisand Fitzgerald Tamayo, LLC |
9 |
Oppenheimer Variable Account Funds |
9 |
Trust For Advisor Solutions |
9 |
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
9 |
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares |
9 |
Psagot Investment House Ltd. |
9 |
Handelsinvest Investeringsforvaltning |
9 |
Whitebox Mutual Funds |
9 |
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A |
9 |
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
9 |
Pentwater Capital Management LP |
9 |
Vanguard Whitehall Funds |
9 |
DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A |
9 |
Kestra Investment Management, LLC |
9 |
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
9 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
9 |
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
9 |
BBVA USA Bancshares, Inc. |
9 |
361 Capital Llc |
9 |
Karpus Management, Inc. |
9 |
BIABX - Brown Advisory Funds - Brown Advisory Strategic Bond Fund Institutional Shares |
9 |
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
9 |
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
9 |
Profunds - Profund Vp Consumer Goods |
9 |
Cookson Peirce & Co Inc |
9 |
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
9 |
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares |
9 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
9 |
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
9 |
Wealthfront Inc |
9 |
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A |
9 |
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
9 |
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A |
9 |
Private Wealth Asset Management, LLC |
9 |
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
9 |
Balter Liquid Alternatives, LLC |
9 |
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
9 |
Highstreet Asset Management Inc. |
9 |
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
9 |
Savior LLC |
9 |
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
9 |
Hanseatic Management Services Inc |
9 |
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
9 |
Lenox Wealth Management, Inc. |
9 |
Liberty Mutual Group Asset Management Inc. |
9 |
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
9 |
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares |
9 |
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
9 |
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
9 |
Ballentine Partners, LLC |
9 |
Luminus Management Llc |
9 |
Cortina Asset Management, LLC |
9 |
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
9 |
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A |
9 |
Hudock, Inc. |
9 |
Camarda Financial Advisors, LLC |
9 |
Korea Investment CORP |
9 |
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
9 |
FTXR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Transportation ETF |
9 |
Pinnacle Bancorp, Inc. |
9 |
T. Rowe Price Investment Management, Inc. |
9 |
Kendall Capital Management |
9 |
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
9 |
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio |
9 |
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
9 |
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
9 |
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
9 |
Measured Wealth Private Client Group, LLC |
9 |
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
9 |
MML Series Investment Fund II - MML Equity Rotation Fund Class II |
9 |
MHITX - MFS SERIES TRUST III - MFS High Income Fund A |
9 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
9 |
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
9 |
Alpine Woods Capital Investors, Llc |
9 |
Bayforest Capital Ltd |
9 |
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
9 |
Claybrook Capital, LLC |
9 |
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
9 |
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
9 |
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class |
9 |
Tygh Capital Management, Inc. |
9 |
First Interstate Bank |
9 |
Denver Investment Advisors Llc |
9 |
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
9 |
Westfield Capital Management Co Lp |
9 |
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
9 |
URTH - iShares, Inc. - iShares MSCI World ETF |
9 |
Kiley Juergens Wealth Management, Llc |
9 |
Bank Of Hawaii |
9 |
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
9 |
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
9 |
Crestline Management, LP |
9 |
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
9 |
Evergreen Capital Management Llc |
9 |
HHM Wealth Advisors, LLC |
9 |
Calton & Associates, Inc. |
9 |
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF |
9 |
NorthCoast Asset Management LLC |
9 |
Banco de Sabadell, S.A |
9 |
Exane Derivatives |
9 |
IBM Retirement Fund |
9 |
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
9 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
9 |
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
9 |
New Amsterdam Partners Llc/ny |
9 |
PRW Wealth Management LLC |
9 |
Harbour Capital Advisors, LLC |
9 |
Sageworth Trust Co of South Dakota |
9 |
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF |
9 |
Inspire Advisors, LLC |
9 |
Knights of Columbus Asset Advisors LLC |
9 |
Connor Clark & Lunn Investment Management Ltd |
9 |
Transce3nd, LLC |
9 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
9 |
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
9 |
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
9 |
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class |
9 |
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
9 |
Fjarde Ap-fonden /fourth Swedish National Pension Fund |
9 |
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
9 |
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
9 |
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
9 |
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
9 |
VCSMX - VALIC Co I - Small Cap Fund |
9 |
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
9 |
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
9 |
Cna Financial Corp |
9 |
Vanguard Windsor Funds |
9 |
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
9 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
9 |
Well Done, LLC |
9 |
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class |
9 |
WealthTrak Capital Management LLC |
9 |
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
9 |
Pioneer Floating Rate Trust |
9 |
Redwood Investments, LLC |
9 |
Emerald Advisers, Llc |
9 |
Beacon Capital Management, LLC |
9 |
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. |
9 |
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
9 |
Intrust Bank Na |
9 |
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
9 |
Tibra Equities Europe Ltd |
9 |
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 |
9 |
Park Avenue Securities Llc |
9 |
West Oak Capital, LLC |
9 |
Sandler Capital Management |
9 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio |
9 |
Wilbanks Smith & Thomas Asset Management Llc |
9 |
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class |
9 |
First National Bank Of Omaha |
9 |
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF |
9 |
Echo Street Capital Management LLC |
9 |
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
9 |
HWTIX - HOTCHKIS & WILEY FUNDS /DE/ - International Small Cap Diversified Value Fund Class Z |
9 |
Simon Quick Advisors, Llc |
9 |
SOA Wealth Advisors, LLC. |
9 |
Redwood Investment Management, Llc |
9 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
9 |
New Mexico Educational Retirement Board |
9 |
Tortoise Capital Advisors, L.l.c. |
9 |
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) |
9 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C |
9 |
Zurich Insurance Group Ltd/FI |
9 |
Kapitalo Investimentos Ltda |
9 |
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
9 |
Antara Capital LP |
9 |
Procyon Private Wealth Partners, LLC |
9 |
Hirtle Callaghan & Co LLC |
9 |
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
9 |
Ashton Thomas Private Wealth, LLC |
9 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
9 |
Formidable Asset Management, LLC |
9 |
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
9 |
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
9 |
Bremer Trust National Association |
9 |
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares |
9 |
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
9 |
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
9 |
VCSVX - VALIC Co II - Small Cap Value Fund |
9 |
Level Four Advisory Services, Llc |
9 |
WealthTrust-Arizona, LLC |
9 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
9 |
McAdam, LLC |
9 |
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund |
9 |
Dakota Wealth Management |
9 |
Column Capital Advisors, LLC |
9 |
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
9 |
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
9 |
Kanaly Trust Co |
9 |
Knight Capital Group, Inc. |
9 |
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
8 |
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A |
8 |
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
8 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I |
8 |
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
8 |
Retirement Group, LLC |
8 |
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
8 |
Alpha DNA Investment Management LLC |
8 |
Pzena Investment Management Llc |
8 |
EVR Research LP |
8 |
Palouse Capital Management, Inc. |
8 |
Wealthspring Capital LLC |
8 |
Northwestern Mutual Investment Management Company, Llc |
8 |
Interchange Capital Partners, LLC |
8 |
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
8 |
Clark Estates Inc/ny |
8 |
New Age Alpha Advisors, LLC |
8 |
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
8 |
Geneva Advisors, LLC |
8 |
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
8 |
M&r Capital Management Inc |
8 |
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA |
8 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
8 |
First Capital Advisors Group, LLC. |
8 |
Privium Fund Management (UK) Ltd |
8 |
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
8 |
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class |
8 |
Addison Advisors LLC |
8 |
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
8 |
CR Intrinsic Investors, LLC |
8 |
River & Mercantile Asset Management Llp |
8 |
L & S Advisors Inc |
8 |
Meridian Wealth Management, LLC |
8 |
Destination Wealth Management |
8 |
BlackRock Capital Allocation Trust |
8 |
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
8 |
Virtue Capital Management, LLC |
8 |
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF |
8 |
Sheets Smith Wealth Management |
8 |
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class |
8 |
Farringdon Capital, Ltd. |
8 |
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
8 |
Stanley-Laman Group, Ltd. |
8 |
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF |
8 |
Rothschild Investment Corp /il |
8 |
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
8 |
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
8 |
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
8 |
Point72 Europe (London) LLP |
8 |
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
8 |
Jump Trading, LLC |
8 |
Cubic Asset Management, LLC |
8 |
Dfa Investment Trust Co - The Dfa International Value Series |
8 |
VIDI - ETF Series Solutions - Vident International Equity Fund |
8 |
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
8 |
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
8 |
EULAV Asset Management |
8 |
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares |
8 |
Pax World Management Llc |
8 |
Ascend Capital, Llc |
8 |
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A |
8 |
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III |
8 |
Blackstone / Gso Floating Rate Enhanced Income Fund |
8 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
8 |
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
8 |
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund |
8 |
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
8 |
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
8 |
111 Capital |
8 |
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares |
8 |
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class |
8 |
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
8 |
Greenleaf Trust |
8 |
CPSIX - Unified Series Trust - Fci Bond Fund |
8 |
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
8 |
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
8 |
Clearbridge, Llc |
8 |
Wells Fargo Utilities & High Income Fund |
8 |
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
8 |
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares |
8 |
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
8 |
SpiderRock Advisors, LLC |
8 |
Arrow Financial Corp |
8 |
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
8 |
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
8 |
Wright Investors Service Inc |
8 |
Pinnacle Summer Investments, Inc. |
8 |
Kingsview Wealth Management, LLC |
8 |
Keeley-Teton Advisors, LLC |
8 |
Heritage Wealth Advisors |
8 |
Equitec Specialists, Llc |
8 |
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF |
8 |
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
8 |
Shufro Rose & Co Llc |
8 |
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
8 |
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A |
8 |
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
8 |
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
8 |
Kaizen Advisory, Llc |
8 |
PSI Advisors, LLC |
8 |
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class |
8 |
PharVision Advisers, LLC |
8 |
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class |
8 |
Waratah Capital Advisors Ltd. |
8 |
Krane Funds Advisors LLC |
8 |
Artemis Investment Management LLP |
8 |
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
8 |
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares |
8 |
Legacy Advisors, LLC |
8 |
Burt Wealth Advisors |
8 |
Washington Capital Management Inc |
8 |
ABASX - AB TRUST - AB Discovery Value Fund Class A |
8 |
Nemes Rush Group LLC |
8 |
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
8 |
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
8 |
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
8 |
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares |
8 |
Capital International Investors |
8 |
John Hancock Hedged Equity & Income Fund |
8 |
FEDERATED CORE TRUST - High Yield Bond Portfolio |
8 |
Numerai GP LLC |
8 |
RHJ International SA |
8 |
Kula Investments, LLC |
8 |
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A |
8 |
ISAM Funds (UK) Ltd |
8 |
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF |
8 |
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
8 |
Impax Asset Management Group plc |
8 |
Eventide Asset Management, Llc |
8 |
Lodge Hill Capital, LLC |
8 |
PPM Funds - PPM Floating Rate Income Fund (Inst) |
8 |
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
8 |
Forsta Ap-fonden |
8 |
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) |
8 |
Colonial Trust Co / SC |
8 |
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
8 |
Advisor Partners Ii, Llc |
8 |
Allred Capital Management, LLC |
8 |
ICA Group Wealth Management, LLC |
8 |
Allstate Corp |
8 |
Nicholas Company, Inc. |
8 |
Vaughan Nelson Investment Management, L.p. |
8 |
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
8 |
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
8 |
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
8 |
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
8 |
M&g Investment Management Ltd |
8 |
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I |
8 |
Scoggin Management Lp |
8 |
HighPoint Advisor Group LLC |
8 |
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
8 |
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund |
8 |
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
8 |
Gulf International Bank (UK) Ltd |
8 |
Cribstone Capital Management, LLC |
8 |
Summit Partners Public Asset Management, Llc |
8 |
SkyTop Capital Management LLC |
8 |
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
8 |
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund |
8 |
Hollencrest Capital Management |
8 |
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
8 |
Andra AP-fonden |
8 |
American Funds Insurance Series |
8 |
O'Shares Investment Advisers, LLC |
8 |
Caxton Associates Llp |
8 |
Eaton Vance Short Duration Diversified Income Fund |
8 |
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
8 |
Harvest Investment Services, LLC |
8 |
RK Capital Management, LLC |
8 |
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
8 |
Gardner Lewis Asset Management L P |
8 |
Oliver Lagore Vanvalin Investment Group |
8 |
Edge Wealth Management LLC |
8 |
Suffolk Capital Management Llc |
8 |
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
8 |
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF |
8 |
VisionPoint Advisory Group, LLC |
8 |
Gryphon Financial Partners LLC |
8 |
Gierl Augustine Investment Management Inc |
8 |
Alpha Quant Advisors, Llc |
8 |
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I |
8 |
Perkins Coie Trust Co |
8 |
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
8 |
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
8 |
Usca Ria Llc |
8 |
Brandywine Oak Private Wealth Llc |
8 |
Blue Rock Advisors, LLC |
8 |
BTG Pactual Global Asset Management Ltd |
8 |
WealthPLAN Partners, LLC |
8 |
Albar Capital Ltd |
8 |
First Financial Corp /in/ |
8 |
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares |
8 |
Executive Wealth Management, LLC |
8 |
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A |
8 |
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
8 |
Telemark Asset Management, LLC |
8 |
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I |
8 |
Byrne Asset Management LLC |
8 |
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
8 |
DRW Securities, LLC |
8 |
Keeley Asset Management Corp |
8 |
Chevy Chase Trust Holdings, Inc. |
8 |
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
8 |
Bryn Mawr Capital Management Inc |
8 |
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
8 |
JNBA Financial Advisors |
8 |
Northwest & Ethical Investments L.P. |
8 |
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF |
8 |
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
8 |
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
8 |
FIFTHDELTA Ltd |
8 |
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL |
8 |
Blue Bell Private Wealth Management, Llc |
8 |
Silphium Asset Management Ltd |
8 |
Privium Fund Management B.V. |
8 |
Whipplewood Advisors, LLC |
8 |
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A |
8 |
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
8 |
SGPIX - Profunds - Small-cap Growth Profund Investor Class |
8 |
Next Financial Holdings |
8 |
J.Safra Asset Management Corp |
8 |
WealthStone, Inc. |
8 |
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A |
8 |
Benjamin Edwards Inc |
8 |
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF |
8 |
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF |
8 |
PENN SERIES FUNDS INC - Developed International Index Fund |
8 |
Genesee Valley Trust Co |
8 |
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
8 |
Skylands Capital, LLC |
8 |
Stonehage Fleming Financial Services Holdings Ltd |
8 |
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
8 |
Wall Street Associates |
8 |
Reuter James Wealth Management, Llc |
8 |
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R |
8 |
Catapult Capital Management Llc |
8 |
Pacific Alternative Asset Management Company, Llc |
8 |
Hexavest Inc. |
8 |
Union Square Park Capital Management, LLC |
8 |
Forward Management, LLC |
8 |
Ramsey Quantitative Systems |
8 |
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
8 |
Profunds - Profund Vp Small-cap Growth |
8 |
Tokio Marine Asset Management Co Ltd |
8 |
Royce Micro-cap Trust, Inc /md/ |
8 |
Eaton Vance Floating-rate 2022 Target Term Trust |
8 |
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A |
8 |
Blackrock Master Llc |
8 |
BlackRock ESG Capital Allocation Trust |
8 |
Gabelli Global Small & Mid Cap Value Trust |
8 |
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
8 |
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF |
8 |
U.S. Capital Wealth Advisors, LLC |
8 |
Fort Washington Investment Advisors Inc /oh/ |
8 |
Cypress Capital Management LLC (WY) |
8 |
Kalos Management, Inc. |
8 |
MANA Advisors LLC |
8 |
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
8 |
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A |
8 |
Binnacle Investments Inc |
8 |
Accurate Wealth Management, LLC |
8 |
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
8 |
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N |
8 |
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
8 |
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
8 |
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
8 |
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
8 |
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
8 |
Veritable, L.P. |
8 |
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
8 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
8 |
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund |
8 |
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund |
8 |
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
8 |
Certified Advisory Corp |
8 |
Brasada Capital Management, Lp |
8 |
Eagle Bay Advisors LLC |
8 |
VVSCX - VALIC Co I - Small Cap Value Fund |
8 |
Merit Financial Group, LLC |
8 |
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
8 |
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class |
8 |
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
8 |
Heritage Wealth Management, Llc |
8 |
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
8 |
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A |
8 |
Glg Llc |
8 |
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
8 |
PENN SERIES FUNDS INC - Small Cap Value Fund |
8 |
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
8 |
Empyrean Capital Partners, LP |
8 |
ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF |
8 |
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A |
8 |
Pallas Capital Advisors LLC |
8 |
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
8 |
Herndon Capital Management Llc |
8 |
York Capital Management Global Advisors, LLC |
8 |
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
8 |
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
8 |
PGIM Short Duration High Yield Opportunities Fund |
8 |
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A |
8 |
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
8 |
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
8 |
Natixis Investment Managers International |
8 |
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
8 |
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
8 |
First Bank & Trust |
8 |
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
8 |
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
7 |
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
7 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
7 |
Richard Bernstein Advisors LLC |
7 |
Kiwi Wealth Investments Limited Partnership |
7 |
Dfa Investment Dimensions Group Inc - Va International Value Portfolio |
7 |
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
7 |
Meiji Yasuda Asset Management Co Ltd. |
7 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
7 |
Cromwell Holdings LLC |
7 |
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A |
7 |
U S Global Investors Inc |
7 |
Icc Capital Management Inc/ |
7 |
Alydar Partners Llc |
7 |
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio |
7 |
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
7 |
Dfa Investment Trust Co - The Emerging Markets Series |
7 |
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
7 |
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional |
7 |
Financial Counselors Inc |
7 |
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund |
7 |
Weaver C. Barksdale & Associates, Inc. |
7 |
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
7 |
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF |
7 |
DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A |
7 |
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A |
7 |
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF |
7 |
Integrated Investment Consultants, LLC |
7 |
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
7 |
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class |
7 |
Ledyard National Bank |
7 |
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
7 |
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
7 |
Fort, L.p. |
7 |
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
7 |
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
7 |
Partnervest Advisory Services LLC |
7 |
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) |
7 |
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
7 |
Atlantic Investment Management Inc |
7 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
7 |
Argent Trust Co |
7 |
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
7 |
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A |
7 |
Avidian Wealth Solutions, LLC |
7 |
Tredje AP-fonden |
7 |
Pacific Ridge Capital Partners, LLC |
7 |
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF |
7 |
Ruggie Capital Group |
7 |
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
7 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
7 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
7 |
Lombard Odier Asset Management (Switzerland) SA |
7 |
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
7 |
Strategic Investment Management, Llc |
7 |
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
7 |
Bluefin Trading, LLC |
7 |
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund |
7 |
SA FUNDS INVESTMENT TRUST - SA International Value Fund |
7 |
Bruderman Asset Management, LLC |
7 |
Platinum Management (NY) LLC |
7 |
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
7 |
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
7 |
Copper Rock Capital Partners, LLC |
7 |
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
7 |
Pegasus Partners Ltd. |
7 |
Bluestein R H & Co |
7 |
Wunderlich Securities, Inc. |
7 |
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
7 |
Kernodle & Katon Asset Management Group, LLC |
7 |
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
7 |
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
7 |
ID Management A/S |
7 |
Kelly Financial Services LLC |
7 |
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 |
7 |
Allegis Investment Advisors, LLC |
7 |
Olstein Capital Management, L.P. |
7 |
AQGNX - AQR Funds - AQR Global Equity Fund Class N |
7 |
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
7 |
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
7 |
City Holding Co |
7 |
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF |
7 |
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF |
7 |
Adirondack Research & Management Inc. |
7 |
MDPIX - Profunds - Mid-cap Profund Investor Class |
7 |
MLPIX - Profunds - Mid-cap Value Profund Investor Class |
7 |
Omni Partners Llp |
7 |
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund |
7 |
UMPIX - Profunds - Ultramid-cap Profund Investor Class |
7 |
Integral Derivatives, LLC |
7 |
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF |
7 |
Dfa Investment Trust Co - The U.s. Large Cap Value Series |
7 |
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
7 |
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES |
7 |
Cantor Fitzgerald, L. P. |
7 |
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A |
7 |
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF |
7 |
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
7 |
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R |
7 |
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
7 |
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial |
7 |
City National Bank |
7 |
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
7 |
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A |
7 |
BerganKDV Wealth Management, LLC |
7 |
Oppenheimer Quest For Value Funds |
7 |
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares |
7 |
Caldwell Securities, Inc |
7 |
RiverPark Advisors, LLC |
7 |
Aurora Investment Counsel |
7 |
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
7 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
7 |
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I |
7 |
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I |
7 |
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
7 |
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
7 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
7 |
6 Meridian |
7 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
7 |
Providence Capital Advisors, LLC |
7 |
Anchor Capital Advisors Llc |
7 |
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
7 |
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
7 |
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
7 |
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
7 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I |
7 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
7 |
Trilogy Capital Inc. |
7 |
OTA Financial Group L.P. |
7 |
Brown, Lisle/cummings, Inc. |
7 |
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
7 |
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class |
7 |
FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
7 |
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
7 |
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
7 |
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
7 |
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I |
7 |
Quantum Capital Management |
7 |
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF |
7 |
Jb Capital Partners Lp |
7 |
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A |
7 |
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
7 |
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
7 |
Breton Hill Capital Ltd. |
7 |
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
7 |
Prentiss Smith & Co Inc |
7 |
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
7 |
VBCVX - VALIC Co I - Systematic Value Fund |
7 |
Flinton Capital Management LLC |
7 |
VCGAX - VALIC Co I - Growth & Income Fund |
7 |
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
7 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
7 |
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
7 |
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
7 |
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF |
7 |
Gen-Wealth Partners Inc |
7 |
Camelot Portfolios, LLC |
7 |
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
7 |
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N |
7 |
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
7 |
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class |
7 |
Quantessence Capital LLC |
7 |
GGBFX - GuideStone Funds - Global Bond Fund Investor |
7 |
Osborn Rohs Williams & Donohoe Ltd |
7 |
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio |
7 |
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
7 |
PGGM Investments |
7 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio |
7 |
BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares |
7 |
First Heartland Consultants, Inc. |
7 |
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A |
7 |
Capstone Series Fund Inc |
7 |
Fieldview Capital Management, LLC |
7 |
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF |
7 |
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
7 |
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
7 |
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
7 |
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF |
7 |
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
7 |
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF |
7 |
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
7 |
Spot Trading L.l.c. |
7 |
Phoenix Holdings Ltd. |
7 |
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV |
7 |
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
7 |
Northwest Investment Counselors, Llc |
7 |
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
7 |
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
7 |
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
7 |
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
7 |
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I |
7 |
Scout Investments, Inc. |
7 |
Lebenthal Holdings,LLC |
7 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C |
7 |
Edge Advisors, Llc |
7 |
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
7 |
Great Diamond Partners, LLC |
7 |
Regentatlantic Capital Llc |
7 |
Spdr S&p Midcap 400 Etf Trust |
7 |
Islay Capital Management, Llc |
7 |
Banque Transatlantique SA |
7 |
Pinz Capital Management, LP |
7 |
Freestone Grove Partners LP |
7 |
Unison Advisors LLC |
7 |
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
7 |
CCMG - EA Series Trust - CCM Global Equity ETF |
7 |
DC Investments Management, LLC |
7 |
SeaBridge Investment Advisors LLC |
7 |
Global Trust Asset Management, LLC |
7 |
Reliance Trust Co Of Delaware |
7 |
Sit Investment Associates Inc |
7 |
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
7 |
BI Asset Management Fondsmaeglerselskab A/S |
7 |
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
7 |
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
7 |
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
7 |
Atalaya Capital Management LP |
7 |
MFCPX - M FUND INC - M Capital Appreciation Fund |
7 |
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
7 |
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
7 |
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares |
7 |
Phocas Financial Corp. |
7 |
TDVFX - Investment Managers Series Trust - Towle Deep Value Fund |
7 |
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
7 |
Vertex One Asset Management Inc. |
7 |
MMSJX - Series Portfolios Trust - MProved Systematic Multi-Strategy Fund Investor Class |
7 |
Advanced Series Trust - Ast International Growth Portfolio |
7 |
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
7 |
HBK Sorce Advisory LLC |
7 |
Knightsbridge Asset Management, Llc |
7 |
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
7 |
Alphagen Securities Llc |
7 |
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
7 |
Calamos Wealth Management LLC |
7 |
EKAR - EXCHANGE TRADED CONCEPTS TRUST - Ideanomics NextGen Vehicles & Technology ETF |
7 |
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
7 |
Atlas Private Wealth Advisors |
7 |
Financial Enhancement Group LLC |
7 |
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
7 |
Robeco Schweiz AG |
7 |
Putnam High Income Securities Fund |
7 |
Perigon Wealth Management, LLC |
7 |
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K |
7 |
Hood River Capital Management LLC |
7 |
Founders Financial Alliance, LLC |
7 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y |
7 |
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio |
7 |
ICFAX - SCM Trust - ICON CONSUMER SELECT FUND Investor Class |
7 |
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
7 |
Accel Wealth Management |
7 |
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF |
7 |
Allianzgi Convertible & Income 2024 Target Term Fund |
7 |
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
7 |
NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
7 |
DCM Advisors, LLC |
7 |
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund |
7 |
Advisory Alpha, LLC |
7 |
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
7 |
Whitnell & Co. |
7 |
Bollard Group LLC |
7 |
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF |
7 |
NOMIX - Northern Funds - Northern Mid Cap Index Fund |
7 |
WMS Partners, LLC |
7 |
Charter Oak Capital Management, LLC |
7 |
Cartenna Capital, LP |
7 |
Tdam Usa Inc. |
7 |
Western Asset High Income Opportunity Fund Inc. |
7 |
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
7 |
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
7 |
Tradition Wealth Management, LLC |
7 |
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares |
7 |
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF |
7 |
B. Metzler seel. Sohn & Co. Holding AG |
7 |
Jnl Series Trust - Jnl/mellon International Index Fund (a) |
7 |
MOON - Direxion Shares ETF Trust - Direxion Moonshot Innovators ETF |
7 |
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
7 |
Todd Asset Management Llc |
7 |
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF |
7 |
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) |
7 |
MMCAP International Inc. SPC |
7 |
Philadelphia Trust Co |
7 |
Zions Bancorporation, National Association /ut/ |
7 |
Aberdeen Asset Management Plc/uk |
7 |
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
7 |
Lynwood Capital Management Inc. |
7 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
7 |
Century Capital Management, LLC |
7 |
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
7 |
CLNR - IndexIQ ETF Trust - IQ Cleaner Transport ETF |
7 |
Cupps Capital Management, LLC |
7 |
Williams Jones Wealth Management, LLC. |
7 |
Munder Series Trust |
7 |
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF |
7 |
Jump Trading, Llc |
7 |
GeoWealth Management, LLC |
7 |
III Capital Management |
7 |
Arden Trust Co |
7 |
Argent Capital Management Llc |
7 |
Retirement Planning Co of New England, Inc. |
7 |
Bremer Bank National Association |
7 |
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares |
7 |
Neumeier Poma Investment Counsel Llc |
7 |
B. Metzler seel. Sohn & Co. AG |
7 |
Skaana Management L.P. |
7 |
Wahed Invest LLC |
7 |
Omni Event Management Ltd |
7 |
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
7 |
Roubaix Capital, LLC |
7 |
Machina Capital S.a.s. |
7 |
Garrett Wealth Advisory Group, LLC |
7 |
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
7 |
Cohanzick Management, Llc |
7 |
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
7 |
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
7 |
Lake Point Wealth Management |
7 |
Claro Advisors LLC |
7 |
Wealthfront Advisers Llc |
7 |
Western Asset Global High Income Fund Inc. |
7 |
American Trust |
7 |
Strategic Blueprint, LLC |
7 |
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
7 |
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
7 |
Deerfield Management Company, L.p. (series C) |
7 |
Householder Group Estate & Retirement Specialist, LLC |
7 |
Hazlett, Burt & Watson, Inc. |
7 |
Beaird Harris Wealth Management, LLC |
7 |
Eaton Vance Floating-rate Income Plus Fund |
7 |
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
7 |
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
7 |
Rutabaga Capital Management Llc/ma |
7 |
Enlightenment Research, LLC |
7 |
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
7 |
Beacon Pointe Advisors, LLC |
7 |
XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A |
7 |
Armstrong Advisory Group, Inc |
7 |
Fiduciary Alliance LLC |
7 |
LGT Financial Advisors LLC |
7 |
Register Financial Advisors LLC |
7 |
Ariel Investments, Llc |
7 |
Pflug Koory, LLC |
7 |
Impala Asset Management LLC |
7 |
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
7 |
Unigestion Holding SA |
7 |
Angelo Gordon & Co., L.p. |
7 |
Park West Asset Management LLC |
7 |
HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
7 |
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
7 |
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
7 |
Cape Investment Advisory, Inc. |
7 |
Alpine Associates Management Inc. |
7 |
Rs Investment Trust |
7 |
Virtus Global Multi-sector Income Fund |
7 |
Valued Wealth Advisors LLC |
7 |
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
7 |
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
7 |
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I |
7 |
Capital Research Global Investors |
7 |
Castleview Partners, Llc |
7 |
Frazier Financial Advisors, LLC |
7 |
Factorial Partners, Llc |
7 |
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
7 |
Emerald Investment Partners, Llc |
7 |
Strategic Wealth Partners, Ltd. |
7 |
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
7 |
Western Asset Global Corporate Defined Opportunity Fund Inc. |
7 |
Western Asset High Income Fund Ii Inc. |
7 |
Special Opportunities Fund, Inc. |
7 |
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
7 |
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
7 |
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
7 |
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
7 |
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
7 |
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
7 |
Prime Capital Investment Advisors, LLC |
7 |
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
7 |
Shellback Capital, LP |
7 |
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C |
7 |
Croft-leominster Inc |
7 |
Profunds - Profund Vp Ultramid-cap |
7 |
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 |
7 |
Profunds - Profund Vp Mid-cap Value |
7 |
Mizuho Trust & Banking Co., Ltd. |
7 |
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
7 |
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF |
7 |
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
7 |
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
7 |
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares |
7 |
Renaissance Group Llc |
7 |
Clean Yield Group |
7 |
Mn Services Vermogensbeheer B.V. |
7 |
Kohlberg Kravis Roberts & Co. L.P. |
7 |
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
7 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional |
7 |
Fiduciary Management Associates Llc |
7 |
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
7 |
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 |
7 |
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
7 |
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 |
7 |
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF |
7 |
IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class |
7 |
Chicago Capital Management, LLC |
7 |
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
7 |
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A |
7 |
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
7 |
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
7 |
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A |
7 |
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C |
7 |
NSRIX - Northern Funds - Northern Global Sustainability Index Fund |
6 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
6 |
Copeland Capital Management, LLC |
6 |
Timpani Capital Management LLC |
6 |
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
6 |
Cannon Global Investment Management, LLC |
6 |
Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
6 |
NOBOX - Northern Funds - Northern Bond Index Fund |
6 |
Nuveen Floating Rate Income Fund |
6 |
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A |
6 |
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares |
6 |
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
6 |
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
6 |
Avondale Wealth Management |
6 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
6 |
Polymer Capital Management (US) LLC |
6 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
6 |
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
6 |
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF |
6 |
Affinity Investment Advisors, Llc |
6 |
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
6 |
TD Capital Management LLC |
6 |
Fernwood Investment Management, LLC |
6 |
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
6 |
Piper Sandler & Co. |
6 |
Evermay Wealth Management Llc |
6 |
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
6 |
Sanders Morris Harris Llc |
6 |
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
6 |
Gmt Capital Corp |
6 |
Putnam Investors Fund |
6 |
Kkr Income Opportunities Fund |
6 |
Radnor Capital Management, LLC |
6 |
Ares Dynamic Credit Allocation Fund, Inc. |
6 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
6 |
Kowal Investment Group, LLC |
6 |
Integrated Quantitative Investments LLC |
6 |
AMG National Trust Bank |
6 |
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI |
6 |
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund |
6 |
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A |
6 |
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class |
6 |
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class |
6 |
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I |
6 |
Mascoma Wealth Management LLC |
6 |
First Command Financial Services, Inc. |
6 |
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class |
6 |
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
6 |
First Command Bank |
6 |
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) |
6 |
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
6 |
SkyView Investment Advisors, LLC |
6 |
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A |
6 |
Mraz, Amerine & Associates, Inc. |
6 |
Wetherby Asset Management Inc |
6 |
Encompass Wealth Advisors, Llc |
6 |
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
6 |
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A |
6 |
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
6 |
Keane Capital Management Inc |
6 |
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF |
6 |
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) |
6 |
Hilltop Holdings Inc. |
6 |
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
6 |
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) |
6 |
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
6 |
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. |
6 |
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
6 |
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
6 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
6 |
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
6 |
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
6 |
NewEdge Wealth, LLC |
6 |
TradeLink Global Equity LLC |
6 |
Samlyn Capital, Llc |
6 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
6 |
WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class |
6 |
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
6 |
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
6 |
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares |
6 |
Nfj Investment Group, Llc |
6 |
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
6 |
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
6 |
GGIIX - GuideStone Funds - Global Impact Fund Investor |
6 |
Grandeur Peak Global Advisors, LLC |
6 |
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
6 |
Legg Mason Asset Management (Japan) Co., Ltd. |
6 |
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
6 |
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A |
6 |
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) |
6 |
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa |
6 |
Channing Capital Management, LLC |
6 |
Insight Capital Research & Management Inc |
6 |
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
6 |
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
6 |
Kb Financial Partners, Llc |
6 |
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF |
6 |
Twin Capital Management Inc |
6 |
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
6 |
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
6 |
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
6 |
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II |
6 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
6 |
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF |
6 |
Abich Financial Wealth Management LLC |
6 |
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF |
6 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
6 |
CI Global Investments Inc. |
6 |
VVMCX - VALIC Co I - Mid Cap Value Fund |
6 |
Kellner Capital, LLC |
6 |
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
6 |
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
6 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
6 |
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
6 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
6 |
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF |
6 |
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
6 |
Hawk Ridge Capital Management Lp |
6 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 |
6 |
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 |
6 |
JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF |
6 |
SevenBridge Financial Group, LLC |
6 |
Diamond Hill Capital Management Inc |
6 |
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N |
6 |
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund |
6 |
MML Series Investment Fund II - MML Equity Fund Initial Class |
6 |
Apex Capital Management |
6 |
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares |
6 |
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
6 |
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
6 |
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A |
6 |
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
6 |
JNL SERIES TRUST - JNL International Index Fund (I) |
6 |
Cion Ares Diversified Credit Fund |
6 |
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
6 |
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I |
6 |
Shamrock Asset Management LLC |
6 |
Condor Capital Management |
6 |
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
6 |
Rpo Llc |
6 |
SPC - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Pre-Merger SPAC ETF |
6 |
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
6 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
6 |
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF |
6 |
Isthmus Partners, Llc |
6 |
Alaska Permanent Fund Corp |
6 |
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
6 |
First Midwest Bank Trust Division |
6 |
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A |
6 |
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A |
6 |
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A |
6 |
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
6 |
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
6 |
Amica Pension Fund Board Of Trustees |
6 |
DFIV - Dimensional ETF Trust - Dimensional International Value ETF |
6 |
SummitTX Capital, L.P. |
6 |
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A |
6 |
Verity Asset Management, Inc. |
6 |
Silver Rock Financial LP |
6 |
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
6 |
Aviance Capital Management, Llc |
6 |
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
6 |
Centerpoint Advisors, LLC |
6 |
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
6 |
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
6 |
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund |
6 |
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
6 |
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
6 |
River Road Asset Management, LLC |
6 |
Oak Thistle LLC |
6 |
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
6 |
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class |
6 |
Cumberland Partners Ltd |
6 |
Taylor Hoffman Wealth Management |
6 |
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares |
6 |
Snow Capital Management Lp |
6 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
6 |
Congress Wealth Management LLC / DE / |
6 |
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional |
6 |
SLIM - Janus Detroit Street Trust - The Obesity ETF |
6 |
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class |
6 |
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares |
6 |
Newland Capital Management, Llc |
6 |
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
6 |
Matrix Trust Co |
6 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A |
6 |
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I |
6 |
Weaver Consulting Group |
6 |
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
6 |
Shinko Asset Management Co., Ltd. |
6 |
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF |
6 |
Winch Advisory Services, LLC |
6 |
Vestmark Advisory Solutions, Inc. |
6 |
Northern Oak Wealth Management Inc |
6 |
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
6 |
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
6 |
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class |
6 |
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund |
6 |
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
6 |
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
6 |
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
6 |
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% |
6 |
Canandaigua National Bank & Trust Co |
6 |
Covalent Partners LLC |
6 |
Confluence Wealth Services, Inc. |
6 |
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
6 |
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF |
6 |
Joseph P. Lucia & Associates, LLC |
6 |
Lynx Investment Advisory |
6 |
Waddell & Reed Advisors Funds |
6 |
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
6 |
Otter Creek Advisors, LLC |
6 |
Sona Asset Management (us) Llc |
6 |
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P |
6 |
Krs Capital Management, Llc |
6 |
Operose Advisors LLC |
6 |
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
6 |
Delphia (USA) Inc. |
6 |
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF |
6 |
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF |
6 |
Gdl Fund |
6 |
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P |
6 |
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class |
6 |
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
6 |
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
6 |
Forum Financial Management, LP |
6 |
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
6 |
Barnett & Company, Inc. |
6 |
Schonfeld Group Holdings LLC |
6 |
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund |
6 |
Congress Asset Management Co /ma |
6 |
Game Creek Capital, LP |
6 |
Highline Wealth Partners Llc |
6 |
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
6 |
Princeton Global Asset Management LLC |
6 |
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
6 |
Peapack Gladstone Financial Corp |
6 |
Granahan Investment Management Inc/ma |
6 |
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
6 |
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
6 |
Advance Capital I Inc |
6 |
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
6 |
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
6 |
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
6 |
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
6 |
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
6 |
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
6 |
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
6 |
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund |
6 |
Values First Advisors, Inc. |
6 |
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A |
6 |
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
6 |
Strategic Global Advisors, LLC |
6 |
Highlander Capital Management, LLC |
6 |
Victory Institutional Funds |
6 |
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
6 |
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A |
6 |
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
6 |
Wealthspire Advisors, LLC |
6 |
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
6 |
Daiwa SB Investments Ltd. |
6 |
Meteora Capital, LLC |
6 |
Chilton Capital Management Llc |
6 |
Adams Diversified Equity Fund, Inc. |
6 |
New England Research & Management, Inc. |
6 |
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
6 |
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B |
6 |
Elliott Management Corporation |
6 |
Trustmark National Bank Trust Department |
6 |
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
6 |
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
6 |
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
6 |
National Pension Service |
6 |
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
6 |
Global Wealth Management Investment Advisory, Inc. |
6 |
RWC Asset Management LLP |
6 |
Engine Capital Management, LP |
6 |
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A |
6 |
JS Capital Management LLC |
6 |
Planning Capital Management Corp |
6 |
R Squared Ltd |
6 |
Ossiam |
6 |
Virtus Investment Advisers, Inc. |
6 |
Financial Network Wealth Advisors LLC |
6 |
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A |
6 |
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
6 |
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
6 |
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
6 |
Baader Bank INC |
6 |
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A |
6 |
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
6 |
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
6 |
Ada Investment Management, LP |
6 |
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
6 |
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
6 |
Semmax Financial Advisors Inc. |
6 |
Hall Laurie J Trustee |
6 |
Point72 Italy, S.r.l. |
6 |
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
6 |
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
6 |
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A |
6 |
Albion Financial Group /ut |
6 |
Kassirer Asset Management Corp |
6 |
Folger Hill Asset Management LP |
6 |
Basswood Capital Management, L.l.c. |
6 |
IWB - iSHARES TRUST - iShares Russell 1000 ETF |
6 |
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
6 |
Amica Mutual Insurance Co |
6 |
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
6 |
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A |
6 |
Redwood Capital Management, Llc |
6 |
Baillie Gifford & Co |
6 |
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV |
6 |
Dividend & Income Fund |
6 |
Infini Capital Management Ltd |
6 |
Sessa Capital IM, L.P. |
6 |
Costello Asset Management, INC |
6 |
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
6 |
Foxby Corp. |
6 |
Signition Lp |
6 |
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF |
6 |
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class |
6 |
CSat Investment Advisory, L.P. |
6 |
Coe Capital Management, LLC |
6 |
Boston Private Bank & Trust Co |
6 |
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
6 |
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
6 |
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
6 |
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
6 |
Hoxton Financial, Inc. |
6 |
Schechter Investment Advisors, LLC |
6 |
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
6 |
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
6 |
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
6 |
Lombard Odier Asset Management (Europe) Ltd |
6 |
GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
6 |
Wilen Investment Management Corp. |
6 |
Graves-Light Private Wealth Management, Inc. |
6 |
EVAV - Direxion Shares ETF Trust - Direxion Daily Electric and Autonomous Vehicles Bull 2X Shares |
6 |
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
6 |
Nachman Norwood & Parrott, Inc |
6 |
Logan Capital Management Inc |
6 |
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
6 |
RFP Financial Group LLC |
6 |
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class |
6 |
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF |
6 |
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class |
6 |
Resources Management Corp /ct/ /adv |
6 |
Vectors Research Management, LLC |
6 |
Reynders McVeigh Capital Management, LLC |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
6 |
Hatteras Funds, LLC |
6 |
Redwood Wealth Management Group, LLC |
6 |
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
6 |
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
6 |
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
6 |
Polaris Wealth Advisory Group, LLC |
6 |
ICVT - iSHARES TRUST - iShares Convertible Bond ETF |
6 |
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A |
6 |
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
6 |
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
6 |
Foster & Motley Inc |
6 |
Gargoyle Investment Advisor L.L.C. |
6 |
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
6 |
Thornburg Investment Management Inc |
6 |
Worldquant Millennium Advisors Llc |
6 |
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
6 |
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
6 |
MPS Loria Financial Planners, LLC |
6 |
Sii Investments Inc/wi |
6 |
AMF Pensionsforsakring AB |
6 |
Kemnay Advisory Services Inc. |
6 |
Zazove Associates Llc |
6 |
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
6 |
Pillar Pacific Capital Management Llc |
6 |
Verdence Capital Advisors LLC |
6 |
Equitable Trust Co |
6 |
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
6 |
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares |
6 |
Atticus Wealth Management, Llc |
6 |
KAMES CAPITAL plc |
6 |
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
6 |
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF |
6 |
Hilltop National Bank |
6 |
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 |
6 |
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund |
6 |
Rowland Carmichael Advisors Inc /adv |
6 |
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 |
6 |
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio |
6 |
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class |
6 |
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
6 |
KCS Wealth Advisory |
6 |
Lloyd Advisory Services, LLC. |
6 |
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF |
6 |
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
6 |
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
6 |
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A |
6 |
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF |
6 |
Americana Partners, LLC |
6 |
Ovata Capital Management Ltd |
6 |
Family Firm, Inc. |
6 |
STXV - EA Series Trust - Strive 1000 Value ETF |
6 |
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio |
6 |
Colonial Trust Advisors |
6 |
Cm Wealth Advisors Llc |
6 |
IFG Advisory, LLC |
6 |
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
6 |
Columbia Wanger Asset Management Llc |
6 |
Price Wealth Management, Inc. |
6 |
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio |
6 |
Ballast Advisors Llc |
6 |
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
6 |
Bfsg, Llc |
6 |
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
6 |
Deseret Mutual Benefit Administrators |
6 |
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund |
6 |
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF |
6 |
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
6 |
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
6 |
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
6 |
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
6 |
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
6 |
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
6 |
Independence Bank of Kentucky |
6 |
Total Clarity Wealth Management, Inc. |
6 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
6 |
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF |
6 |
Swedbank AB |
6 |
Mpwm Advisory Solutions, Llc |
6 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
6 |
New Jersey Better Educational Savings Trust |
6 |
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
6 |
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I |
6 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
6 |
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF |
6 |
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF |
6 |
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A |
6 |
Global Financial Private Capital, LLC |
6 |
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I |
6 |
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
6 |
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
6 |
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A |
6 |
Symphony Financial, Ltd. Co. |
6 |
Bank Julius Baer & Co. Ltd, Zurich |
6 |
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF |
6 |
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
6 |
OHIO NATIONAL FUND INC - ON International Equity Portfolio |
6 |
Minichmacgregor Wealth Management, Llc |
6 |
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund |
6 |
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A |
6 |
Kelly Lawrence W & Associates Inc/ca |
6 |
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class |
6 |
Hl Financial Services Llc |
6 |
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF |
6 |
AIEQ - ETF Managers Trust - AI Powered Equity ETF |
6 |
Arcadia Investment Management Corp/mi |
6 |
Willingdon Wealth Management |
6 |
180 Wealth Advisors, Llc |
6 |
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A |
6 |
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
6 |
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
6 |
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
6 |
Cove Street Capital, LLC |
6 |
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
6 |
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A |
6 |
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
6 |
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF |
6 |
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF |
6 |
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
6 |
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF |
6 |
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A |
6 |
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
6 |
Silver Point Capital L.P. |
6 |
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund |
6 |
Fortis Advisors, LLC |
6 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
6 |
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
6 |
Advisors Capital Management, LLC |
6 |
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S |
6 |
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
6 |
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF |
6 |
Brant Point Investment Management Llc |
6 |
Pioneer High Income Trust |
6 |
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
6 |
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
6 |
Americafirst Capital Management, Llc |
6 |
Tiedemann Advisors, Llc |
6 |
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III |
6 |
MU Investments Co., Ltd. |
6 |
Meiji Yasuda Life Insurance Co |
6 |
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
6 |
Endurance Wealth Management, Inc. |
6 |
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF |
6 |
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
6 |
Axiom International Investors Llc /de |
6 |
Nikko Asset Management Americas, Inc. |
6 |
SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
6 |
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
6 |
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
6 |
JIHDX - John Hancock Funds II - High Yield Fund Class 1 |
6 |
American Capital Advisory, LLC |
6 |
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
6 |
BancorpSouth Bank |
6 |
VCSBX - VALIC Co II - Strategic Bond Fund |
6 |
VCCBX - VALIC Co II - Core Bond Fund |
6 |
Dai-Ichi Life Insurance Company, Ltd |
6 |
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I |
6 |
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
6 |
Carillon Tower Advisers, Inc. |
6 |
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
6 |
AT Bancorp |
6 |
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. |
6 |
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 |
6 |
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
6 |
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
6 |
Voya Global Advantage & Premium Opportunity Fund |
6 |
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
6 |
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
6 |
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
6 |
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
6 |
Vollero Beach Capital Partners LLC |
6 |
St Germain D J Co Inc |
6 |
Westwood Management Corp /il/ |
6 |
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
6 |
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class |
6 |
Us Financial Advisors, Llc |
6 |
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
6 |
Raab & Moskowitz Asset Management LLC |
6 |
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio |
6 |
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
6 |
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A |
6 |
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
6 |
Moody Lynn & Lieberson, Llc |
6 |
Haber Trilix Advisors, Lp |
6 |
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
6 |
Guggenheim Strategic Opportunities Fund |
6 |
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
6 |
APBAX - Cavanal Hill Funds - Active Core Fund Investor |
6 |
Tide Point Capital Management, Lp |
6 |
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
6 |
Chase Investment Counsel Corp |
6 |
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
6 |
VGLSX - VALIC Co I - Global Strategy Fund |
6 |
Tennessee Valley Asset Management Partners |
6 |
Community Bank, N.A. |
6 |
LBA Wealth Management, LLC |
6 |
Glenhill Advisors Llc |
6 |
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares |
6 |
Lecap Asset Management Ltd |
6 |
Wetzel Investment Advisors, Inc. |
6 |
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
6 |
DLD Asset Management, LP |
6 |
Naples Money Management LLC |
6 |
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
6 |
Arena Capital Advisors, LLC- CA |
6 |
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
6 |
Delta Lloyd Nv |
6 |
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. |
6 |
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
6 |
VMIDX - VALIC Co I - Mid Cap Index Fund |
6 |
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
6 |
Proffitt & Goodson Inc |
6 |
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
6 |
Cohen & Steers, Inc. |
6 |
Symmetry Partners, LLC |
6 |
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
6 |
E. Ohman J:or Asset Management AB |
6 |
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
6 |
G2 Investment Partners Management LLC |
6 |
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class |
6 |
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A |
6 |
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
6 |
Roble, Belko & Company, Inc |
6 |
Capital Investment Advisory Services, LLC |
6 |
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
6 |
Us Global Investors Funds |
6 |
WMBLX - WESMARK FUNDS - WesMark Balanced Fund |
6 |
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
6 |
Highland Capital Management Lp |
6 |
ClearAlpha Technologies LP |
6 |
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class |
6 |
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
6 |
Mount Lucas Management LP |
5 |
Luxor Capital Group, LP |
5 |
Anchorage Capital Group, L.L.C. |
5 |
Cyrus Capital Partners, L.p. |
5 |
Osterweis Capital Management Inc |
5 |
Harvey Partners, LLC |
5 |
Smallcap World Fund Inc |
5 |
MSD Partners, L.P. |
5 |
EdgePoint Investment Group Inc. |
5 |
Brigade Capital Management, Lp |
5 |
Teachers Insurance & Annuity Association Of America |
5 |
Schneider Capital Management Corp |
5 |
Gilder Gagnon Howe & Co Llc |
5 |
Next Century Growth Investors Llc |
5 |
Masters Capital Management Llc |
5 |
Hellman Jordan Management Co Inc /ma/ |
5 |
Meyer Handelman Co |
5 |
AGF Investments America Inc. |
5 |
Bennett Lawrence Management L L C/ny |
5 |
Atlanta Capital Management Co L L C |
5 |
Miles Capital, Inc. |
5 |
Pinnacle Holdings, LLC |
5 |
Ruffer LLP |
5 |
Amerivest Investment Management LLC |
5 |
Girard Partners Ltd. |
5 |
Brandes Investment Partners, Lp |
5 |
Wilmington Trust Co |
5 |
Fairpointe Capital LLC |
5 |
Buckhead Capital Management Llc |
5 |
Shenkman Capital Management Inc |
5 |
Brave Asset Management Inc |
5 |
Ingalls & Snyder Llc |
5 |
Lloyds Banking Group plc |
5 |
Pembroke Management, LTD |
5 |
Estabrook Capital Management |
5 |
Tealwood Asset Management Inc |
5 |
Bourgeon Capital Management Llc |
5 |
First National Trust Co |
5 |
British Airways Pensions Investment Management Ltd |
5 |
Pinnacle Financial Partners Inc |
5 |
Beacon Capital Management, Inc. |
5 |
Perkins Investment Management, LLC |
5 |
Azimuth Capital Management LLC |
5 |
Cullen Capital Management, LLC |
5 |
Taconic Capital Advisors LP |
5 |
Woodmont Investment Counsel Llc |
5 |
Cypress Capital Management Llc |
5 |
Pier Capital, LLC |
5 |
Shaker Investments Llc/oh |
5 |
Headinvest, Llc |
5 |
Mizuho Asset Management Co.,Ltd. |
5 |
ARGA Investment Management, LP |
5 |
Napier Park Global Capital (US) LP |
5 |
Havens Advisors Llc |
5 |
Ifrah Financial Services, Inc. |
5 |
NJ State Employees Deferred Compensation Plan |
5 |
Barrett Asset Management, LLC |
5 |
Investment Counselors Of Maryland Llc |
5 |
Hgk Asset Management Inc |
5 |
Qci Asset Management Inc/ny |
5 |
Perpetual Ltd |
5 |
Emerald Mutual Fund Advisers Trust |
5 |
Kempen Capital Management N.v. |
5 |
Palladium Partners Llc |
5 |
High Pointe Capital Management Llc |
5 |
Murphy Capital Management Inc |
5 |
Ikos Cif Ltd |
5 |
Marquette Asset Management, LLC |
5 |
Wellington Shields Capital Management, LLC |
5 |
Putnam Fl Investment Management Co |
5 |
Magee Thomson Investment Partners Llc |
5 |
Marietta Investment Partners Llc |
5 |
BancorpSouth Inc |
5 |
Lonestar Capital Management LLC |
5 |
Myriad Asset Management Ltd. |
5 |
Buckingham Strategic Wealth, Llc |
5 |
Midas Management Corp |
5 |
Becker Capital Management Inc |
5 |
Bray Capital Advisors |
5 |
Mitsubishi UFJ Securities Holdings Co., Ltd. |
5 |
WealthTrust Fairport, LLC |
5 |
Paragon Capital Management Ltd |
5 |
FormulaFolio Investments, LLC |
5 |
Old Point Trust & Financial Services N A |
5 |
American National Bank |
5 |
IMS Capital Management |
5 |
Dalton Greiner Hartman Maher & Co |
5 |
Telemus Capital, Llc |
5 |
CHICAGO TRUST Co NA |
5 |
Livingston Group Asset Management CO (operating as Southport Capital Management) |
5 |
Fulton Bank, N.a. |
5 |
Tobam |
5 |
Voya Financial Advisors, Inc. |
5 |
Df Dent & Co Inc |
5 |
Third Avenue Management Llc |
5 |
Adirondack Funds |
5 |
ARGI Investment Services, LLC |
5 |
Oarsman Capital, Inc. |
5 |
Boussard & Gavaudan Investment Management LLP |
5 |
Motley Fool Asset Management LLC |
5 |
Gratus Capital LLC |
5 |
Horan Capital Advisors, LLC. |
5 |
Ninety One North America, Inc. |
5 |
Amica Retiree Medical Trust |
5 |
Cambiar Investors Llc |
5 |
Smith, Moore & Co. |
5 |
Anderson Hoagland & Co |
5 |
Piershale Financial Group, Inc. |
5 |
Sentinel Asset Management, Inc. |
5 |
Saiers Capital, LLC |
5 |
Westover Capital Advisors, LLC |
5 |
Sterne Agee Group, Inc. |
5 |
Apriem Advisors |
5 |
HWG Holdings LP |
5 |
USS Investment Management Ltd |
5 |
Aristotle Capital Management, LLC |
5 |
Meitav Dash Investments Ltd |
5 |
Virginia Retirement System |
5 |
V Wealth Advisors LLC |
5 |
Oliver Luxxe Assets LLC |
5 |
Horan Securities, Inc. |
5 |
Old Second National Bank Of Aurora |
5 |
Gerber Kawasaki Wealth & Investment Management |
5 |
Overland Advisors, LLC |
5 |
Shapiro Robert N |
5 |
Valinor Management, Llc |
5 |
Warberg Asset Management LLC |
5 |
Arete Wealth Advisors, LLC |
5 |
Cavalier Investments, LLC |
5 |
Millrace Asset Group, Inc. |
5 |
Granite Point Capital Management, L.P. |
5 |
First Allied Advisory Services, Inc. |
5 |
Wellesley Asset Management |
5 |
Motley Fool Wealth Management, LLC |
5 |
Camden Asset Management L P /ca |
5 |
Dynamic Capital Management Ltd |
5 |
Arosa Capital Management LP |
5 |
TCTC Holdings, LLC |
5 |
Quinn Opportunity Partners LLC |
5 |
Kovitz Investment Group Partners, LLC |
5 |
13D Management LLC |
5 |
Stifel Nicolaus & Co Inc \mo\ |
5 |
Kestrel Investment Management Corp |
5 |
Dai-ichi Life Holdings, Inc. |
5 |
NatWest Group plc |
5 |
Spears Abacus Advisors LLC |
5 |
CWA Asset Management Group, LLC |
5 |
Capital Growth Management Lp |
5 |
Perimeter Capital Partners, LLC |
5 |
Cai Capital Management, Inc. |
5 |
Wilmington Funds Management Corp |
5 |
Corient Capital Partners, LLC |
5 |
AustralianSuper Pty Ltd |
5 |
Bnp Paribas |
5 |
Kettle Hill Capital Management, Llc |
5 |
Polianta Ltd |
5 |
Financial Advisors Network, Inc. |
5 |
ARK Investment Management LLC |
5 |
Adviser Investments LLC |
5 |
Banco Santander, S.A. |
5 |
PenderFund Capital Management Ltd. |
5 |
Vivaldi Capital Management, LLC |
5 |
Clear Perspective Advisors, LLC |
5 |
Banco Bilbao Vizcaya Argentaria, S.a. |
5 |
Athos Capital Ltd |
5 |
Intercontinental Wealth Advisors, LLC |
5 |
Regal Wealth Group, Inc. |
5 |
Summit X, LLC |
5 |
Ferris Capital, Llc |
5 |
Arlington Partners LLC |
5 |
Rainier Investment Management Mutual Funds |
5 |
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares |
5 |
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
5 |
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A |
5 |
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF |
5 |
Nuveen Senior Income Fund |
5 |
Nuveen Floating Rate Income Opportunity Fund |
5 |
Palmer Square Opportunistic Income Fund |
5 |
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
5 |
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 |
5 |
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
5 |
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
5 |
Allianzgi Equity & Convertible Income Fund |
5 |
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
5 |
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
5 |
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund |
5 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 |
5 |
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
5 |
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class |
5 |
Nuveen S&p 500 Dynamic Overwrite Fund |
5 |
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund |
5 |
Morgan Stanley India Investment Fund, Inc. |
5 |
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
5 |
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I |
5 |
Olstein Funds |
5 |
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund |
5 |
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
5 |
Scout Funds |
5 |
WUSAX - WANGER ADVISORS TRUST - Wanger USA |
5 |
Cohen & Steers Global Income Builder, Inc |
5 |
ADJEX - AZZAD FUNDS - Azzad Ethical Fund |
5 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
5 |
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
5 |
Western Asset Premier Bond Fund |
5 |
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
5 |
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares |
5 |
Royce Global Value Trust, Inc. |
5 |
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class |
5 |
MIDSX - Midas Series Trust - Midas Fund |
5 |
Credit Suisse Asset Management Income Fund Inc |
5 |
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
5 |
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
5 |
Western Asset High Yield Defined Opportunity Fund Inc. |
5 |
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
5 |
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
5 |
John Hancock Income Securities Trust |
5 |
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
5 |
Franklin Templeton International Trust |
5 |
Pioneer Diversified High Income Trust |
5 |
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF |
5 |
Alpine Series Trust |
5 |
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
5 |
Credit Suisse High Yield Bond Fund |
5 |
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
5 |
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A |
5 |
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I |
5 |
Vanguard Morgan Growth Fund |
5 |
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
5 |
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares |
5 |
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class |
5 |
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class |
5 |
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional |
5 |
Claraphi Advisory Network, LLC |
5 |
Clarus Wealth Advisors |
5 |
PrairieView Partners, LLC |
5 |
Carmichael Hill & Associates, Inc. |
5 |
Brightline Capital Management, Llc |
5 |
MYDA Advisors LLC |
5 |
Nissay Asset Management Corp /japan/ /adv |
5 |
SWS Partners |
5 |
McMahon Financial Advisors, LLC |
5 |
Acorn Wealth Advisors, LLC |
5 |
CNB Bank |
5 |
Sturgeon Ventures LLP |
5 |
Xai Octagon Floating Rate & Alternative Income Term Trust |
5 |
Marino, Stram & Associates Llc |
5 |
CLARET ASSET MANAGEMENT Corp |
5 |
Arnhold LLC |
5 |
Change Path, LLC |
5 |
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
5 |
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
5 |
Redpoint Investment Management Pty Ltd |
5 |
Avitas Wealth Management LLC |
5 |
Wakefield Asset Management LLLP |
5 |
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
5 |
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
5 |
Cordatus Wealth Management LLC |
5 |
Syquant Capital Sas |
5 |
Old North State Trust, LLC |
5 |
Coastal Capital Group, Inc. |
5 |
Townsquare Capital Llc |
5 |
Asahi Life Asset Management Co., Ltd. |
5 |
Ostrum Asset Management |
5 |
Salomon & Ludwin, LLC |
5 |
Qtron Investments LLC |
5 |
Western Wealth Management, LLC |
5 |
Voleon Capital Management Lp |
5 |
Aequim Alternative Investments LP |
5 |
OneAscent Financial Services LLC |
5 |
Bpv Family Of Funds |
5 |
Stonehage Fleming (uk) Ltd |
5 |
Winmill & Co. Inc |
5 |
Gunderson Capital Management Inc. |
5 |
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
5 |
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
5 |
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E |
5 |
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
5 |
BRSGX - BRIDGEWAY FUNDS INC - Small-Cap Growth Fund Class N |
5 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
5 |
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 |
5 |
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
5 |
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A |
5 |
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF |
5 |
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
5 |
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) |
5 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I |
5 |
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
5 |
NOLVX - Northern Funds - Northern Large Cap Value Fund |
5 |
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H |
5 |
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A |
5 |
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional |
5 |
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class |
5 |
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares |
5 |
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
5 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A |
5 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
5 |
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
5 |
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio |
5 |
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
5 |
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I |
5 |
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I |
5 |
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P |
5 |
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F |
5 |
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV |
5 |
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A |
5 |
WTLTX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Quality High Yield Fund -Retail Class |
5 |
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund |
5 |
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A |
5 |
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
5 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
5 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
5 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
5 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
5 |
KARS - Krane Shares Trust - KraneShares Electric Vehicles and Future Mobility Index ETF |
5 |
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares |
5 |
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A |
5 |
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N |
5 |
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P |
5 |
PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I |
5 |
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
5 |
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional |
5 |
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K |
5 |
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
5 |
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity |
5 |
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA |
5 |
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
5 |
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB |
5 |
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
5 |
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class |
5 |
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class |
5 |
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A |
5 |
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
5 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 |
5 |
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class |
5 |
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class |
5 |
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class |
5 |
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class |
5 |
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class |
5 |
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I |
5 |
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
5 |
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
5 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
5 |
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A |
5 |
BRACX - Blackrock Allocation Target Shares - Bats Series C |
5 |
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
5 |
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
5 |
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
5 |
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares |
5 |
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
5 |
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A |
5 |
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A |
5 |
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A |
5 |
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N |
5 |
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N |
5 |
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A |
5 |
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class |
5 |
PENN SERIES FUNDS INC - Smid Cap Value Fund |
5 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
5 |
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
5 |
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF |
5 |
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
5 |
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
5 |
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
5 |
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF |
5 |
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF |
5 |
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
5 |
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
5 |
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A |
5 |
JXGAX - JPMorgan Trust I - JPMorgan Access Growth Fund Class A |
5 |
JXBAX - JPMorgan Trust I - JPMorgan Access Balanced Fund Class A |
5 |
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A |
5 |
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF |
5 |
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF |
5 |
SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
5 |
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV |
5 |
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I |
5 |
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class |
5 |
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
5 |
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class |
5 |
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
5 |
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A |
5 |
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class |
5 |
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
5 |
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund |
5 |
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF |
5 |
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF |
5 |
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
5 |
FEMS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets Small Cap AlphaDEX Fund |
5 |
IXSE - WisdomTree Trust - WisdomTree India ex-State-Owned Enterprises Fund N/A |
5 |
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A |
5 |
DEM - WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund N/A |
5 |
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A |
5 |
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
5 |
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
5 |
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class |
5 |
WHIAX - IVY FUNDS - Ivy High Income Fund Class A |
5 |
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
5 |
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
5 |
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II |
5 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
5 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
5 |
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares |
5 |
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio |
5 |
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
5 |
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio |
5 |
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class |
5 |
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
5 |
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A |
5 |
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A |
5 |
FPXE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust IPOX Europe Equity Opportunities ETF |
5 |
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
5 |
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A |
5 |
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
5 |
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class |
5 |
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R |
5 |
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF |
5 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
5 |
OHIO NATIONAL FUND INC - ON Bond Portfolio |
5 |
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares |
5 |
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I |
5 |
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A |
5 |
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I |
5 |
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A |
5 |
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I |
5 |
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I |
5 |
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A |
5 |
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A |
5 |
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
5 |
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class |
5 |
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
5 |
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class |
5 |
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
5 |
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
5 |
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A |
5 |
TOPHX - TOCQUEVILLE TRUST - The Tocqueville Phoenix Fund |
5 |
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class |
5 |
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
5 |
Dfa Investment Trust Co - The Continental Small Company Series |
5 |
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
5 |
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
5 |
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund |
5 |
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund |
5 |
FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund |
5 |
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund |
5 |
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund |
5 |
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
5 |
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
5 |
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I |
5 |
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N |
5 |
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund |
5 |
ASCTX - AMG Funds IV - AMG Managers Silvercrest Small Cap Fund CLASS N SHARES |
5 |
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
5 |
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund |
5 |
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
5 |
HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF |
5 |
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
5 |
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
5 |
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
5 |
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
5 |
Thrivent Core Funds - Thrivent Core International Equity Fund |
5 |
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
5 |
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
5 |
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
5 |
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF |
5 |
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF |
5 |
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
5 |
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A |
5 |
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A |
5 |
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
5 |
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A |
5 |
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A |
5 |
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
5 |
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF |
5 |
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF |
5 |
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
5 |
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF |
5 |
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
5 |
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
5 |
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
5 |
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF |
5 |
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF |
5 |
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares |
5 |
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
5 |
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
5 |
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
5 |
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class |
5 |
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
5 |
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A |
5 |
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
5 |
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A |
5 |
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 |
5 |
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 |
5 |
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 |
5 |
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 |
5 |
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares |
5 |
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y |
5 |
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P |
5 |
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF |
5 |
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF |
5 |
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF |
5 |
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF |
5 |
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares |
5 |
CSD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P Spin-Off ETF |
5 |
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF |
5 |
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R |
5 |
Hoey Investments, Inc |
5 |
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
5 |
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
5 |
AdvisorShares Investments LLC |
5 |
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class |
5 |
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A |
5 |
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
5 |
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
5 |
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A |
5 |
J.w. Cole Advisors, Inc. |
5 |
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
5 |
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
5 |
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF |
5 |
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
5 |
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A |
5 |
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A |
5 |
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF |
5 |
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares |
5 |
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
5 |
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
5 |
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund |
5 |
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N |
5 |
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N |
5 |
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A |
5 |
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A |
5 |
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A |
5 |
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A |
5 |
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF |
5 |
JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF |
5 |
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I |
5 |
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
5 |
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class |
5 |
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL |
5 |
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
5 |
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF |
5 |
GMAN - Goldman Sachs ETF Trust - Goldman Sachs Motif Manufacturing Revolution ETF |
5 |
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV |
5 |
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
5 |
SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF |
5 |
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
5 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio |
5 |
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio |
5 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
5 |
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
5 |
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF |
5 |
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
5 |
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
5 |
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF |
5 |
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class |
5 |
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
5 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
5 |
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
5 |
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares |
5 |
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares |
5 |
Cfm Wealth Partners Llc |
5 |
Quaker Wealth Management, LLC |
5 |
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares |
5 |
Pacific Capital Wealth Advisors, Inc |
5 |
Regent Peak Wealth Advisors LLC |
5 |
Haafor (Singapore) Pte. Ltd. |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y |
5 |
Stephenson National Bank & Trust |
5 |
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class |
5 |
RMR Wealth Builders |
5 |
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares |
5 |
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF |
5 |
tru Independence LLC |
5 |
MOTO - GUINNESS ATKINSON FUNDS - SmartETFs Smart Transportation & Technology ETF |
5 |
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares |
5 |
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF |
5 |
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class |
5 |
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares |
5 |
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF |
5 |
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF |
5 |
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF |
5 |
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF |
5 |
AUERX - Unified Series Trust - Auer Growth Fund |
5 |
RBB FUND, INC. - Aquarius International Fund |
5 |
Rockbridge Investment Management, LCC |
5 |
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund |
5 |
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF |
5 |
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
5 |
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
5 |
Quantedge Capital Pte Ltd |
5 |
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF |
5 |
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
5 |
Innovator ETFs Trust - Innovator Loup Frontier Tech ETF |
5 |
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class |
5 |
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
5 |
KKR Credit Opportunities Portfolio |
5 |
Agf Management Ltd |
5 |
Axiom Investment Management LLC |
5 |
First Pacific Financial |
5 |
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 |
5 |
Clearview Wealth Advisors LLC |
5 |
GoalVest Advisory LLC |
5 |
Ellsworth Advisors, LLC |
5 |
Aaron Wealth Advisors LLC |
5 |
Golden State Equity Partners |
5 |
Allegheny Financial Group LTD |
5 |
Berry Street Capital Management LLP |
5 |
Standard Family Office LLC |
5 |
Tru Independence Asset Management 2, Llc |
5 |
PTCRX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Credit Fund - Institutional Class |
5 |
Systematic Alpha Investments, LLC |
5 |
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF |
5 |
AXS Investments LLC |
5 |
SPXZ - Listed Funds Trust - Morgan Creek-Exos SPAC Originated ETF |
5 |
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF |
5 |
Omni Partners US LLC |
5 |
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A |
5 |
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
5 |
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares |
5 |
EVNT - AltShares Trust - AltShares Event-Driven ETF |
5 |
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF |
5 |
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF |
5 |
DGS Capital Management, LLC |
5 |
Desjardins Global Asset Management Inc. |
5 |
NorthCrest Asset Manangement, LLC |
5 |
Boulder Hill Capital Management Lp |
5 |
Morton Brown Family Wealth, LLC |
5 |
Fifth Lane Capital, Lp |
5 |
Zullo Investment Group, Inc. |
5 |
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund |
5 |
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
5 |
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
5 |
Strengthening Families & Communities, LLC |
5 |
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF |
5 |
Concentric Capital Strategies, LP |
5 |
Vise Technologies, Inc. |
5 |
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF |
5 |
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF |
5 |
Kim, Llc |
5 |
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares |
5 |
Romano Brothers And Company |
5 |
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class |
5 |
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF |
5 |
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
5 |
Glass Jacobson Investment Advisors llc |
5 |
Richard W. Paul & Associates, LLC |
5 |
Flow State Investments, L.P. |
5 |
Strategic Investment Solutions, Inc. /IL |
5 |
Mill Creek Capital Advisors, LLC |
5 |
SageView Advisory Group, LLC |
5 |
Linden Thomas Advisory Services, LLC |
5 |
Coppell Advisory Solutions Corp. |
5 |
Callan Family Office, LLC |
5 |
Fifth Third Wealth Advisors LLC |
5 |
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III |
5 |
PFG Investments, LLC |
5 |
Atomi Financial Group, Inc. |
5 |
EA Series Trust |
5 |
RYVFX - ROYCE FUND - Royce Small-Cap Value Fund Service Class |
5 |
DecisionPoint Financial, LLC |
5 |
Arlington Trust Co LLC |
5 |
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF |
5 |
PFS Partners, LLC |
5 |
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF |
5 |
Turtle Creek Wealth Advisors, LLC |
5 |
Custom Index Systems, Llc |
5 |
AJOVista, LLC |
5 |
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class |
5 |
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
5 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
5 |
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia |
5 |
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
5 |
BlackRock ETF Trust II - BlackRock High Yield ETF |
5 |
Principia Wealth Advisory, LLC |
5 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
5 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
5 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
5 |
Stonebridge Financial Group, LLC |
5 |
Bryce Point Capital, LLC |
5 |
Optimize Financial Inc |
5 |
Parvin Asset Management, LLC |
5 |
Park Square Financial Group, LLC |
5 |
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
5 |
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
5 |
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund |
5 |
Credential Qtrade Securities Inc. |
5 |
Traub Capital Management LLC |
5 |
Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
4 |
Ecofin Advisors Ltd |
4 |
Cramer Rosenthal Mcglynn Llc |
4 |
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio |
4 |
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS |
4 |
TRCEX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Core Equity Fund |
4 |
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A |
4 |
Gables Capital Management Inc. |
4 |
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
4 |
TROSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Overseas Stock Fund |
4 |
Benson Investment Management Company, Inc. |
4 |
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund |
4 |
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
4 |
CSM Advisors, LLC |
4 |
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
4 |
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A |
4 |
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A |
4 |
Gallacher Capital Management LLC |
4 |
Balboa Wealth Partners |
4 |
Avalon Trust Co |
4 |
Abn Amro Investment Solutions |
4 |
Violich Capital Management, Inc. |
4 |
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
4 |
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K |
4 |
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I |
4 |
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
4 |
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A |
4 |
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional |
4 |
Rockshelter Capital Management Llc |
4 |
Falcon Edge Capital, LP |
4 |
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund |
4 |
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
4 |
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I |
4 |
BLACKROCK FUNDS - BlackRock Defensive Advantage International Fund Class K |
4 |
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
4 |
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund |
4 |
AlphaOne Investment Services, LLC |
4 |
Sentinel Group Funds Inc |
4 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
4 |
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
4 |
IronBridge Private Wealth, LLC |
4 |
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A |
4 |
Capital A Wealth Management, LLC |
4 |
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A |
4 |
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF |
4 |
Long Road Investment Counsel, LLC |
4 |
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A |
4 |
Nilsine Partners, LLC |
4 |
StoneX Group Inc. |
4 |
Ford Financial Group, LLC |
4 |
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A |
4 |
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
4 |
Vivaldi Opportunities Fund |
4 |
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A |
4 |
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class |
4 |
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
4 |
Beese Fulmer Investment Management, Inc. |
4 |
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N |
4 |
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
4 |
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund |
4 |
MGMT - Unified Series Trust - Ballast Small/mid Cap Etf |
4 |
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
4 |
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
4 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
4 |
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
4 |
ERTS Wealth Advisors, LLC |
4 |
Ibex Wealth Advisors |
4 |
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
4 |
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I |
4 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
4 |
CenturyLink Investment Management Co |
4 |
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
4 |
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund |
4 |
Investment Management Corp of Ontario |
4 |
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July |
4 |
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF |
4 |
F/M Investments LLC |
4 |
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A |
4 |
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund |
4 |
Clough Global Dividend & Income Fund |
4 |
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
4 |
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
4 |
HSCIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON U.S. SMALL CAP FUND INSTITUTIONAL CLASS SHARES |
4 |
Mitchell Capital Management Co |
4 |
Ellis Investment Partners, LLC |
4 |
JFTAX - JPMorgan Trust I - JPMorgan International Advantage Fund Class A |
4 |
Sittner & Nelson, Llc |
4 |
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
4 |
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class |
4 |
BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF |
4 |
Beutel, Goodman & Co Ltd. |
4 |
Satuit Capital Management Trust |
4 |
Somerset Trust Co |
4 |
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
4 |
Kleinwort Benson Investors Dublin Ltd |
4 |
Stux Capital Management, LLC |
4 |
Impact Partnership Wealth, LLC |
4 |
De Burlo Group Inc |
4 |
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A |
4 |
Mach-1 Financial Group, Inc. |
4 |
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A |
4 |
New Vernon Investment Management Llc |
4 |
Mesirow Financial Investment Management, Inc. |
4 |
Kessler Investment Group, LLC |
4 |
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF |
4 |
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class |
4 |
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
4 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A |
4 |
CastleArk Alternatives, LLC |
4 |
CBOE Vest Financial, LLC |
4 |
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A |
4 |
Infini Master Fund |
4 |
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
4 |
Leverage Partners Absolute Return Fund SPC |
4 |
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class |
4 |
Symmetry Investments LP |
4 |
Ashler Capital Llc |
4 |
RWM Asset Management, LLC |
4 |
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
4 |
Sierra Ocean, Llc |
4 |
Peconic Partners Llc |
4 |
New Vernon Capital Holdings II LLC |
4 |
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio |
4 |
First Sabrepoint Capital Management Lp |
4 |
Gruber & Mcbaine Capital Management Llc |
4 |
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
4 |
ATIAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Select Companies Fund Class A |
4 |
Hatteras Alternative Mutual Funds, LLC |
4 |
Wilmington Trust, National Association |
4 |
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF |
4 |
NorthRock Partners, LLC |
4 |
Essex Savings Bank |
4 |
Barings Global Short Duration High Yield Fund |
4 |
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF |
4 |
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
4 |
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
4 |
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio |
4 |
Northern Capital Management Llc |
4 |
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
4 |
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
4 |
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II |
4 |
Murchinson Ltd. |
4 |
MTM Investment Management, LLC |
4 |
Mowery & Schoenfeld Wealth Management, LLC |
4 |
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
4 |
Pictet & Cie (Europe) SA |
4 |
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF |
4 |
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
4 |
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I |
4 |
Cca Investments Trust |
4 |
Isi Strategy Fund Inc |
4 |
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional |
4 |
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
4 |
M&G Plc |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I |
4 |
Grimes & Company, Inc. |
4 |
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I |
4 |
Stralem & Co Inc |
4 |
Delaware Enhanced Global Dividend & Income Fund |
4 |
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A |
4 |
Visionary Asset Management, Inc. |
4 |
De Lisle Partners LLP |
4 |
Nasdaq Premium Income & Growth Fund Inc. |
4 |
Ranger Investment Management, L.P. |
4 |
Conning Inc. |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I |
4 |
Mediolanum International Funds Ltd |
4 |
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF |
4 |
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A |
4 |
BWDIX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class I Shares |
4 |
Ten Capital Wealth Advisors, LLC |
4 |
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y |
4 |
Miracle Mile Advisors, LLC |
4 |
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class |
4 |
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class |
4 |
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF |
4 |
Standard Life Investments LTD |
4 |
Cascade Investment Advisors, Inc. |
4 |
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF |
4 |
Corbin Capital Partners, L.P. |
4 |
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A |
4 |
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A |
4 |
Exos TFP Holdings LLC |
4 |
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y |
4 |
Voya Asia Pacific High Dividend Equity Income Fund |
4 |
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
4 |
Sumitomo Life Insurance Co |
4 |
Eisler Capital Management Ltd. |
4 |
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
4 |
40 North Management LLC |
4 |
Syntal Capital Partners, LLC |
4 |
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A |
4 |
Albar Capital Partners LLP |
4 |
BFRNX - Advisors' Inner Circle Fund III - BARROW HANLEY FLOATING RATE FUND I Shares |
4 |
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
4 |
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV |
4 |
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF |
4 |
Harwood Advisory Group, LLC |
4 |
CFBUX - LORD ABBETT TRUST I - Lord Abbett Climate Focused Bond Fund Class R6 |
4 |
NOINX - Northern Funds - Northern International Equity Index Fund |
4 |
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF |
4 |
LIDAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Value Fund Class A |
4 |
Telluride Asset Management LLC |
4 |
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
4 |
Davidson Kempner Partners |
4 |
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
4 |
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
4 |
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF |
4 |
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
4 |
INCO - Columbia ETF Trust II - Columbia India Consumer ETF |
4 |
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
4 |
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund |
4 |
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
4 |
Solstein Capital, LLC |
4 |
DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A |
4 |
Archipel Asset Management AB |
4 |
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A |
4 |
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A |
4 |
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV |
4 |
Dreyfus High Yield Strategies Fund |
4 |
Chilton Investment Co Llc |
4 |
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares |
4 |
Prudent Man Advisors, LLC |
4 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Small Cap Value Fund Class 3 |
4 |
Detwiler Fenton Investment Management LLC |
4 |
PZVSX - ADVISORS SERIES TRUST - Pzena Small Cap Value Fund Investor Class |
4 |
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
4 |
Personal Cfo Solutions, Llc |
4 |
PSH - PGIM ETF TRUST - PGIM Short Duration HIgh Yield ETF |
4 |
PZVIX - ADVISORS SERIES TRUST - Pzena International Small Cap Value Fund Investor Class |
4 |
Azimuth Capital Investment Management LLC |
4 |
Stuart Chaussee & Associates, Inc. |
4 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
4 |
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class |
4 |
D'Orazio & Associates, Inc. |
4 |
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio |
4 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
4 |
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 |
4 |
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares |
4 |
Lakewood Capital Management, Lp |
4 |
Baltimore-Washington Financial Advisors, Inc. |
4 |
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 |
4 |
Achievement Holdings L.P. |
4 |
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio |
4 |
Human Investing LLC |
4 |
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF |
4 |
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ |
4 |
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
4 |
Alpha Omega Wealth Management LLC |
4 |
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class |
4 |
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
4 |
MML Series Investment Fund II - MML High Yield Fund Class II |
4 |
Antonetti Capital Management LLC |
4 |
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund |
4 |
Eagle Boston Investment Management Inc |
4 |
AIA Group Ltd |
4 |
Schafer Cullen Capital Management Inc |
4 |
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I |
4 |
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I |
4 |
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF |
4 |
Park National Corp /oh/ |
4 |
Global Income Builder Portfolio - Global Income Builder Portfolio |
4 |
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class |
4 |
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF |
4 |
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF |
4 |
Pinkerton Retirement Specialists, LLC |
4 |
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF |
4 |
Crawford Fund Management, LLC |
4 |
ARB - AltShares Trust - AltShares Merger Arbitrage ETF |
4 |
Traynor Capital Management, Inc. |
4 |
RAALX - Two Roads Shared Trust - Conductor Global Equity Value Fund Class A |
4 |
Dimension Capital Management Llc |
4 |
Sterling Investment Advisors, Ltd. |
4 |
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF |
4 |
Glenview Capital Management, Llc |
4 |
1 North Wealth Services Llc |
4 |
Monument Capital Management |
4 |
Legg Mason Investment Counsel, LLC |
4 |
XT - iSHARES TRUST - iShares Exponential Technologies ETF |
4 |
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
4 |
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
4 |
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares |
4 |
Israel Discount Bank of New York |
4 |
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I |
4 |
ZSRIX - Northern Lights Fund Trust - Zeo Sustainable Credit Fund Class I |
4 |
EFA - iSHARES TRUST - iShares MSCI EAFE ETF |
4 |
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares |
4 |
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund |
4 |
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class |
4 |
Guardian Capital Lp |
4 |
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF |
4 |
Modera Wealth Management, LLC |
4 |
Rossby Financial, LCC |
4 |
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
4 |
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A |
4 |
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF |
4 |
Altfest L J & Co Inc |
4 |
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
4 |
Seelaus Asset Management LLC |
4 |
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares |
4 |
Capital Advisors Inc/ok |
4 |
Oppenheimer Integrity Funds |
4 |
Founders Capital Management |
4 |
Hoover Financial Advisors, Inc. |
4 |
Saturna Capital CORP |
4 |
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y |
4 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
4 |
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF |
4 |
GLDPX - Ranger Funds Investment Trust - Rg Tactical Market Neutral Fund Institutional Class |
4 |
Dorsey & Whitney Trust CO LLC |
4 |
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
4 |
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
4 |
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF |
4 |
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
4 |
One68 Global Capital, LLC |
4 |
Nuveen Short Duration Credit Opportunities Fund |
4 |
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund |
4 |
Spitfire Capital Llc |
4 |
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares |
4 |
Bahl & Gaynor Inc |
4 |
STXM - EA Series Trust - Strive Mid-Cap ETF |
4 |
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class |
4 |
Beck Capital Management, Llc |
4 |
Douglas Lane & Associates, LLC |
4 |
Cypress Capital, LLC |
4 |
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class |
4 |
Reynolds Capital Management Llc |
4 |
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N |
4 |
SSCVX - Columbia Funds Series Trust II - Columbia Select Small Cap Value Fund Class A |
4 |
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
4 |
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A |
4 |
My Personal CFO, LLC |
4 |
Morse Asset Management, Inc |
4 |
Senvest Management, LLC |
4 |
BKD Wealth Advisors, LLC |
4 |
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S |
4 |
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares |
4 |
High Net Worth Advisory Group LLC |
4 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
4 |
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio |
4 |
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class |
4 |
VR Advisory Services Ltd |
4 |
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund |
4 |
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund |
4 |
Tuscan Ridge Asset Management Llc |
4 |
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
4 |
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A |
4 |
True Bearing Asset Management LP |
4 |
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A |
4 |
Signature Wealth Management Group |
4 |
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
4 |
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L |
4 |
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
4 |
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
4 |
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF |
4 |
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
4 |
Sierra Summit Advisors Llc |
4 |
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A |
4 |
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O |
4 |
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A |
4 |
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
4 |
Vima Llc |
4 |
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A |
4 |
Mariner Wealth Advisors-NYC, LLC |
4 |
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
4 |
TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class |
4 |
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A |
4 |
Nokomis Capital, L.L.C. |
4 |
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF |
4 |
AIA Investment Management Private Ltd |
4 |
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio |
4 |
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio |
4 |
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund |
4 |
Griffin Institutional Access Credit Fund |
4 |
Franklin Ltd Duration Income Trust |
4 |
Sprott Inc. |
4 |
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A |
4 |
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A |
4 |
Sensato Investors LLC |
4 |
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund |
4 |
Spouting Rock Asset Management, LLC |
4 |
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares |
4 |
Linden Capital L.P. |
4 |
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund |
4 |
Cardinal Capital Management, Inc. |
4 |
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A |
4 |
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
4 |
Mairs & Power Inc |
4 |
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
4 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial |
4 |
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A |
4 |
Fort Baker Capital Management LP |
4 |
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service |
4 |
Perbak Capital Partners LLP |
4 |
Restructuring Capital Associates Lp |
4 |
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund |
4 |
Turtle Creek Asset Management Inc. |
4 |
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio |
4 |
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H |
4 |
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A |
4 |
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A |
4 |
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares |
4 |
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A |
4 |
First Trust High Income Long/short Fund |
4 |
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N |
4 |
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
4 |
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
4 |
Mill Road Capital Management LLC |
4 |
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I |
4 |
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares |
4 |
Indaba Capital Management, L.P. |
4 |
Barings Corporate Investors |
4 |
Torno Capital, Llc |
4 |
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A |
4 |
Glg Inc. |
4 |
Green Arrow Capital Management Llc |
4 |
Eastern Bank |
4 |
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
4 |
Apis Capital Advisors, LLC |
4 |
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class |
4 |
Dixon Hubard Feinour & Brown Inc/va |
4 |
Canton Hathaway, LLC |
4 |
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF |
4 |
BIAIX - Brown Advisory Funds - Brown Advisory Intermediate Income Fund Investor Shares |
4 |
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
4 |
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
4 |
Winslow Capital Management, LLC |
4 |
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
4 |
Birchbrook, Inc. |
4 |
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
4 |
Pacific Global Investment Management Co |
4 |
Caitlin John, LLC |
4 |
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class |
4 |
Gca Investment Management, Llc |
4 |
State of New Jersey Common Pension Fund A |
4 |
F&C Asset Management plc |
4 |
Almanack Investment Partners, LLC. |
4 |
PENN SERIES FUNDS INC - Large Cap Value Fund |
4 |
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares |
4 |
Ninety One SA (PTY) Ltd |
4 |
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N |
4 |
Sandell Investment Services LLC |
4 |
AlphaCentric Advisors LLC |
4 |
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) |
4 |
Ceredex Value Advisors LLC |
4 |
Core Bond Portfolio - Core Bond Portfolio |
4 |
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF |
4 |
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV |
4 |
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF |
4 |
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF |
4 |
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 |
4 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II |
4 |
EJF Capital LLC |
4 |
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I |
4 |
Benchmark Capital Advisors |
4 |
Oppenheimer Senior Floating Rate Fund |
4 |
Quest Investment Management Llc |
4 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
4 |
PFG Private Wealth Management, LLC |
4 |
Mariner Investment Group Llc |
4 |
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
4 |
Crescent Park Management, L.P. |
4 |
GSB Wealth Management, LLC |
4 |
Tyler-Stone Wealth Management |
4 |
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares |
4 |
Pacific Center for Financial Services |
4 |
Gendell Jeffrey L |
4 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. VALUE OPPORTUNITIES FUND Series I |
4 |
Kings Point Capital Management |
4 |
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
4 |
Kerrisdale Advisers, LLC |
4 |
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF |
4 |
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
4 |
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
4 |
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A |
4 |
Chesapeake Capital Corp /il/ |
4 |
Verus Capital Partners, Llc |
4 |
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 |
4 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I |
4 |
Crystal Rock Capital Management |
4 |
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
4 |
Criterion Capital Management Llc |
4 |
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund |
4 |
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 |
4 |
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund |
4 |
Kcm Investment Advisors Llc |
4 |
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
4 |
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF |
4 |
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF |
4 |
GATEX - Gateway Trust - Gateway Fund Class A Shares |
4 |
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
4 |
Slow Capital, Inc. |
4 |
Cardinal Capital Management Llc /ct |
4 |
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A |
4 |
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
4 |
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A |
4 |
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
4 |
Delaware Vip Trust - Delaware Vip Value Series Standard Class |
4 |
Calvert Impact Fund Inc |
4 |
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares |
4 |
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
4 |
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF |
4 |
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
4 |
FSA Wealth Management LLC |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II |
4 |
WIREX - PFS FUNDS - Wireless Fund |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y |
4 |
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
4 |
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF |
4 |
General Electric Co |
4 |
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A |
4 |
Glendon Capital Management LP |
4 |
HB Wealth Management, LLC |
4 |
Capital International Sarl |
4 |
Medina Singh Partners, LLC |
4 |
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P |
4 |
Resona Asset Management Co.,Ltd. |
4 |
JOISX - Advisers Investment Trust - JOHCM International Small Cap Equity Fund Class I |
4 |
Archer Investment Corp |
4 |
Transcend Wealth Collective, Llc |
4 |
DSAM Partners (London) Ltd |
4 |
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
4 |
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF |
4 |
Smithwood Advisers, L.P. |
4 |
Atlantic Edge Private Wealth Management, LLC |
4 |
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
4 |
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
4 |
Wealth Quarterback LLC |
4 |
Mbb Public Markets I Llc |
4 |
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 |
4 |
ACG Wealth |
4 |
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF |
4 |
CTC Alternative Strategies, Ltd. |
4 |
Cadence Bank Na |
4 |
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L |
4 |
Access Investment Management LLC |
4 |
Elm Ridge Management, LLC |
4 |
Mcmillion Capital Management Inc |
4 |
Eubel Brady & Suttman Asset Management Inc |
4 |
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I |
4 |
Candlestick Capital Management LP |
4 |
Tran Capital Management, L.p. |
4 |
PFM Health Sciences, LP |
4 |
One Capital Management, LLC |
4 |
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class |
4 |
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 |
4 |
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund |
4 |
Keebeck Wealth Management, LLC |
4 |
Welch Capital Partners Llc/ny |
4 |
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
4 |
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
4 |
Bellevue Asset Management, Llc |
4 |
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I |
4 |
Arbor Wealth Advisors LLC |
4 |
Deroy & Devereaux Private Investment Counsel Inc |
4 |
CIISX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Small Cap Fund Institutional Class |
4 |
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC |
4 |
Alan B. Lancz & Associates, Inc. |
4 |
Mainstay Capital Management Llc /adv |
4 |
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class |
4 |
ARS Investment Partners, LLC |
4 |
Rakuten Securities, Inc. |
4 |
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A |
4 |
Dunhill Financial, LLC |
4 |
Provenance Wealth Advisors, LLC |
4 |
Mirova |
4 |
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A |
4 |
Appian Way Asset Management LP |
4 |
Capital Wealth Alliance, LLC |
4 |
Carmel Capital Partners, LLC |
4 |
Riverwater Partners LLC |
4 |
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P |
4 |
Game Plan Financial Advisors, LLC |
4 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF |
4 |
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF |
4 |
Sharkey, Howes & Javer |
4 |
Heck Capital Advisors, LLC |
4 |
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
4 |
Sphinx Trading, Lp |
4 |
Netols Asset Management, Inc. |
4 |
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
4 |
Griffin Asset Management, Inc. |
4 |
Eii Capital Management, Inc. |
4 |
First Command Advisory Services, Inc. |
4 |
Eidelman Virant Capital |
4 |
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
4 |
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF |
4 |
Worth Venture Partners, LLC |
4 |
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares |
4 |
CBIZ Investment Advisory Services, LLC |
4 |
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
4 |
CapWealth Advisors, LLC |
4 |
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
4 |
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I |
4 |
First Wilshire Securities Management Inc |
4 |
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M |
4 |
PACIFIC SELECT FUND - International Equity Income Portfolio Class P |
4 |
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
4 |
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
4 |
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
4 |
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class |
4 |
Syon Capital Llc |
4 |
Crawford Lake Capital Management, LLC |
4 |
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF |
4 |
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. |
4 |
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund |
4 |
USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
4 |
Lincoln National Corp |
4 |
R&F Capital Advisors LP |
4 |
Gabelli Convertible & Income Securities Fund Inc |
4 |
Lord Abbett Credit Opportunities Fund |
4 |
Outlook Wealth Advisors, LLC |
4 |
West Tower Group, LLC |
4 |
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
4 |
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund |
4 |
Global Endowment Management, LP |
4 |
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I |
4 |
Carolina Wealth Advisors, LLC |
4 |
Private Bank & Trust Co |
4 |
BRC Investment Management LLC |
4 |
USVT - Ultimus Managers Trust - US VALUE ETF |
4 |
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund |
4 |
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income |
4 |
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio |
4 |
Trust Point Inc. |
4 |
Wcm Investment Management, Llc |
4 |
Level Financial Advisors, Inc. |
4 |
Lyons Funds |
4 |
Steel Peak Wealth Management LLC |
4 |
Highfields Capital Management Lp |
4 |
Platinum Investment Management Ltd |
4 |
Wedmont Private Capital |
4 |
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II |
4 |
Advocacy Wealth Management Services, LLC |
4 |
Robotti Robert |
4 |
Hartford Financial Management Inc. |
4 |
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF |
4 |
Pacifica Partners Inc. |
4 |
Goelzer Investment Management, Inc. |
4 |
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF |
4 |
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
4 |
BTC Capital Management, Inc. |
4 |
Grey Fox Wealth Advisors, LLC |
4 |
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 |
4 |
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
4 |
Rocky Mountain Advisers, Llc |
4 |
Falcon Point Capital, Llc |
4 |
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A |
4 |
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
4 |
WealthTrust Axiom LLC |
4 |
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N |
4 |
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class |
4 |
Argent Trust Co |
4 |
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund |
4 |
Baker Ellis Asset Management LLC |
4 |
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF |
4 |
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
4 |
Oppenheimer Senior Floating Rate Plus Fund |
4 |
Highline Capital Management, L.p. |
4 |
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
4 |
YHB Investment Advisors, Inc. |
4 |
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N |
4 |
black-and-white Capital LP |
4 |
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
4 |
Nelson Capital Management, LLC |
4 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 |
4 |
Alexandria Capital, LLC |
4 |
Tricadia Capital Management, LLC |
4 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 |
4 |
Archer Capital Management, L.P. |
4 |
Vantage Financial Partners Ltd., Inc. |
4 |
HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
4 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 |
4 |
Stone Toro Investment Advisers, LP |
4 |
Trust Investment Advisors |
4 |
S.A. Mason LLC |
4 |
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M |
4 |
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A |
4 |
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional |
4 |
Santori & Peters, Inc. |
4 |
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A |
4 |
Financial Perspectives, Inc |
4 |
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF |
4 |
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y |
4 |
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
4 |
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A |
4 |
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund |
4 |
JMCRX - James Advantage Funds - James Micro Cap Fund |
4 |
Red Door Wealth Management, LLC |
4 |
Koesten, Hirschmann & Crabtree, INC. |
4 |
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB |
4 |
Partner Investment Management, L.P. |
4 |
Honeywell International Inc |
4 |
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
4 |
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
4 |
Miller Howard Investments Inc /ny |
4 |
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
4 |
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
4 |
Venator Capital Management Ltd. |
4 |
FEDERATED CORE TRUST - Federated Bank Loan Core Fund |
4 |
Brighton Jones Llc |
4 |
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF |
4 |
Quad-Cities Investment Group, LLC |
4 |
IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV |
4 |
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S |
4 |
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF |
4 |
Pathway Financial Advisors LLC |
4 |
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund |
4 |
Eaton Vance Enhanced Equity Income Fund Ii |
4 |
Hallmark Capital Management Inc |
4 |
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF |
4 |
Inscription Capital, LLC |
4 |
Grace Capital |
4 |
Senator Investment Group LP |
4 |
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
4 |
Eaton Vance Tax-managed Buy-write Income Fund |
4 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
4 |
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class |
4 |
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I |
4 |
Trust Co Of Toledo Na /oh/ |
4 |
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
4 |
Nicola Wealth Management Ltd. |
4 |
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
4 |
GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class |
4 |
Silver Capital Management Llc |
4 |
PACIFIC SELECT FUND - Developing Growth Portfolio Class I |
4 |
Silvant Capital Management LLC |
4 |
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class |
4 |
Fortaleza Asset Management Inc/ |
4 |
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF |
4 |
Wolf Group Capital Advisors |
4 |
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF |
4 |
Crabel Capital Management, LLC |
4 |
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A |
4 |
Next Capital Management LLC |
4 |
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A |
4 |
Aptus Capital Advisors, LLC |
4 |
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class |
4 |
Ulysses Management LLC |
4 |
EMG Holdings, L.P. |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class |
4 |
Robertson Stephens Wealth Management, LLC |
4 |
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class |
4 |
Total Investment Management Inc |
4 |
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A |
4 |
Crestwood Capital Management, L.P. |
4 |
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity |
4 |
INDA - iSHARES TRUST - iShares MSCI India ETF |
4 |
Curian Capital Llc |
4 |
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class |
4 |
OmniStar Financial Group, Inc. |
4 |
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
4 |
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) |
4 |
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity |
4 |
Thoroughbred Financial Services, Llc |
4 |
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A |
4 |
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A |
4 |
Investment Management Of Virginia Llc |
4 |
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF |
4 |
BKF - iShares, Inc. - iShares MSCI BRIC ETF |
4 |
GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
4 |
S&t Bank/pa |
4 |
Elo Mutual Pension Insurance Co |
4 |
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares |
4 |
Oribel Capital Management, LP |
4 |
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
4 |
BFRNX - Perpetual Americas Funds Trust - Barrow Hanley Floating Rate Fund Institutional Shares |
4 |
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF |
4 |
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF |
4 |
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y |
4 |
ZPR Investment Management |
4 |
St. Johns Investment Management Company, LLC |
4 |
Pittenger & Anderson Inc |
4 |
ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
4 |
IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF |
4 |
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares |
4 |
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A |
4 |
DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A |
4 |
BERIX - Chartwell Funds - Berwyn Income Fund |
4 |
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
4 |
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
4 |
SILAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified International Fund Class A |
4 |
Amplify ETF Trust - Amplify Cash Flow High Income ETF |
4 |
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF |
4 |
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class |
4 |
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
4 |
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF |
4 |
Eaton Vance Tax-managed Global Buy-write Opportunities Fund |
4 |
Atika Capital Management LLC |
4 |
Eaton Vance Tax-managed Buy-write Opportunities Fund |
4 |
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF |
4 |
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF |
4 |
WELLS FARGO MASTER TRUST - Wells Fargo International Value Portfolio International Value Portfolio |
4 |
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB |
4 |
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
4 |
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A |
4 |
GMICX - GMO TRUST - GMO International Equity Fund Class II |
4 |
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF |
4 |
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund |
4 |
iA Global Asset Management Inc. |
4 |
Athena Capital Advisors Llc |
4 |
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
4 |
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF |
4 |
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A |
4 |
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
4 |
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF |
4 |
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF |
4 |
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF |
4 |
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II |
4 |
ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF |
4 |
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
4 |
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class |
4 |
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 |
4 |
Dividend Asset Capital, Llc |
4 |
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class |
4 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
4 |
Montecito Bank & Trust |
4 |
Smith, Graham & Co., Investment Advisors, LP |
4 |
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
4 |
Bleakley Financial Group, LLC |
4 |
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) |
4 |
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) |
4 |
Olistico Wealth, LLC |
4 |
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
4 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A |
4 |
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB |
4 |
Legend Financial Advisors, Inc. |
4 |
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV |
4 |
VMCVX - VALIC Co II - Mid Cap Value Fund |
4 |
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class |
4 |
Stone House Investment Management, LLC |
4 |
Frank, Rimerman Advisors LLC |
4 |
New Wave Wealth Advisors Llc |
4 |
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K |
4 |
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF |
4 |
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA |
4 |
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio |
4 |
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
4 |
Stock Portfolio - Stock Portfolio |
4 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
4 |
Pomelo Capital LLC |
4 |
Holistic Financial Partners |
4 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
4 |
VanEck Funds |
4 |
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 |
4 |
Td Asset Management Usa Funds Inc. |
4 |
Polaris Capital Management, LLC |
4 |
AMG Funds LLC |
4 |
Peddock Capital Advisors, Llc |
4 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A |
4 |
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA |
4 |
Bell Rock Capital Llc |
4 |
Norris Perne & French Llp/mi |
4 |
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A |
4 |
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 |
4 |
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class |
4 |
Lyrical Asset Management Lp |
4 |
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
4 |
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) |
4 |
Nokota Management, LP |
4 |
North Run Capital, Lp |
4 |
Jnl Series Trust - Jnl/invesco Global Real Estate Fund (a) |
4 |
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF |
4 |
Delos Wealth Advisors, LLC |
4 |
Barometer Capital Management Inc. |
4 |
First PREMIER Bank |
4 |
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A |
4 |
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A |
4 |
Breithorn Capital Management |
4 |
Gladstone Institutional Advisory LLC |
4 |
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I |
4 |
Genus Capital Management Inc. |
4 |
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A |
4 |
Bienville Capital Management, LLC |
4 |
Bbva Usa |
4 |
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A |
4 |
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Small Cap Value Fund Class R6 |
4 |
Selective Wealth Management, Inc. |
4 |
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 |
4 |
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A |
4 |
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
4 |
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class |
4 |
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class |
4 |
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I |
4 |
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load |
4 |
Gw Henssler & Associates Ltd |
4 |
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund |
4 |
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional |
4 |
VIOPX - VALIC Co I - International Opportunities Fund |
4 |
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF |
4 |
TradeLink Capital LLC |
4 |
VCIEX - VALIC Co I - International Equities Index Fund |
4 |
Murphy Pohlad Asset Management LLC |
4 |
PISMX - PRINCIPAL FUNDS INC - International Small Company Fund Institutional |
4 |
CrestPoint Capital Management, LLC |
4 |
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF |
4 |
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A |
4 |
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF |
4 |
London Co Of Virginia |
4 |
Sun Life Financial Inc |
4 |
Jnl Series Trust - Jnl/crescent High Income Fund (a) |
4 |
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
4 |
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
4 |
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A |
4 |
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) |
4 |
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A |
4 |
Edge Asset Management, Inc |
4 |
FLIN - Franklin Templeton ETF Trust - Franklin FTSE India ETF |
4 |
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
4 |
Invst, LLC |
4 |
Muzinich & Co., Inc. |
4 |
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
4 |
Perella Weinberg Partners Capital Management LP |
4 |
New Generation Advisors, Llc |
4 |
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund |
4 |
Kirr Marbach & Co Llc /in/ |
4 |
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL |
4 |
Sierra Capital LLC |
4 |
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
4 |
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class |
4 |
Marcato Capital Management Lp |
4 |
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
4 |
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF |
4 |
Guggenheim Credit Allocation Fund |
4 |
Charter Trust Co |
4 |
MHBNX - BMO FUNDS, INC. - BMO High Yield Bond Fund Class I |
4 |
EVLMC - Eaton Vance NextShares Trust II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares |
4 |
Punch & Associates Investment Management, Inc. |
4 |
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
4 |
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class |
4 |
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio |
3 |
Q Global Advisors, LLC |
3 |
FundVantage Trust - Verplanck Balanced Fund |
3 |
Geduld E E |
3 |
Bbr Partners, Llc |
3 |
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A |
3 |
DDDAX - Northern Lights Fund Trust - 13D Activist Fund Class A |
3 |
Jackson Square Capital, Llc |
3 |
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class |
3 |
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A |
3 |
Uniplan Investment Counsel, Inc. |
3 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
3 |
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF |
3 |
Rivernorth/doubleline Strategic Opportunity Fund, Inc. |
3 |
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A |
3 |
IPG Investment Advisors LLC |
3 |
Aym Capital, Llc |
3 |
Main Street Group, LTD |
3 |
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A |
3 |
Securian Funds Trust - SFT Ivy Small Cap Growth Fund |
3 |
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N |
3 |
Optimal Asset Management, Inc. |
3 |
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I |
3 |
Daiwa Capital Markets America Inc. |
3 |
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I |
3 |
LMR Master Fund Ltd |
3 |
LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF |
3 |
AYAL Capital Advisors Ltd |
3 |
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A |
3 |
Caldwell & Orkin Inc |
3 |
NS Partners Ltd |
3 |
Acima Private Wealth, Llc |
3 |
Gluskin Sheff & Assoc Inc |
3 |
Rosenblum Silverman Sutton S F Inc /ca |
3 |
Liberty All Star Equity Fund |
3 |
Winton Capital Management Ltd |
3 |
PENN SERIES FUNDS INC - High Yield Bond Fund |
3 |
City Center Advisors, LLC |
3 |
Degroof Petercam Asset Management |
3 |
PENN SERIES FUNDS INC - Mid Core Value Fund |
3 |
America First Investment Advisors, LLC |
3 |
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class |
3 |
PENN SERIES FUNDS INC - Mid Cap Value Fund |
3 |
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A |
3 |
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF |
3 |
Plato Investment Management Ltd |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I |
3 |
TNIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund (USD Hedged) |
3 |
HighMark Wealth Management LLC |
3 |
RPIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund |
3 |
Sowa Financial Group, Inc. |
3 |
Global Alpha Capital Management Ltd. |
3 |
Intact Investment Management Inc. |
3 |
VSR Financial Services, Inc. |
3 |
Supplemental Annuity Collective Trust of NJ |
3 |
Southport Management, L.l.c. |
3 |
Nichols Asset Management LLC |
3 |
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A |
3 |
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
3 |
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF |
3 |
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF |
3 |
Brown Capital Management Llc |
3 |
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard |
3 |
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
3 |
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB |
3 |
CID - Victory Portfolios II - VictoryShares International High Div Volatility Wtd ETF |
3 |
Greenlight Capital Inc |
3 |
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF |
3 |
CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF |
3 |
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB |
3 |
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF |
3 |
Jarislowsky, Fraser Ltd |
3 |
PAX Financial Group, LLC |
3 |
New Century Financial Group, LLC |
3 |
Pfs Investments Inc. |
3 |
Hikari Power Ltd |
3 |
Great Lakes Retirement, Inc. |
3 |
Lionsbridge Wealth Management LLC |
3 |
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund |
3 |
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I |
3 |
Greenline Partners, LLC |
3 |
Deimos Asset Management LLC |
3 |
Liberty All Star Growth Fund Inc. |
3 |
QICLX - AQR Funds - AQR International Multi-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 |
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I |
3 |
Hohimer Wealth Management, Llc |
3 |
Cleararc Capital Inc |
3 |
Northwest Financial Advisors |
3 |
Ashfield Capital Partners, LLC |
3 |
MeadowBrook Investment Advisors LLC |
3 |
Capital Advisory Group Advisory Services, LLC |
3 |
Fiduciary Planning LLC |
3 |
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group |
3 |
Europacific Growth Fund |
3 |
Gilman Hill Asset Management, LLC |
3 |
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
3 |
EPG Wealth Management LLC |
3 |
LH Capital Markets, LLC |
3 |
Westerly Capital Management, Llc |
3 |
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A |
3 |
Cannell Peter B & Co Inc |
3 |
Windsor Creek Advisors, Llc |
3 |
Kathmere Capital Management, LLC |
3 |
NWK Group, Inc. |
3 |
L2 Asset Management, LLC |
3 |
Okabena Investment Services Inc |
3 |
Meridian Management Co |
3 |
Monetta Financial Services Inc |
3 |
Lake Street Advisors Group, Llc |
3 |
Premia Global Advisors, Llc |
3 |
First Pacific Advisors, LP |
3 |
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A |
3 |
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A |
3 |
Nuveen Multi-market Income Fund |
3 |
Atlas Private Wealth Management |
3 |
Connable Office Inc |
3 |
BUFOX - BUFFALO FUNDS - Buffalo Emerging Opportunities Fund Investor Class |
3 |
West Bancorporation Inc |
3 |
Aperture Investors, LLC |
3 |
Camden Capital, LLC |
3 |
ESL Trust Services, LLC |
3 |
BlackRock Multi-Sector Opportunities Trust II |
3 |
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A |
3 |
Lmcg Investments, Llc |
3 |
KIFAX - Forward Funds - Salient Select Income Fund Class A |
3 |
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A |
3 |
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
3 |
Connors Investor Services Inc |
3 |
Wright Managed Equity Trust |
3 |
BPTRX - BARON SELECT FUNDS - Baron Partners Fund |
3 |
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
3 |
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A |
3 |
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
3 |
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A |
3 |
Euclid Advisors LLC |
3 |
Rampart Investment Management Company, LLC |
3 |
Samalin Investment Counsel, LLC |
3 |
Minot Wealth Management LLC |
3 |
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I |
3 |
Precision Path Capital, Lp |
3 |
Cedar Mountain Advisors, LLC |
3 |
Electron Capital Partners, LLC |
3 |
Guyasuta Investment Advisors Inc |
3 |
Value Holdings Lp |
3 |
Cardinal Capital Management |
3 |
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
3 |
Beck Mack & Oliver Llc |
3 |
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF |
3 |
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z |
3 |
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares |
3 |
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
3 |
TCMIX - AMG FUNDS - AMG TimesSquare International Small Cap Fund Class Z |
3 |
TSYNX - AMG FUNDS - AMG TimesSquare Global Small Cap Fund Class N |
3 |
BKM Wealth Management, LLC |
3 |
Ratan Capital Management LP |
3 |
Zimmer Partners, LP |
3 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C |
3 |
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I |
3 |
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
3 |
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I |
3 |
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia |
3 |
Carnick & Kubik, LLC |
3 |
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class |
3 |
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia |
3 |
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia |
3 |
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A |
3 |
Wood Tarver Financial Group, LLC |
3 |
Rnc Capital Management Llc |
3 |
IHYV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Value ETF |
3 |
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV |
3 |
Badgley Phelps & Bell Inc |
3 |
D.C. Capital Advisors, Ltd |
3 |
GPGIX - Grandeur Peak Global Trust - Grandeur Peak Global Opportunities Fund Institutional Class |
3 |
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S |
3 |
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF |
3 |
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class |
3 |
Cs Mckee Lp |
3 |
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
3 |
BSJR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 High Yield Corporate Bond ETF |
3 |
Lion Point Capital, LP |
3 |
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A |
3 |
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund |
3 |
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A |
3 |
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF |
3 |
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF |
3 |
MINDX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS INDIA FUND Investor Class Shares |
3 |
PSCI - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Industrials ETF |
3 |
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
3 |
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class |
3 |
Northwestern Mutual Investment Services Llc |
3 |
GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class |
3 |
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
3 |
GPGCX - Grandeur Peak Global Trust - Grandeur Peak Global Contrarian Fund Institutional Class |
3 |
Blackhawk Capital Partners LLC. |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class |
3 |
Kingstown Capital Management L.p. |
3 |
EWJ - iShares, Inc. - iShares MSCI Japan ETF |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class |
3 |
Essex Financial Services, Inc. |
3 |
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
3 |
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class |
3 |
EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF |
3 |
BUXX - EA Series Trust - Strive Enhanced Income Short Maturity ETF |
3 |
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio |
3 |
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
3 |
Dividend Builder Portfolio |
3 |
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class |
3 |
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES |
3 |
Greater India Portfolio - Greater India Portfolio |
3 |
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class |
3 |
EWJV - iSHARES TRUST - iShares MSCI Japan Value ETF |
3 |
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class |
3 |
EWZS - iSHARES TRUST - iShares MSCI Brazil Small-Cap ETF |
3 |
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES |
3 |
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class |
3 |
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class |
3 |
Transamerica Financial Advisors, Inc. |
3 |
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF |
3 |
Bardin Hill Management Partners Lp |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio |
3 |
Horizon Kinetics LLC |
3 |
Mondrian Investment Partners LTD |
3 |
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF |
3 |
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I |
3 |
West Paces Advisors Inc. |
3 |
Joel Isaacson & Co., LLC |
3 |
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
3 |
RQSI Ltd |
3 |
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I |
3 |
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund |
3 |
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
3 |
DDJRX - FundVantage Trust - Polen Opportunistic High Yield Fund Investor Class |
3 |
Virtus ETF Advisers LLC |
3 |
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A |
3 |
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional |
3 |
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A |
3 |
Monroe Bank & Trust/mi |
3 |
VCHYX - VALIC Co II - High Yield Bond Fund |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
3 |
First National Bank of Hutchinson |
3 |
VISEX - VALIC Co II - International Opportunities Fund |
3 |
Cutler Capital Management, LLC |
3 |
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
3 |
MRGR - PROSHARES TRUST - ProShares Merger ETF |
3 |
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund |
3 |
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A |
3 |
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged |
3 |
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class |
3 |
Sanders Capital, LLC |
3 |
Community Financial Services Group, LLC |
3 |
Edmp, Inc. |
3 |
Sterling Ridge Capital Management LP |
3 |
CHURCHILL MANAGEMENT Corp |
3 |
Alphasimplex Group, Llc |
3 |
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
3 |
Albert D Mason Inc |
3 |
Coastline Trust Co |
3 |
Acuitas Investments, LLC |
3 |
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A |
3 |
Capital Management Associates /ny/ |
3 |
North Fourth Asset Management, LP |
3 |
Lombardia Capital Partners Llc |
3 |
NEOS Investment Management LLC |
3 |
PRNT - Ark ETF Trust - The 3D Printing ETF |
3 |
Douglas C. Lane & Associates, Inc. |
3 |
Sepio Capital, LP |
3 |
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class |
3 |
LNZ Capital LP |
3 |
Hitchwood Capital Management LP |
3 |
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
3 |
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A |
3 |
United Community Bank |
3 |
Jlb & Associates Inc |
3 |
VCGEX - VALIC Co I - Emerging Economies Fund |
3 |
Eagle Ridge Investment Management |
3 |
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
3 |
FAINX - MSS Series Trust - Fallen Angels Income Fund |
3 |
Ballast Asset Management, LP |
3 |
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class |
3 |
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio |
3 |
GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF |
3 |
New Century Advisors, LLC |
3 |
Segment Wealth Management, LLC |
3 |
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
3 |
W.G. Shaheen & Associates DBA Whitney & Co |
3 |
EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF |
3 |
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF |
3 |
Duncker Streett & Co Inc |
3 |
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) |
3 |
FJP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Japan AlphaDEX Fund |
3 |
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares |
3 |
Dogwood Wealth Management LLC |
3 |
DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF |
3 |
Plancorp, LLC |
3 |
Oak Grove Capital LLC |
3 |
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
3 |
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
3 |
DFE - WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund N/A |
3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC |
3 |
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
3 |
Financiere des Professionnels - Fonds d,investissement inc. |
3 |
Lipe & Dalton |
3 |
RPg Family Wealth Advisory, LLC |
3 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I |
3 |
AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A |
3 |
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A |
3 |
Fine Capital Partners, L.P. |
3 |
Ares Management Llc |
3 |
Marathon Asset Management Lp |
3 |
Retirement Wealth Solutions LLC |
3 |
American Trust Investment Advisors, LLC |
3 |
Laffer Investments |
3 |
Little House Capital Llc |
3 |
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A |
3 |
Nuveen Credit Strategies Income Fund |
3 |
Institute for Wealth Management, LLC. |
3 |
Capital Impact Advisors, LLC |
3 |
Kamunting Street Capital Management, L.P. |
3 |
Ameriflex Group, Inc. |
3 |
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares |
3 |
Kalmar Investments Inc /de/ |
3 |
Graticule Asia Macro Advisors LLC |
3 |
Allen Investment Management LLC |
3 |
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
3 |
Wafra Inc. |
3 |
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A |
3 |
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class |
3 |
Howard Hughes Medical Institute |
3 |
Cim Investment Mangement Inc |
3 |
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A |
3 |
Williams & Novak, LLC |
3 |
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class |
3 |
PSDM - PGIM ETF TRUST - PGIM Short Duration Multi-Sector Bond ETF |
3 |
Raging Capital Management, LLC |
3 |
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R |
3 |
MCSCX - 360 Funds - M3Sixty Small Cap Growth Fund Institutional Class Shares |
3 |
CAFG - Pacer Funds Trust - Pacer US Small Cap Cash Cows Growth Leaders ETF |
3 |
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A |
3 |
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A |
3 |
Kinneret Advisory, LLC |
3 |
Cannell Capital Llc |
3 |
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund |
3 |
Davy Global Fund Management Ltd |
3 |
APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C |
3 |
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio |
3 |
Messner & Smith Theme Value Investment Management Ltd /ca/ |
3 |
Oppenheimer Corporate Bond Fund |
3 |
Greenhaven Associates Inc |
3 |
Financial Sense Advisors, Inc. |
3 |
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
3 |
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
3 |
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
3 |
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund |
3 |
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
3 |
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class |
3 |
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares |
3 |
McKinley Carter Wealth Services, Inc. |
3 |
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II |
3 |
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
3 |
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A |
3 |
NMIEX - Northern Funds - Active M International Equity Fund |
3 |
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
3 |
Islet Management, LP |
3 |
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II |
3 |
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S |
3 |
CFICX - CALVERT FUND - Calvert Income Fund Class A |
3 |
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares |
3 |
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A |
3 |
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund |
3 |
KRMA - Global X Funds - Global X Conscious Companies ETF |
3 |
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A |
3 |
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares |
3 |
BRLAX - MFS SERIES TRUST IV - MFS Blended Research Global Equity Fund A |
3 |
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y |
3 |
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 |
3 |
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund |
3 |
Strategic Financial Concepts, LLC |
3 |
Zwj Investment Counsel Inc |
3 |
O'Dell Group, LLC |
3 |
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y |
3 |
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
3 |
PLFLX - Aristotle Funds Series Trust - Aristotle Floating Rate Income Fund Class A |
3 |
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A |
3 |
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A |
3 |
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund |
3 |
Springowl Associates Llc |
3 |
Nippon Life Insurance Co |
3 |
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
3 |
Jana Partners Llc |
3 |
Granite Investment Advisors, LLC |
3 |
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 |
3 |
Dominick & Dominick LLC |
3 |
Nan Shan Life Insurance Co., Ltd. |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
3 |
Blue Clay Capital Management, LLC |
3 |
Oxbow Advisors, LLC |
3 |
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class |
3 |
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. |
3 |
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares |
3 |
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
3 |
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB |
3 |
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares |
3 |
Intersect Capital LLC |
3 |
Fort Pitt Capital Group, Llc |
3 |
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A |
3 |
Icm Asset Management Inc/wa |
3 |
BESIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Small Cap Growth Fund Class I |
3 |
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund |
3 |
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares |
3 |
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A |
3 |
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
3 |
Cordasco Financial Network |
3 |
Ogorek Anthony Joseph /ny/ /adv |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio |
3 |
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund |
3 |
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A |
3 |
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A |
3 |
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A |
3 |
Aston Asset Management, LLC |
3 |
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A |
3 |
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A |
3 |
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A |
3 |
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund |
3 |
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I |
3 |
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A |
3 |
Invesco, Llc |
3 |
Triangle Securities Wealth Management |
3 |
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF |
3 |
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A |
3 |
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
3 |
TWEBX - Tweedy, Browne Fund Inc. - Tweedy, Browne Value Fund |
3 |
Glaxis Capital Management, LLC |
3 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 |
3 |
Hound Partners, LLC |
3 |
Seeyond |
3 |
Context Partners Fund, L.p. |
3 |
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A |
3 |
ERTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Cleantech ETF |
3 |
ICOW - Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF |
3 |
PWS - Pacer Funds Trust - Pacer WealthShield ETF |
3 |
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares |
3 |
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF |
3 |
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
3 |
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y |
3 |
PBW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco WilderHill Clean Energy ETF |
3 |
Hc Financial Advisors Inc |
3 |
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares |
3 |
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares |
3 |
Hosking Partners LLP |
3 |
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF |
3 |
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A |
3 |
Catawba Capital Management /va |
3 |
Tradewinds Global Investors, LLC |
3 |
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
3 |
Stancorp Investment Advisers Inc |
3 |
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares |
3 |
Li Winifred I |
3 |
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF |
3 |
Keystone Financial Group |
3 |
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares |
3 |
Hilltop Park Associates LLC |
3 |
Blackrock Enhanced Capital & Income Fund, Inc. |
3 |
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A |
3 |
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A |
3 |
Godsey & Gibb Associates |
3 |
Exane Asset Management |
3 |
JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF |
3 |
AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND INC - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A |
3 |
Voya International High Dividend Equity Income Fund |
3 |
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A |
3 |
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF |
3 |
Voya Infrastructure, Industrials & Materials Fund |
3 |
Waverton Investment Management Ltd |
3 |
Voya Emerging Markets High Dividend Equity Fund |
3 |
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF |
3 |
Alecta Pensionsforsakring, Omsesidigt |
3 |
American Research & Management Co. |
3 |
Marshall & Sterling Wealth Advisors Inc. |
3 |
PIE - Invesco Exchange-Traded Fund Trust II - Invesco DWA Emerging Markets Momentum ETF |
3 |
BLPIX - Profunds - Bull Profund Investor Class |
3 |
ULPIX - Profunds - Ultrabull Profund Investor Class |
3 |
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares |
3 |
Bank Of The West |
3 |
TETAX - RBC FUNDS TRUST - RBC Enterprise Fund A Shares |
3 |
Empower Advisory Group, LLC |
3 |
TMCAX - RBC FUNDS TRUST - RBC SMID Cap Growth Fund A Shares |
3 |
MGPIX - Profunds - Mid-cap Growth Profund Investor Class |
3 |
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
3 |
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
3 |
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A |
3 |
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class |
3 |
LVPIX - Profunds - Large-cap Value Profund Investor Class |
3 |
Cohen Capital Management, Inc. |
3 |
Arcus Capital Partners, LLC |
3 |
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
3 |
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF |
3 |
Mcclain Value Management Llc |
3 |
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF |
3 |
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
3 |
Sig Brokerage, Lp |
3 |
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. |
3 |
Brand Asset Management Group, Inc. |
3 |
Profunds - Profund Vp Mid-cap Growth |
3 |
BLB&B Advisors, LLC |
3 |
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
3 |
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio |
3 |
HSBC FUNDS - HSBC Strategic Income Fund Class A |
3 |
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A |
3 |
HSBC FUNDS - HSBC High Yield Fund Class A |
3 |
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A |
3 |
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A |
3 |
Conestoga Capital Advisors, LLC |
3 |
RiverPoint Capital Management, LLC |
3 |
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A |
3 |
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares |
3 |
Profit Investment Management, LLC |
3 |
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares |
3 |
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf |
3 |
Regent Investment Management LLC |
3 |
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares |
3 |
Lord Abbett Floating Rate High Income Fund |
3 |
Tipp Hill Capital Management LLC |
3 |
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio |
3 |
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares |
3 |
AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A |
3 |
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF |
3 |
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A |
3 |
Dialectic Capital Management, Lp |
3 |
Harvest Investment Advisors, LLC |
3 |
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares |
3 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A |
3 |
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares |
3 |
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF |
3 |
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
3 |
La Banque Postale Asset Management SA |
3 |
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 |
3 |
National Investment Services Inc /wi |
3 |
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 |
3 |
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund |
3 |
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
3 |
Franklin Universal Trust |
3 |
Ofi Invest Asset Management |
3 |
CCSMX - CONESTOGA FUNDS - Conestoga SMid Cap Fund Investors Class |
3 |
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
3 |
Atlantic Union Bankshares Corp |
3 |
Wade G W & Inc |
3 |
Cullinan Associates Inc |
3 |
Banced Corp |
3 |
Sunnymeath Asset Management, Inc. |
3 |
Price Michael F |
3 |
OHIO NATIONAL FUND INC - ON Foreign Portfolio |
3 |
WESPAC Advisors SoCal, LLC |
3 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
3 |
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF |
3 |
Melvin Capital Management LP |
3 |
Grey Street Capital, LLC |
3 |
HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A |
3 |
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A |
3 |
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A |
3 |
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
3 |
WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares |
3 |
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A |
3 |
New World Fund Inc |
3 |
McCarthy Grittinger Financial Group, LLC |
3 |
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
3 |
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A |
3 |
KMVAX - KIRR MARBACH PARTNERS FUNDS INC - Kirr, Marbach Partners Value Fund |
3 |
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class |
3 |
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF |
3 |
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class |
3 |
Canoe Financial LP |
3 |
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF |
3 |
V-Square Quantitative Management LLC |
3 |
Authentikos Wealth Advisory, LLC |
3 |
Newtyn Management, LLC |
3 |
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class |
3 |
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
3 |
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
3 |
Indiana Trust & Investment Management CO |
3 |
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A |
3 |
AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A |
3 |
DAINX - Dunham Funds - Dunham International Stock Fund Class A |
3 |
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class |
3 |
Patton Albertson Miller Group, Llc |
3 |
Advanced Series Trust - Ast International Value Portfolio |
3 |
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF |
3 |
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund |
3 |
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A |
3 |
INDAX - FINANCIAL INVESTORS TRUST - ALPS/Kotak India Growth Fund Investor Shares |
3 |
Hilton Capital Management, LLC |
3 |
SBHSX - Investment Managers Series Trust - Segall Bryant & Hamill International Small Cap Fund Class A |
3 |
Thomas J. Herzfeld Advisors, Inc. |
3 |
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
3 |
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional |
3 |
Blackrock Multi-sector Opportunities Trust |
3 |
STXG - EA Series Trust - Strive 1000 Growth ETF |
3 |
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A |
3 |
Fortem Financial Group, Llc |
3 |
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A |
3 |
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio |
3 |
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio |
3 |
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF |
3 |
MIDF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Mid-Cap ETF |
3 |
Primecap Management Co/ca/ |
3 |
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A |
3 |
Raiffeisen Bank International AG |
3 |
Dodge & Cox |
3 |
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF |
3 |
TrimTabs Asset Management, LLC |
3 |
Crow Point Partners, LLC |
3 |
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A |
3 |
NLGIX - COLUMBIA FUNDS SERIES TRUST - Columbia Global Strategic Equity Fund Class A |
3 |
Boston Common Asset Management, LLC |
3 |
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class |
3 |
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF |
3 |
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A |
3 |
Frontier Wealth Management LLC |
3 |
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
3 |
Kovack Advisors, Inc. |
3 |
SCIU - Global X Funds - Global X Scientific Beta US ETF |
3 |
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
3 |
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N |
3 |
Putnam ETF Trust - Putnam ESG High Yield ETF - |
3 |
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund |
3 |
EagleClaw Capital Managment, LLC |
3 |
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C |
3 |
Summit Creek Advisors LLC |
3 |
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV |
3 |
Bedrijfstakpensioenfonds Voor De Media Pno |
3 |
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA |
3 |
Acrisure Capital Management, LLC |
3 |
Gyroscope Capital Management Group, Llc |
3 |
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I |
3 |
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares |
3 |
Sigma Capital Management Llc |
3 |
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
3 |
Otter Creek Management Inc |
3 |
Lasry Marc |
3 |
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares |
3 |
FSSJX - FIDELITY INVESTMENT TRUST - Fidelity Series Select International Small Cap Fund |
3 |
HighTower Trust Services, LTA |
3 |
Concert Wealth Management Inc. |
3 |
Sentinel Variable Products Trust |
3 |
Townsend & Associates, Inc |
3 |
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
3 |
QVT Financial LP |
3 |
Nwq Investment Management Company, Llc |
3 |
Applied Finance Capital Management, LLC |
3 |
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
3 |
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
3 |
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 |
3 |
Northern Right Capital Management, L.P. |
3 |
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I |
3 |
Pinnacle Wealth Management Advisory Group, LLC |
3 |
Fairfax Financial Holdings Ltd/ Can |
3 |
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF |
3 |
Davis Selected Advisers |
3 |
Norinchukin Bank, The |
3 |
Buckingham Capital Management Inc |
3 |
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
3 |
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A |
3 |
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A |
3 |
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
3 |
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A |
3 |
denkapparat Operations GmbH |
3 |
Buckingham Capital Management, Inc. |
3 |
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class |
3 |
Thematics Asset Management |
3 |
Lyon Street Capital, LLC |
3 |
Nair Vinay |
3 |
Moran Wealth Management, LLC |
3 |
Sabby Management, Llc |
3 |
Ws Management Lllp |
3 |
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
3 |
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
3 |
AM Squared Ltd |
3 |
Oak Associates Ltd /oh/ |
3 |
Summit Street Capital Management, LLC |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
3 |
Columbia Asset Management |
3 |
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 |
3 |
SRB Corp |
3 |
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I |
3 |
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF |
3 |
McGlone Suttner Wealth Management, Inc. |
3 |
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF |
3 |
Crestwood Advisors Group LLC |
3 |
Acuity Investment Management Inc |
3 |
Guidance Point Advisors, LLC |
3 |
Hunter Associates Investment Management Llc |
3 |
XR Securities LLC |
3 |
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares |
3 |
Noked Israel Ltd |
3 |
Weatherbie Capital, Llc |
3 |
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I |
3 |
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund |
3 |
Affiance Financial, LLC |
3 |
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
3 |
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class |
3 |
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund |
3 |
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
3 |
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class |
3 |
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares |
3 |
QQQS - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Future Gen 200 ETF |
3 |
Peregrine Asset Advisers, Inc. |
3 |
Manitou Investment Management Ltd. |
3 |
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
3 |
Elk Creek Partners, LLC |
3 |
Centerbridge Partners, L.P. |
3 |
Landaas & Co /wi /adv |
3 |
Fidelis Capital Partners, LLC |
3 |
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A |
3 |
Altavista Wealth Management, Inc. |
3 |
Farallon Capital Management Llc |
3 |
Aureus Asset Management, LLC |
3 |
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F |
3 |
Pensionmark Financial Group, Llc |
3 |
Comerica Securities Inc |
3 |
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
3 |
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
3 |
Millstone Evans Group, LLC |
3 |
Fairfield, Bush & Co. |
3 |
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund |
3 |
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund |
3 |
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund |
3 |
Close Asset Management Ltd |
3 |
PRIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Discovery Fund |
3 |
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) |
3 |
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF |
3 |
Ninepoint Partners LP |
3 |
Financially Speaking Inc |
3 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
3 |
Loeb Partners Corp |
3 |
Ferguson Wellman Capital Management, Inc |
3 |
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A |
3 |
CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF |
3 |
Nbt Bank N A /ny |
3 |
JBF Capital, Inc. |
3 |
Orinda Asset Management LLC |
3 |
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
3 |
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund |
3 |
MBDFX - AMG Funds I - AMG GW&K Core Bond Fund Class I |
3 |
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF |
3 |
Guinness Atkinson Asset Management Inc |
3 |
Welch Group, LLC |
3 |
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF |
3 |
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES |
3 |
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C |
3 |
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
3 |
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund |
3 |
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I |
3 |
Atala Financial Inc |
3 |
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A |
3 |
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
3 |
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F |
3 |
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L |
3 |
Live Your Vision, LLC |
3 |
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A |
3 |
Morgan Dempsey Capital Management Llc |
3 |
Peoples Financial Services Corp. |
3 |
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund |
3 |
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
3 |
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund |
3 |
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 |
3 |
FJSCX - FIDELITY INVESTMENT TRUST - Fidelity Japan Smaller Companies Fund |
3 |
ZEOIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Short Duration Credit Fund Investor Class |
3 |
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF |
3 |
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund |
3 |
Mountain Capital Investment Advisors, Inc |
3 |
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund |
3 |
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares |
3 |
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF |
3 |
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
3 |
Capital International Inc /ca/ |
3 |
Searle & Co. |
3 |
One Fin Capital Management LP |
3 |
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
3 |
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF |
3 |
Empery Asset Management, LP |
3 |
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund |
3 |
Generali Asset Management SPA SGR |
3 |
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
3 |
Gerry Farber, LLC |
3 |
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund |
3 |
Augustine Asset Management Inc |
3 |
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
3 |
Trust Co |
3 |
First American Trust, Fsb |
3 |
Founders Financial Securities Llc |
3 |
Guardian Life Insurance Co Of America |
3 |
Yaupon Capital Management LP |
3 |
Ahrens Investment Partners LLC |
3 |
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF |
3 |
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV |
3 |
Goodnow Investment Group, Llc |
3 |
Whitener Capital Management, Inc. |
3 |
TRFM - ETF Series Solutions - AAM Transformers ETF |
3 |
Rheos Capital Works Inc. |
3 |
Delta Lloyd Asset Management N.v. |
3 |
Private Capital Management, LLC |
3 |
PBKIX - FundVantage Trust - Polen Bank Loan Fund Institutional Class |
3 |
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund |
3 |
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I |
3 |
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
3 |
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R |
3 |
Bridge City Capital, LLC |
3 |
Burgundy Asset Management Ltd. |
3 |
MONECO Advisors, LLC |
3 |
Private Advisors, LLC |
3 |
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
3 |
Edge Capital Group, LLC |
3 |
Cortina Funds, Inc. |
3 |
Aua Capital Management, Llc |
3 |
Axxcess Wealth Management, Llc |
3 |
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 |
3 |
Champlain Investment Partners, LLC |
3 |
EdgeRock Capital LLC |
3 |
Castle Wealth Management Llc |
3 |
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 |
3 |
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A |
3 |
DEHP - Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF |
3 |
Knuff & Co LLC |
3 |
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class |
3 |
Kentucky Retirement Systems Insurance Trust Fund |
3 |
MRND - IndexIQ ETF Trust - IQ U.S. Mid Cap R&D Leaders ETF |
3 |
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF |
3 |
Manchester Financial Inc |
3 |
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
3 |
Clarfeld Financial Advisors, Llc |
3 |
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A |
3 |
CFO4Life Group, LLC |
3 |
Covenant Partners, LLC |
3 |
Arbor Wealth Management, LLC |
3 |
Parkside Investments, LLC |
3 |
ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
3 |
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares |
3 |
FundVantage Trust - Polen Floating Rate Income ETF |
3 |
Kcl Capital, L.p. |
3 |
EHP Funds Inc. |
3 |
Arbor Capital Management Llc |
3 |
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class |
3 |
FTSAX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund A Shares |
3 |
Leeward Investments, LLC - MA |
3 |
Ridgewood Investments LLC |
3 |
FSC Wealth Advisors, LLC |
3 |
Cyrus J. Lawrence, LLC |
3 |
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
3 |
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF |
3 |
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
3 |
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L |
3 |
Surevest, LLC |
3 |
Artemis Wealth Advisors, LLC |
3 |
Doyle Wealth Management |
3 |
Serengeti Asset Management LP |
3 |
Brahman Capital Corp. |
3 |
Disciplined Growth Investors Inc /mn |
3 |
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR |
3 |
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
3 |
Twelve Points Wealth Management LLC |
3 |
City State Bank |
3 |
Ursa Fund Management, LLC |
3 |
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
3 |
High Income Opportunities Portfolio - High Income Opportunities Portfolio |
3 |
Villanova Investment Management Co LLC |
3 |
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
3 |
Israel Discount Bank Of New York /gfn |
3 |
Advent Claymore Convertible Securities & Income Fund Ii |
3 |
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z |
3 |
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I |
3 |
Ascent Group, LLC |
3 |
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio |
3 |
Nuveen Multi-Asset Income Fund |
3 |
Simplicity Wealth,LLC |
3 |
Timucuan Asset Management Inc/fl |
3 |
SAEF - SCHWAB STRATEGIC TRUST - Schwab Ariel ESG ETF |
3 |
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
3 |
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares |
3 |
Lincluden Management Ltd |
3 |
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A |
3 |
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A |
3 |
First Community Trust Na |
3 |
Bmt Investment Advisors |
3 |
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
3 |
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund |
3 |
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A |
3 |
Oppenheimer Discovery Mid Cap Growth Fund |
3 |
HIIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH High Income Fund Class A |
3 |
Opseu Pension Plan Trust Fund |
3 |
IFM Investors Pty Ltd |
3 |
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A |
3 |
Capital International Ltd /ca/ |
3 |
CMBEX - World Funds Trust - Curasset Capital Management Core Bond Fund Founders Class |
3 |
CTC Capital Management, LLC |
3 |
Sender Co & Partners, Inc. |
3 |
Whitefort Capital Management, LP |
3 |
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares |
3 |
New Millennium Group LLC |
3 |
Roosevelt Investment Group Llc |
3 |
Metis Global Partners, LLC |
3 |
Integrity Capital Management (HK) Ltd |
3 |
Difesa Capital Management, Lp |
3 |
Buckingham Strategic Partners |
3 |
Jag Capital Management, Llc |
3 |
Marco Investment Management Llc |
3 |
KLCM Advisors, Inc. |
3 |
Broadview Advisors Llc |
3 |
Jet Capital Investors L P |
3 |
Rock Point Advisors, LLC |
3 |
Amplius Wealth Advisors, LLC |
3 |
Barings Participation Investors |
3 |
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C |
3 |
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares |
3 |
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional |
3 |
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional |
3 |
GIIYX - GuideStone Funds - International Equity Index Fund Institutional |
3 |
Oppenheimer Main Street Mid Cap Fund |
3 |
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF |
3 |
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF |
3 |
Ivy High Income Opportunities Fund |
3 |
Ofi Carlyle Private Credit Fund |
3 |
Bank Of Nova Scotia Trust Co |
3 |
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I |
3 |
Ceros Financial Services Inc. |
3 |
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A |
3 |
Fundamentun, Llc |
3 |
WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class |
3 |
Nuveen Core Equity Alpha Fund |
3 |
Growth Portfolio |
3 |
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF |
3 |
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class |
3 |
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A |
3 |
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF |
3 |
Chesapeake Wealth Management |
3 |
Jafra Capital Management LP |
3 |
Turner Funds |
3 |
Varma Mutual Pension Insurance Co |
3 |
Gabelli Global Utility & Income Trust |
3 |
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF |
3 |
SIMS - SPDR SERIES TRUST - SPDR S&P Kensho Intelligent Structures ETF |
3 |
Chescapmanager LLC |
3 |
Zhang Financial LLC |
3 |
Impax Asset Management LTD |
3 |
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF |
3 |
Moloney Securities Asset Management, LLC |
3 |
Maso Capital Partners Ltd |
3 |
Western Standard LLC |
3 |
Oppenheimer Main Street Small Cap Fund |
3 |
STFBX - Advisers Investment Trust - State Farm Balanced Fund |
3 |
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
3 |
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF |
3 |
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A |
3 |
Rossmore Private Capital |
3 |
Studio Investment Management Llc |
3 |
Oppenheimer Global Multi-asset Income Fund |
3 |
Cox Capital Mgt LLC |
3 |
Flow Traders U.s. Llc |
3 |
Absolute Investment Advisers Llc |
3 |
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A |
3 |
Oppenheimer Master Loan Fund, Llc |
3 |
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF |
3 |
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF |
3 |
Courier Capital Llc |
3 |
Parsons Capital Management Inc/ri |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
3 |
Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
3 |
Signature Estate & Investment Advisors Llc |
3 |
Perennial Advisors, LLC |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
3 |
Hunting Hill Global Capital, LLC |
3 |
Federated Mdt Large Cap Value Fund |
3 |
WP Advisors, LLC |
3 |
Aberdeen Japan Equity Fund, Inc. |
3 |
Muhlenkamp & Co Inc |
3 |
DSPC - Collaborative Investment Series Trust - The De-SPAC ETF |
3 |
Enterprise Trust & Investment Co |
3 |
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF |
3 |
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS |
3 |
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A |
3 |
Greenwood Capital Associates Llc |
3 |
Century Capital Management Trust |
3 |
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB |
3 |
Balasa Dinverno & Foltz Llc |
3 |
Abbrea Capital, LLC |
3 |
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P |
3 |
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A |
3 |
Eisler Capital (UK) Ltd. |
3 |
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
3 |
Value Holdings Management Co. Llc |
3 |
Farmers & Merchants Trust Co of Chambersburg PA |
3 |
Cherry Creek Investment Advisors, Inc. |
3 |
ARIIX - AB INSTITUTIONAL FUNDS INC - AB Global Real Estate Investment Fund II Class I |
3 |
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA |
3 |
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares |
3 |
Rubric Capital Management LP |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class |
3 |
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares |
3 |
Hodges Capital Management Inc. |
3 |
Kohmann Bosshard Financial Services, LLC |
3 |
VVSGX - VALIC Co I - Small Cap Growth Fund |
3 |
Cowen Prime Services LLC |
3 |
MidWestOne Financial Group, Inc. |
3 |
Blackrock Floating Rate Income Trust |
3 |
United Fire Group Inc |
3 |
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares |
3 |
D L Carlson Investment Group Inc |
3 |
Soviero Asset Management, LP |
3 |
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF |
3 |
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
3 |
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
3 |
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class |
3 |
Stonehill Capital Management Llc |
3 |
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
3 |
Feis Lawrence Michael |
3 |
Chiron Investment Management, LLC |
3 |
Alpine Global Dynamic Dividend Fund |
3 |
Nuveen Global High Income Fund |
3 |
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 |
3 |
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 |
3 |
YA II PN, Ltd. |
3 |
Lavaca Capital Llc |
3 |
Norway Savings Bank |
3 |
Tectonic Advisors Llc |
3 |
Madison Investment Holdings Inc |
3 |
Chesley Taft & Associates LLC |
3 |
Littlejohn & Co Llc |
3 |
Gabelli Go Anywhere Trust |
3 |
Oneamerica Funds Inc |
3 |
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
3 |
Baldwin Investment Management, LLC |
3 |
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class |
3 |
Capitolis Advisors LLC |
3 |
Alaethes Wealth LLC |
3 |
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares |
3 |
Clearwater Capital Advisors, LLC |
3 |
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
3 |
Alta Capital Management Llc/ |
3 |
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A |
3 |
Legacy Wealth Asset Management, LLC |
3 |
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares |
3 |
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A |
3 |
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
3 |
Curi Wealth Management, LLC |
3 |
Baron Silver Stevens Financial Advisors, Llc |
3 |
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF |
3 |
Motley Fool Funds Trust |
3 |
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A |
3 |
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A |
3 |
Timelo Investment Management Inc. |
3 |
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A |
3 |
Paulson Wealth Management Inc. |
3 |
BOK Financial Private Wealth, Inc. |
3 |
DSTX - ETF Series Solutions - Distillate International Fundamental Stability & Value ETF |
3 |
SPCX - Collaborative Investment Series Trust - The SPAC and New Issue ETF |
3 |
Alpine Global Premier Properties Fund |
3 |
Clough Global Equity Fund |
3 |
Colonial River Wealth Management, LLC |
3 |
Alpine Total Dynamic Dividend Fund |
3 |
Urban Wealth Management, LLC |
3 |
Freedman Financial Associates, Inc. |
3 |
Merewether Investment Management, LP |
3 |
NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I |
3 |
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class |
3 |
Rakuten Investment Management, Inc. |
3 |
Northwest Bancshares, Inc. |
3 |
Ghisallo Capital Management LLC |
3 |
Bradley Foster & Sargent Inc/ct |
3 |
Heron Bay Capital Management |
3 |
Jones Road Capital Management, L.p. |
3 |
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
3 |
Tesco Pension Investment Ltd |
3 |
Resolute Advisors LLC |
3 |
Aip Series Trust |
3 |
Nkcfo Llc |
3 |
Curated Wealth Partners LLC |
3 |
Principle Wealth Partners Llc |
3 |
Distillate Capital Partners LLC |
3 |
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
3 |
Altus Wealth Group LLC |
3 |
Iron Park Capital Partners, LP |
3 |
Bck Capital Management Lp |
3 |
IAG Wealth Partners, LLC |
3 |
Amplify ETF Trust - Amplify AI Powered Equity ETF |
3 |
Annapolis Financial Services, LLC |
3 |
Busey Wealth Management |
3 |
Maj Invest Holding A/S |
3 |
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
3 |
Cypress Point Wealth Management, LLC |
3 |
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
3 |
San Luis Wealth Advisors LLC |
3 |
Ccm Investment Group, Llc |
3 |
Mizuho Markets Americas Llc |
3 |
West Financial Advisors, LLC |
3 |
McCarthy Asset Management, Inc. |
3 |
ROIS - Lattice Strategies Trust - Hartford Multifactor International Small Company ETF |
3 |
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class |
3 |
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund |
3 |
Bellwether Advisors, LLC |
3 |
Schwartz Investment Counsel Inc |
3 |
VFPIX - FundVantage Trust - Private Capital Management Value Fund Class I |
3 |
Oasis Management Co Ltd. |
3 |
ACVF - ETF Opportunities Trust - American Conservative Values ETF |
3 |
Nierenberg Investment Management Company, Inc. |
3 |
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y |
3 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
3 |
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y |
3 |
Tahithromos, L.L.C. |
3 |
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A |
3 |
Front Street Capital Management, Inc. |
3 |
IFC Holdings Incorporated/FL |
3 |
Bnc Wealth Management, Llc |
3 |
Wintrust Investments Llc |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I |
3 |
Lansdowne Partners (uk) Llp |
3 |
Hardy Reed LLC |
3 |
Planned Solutions, Inc. |
3 |
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
3 |
MKVHX - MFS SERIES TRUST X - MFS International Large Cap Value Fund R6 |
3 |
Holloway Wealth Management, LLC |
3 |
Allianz Se |
3 |
Manning & Napier Advisors Llc |
3 |
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T |
3 |
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
3 |
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF |
3 |
Sterneck Capital Management, LLC |
3 |
IFLO - Victory Portfolios II - VictoryShares International Free Cash Flow ETF |
3 |
Cloud Gate Capital, LLC |
3 |
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A |
3 |
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF |
3 |
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund |
3 |
Delphi Private Advisors LLC |
3 |
Jackson, Grant Investment Advisers, Inc. |
3 |
Roc Capital Management, L.P. |
3 |
LaSalle Street Capital Management, LLC |
3 |
Delek Group, Ltd. |
3 |
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF |
3 |
Kentucky Retirement Systems |
3 |
NuWave Investment Management, LLC |
3 |
Sentry Investment Management Llc |
3 |
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A |
3 |
Eagle Growth & Income Opportunities Fund |
3 |
Security National Trust Co |
3 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 |
3 |
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
3 |
Cbre Clarion Global Real Estate Income Fund |
3 |
Triad Wealth Partners, LLC |
3 |
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
3 |
PZVMX - ADVISORS SERIES TRUST - Pzena Mid Cap Value Fund Investor Class |
3 |
Miura Global Management, LLC |
3 |
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A |
3 |
LifePlan Financial Group, Inc |
3 |
Emerson Wealth Management, LLC |
3 |
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF |
3 |
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF |
3 |
Pacitti Group Inc. |
3 |
AIIQ - ETF Series Solutions - AI Powered International Equity ETF |
3 |
ROCKX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Equity Allocation Fund - Institutional Class Shares |
3 |
MML Series Investment Fund II - MML Special Situations Fund Class II |
3 |
Clough Capital Partners L P |
3 |
Forty4 Asset Management LLC |
3 |
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND |
3 |
Mountain Pacific Investment Advisers Inc/id |
3 |
Ksa Capital Management, Llc |
3 |
First Foundation Advisors |
3 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A |
3 |
Grandview Asset Management LLC |
3 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio |
3 |
TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class |
3 |
Beck Bode, LLC |
3 |
Hunter Perkins Capital Management, LLC |
3 |
ADVGX - North Square Investments Trust - North Square Advisory Research All Cap Value Fund Class I |
3 |
BlackRock ETF Trust II - BlackRock Total Return ETF |
3 |
GCINX - GREEN CENTURY FUNDS - Green Century MSCI International Index Fund Individual Investor Class |
3 |
Nuveen Nasdaq 100 Dynamic Overwrite Fund |
3 |
VFPAX - FundVantage Trust - Private Capital Management Value Fund Class A |
3 |
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S |
3 |
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund |
3 |
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
3 |
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A |
3 |
ZEOIX - Northern Lights Fund Trust - Zeo Short Duration Income Fund Class I |
3 |
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A |
3 |
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares |
3 |
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares |
3 |
Weik Capital Management |
3 |
COMMERCE FUNDS - The MidCap Value Fund Shares |
3 |
Accent Capital Management, LLC |
3 |
FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional |
3 |
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
3 |
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A |
3 |
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S |
3 |
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A |
3 |
Silverback Asset Management Llc |
3 |
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I |
3 |
Watershed Asset Management, L.L.C. |
3 |
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
3 |
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares |
3 |
Columbus Hill Capital Management, L.P. |
3 |
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class |
3 |
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class |
3 |
MISEX - Midas Series Trust - Midas Magic |
3 |
Creekmur Asset Management LLC |
3 |
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares |
3 |
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I |
3 |
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I |
3 |
Jackson Credit Opportunities Fund |
3 |
Trellus Management Company, LLC |
3 |
AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A |
3 |
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A |
3 |
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares |
3 |
FTZIX - Capitol Series Trust - Fuller & Thaler Behavioral Unconstrained Equity Fund Institutional Shares |
3 |
Loeb Offshore Management LP |
3 |
PGIM Credit Income Fund |
3 |
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E |
3 |
Triad Investment Management |
3 |
Catamount Wealth Management |
3 |
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF |
3 |
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund |
3 |
MFHVX - Advisors' Inner Circle Fund III - Mesirow Financial High Yield Fund Investor Shares |
3 |
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares |
3 |
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares |
3 |
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares |
3 |
Welch & Forbes Llc |
3 |
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A |
3 |
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A |
3 |
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares |
3 |
Voisard Asset Management Group, Inc. |
3 |
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A |
3 |