Proequities, Inc. |
127 |
UBS Group AG |
122 |
Morgan Stanley |
119 |
Citadel Advisors Llc |
119 |
Jpmorgan Chase & Co |
114 |
Bank Of America Corp /de/ |
111 |
Royal Bank Of Canada |
108 |
Susquehanna International Group, Llp |
106 |
Wells Fargo & Company/mn |
106 |
Deutsche Bank Ag\ |
104 |
Tower Research Capital LLC (TRC) |
104 |
Citigroup Inc |
104 |
Goldman Sachs Group Inc |
104 |
Jane Street Group, Llc |
102 |
Barclays Plc |
101 |
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
96 |
Geode Capital Management, Llc |
96 |
Millennium Management Llc |
96 |
BlackRock, Inc. |
96 |
Vanguard Group Inc |
93 |
Renaissance Technologies Llc |
91 |
Fmr Llc |
89 |
Pnc Financial Services Group, Inc. |
87 |
Northern Trust Corp |
87 |
State Street Corp |
86 |
Bnp Paribas Arbitrage, Sa |
85 |
Advisor Group Holdings, Inc. |
84 |
Bank of New York Mellon Corp |
82 |
Marshall Wace, Llp |
81 |
Invesco Ltd. |
81 |
Credit Suisse Ag/ |
80 |
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
79 |
Russell Investments Group, Ltd. |
79 |
New York State Common Retirement Fund |
78 |
Nuveen Asset Management, LLC |
76 |
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
75 |
Hrt Financial Lp |
75 |
Rhumbline Advisers |
75 |
American International Group, Inc. |
75 |
Manufacturers Life Insurance Company, The |
75 |
Simplex Trading, Llc |
74 |
Ameriprise Financial Inc |
73 |
Legal & General Group Plc |
73 |
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
72 |
Dimensional Fund Advisors Lp |
72 |
Bank Of Montreal /can/ |
71 |
D. E. Shaw & Co., Inc. |
71 |
Two Sigma Investments, Lp |
70 |
Lazard Asset Management Llc |
70 |
Charles Schwab Investment Management Inc |
70 |
IFP Advisors, Inc |
70 |
Sei Investments Co |
69 |
Virtu Financial LLC |
69 |
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
69 |
Group One Trading, L.p. |
69 |
Creative Planning |
68 |
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
68 |
Us Bancorp \de\ |
68 |
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
68 |
SG Americas Securities, LLC |
68 |
California State Teachers Retirement System |
67 |
Qube Research & Technologies Ltd |
67 |
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
67 |
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
67 |
Squarepoint Ops LLC |
67 |
Ubs Asset Management Americas Inc |
66 |
Verition Fund Management LLC |
66 |
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
66 |
Cubist Systematic Strategies, LLC |
66 |
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
65 |
Alliancebernstein L.p. |
65 |
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
64 |
Parametric Portfolio Associates Llc |
64 |
Gsa Capital Partners Llp |
64 |
Prelude Capital Management, Llc |
64 |
Aqr Capital Management Llc |
64 |
Victory Capital Management Inc |
64 |
Captrust Financial Advisors |
64 |
Cwm, Llc |
64 |
Strs Ohio |
63 |
Two Sigma Advisers, Lp |
63 |
Quadrant Capital Group Llc |
63 |
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
62 |
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
62 |
Balyasny Asset Management Llc |
62 |
Northwestern Mutual Wealth Management Co |
62 |
Panagora Asset Management Inc |
62 |
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
62 |
California Public Employees Retirement System |
61 |
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
61 |
Arrowstreet Capital, Limited Partnership |
61 |
Walleye Trading LLC |
60 |
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
60 |
Parallel Advisors, LLC |
60 |
Wolverine Trading, Llc |
60 |
Nisa Investment Advisors, Llc |
60 |
LPL Financial LLC |
60 |
Jefferies Group LLC |
60 |
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
60 |
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
59 |
Acadian Asset Management Llc |
59 |
Price T Rowe Associates Inc /md/ |
59 |
Principal Funds Inc |
59 |
Walleye Capital LLC |
59 |
Zurcher Kantonalbank (Zurich Cantonalbank) |
59 |
Metropolitan Life Insurance Co/ny |
59 |
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
58 |
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
58 |
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
58 |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
58 |
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
58 |
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
58 |
Envestnet Asset Management Inc |
58 |
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
58 |
Parallax Volatility Advisers, L.P. |
57 |
Swiss National Bank |
57 |
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
57 |
NOSGX - Northern Funds - Northern Small Cap Value Fund |
57 |
Hsbc Holdings Plc |
56 |
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
56 |
Voya Investment Management Llc |
56 |
Macquarie Group Ltd |
56 |
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
56 |
College Retirement Equities Fund |
56 |
Steward Partners Investment Advisory, Llc |
56 |
Ameritas Investment Partners, Inc. |
56 |
Signaturefd, Llc |
56 |
Amalgamated Bank |
56 |
Ladenburg Thalmann Financial Services Inc |
55 |
Huntington National Bank |
55 |
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
55 |
Engineers Gate Manager LP |
55 |
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
55 |
Raymond James & Associates |
55 |
Allianz Asset Management GmbH |
55 |
Boothbay Fund Management, Llc |
55 |
Advisor Group, Inc. |
55 |
HighTower Advisors, LLC |
55 |
Two Sigma Securities, Llc |
55 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
55 |
Wellington Management Group Llp |
54 |
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
54 |
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
54 |
Paloma Partners Management Co |
54 |
XTX Topco Ltd |
54 |
American Century Companies Inc |
54 |
Quantbot Technologies LP |
54 |
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
54 |
Bessemer Group Inc |
54 |
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
53 |
ExodusPoint Capital Management, LP |
53 |
State Of Wisconsin Investment Board |
53 |
Covestor Ltd |
53 |
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
53 |
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
53 |
Quadrature Capital Ltd |
53 |
Tudor Investment Corp Et Al |
53 |
Public Employees Retirement System Of Ohio |
53 |
Norges Bank |
53 |
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
53 |
Advisory Services Network, LLC |
53 |
Cutler Group LP |
52 |
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
52 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
52 |
Guggenheim Capital Llc |
52 |
Raymond James Financial Inc |
52 |
Great West Life Assurance Co /can/ |
52 |
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
52 |
Franklin Resources Inc |
52 |
EverSource Wealth Advisors, LLC |
52 |
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
52 |
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
52 |
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
51 |
Fifth Third Bancorp |
51 |
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
51 |
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
51 |
State of Wyoming |
51 |
Point72 Asset Management, L.P. |
51 |
Thrivent Financial For Lutherans |
51 |
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
51 |
Allworth Financial LP |
51 |
Dynamic Technology Lab Private Ltd |
51 |
MetLife Investment Management, LLC |
51 |
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
51 |
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
51 |
First Trust Advisors Lp |
51 |
Magnetar Financial LLC |
51 |
Teacher Retirement System Of Texas |
51 |
Sterling Capital Management LLC |
51 |
Comerica Bank |
50 |
Nomura Holdings Inc |
50 |
O'shaughnessy Asset Management, Llc |
50 |
Toronto Dominion Bank |
50 |
VDAFX - VALIC Co I - Dynamic Allocation Fund |
50 |
Prudential Financial Inc |
50 |
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
50 |
Schonfeld Strategic Advisors LLC |
50 |
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
50 |
Jump Financial, LLC |
50 |
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
49 |
Federated Hermes, Inc. |
49 |
State Board Of Administration Of Florida Retirement System |
49 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
49 |
Pacer Advisors, Inc. |
49 |
Neuberger Berman Group LLC |
49 |
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
49 |
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
49 |
Wolverine Asset Management Llc |
49 |
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
49 |
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
49 |
Man Group plc |
49 |
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
49 |
Tiaa-cref Funds |
48 |
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
48 |
Profunds - Profund Vp Ultrasmall-cap |
48 |
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
48 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
48 |
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
48 |
VCSLX - VALIC Co I - Small Cap Index Fund |
48 |
Meeder Asset Management Inc |
48 |
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
48 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
48 |
SLPIX - Profunds - Small-cap Profund Investor Class |
48 |
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
48 |
BlackRock Institutional Trust Company, N.A. |
48 |
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
48 |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
48 |
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
48 |
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
48 |
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
48 |
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
48 |
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
48 |
Oxford Asset Management Llp |
48 |
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
48 |
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
48 |
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
48 |
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
48 |
Profunds - Profund Vp Small-cap |
48 |
Tiaa Cref Investment Management Llc |
47 |
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
47 |
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
47 |
Ergoteles LLC |
47 |
Ubs Ag |
47 |
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
47 |
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
47 |
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
47 |
PENN SERIES FUNDS INC - Small Cap Index Fund |
47 |
IWM - iSHARES TRUST - iShares Russell 2000 ETF |
47 |
NSIDX - Northern Funds - Northern Small Cap Index Fund |
47 |
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
47 |
Janus Henderson Group Plc |
47 |
Principal Financial Group Inc |
47 |
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
47 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
47 |
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
47 |
BlackRock Fund Advisors |
47 |
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
47 |
IWV - iSHARES TRUST - iShares Russell 3000 ETF |
47 |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
47 |
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
47 |
Allspring Global Investments Holdings, LLC |
47 |
Lindbrook Capital, Llc |
47 |
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
46 |
PEAK6 Investments LLC |
46 |
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
46 |
BlackRock Investment Management, LLC |
46 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
46 |
Mariner, LLC |
46 |
Teachers Advisors, Llc |
46 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
46 |
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
46 |
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
46 |
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
46 |
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
46 |
Rockefeller Capital Management L.P. |
46 |
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
45 |
Point72 Hong Kong Ltd |
45 |
Glenmede Trust Co Na |
45 |
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
45 |
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
45 |
State of New Jersey Common Pension Fund D |
45 |
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
45 |
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
45 |
TCI Wealth Advisors, Inc. |
45 |
GAMMA Investing LLC |
45 |
Centiva Capital, LP |
45 |
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
45 |
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
45 |
Ellevest, Inc. |
45 |
PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
44 |
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
44 |
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
44 |
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
44 |
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
44 |
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
44 |
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
44 |
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
44 |
GWM Advisors LLC |
44 |
Nomura Asset Management Co Ltd |
44 |
Global Retirement Partners, LLC |
44 |
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
44 |
Alberta Investment Management Corp |
44 |
ProShare Advisors LLC |
44 |
Bridgeway Capital Management Inc |
44 |
Css Llc/il |
44 |
Farther Finance Advisors, LLC |
44 |
Marshall Wace North America L.P. |
44 |
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
44 |
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
43 |
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
43 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
43 |
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
43 |
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
43 |
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
43 |
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
43 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
43 |
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
43 |
Nuveen, LLC |
43 |
CIBC Private Wealth Group, LLC |
43 |
A.R.T. Advisors, LLC |
43 |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
43 |
Vanguard Index Funds |
43 |
PDT Partners, LLC |
43 |
Putnam Investments Llc |
43 |
Los Angeles Capital Management Llc |
43 |
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
43 |
KBC Group NV |
43 |
First Horizon Advisors, Inc. |
42 |
Dupont Capital Management Corp |
42 |
Truist Financial Corp |
42 |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
42 |
Amundi |
42 |
Stifel Financial Corp |
42 |
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
42 |
Nationwide Fund Advisors |
42 |
Aperio Group, LLC |
42 |
Schroder Investment Management Group |
42 |
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund |
42 |
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
42 |
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
42 |
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
42 |
Jacobs Levy Equity Management, Inc |
42 |
Public Employees Retirement Association Of Colorado |
42 |
BlackRock Advisors LLC |
42 |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
42 |
IWC - iSHARES TRUST - iShares Micro-Cap ETF |
41 |
Federation des caisses Desjardins du Quebec |
41 |
Public Sector Pension Investment Board |
41 |
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
41 |
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
41 |
Healthcare Of Ontario Pension Plan Trust Fund |
41 |
Eaton Vance Management |
41 |
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
41 |
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
41 |
Versant Capital Management, Inc |
41 |
Connor, Clark & Lunn Investment Management Ltd. |
41 |
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
41 |
Canada Pension Plan Investment Board |
41 |
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
41 |
BlueCrest Capital Management Ltd |
41 |
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
41 |
Stratos Wealth Partners, LTD. |
41 |
Russell Frank Co/ |
40 |
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
40 |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
40 |
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
40 |
NGREX - Northern Funds - Northern Global Real Estate Index Fund |
40 |
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
40 |
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
40 |
Massmutual Trust Co Fsb/adv |
40 |
Kcg Holdings, Inc. |
40 |
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
40 |
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
40 |
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
40 |
Cerity Partners LLC |
40 |
Capstone Investment Advisors, Llc |
40 |
Glassman Wealth Services |
40 |
First Manhattan Co |
40 |
Axa S.a. |
40 |
State of Tennessee, Treasury Department |
40 |
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
40 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
40 |
New York State Teachers Retirement System |
40 |
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
40 |
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
40 |
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
40 |
PEAK6 Investments, L.P. |
40 |
Penserra Capital Management LLC |
40 |
Raymond James Financial Services Advisors, Inc. |
40 |
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
40 |
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares |
40 |
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
40 |
Coldstream Capital Management Inc |
39 |
SRS Capital Advisors, Inc. |
39 |
SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund |
39 |
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
39 |
Campbell & CO Investment Adviser LLC |
39 |
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
39 |
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
39 |
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
39 |
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
39 |
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
39 |
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
39 |
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
39 |
FNY Investment Advisers, LLC |
39 |
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
39 |
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
39 |
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
38 |
State Farm Mutual Fund Trust |
38 |
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
38 |
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
38 |
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio |
38 |
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
38 |
Police & Firemen's Retirement System of New Jersey |
38 |
Parkside Financial Bank & Trust |
38 |
Corebridge Financial, Inc. |
38 |
True Wealth Design, LLC |
38 |
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
38 |
Arizona State Retirement System |
38 |
OMERS ADMINISTRATION Corp |
38 |
Private Capital Group, LLC |
38 |
Susquehanna Fundamental Investments, Llc |
38 |
Highbridge Capital Management Llc |
38 |
Amalgamated Financial Corp. |
38 |
Assetmark, Inc |
38 |
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
37 |
Ronald Blue Trust, Inc. |
37 |
State Farm Variable Product Trust |
37 |
Y-Intercept (Hong Kong) Ltd |
37 |
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
37 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
37 |
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
37 |
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
37 |
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
37 |
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
37 |
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
37 |
Ancora Advisors, LLC |
37 |
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
37 |
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
37 |
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
37 |
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
37 |
Geneos Wealth Management Inc. |
37 |
Virginia Retirement Systems Et Al |
37 |
Mirae Asset Global Investments Co., Ltd. |
37 |
VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio |
37 |
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
37 |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
37 |
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
37 |
Mackenzie Financial Corp |
37 |
Credit Agricole S A |
37 |
Gabelli Funds Llc |
36 |
M&t Bank Corp |
36 |
QCVAX - Clearwater Investment Trust - Clearwater International Fund |
36 |
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
36 |
Trexquant Investment LP |
36 |
Martingale Asset Management L P |
36 |
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
36 |
Hbk Investments L P |
36 |
Intech Investment Management Llc |
36 |
Algert Global Llc |
36 |
Daiwa Securities Group Inc. |
36 |
Winton Capital Group Ltd |
36 |
Rothschild Investment Llc |
36 |
Amundi Pioneer Asset Management Inc |
36 |
VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares |
36 |
VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund |
36 |
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
36 |
Voloridge Investment Management, Llc |
36 |
Alpine Global Management, LLC |
36 |
State of Alaska, Department of Revenue |
36 |
Hudson Bay Capital Management LP |
36 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
36 |
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
36 |
Capital Fund Management S.a. |
36 |
Piedmont Investment Advisors Llc |
36 |
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
36 |
Aigen Investment Management, Lp |
35 |
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
35 |
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
35 |
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
35 |
Ellington Management Group Llc |
35 |
Cresset Asset Management, LLC |
35 |
Jones Financial Companies Lllp |
35 |
Guggenheim Active Allocation Fund |
35 |
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
35 |
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
35 |
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
35 |
AdvisorNet Financial, Inc |
35 |
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
35 |
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
35 |
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
35 |
Larson Financial Group LLC |
35 |
Vantagepoint Funds |
35 |
Asset Management One Co., Ltd. |
35 |
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
35 |
NEXT Financial Group, Inc |
35 |
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
35 |
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
35 |
Umb Bank N A/mo |
34 |
Bell Investment Advisors, Inc |
34 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
34 |
FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF |
34 |
RSSL - Global X Funds - Global X Russell 2000 ETF |
34 |
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
34 |
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
34 |
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
34 |
Laurion Capital Management LP |
34 |
FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund |
34 |
FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund |
34 |
Farmers & Merchants Investments Inc |
34 |
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
34 |
Vanguard World Fund |
34 |
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
34 |
LMR Partners LLP |
34 |
Zacks Investment Management |
34 |
Harbor Capital Advisors, Inc. |
34 |
PENN SERIES FUNDS INC - International Equity Fund |
34 |
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
34 |
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
34 |
Brown Brothers Harriman & Co |
34 |
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
34 |
Royce & Associates Lp |
34 |
Dark Forest Capital Management Lp |
34 |
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
34 |
Fox Run Management, L.l.c. |
33 |
BlackRock Group LTD |
33 |
Commonwealth Equity Services, Llc |
33 |
American Portfolios Advisors |
33 |
Toroso Investments, LLC |
33 |
MetLife Securities, Inc |
33 |
Sumitomo Mitsui Trust Holdings, Inc. |
33 |
D.a. Davidson & Co. |
33 |
Private Advisor Group, LLC |
33 |
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
33 |
Quantinno Capital Management LP |
33 |
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
33 |
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
33 |
Whittier Trust Co |
33 |
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
33 |
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
33 |
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
33 |
Spire Wealth Management |
33 |
Emerald Acquisition Ltd. |
33 |
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
33 |
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
33 |
Harbour Investments, Inc. |
33 |
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
33 |
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
32 |
Cnh Partners Llc |
32 |
Alyeska Investment Group, L.P. |
32 |
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
32 |
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
32 |
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
32 |
Natixis |
32 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
32 |
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
32 |
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
32 |
Oregon Public Employees Retirement Fund |
32 |
National Bank Of Canada /fi/ |
32 |
Proficio Capital Partners LLC |
32 |
Hartland & Co., LLC |
32 |
Clear Street Markets Llc |
32 |
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
32 |
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
32 |
Smartleaf Asset Management LLC |
32 |
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
32 |
Wealthspire Advisors, L.P. |
32 |
Berman Capital Advisors, LLC |
32 |
Landscape Capital Management, L.l.c. |
32 |
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
32 |
Mackay Shields Llc |
32 |
Grantham, Mayo, Van Otterloo & Co. LLC |
32 |
DekaBank Deutsche Girozentrale |
32 |
Ground Swell Capital, LLC |
32 |
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
32 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
32 |
AMP Capital Investors Ltd |
31 |
Principal Securities, Inc. |
31 |
QS Investors, LLC |
31 |
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
31 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
31 |
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
31 |
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
31 |
Capital Advisors, Ltd. LLC |
31 |
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
31 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
31 |
Skopos Labs, Inc. |
31 |
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
31 |
First Republic Investment Management, Inc. |
31 |
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
31 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
31 |
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
31 |
Teachers Retirement System Of The State Of Kentucky |
31 |
JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A) |
31 |
GIMFX - GMO TRUST - GMO Implementation Fund |
31 |
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
31 |
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund |
31 |
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
31 |
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
31 |
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
31 |
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
31 |
Ubs Oconnor Llc |
31 |
Jefferies Financial Group Inc. |
31 |
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
31 |
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
31 |
Gotham Asset Management, LLC |
31 |
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
31 |
DRN - Direxion Shares ETF Trust - Direxion Daily MSCI Real Estate Bull 3X Shares |
31 |
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
31 |
Tfs Capital Investment Trust |
30 |
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
30 |
Caitong International Asset Management Co., Ltd |
30 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
30 |
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
30 |
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
30 |
Vestcor Inc |
30 |
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
30 |
Carroll Financial Associates, Inc. |
30 |
Orion Portfolio Solutions, LLC |
30 |
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
30 |
Janney Montgomery Scott LLC |
30 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
30 |
MAI Capital Management |
30 |
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
30 |
HAUZ - DBX ETF TRUST - Xtrackers International Real Estate ETF |
30 |
Quarry LP |
30 |
MUFG Americas Holdings Corp |
30 |
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
30 |
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
30 |
RidgeWorth Capital Management LLC |
30 |
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
30 |
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
30 |
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
30 |
Menta Capital Llc |
30 |
Natixis Advisors, L.p. |
30 |
Quantamental Technologies LLC |
30 |
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
30 |
Belpointe Asset Management LLC |
30 |
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
30 |
BNP Paribas Asset Management Holding S.A. |
30 |
Oppenheimer Etf Trust |
30 |
Ensign Peak Advisors, Inc |
30 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
30 |
SBI Securities Co., Ltd. |
30 |
CIBC Asset Management Inc |
30 |
Driehaus Capital Management Llc |
30 |
Cambridge Investment Research Advisors, Inc. |
30 |
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
29 |
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
29 |
Advisors Asset Management, Inc. |
29 |
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
29 |
Rehmann Capital Advisory Group |
29 |
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
29 |
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund |
29 |
Pictet Asset Management Holding SA |
29 |
Alps Advisors Inc |
29 |
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
29 |
Wipfli Financial Advisors Llc, |
29 |
Versor Investments LP |
29 |
Picton Mahoney Asset Management |
29 |
Cetera Investment Advisers |
29 |
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
29 |
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
29 |
Hillsdale Investment Management Inc. |
29 |
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
29 |
Anson Funds Management LP |
29 |
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
29 |
Regions Financial Corp |
29 |
Sherbrooke Park Advisers Llc |
29 |
JustInvest LLC |
29 |
Capital Performance Advisors Llp |
29 |
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
29 |
Pathstone Family Office, Llc |
29 |
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
29 |
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
29 |
Brown Advisory Inc |
29 |
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
29 |
Skandinaviska Enskilda Banken AB (publ) |
29 |
HAP Trading, LLC |
29 |
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
29 |
Claymore Exchange-traded Fund Trust |
29 |
Tfs Capital Llc |
29 |
Seacrest Wealth Management, Llc |
28 |
CI Private Wealth, LLC |
28 |
Point72 Middle East FZE |
28 |
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
28 |
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
28 |
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
28 |
Nine Chapters Capital Management LLC |
28 |
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
28 |
Cohen & Steers Quality Income Realty Fund Inc |
28 |
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
28 |
Point72 Asia (Singapore) Pte. Ltd. |
28 |
Managed Account Advisors Llc |
28 |
Brevan Howard Capital Management LP |
28 |
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
28 |
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
28 |
NSGRX - Northern Funds - Northern Small Cap Core Fund |
28 |
BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A |
28 |
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
28 |
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
28 |
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
28 |
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
28 |
Valeo Financial Advisors, LLC |
28 |
Klp Kapitalforvaltning As |
28 |
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
28 |
Hartford Mutual Funds Inc/ct |
28 |
Point72 (DIFC) Ltd |
28 |
PineBridge Investments, L.P. |
28 |
Texas Permanent School Fund |
28 |
Quantitative Systematic Strategies LLC |
28 |
Van Eck Associates Corp |
28 |
Manchester Capital Management LLC |
28 |
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
28 |
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
28 |
Pinnacle Wealth Planning Services, Inc. |
28 |
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
28 |
Cibc World Markets Corp |
27 |
Synovus Financial Corp |
27 |
APG Asset Management N.V. |
27 |
GAM Holding AG |
27 |
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
27 |
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
27 |
Clearbridge Investments, LLC |
27 |
Nebula Research & Development LLC |
27 |
PWREX - PIONEER REAL ESTATE SHARES - Pioneer Real Estate Shares : Class A |
27 |
Numeric Investors Llc |
27 |
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
27 |
New York Life Investment Management Llc |
27 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
27 |
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
27 |
EntryPoint Capital, LLC |
27 |
Cetera Advisor Networks LLC |
27 |
Lord, Abbett & Co. Llc |
27 |
Graham Capital Management, L.P. |
27 |
United Services Automobile Association |
27 |
Summit Trail Advisors, Llc |
27 |
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
27 |
North Star Investment Management Corp. |
27 |
Stevens Capital Management Lp |
27 |
Benjamin F. Edwards & Company, Inc. |
27 |
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
27 |
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
27 |
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
27 |
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
27 |
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
27 |
Ci Investments Inc. |
27 |
CENTRAL TRUST Co |
27 |
Advanced Series Trust - Ast Small-cap Value Portfolio |
27 |
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
27 |
Quest Partners LLC |
27 |
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
27 |
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
27 |
Yousif Capital Management, Llc |
27 |
CoreCap Advisors, LLC |
27 |
BlackRock Japan Co. Ltd |
27 |
Dunhill Financial, LLC |
27 |
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
27 |
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
27 |
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
27 |
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
27 |
Nuveen Real Asset Income & Growth Fund |
27 |
Sofos Investments, Inc. |
27 |
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
27 |
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
27 |
Mutual Of America Capital Management Llc |
27 |
Aristeia Capital Llc |
27 |
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
26 |
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
26 |
Globeflex Capital L P |
26 |
Pictet Asset Management Sa |
26 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
26 |
Exchange Traded Concepts, Llc |
26 |
Rydex Etf Trust |
26 |
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
26 |
Sowell Financial Services LLC |
26 |
Evoke Wealth, Llc |
26 |
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares |
26 |
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
26 |
Vident Investment Advisory, LLC |
26 |
FORA Capital, LLC |
26 |
Caxton Associates Lp |
26 |
Vanguard Specialized Funds |
26 |
Loomis Sayles & Co L P |
26 |
Jnl Series Trust - Jnl/invesco Global Real Estate Fund (a) |
26 |
DTRE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund |
26 |
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
26 |
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
26 |
Private Trust Co Na |
26 |
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
26 |
Shell Asset Management Co |
26 |
Moore Capital Management, Lp |
26 |
Caption Management, LLC |
26 |
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
26 |
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
26 |
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
26 |
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
26 |
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
26 |
Sandy Spring Bank |
26 |
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
26 |
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
26 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
26 |
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
26 |
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
26 |
Profunds - Profund Vp Oil & Gas |
26 |
EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB |
26 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
26 |
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
26 |
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
26 |
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
26 |
Catalyst Funds Management Pty Ltd |
26 |
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
26 |
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
26 |
Blair William & Co/il |
26 |
Handelsbanken Fonder AB |
26 |
Acrospire Investment Management LLC |
26 |
Louisiana State Employees Retirement System |
26 |
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
26 |
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
26 |
Creative Financial Designs Inc /adv |
26 |
TD Waterhouse Canada Inc. |
26 |
Snowden Capital Advisors LLC |
25 |
K2 Principal Fund, L.p. |
25 |
International Assets Investment Management, Llc |
25 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
25 |
Pictet Asset Management Ltd |
25 |
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
25 |
FIL Ltd |
25 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
25 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
25 |
Long Pond Capital, LP |
25 |
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
25 |
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
25 |
IndexIQ Advisors LLC |
25 |
Weiss Strategic Interval Fund |
25 |
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
25 |
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
25 |
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
25 |
Mitsubishi UFJ Trust & Banking Corp |
25 |
National Asset Management, Inc. |
25 |
Baker Avenue Asset Management, LP |
25 |
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
25 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
25 |
Maryland State Retirement & Pension System |
25 |
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
25 |
VGRLX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Admiral |
25 |
Atom Investors LP |
25 |
Kennedy Capital Management, Inc. |
25 |
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
25 |
Td Asset Management Inc |
25 |
Spot Trading L.L.C |
25 |
SECOR Capital Advisors, LP |
25 |
Weiss Asset Management LP |
25 |
Gemmer Asset Management LLC |
25 |
Oppenheimer & Co Inc |
25 |
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
25 |
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
25 |
Calamos Advisors LLC |
25 |
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
25 |
Winton Diversified Opportunities Fund |
25 |
United Capital Financial Advisers, Llc |
25 |
Venturi Wealth Management, LLC |
25 |
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
25 |
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
25 |
Ieq Capital, Llc |
25 |
Twin Tree Management, LP |
25 |
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
25 |
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
25 |
ClariVest Asset Management LLC |
25 |
Advanced Series Trust - Ast Small-cap Growth Portfolio |
25 |
Boston Partners |
25 |
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
25 |
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
25 |
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
25 |
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
24 |
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
24 |
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
24 |
Wealth Enhancement Advisory Services, Llc |
24 |
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
24 |
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
24 |
Levin Capital Strategies, L.p. |
24 |
Prospera Financial Services Inc |
24 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
24 |
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
24 |
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
24 |
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
24 |
Brookfield Asset Management Inc. |
24 |
Jfs Wealth Advisors, Llc |
24 |
Boston Private Wealth Llc |
24 |
Gradient Investments LLC |
24 |
Crossmark Global Holdings, Inc. |
24 |
Duality Advisers, Lp |
24 |
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
24 |
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
24 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
24 |
NumerixS Investment Technologies Inc |
24 |
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
24 |
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
24 |
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
24 |
Stephens Consulting, LLC |
24 |
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
24 |
Forsta Ap-fonden |
24 |
Commonwealth Bank Of Australia |
24 |
Ajo, Lp |
24 |
Bayesian Capital Management, LP |
24 |
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
24 |
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
24 |
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
24 |
Profund Advisors Llc |
24 |
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
24 |
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
24 |
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
24 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
24 |
Suntrust Banks Inc |
24 |
Enterprise Financial Services Corp |
24 |
CIBC World Markets Inc. |
24 |
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
24 |
Nbc Securities, Inc. |
24 |
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
24 |
Salem Investment Counselors Inc |
24 |
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
24 |
Cornerstone Capital Management Holdings Llc. |
24 |
Robeco Institutional Asset Management B.V. |
24 |
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
24 |
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
24 |
Patriot Financial Group Insurance Agency, LLC |
24 |
Cornercap Investment Counsel Inc |
24 |
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
24 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
23 |
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
23 |
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
23 |
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
23 |
Ab Pooling Portfolios |
23 |
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
23 |
Catalyst Capital Advisors LLC |
23 |
Aquatic Capital Management LLC |
23 |
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
23 |
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
23 |
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
23 |
Deere & Co |
23 |
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A |
23 |
EAM Investors, LLC |
23 |
Private Wealth Management Group, LLC |
23 |
Mercer Global Advisors Inc /adv |
23 |
Vanguard Horizon Funds |
23 |
First Hawaiian Bank |
23 |
ERET - iSHARES TRUST - iShares Environmentally Aware Real Estate ETF |
23 |
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
23 |
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
23 |
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
23 |
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
23 |
Gamco Investors, Inc. Et Al |
23 |
Oppenheimer Asset Management Inc. |
23 |
BlackRock Credit Strategies Fund |
23 |
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
23 |
Brinker Capital Investments, LLC |
23 |
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
23 |
Cipher Capital LP |
23 |
Alphacrest Capital Management Llc |
23 |
Ameritas Investment Corp |
23 |
Monashee Investment Management LLC |
23 |
Mirabella Financial Services Llp |
23 |
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
23 |
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
23 |
Davidson Kempner Capital Management Lp |
23 |
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
23 |
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
23 |
Nordea Investment Management Ab |
23 |
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
23 |
Employees Retirement System of Texas |
23 |
WFG Advisors, LP |
23 |
Cornerstone Advisors, Inc. |
23 |
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
22 |
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
22 |
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
22 |
Keybank National Association/oh |
22 |
Avion Wealth |
22 |
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
22 |
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
22 |
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
22 |
Cullen/frost Bankers, Inc. |
22 |
Vident Advisory, LLC |
22 |
Alpine Global Premier Properties Fund |
22 |
Massachusetts Financial Services Co /ma/ |
22 |
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
22 |
Lsv Asset Management |
22 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Real Estate Shares VCT Portfolio : Class I |
22 |
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
22 |
Great Lakes Advisors, Llc |
22 |
Moors & Cabot, Inc. |
22 |
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
22 |
Evergreen Capital Management Llc |
22 |
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
22 |
Cohen & Steers Total Return Realty Fund Inc |
22 |
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
22 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
22 |
Athanor Capital, Lp |
22 |
First Quadrant L P/ca |
22 |
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
22 |
Ameritas Advisory Services, LLC |
22 |
Calamos Global Dynamic Income Fund |
22 |
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
22 |
Centersquare Investment Management Llc |
22 |
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
22 |
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
22 |
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
22 |
Denali Advisors Llc |
22 |
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
22 |
Compagnie Lombard Odier SCmA |
22 |
Blueshift Asset Management, LLC |
22 |
Inceptionr Llc |
22 |
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
22 |
Pathstone Holdings, LLC |
22 |
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
22 |
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
22 |
Chicago Equity Partners Llc |
22 |
RBB FUND, INC. - Adara Smaller Companies Fund |
22 |
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
22 |
Bailard, Inc. |
22 |
Mason Street Advisors, Llc |
22 |
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
21 |
Bank Of Nova Scotia |
21 |
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
21 |
Avantax Advisory Services, Inc. |
21 |
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
21 |
Holocene Advisors, LP |
21 |
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
21 |
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
21 |
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
21 |
Polar Asset Management Partners Inc. |
21 |
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
21 |
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
21 |
Xact Kapitalforvaltning AB |
21 |
Blackrock Ltd Duration Income Trust |
21 |
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
21 |
Convergence Investment Partners, LLC |
21 |
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
21 |
Fortitude Family Office, LLC |
21 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
21 |
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
21 |
GABELLI & Co INVESTMENT ADVISERS, INC. |
21 |
Hantz Financial Services, Inc. |
21 |
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
21 |
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
21 |
Systematic Financial Management Lp |
21 |
Trust Co Of Vermont |
21 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
21 |
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
21 |
Eqis Capital Management, Inc. |
21 |
Harvest Fund Management Co., Ltd |
21 |
Corton Capital Inc. |
21 |
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
21 |
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
21 |
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
21 |
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
21 |
Sawtooth Solutions, LLC |
21 |
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
21 |
Cornerstone Planning Group LLC |
21 |
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
21 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
21 |
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
21 |
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
21 |
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
21 |
Bokf, Na |
21 |
AE Wealth Management LLC |
21 |
FDx Advisors, Inc. |
21 |
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
21 |
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
21 |
Plante Moran Financial Advisors, LLC |
21 |
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
21 |
Occudo Quantitative Strategies Lp |
21 |
IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
21 |
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
21 |
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
21 |
Element Capital Management Llc |
21 |
SWASX - SCHWAB INVESTMENTS - Schwab Global Real Estate Fund |
21 |
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
21 |
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
21 |
Sonora Investment Management, LLC |
21 |
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
21 |
Calamos Global Total Return Fund |
21 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
21 |
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
21 |
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
21 |
Sutton Wealth Advisors Inc. |
21 |
Baird Financial Group, Inc. |
21 |
Maven Securities LTD |
21 |
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
21 |
Old Mission Capital Llc |
21 |
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
21 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
21 |
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
21 |
Vanguard Whitehall Funds |
21 |
Karp Capital Management Corp |
21 |
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
21 |
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
21 |
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
21 |
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
21 |
Oppenheimer Variable Account Funds |
20 |
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
20 |
Glazer Capital, Llc |
20 |
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
20 |
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
20 |
Meridian Wealth Partners, LLC |
20 |
FLDFX - Meeder Funds - BALANCED FUND Retail Class |
20 |
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
20 |
Global X Funds |
20 |
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
20 |
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
20 |
Calamos Strategic Total Return Fund |
20 |
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
20 |
Cambria Investment Management, L.P. |
20 |
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
20 |
Weld Capital Management Llc |
20 |
UMA Financial Services, Inc. |
20 |
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
20 |
Everence Capital Management Inc |
20 |
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
20 |
Empowered Funds, LLC |
20 |
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
20 |
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
20 |
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
20 |
Illinois Municipal Retirement Fund |
20 |
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I |
20 |
Weiss Multi-Strategy Advisers LLC |
20 |
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
20 |
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
20 |
Bridgefront Capital, LLC |
20 |
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares |
20 |
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A |
20 |
Pearl River Capital, LLC |
20 |
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
20 |
Atlantic Trust, LLC |
20 |
Veriti Management LLC |
20 |
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
20 |
Sculptor Capital LP |
20 |
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
20 |
AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND INC - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A |
20 |
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
20 |
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
20 |
Sumitomo Mitsui DS Asset Management Company, Ltd |
20 |
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
20 |
Td Private Client Wealth Llc |
20 |
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
20 |
1832 Asset Management L.P. |
20 |
Bowling Portfolio Management LLC |
20 |
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
20 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
20 |
LS Investment Advisors, LLC |
20 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
20 |
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
20 |
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
20 |
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
20 |
We Are One Seven, LLC |
20 |
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A |
20 |
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
20 |
Utah Retirement Systems |
20 |
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
20 |
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
20 |
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF |
20 |
Oppenheimer Funds Inc |
20 |
Advanced Series Trust - Ast Advanced Strategies Portfolio |
20 |
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
20 |
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
20 |
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
20 |
NN Investment Partners Holdings N.V. |
20 |
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
20 |
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
20 |
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
20 |
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
20 |
Optiver Holding B.V. |
20 |
GQRE - FlexShares Trust - FlexShares Global Quality Real Estate Index Fund |
20 |
Sunbelt Securities, Inc. |
20 |
Money Concepts Capital Corp |
20 |
Twin Peaks Wealth Advisors, LLC |
20 |
NGJAX - Nuveen Investment Trust V - Nuveen Global Real Estate Securities Fund Class A |
20 |
Invesco Bond Fund |
20 |
ARIIX - AB INSTITUTIONAL FUNDS INC - AB Global Real Estate Investment Fund II Class I |
20 |
HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
20 |
Universal- Beteiligungs- und Servicegesellschaft mbH |
20 |
Prestige Wealth Management Group LLC |
20 |
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
20 |
Municipal Employees' Retirement System of Michigan |
20 |
Rafferty Asset Management, LLC |
20 |
Vivaldi Asset Management, LLC |
19 |
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
19 |
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
19 |
BRYN MAWR TRUST Co |
19 |
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
19 |
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
19 |
AHIVX - American Century Investment Trust - High Income Fund Investor Class |
19 |
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
19 |
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
19 |
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
19 |
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
19 |
Segantii Capital Management Ltd |
19 |
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
19 |
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
19 |
Fuller & Thaler Asset Management, Inc. |
19 |
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
19 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
19 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
19 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
19 |
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
19 |
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
19 |
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
19 |
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I |
19 |
Jennison Associates Llc |
19 |
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
19 |
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
19 |
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
19 |
REET - iSHARES TRUST - iShares Global REIT ETF |
19 |
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
19 |
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
19 |
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
19 |
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
19 |
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
19 |
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
19 |
Thompson Siegel & Walmsley Llc |
19 |
Financial Management Professionals, Inc. |
19 |
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
19 |
AGREX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Global Real Estate Fund Class A |
19 |
GHP Investment Advisors, Inc. |
19 |
Commonwealth Equity Services, Inc |
19 |
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
19 |
NMMGX - Northern Funds - Multi-manager Global Real Estate Fund |
19 |
Winslow, Evans & Crocker, Inc. |
19 |
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
19 |
Howe & Rusling Inc |
19 |
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
19 |
Bb&t Securities, Llc |
19 |
NewSquare Capital LLC |
19 |
RBF Capital, LLC |
19 |
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
19 |
Delta Asset Management Llc/tn |
19 |
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
19 |
Atria Investments Llc |
19 |
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
19 |
Wexford Capital Lp |
19 |
Riverview Trust Co |
19 |
Northern Trust Co Of Connecticut |
19 |
Caas Capital Management Lp |
19 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
19 |
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
19 |
C M Bidwell & Associates Ltd |
19 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
19 |
Centaurus Financial, Inc. |
19 |
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
19 |
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
19 |
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
19 |
Sequoia Financial Advisors, LLC |
19 |
Capital Analysts, Inc. |
19 |
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
19 |
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
19 |
Quent Capital, LLC |
19 |
Hancock Whitney Corp |
19 |
Rise Advisors, LLC |
19 |
Spark Investment Management LLC |
19 |
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
19 |
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
19 |
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
19 |
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
19 |
MQS Management LLC |
19 |
Brandywine Global Investment Management, LLC |
19 |
Quinn Opportunity Partners LLC |
19 |
Oppenheimer Global Multi Strategies Fund |
19 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
19 |
Westpac Banking Corp |
19 |
MBOVX - M FUND INC - M Large Cap Value Fund |
19 |
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
19 |
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
19 |
KIFAX - Forward Funds - Salient Select Income Fund Class A |
19 |
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
19 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
19 |
VVSCX - VALIC Co I - Small Cap Value Fund |
19 |
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
19 |
Brookfield Real Assets Income Fund Inc. |
19 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
19 |
Guardian Wealth Advisors, LLC |
19 |
Assenagon Asset Management S.A. |
19 |
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
18 |
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
18 |
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
18 |
Standard Life Aberdeen plc |
18 |
Freestone Capital Holdings, LLC |
18 |
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
18 |
Mather Group, Llc. |
18 |
Alpine Woods Capital Investors, Llc |
18 |
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
18 |
Candriam Luxembourg S.C.A. |
18 |
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
18 |
JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
18 |
Etf Managers Group, Llc |
18 |
Paradigm Asset Management Co Llc |
18 |
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
18 |
Koshinski Asset Management, Inc. |
18 |
Versus Capital Multi-manager Real Estate Income Fund Llc |
18 |
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
18 |
Hemington Wealth Management |
18 |
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
18 |
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
18 |
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
18 |
Newbridge Financial Services Group, Inc. |
18 |
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
18 |
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
18 |
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
18 |
Independent Advisor Alliance |
18 |
Sound Income Strategies, LLC |
18 |
Flow Traders U.s. Llc |
18 |
Aster Capital Management (DIFC) Ltd |
18 |
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
18 |
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
18 |
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
18 |
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
18 |
DAVENPORT & Co LLC |
18 |
Princeton Alpha Management LP |
18 |
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
18 |
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
18 |
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
18 |
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
18 |
Veritable, L.P. |
18 |
Mml Investors Services, Llc |
18 |
Headlands Technologies LLC |
18 |
UniSuper Management Pty Ltd |
18 |
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
18 |
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
18 |
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
18 |
Teza Capital Management LLC |
18 |
Twinbeech Capital Lp |
18 |
Teachers Insurance & Annuity Association Of America |
18 |
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
18 |
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
18 |
Emerald Mutual Fund Advisers Trust |
18 |
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
18 |
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
18 |
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
18 |
RWO - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Dow Jones Global Real Estate ETF |
18 |
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
18 |
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
18 |
Tarbox Family Office, Inc. |
18 |
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
18 |
Eii Capital Management, Inc. |
18 |
Corsair Capital Management, L.p. |
18 |
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
18 |
Reilly Financial Advisors, Llc |
18 |
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
18 |
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
18 |
Linden Advisors Lp |
18 |
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
18 |
Covington Capital Management |
18 |
Petrus Trust Company, LTA |
18 |
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
18 |
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
18 |
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
18 |
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
18 |
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
18 |
Independent Portfolio Consultants, Inc. |
18 |
Tcw Group Inc |
18 |
Whittier Trust Co Of Nevada Inc |
18 |
Yorktown Management & Research Co Inc |
18 |
R Squared Ltd |
18 |
Aviva Plc |
18 |
Blackrock Corporate High Yield Fund, Inc. |
18 |
Tcwp Llc |
18 |
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
18 |
Calamos Convertible & High Income Fund |
18 |
Fiera Capital Corp |
18 |
Calamos Convertible Opportunities & Income Fund |
18 |
Profunds - Profund Vp Small-cap Value |
18 |
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
18 |
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
18 |
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
18 |
Pitcairn Co |
18 |
Stephens Inc /ar/ |
18 |
James Investment Research Inc |
18 |
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
18 |
Thompson Davis & Co., Inc. |
18 |
MASTER BOND LLC - Master Total Return Portfolio |
18 |
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
18 |
Entropy Technologies, LP |
18 |
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
18 |
Securian Asset Management, Inc |
18 |
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
18 |
Advent Claymore Convertible Securities & Income Fund |
18 |
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
18 |
Waratah Capital Advisors Ltd. |
18 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
17 |
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
17 |
ETRADE Capital Management LLC |
17 |
Irish Life Investment Managers Ltd. |
17 |
Janus Capital Management Llc |
17 |
PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF |
17 |
Global X Management CO LLC |
17 |
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
17 |
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
17 |
FRI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P REIT Index Fund |
17 |
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
17 |
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares |
17 |
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
17 |
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
17 |
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
17 |
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
17 |
DRW Securities, LLC |
17 |
Six Circles Trust - Six Circles Credit Opportunities Fund |
17 |
Clinton Group Inc |
17 |
National Planning Corp |
17 |
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class |
17 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
17 |
First Mercantile Trust Co |
17 |
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
17 |
USRT - iSHARES TRUST - iShares Core U.S. REIT ETF |
17 |
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
17 |
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
17 |
Johnson Financial Group, Inc. |
17 |
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
17 |
Ethic Inc. |
17 |
Invictus RG |
17 |
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
17 |
People's United Financial, Inc. |
17 |
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
17 |
Arden Investment Series Trust |
17 |
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
17 |
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
17 |
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
17 |
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
17 |
Wetherby Asset Management Inc |
17 |
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
17 |
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
17 |
Belvedere Trading LLC |
17 |
Rmr Real Estate Income Fund |
17 |
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
17 |
Cary Street Partner Investment Advisory Llc |
17 |
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
17 |
HGI Capital Management, LLC |
17 |
Whitebox Advisors Llc |
17 |
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
17 |
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A |
17 |
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
17 |
Evercore Wealth Management, LLC |
17 |
Trustcore Financial Services, Llc |
17 |
Abound Wealth Management |
17 |
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
17 |
GREZX - GuideStone Funds - Global Real Estate Securities Fund Investor |
17 |
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
17 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
17 |
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
17 |
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
17 |
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
17 |
Alpine Equity Trust |
17 |
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
17 |
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
17 |
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
17 |
Alliancebernstein Global High Income Fund Inc |
17 |
CenterBook Partners LP |
17 |
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
17 |
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
17 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
17 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Global Real Estate Fund Series I |
17 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
17 |
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
17 |
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
17 |
Jupiter Asset Management Ltd |
17 |
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
17 |
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
17 |
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
17 |
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
17 |
Smith Asset Management Group Lp |
17 |
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
17 |
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
17 |
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
17 |
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
17 |
Bluefin Capital Management, Llc |
17 |
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
17 |
Cetera Advisors LLC |
17 |
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
17 |
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
17 |
JNBA Financial Advisors |
17 |
CSFAX - COHEN & STEERS GLOBAL REALTY SHARES, INC - Cohen & Steers Global Realty Shares, Inc. Class A |
17 |
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
17 |
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
17 |
Calamos Dynamic Convertible & Income Fund |
17 |
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
17 |
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
17 |
ARYVX - American Century Capital Portfolios Inc - Global Real Estate Fund Investor Class |
17 |
Harvest Group Wealth Management, Llc |
17 |
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
17 |
Mizuho Trust & Banking Co., Ltd. |
17 |
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
17 |
Blackrock Debt Strategies Fund, Inc. |
17 |
Xponance, Inc. |
17 |
Greenland Capital Management LP |
17 |
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A |
16 |
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
16 |
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
16 |
Elequin Capital Lp |
16 |
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
16 |
Jain Global LLC |
16 |
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
16 |
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
16 |
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A |
16 |
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
16 |
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
16 |
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
16 |
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
16 |
Agf Investments Inc. |
16 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
16 |
Edgestream Partners, L.P. |
16 |
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
16 |
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
16 |
HHM Wealth Advisors, LLC |
16 |
Ionic Capital Management LLC |
16 |
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
16 |
Rational Advisors Llc |
16 |
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
16 |
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
16 |
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
16 |
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
16 |
SVPIX - Profunds - Small-cap Value Profund Investor Class |
16 |
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
16 |
New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class |
16 |
EBI - RBB Fund Trust - Longview Advantage ETF |
16 |
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
16 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares |
16 |
Liberty Mutual Group Asset Management Inc. |
16 |
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
16 |
BBRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI U.S. REIT ETF |
16 |
IHT Wealth Management, LLC |
16 |
Summit Global Investments |
16 |
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
16 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
16 |
Waterfront Capital Partners, LLC |
16 |
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
16 |
WASHINGTON TRUST Co |
16 |
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
16 |
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
16 |
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF |
16 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C |
16 |
Financial Advocates Investment Management |
16 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
16 |
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
16 |
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
16 |
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
16 |
Continuum Advisory, LLC |
16 |
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
16 |
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
16 |
DFREX - Dfa Investment Dimensions Group Inc - Dfa Real Estate Securities Portfolio - Institutional Class |
16 |
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
16 |
Shinko Asset Management Co., Ltd. |
16 |
Wedbush Securities Inc |
16 |
Financial Gravity Companies, Inc. |
16 |
Hotchkis & Wiley Capital Management Llc |
16 |
GURAX - GUGGENHEIM FUNDS TRUST - Guggenheim Risk Managed Real Estate Fund A-Class |
16 |
Symphony Asset Management Llc |
16 |
FourThought Financial, LLC |
16 |
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
16 |
Advent Capital Management /de/ |
16 |
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
16 |
RYHRX - RYDEX SERIES FUNDS - Real Estate Fund Class H |
16 |
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
16 |
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
16 |
Vantage Consulting Group Inc |
16 |
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
16 |
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
16 |
ASIHX - American Century Investment Trust - Strategic Income Fund C Class |
16 |
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
16 |
Flagship Harbor Advisors, Llc |
16 |
Forum Funds |
16 |
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
16 |
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
16 |
Caisse De Depot Et Placement Du Quebec |
16 |
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
16 |
Institutional & Family Asset Management, Llc |
16 |
First Personal Financial Services |
16 |
Schubert & Co |
16 |
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
16 |
RYDEX VARIABLE TRUST - Real Estate Fund Variable Annuity |
16 |
Cohen & Steers, Inc. |
16 |
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A |
16 |
Eagle Asset Management Inc |
16 |
Mckinley Capital Management Llc /delaware |
16 |
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
16 |
Capital Guardian Trust Co |
16 |
Fieldpoint Private Securities, LLC |
16 |
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
16 |
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
16 |
Visium Asset Management, LP |
16 |
Tocqueville Asset Management L.p. |
16 |
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
16 |
Signet Financial Management, Llc |
15 |
Cowen And Company, Llc |
15 |
Lee Financial Co |
15 |
MBEQX - M FUND INC - M International Equity Fund |
15 |
Ing Groep Nv |
15 |
Third Avenue Management Llc |
15 |
Bamco Inc /ny/ |
15 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
15 |
Mendota Financial Group, LLC |
15 |
Pine River Capital Management L.P. |
15 |
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
15 |
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
15 |
Truvestments Capital Llc |
15 |
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
15 |
Bogart Wealth, LLC |
15 |
Financial Architects, Inc |
15 |
Avantax Planning Partners, Inc. |
15 |
Palisade Capital Management Llc/nj |
15 |
Concord Wealth Partners |
15 |
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF |
15 |
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
15 |
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
15 |
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
15 |
Pinnacle Summer Investments, Inc. |
15 |
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
15 |
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
15 |
Societe Generale |
15 |
Sei Trust Co |
15 |
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. |
15 |
Jane Street Holding, LLC |
15 |
ROOF - IndexIQ ETF Trust - IQ U.S. Real Estate Small Cap ETF |
15 |
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
15 |
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
15 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
15 |
Westwood Holdings Group Inc |
15 |
Old Mutual Global Investors (UK) Ltd. |
15 |
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
15 |
RIFSX - RUSSELL INVESTMENT FUNDS - Global Real Estate Securities Fund |
15 |
Prudential Plc |
15 |
Dorsey Wright & Associates |
15 |
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
15 |
Lido Advisors, LLC |
15 |
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
15 |
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
15 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
15 |
Highlander Capital Management, LLC |
15 |
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
15 |
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
15 |
New Mexico Educational Retirement Board |
15 |
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
15 |
Itau Unibanco Holding S.A. |
15 |
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
15 |
Gts Securities Llc |
15 |
Cbre Clarion Global Real Estate Income Fund |
15 |
Duncker Streett & Co Inc |
15 |
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
15 |
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
15 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
15 |
Carlson Capital L P |
15 |
Venture Visionary Partners LLC |
15 |
Pnc Funds |
15 |
Checchi Capital Advisers, LLC |
15 |
Omnia Family Wealth, LLC |
15 |
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
15 |
Mfs Charter Income Trust |
15 |
Kestra Advisory Services, LLC |
15 |
AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
15 |
Jackson Creek Investment Advisors LLC |
15 |
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
15 |
BlueMar Capital Management, LLC |
15 |
RRESX - RUSSELL INVESTMENT CO - Global Real Estate Securities Fund Class S |
15 |
Shelton Capital Management |
15 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
15 |
Citizens Financial Group Inc/ri |
15 |
Savant Capital, LLC |
15 |
JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
15 |
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
15 |
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
15 |
VCSVX - VALIC Co II - Small Cap Value Fund |
15 |
DFGR - Dimensional ETF Trust - Dimensional Global Real Estate ETF |
15 |
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
15 |
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
15 |
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
15 |
Easterly Investment Partners Llc |
15 |
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
15 |
RDOG - ALPS ETF Trust - ALPS REIT Dividend Dogs ETF |
15 |
Uniplan Investment Counsel, Inc. |
15 |
Six Circles Trust - Six Circles Global Bond Fund |
15 |
ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
15 |
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF |
15 |
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
15 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
15 |
Brinker Capital Inc |
15 |
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
15 |
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
15 |
Zebra Capital Management LLC |
15 |
Seven Eight Capital, Lp |
15 |
FineMark National Bank & Trust |
15 |
Meiji Yasuda Asset Management Co Ltd. |
15 |
Echo Street Capital Management LLC |
15 |
CenterStar Asset Management, LLC |
15 |
ICRNX - Voya INVESTORS TRUST - VY(R) Clarion Global Real Estate Portfolio Class ADV |
15 |
Baystate Wealth Management LLC |
15 |
SCHH - SCHWAB STRATEGIC TRUST - Schwab U.S. REIT ETF |
15 |
Crestline Management, LP |
15 |
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
15 |
Zions Bancorporation, N.A. |
15 |
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
15 |
Diversified Trust Co |
15 |
Bartlett & Co. LLC |
15 |
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
15 |
J. Goldman & Co LP |
15 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
15 |
CWM Advisors, LLC |
15 |
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF |
14 |
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
14 |
Integrated Wealth Concepts LLC |
14 |
Bluefin Trading, LLC |
14 |
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
14 |
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
14 |
Zimmer Partners, LP |
14 |
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB |
14 |
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF |
14 |
Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
14 |
First Allied Advisory Services, Inc. |
14 |
Water Island Capital Llc |
14 |
WTRE - WisdomTree Trust - WisdomTree Global ex-U.S. Real Estate Fund N/A |
14 |
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
14 |
Keebeck Alpha, LP |
14 |
Highland Capital Management Lp |
14 |
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
14 |
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
14 |
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
14 |
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I |
14 |
Soros Fund Management Llc |
14 |
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
14 |
Jpmorgan Trust Iii |
14 |
Virtus Investment Advisers, Inc. |
14 |
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
14 |
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
14 |
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
14 |
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
14 |
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
14 |
Capula Management Ltd |
14 |
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
14 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
14 |
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
14 |
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
14 |
Daiwa Capital Markets America Inc. |
14 |
Mfs Multimarket Income Trust |
14 |
USA Financial Portformulas Corp |
14 |
Arkadios Wealth Advisors |
14 |
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
14 |
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
14 |
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
14 |
Boston Advisors Llc |
14 |
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
14 |
AVRE - AMERICAN CENTURY ETF TRUST - Avantis Real Estate ETF |
14 |
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
14 |
Susquehanna Portfolio Strategies, LLC |
14 |
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares |
14 |
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
14 |
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
14 |
Washington Trust Bank |
14 |
Riverhead Capital Management Llc |
14 |
Kistler-Tiffany Companies, LLC |
14 |
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
14 |
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
14 |
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
14 |
Sanctuary Wealth Advisors, LLC |
14 |
Bridgewater Associates, LP |
14 |
Golden State Wealth Management, LLC |
14 |
Capital Growth Management Lp |
14 |
Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
14 |
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A |
14 |
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
14 |
BNP Paribas Investment Partners S.A. |
14 |
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
14 |
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
14 |
SOUTH STATE Corp |
14 |
Humankind Benefit Corp - Humankind US Stock ETF |
14 |
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
14 |
SAC Capital Advisors LP |
14 |
BPTRX - BARON SELECT FUNDS - Baron Partners Fund |
14 |
BerganKDV Wealth Management, LLC |
14 |
FinTrust Capital Advisors, LLC |
14 |
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
14 |
Penn Capital Management Co Inc |
14 |
Chicago Partners Investment Group LLC |
14 |
VGREX - VALIC Co I - GLOBAL REAL ESTATE FUND |
14 |
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
14 |
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
14 |
Colony Group, LLC |
14 |
Basso Capital Management, L.p. |
14 |
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
14 |
Total Income (plus) Real Estate Fund |
14 |
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
14 |
Clear Harbor Asset Management, LLC |
14 |
Fortitude Advisory Group L.L.C. |
14 |
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
14 |
Disciplined Investments, LLC |
14 |
Kempen Capital Management N.v. |
14 |
Delpha Capital Management, Llc |
14 |
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
14 |
Qrg Capital Management, Inc. |
14 |
General Motors Investment Management Corp |
14 |
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF |
14 |
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
14 |
RBB FUND, INC. - Aquarius International Fund |
14 |
DAACX - Adviser Managed Trust - Diversified Equity Fund |
14 |
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
14 |
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF |
14 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
14 |
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
14 |
Lighthouse Investment Partners, LLC |
14 |
Barrow Hanley Mewhinney & Strauss Llc |
14 |
Csenge Advisory Group |
14 |
Nuveen S&p 500 Dynamic Overwrite Fund |
14 |
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
14 |
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
14 |
Capstone Asset Management Co |
14 |
Chilton Capital Management Llc |
14 |
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
14 |
Elkfork Partners LLC |
14 |
Alera Investment Advisors, LLC |
14 |
Resources Investment Advisors, LLC. |
14 |
Ontario Teachers Pension Plan Board |
14 |
Barings Llc |
14 |
EHLS - Tidal Trust II - Even Herd Long Short ETF |
14 |
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
14 |
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class |
14 |
Beryl Capital Management LLC |
14 |
Pendal Group Ltd |
14 |
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A |
14 |
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
14 |
I.g. Investment Management, Ltd. |
14 |
Innealta Capital, Llc |
14 |
Coppell Advisory Solutions LLC |
14 |
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
14 |
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
14 |
Wiley Bros.-aintree Capital, Llc |
14 |
Lenox Wealth Advisors, LLC |
14 |
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund |
14 |
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
14 |
Diametric Capital, LP |
14 |
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF |
14 |
WPS - iSHARES TRUST - iShares International Developed Property ETF |
14 |
361 Capital Llc |
14 |
Fort Washington Investment Advisors Inc /oh/ |
14 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
14 |
Townsquare Capital Llc |
14 |
Paces Ferry Wealth Advisors, Llc |
14 |
Oaktree Capital Management Lp |
14 |
Absolute Return Capital, LLC |
14 |
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
14 |
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
14 |
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L |
14 |
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
14 |
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
14 |
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N |
14 |
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
14 |
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
14 |
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
14 |
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
14 |
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L |
14 |
SA FUNDS INVESTMENT TRUST - SA Real Estate Securities Fund |
14 |
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
14 |
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L |
14 |
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund |
14 |
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
14 |
Crewe Advisors LLC |
14 |
Pentwater Capital Management LP |
14 |
Oppenheimer Quest For Value Funds |
14 |
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
13 |
Cantor Fitzgerald, L. P. |
13 |
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
13 |
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
13 |
nVerses Capital, LLC |
13 |
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
13 |
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
13 |
Kayne Anderson Rudnick Investment Management Llc |
13 |
Apollo Management Holdings, L.P. |
13 |
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
13 |
Toth Financial Advisory Corp |
13 |
Smithfield Trust Co |
13 |
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
13 |
Parametrica Management Ltd |
13 |
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
13 |
Steward Financial Group LLC |
13 |
Neuberger Berman Real Estate Securities Income Fund Inc |
13 |
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
13 |
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
13 |
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
13 |
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A |
13 |
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
13 |
Snow Park Capital Partners, LP |
13 |
Eaton Vance Ltd Duration Income Fund |
13 |
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
13 |
Annis Gardner Whiting Capital Advisors, LLC |
13 |
MXREX - GREAT-WEST FUNDS INC - Great-West Real Estate Index Fund Investor Class |
13 |
SGPIX - Profunds - Small-cap Growth Profund Investor Class |
13 |
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
13 |
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
13 |
MGETX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Real Estate Portfolio Class II |
13 |
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
13 |
Orinda Asset Management LLC |
13 |
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
13 |
Royce Value Trust Inc |
13 |
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. |
13 |
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
13 |
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund |
13 |
Allstate Corp |
13 |
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
13 |
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
13 |
Capital World Investors |
13 |
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
13 |
Campbell Multi-strategy Trust |
13 |
DLD Asset Management, LP |
13 |
Blackrock Core Bond Trust |
13 |
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
13 |
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
13 |
Brighthouse Funds Trust I - Clarion Global Real Estate Portfolio Class A |
13 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
13 |
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I |
13 |
Old Mutual Customised Solutions (proprietary) Ltd |
13 |
Cornerstone Investment Partners, LLC |
13 |
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
13 |
Westside Investment Management, Inc. |
13 |
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
13 |
RIET - ETF Series Solutions - Hoya Capital High Dividend Yield ETF |
13 |
Edge Wealth Management LLC |
13 |
San Francisco Sentry Investment Group (ca) |
13 |
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
13 |
Vivaldi Capital Management, LLC |
13 |
Profunds - Profund Vp Small-cap Growth |
13 |
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF |
13 |
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares |
13 |
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A |
13 |
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
13 |
RWR - SPDR SERIES TRUST - SPDR(R) Dow Jones REIT ETF |
13 |
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
13 |
Sanctuary Advisors, LLC |
13 |
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
13 |
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
13 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
13 |
Ritholtz Wealth Management |
13 |
V3 Capital Management, L.P. |
13 |
Navellier & Associates Inc |
13 |
IREAX - IVY FUNDS - Ivy LaSalle Global Real Estate Fund Class A |
13 |
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
13 |
Focused Wealth Management, Inc |
13 |
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF |
13 |
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF |
13 |
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
13 |
CAPROCK Group, Inc. |
13 |
Wealthcare Capital Management Llc |
13 |
Jacobi Capital Management LLC |
13 |
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
13 |
Ashton Thomas Private Wealth, LLC |
13 |
HighVista Strategies LLC |
13 |
Taconic Capital Advisors LP |
13 |
Leap Investments Lp |
13 |
Redpoint Investment Management Pty Ltd |
13 |
Blackrock Multi-sector Income Trust |
13 |
Forward Management, LLC |
13 |
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
13 |
Nissay Asset Management Corp /japan/ /adv |
13 |
New England Securities Corp /MA/ |
13 |
Regal Investment Advisors LLC |
13 |
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
13 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
13 |
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
13 |
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
13 |
Resona Asset Management Co.,Ltd. |
13 |
MRLAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Real Estate Portfolio Class I |
13 |
Transamerica Partners Funds Group Ii |
13 |
VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
13 |
Hexagon Capital Partners LLC |
13 |
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
13 |
Coastal Investment Advisors, Inc. |
13 |
Merit Financial Group, LLC |
13 |
IFM Investors Pty Ltd |
13 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
13 |
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
13 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
13 |
Blackstone Group Inc |
13 |
Diversified Real Asset Income Fund |
13 |
Fisher Asset Management, LLC |
13 |
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
13 |
FNY Managed Accounts LLC |
13 |
Wells Fargo Global Dividend Opportunity Fund |
13 |
Hutchin Hill Capital, LP |
13 |
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV |
13 |
Scotia Capital Inc. |
13 |
SJS Investment Consulting Inc. |
13 |
Exane Derivatives |
13 |
VTL Associates, LLC |
13 |
FIRAX - FIDELITY SELECT PORTFOLIOS - Fidelity International Real Estate Fund Fidelity Advisor International Real Estate Fund: Class A |
13 |
Prime Capital Investment Advisors, LLC |
13 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
13 |
Lombard Odier Asset Management (USA) Corp |
13 |
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
13 |
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
13 |
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A |
13 |
Renaissance Group Llc |
13 |
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
13 |
GV Financial Advisors |
13 |
Neo Ivy Capital Management |
13 |
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
13 |
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
13 |
GARJX - GOLDMAN SACHS TRUST - Goldman Sachs Global Real Estate Securities Fund Investor Shares |
13 |
Fred Alger Management, Llc |
13 |
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
13 |
ANREX - American Century Capital Portfolios Inc - Nt Global Real Estate Fund Investor Class |
13 |
T. Rowe Price Investment Management, Inc. |
13 |
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
13 |
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
13 |
Hm Payson & Co |
13 |
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
13 |
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
13 |
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
13 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
13 |
Bogle Investment Management L P /de/ |
13 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
13 |
Tcw Strategic Income Fund Inc |
13 |
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
13 |
1st Global Advisors, Inc. |
13 |
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
13 |
683 Capital Management, LLC |
13 |
Atria Wealth Solutions, Inc. |
13 |
U.S. Capital Wealth Advisors, LLC |
13 |
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
13 |
Carmichael Hill & Associates, Inc. |
13 |
Contravisory Investment Management, Inc. |
13 |
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
13 |
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A |
12 |
Airain ltd |
12 |
URTH - iShares, Inc. - iShares MSCI World ETF |
12 |
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
12 |
IFGL - iSHARES TRUST - iShares International Developed Real Estate ETF |
12 |
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A |
12 |
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
12 |
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
12 |
Longfellow Investment Management Co Llc |
12 |
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
12 |
ASRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Global Real Estate Income Fund CLASS A |
12 |
ADVANCED SERIES TRUST - AST Cohen & Steers Global Realty Portfolio |
12 |
Perpetual Ltd |
12 |
Glen Harbor Capital Management LLC |
12 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
12 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
12 |
Meadow Creek Investment Management LLC |
12 |
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
12 |
RMR Advisors LLC |
12 |
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
12 |
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
12 |
Pimco Corporate & Income Opportunity Fund |
12 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
12 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
12 |
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
12 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
12 |
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
12 |
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF |
12 |
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A |
12 |
Mycio Wealth Partners, Llc |
12 |
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
12 |
JIHDX - John Hancock Funds II - High Yield Fund Class 1 |
12 |
AlphaMark Advisors, LLC |
12 |
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
12 |
State Of Michigan Retirement System |
12 |
Horizon Kinetics Asset Management Llc |
12 |
Hanseatic Management Services Inc |
12 |
Shaolin Capital Management LLC |
12 |
Next Financial Holdings |
12 |
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class |
12 |
Quest Capital Management Inc /adv |
12 |
GW&K Investment Management, LLC |
12 |
Chevy Chase Trust Holdings, Inc. |
12 |
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 |
12 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Real Estate Fund Class I |
12 |
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
12 |
JERAX - JANUS INVESTMENT FUND - Janus Henderson Global Real Estate Fund Class A |
12 |
Pensionfund DSM Netherlands |
12 |
Pensionfund Sabic |
12 |
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares |
12 |
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
12 |
Moody National Bank Trust Division |
12 |
Rsm Us Wealth Management Llc |
12 |
Silvercrest Asset Management Group Llc |
12 |
Motco |
12 |
Bleakley Financial Group, LLC |
12 |
Baldwin Brothers Inc/ma |
12 |
ArrowMark Colorado Holdings LLC |
12 |
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF |
12 |
MCF Advisors LLC |
12 |
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares |
12 |
PREAX - PACE SELECT ADVISORS TRUST - PACE Global Real Estate Securities Investments Class A |
12 |
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
12 |
Castleview Partners, Llc |
12 |
Montag A & Associates Inc |
12 |
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
12 |
Brewin Dolphin Ltd |
12 |
Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
12 |
Schechter Investment Advisors, LLC |
12 |
J.w. Cole Advisors, Inc. |
12 |
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
12 |
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
12 |
Usca Ria Llc |
12 |
Tibra Equities Europe Ltd |
12 |
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
12 |
OIOAX - RBB FUND, INC. - Orinda Income Opportunities Fund Class A |
12 |
Yakira Capital Management, Inc. |
12 |
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
12 |
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
12 |
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
12 |
Wbi Investments, Inc. |
12 |
DiNuzzo Private Wealth, Inc. |
12 |
Dynamic Technology Lab Pte Ltd |
12 |
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
12 |
FJ Capital Management LLC |
12 |
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
12 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Real Estate Securities VP Initial |
12 |
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
12 |
Harel Insurance Investments & Financial Services Ltd. |
12 |
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
12 |
TENOR CAPITAL MANAGEMENT Co., L.P. |
12 |
First Citizens Bank & Trust Co |
12 |
DFAR - Dimensional ETF Trust - Dimensional US Real Estate ETF |
12 |
Bartlett & Co. Wealth Management Llc |
12 |
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
12 |
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
12 |
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
12 |
Virginia Retirement System |
12 |
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
12 |
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
12 |
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
12 |
PENN SERIES FUNDS INC - Developed International Index Fund |
12 |
Asset Dedication, LLC |
12 |
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
12 |
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
12 |
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
12 |
Blackrock Credit Allocation Income Trust |
12 |
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
12 |
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
12 |
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
12 |
Nuveen Multi-Asset Income Fund |
12 |
Gratia Capital, Llc |
12 |
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares |
12 |
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
12 |
Raleigh Capital Management Inc. |
12 |
Advisors Preferred, LLC |
12 |
Invictus RG Pte. Ltd. |
12 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 |
12 |
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I |
12 |
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
12 |
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
12 |
Metis Global Partners, LLC |
12 |
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF |
12 |
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF |
12 |
Angelo Gordon & Co., L.p. |
12 |
Harbor Investment Advisory, Llc |
12 |
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
12 |
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
12 |
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund |
12 |
Cassady Schiller Wealth Management, LLC |
12 |
Greenleaf Trust |
12 |
THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A |
12 |
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A |
12 |
Analytic Investors, LLC |
12 |
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M |
12 |
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
12 |
BLDG - Cambria ETF Trust - Cambria Global Real Estate ETF |
12 |
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares |
12 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Real Estate Fund Standard Class |
12 |
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
12 |
Nicholas Investment Partners, LP |
12 |
Transamerica Partners Funds Group |
12 |
Senvest Management, LLC |
12 |
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
12 |
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF |
12 |
Transamerica Partners Portfolios |
12 |
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
12 |
Perigon Wealth Management, LLC |
12 |
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A |
12 |
MERVX - MERGER FUND VL - The Merger Fund VL |
12 |
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
12 |
Caldwell Securities, Inc |
12 |
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
12 |
Westfield Capital Management Co Lp |
12 |
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio |
12 |
RMB Capital Management, LLC |
12 |
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
12 |
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
12 |
Cbre Clarion Securities Llc |
12 |
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
12 |
Wealthcare Advisory Partners LLC |
12 |
Harbour Capital Advisors, LLC |
12 |
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A |
12 |
TRGRX - T. Rowe Price Global Real Estate Fund, Inc. - T. Rowe Price Global Real Estate Fund, Inc. |
12 |
IRFAX - Cohen & Steers International Realty Fund, Inc. - Cohen & Steers International Realty Fund, Inc. Class A |
12 |
Front Row Advisors LLC |
12 |
Activest Wealth Management |
12 |
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
12 |
Kepos Capital LP |
12 |
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
12 |
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
12 |
AGF Investments LLC |
12 |
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
12 |
GPS Wealth Strategies Group, LLC |
12 |
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class |
12 |
Counterpoint Mutual Funds LLC |
12 |
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
12 |
Childress Capital Advisors, Llc |
12 |
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
12 |
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF |
12 |
Colonial Trust Advisors |
12 |
ICVT - iSHARES TRUST - iShares Convertible Bond ETF |
12 |
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
12 |
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF |
11 |
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
11 |
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
11 |
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
11 |
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
11 |
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
11 |
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
11 |
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
11 |
Delaware Enhanced Global Dividend & Income Fund |
11 |
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
11 |
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class |
11 |
Alpha Windward Llc |
11 |
Gillson Capital LP |
11 |
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
11 |
Treasurer of the State of North Carolina |
11 |
Institute for Wealth Management, LLC. |
11 |
Acap Strategic Fund |
11 |
Quantitative Investment Management, LLC |
11 |
Tradition Wealth Management, LLC |
11 |
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
11 |
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
11 |
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
11 |
Carolinas Wealth Consulting Llc |
11 |
BBVA USA Bancshares, Inc. |
11 |
Axq Capital, Lp |
11 |
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
11 |
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
11 |
Sageworth Trust Co |
11 |
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
11 |
Vision Capital Corp |
11 |
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
11 |
Beacon Pointe Advisors, LLC |
11 |
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
11 |
Bbva Usa |
11 |
Advisor Partners Ii, Llc |
11 |
Hartford Series Fund Inc |
11 |
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
11 |
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
11 |
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF |
11 |
Scientech Research LLC |
11 |
Luxor Capital Group, LP |
11 |
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
11 |
JARIX - James Alpha Funds Trust - James Alpha Global Real Estate Investments Fund Class I |
11 |
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF |
11 |
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 |
11 |
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional |
11 |
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
11 |
Freestone Grove Partners LP |
11 |
Wealthfront Advisers Llc |
11 |
Mraz, Amerine & Associates, Inc. |
11 |
Rialto Wealth Management, LLC |
11 |
Sachetta, LLC |
11 |
Hartford Investment Management Co |
11 |
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
11 |
Wagner Wealth Management, Llc |
11 |
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares |
11 |
Optimum Investment Advisors |
11 |
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
11 |
Planning Capital Management Corp |
11 |
Bbr Partners, Llc |
11 |
Highland Capital Management Fund Advisors, L.p. |
11 |
Vontobel Holding Ltd. |
11 |
Joel Isaacson & Co., LLC |
11 |
Cambridge Trust Co |
11 |
McIlrath & Eck, LLC |
11 |
Jump Trading, Llc |
11 |
Piermont Capital Management LLC |
11 |
Red Tortoise LLC |
11 |
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L |
11 |
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
11 |
VCSBX - VALIC Co II - Strategic Bond Fund |
11 |
CVA Family Office, LLC |
11 |
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund |
11 |
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
11 |
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund |
11 |
Calamos Long/Short Equity & Dynamic Income Trust |
11 |
Parkwood LLC |
11 |
Blackrock Floating Rate Income Strategies Fund, Inc. |
11 |
TGREX - TCW FUNDS INC - TCW Global Real Estate Fund Class I |
11 |
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund |
11 |
Blackrock Floating Rate Income Trust |
11 |
TCW ETF Trust - TCW Flexible Income ETF |
11 |
Cvi Holdings, Llc |
11 |
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund |
11 |
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
11 |
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class |
11 |
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB |
11 |
STXK - EA Series Trust - Strive Small-Cap ETF |
11 |
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF |
11 |
Intrinsic Edge Capital Management LLC |
11 |
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A |
11 |
Capital Bank & Trust Co |
11 |
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
11 |
Chartwell Investment Partners, Llc |
11 |
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
11 |
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
11 |
Bb&t Investment Services, Inc. |
11 |
Mount Yale Investment Advisors, LLC |
11 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
11 |
Land & Buildings Investment Management, LLC |
11 |
American National Bank |
11 |
CX Institutional |
11 |
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
11 |
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
11 |
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
11 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 |
11 |
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
11 |
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
11 |
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF |
11 |
Private Management Group Inc |
11 |
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
11 |
Prescott Group Capital Management, L.l.c. |
11 |
REAI - Tidal ETF Trust - Private Real Estate Strategy via Liquid REITs ETF |
11 |
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
11 |
Relative Value Fund |
11 |
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
11 |
Placemark Investments, Inc. |
11 |
Jaffetilchin Investment Partners, LLC |
11 |
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF |
11 |
Liberty Wealth Management Llc |
11 |
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
11 |
Peak6 Llc |
11 |
CSEIX - COHEN & STEERS REAL ESTATE SECURITIES FUND INC - Cohen & Steers Real Estate Securities Fund Class A |
11 |
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
11 |
Oak Thistle LLC |
11 |
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
11 |
Albion Financial Group /ut |
11 |
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
11 |
Park Avenue Securities Llc |
11 |
Cohen & Steers Real Estate Opportunities & Income Fund |
11 |
IMC-Chicago, LLC |
11 |
Investors Research Corp |
11 |
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
11 |
Kerrisdale Advisers, LLC |
11 |
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
11 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
11 |
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
11 |
Adage Capital Partners Gp, L.l.c. |
11 |
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
11 |
Anchor Investment Management, LLC |
11 |
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
11 |
GEM Realty Capital |
11 |
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
11 |
Zions Bancorporation |
11 |
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
11 |
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
11 |
IBM Retirement Fund |
11 |
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
11 |
Stone Ridge Asset Management LLC |
11 |
AHL Partners LLP |
11 |
Advisory Research Inc |
11 |
Ballentine Partners, LLC |
11 |
Monarch Partners Asset Management LLC |
11 |
Gf Fund Management Co. Ltd. |
11 |
Cable Hill Partners, LLC |
11 |
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
11 |
ClearAlpha Technologies LP |
11 |
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
11 |
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
11 |
Northwestern Mutual Investment Management Company, Llc |
11 |
CWA Asset Management Group, LLC |
11 |
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
11 |
Tsfg, Llc |
11 |
Colony Group Llc |
11 |
Raymond James Trust N.a. |
11 |
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
11 |
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class |
11 |
Hollencrest Capital Management |
11 |
Empyrean Capital Partners, LP |
11 |
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y |
11 |
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
11 |
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class |
11 |
Envestnet Portfolio Solutions, Inc. |
11 |
Pineridge Advisors LLC |
11 |
FREAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Estate Securities Fund Class A |
11 |
Bellwether Investment Group, LLC |
11 |
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I |
11 |
Mizuho Securities Usa Llc |
11 |
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
11 |
Emerald Advisers, Llc |
11 |
FWRAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Global Real Estate Fund Class A |
11 |
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
11 |
Phocas Financial Corp. |
11 |
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
11 |
Comerica Securities,inc. |
11 |
Copeland Capital Management, LLC |
11 |
Alpine Series Trust |
11 |
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
11 |
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
11 |
Dubuque Bank & Trust Co |
11 |
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
11 |
Lombard Odier Asset Management (Switzerland) SA |
11 |
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
11 |
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class |
11 |
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF |
11 |
Fortem Financial Group, Llc |
11 |
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
11 |
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
11 |
Amica Mutual Insurance Co |
11 |
Bfsg, Llc |
11 |
Saba Capital Management, L.P. |
11 |
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class |
11 |
River Road Asset Management, LLC |
11 |
PPTY - ETF Series Solutions - PPTY - U.S. Diversified Real Estate ETF |
11 |
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
11 |
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
11 |
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A |
11 |
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
11 |
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
11 |
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
11 |
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
11 |
City National Bank |
10 |
WealthPLAN Partners, LLC |
10 |
LGT Financial Advisors LLC |
10 |
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A |
10 |
Schonfeld Group Holdings LLC |
10 |
AXS Investments LLC |
10 |
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
10 |
Tortoise Investment Management, LLC |
10 |
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
10 |
Clear Street Llc |
10 |
Clearline Capital LP |
10 |
Segall Bryant & Hamill, Llc |
10 |
Aew Capital Management L P |
10 |
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
10 |
Plato Investment Management Ltd |
10 |
New Age Alpha Advisors, LLC |
10 |
Boston Trust Walden Corp |
10 |
Polymer Capital Management (US) LLC |
10 |
Kore Private Wealth LLC |
10 |
NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
10 |
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
10 |
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
10 |
Fortress Investment Group LLC |
10 |
Strategic Investment Solutions, Inc. /IL |
10 |
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
10 |
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
10 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
10 |
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF |
10 |
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
10 |
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 |
10 |
Ausdal Financial Partners, Inc. |
10 |
Telemus Capital, Llc |
10 |
Cadence Capital Management Llc |
10 |
John Hancock Hedged Equity & Income Fund |
10 |
Ramsey Quantitative Systems |
10 |
Transce3nd, LLC |
10 |
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
10 |
Portolan Capital Management, LLC |
10 |
JAJMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Real Estate Securities Trust NAV |
10 |
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio |
10 |
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF |
10 |
Sierra Ocean, Llc |
10 |
GUMAX - GUGGENHEIM FUNDS TRUST - Guggenheim Market Neutral Real Estate Fund Class A |
10 |
EMG Holdings, L.P. |
10 |
Retirement Systems of Alabama |
10 |
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund |
10 |
Horizon Kinetics LLC |
10 |
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A |
10 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio |
10 |
Granite Investment Partners, LLC |
10 |
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
10 |
Cohen & Steers Global Income Builder, Inc |
10 |
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
10 |
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF |
10 |
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
10 |
Stonebridge Capital Advisors LLC |
10 |
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF |
10 |
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
10 |
URE - PROSHARES TRUST - ProShares Ultra Real Estate |
10 |
Mint Tower Capital Management B.V. |
10 |
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
10 |
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
10 |
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
10 |
Wolff Wiese Magana Llc |
10 |
Cohen & Steers Reit & Preferred Income Fund Inc |
10 |
PURCX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM GLOBAL REAL ESTATE FUND Class C |
10 |
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF |
10 |
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
10 |
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF |
10 |
Wells Fargo Multi-sector Income Fund |
10 |
Advanced Series Trust - Ast International Growth Portfolio |
10 |
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF |
10 |
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A |
10 |
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
10 |
Peregrine Capital Management Llc |
10 |
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
10 |
Intrust Bank Na |
10 |
Pimco Strategic Income Fund, Inc |
10 |
M&g Investment Management Ltd |
10 |
High Note Wealth, LLC |
10 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
10 |
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
10 |
Accurate Wealth Management, LLC |
10 |
Bulldog Investors, LLP |
10 |
Exos Asset Management LLC |
10 |
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
10 |
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A |
10 |
Simon Quick Advisors, Llc |
10 |
Eagle Bay Advisors LLC |
10 |
Ghisallo Capital Management LLC |
10 |
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
10 |
Tradewinds Capital Management, LLC |
10 |
Advantage Investment Management, Llc |
10 |
Principal Real Estate Income Fund |
10 |
MYDA Advisors LLC |
10 |
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
10 |
Nuveen Real Estate Income Fund |
10 |
Colony Capital, Inc. |
10 |
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
10 |
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
10 |
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
10 |
Arrow Investment Advisors, LLC |
10 |
Usaa Etf Trust |
10 |
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
10 |
First Capital Advisors Group, LLC. |
10 |
Sageworth Trust Co of South Dakota |
10 |
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF |
10 |
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
10 |
First Foundation Advisors |
10 |
Calamos Wealth Management LLC |
10 |
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
10 |
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
10 |
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund |
10 |
Global Endowment Management, LP |
10 |
EAM Global Investors LLC |
10 |
Matarin Capital Management, LLC |
10 |
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class |
10 |
Readystate Asset Management Lp |
10 |
Ssi Investment Management Llc |
10 |
Bruce G. Allen Investments, LLC |
10 |
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
10 |
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares |
10 |
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
10 |
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
10 |
Winfield Associates, Inc. |
10 |
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio |
10 |
Aptus Capital Advisors, LLC |
10 |
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
10 |
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
10 |
Valley National Advisers Inc |
10 |
Centerpoint Advisors, LLC |
10 |
Nachman Norwood & Parrott, Inc |
10 |
Northwest & Ethical Investments L.P. |
10 |
Cowen Group, Inc. |
10 |
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
10 |
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
10 |
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
10 |
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF |
10 |
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
10 |
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
10 |
EP Wealth Advisors, Inc. |
10 |
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 |
10 |
Fort Baker Capital Management LP |
10 |
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF |
10 |
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares |
10 |
RRGAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Global Real Estate Securities Fund Class A |
10 |
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
10 |
Spirit Of America Management Corp/ny |
10 |
Enlightenment Research, LLC |
10 |
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
10 |
Timber Hill LLC |
10 |
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
10 |
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF |
10 |
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund |
10 |
Amica Retiree Medical Trust |
10 |
Turner Investments, L.p. |
10 |
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
10 |
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
10 |
Tucker Asset Management Llc |
10 |
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% |
10 |
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
10 |
Koch Industries Inc |
10 |
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF |
10 |
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
10 |
TAREX - THIRD AVENUE TRUST - THIRD AVENUE REAL ESTATE VALUE FUND Institutional Class |
10 |
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I |
10 |
Nair Vinay |
10 |
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
10 |
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
10 |
Commerzbank Aktiengesellschaft /fi |
10 |
NewEdge Wealth, LLC |
10 |
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
10 |
Moneta Group Investment Advisors Llc |
10 |
HB Wealth Management, LLC |
10 |
Edmond De Rothschild Holding S.a. |
10 |
IWIN - Amplify ETF Trust - Amplify Inflation Fighter ETF |
10 |
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
10 |
Key FInancial Inc |
10 |
Tompkins Financial Corp |
10 |
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A |
10 |
Capital Impact Advisors, LLC |
10 |
EJF Capital LLC |
10 |
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares |
10 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
10 |
Boston Private Bank & Trust Co |
10 |
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
10 |
Bare Financial Services, Inc |
10 |
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class |
10 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II |
10 |
Global Financial Private Client, LLC |
10 |
FNPIX - Profunds - Financials Ultrasector Profund Investor Class |
10 |
Mv Capital Management, Inc. |
10 |
GLG Partners LP |
10 |
Callan Family Office, LLC |
10 |
Kestra Investment Management, LLC |
10 |
IYR - iSHARES TRUST - iShares U.S. Real Estate ETF |
10 |
Glen Eagle Advisors, LLC |
10 |
TCTC Holdings, LLC |
10 |
BI Asset Management Fondsmaeglerselskab A/S |
10 |
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
10 |
Avalon Advisors, Llc |
10 |
Oasis Management Co Ltd. |
10 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
10 |
UYG - PROSHARES TRUST - ProShares Ultra Financials |
10 |
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
10 |
Cordant, Inc. |
10 |
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
10 |
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
10 |
Erste Asset Management GmbH |
10 |
Alpine Associates Management Inc. |
10 |
BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund |
10 |
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
10 |
Hughes Financial Services, LLC |
10 |
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
10 |
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class |
10 |
King Luther Capital Management Corp |
10 |
WealthCollab, LLC |
10 |
EA Series Trust |
10 |
Advantage Advisers Xanthus Fund, L.l.c. |
10 |
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
10 |
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I |
10 |
Sigma Planning Corp |
10 |
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
10 |
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
10 |
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
10 |
XHYF - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Financial & REIT Sector ETF |
10 |
FIDELITY ADVISOR SERIES I - Fidelity Real Estate High Income Fund |
10 |
XHYC - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF |
10 |
Loeb Partners Corp |
10 |
PenderFund Capital Management Ltd. |
10 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
10 |
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
10 |
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
10 |
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
10 |
REPIX - Profunds - Real Estate Ultrasector Profund Investor Class |
10 |
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares |
10 |
Associated Banc-corp |
10 |
Commerce Bank |
10 |
Portside Wealth Group, LLC |
10 |
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
10 |
Special Opportunities Fund, Inc. |
10 |
CenterStar Fund, LLC |
10 |
CRED - Columbia ETF Trust I - Columbia Research Enhanced Real Estate ETF |
10 |
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
10 |
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class |
10 |
Westchester Capital Management, LLC |
10 |
BLRCX - Brookfield Investment Funds - Brookfield Global Listed Real Estate Fund Class C |
10 |
Kohlberg Kravis Roberts & Co. L.P. |
10 |
40 North Management LLC |
10 |
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
10 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
10 |
Profunds - Profund Vp Real Estate |
10 |
Profunds - Profund Vp Financials |
10 |
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
9 |
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio |
9 |
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
9 |
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
9 |
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
9 |
TRUE Private Wealth Advisors |
9 |
MGLAX - MFS SERIES TRUST XIII - MFS Global Real Estate Fund A |
9 |
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares |
9 |
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
9 |
Affinity Investment Advisors, Llc |
9 |
BTC Capital Management, Inc. |
9 |
Worth Venture Partners, LLC |
9 |
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares |
9 |
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF |
9 |
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class |
9 |
Frazier Financial Advisors, LLC |
9 |
Knights of Columbus Asset Advisors LLC |
9 |
BTG Pactual Global Asset Management Ltd |
9 |
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
9 |
Pinz Capital Management, LP |
9 |
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
9 |
Gabelli Equity Trust Inc |
9 |
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
9 |
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares |
9 |
Buckingham Strategic Wealth, Llc |
9 |
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class |
9 |
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
9 |
Dana Investment Advisors, Inc. |
9 |
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 |
9 |
StoneX Group Inc. |
9 |
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
9 |
POSAX - PRINCIPAL FUNDS INC - Global Real Estate Securities Fund Class A |
9 |
Kapitalo Investimentos Ltda |
9 |
WPG Advisers, LLC |
9 |
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
9 |
Cowen Investment Management LLC |
9 |
Pacitti Group Inc. |
9 |
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV |
9 |
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K |
9 |
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
9 |
Kovack Advisors, Inc. |
9 |
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
9 |
Schwartz Investment Counsel Inc |
9 |
Sanders Morris Harris Llc |
9 |
Global Opportunities Portfolio - Global Opportunities Portfolio |
9 |
RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
9 |
Neuberger Berman High Yield Strategies Fund Inc. |
9 |
Philadelphia Financial Management of San Francisco, LLC |
9 |
Creekmur Asset Management LLC |
9 |
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
9 |
Cornerstone Wealth Management, LLC |
9 |
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
9 |
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I |
9 |
Joseph P. Lucia & Associates, LLC |
9 |
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund |
9 |
Migdal Insurance & Financial Holdings Ltd. |
9 |
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
9 |
TIG Advisors, LLC |
9 |
Wells Fargo Income Opportunities Fund |
9 |
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
9 |
DRLAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Global Real Estate Securities Fund Class A |
9 |
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
9 |
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II |
9 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
9 |
KCRIX - Advisors' Inner Circle Fund III - Knights Of Columbus Global Real Estate Fund I Shares |
9 |
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
9 |
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
9 |
Teton Advisors, Inc. |
9 |
CastleKnight Management LP |
9 |
Griffin Institutional Access Real Estate Fund |
9 |
Coppell Advisory Solutions Corp. |
9 |
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
9 |
PCJ Investment Counsel Ltd. |
9 |
Alphasimplex Group, Llc |
9 |
Oppenheimer Global Multi-asset Growth Fund |
9 |
SREAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Select Real Estate Fund Class A |
9 |
USS Investment Management Ltd |
9 |
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
9 |
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
9 |
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
9 |
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
9 |
Independent Order of Foresters |
9 |
Procyon Private Wealth Partners, LLC |
9 |
Copper Rock Capital Partners, LLC |
9 |
FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
9 |
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
9 |
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
9 |
Opal Wealth Advisors, LLC |
9 |
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund |
9 |
Oakworth Capital, Inc. |
9 |
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
9 |
Wells Fargo Utilities & High Income Fund |
9 |
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
9 |
Royce Micro-cap Trust, Inc /md/ |
9 |
APG Asset Management US Inc. |
9 |
Counsel Portfolio Services Inc. |
9 |
Vigilant Capital Management, LLC |
9 |
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio |
9 |
Private Wealth Asset Management, LLC |
9 |
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
9 |
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P |
9 |
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF |
9 |
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
9 |
Dynamic Advisor Solutions LLC |
9 |
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 |
9 |
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
9 |
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF |
9 |
Munder Capital Management |
9 |
Thurston, Springer, Miller, Herd & Titak, Inc. |
9 |
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
9 |
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
9 |
Banque Cantonale Vaudoise |
9 |
Ropes Wealth Advisors Llc |
9 |
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
9 |
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF |
9 |
Underlying Funds Trust |
9 |
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF |
9 |
SDIV - Global X Funds - Global X SuperDividend ETF |
9 |
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF |
9 |
Baird Robert W & Co Inc /wi/ |
9 |
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
9 |
Almanack Investment Partners, LLC. |
9 |
Royal London Asset Management Ltd |
9 |
Princeton Global Asset Management LLC |
9 |
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
9 |
BDO Wealth Advisors, LLC |
9 |
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF |
9 |
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
9 |
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
9 |
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 |
9 |
HighPoint Advisor Group LLC |
9 |
Amica Pension Fund Board Of Trustees |
9 |
Integrated Advisors Network LLC |
9 |
WealthTrak Capital Management LLC |
9 |
Endeavour Capital Advisors Inc |
9 |
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares |
9 |
Virtus ETF Advisers LLC |
9 |
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 |
9 |
Kingsview Wealth Management, LLC |
9 |
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
9 |
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 |
9 |
Franklin Templeton Variable Insurance Products Trust - Franklin Global Real Estate Vip Fund Class 1 |
9 |
MARSHALL WACE ASIA Ltd |
9 |
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
9 |
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF |
9 |
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
9 |
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) |
9 |
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
9 |
Manning & Napier Advisors Llc |
9 |
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class |
9 |
Radcliffe Capital Management, L.P. |
9 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class |
9 |
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
9 |
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
9 |
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
9 |
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
9 |
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
9 |
Cca Investments Trust |
9 |
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
9 |
Bancroft Fund Ltd |
9 |
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
9 |
Putnam Premier Income Trust |
9 |
Steelhead Partners Llc |
9 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
9 |
Ashton Thomas Securities, Llc |
9 |
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
9 |
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
9 |
Numerai GP LLC |
9 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
9 |
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
9 |
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
9 |
Gupta Wealth Management LLC |
9 |
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 |
9 |
First National Bank Of Omaha |
9 |
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
9 |
Beck Mack & Oliver Llc |
9 |
Cigna Investments Inc /new |
9 |
Index Management Solutions, LLC |
9 |
Blackstone / Gso Strategic Credit Fund |
9 |
GeoWealth Management, LLC |
9 |
Wasatch Advisors Inc |
9 |
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H |
9 |
Mason Street Advisors, Llc |
9 |
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
9 |
Gulf International Bank (UK) Ltd |
9 |
VGLSX - VALIC Co I - Global Strategy Fund |
9 |
Heritage Wealth Management, Llc |
9 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
9 |
American Assets Capital Advisers, LLC |
9 |
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A |
9 |
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB |
9 |
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
9 |
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I |
9 |
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF |
9 |
FREEX - Franklin Real Estate Securities Trust - Franklin Real Estate Securities Fund Class A |
9 |
QCM Cayman, Ltd. |
9 |
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
9 |
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF |
9 |
IYF - iSHARES TRUST - iShares U.S. Financials ETF |
9 |
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
9 |
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
9 |
Bedel Financial Consulting, Inc. |
9 |
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
9 |
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
9 |
Inspire Advisors, LLC |
9 |
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
9 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
9 |
Pictet & Cie (Europe) SA |
9 |
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
9 |
BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A |
9 |
Columbia Wanger Asset Management Llc |
9 |
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional |
9 |
Brookstone Capital Management |
9 |
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
9 |
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
9 |
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund |
9 |
Epoch Investment Partners, Inc. |
9 |
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
9 |
USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
9 |
Hill Winds Capital LP |
9 |
Securian Funds Trust - SFT Core Bond Fund Class 1 |
9 |
Hazelview Securities Inc. |
9 |
Gabelli Dividend & Income Trust |
9 |
Julex Capital Management, Llc |
9 |
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
9 |
Edge Advisors, Llc |
9 |
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund |
9 |
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
9 |
Pinnacle Financial Partners Inc |
9 |
Meritage Portfolio Management |
9 |
HighTower Trust Services, LTA |
9 |
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
9 |
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
9 |
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
9 |
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A |
9 |
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
9 |
Lombard Odier Asset Management (Europe) Ltd |
9 |
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
9 |
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
9 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class |
9 |
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
9 |
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
9 |
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund |
9 |
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
9 |
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares |
9 |
One Wealth Advisors, LLC |
9 |
Camelot Portfolios, LLC |
9 |
Old National Bancorp /in/ |
9 |
Householder Group Estate & Retirement Specialist, LLC |
9 |
Shay Capital LLC |
9 |
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
9 |
Adelante Capital Management LLC |
9 |
Robertson Stephens Wealth Management, LLC |
9 |
Gerstein Fisher |
9 |
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
9 |
Teton Westwood Funds |
9 |
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
9 |
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
9 |
American Capital Advisory, LLC |
9 |
Balentine LLC |
9 |
Tidemark, LLC |
9 |
JBF Capital, Inc. |
9 |
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
9 |
Psagot Investment House Ltd. |
9 |
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund |
9 |
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
9 |
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF |
9 |
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
9 |
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
9 |
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
9 |
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
9 |
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A |
9 |
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
9 |
WealthTrust-Arizona, LLC |
9 |
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
9 |
Lake Street Advisors Group, Llc |
9 |
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF |
9 |
Davis Selected Advisers |
9 |
Voya Financial Advisors, Inc. |
9 |
SG3 Management, LLC |
9 |
CGMRX - CGM TRUST - CGM Realty Fund |
9 |
Claraphi Advisory Network, LLC |
9 |
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
9 |
Integrated Wealth Management |
9 |
Lincoln National Corp |
9 |
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
9 |
Highland Capital Management, Llc |
9 |
York Capital Management Global Advisors, LLC |
9 |
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity |
9 |
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF |
9 |
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
9 |
MUFG Securities EMEA plc |
9 |
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
9 |
PFG Investments, LLC |
9 |
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
9 |
Woodline Partners LP |
9 |
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares |
9 |
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
9 |
Column Capital Advisors, LLC |
9 |
Advisor Resource Council |
9 |
Putnam Master Intermediate Income Trust |
9 |
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund |
9 |
AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF |
9 |
Gyon Technologies Capital Management, LP |
9 |
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
9 |
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
9 |
Caxton Associates Llp |
9 |
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares |
9 |
Heitman Real Estate Securities Llc |
9 |
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
8 |
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF |
8 |
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF |
8 |
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
8 |
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
8 |
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF |
8 |
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF |
8 |
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
8 |
Wcm Investment Management, Llc |
8 |
Truewealth Llc |
8 |
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
8 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
8 |
SYSTM Wealth Solutions LLC |
8 |
Crow Point Partners, LLC |
8 |
Royal Fund Management, LLC |
8 |
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
8 |
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund |
8 |
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
8 |
R&F Capital Advisors LP |
8 |
Periscope Capital Inc. |
8 |
Mutual Advisors, LLC |
8 |
EGALX - Aberdeen Funds - Aberdeen International Real Estate Equity Fund Class A |
8 |
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF |
8 |
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class |
8 |
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF |
8 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
8 |
Trust Department Mb Financial Bank N A |
8 |
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
8 |
Wunderlich Securities, Inc. |
8 |
Nfj Investment Group, Llc |
8 |
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
8 |
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
8 |
Gierl Augustine Investment Management Inc |
8 |
Islet Management, LP |
8 |
Magnus Financial Group LLC |
8 |
Family Management Corp |
8 |
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
8 |
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund |
8 |
State of New Jersey Common Pension Fund A |
8 |
Manning & Napier Group, LLC |
8 |
Bay Harbor Wealth Management, LLC |
8 |
Eii Realty Securities Trust |
8 |
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF |
8 |
Gluskin Sheff & Assoc Inc |
8 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I |
8 |
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
8 |
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A |
8 |
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
8 |
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL |
8 |
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
8 |
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A |
8 |
KeyPoint Capital Management, LLC |
8 |
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
8 |
Roble, Belko & Company, Inc |
8 |
Global Wealth Management Investment Advisory, Inc. |
8 |
Register Financial Advisors LLC |
8 |
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF |
8 |
Credential Qtrade Securities Inc. |
8 |
South Dakota Investment Council |
8 |
Calvert Investment Management, Inc. |
8 |
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A |
8 |
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
8 |
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
8 |
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
8 |
E. Ohman J:or Asset Management AB |
8 |
Spot Trading L.l.c. |
8 |
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares |
8 |
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class |
8 |
Harvest Investment Services, LLC |
8 |
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
8 |
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF |
8 |
Fir Tree Capital Management Lp |
8 |
Perella Weinberg Partners Capital Management LP |
8 |
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF |
8 |
Chicago Capital Management, LLC |
8 |
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
8 |
Miller Value Partners, Llc |
8 |
VARIABLE INSURANCE PRODUCTS FUND IV - Real Estate Portfolio Initial Class |
8 |
Maverick Capital Ltd |
8 |
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
8 |
Horizon Investments, LLC |
8 |
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
8 |
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
8 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
8 |
TimesSquare Capital Management, LLC |
8 |
Verus Capital Partners, Llc |
8 |
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
8 |
EdgePoint Investment Group Inc. |
8 |
Total Clarity Wealth Management, Inc. |
8 |
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
8 |
Baader Bank INC |
8 |
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
8 |
Beacon Capital Management, LLC |
8 |
Winch Advisory Services, LLC |
8 |
Machina Capital S.a.s. |
8 |
Integral Derivatives, LLC |
8 |
Clean Yield Group |
8 |
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
8 |
CREAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Real Estate Equity Fund Class A |
8 |
Riggs Asset Managment Co. Inc. |
8 |
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S |
8 |
Real Estate Management Services Llc |
8 |
NBGR - Neuberger Berman ETF Trust - Neuberger Berman Global Real Estate ETF |
8 |
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
8 |
QVT Financial LP |
8 |
Private Ocean, LLC |
8 |
Wilbanks Smith & Thomas Asset Management Llc |
8 |
Moisand Fitzgerald Tamayo, LLC |
8 |
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF |
8 |
Glenmede Investment Management, LP |
8 |
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
8 |
Tributary Capital Management, LLC |
8 |
Union Bancaire Privee, UBP SA |
8 |
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF |
8 |
Paragon Capital Management Ltd |
8 |
Vulcan Value Partners, LLC |
8 |
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF |
8 |
Hexavest Inc. |
8 |
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
8 |
Retirement Wealth Solutions LLC |
8 |
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 |
8 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y |
8 |
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
8 |
Horizons Etf Trust I |
8 |
Gerber Kawasaki Wealth & Investment Management |
8 |
Ingalls & Snyder Llc |
8 |
PENN SERIES FUNDS INC - Small Cap Value Fund |
8 |
Walker Asset Management, LLC |
8 |
Achmea Investment Management B.V. |
8 |
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AMSM Real Estate Portfolio Class 1 |
8 |
Vestmark Advisory Solutions, Inc. |
8 |
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
8 |
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 |
8 |
Burgundy Asset Management Ltd. |
8 |
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
8 |
III Capital Management |
8 |
American Assets Investment Management, LLC |
8 |
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class |
8 |
Gideon Capital Advisors, Inc. |
8 |
Serengeti Asset Management LP |
8 |
Meteora Capital, LLC |
8 |
Hudock, Inc. |
8 |
Oliver Lagore Vanvalin Investment Group |
8 |
Arrowgrass Capital Partners (us) Lp |
8 |
Meixler Investment Management, Ltd. |
8 |
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
8 |
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
8 |
Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
8 |
Camarda Financial Advisors, LLC |
8 |
Korea Investment CORP |
8 |
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF |
8 |
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF |
8 |
JIREX - John Hancock Funds II - Real Estate Securities Fund Class 1 |
8 |
K.J. Harrison & Partners Inc |
8 |
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
8 |
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
8 |
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 |
8 |
Simplicity Wealth,LLC |
8 |
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF |
8 |
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A |
8 |
Center for Financial Planning, Inc. |
8 |
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
8 |
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
8 |
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
8 |
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A |
8 |
Denver Investment Advisors Llc |
8 |
Oppenheimer Global Real Estate Fund |
8 |
Insight Capital Research & Management Inc |
8 |
Whipplewood Advisors, LLC |
8 |
Marathon Trading Investment Management LLC |
8 |
Graticule Asia Macro Advisors LLC |
8 |
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
8 |
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF |
8 |
Marcum Wealth, LLC |
8 |
Lloyd Advisory Services, LLC. |
8 |
Senator Investment Group LP |
8 |
Kellner Capital, LLC |
8 |
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class |
8 |
Personal Cfo Solutions, Llc |
8 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
8 |
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
8 |
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
8 |
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF |
8 |
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
8 |
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
8 |
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A |
8 |
Clark Capital Management Group, Inc. |
8 |
Vantage Investment Advisors, LLC |
8 |
Jacobs Asset Management, Llc |
8 |
Ranger Global Real Estate Advisors, LLC |
8 |
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S |
8 |
Kingdon Capital Management, L.l.c. |
8 |
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class |
8 |
VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF |
8 |
Delphia (USA) Inc. |
8 |
Scopus Asset Management, L.p. |
8 |
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A |
8 |
Janney Capital Management LLC |
8 |
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
8 |
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
8 |
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
8 |
TFC Financial Management |
8 |
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A |
8 |
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
8 |
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
8 |
KBWY - Invesco Exchange-Traded Fund Trust II - Invesco KBW Premium Yield Equity REIT ETF |
8 |
Mfs Intermediate High Income Fund |
8 |
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
8 |
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund |
8 |
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. |
8 |
GREIX - GOLDMAN SACHS TRUST - Goldman Sachs Real Estate Securities Fund Institutional |
8 |
Ancient Art, L.P. |
8 |
Park West Asset Management LLC |
8 |
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
8 |
ORG Partners LLC |
8 |
Atomi Financial Group, Inc. |
8 |
Assured Investment Management LLC |
8 |
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF |
8 |
Tlp Group Llc |
8 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y |
8 |
IWB - iSHARES TRUST - iShares Russell 1000 ETF |
8 |
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF |
8 |
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
8 |
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund |
8 |
Delaware Investments Dividend & Income Fund, Inc |
8 |
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
8 |
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
8 |
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
8 |
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
8 |
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF |
8 |
Parkworth Wealth Management, Inc. |
8 |
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
8 |
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
8 |
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund |
8 |
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio |
8 |
REACX - American Century Capital Portfolios Inc - Real Estate Fund Investor Class |
8 |
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
8 |
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
8 |
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
8 |
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) |
8 |
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund |
8 |
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
8 |
FHEAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Real Estate Fund Class A |
8 |
Congress Wealth Management LLC / DE / |
8 |
Equitec Proprietary Markets, Llc |
8 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
8 |
WIREX - PFS FUNDS - Wireless Fund |
8 |
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
8 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
8 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
8 |
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A |
8 |
Capital A Wealth Management, LLC |
8 |
VGSAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Real Estate Securities Fund Class A |
8 |
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund |
8 |
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
8 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
8 |
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
8 |
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund |
8 |
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A |
8 |
Bridges Investment Management Inc |
8 |
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
8 |
Select Equity Group, L.P. |
8 |
First Eagle Investment Management, LLC |
8 |
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I |
8 |
PRIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Discovery Fund |
8 |
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
8 |
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund |
8 |
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity |
8 |
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
8 |
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I |
8 |
Seizert Capital Partners, Llc |
8 |
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
8 |
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
8 |
Mariner Investment Group Llc |
8 |
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
8 |
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
8 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
8 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
8 |
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
8 |
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
8 |
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class |
8 |
St Germain D J Co Inc |
8 |
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
8 |
FRESX - FIDELITY SELECT PORTFOLIOS - Fidelity Real Estate Investment Portfolio |
8 |
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
8 |
Rs Investment Management Co Llc |
8 |
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class |
8 |
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
8 |
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
8 |
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
8 |
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class |
8 |
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
8 |
World Asset Management Inc |
8 |
Banco BTG Pactual S.A. |
8 |
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
8 |
Tyers Asset Management LLC |
8 |
Omni Partners Llp |
8 |
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
8 |
AdvisorShares Investments LLC |
8 |
SpiderRock Advisors, LLC |
8 |
Dorsey & Whitney Trust CO LLC |
8 |
Brave Asset Management Inc |
8 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
8 |
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
8 |
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
8 |
Johnson Investment Counsel Inc |
8 |
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
8 |
Cape Investment Advisory, Inc. |
8 |
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
8 |
Arlington Trust Co LLC |
8 |
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H |
8 |
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
8 |
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
8 |
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
8 |
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load |
8 |
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
8 |
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
8 |
Americafirst Capital Management, Llc |
8 |
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class |
8 |
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF |
8 |
BlueCrest Capital Management LLP |
8 |
CSRIX - COHEN & STEERS INSTITUTIONAL REALTY SHARES INC - Cohen & Steers Institutional Realty Shares |
8 |
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
8 |
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
8 |
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
8 |
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
8 |
Pimco Income Opportunity Fund |
8 |
Qs Batterymarch Financial Management, Inc |
8 |
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class |
8 |
LDR Capital Management LLC |
8 |
Norden Group Llc |
8 |
Samlyn Capital, Llc |
8 |
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
8 |
DAREX - Dunham Funds - Dunham Real Estate Stock Fund Class A |
8 |
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A |
8 |
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund |
8 |
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class |
8 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
8 |
Waddell & Reed Financial Inc |
8 |
American Funds Insurance Series |
8 |
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
8 |
Griffin Asset Management, Inc. |
8 |
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares |
8 |
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
8 |
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
8 |
IGLAX - Voya MUTUAL FUNDS - Voya Global Real Estate Fund Class A |
8 |
Thornburg Investment Management Inc |
8 |
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
8 |
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I |
8 |
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
8 |
CSRSX - COHEN & STEERS REALTY SHARES INC - Cohen & Steers Realty Shares Class L |
8 |
Elite Wealth Management, Inc. |
8 |
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 |
8 |
Advanced Series Trust - Ast High Yield Portfolio |
8 |
TIMOTHY PLAN - Timothy Strategic Variable |
8 |
Cowen Prime Services LLC |
8 |
Highline Wealth Partners Llc |
8 |
Shufro Rose & Co Llc |
8 |
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) |
8 |
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
8 |
Lasalle Investment Management Securities Llc |
8 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
8 |
Baillie Gifford & Co |
8 |
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
8 |
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P |
8 |
Gdl Fund |
8 |
Investment Management Corp of Ontario |
8 |
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
8 |
Ninepoint Partners LP |
8 |
West Paces Advisors Inc. |
8 |
Stevens First Principles Investment Advisors |
8 |
Carmignac Gestion |
8 |
William Blair Investment Management, Llc |
8 |
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
8 |
Retirement Group, LLC |
8 |
Blackstone / Gso Long-short Credit Income Fund |
8 |
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
8 |
Nuveen Global High Income Fund |
8 |
Golden State Equity Partners |
8 |
Wealthfront Inc |
8 |
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
8 |
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
8 |
First New York Securities Llc /ny |
8 |
Capital Investment Advisory Services, LLC |
8 |
JJJ Advisors Inc. |
8 |
Fidelity Central Investment Portfolios LLC - Fidelity Real Estate Equity Central Fund |
8 |
CTC Alternative Strategies, Ltd. |
8 |
Selective Wealth Management, Inc. |
8 |
ACG Wealth |
8 |
Fidelis Capital Partners, LLC |
8 |
Zweig-DiMenna Associates LLC |
8 |
Ahrens Investment Partners LLC |
8 |
AIEQ - ETF Managers Trust - AI Powered Equity ETF |
8 |
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF |
8 |
APBAX - Cavanal Hill Funds - Active Core Fund Investor |
8 |
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
8 |
FPRO - FIDELITY COVINGTON TRUST - Fidelity Real Estate Investment ETF |
8 |
Fiduciary Alliance LLC |
8 |
HGC Investment Management Inc. |
8 |
M&G Plc |
8 |
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P |
8 |
VCGEX - VALIC Co I - Emerging Economies Fund |
8 |
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
8 |
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional |
8 |
Redwood Wealth Management Group, LLC |
8 |
Altshuler Shaham Ltd |
8 |
MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
8 |
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
8 |
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
8 |
VCAAX - VALIC Co I - Asset Allocation Fund |
8 |
Earnest Partners Llc |
8 |
Logan Capital Management Inc |
8 |
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
8 |
HLRRX - World Funds Trust - REMS Real Estate Value-Opportunity Fund Institutional Shares |
8 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
8 |
Certified Advisory Corp |
8 |
Leuthold Group, Llc |
8 |
VCIEX - VALIC Co I - International Equities Index Fund |
8 |
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
8 |
tru Independence LLC |
8 |
Solstein Capital, LLC |
8 |
Stanley-Laman Group, Ltd. |
8 |
Ursa Fund Management, LLC |
8 |
NGRAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Global Real Estate Fund Class A |
8 |
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
8 |
Deprince Race & Zollo Inc |
8 |
Context Capital Management, LLC |
8 |
Brasada Capital Management, Lp |
8 |
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A |
8 |
Partnervest Advisory Services LLC |
8 |
Strategic Wealth Advisors Group, LLC |
8 |
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
8 |
Scoggin Management Lp |
8 |
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
8 |
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF |
8 |
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
8 |
Dfa Investment Trust Co - The Continental Small Company Series |
8 |
First Command Advisory Services, Inc. |
8 |
Security National Trust Co |
8 |
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund |
8 |
Old Point Trust & Financial Services N A |
7 |
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
7 |
CFICX - CALVERT FUND - Calvert Income Fund Class A |
7 |
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A |
7 |
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
7 |
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
7 |
Jump Trading, LLC |
7 |
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
7 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Morgan Stanley Global Real Estate Fund Class 2 |
7 |
AlphaCore Capital LLC |
7 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 |
7 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 |
7 |
Financial Network Wealth Advisors LLC |
7 |
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares |
7 |
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I |
7 |
Gruss Capital Management LP |
7 |
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares |
7 |
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares |
7 |
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
7 |
Castle Creek Arbitrage, LLC |
7 |
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A |
7 |
Zazove Associates Llc |
7 |
OAIEX - Optimum Fund Trust - Optimum International Fund Class A |
7 |
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
7 |
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
7 |
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
7 |
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
7 |
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF |
7 |
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R |
7 |
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF |
7 |
111 Capital |
7 |
GSI Capital Advisors LLC |
7 |
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A |
7 |
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
7 |
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A |
7 |
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A |
7 |
Northwest Financial Advisors |
7 |
Kilter Group LLC |
7 |
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C |
7 |
Jb Capital Partners Lp |
7 |
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class |
7 |
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class |
7 |
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
7 |
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional |
7 |
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
7 |
Intact Investment Management Inc. |
7 |
BLACKROCK FUNDS - BlackRock Real Estate Securities Fund Investor A Shares |
7 |
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund |
7 |
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
7 |
NJ State Employees Deferred Compensation Plan |
7 |
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund |
7 |
State of New Jersey Common Pension Fund E |
7 |
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund |
7 |
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I |
7 |
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A |
7 |
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 |
7 |
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
7 |
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
7 |
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF |
7 |
Heritage Wealth Advisors |
7 |
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 |
7 |
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
7 |
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A |
7 |
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A |
7 |
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund |
7 |
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares |
7 |
DGRPX - DELAWARE GROUP ADVISER FUNDS - Delaware Global Real Estate Opportunities Fund Class A |
7 |
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
7 |
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class |
7 |
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class |
7 |
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
7 |
USAF - 2023 ETF Series Trust - Atlas America Fund |
7 |
NRFAX - Natixis Funds Trust IV - AEW Global Focused Real Estate Fund Class A |
7 |
Thrivent Core Funds - Thrivent Core International Equity Fund |
7 |
NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF |
7 |
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
7 |
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF |
7 |
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A |
7 |
EFA - iSHARES TRUST - iShares MSCI EAFE ETF |
7 |
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF |
7 |
Westport Resources Management Inc |
7 |
Banque Transatlantique SA |
7 |
Texas Yale Capital Corp. |
7 |
PGGM Investments |
7 |
Advisor Partners Llc |
7 |
Rossby Financial, LCC |
7 |
Endurance Wealth Management, Inc. |
7 |
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF |
7 |
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
7 |
Gateway Investment Advisers Llc |
7 |
Delta Lloyd Nv |
7 |
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
7 |
River & Mercantile Asset Management Llp |
7 |
Kirr Marbach & Co Llc /in/ |
7 |
TD Capital Management LLC |
7 |
Zurich Insurance Group Ltd/FI |
7 |
Brighton Jones Llc |
7 |
Glg Llc |
7 |
Myriad Asset Management Ltd. |
7 |
Anchor Capital Advisors Llc |
7 |
First Interstate Bank |
7 |
Vanderbilt University |
7 |
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF |
7 |
Osterweis Capital Management Inc |
7 |
Cordasco Financial Network |
7 |
Grandeur Peak Global Advisors, LLC |
7 |
DnB Asset Management AS |
7 |
Cheyne Capital Management (UK) LLP |
7 |
Mill Creek Capital Advisors, LLC |
7 |
Barnett & Company, Inc. |
7 |
Country Trust Bank |
7 |
Southpoint Capital Advisors LP |
7 |
Oversea-Chinese Banking CORP Ltd |
7 |
Capital Research Global Investors |
7 |
VitalStone Financial, LLC |
7 |
Callan Capital, LLC |
7 |
Tredje AP-fonden |
7 |
Alexandria Capital, LLC |
7 |
Motley Fool Asset Management LLC |
7 |
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF |
7 |
Argent Trust Co |
7 |
Arrow Financial Corp |
7 |
Essex Investment Management Co Llc |
7 |
Clal Insurance Enterprises Holdings Ltd |
7 |
Lucus Advisors Llc |
7 |
Ledyard National Bank |
7 |
XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF |
7 |
PIMCO FUNDS - PIMCO Sector Fund Series - I |
7 |
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
7 |
RWC Asset Management LLP |
7 |
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF |
7 |
Crestwood Advisors Group LLC |
7 |
Tuttle Tactical Management LLC |
7 |
Telemetry Investments, L.L.C. |
7 |
Thomas J. Herzfeld Advisors, Inc. |
7 |
Gabelli Equity Series Funds Inc |
7 |
MSD Partners, L.P. |
7 |
Vise Technologies, Inc. |
7 |
Beaird Harris Wealth Management, LLC |
7 |
Cornerstone Advisory, LLC |
7 |
Laurel Wealth Advisors, Inc. |
7 |
Sheaff Brock Investment Advisors, LLC |
7 |
Lockheed Martin Investment Management Co |
7 |
Andra AP-fonden |
7 |
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF |
7 |
SpiderRock Trading LLC |
7 |
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
7 |
Brigade Capital Management, Lp |
7 |
HHH - ETF Managers Trust - ETFMG Real Estate Tech ETF |
7 |
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
7 |
Three Corner Global Investors LP |
7 |
Rothschild Asset Management Inc |
7 |
U S Global Investors Inc |
7 |
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF |
7 |
AlphaCentric Advisors LLC |
7 |
Bahl & Gaynor Inc |
7 |
Byrne Asset Management LLC |
7 |
Tyler-Stone Wealth Management |
7 |
Financial Counselors Inc |
7 |
Capital Asset Advisory Services LLC |
7 |
Fifth Lane Capital, Lp |
7 |
Washington Trust Advisors, Inc. |
7 |
Stonegate Investment Group, LLC |
7 |
Confluence Wealth Services, Inc. |
7 |
Kovitz Investment Group Partners, LLC |
7 |
Strategic Investment Management, Llc |
7 |
HST Ventures, LLC |
7 |
Sciencast Management LP |
7 |
Rocky Mountain Advisers, Llc |
7 |
Missouri Trust & Investment Co |
7 |
Trustmark National Bank Trust Department |
7 |
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF |
7 |
Fft Wealth Management Llc |
7 |
Starwood Real Estate Securities, LLC |
7 |
MSBPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Focus Real Estate Portfolio Class IS |
7 |
Formula Growth Ltd |
7 |
JNL SERIES TRUST - JNL International Index Fund (I) |
7 |
SIIIX - MUTUAL FUND SERIES TRUST - AlphaCentric Strategic Income Fund Class I |
7 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware REIT Fund Service Class |
7 |
First Bank & Trust |
7 |
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF |
7 |
Strycker View Capital Llc |
7 |
VCBDX - VALIC Co I - Core Bond Fund |
7 |
Conversant Capital LLC |
7 |
McAdam, LLC |
7 |
Flinton Capital Management LLC |
7 |
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF |
7 |
University Of Texas/texas Am Investment Managment Co |
7 |
Sargent Bickham Lagudis LLC |
7 |
Neuburgh Advisers LLC |
7 |
Castle Hook Partners LP |
7 |
Pallas Capital Advisors LLC |
7 |
Littlejohn & Co Llc |
7 |
Keeley-Teton Advisors, LLC |
7 |
Cramer Rosenthal Mcglynn Llc |
7 |
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
7 |
Mesirow Financial Investment Management, Inc. |
7 |
NinePointTwo Capital |
7 |
InterOcean Capital Group, LLC |
7 |
Global Trust Asset Management, LLC |
7 |
CPSIX - Unified Series Trust - Fci Bond Fund |
7 |
Voya Prime Rate Trust |
7 |
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A |
7 |
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
7 |
Voya Emerging Markets High Dividend Equity Fund |
7 |
JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
7 |
Voya Senior Income Fund |
7 |
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A |
7 |
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
7 |
Charter Oak Capital Management, LLC |
7 |
Pimco Income Strategy Fund Ii |
7 |
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares |
7 |
FAINX - MSS Series Trust - Fallen Angels Income Fund |
7 |
Bck Capital Management Lp |
7 |
Allegheny Financial Group LTD |
7 |
Allianzgi Equity & Convertible Income Fund |
7 |
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
7 |
Cannon Global Investment Management, LLC |
7 |
Gabelli Multimedia Trust Inc. |
7 |
Virtus Global Dividend & Income Fund Inc. |
7 |
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
7 |
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
7 |
Aaron Wealth Advisors LLC |
7 |
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
7 |
Core Bond Portfolio - Core Bond Portfolio |
7 |
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A |
7 |
GoalVest Advisory LLC |
7 |
Tri-continental Corp |
7 |
Cohen & Steers Select Preferred & Income Fund, Inc. |
7 |
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
7 |
Sage Mountain Advisors LLC |
7 |
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
7 |
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class |
7 |
SummitTX Capital, L.P. |
7 |
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
7 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
7 |
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A |
7 |
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
7 |
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
7 |
COMB - GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF |
7 |
New America High Income Fund Inc |
7 |
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares |
7 |
Guggenheim Strategic Opportunities Fund |
7 |
HYLD - Exchange Listed Funds Trust - High Yield ETF |
7 |
Founders Financial Alliance, LLC |
7 |
Blackrock Master Llc |
7 |
Ada Investment Management, LP |
7 |
Kestra Private Wealth Services, Llc |
7 |
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
7 |
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
7 |
Planned Solutions, Inc. |
7 |
Altfest L J & Co Inc |
7 |
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF |
7 |
Agf Management Ltd |
7 |
Mfs Special Value Trust |
7 |
Elevation Etf Trust |
7 |
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund |
7 |
ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
7 |
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
7 |
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
7 |
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A |
7 |
Ativo Capital Management LLC |
7 |
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
7 |
First Horizon Corp |
7 |
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
7 |
Sandler Capital Management |
7 |
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A |
7 |
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A |
7 |
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A |
7 |
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
7 |
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N |
7 |
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
7 |
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
7 |
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
7 |
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
7 |
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND |
7 |
Ellsworth Growth & Income Fund Ltd |
7 |
Goodwin Daniel L |
7 |
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF |
7 |
SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
7 |
Icon Wealth Partners, LLC |
7 |
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund |
7 |
Keeley Asset Management Corp |
7 |
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
7 |
Avestar Capital, LLC |
7 |
Paulson Wealth Management Inc. |
7 |
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
7 |
Vivaldi Opportunities Fund |
7 |
Strategic Wealth Partners, Ltd. |
7 |
Rvb Capital Management Llc |
7 |
Pflug Koory, LLC |
7 |
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
7 |
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
7 |
Bank Julius Baer & Co. Ltd, Zurich |
7 |
Next Capital Management LLC |
7 |
LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF |
7 |
Weber Alan W |
7 |
Harvest Management Llc |
7 |
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF |
7 |
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF |
7 |
Strategic Blueprint, LLC |
7 |
Wealthspire Advisors, LLC |
7 |
Aspire Private Capital, LLC |
7 |
Gyl Financial Synergies, Llc |
7 |
Qtron Investments LLC |
7 |
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class |
7 |
Cypress Capital, LLC |
7 |
Lake Point Wealth Management |
7 |
Cohanzick Management, Llc |
7 |
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class |
7 |
Benjamin Edwards Inc |
7 |
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
7 |
Wealth Quarterback LLC |
7 |
Cinctive Capital Management LP |
7 |
Optas, LLC |
7 |
Realty Capital Income Funds Trust |
7 |
Munder Series Trust |
7 |
Ilmarinen Mutual Pension Insurance Co |
7 |
Amerivest Investment Management LLC |
7 |
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio |
7 |
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
7 |
Artisan Partners Limited Partnership |
7 |
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N |
7 |
Carolina Wealth Advisors, LLC |
7 |
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
7 |
Verdence Capital Advisors LLC |
7 |
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
7 |
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) |
7 |
Jnl Series Trust - Jnl/mellon International Index Fund (a) |
7 |
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
7 |
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) |
7 |
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares |
7 |
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
7 |
NOINX - Northern Funds - Northern International Equity Index Fund |
7 |
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio |
7 |
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares |
7 |
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P |
7 |
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class |
7 |
LRI Investments, LLC |
7 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
7 |
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
7 |
Sugarloaf Wealth Management, LLC |
7 |
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio |
7 |
Shenkman Capital Management Inc |
7 |
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
7 |
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
7 |
SETAX - Sei Institutional Managed Trust - Simt Real Estate Fund Class F |
7 |
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF |
7 |
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
7 |
New Amsterdam Partners Llc/ny |
7 |
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class |
7 |
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 |
7 |
XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF |
7 |
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF |
7 |
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
7 |
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
7 |
Punch & Associates Investment Management, Inc. |
7 |
BAFQX - Brown Advisory Funds - Brown Advisory Emerging Markets Select Fund Institutional Shares |
7 |
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
7 |
BKF - iShares, Inc. - iShares MSCI BRIC ETF |
7 |
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF |
7 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio |
7 |
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity |
7 |
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity |
7 |
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
7 |
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB |
7 |
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA |
7 |
BOK Financial Private Wealth, Inc. |
7 |
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K |
7 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
7 |
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
7 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
7 |
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
7 |
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A |
7 |
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
7 |
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
7 |
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A |
7 |
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
7 |
Evermay Wealth Management Llc |
7 |
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class |
7 |
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A |
7 |
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
7 |
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II |
7 |
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
7 |
Clark Estates Inc/ny |
7 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y |
7 |
Wesley Capital Management, Llc |
7 |
VCSMX - VALIC Co I - Small Cap Fund |
7 |
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF |
7 |
MML Series Investment Fund II - MML Equity Rotation Fund Class II |
7 |
BRIFX - BARON SELECT FUNDS - Baron Real Estate Income Fund |
7 |
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
7 |
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
7 |
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
7 |
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
7 |
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A |
7 |
ICRPX - Voya INVESTORS TRUST - VY(R) Clarion Real Estate Portfolio Class ADV |
7 |
EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF |
7 |
MCQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Concentrated Real Estate Portfolio Class I |
7 |
Indaba Capital Management, L.P. |
7 |
Rs Investment Trust |
7 |
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service |
7 |
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I |
7 |
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
7 |
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF |
7 |
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
7 |
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
7 |
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I |
7 |
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
7 |
Banque Pictet & Cie Sa |
7 |
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
7 |
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
7 |
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B |
7 |
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A |
7 |
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
7 |
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
7 |
Iat Reinsurance Co Ltd. |
7 |
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV |
7 |
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
7 |
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
7 |
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
7 |
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
7 |
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A |
7 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class |
7 |
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class |
7 |
Main Street Group, LTD |
7 |
ACSKX - American Century Investment Trust - Short Duration Fund C Class |
7 |
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund |
7 |
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class |
7 |
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class |
7 |
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
7 |
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
7 |
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF |
7 |
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A |
7 |
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A |
7 |
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A |
7 |
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund |
7 |
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
7 |
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares |
7 |
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A |
6 |
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
6 |
Wakefield Asset Management LLLP |
6 |
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
6 |
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
6 |
BW Gestao de Investimentos Ltda. |
6 |
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
6 |
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A |
6 |
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
6 |
Kcm Investment Advisors Llc |
6 |
Delta Investment Management, LLC |
6 |
Glass Jacobson Investment Advisors llc |
6 |
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A |
6 |
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A |
6 |
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
6 |
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares |
6 |
Allred Capital Management, LLC |
6 |
Rosenberg Matthew Hamilton |
6 |
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I |
6 |
Family Firm, Inc. |
6 |
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
6 |
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund |
6 |
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I |
6 |
Icon Advisers Inc/co |
6 |
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
6 |
Us Global Investors Funds |
6 |
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
6 |
Founders Capital Management |
6 |
Jag Capital Management, Llc |
6 |
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
6 |
Diversify Advisory Services, LLC |
6 |
Fulton Bank, N.a. |
6 |
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
6 |
Pimco High Income Fund |
6 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
6 |
Hilton Capital Management, LLC |
6 |
CHIR - Global X Funds - Global X MSCI China Real Estate ETF |
6 |
Jarislowsky, Fraser Ltd |
6 |
Fiduciary Trust Co |
6 |
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 |
6 |
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
6 |
NatWest Group plc |
6 |
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y |
6 |
WR Wealth Planners, LLC |
6 |
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A |
6 |
Central Pacific Bank - Trust Division |
6 |
ARS Investment Partners, LLC |
6 |
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
6 |
Perkins Coie Trust Co |
6 |
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF |
6 |
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia |
6 |
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
6 |
Isomer Partners LP |
6 |
Webster Bank, N. A. |
6 |
Kula Investments, LLC |
6 |
West Tower Group, LLC |
6 |
Dalton Greiner Hartman Maher & Co |
6 |
First Financial Corp /in/ |
6 |
Hennessy Advisors Inc |
6 |
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
6 |
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
6 |
Regentatlantic Capital Llc |
6 |
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF |
6 |
Cahill Financial Advisors Inc |
6 |
Claris Advisors, Llc / Mo / |
6 |
Financial Perspectives, Inc |
6 |
Salomon & Ludwin, LLC |
6 |
NBRIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Real Estate Fund Institutional Class |
6 |
HighMark Wealth Management LLC |
6 |
Foundry Partners, LLC |
6 |
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
6 |
Lakewood Capital Management, Lp |
6 |
VisionPoint Advisory Group, LLC |
6 |
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF |
6 |
Central Bank & Trust Co |
6 |
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio |
6 |
Northwest Investment Counselors, Llc |
6 |
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
6 |
Brown, Lisle/cummings, Inc. |
6 |
Bayforest Capital Ltd |
6 |
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF |
6 |
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
6 |
Manchester Financial Inc |
6 |
Advanced Series Trust - Ast Cohen & Steers Realty Portfolio |
6 |
Quantessence Capital LLC |
6 |
Aequim Alternative Investments LP |
6 |
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
6 |
Northwood Liquid Management Lp |
6 |
Engine Capital Management, LP |
6 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
6 |
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
6 |
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF |
6 |
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
6 |
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R |
6 |
Quilter Plc |
6 |
Leavell Investment Management, Inc. |
6 |
Stifel Nicolaus & Co Inc \mo\ |
6 |
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
6 |
Canyon Capital Advisors Llc |
6 |
Mechanics Bank Trust Department |
6 |
Mangrove Partners |
6 |
Davidson Kempner Partners |
6 |
Osborn Rohs Williams & Donohoe Ltd |
6 |
Hosking Partners LLP |
6 |
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF |
6 |
Swedbank AB |
6 |
Cumberland Partners Ltd |
6 |
Shine Investment Advisory Services Inc |
6 |
FSA Wealth Management LLC |
6 |
Wedge Capital Management L L P/nc |
6 |
Bank Of Nova Scotia Trust Co |
6 |
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
6 |
IMA Wealth, Inc. |
6 |
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund |
6 |
SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
6 |
Marquette Asset Management, LLC |
6 |
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund |
6 |
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
6 |
Rothschild Investment Corp /il |
6 |
Wellington Shields & Co., LLC |
6 |
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares |
6 |
Cypress Capital Management LLC (WY) |
6 |
Intersect Capital LLC |
6 |
Bray Capital Advisors |
6 |
Carmel Capital Partners, LLC |
6 |
Windsor Capital Management, LLC |
6 |
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) |
6 |
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
6 |
Stonehage Fleming Financial Services Holdings Ltd |
6 |
Hussman Strategic Advisors, Inc. |
6 |
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
6 |
Syverson Strege & Co |
6 |
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) |
6 |
P Schoenfeld Asset Management Lp |
6 |
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A |
6 |
Regent Peak Wealth Advisors LLC |
6 |
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
6 |
Pacific Capital Wealth Advisors, Inc |
6 |
25 Llc |
6 |
Prentiss Smith & Co Inc |
6 |
JNL SERIES TRUST - JNL/Heitman U.S. Focused Real Estate Fund (A) |
6 |
Bellevue Asset Management, Llc |
6 |
Cutter & CO Brokerage, Inc. |
6 |
OHIO NATIONAL FUND INC - ON International Equity Portfolio |
6 |
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
6 |
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
6 |
Natixis Investment Managers International |
6 |
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF |
6 |
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A |
6 |
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
6 |
Rockefeller Financial Services Inc |
6 |
Samalin Investment Counsel, LLC |
6 |
Impact Partnership Wealth, LLC |
6 |
Hood River Capital Management LLC |
6 |
Waldron Private Wealth LLC |
6 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
6 |
Laffer Investments |
6 |
Principal Diversified Select Real Asset Fund |
6 |
Ramius Advisors Llc |
6 |
EMS Capital LP |
6 |
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
6 |
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
6 |
Rowland Carmichael Advisors Inc /adv |
6 |
VVSGX - VALIC Co I - Small Cap Growth Fund |
6 |
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio |
6 |
Marks Group Wealth Management, Inc |
6 |
Integre Asset Management, LLC |
6 |
Atlas Private Wealth Management |
6 |
Firestone Capital Management |
6 |
Pimco Corporate & Income Strategy Fund |
6 |
Islay Capital Management, Llc |
6 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
6 |
Alpha Paradigm Partners, LLC |
6 |
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class |
6 |
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
6 |
CSat Investment Advisory, L.P. |
6 |
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
6 |
Mascoma Wealth Management LLC |
6 |
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A |
6 |
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A |
6 |
Aua Capital Management, Llc |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
6 |
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A |
6 |
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 |
6 |
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
6 |
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class |
6 |
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
6 |
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
6 |
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
6 |
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
6 |
Towerview Llc |
6 |
Addison Advisors LLC |
6 |
Prudential Short Duration High Yield Fund, Inc. |
6 |
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
6 |
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
6 |
Santa Monica Partners Lp |
6 |
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A |
6 |
Legacy Wealth Asset Management, LLC |
6 |
Castle Ridge Investment Management LP |
6 |
Advisors Capital Management, LLC |
6 |
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
6 |
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund |
6 |
Western Asset Diversified Income Fund |
6 |
FAAFX - FAIRHOLME FUNDS INC - The Fairholme Allocation Fund |
6 |
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M |
6 |
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
6 |
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
6 |
HFM Investment Advisors, LLC |
6 |
Curi Wealth Management, LLC |
6 |
Operose Advisors LLC |
6 |
SOA Wealth Advisors, LLC. |
6 |
Hawk Ridge Capital Management Lp |
6 |
Stanford Investment Group, Inc. |
6 |
Sierra Summit Advisors Llc |
6 |
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A |
6 |
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
6 |
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
6 |
Phoenix Holdings Ltd. |
6 |
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund |
6 |
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
6 |
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
6 |
Intellectus Partners, LLC |
6 |
PVFIX - BERTOLET CAPITAL TRUST - Pinnacle Value Fund |
6 |
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
6 |
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
6 |
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A |
6 |
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
6 |
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A |
6 |
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio |
6 |
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class |
6 |
Governors Lane LP |
6 |
ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
6 |
SkyView Investment Advisors, LLC |
6 |
Ibex Wealth Advisors |
6 |
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A |
6 |
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
6 |
PENN SERIES FUNDS INC - Real Estate Securities Fund |
6 |
Main Street Financial Solutions, LLC |
6 |
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
6 |
CN - DBX ETF TRUST - Xtrackers MSCI All China Equity ETF |
6 |
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
6 |
Camden Asset Management L P /ca |
6 |
Pinkerton Retirement Specialists, LLC |
6 |
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund |
6 |
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
6 |
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A |
6 |
Oppenheimer & Close, LLC |
6 |
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A |
6 |
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares |
6 |
Eaton Vance Short Duration Diversified Income Fund |
6 |
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
6 |
AJOVista, LLC |
6 |
Legacy Advisors, LLC |
6 |
Coe Capital Management, LLC |
6 |
SEKAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Emerging Markets Equity Fund Class A |
6 |
AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class |
6 |
Voya Asia Pacific High Dividend Equity Income Fund |
6 |
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
6 |
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
6 |
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF |
6 |
Formidable Asset Management, LLC |
6 |
Cohen & Steers Infrastructure Fund Inc |
6 |
Cooper Creek Partners Management Llc |
6 |
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund |
6 |
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
6 |
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL |
6 |
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF |
6 |
Close Asset Management Ltd |
6 |
EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF |
6 |
TRSIX - TRANSAMERICA FUNDS - Transamerica Global Real Estate Securities I2 |
6 |
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund |
6 |
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
6 |
Delaware Vip Trust - Delaware Vip Value Series Standard Class |
6 |
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
6 |
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K |
6 |
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A |
6 |
Arete Wealth Advisors, LLC |
6 |
Cerebellum GP, LLC |
6 |
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I |
6 |
Alpha DNA Investment Management LLC |
6 |
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
6 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
6 |
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF |
6 |
Franklin Templeton International Trust |
6 |
Psagot Value Holdings Ltd. / (Israel) |
6 |
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
6 |
Archford Capital Strategies, LLC |
6 |
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
6 |
Price Wealth Management, Inc. |
6 |
Rivernorth Opportunities Fund, Inc. |
6 |
Tfo-tdc, Llc |
6 |
TEOOX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities R6 |
6 |
Cascade Investment Advisors, Inc. |
6 |
WMS Partners, LLC |
6 |
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
6 |
Rpo Llc |
6 |
Clough Global Dividend & Income Fund |
6 |
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF |
6 |
DHJJ Financial Advisors, Ltd. |
6 |
Clough Global Opportunities Fund |
6 |
Delphi Private Advisors LLC |
6 |
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares |
6 |
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund |
6 |
Legg Mason Bw Global Income Opportunities Fund Inc. |
6 |
JRE - Janus Detroit Street Trust - Janus Henderson U.S. Real Estate ETF |
6 |
Harwood Advisory Group, LLC |
6 |
Dfa Investment Trust Co - The Emerging Markets Series |
6 |
Coronation Fund Managers Ltd. |
6 |
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A |
6 |
VCGAX - VALIC Co I - Growth & Income Fund |
6 |
VGSR - Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF |
6 |
Old Second National Bank Of Aurora |
6 |
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
6 |
Horan Securities, Inc. |
6 |
Full18 Capital LLC |
6 |
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional |
6 |
Fortis Advisors, LLC |
6 |
Aristides Capital LLC |
6 |
WUSAX - WANGER ADVISORS TRUST - Wanger USA |
6 |
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
6 |
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
6 |
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
6 |
Accel Wealth Management |
6 |
Financial Engines Advisors L.L.C. |
6 |
Empirical Asset Management, LLC |
6 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio |
6 |
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund |
6 |
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P |
6 |
GOIGX - John Hancock Funds III - John Hancock International Growth Fund Class A |
6 |
Grove Bank & Trust |
6 |
Price Michael F |
6 |
Accent Capital Management, LLC |
6 |
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares |
6 |
MHITX - MFS SERIES TRUST III - MFS High Income Fund A |
6 |
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio |
6 |
Rockbridge Investment Management, LCC |
6 |
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A |
6 |
WFA of San Diego, LLC |
6 |
Pimco Dynamic Income Fund |
6 |
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF |
6 |
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A |
6 |
Foresters Investment Management Company, Inc. |
6 |
Pimco Flexible Credit Income Fund |
6 |
Interchange Capital Partners, LLC |
6 |
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
6 |
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A |
6 |
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
6 |
Standard Life Investments LTD |
6 |
RHJ International SA |
6 |
Stoneridge Investment Partners Llc |
6 |
Sun Life Financial Inc |
6 |
Oppenheimer Global Strategic Income Fund |
6 |
Nexpoint Real Estate Strategies Fund |
6 |
Santa Fe Partners LLC |
6 |
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
6 |
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A |
6 |
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class |
6 |
Heritage Financial Services, LLC |
6 |
First Affirmative Financial Network |
6 |
Triasima Portfolio Management inc. |
6 |
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund |
6 |
Kornitzer Capital Management Inc /ks |
6 |
Beutel, Goodman & Co Ltd. |
6 |
WWJD - Northern Lights Fund Trust IV - Inspire International ESG ETF |
6 |
Potomac Capital Management, Inc. |
6 |
Warren Averett Asset Management, LLC |
6 |
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class |
6 |
JARIX - SARATOGA ADVANTAGE TRUST - James Alpha Global Real Estate Investments Portfolio Class I Shares |
6 |
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
6 |
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF |
6 |
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
6 |
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
6 |
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
6 |
Pimco Global Stocksplus & Income Fund |
6 |
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
6 |
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
6 |
Castle Wealth Management Llc |
6 |
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N |
6 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A |
6 |
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional |
6 |
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF |
6 |
KMVAX - KIRR MARBACH PARTNERS FUNDS INC - Kirr, Marbach Partners Value Fund |
6 |
Resource Real Estate Diversified Income Fund |
6 |
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF |
6 |
Harvest Capital Strategies LLC |
6 |
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
6 |
Venator Capital Management Ltd. |
6 |
Scarborough Advisors, LLC |
6 |
Capstone Series Fund Inc |
6 |
EverPoint Asset Management, LLC |
6 |
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A |
6 |
VCCBX - VALIC Co II - Core Bond Fund |
6 |
Berkley W R Corp |
6 |
S. Muoio & Co. Llc |
6 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 |
6 |
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 |
6 |
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A |
6 |
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I |
6 |
Rotella Capital Management, Inc. |
6 |
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
6 |
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I |
6 |
CGRRX - Calvert Management Series - Calvert Global Real Estate Fund Class R6 |
6 |
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 |
6 |
ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
6 |
Legacy Financial Advisors, Inc. |
6 |
Van Berkom & Associates Inc. |
6 |
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
6 |
Turtle Creek Wealth Advisors, LLC |
6 |
Fenimore Asset Management Inc |
6 |
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV |
6 |
Redwood Investment Management, Llc |
6 |
Jericho Capital Asset Management L.P. |
6 |
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
6 |
Weaver C. Barksdale & Associates, Inc. |
6 |
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
6 |
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A |
6 |
Livforsakringsbolaget Skandia, Omsesidigt |
6 |
Investors Capital Advisory Services |
6 |
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 |
6 |
Patten Group, Inc. |
6 |
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III |
6 |
Trust Co |
6 |
Better Money Decisions, LLC |
6 |
Cromwell Holdings LLC |
6 |
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A |
6 |
Partners Capital Investment Group, Llp |
6 |
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares |
6 |
Brown Advisory Securities, LLC |
6 |
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A |
6 |
Peapack Gladstone Financial Corp |
6 |
AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A |
6 |
Dai-Ichi Life Insurance Company, Ltd |
6 |
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class |
6 |
Deer Park Road Corp |
6 |
Dreman Value Management, L L C |
6 |
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M |
6 |
ICA Group Wealth Management, LLC |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
6 |
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
6 |
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
6 |
Azora Capital LP |
6 |
Frontier Capital Management Co Llc |
6 |
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
6 |
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA |
6 |
Mesirow Institutional Investment Management, Inc. |
6 |
Opus Capital Group, LLC |
6 |
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
6 |
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA |
6 |
Ninety One North America, Inc. |
6 |
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
6 |
Ninety One UK Ltd |
6 |
Burney Co/ |
6 |
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF |
6 |
SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF |
6 |
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A |
6 |
Virtue Capital Management, LLC |
6 |
GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
6 |
First Pacific Advisors, LP |
6 |
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF |
6 |
CRCRX - MAINSTAY FUNDS TRUST - MainStay CBRE Real Estate Fund Class C |
6 |
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A |
6 |
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
6 |
B&I Capital AG |
6 |
Decade Capital Management Llc |
6 |
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund |
6 |
Abacus Planning Group, Inc. |
6 |
Knightsbridge Asset Management, Llc |
6 |
Marino, Stram & Associates Llc |
6 |
OmniStar Financial Group, Inc. |
6 |
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
6 |
Nvwm, Llc |
6 |
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
6 |
Doyle Wealth Management |
6 |
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
6 |
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
6 |
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
6 |
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class |
6 |
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class |
6 |
Atlas Capital Advisors Llc |
6 |
FFERX - FIDELITY SELECT PORTFOLIOS - Fidelity Flex Real Estate Fund |
6 |
Stonnington Group, Llc |
6 |
Pekin Hardy Strauss, Inc. |
6 |
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A |
6 |
Exencial Wealth Advisors, Llc |
6 |
Griffin Institutional Access Credit Fund |
6 |
Adviser Investments LLC |
6 |
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
6 |
Rivernorth Capital Management, Llc |
6 |
Robotti Robert |
6 |
Change Path, LLC |
6 |
Gladius Capital Management LP |
6 |
Artemis Investment Management LLP |
6 |
GIIYX - GuideStone Funds - International Equity Index Fund Institutional |
6 |
Cantab Capital Partners LLP |
6 |
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares |
6 |
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional |
6 |
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional |
6 |
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
6 |
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
6 |
Binnacle Investments Inc |
6 |
Nicola Wealth Management Ltd. |
6 |
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF |
6 |
Aspect Partners, LLC |
6 |
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
6 |
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A |
6 |
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
6 |
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
6 |
Spears Abacus Advisors LLC |
6 |
Price Capital Management, Inc. |
6 |
RFG Advisory, LLC |
6 |
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF |
6 |
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
6 |
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
6 |
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF |
6 |
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A |
6 |
Ridgewood Investments LLC |
6 |
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
6 |
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A |
6 |
MCHI - iSHARES TRUST - iShares MSCI China ETF |
6 |
Empirical Finance, LLC |
6 |
Stonehill Capital Management Llc |
6 |
Channing Capital Management, LLC |
6 |
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
6 |
AIA Group Ltd |
6 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
6 |
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund |
5 |
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF |
5 |
Johnson Midwest Financial, LLC |
5 |
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF |
5 |
FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor |
5 |
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A |
5 |
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF |
5 |
Delaware Vip Trust - Delaware Vip Reit Series Standard Class |
5 |
Hound Partners, LLC |
5 |
Iridian Asset Management Llc/ct |
5 |
Geduld E E |
5 |
Sandia Investment Management LP |
5 |
GOODX - GoodHaven Funds Trust - GoodHaven Fund |
5 |
Minichmacgregor Wealth Management, Llc |
5 |
EELDX - Eaton Vance Series Fund, Inc - Eaton Vance Emerging Markets Debt Opportunities Fund Class R6 |
5 |
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
5 |
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares |
5 |
Markston International Llc |
5 |
Nokota Management, LP |
5 |
Delta Lloyd Asset Management N.v. |
5 |
RORE - Lattice Strategies Trust - Hartford Multifactor REIT ETF |
5 |
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
5 |
Confluence Investment Management Llc |
5 |
MKP Capital Management, L.L.C. |
5 |
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
5 |
Pzena Investment Management Llc |
5 |
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio |
5 |
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
5 |
Abel Hall, LLC |
5 |
Ivy Variable Insurance Portfolios - Ivy VIP Securian Real Estate Securities Class II |
5 |
ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS |
5 |
Sentinel Group Funds Inc |
5 |
VGSRX - Manager Directed Portfolios - Vert Global Sustainable Real Estate Fund Institutional Shares |
5 |
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
5 |
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class |
5 |
Sprott Inc. |
5 |
PXRAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps International Real Estate Securities Fund Class A |
5 |
Squar Milner Financial Services Llc |
5 |
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A |
5 |
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF |
5 |
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
5 |
Signition Lp |
5 |
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
5 |
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
5 |
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB |
5 |
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S |
5 |
Obermeyer Wood Investment Counsel, Lllp |
5 |
Bloom Tree Partners, Llc |
5 |
Legato Capital Management LLC |
5 |
New South Capital Management Inc |
5 |
Ferris Capital, Llc |
5 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
5 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
5 |
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class |
5 |
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
5 |
Piershale Financial Group, Inc. |
5 |
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
5 |
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
5 |
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
5 |
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF |
5 |
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB |
5 |
Banco Santander, S.A. |
5 |
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares |
5 |
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
5 |
Origin Asset Management LLP |
5 |
ACK Asset Management LLC |
5 |
Zeke Capital Advisors, Llc |
5 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
5 |
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A |
5 |
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF |
5 |
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF |
5 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
5 |
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class |
5 |
Putnam High Income Securities Fund |
5 |
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
5 |
Taylor Hoffman Wealth Management |
5 |
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
5 |
Bellwether Advisors, LLC |
5 |
Integrated Investment Consultants, LLC |
5 |
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF |
5 |
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF |
5 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC |
5 |
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
5 |
Rock Creek Group, LP |
5 |
MAPTX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS PACIFIC TIGER FUND Investor Class Shares |
5 |
Cardinal Capital Management Llc /ct |
5 |
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
5 |
Bradley Foster & Sargent Inc/ct |
5 |
ARB - AltShares Trust - AltShares Merger Arbitrage ETF |
5 |
WFLEX - ADVISORS' INNER CIRCLE FUND - Westwood Flexible Income Fund INSTITUTIONAL SHARES |
5 |
Scepter Holdings, Inc. |
5 |
Triad Wealth Partners, LLC |
5 |
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF |
5 |
IRSYX - IVY FUNDS - Ivy Securian Real Estate Securities Fund Class Y |
5 |
Orion Capital Management LLC |
5 |
Emerald Investment Partners, Llc |
5 |
Securian Funds Trust - SFT Real Estate Securities Fund Class 2 |
5 |
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
5 |
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
5 |
Eaton Vance Senior Floating Rate Trust |
5 |
Stansberry Asset Management, Llc |
5 |
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF |
5 |
Quadcap Wealth Management, LLC |
5 |
Harris Associates L P |
5 |
Zullo Investment Group, Inc. |
5 |
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
5 |
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF |
5 |
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
5 |
Granahan Investment Management Inc/ma |
5 |
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
5 |
OSCV - ETF Series Solutions - Opus Small Cap Value ETF |
5 |
Tacita Capital Inc |
5 |
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A |
5 |
Tectonic Advisors Llc |
5 |
Carillon Tower Advisers, Inc. |
5 |
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T |
5 |
Harrison Street Securities, LLC |
5 |
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF |
5 |
Forum Financial Management, LP |
5 |
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A |
5 |
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
5 |
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A |
5 |
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
5 |
Scharf Investments, Llc |
5 |
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class |
5 |
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
5 |
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
5 |
Crawford Investment Counsel Inc |
5 |
Oppenheimer Global Multi-asset Income Fund |
5 |
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
5 |
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class |
5 |
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A |
5 |
BBT Capital Management, LLC |
5 |
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF |
5 |
Howard Hughes Medical Institute |
5 |
Capitolis Advisors LLC |
5 |
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
5 |
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class |
5 |
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF |
5 |
Parisi Gray Wealth Management |
5 |
Waterfront Wealth Inc. |
5 |
HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF |
5 |
Tri Locum Partners LP |
5 |
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class |
5 |
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund |
5 |
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
5 |
Southside Capital, Llc |
5 |
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
5 |
Advisory Alpha, LLC |
5 |
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A |
5 |
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class |
5 |
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional |
5 |
UMPIX - Profunds - Ultramid-cap Profund Investor Class |
5 |
Coston, McIsaac & Partners |
5 |
MGPIX - Profunds - Mid-cap Growth Profund Investor Class |
5 |
Passport Capital, LLC |
5 |
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS |
5 |
NorthRock Partners, LLC |
5 |
REAP Financial Group, LLC |
5 |
Cavalier Investments, LLC |
5 |
MLPIX - Profunds - Mid-cap Value Profund Investor Class |
5 |
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
5 |
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A |
5 |
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class |
5 |
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
5 |
MDPIX - Profunds - Mid-cap Profund Investor Class |
5 |
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF |
5 |
FNY Partners Fund LP |
5 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class |
5 |
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A |
5 |
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
5 |
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
5 |
Spring Creek Capital Llc |
5 |
Foster & Motley Inc |
5 |
CNZLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Australia/New Zealand Fund |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
5 |
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
5 |
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
5 |
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
5 |
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares |
5 |
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
5 |
Hennion & Walsh Asset Management, Inc. |
5 |
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
5 |
Arlington Partners LLC |
5 |
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF |
5 |
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
5 |
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 |
5 |
Wintrust Investments Llc |
5 |
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I |
5 |
Acuitas Investments, LLC |
5 |
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A |
5 |
SummerHaven Investment Management, LLC |
5 |
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF |
5 |
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
5 |
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 |
5 |
Dfa Investment Dimensions Group Inc - Va International Value Portfolio |
5 |
AMG National Trust Bank |
5 |
Tradeworx Inc. |
5 |
Dfa Investment Trust Co - The Dfa International Value Series |
5 |
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I |
5 |
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF |
5 |
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES |
5 |
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class |
5 |
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund |
5 |
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
5 |
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares |
5 |
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I |
5 |
Providence Capital Advisors, LLC |
5 |
Van Hulzen Asset Management, LLC |
5 |
6 Meridian |
5 |
John Hancock Financial Opportunities Fund |
5 |
TLRSX - TIAA-CREF LIFE FUNDS - Real Estate Securities Fund |
5 |
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class |
5 |
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA International Real Estate Securities Portfolio - Institutional Class |
5 |
Van Den Berg Management I, Inc |
5 |
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund |
5 |
Kings Point Capital Management |
5 |
Knight Capital Group, Inc. |
5 |
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
5 |
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares |
5 |
TIREX - TIAA-CREF FUNDS - TIAA-CREF Real Estate Securities Fund Institutional Class |
5 |
Syntal Capital Partners, LLC |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class |
5 |
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
5 |
QDRPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Real Estate Portfolio |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
5 |
China Fund Inc |
5 |
Fidelity Central Investment Portfolios LLC - Fidelity Financials Central Fund |
5 |
Fiduciary Management Associates Llc |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
5 |
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C |
5 |
Bel Air Investment Advisors Llc |
5 |
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A |
5 |
Western Asset High Income Fund Ii Inc. |
5 |
Owl Creek Asset Management, L.P. |
5 |
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
5 |
Jackson, Grant Investment Advisers, Inc. |
5 |
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
5 |
IIRAX - Voya MUTUAL FUNDS - Voya International Real Estate Fund Class A |
5 |
VCSOX - VALIC Co I - International Socially Responsible Fund |
5 |
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
5 |
BRACX - Blackrock Allocation Target Shares - Bats Series C |
5 |
Romano Brothers And Company |
5 |
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF |
5 |
Alpha Omega Wealth Management LLC |
5 |
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class |
5 |
Douglas Lane & Associates, LLC |
5 |
MML Series Investment Fund II - MML Blend Fund Initial Class |
5 |
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF |
5 |
MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
5 |
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A |
5 |
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A |
5 |
Profunds - Profund Vp Mid-cap Value |
5 |
Silphium Asset Management Ltd |
5 |
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
5 |
High Net Worth Advisory Group LLC |
5 |
Gabelli Convertible & Income Securities Fund Inc |
5 |
Mn Services Vermogensbeheer B.V. |
5 |
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
5 |
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
5 |
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
5 |
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
5 |
Pettee Investors, Inc. |
5 |
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
5 |
Vanguard Explorer Fund |
5 |
IFEU - iSHARES TRUST - iShares Europe Developed Real Estate ETF |
5 |
Moody Aldrich Partners Llc |
5 |
Bard Associates Inc |
5 |
PFFD - Global X Funds - Global X U.S. Preferred ETF |
5 |
VMIDX - VALIC Co I - Mid Cap Index Fund |
5 |
Gabelli Global Utility & Income Trust |
5 |
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
5 |
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF |
5 |
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
5 |
Nokomis Capital, L.L.C. |
5 |
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
5 |
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
5 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
5 |
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
5 |
Capital One, National Association |
5 |
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
5 |
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
5 |
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
5 |
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
5 |
Jackson Square Capital, Llc |
5 |
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
5 |
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
5 |
KIRAX - Ultimus Managers Trust - Westwood Salient Global Real Estate Fund A Class Shares |
5 |
Essex Savings Bank |
5 |
REIAX - Investment Managers Series Trust - West Loop Realty Fund Class A Shares |
5 |
Boston Common Asset Management, LLC |
5 |
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares |
5 |
YorkBridge Wealth Partners, LLC |
5 |
My Personal CFO, LLC |
5 |
Advance Capital I Inc |
5 |
VHYLX - VALIC Co I - High Yield Bond Fund |
5 |
Hazlett, Burt & Watson, Inc. |
5 |
KIFYX - Ultimus Managers Trust - Westwood Salient Select Income Fund Institutional Shares |
5 |
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund |
5 |
Sheets Smith Wealth Management |
5 |
Tobam |
5 |
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I |
5 |
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
5 |
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV |
5 |
Triad Investment Management |
5 |
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P |
5 |
Oarsman Capital, Inc. |
5 |
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
5 |
Discovery Capital Management, Llc / Ct |
5 |
GLIN - VanEck Vectors ETF Trust - VanEck Vectors India Small-Cap Index ETF |
5 |
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF |
5 |
Oppenheimer Integrity Funds |
5 |
Pax World Management Llc |
5 |
Sb Investment Advisers (uk) Ltd |
5 |
Oliver Luxxe Assets LLC |
5 |
Laurel Wealth Advisors LLC |
5 |
VIOPX - VALIC Co I - International Opportunities Fund |
5 |
Coastal Capital Group, Inc. |
5 |
Beacon Financial Group |
5 |
V Wealth Advisors LLC |
5 |
Eudaimonia Partners, LLC |
5 |
Costello Asset Management, INC |
5 |
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares |
5 |
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 |
5 |
Insigneo Advisory Services, Llc |
5 |
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
5 |
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
5 |
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund |
5 |
SSRSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Real Estate Securities V.I.S. Fund Class 1 Shares |
5 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
5 |
Moran Wealth Management, LLC |
5 |
Premier Fund Managers Ltd |
5 |
Worth Asset Management, LLC |
5 |
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
5 |
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia |
5 |
Morgan Stanley Income Securities Inc |
5 |
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Green Building ETF |
5 |
Glg Inc. |
5 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
5 |
West Oak Capital, LLC |
5 |
Murchinson Ltd. |
5 |
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
5 |
Mawer Investment Management Ltd. |
5 |
Private Capital Management Inc |
5 |
Magnolia Group, Llc |
5 |
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
5 |
Apollon Wealth Management, LLC |
5 |
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional |
5 |
King Street Capital Management, L.p. |
5 |
Sepio Capital, LP |
5 |
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
5 |
MBM Wealth Consultants, LLC |
5 |
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares |
5 |
Equitable Holdings, Inc. |
5 |
Northern Oak Wealth Management Inc |
5 |
Ziegler Capital Management, LLC |
5 |
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
5 |
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
5 |
Park Place Capital Corp |
5 |
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF |
5 |
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
5 |
Nuveen Core Equity Alpha Fund |
5 |
Power Corp of Canada |
5 |
Montrusco Bolton Investments Inc. |
5 |
West Family Investments, Inc. |
5 |
Columbia Funds Variable Series Trust II - CTIVP - CenterSquare Real Estate Fund Class 1 |
5 |
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
5 |
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A |
5 |
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF |
5 |
EGLBX - ELFUN INTERNATIONAL EQUITY FUND - ELFUN INTERNATIONAL EQUITY FUND Elfun International Equity Fund |
5 |
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF |
5 |
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A |
5 |
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
5 |
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
5 |
Thb Asset Management |
5 |
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF |
5 |
Pimco Income Strategy Fund |
5 |
Azzad Asset Management Inc /adv |
5 |
Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
5 |
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class |
5 |
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
5 |
Hilltop National Bank |
5 |
Marex Group plc |
5 |
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
5 |
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A |
5 |
Lee Danner & Bass Inc |
5 |
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
5 |
Columbia Partners L L C Investment Management |
5 |
SA FUNDS INVESTMENT TRUST - SA International Value Fund |
5 |
Ossiam |
5 |
Perpetual Investment Management Ltd |
5 |
Turner Funds |
5 |
BlackRock ESG Capital Allocation Trust |
5 |
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
5 |
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA |
5 |
Oppenheimer Limited-term Bond Fund |
5 |
Mpwm Advisory Solutions, Llc |
5 |
MRESX - Total Fund Solution - Cromwell CenterSquare Real Estate Fund Investor Class Shares |
5 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
5 |
FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund |
5 |
Beach Point Capital Management LP |
5 |
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z |
5 |
Deltec Asset Management Llc |
5 |
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF |
5 |
BRC Investment Management LLC |
5 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class |
5 |
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class |
5 |
PharVision Advisers, LLC |
5 |
FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund |
5 |
TCELX - T. Rowe Price International Funds, Inc. - T. Rowe Price China Evolution Equity Fund |
5 |
Profunds - Profund Vp Mid-cap Growth |
5 |
Hoover Financial Advisors, Inc. |
5 |
City Holding Co |
5 |
KAMES CAPITAL plc |
5 |
Antara Capital LP |
5 |
Kelly Financial Services LLC |
5 |
BESIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Small Cap Growth Fund Class I |
5 |
Burt Wealth Advisors |
5 |
Century Capital Management, LLC |
5 |
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF |
5 |
Garde Capital, Inc. |
5 |
Community Bank, N.A. |
5 |
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund |
5 |
NEMAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Emerging Markets Equity Fund Class A |
5 |
Kleinwort Benson Investors Dublin Ltd |
5 |
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
5 |
Malaga Cove Capital, LLC |
5 |
Kb Financial Partners, Llc |
5 |
Independence Capital Asset Partners, LLC |
5 |
Marshall & Sterling Wealth Advisors Inc. |
5 |
Fulcrum Asset Management LLP |
5 |
Israel Discount Bank of New York |
5 |
TCG Advisory Services, LLC |
5 |
Oppenheimer Capital Income Fund |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class |
5 |
VSDIX - Investment Managers Series Trust - Securian AM Real Asset Income Fund Institutional Class Shares |
5 |
DeepCurrents Investment Group LLC |
5 |
Landmark Investment Partners, L.p. |
5 |
Sii Investments Inc/wi |
5 |
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF |
5 |
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A |
5 |
Claro Advisors LLC |
5 |
Miles Capital, Inc. |
5 |
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A |
5 |
Moody Lynn & Lieberson, Llc |
5 |
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A |
5 |
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
5 |
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
5 |
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
5 |
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
5 |
Boston Provident, L.p. |
5 |
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
5 |
FLCH - Franklin Templeton ETF Trust - Franklin FTSE China ETF |
5 |
VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares |
5 |
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF |
5 |
Lakewood Asset Management LLC |
5 |
Destination Wealth Management |
5 |
Cribstone Capital Management, LLC |
5 |
Honeywell International Inc |
5 |
MCHFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS CHINA FUND Investor Class Shares |
5 |
ASIA - MATTHEWS INTERNATIONAL FUNDS - Matthews Pacific Tiger Active ETF |
5 |
Deerfield Management Company, L.p. (series C) |
5 |
Widmann Financial Services, Inc. |
5 |
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF |
5 |
Heartland Advisors Inc |
5 |
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
5 |
Eastern Bank |
5 |
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
5 |
Tremblant Capital Group |
5 |
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF |
5 |
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A |
5 |
FCA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust China AlphaDEX Fund |
5 |
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund |
5 |
Financiere des Professionnels - Fonds d,investissement inc. |
5 |
CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I |
5 |
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
5 |
Ferguson Wellman Capital Management, Inc |
5 |
Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
5 |
Armstrong Advisory Group, Inc |
5 |
Oakbrook Investments Llc |
5 |
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A |
5 |
Colonial Trust Co / SC |
5 |
BCJ Capital Management, LLC |
5 |
Modern Wealth Management, LLC |
5 |
FourWorld Capital Management LLC |
5 |
Aviso Financial Inc. |
5 |
Frontier Wealth Management LLC |
5 |
Quad-Cities Investment Group, LLC |
5 |
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C |
5 |
First Heartland Consultants, Inc. |
5 |
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A |
5 |
AllSquare Wealth Management LLC |
5 |
Cna Financial Corp |
5 |
D'Orazio & Associates, Inc. |
5 |
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
5 |
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF |
5 |
Transamerica Financial Advisors, Inc. |
5 |
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
5 |
BloombergSen Inc. |
5 |
Cim, Llc |
5 |
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class |
5 |
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF |
5 |
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund |
5 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
5 |
Putnam ETF Trust - Putnam ESG High Yield ETF - |
5 |
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
5 |
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class |
5 |
Fjarde Ap-fonden /fourth Swedish National Pension Fund |
5 |
Athena Capital Advisors Llc |
5 |
Naples Global Advisors, Llc |
5 |
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
5 |
Sage Rhino Capital Llc |
5 |
Hoxton Financial, Inc. |
5 |
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
5 |
Arbiter Partners Capital Management LLC |
5 |
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
5 |
Accretive Wealth Partners, LLC |
5 |
FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
5 |
Rice Hall James & Associates, Llc |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
5 |
Ogorek Anthony Joseph /ny/ /adv |
5 |
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF |
5 |
FEEM - FLEXSHARES TRUST - FlexShares ESG & Climate Emerging Markets Core Index Fund |
5 |
NGRIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Global Real Estate Fund Institutional Class |
5 |
Maple Securities Usa Inc |
5 |
Thompson Investment Management, Inc. |
5 |
Tokio Marine Asset Management Co Ltd |
5 |
Desjardins Global Asset Management Inc. |
5 |
RiverPark Advisors, LLC |
5 |
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A |
5 |
Blackthorn Investment Group Llc |
5 |
WealthStone, Inc. |
5 |
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares |
5 |
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
5 |
Pecaut & Co. |
5 |
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF |
5 |
NOMIX - Northern Funds - Northern Mid Cap Index Fund |
5 |
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I |
5 |
Perritt Capital Management Inc |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y |
5 |
NOBOX - Northern Funds - Northern Bond Index Fund |
5 |
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund |
5 |
Steel Canyon Capital, LLC |
5 |
Compass Ion Advisors, LLC |
5 |
Transcend Wealth Collective, Llc |
5 |
Concurrent Investment Advisors, LLC |
5 |
PAILX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison International Small-Mid Cap Opportunities Fund Class C |
5 |
Weaver Consulting Group |
5 |
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
5 |
Barometer Capital Management Inc. |
5 |
TRAOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Asia Opportunities Fund |
5 |
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
5 |
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares |
5 |
OIOIX - Investment Managers Series Trust II - AXS Income Opportunities Fund Class I |
5 |
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional |
5 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 |
5 |
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
5 |
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
5 |
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
5 |
Aberdeen Asset Management Plc/uk |
5 |
V-Square Quantitative Management LLC |
5 |
Oxbow Advisors, LLC |
5 |
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB |
5 |
FHKCX - FIDELITY INVESTMENT TRUST - Fidelity China Region Fund |
5 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
5 |
FID - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P International Dividend Aristocrats ETF |
5 |
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
5 |
Spectrum Management Group, LLC |
5 |
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
5 |
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) |
5 |
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
5 |
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
5 |
Capital International Investors |
5 |
GIRAX - GOLDMAN SACHS TRUST - Goldman Sachs International Real Estate Securities Fund Class A |
5 |
Biltmore Family Office, LLC |
5 |
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
5 |
Moloney Securities Asset Management, LLC |
5 |
Profunds - Profund Vp Ultramid-cap |
5 |
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
5 |
Gilder Gagnon Howe & Co Llc |
5 |
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y |
5 |
Corsair Opportunity Fund |
5 |
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) |
5 |
Apriem Advisors |
5 |
Privium Fund Management (UK) Ltd |
5 |
TradeLink Capital LLC |
5 |
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF |
5 |
Keebeck Wealth Management, LLC |
5 |
CLARX - Voya EQUITY TRUST - Voya Real Estate Fund Class A |
5 |
Kanaly Trust Co |
5 |
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
5 |
Nemes Rush Group LLC |
5 |
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
5 |
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) |
5 |
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
5 |
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
5 |
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A |
5 |
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF |
5 |
HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
5 |
Eagle Global Advisors Llc |
5 |
Pacifica Partners Inc. |
5 |
Dean Investment Associates, Llc |
5 |
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I |
5 |
Kazazian Asset Management, LLC |
5 |
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
5 |
Sit Investment Associates Inc |
5 |
Next Century Growth Investors Llc |
5 |
Chatham Capital Group, Inc. |
5 |
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF |
5 |
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
5 |
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A |
5 |
QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
5 |
Custom Index Systems, Llc |
5 |
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class |
5 |
Raging Capital Management, LLC |
5 |
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
5 |
Girard Partners Ltd. |
5 |
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
5 |
Teamwork Financial Advisors, LLC |
5 |
Cross Staff Investments Inc |
5 |
Regency Capital Management Inc.\DE |
5 |
Wedmont Private Capital |
5 |
HBK Sorce Advisory LLC |
5 |
Vinva Investment Management Ltd |
5 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional |
5 |
Isi Strategy Fund Inc |
5 |
Symmetry Peak Management Llc |
5 |
PSI Advisors, LLC |
5 |
Okabena Investment Services Inc |
5 |
GraniteShares Advisors LLC |
5 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
5 |
Hilltop Holdings Inc. |
5 |
Wealth Alliance |
5 |
Adams Wealth Management |
5 |
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio |
5 |
Quantum Capital Management |
5 |
1776 Wealth LLC |
5 |
KDIV - Krane Shares Trust - KraneShares S&P Pan Asia Dividend Aristocrats Index ETF |
5 |
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A |
5 |
Roundview Capital LLC |
5 |
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
5 |
American Fidelity Dual Strategy Fund Inc |
5 |
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
5 |
Retirement Planning Co of New England, Inc. |
5 |
PIMCO Energy & Tactical Credit Opportunities Fund |
5 |
DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A |
5 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
5 |
Forum Securities Ltd |
5 |
GRNR - Global X Funds - Global X Green Building ETF |
5 |
URTLX - UNDISCOVERED MANAGERS FUNDS - JPMorgan Realty Income Fund Class L |
5 |
CBIZ Investment Advisory Services, LLC |
5 |
Spdr S&p Midcap 400 Etf Trust |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class |
5 |
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class |
5 |
DoubleLine ETF Adviser LP |
5 |
Solaris Asset Management Llc |
5 |
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
5 |
Sage Investment Counsel LLC |
5 |
Herold Advisors, Inc. |
5 |
OTA Financial Group L.P. |
5 |
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
5 |
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I |
5 |
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
5 |
Integrated Core Strategies (us) Llc |
5 |
Stokes Family Office, LLC |
5 |
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
5 |
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF |
5 |
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund |
5 |
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
5 |
Lenox Wealth Management, Inc. |
5 |
Resolution Capital Ltd |
5 |
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
5 |
Findlay Park Partners LLP |
5 |
Kiwi Wealth Investments Limited Partnership |
5 |
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares |
5 |
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E |
5 |
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
5 |
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
5 |
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A |
5 |
Dean Capital Management |
5 |
Buckingham Strategic Partners |
5 |
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
5 |
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
5 |
Allen Investment Management LLC |
5 |
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class |
5 |
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
5 |
Voss Capital, LLC |
5 |
Nuveen Floating Rate Income Fund |
5 |
BlackRock Capital Allocation Trust |
5 |
BCIFX - BLUE CHIP INVESTOR FUNDS - Blue Chip Investor Fund |
5 |
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
5 |
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
5 |
KESG - Krane Shares Trust - KraneShares MSCI China ESG Leaders Index ETF |
5 |
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
5 |
AUERX - Unified Series Trust - Auer Growth Fund |
5 |
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class |
5 |
Dreyfus High Yield Strategies Fund |
5 |
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A |
5 |
Altus Wealth Group LLC |
5 |
Peregrine Asset Advisers, Inc. |
5 |
SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio |
5 |
Masso Torrence Wealth Management Inc. |
5 |
First Command Financial Services, Inc. |
5 |
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
5 |
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A |
5 |
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
5 |
First Command Bank |
5 |
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
5 |
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I |
5 |
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
5 |
Avenir Corp |
5 |
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A |
5 |
XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A |
5 |
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF |
5 |
Allianzgi Diversified Income & Convertible Fund |
5 |
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF |
5 |
Aristotle Capital Boston, LLC |
5 |
INFL - Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF |
5 |
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
5 |
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I |
5 |
FSRJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Real Estate Fund |
5 |
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio |
5 |
Centerbridge Partners, L.P. |
5 |
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF |
5 |
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N |
5 |
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
5 |
Ardsley Advisory Partners Lp |
5 |
Strategic Asset Management, LLC |
5 |
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
5 |
Coastal Bridge Advisors, LLC |
5 |
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A |
5 |
Cookson Peirce & Co Inc |
5 |
DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A |
5 |
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I |
5 |
Lansforsakringar Fondforvaltning AB (publ) |
5 |
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class |
5 |
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
5 |
Axiom International Investors Llc /de |
5 |
IFC Holdings Incorporated/FL |
5 |
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
5 |
Eaton Vance Floating-rate Income Trust |
5 |
NETL - ETF Series Solutions - NetLease Corporate Real Estate ETF NETLease Corporate Real Estate ETF |
5 |
Paralel Advisors LLC |
5 |
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF |
5 |
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
5 |
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
5 |
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares |
5 |
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
5 |
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund |
5 |
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A |
5 |
DBLTX - DoubleLine Funds Trust - DoubleLine Total Return Bond Fund Class I |
5 |
JOEMX - Advisers Investment Trust - JOHCM Emerging Markets Opportunities Fund Institutional Shares |
5 |
Voisard Asset Management Group, Inc. |
5 |
DFIV - Dimensional ETF Trust - Dimensional International Value ETF |
5 |
AIA Investment Management Private Ltd |
5 |
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF |
5 |
PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C |
5 |
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
5 |
Sagefield Capital LP |
5 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
5 |
Grayhawk Investment Strategies Inc. |
5 |
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF |
5 |
SeaBridge Investment Advisors LLC |
5 |
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF |
5 |
Europacific Growth Fund |
5 |
Calton & Associates, Inc. |
5 |
ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF |
4 |
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
4 |
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
4 |
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class |
4 |
Total Investment Management Inc |
4 |
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A |
4 |
REIZX - THIRD AVENUE TRUST - Third Avenue International Real Estate Value Fund Z Class |
4 |
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
4 |
Cpwm, Llc |
4 |
Symmetry Partners, LLC |
4 |
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF |
4 |
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF |
4 |
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
4 |
Y.D. More Investments Ltd |
4 |
Polianta Ltd |
4 |
Kettle Hill Capital Management, Llc |
4 |
GFI Investment Counsel Ltd. |
4 |
Glenview Trust Co |
4 |
All Season Financial Advisors, Inc. |
4 |
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF |
4 |
Sentry Investments Corp. |
4 |
Blackstone / Gso Senior Floating Rate Term Fund |
4 |
Leverage Partners Absolute Return Fund SPC |
4 |
Symmetry Investments LP |
4 |
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
4 |
Nuveen Tax-advantaged Dividend Growth Fund |
4 |
Eaton Vance Tax-managed Buy-write Opportunities Fund |
4 |
Eaton Vance Tax-managed Global Buy-write Opportunities Fund |
4 |
Eaton Vance Tax-managed Buy-write Income Fund |
4 |
Stone House Investment Management, LLC |
4 |
Nuveen S&p 500 Buywrite Income Fund |
4 |
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
4 |
Farmers & Merchants Trust Co of Chambersburg PA |
4 |
Nuveen Diversified Dividend & Income Fund |
4 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
4 |
Kohmann Bosshard Financial Services, LLC |
4 |
Mizuho Markets Americas Llc |
4 |
Eaton Vance Senior Income Trust |
4 |
Asset Planning Services, Ltd. |
4 |
West Financial Advisors, LLC |
4 |
AustralianSuper Pty Ltd |
4 |
Sprott Focus Trust Inc. |
4 |
NTSE - WisdomTree Trust - WisdomTree Emerging Markets Efficient Core Fund N/A |
4 |
Black Swift Group, LLC |
4 |
Almitas Capital LLC |
4 |
Morgan Stanley India Investment Fund, Inc. |
4 |
DODEX - DODGE & COX FUNDS - Dodge & Cox Emerging Markets Stock Fund |
4 |
FOMO - Collaborative Investment Series Trust - FOMO ETF |
4 |
Pcm Fund, Inc. |
4 |
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF |
4 |
Wilmington Funds Management Corp |
4 |
Bridgewater Advisors Inc. |
4 |
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A |
4 |
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class |
4 |
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 |
4 |
Man Investments Ltd |
4 |
Telluride Asset Management LLC |
4 |
Templeton Dragon Fund Inc |
4 |
Clearview Wealth Advisors LLC |
4 |
Legg Mason Investment Counsel, LLC |
4 |
Cohen & Steers Institutional Global Realty Shares, Inc. |
4 |
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A |
4 |
Pimco Dynamic Credit & Mortgage Income Fund |
4 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
4 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
4 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
4 |
TRREX - T. Rowe Price Real Estate Fund, Inc. - T. Rowe Price Real Estate Fund, Inc. |
4 |
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
4 |
Ariel Investments, Llc |
4 |
HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
4 |
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV |
4 |
Trust For Advisor Solutions |
4 |
Crescent Capital Consulting, LLC |
4 |
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
4 |
Railway Pension Investments Ltd |
4 |
JOMEX - JOHCM Funds Trust - JOHCM Emerging Markets Small Mid Cap Equity Fund Class Z Shares |
4 |
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class |
4 |
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C |
4 |
Thirdline Real Estate Income Fund |
4 |
Md Sass Investors Services Inc |
4 |
Sumit Capital, Llc |
4 |
SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S |
4 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
4 |
Kavi Asset Management, LP |
4 |
ICONIQ Capital, LLC |
4 |
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
4 |
Gator Capital Management, LLC |
4 |
Tiverton Asset Management Llc |
4 |
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR |
4 |
EVNT - AltShares Trust - AltShares Event-Driven ETF |
4 |
Beck Capital Management, Llc |
4 |
Dodge & Cox |
4 |
Blackrock 2022 Global Income Opportunity Trust |
4 |
Congress Asset Management Co /ma |
4 |
Reuter James Wealth Management, Llc |
4 |
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 |
4 |
Eos Focused Equity Management, L.P. |
4 |
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF |
4 |
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class |
4 |
Eos Management, L.P. |
4 |
Walter & Keenan Financial Consulting Co /mi/ /adv |
4 |
Cannell Peter B & Co Inc |
4 |
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I |
4 |
Dai-ichi Life Holdings, Inc. |
4 |
Gardner Lewis Asset Management L P |
4 |
DGS Capital Management, LLC |
4 |
Kestrel Investment Management Corp |
4 |
Seven Locks Capital Management Lp |
4 |
Riverwater Partners LLC |
4 |
Stelac Advisory Services LLC |
4 |
Maryland Capital Advisors Inc. |
4 |
Dixon Hughes Goodman Wealth Advisors LLC |
4 |
Naviter Wealth, LLC |
4 |
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
4 |
Ratan Capital Management LP |
4 |
Wright Managed Equity Trust |
4 |
Privium Fund Management B.V. |
4 |
Credit Suisse Asset Management Income Fund Inc |
4 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. |
4 |
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y |
4 |
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. |
4 |
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. |
4 |
Duquesne Family Office LLC |
4 |
Guggenheim Credit Allocation Fund |
4 |
Ruggie Capital Group |
4 |
Robeco Schweiz AG |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class |
4 |
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K |
4 |
Militia Capital Partners, LP |
4 |
Boulder Hill Capital Management Lp |
4 |
Chiron Capital Management, Llc |
4 |
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
4 |
ZPR Investment Management |
4 |
Eaton Vance Floating-rate Income Plus Fund |
4 |
Atika Capital Management LLC |
4 |
Fortis Group Advisors, LLC |
4 |
Morton Brown Family Wealth, LLC |
4 |
Bardin Hill Management Partners Lp |
4 |
Integrity Capital Management (HK) Ltd |
4 |
B. Metzler seel. Sohn & Co. AG |
4 |
Ten Capital Wealth Advisors, LLC |
4 |
Coatue Management Llc |
4 |
Slate Path Capital LP |
4 |
Maplelane Capital, Llc |
4 |
Oberweis Asset Management Inc/ |
4 |
Brant Point Investment Management Llc |
4 |
Journey Strategic Wealth Llc |
4 |
Sentinel Variable Products Trust |
4 |
Scoria Capital Partners LP |
4 |
Mbb Public Markets I Llc |
4 |
Polar Capital LLP |
4 |
Rainier Investment Management Llc |
4 |
Fort, L.p. |
4 |
STMMX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Real Estate Fund A Shares |
4 |
First Pacific Financial |
4 |
Guardian Capital Lp |
4 |
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund |
4 |
Arbor Wealth Management, LLC |
4 |
IRET - Tidal Trust II - iREIT(R) - MarketVector Quality REIT Index ETF |
4 |
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A |
4 |
John Hancock Investors Trust |
4 |
John Hancock Income Securities Trust |
4 |
Western Pacific Wealth Management, LP |
4 |
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares |
4 |
Wealthsource Partners, Llc |
4 |
Global Macro Portfolio - Global Macro Portfolio |
4 |
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares |
4 |
BlackRock ETF Trust II - BlackRock High Yield ETF |
4 |
Adams Diversified Equity Fund, Inc. |
4 |
First Trust High Income Long/short Fund |
4 |
Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio |
4 |
Motley Fool Wealth Management, LLC |
4 |
SLIM - Janus Detroit Street Trust - The Obesity ETF |
4 |
Castleark Management Llc |
4 |
KKR Credit Opportunities Portfolio |
4 |
Wellesley Asset Management |
4 |
Kraematon Investment Advisors, Inc |
4 |
Oppenheimer Real Estate Fund |
4 |
Autumn Glory Partners, LLC |
4 |
Omni Event Management Ltd |
4 |
Rinkey Investments |
4 |
Wafra Inc. |
4 |
Greenwich Investment Management, Inc. |
4 |
Ascend Capital, Llc |
4 |
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
4 |
Cove Street Capital, LLC |
4 |
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund |
4 |
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
4 |
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
4 |
Warberg Asset Management LLC |
4 |
Meiji Yasuda Life Insurance Co |
4 |
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
4 |
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
4 |
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
4 |
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF |
4 |
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
4 |
Avanza Fonder AB |
4 |
Aston Asset Management, LLC |
4 |
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF |
4 |
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
4 |
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares |
4 |
Clough Global Equity Fund |
4 |
Kkr Income Opportunities Fund |
4 |
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
4 |
Shapiro Robert N |
4 |
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class |
4 |
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF |
4 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A |
4 |
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF |
4 |
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class |
4 |
Tcw Alternative Funds |
4 |
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A |
4 |
Credit Suisse High Yield Bond Fund |
4 |
Copeland Trust - COPELAND INTERNATIONAL SMALL CAP FUND Class A Shares |
4 |
GFGF - EA Series Trust - Guru Favorite Stocks ETF |
4 |
Verde Servicos Internacionais S.A. |
4 |
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
4 |
Atlantic Union Bankshares Corp |
4 |
Heck Capital Advisors, LLC |
4 |
Goldman Sachs Real Estate Diversified Income Fund |
4 |
Melvin Capital Management LP |
4 |
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class |
4 |
TFRIX - TRUST FOR PROFESSIONAL MANAGERS - Terra Firma US Concentrated Realty Equity Fund Institutional Class Shares |
4 |
Baupost Group Llc/ma |
4 |
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class |
4 |
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
4 |
Atlas Private Wealth Advisors |
4 |
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
4 |
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF |
4 |
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
4 |
Meitav Dash Investments Ltd |
4 |
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF |
4 |
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class |
4 |
Vanguard Morgan Growth Fund |
4 |
Aristotle Capital Management, LLC |
4 |
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares |
4 |
Franklin Ltd Duration Income Trust |
4 |
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF |
4 |
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares |
4 |
Blume Capital Management, Inc. |
4 |
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
4 |
Stone Toro Investment Advisers, LP |
4 |
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A |
4 |
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares |
4 |
Skba Capital Management Llc |
4 |
Richard Bernstein Advisors LLC |
4 |
GFFIX - Gator Series Trust - Gator Financial Fund |
4 |
Kepos Capital LP |
4 |
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class |
4 |
1492 Capital Management LLC |
4 |
East Coast Asset Management, LLC. |
4 |
Old West Investment Management, LLC |
4 |
EdgeRock Capital LLC |
4 |
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF |
4 |
EMQQ - EXCHANGE TRADED CONCEPTS TRUST - EMQQ The Emerging Markets Internet & Ecommerce ETF |
4 |
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF |
4 |
Nuveen Flexible Investment Income Fund |
4 |
Tevis Investment Management |
4 |
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF |
4 |
CR Intrinsic Investors, LLC |
4 |
Winton Series Trust |
4 |
EQLT - iSHARES TRUST - iShares MSCI Emerging Markets Quality Factor ETF |
4 |
OHSHX - First Western Funds Trust - First Western Short Duration High Yield Credit Fund Institutional Shares |
4 |
VSDIX - Managed Portfolio Series - Securian AM Real Asset Income Fund Institutional Class Shares |
4 |
Fairfax Financial Holdings Ltd/ Can |
4 |
Kessler Investment Group, LLC |
4 |
Capital International Inc /ca/ |
4 |
JAGGX - FORUM FUNDS II - Jaguar Global Property Fund Institutional Shares |
4 |
Polen Capital Management Llc |
4 |
Smith, Moore & Co. |
4 |
Skylands Capital, LLC |
4 |
National Pension Service |
4 |
Peoples Financial Services Corp. |
4 |
MANA Advisors LLC |
4 |
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF |
4 |
Cambiar Investors Llc |
4 |
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund |
4 |
AMID - EA Series Trust - Argent Mid Cap ETF |
4 |
Diameter Capital Partners LP |
4 |
Prana Capital Management, LP |
4 |
Alethea Capital Management, Llc |
4 |
Lmcg Investments, Llc |
4 |
Lincluden Management Ltd |
4 |
Exos TFP Holdings LLC |
4 |
Weil Company, Inc. |
4 |
Nbt Bank N A /ny |
4 |
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
4 |
MCH - MATTHEWS INTERNATIONAL FUNDS - Matthews China Active ETF |
4 |
CNB Bank |
4 |
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A |
4 |
United Asset Strategies, Inc. |
4 |
Greystone Managed Investments Inc. |
4 |
Greenwich Wealth Management LLC |
4 |
Winthrop Partners - Wny, Llc |
4 |
Viking Global Investors Lp |
4 |
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund |
4 |
Factorial Partners, Llc |
4 |
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares |
4 |
Blackstone / Gso Floating Rate Enhanced Income Fund |
4 |
Fs Credit Income Fund |
4 |
Risk Paradigm Group, LLC |
4 |
Elo Mutual Pension Insurance Co |
4 |
NINE MASTS CAPITAL Ltd |
4 |
Silvant Capital Management LLC |
4 |
IPOYX - IVY FUNDS - Ivy Emerging Markets Equity Fund Class Y |
4 |
Global Wealth Strategies & Associates |
4 |
Blackrock Multi-sector Opportunities Trust |
4 |
Louisbourg Investments Inc. |
4 |
APRAX - Investment Managers Series Trust - AAM/Phocas Real Estate Fund Class A Shares |
4 |
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares |
4 |
BSW Wealth Partners |
4 |
Nantahala Capital Management, LLC |
4 |
Norinchukin Bank, The |
4 |
Unigestion Holding SA |
4 |
Gargoyle Investment Advisor L.L.C. |
4 |
Boussard & Gavaudan Investment Management LLP |
4 |
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class |
4 |
Icon Wealth Advisors, LLC |
4 |
G2 Investment Partners Management LLC |
4 |
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
4 |
Pacific Ridge Capital Partners, LLC |
4 |
Equitable Trust Co |
4 |
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class |
4 |
Foundations Investment Advisors, LLC |
4 |
RWCIX - Advisors' Inner Circle Fund III - RWC Global Emerging Equity Fund Class I Shares |
4 |
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares |
4 |
Soroban Capital Partners LP |
4 |
Polaris Wealth Advisory Group, LLC |
4 |
Roosevelt Investment Group Llc |
4 |
Canton Hathaway, LLC |
4 |
Tiger Eye Capital LLC |
4 |
Kavar Capital Partners, LLC |
4 |
Trium Capital LLP |
4 |
Gallagher Fiduciary Advisors, LLC |
4 |
Diversify Wealth Management, Llc |
4 |
Resources Management Corp /ct/ /adv |
4 |
Thomas White International Ltd |
4 |
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class |
4 |
New England Capital Financial Advisors LLC |
4 |
Sigma Capital Management Llc |
4 |
Dfpg Investments, Llc |
4 |
Nwam Llc |
4 |
Sixth Street Partners Management Company, L.P. |
4 |
Nkcfo Llc |
4 |
McGlone Suttner Wealth Management, Inc. |
4 |
Df Dent & Co Inc |
4 |
Syquant Capital Sas |
4 |
Grandview Asset Management LLC |
4 |
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
4 |
Personal Wealth Partners |
4 |
REMG - Russell Investments Exchange Traded Funds - Emerging Markets Equity Active ETF |
4 |
Mazama Capital Management Inc |
4 |
Symphony Financial, Ltd. Co. |
4 |
Park National Corp /oh/ |
4 |
Nexus Investment Management ULC |
4 |
Reston Wealth Management Llc |
4 |
Stratos Wealth Advisors, LLC |
4 |
Sirios Capital Management L P |
4 |
Harvest Portfolios Group Inc. |
4 |
LMR Master Fund Ltd |
4 |
Allstate Investment Management Co |
4 |
Gladstone Institutional Advisory LLC |
4 |
Connor Clark & Lunn Investment Management Ltd |
4 |
Argent Capital Management Llc |
4 |
Private Asset Management Inc |
4 |
Lawson Kroeker Investment Management Inc/ne |
4 |
Dakota Wealth Management |
4 |
PRW Wealth Management LLC |
4 |
First PREMIER Bank |
4 |
J. Safra Sarasin Holding AG |
4 |
Moerus Capital Management LLC |
4 |
Knowledge Leaders Capital, LLC |
4 |
Nishkama Capital, LLC |
4 |
Three Peaks Capital Management, LLC |
4 |
Quotient Investors, LLC |
4 |
Arena Investors LP |
4 |
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV |
4 |
SageView Advisory Group, LLC |
4 |
Pacific Grove Capital LP |
4 |
Nalls Sherbakoff Group, Llc |
4 |
Howard Financial Services, Ltd. |
4 |
Addenda Capital Inc. |
4 |
Engrave Wealth Partners LLC |
4 |
Global X Japan Co., Ltd. |
4 |
Cynosure Management, Llc |
4 |
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
4 |
SCS Capital Management LLC |
4 |
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N |
4 |
PEMSX - PIONEER SERIES TRUST XIV - Pioneer Emerging Markets Equity Fund : Class Y |
4 |
Kcl Capital, L.p. |
4 |
D1 Capital Partners L.P. |
4 |
Broadstone Real Estate Access Fund |
4 |
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares |
4 |
TPIF - TIMOTHY PLAN - Timothy Plan International ETF |
4 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
4 |
Waverton Investment Management Ltd |
4 |
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 |
4 |
MADDEN SECURITIES Corp |
4 |
Great Valley Advisor Group, Inc. |
4 |
Aegon Asset Management Uk Plc |
4 |
Moseley Investment Management Inc |
4 |
Highstreet Asset Management Inc. |
4 |
Inscription Capital, LLC |
4 |
First Midwest Bank Trust Division |
4 |
Archer Investment Corp |
4 |
Arden Trust Co |
4 |
STXV - EA Series Trust - Strive 1000 Value ETF |
4 |
Argent Advisors, Inc. |
4 |
Authentikos Wealth Advisory, LLC |
4 |
Hanson & Doremus Investment Management |
4 |
Canoe Financial LP |
4 |
Zwj Investment Counsel Inc |
4 |
Cm Wealth Advisors Llc |
4 |
Mission Creek Capital Partners, Inc. |
4 |
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
4 |
Horizon Investment Services, LLC |
4 |
Grey Street Capital, LLC |
4 |
Tygh Capital Management, Inc. |
4 |
Cupps Capital Management, LLC |
4 |
Boyar Asset Management Inc. |
4 |
Invenomic Capital Management LP |
4 |
LH Capital Markets, LLC |
4 |
Stonehage Fleming (uk) Ltd |
4 |
Fortis Capital Management LLC |
4 |
Stratton Real Estate Fund, Inc. |
4 |
Durable Capital Partners LP |
4 |
Menard Financial Group LLC |
4 |
Midas Management Corp |
4 |
Union Square Park Capital Management, LLC |
4 |
Madison Asset Management, LLC |
4 |
Ofi Invest Asset Management |
4 |
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund |
4 |
CI Global Investments Inc. |
4 |
Parametric Market Neutral Portfolio |
4 |
NorthCoast Asset Management LLC |
4 |
Tricadia Capital Management, LLC |
4 |
Winnow Wealth Llc |
4 |
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF |
4 |
Zions Bancorporation, National Association /ut/ |
4 |
ProVise Management Group, LLC |
4 |
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund |
4 |
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
4 |
Capital Directions Investment Advisors, LLC |
4 |
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
4 |
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor |
4 |
MMCAP International Inc. SPC |
4 |
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF |
4 |
PACIFIC SELECT FUND - International Equity Income Portfolio Class P |
4 |
Aperture Investors, LLC |
4 |
FSNDX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Credit Fund |
4 |
TradeLink Global Equity LLC |
4 |
Redwood Investments, LLC |
4 |
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
4 |
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
4 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I |
4 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
4 |
American Trust Investment Advisors, LLC |
4 |
BlackRock Multi-Sector Opportunities Trust II |
4 |
Synergy Investment Management, LLC |
4 |
Capital Square, LLC |
4 |
Quaker Wealth Management, LLC |
4 |
Marathon Asset Management Lp |
4 |
Morningstar Investment Services LLC |
4 |
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF |
4 |
FAMFX - FENIMORE ASSET MANAGEMENT TRUST - FAM Small Cap Fund Investor |
4 |
Needham Investment Management Llc |
4 |
Ivory Investment Management, Llc |
4 |
Atticus Wealth Management, Llc |
4 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 |
4 |
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A |
4 |
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A |
4 |
Parsons Capital Management Inc/ri |
4 |
Pittenger & Anderson Inc |
4 |
VSM Wealth Advisory, LLC |
4 |
Breton Hill Capital Ltd. |
4 |
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
4 |
Kingswood Wealth Advisors, Llc |
4 |
AREX Capital Management, LP |
4 |
Genus Capital Management Inc. |
4 |
potrero capital research llc |
4 |
iA Global Asset Management Inc. |
4 |
Prevail Innovative Wealth Advisors, Llc |
4 |
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
4 |
W.G. Shaheen & Associates DBA Whitney & Co |
4 |
Segment Wealth Management, LLC |
4 |
New England Investment & Retirement Group, Inc. |
4 |
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
4 |
L & S Advisors Inc |
4 |
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) |
4 |
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF |
4 |
Chase Investment Counsel Corp |
4 |
Corbenic Partners LLC |
4 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I |
4 |
Albert D Mason Inc |
4 |
Strategic Financial Concepts, LLC |
4 |
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
4 |
NOLVX - Northern Funds - Northern Large Cap Value Fund |
4 |
NMIEX - Northern Funds - Active M International Equity Fund |
4 |
NOIGX - Northern Funds - Northern International Equity Fund |
4 |
May Hill Capital, LLC |
4 |
Cooke & Bieler Lp |
4 |
NSRIX - Northern Funds - Northern Global Sustainability Index Fund |
4 |
NOFIX - Northern Funds - Northern Fixed Income Fund |
4 |
Frischer Charles L |
4 |
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares |
4 |
Optimize Financial Inc |
4 |
Valmark Advisers, Inc. |
4 |
TT Capital Management LLC |
4 |
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
4 |
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
4 |
Capital Investment Advisors, LLC |
4 |
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A |
4 |
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
4 |
Tiedemann Advisors, Llc |
4 |
First Dallas Securities Inc. |
4 |
Buck Wealth Strategies, LLC |
4 |
Addison Capital Co |
4 |
Syon Capital Llc |
4 |
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
4 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
4 |
Hl Financial Services Llc |
4 |
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
4 |
Essex Financial Services, Inc. |
4 |
LCDAX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Corporate Debt Fund Class A |
4 |
Curian Capital Llc |
4 |
Wright Investors Service Inc |
4 |
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
4 |
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio |
4 |
Presima Inc. |
4 |
Silver Capital Management Llc |
4 |
Trust Co Of Toledo Na /oh/ |
4 |
Miller Howard Investments Inc /ny |
4 |
Haverford Trust Co |
4 |
300 North Capital, Llc |
4 |
IARAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Real Estate Fund Class A |
4 |
Advanced Series Trust - Ast International Value Portfolio |
4 |
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF |
4 |
Iron Financial, LLC |
4 |
Lourd Capital, LLC |
4 |
Baskin Financial Services Inc. |
4 |
YHB Investment Advisors, Inc. |
4 |
FJP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Japan AlphaDEX Fund |
4 |
Northpointe Capital Llc |
4 |
Sig Brokerage, Lp |
4 |
Trust Co Of Oklahoma |
4 |
Apex Capital Management |
4 |
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class |
4 |
Atwood & Palmer Inc |
4 |
Groupe la Francaise |
4 |
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
4 |
First United Bank Trust/ |
4 |
PACIFIC SELECT FUND - Real Estate Portfolio Class I |
4 |
Red Door Wealth Management, LLC |
4 |
PACIFIC SELECT FUND - Developing Growth Portfolio Class I |
4 |
Investment House Llc |
4 |
GBSAX - AMERICAN BEACON FUNDS - American Beacon Bahl & Gaynor Small Cap Growth Fund A Class |
4 |
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F |
4 |
Hodges Capital Management Inc. |
4 |
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF |
4 |
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF |
4 |
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV |
4 |
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
4 |
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
4 |
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV |
4 |
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A |
4 |
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
4 |
SRET - Global X Funds - Global X SuperDividend REIT ETF |
4 |
DIV - Global X Funds - Global X SuperDividend U.S. ETF |
4 |
Everett Harris & Co /ca/ |
4 |
Dixon Mitchell Investment Counsel Inc. |
4 |
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF |
4 |
Ameriflex Group, Inc. |
4 |
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF |
4 |
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
4 |
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF |
4 |
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 |
4 |
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 |
4 |
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 |
4 |
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF |
4 |
FUKOKU MUTUAL LIFE INSURANCE Co |
4 |
Investment Counselors Of Maryland Llc |
4 |
Tritonpoint Wealth, Llc |
4 |
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund |
4 |
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
4 |
HG Vora Capital Management, LLC |
4 |
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A |
4 |
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares |
4 |
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
4 |
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
4 |
BGRN - iSHARES TRUST - iShares Global Green Bond ETF |
4 |
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
4 |
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund |
4 |
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
4 |
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A |
4 |
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
4 |
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
4 |
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF |
4 |
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
4 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
4 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
4 |
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A |
4 |
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
4 |
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
4 |
EWJ - iShares, Inc. - iShares MSCI Japan ETF |
4 |
EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF |
4 |
CCMG - EA Series Trust - CCM Global Equity ETF |
4 |
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares |
4 |
Kayne Anderson Capital Advisors Lp |
4 |
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
4 |
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I |
4 |
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio |
4 |
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
4 |
Pembroke Management, LTD |
4 |
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S |
4 |
Herndon Capital Management Llc |
4 |
North Capital, Inc. |
4 |
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional |
4 |
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
4 |
KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio |
4 |
KINETICS PORTFOLIOS TRUST - Kinetics Global Portfolio |
4 |
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
4 |
Rathbone Brothers plc |
4 |
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF |
4 |
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF |
4 |
EWJV - iSHARES TRUST - iShares MSCI Japan Value ETF |
4 |
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund |
4 |
DFE - WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund N/A |
4 |
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class |
4 |
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
4 |
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A |
4 |
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A |
4 |
HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF |
4 |
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
4 |
Alta Capital Management Llc/ |
4 |
TRIGX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Value Equity Fund |
4 |
PRASX - T. Rowe Price International Funds, Inc. - T. Rowe Price New Asia Fund |
4 |
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) |
4 |
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
4 |
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF |
4 |
Douglass Winthrop Advisors, LLC |
4 |
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
4 |
RAIIX - MANNING & NAPIER FUND, INC. - Rainier International Discovery Series Class I |
4 |
ECNS - iSHARES TRUST - iShares MSCI China Small-Cap ETF |
4 |
Estabrook Capital Management |
4 |
IEMFX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Equity Fund |
4 |
PRMSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Stock Fund |
4 |
PRIJX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Discovery Stock Fund |
4 |
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K |
4 |
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA |
4 |
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB |
4 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
4 |
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA |
4 |
Karpas Strategies, Llc |
4 |
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
4 |
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A |
4 |
CXSE - WisdomTree Trust - WisdomTree China ex-State-Owned Enterprises Fund N/A |
4 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1 |
4 |
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class |
4 |
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor |
4 |
WSCAX - WANGER ADVISORS TRUST - Wanger International |
4 |
GHVIX - GMO TRUST - GMO High Yield Fund Class VI |
4 |
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
4 |
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES |
4 |
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class |
4 |
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class |
4 |
GFS Advisors, LLC |
4 |
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A |
4 |
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF |
4 |
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 |
4 |
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 |
4 |
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF |
4 |
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A |
4 |
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A |
4 |
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
4 |
RRRAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Real Estate Securities Fund Class A |
4 |
SUNAMERICA SERIES TRUST - SA JPMorgan Emerging Markets Portfolio Class 1 |
4 |
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class |
4 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - CTIVP - Lazard International Equity Advantage Fund Class 1 |
4 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
4 |
Reliance Trust Co Of Delaware |
4 |
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class |
4 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Real Estate Securities Account Class 1 |
4 |
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A |
4 |
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class |
4 |
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class |
4 |
EQIAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Income Fund Class A |
4 |
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A |
4 |
BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF |
4 |
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class |
4 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A |
4 |
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
4 |
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
4 |
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
4 |
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
4 |
Tourbillon Capital Partners, L.P. |
4 |
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
4 |
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A |
4 |
FEAAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Asia Fund Class A |
4 |
Provenance Wealth Advisors, LLC |
4 |
Fairman Group, LLC |
4 |
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Emerging Markets Fund Class I |
4 |
FSEAX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Asia Fund |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
4 |
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund |
4 |
Beach Investment Counsel Inc/pa |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I |
4 |
Dogwood Wealth Management LLC |
4 |
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
4 |
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
4 |
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund |
4 |
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund |
4 |
Geneva Advisors, LLC |
4 |
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A |
4 |
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A |
4 |
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class |
4 |
VVPSX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Small Cap Fund Investor Class Shares |
4 |
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
4 |
FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund |
4 |
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund |
4 |
Rakuten Securities, Inc. |
4 |
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund |
4 |
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A |
4 |
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
4 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
4 |
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 |
4 |
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF |
4 |
CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A |
4 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 |
4 |
ADVMX - Investment Managers Series Trust - Vaughan Nelson Emerging Markets Opportunities Fund Institutional Class |
4 |
VSR Financial Services, Inc. |
4 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
4 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Fund Class 3 |
4 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
4 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
4 |
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
4 |
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P |
4 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio |
4 |
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF |
4 |
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
4 |
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund |
4 |
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
4 |
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund |
4 |
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund |
4 |
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
4 |
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class |
4 |
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
4 |
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A |
4 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio |
4 |
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
4 |
GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF |
4 |
PMSBX - PRINCIPAL FUNDS INC - MidCap Fund (f/k/a MidCap Blend Fund) R-1 |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class |
4 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
4 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
4 |
AIGYX - Aberdeen Funds - Aberdeen Realty Income & Growth Fund Institutional Class |
4 |
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class |
4 |
MRESX - AMG Funds I - AMG Managers CenterSquare Real Estate Fund Class N |
4 |
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class |
4 |
CUSRX - CULLEN FUNDS TRUST - Cullen Small Cap Value Fund Retail Class |
4 |
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A |
4 |
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class |
4 |
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 |
4 |
PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF |
4 |
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A |
4 |
MSSGX - MORGAN STANLEY INSTITUTIONAL FUND INC - Inception Portfolio CLASS I |
4 |
MSUAX - Morgan Stanley Institutional Fund Inc - International Real Estate Portfolio Class I |
4 |
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A |
4 |
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A |
4 |
Cidel Asset Management Inc |
4 |
Hedeker Wealth, LLC |
4 |
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class |
4 |
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A |
4 |
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A |
4 |
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF |
4 |
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
4 |
DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF |
4 |
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
4 |
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I |
4 |
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class |
4 |
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial |
4 |
Reinhart Partners, Inc. |
4 |
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial |
4 |
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A |
4 |
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
4 |
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I |
4 |
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares |
4 |
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES |
4 |
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF |
4 |
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF |
4 |
BFOR - ALPS ETF Trust - Barron's 400 ETF |
4 |
JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF |
4 |
Greystone Investment Management Llc |
4 |
PENN SERIES FUNDS INC - High Yield Bond Fund |
4 |
Mizuho Asset Management Co.,Ltd. |
4 |
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES |
4 |
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A |
4 |
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
4 |
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A |
4 |
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
4 |
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
4 |
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class |
4 |
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A |
4 |
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF |
4 |
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A |
4 |
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A |
4 |
PGJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Golden Dragon China ETF |
4 |
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A |
4 |
Pacer Funds Trust - Pacer Benchmark Retail Real Estate SCTR ETF |
4 |
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I |
4 |
QICLX - AQR Funds - AQR International Multi-Style Fund Class I |
4 |
Carnegie Capital Asset Management, LLC |
4 |
AQINX - AQR Funds - AQR International Equity Fund Class N |
4 |
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I |
4 |
AQGNX - AQR Funds - AQR Global Equity Fund Class N |
4 |
ERTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Cleantech ETF |
4 |
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
4 |
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
4 |
JNMF - WisdomTree Trust - WisdomTree Japan Multifactor Fund N/A |
4 |
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A |
4 |
IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class |
4 |
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
4 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
4 |
Lowe Wealth Advisors, LLC |
4 |
SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I |
4 |
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
4 |
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund |
4 |
Sanibel Captiva Trust Company, Inc. |
4 |
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A |
4 |
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares |
4 |
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares |
4 |
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
4 |
EMBAX - VanEck Funds - Unconstrained Emerging Markets Bond Fund Class A |
4 |
Pier Capital, LLC |
4 |
Trellus Management Company, LLC |
4 |
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional |
4 |
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF |
4 |
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
4 |
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R |
4 |
Reynolds Capital Management Llc |
4 |
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A |
4 |
RWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Dow Jones International Real Estate ETF |
4 |
REM - iSHARES TRUST - iShares Mortgage Real Estate ETF |
4 |
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund |
4 |
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund |
4 |
Ibex Investors LLC |
4 |
ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF |
4 |
TSYNX - AMG FUNDS - AMG TimesSquare Global Small Cap Fund Class N |
4 |
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A |
4 |
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A |
4 |
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund |
4 |
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund |
4 |
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV |
4 |
IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV |
4 |
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S |
4 |
IHSPX - Voya VARIABLE PORTFOLIOS INC - Voya Hang Seng Index Portfolio Class ADV |
4 |
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
4 |
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A |
4 |
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund |
4 |
Third Point LLC |
4 |
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class |
4 |
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A |
4 |
Catalytic Wealth RIA, LLC |
4 |
Woodmont Investment Counsel Llc |
4 |
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A |
4 |
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
4 |
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A |
4 |
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional |
4 |
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I |
4 |
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M |
4 |
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
4 |
Choate Investment Advisors |
4 |
Wiser Advisor Group LLC |
4 |
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional |
4 |
Sterneck Capital Management, LLC |
4 |
EEMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Emerging Markets Fund Class A |
4 |
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class |
4 |
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class |
4 |
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
4 |
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF |
4 |
Cullen Capital Management, LLC |
4 |
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
4 |
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
4 |
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares |
4 |
Corbin Capital Partners, L.P. |
4 |
Invesco High Income Trust Ii |
4 |
Invesco Senior Loan Fund |
4 |
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
4 |
Rainier Investment Management Mutual Funds |
4 |
New York Life Investments Alternatives |
4 |
Franklin Universal Trust |
4 |
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A |
4 |
ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class |
4 |
Wealthspring Capital LLC |
4 |
Woodward Diversified Capital, Llc |
4 |
XR Securities LLC |
4 |
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
4 |
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. |
4 |
Voya International High Dividend Equity Income Fund |
4 |
Freedman Financial Associates, Inc. |
4 |
Voya Global Advantage & Premium Opportunity Fund |
4 |
TWMIX - American Century World Mutual Funds Inc - Emerging Markets Fund Investor Class |
4 |
Voya Global Equity Dividend & Premium Opportunity Fund |
4 |
American Financial Network Advisory Services Llc |
4 |
Kowal Investment Group, LLC |
4 |
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF |
4 |
EMC Capital Management |
4 |
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I |
4 |
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
4 |
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class |
4 |
Tiaa, Fsb |
4 |
Mufg Securities (canada), Ltd. |
4 |
LMYIX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global High Yield Fund Class I |
4 |
Intercontinental Wealth Advisors, LLC |
4 |
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
4 |
Athos Capital Ltd |
4 |
Banco Bilbao Vizcaya Argentaria, S.a. |
4 |
Timelo Investment Management Inc. |
4 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF |
4 |
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF |
4 |
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
4 |
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A |
4 |
Pinnacle Associates Ltd |
4 |
Blue Sky Asset Management, LLC |
4 |
Nuveen Senior Income Fund |
4 |
Nuveen Floating Rate Income Opportunity Fund |
4 |
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI |
4 |
qPULA Trading Management LP |
4 |
Precision Wealth Strategies, LLC |
4 |
Nuveen Credit Strategies Income Fund |
4 |
Nuveen Preferred & Income Opportunities Fund |
4 |
Polygon Management Ltd. |
4 |
REIT - ALPS ETF Trust - ALPS Active REIT ETF |
4 |
Connectus Wealth, LLC |
4 |
Prudential Global Short Duration High Yield Fund, Inc. |
4 |
Israel Discount Bank Of New York /gfn |
4 |
Annapolis Financial Services, LLC |
4 |
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) |
4 |
Td Asset Management Usa Funds Inc. |
4 |
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class |
4 |
Sentry Investment Management Llc |
4 |
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF |
4 |
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
4 |
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund |
4 |
Level Four Advisory Services, Llc |
4 |
Greater India Portfolio - Greater India Portfolio |
4 |
Point72 Europe (London) LLP |
4 |
GGIIX - GuideStone Funds - Global Impact Fund Investor |
4 |
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A |
4 |
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
4 |
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund |
4 |
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I |
4 |
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS |
4 |
Vestor Capital, Llc |
3 |
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund |
3 |
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF |
3 |
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
3 |
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class |
3 |
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio |
3 |
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
3 |
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV |
3 |
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
3 |
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF |
3 |
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF |
3 |
Reynders McVeigh Capital Management, LLC |
3 |
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund |
3 |
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF |
3 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares |
3 |
Homrich & Berg |
3 |
Generation Investment Management Llp |
3 |
DMDV - ETF Series Solutions - AAM S&P Developed Markets High Dividend Value ETF |
3 |
Howland Capital Management Llc |
3 |
MOATX - PFS FUNDS - Castle Focus Fund Investor |
3 |
Impax Asset Management Group plc |
3 |
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF |
3 |
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF |
3 |
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV |
3 |
SPX Equities Gestao de Recursos Ltda |
3 |
CHNAX - FINANCIAL INVESTORS TRUST - Clough China Fund Investor Shares |
3 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I |
3 |
Olstein Capital Management, L.P. |
3 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares |
3 |
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
3 |
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. |
3 |
Focus Financial Network, Inc. |
3 |
KALL - Krane Shares Trust - KraneShares MSCI All China Index ETF |
3 |
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF |
3 |
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund |
3 |
Ranger International Management, LP |
3 |
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
3 |
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) |
3 |
INDAX - FINANCIAL INVESTORS TRUST - ALPS/Kotak India Growth Fund Investor Shares |
3 |
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF |
3 |
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
3 |
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund |
3 |
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
3 |
NBQAX - NUVEEN INVESTMENT TRUST II - Nuveen International Growth Fund Class A |
3 |
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund |
3 |
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
3 |
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A |
3 |
Armistice Capital, Llc |
3 |
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF |
3 |
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares |
3 |
Schnieders Capital Management Llc |
3 |
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A |
3 |
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares |
3 |
GATEX - Gateway Trust - Gateway Fund Class A Shares |
3 |
NexPoint Credit Strategies Fund |
3 |
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y |
3 |
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class |
3 |
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A |
3 |
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A |
3 |
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A |
3 |
SDG - iSHARES TRUST - iShares MSCI Global Impact ETF |
3 |
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares |
3 |
Vanguard Windsor Funds |
3 |
Trillium Asset Management, Llc |
3 |
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
3 |
Worldquant Millennium Advisors Llc |
3 |
Cox Capital Mgt LLC |
3 |
Hurley Capital, LLC |
3 |
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
3 |
Harbor Advisors LLC |
3 |
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL |
3 |
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
3 |
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL |
3 |
TGGWX - TCW FUNDS INC - TCW Enhanced Commodity Strategy Fund Class I |
3 |
DAINX - Dunham Funds - Dunham International Stock Fund Class A |
3 |
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund |
3 |
SRTTX - SMA RELATIONSHIP TRUST - Series T |
3 |
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
3 |
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
3 |
Cohen & Co Financial Management, LLC |
3 |
Sagil Capital Llp |
3 |
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class |
3 |
Aj Wealth Strategies, Llc |
3 |
CIISX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Small Cap Fund Institutional Class |
3 |
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
3 |
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A |
3 |
PACIFIC FUNDS SERIES TRUST - PF Real Estate Fund CLASS P |
3 |
Income Research & Management |
3 |
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A |
3 |
Fort Point Capital Partners LLC |
3 |
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I |
3 |
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio |
3 |
THLSX - THORNBURG INVESTMENT TRUST - Thornburg Long/Short Equity Fund - Class I |
3 |
NSI - Northern Lights Fund Trust IV - National Security Emerging Markets Index ETF |
3 |
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I |
3 |
ARSOX - Investment Managers Series Trust - Aristotle/Saul Global Equity Fund Class I |
3 |
Sapience Investments, LLC |
3 |
ARSBX - Investment Managers Series Trust - Aristotle Small Cap Equity Fund Class I Shares |
3 |
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares |
3 |
ARSFX - Investment Managers Series Trust - Aristotle International Equity Fund Class I |
3 |
Trutina Financial LLC |
3 |
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
3 |
Alpha Cubed Investments, LLC |
3 |
ABEQ - Unified Series Trust - Absolute Core Strategy Etf |
3 |
Amici Capital, LLC |
3 |
Makena Capital Management Llc |
3 |
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y |
3 |
Gables Capital Management Inc. |
3 |
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
3 |
Krane Funds Advisors LLC |
3 |
Otter Creek Advisors, LLC |
3 |
Lone Pine Capital Llc |
3 |
Ruane, Cunniff & Goldfarb L.P. |
3 |
KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio |
3 |
Elk Creek Partners, LLC |
3 |
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I |
3 |
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
3 |
AAIIX - ANCORA TRUST - Ancora Income Fund Class I |
3 |
Prospector Partners Llc |
3 |
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class |
3 |
MMGTX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Discovery Portfolio Class II |
3 |
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class |
3 |
Kahn Brothers Group Inc /de/ |
3 |
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class |
3 |
Elmwood Wealth Management, Inc. |
3 |
Chicago Capital, LLC |
3 |
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
3 |
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class |
3 |
WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class |
3 |
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF |
3 |
Ceredex Value Advisors LLC |
3 |
Claybrook Capital, LLC |
3 |
MSRBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - US Real Estate Portfolio Class II |
3 |
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A |
3 |
E Fund Management Co., Ltd. |
3 |
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares |
3 |
Novo Holdings A/S |
3 |
Nuveen Short Duration Credit Opportunities Fund |
3 |
Pathway Financial Advisors LLC |
3 |
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class |
3 |
West Branch Capital LLC |
3 |
APEEX - Advisors' Inner Circle Fund III - Aperture Endeavour Equity Fund Class X Shares |
3 |
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
3 |
F3Logic, LLC |
3 |
Cyrus Capital Partners, L.p. |
3 |
Herzfeld Caribbean Basin Fund Inc |
3 |
DoubleLine Yield Opportunities Fund |
3 |
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
3 |
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
3 |
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund |
3 |
Stonebridge Financial Group, LLC |
3 |
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio |
3 |
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class |
3 |
RULRX - World Funds Trust - Rule One Fund |
3 |
Covenant Multifamily Offices, LLC |
3 |
Swedbank |
3 |
MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class |
3 |
Oppenheimer Corporate Bond Fund |
3 |
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
3 |
Nuveen Multi-market Income Fund |
3 |
Mainstay Capital Management Llc /adv |
3 |
OTGAX - World Funds Trust - OTG Latin America Fund Class A Shares |
3 |
CLARET ASSET MANAGEMENT Corp |
3 |
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class |
3 |
PSK - SPDR SERIES TRUST - SPDR(R) Wells Fargo Preferred Stock ETF |
3 |
Rossmore Private Capital |
3 |
Stratton Management Co |
3 |
Exor Capital LLP |
3 |
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A |
3 |
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares |
3 |
Cqs (us), Llc |
3 |
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
3 |
HDSVX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Intrinsic Value Fund Retail Class |
3 |
Core Alternative Capital |
3 |
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class |
3 |
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
3 |
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A |
3 |
Northeast Financial Consultants Inc |
3 |
J.P. Turner & Co Capital Mnagement, LLC |
3 |
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund |
3 |
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund |
3 |
Wealth Preservation Advisors, LLC |
3 |
TCW ETF Trust - TCW Corporate Bond ETF |
3 |
NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF |
3 |
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF |
3 |
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class |
3 |
ENDW - EA Series Trust - Cambria Endowment Style ETF |
3 |
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund |
3 |
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A |
3 |
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
3 |
Crestmont Private Wealth LLC |
3 |
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares |
3 |
MEM - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Active ETF |
3 |
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A |
3 |
Security Capital Research & Management Inc |
3 |
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund |
3 |
PRLAX - T. Rowe Price International Funds, Inc. - T. Rowe Price Latin America Fund |
3 |
PRCNX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Disciplined Equity Fund |
3 |
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
3 |
PRJPX - T. Rowe Price International Funds, Inc. - T. Rowe Price Japan Fund |
3 |
Acorn Wealth Advisors, LLC |
3 |
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
3 |
Ironvine Capital Partners, LLC |
3 |
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) |
3 |
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A |
3 |
Drive Wealth Management, Llc |
3 |
Bristol Gate Capital Partners Inc. |
3 |
Columbus Circle Investors |
3 |
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
3 |
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A |
3 |
GLDPX - Ranger Funds Investment Trust - Rg Tactical Market Neutral Fund Institutional Class |
3 |
BRKAX - MFS SERIES TRUST IV - MFS Blended Research Emerging Markets Equity Fund A |
3 |
Banco de Sabadell, S.A |
3 |
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
3 |
Capital International Sarl |
3 |
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A |
3 |
Fayez Sarofim & Co |
3 |
Altman Advisors, Inc. |
3 |
Bremer Trust National Association |
3 |
GLCN - VanEck Vectors ETF Trust - VanEck Vectors ChinaAMC CSI 300 ETF |
3 |
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class |
3 |
MATFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA INNOVATORS FUND Investor Class Shares |
3 |
LifePlan Financial Group, Inc |
3 |
MCSMX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS CHINA SMALL COMPANIES FUND Investor Class Shares |
3 |
GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class |
3 |
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S |
3 |
Measured Wealth Private Client Group, LLC |
3 |
MCDFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS CHINA DIVIDEND FUND Investor Class Shares |
3 |
Lebenthal Asset Management, LLC |
3 |
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class |
3 |
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA |
3 |
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class |
3 |
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund |
3 |
EWC - iShares, Inc. - iShares MSCI Canada ETF |
3 |
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A |
3 |
CIOAX - CALVERT WORLD VALUES FUND INC - Calvert International Opportunities Fund Class A |
3 |
Ckw Financial Group |
3 |
HoyleCohen, LLC |
3 |
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
3 |
Macroview Investment Management Llc |
3 |
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
3 |
Citizens Business Bank |
3 |
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
3 |
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A |
3 |
Legg Mason Funds Trust |
3 |
Glen Point Capital LLP |
3 |
Duff & Phelps Investment Management Co |
3 |
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund |
3 |
Signature Financial Management, Inc. |
3 |
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class |
3 |
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund |
3 |
AlTi Global, Inc. |
3 |
SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares |
3 |
Shannon River Fund Management LLC |
3 |
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R |
3 |
PDS Planning, Inc |
3 |
GVAL - Cambria ETF Trust - Cambria Global Value ETF |
3 |
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
3 |
Red Cedar Capital, LLC |
3 |
Kiley Juergens Wealth Management, Llc |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class |
3 |
Global Financial Private Capital, LLC |
3 |
DEM - WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund N/A |
3 |
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
3 |
NRSH - Tidal ETF Trust - Aztlan North America Nearshoring Stock Selection ETF |
3 |
Rakuten Investment Management, Inc. |
3 |
TPG Group Holdings (SBS) Advisors, Inc. |
3 |
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares |
3 |
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Inflation Protected Bond Fund Standard Class |
3 |
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III |
3 |
TB Alternative Assets Ltd. |
3 |
Salvus Wealth Management, LLC |
3 |
Pennsylvania Trust Co |
3 |
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES |
3 |
GEDTX - GMO TRUST - GMO Emerging Domestic Opportunities Fund Class II |
3 |
Cooper/haims Advisors, Llc |
3 |
LPRE - Exchange Listed Funds Trust - Long Pond Real Estate Select ETF |
3 |
WATWX - WANGER ADVISORS TRUST - Wanger Select |
3 |
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares |
3 |
Boyd Watterson Asset Management Llc/oh |
3 |
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares |
3 |
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S |
3 |
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
3 |
Rosenblum Silverman Sutton S F Inc /ca |
3 |
STFBX - Advisers Investment Trust - State Farm Balanced Fund |
3 |
Barr E S & Co |
3 |
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
3 |
OFSIX - ADVISORS SERIES TRUST - O'Shaughnessy Small Cap Value Fund Class I |
3 |
Heritage Investors Management Corp |
3 |
City Of London Investment Management Co Ltd |
3 |
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
3 |
Friess Associates Llc |
3 |
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class |
3 |
GRNB - VanEck Vectors ETF Trust - VanEck Vectors Green Bond ETF |
3 |
New Wave Wealth Advisors Llc |
3 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I |
3 |
NEOS ETF Trust - NEOS Real Estate High Income ETF |
3 |
Lucia Wealth Services, Llc |
3 |
Poehling Capital Management, LLC |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
3 |
BBHLX - BBH Trust - BBH Partner Fund - International Equity Class I Shares |
3 |
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class |
3 |
GCINX - GREEN CENTURY FUNDS - Green Century MSCI International Index Fund Individual Investor Class |
3 |
Catapult Capital Management Llc |
3 |
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A |
3 |
Farallon Capital Management Llc |
3 |
American Asset Management Inc. |
3 |
Knott David M |
3 |
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
3 |
ZIG - ETF Series Solutions - The Acquirers Fund |
3 |
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF |
3 |
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
3 |
Green Arrow Capital Management Llc |
3 |
JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
3 |
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N |
3 |
PFG Private Wealth Management, LLC |
3 |
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I |
3 |
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
3 |
Garrison Bradford & Associates Inc |
3 |
Sovarnum Capital L.p. |
3 |
Savior LLC |
3 |
JHVIX - John Hancock Funds II - International Value Fund Class NAV |
3 |
Western Standard LLC |
3 |
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
3 |
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I |
3 |
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund |
3 |
GQGPX - Advisors' Inner Circle Fund III - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares |
3 |
Goldman Sachs Asset Management, L.p. |
3 |
Verus Financial Partners, Inc. |
3 |
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1 |
3 |
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares |
3 |
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares |
3 |
Iberiabank Corp |
3 |
Advanced Asset Management Advisors Inc |
3 |
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I |
3 |
Searle & Co. |
3 |
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
3 |
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A |
3 |
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio |
3 |
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A |
3 |
JDIBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value International Fund Class A |
3 |
DeDora Capital, Inc. |
3 |
First Western Capital Management Co |
3 |
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
3 |
Arjuna Capital |
3 |
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A |
3 |
Gryphon Financial Partners LLC |
3 |
John Hancock Funds II - Science & Technology Fund Class NAV |
3 |
LexAurum Advisors, LLC |
3 |
Hunter Perkins Capital Management, LLC |
3 |
EWG Elevate Inc. |
3 |
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
3 |
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
3 |
Independence Bank of Kentucky |
3 |
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class |
3 |
AlphaOne Investment Services, LLC |
3 |
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF |
3 |
Sanctuary Wealth Management, L.L.C. |
3 |
Baker Tilly Financial, Llc |
3 |
Global Assets Advisory, LLC |
3 |
PrairieView Partners, LLC |
3 |
AGTFX - ALPS Variable Investment Trust - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I |
3 |
Price Jennifer C. |
3 |
Q Global Advisors, LLC |
3 |
NGCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Greater China Fund Class A |
3 |
Kim, Llc |
3 |
Fairfield, Bush & Co. |
3 |
PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares |
3 |
Clarus Wealth Advisors |
3 |
VCHYX - VALIC Co II - High Yield Bond Fund |
3 |
Delaware Vip Trust - Delaware Vip Emerging Markets Series Standard Class |
3 |
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund |
3 |
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional |
3 |
Axxcess Wealth Management, Llc |
3 |
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class |
3 |
VIDI - ETF Series Solutions - Vident International Equity Fund |
3 |
BYRE - Principal Exchange-Traded Funds - Principal Real Estate Active Opportunities ETF |
3 |
Finance Co Of Pennsylvania |
3 |
Southeast Asset Advisors Inc. |
3 |
Warwick Investment Management, Inc. |
3 |
Timber Creek Capital Management LLC |
3 |
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I |
3 |
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF |
3 |
Cohen & Steers Capital Management Inc |
3 |
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class |
3 |
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF |
3 |
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
3 |
HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class |
3 |
EMDV - PROSHARES TRUST - ProShares MSCI Emerging Markets Dividend Growers ETF |
3 |
JPRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Realty Income ETF |
3 |
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional |
3 |
Painted Porch Advisors LLC |
3 |
HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF |
3 |
APOIX - American Century Investment Trust - Short Duration Inflation Protection Bond Fund Investor Class |
3 |
Principia Wealth Advisory, LLC |
3 |
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares |
3 |
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares |
3 |
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF |
3 |
BBCA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF |
3 |
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
3 |
Connective Capital Management, LLC |
3 |
Hunter Associates Investment Management Llc |
3 |
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
3 |
Financial Council Asset Management Inc |
3 |
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF |
3 |
SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF |
3 |
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
3 |
CFO4Life Group, LLC |
3 |
JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF |
3 |
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF |
3 |
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I |
3 |
American Financial Group Inc |
3 |
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF |
3 |
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class |
3 |
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
3 |
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
3 |
Abich Financial Wealth Management LLC |
3 |
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF |
3 |
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
3 |
Prentice Capital Management, LP |
3 |
Nuveen Credit Opportunities 2022 Target Term Fund |
3 |
Sfmg, Llc |
3 |
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A |
3 |
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF |
3 |
Parkside Investments, LLC |
3 |
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class |
3 |
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund |
3 |
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class |
3 |
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
3 |
Kms Financial Services, Inc |
3 |
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A |
3 |
Western Asset High Income Opportunity Fund Inc. |
3 |
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class |
3 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
3 |
Jat Capital Management, L.p. |
3 |
MACGX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Discovery Portfolio Class A Shares |
3 |
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class |
3 |
Smith, Salley & Associates |
3 |
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A |
3 |
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I |
3 |
New York Life Trust Co |
3 |
Strategic Global Advisors, LLC |
3 |
Smallcap World Fund Inc |
3 |
VanEck Funds |
3 |
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class |
3 |
Tiger Management L.l.c. |
3 |
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I |
3 |
EMWLX - LORD ABBETT TRUST I - Lord Abbett Emerging Markets Equity Fund Class R6 |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I |
3 |
Legg Mason Investment Counsel & Trust Co., N.A. |
3 |
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio |
3 |
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class |
3 |
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
3 |
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund |
3 |
FICDX - FIDELITY INVESTMENT TRUST - Fidelity Canada Fund |
3 |
Concert Wealth Management Inc. |
3 |
Grace & White Inc /ny |
3 |
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund |
3 |
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund |
3 |
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF |
3 |
AECHX - American Century World Mutual Funds Inc - Emerging Markets Small Cap Fund C Class |
3 |
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I |
3 |
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O |
3 |
Morse Asset Management, Inc |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I |
3 |
Putnam Investors Fund |
3 |
Western Asset Mortgage Defined Opportunity Fund Inc. |
3 |
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund |
3 |
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF |
3 |
Haberer Registered Investment Advisor Inc |
3 |
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund |
3 |
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund |
3 |
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A |
3 |
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
3 |
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
3 |
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund |
3 |
BlackRock Private Investments Fund |
3 |
Cooperman Leon G |
3 |
Credential Securities Inc. |
3 |
Sapient Capital Llc |
3 |
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z |
3 |
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund |
3 |
Loews Corp |
3 |
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T |
3 |
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
3 |
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF |
3 |
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A |
3 |
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I |
3 |
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF |
3 |
Prudent Man Advisors, LLC |
3 |
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
3 |
SPC - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Pre-Merger SPAC ETF |
3 |
SevenBridge Financial Group, LLC |
3 |
Claymore Exchange-traded Fund Trust 2 |
3 |
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF |
3 |
LAIAX - COLUMBIA ACORN TRUST - Columbia Acorn International Class A |
3 |
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares |
3 |
LAFAX - COLUMBIA ACORN TRUST - Columbia Acorn International Select Class A |
3 |
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund |
3 |
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
3 |
Newtyn Management, LLC |
3 |
FCNSX - FIDELITY INVESTMENT TRUST - Fidelity Series Canada Fund |
3 |
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
3 |
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
3 |
Fusion Family Wealth LLC |
3 |
FPBFX - FIDELITY INVESTMENT TRUST - Fidelity Pacific Basin Fund |
3 |
Iszo Capital Lp |
3 |
Oppenheimer Emerging Markets Innovators Fund |
3 |
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
3 |
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A |
3 |
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares |
3 |
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C |
3 |
NuWave Investment Management, LLC |
3 |
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
3 |
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A |
3 |
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares |
3 |
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF |
3 |
AVEAX - SCHWARTZ INVESTMENT TRUST - Ave Maria Focused Fund |
3 |
Bernzott Capital Advisors |
3 |
Pinnacle Bancorp, Inc. |
3 |
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
3 |
MEGMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Fund Investor Class Shares |
3 |
Northwest Wealth Management, Llc |
3 |
Monarch Alternative Capital LP |
3 |
Linden Capital L.P. |
3 |
Sittner & Nelson, Llc |
3 |
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I |
3 |
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF |
3 |
IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF |
3 |
Angeles Wealth Management, Llc |
3 |
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
3 |
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
3 |
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 |
3 |
1620 Investment Advisors, Inc. |
3 |
Oppenheimer Developing Markets Fund |
3 |
Invesco Senior Income Trust |
3 |
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A |
3 |
Silver Point Capital L.P. |
3 |
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
3 |
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
3 |
Oppenheimer International Small-mid Co Fund |
3 |
VGI Partners Ltd |
3 |
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A |
3 |
Ables, Iannone, Moore & Associates, Inc. |
3 |
Hightower 6M Holding, LLC |
3 |
MD Financial Management Inc. |
3 |
RPG Investment Advisory, LLC |
3 |
DC Investments Management, LLC |
3 |
PFG Advisors |
3 |
Croft-leominster Inc |
3 |
Schwerin Boyle Capital Management Inc |
3 |
Caisse Des Depots Et Consignations |
3 |
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
3 |
Wetzel Investment Advisors, Inc. |
3 |
MML Series Investment Fund II - MML High Yield Fund Class II |
3 |
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares |
3 |
FSC Wealth Advisors, LLC |
3 |
Cyrus J. Lawrence, LLC |
3 |
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF |
3 |
Lester Murray Antman dba SimplyRich |
3 |
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A |
3 |
WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class |
3 |
Miller/howard High Income Equity Fund |
3 |
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 |
3 |
Eagle Boston Investment Management Inc |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
3 |
CoreFirst Bank & Trust |
3 |
VCSTX - VALIC Co I - Science & Technology Fund |
3 |
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
3 |
VBCVX - VALIC Co I - Systematic Value Fund |
3 |
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class |
3 |
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class |
3 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A |
3 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio |
3 |
VCINX - VALIC Co I - International Growth Fund |
3 |
VCBCX - VALIC Co I - Blue Chip Growth Fund |
3 |
Godsey & Gibb Associates |
3 |
Haber Trilix Advisors, Lp |
3 |
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 |
3 |
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio |
3 |
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class |
3 |
Safeguard Financial, LLC |
3 |
Overland Advisors, LLC |
3 |
VCULX - VALIC Co I - Growth Fund |
3 |
Ironbridge Funds, Inc. |
3 |
Li Winifred I |
3 |
Smallwood Wealth Investment Management, LLC |
3 |
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund |
3 |
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class |
3 |
Elgethun Capital Management |
3 |
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
3 |
Nicholas Hoffman & Company, LLC. |
3 |
RITA - ETF Series Solutions - ETFB Green SRI REITs ETF |
3 |
WMNUX - Ultimus Managers Trust - Westwood Alternative Income Fund Ultra Shares |
3 |
Gabelli Go Anywhere Trust |
3 |
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF |
3 |
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
3 |
Park Square Financial Group, LLC |
3 |
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class |
3 |
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund |
3 |
Chartwell Investment Partners/pa |
3 |
FMGPX - FRONTIER FUNDS, INC. - Frontier MFG Global Plus Fund Institutional Class |
3 |
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class |
3 |
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
3 |
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional |
3 |
FOINX - Tributary Funds, Inc. - Income Fund Institutional |
3 |
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
3 |
FOSIX - Tributary Funds, Inc. - Short-Intermediate Bond Fund Institutional |
3 |
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
3 |
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio |
3 |
Wsfs Capital Management, Llc |
3 |
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares |
3 |
FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6 |
3 |
Ballew Advisors, Inc |
3 |
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF |
3 |
KRV Capital LP |
3 |
DFA INVESTMENT TRUST CO - The Canadian Small Company Series |
3 |
Oaktree Diversified Income Fund Inc. |
3 |
D. E. Shaw & Co, L.p. |
3 |
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares |
3 |
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares |
3 |
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
3 |
Yellowstone Partners, LLC |
3 |
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund |
3 |
KIRAX - Forward Funds - Salient Global Real Estate Fund Class A |
3 |
Havens Advisors Llc |
3 |
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
3 |
PRAEX - PRINCIPAL FUNDS INC - Real Estate Securities Fund R-1 |
3 |
Fma Advisory Inc |
3 |
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
3 |
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class |
3 |
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund |
3 |
Heron Bay Capital Management |
3 |
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF |
3 |
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
3 |
RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF |
3 |
AMF Pensionsforsakring AB |
3 |
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I |
3 |
CGIC - Capital Group International Core Equity ETF - Capital Group International Core Equity ETF Share Class |
3 |
AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A |
3 |
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
3 |
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares |
3 |
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares |
3 |
Schneider Capital Management Corp |
3 |
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES |
3 |
Braun Stacey Associates Inc |
3 |
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund |
3 |
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A |
3 |
Legacy Capital Wealth Partners, LLC |
3 |
OEQAX - Brookfield Investment Funds - Oaktree Emerging Markets Equity Fund Class A |
3 |
Oppenheimer Equity Income Fund |
3 |
True Bearing Asset Management LP |
3 |
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
3 |
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund |
3 |
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
3 |
Marlowe Partners LP |
3 |
Hoplite Capital Management, L.p. |
3 |
Nuveen High Income November 2021 Target Term Fund |
3 |
Cloverfields Capital Group, Lp |
3 |
PIE - Invesco Exchange-Traded Fund Trust II - Invesco DWA Emerging Markets Momentum ETF |
3 |
Options Solutions, Llc |
3 |
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional |
3 |
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS |
3 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A |
3 |
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF |
3 |
Masterton Capital Management, LP |
3 |
MFAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - International Advantage Portfolio Class I |
3 |
MIGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Advantage Portfolio Class I |
3 |
Platinum Investment Management Ltd |
3 |
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class |
3 |
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB |
3 |
FSJPX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Japan Stock Index Fund |
3 |
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund |
3 |
MSUSX - Morgan Stanley Institutional Fund Inc - U.s. Real Estate Portfolio Class I |
3 |
Sompo Japan Nipponkoa Asset Management Co.,ltd. |
3 |
TAO - Invesco Exchange-Traded Fund Trust II - Invesco China Real Estate ETF |
3 |
Security National Bank |
3 |
CFO4Life, L.P. |
3 |
Multi-strategy Growth & Income Fund |
3 |
Aris Wealth Services, Inc. |
3 |
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I |
3 |
Templeton Global Opportunities Trust |
3 |
Hatteras Alternative Mutual Funds, LLC |
3 |
Oppenheimer Main Street Small Cap Fund |
3 |
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A |
3 |
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A |
3 |
Northern Capital Management Llc |
3 |
Gilliland Jeter Wealth Management LLC |
3 |
GBEMX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Fund Class A |
3 |
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class |
3 |
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A |
3 |
Bares Capital Management, Inc. |
3 |
Unique Wealth Strategies, LLC |
3 |
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares |
3 |
CTPFX - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND Class F-2 |
3 |
RK Capital Management, LLC |
3 |
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
3 |
Wilmington Trust Investment Management, LLC |
3 |
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF |
3 |
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A |
3 |
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A |
3 |
Financial & Investment Management Group Ltd |
3 |
HN Saltoro Capital, LP |
3 |
CSRE - Cohen & Steers ETF Trust - Cohen & Steers Real Estate Active ETF |
3 |
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A |
3 |
Granite Point Capital Management, L.P. |
3 |
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I |
3 |
Capital World Growth & Income Fund |
3 |
Infrastructure Capital Advisors, Llc |
3 |
Eidelman Virant Capital |
3 |
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
3 |
Giverny Capital Inc. |
3 |
Strategic Capital Group LLC |
3 |
HYIN - WisdomTree Trust - WisdomTree Alternative Income Fund N/A |
3 |
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A |
3 |
Tiger Global Management Llc |
3 |
Eaton Vance Tax Advantaged Dividend Income Fund |
3 |
Napier Park Global Capital (US) LP |
3 |
Oppenheimer Discovery Mid Cap Growth Fund |
3 |
Guardian Capital Advisors Lp |
3 |
Sendero Wealth Management, LLC |
3 |
Eaton Vance Tax Advantaged Global Dividend Income Fund |
3 |
RPg Family Wealth Advisory, LLC |
3 |
Allianz Se |
3 |
Round Rock Advisors, LLC |
3 |
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
3 |
Kentucky Retirement Systems |
3 |
Sawgrass Asset Management Llc |
3 |
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares |
3 |
Lipe & Dalton |
3 |
Pinnacle Wealth Advisors |
3 |
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares |
3 |
Axiom Investment Management LLC |
3 |
Greenwood Gearhart Inc |
3 |
Icapital Wealth Llc |
3 |
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES |
3 |
WHGSX - Advisors' Inner Circle Fund - Westwood Smallcap Fund Institutional Class Shares |
3 |
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares |
3 |
Stux Capital Management, LLC |
3 |
Partners Value Investments LP |
3 |
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A |
3 |
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
3 |
Aviance Capital Partners, LLC |
3 |
Oppenheimer Master International Value Fund, Llc |
3 |
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
3 |
Pacific Center for Financial Services |
3 |
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
3 |
CAMSX - Advisors' Inner Circle Fund - Cambiar Small Cap Fund Investor Class Shares |
3 |
Kozak & Associates, Inc. |
3 |
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares |
3 |
Ashford Investment Management, LLC |
3 |
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I |
3 |
RYFSX - ROYCE FUND - Royce Global Financial Services Fund Service Class |
3 |
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
3 |
Calvert Impact Fund Inc |
3 |
Jackson Credit Opportunities Fund |
3 |
AACFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Greater China Fund Class A |
3 |
Wealthedge Investment Advisors, Llc |
3 |
TCWAX - TEMPLETON CHINA WORLD FUND - Templeton China World Fund Class A |
3 |
REC - Emles Trust - Emles Real Estate Credit ETF |
3 |
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES |
3 |
Guardian Wealth Management, Inc. |
3 |
Deuterium Capital Management, LLC |
3 |
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF |
3 |
Decker Retirement Planning Inc. |
3 |
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A |
3 |
RNTY - Tidal Trust II - YieldMax(TM) Target 12(TM) Real Estate Option Income ETF |
3 |
Grimes & Company, Inc. |
3 |
HOMPX - HOTCHKIS & WILEY FUNDS /DE/ - HW Opportunities MP Fund |
3 |
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A |
3 |
First Trust High Yield Opportunities 2027 Term Fund |
3 |
Autonomy Capital (Jersey) L.P. |
3 |
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A |
3 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
3 |
PointState Capital LP |
3 |
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
3 |
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF |
3 |
SB Global Advisors Ltd |
3 |
MPS Loria Financial Planners, LLC |
3 |
Headinvest, Llc |
3 |
EURZ - DBX ETF TRUST - Xtrackers Eurozone Equity ETF |
3 |
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
3 |
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class |
3 |
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A |
3 |
FNDE - SCHWAB STRATEGIC TRUST - Schwab Fundamental Emerging Markets Large Company Index ETF |
3 |
Well Done, LLC |
3 |
Jabre Capital Partners S.A. |
3 |
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
3 |
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class |
3 |
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares |
3 |
Canal Capital Management, LLC |
3 |
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A |
3 |
Temasek Holdings (Private) Ltd |
3 |
Palestra Capital Management LLC |
3 |
Antipodean Advisors LLC |
3 |
FrontFour Capital Group LLC |
3 |
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA |
3 |
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
3 |
Chan Heng Fai Ambrose |
3 |
Tahithromos, L.L.C. |
3 |
CPOAX - Morgan Stanley Insight Fund - Morgan Stanley Insight Fund A |
3 |
Ewing Morris & Co. Investment Partners Ltd. |
3 |
Amtrust Financial Services, Inc. |
3 |
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF |
3 |
Phase 2 Partners, LLC |
3 |
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF |
3 |
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A |
3 |
JNL SERIES TRUST - JNL Bond Index Fund (I) |
3 |
B. Metzler seel. Sohn & Co. Holding AG |
3 |
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares |
3 |
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
3 |
Vetamer Capital Management, L.p. |
3 |
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF |
3 |
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
3 |
Akre Capital Management Llc |
3 |
Western Asset Global High Income Fund Inc. |
3 |
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
3 |
Manatuck Hill Partners, LLC |
3 |
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
3 |
Suvretta Capital Management, Llc |
3 |
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A |
3 |
Capricorn Fund Managers Ltd |
3 |
Bridgeworth, LLC |
3 |
Guidant Wealth Advisors |
3 |
Orbis Allan Gray Ltd |
3 |
Incline Global Management LLC |
3 |
CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF |
3 |
Horizon Financial Services, Llc |
3 |
Guardian Wealth Advisors, Llc / Nc |
3 |
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
3 |
Lgl Partners, Llc |
3 |
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A |
3 |
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares |
3 |
Piper Sandler & Co. |
3 |
Clearbridge, Llc |
3 |
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 |
3 |
Park Presidio Capital Llc |
3 |
Deutsche Value Series, Inc |
3 |
Polar Capital Holdings Plc |
3 |
CFBNX - COMMERCE FUNDS - The Bond Fund Shares |
3 |
CQS Cayman LP |
3 |
Grace Capital |
3 |
INDS - Pacer Funds Trust - Pacer Benchmark Industrial Real Estate SCTR ETF |
3 |
PIMCO FUNDS - PIMCO Sector Fund Series - H |
3 |
Westend Capital Management LLC |
3 |
Western Asset High Yield Defined Opportunity Fund Inc. |
3 |
Corbett Road Capital Management, Llc |
3 |
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF |
3 |
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
3 |
Huber Capital Management LLC |
3 |
Kamunting Street Capital Management, L.P. |
3 |
Caitlin John, LLC |
3 |
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
3 |
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
3 |
GMEZX - GuideStone Funds - Impact Equity Fund Investor |
3 |
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares |
3 |
Lorber David A |
3 |
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
3 |
BRSGX - BRIDGEWAY FUNDS INC - Small-Cap Growth Fund Class N |
3 |
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares |
3 |
Degroof Petercam Asset Management |
3 |
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF |
3 |
Sivia Capital Partners, LLC |
3 |
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf |
3 |
Powell Investment Advisors, LLC |
3 |
Fca Corp /tx |
3 |
Avidian Wealth Solutions, LLC |
3 |
Summit X, LLC |
3 |
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio |
3 |
Mine & Arao Wealth Creation & Management, LLC. |
3 |
QIRIX - AQR Funds - AQR International Relaxed Constraint Equity Fund Class I |
3 |
Cheviot Value Management, LLC |
3 |
Beck Bode, LLC |
3 |
Mountain Lake Investment Management LLC |
3 |
Budros, Ruhlin & Roe, Inc. |
3 |
Cruiser Capital Advisors, Llc |
3 |
Williams Jones Wealth Management, LLC. |
3 |
Anfield Capital Management, LLC |
3 |
Ruffer LLP |
3 |
Koss-Olinger Consulting, LLC |
3 |
Pandora Wealth, Inc. |
3 |
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class |
3 |
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
3 |
Kingstown Capital Management L.p. |
3 |
FS Series Trust - FS Market Neutral Fund Class I |
3 |
Angel Oak Financial Strategies Income Term Trust |
3 |
La Banque Postale Asset Management SA |
3 |
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF |
3 |
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I |
3 |
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I |
3 |
Great Diamond Partners, LLC |
3 |
Stonebridge Financial Planning Group, LLC |
3 |
Bienville Capital Management, LLC |
3 |
Franklin Templeton Variable Insurance Products Trust - Templeton Foreign Vip Fund Class 1 |
3 |
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund |
3 |
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class |
3 |
Cardinal Point Capital Management, ULC |
3 |
Secure Asset Management, LLC |
3 |
Overbrook Management Corp |
3 |
Alambic Investment Management, L.P. |
3 |
Oppenheimer International Equity Fund |
3 |
Bank Of Hawaii |
3 |
Parcion Private Wealth LLC |
3 |
Hcim Trust |
3 |
Sage Rock Capital Management LP |
3 |
Minot Wealth Management LLC |
3 |
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A |
3 |
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF |
3 |
Kathmere Capital Management, LLC |
3 |
Vision Financial Markets Llc |
3 |
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class |
3 |
Capital Wealth Alliance, LLC |
3 |
Intrepid Capital Management Inc |
3 |
Ovata Capital Management Ltd |
3 |
Eaton Vance Floating-rate 2022 Target Term Trust |
3 |
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income |
3 |
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A |
3 |
Investment Research & Advisory Group, Inc. |
3 |
ASR Vermogensbeheer N.V. |
3 |
Principle Wealth Partners Llc |
3 |
Rs Variable Products Trust |
3 |
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF |
3 |
Lmp Real Estate Income Fund Inc. |
3 |
Avalon Trust Co |
3 |
Seven Grand Managers, Llc |
3 |
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A |
3 |
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A |
3 |
Dialectic Capital Management, Lp |
3 |
N.E.W. Advisory Services LLC |
3 |
Us Financial Advisors, Llc |
3 |
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF |
3 |
Synergy Financial Management, LLC |
3 |
JCIC Asset Management Inc. |
3 |
TPLNX - TIMOTHY PLAN - Timothy Small-Cap Value Fund Class A |
3 |
Templeton Global Income Fund |
3 |
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
3 |
PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares |
3 |
Brandes Investment Partners, Lp |
3 |
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A) |
3 |
Generali Asset Management SPA SGR |
3 |
PTEC - Global X Funds - Global X PropTech ETF |
3 |
Folger Hill Asset Management LP |
3 |
Virtus Insight Trust |
3 |
St. James Investment Company, LLC |
3 |
Arcadia Investment Management Corp/mi |
3 |
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF |
3 |
Hobbs Group Advisors, LLC |
3 |
Xtx Markets Llc |
3 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund |
3 |
Northwestern Mutual Investment Services Llc |
3 |
Brown University |
3 |
Legacy Capital Group California, Inc. |
3 |
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A |
3 |
No Street GP LP |
3 |
CarsonAllaria Wealth Management, Ltd. |
3 |
Bpv Family Of Funds |
3 |
Ballast Advisors Llc |
3 |
Hohimer Wealth Management, Llc |
3 |
Smith Shellnut Wilson Llc /adv |
3 |
TCW ETF Trust - TCW High Yield Bond ETF |
3 |
Hall Kathryn A. |
3 |
Truffle Hound Capital, LLC |
3 |
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) |
3 |
Westerkirk Capital Inc. |
3 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 |
3 |
HCREX - HC CAPITAL TRUST - The Real Estate Securities Portfolio HC Strategic Shares |
3 |
Fsi Group, Llc |
3 |
Northern Right Capital Management, L.P. |
3 |
LionEye Capital Management LLC |
3 |
Sabby Management, Llc |
3 |
Kentucky Retirement Systems Insurance Trust Fund |
3 |
Guggenheim Equal Weight Enhanced Equity Income Fund |
3 |
PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C |
3 |
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 |
3 |
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund |
3 |
Blueprint Investment Partners LLC |
3 |
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N |
3 |
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III |
3 |
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. |
3 |
InvenTrust Properties Corp. |
3 |
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I |
3 |
Putnam Fl Investment Management Co |
3 |
Wilmington Trust Co |
3 |
Mountain Hill Investment Partners Corp. |
3 |
Fifth Third Wealth Advisors LLC |
3 |
Jnl Series Trust - Jnl/crescent High Income Fund (a) |
3 |
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 |
3 |
Annex Advisory Services, LLC |
3 |
Capital Management Associates /ny/ |
3 |
Stockman Wealth Management, Inc. |
3 |
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
3 |
FRANK FUNDS - Camelot Event Driven Fund Class A Shares |
3 |
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N |
3 |
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF |
3 |
BIT Capital GmbH |
3 |
Sonen Capital LLC |
3 |
Cannell Capital Llc |
3 |
O'Keefe Stevens Advisory, Inc. |
3 |
Great Lakes Retirement, Inc. |
3 |
Wellington Shields Capital Management, LLC |
3 |
Zuckerman Investment Group, LLC |
3 |
Coastline Trust Co |
3 |
Redwood Capital Management, Llc |
3 |
Norris Perne & French Llp/mi |
3 |
MJ - ETF Managers Trust - ETFMG Alternative Harvest ETF |
3 |
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class |
3 |
STXG - EA Series Trust - Strive 1000 Growth ETF |
3 |
CGC Financial Services, LLC |
3 |
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class |
3 |
Halpern Financial, Inc. |
3 |
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I |
3 |
Blue Fin Capital, Inc. |
3 |
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
3 |
Hamilton Lane Advisors Llc |
3 |
FEMYX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Emerging Markets Fund |
3 |
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund |
3 |
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares |
3 |
SPXZ - Listed Funds Trust - Morgan Creek-Exos SPAC Originated ETF |
3 |
BSBAX - Northern Funds - Northern Short Bond Fund |
3 |
Cubic Asset Management, LLC |
3 |
First National Corp /ma/ /adv |
3 |
PAX Financial Group, LLC |
3 |
Phoenix Investment Adviser LLC |
3 |
RVRB - ADVISORS SERIES TRUST - Reverb ETF |
3 |
Pacific Alternative Asset Management Company, Llc |
3 |
MAS Advisors LLC |
3 |
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
3 |
Kemper Corp Master Retirement Trust |
3 |
Gabelli Global Small & Mid Cap Value Trust |
3 |
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF |
3 |
Numina Capital Management, LLC |
3 |
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A |
3 |
NorthCrest Asset Manangement, LLC |
3 |
Cutler Capital Management, LLC |
3 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF |
3 |
Baldrige Asset Management LLC |
3 |
Mitsubishi UFJ Securities Holdings Co., Ltd. |
3 |
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
3 |
Lorne Steinberg Wealth Management Inc. |
3 |
WealthTrust Fairport, LLC |
3 |
BlackRock ETF Trust II - BlackRock Flexible Income ETF |
3 |
Murphy Capital Management Inc |
3 |
IBHJ - iSHARES TRUST - iShares iBonds 2030 Term High Yield and Income ETF |
3 |
Progressive Investment Management Corp |
3 |
Nikko Asset Management Americas, Inc. |
3 |
Smith, Graham & Co., Investment Advisors, LP |
3 |
Limestone Value Partners, LLC |
3 |
VR Advisory Services Ltd |
3 |
Alpine Bank Wealth Management |
3 |
Liberty All Star Growth Fund Inc. |
3 |
Amplify ETF Trust - Amplify AI Powered Equity ETF |
3 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service |
3 |
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
3 |
POM Investment Strategies, LLC |
3 |
Steadfast Capital Management Lp |
3 |
Perbak Capital Partners LLP |
3 |
Bremer Bank National Association |
3 |
Abn Amro Investment Solutions |
3 |
Condor Capital Management |
3 |
Triangle Securities Wealth Management |
3 |
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
3 |
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A |
3 |
Tiaa Trust, National Association |
3 |
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF |
3 |
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF |
3 |
Concorde Asset Management, LLC |
3 |
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares |
3 |
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class |
3 |
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class |
3 |
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A |
3 |
Alta Advisers Ltd |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund |
3 |
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
3 |
New World Fund Inc |
3 |
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A |
3 |
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A |
3 |
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
3 |
Corient Capital Partners, LLC |
3 |
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class |
3 |
Farringdon Capital, Ltd. |
3 |
Frontier Investment Mgmt Co |
3 |
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A |
3 |
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y |
3 |
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
3 |
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
3 |
High Point Bank & Trust Co |
3 |
Opseu Pension Plan Trust Fund |
3 |
Raiffeisen Bank International AG |
3 |
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - |
3 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
3 |
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio |
3 |
CenturyLink Investment Management Co |
3 |
Putnam ETF Trust - Putnam PanAgora ESG Emerging Markets Equity ETF - |
3 |
American Research & Management Co. |
3 |
St. James Investment Advisors, LLC |
3 |
Fortress Wealth Group, LLC |
3 |
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
3 |
Kathleen S. Wright Associates Inc. |
3 |
FPA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Asia Pacific ex-Japan AlphaDEX Fund |
3 |
Garrett Wealth Advisory Group, LLC |
3 |
MJT & Associates Financial Advisory Group, Inc. |
3 |
Perry Creek Capital Lp |
3 |
Two Roads Shared Trust - Hypatia Women CEO ETF |
3 |
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF |
3 |
Brighthouse Funds Trust I - Morgan Stanley Discovery Portfolio Class A |
3 |
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares |
3 |
TD Securities (USA) LLC |
3 |
LLINX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners International Fund |
3 |
Goodman Advisory Group, LLC |
3 |
Blue Bell Private Wealth Management, Llc |
3 |
Eisler Capital (UK) Ltd. |
3 |
WISNX - WILLIAM BLAIR FUNDS - William Blair International Small Cap Growth Fund Class N |
3 |
Biltmore Capital Advisors LLC |
3 |
United Community Bank |
3 |
Executive Wealth Management, LLC |
3 |
PRERX - PRINCIPAL FUNDS, INC. - Real Estate Securities Fund R-3 |
3 |
Shikiar Asset Management Inc |
3 |
FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF |
3 |
Delos Wealth Advisors, LLC |
3 |
Eisler Capital Management Ltd. |
3 |
Connacht Asset Management LP |
3 |
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class |
3 |
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
3 |
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A |
3 |
IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF |
3 |
Hallmark Capital Management Inc |
3 |
NEOS Investment Management LLC |
3 |
Voleon Capital Management Lp |
3 |
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class |
3 |
Covenant Partners, LLC |
3 |
DESK - VanEck ETF Trust - VanEck Office and Commercial REIT ETF |
3 |
ARK Investment Management LLC |
3 |
Mayflower Financial Advisors, LLC |
3 |
Clarfeld Financial Advisors, Llc |
3 |
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio |
3 |
Royce Global Value Trust, Inc. |
3 |
Bp Plc |
3 |
IPFF - iSHARES TRUST - iShares International Preferred Stock ETF |
3 |
Summit Partners Public Asset Management, Llc |
3 |
Cary Street Partners Financial Llc |
3 |
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
3 |
SkyTop Capital Management LLC |
3 |
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF |
3 |
PFS Partners, LLC |
3 |
RMR Wealth Builders |
3 |
Castlekeep Investment Advisors Llc |
3 |
ADVANCED SERIES TRUST - AST AQR Emerging Markets Equity Portfolio |
3 |
Valueworks Llc |
3 |
Argentus Capital Management, LLC |
3 |
Advanced Series Trust - Ast J.p. Morgan International Equity Portfolio |
3 |
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF |
3 |
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M |
3 |
Wealthbridge Capital Management, Llc |
3 |
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF |
3 |
Systematic Alpha Investments, LLC |
3 |
SOL Capital Management CO |
3 |
Scott & Selber, Inc. |
3 |
Edge Capital Group, LLC |
3 |
JLP Asset Management, LLC |
3 |
Magnolia Capital Fund, Lp |
3 |
Cedar Capital, Llc |
3 |
Mosaic Family Wealth, LLC |
3 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF |
3 |
CWC Advisors, LLC. |
3 |
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I |
3 |
DWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR (R) S&P (R) International Dividend ETF |
3 |
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF |
3 |
Tandem Capital Management Corp /adv |
3 |
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF |
3 |
JS Capital Management LLC |
3 |
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF |
3 |
Investment Centers Of America Inc |
3 |
Danda Trouve Investment Management, Inc. |
3 |
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A |
3 |
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class |
3 |
SPRE - Tidal ETF Trust - SP Funds S&P Global REIT Sharia ETF |
3 |
Filbrandt Wealth Management, LLC |
3 |
Callodine Capital Management, LP |
3 |
GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class |
3 |
FXED - Tidal ETF Trust - Sound Enhanced Fixed Income ETF |
3 |
Capital Financial Planning, LLC |
3 |
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund |
3 |
FHK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Hong Kong AlphaDEX Fund |
3 |
Lynx Investment Advisory |
3 |
PACIFIC SELECT FUND - Emerging Markets Portfolio Class I |
3 |
Accredited Wealth Management, LLC |
3 |
Jamison Private Wealth Management, Inc. |
3 |
Koa Wealth Management, LLC |
3 |
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class |
3 |
FCAN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Canada AlphaDEX Fund |
3 |
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
3 |
Arxis Securities Llc |
3 |
Strategic Capital Alternatives LLC |
3 |
Deep Field Asset Management LLC |
3 |
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class |
3 |
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
3 |
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF |
3 |
PNC Managed Account Solutions, Inc. |
3 |
Meridian Wealth Advisors, LLC |
3 |
Valued Wealth Advisors LLC |
3 |
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
3 |
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF |
3 |
Actinver Wealth Management, Inc. |
3 |
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class |
3 |
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF |
3 |
Gilbert & Cook, Inc. |
3 |
Linden Thomas Advisory Services, LLC |
3 |
Balasa Dinverno & Foltz Llc |
3 |
Nuveen Nasdaq 100 Dynamic Overwrite Fund |
3 |
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
3 |
World Equity Group, Inc. |
3 |
Private Bank & Trust Co |
3 |
Meeder Advisory Services, Inc. |
3 |
Foursixthree Capital Lp |
3 |
Regent Investment Management LLC |
3 |
Beacon Capital Management, Inc. |
3 |
Ostrum Asset Management U.s., Llc |
3 |
Bar Harbor Trust Services |
3 |
Cortland Associates Inc/mo |
3 |
Seeyond |
3 |
Qci Asset Management Inc/ny |
3 |
Tencent Holdings Ltd |
3 |
Fedenia Advisers LLC |
3 |
FEMS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets Small Cap AlphaDEX Fund |
3 |
ID Management A/S |
3 |
Mediolanum International Funds Ltd |
3 |
Semmax Financial Advisors Inc. |
3 |
Genesee Valley Trust Co |
3 |
F&C Asset Management plc |
3 |
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
3 |
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
3 |
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund |
3 |
Gould Asset Management Llc /ca/ |
3 |
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I |
3 |
BNDS - Series Portfolios Trust - Infrastructure Capital Bond Income ETF |
3 |
Wade G W & Inc |
3 |
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF |
3 |
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
3 |
Legacy Private Trust Co. |
3 |
Black Maple Capital Management LP |
3 |
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
3 |
Bluestein R H & Co |
3 |
GREI - Goldman Sachs ETF Trust - Goldman Sachs Future Real Estate and Infrastructure Equity ETF |
3 |
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV |
3 |
Meristem Family Wealth, LLC |
3 |
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A |
3 |
Pure Financial Advisors, Inc. |
3 |
Financial Enhancement Group LLC |
3 |
ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF |
3 |
Daiwa SB Investments Ltd. |
3 |
CHICAGO TRUST Co NA |
3 |
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV |
3 |
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund |
3 |
Wayfinding Financial, LLC |
3 |
Select Equity Group Inc |
3 |
New Mountain Vantage Advisers, L.l.c. |
3 |
Blum Capital Partners Lp |
3 |
Pegasus Partners Ltd. |
3 |
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A |
3 |
FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund |
3 |
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N |
3 |
Adalta Capital Management LLC |
3 |
Amplius Wealth Advisors, LLC |
3 |
RP Investment Advisors LP |
3 |
DEMAX - Delaware Group Global & International Funds - Delaware Emerging Markets Fund Class A |
3 |
Ssga Master Trust |
3 |
Kings Path Partners LLC |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio |
3 |
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio |
3 |
Sargent Investment Group, LLC |
3 |
Detwiler Fenton Investment Management LLC |
3 |
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF |
3 |
Firefly Value Partners, LP |
3 |
Hgk Asset Management Inc |
3 |
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A |
3 |
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 |
3 |
Cercano Management LLC |
3 |
CT Financial Advisors LLC |
3 |
Capital Insight Partners, Llc |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
3 |
Mizuho Securities Usa Llc |
3 |
DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares |
3 |
Woodson Capital Management, LP |
3 |
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF |
3 |
Optimal Asset Management, Inc. |
3 |
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N |
3 |
Sand Grove Capital Management LLP |
3 |
DGGAX - DELAWARE GROUP GLOBAL & INTERNATIONAL FUNDS - Delaware International Small Cap Fund Class A |
3 |
Oppenheimer Main Street All Cap Fund |
3 |
EICGX - EATON VANCE GROWTH TRUST - Eaton Vance Greater China Growth Fund Class I |
3 |
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A |
3 |
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund |
3 |
Cortina Asset Management, LLC |
3 |
Clifford Swan Investment Counsel Llc |
3 |
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
3 |
Krilogy Financial LLC |
3 |
Trust Point Inc. |
3 |
FolioMetrix LLC |
3 |
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF |
3 |
Cypress Capital Group |
3 |
Qsemble Capital Management, LP |
3 |
One68 Global Capital, LLC |
3 |
VICTORY VARIABLE INSURANCE FUNDS - Victory Sophus Emerging Markets VIP Series Class I |
3 |
Bruderman Asset Management, LLC |
3 |
AZMIX - Allianz Funds Multi-Strategy Trust - AllianzGI NFJ Emerging Markets Value Fund Institutional Class |
3 |
Stillwater Investment Management, L.P. |
3 |
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund |
3 |
AGF Investments Trust - AGF Emerging Markets Equity Fund Class I |
3 |
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
3 |
Spouting Rock Asset Management, LLC |
3 |
Ethos Financial Group, LLC |
3 |
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A |
3 |
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares |
3 |
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A |
3 |
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
3 |
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares |
3 |
Alliance Wealth Advisors, LLC /UT |
3 |
Himco Variable Insurance Trust |
3 |
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia |
3 |
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A |
3 |
USVT - Ultimus Managers Trust - US VALUE ETF |
3 |
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
3 |
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares |
3 |
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF |
3 |
Ellis Investment Partners, LLC |
3 |
London Co Of Virginia |
3 |
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
3 |
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I |
3 |
Forge First Asset Management Inc. |
3 |
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund |
3 |
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF |
3 |
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional |
3 |
EIREX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Real Estate Fund Class I |
3 |
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
3 |
Graves-Light Private Wealth Management, Inc. |
3 |
Dumac, Inc. |
3 |
Legacy Bridge, LLC |
3 |
LCOAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge International Small Cap Fund Class A |
3 |
Herr Investment Group LLC |
3 |
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF |
3 |
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T |
3 |
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF |
3 |
Cobalt Capital Management, Inc. |
3 |
Cooper Financial Group |
3 |
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
3 |
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class |
3 |
FundVantage Trust - Verplanck Balanced Fund |
3 |
Twin Capital Management Inc |
3 |
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A |
3 |