IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
294 |
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
273 |
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
251 |
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
233 |
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
231 |
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
224 |
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
223 |
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
222 |
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
201 |
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
200 |
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
188 |
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
183 |
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
178 |
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
172 |
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
162 |
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
160 |
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
159 |
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
158 |
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
157 |
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
157 |
MASTER BOND LLC - Master Total Return Portfolio |
152 |
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
151 |
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
141 |
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
140 |
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
139 |
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
138 |
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
136 |
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
134 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
133 |
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
133 |
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
131 |
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
125 |
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
124 |
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
121 |
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
119 |
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
119 |
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
118 |
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
117 |
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
116 |
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
115 |
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
114 |
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
114 |
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
113 |
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
113 |
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
111 |
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
110 |
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
110 |
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
110 |
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
110 |
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
109 |
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
109 |
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
109 |
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
109 |
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
108 |
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
108 |
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
108 |
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
106 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
105 |
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
104 |
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
104 |
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
104 |
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
102 |
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
102 |
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
101 |
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
101 |
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
100 |
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
100 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
99 |
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
99 |
Blackrock Corporate High Yield Fund, Inc. |
99 |
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
98 |
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
98 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
98 |
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
97 |
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
97 |
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
96 |
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
96 |
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
96 |
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
95 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
93 |
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
93 |
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
93 |
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
93 |
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
92 |
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
92 |
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
92 |
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
92 |
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
91 |
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
91 |
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
90 |
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
90 |
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
90 |
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
89 |
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
89 |
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
89 |
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
89 |
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
89 |
Blackrock Core Bond Trust |
88 |
Blackrock Credit Allocation Income Trust |
88 |
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
88 |
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
87 |
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
86 |
BRACX - Blackrock Allocation Target Shares - Bats Series C |
86 |
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
86 |
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
85 |
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
85 |
Pacer Advisors, Inc. |
85 |
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
85 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
85 |
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
84 |
Six Circles Trust - Six Circles Credit Opportunities Fund |
84 |
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
84 |
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
83 |
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
83 |
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
83 |
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
83 |
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
83 |
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
83 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
82 |
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
82 |
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
81 |
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
81 |
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
81 |
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
81 |
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
80 |
AHIVX - American Century Investment Trust - High Income Fund Investor Class |
80 |
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
80 |
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
80 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
79 |
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
79 |
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
79 |
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
75 |
Blackrock Multi-sector Income Trust |
75 |
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
75 |
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
75 |
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
75 |
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
74 |
Invesco Bond Fund |
74 |
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
74 |
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
74 |
Blackrock Ltd Duration Income Trust |
73 |
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
73 |
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
73 |
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
73 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
73 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
73 |
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
72 |
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
72 |
Nuveen Real Asset Income & Growth Fund |
72 |
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
72 |
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
71 |
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
71 |
Six Circles Trust - Six Circles Global Bond Fund |
71 |
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
71 |
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
71 |
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
71 |
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
71 |
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
71 |
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
71 |
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
69 |
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
69 |
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
69 |
NOBOX - Northern Funds - Northern Bond Index Fund |
69 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
68 |
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
67 |
Blackrock Debt Strategies Fund, Inc. |
67 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
67 |
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
67 |
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
67 |
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
67 |
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
66 |
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
66 |
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A |
66 |
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
66 |
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
65 |
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
64 |
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
64 |
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
64 |
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
64 |
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
64 |
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
64 |
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
64 |
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
64 |
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
63 |
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
63 |
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
63 |
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
62 |
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
62 |
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
62 |
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
62 |
Brookfield Real Assets Income Fund Inc. |
62 |
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
62 |
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
62 |
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
61 |
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
61 |
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
61 |
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
61 |
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
60 |
GGBFX - GuideStone Funds - Global Bond Fund Investor |
60 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
60 |
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
60 |
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
60 |
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
60 |
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
59 |
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
59 |
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
59 |
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
59 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
59 |
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
59 |
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
59 |
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
58 |
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
58 |
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
58 |
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
58 |
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
57 |
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
57 |
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
57 |
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
57 |
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
57 |
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
57 |
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
57 |
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
57 |
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
57 |
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
57 |
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
56 |
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
56 |
Jpmorgan Chase & Co |
56 |
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
56 |
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
56 |
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
56 |
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
56 |
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
56 |
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A |
56 |
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio |
56 |
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
56 |
PIMCO Energy & Tactical Credit Opportunities Fund |
56 |
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
55 |
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
55 |
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
55 |
Citigroup Inc |
55 |
Wells Fargo & Company/mn |
55 |
Bank Of America Corp /de/ |
55 |
Morgan Stanley |
55 |
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
55 |
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
55 |
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
55 |
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
55 |
Deutsche Bank Ag\ |
54 |
Citadel Advisors Llc |
54 |
Royal Bank Of Canada |
54 |
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
54 |
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF |
54 |
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
54 |
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
54 |
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
54 |
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
54 |
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
54 |
Alliancebernstein Global High Income Fund Inc |
54 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
54 |
Goldman Sachs Group Inc |
54 |
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
54 |
Credit Suisse Ag/ |
53 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
53 |
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I |
53 |
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund |
53 |
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
53 |
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
53 |
Barclays Plc |
53 |
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
53 |
XHYE - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Energy Sector ETF |
53 |
Neuberger Berman High Yield Strategies Fund Inc. |
53 |
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
53 |
Susquehanna International Group, Llp |
53 |
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
53 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
53 |
Versus Capital Real Assets Fund Llc |
53 |
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
52 |
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
52 |
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
52 |
UBS Group AG |
52 |
Tower Research Capital LLC (TRC) |
52 |
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
52 |
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF |
52 |
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
52 |
Group One Trading, L.p. |
52 |
Invesco Ltd. |
52 |
USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
52 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
52 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
52 |
Dnp Select Income Fund Inc |
51 |
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF |
51 |
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
51 |
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
51 |
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
51 |
Pnc Financial Services Group, Inc. |
51 |
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
51 |
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
51 |
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
51 |
Creative Planning |
51 |
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
51 |
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
51 |
Renaissance Technologies Llc |
50 |
Simplex Trading, Llc |
50 |
ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
50 |
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
50 |
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
50 |
Advanced Series Trust - Ast High Yield Portfolio |
50 |
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
50 |
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
50 |
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
50 |
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
49 |
American International Group, Inc. |
49 |
SG Americas Securities, LLC |
49 |
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
49 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
49 |
Northern Trust Corp |
49 |
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
49 |
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A |
49 |
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
49 |
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
49 |
CIBC Private Wealth Group, LLC |
49 |
Kayne Anderson Capital Advisors Lp |
49 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
48 |
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
48 |
Manufacturers Life Insurance Company, The |
48 |
Bnp Paribas Arbitrage, Sa |
48 |
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
48 |
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
48 |
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
48 |
John Hancock Income Securities Trust |
48 |
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio |
48 |
Brookfield Asset Management Inc. |
48 |
Fmr Llc |
48 |
Guggenheim Capital Llc |
48 |
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
48 |
Eaton Vance Ltd Duration Income Fund |
48 |
Jane Street Group, Llc |
48 |
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
48 |
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
48 |
State Street Corp |
47 |
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
47 |
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
47 |
Bank Of Montreal /can/ |
47 |
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I |
47 |
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
47 |
Us Bancorp \de\ |
47 |
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
47 |
Kayne Anderson Midstream/energy Fund, Inc. |
47 |
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
47 |
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
47 |
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
47 |
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
47 |
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares |
47 |
Cohen & Steers, Inc. |
46 |
Ameriprise Financial Inc |
46 |
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
46 |
Raymond James & Associates |
46 |
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund |
46 |
BlackRock ETF Trust II - BlackRock Total Return ETF |
46 |
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
46 |
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
46 |
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
46 |
Clearbridge Investments, LLC |
46 |
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
46 |
Bank of New York Mellon Corp |
46 |
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
46 |
Tortoise Capital Advisors, L.l.c. |
46 |
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
46 |
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
46 |
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
46 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
46 |
Neuberger Berman Group LLC |
46 |
Kayne Anderson Mlp Investment Co |
46 |
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
45 |
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
45 |
First Trust Advisors Lp |
45 |
California Public Employees Retirement System |
45 |
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
45 |
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
45 |
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
45 |
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
45 |
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
45 |
Ladenburg Thalmann Financial Services Inc |
45 |
Cushing Asset Management, Lp |
45 |
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
45 |
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
45 |
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund |
45 |
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
45 |
Eagle Global Advisors Llc |
45 |
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I |
45 |
Parallax Volatility Advisers, L.P. |
45 |
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
45 |
PEAK6 Investments, L.P. |
45 |
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
45 |
Nuveen Asset Management, LLC |
45 |
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
45 |
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
45 |
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
45 |
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
45 |
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A |
44 |
Raymond James Financial Services Advisors, Inc. |
44 |
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
44 |
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
44 |
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
44 |
Gsa Capital Partners Llp |
44 |
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
44 |
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
44 |
Stifel Financial Corp |
44 |
Wells Fargo Multi-sector Income Fund |
44 |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
44 |
Walleye Trading LLC |
44 |
Bessemer Group Inc |
44 |
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
44 |
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
44 |
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
44 |
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
44 |
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
44 |
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
43 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
43 |
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
43 |
Kcg Holdings, Inc. |
43 |
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
43 |
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
43 |
BlackRock, Inc. |
43 |
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
43 |
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio |
43 |
Alps Advisors Inc |
43 |
Salient Capital Advisors, LLC |
43 |
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
43 |
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
43 |
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
43 |
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
43 |
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
43 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
43 |
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
43 |
Oppenheimer Funds Inc |
43 |
Fifth Third Bancorp |
43 |
Millennium Management Llc |
42 |
IFP Advisors, Inc |
42 |
HighTower Advisors, LLC |
42 |
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
42 |
Glenmede Trust Co Na |
42 |
HITE Hedge Asset Management LLC |
42 |
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
42 |
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
42 |
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
42 |
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
42 |
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
42 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
42 |
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
42 |
Harvest Fund Advisors LLC |
42 |
BlackRock ETF Trust II - BlackRock Flexible Income ETF |
42 |
LPL Financial LLC |
42 |
Alliancebernstein L.p. |
42 |
Advisors Asset Management, Inc. |
42 |
Ing Groep Nv |
42 |
Wells Fargo Utilities & High Income Fund |
42 |
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
41 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class |
41 |
Cutler Group LP |
41 |
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
41 |
Cohen & Steers Mlp Income & Energy Opportunity Fund |
41 |
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
41 |
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
41 |
BlackRock Credit Strategies Fund |
41 |
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
41 |
Advisory Research Inc |
41 |
Western Asset Investment Grade Defined Opportunity Trust Inc. |
41 |
Global Income Builder Portfolio - Global Income Builder Portfolio |
41 |
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
41 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
41 |
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
41 |
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
41 |
Virtu Financial LLC |
41 |
Advisor Group, Inc. |
41 |
Global X Management CO LLC |
41 |
Wolverine Trading, Llc |
41 |
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional |
41 |
Duff & Phelps Investment Management Co |
40 |
Tortoise Index Solutions, LLC |
40 |
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund |
40 |
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
40 |
Jennison Associates Llc |
40 |
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
40 |
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
40 |
VCBDX - VALIC Co I - Core Bond Fund |
40 |
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
40 |
Wells Fargo Income Opportunities Fund |
40 |
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
40 |
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
40 |
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
40 |
Spirit Of America Management Corp/ny |
40 |
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
40 |
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
40 |
FEDERATED CORE TRUST - High Yield Bond Portfolio |
40 |
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
40 |
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
40 |
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
40 |
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A |
40 |
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
40 |
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
40 |
Fort Washington Investment Advisors Inc /oh/ |
40 |
JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
40 |
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
39 |
JNL SERIES TRUST - JNL Bond Index Fund (I) |
39 |
Northwestern Mutual Wealth Management Co |
39 |
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
39 |
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
39 |
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF |
39 |
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
39 |
Janney Montgomery Scott LLC |
39 |
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
39 |
Hsbc Holdings Plc |
39 |
Balyasny Asset Management Llc |
39 |
Westwood Holdings Group Inc |
39 |
First Horizon Advisors, Inc. |
39 |
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
39 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
39 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
39 |
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
39 |
Virtus Global Dividend & Income Fund Inc. |
39 |
Driehaus Capital Management Llc |
39 |
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
39 |
Highlander Capital Management, LLC |
39 |
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
39 |
Prelude Capital Management, Llc |
39 |
PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
38 |
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
38 |
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
38 |
Allianz Asset Management GmbH |
38 |
Jefferies Group LLC |
38 |
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. |
38 |
NEXT Financial Group, Inc |
38 |
Wells Fargo Global Dividend Opportunity Fund |
38 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
38 |
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
38 |
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV |
38 |
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF |
38 |
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
38 |
Advisory Services Network, LLC |
38 |
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund |
38 |
Marshall Wace, Llp |
38 |
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
38 |
Cushing Mlp Total Return Fund |
38 |
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
38 |
Proequities, Inc. |
38 |
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
37 |
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF |
37 |
Western Asset Global High Income Fund Inc. |
37 |
Quantbot Technologies LP |
37 |
Spot Trading L.L.C |
37 |
Clear Street Markets Llc |
37 |
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I |
37 |
HAP Trading, LLC |
37 |
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
37 |
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
37 |
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares |
37 |
TPH Asset Management, LLC |
37 |
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund |
37 |
Tortoise Power & Energy Infrastructure Fund Inc |
37 |
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
37 |
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
37 |
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A |
37 |
Mariner, LLC |
37 |
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
37 |
Castleark Management Llc |
37 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
37 |
Envestnet Asset Management Inc |
37 |
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A |
37 |
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
37 |
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
37 |
CENTRAL TRUST Co |
37 |
Panagora Asset Management Inc |
36 |
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
36 |
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
36 |
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
36 |
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
36 |
Center Coast Capital Advisors, LP |
36 |
Marshall Wace North America L.P. |
36 |
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
36 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
36 |
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
36 |
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I |
36 |
Steward Partners Investment Advisory, Llc |
36 |
Geode Capital Management, Llc |
36 |
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
36 |
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
36 |
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
36 |
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
36 |
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
36 |
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) |
36 |
Mfs Multimarket Income Trust |
36 |
First Republic Investment Management, Inc. |
36 |
PPM Funds - PPM High Yield Core Fund (Inst) |
36 |
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
36 |
M&t Bank Corp |
36 |
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
36 |
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A |
36 |
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund |
36 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
36 |
Texas Yale Capital Corp. |
36 |
Sei Investments Co |
36 |
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
36 |
Blackstone Group Inc |
36 |
National Asset Management, Inc. |
36 |
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
36 |
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
36 |
Metropolitan Life Insurance Co/ny |
35 |
MetLife Securities, Inc |
35 |
Ancora Advisors, LLC |
35 |
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
35 |
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
35 |
Van Eck Associates Corp |
35 |
Oppenheimer & Co Inc |
35 |
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
35 |
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
35 |
Western Asset Income Fund |
35 |
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
35 |
Western Asset Premier Bond Fund |
35 |
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
35 |
Acrospire Investment Management LLC |
35 |
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
35 |
Barings Llc |
35 |
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
35 |
Arrowstreet Capital, Limited Partnership |
35 |
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
35 |
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV |
35 |
Huntington National Bank |
35 |
Ubs Ag |
35 |
PIMCO FUNDS - PIMCO Sector Fund Series - I |
35 |
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
35 |
Wunderlich Securities, Inc. |
35 |
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
34 |
Miller Howard Investments Inc /ny |
34 |
High Income Opportunities Portfolio - High Income Opportunities Portfolio |
34 |
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) |
34 |
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
34 |
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
34 |
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
34 |
Russell Investments Group, Ltd. |
34 |
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
34 |
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund |
34 |
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
34 |
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A |
34 |
Magnetar Financial LLC |
34 |
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
34 |
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A |
34 |
Liberty Mutual Group Asset Management Inc. |
34 |
Parametric Portfolio Associates Llc |
34 |
Bokf, Na |
34 |
Principal Funds Inc |
34 |
Mfs Charter Income Trust |
34 |
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
34 |
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
34 |
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
34 |
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
34 |
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
34 |
Brookfield Infrastructure Income Fund Inc. |
34 |
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
34 |
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
34 |
Cohen & Steers Infrastructure Fund Inc |
34 |
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares |
34 |
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
34 |
Wellington Management Group Llp |
34 |
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
34 |
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
34 |
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
34 |
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
34 |
Western Asset High Income Opportunity Fund Inc. |
34 |
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
33 |
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
33 |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
33 |
Aqr Capital Management Llc |
33 |
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
33 |
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
33 |
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A |
33 |
MAI Capital Management |
33 |
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio |
33 |
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio |
33 |
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
33 |
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
33 |
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
33 |
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
33 |
D.a. Davidson & Co. |
33 |
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
33 |
Lee Financial Co |
33 |
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
33 |
Western Asset High Income Fund Ii Inc. |
33 |
Captrust Financial Advisors |
33 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
33 |
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
33 |
Montage Managers Trust |
33 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio |
33 |
Energy Income Partners, LLC |
33 |
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I |
33 |
AMP Capital Investors Ltd |
33 |
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
33 |
Catalyst Capital Advisors LLC |
33 |
Invesco High Income Trust Ii |
33 |
Cbre Clarion Securities Llc |
33 |
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
33 |
Dividend Asset Capital, Llc |
33 |
AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
33 |
Western Asset High Yield Defined Opportunity Fund Inc. |
32 |
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
32 |
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
32 |
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class |
32 |
Northwestern Mutual Investment Management Company, Llc |
32 |
WFG Advisors, LP |
32 |
Clearbridge Energy Mlp Opportunity Fund Inc. |
32 |
TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
32 |
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
32 |
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
32 |
New America High Income Fund Inc |
32 |
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF |
32 |
Cwm, Llc |
32 |
Usca Ria Llc |
32 |
Franklin Resources Inc |
32 |
Chicago Partners Investment Group LLC |
32 |
Regions Financial Corp |
32 |
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
32 |
VCSBX - VALIC Co II - Strategic Bond Fund |
32 |
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
32 |
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
32 |
Sumitomo Mitsui Trust Holdings, Inc. |
32 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio |
32 |
Cambridge Investment Research Advisors, Inc. |
32 |
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
32 |
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
32 |
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
32 |
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
32 |
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) |
32 |
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
32 |
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
32 |
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
32 |
Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
32 |
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
32 |
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV |
32 |
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
31 |
Natixis |
31 |
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
31 |
Global Endowment Management, LP |
31 |
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
31 |
Nomura Asset Management Co Ltd |
31 |
Fs Credit Income Fund |
31 |
Mirae Asset Global Investments Co., Ltd. |
31 |
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
31 |
Western Asset Global Corporate Defined Opportunity Fund Inc. |
31 |
Quadrant Capital Group Llc |
31 |
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
31 |
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
31 |
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
31 |
Toronto Dominion Bank |
31 |
Rafferty Asset Management, LLC |
31 |
Calamos Strategic Total Return Fund |
31 |
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I |
31 |
First Manhattan Co |
31 |
Clearbridge Energy Mlp Total Return Fund Inc. |
31 |
Advisor Group Holdings, Inc. |
31 |
Zimmer Partners, LP |
31 |
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
31 |
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
31 |
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
31 |
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
31 |
Parkside Financial Bank & Trust |
31 |
Global X Funds |
31 |
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
31 |
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
31 |
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
31 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
31 |
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
31 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
31 |
Clinton Group Inc |
31 |
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
31 |
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
31 |
Benjamin F. Edwards & Company, Inc. |
31 |
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
31 |
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio |
31 |
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
31 |
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
31 |
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
31 |
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares |
30 |
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A |
30 |
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
30 |
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio |
30 |
Blair William & Co/il |
30 |
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
30 |
Two Sigma Securities, Llc |
30 |
Bluefin Trading, LLC |
30 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
30 |
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
30 |
Yorkville Capital Management, Llc |
30 |
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF |
30 |
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional |
30 |
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
30 |
Truist Financial Corp |
30 |
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
30 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
30 |
Securian Asset Management, Inc |
30 |
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
30 |
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
30 |
Mason Street Advisors, Llc |
30 |
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
30 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
30 |
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
30 |
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
30 |
Landscape Capital Management, L.l.c. |
30 |
Stratos Wealth Partners, LTD. |
30 |
Winslow, Evans & Crocker, Inc. |
30 |
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
30 |
GWM Advisors LLC |
30 |
Pinnacle Holdings, LLC |
30 |
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
30 |
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
30 |
Massachusetts Financial Services Co /ma/ |
30 |
Penserra Capital Management LLC |
30 |
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
30 |
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
30 |
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF |
30 |
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
30 |
Proficio Capital Partners LLC |
30 |
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares |
30 |
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares |
30 |
Howe & Rusling Inc |
30 |
BlackRock Investment Management, LLC |
30 |
Russell Frank Co/ |
30 |
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A |
30 |
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
30 |
Goldman Sachs Mlp & Energy Renaissance Fund |
30 |
JIHDX - John Hancock Funds II - High Yield Fund Class 1 |
30 |
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
30 |
Veritable, L.P. |
29 |
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
29 |
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
29 |
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
29 |
MUFG Americas Holdings Corp |
29 |
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
29 |
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
29 |
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
29 |
Cnh Partners Llc |
29 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
29 |
Chickasaw Capital Management Llc |
29 |
Brown Brothers Harriman & Co |
29 |
Solaris Asset Management Llc |
29 |
Clearbridge Energy Mlp Fund Inc. |
29 |
PTWAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM JENNISON 20/20 FOCUS FUND Class A |
29 |
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
29 |
Weiss Multi-Strategy Advisers LLC |
29 |
Salient Midstream & Mlp Fund |
29 |
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
29 |
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
29 |
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
29 |
CIBC Asset Management Inc |
29 |
Evergreen Capital Management Llc |
29 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
29 |
Center Coast Mlp & Infrastructure Fund |
29 |
Wedbush Securities Inc |
29 |
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
29 |
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
29 |
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
29 |
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
29 |
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
29 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
29 |
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
29 |
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
29 |
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
29 |
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF |
29 |
Stephens Inc /ar/ |
29 |
BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A |
29 |
PEAK6 Investments LLC |
29 |
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
29 |
Private Advisor Group, LLC |
29 |
Brookstone Capital Management |
29 |
Acadian Asset Management Llc |
29 |
Advanced Series Trust - Ast Advanced Strategies Portfolio |
29 |
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
29 |
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
29 |
VCCBX - VALIC Co II - Core Bond Fund |
29 |
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
28 |
American Century Companies Inc |
28 |
Tortoise Mlp Fund, Inc. |
28 |
Virtus ETF Advisers LLC |
28 |
Parallel Advisors, LLC |
28 |
Nomura Holdings Inc |
28 |
Rockefeller Capital Management L.P. |
28 |
Avalon Advisors, Llc |
28 |
State of New Jersey Common Pension Fund D |
28 |
Oppenheimer Steelpath Mlp Funds Trust |
28 |
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class |
28 |
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A |
28 |
Enterprise Financial Services Corp |
28 |
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
28 |
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A |
28 |
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
28 |
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
28 |
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
28 |
FundVantage Trust - Verplanck Balanced Fund |
28 |
Signaturefd, Llc |
28 |
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV |
28 |
Kayne Anderson Energy Total Return Fund, Inc. |
28 |
Hrt Financial Lp |
28 |
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
28 |
Susquehanna Fundamental Investments, Llc |
28 |
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class |
28 |
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
28 |
INFIX - Managed Portfolio Series - Tortoise MLP & Energy Income Fund Institutional Class Shares |
28 |
Comerica Bank |
28 |
MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
28 |
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
28 |
Insight Select Income Fund |
28 |
Tortoise Energy Infrastructure Corp |
28 |
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
28 |
Sonora Investment Management, LLC |
28 |
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M |
28 |
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF |
28 |
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
28 |
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares |
28 |
Diversified Trust Co |
28 |
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
28 |
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A |
28 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
28 |
Duff & Phelps Select Energy Mlp Fund Inc. |
28 |
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
28 |
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
28 |
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
28 |
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
28 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
27 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
27 |
Alpine Global Management, LLC |
27 |
Goldman Sachs Mlp Income Opportunities Fund |
27 |
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
27 |
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
27 |
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
27 |
Keybank National Association/oh |
27 |
Nbw Capital Llc |
27 |
Commonwealth Equity Services, Inc |
27 |
Nuveen Energy Mlp Total Return Fund |
27 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
27 |
Cincinnati Insurance Co |
27 |
United Capital Financial Advisers, Llc |
27 |
OMERS ADMINISTRATION Corp |
27 |
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
27 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I |
27 |
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T |
27 |
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
27 |
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M |
27 |
VCAAX - VALIC Co I - Asset Allocation Fund |
27 |
First Trust High Income Long/short Fund |
27 |
MLPPX - Managed Portfolio Series - Tortoise MLP & Energy Infrastructure Fund Institutional Class Shares |
27 |
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
27 |
Dreyfus High Yield Strategies Fund |
27 |
Brown Advisory Inc |
27 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
27 |
Putnam Premier Income Trust |
27 |
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
27 |
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E |
27 |
Perella Weinberg Partners Capital Management LP |
27 |
Whittier Trust Co |
27 |
Seacrest Wealth Management, Llc |
27 |
Ameritas Investment Partners, Inc. |
27 |
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class |
27 |
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
27 |
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF |
27 |
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
27 |
Macquarie Group Ltd |
27 |
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
27 |
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
27 |
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
26 |
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
26 |
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
26 |
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV |
26 |
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional |
26 |
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
26 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
26 |
Pioneer High Income Trust |
26 |
FDx Advisors, Inc. |
26 |
Prudential Short Duration High Yield Fund, Inc. |
26 |
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
26 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
26 |
Css Llc/il |
26 |
Salient MF Trust |
26 |
Global Retirement Partners, LLC |
26 |
Cetera Advisor Networks LLC |
26 |
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
26 |
Westport Resources Management Inc |
26 |
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A |
26 |
Municipal Employees' Retirement System of Michigan |
26 |
GFS Advisors, LLC |
26 |
Mfs Intermediate High Income Fund |
26 |
Mfs Special Value Trust |
26 |
TCI Wealth Advisors, Inc. |
26 |
RR Advisors, LLC |
26 |
Tiedemann Advisors, Llc |
26 |
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
26 |
Gradient Investments LLC |
26 |
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
26 |
STFBX - Advisers Investment Trust - State Farm Balanced Fund |
26 |
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
26 |
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
26 |
Infrastructure Capital Advisors, Llc |
26 |
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
26 |
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
26 |
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
26 |
Quadrature Capital Ltd |
26 |
Wealthspire Advisors, L.P. |
26 |
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF |
26 |
Icon Wealth Partners, LLC |
26 |
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
26 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
26 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
26 |
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
26 |
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class |
26 |
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF |
26 |
Highland Capital Management Lp |
26 |
Claymore Exchange-traded Fund Trust |
26 |
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
26 |
Pathstone Family Office, Llc |
26 |
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
26 |
American Portfolios Advisors |
26 |
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
26 |
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
26 |
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard |
26 |
Verition Fund Management LLC |
26 |
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
26 |
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
26 |
Fox Run Management, L.l.c. |
26 |
Financial Architects, Inc |
26 |
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
26 |
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
26 |
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I |
26 |
Linscomb & Williams, Inc. |
26 |
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class |
26 |
John Hancock Hedged Equity & Income Fund |
26 |
Teacher Retirement System Of Texas |
26 |
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
26 |
Carroll Financial Associates, Inc. |
26 |
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
26 |
HighTower Trust Services, LTA |
26 |
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
26 |
Oppenheimer Asset Management Inc. |
26 |
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
26 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
26 |
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
26 |
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
26 |
Cetera Investment Advisers |
25 |
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
25 |
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
25 |
Tortoise Pipeline & Energy Fund, Inc. |
25 |
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 |
25 |
Commonwealth Equity Services, Llc |
25 |
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
25 |
Sunbelt Securities, Inc. |
25 |
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
25 |
BlackRock Advisors LLC |
25 |
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
25 |
Bollard Group LLC |
25 |
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
25 |
Hollencrest Capital Management |
25 |
Kayne Anderson Energy Development Co |
25 |
Tcw Strategic Income Fund Inc |
25 |
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
25 |
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
25 |
Cresset Asset Management, LLC |
25 |
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
25 |
Jane Street Holding, LLC |
25 |
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
25 |
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class |
25 |
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
25 |
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
25 |
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I |
25 |
Wolverine Asset Management Llc |
25 |
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund |
25 |
Suntrust Banks Inc |
25 |
Edge Advisors, Llc |
25 |
Private Trust Co Na |
25 |
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. |
25 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
25 |
Fiduciary/claymore Mlp Opportunity Fund |
25 |
Fieldpoint Private Securities, LLC |
25 |
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
25 |
Commonwealth Bank Of Australia |
25 |
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio |
25 |
FineMark National Bank & Trust |
25 |
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
25 |
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I |
25 |
Nuveen Multi-Asset Income Fund |
25 |
Pointe Capital Management LLC |
25 |
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
25 |
Castleton Investment Management LLC |
25 |
BP Capital Fund Advisors, LLC |
25 |
Agf Investments Inc. |
25 |
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
25 |
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C |
25 |
Green Square Capital Advisors Llc |
25 |
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
25 |
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
24 |
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A |
24 |
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
24 |
Balentine LLC |
24 |
Moors & Cabot, Inc. |
24 |
Homrich & Berg |
24 |
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
24 |
FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF |
24 |
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio |
24 |
FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A |
24 |
Cetera Advisors LLC |
24 |
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
24 |
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
24 |
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
24 |
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
24 |
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
24 |
Tocqueville Asset Management L.p. |
24 |
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
24 |
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio |
24 |
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
24 |
Thrivent Financial For Lutherans |
24 |
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A |
24 |
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
24 |
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
24 |
Clearbridge American Energy Mlp Fund Inc. |
24 |
Hirtle Callaghan & Co LLC |
24 |
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
24 |
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 |
24 |
MML Series Investment Fund II - MML High Yield Fund Class II |
24 |
BRASX - Blackrock Allocation Target Shares - Bats Series S |
24 |
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
24 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
24 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
24 |
VHYLX - VALIC Co I - High Yield Bond Fund |
24 |
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
24 |
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
24 |
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund |
24 |
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
24 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
24 |
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
24 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
24 |
Ubs Asset Management Americas Inc |
24 |
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF |
24 |
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
24 |
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
24 |
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund |
24 |
Index Management Solutions, LLC |
24 |
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A |
24 |
Bb&t Securities, Llc |
24 |
Summit Trail Advisors, Llc |
24 |
Cohen & Steers Capital Management Inc |
24 |
Heronetta Management, L.P. |
24 |
Conning Inc. |
24 |
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class |
24 |
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF |
24 |
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. |
24 |
Vident Investment Advisory, LLC |
24 |
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
24 |
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares |
24 |
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
23 |
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
23 |
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
23 |
Salem Investment Counselors Inc |
23 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
23 |
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF |
23 |
Whittier Trust Co Of Nevada Inc |
23 |
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
23 |
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund |
23 |
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
23 |
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class |
23 |
Kanaly Trust Co |
23 |
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
23 |
Financial Management Professionals, Inc. |
23 |
Nine Chapters Capital Management LLC |
23 |
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A |
23 |
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
23 |
Estabrook Capital Management |
23 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
23 |
MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
23 |
Putnam Master Intermediate Income Trust |
23 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
23 |
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F |
23 |
MetLife Investment Management, LLC |
23 |
San Francisco Sentry Investment Group (ca) |
23 |
Sandy Spring Bank |
23 |
Baldwin Brothers Inc/ma |
23 |
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
23 |
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
23 |
Versus Capital Infrastructure Income Fund |
23 |
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF |
23 |
Barnett & Company, Inc. |
23 |
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
23 |
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund |
23 |
Franklin Templeton ETF Trust - Western Asset Bond ETF |
23 |
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
23 |
Glassman Wealth Services |
23 |
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund |
23 |
Rational Advisors Llc |
23 |
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA |
23 |
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
23 |
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
23 |
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
23 |
John Hancock Investors Trust |
23 |
Qube Research & Technologies Ltd |
23 |
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z |
23 |
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
23 |
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A |
23 |
First Trust Intermediate Duration Preferred & Income Fund |
23 |
Schonfeld Strategic Advisors LLC |
23 |
Evercore Wealth Management, LLC |
23 |
Neuberger Berman Mlp Income Fund Inc. |
23 |
Samson Capital Management, LLC |
23 |
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
23 |
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
23 |
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
23 |
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
23 |
National Planning Corp |
23 |
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
23 |
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
23 |
MLPEX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Select 40 Fund Class C |
22 |
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV |
22 |
Ballentine Partners, LLC |
22 |
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
22 |
Capital Guardian Trust Co |
22 |
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A |
22 |
Botty Investors LLC |
22 |
Water Island Capital Llc |
22 |
Gabelli Funds Llc |
22 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
22 |
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
22 |
Tiaa-cref Funds |
22 |
Point72 Asset Management, L.P. |
22 |
Farmers & Merchants Investments Inc |
22 |
GLPAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares |
22 |
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio |
22 |
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class |
22 |
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
22 |
Level Four Advisory Services, Llc |
22 |
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
22 |
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
22 |
PACIFIC SELECT FUND - Core Income Portfolio Class I |
22 |
JNBA Financial Advisors |
22 |
Walleye Capital LLC |
22 |
Prospera Financial Services Inc |
22 |
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I |
22 |
Squar Milner Financial Services Llc |
22 |
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
22 |
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A |
22 |
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares |
22 |
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
22 |
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
22 |
Moneta Group Investment Advisors Llc |
22 |
Hudson Bay Capital Management LP |
22 |
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional |
22 |
Silvercrest Asset Management Group Llc |
22 |
Spot Trading L.l.c. |
22 |
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
22 |
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
22 |
Eaton Vance Management |
22 |
University Of Texas/texas Am Investment Managment Co |
22 |
Manchester Capital Management LLC |
22 |
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund |
22 |
Calamos Convertible & High Income Fund |
22 |
Calamos Convertible Opportunities & Income Fund |
22 |
Allworth Financial LP |
22 |
Jones Financial Companies Lllp |
22 |
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
22 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
22 |
Mosaic Family Wealth, LLC |
22 |
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
22 |
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
22 |
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
22 |
Reilly Financial Advisors, Llc |
22 |
Boston Private Wealth Llc |
22 |
Calamos Long/Short Equity & Dynamic Income Trust |
22 |
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
22 |
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
22 |
Rhumbline Advisers |
22 |
First Allied Advisory Services, Inc. |
22 |
Country Club Trust Company, n.a. |
22 |
Burnham Asset Management Corp /ny/ |
22 |
Nuveen All Cap Energy Mlp Opportunities Fund |
22 |
Plante Moran Financial Advisors, LLC |
22 |
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
22 |
Boston Income Portfolio - Boston Income Portfolio |
22 |
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
22 |
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
22 |
Pinnacle Summer Investments, Inc. |
22 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I |
22 |
State Of Wisconsin Investment Board |
22 |
Institutional & Family Asset Management, Llc |
22 |
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class |
21 |
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
21 |
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio |
21 |
Optimum Investment Advisors |
21 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
21 |
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
21 |
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
21 |
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional |
21 |
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
21 |
Shapiro Robert N |
21 |
Aberdeen Global Income Fund Inc |
21 |
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund |
21 |
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
21 |
Alyeska Investment Group, L.P. |
21 |
Avestar Capital, LLC |
21 |
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
21 |
HSBC FUNDS - HSBC Strategic Income Fund Class A |
21 |
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
21 |
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A |
21 |
Integral Derivatives, LLC |
21 |
TPYP - Managed Portfolio Series - Tortoise North American Pipeline Fund |
21 |
Green Arrow Capital Management Llc |
21 |
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y |
21 |
Freestone Capital Holdings, LLC |
21 |
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class |
21 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
21 |
Pin Oak Investment Advisors Inc |
21 |
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
21 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service |
21 |
Belmont Global Advisors, Inc. |
21 |
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
21 |
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund |
21 |
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
21 |
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
21 |
Thompson Davis & Co., Inc. |
21 |
Jump Financial, LLC |
21 |
Lazard Asset Management Llc |
21 |
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
21 |
Jnl Series Trust - Jnl/crescent High Income Fund (a) |
21 |
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III |
21 |
Delaware Enhanced Global Dividend & Income Fund |
21 |
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF |
21 |
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A |
21 |
SUB - iSHARES TRUST - iShares Short-Term National Muni Bond ETF |
21 |
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
21 |
Umb Bank N A/mo |
21 |
Americafirst Capital Management, Llc |
21 |
IMA Wealth, Inc. |
21 |
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares |
21 |
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
21 |
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
21 |
Calamos Global Total Return Fund |
21 |
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio |
21 |
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
21 |
Caption Management, LLC |
21 |
Calamos Global Dynamic Income Fund |
21 |
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
21 |
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
21 |
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF |
21 |
Janney Capital Management LLC |
21 |
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF |
21 |
Public Employees Retirement System Of Ohio |
21 |
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund |
21 |
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
21 |
Oppenheimer Variable Account Funds |
21 |
Calamos Dynamic Convertible & Income Fund |
21 |
Commerzbank Aktiengesellschaft /fi |
21 |
Rockefeller Financial Services Inc |
21 |
Duff & Phelps Global Utility Income Fund Inc. |
21 |
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
21 |
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C |
21 |
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
21 |
Massmutual Trust Co Fsb/adv |
21 |
PIMCO FUNDS - PIMCO Short Asset Portfolio |
21 |
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares |
21 |
Williams Jones & Associates LLC |
21 |
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
21 |
Oxbow Advisors, LLC |
21 |
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund |
20 |
Heritage Wealth Advisors |
20 |
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF |
20 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
20 |
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I |
20 |
Airain ltd |
20 |
SMAPX - Salient MF Trust - Salient MLP & Energy Infrastructure Fund Class A |
20 |
FPFD - FIDELITY COVINGTON TRUST - Fidelity Preferred Securities & Income ETF |
20 |
Sanctuary Wealth Advisors, LLC |
20 |
Brookfield Global Listed Infrastructure Income Fund Inc. |
20 |
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
20 |
MHITX - MFS SERIES TRUST III - MFS High Income Fund A |
20 |
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares |
20 |
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
20 |
Oxford Asset Management Llp |
20 |
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
20 |
Cadence Capital Management Llc |
20 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
20 |
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class |
20 |
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
20 |
Deere & Co |
20 |
Beach Investment Counsel Inc/pa |
20 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
20 |
CCCAX - Brookfield Investment Funds - Center Coast Brookfield MLP Focus Fund Class A |
20 |
Investors Capital Advisory Services |
20 |
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
20 |
Cushing Mlp Infrastructure Master Fund |
20 |
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
20 |
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares |
20 |
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A |
20 |
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A |
20 |
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF |
20 |
Schroder Investment Management Group |
20 |
Brookfield Public Securities Group LLC |
20 |
Segment Wealth Management, LLC |
20 |
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A |
20 |
First Trust Mlp & Energy Income Fund |
20 |
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional |
20 |
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
20 |
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional |
20 |
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A |
20 |
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS |
20 |
Meeder Asset Management Inc |
20 |
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A |
20 |
Wexford Capital Lp |
20 |
EINC - VanEck Vectors ETF Trust - VanEck Vectors Energy Income ETF |
20 |
Fs Energy Total Return Fund |
20 |
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class |
20 |
First Trust New Opportunities Mlp & Energy Fund |
20 |
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I |
20 |
TMLAX - TRANSAMERICA FUNDS - Transamerica MLP & Energy Income A |
20 |
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A |
20 |
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF |
20 |
Federated Hermes, Inc. |
20 |
Victory Capital Management Inc |
20 |
Valeo Financial Advisors, LLC |
20 |
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
20 |
Prudential Financial Inc |
20 |
QS Investors, LLC |
20 |
Sculptor Capital LP |
20 |
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
20 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
20 |
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
20 |
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
20 |
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
20 |
Advantage Investment Management, Llc |
20 |
IHT Wealth Management, LLC |
20 |
Jacobi Capital Management LLC |
20 |
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
20 |
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A |
20 |
We Are One Seven, LLC |
20 |
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
20 |
MUB - iSHARES TRUST - iShares National Muni Bond ETF |
20 |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
20 |
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A |
20 |
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
20 |
Hilton Capital Management, LLC |
20 |
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I |
20 |
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
20 |
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
20 |
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
19 |
CAPROCK Group, Inc. |
19 |
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
19 |
Warren Averett Asset Management, LLC |
19 |
Boston Private Bank & Trust Co |
19 |
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
19 |
Endurance Wealth Management, Inc. |
19 |
AGF Investments LLC |
19 |
Virtus Alternative Investment Advisers, Inc. |
19 |
Pioneer Diversified High Income Trust |
19 |
Cullen/frost Bankers, Inc. |
19 |
Tortoise Essential Assets Income Term Fund |
19 |
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A |
19 |
First Trust Energy Income & Growth Fund |
19 |
Jfs Wealth Advisors, Llc |
19 |
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A |
19 |
ALEFX - ALPS Variable Investment Trust - ALPS/Alerian Energy Infrastructure Portfolio Class I |
19 |
College Retirement Equities Fund |
19 |
Credit Agricole S A |
19 |
Stifel Nicolaus & Co Inc \mo\ |
19 |
Advocacy Wealth Management Services, LLC |
19 |
Raymond James Financial Inc |
19 |
Cohen & Steers Global Income Builder, Inc |
19 |
Washington Trust Bank |
19 |
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
19 |
Arrow Investment Advisors, LLC |
19 |
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I |
19 |
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
19 |
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio |
19 |
Farther Finance Advisors, LLC |
19 |
Center Coast Core Mlp Fund I, Llc |
19 |
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
19 |
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. |
19 |
Paloma Partners Management Co |
19 |
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
19 |
Prudential Global Short Duration High Yield Fund, Inc. |
19 |
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund |
19 |
PRPAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM Jennison MLP Fund Class A |
19 |
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
19 |
WealthTrust-Arizona, LLC |
19 |
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A |
19 |
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O |
19 |
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A |
19 |
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A |
19 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
19 |
Centaurus Financial, Inc. |
19 |
FinTrust Capital Advisors, LLC |
19 |
Key Group Holdings (cayman), Ltd. |
19 |
Federation des caisses Desjardins du Quebec |
19 |
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
19 |
Well Done, LLC |
19 |
Sowell Financial Services LLC |
19 |
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
19 |
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
19 |
AdvisorNet Financial, Inc |
19 |
Advisors Capital Management, LLC |
19 |
PENN SERIES FUNDS INC - International Equity Fund |
19 |
XTX Topco Ltd |
19 |
Motco |
19 |
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
19 |
DRW Securities, LLC |
19 |
Legg Mason Investment Counsel, LLC |
19 |
GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares |
19 |
First Trust Energy Infrastructure Fund |
19 |
Tortoise Energy Independence Fund, Inc. |
19 |
Sigma Planning Corp |
19 |
Catawba Capital Management /va |
19 |
Lindbrook Capital, Llc |
19 |
NumerixS Investment Technologies Inc |
19 |
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A |
19 |
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF |
19 |
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
19 |
Harbour Investments, Inc. |
19 |
Thompson Siegel & Walmsley Llc |
19 |
Fairfield, Bush & Co. |
19 |
Partnervest Advisory Services LLC |
19 |
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF |
19 |
Inscription Capital, LLC |
19 |
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
19 |
Cannell Peter B & Co Inc |
19 |
American Funds Insurance Series |
19 |
Salient Private Client, Llc |
19 |
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
19 |
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares |
19 |
HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
19 |
Societe Generale |
19 |
Synovus Financial Corp |
19 |
Vanguard Group Inc |
19 |
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
19 |
Ares Dynamic Credit Allocation Fund, Inc. |
19 |
AMLPX - MainGate Trust - MainGate MLP Fund Class A |
19 |
Berman Capital Advisors, LLC |
19 |
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
19 |
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares |
18 |
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
18 |
Price T Rowe Associates Inc /md/ |
18 |
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF |
18 |
ENFR - ALPS ETF Trust - Alerian Energy Infrastructure ETF |
18 |
SPMHX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Alpha Fund Class R5 |
18 |
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB |
18 |
OSPPX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Alpha Plus Fund Class R6 |
18 |
Pacitti Group Inc. |
18 |
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A |
18 |
Goldman Sachs Asset Management, L.p. |
18 |
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
18 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class |
18 |
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
18 |
Evoke Wealth, Llc |
18 |
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A |
18 |
Flagship Harbor Advisors, Llc |
18 |
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares |
18 |
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares |
18 |
Sequoia Financial Advisors, LLC |
18 |
Kore Private Wealth LLC |
18 |
WealthPLAN Partners, LLC |
18 |
Wiley Bros.-aintree Capital, Llc |
18 |
Cumberland Advisors Inc |
18 |
Centiva Capital, LP |
18 |
Walnut Private Equity Partners, Llc |
18 |
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares |
18 |
FPEI - First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF |
18 |
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares |
18 |
Tfs Capital Investment Trust |
18 |
Sheaff Brock Investment Advisors, LLC |
18 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 |
18 |
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
18 |
Cushing Mlp Infrastructure Fund I |
18 |
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio |
18 |
Jnl Series Trust - Jnl/wmc Balanced Fund (a) |
18 |
Exchange Traded Concepts, Llc |
18 |
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
18 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I |
18 |
Janus Henderson Group Plc |
18 |
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
18 |
State of Wyoming |
18 |
EverSource Wealth Advisors, LLC |
18 |
Sound Income Strategies, LLC |
18 |
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
18 |
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
18 |
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
18 |
Virtus Global Multi-sector Income Fund |
18 |
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
18 |
Monetary Management Group Inc |
18 |
BlackRock Capital Allocation Trust |
18 |
Kistler-Tiffany Companies, LLC |
18 |
Amundi Pioneer Asset Management Inc |
18 |
Great West Life Assurance Co /can/ |
18 |
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
18 |
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF |
18 |
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
18 |
GLG Partners LP |
18 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
18 |
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund |
18 |
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard |
18 |
Focused Wealth Management, Inc |
18 |
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
18 |
PENN SERIES FUNDS INC - High Yield Bond Fund |
18 |
Venturi Wealth Management, LLC |
18 |
Raymond James Trust N.a. |
18 |
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF |
18 |
Baird Financial Group, Inc. |
18 |
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF |
18 |
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA |
18 |
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF |
18 |
Commerce Bank |
18 |
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF |
18 |
D. E. Shaw & Co., Inc. |
18 |
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
18 |
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A |
18 |
Franklin Square Holdings, L.P. |
18 |
Larson Financial Group LLC |
18 |
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
18 |
Independent Advisor Alliance |
18 |
ProShare Advisors LLC |
18 |
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) |
18 |
PPM Funds - PPM Long Short Credit Fund (Inst) |
18 |
FORA Capital, LLC |
18 |
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund |
18 |
Vestcor Inc |
18 |
Assetmark, Inc |
18 |
MCF Advisors LLC |
18 |
State of Tennessee, Treasury Department |
18 |
Gupta Wealth Management LLC |
18 |
RMB Capital Management, LLC |
18 |
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS |
18 |
Principal Financial Group Inc |
18 |
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
18 |
Flaherty & Crumrine Total Return Fund Inc |
18 |
Westchester Capital Management, LLC |
18 |
AE Wealth Management LLC |
18 |
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A |
18 |
Lmp Capital & Income Fund Inc. |
18 |
Flaherty & Crumrine Preferred Securities Income Fund Inc |
18 |
Private Capital Group, LLC |
18 |
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
18 |
Belpointe Asset Management LLC |
18 |
Nuveen Global High Income Fund |
18 |
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
18 |
VCCCX - VALIC Co I - Capital Conservation Fund |
18 |
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
18 |
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
18 |
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF |
18 |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
18 |
Geneos Wealth Management Inc. |
18 |
National Bank Of Canada /fi/ |
18 |
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
18 |
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
18 |
Squarepoint Ops LLC |
18 |
Citizens Financial Group Inc/ri |
18 |
Levin Capital Strategies, L.p. |
17 |
BRYN MAWR TRUST Co |
17 |
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund |
17 |
Toroso Investments, LLC |
17 |
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) |
17 |
Flaherty & Crumrine Preferred Income Opportunity Fund Inc |
17 |
Chilton Capital Management Llc |
17 |
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I |
17 |
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
17 |
TORIX - Managed Portfolio Series - Tortoise MLP & Pipeline Fund Institutional Class Shares |
17 |
Cubist Systematic Strategies, LLC |
17 |
Zacks Investment Management |
17 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
17 |
AMZA - ETFis Series Trust I - InfraCap MLP ETF |
17 |
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
17 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
17 |
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S |
17 |
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
17 |
BlueCrest Capital Management Ltd |
17 |
Mercer Global Advisors Inc /adv |
17 |
Jacobus Wealth Management, Inc. |
17 |
Canada Pension Plan Investment Board |
17 |
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
17 |
GIMFX - GMO TRUST - GMO Implementation Fund |
17 |
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A |
17 |
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I |
17 |
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF |
17 |
Hudock, Inc. |
17 |
Rehmann Capital Advisory Group |
17 |
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A |
17 |
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
17 |
Hm Payson & Co |
17 |
Dubuque Bank & Trust Co |
17 |
Financial Advocates Investment Management |
17 |
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
17 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
17 |
ELCO Management Co., LLC |
17 |
CenterStar Fund, LLC |
17 |
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
17 |
Patriot Financial Group Insurance Agency, LLC |
17 |
Tfo-tdc, Llc |
17 |
Sofos Investments, Inc. |
17 |
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I |
17 |
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
17 |
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
17 |
Blackrock Utility & Infrastructure Trust |
17 |
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
17 |
NOSGX - Northern Funds - Northern Small Cap Value Fund |
17 |
Engineers Gate Manager LP |
17 |
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) |
17 |
Qci Asset Management Inc/ny |
17 |
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund |
17 |
Flaherty & Crumrine Preferred Income Fund Inc |
17 |
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
17 |
Fayez Sarofim & Co |
17 |
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
17 |
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 |
17 |
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A |
17 |
Charles Schwab Investment Management Inc |
17 |
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A |
17 |
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
17 |
Boothbay Fund Management, Llc |
17 |
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
17 |
Cushing Renaissance Fund |
17 |
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 |
17 |
Smithfield Trust Co |
17 |
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
17 |
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
17 |
Cerity Partners LLC |
17 |
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares |
17 |
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A |
17 |
Valley National Advisers Inc |
17 |
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
17 |
Forum Funds |
17 |
Loomis Sayles & Co L P |
17 |
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A |
17 |
North Star Investment Management Corp. |
17 |
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A |
17 |
Tompkins Financial Corp |
17 |
IndexIQ Advisors LLC |
17 |
Highstreet Asset Management Inc. |
17 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
17 |
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
17 |
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
17 |
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A |
17 |
Moody National Bank Trust Division |
17 |
Ameritas Investment Corp |
17 |
MML Series Investment Fund II - MML Blend Fund Initial Class |
17 |
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
17 |
Hennessy Advisors Inc |
17 |
MLPX - Global X Funds - Global X MLP & Energy Infrastructure ETF |
17 |
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF |
17 |
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust |
17 |
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
17 |
Parkwood LLC |
17 |
Allianzgi Convertible & Income Fund |
17 |
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
17 |
Berkley W R Corp |
17 |
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 |
17 |
Spire Wealth Management |
17 |
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A |
17 |
Waddell & Reed Financial Inc |
17 |
LVW Advisors, LLC |
17 |
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
17 |
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A |
17 |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. |
17 |
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) |
17 |
King Luther Capital Management Corp |
17 |
Allianzgi Convertible & Income Fund Ii |
17 |
TradeLink Global Equity LLC |
17 |
Sterling Capital Management LLC |
17 |
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
17 |
Trust Co Of Vermont |
17 |
Delta Asset Management Llc/tn |
17 |
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
17 |
Lehman Financial Resources, Inc. |
17 |
Atria Investments Llc |
17 |
Capital Analysts, Inc. |
17 |
Murphy Capital Management Inc |
17 |
Symphony Asset Management Llc |
17 |
Edge Wealth Management LLC |
17 |
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc |
17 |
Baystate Wealth Management LLC |
17 |
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
16 |
International Assets Investment Management, Llc |
16 |
Two Sigma Investments, Lp |
16 |
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
16 |
Oakworth Capital, Inc. |
16 |
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A |
16 |
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
16 |
GHP Investment Advisors, Inc. |
16 |
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
16 |
Sfmg, Llc |
16 |
Aperio Group, LLC |
16 |
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
16 |
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
16 |
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
16 |
Dimensional Fund Advisors Lp |
16 |
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A |
16 |
Zions Bancorporation |
16 |
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
16 |
Capital Investment Advisory Services, LLC |
16 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class |
16 |
Cypress Asset Management Inc/tx |
16 |
Kestra Advisory Services, LLC |
16 |
Trust Asset Management LLC |
16 |
L & S Advisors Inc |
16 |
BNP Paribas Asset Management Holding S.A. |
16 |
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
16 |
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. |
16 |
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
16 |
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
16 |
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
16 |
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A |
16 |
City National Bank |
16 |
Integrated Wealth Management |
16 |
Argentus Capital Management, LLC |
16 |
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF |
16 |
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y |
16 |
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio |
16 |
USAI - Pacer Funds Trust - Pacer American Energy Independence ETF |
16 |
Sawtooth Solutions, LLC |
16 |
COMB - GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF |
16 |
Atwood & Palmer Inc |
16 |
BlackRock Group LTD |
16 |
WASHINGTON TRUST Co |
16 |
Swiss National Bank |
16 |
Voya Investment Management Llc |
16 |
Timber Hill LLC |
16 |
A.R.T. Advisors, LLC |
16 |
Trust Department Mb Financial Bank N A |
16 |
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A |
16 |
Orion Portfolio Solutions, LLC |
16 |
Capital Advisors Inc/ok |
16 |
Cedar Wealth Management, LLC |
16 |
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I |
16 |
Fiera Capital Corp |
16 |
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
16 |
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
16 |
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund |
16 |
Norges Bank |
16 |
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
16 |
Asset Dedication, LLC |
16 |
Mackenzie Financial Corp |
16 |
Arlington Partners LLC |
16 |
Man Group plc |
16 |
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
16 |
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
16 |
Nwam Llc |
16 |
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF |
16 |
Putnam Investments Llc |
16 |
Legal & General Group Plc |
16 |
Cypress Wealth Advisors LLC |
16 |
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
16 |
Bogart Wealth, LLC |
16 |
VCHYX - VALIC Co II - High Yield Bond Fund |
16 |
Tudor Investment Corp Et Al |
16 |
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A |
16 |
Zurcher Kantonalbank (Zurich Cantonalbank) |
16 |
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
16 |
Tarbox Family Office, Inc. |
16 |
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A |
16 |
Security National Trust Co |
16 |
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
16 |
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
16 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II |
16 |
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V |
16 |
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
16 |
Mount Yale Investment Advisors, LLC |
16 |
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A |
16 |
Securian Funds Trust - SFT Core Bond Fund Class 1 |
16 |
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
16 |
U.S. Capital Wealth Advisors, LLC |
16 |
Brasada Capital Management, Lp |
16 |
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 |
16 |
Whetstone Capital Advisors, LLC |
16 |
Vantagepoint Funds |
16 |
YorkBridge Wealth Partners, LLC |
16 |
Oppenheimer Steelpath Master Mlp Fund, Llc |
16 |
Newbridge Financial Services Group, Inc. |
16 |
Taylor Wealth Management Partners |
16 |
Chevy Chase Trust Holdings, Inc. |
16 |
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
16 |
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class |
16 |
First Financial Corp /in/ |
16 |
CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A |
16 |
New England Securities Corp /MA/ |
16 |
AGTFX - ALPS Variable Investment Trust - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I |
16 |
Kings Point Capital Management |
16 |
Johnson Financial Group, Inc. |
16 |
Koch Industries Inc |
16 |
Tiedemann Trust Co |
16 |
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
16 |
GAM Holding AG |
16 |
Cowen Group, Inc. |
16 |
Ausdal Financial Partners, Inc. |
16 |
Searle & Co. |
16 |
Axa S.a. |
16 |
Knight Capital Group, Inc. |
16 |
Joel Isaacson & Co., LLC |
16 |
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares |
16 |
Bank Of Nova Scotia |
16 |
Allianzgi Diversified Income & Convertible Fund |
16 |
GAMMA Investing LLC |
15 |
Truvestments Capital Llc |
15 |
DAVENPORT & Co LLC |
15 |
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
15 |
Sei Trust Co |
15 |
Bramshill Investments, LLC |
15 |
Oppenheimer Global Strategic Income Fund |
15 |
State Of Michigan Retirement System |
15 |
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
15 |
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares |
15 |
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A |
15 |
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF |
15 |
Camarda Financial Advisors, LLC |
15 |
AEICX - MUTUAL FUND SERIES TRUST - AlphaCentric Energy Income Fund Class C |
15 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
15 |
Goodwin Daniel L |
15 |
BlackRock Multi-Sector Opportunities Trust II |
15 |
HMSFX - HENNESSY FUNDS TRUST - Hennessy BP Midstream Fund Investor Class |
15 |
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
15 |
Ibex Wealth Advisors |
15 |
Sanctuary Advisors, LLC |
15 |
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund |
15 |
Montage Investments, Llc |
15 |
SG3 Management, LLC |
15 |
Pinnacle Associates Ltd |
15 |
Highland Capital Management Fund Advisors, L.p. |
15 |
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund |
15 |
CWM Advisors, LLC |
15 |
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
15 |
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
15 |
Td Asset Management Inc |
15 |
Guggenheim Energy & Income Fund |
15 |
United Services Automobile Association |
15 |
Smartleaf Asset Management LLC |
15 |
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
15 |
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund |
15 |
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class |
15 |
Dynamic Technology Lab Private Ltd |
15 |
Fisher Asset Management, LLC |
15 |
Hexagon Capital Partners LLC |
15 |
Mycio Wealth Partners, Llc |
15 |
OTA Financial Group L.P. |
15 |
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio |
15 |
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A |
15 |
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF |
15 |
Miller/howard High Income Equity Fund |
15 |
Simon Quick Advisors, Llc |
15 |
Blackstone / Gso Strategic Credit Fund |
15 |
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund |
15 |
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
15 |
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF |
15 |
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
15 |
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
15 |
Mirabella Financial Services Llp |
15 |
Natixis Advisors, L.p. |
15 |
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
15 |
Ropes Wealth Advisors Llc |
15 |
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF |
15 |
EGLAX - Northern Lights Fund Trust - Eagle MLP Strategy Fund Class A Shares |
15 |
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF |
15 |
American Financial Group Inc |
15 |
Fiduciary Asset Management Llc |
15 |
Nisa Investment Advisors, Llc |
15 |
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
15 |
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
15 |
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
15 |
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF |
15 |
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
15 |
CI Private Wealth, LLC |
15 |
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
15 |
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service |
15 |
Capital Income Builder |
15 |
Telemetry Investments, L.L.C. |
15 |
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class |
15 |
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
15 |
Starr International Co Inc |
15 |
Virtus Total Return Fund Inc. |
15 |
HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
15 |
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares |
15 |
Ameritas Advisory Services, LLC |
15 |
Exane Derivatives |
15 |
Pnc Funds |
15 |
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio |
15 |
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A |
15 |
Groesbeck Investment Management Corp /nj/ |
15 |
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
15 |
Creative Financial Designs Inc /adv |
15 |
Ronald Blue Trust, Inc. |
15 |
Forward Management, LLC |
15 |
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA |
15 |
Bartlett & Co. LLC |
15 |
JJJ Advisors Inc. |
15 |
Fractal Investments LLC |
15 |
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) |
15 |
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A |
15 |
C.V. Starr & Co., Inc. Trust |
15 |
NewSquare Capital LLC |
15 |
Amundi |
15 |
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF |
15 |
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
15 |
Klingman & Associates, LLC |
15 |
Wetherby Asset Management Inc |
15 |
Regal Investment Advisors LLC |
15 |
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
15 |
BFIX - Build Funds Trust - Build Bond Innovation ETF |
15 |
Capital Investment Advisors, LLC |
15 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 |
15 |
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
15 |
Allegis Investment Advisors, LLC |
15 |
Sl Advisors, Llc |
15 |
Payden & Rygel |
15 |
CSHAX - MAINSTAY FUNDS TRUST - MainStay Cushing MLP Premier Fund Class A |
15 |
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
15 |
Pathstone Holdings, LLC |
15 |
Gryphon Financial Partners LLC |
15 |
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class |
15 |
Two Sigma Advisers, Lp |
15 |
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF |
15 |
Vantage Investment Advisors, LLC |
15 |
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares |
15 |
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
15 |
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
15 |
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
15 |
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
15 |
V Wealth Advisors LLC |
15 |
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares |
15 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
15 |
ExodusPoint Capital Management, LP |
15 |
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
15 |
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
15 |
Wealth Enhancement Advisory Services, Llc |
15 |
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
15 |
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
15 |
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A |
15 |
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
14 |
Pitcairn Co |
14 |
Signet Financial Management, Llc |
14 |
Skandinaviska Enskilda Banken AB (publ) |
14 |
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A |
14 |
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF |
14 |
Ground Swell Capital, LLC |
14 |
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF |
14 |
Capstone Investment Advisors, Llc |
14 |
Skopos Labs, Inc. |
14 |
CenterStar Asset Management, LLC |
14 |
Comerica Securities,inc. |
14 |
IMC-Chicago, LLC |
14 |
Prestige Wealth Management Group LLC |
14 |
Cary Street Partner Investment Advisory Llc |
14 |
Edge Capital Group, LLC |
14 |
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund |
14 |
JUCAX - JANUS INVESTMENT FUND - Janus Henderson Absolute Return Income Opportunities Fund Class A |
14 |
NOFIX - Northern Funds - Northern Fixed Income Fund |
14 |
NOCBX - Northern Funds - Northern Core Bond Fund |
14 |
Fortitude Family Office, LLC |
14 |
West Family Investments, Inc. |
14 |
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
14 |
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N |
14 |
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
14 |
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
14 |
Cion Ares Diversified Credit Fund |
14 |
Colony Group Llc |
14 |
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class |
14 |
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
14 |
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
14 |
Fiduciary Financial Services Of The Southwest Inc /tx |
14 |
Nuveen, LLC |
14 |
Northern Oak Wealth Management Inc |
14 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I |
14 |
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares |
14 |
Brinker Capital Investments, LLC |
14 |
BBVA USA Bancshares, Inc. |
14 |
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A |
14 |
Grace Capital |
14 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 |
14 |
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF |
14 |
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF |
14 |
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio |
14 |
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
14 |
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
14 |
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
14 |
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
14 |
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares |
14 |
Coldstream Capital Management Inc |
14 |
SJS Investment Consulting Inc. |
14 |
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. |
14 |
CoreCap Advisors, LLC |
14 |
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
14 |
Polar Asset Management Partners Inc. |
14 |
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative |
14 |
Perigon Wealth Management, LLC |
14 |
Allspring Global Investments Holdings, LLC |
14 |
Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares |
14 |
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
14 |
Jump Trading, LLC |
14 |
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
14 |
Blackrock 2022 Global Income Opportunity Trust |
14 |
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
14 |
Eagle Bay Advisors LLC |
14 |
Novare Capital Management Llc |
14 |
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service |
14 |
Sargent Bickham Lagudis LLC |
14 |
Money Concepts Capital Corp |
14 |
Claybrook Capital, LLC |
14 |
Uniplan Investment Counsel, Inc. |
14 |
TRANSAMERICA SERIES TRUST - Transamerica PineBridge Inflation Opportunities VP Initial |
14 |
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
14 |
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
14 |
Coppell Advisory Solutions LLC |
14 |
Voloridge Investment Management, Llc |
14 |
Gemmer Asset Management LLC |
14 |
SeaBridge Investment Advisors LLC |
14 |
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund |
14 |
Tfs Capital Llc |
14 |
Y-Intercept (Hong Kong) Ltd |
14 |
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I |
14 |
Mark Sheptoff Financial Planning, Llc |
14 |
FolioMetrix LLC |
14 |
Peak6 Llc |
14 |
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF |
14 |
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class |
14 |
California State Teachers Retirement System |
14 |
Dupont Capital Management Corp |
14 |
Platform Technology Partners |
14 |
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A |
14 |
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
14 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
14 |
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
14 |
Hershey Trust Co |
14 |
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
14 |
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
14 |
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A |
14 |
Albert D Mason Inc |
14 |
Cornerstone Advisors, Inc. |
14 |
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II |
14 |
Eaton Vance Tax Advantaged Dividend Income Fund |
14 |
Nordea Investment Management Ab |
14 |
Multi-strategy Growth & Income Fund |
14 |
Duncker Streett & Co Inc |
14 |
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
14 |
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund |
14 |
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
14 |
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y |
14 |
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A |
14 |
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
14 |
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
14 |
Ensign Peak Advisors, Inc |
14 |
Alberta Investment Management Corp |
14 |
New York State Common Retirement Fund |
14 |
Healthcare Of Ontario Pension Plan Trust Fund |
14 |
Cutter & CO Brokerage, Inc. |
14 |
Resources Investment Advisors, LLC. |
14 |
Capital Bank & Trust Co |
14 |
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A |
14 |
MLPRX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Income Fund Class C |
14 |
Lido Advisors, LLC |
14 |
Westside Investment Management, Inc. |
14 |
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF |
14 |
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF |
14 |
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares |
14 |
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
14 |
SRS Capital Advisors, Inc. |
14 |
Empowered Funds, LLC |
14 |
Lenox Wealth Advisors, LLC |
14 |
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class |
14 |
First Capital Advisors Group, LLC. |
14 |
Monashee Investment Management LLC |
14 |
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
14 |
Voya Financial Advisors, Inc. |
14 |
Mitsubishi UFJ Trust & Banking Corp |
14 |
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF |
14 |
DekaBank Deutsche Girozentrale |
14 |
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A |
14 |
Elite Wealth Management, Inc. |
14 |
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A |
14 |
SOUTH STATE Corp |
14 |
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
14 |
Wealthcare Advisory Partners LLC |
14 |
LS Investment Advisors, LLC |
14 |
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A |
14 |
TIOCX - TRANSAMERICA FUNDS - Transamerica Inflation Opportunities C |
14 |
Banyan Partners, LLC |
14 |
Starfire Investment Advisers, Inc. |
14 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
14 |
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares |
14 |
MLPA - Global X Funds - Global X MLP ETF |
14 |
Lincoln National Corp |
14 |
Kornitzer Capital Management Inc /ks |
14 |
Mml Investors Services, Llc |
14 |
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) |
14 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
14 |
Sanders Morris Harris Llc |
14 |
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
14 |
Allstate Corp |
14 |
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
14 |
Toth Financial Advisory Corp |
13 |
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A |
13 |
Mariner Investment Group Llc |
13 |
Hartford Mutual Funds Inc/ct |
13 |
Telemus Capital, Llc |
13 |
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) |
13 |
Kingsview Wealth Management, LLC |
13 |
Sageworth Trust Co |
13 |
Fortis Advisors, LLC |
13 |
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
13 |
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES |
13 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund |
13 |
Heritage Trust Co |
13 |
Leavell Investment Management, Inc. |
13 |
Cable Hill Partners, LLC |
13 |
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A |
13 |
Independence Trust CO |
13 |
Ahrens Investment Partners LLC |
13 |
Ferris Capital, Llc |
13 |
Bb&t Investment Services, Inc. |
13 |
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 |
13 |
Donoghue Forlines LLC |
13 |
Windsor Capital Management, LLC |
13 |
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 |
13 |
First Mercantile Trust Co |
13 |
Blackhill Capital Inc |
13 |
Macroview Investment Management Llc |
13 |
Public Employees Retirement Association Of Colorado |
13 |
TradeLink Capital LLC |
13 |
Archford Capital Strategies, LLC |
13 |
Mather Group, Llc. |
13 |
Port Capital LLC |
13 |
First Interstate Bank |
13 |
PSI Advisors, LLC |
13 |
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D |
13 |
Americana Partners, LLC |
13 |
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares |
13 |
Van Hulzen Asset Management, LLC |
13 |
Cushing Mutual Funds Trust - Cushing® SMID Growth Focused Fund Class I Shares |
13 |
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
13 |
Quad-Cities Investment Group, LLC |
13 |
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A |
13 |
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A |
13 |
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III |
13 |
Northern Trust Co Of Connecticut |
13 |
Voya Prime Rate Trust |
13 |
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A |
13 |
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
13 |
JustInvest LLC |
13 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares |
13 |
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
13 |
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund |
13 |
CIBC World Markets Inc. |
13 |
Tortoise Investment Management, LLC |
13 |
Maple Securities Usa Inc |
13 |
Jaffetilchin Investment Partners, LLC |
13 |
Prudential Plc |
13 |
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class |
13 |
Virginia Retirement Systems Et Al |
13 |
Hl Financial Services Llc |
13 |
Johnson Investment Counsel Inc |
13 |
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
13 |
Capital Advisors, Ltd. LLC |
13 |
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia |
13 |
Kestra Private Wealth Services, Llc |
13 |
Kavilco Inc/wa/ |
13 |
Nuveen Multi-market Income Fund |
13 |
Tradewinds Capital Management, LLC |
13 |
PDT Partners, LLC |
13 |
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares |
13 |
FNY Managed Accounts LLC |
13 |
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
13 |
Central Bank & Trust Co |
13 |
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
13 |
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
13 |
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I |
13 |
Blackstone / Gso Long-short Credit Income Fund |
13 |
Family Management Corp |
13 |
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
13 |
Maryland State Retirement & Pension System |
13 |
Friedberg Investment Management |
13 |
TCG Advisory Services, LLC |
13 |
BlackRock Institutional Trust Company, N.A. |
13 |
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
13 |
Cohen & Steers Select Preferred & Income Fund, Inc. |
13 |
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
13 |
Guardian Wealth Advisors, LLC |
13 |
Riverhead Capital Management Llc |
13 |
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) |
13 |
Gamco Investors, Inc. Et Al |
13 |
Bartlett & Co. Wealth Management Llc |
13 |
Fft Wealth Management Llc |
13 |
UMI - USCF ETF Trust - USCF Midstream Energy Income Fund |
13 |
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A |
13 |
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service |
13 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class |
13 |
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class |
13 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class |
13 |
Apollo Management Holdings, L.P. |
13 |
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A |
13 |
Versant Capital Management, Inc |
13 |
Snowden Capital Advisors LLC |
13 |
Guggenheim Strategic Opportunities Fund |
13 |
Hillsdale Investment Management Inc. |
13 |
Delaware Investments Dividend & Income Fund, Inc |
13 |
Geneva Advisors, LLC |
13 |
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A |
13 |
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A |
13 |
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K |
13 |
HYLD - Exchange Listed Funds Trust - High Yield ETF |
13 |
BEIYX - Brookfield Investment Funds - Center Coast Brookfield Energy Infrastructure Fund Class Y |
13 |
Glenmede Investment Management, LP |
13 |
People's United Financial, Inc. |
13 |
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
13 |
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares |
13 |
Teachers Advisors, Llc |
13 |
Travelers Companies, Inc. |
13 |
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio |
13 |
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A |
13 |
Vivaldi Asset Management, LLC |
13 |
KBC Group NV |
13 |
Redwood Wealth Management Group, LLC |
13 |
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A |
13 |
Cornerstone Planning Group LLC |
13 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
13 |
Great Lakes Advisors, Llc |
13 |
NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares |
13 |
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
13 |
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
13 |
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A |
13 |
Syntal Capital Partners, LLC |
13 |
Mv Capital Management, Inc. |
13 |
Wilbanks Smith & Thomas Asset Management Llc |
13 |
Tortoise Capital Series Trust - TORTOISE NORTH AMERICAN PIPELINE FUND |
13 |
Miller/Howard Funds Trust - Miller/Howard Income-Equity Fund Adviser Share Class |
13 |
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A |
13 |
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) |
13 |
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB |
13 |
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
13 |
PLHIX - Aristotle Funds Series Trust - Aristotle High Yield Bond Fund Class I |
13 |
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
13 |
Vident Advisory, LLC |
13 |
1832 Asset Management L.P. |
13 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
13 |
Beck Capital Management, Llc |
13 |
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares |
13 |
Soros Fund Management Llc |
13 |
Petrus Trust Company, LTA |
13 |
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
13 |
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P |
13 |
Executive Wealth Management, LLC |
13 |
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A |
13 |
Old North State Trust, LLC |
13 |
Principal Securities, Inc. |
13 |
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A |
13 |
Virtus Total Return Fund |
13 |
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
13 |
Coastal Investment Advisors, Inc. |
13 |
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y |
13 |
Wagner Wealth Management, Llc |
13 |
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
13 |
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A |
13 |
PPM Funds - PPM Floating Rate Income Fund (Inst) |
13 |
Covalis Capital Llp |
13 |
SWS Partners |
13 |
Pentwater Capital Management LP |
13 |
Trexquant Investment LP |
13 |
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF |
13 |
Capital Asset Advisory Services LLC |
13 |
Tcw Group Inc |
13 |
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class |
13 |
American National Insurance Co /tx/ |
13 |
VCTPX - VALIC Co I - Inflation Protected Fund |
13 |
Savitr Capital, LLC |
13 |
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R |
13 |
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF |
13 |
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF |
13 |
Arizona State Retirement System |
13 |
JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
13 |
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I |
13 |
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF |
13 |
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A |
12 |
Tradition Wealth Management, LLC |
12 |
Aventail Capital Group, LP |
12 |
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A |
12 |
Risk Paradigm Group, LLC |
12 |
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N |
12 |
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund |
12 |
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF |
12 |
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
12 |
FHCOX - Federated Hermes Adviser Series - Federated Hermes Conservative Microshort Fund Institutional Shares |
12 |
VSDIX - Investment Managers Series Trust - Securian AM Real Asset Income Fund Institutional Class Shares |
12 |
Rothschild Investment Llc |
12 |
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
12 |
NewEdge Wealth, LLC |
12 |
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A |
12 |
Permal Asset Management Llc |
12 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
12 |
PRMDX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price Maryland Short-Term Tax-Free Bond Fund |
12 |
Campbell & CO Investment Adviser LLC |
12 |
Financial Counselors Inc |
12 |
Covington Capital Management |
12 |
National Penn Investors Trust Co /pa |
12 |
Fs Multi-alternative Income Fund |
12 |
VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares |
12 |
Golden State Wealth Management, LLC |
12 |
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A |
12 |
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV |
12 |
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
12 |
Pictet Asset Management Ltd |
12 |
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
12 |
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
12 |
GHVIX - GMO TRUST - GMO High Yield Fund Class VI |
12 |
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
12 |
Vanguard World Fund |
12 |
BlackRock ETF Trust II - BlackRock High Yield ETF |
12 |
Gould Asset Management Llc /ca/ |
12 |
First Foundation Advisors |
12 |
First Hawaiian Bank |
12 |
Grassi Investment Management |
12 |
Amalgamated Bank |
12 |
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class |
12 |
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged |
12 |
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF |
12 |
FourThought Financial, LLC |
12 |
Intrinsic Edge Capital Management LLC |
12 |
Bell Investment Advisors, Inc |
12 |
Penbrook Management LLC |
12 |
Janus Capital Management Llc |
12 |
Pinnacle Financial Partners Inc |
12 |
City Holding Co |
12 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund |
12 |
Community Bank, N.A. |
12 |
Blackstone / Gso Floating Rate Enhanced Income Fund |
12 |
Aster Capital Management (DIFC) Ltd |
12 |
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund |
12 |
Carnegie Capital Asset Management, LLC |
12 |
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF |
12 |
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II |
12 |
First National Trust Co |
12 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y |
12 |
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A |
12 |
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional |
12 |
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional |
12 |
Hartford Financial Management Inc. |
12 |
First Citizens Bank & Trust Co |
12 |
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
12 |
WHIAX - IVY FUNDS - Ivy High Income Fund Class A |
12 |
Covestor Ltd |
12 |
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares |
12 |
Aveo Capital Partners, LLC |
12 |
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares |
12 |
Jefferies Financial Group Inc. |
12 |
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF |
12 |
Shamrock Asset Management LLC |
12 |
Stonebridge Capital Advisors LLC |
12 |
Ontario Teachers Pension Plan Board |
12 |
SIR Capital Management, L.P. |
12 |
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A |
12 |
GPOW - Goldman Sachs ETF Trust - Goldman Sachs North American Pipelines & Power Equity ETF |
12 |
Crossmark Global Holdings, Inc. |
12 |
NN Investment Partners Holdings N.V. |
12 |
Legacy Advisors, LLC |
12 |
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A |
12 |
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P |
12 |
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A |
12 |
TD Waterhouse Canada Inc. |
12 |
Principal Diversified Select Real Asset Fund |
12 |
Ellevest, Inc. |
12 |
Pictet Asset Management Holding SA |
12 |
Strategic Wealth Partners, Ltd. |
12 |
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF |
12 |
VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares |
12 |
Mhi Funds, Llc |
12 |
Capital One, National Association |
12 |
Public Sector Pension Investment Board |
12 |
Eaton Vance Floating-rate Income Trust |
12 |
Bradley Foster & Sargent Inc/ct |
12 |
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class |
12 |
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
12 |
Signature Financial Management, Inc. |
12 |
Kms Financial Services, Inc |
12 |
Wealth Alliance |
12 |
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class |
12 |
Lake Street Advisors Group, Llc |
12 |
Financial Gravity Companies, Inc. |
12 |
First Eagle Investment Management, LLC |
12 |
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
12 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I |
12 |
ProVise Management Group, LLC |
12 |
Recurrent Investment Advisors LLC |
12 |
Glg Llc |
12 |
Atria Wealth Solutions, Inc. |
12 |
Cushing Energy Income Fund |
12 |
First Personal Financial Services |
12 |
Bush Odonnell Investment Advisors Inc |
12 |
Graham Capital Management, L.P. |
12 |
Ledyard National Bank |
12 |
Saratoga Research & Investment Management |
12 |
PineBridge Investments, L.P. |
12 |
Gary Goldberg Planning Services Inc |
12 |
Ingalls & Snyder Llc |
12 |
American National Registered Investment Advisor, Inc. |
12 |
Hutchin Hill Capital, LP |
12 |
CPSIX - Unified Series Trust - Fci Bond Fund |
12 |
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
12 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
12 |
Clear Harbor Asset Management, LLC |
12 |
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 |
12 |
Everett Harris & Co /ca/ |
12 |
Ares Management Llc |
12 |
Shepherd Kaplan Krochuk, Llc |
12 |
RBF Capital, LLC |
12 |
Grassi Investment Management Llc |
12 |
Cowen Prime Services LLC |
12 |
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
12 |
Longfellow Investment Management Co Llc |
12 |
FBR & Co. |
12 |
Connor, Clark & Lunn Investment Management Ltd. |
12 |
Old Second National Bank Of Aurora |
12 |
MLXAX - MUTUAL FUND SERIES TRUST - Catalyst MLP & Infrastructure Fund Class A |
12 |
TD Capital Management LLC |
12 |
Quinn Opportunity Partners LLC |
12 |
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund |
12 |
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
12 |
Teachers Retirement System Of The State Of Kentucky |
12 |
Parsons Capital Management Inc/ri |
12 |
Voya Senior Income Fund |
12 |
VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
12 |
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund |
12 |
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A |
12 |
Adams Asset Advisors, LLC |
12 |
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
12 |
Roanoke Asset Management Corp/ Ny |
12 |
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
12 |
Marquette Asset Management, LLC |
12 |
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class |
12 |
ASIHX - American Century Investment Trust - Strategic Income Fund C Class |
12 |
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
12 |
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
12 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class |
12 |
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
12 |
Pimco Income Strategy Fund |
12 |
Nuveen Preferred & Income Opportunities Fund |
12 |
Amplify ETF Trust - Amplify Natural Resources Dividend Income ETF |
12 |
Eaton Vance Tax Advantaged Global Dividend Income Fund |
12 |
HWG Holdings LP |
12 |
Eaton Vance Senior Floating Rate Trust |
12 |
Transamerica Financial Advisors, Inc. |
12 |
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
12 |
B. Riley Financial, Inc. |
12 |
First Horizon Corp |
12 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF |
12 |
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
12 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class |
12 |
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
12 |
Stephens Consulting, LLC |
12 |
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV |
12 |
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A |
12 |
Mutual Advisors, LLC |
12 |
Trustmark National Bank Trust Department |
12 |
CWA Asset Management Group, LLC |
12 |
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF |
12 |
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF |
12 |
O'shaughnessy Asset Management, Llc |
12 |
Laurel Wealth Advisors, Inc. |
12 |
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A |
12 |
Oppenheimer Integrity Funds |
12 |
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
12 |
HOIBX - Homestead Funds Trust - Intermediate Bond Fund |
12 |
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A |
12 |
Strategic Blueprint, LLC |
12 |
First New York Securities Llc /ny |
12 |
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A |
12 |
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class |
12 |
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund |
12 |
BlackRock Fund Advisors |
12 |
Strs Ohio |
12 |
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
12 |
Riggs Asset Managment Co. Inc. |
12 |
Keeley Asset Management Corp |
12 |
Avion Wealth |
12 |
Blackstone / Gso Senior Floating Rate Term Fund |
12 |
Salient Mlp & Energy Infrastructure Fund |
12 |
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I |
12 |
Regentatlantic Capital Llc |
12 |
SRTTX - SMA RELATIONSHIP TRUST - Series T |
12 |
Hemington Wealth Management |
12 |
MORE - ASYMmetric ETFs Trust - ASYMmetric Smart Income ETF |
12 |
Segall Bryant & Hamill, Llc |
12 |
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) |
12 |
Pimco Strategic Income Fund, Inc |
12 |
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class |
11 |
CastleArk Alternatives, LLC |
11 |
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund |
11 |
Stokes Capital Advisors, LLC |
11 |
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
11 |
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A |
11 |
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income |
11 |
Minichmacgregor Wealth Management, Llc |
11 |
CX Institutional |
11 |
FNY Investment Advisers, LLC |
11 |
Canton Hathaway, LLC |
11 |
Kavar Capital Partners, LLC |
11 |
Redhawk Wealth Advisors, Inc. |
11 |
Jump Trading, Llc |
11 |
Leap Investments Lp |
11 |
Lavaca Capital Llc |
11 |
Benjamin Edwards Inc |
11 |
Garrett Wealth Advisory Group, LLC |
11 |
Quest Capital Management Inc /adv |
11 |
Jackson Hole Capital Partners, LLC |
11 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco SteelPath MLP & Energy Infrastructure ETF |
11 |
Blueshift Asset Management, LLC |
11 |
Apollon Wealth Management, LLC |
11 |
Zions Bancorporation, N.A. |
11 |
Bay Harbor Wealth Management, LLC |
11 |
Avantax Advisory Services, Inc. |
11 |
Boston Partners |
11 |
Anchor Investment Management, LLC |
11 |
Grantham, Mayo, Van Otterloo & Co. LLC |
11 |
Sutton Wealth Advisors Inc. |
11 |
Nbc Securities, Inc. |
11 |
M Holdings Securities, Inc. |
11 |
Fidelity Multi-Strategy Credit Fund |
11 |
ORG Partners LLC |
11 |
Hbk Investments L P |
11 |
SMLPX - Ultimus Managers Trust - Westwood Salient MLP & Energy Infrastructure Fund Institutional Shares |
11 |
Bleakley Financial Group, LLC |
11 |
Frontier Investment Mgmt Co |
11 |
Scotia Capital Inc. |
11 |
Hanson & Doremus Investment Management |
11 |
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF |
11 |
Icon Wealth Advisors, LLC |
11 |
Old Mission Capital Llc |
11 |
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF |
11 |
Tiaa Cref Investment Management Llc |
11 |
Citizens Business Bank |
11 |
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
11 |
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
11 |
Los Angeles Capital Management Llc |
11 |
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF |
11 |
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF |
11 |
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares |
11 |
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares |
11 |
Quent Capital, LLC |
11 |
Simplicity Wealth,LLC |
11 |
Rise Advisors, LLC |
11 |
Whitnell & Co. |
11 |
True North Advisors, LLC |
11 |
Roble, Belko & Company, Inc |
11 |
Bourgeon Capital Management Llc |
11 |
Steward Financial Group LLC |
11 |
Schubert & Co |
11 |
LMR Partners LLP |
11 |
Checchi Capital Advisers, LLC |
11 |
Dearborn Partners Llc |
11 |
Vertex One Asset Management Inc. |
11 |
Laurion Capital Management LP |
11 |
Counterpoint Mutual Funds LLC |
11 |
Arcadia Investment Management Corp/mi |
11 |
Stevens Capital Management Lp |
11 |
Bbr Partners, Llc |
11 |
Texan Capital Management |
11 |
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class |
11 |
Bridgefront Capital, LLC |
11 |
GPS Wealth Strategies Group, LLC |
11 |
Wesbanco Bank Inc |
11 |
GABELLI & Co INVESTMENT ADVISERS, INC. |
11 |
Burt Wealth Advisors |
11 |
Ergoteles LLC |
11 |
Nationwide Fund Advisors |
11 |
Essex Financial Services, Inc. |
11 |
Capital Fund Management S.a. |
11 |
Naples Global Advisors, Llc |
11 |
NXGAX - Cushing Mutual Funds Trust - Cushing NextGen Infrastructure Fund Class A Shares |
11 |
Wellington Shields Capital Management, LLC |
11 |
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A |
11 |
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
11 |
MFHVX - Advisors' Inner Circle Fund III - Mesirow Financial High Yield Fund Investor Shares |
11 |
DPIAX - Destra Investment Trust - Destra Flaherty & Crumrine Preferred and Income Fund Class A |
11 |
Disciplined Investments, LLC |
11 |
Rsm Us Wealth Management Llc |
11 |
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
11 |
ESTAX - FINANCIAL INVESTORS TRUST - Emerald Select trueLiberty Income Fund Class A |
11 |
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
11 |
Total Clarity Wealth Management, Inc. |
11 |
CoreCommodity Management, LLC |
11 |
Archer Investment Corp |
11 |
Twinbeech Capital Lp |
11 |
Arkadios Wealth Advisors |
11 |
Calamos Advisors LLC |
11 |
Adage Capital Partners Gp, L.l.c. |
11 |
SBI Securities Co., Ltd. |
11 |
Buckingham Strategic Wealth, Llc |
11 |
Kellner Capital, LLC |
11 |
Waldron Private Wealth LLC |
11 |
Cypress Capital Management LLC (WY) |
11 |
Ieq Capital, Llc |
11 |
Aigen Investment Management, Lp |
11 |
WealthTrust Fairport, LLC |
11 |
Cordasco Financial Network |
11 |
Capital Innovations LLC |
11 |
VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares |
11 |
American Research & Management Co. |
11 |
Quantitative Systematic Strategies LLC |
11 |
Country Trust Bank |
11 |
Gierl Augustine Investment Management Inc |
11 |
Indiana Trust & Investment Management CO |
11 |
Terra Nova Asset Management LLC |
11 |
Krilogy Financial LLC |
11 |
EP Wealth Advisors, Inc. |
11 |
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio |
11 |
Td Private Client Wealth Llc |
11 |
Winton Capital Group Ltd |
11 |
Ashton Thomas Securities, Llc |
11 |
Gratus Capital LLC |
11 |
Burney Co/ |
11 |
Glen Eagle Advisors, LLC |
11 |
Mackay Shields Llc |
11 |
Navellier & Associates Inc |
11 |
Ultimus Managers Trust - Westwood Salient Enhanced Midstream Income ETF |
11 |
Seven Eight Capital, Lp |
11 |
J.w. Cole Advisors, Inc. |
11 |
Highland Capital Management, Llc |
11 |
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares |
11 |
Global Financial Private Client, LLC |
11 |
State Board Of Administration Of Florida Retirement System |
11 |
Frontier Wealth Management LLC |
11 |
Point72 (DIFC) Ltd |
11 |
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF |
11 |
APG Asset Management N.V. |
11 |
Summit Equities Inc |
11 |
RPG Investment Advisory, LLC |
11 |
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
11 |
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A |
11 |
Stuart Chaussee & Associates, Inc. |
11 |
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I |
11 |
SpiderRock Trading LLC |
11 |
Adams Hall Wealth Advisors, LLC |
11 |
Brevan Howard Capital Management LP |
11 |
Hancock Whitney Corp |
11 |
FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF |
11 |
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF |
11 |
Cornerstone Wealth Management, LLC |
11 |
Bayesian Capital Management, LP |
11 |
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF |
11 |
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF |
11 |
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS |
11 |
Arosa Capital Management LP |
11 |
Omega Advisors Inc. |
11 |
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I |
11 |
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
11 |
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
11 |
Kovitz Investment Group Partners, LLC |
11 |
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF |
11 |
Point72 Hong Kong Ltd |
11 |
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L |
11 |
Associated Banc-corp |
11 |
Gardner Lewis Asset Management L P |
11 |
VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF |
11 |
Partners Group Holding AG |
11 |
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
11 |
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio |
11 |
BNP Paribas Investment Partners S.A. |
11 |
BerganKDV Wealth Management, LLC |
11 |
TPRRX - TRANSAMERICA FUNDS - Transamerica Inflation-Protected Securities R |
11 |
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
11 |
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares |
11 |
StoneX Group Inc. |
11 |
TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A |
11 |
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A |
11 |
AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 |
11 |
Hartland & Co., LLC |
11 |
Good Life Advisors, LLC |
11 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
11 |
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class |
11 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
11 |
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF |
11 |
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II |
11 |
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A |
11 |
BDO Wealth Advisors, LLC |
11 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I |
11 |
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF |
11 |
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund |
11 |
Cerebellum GP, LLC |
11 |
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
11 |
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
11 |
Oppenheimer Capital Income Fund |
11 |
Franklin Universal Trust |
11 |
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A |
11 |
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
11 |
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
11 |
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
11 |
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
11 |
ACSKX - American Century Investment Trust - Short Duration Fund C Class |
11 |
Pimco Corporate & Income Opportunity Fund |
11 |
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
11 |
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares |
11 |
John Hancock Preferred Income Fund |
11 |
John Hancock Preferred Income Fund Iii |
11 |
John Hancock Preferred Income Fund Ii |
11 |
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia |
11 |
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
11 |
Wildermuth Endowment Strategy Fund |
11 |
Eagle Growth & Income Opportunities Fund |
11 |
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
11 |
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
11 |
Lombard Odier Asset Management (USA) Corp |
11 |
Cohen & Steers Reit & Preferred Income Fund Inc |
11 |
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
11 |
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I |
11 |
MERVX - MERGER FUND VL - The Merger Fund VL |
11 |
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
11 |
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
11 |
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
11 |
Transamerica Partners Portfolios |
11 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
11 |
Transamerica Partners Funds Group Ii |
11 |
WATPX - WESTERN ASSET FUNDS INC - Western Asset Inflation Indexed Plus Bond Fund Class FI |
11 |
Transamerica Partners Funds Group |
11 |
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class |
11 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
11 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
11 |
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
11 |
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF |
11 |
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
11 |
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
11 |
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund |
11 |
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
11 |
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I |
11 |
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund |
11 |
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
11 |
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
11 |
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
11 |
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares |
11 |
Bmc Fund Inc |
11 |
IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
11 |
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional |
11 |
Aristides Capital LLC |
11 |
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
11 |
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
11 |
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
11 |
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
11 |
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T |
11 |
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
11 |
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund |
11 |
Tortoise Capital Series Trust - Tortoise Energy Infrastructure Total Return Fund A Class |
11 |
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail |
11 |
Claraphi Advisory Network, LLC |
11 |
Keystone Financial Group |
11 |
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio |
11 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A |
11 |
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
11 |
Measured Wealth Private Client Group, LLC |
11 |
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class |
11 |
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class |
11 |
Entrustpermal Partners Offshore Lp |
11 |
Arrow Financial Corp |
10 |
Pinkerton Retirement Specialists, LLC |
10 |
LRI Investments, LLC |
10 |
Integrated Wealth Concepts LLC |
10 |
Hilltop Holdings Inc. |
10 |
U S Global Investors Inc |
10 |
Prescott Group Capital Management, L.l.c. |
10 |
Raab & Moskowitz Asset Management LLC |
10 |
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
10 |
Exencial Wealth Advisors, Llc |
10 |
ZMLP - Direxion Shares ETF Trust - Direxion Zacks MLP High Income Index Shares |
10 |
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A |
10 |
Lake Point Wealth Management |
10 |
Rialto Wealth Management, LLC |
10 |
Gts Securities Llc |
10 |
Raleigh Capital Management Inc. |
10 |
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
10 |
HB Wealth Management, LLC |
10 |
Susquehanna Portfolio Strategies, LLC |
10 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 |
10 |
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A |
10 |
Aquatic Capital Management LLC |
10 |
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio |
10 |
Guggenheim Credit Allocation Fund |
10 |
Keebeck Alpha, LP |
10 |
Formidable Asset Management, LLC |
10 |
Financial Network Wealth Advisors LLC |
10 |
Beach Investment Management, LLC. |
10 |
Yousif Capital Management, Llc |
10 |
TFI - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Municipal Bond ETF |
10 |
Corient Capital Partners, LLC |
10 |
Wealth Quarterback LLC |
10 |
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
10 |
WCPBX - WEITZ FUNDS - Core Plus Income Fund - Institutional Class |
10 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
10 |
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF |
10 |
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF |
10 |
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class |
10 |
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A |
10 |
RGT Wealth Advisors, LLC |
10 |
Thomasville National Bank |
10 |
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF |
10 |
Fernwood Investment Management, LLC |
10 |
Tucker Asset Management Llc |
10 |
Kovack Advisors, Inc. |
10 |
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
10 |
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class |
10 |
Algert Global Llc |
10 |
Creekmur Asset Management LLC |
10 |
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
10 |
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A |
10 |
Chilton Investment Co Llc |
10 |
Peapack Gladstone Financial Corp |
10 |
Ci Investments Inc. |
10 |
D'Orazio & Associates, Inc. |
10 |
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class |
10 |
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
10 |
Bahl & Gaynor Inc |
10 |
CNB Bank |
10 |
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
10 |
Coppell Advisory Solutions Corp. |
10 |
First City Capital Management, Inc. |
10 |
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
10 |
Roosevelt Investment Group Llc |
10 |
True Wealth Design, LLC |
10 |
Spectrum Management Group, LLC |
10 |
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) |
10 |
Hilltop National Bank |
10 |
Gyl Financial Synergies, Llc |
10 |
Pinnacle Wealth Planning Services, Inc. |
10 |
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A |
10 |
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF |
10 |
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class |
10 |
Kalos Management, Inc. |
10 |
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund |
10 |
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
10 |
Moore Capital Management, Lp |
10 |
Castleview Partners, Llc |
10 |
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund |
10 |
Aviva Plc |
10 |
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund |
10 |
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
10 |
Headlands Technologies LLC |
10 |
Greenland Capital Management LP |
10 |
Western Asset Diversified Income Fund |
10 |
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
10 |
Ashton Thomas Private Wealth, LLC |
10 |
C V Starr & Co Inc |
10 |
Vigilant Capital Management, LLC |
10 |
Versor Investments LP |
10 |
Accurate Wealth Management, LLC |
10 |
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A |
10 |
Avantax Planning Partners, Inc. |
10 |
LKBAX - LKCM Funds - LKCM Balanced Fund |
10 |
Kestra Investment Management, LLC |
10 |
Advisor Resource Council |
10 |
McIlrath & Eck, LLC |
10 |
Old National Bancorp /in/ |
10 |
Yaupon Capital Management LP |
10 |
Twin Tree Management, LP |
10 |
RMLPX - Two Roads Shared Trust - Recurrent MLP & Infrastructure Fund Class I |
10 |
McAdam, LLC |
10 |
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund |
10 |
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A |
10 |
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
10 |
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A |
10 |
Concurrent Investment Advisors, LLC |
10 |
Wealthspire Advisors, LLC |
10 |
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A |
10 |
Holocene Advisors, LP |
10 |
Highbridge Capital Management Llc |
10 |
ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS |
10 |
Bridgecreek Investment Management, LLC |
10 |
Pensionmark Financial Group, Llc |
10 |
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
10 |
Coastal Capital Group, Inc. |
10 |
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) |
10 |
Crewe Advisors LLC |
10 |
Townsquare Capital Llc |
10 |
Livingston Group Asset Management CO (operating as Southport Capital Management) |
10 |
Morningstar Investment Services LLC |
10 |
Trustcore Financial Services, Llc |
10 |
Wbh Advisory Inc |
10 |
Entropy Technologies, LP |
10 |
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) |
10 |
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
10 |
Vectors Research Management, LLC |
10 |
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class |
10 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class |
10 |
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
10 |
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
10 |
Profund Advisors Llc |
10 |
Private Ocean, LLC |
10 |
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
10 |
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
10 |
Reaves W H & Co Inc |
10 |
Klingenstein Fields & Co Lp |
10 |
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
10 |
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF |
10 |
Quantinno Capital Management LP |
10 |
Cypress Funds Llc |
10 |
Pimco Dynamic Credit & Mortgage Income Fund |
10 |
Gen-Wealth Partners Inc |
10 |
Placemark Investments, Inc. |
10 |
Rushmore Investment Advisors, Inc. |
10 |
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
10 |
Wade G W & Inc |
10 |
First PREMIER Bank |
10 |
Pennsylvania Trust Co |
10 |
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class |
10 |
Horizon Investments, LLC |
10 |
Managed Account Advisors Llc |
10 |
Morningstar Investment Management LLC |
10 |
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class |
10 |
Webster Bank, N. A. |
10 |
Ubs Oconnor Llc |
10 |
BNY MELLON VARIABLE INVESTMENT FUND - Quality Bond Portfolio - Initial Shares |
10 |
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 |
10 |
Candriam Luxembourg S.C.A. |
10 |
Oppenheimer Quest For Value Funds |
10 |
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares |
10 |
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF |
10 |
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF |
10 |
Childress Capital Advisors, Llc |
10 |
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A |
10 |
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
10 |
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF |
10 |
Boston Financial Mangement Llc |
10 |
Ray Gerald L & Associates Ltd |
10 |
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
10 |
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A |
10 |
Merewether Investment Management, LP |
10 |
Occudo Quantitative Strategies Lp |
10 |
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class |
10 |
ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
10 |
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio |
10 |
EntryPoint Capital, LLC |
10 |
Whitener Capital Management, Inc. |
10 |
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
10 |
Ziegler Capital Management, LLC |
10 |
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF |
10 |
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A |
10 |
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
10 |
Barrett Asset Management, LLC |
10 |
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF |
10 |
Intech Investment Management Llc |
10 |
First Western Capital Management Co |
10 |
Crestwood Advisors Group LLC |
10 |
Osborn Rohs Williams & Donohoe Ltd |
10 |
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A |
10 |
Lsp Investment Advisors, Llc |
10 |
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares |
10 |
Pictet Asset Management Sa |
10 |
TIMOTHY PLAN - Timothy Strategic Variable |
10 |
Twin Peaks Wealth Advisors, LLC |
10 |
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
10 |
GeoWealth Management, LLC |
10 |
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
10 |
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
10 |
Ethic Inc. |
10 |
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF |
10 |
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
10 |
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares |
10 |
Eqis Capital Management, Inc. |
10 |
Caitong International Asset Management Co., Ltd |
10 |
CMIAX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Class A |
10 |
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
10 |
Capital World Investors |
10 |
Oppenheimer Limited-term Bond Fund |
10 |
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
10 |
Aaron Wealth Advisors LLC |
10 |
Colony Group, LLC |
10 |
Dynamic Advisor Solutions LLC |
10 |
Point72 Asia (Singapore) Pte. Ltd. |
10 |
Wipfli Financial Advisors Llc, |
10 |
Gdl Fund |
10 |
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
10 |
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF |
10 |
Beaird Harris Wealth Management, LLC |
10 |
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF |
10 |
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
10 |
Eaton Vance Senior Income Trust |
10 |
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
10 |
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares |
10 |
Destination Wealth Management |
10 |
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
10 |
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A |
10 |
Pimco Income Strategy Fund Ii |
10 |
Adirondack Trust Co |
10 |
Principal Street Partners, LLC |
10 |
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L |
10 |
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I |
10 |
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
10 |
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I |
10 |
BFOR - ALPS ETF Trust - Barron's 400 ETF |
10 |
SpiderRock Advisors, LLC |
10 |
Emerald Acquisition Ltd. |
10 |
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF |
10 |
Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 |
10 |
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I |
10 |
UMA Financial Services, Inc. |
10 |
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
10 |
WFLEX - ADVISORS' INNER CIRCLE FUND - Westwood Flexible Income Fund INSTITUTIONAL SHARES |
10 |
BTCR - Volt ETF Trust - Volt Crypto Industry Revolution and Tech ETF |
10 |
Johnson Financial Group, LLC |
10 |
BERIX - Chartwell Funds - Berwyn Income Fund |
10 |
Camelot Portfolios, LLC |
10 |
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF |
10 |
Tcwp Llc |
10 |
Global Financial Private Capital, LLC |
10 |
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
10 |
TRUE Private Wealth Advisors |
10 |
Shinko Asset Management Co., Ltd. |
10 |
Guyasuta Investment Advisors Inc |
10 |
Ivy High Income Opportunities Fund |
10 |
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
10 |
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A |
10 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
10 |
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II |
10 |
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A |
10 |
Sugarloaf Wealth Management, LLC |
10 |
Envestnet Portfolio Solutions, Inc. |
10 |
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND |
10 |
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L |
10 |
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF |
10 |
Annis Gardner Whiting Capital Advisors, LLC |
10 |
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A |
10 |
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
10 |
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A |
10 |
Carnick & Kubik, LLC |
10 |
Allred Capital Management, LLC |
10 |
Plancorp, LLC |
10 |
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A |
10 |
Pimco Corporate & Income Strategy Fund |
10 |
IGE - iSHARES TRUST - iShares North American Natural Resources ETF |
10 |
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
10 |
Requisite Capital Management, LLC |
10 |
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
10 |
Harbor Investment Advisory, Llc |
10 |
Assured Investment Management LLC |
10 |
Quest Partners LLC |
10 |
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF |
10 |
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund |
10 |
Prime Capital Investment Advisors, LLC |
10 |
Bellwether Investment Group, LLC |
10 |
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
10 |
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF |
10 |
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
10 |
Vestmark Advisory Solutions, Inc. |
10 |
Cribstone Capital Management, LLC |
10 |
Delaware Vip Trust - Delaware Vip Value Series Standard Class |
10 |
Cfm Wealth Partners Llc |
10 |
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
10 |
Meridian Wealth Partners, LLC |
10 |
Montag A & Associates Inc |
10 |
JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class |
10 |
Oliver Lagore Vanvalin Investment Group |
10 |
GGIAX - GOLDMAN SACHS TRUST - Goldman Sachs Global Infrastructure Fund Class A Shares |
9 |
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
9 |
Osterweis Capital Management Inc |
9 |
Gilman Hill Asset Management, LLC |
9 |
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
9 |
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) |
9 |
Assenagon Asset Management S.A. |
9 |
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
9 |
Griffin Asset Management, Inc. |
9 |
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
9 |
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A |
9 |
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
9 |
Quantamental Technologies LLC |
9 |
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
9 |
ORDNX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DIVIDEND GROWTH FUND CLASS I |
9 |
Alternative Strategies Fund |
9 |
American National Bank |
9 |
Accel Wealth Management |
9 |
Erste Asset Management GmbH |
9 |
Neville Rodie & Shaw Inc |
9 |
Founders Capital Management |
9 |
New York State Teachers Retirement System |
9 |
Barings Global Short Duration High Yield Fund |
9 |
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class |
9 |
Winch Advisory Services, LLC |
9 |
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II |
9 |
Sterling Investment Advisors, Ltd. |
9 |
Hoxton Financial, Inc. |
9 |
Brighthouse Funds Trust I - AB International Bond Portfolio Class B |
9 |
Investment Centers Of America Inc |
9 |
Shell Asset Management Co |
9 |
Northwest Investment Counselors, Llc |
9 |
Police & Firemen's Retirement System of New Jersey |
9 |
Klp Kapitalforvaltning As |
9 |
Green Owl Capital Management, LLC |
9 |
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
9 |
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
9 |
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
9 |
IWV - iSHARES TRUST - iShares Russell 3000 ETF |
9 |
HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF |
9 |
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A |
9 |
Bluefin Capital Management, Llc |
9 |
Itau Unibanco Holding S.A. |
9 |
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF |
9 |
PFFV - Global X Funds - Global X Variable Rate Preferred ETF |
9 |
Beacon Pointe Advisors, LLC |
9 |
Hardy Reed LLC |
9 |
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
9 |
Jain Global LLC |
9 |
Oregon Public Employees Retirement Fund |
9 |
MFS VARIABLE INSURANCE TRUST - MFS Utilities Series Initial Class |
9 |
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class |
9 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
9 |
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A |
9 |
Samalin Investment Counsel, LLC |
9 |
Virtus Investment Advisers, Inc. |
9 |
Venture Visionary Partners LLC |
9 |
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
9 |
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
9 |
USNG - Amplify ETF Trust - Amplify Samsung U.S. Natural Gas Infrastructure ETF |
9 |
Parkworth Wealth Management, Inc. |
9 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
9 |
Independent Portfolio Consultants, Inc. |
9 |
Next Financial Holdings |
9 |
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
9 |
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A) |
9 |
ClariVest Asset Management LLC |
9 |
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 |
9 |
Csenge Advisory Group |
9 |
Liberty Wealth Management Llc |
9 |
Advisor Partners Llc |
9 |
Oppenheimer Corporate Bond Fund |
9 |
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A |
9 |
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
9 |
Selective Wealth Management, Inc. |
9 |
Hussman Strategic Advisors, Inc. |
9 |
Palmer Square Opportunistic Income Fund |
9 |
PHYSX - ADVISORS SERIES TRUST - PIA High Yield Fund Institutional Class |
9 |
Princeton Global Asset Management LLC |
9 |
Merit Financial Group, LLC |
9 |
FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF |
9 |
PIAMX - ADVISORS SERIES TRUST - PIA High Yield (MACS) Fund Managed Account Completion Shares |
9 |
Dorsey Wright & Associates |
9 |
World Asset Management Inc |
9 |
Summit Financial, LLC |
9 |
Ab Pooling Portfolios |
9 |
Wbi Investments, Inc. |
9 |
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
9 |
Professional Financial Advisors, LLC |
9 |
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional |
9 |
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
9 |
Savant Capital, LLC |
9 |
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class |
9 |
Chessman Wealth Strategies Ria |
9 |
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
9 |
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
9 |
Yorktown Management & Research Co Inc |
9 |
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund |
9 |
Meritage Portfolio Management |
9 |
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I |
9 |
Voya Global Advantage & Premium Opportunity Fund |
9 |
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional |
9 |
W.G. Shaheen & Associates DBA Whitney & Co |
9 |
GLIF - AGF Investments Trust - AGFiQ Global Infrastructure ETF |
9 |
Eudaimonia Partners, LLC |
9 |
Jnl Series Trust - Jnl/franklin Templeton Global Multisector Bond Fund (a) |
9 |
Pearl River Capital, LLC |
9 |
Change Path, LLC |
9 |
Carolinas Wealth Consulting Llc |
9 |
Zurich Insurance Group Ltd/FI |
9 |
Amplify Investments, Llc |
9 |
Clark Capital Management Group, Inc. |
9 |
QCM Cayman, Ltd. |
9 |
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
9 |
Cinctive Capital Management LP |
9 |
BI Asset Management Fondsmaeglerselskab A/S |
9 |
FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class |
9 |
Verus Capital Partners, Llc |
9 |
Laffer Investments |
9 |
CVA Family Office, LLC |
9 |
Whipplewood Advisors, LLC |
9 |
DiNuzzo Private Wealth, Inc. |
9 |
Moisand Fitzgerald Tamayo, LLC |
9 |
Blume Capital Management, Inc. |
9 |
Westpac Banking Corp |
9 |
PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A |
9 |
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A |
9 |
PartnerRe Asset Management CORP |
9 |
Capula Management Ltd |
9 |
Element Capital Management Llc |
9 |
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
9 |
HEFAX - HIGHLAND FUNDS II - Highland Energy MLP Fund Class A |
9 |
Apriem Advisors |
9 |
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A |
9 |
Meridian Wealth Advisors, LLC |
9 |
Global Wealth Management Investment Advisory, Inc. |
9 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares |
9 |
Deep Basin Capital LP |
9 |
Mraz, Amerine & Associates, Inc. |
9 |
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF |
9 |
Corebridge Financial, Inc. |
9 |
HHM Wealth Advisors, LLC |
9 |
BGLAX - Brookfield Investment Funds - Brookfield Global Listed Infrastructure Fund Class A |
9 |
IBML - iSHARES TRUST - iShares iBonds Dec 2023 Term Muni Bond ETF |
9 |
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
9 |
Ridgeworth Funds |
9 |
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund |
9 |
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
9 |
Luminus Management Llc |
9 |
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
9 |
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
9 |
Nicholas Company, Inc. |
9 |
Pekin Hardy Strauss, Inc. |
9 |
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
9 |
Hartford Investment Management Co |
9 |
Albion Financial Group /ut |
9 |
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 |
9 |
Hall Laurie J Trustee |
9 |
Jnl Variable Fund Llc - Jnl/mellon Energy Sector Fund (a) |
9 |
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A |
9 |
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF |
9 |
VTES - VANGUARD WELLINGTON FUND - Vanguard Short-Term Tax-Exempt Bond ETF ETF Shares |
9 |
Reaves Utility Income Fund |
9 |
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
9 |
Atomi Financial Group, Inc. |
9 |
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
9 |
Nebula Research & Development LLC |
9 |
PFG Investments, LLC |
9 |
Duff & Phelps Utility & Corporate Bond Trust Inc |
9 |
FSNGX - FIDELITY SELECT PORTFOLIOS - Natural Gas Portfolio |
9 |
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF |
9 |
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
9 |
Avidian Wealth Solutions, LLC |
9 |
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
9 |
M&r Capital Management Inc |
9 |
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
9 |
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
9 |
Tetrad Corp |
9 |
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
9 |
Quarry LP |
9 |
South Texas Money Management Ltd |
9 |
Employees Retirement System of Texas |
9 |
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class |
9 |
DMPAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF MLP & Energy Infrastructure Fund Class A |
9 |
Birch Capital Management, LLC |
9 |
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
9 |
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z |
9 |
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
9 |
Aviance Capital Management, Llc |
9 |
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF |
9 |
Advent Claymore Convertible Securities & Income Fund |
9 |
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A |
9 |
Armstrong Advisory Group, Inc |
9 |
Brewin Dolphin Ltd |
9 |
Koshinski Asset Management, Inc. |
9 |
Trust Co |
9 |
Edgestream Partners, L.P. |
9 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
9 |
Cibc World Markets Corp |
9 |
Baird Robert W & Co Inc /wi/ |
9 |
Cambridge Trust Co |
9 |
ICA Group Wealth Management, LLC |
9 |
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
9 |
Summit Financial Wealth Advisors, LLC |
9 |
Equitable Holdings, Inc. |
9 |
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
9 |
Axxcess Wealth Management, Llc |
9 |
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
9 |
Hodges Capital Management Inc. |
9 |
Spring Creek Capital Llc |
9 |
Tortoise Capital Series Trust - Tortoise Essential Energy Fund |
9 |
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund |
9 |
Certified Advisory Corp |
9 |
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A |
9 |
Edge Asset Management, Inc |
9 |
Qs Batterymarch Financial Management, Inc |
9 |
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF |
9 |
Hantz Financial Services, Inc. |
9 |
Antonetti Capital Management LLC |
9 |
Picton Mahoney Asset Management |
9 |
Acorn Wealth Advisors, LLC |
9 |
Edgemoor Investment Advisors, Inc. |
9 |
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF |
9 |
Beacon Capital Management, LLC |
9 |
Grove Bank & Trust |
9 |
Cornercap Investment Counsel Inc |
9 |
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A |
9 |
Park Avenue Securities Llc |
9 |
My Personal CFO, LLC |
9 |
WR Wealth Planners, LLC |
9 |
Davidson Kempner Capital Management Lp |
9 |
TCTC Holdings, LLC |
9 |
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF |
9 |
Sentinel Trust Co Lba |
9 |
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF |
9 |
Householder Group Estate & Retirement Specialist, LLC |
9 |
Appaloosa Lp |
9 |
Hollow Brook Wealth Management LLC |
9 |
Trust CO of the Ozarks |
9 |
HSBC FUNDS - HSBC High Yield Fund Class A |
9 |
Nuveen Variable Rate Preferred & Income Fund |
9 |
EAEAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Equity Asset Allocation Fund Class A |
9 |
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund |
9 |
VDAFX - VALIC Co I - Dynamic Allocation Fund |
9 |
Iridian Asset Management Llc/ct |
9 |
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
9 |
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I |
9 |
Thurston, Springer, Miller, Herd & Titak, Inc. |
9 |
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund |
9 |
Winfield Associates, Inc. |
9 |
Forum Financial Management, LP |
9 |
Daiwa Securities Group Inc. |
9 |
Macquarie Global Infrastructure Total Return Fund Inc. |
9 |
Carlson Capital L P |
9 |
Dixon Hughes Goodman Wealth Advisors LLC |
9 |
CFBNX - COMMERCE FUNDS - The Bond Fund Shares |
9 |
Sit Investment Associates Inc |
9 |
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C |
9 |
Reuter James Wealth Management, Llc |
9 |
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
9 |
Alexandria Capital, LLC |
9 |
Sheets Smith Wealth Management |
9 |
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A |
9 |
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A |
9 |
10Elms LLP |
9 |
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A |
9 |
First Bank & Trust |
9 |
Genesis Wealth Advisors, LLC |
9 |
C M Bidwell & Associates Ltd |
9 |
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF |
9 |
RFG Advisory, LLC |
9 |
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M |
9 |
EJF Capital LLC |
9 |
Gerstein Fisher |
9 |
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP |
9 |
South Georgia Capital, Llc |
9 |
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class |
9 |
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
9 |
Parisi Gray Wealth Management |
9 |
ETRADE Capital Management LLC |
9 |
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
9 |
Farmers & Merchants Trust Co of Chambersburg PA |
9 |
ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF |
9 |
Sarofim Fayez |
9 |
New York Life Investment Management Llc |
9 |
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I |
9 |
Activest Wealth Management |
9 |
Basso Capital Management, L.p. |
9 |
Northwest & Ethical Investments L.P. |
9 |
Guardian Capital Lp |
9 |
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
9 |
Dark Forest Capital Management Lp |
9 |
Bruderman Asset Management, LLC |
9 |
Saturna Capital CORP |
9 |
Marathon Trading Investment Management LLC |
9 |
J. Goldman & Co LP |
9 |
Teza Capital Management LLC |
9 |
Ironwood Investment Counsel, LLC |
9 |
Fulton Bank, N.a. |
9 |
Detwiler Fenton Investment Management LLC |
9 |
Dorsey & Whitney Trust CO LLC |
9 |
VNBTrust, National Association |
9 |
Atlas Capital Advisors Llc |
9 |
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
9 |
Woodmont Investment Counsel Llc |
9 |
Greenleaf Trust |
9 |
Shelton Capital Management |
9 |
Hennion & Walsh Asset Management, Inc. |
9 |
Continuum Advisory, LLC |
9 |
Adviser Investments LLC |
9 |
Curian Series Trust |
9 |
Triad Wealth Partners, LLC |
9 |
Pimco Global Stocksplus & Income Fund |
9 |
Perkins Coie Trust Co |
9 |
Contravisory Investment Management, Inc. |
9 |
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A |
9 |
Cipher Capital LP |
9 |
Hartree Partners, LP |
9 |
Pimco Income Opportunity Fund |
9 |
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A |
9 |
IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF |
9 |
Jnl Strategic Income Fund Llc |
9 |
Pimco Flexible Credit Income Fund |
9 |
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
9 |
Weiss Strategic Interval Fund |
9 |
Chicago Capital Management, LLC |
9 |
SOA Wealth Advisors, LLC. |
9 |
SkyView Investment Advisors, LLC |
9 |
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF |
9 |
Asset Management One Co., Ltd. |
9 |
Freedman Financial Associates, Inc. |
9 |
Nachman Norwood & Parrott, Inc |
9 |
Sourcerock Group LLC |
9 |
Meadow Creek Investment Management LLC |
9 |
VSR Financial Services, Inc. |
9 |
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
9 |
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A |
9 |
Interchange Capital Partners, LLC |
9 |
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF |
9 |
Cary Street Partners Financial Llc |
9 |
Pcm Fund, Inc. |
9 |
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF |
9 |
Altus Wealth Group LLC |
9 |
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF |
9 |
Acropolis Investment Management, LLC |
9 |
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF |
8 |
Caxton Associates Lp |
8 |
Bardin Hill Management Partners Lp |
8 |
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
8 |
RiverPoint Capital Management, LLC |
8 |
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 |
8 |
ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF |
8 |
HISF - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Strategic Income ETF |
8 |
Clean Yield Group |
8 |
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares |
8 |
Twin Focus Capital Partners, Llc |
8 |
PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF |
8 |
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class |
8 |
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A |
8 |
Gotham Asset Management, LLC |
8 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 |
8 |
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A |
8 |
Concert Wealth Management Inc. |
8 |
Khp Capital, Llc |
8 |
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
8 |
ITM - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Intermediate Municipal Index ETF |
8 |
PFFD - Global X Funds - Global X U.S. Preferred ETF |
8 |
NexPoint Credit Strategies Fund |
8 |
S. Muoio & Co. Llc |
8 |
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund |
8 |
HighPoint Advisor Group LLC |
8 |
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
8 |
VTL Associates, LLC |
8 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
8 |
Caldwell Securities, Inc |
8 |
Mitchell Mcleod Pugh & Williams Inc |
8 |
Founders Bank & Trust |
8 |
Peoples Financial Services Corp. |
8 |
Live Your Vision, LLC |
8 |
Community Bank System, Inc. |
8 |
Belvedere Trading LLC |
8 |
Legg Mason Investment Counsel & Trust Co., N.A. |
8 |
SevenBridge Financial Group, LLC |
8 |
Town & Country Bank & Trust CO dba First Bankers Trust CO |
8 |
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund |
8 |
AllSquare Wealth Management LLC |
8 |
Karp Capital Management Corp |
8 |
Utah Retirement Systems |
8 |
Comerica Securities Inc |
8 |
Essex Investment Management Co Llc |
8 |
Verity & Verity, LLC |
8 |
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares |
8 |
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares |
8 |
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A |
8 |
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
8 |
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class |
8 |
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
8 |
Willingdon Wealth Management |
8 |
OHIO NATIONAL FUND INC - ON Bond Portfolio |
8 |
Mascoma Wealth Management LLC |
8 |
GII - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF |
8 |
Tiger Eye Capital LLC |
8 |
Adell Harriman & Carpenter Inc |
8 |
Baker Avenue Asset Management, LP |
8 |
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I |
8 |
Elkfork Partners LLC |
8 |
Glenview Trust Co |
8 |
Modera Wealth Management, LLC |
8 |
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
8 |
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class |
8 |
Cpwm, Llc |
8 |
Flinton Capital Management LLC |
8 |
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
8 |
Harvest Fund Management Co., Ltd |
8 |
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
8 |
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
8 |
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
8 |
Davis R M Inc |
8 |
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
8 |
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF |
8 |
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF |
8 |
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio |
8 |
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF |
8 |
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
8 |
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF |
8 |
IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF |
8 |
Cohen Capital Management, Inc. |
8 |
Eastern Bank |
8 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 |
8 |
Abner Herrman & Brock Llc |
8 |
Doyle Wealth Management |
8 |
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S |
8 |
Vivaldi Capital Management, LLC |
8 |
Aevitas Wealth Management, Inc. |
8 |
Stancorp Investment Advisers Inc |
8 |
Evanson Asset Management, LLC |
8 |
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
8 |
Atlantic Trust, LLC |
8 |
Triangle Securities Wealth Management |
8 |
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A |
8 |
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
8 |
Gables Capital Management Inc. |
8 |
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A |
8 |
Hanseatic Management Services Inc |
8 |
AlphaStar Capital Management, LLC |
8 |
First Midwest Bank Trust Division |
8 |
Illinois Municipal Retirement Fund |
8 |
Isthmus Partners, Llc |
8 |
Intersect Capital LLC |
8 |
Third Security, LLC |
8 |
Korea Investment CORP |
8 |
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
8 |
AlphaMark Advisors, LLC |
8 |
Standard Life Aberdeen plc |
8 |
Key FInancial Inc |
8 |
Delpha Capital Management, Llc |
8 |
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund |
8 |
Eagle Asset Management Inc |
8 |
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
8 |
Column Capital Advisors, LLC |
8 |
Asio Capital, LLC |
8 |
Allen Investment Management LLC |
8 |
Procyon Private Wealth Partners, LLC |
8 |
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
8 |
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A |
8 |
Natixis Investment Managers International |
8 |
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
8 |
Bridgeway Capital Management Inc |
8 |
Ellington Management Group Llc |
8 |
Silver Bridge Capital Management LLC |
8 |
Mizuho Securities Usa Llc |
8 |
Lucas Capital Management |
8 |
Caas Capital Management Lp |
8 |
E&G Advisors, LP |
8 |
LKFIX - LKCM Funds - LKCM Fixed Income Fund |
8 |
Elevation Series Trust - RiverNorth Patriot ETF |
8 |
Voya Natural Resources Equity Income Fund |
8 |
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
8 |
Putnam Fl Investment Management Co |
8 |
Voya Global Equity Dividend & Premium Opportunity Fund |
8 |
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional |
8 |
Centenus Global Management, Lp |
8 |
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
8 |
Coastline Trust Co |
8 |
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF |
8 |
Truewealth Llc |
8 |
VSDIX - Managed Portfolio Series - Securian AM Real Asset Income Fund Institutional Class Shares |
8 |
Private Wealth Partners, LLC |
8 |
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund |
8 |
Atlas Private Wealth Advisors |
8 |
Louisiana State Employees Retirement System |
8 |
Athena Capital Advisors Llc |
8 |
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
8 |
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
8 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class |
8 |
High Point Bank & Trust Co |
8 |
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
8 |
Palladium Partners Llc |
8 |
Whalerock Point Partners, Llc |
8 |
Founders Financial Alliance, LLC |
8 |
IGF - iSHARES TRUST - iShares Global Infrastructure ETF |
8 |
Commonwealth Financial Services, LLC |
8 |
YHB Investment Advisors, Inc. |
8 |
WealthTrust Axiom LLC |
8 |
Sii Investments Inc/wi |
8 |
Transce3nd, LLC |
8 |
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
8 |
Lebenthal Holdings,LLC |
8 |
Garde Capital, Inc. |
8 |
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class |
8 |
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
8 |
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
8 |
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
8 |
Strategy Asset Managers Llc |
8 |
Fulton Breakefield Broenniman Llc |
8 |
Rossby Financial, LCC |
8 |
Bellwether Advisors, LLC |
8 |
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
8 |
Mutual Of America Capital Management Llc |
8 |
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
8 |
Colonial Trust Advisors |
8 |
Mcdonald Partners Llc |
8 |
Swift Run Capital Management, LLC |
8 |
Reliance Trust Co Of Delaware |
8 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
8 |
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
8 |
CoreFirst Bank & Trust |
8 |
Clarus Group, Inc. |
8 |
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
8 |
Clal Insurance Enterprises Holdings Ltd |
8 |
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF |
8 |
Curi Wealth Management, LLC |
8 |
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class |
8 |
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund |
8 |
Optiver Holding B.V. |
8 |
Texas Permanent School Fund |
8 |
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial |
8 |
FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y |
8 |
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A |
8 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
8 |
Emerald Investment Partners, Llc |
8 |
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
8 |
Corigliano Investment Advisers, LLC |
8 |
Epoch Investment Partners, Inc. |
8 |
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
8 |
Centerpoint Advisors, LLC |
8 |
First Command Advisory Services, Inc. |
8 |
IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF |
8 |
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF |
8 |
IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares |
8 |
Wealthfront Inc |
8 |
Ipswich Investment Management Co., Inc. |
8 |
Ameriflex Group, Inc. |
8 |
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
8 |
Sterneck Capital Management, LLC |
8 |
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF |
8 |
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A |
8 |
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class |
8 |
A. D. Beadell Investment Counsel, Inc. |
8 |
Capital Performance Advisors Llp |
8 |
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II |
8 |
FCG - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Natural Gas ETF |
8 |
Obermeyer Wood Investment Counsel, Lllp |
8 |
Buckingham Strategic Partners |
8 |
Confluence Wealth Services, Inc. |
8 |
Schulhoff & Co Inc |
8 |
CenterBook Partners LP |
8 |
Oppenheimer Global High Yield Fund |
8 |
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 |
8 |
CMBEX - World Funds Trust - Curasset Capital Management Core Bond Fund Founders Class |
8 |
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares |
8 |
Advisory Alpha, LLC |
8 |
Copeland Capital Management, LLC |
8 |
Guggenheim Taxable Municipal Managed Duration Trust |
8 |
Busey Wealth Management |
8 |
Autumn Glory Partners, LLC |
8 |
Insight 2811, Inc. |
8 |
Aristeia Capital Llc |
8 |
First National Bank Sioux Falls |
8 |
City State Bank |
8 |
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
8 |
Quantitative Investment Management, LLC |
8 |
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A |
8 |
YFFI - Spinnaker ETF Series - Indexperts Yield Focused Fixed Income ETF |
8 |
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares |
8 |
BOK Financial Private Wealth, Inc. |
8 |
Douglass Winthrop Advisors, LLC |
8 |
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares |
8 |
Old Mutual Global Investors (UK) Ltd. |
8 |
Resurgent Financial Advisors LLC |
8 |
1620 Investment Advisors, Inc. |
8 |
Fortitude Advisory Group L.L.C. |
8 |
Fdp Series, Inc. |
8 |
Vise Technologies, Inc. |
8 |
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
8 |
Brave Asset Management Inc |
8 |
FLDFX - Meeder Funds - BALANCED FUND Retail Class |
8 |
Macquarie/first Trust Global Infrastr/util Div & Inc Fund |
8 |
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF |
8 |
Avenue Income Credit Strategies Fund |
8 |
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund |
8 |
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
8 |
Clifford Swan Investment Counsel Llc |
8 |
Hardman Johnston Global Advisors LLC |
8 |
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
8 |
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
8 |
Romano Brothers And Company |
8 |
Pittenger & Anderson Inc |
8 |
Advisor Partners Ii, Llc |
8 |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
8 |
THYF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. High Yield ETF |
8 |
Stockman Wealth Management, Inc. |
8 |
Glass Jacobson Investment Advisors llc |
8 |
Bridgewater Associates, LP |
8 |
Bank Of Nova Scotia Trust Co |
8 |
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A |
8 |
Mfs Intermediate Income Trust |
8 |
LGT Financial Advisors LLC |
8 |
Soroban Capital Partners LP |
8 |
Point72 Middle East FZE |
8 |
Ajo, Lp |
8 |
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA |
8 |
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB |
8 |
Putnam ETF Trust - Putnam ESG Core Bond ETF - |
8 |
Dreman Value Management, L L C |
8 |
EQ ADVISORS TRUST - EQ/MFS Utilities Series Portfolio Class IB |
8 |
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
8 |
VSDB - VANGUARD MALVERN FUNDS - Vanguard Short Duration Bond ETF ETF Shares |
8 |
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf |
8 |
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
8 |
Private Wealth Asset Management, LLC |
8 |
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I |
8 |
SHM - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Short Term Municipal Bond ETF |
8 |
EA Series Trust |
8 |
HFM Investment Advisors, LLC |
8 |
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A |
8 |
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
8 |
Cape Investment Advisory, Inc. |
8 |
Norden Group Llc |
8 |
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
8 |
West Paces Advisors Inc. |
8 |
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
8 |
BKM Wealth Management, LLC |
8 |
Avenir Corp |
8 |
Bruce G. Allen Investments, LLC |
8 |
Nwq Investment Management Company, Llc |
8 |
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A |
8 |
Turtle Creek Wealth Advisors, LLC |
8 |
FIL Ltd |
8 |
Custom Index Systems, Llc |
8 |
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
8 |
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF |
8 |
Atom Investors LP |
8 |
Gladstone Institutional Advisory LLC |
8 |
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
8 |
Underlying Funds Trust |
8 |
Pacholder High Yield Fund Inc |
8 |
Great Valley Advisor Group, Inc. |
8 |
Cushing Etf Trust |
8 |
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I |
8 |
Private Wealth Management Group, LLC |
8 |
JEUTX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Utilities Trust NAV |
8 |
Sachetta, LLC |
8 |
Tidemark, LLC |
8 |
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
8 |
Wambolt & Associates, LLC |
8 |
Tibra Equities Europe Ltd |
8 |
Legacy Financial Advisors, Inc. |
8 |
Resources Management Corp /ct/ /adv |
8 |
Williams Jones Wealth Management, LLC. |
8 |
Mckinley Capital Management Llc /delaware |
8 |
Spark Investment Management LLC |
8 |
Taylor Hoffman Wealth Management |
8 |
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares |
8 |
McGowan Group Asset Management, Inc. |
8 |
IBMM - iSHARES TRUST - iShares iBonds Dec 2024 Term Muni Bond ETF |
8 |
Greenwich Investment Management, Inc. |
8 |
SDIV - Global X Funds - Global X SuperDividend ETF |
8 |
Integrated Investment Consultants, LLC |
8 |
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
8 |
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund |
8 |
New Vernon Investment Management Llc |
8 |
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
8 |
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
8 |
JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares |
8 |
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
8 |
Tradeworx Inc. |
8 |
Mint Tower Capital Management B.V. |
8 |
Cordant, Inc. |
7 |
Flow Traders U.s. Llc |
7 |
Somerset Group LLC |
7 |
Chiron Investment Management, LLC |
7 |
One Capital Management, LLC |
7 |
Berkshire Asset Management Llc/pa |
7 |
Sittner & Nelson, Llc |
7 |
Amerivest Investment Management LLC |
7 |
Fiduciary Alliance LLC |
7 |
TVR Capital Management LP |
7 |
Livforsakringsbolaget Skandia, Omsesidigt |
7 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
7 |
RFP Financial Group LLC |
7 |
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
7 |
Thomaspartners, Inc. |
7 |
First Command Financial Services, Inc. |
7 |
American Asset Management Inc. |
7 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
7 |
Xponance, Inc. |
7 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
7 |
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
7 |
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
7 |
Sound View Wealth Advisors Group, LLC |
7 |
Simplify Exchange Traded Funds - Simplify Kayne Anderson Energy and Infrastructure Credit ETF |
7 |
Mendota Financial Group, LLC |
7 |
Bailard, Inc. |
7 |
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF |
7 |
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I |
7 |
Richard W. Paul & Associates, LLC |
7 |
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
7 |
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
7 |
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A |
7 |
Wolff Wiese Magana Llc |
7 |
Us Financial Advisors, Llc |
7 |
SYSTM Wealth Solutions LLC |
7 |
Axq Capital, Lp |
7 |
Cna Financial Corp |
7 |
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
7 |
Narwhal Capital Management |
7 |
Insigneo Advisory Services, Llc |
7 |
Beverly Hills Private Wealth, LLC |
7 |
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF |
7 |
Catalyst Funds Management Pty Ltd |
7 |
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
7 |
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
7 |
Park Place Capital Corp |
7 |
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A |
7 |
Pinnacle Bancorp, Inc. |
7 |
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A |
7 |
SAC Capital Advisors LP |
7 |
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
7 |
Patten Group, Inc. |
7 |
Wealthcare Capital Management Llc |
7 |
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
7 |
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 |
7 |
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
7 |
Strategic Investment Solutions, Inc. /IL |
7 |
Phillips Wealth Planners LLC |
7 |
Investors Research Corp |
7 |
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A |
7 |
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A |
7 |
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A |
7 |
BlackRock Japan Co. Ltd |
7 |
Retirement Systems of Alabama |
7 |
Gen IV Investment Opportunities, LLC |
7 |
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund |
7 |
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
7 |
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
7 |
Mill Creek Capital Advisors, LLC |
7 |
Foster Dykema Cabot & Co Inc/ma |
7 |
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
7 |
Financial Advantage, Inc. |
7 |
James Investment Research Inc |
7 |
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 |
7 |
Keudell/Morrison Wealth Management |
7 |
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
7 |
Calton & Associates, Inc. |
7 |
Atlantic Union Bankshares Corp |
7 |
Context Capital Funds |
7 |
Virtue Capital Management, LLC |
7 |
Chelsea Counsel Co |
7 |
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional |
7 |
Deltec Asset Management Llc |
7 |
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares |
7 |
Private Capital Advisors, Inc. |
7 |
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
7 |
Maverick Capital Ltd |
7 |
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares |
7 |
Fiduciary Trust Co |
7 |
Independence Bank of Kentucky |
7 |
WEFIX - WEITZ FUNDS - Short Duration Income Fund - Institutional Class |
7 |
Wedmont Private Capital |
7 |
America First Investment Advisors, LLC |
7 |
Concorde Asset Management, LLC |
7 |
Piershale Financial Group, Inc. |
7 |
Brinker Capital Inc |
7 |
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF |
7 |
ADVANCED SERIES TRUST - AST Jennison Global Infrastructure Portfolio |
7 |
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
7 |
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A |
7 |
Tennessee Valley Asset Management Partners |
7 |
Fifth Third Wealth Advisors LLC |
7 |
Brick & Kyle, Associates |
7 |
LBA Wealth Management, LLC |
7 |
FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio |
7 |
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
7 |
Retirement Group, LLC |
7 |
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
7 |
BKD Wealth Advisors, LLC |
7 |
Frank, Rimerman Advisors LLC |
7 |
Simmons Bank |
7 |
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity |
7 |
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
7 |
Jamison Eaton & Wood Inc /nj |
7 |
Regent Investment Management LLC |
7 |
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
7 |
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A |
7 |
PRFD - PIMCO ETF Trust - PIMCO Preferred and Capital Securities Active Exchange-Traded Fund |
7 |
EVHY - Morgan Stanley ETF Trust - Eaton Vance High Yield ETF |
7 |
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
7 |
Amplius Wealth Advisors, LLC |
7 |
Pvg Asset Management Corp |
7 |
Segantii Capital Management Ltd |
7 |
Guggenheim Active Allocation Fund |
7 |
Summit Asset Management, LLC |
7 |
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A |
7 |
Nelson Capital Management, LLC |
7 |
Oppenheimer Etf Trust |
7 |
Marino, Stram & Associates Llc |
7 |
Tiaa, Fsb |
7 |
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I |
7 |
Aldebaran Financial Inc. |
7 |
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund |
7 |
Nemes Rush Group LLC |
7 |
Richardson Financial Services Inc. |
7 |
Cantab Capital Partners LLP |
7 |
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF |
7 |
Alpha Cubed Investments, LLC |
7 |
Capstone Asset Management Co |
7 |
New Mexico Educational Retirement Board |
7 |
MMUFX - MFS SERIES TRUST VI - MFS Utilities Fund A |
7 |
Gerber Kawasaki Wealth & Investment Management |
7 |
SMTH - ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF |
7 |
First Quadrant L P/ca |
7 |
Western Asset Middle Market Income Fund Inc. |
7 |
Principle Wealth Partners Llc |
7 |
Beaumont Financial Partners, LLC |
7 |
ICONIQ Capital, LLC |
7 |
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
7 |
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund |
7 |
GraniteShares Advisors LLC |
7 |
Edmond De Rothschild Holding S.a. |
7 |
Raging Capital Management, LLC |
7 |
IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A |
7 |
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
7 |
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
7 |
IBM Retirement Fund |
7 |
Pimco Dynamic Income Fund |
7 |
Spears Abacus Advisors LLC |
7 |
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
7 |
Mfs Intermarket Income Trust I |
7 |
Royal London Asset Management Ltd |
7 |
Brandywine Global Investment Management, LLC |
7 |
Westover Capital Advisors, LLC |
7 |
Compagnie Lombard Odier SCmA |
7 |
Hobbs Group Advisors, LLC |
7 |
Boulder Hill Capital Management Lp |
7 |
Lee Danner & Bass Inc |
7 |
TCW ETF Trust - TCW Corporate Bond ETF |
7 |
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares |
7 |
Round Table Services, LLC |
7 |
Morton Brown Family Wealth, LLC |
7 |
Wrapmanager Inc |
7 |
Stanford Investment Group, Inc. |
7 |
Diversified Real Asset Income Fund |
7 |
Highline Wealth Partners Llc |
7 |
Doliver Advisors, Lp |
7 |
M&g Investment Management Ltd |
7 |
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund |
7 |
Metis Global Partners, LLC |
7 |
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
7 |
Precept Management LLC |
7 |
Frazier Financial Advisors, LLC |
7 |
Hourglass Capital, Llc |
7 |
Morgan Stanley Income Securities Inc |
7 |
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. |
7 |
Godsey & Gibb Associates |
7 |
Mayflower Financial Advisors, LLC |
7 |
Chartwell Investment Partners, Llc |
7 |
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A |
7 |
Arlington Trust Co LLC |
7 |
Sterne Agee Group, Inc. |
7 |
IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class |
7 |
Sagespring Wealth Partners, Llc |
7 |
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P |
7 |
AlphaCore Capital LLC |
7 |
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
7 |
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
7 |
Harel Insurance Investments & Financial Services Ltd. |
7 |
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF |
7 |
Qrg Capital Management, Inc. |
7 |
Peregrine Asset Advisers, Inc. |
7 |
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
7 |
Weiss Asset Management LP |
7 |
Bedel Financial Consulting, Inc. |
7 |
Princeton Alpha Management LP |
7 |
Weil Company, Inc. |
7 |
FS Series Trust - FS Energy Total Return Fund Class A |
7 |
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 |
7 |
Beck Mack & Oliver Llc |
7 |
Graticule Asia Macro Advisors LLC |
7 |
Bivin & Associates, Inc. |
7 |
NPFI - Nushares ETF Trust - Nuveen Preferred and Income ETF |
7 |
GASL - Direxion Shares ETF Trust - Direxion Daily Natural Gas Related Bull 3X Shares |
7 |
O'Dell Group, LLC |
7 |
Hallmark Capital Management Inc |
7 |
Red Door Wealth Management, LLC |
7 |
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF |
7 |
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
7 |
Aviance Capital Partners, LLC |
7 |
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A |
7 |
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
7 |
WMS Partners, LLC |
7 |
PACIFIC SELECT FUND - Intermediate Bond Portfolio I |
7 |
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
7 |
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
7 |
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service |
7 |
Abound Wealth Management |
7 |
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 |
7 |
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A |
7 |
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A |
7 |
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A |
7 |
Clarius Group, LLC |
7 |
Zullo Investment Group, Inc. |
7 |
Peak Asset Management, LLC |
7 |
RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class |
7 |
Thornburg Investment Management Inc |
7 |
Keel Point, LLC |
7 |
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
7 |
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
7 |
Advisor Consultant Network Inc |
7 |
Capital International Investors |
7 |
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
7 |
Hotchkis & Wiley Capital Management Llc |
7 |
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF |
7 |
Shikiar Asset Management Inc |
7 |
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
7 |
Progeny 3, Inc. |
7 |
Tyler-Stone Wealth Management |
7 |
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares |
7 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
7 |
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
7 |
Lmcg Investments, Llc |
7 |
Pallas Capital Advisors LLC |
7 |
Wetzel Investment Advisors, Inc. |
7 |
Trafelet Brokaw Capital Management, L.p. |
7 |
Peconic Partners Llc |
7 |
Franklin Ltd Duration Income Trust |
7 |
Tdam Usa Inc. |
7 |
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares |
7 |
Hunter Associates Investment Management Llc |
7 |
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
7 |
Parasol Investment Management, LLC |
7 |
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
7 |
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class |
7 |
Neo Ivy Capital Management |
7 |
Kapitalo Investimentos Ltda |
7 |
Alera Investment Advisors, LLC |
7 |
Capital Research Global Investors |
7 |
ALTY - Global X Funds - Global X SuperDividend Alternatives ETF |
7 |
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio |
7 |
Columbia Asset Management |
7 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
7 |
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 |
7 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C |
7 |
Evermay Wealth Management Llc |
7 |
NatWest Group plc |
7 |
Clear Perspective Advisors, LLC |
7 |
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
7 |
Duality Advisers, Lp |
7 |
Sphinx Trading, Lp |
7 |
Haverford Trust Co |
7 |
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A |
7 |
Salomon & Ludwin, LLC |
7 |
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares |
7 |
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
7 |
Nalls Sherbakoff Group, Llc |
7 |
Chemical Bank |
7 |
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
7 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class |
7 |
Phocas Financial Corp. |
7 |
Cooperman Leon G |
7 |
BILDX - DoubleLine Funds Trust - DoubleLine Infrastructure Income Fund Class I |
7 |
FSA Wealth Management LLC |
7 |
Ellis Investment Partners, LLC |
7 |
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
7 |
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I |
7 |
Mountain Lake Investment Management LLC |
7 |
Bare Financial Services, Inc |
7 |
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A |
7 |
Stonebridge Financial Group, LLC |
7 |
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
7 |
Westend Capital Management LLC |
7 |
HighVista Strategies LLC |
7 |
Cornerstone Capital, Inc. |
7 |
MARSHALL WACE ASIA Ltd |
7 |
Regent Peak Wealth Advisors LLC |
7 |
Robeco Institutional Asset Management B.V. |
7 |
Harbour Capital Advisors, LLC |
7 |
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A |
7 |
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
7 |
Center for Financial Planning, Inc. |
7 |
Gilliland Jeter Wealth Management LLC |
7 |
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
7 |
Stone Toro Investment Advisers, LP |
7 |
Cranbrook Wealth Management, LLC |
7 |
Brown Advisory Securities, LLC |
7 |
N.E.W. Advisory Services LLC |
7 |
EPG Wealth Management LLC |
7 |
Sanibel Captiva Investment Advisers, Inc. |
7 |
PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional |
7 |
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest |
7 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C |
7 |
Golden State Equity Partners |
7 |
Veracity Capital LLC |
7 |
Claro Advisors LLC |
7 |
Royal Fund Management, LLC |
7 |
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
7 |
Lakeview Capital Partners, LLC |
7 |
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A |
7 |
State of Alaska, Department of Revenue |
7 |
Ardsley Advisory Partners Lp |
7 |
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
7 |
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
7 |
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
7 |
Lion Street Advisors, LLC |
7 |
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
7 |
North American Management Corp |
7 |
tru Independence LLC |
7 |
Brandywine Oak Private Wealth Llc |
7 |
Riverview Trust Co |
7 |
Ranger International Management, LP |
7 |
Sig Brokerage, Lp |
7 |
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class |
7 |
Northeast Financial Consultants Inc |
7 |
Eagle Ridge Investment Management |
7 |
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund |
7 |
Ritholtz Wealth Management |
7 |
Horrell Capital Management, Inc. |
7 |
1st Source Bank |
7 |
J.P. Turner & Co Capital Mnagement, LLC |
7 |
PFINX - PIMCO FUNDS - PIMCO Preferred and Capital Securities Fund Institutional Class |
7 |
MILK - Pacer Funds Trust - Pacer US Cash Cows Bond ETF |
7 |
Valentine Capital Asset Management, Inc. |
7 |
Pacific Center for Financial Services |
7 |
High Net Worth Advisory Group LLC |
7 |
Wealthbridge Capital Management, Llc |
7 |
Nuveen Fund Advisors, LLC |
7 |
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund |
7 |
Vision Financial Markets Llc |
7 |
Greenline Partners, LLC |
7 |
West Chester Capital Advisors, Inc |
7 |
FEDERATED CORE TRUST - Federated Bank Loan Core Fund |
7 |
Columbus Hill Capital Management, L.P. |
7 |
Stanley-Laman Group, Ltd. |
7 |
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A |
7 |
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class |
7 |
Financial Advisory Service, Inc. |
7 |
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A |
7 |
Amalgamated Financial Corp. |
7 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
7 |
Todd Asset Management Llc |
7 |
Vaughan David Investments Inc/il |
7 |
Jackson, Grant Investment Advisers, Inc. |
7 |
Field & Main Bank |
7 |
Corbenic Partners LLC |
7 |
Front Row Advisors LLC |
7 |
Convergence Investment Partners, LLC |
7 |
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
7 |
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
7 |
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares |
7 |
Wellington Shields & Co., LLC |
7 |
Waterloo Capital, L.P. |
7 |
Nbt Bank N A /ny |
7 |
PENN SERIES FUNDS INC - Small Cap Value Fund |
7 |
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
7 |
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) |
7 |
Beacon Financial Group |
7 |
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
7 |
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
7 |
PIMCO FUNDS - PIMCO Moderate Duration Portfolio |
7 |
Coe Capital Management, LLC |
7 |
Boston Advisors Llc |
7 |
Cowen Prime Advisors LLC |
7 |
Rothschild Investment Corp /il |
7 |
VSM Wealth Advisory, LLC |
7 |
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund |
7 |
St Germain D J Co Inc |
7 |
Bbva Usa |
7 |
IFG Advisory, LLC |
7 |
Financial Sense Advisors, Inc. |
7 |
Signature Wealth Management Group |
7 |
Huntington Steele LLC |
7 |
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
7 |
Annandale Capital, LLC |
7 |
Veriti Management LLC |
7 |
Old Mutual Customised Solutions (proprietary) Ltd |
7 |
Arcus Capital Partners, LLC |
7 |
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S |
7 |
DAACX - Adviser Managed Trust - Diversified Equity Fund |
7 |
Gulf International Bank (UK) Ltd |
7 |
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
7 |
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
7 |
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares |
7 |
Delos Wealth Advisors, LLC |
7 |
Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a) |
7 |
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
7 |
Kelly Financial Services LLC |
7 |
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
7 |
Opal Wealth Advisors, LLC |
7 |
Iron Horse Wealth Management, LLC |
7 |
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc. |
7 |
WEHIX - WEITZ FUNDS - Hickory Fund |
7 |
Alphacrest Capital Management Llc |
7 |
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
7 |
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
7 |
Nuveen Preferred & Income Term Fund |
7 |
MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund |
7 |
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF |
7 |
Chung Wu Investment Group, LLC |
7 |
Reby Advisors, LLC |
7 |
Kelly Lawrence W & Associates Inc/ca |
7 |
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares |
7 |
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
7 |
Cromwell Holdings LLC |
7 |
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class |
7 |
Vantage Consulting Group Inc |
7 |
SPFF - Global X Funds - Global X SuperIncome Preferred ETF |
7 |
JPDRX - JPMORGAN TRUST IV - JPMorgan Preferred and Income Securities Fund Class R6 |
7 |
Strategic Advisors LLC |
7 |
Firestone Capital Management |
7 |
Camden Capital, LLC |
7 |
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A |
7 |
River Wealth Advisors LLC |
7 |
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A |
7 |
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
7 |
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
7 |
Mach-1 Financial Group, Inc. |
7 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2029 |
7 |
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class |
7 |
SNS Financial Group, LLC |
7 |
Mid Atlantic Financial Management Inc/adv |
7 |
Intrua Financial, LLC |
7 |
Fred Alger Management, Llc |
7 |
EdgeRock Capital LLC |
7 |
Vanguard Specialized Funds |
7 |
Btr Capital Management Inc |
7 |
Nuveen Credit Strategies Income Fund |
7 |
Pimco High Income Fund |
7 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I |
7 |
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund |
7 |
FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares |
7 |
RPg Family Wealth Advisory, LLC |
7 |
Investment House Llc |
7 |
Summit Global Investments |
7 |
Stone House Investment Management, LLC |
7 |
EBI - RBB Fund Trust - Longview Advantage ETF |
7 |
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A |
7 |
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
7 |
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
7 |
Nuveen High Income 2023 Target Term Fund |
7 |
Charter Oak Capital Management, LLC |
7 |
Bard Associates Inc |
7 |
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
7 |
Griffin Institutional Access Credit Fund |
7 |
BLB&B Advisors, LLC |
7 |
Kcm Investment Advisors Llc |
7 |
Mengis Capital Management, Inc. |
7 |
Profunds - Profund Vp Oil & Gas |
7 |
Tsfg, Llc |
7 |
Inspire Advisors, LLC |
7 |
Requisite Energy Fund I Lp |
7 |
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF |
7 |
BlueCrest Capital Management LLP |
7 |
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
7 |
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF |
7 |
New England Private Wealth Advisors LLC |
7 |
Logan Capital Management Inc |
7 |
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares |
7 |
Advisors Preferred, LLC |
7 |
First Heartland Consultants, Inc. |
7 |
Callahan Advisors, LLC |
7 |
Concord Wealth Partners |
7 |
Parametrica Management Ltd |
7 |
ARISX - Allianz Funds Multi-Strategy Trust - AllianzGI Preferred Securities and Income Fund Class R6 |
7 |
Orrstown Financial Services Inc |
7 |
ACG Wealth |
7 |
Touchstone Investment Trust |
7 |
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
7 |
Hughes Financial Services, LLC |
7 |
DIAVX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Inflation Adjusted Securities Fund Investor Shares |
7 |
Two Roads Shared Trust - Anfield Universal Fixed Income ETF |
7 |
Colonial Trust Co / SC |
7 |
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF |
7 |
Pacifica Partners Inc. |
7 |
Brown, Lisle/cummings, Inc. |
7 |
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
7 |
XML Financial, LLC |
7 |
MTM Investment Management, LLC |
7 |
Piedmont Investment Advisors Llc |
7 |
Visium Asset Management, LP |
7 |
Diametric Capital, LP |
7 |
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
7 |
Caz Investments Lp |
7 |
Tiaa Cref Trust Co Fsb/mo |
7 |
VisionPoint Advisory Group, LLC |
6 |
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class |
6 |
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
6 |
Capital Advisory Group Advisory Services, LLC |
6 |
Graypoint LLC |
6 |
Full Sail Capital, LLC |
6 |
Visionary Asset Management, Inc. |
6 |
Chicago Capital, LLC |
6 |
Game Plan Financial Advisors, LLC |
6 |
Deroy & Devereaux Private Investment Counsel Inc |
6 |
Prentiss Smith & Co Inc |
6 |
Rosenberg Matthew Hamilton |
6 |
Jackson Square Capital, Llc |
6 |
Marcum Wealth, LLC |
6 |
JRM Investment Counsel, LLC |
6 |
River & Mercantile Asset Management Llp |
6 |
Harfst & Associates, Inc. |
6 |
Adams Wealth Management |
6 |
Voya Infrastructure, Industrials & Materials Fund |
6 |
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
6 |
Aspect Partners, LLC |
6 |
BancorpSouth Bank |
6 |
Selz Capital LLC |
6 |
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
6 |
180 Wealth Advisors, Llc |
6 |
Aspire Private Capital, LLC |
6 |
Family Capital Trust Co |
6 |
Smith, Salley & Associates |
6 |
Cornerstone Capital Management Holdings Llc. |
6 |
Global Trust Asset Management, LLC |
6 |
Bridges Investment Management Inc |
6 |
Cowen And Company, Llc |
6 |
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
6 |
Douglas C. Lane & Associates, Inc. |
6 |
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
6 |
Anchor Capital Advisors Llc |
6 |
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
6 |
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares |
6 |
WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class |
6 |
Putnam High Income Securities Fund |
6 |
Pinz Capital Management, LP |
6 |
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
6 |
Core Alternative Capital |
6 |
Denver Investment Advisors Llc |
6 |
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class |
6 |
Nations Financial Group Inc, /ia/ /adv |
6 |
Centersquare Investment Management Llc |
6 |
Chatham Capital Group, Inc. |
6 |
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
6 |
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
6 |
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
6 |
Community Financial Services Group, LLC |
6 |
BRAMX - Blackrock Allocation Target Shares - Bats Series M |
6 |
AT Bancorp |
6 |
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class |
6 |
Rare Infrastructure Ltd |
6 |
CBIZ Investment Advisory Services, LLC |
6 |
Biondo Investment Advisors, LLC |
6 |
SignalPoint Asset Management, LLC |
6 |
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A |
6 |
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
6 |
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I |
6 |
ARB - AltShares Trust - AltShares Merger Arbitrage ETF |
6 |
MUFG Securities EMEA plc |
6 |
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
6 |
Blackthorn Investment Group Llc |
6 |
Trust Co Of Virginia /va |
6 |
Nuveen Preferred & Income 2022 Term Fund |
6 |
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I |
6 |
OHSHX - First Western Funds Trust - First Western Short Duration High Yield Credit Fund Institutional Shares |
6 |
Nuveen Preferred & Income Securities Fund |
6 |
Montecito Bank & Trust |
6 |
Valmark Advisers, Inc. |
6 |
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
6 |
XR Securities LLC |
6 |
Bamco Inc /ny/ |
6 |
Addis & Hill, Inc |
6 |
Landaas & Co /wi /adv |
6 |
Gofen & Glossberg Llc /il/ |
6 |
Security National Bank Of Sioux City Iowa /ia/ |
6 |
Fulcrum Asset Management LLP |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class |
6 |
Western Wealth Management, LLC |
6 |
Rockbridge Investment Management, LCC |
6 |
MCDWX - MANNING & NAPIER FUND, INC. - Credit Series Class W |
6 |
Ninepoint Partners LP |
6 |
Annex Advisory Services, LLC |
6 |
First Dallas Securities Inc. |
6 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
6 |
Small Cap Value Fund, Inc. |
6 |
Alden Global Capital LLC |
6 |
American Financial Network Advisory Services Llc |
6 |
MPS Loria Financial Planners, LLC |
6 |
Aft, Forsyth & Company, Inc. |
6 |
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
6 |
Campbell Capital Management Inc |
6 |
Baltimore-Washington Financial Advisors, Inc. |
6 |
Voleon Capital Management Lp |
6 |
Beacon Trust Co |
6 |
Lord Abbett Credit Opportunities Fund |
6 |
Advisor OS, LLC |
6 |
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
6 |
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class |
6 |
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A |
6 |
Bel Air Investment Advisors Llc |
6 |
Bray Capital Advisors |
6 |
Irish Life Investment Managers Ltd. |
6 |
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
6 |
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 |
6 |
Mountain Capital Investment Advisors, Inc |
6 |
Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio |
6 |
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
6 |
FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1 |
6 |
Kempen Capital Management N.v. |
6 |
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
6 |
Locust Wood Capital Advisers, LLC |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
6 |
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A |
6 |
Weybosset Research & Management Llc |
6 |
SDCP - Virtus ETF Trust II - Virtus Newfleet Short Duration Core Plus Bond ETF |
6 |
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
6 |
Garner Asset Management Corp |
6 |
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
6 |
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A |
6 |
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
6 |
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
6 |
Agf Management Ltd |
6 |
Holloway Wealth Management, LLC |
6 |
Axiom Investment Management LLC |
6 |
Atticus Wealth Management, Llc |
6 |
Kiley Juergens Wealth Management, Llc |
6 |
First Pacific Financial |
6 |
Jackson Creek Investment Advisors LLC |
6 |
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
6 |
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) |
6 |
Trust Co Of Toledo Na /oh/ |
6 |
TFC Financial Management |
6 |
Surevest, LLC |
6 |
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund |
6 |
Millstone Evans Group, LLC |
6 |
MBE Wealth Management, LLC |
6 |
Jana Partners Llc |
6 |
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
6 |
Crescent Grove Advisors, LLC |
6 |
Verdence Capital Advisors LLC |
6 |
Maia Wealth LLC |
6 |
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
6 |
IWB - iSHARES TRUST - iShares Russell 1000 ETF |
6 |
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
6 |
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
6 |
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
6 |
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
6 |
Nuveen High Income December 2019 Target Term Fund |
6 |
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
6 |
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
6 |
FormulaFolio Investments, LLC |
6 |
Paces Ferry Wealth Advisors, Llc |
6 |
Prio Wealth Limited Partnership |
6 |
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
6 |
Ofi Steelpath Series Trust |
6 |
Hamlin Capital Management, LLC |
6 |
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 |
6 |
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
6 |
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares |
6 |
Investors Asset Management Of Georgia Inc /ga/ /adv |
6 |
Pflug Koory, LLC |
6 |
CRZAX - MAINSTAY FUNDS TRUST - MainStay Cushing Renaissance Advantage Fund Class A |
6 |
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
6 |
EXCRX - MANNING & NAPIER FUND, INC. - Core Bond Series Class S |
6 |
Treasurer of the State of North Carolina |
6 |
Nuveen High Income November 2021 Target Term Fund |
6 |
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
6 |
Dunvegan Associates, Inc. |
6 |
Ridgewood Investments LLC |
6 |
GoalVest Advisory LLC |
6 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
6 |
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
6 |
Viking Fund Management Llc |
6 |
First National Bank Of Omaha |
6 |
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 |
6 |
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund |
6 |
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
6 |
Gabelli Global Utility & Income Trust |
6 |
Personal Wealth Partners |
6 |
Leo Wealth, LLC |
6 |
Nuveen Diversified Dividend & Income Fund |
6 |
Omnia Family Wealth, LLC |
6 |
Easterly Investment Partners Llc |
6 |
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
6 |
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
6 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
6 |
Gabelli Utility Trust |
6 |
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
6 |
Insight Folios Inc |
6 |
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
6 |
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF |
6 |
Eii Capital Management, Inc. |
6 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
6 |
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P |
6 |
High Note Wealth, LLC |
6 |
Addison Advisors LLC |
6 |
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
6 |
GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF |
6 |
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
6 |
Cowa, Llc |
6 |
GSB Wealth Management, LLC |
6 |
Savior LLC |
6 |
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
6 |
PACIFIC SELECT FUND - Intermediate Bond Portfolio P |
6 |
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
6 |
Zazove Associates Llc |
6 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
6 |
Bridgeworth, LLC |
6 |
Allegheny Financial Group LTD |
6 |
Ntv Asset Management Llc |
6 |
Quantessence Capital LLC |
6 |
LDRI - Invesco Exchange-Traded Fund Trust II - Invesco LadderRite 0-5 Year Corporate Bond ETF |
6 |
Cigna Investments Inc /new |
6 |
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
6 |
ULTRA SERIES FUND - Core Bond Fund Class I |
6 |
FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund |
6 |
True Link Financial Advisors, LLC |
6 |
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
6 |
USS Investment Management Ltd |
6 |
Intellectus Partners, LLC |
6 |
NJ State Employees Deferred Compensation Plan |
6 |
Neuburgh Advisers LLC |
6 |
BSJR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 High Yield Corporate Bond ETF |
6 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
6 |
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
6 |
Intact Investment Management Inc. |
6 |
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
6 |
Glen Harbor Capital Management LLC |
6 |
PENN SERIES FUNDS INC - Quality Bond Fund |
6 |
Smith Affiliated Capital Corp. |
6 |
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class |
6 |
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
6 |
Outfitter Financial LLC |
6 |
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class |
6 |
Abich Financial Wealth Management LLC |
6 |
Kozak & Associates, Inc. |
6 |
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares |
6 |
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R |
6 |
Moloney Securities Asset Management, LLC |
6 |
PGIM Short Duration High Yield Opportunities Fund |
6 |
Clarus Wealth Advisors |
6 |
IronBridge Private Wealth, LLC |
6 |
Banco Santander, S.A. |
6 |
FLIAX - ADVISORS SERIES TRUST - First Sentier American Listed Infrastructure Fund Institutional Class |
6 |
Highland Floating Rate Opportunities Fund |
6 |
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
6 |
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
6 |
Securian Funds Trust - SFT Dynamic Managed Volatility Fund |
6 |
Li Winifred I |
6 |
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF |
6 |
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
6 |
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio |
6 |
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
6 |
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
6 |
Exchange Capital Management, Inc. |
6 |
URTH - iShares, Inc. - iShares MSCI World ETF |
6 |
GV Financial Advisors |
6 |
Zeke Capital Advisors, Llc |
6 |
Mattson Financial Services, LLC |
6 |
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
6 |
Evolution Wealth Advisors, LLC |
6 |
Haberer Registered Investment Advisor Inc |
6 |
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF |
6 |
FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class |
6 |
Maven Securities LTD |
6 |
Bayforest Capital Ltd |
6 |
Transcendent Capital Group LLC |
6 |
Sierra Capital LLC |
6 |
Caitlin John, LLC |
6 |
State Farm Mutual Fund Trust |
6 |
Oaktree Capital Management Lp |
6 |
Bell & Brown Wealth Advisors, Llc |
6 |
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF |
6 |
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
6 |
Goldentree Asset Management Lp |
6 |
Meridian Wealth Management, LLC |
6 |
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A |
6 |
Choate Investment Advisors |
6 |
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
6 |
Taconic Capital Advisors LP |
6 |
Carmichael Hill & Associates, Inc. |
6 |
Graves-Light Private Wealth Management, Inc. |
6 |
FOCIX - FAIRHOLME FUNDS INC - The Fairholme Focused Income Fund |
6 |
Santa Fe Partners LLC |
6 |
KIFAX - Forward Funds - Salient Select Income Fund Class A |
6 |
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
6 |
Crow Point Partners, LLC |
6 |
Modern Wealth Management, LLC |
6 |
Kaizen Advisory, Llc |
6 |
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
6 |
Weaver Consulting Group |
6 |
Strategic Wealth Advisors Group, LLC |
6 |
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
6 |
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A |
6 |
Nvwm, Llc |
6 |
Fairholme Capital Management Llc |
6 |
DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF |
6 |
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio |
6 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Infrastructure Fund Class R6 |
6 |
PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A |
6 |
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
6 |
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
6 |
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
6 |
Arden Trust Co |
6 |
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
6 |
QCVAX - Clearwater Investment Trust - Clearwater International Fund |
6 |
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I |
6 |
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
6 |
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
6 |
Kohmann Bosshard Financial Services, LLC |
6 |
Us Global Investors Funds |
6 |
Herold Advisors, Inc. |
6 |
Everett Capital Advisors UK LLP |
6 |
Blackrock Energy & Resources Trust |
6 |
Fidelity National Financial, Inc. |
6 |
Cypress Capital Group |
6 |
Beacon Capital Management, Inc. |
6 |
First Command Bank |
6 |
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
6 |
Horizon Investment Services, LLC |
6 |
Price Capital Management, Inc. |
6 |
Bedell Frazier Investment Counseling, LLC |
6 |
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
6 |
MBOVX - M FUND INC - M Large Cap Value Fund |
6 |
CWSDX - Chartwell Funds - Chartwell Short Duration Bond Fund |
6 |
Zweig-DiMenna Associates LLC |
6 |
Rocky Mountain Advisers, Llc |
6 |
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class |
6 |
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A |
6 |
Vanguard Whitehall Funds |
6 |
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
6 |
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative |
6 |
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class |
6 |
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
6 |
Iberiabank Corp |
6 |
Iat Reinsurance Co Ltd. |
6 |
Aip Series Trust |
6 |
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class |
6 |
MainStay CBRE Global Infrastructure Megatrends Fund |
6 |
Horizon Kinetics LLC |
6 |
PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I |
6 |
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
6 |
Widmann Financial Services, Inc. |
6 |
MML Series Investment Fund II - MML Equity Fund Initial Class |
6 |
MML Series Investment Fund II - MML Equity Rotation Fund Class II |
6 |
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A |
6 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF |
6 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio |
6 |
Paragon Capital Management LLC |
6 |
Universal- Beteiligungs- und Servicegesellschaft mbH |
6 |
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
6 |
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
6 |
Retirement Planning Co of New England, Inc. |
6 |
Credential Securities Inc. |
6 |
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. |
6 |
Smith Asset Management Group Lp |
6 |
Park Square Financial Group, LLC |
6 |
VCGAX - VALIC Co I - Growth & Income Fund |
6 |
Sonora Investment Management Group, LLC |
6 |
Diversify Wealth Management, Llc |
6 |
Financial Synergies Wealth Advisors, Inc. |
6 |
CFO4Life, L.P. |
6 |
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y |
6 |
Operose Advisors LLC |
6 |
Journey Strategic Wealth Llc |
6 |
Corton Capital Inc. |
6 |
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF |
6 |
Loudon Investment Management, LLC |
6 |
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
6 |
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
6 |
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class |
6 |
West Michigan Advisors, Llc |
6 |
WESPAC Advisors, LLC |
6 |
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A |
6 |
Teilinger Capital Ltd. |
6 |
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF |
6 |
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund |
6 |
WESPAC Advisors SoCal, LLC |
6 |
Mystic Asset Management, Inc. |
6 |
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
6 |
FirstPurpose Wealth LLC |
6 |
Cca Investments Trust |
6 |
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
6 |
Institute for Wealth Management, LLC. |
6 |
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I |
6 |
Pioneer Floating Rate Trust |
6 |
Argent Trust Co |
6 |
Paradigm Asset Management Co Llc |
6 |
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
6 |
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
6 |
Orleans Capital Management Corp/la |
6 |
Westbourne Investment Advisors, Inc. |
6 |
Wilmington Trust Investment Management, LLC |
6 |
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF |
6 |
Stratton Management Co |
6 |
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
6 |
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
6 |
Bridgewater Advisors Inc. |
6 |
K2 Principal Fund, L.p. |
6 |
Yellowstone Partners, LLC |
6 |
FAAFX - FAIRHOLME FUNDS INC - The Fairholme Allocation Fund |
6 |
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
6 |
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares |
6 |
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
6 |
Andra AP-fonden |
6 |
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
6 |
JHPI - John Hancock Exchange-Traded Fund Trust - John Hancock Preferred Income ETF |
6 |
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
6 |
Walker Asset Management, LLC |
6 |
Crawford Investment Counsel Inc |
6 |
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES |
6 |
FSC Wealth Advisors, LLC |
6 |
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF |
6 |
SILVER OAK SECURITIES, Inc |
6 |
Harwood Advisory Group, LLC |
6 |
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares |
6 |
Ferguson Wellman Capital Management, Inc |
6 |
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
6 |
Donaldson Capital Management, Llc |
6 |
NuWave Investment Management, LLC |
6 |
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C |
6 |
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
6 |
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares |
6 |
OWMBX - OLD WESTBURY FUNDS INC - Old Westbury Municipal Bond Fund |
6 |
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares |
6 |
Cohen & Steers Real Estate Opportunities & Income Fund |
6 |
Chesley Taft & Associates LLC |
6 |
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
6 |
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
6 |
QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
6 |
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
6 |
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
6 |
Wills Financial Group, Inc. |
6 |
Sentinel Group Funds Inc |
6 |
NOIEX - Northern Funds - Northern Income Equity Fund |
6 |
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
6 |
DIV - Global X Funds - Global X SuperDividend U.S. ETF |
6 |
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
6 |
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
6 |
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
6 |
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
6 |
McAdams Wright Ragen, Inc. |
6 |
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A |
6 |
Scarborough Advisors, LLC |
6 |
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A |
6 |
Mid Continent Capital Llc/il |
6 |
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class |
6 |
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund |
6 |
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
6 |
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
6 |
Muhlenkamp & Co Inc |
6 |
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
6 |
Clarkston Capital Partners, LLC |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
6 |
National Pension Service |
6 |
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
6 |
Mariner Wealth Advisors-NYC, LLC |
6 |
P Schoenfeld Asset Management Lp |
6 |
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
6 |
Boyd Watterson Asset Management Llc/oh |
6 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC |
6 |
SLIM - Janus Detroit Street Trust - The Obesity ETF |
6 |
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
6 |
Girard Partners Ltd. |
6 |
Eaton Vance Short Duration Diversified Income Fund |
6 |
DRLL - EA Series Trust - Strive U.S. Energy ETF |
6 |
Premier Fund Managers Ltd |
6 |
John Hancock Tax-advantaged Dividend Income Fund |
6 |
Integrity Alliance, Llc. |
6 |
BACIX - Blackrock Funds - Blackrock All-cap Energy & Resources Portfolio Institutional |
6 |
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF |
6 |
Fidelis Capital Partners, LLC |
6 |
Virginia Retirement System |
6 |
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
6 |
Cyndeo Wealth Partners, LLC |
6 |
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
6 |
IYE - iSHARES TRUST - iShares U.S. Energy ETF |
6 |
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
6 |
American Assets Investment Management, LLC |
6 |
Bell Rock Capital Llc |
6 |
River Road Asset Management, LLC |
6 |
McGlone Suttner Wealth Management, Inc. |
6 |
Qsemble Capital Management, LP |
6 |
SCS Capital Management LLC |
6 |
Arista Wealth Management, LLC |
6 |
Andromeda Capital LLC |
6 |
Ronald Blue & Co Llc |
6 |
Wealthstar Advisors, Llc |
6 |
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
6 |
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
6 |
Inceptionr Llc |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Municipal Real Return Portfolio Institutional Class |
6 |
Harvest Management Llc |
6 |
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
6 |
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
6 |
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
6 |
DFSMX - Dfa Investment Dimensions Group Inc - Dfa Short-term Municipal Bond Portfolio |
6 |
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A |
6 |
361 Capital Llc |
6 |
Zions Bancorporation, National Association /ut/ |
6 |
Sherbrooke Park Advisers Llc |
6 |
Meeder Advisory Services, Inc. |
6 |
Icon Advisers Inc/co |
6 |
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
6 |
Wealth Preservation Advisors, LLC |
6 |
Ausbil Investment Management Ltd |
6 |
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
6 |
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund |
6 |
Capital International Inc /ca/ |
6 |
Invictus RG Pte. Ltd. |
6 |
Callan Family Office, LLC |
6 |
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
6 |
Ar Asset Management Inc |
6 |
NorthRock Partners, LLC |
6 |
ALPS ETF Trust - ALPS Electrification Infrastructure ETF |
6 |
Capital International Ltd /ca/ |
6 |
WPG Advisers, LLC |
6 |
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
6 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
6 |
VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares |
6 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
6 |
Putnam ETF Trust - Putnam ESG Ultra Short ETF - |
6 |
Mark Asset Management Lp |
6 |
Arete Wealth Advisors, LLC |
6 |
RVRB - ADVISORS SERIES TRUST - Reverb ETF |
6 |
STXK - EA Series Trust - Strive Small-Cap ETF |
6 |
Beese Fulmer Investment Management, Inc. |
6 |
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
6 |
Martingale Asset Management L P |
6 |
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A |
6 |
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
6 |
Jacobs Levy Equity Management, Inc |
6 |
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
6 |
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
6 |
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
6 |
Deerfield Management Company, L.p. (series C) |
6 |
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
6 |
I.g. Investment Management, Ltd. |
6 |
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
6 |
TUSFX - TRANSAMERICA FUNDS - Transamerica UltraShort Bond I |
6 |
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
6 |
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
6 |
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares |
6 |
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
6 |
Bowen Hanes & Co Inc |
6 |
Nova Wealth Management, Inc. |
6 |
TAM Capital Management Inc. |
6 |
Kingswood Wealth Advisors, Llc |
6 |
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
6 |
RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares |
6 |
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
6 |
Arbor Wealth Management, LLC |
6 |
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
6 |
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
6 |
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
6 |
Hemenway Trust Co LLC |
6 |
Portside Wealth Group, LLC |
6 |
Dunhill Financial, LLC |
6 |
Lebenthal Asset Management, LLC |
6 |
BHIMX - ALPS Series Trust - Brigade High Income Fund Founders Class |
6 |
Aureus Asset Management, LLC |
6 |
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
6 |
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
6 |
FECBX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Core Bond Fund |
6 |
PLUAX - Aristotle Funds Series Trust - Aristotle Ultra Short Income Fund Class A |
6 |
Westfield Capital Management Co Lp |
6 |
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
6 |
Kayne Anderson Rudnick Investment Management Llc |
6 |
EAM Investors, LLC |
6 |
Harris Associates L P |
6 |
PLADX - Aristotle Funds Series Trust - Aristotle Short Duration Income Fund Class A |
6 |
Meiji Yasuda Asset Management Co Ltd. |
6 |
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
6 |
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
6 |
DecisionPoint Financial, LLC |
6 |
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
6 |
Eaton Vance High Income 2021 Target Term Trust |
6 |
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
6 |
FFGCX - FIDELITY INVESTMENT TRUST - Fidelity Global Commodity Stock Fund |
6 |
Saba Capital Management, L.P. |
6 |
MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y |
6 |
PCSFX - PRINCIPAL FUNDS INC - Capital Securities Fund Class S |
6 |
PPRSX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-2 |
6 |
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
6 |
KPP Advisory Services LLC |
6 |
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF |
6 |
Eventide Asset Management, Llc |
6 |
Hillview Capital Advisors, LLC |
6 |
PFS Partners, LLC |
6 |
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I |
6 |
Ashford Capital Management Inc |
6 |
Credential Qtrade Securities Inc. |
6 |
Fore Capital, LLC |
6 |
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
6 |
BUXX - EA Series Trust - Strive Enhanced Income Short Maturity ETF |
6 |
Kiwi Wealth Investments Limited Partnership |
6 |
Valued Wealth Advisors LLC |
6 |
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
6 |
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I |
6 |
Capital Wealth Planning, LLC |
6 |
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
6 |
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF |
6 |
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
6 |
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
6 |
Yakira Capital Management, Inc. |
6 |
USA Financial Portformulas Corp |
6 |
Caisse De Depot Et Placement Du Quebec |
6 |
New Mountain Vantage Advisers, L.l.c. |
6 |
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares |
6 |
Magnus Financial Group LLC |
6 |
Semmax Financial Advisors Inc. |
6 |
Madden Advisory Services, Inc. |
6 |
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
6 |
Weld Capital Management Llc |
6 |
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
6 |
Doubleline Income Solutions Fund |
6 |
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
6 |
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
6 |
Actinver Wealth Management, Inc. |
6 |
Harvest Investment Services, LLC |
6 |
Walter & Keenan Financial Consulting Co /mi/ /adv |
6 |
Alaska Permanent Fund Corp |
6 |
American Capital Advisory, LLC |
6 |
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
6 |
Argent Advisors, Inc. |
6 |
JHME - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Energy ETF |
6 |
Aptus Capital Advisors, LLC |
6 |
BancorpSouth Inc |
6 |
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
6 |
Brighton Jones Llc |
6 |
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class |
6 |
Overbrook Management Corp |
6 |
Mason Capital Management Llc |
6 |
Scientech Research LLC |
6 |
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
5 |
Rs Investment Trust |
5 |
40 North Management LLC |
5 |
TPG Group Holdings (SBS) Advisors, Inc. |
5 |
Corvex Management LP |
5 |
Farallon Capital Management Llc |
5 |
Pine River Capital Management L.P. |
5 |
Third Point LLC |
5 |
Benefit Street Partners LLC |
5 |
Kensico Capital Management Corp |
5 |
Steadfast Capital Management Lp |
5 |
Earnest Partners Llc |
5 |
Sun Life Financial Inc |
5 |
Miller Value Partners, Llc |
5 |
Alpine Associates Management Inc. |
5 |
MSD Partners, L.P. |
5 |
Corsair Capital Management, L.p. |
5 |
Arrowgrass Capital Partners (us) Lp |
5 |
Passport Capital, LLC |
5 |
Highfields Capital Management Lp |
5 |
PointState Capital LP |
5 |
Eton Park Capital Management, L.P. |
5 |
Lord, Abbett & Co. Llc |
5 |
Teachers Insurance & Annuity Association Of America |
5 |
Lsv Asset Management |
5 |
Dodge & Cox |
5 |
Sasco Capital Inc / Ct/ |
5 |
Shapiro Capital Management Llc |
5 |
SRB Corp |
5 |
Hartford Series Fund Inc |
5 |
Jupiter Asset Management Ltd |
5 |
Altfest L J & Co Inc |
5 |
Migdal Insurance & Financial Holdings Ltd. |
5 |
New England Asset Management Inc |
5 |
Capital International Sarl |
5 |
Mcmillion Capital Management Inc |
5 |
Farr Miller & Washington Llc/dc |
5 |
Jag Capital Management, Llc |
5 |
Agran Libbie |
5 |
Private Capital Management Inc |
5 |
Snow Capital Management Lp |
5 |
Lenox Wealth Management, Inc. |
5 |
Alpine Woods Capital Investors, Llc |
5 |
Argyll Research, Llc |
5 |
Palisade Capital Management Llc/nj |
5 |
RidgeWorth Capital Management LLC |
5 |
Grisanti Capital Management LLC |
5 |
Seizert Capital Partners, Llc |
5 |
Richard C. Young & CO., LTD. |
5 |
AMG National Trust Bank |
5 |
Aspiriant, Llc |
5 |
Boys Arnold & Co Inc |
5 |
Cobblestone Capital Advisors Llc /ny/ |
5 |
Cidel Asset Management Inc |
5 |
Barrow Hanley Mewhinney & Strauss Llc |
5 |
Northeast Investment Management |
5 |
Gamble Jones Investment Counsel |
5 |
Princeton Capital Management Llc |
5 |
Aull & Monroe Investment Management Corp |
5 |
IFC Holdings Incorporated/FL |
5 |
Lowe Wealth Advisors, LLC |
5 |
Miracle Mile Advisors, LLC |
5 |
Sentry Investment Management Llc |
5 |
Moody Lynn & Lieberson, Llc |
5 |
Achievement Holdings L.P. |
5 |
Tower Bridge Advisors |
5 |
HBK Sorce Advisory LLC |
5 |
SMITH HAYES Advisers, Inc |
5 |
Analytic Investors, LLC |
5 |
Gruss & Co., LLC |
5 |
Beech Hill Advisors, Inc. |
5 |
Maryland Capital Management |
5 |
Welch & Forbes Llc |
5 |
Cookson Peirce & Co Inc |
5 |
Sprott Inc. |
5 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
5 |
Everence Capital Management Inc |
5 |
Cadence Bank Na |
5 |
Equitec Proprietary Markets, Llc |
5 |
Family Firm, Inc. |
5 |
Sharkey, Howes & Javer |
5 |
Integrated Wealth Counsel, Llc |
5 |
Calvert Investment Management, Inc. |
5 |
First United Bank Trust/ |
5 |
Trust Co Of Oklahoma |
5 |
Waratah Capital Advisors Ltd. |
5 |
Lourd Capital, LLC |
5 |
Friedenthal Financial |
5 |
Fiduciary Group LLC |
5 |
Bp Plc |
5 |
Rnc Capital Management Llc |
5 |
Perpetual Ltd |
5 |
Parsec Financial Management, Inc. |
5 |
Mechanics Bank Trust Department |
5 |
Advent Capital Management /de/ |
5 |
Monroe Bank & Trust/mi |
5 |
Gateway Investment Advisers Llc |
5 |
Chase Investment Counsel Corp |
5 |
Delta Lloyd Nv |
5 |
Guild Investment Management, Inc. |
5 |
Steinberg Global Asset Management |
5 |
Longbow Capital Partners, L.P. |
5 |
Empyrean Capital Partners, LP |
5 |
Lonestar Capital Management LLC |
5 |
Hartz Capital, Inc. |
5 |
NorthCoast Asset Management LLC |
5 |
Bank Of Hawaii |
5 |
Carret Asset Management, Llc |
5 |
McKinley Carter Wealth Services, Inc. |
5 |
JCIC Asset Management Inc. |
5 |
Numeric Investors Llc |
5 |
Tokio Marine Asset Management Co Ltd |
5 |
DT Investment Partners, LLC |
5 |
King Investment Advisors Inc/tx |
5 |
Mathes Company, Inc. |
5 |
Paragon Capital Management Ltd |
5 |
Oakwood Capital Management Llc/ca |
5 |
Northside Capital Management, LLC |
5 |
Oakbrook Investments Llc |
5 |
Old Point Trust & Financial Services N A |
5 |
Blue Bell Private Wealth Management, Llc |
5 |
Forte Capital Llc /adv |
5 |
Donald L. Hagan, LLC |
5 |
GW&K Investment Management, LLC |
5 |
Capital City Trust Co/fl |
5 |
AMG Funds LLC |
5 |
Iowa State Bank |
5 |
B & T Capital Management DBA Alpha Capital Management |
5 |
Van Cleef Asset Management,Inc |
5 |
CrestPoint Capital Management, LLC |
5 |
Dakota Wealth Management |
5 |
Mitchell Sinkler & Starr/pa |
5 |
Burke & Herbert Bank & Trust Co |
5 |
Private Asset Management Inc |
5 |
Community Trust & Investment Co |
5 |
New England Research & Management, Inc. |
5 |
Pegasus Partners Ltd. |
5 |
Smithbridge Asset Management Inc/de |
5 |
Tobam |
5 |
Df Dent & Co Inc |
5 |
Wall Street Access Asset Management, LLC |
5 |
Leuthold Group, Llc |
5 |
Private Harbour Investment Management & Counsel, LLC |
5 |
Reynders McVeigh Capital Management, LLC |
5 |
King Wealth |
5 |
First Houston Capital, Inc. |
5 |
Ironwood Financial, llc |
5 |
Hartline Investment Corp/ |
5 |
Artemis Investment Management LLP |
5 |
Covenant Multifamily Offices, LLC |
5 |
United Asset Strategies, Inc. |
5 |
Sippican Capital Advisors |
5 |
Horan Capital Advisors, LLC. |
5 |
Ninety One UK Ltd |
5 |
Oslo Asset Management ASA |
5 |
Mission Wealth Management, Lp |
5 |
Smith, Moore & Co. |
5 |
Wilen Investment Management Corp. |
5 |
Kessler Investment Group, LLC |
5 |
Ionic Capital Management LLC |
5 |
Harvard Management Co Inc |
5 |
InterOcean Capital, LLC |
5 |
Charles Schwab Investment Advisory, Inc. |
5 |
Richard Bernstein Advisors LLC |
5 |
Kazazian Asset Management, LLC |
5 |
GM Advisory Group, Inc. |
5 |
Tuttle Tactical Management LLC |
5 |
Foresters Investment Management Company, Inc. |
5 |
Price Michael F |
5 |
CMT Capital Markets Trading GmbH |
5 |
Mizuho Trust & Banking Co., Ltd. |
5 |
Torray Llc |
5 |
Mn Services Vermogensbeheer B.V. |
5 |
Horan Securities, Inc. |
5 |
Paradigm Financial Advisors, LLC |
5 |
Alpha Omega Wealth Management LLC |
5 |
Shanda Payment Holdings Ltd. |
5 |
Gideon Capital Advisors, Inc. |
5 |
Turner Investments, L.p. |
5 |
Howard Hughes Medical Institute |
5 |
Verity Asset Management, Inc. |
5 |
Meridian Investment Counsel Inc. |
5 |
BTG Pactual Global Asset Management Ltd |
5 |
Boyer & Corporon Wealth Management, LLC |
5 |
Invictus RG |
5 |
Princeton Portfolio Strategies Group LLC |
5 |
Encompass Capital Advisors LLC |
5 |
Incline Global Management LLC |
5 |
Tide Point Capital Management, Lp |
5 |
Ruggie Capital Group |
5 |
Lombard Odier Asset Management (Switzerland) SA |
5 |
Panning Capital Management, LP |
5 |
Sciencast Management LP |
5 |
Burren Capital Advisors Ltd |
5 |
Euclid Advisors LLC |
5 |
JS Capital Management LLC |
5 |
Dai-ichi Life Holdings, Inc. |
5 |
Blue Rock Advisors, LLC |
5 |
ARS Investment Partners, LLC |
5 |
Drexel Morgan & Co. |
5 |
Catamount Wealth Management |
5 |
Cascade Investment Advisors, Inc. |
5 |
Wintrust Investments Llc |
5 |
Guidant Wealth Advisors |
5 |
Oxford Financial Group Ltd |
5 |
Fusion Family Wealth LLC |
5 |
Elgethun Capital Management |
5 |
Perennial Advisors, LLC |
5 |
Lyell Wealth Management, Lp |
5 |
Empirical Finance, LLC |
5 |
Shepherd Financial Partners LLC |
5 |
Almanack Investment Partners, LLC. |
5 |
CFO4Life Group, LLC |
5 |
Dimension Capital Management Llc |
5 |
Watermark Asset Management, Inc. |
5 |
Banco Bilbao Vizcaya Argentaria, S.a. |
5 |
Mesirow Financial Investment Management, Inc. |
5 |
Affiance Financial, LLC |
5 |
DC Investments Management, LLC |
5 |
Invesco Senior Loan Fund |
5 |
Claymore Exchange-traded Fund Trust 2 |
5 |
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
5 |
Invesco Senior Income Trust |
5 |
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
5 |
Usaa Etf Trust |
5 |
Nuveen Senior Income Fund |
5 |
Nuveen Floating Rate Income Fund |
5 |
Nuveen Floating Rate Income Opportunity Fund |
5 |
Td Asset Management Usa Funds Inc. |
5 |
Nuveen Tax Advantaged Total Return Strategy Fund |
5 |
Gabelli Dividend & Income Trust |
5 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
5 |
Cohen & Steers Total Return Realty Fund Inc |
5 |
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
5 |
Tri-continental Corp |
5 |
FXIEX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series TE Series TE |
5 |
Trust For Advisor Solutions |
5 |
State Farm Variable Product Trust |
5 |
BPTRX - BARON SELECT FUNDS - Baron Partners Fund |
5 |
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
5 |
Blackrock Resources & Commodities Strategy Trust |
5 |
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
5 |
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
5 |
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
5 |
NCINX - Nicholas High Income Fund, Inc. - Nicholas High Income Fund Inc Class I |
5 |
Eaton Vance Floating-rate Income Plus Fund |
5 |
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
5 |
Western Asset/claymore Inflation-linked Securities & Income Fund |
5 |
Sentinel Variable Products Trust |
5 |
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
5 |
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares |
5 |
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
5 |
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
5 |
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
5 |
American Independence Funds Trust |
5 |
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
5 |
Kkr Income Opportunities Fund |
5 |
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund |
5 |
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
5 |
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
5 |
Winton Diversified Opportunities Fund |
5 |
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
5 |
ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
5 |
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I |
5 |
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class |
5 |
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A |
5 |
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF |
5 |
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
5 |
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND |
5 |
Freedom Day Solutions, LLC |
5 |
Wealthstreet Investment Advisors, LLC |
5 |
Trilogy Capital Inc. |
5 |
Holistic Financial Partners |
5 |
PDS Planning, Inc |
5 |
HoyleCohen, LLC |
5 |
Divergent Wealth Advisors, Llc |
5 |
Altman Advisors, Inc. |
5 |
Capital Markets Trading UK LLP |
5 |
Banco de Sabadell, S.A |
5 |
Woodard & Co Asset Management Group Inc /adv |
5 |
McMahon Financial Advisors, LLC |
5 |
Abacus Planning Group, Inc. |
5 |
Mainstay Capital Management Llc /adv |
5 |
Harvest Group Wealth Management, Llc |
5 |
Hc Financial Advisors Inc |
5 |
Blackrock Multi-sector Opportunities Trust |
5 |
Howard Capital Management Inc. |
5 |
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
5 |
Foundations Investment Advisors, LLC |
5 |
Wakefield Asset Management LLLP |
5 |
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio |
5 |
Hayden Royal, Llc |
5 |
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
5 |
Pettinga Financial Advisors, LLC |
5 |
Essex Savings Bank |
5 |
Enlightenment Research, LLC |
5 |
Tcg Advisors, Lp |
5 |
Laurel Wealth Advisors LLC |
5 |
FLC Capital Advisors |
5 |
Paradigm Financial Partners, Llc |
5 |
Next Capital Management LLC |
5 |
PRW Wealth Management LLC |
5 |
Ossiam |
5 |
Fortem Financial Group, Llc |
5 |
Beirne Wealth Consulting Services, LLC |
5 |
Antara Capital LP |
5 |
Outlook Wealth Advisors, LLC |
5 |
Callodine Capital Management, LP |
5 |
Howard Financial Services, Ltd. |
5 |
Wealthfront Advisers Llc |
5 |
Qtron Investments LLC |
5 |
BCJ Capital Management, LLC |
5 |
Machina Capital S.a.s. |
5 |
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
5 |
C-J Advisory, Inc. |
5 |
Fort Sheridan Advisors Llc |
5 |
WealthStone, Inc. |
5 |
OneAscent Financial Services LLC |
5 |
MidWestOne Financial Group, Inc. |
5 |
Clear Creek Financial Management, LLC |
5 |
Arden Investment Series Trust |
5 |
Stonehage Fleming (uk) Ltd |
5 |
Sterling Capital Variable Insurance Funds |
5 |
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
5 |
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
5 |
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares |
5 |
LINVGR - First Investors Life Series Funds - First Investors Life Series Investment Grade Fund |
5 |
FIIGX - First Investors Income Funds - First Investors Investment Grade Fund Class A |
5 |
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
5 |
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
5 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
5 |
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
5 |
NSIDX - Northern Funds - Northern Small Cap Index Fund |
5 |
NSRIX - Northern Funds - Northern Global Sustainability Index Fund |
5 |
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
5 |
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
5 |
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P |
5 |
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
5 |
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class |
5 |
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class |
5 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
5 |
Advanced Series Trust - Ast Small-cap Growth Portfolio |
5 |
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio |
5 |
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio |
5 |
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
5 |
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
5 |
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
5 |
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
5 |
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor 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 |
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
5 |
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF |
5 |
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 |
5 |
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds |
5 |
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
5 |
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A |
5 |
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
5 |
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
5 |
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity |
5 |
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A |
5 |
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
5 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
5 |
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
5 |
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB |
5 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
5 |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
5 |
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
5 |
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
5 |
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
5 |
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
5 |
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
5 |
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
5 |
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
5 |
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I |
5 |
GWSAX - Gabelli Equity Series Funds Inc - The Gabelli Focus Five Fund Class A |
5 |
QCILRX - COLLEGE RETIREMENT EQUITIES FUND - Inflation-Linked Bond Account Class R1 |
5 |
FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
5 |
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
5 |
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares |
5 |
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative |
5 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
5 |
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I |
5 |
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A |
5 |
MTIIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Infrastructure Portfolio CLASS I |
5 |
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
5 |
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N |
5 |
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
5 |
PENN SERIES FUNDS INC - Small Cap Index Fund |
5 |
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
5 |
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A |
5 |
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
5 |
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF |
5 |
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares |
5 |
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
5 |
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A |
5 |
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
5 |
IPFF - iSHARES TRUST - iShares International Preferred Stock ETF |
5 |
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
5 |
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF |
5 |
IWM - iSHARES TRUST - iShares Russell 2000 ETF |
5 |
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
5 |
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia |
5 |
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
5 |
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
5 |
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
5 |
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
5 |
MBGIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Infrastructure Portfolio Class I |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
5 |
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class |
5 |
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
5 |
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
5 |
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
5 |
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional |
5 |
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional |
5 |
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional |
5 |
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A |
5 |
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
5 |
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF |
5 |
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF |
5 |
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
5 |
HCCSX - HC CAPITAL TRUST - The Commodity Returns Strategy Portfolio HC Strategic Shares |
5 |
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
5 |
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
5 |
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust |
5 |
ULTRA SERIES FUND - Diversified Income Fund Class I |
5 |
Profunds - Profund Vp Small-cap |
5 |
Profunds - Profund Vp Ultrasmall-cap |
5 |
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
5 |
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
5 |
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
5 |
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
5 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
5 |
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
5 |
TFIAX - TIMOTHY PLAN - Timothy Fixed Income Fund Class A |
5 |
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A |
5 |
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
5 |
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A |
5 |
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares |
5 |
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
5 |
TBDRX - TRANSAMERICA FUNDS - Transamerica High Quality Bond R |
5 |
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A |
5 |
Aberdeen Funds - Aberdeen Income Builder Fund Class A |
5 |
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
5 |
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
5 |
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
5 |
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
5 |
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
5 |
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
5 |
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A |
5 |
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
5 |
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
5 |
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
5 |
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
5 |
GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class |
5 |
HNRIX - HENNESSY FUNDS TRUST - Hennessy BP Energy Fund Institutional Class |
5 |
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class |
5 |
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
5 |
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
5 |
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
5 |
JEEBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Infrastructure Fund Class A |
5 |
PFXF - VanEck Vectors ETF Trust - VanEck Vectors Preferred Securities ex Financials ETF |
5 |
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
5 |
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
5 |
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund |
5 |
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
5 |
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
5 |
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares |
5 |
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
5 |
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
5 |
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
5 |
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
5 |
IBCD - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ex-Financials ETF |
5 |
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF |
5 |
IBMK - iSHARES TRUST - iShares iBonds Dec 2022 Term Muni Bond ETF |
5 |
APSAX - Columbia Funds Series Trust II - Columbia Inflation Protected Securities Fund Class A |
5 |
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
5 |
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares |
5 |
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
5 |
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
5 |
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
5 |
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares |
5 |
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
5 |
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
5 |
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund |
5 |
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
5 |
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
5 |
ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class |
5 |
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
5 |
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A |
5 |
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
5 |
AdvisorShares Investments LLC |
5 |
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
5 |
FPOGX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Payout 2020 Fund Class R6 |
5 |
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
5 |
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
5 |
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
5 |
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A |
5 |
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
5 |
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF |
5 |
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I |
5 |
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
5 |
VGLSX - VALIC Co I - Global Strategy Fund |
5 |
DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas |
5 |
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
5 |
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A |
5 |
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged |
5 |
RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
5 |
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A |
5 |
FAIRX - FAIRHOLME FUNDS INC - The Fairholme Fund |
5 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
5 |
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
5 |
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF |
5 |
IHYV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Value ETF |
5 |
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF |
5 |
TOPTX - Managed Portfolio Series - Tortoise Energy Evolution Fund A Class Shares |
5 |
ASRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Global Real Estate Income Fund CLASS A |
5 |
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
5 |
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
5 |
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
5 |
Leelyn Smith, LLC |
5 |
Secure Asset Management, LLC |
5 |
Steel Peak Wealth Management LLC |
5 |
Highland Global Allocation Fund |
5 |
Banque Cantonale Vaudoise |
5 |
West Bancorporation Inc |
5 |
Summit Wealth Group, LLC |
5 |
Horizon Bancorp Inc /in/ |
5 |
1776 Wealth LLC |
5 |
Arch Capital Group Ltd. |
5 |
Texas Capital Bank Wealth Management Services Inc |
5 |
Capital Wealth Alliance, LLC |
5 |
Gyon Technologies Capital Management, LP |
5 |
Xtx Markets Llc |
5 |
Visionary Wealth Advisors |
5 |
Haafor (Singapore) Pte. Ltd. |
5 |
South Plains Financial, Inc. |
5 |
Resonant Capital Advisors, LLC |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
5 |
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard |
5 |
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF |
5 |
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund |
5 |
MADDEN SECURITIES Corp |
5 |
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
5 |
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF |
5 |
TFG Advisers LLC |
5 |
HighMark Wealth Management LLC |
5 |
Magnolia Capital Advisors Llc |
5 |
F&C Asset Management plc |
5 |
Citizens National Bank Trust Department |
5 |
J. W. Coons Advisors, LLC |
5 |
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
5 |
MBEQX - M FUND INC - M International Equity Fund |
5 |
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
5 |
DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class |
5 |
CPRFX - MUTUAL FUND SERIES TRUST - Camelot Premium Return Fund Class A |
5 |
VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C |
5 |
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
5 |
FLIIX - ADVISORS SERIES TRUST - First State Global Listed Infrastructure Fund Class I |
5 |
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class |
5 |
SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
5 |
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
5 |
RLCBX - Ultimus Managers Trust - Ryan Labs Core Bond Fund |
5 |
OIOAX - RBB FUND, INC. - Orinda Income Opportunities Fund Class A |
5 |
Mark Morris Et Al |
5 |
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
5 |
KKR Credit Opportunities Portfolio |
5 |
Fortis Group Advisors, LLC |
5 |
Jeppson Wealth Management, Llc |
5 |
Chiron Capital Management, Llc |
5 |
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 |
5 |
Aberdeen Standard Global Infrastructure Income Fund |
5 |
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 |
5 |
Crescent Capital Consulting, LLC |
5 |
Johnson Midwest Financial, LLC |
5 |
Clearview Wealth Advisors LLC |
5 |
Brown Miller Wealth Management, LLC |
5 |
McCarthy Asset Management, Inc. |
5 |
Black Swift Group, LLC |
5 |
Future Financial Wealth Managment LLC |
5 |
Stableford Capital Ii Llc |
5 |
RWM Asset Management, LLC |
5 |
Center For Asset Management LLC |
5 |
Quaero Capital S.A. |
5 |
Annapolis Financial Services, LLC |
5 |
IAG Wealth Partners, LLC |
5 |
Lebenthal Global Advisors, LLC |
5 |
qPULA Trading Management LP |
5 |
Cadent Capital Advisors, LLC |
5 |
Vontobel Holding Ltd. |
5 |
Curated Wealth Partners LLC |
5 |
Ade, Llc |
5 |
Green Harvest Asset Management LLC |
5 |
Alpha DNA Investment Management LLC |
5 |
InterOcean Capital Group, LLC |
5 |
Hoese & Co LLP |
5 |
Colonial River Wealth Management, LLC |
5 |
Valley Brook Capital Group, Inc. |
5 |
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
5 |
Benedetti & Gucer, Inc. |
5 |
Tectonic Advisors Llc |
5 |
Kb Financial Partners, Llc |
5 |
Invst, LLC |
5 |
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y |
5 |
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
5 |
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF |
5 |
Bank of New Hampshire |
5 |
Pinnacle Wealth Advisors |
5 |
PNARX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class |
5 |
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF |
5 |
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
5 |
McElhenny Sheffield Capital Management, LLC |
5 |
Strategic Asset Management, LLC |
5 |
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C |
5 |
VCLN - Virtus ETF Trust II - Virtus Duff & Phelps Clean Energy ETF |
5 |
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF |
5 |
USVT - Ultimus Managers Trust - US VALUE ETF |
5 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF |
5 |
Congress Wealth Management LLC / DE / |
5 |
Scissortail Wealth Management, LLC |
5 |
Sovereign Investment Advisors, LLC |
5 |
Cassady Schiller Wealth Management, LLC |
5 |
Washington Trust Advisors, Inc. |
5 |
RE Dickinson Investment Advisors, LLC |
5 |
Elequin Capital Lp |
5 |
Icapital Wealth Llc |
5 |
Carroll Investors, Inc |
5 |
Byrne Asset Management LLC |
5 |
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I |
5 |
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF |
5 |
Strengthening Families & Communities, LLC |
5 |
Smallwood Wealth Investment Management, LLC |
5 |
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
5 |
FBAGX - FIDELITY SALEM STREET TRUST - Fidelity Tactical Bond Fund |
5 |
Hazlett, Burt & Watson, Inc. |
5 |
Baader Bank INC |
5 |
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF |
5 |
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
5 |
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund |
5 |
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
5 |
Castle Wealth Management Llc |
5 |
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund |
5 |
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
5 |
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I |
5 |
Coston, McIsaac & Partners |
5 |
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class |
5 |
Schechter Investment Advisors, LLC |
5 |
CWFIX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration High Yield Fund Class Chartwell |
5 |
CWSDX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration Bond Fund Class Chartwell |
5 |
Balboa Wealth Partners |
5 |
Daymark Wealth Partners, Llc |
5 |
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF |
5 |
Chapin Davis, Inc. |
5 |
Olistico Wealth, LLC |
5 |
Prossimo Advisors, LLC |
5 |
Harvest Portfolios Group Inc. |
5 |
ISAM Funds (UK) Ltd |
5 |
Grey Fox Wealth Advisors, LLC |
5 |
Kula Investments, LLC |
5 |
West Tower Group, LLC |
5 |
Register Financial Advisors LLC |
5 |
SageView Advisory Group, LLC |
5 |
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF |
5 |
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class |
5 |
CARY - Angel Oak Funds Trust - Angel Oak Income ETF |
5 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF |
5 |
STXV - EA Series Trust - Strive 1000 Value ETF |
5 |
V-Square Quantitative Management LLC |
5 |
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF |
5 |
Avalon Trust Co |
5 |
Imprint Wealth LLC |
5 |
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
5 |
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
5 |
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
5 |
Impact Partnership Wealth, LLC |
5 |
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund |
5 |
Cherry Tree Wealth Management, LLC |
5 |
UniSuper Management Pty Ltd |
5 |
Strategic Financial Concepts, LLC |
5 |
CGC Financial Services, LLC |
5 |
PUTNAM FUNDS TRUST - Putnam Ultra Short MAC Series - |
5 |
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF |
5 |
WFA Asset Management Corp |
5 |
PSDM - PGIM ETF TRUST - PGIM Short Duration Multi-Sector Bond ETF |
5 |
Tiaa Trust, National Association |
5 |
Syon Capital Llc |
5 |
Burns Matteson Capital Management, LLC |
5 |
Financial Perspectives, Inc |
5 |
Tritonpoint Wealth, Llc |
5 |
Rakuten Securities, Inc. |
5 |
Savvy Advisors, Inc. |
5 |
Pingora Partners LLC |
5 |
New Age Alpha Advisors, LLC |
5 |
Williamson Legacy Group, LLC |
5 |
Main Street Group, LTD |
5 |
Foster Dykema Cabot & Partners, Llc |
5 |
Spectrum Wealth Counsel, LLC |
5 |
nVerses Capital, LLC |
5 |
Voisard Asset Management Group, Inc. |
5 |
Jackson Credit Opportunities Fund |
5 |
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF |
5 |
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF |
5 |
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
5 |
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares |
5 |
Catalina Capital Group, LLC |
5 |
Diversify Advisory Services, LLC |
5 |
Mediolanum International Funds Ltd |
5 |
Rockport Wealth LLC |
5 |
Pathway Financial Advisers, LLC |
5 |
TruNorth Capital Management, LLC |
5 |
BTG Pactual Asset Management US LLC |
5 |
IBDZ - iSHARES TRUST - iShares iBonds Dec 2034 Term Corporate ETF |
5 |
ORG Wealth Partners, LLC |
5 |
Principia Wealth Advisory, LLC |
5 |
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF |
5 |
R Squared Ltd |
5 |
MYCM - SSGA Active Trust - SPDR SSGA My2033 Corporate Bond ETF |
5 |
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF |
5 |
Silphium Asset Management Ltd |
5 |
Sierra Ocean, Llc |
5 |
Corps Capital Advisors, LLC |
5 |
Generali Asset Management SPA SGR |
5 |
Kiker Wealth Management, LLC |
5 |
Crowley Wealth Management, Inc. |
5 |
Ripple Effect Asset Management LP |
5 |
Banque Transatlantique SA |
5 |
Mpwm Advisory Solutions, Llc |
5 |
Fourth Dimension Wealth, LLC |
5 |
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
5 |
PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P |
5 |
PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P |
5 |
PACIFIC SELECT FUND - Bond Plus Portfolio Class P |
5 |
PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I |
5 |
REAP Financial Group, LLC |
5 |
Kilter Group LLC |
5 |
Lansforsakringar Fondforvaltning AB (publ) |
5 |
111 Capital |
5 |
Mascagni Wealth Management, Inc. |
5 |
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
5 |
PSHYX - Victory Portfolios IV - Victory Pioneer Short Term Income Fund Class Y |
5 |
VestGen Advisors, LLC |
5 |
CSPF - Cohen & Steers ETF Trust - Cohen & Steers Preferred and Income Opportunities Active ETF |
5 |
Wealth Management Associates, Inc. |
5 |
Victory Variable Insurance Funds II - Victory Pioneer Bond VCT Portfolio Class II |
5 |
ENDW - EA Series Trust - Cambria Endowment Style ETF |
5 |
Midwest Trust Co |
5 |
Traub Capital Management LLC |
5 |
Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
5 |
Provenance Wealth Advisors, LLC |
5 |
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF |
5 |
TEXN - iSHARES TRUST - iShares Texas Equity ETF |
5 |
Horizon Funds - Centre Global Infrastructure Fund Investor Class |
5 |
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
4 |
Kingfisher Capital LLC |
4 |
Militia Capital Partners, LP |
4 |
Aberdeen Global Select Opportunities Fund Inc. |
4 |
Genworth Financial Inc |
4 |
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
4 |
Pacific Capital Wealth Advisors, Inc |
4 |
Ballast Advisors Llc |
4 |
Profunds - Profund Vp Mid-cap Value |
4 |
Quadrant Private Wealth Management, LLC |
4 |
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
4 |
Hohimer Wealth Management, Llc |
4 |
White Pine Capital Llc |
4 |
IBMP - iSHARES TRUST - iShares iBonds Dec 2027 Term Muni Bond ETF |
4 |
FUKOKU MUTUAL LIFE INSURANCE Co |
4 |
Deseret Mutual Benefit Administrators |
4 |
Norway Savings Bank |
4 |
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
4 |
Atherton Lane Advisers, Llc |
4 |
Clovis Capital Management Lp |
4 |
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund |
4 |
Scopus Asset Management, L.p. |
4 |
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares |
4 |
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund |
4 |
New Capital Management LP |
4 |
Orix Usa Corp |
4 |
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class |
4 |
Thomas J. Herzfeld Advisors, Inc. |
4 |
Great Lakes Retirement, Inc. |
4 |
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
4 |
Transcend Wealth Collective, Llc |
4 |
DFNM - Dimensional ETF Trust - Dimensional National Municipal Bond ETF |
4 |
Interval Partners, LP |
4 |
Morgan Stanley Global Infrastructure Fund |
4 |
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
4 |
Chicago Equity Partners Llc |
4 |
PFG Advisors |
4 |
Marco Investment Management Llc |
4 |
Seven Springs Wealth Group, LLC |
4 |
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
4 |
Numerai GP LLC |
4 |
Stratos Wealth Advisors, LLC |
4 |
WealthTrak Capital Management LLC |
4 |
Lumbard & Kellner, LLC |
4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
4 |
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
4 |
Horizon Financial Services, Llc |
4 |
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
4 |
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
4 |
Maple Capital Management, Inc. |
4 |
NBTR - Neuberger Berman ETF Trust - Neuberger Berman Total Return Bond ETF |
4 |
Western Asset/claymore Inflation-linked Opportunities & Income Fund |
4 |
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity |
4 |
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
4 |
FJNK - Pacific Global ETF Trust - Pacific Global Focused High Yield ETF |
4 |
Connectus Wealth, LLC |
4 |
RELIANCE TRUST Co |
4 |
Parametric Market Neutral Portfolio |
4 |
Quadrature Capital LLP |
4 |
Southeast Asset Advisors Inc. |
4 |
Painted Porch Advisors LLC |
4 |
LBCGX - Ultimus Managers Trust - Left Brain Compound Growth Fund |
4 |
YOKE - EA Series Trust - Yoke Core ETF |
4 |
American Trust Investment Advisors, LLC |
4 |
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
4 |
Reston Wealth Management Llc |
4 |
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
4 |
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF |
4 |
Jpmorgan Trust Iii |
4 |
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N |
4 |
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A |
4 |
CA Family Wealth, LLC |
4 |
Per Stirling Capital Management, LLC. |
4 |
Wsfs Capital Management, Llc |
4 |
Paradigm, Strategies in Wealth Management, LLC |
4 |
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A |
4 |
Personal Cfo Solutions, Llc |
4 |
RMR Wealth Builders |
4 |
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund |
4 |
Deutsche High Income Opportunities Fund, Inc. |
4 |
Invesco Dynamic Credit Opportunities Fund |
4 |
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class |
4 |
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
4 |
CapWealth Advisors, LLC |
4 |
TCW ETF Trust - TCW Flexible Income ETF |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
4 |
BIABX - Brown Advisory Funds - Brown Advisory Strategic Bond Fund Institutional Shares |
4 |
Raiffeisen Bank International AG |
4 |
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
4 |
VHYVX - Venerable Variable Insurance Trust - Venerable High Yield Fund Class V |
4 |
Investment Management Corp of Ontario |
4 |
FASBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series CP |
4 |
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF |
4 |
Putnam Investors Fund |
4 |
Penn Mutual Asset Management, LLC |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
4 |
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
4 |
Silverlake Wealth Management Llc |
4 |
Marshall & Sterling Wealth Advisors Inc. |
4 |
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
4 |
Mount Lucas Management LP |
4 |
Linden Thomas Advisory Services, LLC |
4 |
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
4 |
VMIDX - VALIC Co I - Mid Cap Index Fund |
4 |
Holderness Investments Co |
4 |
Compass Wealth Management LLC |
4 |
Capital World Growth & Income Fund |
4 |
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF |
4 |
Manchester Financial Inc |
4 |
Nokota Management, LP |
4 |
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I |
4 |
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
4 |
MDPIX - Profunds - Mid-cap Profund Investor Class |
4 |
AIAFX - Aberdeen Funds - Aberdeen Global Infrastructure Fund Class A |
4 |
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
4 |
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF |
4 |
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares |
4 |
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
4 |
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
4 |
Portman Square Capital LLP |
4 |
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
4 |
Schonfeld Group Holdings LLC |
4 |
Gibraltar Capital Management, Inc. |
4 |
Cohen & Steers Quality Income Realty Fund Inc |
4 |
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
4 |
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund |
4 |
Azimuth Capital Management LLC |
4 |
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
4 |
Seelaus Asset Management LLC |
4 |
Trutina Financial LLC |
4 |
WCG Wealth Advisors LLC |
4 |
New Wave Wealth Advisors Llc |
4 |
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
4 |
Jnl Series Trust - Jnl/blackrock Global Natural Resources Fund (a) |
4 |
Private Bank & Trust Co |
4 |
Costello Asset Management, INC |
4 |
Cypress Capital, LLC |
4 |
Consolidated Planning Corp |
4 |
Seven Post Investment Office LP |
4 |
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
4 |
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF |
4 |
SMB - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Short Municipal Index ETF |
4 |
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I |
4 |
Old North State Wealth Management, LLC |
4 |
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
4 |
LNZ Capital LP |
4 |
Aurora Investment Counsel |
4 |
Norinchukin Bank, The |
4 |
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
4 |
LFA - Lugano Financial Advisors SA |
4 |
Old West Investment Management, LLC |
4 |
Strategic Investment Advisors / MI |
4 |
Rydex Etf Trust |
4 |
Signet Management Usa, Llc |
4 |
HDV - iSHARES TRUST - iShares Core High Dividend ETF |
4 |
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A |
4 |
Personal Capital Advisors Corp |
4 |
Capstone Triton Financial Group, LLC |
4 |
Cozad Asset Management Inc |
4 |
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF |
4 |
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
4 |
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
4 |
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
4 |
Symphony Financial, Ltd. Co. |
4 |
AGIHX - Allianz Funds Multi-Strategy Trust - AllianzGI Global High Yield Fund Institutional Class |
4 |
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
4 |
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio |
4 |
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
4 |
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF |
4 |
Mountain Hill Investment Partners Corp. |
4 |
McClarren Financial Advisors, Inc. |
4 |
TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class |
4 |
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF |
4 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. |
4 |
Tredje AP-fonden |
4 |
Hurley Capital, LLC |
4 |
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund |
4 |
ForthRight Wealth Management, LLC |
4 |
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
4 |
Pinnacle Wealth Management Advisory Group, LLC |
4 |
JNL SERIES TRUST - JNL/Neuberger Berman Gold Plus Strategy Fund (I) |
4 |
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF |
4 |
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class |
4 |
Capital One Financial Corp |
4 |
Polaris Wealth Advisory Group, LLC |
4 |
Bridges Investment Counsel Inc/ |
4 |
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
4 |
Walled Lake Planning & Wealth Management, Llc |
4 |
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
4 |
O'Brien Greene & Co. Inc |
4 |
Apollo Tactical Income Fund Inc. |
4 |
PrairieView Partners, LLC |
4 |
CTC Alternative Strategies, Ltd. |
4 |
NISPX - Nuveen Managed Accounts Portfolios Trust - Nuveen Preferred Securities and Income Managed Accounts Portfolio Common Shares |
4 |
John Hancock Tax-advantaged Global Shareholder Yield Fund |
4 |
Bingham Osborn & Scarborough Llc |
4 |
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
4 |
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
4 |
Tyers Asset Management LLC |
4 |
Stelac Advisory Services LLC |
4 |
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T |
4 |
Baker Ellis Asset Management LLC |
4 |
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
4 |
Main Street Research LLC |
4 |
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF |
4 |
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
4 |
Archetype Wealth Partners |
4 |
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
4 |
ARIEX - Allianz Funds Multi-Strategy Trust - AllianzGI Floating Rate Note Fund Institutional Class |
4 |
Boenning & Scattergood, Inc. |
4 |
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
4 |
USMSX - JPMORGAN TRUST IV - JPMorgan Ultra-Short Municipal Fund Class A |
4 |
ARGI Investment Services, LLC |
4 |
Scopia Capital Management Lp |
4 |
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund |
4 |
CSat Investment Advisory, L.P. |
4 |
Financial Engines Advisors L.L.C. |
4 |
Putnam ETF Trust - Putnam ESG High Yield ETF - |
4 |
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF |
4 |
Probabilities Fund Management, LLC |
4 |
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF |
4 |
Vanguard Index Funds |
4 |
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV |
4 |
Vermillion Wealth Management, Inc. |
4 |
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
4 |
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
4 |
Dai-Ichi Life Insurance Company, Ltd |
4 |
Securian Funds Trust - SFT T. Rowe Price Value Fund |
4 |
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
4 |
Bristol Advisors, LLC |
4 |
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class |
4 |
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
4 |
Diligent Investors, LLC |
4 |
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
4 |
Mpi Investment Management, Inc. |
4 |
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
4 |
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
4 |
Vestor Capital, Llc |
4 |
Planned Solutions, Inc. |
4 |
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
4 |
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class |
4 |
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
4 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
4 |
Northstar Investment Advisors Llc |
4 |
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I |
4 |
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class |
4 |
HHG & Company, LLC |
4 |
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A |
4 |
Locust Wood Capital Advisers, Llc |
4 |
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class |
4 |
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
4 |
STTIX - Exchange Place Advisors Trust - North Square Core Plus Bond Fund Class I |
4 |
Nuveen Short Duration Credit Opportunities Fund |
4 |
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV |
4 |
Good Steward Wealth Advisors,LLC |
4 |
Monument Capital Management |
4 |
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
4 |
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O |
4 |
Centric Wealth Management |
4 |
John Hancock Premium Dividend Fund |
4 |
Halsey Associates Inc/ct |
4 |
Brand Asset Management Group, Inc. |
4 |
XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF |
4 |
PFG Private Wealth Management, LLC |
4 |
Cahill Financial Advisors Inc |
4 |
Point72 Europe (London) LLP |
4 |
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
4 |
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) |
4 |
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
4 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A |
4 |
Butensky & Cohen Financial Security, Inc |
4 |
Lighthouse Investment Partners, LLC |
4 |
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
4 |
MQS Management LLC |
4 |
WEAIX - Teton Westwood Funds - Teton Westwood Intermediate Bond Fund Class A |
4 |
Hanlon Investment Management, Inc. |
4 |
SECOR Capital Advisors, LP |
4 |
Boston Common Asset Management, LLC |
4 |
TGIAX - TIMOTHY PLAN - Timothy Plan Growth & Income Fund Class A |
4 |
Creegan & Nassoura Financial Group, LLC |
4 |
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF |
4 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares |
4 |
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A |
4 |
Rodgers Brothers Inc. |
4 |
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I |
4 |
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF |
4 |
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
4 |
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV |
4 |
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF |
4 |
Icc Capital Management Inc/ |
4 |
USI - Principal Exchange-Traded Funds - Principal Ultra-Short Active Income ETF |
4 |
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
4 |
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class |
4 |
Kassirer Asset Management Corp |
4 |
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
4 |
Echo Street Capital Management LLC |
4 |
Barometer Capital Management Inc. |
4 |
Partners Group Private Equity (master Fund), Llc |
4 |
Sumitomo Mitsui DS Asset Management Company, Ltd |
4 |
Perritt Capital Management Inc |
4 |
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
4 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
4 |
Marble Harbor Investment Counsel, LLC |
4 |
Rainier Group Investment Advisory LLC |
4 |
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF |
4 |
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
4 |
Lombard Odier Asset Management (Europe) Ltd |
4 |
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
4 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
4 |
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
4 |
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
4 |
Cornerstone Management, Inc. |
4 |
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A |
4 |
RGAVX - Legg Mason Global Asset Management Trust - RARE Global Infrastructure Value Fund Class A |
4 |
Park National Corp /oh/ |
4 |
Dowling & Yahnke Llc |
4 |
Providence Capital Advisors, LLC |
4 |
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF |
4 |
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A |
4 |
Sustainable Insight Capital Management, LLC |
4 |
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
4 |
Signature Estate & Investment Advisors Llc |
4 |
Unigestion Holding SA |
4 |
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
4 |
Shulman DeMeo Asset Management LLC |
4 |
CHURCHILL MANAGEMENT Corp |
4 |
Aj Wealth Strategies, Llc |
4 |
Headinvest, Llc |
4 |
Norris Perne & French Llp/mi |
4 |
Barrett & Company, Inc. |
4 |
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
4 |
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
4 |
Strategic Capital Advisers, Inc. |
4 |
Consolidated Portfolio Review Corp |
4 |
First Niagara Bank |
4 |
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
4 |
Geduld E E |
4 |
Mbb Public Markets I Llc |
4 |
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) |
4 |
Oppenheimer Global Multi-asset Growth Fund |
4 |
Gabelli Equity Trust Inc |
4 |
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF |
4 |
Stock Yards Bank & Trust Co |
4 |
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A |
4 |
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A |
4 |
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
4 |
RWDIX - Two Roads Shared Trust - Redwood Managed Volatility Fund Class I |
4 |
Lipe & Dalton |
4 |
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF |
4 |
EAM Global Investors LLC |
4 |
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
4 |
Bard Financial Services, Inc. |
4 |
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund |
4 |
F&V Capital Management, LLC |
4 |
Deutsche Multi-market Income Trust |
4 |
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund |
4 |
Symmetry Partners, LLC |
4 |
Lake Street Financial Llc |
4 |
Profunds - Profund Vp Mid-cap Growth |
4 |
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF |
4 |
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A |
4 |
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
4 |
Texas Capital Bancshares Inc/tx |
4 |
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares |
4 |
Palo Duro Investment Partners, Lp |
4 |
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
4 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
4 |
Blue Chip Partners, Inc. |
4 |
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
4 |
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
4 |
Cypress Wealth Services, LLC |
4 |
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
4 |
Polymer Capital Management (US) LLC |
4 |
Covenant Asset Management, LLC |
4 |
Clare Market Investments LLC |
4 |
General Motors Investment Management Corp |
4 |
KCS Wealth Advisory |
4 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
4 |
CHICAGO TRUST Co NA |
4 |
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
4 |
Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
4 |
Athanor Capital, Lp |
4 |
MLPIX - Profunds - Mid-cap Value Profund Investor Class |
4 |
Elliott Management Corporation |
4 |
Synergy Investment Management, LLC |
4 |
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund |
4 |
Red Cedar Capital, LLC |
4 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio |
4 |
Terril Brothers, Inc. |
4 |
West Financial Advisors, LLC |
4 |
Wealth Alliance Advisory Group, LLC |
4 |
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares |
4 |
GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
4 |
Country Club Bank /gfn |
4 |
Beutel, Goodman & Co Ltd. |
4 |
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
4 |
Lantz Financial LLC |
4 |
Deutsche Strategic Income Trust |
4 |
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
4 |
Grandview Asset Management LLC |
4 |
Staley Capital Advisers Inc |
4 |
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
4 |
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF |
4 |
Cantor Fitzgerald Sustainable Infrastructure Fund |
4 |
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class |
4 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
4 |
Bank of Jackson Hole Trust |
4 |
F3Logic, LLC |
4 |
Serengeti Asset Management LP |
4 |
South Street Advisors LLC |
4 |
Gluskin Sheff & Assoc Inc |
4 |
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
4 |
Alta Advisers Ltd |
4 |
Cornerstone Wealth Group, LLC |
4 |
Bogle Investment Management L P /de/ |
4 |
Forethought Variable Insurance Trust - Global Atlantic PIMCO Tactical Allocation Portfolio |
4 |
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A |
4 |
Rockwood Wealth Management, LLC |
4 |
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell |
4 |
Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
4 |
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
4 |
Pring Turner Capital Group Inc |
4 |
Western Asset Variable Rate Strategic Fund Inc. |
4 |
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF |
4 |
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class |
4 |
DCM Advisors, LLC |
4 |
Pure Financial Advisors, Inc. |
4 |
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
4 |
Bremer Bank National Association |
4 |
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
4 |
Interactive Financial Advisors |
4 |
Samjo Management, LLC |
4 |
DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A |
4 |
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
4 |
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
4 |
Nicolet Advisory Services, Llc |
4 |
First Allied Asset Management, Inc. |
4 |
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
4 |
Cullinan Associates Inc |
4 |
Vista Private Wealth Partners. LLC |
4 |
iA Global Asset Management Inc. |
4 |
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class |
4 |
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class |
4 |
Intrust Bank Na |
4 |
Prevail Innovative Wealth Advisors, Llc |
4 |
Northwestern Mutual Investment Services Llc |
4 |
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund |
4 |
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
4 |
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
4 |
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
4 |
Rotella Capital Management, Inc. |
4 |
TUSI - Touchstone ETF Trust - Touchstone Ultra Short Income ETF |
4 |
Fwl Investment Management, Llc |
4 |
NOSIX - Northern Funds - Northern Stock Index Fund |
4 |
Avondale Wealth Management |
4 |
Bell Bank |
4 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
4 |
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) |
4 |
Syverson Strege & Co |
4 |
EQT Corp |
4 |
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
4 |
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
4 |
Ellsworth Advisors, LLC |
4 |
Canal Insurance CO |
4 |
GRES - IndexIQ ETF Trust - IQ Global Resources ETF |
4 |
Altshuler Shaham Ltd |
4 |
BTRIX - Perpetual Americas Funds Trust - Barrow Hanley Total Return Bond Fund Institutional Shares |
4 |
Kentucky Retirement Systems Insurance Trust Fund |
4 |
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund |
4 |
RWC Asset Management LLP |
4 |
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
4 |
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund |
4 |
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
4 |
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
4 |
Quotient Investors, LLC |
4 |
PLEBX - Aristotle Funds Series Trust - Aristotle ESG Core Bond Fund Class I |
4 |
Millburn Ridgefield Corp |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
4 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
4 |
United Income, Inc. |
4 |
FSENX - FIDELITY SELECT PORTFOLIOS - Energy Portfolio |
4 |
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
4 |
Northstar Advisory Group, LLC |
4 |
Security National Bank Of So Dak |
4 |
Cordatus Wealth Management LLC |
4 |
BSMO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF |
4 |
TPLS - Thornburg ETF Trust - Thornburg Core Plus Bond ETF |
4 |
F/M Investments LLC |
4 |
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A |
4 |
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF |
4 |
Signet Investment Advisory Group, Inc. |
4 |
Hutner Capital Management Inc |
4 |
Baldwin Investment Management, LLC |
4 |
Redwood Capital Management, Llc |
4 |
Caxton Associates Llp |
4 |
Newbrook Capital Advisors LP |
4 |
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
4 |
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
4 |
Asahi Life Asset Management Co., Ltd. |
4 |
Perry Corp |
4 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2032 |
4 |
IBHJ - iSHARES TRUST - iShares iBonds 2030 Term High Yield and Income ETF |
4 |
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
4 |
Loeb Partners Corp |
4 |
Violich Capital Management, Inc. |
4 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
4 |
Hedeker Wealth, LLC |
4 |
Herndon Capital Management Llc |
4 |
Horizon Kinetics Asset Management Llc |
4 |
Elo Mutual Pension Insurance Co |
4 |
Psagot Value Holdings Ltd. / (Israel) |
4 |
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
4 |
Security National Bank |
4 |
Bow Street, Llc |
4 |
North Capital, Inc. |
4 |
Vaughan Nelson Investment Management, L.p. |
4 |
Dividend & Income Fund |
4 |
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
4 |
Burleson & Company, LLC |
4 |
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
4 |
Kercheville Advisors, LLC |
4 |
NinePointTwo Capital |
4 |
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF |
4 |
L.m. Kohn & Company |
4 |
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
4 |
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
4 |
MYDA Advisors LLC |
4 |
New Age Alpha Funds Trust - NAA Opportunity Fund Class C |
4 |
Systematic Financial Management Lp |
4 |
Stone Run Capital, Llc |
4 |
SFY - Tidal ETF Trust - SoFi Select 500 ETF |
4 |
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
4 |
Perkins Investment Management, LLC |
4 |
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A |
4 |
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
4 |
Malaga Cove Capital, LLC |
4 |
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
4 |
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
4 |
Benedict Financial Advisors Inc |
4 |
ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class |
4 |
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
4 |
Align Wealth Management, LLC |
4 |
Kingstone Capital Partners Texas, LLC |
4 |
Rogco, Lp |
4 |
Knollwood Investment Advisory, LLC |
4 |
NEOS Investment Management LLC |
4 |
Braun Stacey Associates Inc |
4 |
Pathway Financial Advisors LLC |
4 |
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
4 |
West Branch Capital LLC |
4 |
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF |
4 |
Luminist Capital LLC |
4 |
LifePlan Financial Group, Inc |
4 |
MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF |
4 |
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A |
4 |
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF |
4 |
Artisan Partners Limited Partnership |
4 |
Cavalier Investments, LLC |
4 |
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
4 |
Clear Investment Research, Llc |
4 |
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF |
4 |
Innealta Capital, Llc |
4 |
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
4 |
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
4 |
Bluestein R H & Co |
4 |
Portfolio Solutions, LLC |
4 |
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z |
4 |
Royce & Associates Lp |
4 |
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
4 |
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
4 |
Sand Grove Capital Management LLP |
4 |
Gallacher Capital Management LLC |
4 |
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
4 |
Zions Trust, National Association |
4 |
Financial Enhancement Group LLC |
4 |
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
4 |
Financial Avengers, Inc. |
4 |
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
4 |
Retirement Financial Solutions, Llc |
4 |
Trifecta Capital Advisors, LLC |
4 |
JOBIX - JOHCM Funds Trust - JOHCM Global Income Builder Institutional Shares |
4 |
Middleton & Co Inc/ma |
4 |
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class |
4 |
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF |
4 |
Shine Investment Advisory Services Inc |
4 |
STXT - EA Series Trust - Strive Total Return Bond ETF |
4 |
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class |
4 |
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS |
4 |
Coastal Bridge Advisors, LLC |
4 |
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. |
4 |
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
4 |
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
4 |
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class |
4 |
Radnor Capital Management, LLC |
4 |
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
4 |
Argent Trust Co |
4 |
Fma Advisory Inc |
4 |
S.A. Mason LLC |
4 |
DnB Asset Management AS |
4 |
Thoroughbred Financial Services, Llc |
4 |
AMF Pensionsforsakring AB |
4 |
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund |
4 |
Trueblood Wealth Management, LLC |
4 |
Little House Capital Llc |
4 |
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class |
4 |
Trust Point Inc. |
4 |
JB Capital LLC |
4 |
Capital Directions Investment Advisors, LLC |
4 |
CMIFX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Founders Class |
4 |
ParenteBeard Wealth Management, LLC |
4 |
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
4 |
Kentucky Retirement Systems |
4 |
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
4 |
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
4 |
Drucker Wealth 3.0, LLC |
4 |
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
4 |
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
4 |
Symmetry Investments LP |
4 |
BW Gestao de Investimentos Ltda. |
4 |
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class |
4 |
Steben Alternative Investment Funds |
4 |
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
4 |
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
4 |
Patten & Patten Inc/tn |
4 |
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
4 |
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
4 |
Dynamic Technology Lab Pte Ltd |
4 |
Sage Mountain Advisors LLC |
4 |
Wallace Capital Management Inc. |
4 |
Nuveen Flexible Investment Income Fund |
4 |
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
4 |
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
4 |
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
4 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
4 |
NOMIX - Northern Funds - Northern Mid Cap Index Fund |
4 |
Signition Lp |
4 |
Sapient Capital Llc |
4 |
Seeyond |
4 |
Penn Davis Mcfarland Inc |
4 |
Mitchell Group Inc |
4 |
DSIGX - BNY MELLON ULTRA SHORT INCOME FUND - BNY Mellon Ultra Short Income Fund Class Z |
4 |
SCP Investment, LP |
4 |
Halcyon Offshore Asset Management Llc |
4 |
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
4 |
Sabal Trust CO |
4 |
Bear Mountain Capital, Inc. |
4 |
Tyche Wealth Partners LLC |
4 |
FXIMX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series M Series M |
4 |
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
4 |
Astoria Portfolio Advisors LLC. |
4 |
ARS Wealth Advisors, LLC |
4 |
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
4 |
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
4 |
Corrado Advisors, Llc |
4 |
Bangor Savings Bank |
4 |
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares |
4 |
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
4 |
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
4 |
Nuveen Core Equity Alpha Fund |
4 |
Madison Park Capital Advisors, LLC |
4 |
Atalanta Sosnoff Capital, Llc |
4 |
Gwn Securities Inc. |
4 |
Saudi Central Bank |
4 |
Curbstone Financial Management Corp |
4 |
Penseco Financial Services Corp |
4 |
Unique Wealth Strategies, LLC |
4 |
Advanced Series Trust - Ast Small-cap Value Portfolio |
4 |
Forsta Ap-fonden |
4 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF |
4 |
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares |
4 |
E. Ohman J:or Asset Management AB |
4 |
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
4 |
Hara Capital LLC |
4 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2028 |
4 |
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A |
4 |
Eaton Vance Tax-managed Buy-write Income Fund |
4 |
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares |
4 |
Copia Wealth Management |
4 |
RBB FUND, INC. - Aquarius International Fund |
4 |
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund |
4 |
VitalStone Financial, LLC |
4 |
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 |
4 |
Northwest Financial Advisors |
4 |
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional |
4 |
QGMIX - AQR Funds - AQR Global Macro Fund Class I |
4 |
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A |
4 |
Fjarde Ap-fonden /fourth Swedish National Pension Fund |
4 |
ELCV - Strategy Shares - Eventide High Dividend ETF |
4 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF |
4 |
Psg Capital Management Trust |
4 |
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
4 |
Your Advocates Ltd., LLP |
4 |
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF |
4 |
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
4 |
Tranquility Partners, LLC |
4 |
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares |
4 |
Strategic Capital Alternatives LLC |
4 |
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares |
4 |
Second Line Capital, LLC |
4 |
Jackson Wealth Management, LLC |
4 |
Silicon Valley Capital Partners |
4 |
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
4 |
EENAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Energy and Natural Resources Fund Class A |
4 |
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A |
4 |
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A |
4 |
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional |
4 |
Angelo Gordon & Co., L.p. |
4 |
Quaker Capital Investments, LLC |
4 |
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
4 |
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
4 |
Oak Thistle LLC |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
4 |
Stablepoint Partners, LLC |
4 |
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
4 |
MGPIX - Profunds - Mid-cap Growth Profund Investor Class |
4 |
Leisure Capital Management |
4 |
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
4 |
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional |
4 |
Verus Financial Partners, Inc. |
4 |
HT Partners LLC |
4 |
Alpine Bank Wealth Management |
4 |
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R |
4 |
3G Capital Partners LP |
4 |
American Funds Global High-income Opportunities Fund |
4 |
Catalytic Wealth RIA, LLC |
4 |
Putnam High Yield Trust |
4 |
Curian Capital Llc |
4 |
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund |
4 |
Kimelman & Baird, LLC |
4 |
Nuveen Tax-advantaged Dividend Growth Fund |
4 |
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
4 |
G&S Capital LLC |
4 |
Glovista Investments LLC |
4 |
Banco BTG Pactual S.A. |
4 |
Plato Investment Management Ltd |
4 |
LifeSteps Financial, Inc. |
4 |
Summit X, LLC |
4 |
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
4 |
Mondrian Investment Partners LTD |
4 |
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares |
4 |
JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) |
4 |
Tcw Alternative Funds |
4 |
Tobias Financial Advisors, Inc. |
4 |
Oppenheimer Global Multi-alternatives Fund. |
4 |
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
4 |
Chartwell Investment Partners/pa |
4 |
EHLS - Tidal Trust II - Even Herd Long Short ETF |
4 |
NODE - VanEck Funds - Onchain Economy ETF |
4 |
WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES |
4 |
Mirador Capital Partners LP |
4 |
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
4 |
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class |
4 |
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
4 |
55i, Llc |
4 |
Arvest Bank Trust Division |
4 |
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF |
4 |
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
4 |
Kingdon Capital Management, L.l.c. |
4 |
Aurora Private Wealth, Inc. |
4 |
SEPIX - SARATOGA ADVANTAGE TRUST - Energy & Basic Materials Portfolio Energy & Basic Materials Class I |
4 |
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
4 |
Freestone Grove Partners LP |
4 |
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares |
4 |
Opera Trading Capital |
4 |
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
4 |
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares |
4 |
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A |
4 |
Silver Lake Advisory, LLC |
4 |
Pendal Group Ltd |
4 |
LM Advisors LLC |
4 |
Renasant Bank |
4 |
Valley Forge Asset Management, Llc |
4 |
Halbert Hargrove Global Advisors, Llc |
4 |
Robbins Farley Llc |
4 |
Absolute Capital Management, LLC |
4 |
Suncoast Equity Management |
4 |
First Financial Bankshares Inc |
4 |
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
4 |
QUANTRES ASSET MANAGEMENT Ltd |
4 |
Lummis Asset Management, LP |
4 |
Regal Wealth Group, Inc. |
4 |
Harvest Fund Holdco L.p. |
4 |
Quadcap Wealth Management, LLC |
4 |
Integrated Advisors Network LLC |
4 |
Hoey Investments, Inc |
4 |
BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A |
4 |
Ashfield Capital Partners, LLC |
4 |
Brigade Capital Management, Lp |
4 |
Putnam Global Natural Resources Fund |
4 |
Gator Capital Management, LLC |
4 |
United Advisor Group, LLC |
4 |
Oak Grove Capital LLC |
4 |
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
4 |
Intercontinental Wealth Advisors, LLC |
4 |
Nicholas Hoffman & Company, LLC. |
4 |
Desjardins Global Asset Management Inc. |
4 |
Overland Advisors, LLC |
4 |
Quaker Wealth Management, LLC |
4 |
Profunds - Profund Vp Ultramid-cap |
4 |
Sanibel Captiva Trust Company, Inc. |
4 |
Morgan Dempsey Capital Management Llc |
4 |
BIGTX - Monteagle Funds - The Texas Fund Class I |
4 |
Hoover Financial Advisors, Inc. |
4 |
Cambiar Investors Llc |
4 |
Lgl Partners, Llc |
4 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
4 |
Granite Investment Advisors, LLC |
4 |
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
4 |
Groupama Asset Managment |
4 |
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
4 |
Resona Asset Management Co.,Ltd. |
4 |
Morgan Stanley India Investment Fund, Inc. |
4 |
Spdr S&p Midcap 400 Etf Trust |
4 |
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A |
4 |
Penobscot Investment Management Company, Inc. |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
4 |
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
4 |
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
4 |
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A |
4 |
Wright Investors Service Inc |
4 |
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
4 |
Rowland Carmichael Advisors Inc /adv |
4 |
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
4 |
Peak Capital Management Llc |
4 |
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF |
4 |
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
4 |
Delphi Financial Group, Inc. |
4 |
Fsb Premier Wealth Management, Inc. |
4 |
Abel Hall, LLC |
4 |
Tealwood Asset Management Inc |
4 |
Winnow Wealth Llc |
4 |
Rs Variable Products Trust |
4 |
Binnacle Investments Inc |
4 |
UMPIX - Profunds - Ultramid-cap Profund Investor Class |
4 |
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class |
4 |
Tiverton Asset Management Llc |
4 |
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF |
4 |
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
4 |
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF |
4 |
Handelsbanken Fonder AB |
4 |
Fort Dearborn Income Securities Inc |
4 |
Koesten, Hirschmann & Crabtree, INC. |
4 |
Pineridge Advisors LLC |
4 |
RiverGlades Family Offices LLC |
4 |
Harbor Capital Advisors, Inc. |
4 |
Bank Of The West |
4 |
Relative Value Partners Group, LLC |
4 |
TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. |
4 |
Bks Advisors, Llc |
4 |
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C |
4 |
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A |
4 |
INFR - Legg Mason ETF Investment Trust - Legg Mason Global Infrastructure ETF |
4 |
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class |
4 |
Ables, Iannone, Moore & Associates, Inc. |
4 |
Armbruster Capital Management, Inc. |
4 |
Morling Financial Advisors, LLC |
4 |
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 |
4 |
First Citizens Bancorporation Inc |
4 |
Harbor Financial Services, Llc |
4 |
GenTrust, LLC |
4 |
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
4 |
Trellus Management Company, LLC |
4 |
Blankinship & Foster, LLC |
4 |
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
4 |
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
4 |
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I |
4 |
BankPlus Trust Department |
4 |
Islay Capital Management, Llc |
4 |
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF |
4 |
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
4 |
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A |
4 |
Patriot Wealth Management, Inc. |
4 |
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 |
4 |
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares |
4 |
Southpoint Capital Advisors LP |
4 |
Mercer Capital Advisers, Inc. |
4 |
Barton Investment Management |
4 |
C2C Wealth Management, LLC |
4 |
Philadelphia Trust Co |
4 |
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H |
4 |
Granite Investment Partners, LLC |
4 |
Corsicana & Co. |
4 |
Alethea Capital Management, Llc |
4 |
Gilbert & Cook, Inc. |
4 |
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
4 |
Welch Group, LLC |
4 |
St. James Investment Company, LLC |
4 |
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
4 |
Grandfield & Dodd, Llc |
4 |
HBC Financial Services, PLLC |
4 |
Geller Advisors LLC |
4 |
Shufro Rose & Co Llc |
4 |
Aire Advisors, Llc |
4 |
Croft-leominster Inc |
4 |
Miles Capital, Inc. |
4 |
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A |
4 |
OmniStar Financial Group, Inc. |
4 |
Strategic Wealth Management Inc |
4 |
Bfsg, Llc |
4 |
Glazer Capital, Llc |
4 |
First Financial Equity Corporation |
4 |
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
4 |
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
4 |
CCMG - EA Series Trust - CCM Global Equity ETF |
4 |
Focus Financial Network, Inc. |
4 |
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF |
4 |
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF |
4 |
Rakuten Investment Management, Inc. |
4 |
Lloyd Advisory Services, LLC. |
4 |
Novem Group |
4 |
Karpas Strategies, Llc |
4 |
Eaton Vance Floating-rate 2022 Target Term Trust |
4 |
Midas Management Corp |
4 |
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
4 |
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
4 |
Fairview Capital Investment Management, Llc |
4 |
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF |
4 |
CMT Asset Management Ltd |
4 |
Ckw Financial Group |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class |
4 |
Quest 10 Wealth Builders, Inc. |
4 |
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 |
4 |
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF |
4 |
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
4 |
Alan B. Lancz & Associates, Inc. |
4 |
Daxor Corp |
4 |
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A |
4 |
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
4 |
Moran Wealth Management, LLC |
4 |
AHL Partners LLP |
4 |
49 Wealth Management, Llc |
4 |
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares |
4 |
Fort Point Capital Partners LLC |
4 |
Dogwood Wealth Management LLC |
4 |
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
4 |
Mason Capital Fund Trust - Fundamentals First ETF |
4 |
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares |
4 |
Atlanta Consulting Group Advisors, LLC |
4 |
New Millennium Group LLC |
4 |
Orinda Asset Management LLC |
4 |
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
4 |
FRG Family Wealth Advisors LLC |
4 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
4 |
NTB Financial Corp |
4 |
Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II |
4 |
Heritage Wealth Management, Llc |
4 |
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% |
4 |
Achmea Investment Management B.V. |
4 |
Santori & Peters, Inc. |
4 |
Bremer Trust National Association |
4 |
Accredited Investors Inc. |
4 |
Robertson Stephens Wealth Management, LLC |
4 |
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
4 |
Crews Bank & Trust |
4 |
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares |
4 |
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional |
4 |
Private Management Group Inc |
4 |
Parcion Private Wealth LLC |
4 |
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
4 |
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
4 |
Vista Investment Partners Llc |
4 |
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
4 |
Alerus Investment Advisors Corp |
4 |
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A |
4 |
JBF Capital, Inc. |
4 |
SHHYX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor High Yield Bond Fund Class I |
4 |
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A |
4 |
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR |
4 |
Proffitt & Goodson Inc |
4 |
Prosperity Consulting Group, LLC |
4 |
PIMCO FUNDS - PIMCO Sector Fund Series - H |
4 |
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
4 |
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF |
4 |
Northwest Wealth Management, Llc |
4 |
Mattern Capital Management, Llc |
4 |
Teamwork Financial Advisors, LLC |
4 |
Meketa Infrastructure Fund |
4 |
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF |
4 |
BRMSX - Advisor Managed Portfolios - Bramshill Income Performance Fund Institutional Class |
4 |
Mosaic Family Wealth Partners, Llc |
4 |
York Capital Management Global Advisors, LLC |
4 |
Dudley Capital Management, Llc |
4 |
Asset Advisors Corp |
4 |
Aberdeen Asset Management Plc/uk |
4 |
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares |
4 |
Capital Financial Planning, LLC |
4 |
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
4 |
BEAM Asset Management, LLC |
4 |
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
4 |
Voya Emerging Markets High Dividend Equity Fund |
4 |
Knights of Columbus Asset Advisors LLC |
4 |
Sullivan, Bruyette, Speros & Blaney, LLC |
4 |
Pyrrho Capital Management, LP |
4 |
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares |
4 |
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M |
4 |
JT Stratford LLC |
4 |
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
4 |
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF |
4 |
Reinhart Partners, Inc. |
4 |
Hutner Daniel Ellsworth |
4 |
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
4 |
PXJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Oil & Gas Services ETF |
4 |
IXC - iSHARES TRUST - iShares Global Energy ETF |
4 |
Arvest Trust Co N A |
4 |
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
4 |
RMRKX - Rimrock Funds Trust - Rimrock Core Bond Fund |
4 |
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class |
4 |
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional |
4 |
Woodline Partners LP |
4 |
World Equity Group, Inc. |
4 |
Saxon Interests, Inc. |
4 |
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF |
4 |
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
4 |
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
4 |
Stonegate Investment Group, LLC |
4 |
SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
4 |
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
4 |
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF |
4 |
Synergy Financial Management, LLC |
4 |
Howland Capital Management Llc |
4 |
Kings Path Partners LLC |
4 |
Mcintyre Freedman & Flynn Investment Advisers Inc |
4 |
Man Investments Ltd |
4 |
Pinnbrook Capital Management Lp |
4 |
Sandell Asset Management Corp |
4 |
Carderock Capital Management Inc |
4 |
AINP - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Income Plus ETF |
4 |
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
4 |
Wealthgarden F.s. Llc |
4 |
Sound View Wealth Advisors, Llc |
4 |
MCTOX - Modern Capital Funds Trust - Modern Capital Tactical Opportunities Fund Class A Shares |
3 |
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
3 |
AAIIX - ANCORA TRUST - Ancora Income Fund Class I |
3 |
IBMJ - iSHARES TRUST - iShares iBonds Dec 2021 Term Muni Bond ETF |
3 |
Lifestyle Asset Management, Inc. |
3 |
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares |
3 |
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
3 |
Wealthsource Partners, Llc |
3 |
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
3 |
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF |
3 |
Beaconlight Capital, Llc |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
3 |
Argentiere Capital Ag |
3 |
Ohio National Investments, Inc. |
3 |
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
3 |
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF |
3 |
STLV - iSHARES TRUST - iShares Factors US Value Style ETF |
3 |
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF |
3 |
PREF - Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF |
3 |
Sicart Associates LLC |
3 |
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
3 |
Appaloosa Management Lp |
3 |
ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
3 |
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF |
3 |
Zrc Wealth Management, Llc |
3 |
Morris Capital Advisors, LLC |
3 |
25 Llc |
3 |
Nilsine Partners, LLC |
3 |
Grey Street Capital, LLC |
3 |
Oppenheimer Steelpath Panoramic Fund |
3 |
Pinnacle West Asset Management, Inc. |
3 |
Waters Parkerson & Co., Llc |
3 |
Harvey Capital Management Inc |
3 |
Swank Capital, LLC |
3 |
Mairs & Power Inc |
3 |
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
3 |
Total Investment Management Inc |
3 |
Edmp, Inc. |
3 |
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF |
3 |
Bcm Advisors, Llc |
3 |
Schmidt P J Investment Management Inc |
3 |
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
3 |
Barry Investment Advisors, LLC |
3 |
Adams Natural Resources Fund, Inc. |
3 |
Vinva Investment Management Ltd |
3 |
Root Financial Partners, LLC |
3 |
DLD Asset Management, LP |
3 |
Ofi Invest Asset Management |
3 |
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
3 |
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
3 |
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF |
3 |
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
3 |
FLP Wealth Management, LLC |
3 |
La Banque Postale Asset Management SA |
3 |
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF |
3 |
MGIFX - Gallery Trust - MONDRIAN GLOBAL LISTED INFRASTRUCTURE FUND Mondrian Global Listed Infrastructure Fund |
3 |
SWAN Capital LLC |
3 |
Pine Valley Investments Ltd Liability Co |
3 |
Akanthos Capital Management Llc |
3 |
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
3 |
Pfs Investments Inc. |
3 |
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
3 |
NRGDX - INTEGRITY FUNDS - Integrity Energized Dividend Fund , Class A |
3 |
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF |
3 |
Selway Asset Management |
3 |
Etf Managers Group, Llc |
3 |
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
3 |
IBMN - iSHARES TRUST - iShares iBonds Dec 2025 Term Muni Bond ETF |
3 |
3Chopt Investment Partners, LLC |
3 |
Nissay Asset Management Corp /japan/ /adv |
3 |
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio |
3 |
OAIEX - Optimum Fund Trust - Optimum International Fund Class A |
3 |
Smith & Howard Wealth Management, LLC |
3 |
Meiji Yasuda Life Insurance Co |
3 |
Empower Advisory Group, LLC |
3 |
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
3 |
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
3 |
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares |
3 |
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
3 |
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
3 |
Peak Financial Advisors Llc |
3 |
Sandler Capital Management |
3 |
PIFPX - PRINCIPAL FUNDS INC - Inflation Protection Fund R-3 |
3 |
Windsor Advisory Group, LLC |
3 |
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares |
3 |
American Money Management, LLC |
3 |
Vivaldi Opportunities Fund |
3 |
Bolton Lp |
3 |
SVA Wealth Management, LLC |
3 |
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
3 |
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF |
3 |
LCMAX - DRIEHAUS MUTUAL FUNDS - Driehaus Active Income Fund |
3 |
First County Bank /CT/ |
3 |
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I |
3 |
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
3 |
Steadfast Advisors Lp |
3 |
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF |
3 |
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
3 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund |
3 |
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund |
3 |
Mogy Joel R Investment Counsel Inc |
3 |
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A |
3 |
Matthew 25 Management Corp |
3 |
Anandar Capital Management LP |
3 |
Thomas White International Ltd |
3 |
Simmons First Trust Co Na |
3 |
New Republic Capital, LLC |
3 |
Schafer Cullen Capital Management Inc |
3 |
Armstrong Shaw Associates Inc/ct |
3 |
Phillips Financial Management, Llc |
3 |
Xact Kapitalforvaltning AB |
3 |
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class |
3 |
AGF Investments America Inc. |
3 |
CRDT - Simplify Exchange Traded Funds - Simplify Opportunistic Income ETF |
3 |
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF |
3 |
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF |
3 |
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF |
3 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2021 |
3 |
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A |
3 |
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF |
3 |
RCSTX - Red Cedar Fund Trust - Red Cedar Short Term Bond Fund Institutional Class |
3 |
Traynor Capital Management, Inc. |
3 |
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
3 |
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF |
3 |
Alphagen Securities Llc |
3 |
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
3 |
SCIU - Global X Funds - Global X Scientific Beta US ETF |
3 |
ARS Wealth Advisors Group, LLC |
3 |
Clough Capital Partners L P |
3 |
Chesapeake Partners Management Co Inc/md |
3 |
TD Securities (USA) LLC |
3 |
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
3 |
Baker Tilly Financial, Llc |
3 |
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I |
3 |
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy |
3 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2024 |
3 |
Amica Mutual Insurance Co |
3 |
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
3 |
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF |
3 |
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
3 |
Crabel Capital Management, LLC |
3 |
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
3 |
CM Management, LLC |
3 |
Sentry Investments Corp. |
3 |
RRIAX - Columbia Funds Series Trust II - Columbia Global Infrastructure Fund Class A |
3 |
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Municipal Bond Portfolio Institutional Class |
3 |
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF |
3 |
Kepos Capital LP |
3 |
Oppenheimer Global Multi Strategies Fund |
3 |
Harbor Asset Planning, Inc. |
3 |
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio |
3 |
Slocum, Gordon & Co LLP |
3 |
Challenger Wealth Management |
3 |
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A |
3 |
BluePath Capital Management, LLC |
3 |
Godshalk Welsh Capital Management, Inc. |
3 |
Aurora Financial Advisors, Llc |
3 |
Capital Group Private Client Services, Inc. |
3 |
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF |
3 |
Peoples Bank/KS |
3 |
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A |
3 |
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N |
3 |
Payden & Rygel Investment Group |
3 |
Financiere des Professionnels - Fonds d,investissement inc. |
3 |
Guardian Life Insurance Co Of America |
3 |
Samjo Capital LLC |
3 |
Intrepid Capital Management Inc |
3 |
United Community Bank |
3 |
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF |
3 |
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
3 |
Profunds - Profund Vp Bull |
3 |
Account Management LLC |
3 |
Md Sass Investors Services Inc |
3 |
Burkehill Global Management, LP |
3 |
Thornburg Income Builder Opportunities Trust |
3 |
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
3 |
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF |
3 |
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund |
3 |
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
3 |
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
3 |
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
3 |
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
3 |
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF |
3 |
Morton Capital Management LLC/CA |
3 |
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF |
3 |
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
3 |
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
3 |
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
3 |
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares |
3 |
Gilder Gagnon Howe & Co Llc |
3 |
Runnymede Capital Advisors, Inc. |
3 |
FTWO - EA Series Trust - Strive FAANG 2.0 ETF |
3 |
Southland Equity Partners LLC |
3 |
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF |
3 |
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF |
3 |
Phoenix Wealth Advisors |
3 |
LongView Wealth Management |
3 |
Kavar Capital Partners Group, Llc |
3 |
Energy Opportunities Capital Management, LLC |
3 |
Badgley Phelps Wealth Managers, LLC |
3 |
Premier Path Wealth Partners, LLC |
3 |
Dixon Mitchell Investment Counsel Inc. |
3 |
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
3 |
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class |
3 |
FirstMerit Bank N A Trustee |
3 |
STFGX - Advisers Investment Trust - State Farm Growth Fund |
3 |
Monticello Wealth Management, Llc |
3 |
Latimer Light Capital, L.P. |
3 |
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF |
3 |
Bank OZK |
3 |
AGRPX - Allianz Funds Multi-Strategy Trust - AllianzGI Multi Asset Income Fund P |
3 |
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF |
3 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 |
3 |
OneAscent Wealth Management LLC |
3 |
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF |
3 |
Blackrock Enhanced Global Dividend Trust |
3 |
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF |
3 |
Financial Advisors Network, Inc. |
3 |
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF |
3 |
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF |
3 |
AQGNX - AQR Funds - AQR Global Equity Fund Class N |
3 |
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF |
3 |
Rs Investment Management Co Llc |
3 |
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF |
3 |
Philip James Wealth Mangement, LLC |
3 |
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund |
3 |
Pacific Global Investment Management Co |
3 |
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares |
3 |
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares |
3 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 High Yield Corporate Bond ETF |
3 |
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF |
3 |
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
3 |
Cullen Investment Group, Ltd. |
3 |
ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares |
3 |
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
3 |
Nuveen S&p 500 Dynamic Overwrite Fund |
3 |
Rossmore Private Capital |
3 |
Cetera Trust Company, N.A |
3 |
NMIEX - Northern Funds - Active M International Equity Fund |
3 |
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A |
3 |
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
3 |
Matarin Capital Management, LLC |
3 |
Morgan Creek Global Equity Long/short Institutional Fund |
3 |
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares |
3 |
Profunds - Profund Vp Ultrabull |
3 |
Signature Resources Capital Management, LLC |
3 |
Everpar Advisors Llc |
3 |
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares |
3 |
Mitchell & Pahl Private Wealth, Llc |
3 |
Centered Wealth LLC dba Miller Equity Capital Advisors |
3 |
Merrion Investment Management Co, LLC |
3 |
Advantage Trust Co |
3 |
Gamco Global Gold, Natural Resources & Income Trust |
3 |
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A |
3 |
ShoreHaven Wealth Partners, LLC |
3 |
Spring Capital Management, Llc |
3 |
Harmony Asset Management Llc |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
3 |
Brave Warrior Advisors, LLC |
3 |
Anthracite Investment Company, Inc. |
3 |
Proquility Private Wealth Partners, LLC |
3 |
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares |
3 |
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF |
3 |
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 |
3 |
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A |
3 |
DAINX - Dunham Funds - Dunham International Stock Fund Class A |
3 |
Highline Capital Management, L.p. |
3 |
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
3 |
ClearAlpha Technologies LP |
3 |
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A |
3 |
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
3 |
Sterling Financial Planning, Inc. |
3 |
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
3 |
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class |
3 |
PRIPX - T. Rowe Price Inflation Protected Bond Fund, Inc. - T. Rowe Price Inflation Protected Bond Fund, Inc. |
3 |
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
3 |
S.C. Financial Services, Inc. |
3 |
Burkett Financial Services, Llc |
3 |
Omni Partners Llp |
3 |
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
3 |
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
3 |
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund |
3 |
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio |
3 |
Steward Partners Investment Solutions, Llc |
3 |
Armis Advisers, LLC |
3 |
Rollins Financial Advisors, LLC |
3 |
First Trust Investment Solutions L.P. |
3 |
SUBS - EXCHANGE TRADED CONCEPTS TRUST - Fount Subscription Economy ETF |
3 |
Telos Capital Management, Inc. |
3 |
Coatue Management Llc |
3 |
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
3 |
Banque Pictet & Cie Sa |
3 |
Reliant Investment Management, LLC |
3 |
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF |
3 |
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares |
3 |
Fpr Partners Llc |
3 |
Holistic Planning, LLC |
3 |
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class |
3 |
Wayfinding Financial, LLC |
3 |
Degroof Petercam Asset Management |
3 |
Knighthead Capital Management, LLC |
3 |
EABSX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS Short-Term Municipal Bond Fund Class A |
3 |
Zega Financial, LLC |
3 |
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
3 |
Senator Investment Group LP |
3 |
Gamco Natural Resources, Gold & Income Trust |
3 |
Sunflower Bank, Na Wealth Management |
3 |
Highlander Partners, L.P. |
3 |
Planning Capital Management Corp |
3 |
Cherokee Insurance Co |
3 |
Eight 31 Financial Llc |
3 |
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund |
3 |
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF |
3 |
FJ Investments, LLC |
3 |
Cary Street Partners Asset Management Llc |
3 |
Confluence Investment Management Llc |
3 |
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A |
3 |
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares |
3 |
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
3 |
Cohen Investment Advisors LLC |
3 |
Carmel Capital Partners, LLC |
3 |
Vernal Point Advisors, LLC |
3 |
Bristlecone Advisors, LLC |
3 |
Peterson Financial Group, Inc. |
3 |
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund |
3 |
Vima Llc |
3 |
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund |
3 |
Prospect Financial Services LLC |
3 |
Sunpointe, LLC |
3 |
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund |
3 |
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
3 |
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A |
3 |
Pineno Levin & Ford Asset Management, Inc. |
3 |
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I |
3 |
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
3 |
Missouri Trust & Investment Co |
3 |
EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF |
3 |
Gallo Partners, LP |
3 |
Douglas Lane & Associates, LLC |
3 |
Naviter Wealth, LLC |
3 |
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
3 |
Standard Life Investments LTD |
3 |
Uptown Financial Advisors LLC |
3 |
Horizon Funds - HORIZON EXPEDITION PLUS ETF |
3 |
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF |
3 |
Ark & Tlk Investments, Llc |
3 |
First Pacific Advisors, LP |
3 |
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A |
3 |
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I |
3 |
Yeomans Consulting Group, Inc. |
3 |
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A |
3 |
Rathbone Brothers plc |
3 |
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
3 |
Lone Pine Capital Llc |
3 |
Thrive Capital Management, LLC |
3 |
Doubleline Opportunistic Credit Fund |
3 |
ArrowMark Colorado Holdings LLC |
3 |
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
3 |
Fairman Group, LLC |
3 |
Pinnacle Private Wealth, LLC |
3 |
Connective Portfolio Management, LLC |
3 |
Navigoe, LLC |
3 |
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
3 |
Clearline Capital LP |
3 |
Greystone Financial Group, LLC |
3 |
Granite Group Advisors, LLC |
3 |
Grimes & Company, Inc. |
3 |
Norwood Financial Corp |
3 |
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
3 |
Flagship Wealth Advisors, Llc |
3 |
Greystone Investment Management Llc |
3 |
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 |
3 |
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class |
3 |
Wealth Effects Llc |
3 |
Spinnaker Trust |
3 |
Wedge Capital Management L L P/nc |
3 |
Accordant Advisory Group Inc |
3 |
Ameliora Wealth Management Ltd. |
3 |
NorthCrest Asset Manangement, LLC |
3 |
PSH - PGIM ETF TRUST - PGIM Short Duration HIgh Yield ETF |
3 |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
3 |
Advisors Management Group Inc /adv |
3 |
FS Series Trust - FS Market Neutral Fund Class I |
3 |
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 |
3 |
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A |
3 |
Equitec Specialists, Llc |
3 |
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF |
3 |
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF |
3 |
Argyle Capital Partners, LLC |
3 |
Fisher Funds Management LTD |
3 |
Central Pacific Bank - Trust Division |
3 |
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
3 |
Kelman-Lazarov, Inc. |
3 |
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A |
3 |
Cyrus Capital Partners, L.p. |
3 |
M&G Plc |
3 |
Oliver Luxxe Assets LLC |
3 |
Boston Trust Walden Corp |
3 |
Brighthouse Funds Trust I - PIMCO Inflation Protected Bond Portfolio Class A |
3 |
Tyrus Capital S.A.M. |
3 |
Mason Street Advisors, Llc |
3 |
Mowery & Schoenfeld Wealth Management, LLC |
3 |
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
3 |
Deutsche Money Market Trust |
3 |
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
3 |
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
3 |
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A |
3 |
IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
3 |
Sugar Maple Asset Management, LLC |
3 |
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
3 |
CarsonAllaria Wealth Management, Ltd. |
3 |
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
3 |
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional |
3 |
Institutional Investment Strategy Fund |
3 |
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A |
3 |
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
3 |
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class |
3 |
Carlton Hofferkamp & Jenks Wealth Management, LLC |
3 |
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc |
3 |
Yelin Lapidot Holdings Management Ltd. |
3 |
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund |
3 |
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
3 |
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
3 |
STXM - EA Series Trust - Strive Mid-Cap ETF |
3 |
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
3 |
Moab Capital Partners LLC |
3 |
Red Tortoise LLC |
3 |
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A |
3 |
AOHY - Angel Oak Funds Trust - Angel Oak High Yield Opportunities ETF |
3 |
Vanguard Capital Wealth Advisors |
3 |
Flynn Zito Capital Management, Llc |
3 |
PCG Wealth Advisors, LLC |
3 |
B&D White Capital Company, LLC |
3 |
Sab Capital Management Lp |
3 |
Kohlberg Kravis Roberts & Co. L.P. |
3 |
Mills Wealth Advisors LLC |
3 |
Bank & Trust Co |
3 |
Henrickson Nauta Wealth Advisors, Inc. |
3 |
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
3 |
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF |
3 |
City Center Advisors, LLC |
3 |
Sage Capital Management, LLC |
3 |
Credit Suisse High Yield Bond Fund |
3 |
PharVision Advisers, LLC |
3 |
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K |
3 |
Investment Partners, Ltd. |
3 |
Chris Bulman Inc |
3 |
Seldon Capital Lp |
3 |
Charter Research & Investment Group, Inc. |
3 |
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF |
3 |
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A |
3 |
Ford Financial Group, LLC |
3 |
Cornerstone Advisory, LLC |
3 |
Brookwood Investment Group LLC |
3 |
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF |
3 |
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
3 |
B. Metzler seel. Sohn & Co. AG |
3 |
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
3 |
Capital A Wealth Management, LLC |
3 |
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
3 |
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
3 |
Cutler Capital Management, LLC |
3 |
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF |
3 |
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
3 |
Quad Capital Management Advisors LLC |
3 |
Groupe la Francaise |
3 |
Krs Capital Management, Llc |
3 |
Centennial Bank/AR/ |
3 |
Tribune Investment Group LP |
3 |
Nikko Asset Management Americas, Inc. |
3 |
Jackson Real Assets Fund |
3 |
Canada Post Corp Registered Pension Plan |
3 |
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF |
3 |
WFA of San Diego, LLC |
3 |
ULPIX - Profunds - Ultrabull Profund Investor Class |
3 |
Resolute Advisors LLC |
3 |
SLPIX - Profunds - Small-cap Profund Investor Class |
3 |
Financial Connections Group, Inc. |
3 |
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares |
3 |
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
3 |
NBSD - Neuberger Berman ETF Trust - Neuberger Berman Short Duration Income ETF |
3 |
NBFC - Neuberger Berman ETF Trust - Neuberger Berman Flexible Credit Income ETF |
3 |
Ultimus Managers Trust - Westwood Salient Enhanced Energy Income ETF |
3 |
Transform Wealth, LLC |
3 |
BLPIX - Profunds - Bull Profund Investor Class |
3 |
Goodman Financial Corp |
3 |
Villere St Denis J & Co Llc |
3 |
Woodward Diversified Capital, Llc |
3 |
XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund |
3 |
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF |
3 |
PBD - Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF |
3 |
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF |
3 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF |
3 |
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF |
3 |
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares |
3 |
Cantor Fitzgerald, L. P. |
3 |
Jet Capital Investors L P |
3 |
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
3 |
BWM Planning, LLC |
3 |
Code Waechter LLC |
3 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund |
3 |
Tcfg Wealth Management, Llc |
3 |
Mb, Levis & Associates, Llc |
3 |
Schnieders Capital Management Llc |
3 |
Volterra Technologies LP |
3 |
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF |
3 |
MSH Capital Advisors LLC |
3 |
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
3 |
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
3 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2034 Corporate Bond ETF |
3 |
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
3 |
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 |
3 |
RSPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Energy ETF |
3 |
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF |
3 |
Philosophy Capital Management LLC |
3 |
Carnegie Lake Advisors LLC |
3 |
Kennebec Savings Bank |
3 |
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
3 |
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund |
3 |
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
3 |
Sandia Investment Management LP |
3 |
Van Den Berg Management I, Inc |
3 |
Onefund, Llc |
3 |
Argent Financial Group, Inc. |
3 |
Cleararc Capital Inc |
3 |
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
3 |
FrontFour Capital Group LLC |
3 |
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF |
3 |
Promethium Advisors,llc |
3 |
Cobiz Investment Management, Llc |
3 |
Legacy Investment Solutions, LLC |
3 |
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
3 |
Allen Capital Group, LLC |
3 |
Legacy Wealth Managment, LLC/ID |
3 |
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V |
3 |
Energy Transfer Equity, L.P. |
3 |
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund |
3 |
Palmer Square Funds Trust - Palmer Square Credit Opportunities ETF |
3 |
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF |
3 |
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF |
3 |
GSDUX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Tax-Free Fund Institutional |
3 |
ASR Vermogensbeheer N.V. |
3 |
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund |
3 |
Jmac Enterprises Llc |
3 |
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
3 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
3 |
FNY Partners Fund LP |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
3 |
Woodley Farra Manion Portfolio Management Inc |
3 |
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IB |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB |
3 |
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L |
3 |
Congress Asset Management Co /ma |
3 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
3 |
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
3 |
Oddo Bhf Asset Management Sas |
3 |
Crossvault Capital Management LLC |
3 |
Tilia Fiduciary Partners, Inc. |
3 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
3 |
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
3 |
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
3 |
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF |
3 |
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
3 |
Florida Financial Advisors, Llc |
3 |
Tri Locum Partners LP |
3 |
Ghisallo Capital Management LLC |
3 |
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares |
3 |
Retirement Wealth Solutions LLC |
3 |
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF |
3 |
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
3 |
M.e. Allison & Co., Inc. |
3 |
Argyle Capital Management Inc. |
3 |
Union Bancaire Privee, UBP SA |
3 |
Truepoint, Inc. |
3 |
Quantum Financial Planning Services, Inc. |
3 |
Wasatch Advisors Inc |
3 |
MYCK - SSGA Active Trust - SPDR SSGA My2031 Corporate Bond ETF |
3 |
Weston Capital Management Inc |
3 |
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
3 |
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF |
3 |
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia |
3 |
MYCI - SSGA Active Trust - SPDR SSGA My2029 Corporate Bond ETF |
3 |
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF |
3 |
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF |
3 |
Financial Life Planners |
3 |
Smith Chas P & Associates Pa Cpas |
3 |
PWS - Pacer Funds Trust - Pacer WealthShield ETF |
3 |
Amitell Capital Pte Ltd |
3 |
Graham Capital Wealth Management, Llc |
3 |
Probity Advisors, Inc. |
3 |
Birch Hill Investment Advisors LLC |
3 |
Mid-American Wealth Advisory Group, Inc. |
3 |
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
3 |
CarVal Investors, LP |
3 |
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF |
3 |
Wingate Wealth Advisors, Inc. |
3 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 |
3 |
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
3 |
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio |
3 |
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
3 |
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF |
3 |
PBFRX - Victory Portfolios IV - Victory Pioneer Bond Fund Class R |
3 |
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
3 |
Ulland Investment Advisors, LLC |
3 |
Abc Arbitrage Sa |
3 |
ERTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Cleantech ETF |
3 |
Farringdon Capital, Ltd. |
3 |
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
3 |
Roxbury Financial LLC |
3 |
WNY Asset Management, LLC |
3 |
Fedenia Advisers LLC |
3 |
AIIQ - ETF Series Solutions - AI Powered International Equity ETF |
3 |
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
3 |
Wilkinson Ogrady & Co Inc /ny |
3 |
Benchmark Investment Advisors LLC |
3 |
Emory University |
3 |
RHJ International SA |
3 |
Alpha Family Trust |
3 |
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
3 |
Abundance Wealth Counselors |
3 |
Aristotle Capital Management, LLC |
3 |
Weatherly Asset Management L. P. |
3 |
Blackstart Capital LP |
3 |
Ostrum Asset Management |
3 |
Safeguard Investment Advisory Group, LLC |
3 |
Lehman & Derafelo Financial Resources LLC |
3 |
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R |
3 |
Havens Advisors Llc |
3 |
Hudson Value Partners, LLC |
3 |
Round Rock Advisors, LLC |
3 |
MBM Wealth Consultants, LLC |
3 |
Dagco, Inc. |
3 |
Context Capital Management, LLC |
3 |
Varma Mutual Pension Insurance Co |
3 |
Sepio Capital, LP |
3 |
Private Portfolio Partners Llc |
3 |
Credit Capital Investments LLC |
3 |
Belmont Capital, LLC |
3 |
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I |
3 |
Generali Investments, Management Co LLC |
3 |
Kowal Investment Group, LLC |
3 |
Modus Advisors, LLC |
3 |
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
3 |
Thompson Investment Management, Inc. |
3 |
Nichols & Pratt Advisers Llp /ma |
3 |
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
3 |
HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
3 |
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares |
3 |
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A |
3 |
Cynosure Management, Llc |
3 |
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
3 |
UVDV - Spinnaker ETF Series - UVA Dividend Value ETF |
3 |
Sargent Investment Group, LLC |
3 |
Human Investing LLC |
3 |
Brendel Financial Advisors LLC |
3 |
Knuff & Co LLC |
3 |
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
3 |
Cedar Brook Financial Partners, LLC |
3 |
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES |
3 |
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund |
3 |
Clarfeld Financial Advisors, Llc |
3 |
Bedrijfstakpensioenfonds Voor De Media Pno |
3 |
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF |
3 |
Mizuho Securities Usa Llc |
3 |
Tuscan Ridge Asset Management Llc |
3 |
ADVTX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund II CLASS N SHARES |
3 |
Biltmore Capital Advisors LLC |
3 |
Ten Capital Wealth Advisors, LLC |
3 |
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund |
3 |
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund |
3 |
Foster Victor Wealth Advisors, LLC |
3 |
Fulcrum Equity Management |
3 |
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES |
3 |
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
3 |
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund |
3 |
Peterson Wealth Management |
3 |
Quilter Plc |
3 |
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K |
3 |
Western Asset Middle Market Debt Fund Inc. |
3 |
Summit Wealth & Retirement Planning, Inc. |
3 |
Hudson Valley Investment Advisors Inc /adv |
3 |
Arkfeld Wealth Strategies, L.L.C. |
3 |
Trinity Legacy Partners, LLC |
3 |
TSWHX - JOHCM Funds Trust - TSW High Yield Bond Fund Class Z Shares |
3 |
Variant Alternative Income Fund |
3 |
Glenview State Bank Trust Dept. |
3 |
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A |
3 |
Tolleson Wealth Management, Inc. |
3 |
Boston Family Office Llc |
3 |
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
3 |
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A |
3 |
RUFF - ETF Opportunities Trust - Alpha Dog ETF |
3 |
Kmg Fiduciary Partners, Llc |
3 |
1 North Wealth Services Llc |
3 |
Bnc Wealth Management, Llc |
3 |
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF |
3 |
Strategic Global Advisors, LLC |
3 |
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class |
3 |
NORTHERN FUNDS - U.S. Quality ESG Fund Class I |
3 |
TAP Consulting, LLC |
3 |
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class |
3 |
Gq Asset Management, Llc |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
3 |
Beacon Pointe Wealth Advisors, Llc |
3 |
Goff John C |
3 |
Iron Financial, LLC |
3 |
Connors Investor Services Inc |
3 |
Main Street Financial Solutions, LLC |
3 |
RBA Wealth Management, LLC |
3 |
JBJ Investment Partners, LLC |
3 |
Glassy Mountain Advisors, Inc. |
3 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares |
3 |
apricus wealth, LLC |
3 |
First National Corp /ma/ /adv |
3 |
Meixler Investment Management, Ltd. |
3 |
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Inflation Protected Bond Fund Standard Class |
3 |
Dfpg Investments, Llc |
3 |
Employers Holdings, Inc. |
3 |
Shilanski & Associates, Inc. |
3 |
Tradition Asset Management Llc |
3 |
Enterprise Trust & Investment Co |
3 |
Values First Advisors, Inc. |
3 |
Anson Funds Management LP |
3 |
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I |
3 |
Patton Fund Management, Inc. |
3 |
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES |
3 |
Cooper Financial Group |
3 |
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
3 |
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A |
3 |
Stonehage Fleming Financial Services Holdings Ltd |
3 |
Bleichroeder LP |
3 |
Guggenheim Equal Weight Enhanced Equity Income Fund |
3 |
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF |
3 |
Oneamerica Funds Inc |
3 |
Deutsche High Income Trust |
3 |
Rx Funds Trust |
3 |
Delphi Private Advisors LLC |
3 |
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares |
3 |
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF |
3 |
Zevin Asset Management Llc |
3 |
Orser Capital Management, Llc |
3 |
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
3 |
Western Asset Managed High Income Fund Inc. |
3 |
BIAIX - Brown Advisory Funds - Brown Advisory Intermediate Income Fund Investor Shares |
3 |
Virtus Insight Trust |
3 |
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
3 |
Managed High Yield Plus Fund Inc |
3 |
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
3 |
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF |
3 |
HBW Advisory Services LLC |
3 |
Dean Investment Associates, Llc |
3 |
Advanced Asset Management Advisors Inc |
3 |
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
3 |
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y |
3 |
Opus Capital Group, LLC |
3 |
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF |
3 |
Huntleigh Advisors, Inc. |
3 |
Ares Multi-strategy Credit Fund, Inc. |
3 |
B. Metzler seel. Sohn & Co. Holding AG |
3 |
Alliance Wealth Advisors, LLC |
3 |
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares |
3 |
Db-x Exchange-traded Funds Inc. |
3 |
MHBNX - BMO FUNDS, INC. - BMO High Yield Bond Fund Class I |
3 |
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
3 |
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A |
3 |
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares |
3 |
Encompass Wealth Advisors, Llc |
3 |
Tru Independence Asset Management 2, Llc |
3 |
Munder Series Trust |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class |
3 |
TCF National Bank |
3 |
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
3 |
Sequent Asset Management, LLC |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class |
3 |
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
3 |
Alerus Financial Na |
3 |
Schwarz Dygos Wheeler Investment Advisors Llc |
3 |
Acuity Investment Management Inc |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class |
3 |
Charles Schwab Trust Co |
3 |
Ilmarinen Mutual Pension Insurance Co |
3 |
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares |
3 |
Carleon Capital Partners LLC |
3 |
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) |
3 |
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
3 |
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
3 |
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
3 |
Glenview Capital Management, Llc |
3 |
Park Avenue Institutional Advisers LLC |
3 |
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 |
3 |
Baron Silver Stevens Financial Advisors, Llc |
3 |
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
3 |
Andesa Financial Management Inc. |
3 |
Greylin Investment Mangement Inc |
3 |
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
3 |
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF |
3 |
RCSAX - RUSSELL INVESTMENT CO - Commodity Strategies Fund Class A |
3 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial |
3 |
Worldquant Millennium Advisors Llc |
3 |
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class |
3 |
Horizons Etf Trust I |
3 |
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF |
3 |
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
3 |
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
3 |
Securian Funds Trust - SFT Index 500 Fund Class 1 |
3 |
Gleason Group, Inc. |
3 |
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A |
3 |
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
3 |
Cyrus J. Lawrence, LLC |
3 |
Baxter Bros Inc |
3 |
Redpoint Investment Management Pty Ltd |
3 |
First Commonwealth Financial Corp /pa/ |
3 |
10-15 Associates, Inc. |
3 |
Markston International Llc |
3 |
Counsel Portfolio Services Inc. |
3 |
BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares |
3 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2030 |
3 |
Altavista Wealth Management, Inc. |
3 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
3 |
JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I |
3 |
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) |
3 |
Maple-Brown Abbott Ltd |
3 |
Abbrea Capital, LLC |
3 |
Claar Advisors LLC |
3 |
Tesuji Partners, LLC |
3 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
3 |
Rollins Financial |
3 |
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 |
3 |
Foresight Capital Management Advisors, Inc. |
3 |
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A |
3 |
Empirical Asset Management, LLC |
3 |
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF |
3 |
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
3 |
SYM FINANCIAL Corp |
3 |
Altium Wealth Management LLC |
3 |
Legacy Financial Strategies, LLC |
3 |
Stuyvesant Capital Management |
3 |
Forester Capital Management, LTD |
3 |
FLDKX - FIRST INVESTORS INCOME FUNDS - First Investors Limited Duration Bond Fund Class A |
3 |
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
3 |
Braun-Bostich & Associates Inc. |
3 |
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund |
3 |
SBBIX - Schroder Series Trust - Schroder Total Return Fixed Income Fund - Investor Class |
3 |
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
3 |
TRIGX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Value Equity Fund |
3 |
Commons Capital, Llc |
3 |
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
3 |
Fund Management at Engine No. 1 LLC |
3 |
Worth Asset Management, LLC |
3 |
Mechanics Financial Corp |
3 |
Hamilton Capital, LLC |
3 |
LMCLX - Trust for Advised Portfolios - Miller Income Fund Class I |
3 |
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF |
3 |
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A |
3 |
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
3 |
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
3 |
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
3 |
Ellenbecker Investment Group |
3 |
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
3 |
Columbia Partners L L C Investment Management |
3 |
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
3 |
Spectrum Financial Alliance Ltd LLC |
3 |
Angeles Wealth Management, Llc |
3 |
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
3 |
Domani Wealth, LLC |
3 |
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) |
3 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
3 |
Bernard Wealth Management Corp. |
3 |
Ceredex Value Advisors LLC |
3 |
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional |
3 |
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
3 |
AlphaOne Investment Services, LLC |
3 |
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
3 |
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
3 |
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
3 |
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF |
3 |
Quantum Private Wealth, LLC |
3 |
SFE Investment Counsel |
3 |
Somerset Trust Co |
3 |
GRSIX - Brookfield Investment Funds - BROOKFIELD GLOBAL RENEWABLES & SUSTAINABLE INFRASTRUCTURE FUND Class I |
3 |
Crestline Management, LP |
3 |
PACIFIC SELECT FUND - Currency Strategies Portfolio CLASS I |
3 |
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF |
3 |
FMDTX - Franklin Tax Free Trust - Franklin Maryland Tax-free Income Fund Class A1 |
3 |
First Trust Dynamic Europe Equity Income Fund |
3 |
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund |
3 |
FACBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series C |
3 |
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF |
3 |
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
3 |
Deutsche Global High Income Fund, Inc. |
3 |
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
3 |
Clough Global Opportunities Fund |
3 |
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
3 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service |
3 |
Lloyds Banking Group plc |
3 |
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional |
3 |
Augustine Asset Management Inc |
3 |
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class |
3 |
Victory Variable Insurance Funds II - Victory Pioneer Strategic Income VCT Portfolio Class II |
3 |
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
3 |
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A |
3 |
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
3 |
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
3 |
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf |
3 |
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
3 |
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional |
3 |
Founders Financial Securities Llc |
3 |
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
3 |
Cape Cod Five Cents Savings Bank |
3 |
PIMCO FUNDS - PIMCO Low Duration Portfolio |
3 |
Systematic Alpha Investments, LLC |
3 |
Piscataqua Savings Bank |
3 |
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares |
3 |
Shay Capital LLC |
3 |
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF |
3 |
Whitebox Advisors Llc |
3 |
Granby Capital Management, LLC |
3 |
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A |
3 |
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
3 |
Putnam Global Utilities Fund |
3 |
Syntax Advisors, Llc |
3 |
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
3 |
Palisade Asset Management, LLC |
3 |
IPG Investment Advisors LLC |
3 |
Cornell Pochily Investment Advisors, Inc. |
3 |
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF |
3 |
VCRAX - Voya MUTUAL FUNDS - Voya CBRE Global Infrastructure Fund Class A |
3 |
Uncommon Cents Investing LLC |
3 |
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
3 |
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares |
3 |
North Star Asset Management Inc |
3 |
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
3 |
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
3 |
Amica Pension Fund Board Of Trustees |
3 |
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
3 |
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
3 |
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
3 |
Amica Retiree Medical Trust |
3 |
Lucus Advisors Llc |
3 |
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
3 |
Voya Asia Pacific High Dividend Equity Income Fund |
3 |
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A |
3 |
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
3 |
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
3 |
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
3 |
Stonebridge Capital Management Inc |
3 |
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
3 |
DBEU - DBX ETF TRUST - Xtrackers MSCI Europe Hedged Equity ETF |
3 |
Davidson & Garrard Inc |
3 |
Lowe Brockenbrough & Co Inc |
3 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
3 |
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF |
3 |
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional |
3 |
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
3 |
Covington Investment Advisors Inc. |
3 |
Mfs Government Markets Income Trust |
3 |
Tufton Capital Management |
3 |
Susquehanna Trust & Investment Co |
3 |
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class |
3 |
Vanguard Horizon Funds |
3 |
Columbus Macro, LLC |
3 |
Resolution Capital Ltd |
3 |
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
3 |
Clough Global Dividend & Income Fund |
3 |
PRRIX - PIMCO FUNDS - PIMCO Real Return Fund Institutional |
3 |
Capital Investment Counsel, Inc |
3 |
PENN SERIES FUNDS INC - Index 500 Fund |
3 |
GDS Wealth Management |
3 |
Bearing Point Capital, Llc |
3 |
Inverness Investment Group, LLC |
3 |
Hyman Charles D |
3 |
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF |
3 |
Lederer & Associates Investment Counsel/ca |
3 |
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF |
3 |
PENN SERIES FUNDS INC - Developed International Index Fund |
3 |
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
3 |
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
3 |
Guardian Variable Products Trust - Guardian Equity Income VIP Fund |
3 |
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
3 |
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF |
3 |
Carlyle Group Inc. |
3 |
William Blair Investment Management, Llc |
3 |
Clough Global Equity Fund |
3 |
T. Rowe Price Investment Management, Inc. |
3 |
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I |
3 |
USAdvisors Wealth Management, LLC |
3 |
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional |
3 |
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
3 |
VCULX - VALIC Co I - Growth Fund |
3 |
Coho Partners, Ltd. |
3 |
Papamarkou Wellner Asset Management inc. |
3 |
Ritter Daniher Financial Advisory LLC / DE |
3 |
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF |
3 |
VCSLX - VALIC Co I - Small Cap Index Fund |
3 |
Better Money Decisions, LLC |
3 |
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB |
3 |
VSTIX - VALIC Co I - Stock Index Fund |
3 |
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF |
3 |
Grayhawk Investment Strategies Inc. |
3 |
FSM Wealth Advisors, LLC |
3 |
Greatmark Investment Partners, Inc. |
3 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
3 |
Capitolis Advisors LLC |
3 |
Quantum Financial Advisors, LLC |
3 |
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF |
3 |
Trust Investment Advisors |
3 |
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF |
3 |
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ |
3 |
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
3 |
APBAX - Cavanal Hill Funds - Active Core Fund Investor |
3 |
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
3 |
Global Assets Advisory, LLC |
3 |
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class |
3 |
Buckingham Capital Management, Inc. |
3 |
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares |
3 |
Mufg Securities Americas Inc. |
3 |
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
3 |
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
3 |
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
3 |
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
3 |
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
3 |
SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
3 |
Gargoyle Investment Advisor L.L.C. |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
3 |
Oarsman Capital, Inc. |
3 |
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus |
3 |
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
3 |
DSAM Partners (London) Ltd |
3 |
BBT Capital Management, LLC |
3 |
Callan Capital, LLC |
3 |
Mizuho Asset Management Co.,Ltd. |
3 |
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF |
3 |
Camden National Corp |
3 |
PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund |
3 |
RiverFront Investment Group, LLC |
3 |
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
3 |
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund |
3 |
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class |
3 |
Signator Financial Services, Inc. |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
3 |
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF |
3 |
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF |
3 |
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF |
3 |
MRGR - PROSHARES TRUST - ProShares Merger ETF |
3 |
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class |
3 |
Strategic Investment Management, Llc |
3 |
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class |
3 |
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class |
3 |
SSEMX - SSGA FUNDS - State Street Defensive Emerging Markets Equity Fund Class N |
3 |
Lester Murray Antman dba SimplyRich |
3 |
Greenwood Capital Associates Llc |
3 |
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund |
3 |
MCBKX - MFS SERIES TRUST XII - MFS Core Bond Fund R4 |
3 |
PGIJX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Short Duration Multi-Sector Bond Fund C |
3 |
EWG Elevate Inc. |
3 |
Trust & Fiduciary Management Services Inc |
3 |
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
3 |
GeoSphere Capital Management |
3 |
Scoggin Management Lp |
3 |
JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
3 |
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
3 |
Ballew Advisors, Inc |
3 |
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
3 |
WSBAX - WILMINGTON FUNDS - Wilmington Short-Term Bond Fund Class A Shares |
3 |
ZEGA Investments, LLC |
3 |
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
3 |
SageGuard Financial Group, LLC |
3 |
PENN SERIES FUNDS INC - Limited Maturity Bond Fund |
3 |
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
3 |
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class |
3 |
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF |
3 |
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
3 |
Price Wealth Management, Inc. |
3 |
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
3 |
CT Financial Advisors LLC |
3 |
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II |
3 |
Centre Asset Management, LLC |
3 |
Townsend & Associates, Inc |
3 |
SHP ETF Trust - NEOS S&P 500(R) High Income ETF |
3 |
Wood Investment Counsel LLC |
3 |
Czech National Bank |
3 |
Hudson Capital Management LLC |
3 |
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF |
3 |
Wilmington Trust Co |
3 |
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
3 |
Dakota Community Bank & Trust NA |
3 |
Nexus Investment Management ULC |
3 |
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
3 |
BTC Capital Management, Inc. |
3 |
ACVF - ETF Opportunities Trust - American Conservative Values ETF |
3 |
West Oak Capital, LLC |
3 |
Duquesne Family Office LLC |
3 |
OneAscent Investment Solutions LLC |
3 |
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class |
3 |
Praesidis Advisors LLC |
3 |
Oak Harvest Investment Services |
3 |
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
3 |
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF |
3 |
Exxonmobil Investment Management Inc /tx |
3 |
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
3 |
Burns J W & Co Inc/ny |
3 |
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class |
3 |
Franklin Templeton International Trust |
3 |
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF |
3 |
Sawyer & Company, Inc |
3 |
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
3 |
NOLCX - Northern Funds - Northern Large Cap Core Fund |
3 |
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
3 |
Oak Point Wealth Management |
3 |
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF |
3 |
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
3 |
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB |
3 |
Meristem Family Wealth, LLC |
3 |
Legacy Private Trust Co. |
3 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
3 |
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF |
3 |
Banced Corp |
3 |
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
3 |
PACIFIC SELECT FUND - Equity Index Portfolio Class I |
3 |
Long Focus Capital Management, Llc |
3 |
Newman Dignan & Sheerar, Inc. |
3 |
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
3 |
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF |
3 |
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF |
3 |
BSJL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 High Yield Corporate Bond ETF |
3 |
St. Johns Investment Management Company, LLC |
3 |
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
3 |
Investment Management Of Virginia Llc |
3 |
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF |
3 |
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
3 |
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
3 |
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
3 |
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF |
3 |
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
3 |
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
3 |
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF |
3 |
STRV - EA Series Trust - Strive 500 ETF |
3 |
Budros, Ruhlin & Roe, Inc. |
3 |
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
3 |
Winthrop Advisory Group LLC |
3 |
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF |
3 |
Franklin Street Advisors Inc /nc |
3 |
PACIFIC SELECT FUND - Value Advantage Portfolio Class I |
3 |
GHII - Invesco Exchange-Traded Fund Trust II - Invesco S&P High Income Infrastructure ETF |
3 |
Cheyne Capital Management (UK) LLP |
3 |
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
3 |
Laurel Grove Capital, LLC |
3 |
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
3 |
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares |
3 |
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
3 |
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
3 |
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
3 |
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
3 |
Amtrust Financial Services, Inc. |
3 |
General Partner, Inc. |
3 |
R.H. Dinel Investment Counsel, Inc. |
3 |
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF |
3 |
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
3 |
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I |
3 |
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF |
3 |
LexAurum Advisors, LLC |
3 |
Foundry Partners, LLC |
3 |
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A |
3 |
Goodwin Investment Advisory |
3 |
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
3 |
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
3 |
BSBAX - Northern Funds - Northern Short Bond Fund |
3 |
CQS Cayman LP |
3 |
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
3 |
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A |
3 |
Ikos Cif Ltd |
3 |
Comprehensive Money Management Services LLC |
3 |
CURCX - MAINSTAY FUNDS TRUST - MainStay Cushing Energy Income Fund Class C |
3 |
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund |
3 |
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
3 |
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
3 |
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA |
3 |
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
3 |
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
3 |
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
3 |
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 |
3 |
Waverton Investment Management Ltd |
3 |
ADPAX - BERNSTEIN SANFORD C FUND INC - Short Duration Plus Portfolio AB Short Duration Class A |
3 |
Appleton Partners Inc/ma |
3 |
R.m.sincerbeaux Capital Management Llc |
3 |
PGSLX - PRINCIPAL FUNDS, INC. - Global Sustainable Listed Infrastructure Fund Institutional Class |
3 |
AssuredPartners Investment Advisors, LLC |
3 |
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
3 |
one8zero8, LLC |
3 |
Torch Wealth Management LLC |
3 |
Cumberland Partners Ltd |
3 |
Private Advisory Group LLC |
3 |
Prentice Wealth Management LLC |
3 |
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
3 |
Tourbillon Capital Partners, L.P. |
3 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 High Yield Corporate Bond ETF |
3 |
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares |
3 |
Glaxis Capital Management, LLC |
3 |
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
3 |
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
3 |
Hayek Kallen Investment Management |
3 |
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
3 |
Hexavest Inc. |
3 |
Atlas Brown,Inc. |
3 |
Cupps Capital Management, LLC |
3 |
Ogorek Anthony Joseph /ny/ /adv |
3 |
Colorado Capital Management, Inc. |
3 |
PRSMX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Intermediate Fund |
3 |
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares |
3 |
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
3 |
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
3 |
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
3 |
WPWealth LLP |
3 |
Tlp Group Llc |
3 |
First Washington CORP |
3 |
Vollero Beach Capital Partners LLC |
3 |
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A |
3 |
Luzich Partners Llc |
3 |
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund |
3 |
Cedar Mountain Advisors, LLC |
3 |
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
3 |
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S |
3 |
Talara Capital Management, LLC |
3 |
SkyOak Wealth, LLC |
3 |
Menta Capital Llc |
3 |
Cliftonlarsonallen Wealth Advisors, Llc |
3 |
Newgate Capital Management Llc |
3 |
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A |
3 |
Icm Asset Management Inc/wa |
3 |
New England Capital Financial Advisors LLC |
3 |
TrueWealth Advisors, LLC |
3 |
Howard Wealth Management, Llc |
3 |
Abbot Financial Management, Inc. |
3 |
FourThought Financial Partners, LLC |
3 |
Wescott Financial Advisory Group, LLC |
3 |
Fort Pitt Capital Group, Llc |
3 |
Gill Capital Partners, Llc |
3 |
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A |
3 |
CPI - IndexIQ ETF Trust - IQ Real Return ETF |
3 |
Stonebridge Financial Planning Group, LLC |
3 |
Great Diamond Partners, LLC |
3 |
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS |
3 |
Capital Square, LLC |
3 |
IEYAX - IVY FUNDS - Ivy Energy Fund Class A |
3 |
Sage Capital Advisors,llc |
3 |
TGGWX - TCW FUNDS INC - TCW Enhanced Commodity Strategy Fund Class I |
3 |
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. |
3 |
New Harbor Financial Group, LLC |
3 |
Geneva Partners, LLC |
3 |
Spdr S&p 500 Etf Trust |
3 |
Papp L Roy & Associates |
3 |
Arrowgrass Capital Partners Llp |
3 |
IBCA - iSHARES TRUST - iShares iBonds Dec 2035 Term Corporate ETF |
3 |
Alhambra Investment Partners LLC |
3 |
Slate Path Capital LP |
3 |
ESL Trust Services, LLC |
3 |
Lbmc Investment Advisors, Llc |
3 |
New Hampshire Trust |
3 |
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
3 |
Argonautica Private Wealth Management, Inc |
3 |
Aperture Investors, LLC |
3 |
TCW ETF Trust - TCW High Yield Bond ETF |
3 |
Williams Randa Duncan |
3 |
One Charles Private Wealth Services, LLC |
3 |
Madison Wealth Management |
3 |
Rothschild Capital Partners, LLC |
3 |
Watson Rebecca |
3 |
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class |
3 |
Atlas Private Wealth Management |
3 |
Hobart Private Capital, LLC |
3 |
Bridgewealth Advisory Group, LLC |
3 |
Marks Group Wealth Management, Inc |
3 |
Mine & Arao Wealth Creation & Management, LLC. |
3 |
Anfield Capital Management, LLC |
3 |
Bender Robert & Associates |
3 |
Adalta Capital Management LLC |
3 |
Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund |
3 |
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
3 |
PUTNAM VARIABLE TRUST - Putnam VT Global Equity Fund Class IA Shares |
3 |
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
3 |
PMHIX - PIMCO Equity Series - PIMCO EqS Long/Short Fund Institutional Class |
3 |
Cercano Management LLC |
3 |
Siemens Fonds Invest GmbH |
3 |
Austin Private Wealth, LLC |
3 |
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
3 |
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates |
3 |
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF |
3 |
Sageworth Trust Co of South Dakota |
3 |
Harrell Investment Partners, Llc |
3 |
Keeley-Teton Advisors, LLC |
3 |
Bienville Capital Management, LLC |
3 |
Circle Wealth Management, LLC |
3 |
Matthew Goff Investment Advisor, LLC |
3 |
Keel Point Advisors, LLC |
3 |
Menard Financial Group LLC |
3 |
Aspen Grove Capital, LLC |
3 |
6 Meridian |
3 |
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class |
3 |
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF |
3 |
PYA Waltman Capital, LLC |
3 |
CI Global Investments Inc. |
3 |
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF |
3 |
Fortis Capital Management LLC |
3 |
Garda Capital Partners Lp |
3 |
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A |
3 |
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class |
3 |
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
3 |
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
3 |
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio |
3 |
Conservest Capital Advisors, Inc. |
3 |
Wisconsin Capital Management Llc |
3 |
Allstate Investment Management Co |
3 |
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 |
3 |
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I |
3 |
Monaco Asset Management SAM |
3 |
Bellevue Asset Management, Llc |
3 |
Fiduciary Planning LLC |
3 |
Stone Ridge Asset Management LLC |
3 |
Financial Freedom, LLC |
3 |
Lorber David A |
3 |
Keebeck Wealth Management, LLC |
3 |
TIG Advisors, LLC |
3 |
Integre Asset Management, LLC |
3 |
Robertson Opportunity Capital, LLC |
3 |
VPVCRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO CommodityRealReturn Strategy Portfolio Administrative |
3 |
Genesee Valley Trust Co |
3 |
Laidlaw Wealth Management LLC |
3 |
Twin Securities, Inc. |
3 |
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A |
3 |
Asset Planning Services Inc /la/ /adv |
3 |
Kamunting Street Capital Management, L.P. |
3 |
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 |
3 |
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
3 |
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C |
3 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
3 |
Capital Counsel Llc/ny |
3 |
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF |
3 |
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
3 |
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. |
3 |
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
3 |
Fortis Capital Advisors, LLC |
3 |
Readystate Asset Management Lp |
3 |
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF |
3 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
3 |
Oppenheimer Macquarie Global Infrastructure Fund |
3 |
Regis Management CO LLC |
3 |
Davis Investment Partners, LLC |
3 |
Oppenheimer Global Multi-asset Income Fund |
3 |
Freedom Wealth Alliance, Llc |
3 |
Cove Street Capital, LLC |
3 |
Aravt Global Llc |
3 |
Scoria Capital Partners LP |
3 |
Resource Management, LLC |
3 |
Kovitz Investment Group, LLC |
3 |
Quantum Capital Management |
3 |
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I |
3 |
Ensemble Capital Management, LLC |
3 |
Marathon Asset Management Lp |
3 |
VSRDX - VALIC Co I - U.S. Socially Responsible Fund |
3 |
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class |
3 |
IBMO - iSHARES TRUST - iShares iBonds Dec 2026 Term Muni Bond ETF |
3 |
Fox Point Capital Management LLC |
3 |
Danda Trouve Investment Management, Inc. |
3 |
Filbrandt Wealth Management, LLC |
3 |
Engrave Wealth Partners LLC |
3 |
Applied Finance Capital Management, LLC |
3 |
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A |
3 |
Tempus Wealth Planning, LLC |
3 |
SG Capital Management LLC |
3 |
Clearwater Capital Advisors, LLC |
3 |
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF |
3 |
SPEND LIFE WISELY FUNDS INVESTMENT TRUST - Wisdom Short Duration Income Fund Institutional Class |
3 |
Jd Capital Management Llc |
3 |
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio |
3 |
Roberts Glore & Co Inc /il/ |
3 |
Cambria Investment Management, L.P. |
3 |
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 |
3 |
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
3 |
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF |
3 |
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF |
3 |
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV |
3 |
Westshore Wealth, LLC |
3 |
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
3 |
Bryn Mawr Capital Management Inc |
3 |
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
3 |
Brookside Capital Management Llc |
3 |
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class |
3 |
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class |
3 |
PHH Investments, Ltd. |
3 |
Richards, Merrill & Peterson, Inc. |
3 |
State of New Jersey Common Pension Fund A |
3 |
Portland Investment Counsel Inc. |
3 |
Ivory Investment Management, Llc |
3 |
INCIX - James Alpha Funds Trust - James Alpha Hedged High Income Fund Class I |
3 |
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
3 |
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
3 |
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund |
3 |
Fort, L.p. |
3 |
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares |
3 |
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF |
3 |
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I |
3 |
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
3 |
Capstone Financial Group, Inc. |
3 |
Palestra Capital Management LLC |
3 |
Aris Wealth Services, Inc. |
3 |
VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative |
3 |
IFM Investors Pty Ltd |
3 |
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
3 |
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
3 |
Minot DeBlois Advisors LLC |
3 |
Wunderlich Capital Managemnt |
3 |
RGLIX - ALLIANZ FUNDS - AllianzGI Global Natural Resources Fund Institutional |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Municipal Bond Portfolio Institutional Class |
3 |
Governors Lane LP |
3 |
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional |
3 |
Breton Hill Capital Ltd. |
3 |
Carl Domino Inc |
3 |
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
3 |
Mallini Complete Financial Planning LLC |
3 |
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
3 |
Bank Julius Baer & Co. Ltd, Zurich |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
3 |
SGLSX - Blackrock Funds - Blackrock Energy & Resources Portfolio Institutional |
3 |
Alteri Wealth LLC |
3 |
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
3 |
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional |
3 |
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class |
3 |
ADPV - Series Portfolios Trust - Adaptiv Select ETF |
3 |
Castle Hook Partners LP |
3 |
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
3 |
Eisler Capital (UK) Ltd. |
3 |
Palladiem, Llc |
3 |
ADVANCED SERIES TRUST - AST Bond Portfolio 2025 |
3 |
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative |
3 |
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class |
3 |
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF |
3 |
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class |
3 |
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
3 |
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund |
3 |
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund |
3 |
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares |
3 |
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares |
3 |
Sante Capital Fund, LP |
3 |
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF |
3 |
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
3 |
AIEQ - ETF Managers Trust - AI Powered Equity ETF |
3 |
Bornite Capital Management LP |
3 |
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF |
3 |
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
3 |
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
3 |
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
3 |
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio |
3 |
Camden National Bank |
3 |
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF |
3 |
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class |
3 |
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
3 |
Globeflex Capital L P |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
3 |
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF |
3 |
PEVC - Pacer Funds Trust - Pacer PE/VC ETF |
3 |
Quest Investment Management Llc |
3 |
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
3 |
VPVRRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Real Return Portfolio Administrative |
3 |
UMNIX - LAZARD FUNDS INC - Lazard US Short Duration Fixed Income Portfolio Institutional Shares |
3 |
Dfa Investment Trust Co - The U.s. Large Cap Value Series |
3 |
STXG - EA Series Trust - Strive 1000 Growth ETF |
3 |
PMUBX - Advisors' Inner Circle Fund III - PENN MUTUAL AM STRATEGIC INCOME FUND I Shares |
3 |
Dock Street Asset Management Inc |
3 |
Gw Henssler & Associates Ltd |
3 |
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund |
3 |
PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A |
3 |
HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund |
3 |
Osborne Partners Capital Management, Llc |
3 |
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF |
3 |
Rockland Trust Co |
3 |
Capital Management Associates /ny/ |
3 |
Mount Vernon Associates Inc /md/ |
3 |
Authentikos Wealth Advisory, LLC |
3 |