VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
15 |
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
13 |
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
11 |
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
11 |
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
10 |
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
10 |
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
10 |
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
10 |
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
10 |
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
9 |
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
9 |
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
9 |
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
9 |
California Public Employees Retirement System |
8 |
UBS Group AG |
8 |
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
8 |
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
8 |
Janney Montgomery Scott LLC |
8 |
Central Pacific Bank - Trust Division |
8 |
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
8 |
Citigroup Inc |
8 |
Susquehanna International Group, Llp |
8 |
Gabelli Funds Llc |
8 |
Us Bancorp \de\ |
8 |
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
8 |
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
8 |
Fmr Llc |
8 |
Simplex Trading, Llc |
8 |
Proequities, Inc. |
8 |
Geode Capital Management, Llc |
8 |
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
8 |
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
8 |
Bank Of America Corp /de/ |
8 |
Citadel Advisors Llc |
8 |
Northwestern Mutual Wealth Management Co |
8 |
Gamco Investors, Inc. Et Al |
8 |
Ameriprise Financial Inc |
8 |
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
8 |
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
8 |
Innealta Capital, Llc |
7 |
Centiva Capital, LP |
7 |
Sterling Capital Management LLC |
7 |
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
7 |
Alliancebernstein L.p. |
7 |
Manufacturers Life Insurance Company, The |
7 |
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
7 |
Bank Of Montreal /can/ |
7 |
Parallax Volatility Advisers, L.P. |
7 |
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
7 |
Royal Bank Of Canada |
7 |
Virtu Financial LLC |
7 |
GWM Advisors LLC |
7 |
BlackRock, Inc. |
7 |
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
7 |
Panagora Asset Management Inc |
7 |
Prudential Financial Inc |
7 |
Swiss National Bank |
7 |
Jump Financial, LLC |
7 |
EverSource Wealth Advisors, LLC |
7 |
Northern Trust Corp |
7 |
American International Group, Inc. |
7 |
Two Sigma Securities, Llc |
7 |
Covestor Ltd |
7 |
Teacher Retirement System Of Texas |
7 |
Ubs Ag |
7 |
SBI Securities Co., Ltd. |
7 |
Two Sigma Advisers, Lp |
7 |
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
7 |
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
7 |
BlackRock Investment Management, LLC |
7 |
First Manhattan Co |
7 |
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
7 |
Raymond James Financial Inc |
7 |
Thrivent Financial For Lutherans |
7 |
Connor, Clark & Lunn Investment Management Ltd. |
7 |
Acadian Asset Management Llc |
7 |
Kcg Holdings, Inc. |
7 |
Group One Trading, L.p. |
7 |
Charles Schwab Investment Management Inc |
7 |
ClariVest Asset Management LLC |
7 |
Bank of New York Mellon Corp |
7 |
XTX Topco Ltd |
7 |
O'shaughnessy Asset Management, Llc |
7 |
Cwm, Llc |
7 |
Aperio Group, LLC |
7 |
Raymond James Financial Services Advisors, Inc. |
7 |
Nationwide Fund Advisors |
7 |
Renaissance Technologies Llc |
7 |
Parametric Portfolio Associates Llc |
7 |
Metropolitan Life Insurance Co/ny |
7 |
Public Employees Retirement Association Of Colorado |
7 |
Ancora Advisors, LLC |
7 |
Price T Rowe Associates Inc /md/ |
7 |
Wellington Management Group Llp |
7 |
Tower Research Capital LLC (TRC) |
7 |
New York State Common Retirement Fund |
7 |
BlackRock Advisors LLC |
7 |
Shell Asset Management Co |
7 |
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
7 |
Cutler Group LP |
7 |
BlackRock Fund Advisors |
7 |
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
7 |
California State Teachers Retirement System |
7 |
Federated Hermes, Inc. |
7 |
Strs Ohio |
7 |
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
7 |
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
7 |
Wells Fargo & Company/mn |
7 |
LMR Partners LLP |
7 |
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
7 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
7 |
Pnc Financial Services Group, Inc. |
7 |
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
7 |
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
7 |
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
7 |
Barclays Plc |
7 |
BlackRock Group LTD |
7 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
7 |
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
7 |
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
7 |
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
7 |
BlackRock Institutional Trust Company, N.A. |
7 |
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
7 |
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
7 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
7 |
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
7 |
Morgan Stanley |
7 |
Russell Investments Group, Ltd. |
7 |
DekaBank Deutsche Girozentrale |
7 |
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
7 |
Teachers Advisors, Llc |
7 |
Tiaa Cref Investment Management Llc |
7 |
Occudo Quantitative Strategies Lp |
7 |
Jpmorgan Chase & Co |
7 |
Macquarie Group Ltd |
7 |
Walleye Trading LLC |
7 |
Millennium Management Llc |
7 |
Bnp Paribas Arbitrage, Sa |
7 |
Fieldpoint Private Securities, LLC |
7 |
Dimensional Fund Advisors Lp |
7 |
Gsa Capital Partners Llp |
7 |
RidgeWorth Capital Management LLC |
7 |
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
7 |
Natixis Advisors, L.p. |
7 |
Balyasny Asset Management Llc |
7 |
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
7 |
Rhumbline Advisers |
7 |
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
7 |
Jane Street Group, Llc |
7 |
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
7 |
Ameritas Investment Partners, Inc. |
7 |
First Trust Advisors Lp |
7 |
Zacks Investment Management |
7 |
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA |
7 |
Two Sigma Investments, Lp |
7 |
Norges Bank |
7 |
Prelude Capital Management, Llc |
7 |
Advisor Group Holdings, Inc. |
7 |
Quadrant Capital Group Llc |
7 |
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
7 |
Vanguard Group Inc |
7 |
Creative Planning |
7 |
Legal & General Group Plc |
7 |
Jacobs Levy Equity Management, Inc |
7 |
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
7 |
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa |
7 |
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
7 |
Credit Suisse Ag/ |
7 |
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
7 |
State Street Corp |
7 |
Victory Capital Management Inc |
7 |
Deutsche Bank Ag\ |
7 |
Welch Group, LLC |
7 |
Oxford Asset Management Llp |
7 |
Wolverine Asset Management Llc |
7 |
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
7 |
Russell Frank Co/ |
7 |
PEAK6 Investments, L.P. |
7 |
Hrt Financial Lp |
7 |
Qube Research & Technologies Ltd |
7 |
MetLife Securities, Inc |
7 |
D. E. Shaw & Co., Inc. |
7 |
Arrowstreet Capital, Limited Partnership |
7 |
Goldman Sachs Group Inc |
7 |
Invesco Ltd. |
7 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
7 |
Squarepoint Ops LLC |
7 |
Paloma Partners Management Co |
7 |
Jefferies Group LLC |
6 |
Y-Intercept (Hong Kong) Ltd |
6 |
Principal Financial Group Inc |
6 |
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
6 |
Principal Funds Inc |
6 |
Mirae Asset Global Investments Co., Ltd. |
6 |
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
6 |
Benjamin F. Edwards & Company, Inc. |
6 |
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
6 |
D.a. Davidson & Co. |
6 |
Neuberger Berman Group LLC |
6 |
IFP Advisors, Inc |
6 |
Voya Investment Management Llc |
6 |
BlueCrest Capital Management Ltd |
6 |
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
6 |
Kestra Advisory Services, LLC |
6 |
Verition Fund Management LLC |
6 |
Stifel Financial Corp |
6 |
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
6 |
Walleye Capital LLC |
6 |
Fuller & Thaler Asset Management, Inc. |
6 |
Proficio Capital Partners LLC |
6 |
Allianz Asset Management GmbH |
6 |
Arizona State Retirement System |
6 |
Sawtooth Solutions, LLC |
6 |
Cetera Advisor Networks LLC |
6 |
WealthPLAN Partners, LLC |
6 |
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
6 |
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
6 |
Nomura Asset Management Co Ltd |
6 |
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
6 |
QS Investors, LLC |
6 |
Irish Life Investment Managers Ltd. |
6 |
1832 Asset Management L.P. |
6 |
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares |
6 |
Dynamic Technology Lab Private Ltd |
6 |
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
6 |
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A |
6 |
Gabelli Equity Series Funds Inc |
6 |
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
6 |
Bessemer Group Inc |
6 |
Winton Capital Group Ltd |
6 |
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
6 |
Ellevest, Inc. |
6 |
Quantamental Technologies LLC |
6 |
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
6 |
State Board Of Administration Of Florida Retirement System |
6 |
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
6 |
State Of Wisconsin Investment Board |
6 |
TCI Wealth Advisors, Inc. |
6 |
Amalgamated Bank |
6 |
Freestone Capital Holdings, LLC |
6 |
Ladenburg Thalmann Financial Services Inc |
6 |
Gyon Technologies Capital Management, LP |
6 |
Stratos Wealth Partners, LTD. |
6 |
Private Advisor Group, LLC |
6 |
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB |
6 |
FineMark National Bank & Trust |
6 |
Captrust Financial Advisors |
6 |
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
6 |
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
6 |
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
6 |
Public Employees Retirement System Of Ohio |
6 |
State of New Jersey Common Pension Fund D |
6 |
Meeder Asset Management Inc |
6 |
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
6 |
Boothbay Fund Management, Llc |
6 |
PDT Partners, LLC |
6 |
Lindbrook Capital, Llc |
6 |
HighPoint Advisor Group LLC |
6 |
Claraphi Advisory Network, LLC |
6 |
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
6 |
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
6 |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
6 |
Coldstream Capital Management Inc |
6 |
GAMMA Investing LLC |
6 |
Toronto Dominion Bank |
6 |
ExodusPoint Capital Management, LP |
6 |
PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
6 |
Smithfield Trust Co |
6 |
New York Life Investment Management Llc |
6 |
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
6 |
Gabelli Dividend & Income Trust |
6 |
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
6 |
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
6 |
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
6 |
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
6 |
Quest Partners LLC |
6 |
Ubs Asset Management Americas Inc |
6 |
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
6 |
Commonwealth Equity Services, Llc |
6 |
Gabelli Equity Trust Inc |
6 |
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
6 |
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
6 |
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
6 |
EBI - RBB Fund Trust - Longview Advantage ETF |
6 |
FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
6 |
Putnam Investments Llc |
6 |
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
6 |
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
6 |
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
6 |
Smartleaf Asset Management LLC |
6 |
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A |
6 |
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF |
6 |
EntryPoint Capital, LLC |
6 |
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
6 |
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
6 |
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
6 |
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
6 |
Janus Henderson Group Plc |
6 |
Los Angeles Capital Management Llc |
6 |
Pinnacle Wealth Planning Services, Inc. |
6 |
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
6 |
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
6 |
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
6 |
King Luther Capital Management Corp |
6 |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
6 |
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
6 |
Nuveen, LLC |
6 |
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
6 |
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
6 |
Vanguard Index Funds |
6 |
TD Waterhouse Canada Inc. |
6 |
Amundi |
6 |
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
6 |
Steward Partners Investment Advisory, Llc |
6 |
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) |
6 |
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
6 |
Jefferies Financial Group Inc. |
6 |
Great West Life Assurance Co /can/ |
6 |
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
6 |
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
6 |
Marshall Wace, Llp |
6 |
CIBC Private Wealth Group, LLC |
6 |
Lazard Asset Management Llc |
6 |
Larson Financial Group LLC |
6 |
Marshall Wace North America L.P. |
6 |
Guggenheim Capital Llc |
6 |
Campbell & CO Investment Adviser LLC |
6 |
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
6 |
Assenagon Asset Management S.A. |
6 |
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
6 |
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
6 |
Cigna Investments Inc /new |
6 |
Parallel Advisors, LLC |
6 |
Schroder Investment Management Group |
6 |
Berman Capital Advisors, LLC |
6 |
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
6 |
Global X Management CO LLC |
6 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
6 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
6 |
SRS Capital Advisors, Inc. |
6 |
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
6 |
Federation des caisses Desjardins du Quebec |
6 |
College Retirement Equities Fund |
6 |
Advanced Series Trust - Ast Advanced Strategies Portfolio |
6 |
Point72 (DIFC) Ltd |
6 |
Barings Llc |
6 |
Algert Global Llc |
6 |
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
6 |
True Wealth Design, LLC |
6 |
Advisors Asset Management, Inc. |
6 |
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
6 |
Hartland & Co., LLC |
6 |
Aqr Capital Management Llc |
6 |
CWM Advisors, LLC |
6 |
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
6 |
MetLife Investment Management, LLC |
6 |
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
6 |
Corebridge Financial, Inc. |
6 |
Kepos Capital LP |
6 |
MUFG Americas Holdings Corp |
6 |
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
6 |
Sherbrooke Park Advisers Llc |
6 |
SG Americas Securities, LLC |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
6 |
Wolverine Trading, Llc |
6 |
Advisor Group, Inc. |
6 |
Evercore Wealth Management, LLC |
6 |
Glassman Wealth Services |
6 |
Allworth Financial LP |
6 |
SECOR Capital Advisors, LP |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
6 |
Inceptionr Llc |
6 |
Emerald Acquisition Ltd. |
6 |
Quarry LP |
6 |
Clear Street Markets Llc |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
6 |
Alpine Global Management, LLC |
6 |
AdvisorNet Financial, Inc |
6 |
Universal- Beteiligungs- und Servicegesellschaft mbH |
6 |
Ci Investments Inc. |
6 |
Globeflex Capital L P |
6 |
Mutual Of America Capital Management Llc |
6 |
Manchester Capital Management LLC |
6 |
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
6 |
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
6 |
Creative Financial Designs Inc /adv |
6 |
United Capital Financial Advisers, Llc |
6 |
Calvert Investment Management, Inc. |
6 |
Commonwealth Bank Of Australia |
6 |
Dupont Capital Management Corp |
6 |
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
6 |
Private Wealth Asset Management, LLC |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
6 |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
6 |
Quadrature Capital Ltd |
6 |
Financial Management Professionals, Inc. |
6 |
Intech Investment Management Llc |
6 |
Axa S.a. |
6 |
Hsbc Holdings Plc |
6 |
Nisa Investment Advisors, Llc |
6 |
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
6 |
Massmutual Trust Co Fsb/adv |
6 |
GHP Investment Advisors, Inc. |
6 |
Piedmont Investment Advisors Llc |
6 |
State of Tennessee, Treasury Department |
6 |
Capital Fund Management S.a. |
6 |
Commonwealth Equity Services, Inc |
6 |
KBC Group NV |
6 |
Amalgamated Financial Corp. |
6 |
Tcwp Llc |
6 |
Fifth Third Bancorp |
6 |
Virginia Retirement Systems Et Al |
6 |
Checchi Capital Advisers, LLC |
6 |
Point72 Asset Management, L.P. |
6 |
Sei Investments Co |
6 |
Versant Capital Management, Inc |
6 |
Quantbot Technologies LP |
6 |
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
6 |
M&t Bank Corp |
6 |
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
6 |
Menta Capital Llc |
6 |
New Mexico Educational Retirement Board |
6 |
Dorsey Wright & Associates |
6 |
Suntrust Banks Inc |
6 |
Cubist Systematic Strategies, LLC |
6 |
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
6 |
Gotham Asset Management, LLC |
6 |
Rise Advisors, LLC |
6 |
Tortoise Investment Management, LLC |
6 |
Rockefeller Capital Management L.P. |
6 |
Tudor Investment Corp Et Al |
6 |
Farther Finance Advisors, LLC |
6 |
Aquatic Capital Management LLC |
6 |
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
6 |
Eaton Vance Management |
6 |
Glenmede Trust Co Na |
6 |
Blair William & Co/il |
6 |
CoreCap Advisors, LLC |
6 |
Rothschild Investment Llc |
6 |
LPL Financial LLC |
6 |
State of Wyoming |
6 |
HighTower Advisors, LLC |
6 |
Huntington National Bank |
6 |
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
6 |
Comerica Bank |
6 |
Capital Performance Advisors Llp |
6 |
Police & Firemen's Retirement System of New Jersey |
6 |
Credit Agricole S A |
6 |
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
6 |
Ellington Management Group Llc |
6 |
Regions Financial Corp |
6 |
Klp Kapitalforvaltning As |
6 |
Allspring Global Investments Holdings, LLC |
6 |
Bell Investment Advisors, Inc |
6 |
Element Capital Management Llc |
6 |
Nuveen Asset Management, LLC |
6 |
A.R.T. Advisors, LLC |
6 |
Graham Capital Management, L.P. |
6 |
Perigon Wealth Management, LLC |
6 |
IWV - iSHARES TRUST - iShares Russell 3000 ETF |
6 |
ProShare Advisors LLC |
6 |
Mycio Wealth Partners, Llc |
6 |
Alberta Investment Management Corp |
6 |
Amundi Pioneer Asset Management Inc |
6 |
Engineers Gate Manager LP |
6 |
Franklin Resources Inc |
6 |
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
6 |
Trexquant Investment LP |
6 |
Catalyst Capital Advisors LLC |
6 |
Parkside Financial Bank & Trust |
6 |
Mather Group, Llc. |
6 |
NEXT Financial Group, Inc |
6 |
Susquehanna Fundamental Investments, Llc |
6 |
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
6 |
CX Institutional |
6 |
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
6 |
Man Group plc |
6 |
American Century Companies Inc |
6 |
State Of Michigan Retirement System |
6 |
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
6 |
Trust Co Of Vermont |
6 |
Zurcher Kantonalbank (Zurich Cantonalbank) |
6 |
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
6 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
6 |
Cullen/frost Bankers, Inc. |
6 |
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
6 |
BNP Paribas Asset Management Holding S.A. |
6 |
Retirement Systems of Alabama |
6 |
MAI Capital Management |
6 |
Brevan Howard Capital Management LP |
6 |
First Quadrant L P/ca |
6 |
Mackenzie Financial Corp |
6 |
Interchange Capital Partners, LLC |
6 |
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
6 |
Acrospire Investment Management LLC |
6 |
Signaturefd, Llc |
6 |
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
6 |
Municipal Employees' Retirement System of Michigan |
6 |
New York State Teachers Retirement System |
6 |
Global Retirement Partners, LLC |
6 |
Penserra Capital Management LLC |
6 |
Wealth Enhancement Advisory Services, Llc |
6 |
Tompkins Financial Corp |
6 |
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
5 |
STXV - EA Series Trust - Strive 1000 Value ETF |
5 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
5 |
Healthcare Of Ontario Pension Plan Trust Fund |
5 |
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
5 |
STXG - EA Series Trust - Strive 1000 Growth ETF |
5 |
Keybank National Association/oh |
5 |
Twin Capital Management Inc |
5 |
Key FInancial Inc |
5 |
Oak Thistle LLC |
5 |
Segall Bryant & Hamill, Llc |
5 |
Utah Retirement Systems |
5 |
Commerce Bank |
5 |
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB |
5 |
Quaker Wealth Management, LLC |
5 |
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
5 |
Shelton Capital Management |
5 |
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
5 |
Bailard, Inc. |
5 |
Ashton Thomas Private Wealth, LLC |
5 |
Lighthouse Investment Partners, LLC |
5 |
Earnest Partners Llc |
5 |
Td Asset Management Inc |
5 |
Truist Financial Corp |
5 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
5 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
5 |
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
5 |
Cerebellum GP, LLC |
5 |
Alps Advisors Inc |
5 |
Sequoia Financial Advisors, LLC |
5 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
5 |
Bridgeway Capital Management Inc |
5 |
Belpointe Asset Management LLC |
5 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (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 |
CCMG - EA Series Trust - CCM Global Equity ETF |
5 |
B. Metzler seel. Sohn & Co. Holding AG |
5 |
Valeo Financial Advisors, LLC |
5 |
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
5 |
BRYN MAWR TRUST Co |
5 |
Lenox Wealth Advisors, LLC |
5 |
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
5 |
Csenge Advisory Group |
5 |
Skandinaviska Enskilda Banken AB (publ) |
5 |
Crossmark Global Holdings, Inc. |
5 |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
5 |
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
5 |
Bogart Wealth, LLC |
5 |
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
5 |
LS Investment Advisors, LLC |
5 |
Kayne Anderson Rudnick Investment Management Llc |
5 |
First Citizens Bank & Trust Co |
5 |
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
5 |
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
5 |
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
5 |
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
5 |
Resources Investment Advisors, LLC. |
5 |
William Blair Investment Management, Llc |
5 |
Phoenix Holdings Ltd. |
5 |
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
5 |
Symphony Asset Management Llc |
5 |
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
5 |
Brandywine Global Investment Management, LLC |
5 |
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
5 |
Veritable, L.P. |
5 |
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
5 |
Profund Advisors Llc |
5 |
Principia Wealth Advisory, LLC |
5 |
Baystate Wealth Management LLC |
5 |
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
5 |
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
5 |
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
5 |
Whittier Trust Co Of Nevada Inc |
5 |
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
5 |
Stevens Capital Management Lp |
5 |
Cookson Peirce & Co Inc |
5 |
National Bank Of Canada /fi/ |
5 |
Thurston, Springer, Miller, Herd & Titak, Inc. |
5 |
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
5 |
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
5 |
Montag A & Associates Inc |
5 |
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
5 |
Truewealth Llc |
5 |
Rehmann Capital Advisory Group |
5 |
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF |
5 |
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
5 |
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
5 |
Texas Permanent School Fund |
5 |
Patriot Financial Group Insurance Agency, LLC |
5 |
Highbridge Capital Management Llc |
5 |
Sowell Financial Services LLC |
5 |
Mason Street Advisors, Llc |
5 |
Atria Investments Llc |
5 |
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
5 |
Valley National Advisers Inc |
5 |
FourThought Financial, LLC |
5 |
SOUTH STATE Corp |
5 |
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
5 |
IndexIQ Advisors LLC |
5 |
Stone Ridge Asset Management LLC |
5 |
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
5 |
American Portfolios Advisors |
5 |
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
5 |
Whittier Trust Co |
5 |
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
5 |
Northwestern Mutual Investment Management Company, Llc |
5 |
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
5 |
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class |
5 |
Pictet Asset Management Holding SA |
5 |
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
5 |
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
5 |
Natixis |
5 |
Meadow Creek Investment Management LLC |
5 |
Interval Partners, LP |
5 |
Holocene Advisors, LP |
5 |
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
5 |
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
5 |
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
5 |
GV Financial Advisors |
5 |
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
5 |
AE Wealth Management LLC |
5 |
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
5 |
Nine Chapters Capital Management LLC |
5 |
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
5 |
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
5 |
Sound Income Strategies, LLC |
5 |
Carroll Financial Associates, Inc. |
5 |
NumerixS Investment Technologies Inc |
5 |
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
5 |
Clearbridge Investments, LLC |
5 |
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
5 |
Brown Brothers Harriman & Co |
5 |
Raymond James Trust N.a. |
5 |
Cerity Partners LLC |
5 |
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
5 |
Cromwell Holdings LLC |
5 |
Hutchin Hill Capital, LP |
5 |
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
5 |
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
5 |
Pathstone Family Office, Llc |
5 |
PineBridge Investments, L.P. |
5 |
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
5 |
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
5 |
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
5 |
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
5 |
Ontario Teachers Pension Plan Board |
5 |
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF |
5 |
Vanguard World Fund |
5 |
Eastern Bank |
5 |
Mason Street Advisors, Llc |
5 |
Teza Capital Management LLC |
5 |
Sofos Investments, Inc. |
5 |
Cipher Capital LP |
5 |
WFG Advisors, LP |
5 |
Elkfork Partners LLC |
5 |
Shapiro Robert N |
5 |
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
5 |
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
5 |
Avantax Planning Partners, Inc. |
5 |
Versor Investments LP |
5 |
Global Financial Private Client, LLC |
5 |
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
5 |
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
5 |
Cibc World Markets Corp |
5 |
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
5 |
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
5 |
Activest Wealth Management |
5 |
Millburn Ridgefield Corp |
5 |
CI Private Wealth, LLC |
5 |
Horizon Investments, LLC |
5 |
First Horizon Advisors, Inc. |
5 |
Pinnacle Financial Partners Inc |
5 |
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
5 |
Hm Payson & Co |
5 |
Exchange Traded Concepts, Llc |
5 |
JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF |
5 |
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
5 |
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
5 |
AGF Investments LLC |
5 |
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
5 |
Securian Asset Management, Inc |
5 |
Illinois Municipal Retirement Fund |
5 |
Ieq Capital, Llc |
5 |
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
5 |
Summit Trail Advisors, Llc |
5 |
International Assets Investment Management, Llc |
5 |
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
5 |
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
5 |
Etf Managers Group, Llc |
5 |
111 Capital |
5 |
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
5 |
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
5 |
Xact Kapitalforvaltning AB |
5 |
Aigen Investment Management, Lp |
5 |
Fort, L.p. |
5 |
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
5 |
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
5 |
Boston Private Bank & Trust Co |
5 |
Aviva Plc |
5 |
Polar Asset Management Partners Inc. |
5 |
Magnetar Financial LLC |
5 |
Capstone Investment Advisors, Llc |
5 |
Oppenheimer Funds Inc |
5 |
Stux Capital Management, LLC |
5 |
Dark Forest Capital Management Lp |
5 |
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
5 |
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
5 |
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
5 |
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
5 |
Private Trust Co Na |
5 |
CIBC Asset Management Inc |
5 |
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
5 |
Asset Management One Co., Ltd. |
5 |
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
5 |
Bayesian Capital Management, LP |
5 |
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
5 |
IWB - iSHARES TRUST - iShares Russell 1000 ETF |
5 |
Maryland State Retirement & Pension System |
5 |
West Tower Group, LLC |
5 |
Fortitude Family Office, LLC |
5 |
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
5 |
AMP Capital Investors Ltd |
5 |
Contravisory Investment Management, Inc. |
5 |
Brookfield Asset Management Inc. |
5 |
Mariner, LLC |
5 |
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
5 |
Driehaus Capital Management Llc |
5 |
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
5 |
Voloridge Investment Management, Llc |
5 |
We Are One Seven, LLC |
5 |
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
5 |
Invictus RG |
5 |
LGT Financial Advisors LLC |
5 |
Gemmer Asset Management LLC |
5 |
Everence Capital Management Inc |
5 |
Headlands Technologies LLC |
5 |
Eagle Bay Advisors LLC |
5 |
Invictus RG Pte. Ltd. |
5 |
Park Place Capital Corp |
5 |
ISAM Funds (UK) Ltd |
5 |
Farmers & Merchants Investments Inc |
5 |
Capital Asset Advisory Services LLC |
5 |
Nomura Holdings Inc |
5 |
Societe Generale |
5 |
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio |
5 |
Chevy Chase Trust Holdings, Inc. |
5 |
Sei Trust Co |
5 |
Financial Architects, Inc |
5 |
Tfs Capital Llc |
5 |
RHJ International SA |
5 |
Convergence Investment Partners, LLC |
5 |
Mv Capital Management, Inc. |
5 |
Seacrest Wealth Management, Llc |
5 |
WPG Advisers, LLC |
5 |
Airain ltd |
5 |
Managed Account Advisors Llc |
5 |
RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
5 |
Foundry Partners, LLC |
5 |
Axq Capital, Lp |
5 |
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
5 |
Pacer Advisors, Inc. |
5 |
Qsemble Capital Management, LP |
5 |
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
5 |
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
5 |
Greenline Partners, LLC |
5 |
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
5 |
Mount Yale Investment Advisors, LLC |
5 |
General Motors Investment Management Corp |
5 |
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
5 |
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
5 |
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
5 |
Grantham, Mayo, Van Otterloo & Co. LLC |
5 |
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
5 |
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
5 |
Alyeska Investment Group, L.P. |
5 |
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
5 |
Lord, Abbett & Co. Llc |
5 |
Private Capital Group, LLC |
5 |
Stephens Consulting, LLC |
5 |
Commerzbank Aktiengesellschaft /fi |
5 |
Hemington Wealth Management |
5 |
Parametrica Management Ltd |
5 |
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
5 |
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
5 |
Freestone Grove Partners LP |
5 |
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
5 |
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
5 |
Parkworth Wealth Management, Inc. |
5 |
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
5 |
GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
5 |
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
5 |
Colonial Trust Co / SC |
5 |
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
5 |
Eagle Asset Management Inc |
5 |
Sanctuary Advisors, LLC |
5 |
Rockefeller Financial Services Inc |
5 |
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
5 |
Deprince Race & Zollo Inc |
5 |
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
5 |
Nachman Norwood & Parrott, Inc |
5 |
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
5 |
Rational Advisors Llc |
5 |
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
5 |
Old Mission Capital Llc |
5 |
Timber Hill LLC |
5 |
Twin Peaks Wealth Advisors, LLC |
5 |
ETRADE Capital Management LLC |
5 |
Rialto Wealth Management, LLC |
5 |
Tfo-tdc, Llc |
5 |
SAC Capital Advisors LP |
5 |
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
5 |
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
5 |
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
5 |
VTL Associates, LLC |
5 |
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
5 |
Old Mutual Customised Solutions (proprietary) Ltd |
5 |
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
5 |
Savant Capital, LLC |
5 |
Wealthspire Advisors, L.P. |
5 |
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
5 |
BNP Paribas Investment Partners S.A. |
5 |
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
5 |
Caisse De Depot Et Placement Du Quebec |
5 |
Vantage Consulting Group Inc |
5 |
Bank Of Nova Scotia |
5 |
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
5 |
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
5 |
Geneos Wealth Management Inc. |
5 |
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
5 |
Money Concepts Capital Corp |
5 |
Ronald Blue Trust, Inc. |
5 |
MUFG Securities EMEA plc |
5 |
Assured Investment Management LLC |
5 |
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
5 |
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
5 |
Varma Mutual Pension Insurance Co |
5 |
Johnson Investment Counsel Inc |
5 |
Van Eck Associates Corp |
5 |
EP Wealth Advisors, Inc. |
5 |
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
5 |
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
5 |
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares |
5 |
Nfj Investment Group, Llc |
5 |
Hantz Financial Services, Inc. |
5 |
DAACX - Adviser Managed Trust - Diversified Equity Fund |
5 |
Mitsubishi UFJ Trust & Banking Corp |
5 |
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
5 |
First Hawaiian Bank |
5 |
Cambridge Investment Research Advisors, Inc. |
5 |
HFM Investment Advisors, LLC |
5 |
Silvercrest Asset Management Group Llc |
5 |
Moneta Group Investment Advisors Llc |
5 |
Boston Private Wealth Llc |
5 |
First Republic Investment Management, Inc. |
5 |
FIL Ltd |
5 |
Loomis Sayles & Co L P |
5 |
Clinton Group Inc |
5 |
Citizens Financial Group Inc/ri |
5 |
Quantitative Systematic Strategies LLC |
5 |
GW&K Investment Management, LLC |
5 |
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
5 |
Riverhead Capital Management Llc |
5 |
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
5 |
Handelsbanken Fonder AB |
5 |
Caitong International Asset Management Co., Ltd |
5 |
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
5 |
AHL Partners LLP |
5 |
Sit Investment Associates Inc |
5 |
First Mercantile Trust Co |
5 |
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
5 |
Aster Capital Management (DIFC) Ltd |
5 |
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
5 |
Enterprise Financial Services Corp |
5 |
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
5 |
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
5 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
5 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
5 |
United Services Automobile Association |
5 |
Independent Portfolio Consultants, Inc. |
5 |
USA Financial Portformulas Corp |
5 |
CENTRAL TRUST Co |
5 |
Employees Retirement System of Texas |
5 |
Moody National Bank Trust Division |
5 |
Washington Trust Bank |
5 |
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
5 |
Pictet Asset Management Sa |
5 |
Fox Run Management, L.l.c. |
5 |
Nuance Investments, Llc |
5 |
Louisiana State Employees Retirement System |
5 |
Harbour Investments, Inc. |
5 |
NatWest Group plc |
5 |
Guardian Wealth Advisors, LLC |
5 |
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
5 |
Spire Wealth Management |
5 |
Canada Pension Plan Investment Board |
5 |
Thompson Davis & Co., Inc. |
5 |
First Personal Financial Services |
5 |
Waddell & Reed Financial Inc |
5 |
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
5 |
Brinker Capital Investments, LLC |
5 |
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
5 |
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
5 |
OMERS ADMINISTRATION Corp |
5 |
Mml Investors Services, Llc |
5 |
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
5 |
Bridgewater Associates, LP |
5 |
Itau Unibanco Holding S.A. |
5 |
Gulf International Bank (UK) Ltd |
5 |
Princeton Alpha Management LP |
5 |
VCGAX - VALIC Co I - Growth & Income Fund |
5 |
Venturi Wealth Management, LLC |
5 |
Baird Financial Group, Inc. |
5 |
Bokf, Na |
5 |
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
5 |
World Asset Management Inc |
5 |
Cetera Investment Advisers |
5 |
Daiwa Securities Group Inc. |
5 |
Quent Capital, LLC |
5 |
Weiss Multi-Strategy Advisers LLC |
5 |
Point72 Hong Kong Ltd |
5 |
Sciencast Management LP |
5 |
Vontobel Holding Ltd. |
5 |
Baker Avenue Asset Management, LP |
5 |
City Holding Co |
5 |
Winslow, Evans & Crocker, Inc. |
5 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
5 |
Humankind Benefit Corp - Humankind US Stock ETF |
5 |
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
5 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
5 |
Raleigh Capital Management Inc. |
5 |
Levin Capital Strategies, L.p. |
5 |
Oregon Public Employees Retirement Fund |
5 |
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
5 |
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
5 |
Gateway Investment Advisers Llc |
5 |
WR Wealth Planners, LLC |
5 |
Delta Asset Management Llc/tn |
5 |
Yorktown Management & Research Co Inc |
5 |
Snowden Capital Advisors LLC |
5 |
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
5 |
Bartlett & Co. LLC |
5 |
Plante Moran Financial Advisors, LLC |
5 |
MQS Management LLC |
5 |
DAVENPORT & Co LLC |
5 |
Cornerstone Advisors, Inc. |
5 |
CSat Investment Advisory, L.P. |
5 |
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
5 |
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
5 |
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
5 |
Ensign Peak Advisors, Inc |
5 |
BI Asset Management Fondsmaeglerselskab A/S |
5 |
Mirabella Financial Services Llp |
5 |
Cary Street Partner Investment Advisory Llc |
5 |
Xponance, Inc. |
5 |
CVA Family Office, LLC |
5 |
Twinbeech Capital Lp |
5 |
Archer Investment Corp |
5 |
Winton Capital Management Ltd |
5 |
Advisory Services Network, LLC |
5 |
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
5 |
Impax Asset Management Group plc |
5 |
Hexagon Capital Partners LLC |
5 |
Capital Guardian Trust Co |
5 |
Castleark Management Llc |
5 |
CenterStar Fund, LLC |
5 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
5 |
Umb Bank N A/mo |
5 |
Diversified Trust Co |
5 |
SJS Investment Consulting Inc. |
5 |
Meridian Wealth Partners, LLC |
5 |
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
5 |
Crestline Management, LP |
5 |
Wiley Bros.-aintree Capital, Llc |
5 |
Covington Capital Management |
5 |
Capital Advisors, Ltd. LLC |
5 |
Lecap Asset Management Ltd |
5 |
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
5 |
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
5 |
Bridgefront Capital, LLC |
5 |
Pearl River Capital, LLC |
5 |
Cinctive Capital Management LP |
5 |
Winton Diversified Opportunities Fund |
5 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
5 |
Howe & Rusling Inc |
5 |
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
5 |
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
5 |
Alphacrest Capital Management Llc |
5 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
5 |
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
5 |
Riverview Trust Co |
5 |
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
5 |
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
5 |
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
5 |
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A |
5 |
Chicago Equity Partners Llc |
5 |
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
5 |
Blueshift Asset Management, LLC |
5 |
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
5 |
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
5 |
Duality Advisers, Lp |
5 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
5 |
Jfs Wealth Advisors, Llc |
5 |
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
5 |
Enlightenment Research, LLC |
5 |
APG Asset Management N.V. |
5 |
Zions Bancorporation, N.A. |
5 |
Ameritas Investment Corp |
5 |
Raymond James & Associates |
5 |
Avantax Advisory Services, Inc. |
5 |
Gideon Capital Advisors, Inc. |
5 |
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
5 |
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
5 |
Candriam Luxembourg S.C.A. |
5 |
Ledyard National Bank |
5 |
Janus Capital Management Llc |
5 |
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
5 |
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
5 |
Orion Portfolio Solutions, LLC |
5 |
Weld Capital Management Llc |
5 |
Neo Ivy Capital Management |
5 |
Bay Harbor Wealth Management, LLC |
5 |
FDx Advisors, Inc. |
5 |
Northern Trust Co Of Connecticut |
5 |
Ossiam |
5 |
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
5 |
Mackay Shields Llc |
5 |
Profunds - Profund Vp Industrials |
5 |
Schonfeld Strategic Advisors LLC |
5 |
DiNuzzo Private Wealth, Inc. |
5 |
Quantinno Capital Management LP |
5 |
Cresset Asset Management, LLC |
5 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
5 |
Bare Financial Services, Inc |
5 |
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
5 |
Atom Investors LP |
5 |
Oakbrook Investments Llc |
5 |
Symphony Financial, Ltd. Co. |
5 |
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
5 |
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
5 |
Cassady Schiller Wealth Management, LLC |
5 |
Principal Securities, Inc. |
5 |
Massachusetts Financial Services Co /ma/ |
5 |
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
5 |
Sutton Wealth Advisors Inc. |
5 |
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
5 |
Toroso Investments, LLC |
5 |
Private Wealth Management Group, LLC |
5 |
JustInvest LLC |
5 |
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
5 |
Nuveen Core Equity Alpha Fund |
5 |
Spot Trading L.L.C |
5 |
Erste Asset Management GmbH |
5 |
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
5 |
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
5 |
Wealthfront Advisers Llc |
5 |
Claro Advisors LLC |
5 |
PEAK6 Investments LLC |
5 |
Ethic Inc. |
5 |
Nordea Investment Management Ab |
5 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
5 |
Jones Financial Companies Lllp |
5 |
Fisher Asset Management, LLC |
5 |
Quest Capital Management Inc /adv |
5 |
MML Series Investment Fund II - MML Equity Rotation Fund Class II |
5 |
Quantitative Investment Management, LLC |
5 |
GAM Holding AG |
5 |
Robeco Institutional Asset Management B.V. |
5 |
Bb&t Securities, Llc |
5 |
Woodline Partners LP |
5 |
Sachetta, LLC |
5 |
National Asset Management, Inc. |
5 |
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
5 |
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
5 |
Nebula Research & Development LLC |
5 |
Ing Groep Nv |
5 |
Legacy Financial Advisors, Inc. |
5 |
Adage Capital Partners Gp, L.l.c. |
5 |
Gabelli Global Small & Mid Cap Value Trust |
5 |
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
5 |
Disciplined Investments, LLC |
5 |
Treasurer of the State of North Carolina |
5 |
Machina Capital S.a.s. |
5 |
Meiji Yasuda Asset Management Co Ltd. |
5 |
Visium Asset Management, LP |
5 |
Edgestream Partners, L.P. |
5 |
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
5 |
Pictet Asset Management Ltd |
5 |
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
5 |
Annis Gardner Whiting Capital Advisors, LLC |
5 |
Mercer Global Advisors Inc /adv |
5 |
Prestige Wealth Management Group LLC |
5 |
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
5 |
State of Alaska, Department of Revenue |
5 |
Vident Investment Advisory, LLC |
5 |
Vigilant Capital Management, LLC |
5 |
FORA Capital, LLC |
5 |
UXI - PROSHARES TRUST - ProShares Ultra Industrials |
5 |
Assetmark, Inc |
5 |
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
5 |
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
5 |
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A |
5 |
Wealthfront Inc |
5 |
Janney Capital Management LLC |
5 |
Golden State Wealth Management, LLC |
5 |
Liberty Mutual Group Asset Management Inc. |
5 |
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
5 |
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
5 |
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
5 |
NewSquare Capital LLC |
5 |
Cordant, Inc. |
5 |
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
5 |
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
5 |
Crewe Advisors LLC |
5 |
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class |
5 |
Skopos Labs, Inc. |
5 |
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
5 |
Capstone Asset Management Co |
5 |
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class |
5 |
Public Sector Pension Investment Board |
5 |
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
5 |
GeoWealth Management, LLC |
5 |
Steward Financial Group LLC |
5 |
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
5 |
Yousif Capital Management, Llc |
5 |
Jade Capital Advisors, LLC |
5 |
Santa Fe Partners LLC |
5 |
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
5 |
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund |
5 |
Chicago Partners Investment Group LLC |
5 |
Tarbox Family Office, Inc. |
5 |
New Age Alpha Advisors, LLC |
5 |
R Squared Ltd |
5 |
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
5 |
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
5 |
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
5 |
Gradient Investments LLC |
5 |
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
5 |
Bartlett & Co. Wealth Management Llc |
5 |
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
5 |
Seven Eight Capital, Lp |
5 |
Avion Wealth |
5 |
Teachers Retirement System Of The State Of Kentucky |
5 |
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
5 |
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF |
5 |
Ashton Thomas Securities, Llc |
5 |
Agf Investments Inc. |
5 |
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
5 |
Evoke Wealth, Llc |
5 |
Tlp Group Llc |
5 |
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
5 |
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
5 |
Vestcor Inc |
5 |
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
5 |
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
5 |
Pathstone Holdings, LLC |
5 |
Twin Tree Management, LP |
5 |
Colony Group, LLC |
5 |
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
5 |
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
5 |
Entropy Technologies, LP |
5 |
Jennison Associates Llc |
5 |
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
5 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
5 |
Hughes Financial Services, LLC |
5 |
Stephens Inc /ar/ |
5 |
Claris Advisors, Llc / Mo / |
5 |
Tocqueville Asset Management L.p. |
5 |
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
5 |
nVerses Capital, LLC |
5 |
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
5 |
Petrus Trust Company, LTA |
5 |
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
5 |
Brown Advisory Inc |
5 |
Wipfli Financial Advisors Llc, |
5 |
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
5 |
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
5 |
Synovus Financial Corp |
5 |
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
5 |
Schubert & Co |
5 |
Royce & Associates Lp |
5 |
Laurion Capital Management LP |
5 |
Keebeck Alpha, LP |
5 |
Inspire Advisors, LLC |
5 |
Envestnet Asset Management Inc |
5 |
Aaron Wealth Advisors LLC |
5 |
IBM Retirement Fund |
5 |
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF |
5 |
American Capital Advisory, LLC |
5 |
Parisi Gray Wealth Management |
5 |
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
5 |
Karp Capital Management Corp |
5 |
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
5 |
Caxton Associates Lp |
5 |
V-Square Quantitative Management LLC |
5 |
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
5 |
Greenleaf Trust |
5 |
Oppenheimer Asset Management Inc. |
5 |
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
4 |
NOSGX - Northern Funds - Northern Small Cap Value Fund |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
4 |
Fiduciary Trust Co |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
4 |
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
4 |
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A |
4 |
CGAFX - CALVERT IMPACT FUND INC - Calvert Green Bond Fund Class A |
4 |
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
4 |
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
4 |
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
4 |
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
4 |
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
4 |
Sheets Smith Wealth Management |
4 |
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
4 |
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF |
4 |
Independence Bank of Kentucky |
4 |
Trustcore Financial Services, Llc |
4 |
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
4 |
Financial Gravity Companies, Inc. |
4 |
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
4 |
Gts Securities Llc |
4 |
Merit Financial Group, LLC |
4 |
Athanor Capital, Lp |
4 |
Nissay Asset Management Corp /japan/ /adv |
4 |
Financial Advocates Investment Management |
4 |
Robeco Schweiz AG |
4 |
Wealthcare Capital Management Llc |
4 |
Avestar Capital, LLC |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
4 |
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class |
4 |
C M Bidwell & Associates Ltd |
4 |
Centerpoint Advisors, LLC |
4 |
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
4 |
Strategic Wealth Partners, Ltd. |
4 |
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
4 |
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
4 |
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
4 |
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
4 |
Ceredex Value Advisors LLC |
4 |
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
4 |
Altshuler Shaham Ltd |
4 |
Krane Funds Advisors LLC |
4 |
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
4 |
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
4 |
Weiss Strategic Interval Fund |
4 |
FNY Investment Advisers, LLC |
4 |
Unigestion Holding SA |
4 |
Impact Partnership Wealth, LLC |
4 |
SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
4 |
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
4 |
Worldquant Millennium Advisors Llc |
4 |
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
4 |
AIA Group Ltd |
4 |
Westwood Holdings Group Inc |
4 |
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
4 |
Beacon Pointe Advisors, LLC |
4 |
EULAV Asset Management |
4 |
Alphagen Securities Llc |
4 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
4 |
FinTrust Capital Advisors, LLC |
4 |
Mountain Pacific Investment Advisers Inc/id |
4 |
Townsquare Capital Llc |
4 |
Apollon Wealth Management, LLC |
4 |
HHM Wealth Advisors, LLC |
4 |
Magnus Financial Group LLC |
4 |
La Banque Postale Asset Management SA |
4 |
Alera Investment Advisors, LLC |
4 |
Ostrum Asset Management |
4 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
4 |
Bogle Investment Management L P /de/ |
4 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
4 |
Meiji Yasuda Life Insurance Co |
4 |
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
4 |
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
4 |
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
4 |
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
4 |
Kore Private Wealth LLC |
4 |
Aegon Asset Management Uk Plc |
4 |
RMB Capital Management, LLC |
4 |
Coastal Investment Advisors, Inc. |
4 |
Fifth Third Wealth Advisors LLC |
4 |
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
4 |
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class |
4 |
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
4 |
OneAscent Financial Services LLC |
4 |
Vantagepoint Funds |
4 |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
4 |
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
4 |
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A |
4 |
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
4 |
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
4 |
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
4 |
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
4 |
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
4 |
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
4 |
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA |
4 |
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF |
4 |
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
4 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
4 |
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
4 |
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
4 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
4 |
Arcadia Investment Management Corp/mi |
4 |
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
4 |
NOBOX - Northern Funds - Northern Bond Index Fund |
4 |
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
4 |
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
4 |
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class |
4 |
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
4 |
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
4 |
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
4 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
4 |
Callan Family Office, LLC |
4 |
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
4 |
Zeke Capital Advisors, Llc |
4 |
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
4 |
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
4 |
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
4 |
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
4 |
Point72 Middle East FZE |
4 |
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
4 |
Prospera Financial Services Inc |
4 |
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A |
4 |
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
4 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
4 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
4 |
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class |
4 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
4 |
SageView Advisory Group, LLC |
4 |
Edmond De Rothschild Holding S.a. |
4 |
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
4 |
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
4 |
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
4 |
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
4 |
Meeder Advisory Services, Inc. |
4 |
Lansforsakringar Fondforvaltning AB (publ) |
4 |
Cornerstone Planning Group LLC |
4 |
Sun Life Financial Inc |
4 |
Reilly Financial Advisors, Llc |
4 |
Kula Investments, LLC |
4 |
South Dakota Investment Council |
4 |
San Francisco Sentry Investment Group (ca) |
4 |
Reliance Trust Co Of Delaware |
4 |
Maverick Capital Ltd |
4 |
Teton Advisors, Inc. |
4 |
Aristides Capital LLC |
4 |
Colonial Trust Advisors |
4 |
SYSTM Wealth Solutions LLC |
4 |
Bleakley Financial Group, LLC |
4 |
RFP Financial Group LLC |
4 |
Capital A Wealth Management, LLC |
4 |
Qci Asset Management Inc/ny |
4 |
PharVision Advisers, LLC |
4 |
Regentatlantic Capital Llc |
4 |
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
4 |
Marshall & Sterling Wealth Advisors Inc. |
4 |
Advisor Partners Ii, Llc |
4 |
Provenance Wealth Advisors, LLC |
4 |
FNY Managed Accounts LLC |
4 |
YHB Investment Advisors, Inc. |
4 |
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
4 |
T. Rowe Price Investment Management, Inc. |
4 |
Glenmede Investment Management, LP |
4 |
Beaird Harris Wealth Management, LLC |
4 |
Concentric Capital Strategies, LP |
4 |
Ballentine Partners, LLC |
4 |
Atria Wealth Solutions, Inc. |
4 |
High Point Bank & Trust Co |
4 |
Advisor Partners Llc |
4 |
Tiedemann Advisors, Llc |
4 |
My Personal CFO, LLC |
4 |
Farringdon Capital, Ltd. |
4 |
Simplicity Wealth,LLC |
4 |
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
4 |
Forum Financial Management, LP |
4 |
St Germain D J Co Inc |
4 |
HB Wealth Management, LLC |
4 |
Sumitomo Mitsui Trust Holdings, Inc. |
4 |
Albert D Mason Inc |
4 |
Sumitomo Mitsui DS Asset Management Company, Ltd |
4 |
CIBC World Markets Inc. |
4 |
B. Metzler seel. Sohn & Co. AG |
4 |
Washington Trust Advisors, Inc. |
4 |
Buckingham Strategic Partners |
4 |
WealthTrak Capital Management LLC |
4 |
Duncker Streett & Co Inc |
4 |
Kanaly Trust Co |
4 |
Amplius Wealth Advisors, LLC |
4 |
Zurich Insurance Group Ltd/FI |
4 |
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF |
4 |
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
4 |
Weiss Asset Management LP |
4 |
Scopus Asset Management, L.p. |
4 |
Cushing Asset Management, Lp |
4 |
Findlay Park Partners LLP |
4 |
Advisor Resource Council |
4 |
Calamos Advisors LLC |
4 |
Bbva Usa |
4 |
Bank Of Hawaii |
4 |
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
4 |
Kb Financial Partners, Llc |
4 |
Sargent Bickham Lagudis LLC |
4 |
Numeric Investors Llc |
4 |
Korea Investment CORP |
4 |
Pallas Capital Advisors LLC |
4 |
Camarda Financial Advisors, LLC |
4 |
First Midwest Bank Trust Division |
4 |
Hanseatic Management Services Inc |
4 |
Pinnacle Associates Ltd |
4 |
Tokio Marine Asset Management Co Ltd |
4 |
SOA Wealth Advisors, LLC. |
4 |
Coppell Advisory Solutions LLC |
4 |
Hexavest Inc. |
4 |
Concord Wealth Partners |
4 |
Whipplewood Advisors, LLC |
4 |
American National Bank |
4 |
Sigma Planning Corp |
4 |
DnB Asset Management AS |
4 |
Champlain Investment Partners, LLC |
4 |
Opal Wealth Advisors, LLC |
4 |
Veriti Management LLC |
4 |
GPS Wealth Strategies Group, LLC |
4 |
Webster Bank, N. A. |
4 |
Addison Advisors LLC |
4 |
High Note Wealth, LLC |
4 |
Wolff Wiese Magana Llc |
4 |
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
4 |
CrestPoint Capital Management, LLC |
4 |
Amica Mutual Insurance Co |
4 |
Regents Gate Capital LLP |
4 |
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
4 |
New England Research & Management, Inc. |
4 |
Paces Ferry Wealth Advisors, Llc |
4 |
Ergoteles LLC |
4 |
Compagnie Lombard Odier SCmA |
4 |
TFC Financial Management |
4 |
Fulton Bank, N.a. |
4 |
Kestra Private Wealth Services, Llc |
4 |
Toth Financial Advisory Corp |
4 |
First Pacific Financial |
4 |
Krilogy Financial LLC |
4 |
Old National Bancorp /in/ |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
4 |
Balentine LLC |
4 |
First Horizon Corp |
4 |
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
4 |
Logan Capital Management Inc |
4 |
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A |
4 |
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
4 |
Royal London Asset Management Ltd |
4 |
Landscape Capital Management, L.l.c. |
4 |
BBT Capital Management, LLC |
4 |
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund |
4 |
Oarsman Capital, Inc. |
4 |
Focused Wealth Management, Inc |
4 |
CAPROCK Group, Inc. |
4 |
Tredje AP-fonden |
4 |
Zweig-DiMenna Associates LLC |
4 |
SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
4 |
Hartford Investment Management Co |
4 |
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class |
4 |
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
4 |
Exencial Wealth Advisors, Llc |
4 |
Select Equity Group, L.P. |
4 |
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
4 |
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
4 |
Rsm Us Wealth Management Llc |
4 |
Ada Investment Management, LP |
4 |
Amica Retiree Medical Trust |
4 |
John G Ullman & Associates Inc |
4 |
Bank Julius Baer & Co. Ltd, Zurich |
4 |
LMR Master Fund Ltd |
4 |
National Pension Service |
4 |
Integrated Wealth Management |
4 |
Livforsakringsbolaget Skandia, Omsesidigt |
4 |
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
4 |
Koch Industries Inc |
4 |
Oakworth Capital, Inc. |
4 |
Procyon Private Wealth Partners, LLC |
4 |
Regent Peak Wealth Advisors LLC |
4 |
Wilbanks Smith & Thomas Asset Management Llc |
4 |
Carolinas Wealth Consulting Llc |
4 |
HAP Trading, LLC |
4 |
Column Capital Advisors, LLC |
4 |
Deerfield Management Company, L.p. (series C) |
4 |
Kiwi Wealth Investments Limited Partnership |
4 |
Richard Bernstein Advisors LLC |
4 |
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB |
4 |
Banque Cantonale Vaudoise |
4 |
Chilton Capital Management Llc |
4 |
Kornitzer Capital Management Inc /ks |
4 |
Wbi Investments, Inc. |
4 |
Pine River Capital Management L.P. |
4 |
Venture Visionary Partners LLC |
4 |
Fjarde Ap-fonden /fourth Swedish National Pension Fund |
4 |
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
4 |
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
4 |
Brinker Capital Inc |
4 |
Kleinwort Benson Investors Dublin Ltd |
4 |
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
4 |
Cetera Advisors LLC |
4 |
TRUE Private Wealth Advisors |
4 |
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
4 |
JNBA Financial Advisors |
4 |
Boston Trust Walden Corp |
4 |
Catalyst Funds Management Pty Ltd |
4 |
Ramsey Quantitative Systems |
4 |
Pitcairn Co |
4 |
Asset Dedication, LLC |
4 |
Tributary Capital Management, LLC |
4 |
Mn Services Vermogensbeheer B.V. |
4 |
Great Lakes Advisors, Llc |
4 |
WASHINGTON TRUST Co |
4 |
Andra AP-fonden |
4 |
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
4 |
Fiduciary Management Associates Llc |
4 |
Gerber Kawasaki Wealth & Investment Management |
4 |
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
4 |
Bryn Mawr Capital Management Inc |
4 |
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
4 |
New England Securities Corp /MA/ |
4 |
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
4 |
URTH - iShares, Inc. - iShares MSCI World ETF |
4 |
NN Investment Partners Holdings N.V. |
4 |
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
4 |
Ground Swell Capital, LLC |
4 |
National Planning Corp |
4 |
Martingale Asset Management L P |
4 |
Icon Advisers Inc/co |
4 |
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF |
4 |
Rafferty Asset Management, LLC |
4 |
Spark Investment Management LLC |
4 |
BlackRock Japan Co. Ltd |
4 |
Advisors Preferred, LLC |
4 |
Tcw Group Inc |
4 |
Dynamic Capital Management Ltd |
4 |
Kestra Investment Management, LLC |
4 |
Zions Bancorporation |
4 |
Absolute Return Capital, LLC |
4 |
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
4 |
Td Private Client Wealth Llc |
4 |
TCTC Holdings, LLC |
4 |
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
4 |
Allstate Corp |
4 |
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
4 |
Point72 Asia (Singapore) Pte. Ltd. |
4 |
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class |
4 |
Ropes Wealth Advisors Llc |
4 |
J. Safra Sarasin Holding AG |
4 |
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares |
4 |
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional |
4 |
Associated Banc-corp |
4 |
Trustmark National Bank Trust Department |
4 |
Westpac Banking Corp |
4 |
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A |
4 |
Dubuque Bank & Trust Co |
4 |
People's United Financial, Inc. |
4 |
Cornerstone Capital Management Holdings Llc. |
4 |
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF |
4 |
BFOR - ALPS ETF Trust - Barron's 400 ETF |
4 |
Deere & Co |
4 |
Advance Capital I Inc |
4 |
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
4 |
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
4 |
Cleararc Capital Inc |
4 |
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
4 |
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
4 |
DRW Securities, LLC |
4 |
BBVA USA Bancshares, Inc. |
4 |
Tiverton Asset Management Llc |
4 |
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
4 |
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
4 |
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
4 |
Cantab Capital Partners LLP |
4 |
Glen Eagle Advisors, LLC |
4 |
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
4 |
Impax Asset Management LTD |
4 |
Prudential Plc |
4 |
Catapult Capital Management Llc |
4 |
Amerivest Investment Management LLC |
4 |
BerganKDV Wealth Management, LLC |
4 |
Placemark Investments, Inc. |
4 |
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
4 |
Jane Street Holding, LLC |
4 |
Man Investments Ltd |
4 |
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
4 |
Wealthcare Advisory Partners LLC |
4 |
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
4 |
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A |
4 |
Ibex Wealth Advisors |
4 |
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
4 |
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
4 |
Simon Quick Advisors, Llc |
4 |
Harbor Investment Advisory, Llc |
4 |
JJJ Advisors Inc. |
4 |
Symmetry Partners, LLC |
4 |
Harvest Fund Management Co., Ltd |
4 |
Empowered Funds, LLC |
4 |
Empirical Finance, LLC |
4 |
Tiaa-cref Funds |
4 |
Virtus Alternative Investment Advisers, Inc. |
4 |
Lee Financial Co |
4 |
Independent Advisor Alliance |
4 |
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
4 |
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares |
4 |
Dai-Ichi Life Insurance Company, Ltd |
4 |
Tyers Asset Management LLC |
4 |
IFM Investors Pty Ltd |
4 |
Advantage Investment Management, Llc |
4 |
Ritholtz Wealth Management |
4 |
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF |
4 |
Pinnacle Bancorp, Inc. |
4 |
Ridgewood Investments LLC |
4 |
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
4 |
MARSHALL WACE ASIA Ltd |
4 |
Achmea Investment Management B.V. |
4 |
Atlantic Trust, LLC |
4 |
Hilltop National Bank |
4 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
4 |
Pendal Group Ltd |
4 |
Capital Bank & Trust Co |
4 |
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
4 |
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
4 |
Standard Life Aberdeen plc |
4 |
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
4 |
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF |
4 |
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
4 |
Arlington Partners LLC |
4 |
Front Row Advisors LLC |
4 |
Vanguard Explorer Fund |
4 |
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
4 |
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
4 |
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
4 |
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
4 |
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
4 |
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
4 |
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
4 |
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
4 |
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
4 |
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
4 |
Kapitalo Investimentos Ltda |
4 |
Philadelphia Trust Co |
4 |
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
4 |
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
4 |
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
4 |
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
4 |
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
4 |
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
4 |
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
4 |
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
4 |
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
4 |
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
4 |
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
4 |
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
4 |
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
4 |
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
4 |
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
4 |
Scientech Research LLC |
4 |
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
4 |
Intrust Bank Na |
4 |
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF |
4 |
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
4 |
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
4 |
Financial Network Wealth Advisors LLC |
4 |
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
4 |
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
4 |
Park Avenue Securities Llc |
4 |
Old Mutual Global Investors (UK) Ltd. |
4 |
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
4 |
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
4 |
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
4 |
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund |
4 |
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
4 |
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I |
4 |
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
4 |
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
4 |
Wetherby Asset Management Inc |
4 |
Hudson Bay Capital Management LP |
4 |
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
4 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
4 |
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
4 |
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
4 |
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
4 |
Johnson Financial Group, Inc. |
4 |
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
4 |
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
4 |
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
4 |
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A |
4 |
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
4 |
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
4 |
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
4 |
Paradigm Asset Management Co Llc |
4 |
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
4 |
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
4 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
4 |
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
4 |
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
4 |
E. Ohman J:or Asset Management AB |
4 |
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
4 |
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
4 |
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
4 |
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
4 |
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
4 |
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
4 |
GRES - IndexIQ ETF Trust - IQ Global Resources ETF |
4 |
Motco |
4 |
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
4 |
Hillsdale Investment Management Inc. |
4 |
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
4 |
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
4 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
4 |
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares |
4 |
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
4 |
State Farm Mutual Fund Trust |
4 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
4 |
State Farm Variable Product Trust |
4 |
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
4 |
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
4 |
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
4 |
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund |
4 |
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
4 |
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
4 |
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
4 |
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
4 |
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
4 |
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
4 |
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
4 |
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
4 |
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
4 |
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
4 |
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
4 |
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
4 |
Bruce G. Allen Investments, LLC |
4 |
PENN SERIES FUNDS INC - International Equity Fund |
4 |
Anchor Investment Management, LLC |
4 |
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
4 |
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
4 |
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
4 |
Parkwood LLC |
4 |
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
4 |
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
4 |
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
4 |
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
4 |
West Paces Advisors Inc. |
4 |
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
4 |
Barrow Hanley Mewhinney & Strauss Llc |
4 |
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
4 |
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
4 |
VDAFX - VALIC Co I - Dynamic Allocation Fund |
4 |
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
4 |
Vident Advisory, LLC |
4 |
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A |
4 |
Cadence Capital Management Llc |
4 |
QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
4 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service |
4 |
Eaton Vance Tax-managed Global Diversified Equity Income Fund |
4 |
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund |
4 |
Eaton Vance Tax Advantaged Global Dividend Income Fund |
4 |
Rydex Etf Trust |
4 |
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
4 |
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
4 |
Envestnet Portfolio Solutions, Inc. |
4 |
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
4 |
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
4 |
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
4 |
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
4 |
Sandy Spring Bank |
4 |
Norden Group Llc |
4 |
Syon Capital Llc |
4 |
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
4 |
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
4 |
Nbc Securities, Inc. |
4 |
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF |
4 |
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
4 |
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
4 |
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
4 |
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
4 |
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
4 |
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
4 |
Luminus Management Llc |
4 |
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class |
4 |
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
4 |
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus |
3 |
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF |
3 |
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
3 |
RBF Capital, LLC |
3 |
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF |
3 |
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF |
3 |
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I |
3 |
Visionary Asset Management, Inc. |
3 |
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I |
3 |
Signet Financial Management, Llc |
3 |
Elo Mutual Pension Insurance Co |
3 |
Eventide Asset Management, Llc |
3 |
Guggenheim Active Allocation Fund |
3 |
Prentiss Smith & Co Inc |
3 |
SRB Corp |
3 |
Silicon Valley Capital Partners |
3 |
Desjardins Global Asset Management Inc. |
3 |
Congress Wealth Management LLC / DE / |
3 |
Harbor Capital Advisors, Inc. |
3 |
Ameritas Advisory Services, LLC |
3 |
SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
3 |
L & S Advisors Inc |
3 |
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
3 |
Covea Finance |
3 |
Resona Asset Management Co.,Ltd. |
3 |
University Of Texas/texas Am Investment Managment Co |
3 |
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
3 |
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
3 |
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
3 |
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
3 |
Transce3nd, LLC |
3 |
Winnow Wealth Llc |
3 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
3 |
Canada Post Corp Registered Pension Plan |
3 |
Metis Global Partners, LLC |
3 |
Lombard Odier Asset Management (Switzerland) SA |
3 |
Lombard Odier Asset Management (Europe) Ltd |
3 |
TimesSquare Capital Management, LLC |
3 |
Fred Alger Management, Llc |
3 |
CenterBook Partners LP |
3 |
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
3 |
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
3 |
Mbb Public Markets I Llc |
3 |
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund |
3 |
First Merchants Corp |
3 |
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
3 |
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund |
3 |
APBAX - Cavanal Hill Funds - Active Core Fund Investor |
3 |
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
3 |
Regal Investment Advisors LLC |
3 |
VMIDX - VALIC Co I - Mid Cap Index Fund |
3 |
VSSGX - VALIC Co I - Small-Mid Growth Fund |
3 |
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
3 |
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund |
3 |
Cubic Asset Management, LLC |
3 |
Stelac Advisory Services LLC |
3 |
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
3 |
VSTIX - VALIC Co I - Stock Index Fund |
3 |
Ikos Cif Ltd |
3 |
Values First Advisors, Inc. |
3 |
Rossby Financial, LCC |
3 |
Fidelity Central Investment Portfolios LLC - Fidelity Industrials Central Fund |
3 |
VCBCX - VALIC Co I - Blue Chip Growth Fund |
3 |
Oliver Lagore Vanvalin Investment Group |
3 |
Endurance Wealth Management, Inc. |
3 |
VCULX - VALIC Co I - Growth Fund |
3 |
Virtus Investment Advisers, Inc. |
3 |
Rampart Investment Management Company, LLC |
3 |
Peak6 Llc |
3 |
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF |
3 |
Castleview Partners, Llc |
3 |
Advisory Alpha, LLC |
3 |
First National Bank Of Omaha |
3 |
AILG - Listed Funds Trust - Alpha Intelligent - Large Cap Growth ETF |
3 |
West Branch Capital LLC |
3 |
Harvest Group Wealth Management, Llc |
3 |
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF |
3 |
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
3 |
Bluestein R H & Co |
3 |
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
3 |
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
3 |
Dai-ichi Life Holdings, Inc. |
3 |
Lincoln National Corp |
3 |
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
3 |
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional |
3 |
Arlington Trust Co LLC |
3 |
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
3 |
Raiffeisen Bank International AG |
3 |
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF |
3 |
Nations Financial Group Inc, /ia/ /adv |
3 |
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
3 |
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
3 |
Highlander Capital Management, LLC |
3 |
CapWealth Advisors, LLC |
3 |
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
3 |
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund |
3 |
Strengthening Families & Communities, LLC |
3 |
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF |
3 |
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
3 |
Shine Investment Advisory Services Inc |
3 |
Institutional & Family Asset Management, Llc |
3 |
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF |
3 |
Joel Isaacson & Co., LLC |
3 |
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C |
3 |
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF |
3 |
FSC Wealth Advisors, LLC |
3 |
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
3 |
Kennedy Capital Management, Inc. |
3 |
Ab Pooling Portfolios |
3 |
Hanson & Doremus Investment Management |
3 |
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
3 |
Nvwm, Llc |
3 |
Congress Asset Management Co /ma |
3 |
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
3 |
Capital International Investors |
3 |
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
3 |
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class |
3 |
Jaffetilchin Investment Partners, LLC |
3 |
LGT Group Foundation |
3 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
3 |
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
3 |
Empirical Asset Management, LLC |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
3 |
PGGM Investments |
3 |
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
3 |
EverPoint Asset Management, LLC |
3 |
Stonebridge Capital Advisors LLC |
3 |
Fft Wealth Management Llc |
3 |
Hl Financial Services Llc |
3 |
Boston Partners |
3 |
Oppenheimer Etf Trust |
3 |
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund |
3 |
BLI - Banque de Luxembourg Investments |
3 |
Curian Capital Llc |
3 |
Wagner Wealth Management, Llc |
3 |
Bayforest Capital Ltd |
3 |
Fullcircle Wealth Llc |
3 |
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
3 |
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
3 |
Chartwell Investment Partners, Llc |
3 |
Pinnacle Summer Investments, Inc. |
3 |
Beacon Capital Management, LLC |
3 |
Fortitude Advisory Group L.L.C. |
3 |
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF |
3 |
Saudi Central Bank |
3 |
Sumit Capital, Llc |
3 |
Tsfg, Llc |
3 |
Eads & Heald Wealth Management |
3 |
Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
3 |
UniSuper Management Pty Ltd |
3 |
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
3 |
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
3 |
Hallmark Capital Management Inc |
3 |
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
3 |
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc |
3 |
Bp Plc |
3 |
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
3 |
Carlson Capital L P |
3 |
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF |
3 |
SummitTX Capital, L.P. |
3 |
Waratah Capital Advisors Ltd. |
3 |
Nelson Capital Management, LLC |
3 |
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
3 |
North Star Investment Management Corp. |
3 |
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF |
3 |
Grace Capital |
3 |
First New York Securities Llc /ny |
3 |
WealthPlan Investment Management, LLC |
3 |
Index Management Solutions, LLC |
3 |
Tortoise Index Solutions, LLC |
3 |
Beck Mack & Oliver Llc |
3 |
Your Advocates Ltd., LLP |
3 |
Banque Transatlantique SA |
3 |
Re Advisers Corp |
3 |
Acorn Wealth Advisors, LLC |
3 |
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class |
3 |
Romano Brothers And Company |
3 |
Thompson Siegel & Walmsley Llc |
3 |
Baird Robert W & Co Inc /wi/ |
3 |
Westport Resources Management Inc |
3 |
Balter Liquid Alternatives, LLC |
3 |
Brown, Lisle/cummings, Inc. |
3 |
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
3 |
Brewin Dolphin Ltd |
3 |
Artisan Partners Limited Partnership |
3 |
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
3 |
Aurora Investment Counsel |
3 |
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF |
3 |
Monarch Partners Asset Management LLC |
3 |
Fiduciary Alliance LLC |
3 |
K.J. Harrison & Partners Inc |
3 |
Nemes Rush Group LLC |
3 |
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
3 |
Legg Mason Investment Counsel & Trust Co., N.A. |
3 |
Gallo Partners, LP |
3 |
Legg Mason Investment Counsel, LLC |
3 |
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
3 |
Shepherd Kaplan Krochuk, Llc |
3 |
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF |
3 |
Fidelis Capital Partners, LLC |
3 |
Qs Batterymarch Financial Management, Inc |
3 |
Vantage Investment Advisors, LLC |
3 |
Eqis Capital Management, Inc. |
3 |
SevenBridge Financial Group, LLC |
3 |
Arrowgrass Capital Partners (us) Lp |
3 |
Dogwood Wealth Management LLC |
3 |
Stevens First Principles Investment Advisors |
3 |
NuWave Investment Management, LLC |
3 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
3 |
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K |
3 |
Cable Hill Partners, LLC |
3 |
Diametric Capital, LP |
3 |
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF |
3 |
Park Square Financial Group, LLC |
3 |
Girard Partners Ltd. |
3 |
Heritage Wealth Advisors |
3 |
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES |
3 |
Kilter Group LLC |
3 |
Cascade Investment Advisors, Inc. |
3 |
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
3 |
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
3 |
Kings Point Capital Management |
3 |
Smallcap World Fund Inc |
3 |
Bellwether Investment Group, LLC |
3 |
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
3 |
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
3 |
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
3 |
Numerai GP LLC |
3 |
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
3 |
STXM - EA Series Trust - Strive Mid-Cap ETF |
3 |
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
3 |
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund |
3 |
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
3 |
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
3 |
Peregrine Capital Management Llc |
3 |
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
3 |
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF |
3 |
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
3 |
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
3 |
Jacobi Capital Management LLC |
3 |
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
3 |
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
3 |
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
3 |
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
3 |
StoneX Group Inc. |
3 |
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
3 |
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
3 |
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
3 |
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
3 |
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 |
3 |
Asset Planning Services, Ltd. |
3 |
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional |
3 |
First Bank & Trust |
3 |
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
3 |
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A |
3 |
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
3 |
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
3 |
Rakuten Investment Management, Inc. |
3 |
Teton Westwood Funds |
3 |
Amplify ETF Trust - Amplify AI Powered Equity ETF |
3 |
Binnacle Investments Inc |
3 |
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
3 |
Mascoma Wealth Management LLC |
3 |
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A |
3 |
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
3 |
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
3 |
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
3 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares |
3 |
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
3 |
PACIFIC SELECT FUND - Equity Index Portfolio Class I |
3 |
Wilmington Trust Co |
3 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares |
3 |
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF |
3 |
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF |
3 |
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A |
3 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 |
3 |
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares |
3 |
PACIFIC SELECT FUND - Core Income Portfolio Class I |
3 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
3 |
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
3 |
DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A |
3 |
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
3 |
Glenview Trust Co |
3 |
First Capital Advisors Group, LLC. |
3 |
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional |
3 |
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF |
3 |
Cambridge Trust Co |
3 |
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class |
3 |
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A |
3 |
Advanced Series Trust - Ast Mid-cap Growth Portfolio |
3 |
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A |
3 |
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
3 |
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF |
3 |
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
3 |
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
3 |
Flinton Capital Management LLC |
3 |
iA Global Asset Management Inc. |
3 |
Maven Securities LTD |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
3 |
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF |
3 |
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
3 |
PWS - Pacer Funds Trust - Pacer WealthShield ETF |
3 |
Total Investment Management Inc |
3 |
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
3 |
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional |
3 |
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
3 |
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
3 |
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
3 |
PHO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Water Resources ETF |
3 |
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
3 |
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
3 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
3 |
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
3 |
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A |
3 |
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
3 |
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
3 |
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares |
3 |
Nippon Life Global Investors Americas, Inc. |
3 |
Premia Global Advisors, Llc |
3 |
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
3 |
CGW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF |
3 |
IHT Wealth Management, LLC |
3 |
Advanced Series Trust - Ast Small-cap Growth Portfolio |
3 |
Glen Harbor Capital Management LLC |
3 |
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
3 |
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF |
3 |
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
3 |
LRI Investments, LLC |
3 |
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
3 |
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF |
3 |
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
3 |
BLPIX - Profunds - Bull Profund Investor Class |
3 |
UMPIX - Profunds - Ultramid-cap Profund Investor Class |
3 |
Intrinsic Edge Capital Management LLC |
3 |
ULPIX - Profunds - Ultrabull Profund Investor Class |
3 |
Ubs Oconnor Llc |
3 |
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF |
3 |
Summit Global Investments |
3 |
MGPIX - Profunds - Mid-cap Growth Profund Investor Class |
3 |
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund |
3 |
Swedbank AB |
3 |
TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
3 |
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF |
3 |
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
3 |
Almanack Investment Partners, LLC. |
3 |
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
3 |
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
3 |
Acrisure Capital Management, LLC |
3 |
MLPIX - Profunds - Mid-cap Value Profund Investor Class |
3 |
LVPIX - Profunds - Large-cap Value Profund Investor Class |
3 |
LGPIX - Profunds - Large-cap Growth Profund Investor Class |
3 |
MDPIX - Profunds - Mid-cap Profund Investor Class |
3 |
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF |
3 |
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A |
3 |
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
3 |
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
3 |
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
3 |
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
3 |
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
3 |
Providence Capital Advisors, LLC |
3 |
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
3 |
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF |
3 |
YorkBridge Wealth Partners, LLC |
3 |
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares |
3 |
Longfellow Investment Management Co Llc |
3 |
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
3 |
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
3 |
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
3 |
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF |
3 |
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
3 |
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
3 |
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
3 |
Keeley-Teton Advisors, LLC |
3 |
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
3 |
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
3 |
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
3 |
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
3 |
NOFIX - Northern Funds - Northern Fixed Income Fund |
3 |
NSRIX - Northern Funds - Northern Global Sustainability Index Fund |
3 |
Bfsg, Llc |
3 |
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
3 |
NOCBX - Northern Funds - Northern Core Bond Fund |
3 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
3 |
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
3 |
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
3 |
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 |
3 |
NOMIX - Northern Funds - Northern Mid Cap Index Fund |
3 |
Mason Capital Fund Trust - Fundamentals First ETF |
3 |
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
3 |
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
3 |
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF |
3 |
Delta Lloyd Asset Management N.v. |
3 |
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 |
3 |
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF |
3 |
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
3 |
NOLVX - Northern Funds - Northern Large Cap Value Fund |
3 |
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES |
3 |
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF |
3 |
Corient IA LLC |
3 |
Ferris Capital, Llc |
3 |
Bb&t Investment Services, Inc. |
3 |
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
3 |
NOSIX - Northern Funds - Northern Stock Index Fund |
3 |
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
3 |
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
3 |
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
3 |
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
3 |
Donoghue Forlines LLC |
3 |
S-Bank Fund Management Ltd |
3 |
Smith Asset Management Group Lp |
3 |
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
3 |
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
3 |
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
3 |
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
3 |
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
3 |
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
3 |
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
3 |
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF |
3 |
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
3 |
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
3 |
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
3 |
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) |
3 |
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
3 |
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
3 |
Affiance Financial, LLC |
3 |
Delpha Capital Management, Llc |
3 |
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
3 |
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF |
3 |
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
3 |
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
3 |
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) |
3 |
Vanguard Horizon Funds |
3 |
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
3 |
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
3 |
Price Wealth Management, Inc. |
3 |
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
3 |
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
3 |
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
3 |
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
3 |
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares |
3 |
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares |
3 |
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
3 |
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
3 |
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF |
3 |
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
3 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
3 |
Global Income Builder Portfolio - Global Income Builder Portfolio |
3 |
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
3 |
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF |
3 |
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
3 |
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A |
3 |
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
3 |
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
3 |
Wcm Investment Management, Llc |
3 |
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
3 |
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I |
3 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
3 |
Soros Fund Management Llc |
3 |
Investors Research Corp |
3 |
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
3 |
Icon Wealth Partners, LLC |
3 |
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
3 |
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
3 |
Claymore Exchange-traded Fund Trust |
3 |
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
3 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii |
3 |
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II |
3 |
Azzad Asset Management Inc /adv |
3 |
Kaizen Advisory, Llc |
3 |
ASR Vermogensbeheer N.V. |
3 |
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A |
3 |
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
3 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
3 |
Wedbush Securities Inc |
3 |
Penn Capital Management Co Inc |
3 |
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
3 |
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
3 |
HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
3 |
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
3 |
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
3 |
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
3 |
Carillon Tower Advisers, Inc. |
3 |
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
3 |
Qrg Capital Management, Inc. |
3 |
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares |
3 |
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
3 |
Sentry Investment Management Llc |
3 |
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
3 |
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
3 |
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
3 |
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
3 |
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF |
3 |
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
3 |
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
3 |
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
3 |
Lloyds Banking Group plc |
3 |
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
3 |
Vanguard Morgan Growth Fund |
3 |
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
3 |
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
3 |
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
3 |
Lmcg Investments, Llc |
3 |
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
3 |
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class |
3 |
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
3 |
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
3 |
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
3 |
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
3 |
VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
3 |
HBK Sorce Advisory LLC |
3 |
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
3 |
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio |
3 |
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class |
3 |
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
3 |
Herndon Capital Management Llc |
3 |
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
3 |
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
3 |
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 |
3 |
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
3 |
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A |
3 |
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
3 |
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
3 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service |
3 |
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
3 |
UMA Financial Services, Inc. |
3 |
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF |
3 |
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R |
3 |
Tfs Capital Investment Trust |
3 |
Degroof Petercam Asset Management |
3 |
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
3 |
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
3 |
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
3 |
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class |
3 |
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
3 |
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
3 |
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A |
3 |
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF |
3 |
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
3 |
Forum Funds |
3 |
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
3 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
3 |
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund |
3 |
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
3 |
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A |
3 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
3 |
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
3 |
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
3 |
Munder Series Trust |
3 |
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class |
3 |
PENN SERIES FUNDS INC - Small Cap Value Fund |
3 |
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
3 |
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
3 |
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
3 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
3 |
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A |
3 |
Dunhill Financial, LLC |
3 |
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
3 |
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
3 |
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
3 |
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
3 |
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
3 |
Cornercap Investment Counsel Inc |
3 |
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
3 |
Hcim Trust |
3 |
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
3 |
Campbell Multi-strategy Trust |
3 |
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
3 |
Profunds - Profund Vp Oil & Gas |
3 |
Stonehage Fleming (uk) Ltd |
3 |
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
3 |
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
3 |
Arden Investment Series Trust |
3 |
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
3 |
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
3 |
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
3 |
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class |
3 |
Abich Financial Wealth Management LLC |
3 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
3 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 |
3 |
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class |
3 |
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A |
3 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A |
3 |
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
3 |
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund |
3 |
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
3 |
First Eagle Investment Management, LLC |
3 |
Arden Trust Co |
3 |
Gupta Wealth Management LLC |
3 |
Lombard Odier Asset Management (USA) Corp |
3 |
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
3 |
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
3 |
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
3 |
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
3 |
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
3 |
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
3 |
Benjamin Edwards Inc |
3 |
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
3 |
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
3 |
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
3 |
Vestmark Advisory Solutions, Inc. |
3 |
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
3 |
Next Financial Holdings |
3 |
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
3 |
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class |
3 |
BOK Financial Private Wealth, Inc. |
3 |
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
3 |
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
3 |
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
3 |
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
3 |
Frazier Financial Advisors, LLC |
3 |
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
3 |
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A |
3 |
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
3 |
Estabrook Capital Management |
3 |
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A |
3 |
IMC-Chicago, LLC |
3 |
Value Line Centurion Fund Inc - Value Line Centurion Fund Inc |
3 |
Centaurus Financial, Inc. |
3 |
Hirtle Callaghan & Co LLC |
3 |
First Pacific Advisors, LP |
3 |
Barrett & Company, Inc. |
3 |
Quintet Private Bank (Europe) S.A. |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
3 |
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
3 |
Leisure Capital Management |
3 |
Liberty Wealth Management Llc |
3 |
Quilter Plc |
3 |
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A |
3 |
Frank, Rimerman Advisors LLC |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
3 |
Albar Capital Ltd |
3 |
Voleon Capital Management Lp |
3 |
Covenant Partners, LLC |
3 |
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
3 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
3 |
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund |
3 |
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class |
3 |
Cohen & Steers, Inc. |
3 |
Gyl Financial Synergies, Llc |
3 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A |
3 |
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A |
3 |
Wealthbridge Capital Management, Llc |
3 |
Full Sail Capital, LLC |
3 |
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
3 |
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio |
3 |
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares |
3 |
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) |
3 |
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
3 |
Gabelli Global Utility & Income Trust |
3 |
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
3 |
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio |
3 |
VisionPoint Advisory Group, LLC |
3 |
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
3 |
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares |
3 |
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
3 |
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
3 |
Gryphon Financial Partners LLC |
3 |
Tibra Equities Europe Ltd |
3 |
Profunds - Profund Vp Ultrabull |
3 |
Gabelli Utility Trust |
3 |
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
3 |
Profunds - Profund Vp Bull |
3 |
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
3 |
Signition Lp |
3 |
Meridian Wealth Advisors, LLC |
3 |
Community Bank, N.A. |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio |
3 |
Squar Milner Financial Services Llc |
3 |
Northwest Financial Advisors |
3 |
Wedge Capital Management L L P/nc |
3 |
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
3 |
Profunds - Profund Vp Ultramid-cap |
3 |
VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class |
3 |
Everpar Advisors Llc |
3 |
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y |
3 |
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
3 |
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
3 |
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
3 |
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
3 |
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A |
3 |
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
3 |
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. |
3 |
O'Shares Investment Advisers, LLC |
3 |
Profunds - Profund Vp Mid-cap Growth |
3 |
Perritt Capital Management Inc |
3 |
Profunds - Profund Vp Large-cap Growth |
3 |
Profunds - Profund Vp Mid-cap Value |
3 |
DecisionPoint Financial, LLC |
3 |
Seeyond |
3 |
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund |
3 |
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
3 |
PRW Wealth Management LLC |
3 |
Securian Funds Trust - SFT Index 500 Fund Class 1 |
3 |
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
3 |
Advisory Research Inc |
3 |
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. |
3 |
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
3 |
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
3 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
3 |
Profunds - Profund Vp Large-cap Value |
3 |
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
3 |
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF |
3 |
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
3 |
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
3 |
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
3 |
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
3 |
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
3 |
PENN SERIES FUNDS INC - Index 500 Fund |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
3 |
PENN SERIES FUNDS INC - Smid Cap Growth Fund |
3 |
American Funds Insurance Series |
3 |
Aptus Capital Advisors, LLC |
3 |
De Burlo Group Inc |
3 |
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund |
3 |
Next Capital Management LLC |
3 |
Arabesque Asset Management Ltd |
3 |
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 |
3 |
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
3 |
EUSM - Strategy Shares - Eventide US Market ETF |
3 |
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
3 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
3 |
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund |
3 |
Wetzel Investment Advisors, Inc. |
3 |
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
3 |
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
3 |
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF |
3 |
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF |
3 |
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF |
3 |
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
3 |
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
3 |
NVIR - Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF |
3 |
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
3 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
3 |
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES |
3 |
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
3 |
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
3 |
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
3 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
3 |
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
3 |
Wexford Capital Lp |
3 |
Evolution Wealth Advisors, LLC |
3 |
Nicholas Investment Partners, LP |
3 |
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
3 |
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I |
3 |
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
3 |
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
3 |
Iberiabank Corp |
3 |
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
3 |
CenterStar Asset Management, LLC |
3 |
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class |
3 |
Bedel Financial Consulting, Inc. |
3 |
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
3 |
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
3 |
Stephenson National Bank & Trust |
3 |
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
3 |
Navellier & Associates Inc |
3 |
Fenimore Asset Management Inc |
3 |
Kentucky Retirement Systems |
3 |
Usca Ria Llc |
3 |
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class |
3 |
I.g. Investment Management, Ltd. |
3 |
James Investment Research Inc |
3 |
RMR Wealth Builders |
3 |
Weaver C. Barksdale & Associates, Inc. |
3 |
Heartland Advisors Inc |
3 |
Filbrandt Wealth Management, LLC |
3 |
Great Lakes Retirement, Inc. |
3 |
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class |
3 |
Koshinski Asset Management, Inc. |
3 |
Trust Co |
3 |
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
3 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
3 |
Arkadios Wealth Advisors |
3 |
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF |
3 |
Sunbelt Securities, Inc. |
3 |
Morgan Dempsey Capital Management Llc |
3 |
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
3 |
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
3 |
Center for Financial Planning, Inc. |
3 |
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class |
3 |
Van Hulzen Asset Management, LLC |
3 |
Echo Street Capital Management LLC |
3 |
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB |
3 |
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
3 |
Oddo Bhf Asset Management Sas |
3 |
Capital One, National Association |
3 |
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
3 |
FundVantage Trust - Verplanck Balanced Fund |
3 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
3 |
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
3 |
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class |
3 |
Hall Laurie J Trustee |
3 |
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
3 |
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares |
3 |
Town & Country Bank & Trust CO dba First Bankers Trust CO |
3 |
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
3 |
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF |
3 |
Hbk Investments L P |
3 |
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF |
3 |
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares |
3 |
Destination Wealth Management |
3 |
East Coast Asset Management, LLC. |
3 |
NWK Group, Inc. |
3 |
Burney Co/ |
3 |
Lloyd Advisory Services, LLC. |
3 |
Colony Group Llc |
3 |
Ferguson Wellman Capital Management, Inc |
3 |
RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I |
3 |
Stanley-Laman Group, Ltd. |
3 |
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
3 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
3 |
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF |
3 |
Dean Investment Associates, Llc |
3 |
UPGR - DBX ETF TRUST - Xtrackers US Green Infrastructure Select Equity ETF |
3 |
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
3 |
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF |
3 |
Mairs & Power Inc |
3 |
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
3 |
Spdr S&p 500 Etf Trust |
3 |
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
3 |
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A |
3 |
Spdr S&p Midcap 400 Etf Trust |
3 |
Spectrum Management Group, LLC |
3 |
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF |
3 |
Essex Investment Management Co Llc |
3 |
Redhawk Wealth Advisors, Inc. |
3 |
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
3 |
Atlanta Capital Management Co L L C |
3 |
Sonora Investment Management, LLC |
3 |
HWG Holdings LP |
3 |
Capital Analysts, Inc. |
3 |
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
3 |
Argent Trust Co |
3 |
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
3 |
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
3 |
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF |
3 |
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF |
3 |
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
3 |
Artemis Investment Management LLP |
3 |
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF |
3 |
MCF Advisors LLC |
3 |
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
3 |
FLOWX - FIDELITY SUMMER STREET TRUST - Fidelity Water Sustainability Fund |
3 |
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
3 |
HWAY - Themes ETF Trust - Themes US Infrastructure ETF |
3 |
Verdence Capital Advisors LLC |
3 |
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF |
3 |
Selective Wealth Management, Inc. |
3 |
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
3 |
Norinchukin Bank, The |
3 |
Canton Hathaway, LLC |
3 |
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
3 |
Price Capital Management, Inc. |
3 |
Vanguard Whitehall Funds |
3 |
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
3 |
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
3 |
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
3 |
Atlas Private Wealth Advisors |
3 |
Kentucky Retirement Systems Insurance Trust Fund |
3 |
Harel Insurance Investments & Financial Services Ltd. |
3 |
Six Circles Trust - Six Circles Global Bond Fund |
3 |
ACG Wealth |
3 |
RobecoSam USA, Inc. |
3 |
Kcm Investment Advisors Llc |
3 |
CFBUX - LORD ABBETT TRUST I - Lord Abbett Climate Focused Bond Fund Class R6 |
3 |
Foresters Investment Management Company, Inc. |
3 |
Salem Investment Counselors Inc |
3 |
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
3 |
Moore Capital Management, Lp |
3 |
Dreman Value Management, L L C |
3 |
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
3 |
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares |
3 |
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
3 |
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
3 |
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF |
3 |
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
3 |
Bruderman Asset Management, LLC |
3 |
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
3 |
Voya Financial Advisors, Inc. |
3 |
Tobam |
3 |
Keeley Asset Management Corp |
3 |
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
3 |
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares |
3 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
3 |
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A |
3 |
Grove Bank & Trust |
3 |
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares |
3 |
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
3 |
Handelsinvest Investeringsforvaltning |
3 |
J. Goldman & Co LP |
3 |
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
3 |
Park National Corp /oh/ |
3 |
Stock Yards Bank & Trust Co |
3 |
Cribstone Capital Management, LLC |
3 |
Founders Financial Alliance, LLC |
3 |
Kistler-Tiffany Companies, LLC |
3 |
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class |
3 |
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
3 |
Fiera Capital Corp |
3 |
Kalos Management, Inc. |
3 |
Sheaff Brock Investment Advisors, LLC |
3 |
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
3 |
IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
3 |
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
3 |
Private Ocean, LLC |
3 |
West Oak Capital, LLC |
3 |
Moisand Fitzgerald Tamayo, LLC |
3 |
EXI - iSHARES TRUST - iShares Global Industrials ETF |
3 |
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 |
3 |
Mizuho Trust & Banking Co., Ltd. |
3 |
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
3 |
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
3 |
ORG Partners LLC |
3 |
Denali Advisors Llc |
3 |
Trust Department Mb Financial Bank N A |
3 |
Armbruster Capital Management, Inc. |
3 |
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF |
3 |
Westfield Capital Management Co Lp |
3 |
Wunderlich Securities, Inc. |
3 |
Bamco Inc /ny/ |
3 |
Wasatch Advisors Inc |
3 |
EAM Investors, LLC |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class |
3 |
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class |
3 |
Edge Wealth Management LLC |
3 |
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
3 |
Montrusco Bolton Investments Inc. |
3 |
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
3 |
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
3 |
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF |
3 |
QCVAX - Clearwater Investment Trust - Clearwater International Fund |
3 |
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class |
3 |
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF |
3 |
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf |
3 |
Ibex Investors LLC |
3 |
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
3 |
Perkins Coie Trust Co |
3 |
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
3 |
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
3 |
SpiderRock Trading LLC |
3 |
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF |
3 |
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
3 |
GoalVest Advisory LLC |
3 |
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
3 |
Marshall Financial Group LLC |
3 |
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
3 |
Telemus Capital, Llc |
3 |
Knowledge Leaders Capital, LLC |
3 |
First Financial Corp /in/ |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
3 |
DB Wealth Management Group, LLC |
3 |
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
3 |
Sageworth Trust Co |
3 |
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
3 |
CBOE Vest Financial, LLC |
3 |
CFS Investment Advisory Services, LLC |
3 |
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class |
3 |
Allegheny Financial Group LTD |
3 |
Alpha Paradigm Partners, LLC |
3 |
Leavell Investment Management, Inc. |
3 |
Forsta Ap-fonden |
3 |
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF |
3 |
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
3 |
Mcdonald Partners Llc |
3 |
Impax Asset Management (AIFM) Ltd |
3 |
Montanaro Asset Management Ltd |
3 |
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
3 |
Atomi Financial Group, Inc. |
3 |
Investment Management Corp of Ontario |
3 |
Standard Family Office LLC |
3 |
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
3 |
FormulaFolio Investments, LLC |
3 |
Minichmacgregor Wealth Management, Llc |
3 |
Spring Creek Capital Llc |
3 |
Safeguard Investment Advisory Group, LLC |
3 |
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
3 |
Kowal Investment Group, LLC |
3 |
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF |
3 |
Simmons Bank |
3 |
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class |
3 |
Baldwin Brothers Inc/ma |
3 |
HITE Hedge Asset Management LLC |
3 |
NorthRock Partners, LLC |
3 |
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
3 |
SkyView Investment Advisors, LLC |
3 |
Childress Capital Advisors, Llc |
3 |
DT Investment Partners, LLC |
3 |
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional |
3 |
Optimum Investment Advisors |
3 |
Systematic Alpha Investments, LLC |
3 |
Hancock Whitney Corp |
3 |
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
3 |
Shay Capital LLC |
3 |
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF |
3 |
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
3 |
Bahl & Gaynor Inc |
3 |
Flossbach Von Storch Ag |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio |
3 |
Hudock, Inc. |
3 |
Mckinley Capital Management Llc /delaware |
3 |
AlphaMark Advisors, LLC |
3 |
Hussman Strategic Advisors, Inc. |
3 |
Credential Qtrade Securities Inc. |
3 |
IVE - iSHARES TRUST - iShares S&P 500 Value ETF |
3 |
Gitterman Wealth Management, LLC |
3 |
Hennion & Walsh Asset Management, Inc. |
3 |
Guardian Life Insurance Co Of America |
3 |
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares |
3 |
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
3 |
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
3 |
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
3 |
First Interstate Bank |
3 |
Gables Capital Management Inc. |
3 |
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
3 |
Denver Investment Advisors Llc |
3 |
Oppenheimer & Co Inc |
3 |
Integrated Wealth Concepts LLC |
3 |
LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF |
3 |
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
3 |
Alambic Investment Management, L.P. |
3 |
Davy Global Fund Management Ltd |
3 |
Siemens Fonds Invest GmbH |
3 |
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF |
3 |
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF |
3 |
Integrated Investment Consultants, LLC |
3 |
Counterpoint Mutual Funds LLC |
3 |
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund |
3 |
Pinkerton Retirement Specialists, LLC |
3 |
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
3 |
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF |
3 |
Monetary Management Group Inc |
3 |
VVMCX - VALIC Co I - Mid Cap Value Fund |
3 |
PNC Managed Account Solutions, Inc. |
3 |
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF |
3 |
Belmont Global Advisors, Inc. |
3 |
Accurate Wealth Management, LLC |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
3 |
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
3 |
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
3 |
Glg Llc |
3 |
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF |
3 |
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF |
3 |
Cambria Investment Management, L.P. |
3 |
Generali Asset Management SPA SGR |
3 |
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
3 |
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
3 |
Jain Global LLC |
3 |
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF |
3 |
U.S. Capital Wealth Advisors, LLC |
3 |
Hilltop Holdings Inc. |
3 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
3 |
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF |
3 |
Northwest & Ethical Investments L.P. |
3 |
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
3 |
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class |
3 |
Natixis Investment Managers International |
3 |