VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
34 |
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
24 |
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
24 |
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
23 |
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
23 |
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
22 |
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
22 |
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
21 |
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
21 |
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
20 |
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
20 |
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
20 |
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
19 |
BlackRock, Inc. |
18 |
Proequities, Inc. |
18 |
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
18 |
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
18 |
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
18 |
Royal Bank Of Canada |
17 |
Pnc Financial Services Group, Inc. |
17 |
Barclays Plc |
17 |
UBS Group AG |
17 |
Jpmorgan Chase & Co |
17 |
State Street Corp |
17 |
Bank Of America Corp /de/ |
17 |
Wells Fargo & Company/mn |
17 |
Simplex Trading, Llc |
17 |
Invesco Ltd. |
17 |
Charles Schwab Investment Management Inc |
16 |
Geode Capital Management, Llc |
16 |
Aqr Capital Management Llc |
16 |
Morgan Stanley |
16 |
Cwm, Llc |
16 |
Vanguard Group Inc |
16 |
Deutsche Bank Ag\ |
16 |
Bank of New York Mellon Corp |
16 |
California Public Employees Retirement System |
16 |
Goldman Sachs Group Inc |
16 |
Dimensional Fund Advisors Lp |
16 |
Manufacturers Life Insurance Company, The |
16 |
Northern Trust Corp |
16 |
Nuveen Asset Management, LLC |
16 |
SG Americas Securities, LLC |
16 |
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
16 |
Parametric Portfolio Associates Llc |
16 |
Citigroup Inc |
16 |
Bank Of Montreal /can/ |
16 |
Bnp Paribas Arbitrage, Sa |
16 |
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
16 |
Renaissance Technologies Llc |
16 |
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
16 |
Bessemer Group Inc |
16 |
Fmr Llc |
16 |
Susquehanna International Group, Llp |
16 |
Marshall Wace, Llp |
15 |
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
15 |
New York State Common Retirement Fund |
15 |
Legal & General Group Plc |
15 |
Rhumbline Advisers |
15 |
Credit Suisse Ag/ |
15 |
American International Group, Inc. |
15 |
BlackRock Advisors LLC |
15 |
Millennium Management Llc |
15 |
California State Teachers Retirement System |
15 |
IFP Advisors, Inc |
15 |
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
15 |
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
15 |
MetLife Investment Management, LLC |
15 |
Ameriprise Financial Inc |
15 |
KBC Group NV |
15 |
Jane Street Group, Llc |
15 |
Tower Research Capital LLC (TRC) |
15 |
Janney Montgomery Scott LLC |
15 |
First Manhattan Co |
15 |
ProShare Advisors LLC |
15 |
Russell Investments Group, Ltd. |
15 |
Citadel Advisors Llc |
15 |
Squarepoint Ops LLC |
15 |
Parallax Volatility Advisers, L.P. |
15 |
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
15 |
Teachers Advisors, Llc |
14 |
Advisor Group Holdings, Inc. |
14 |
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
14 |
Norges Bank |
14 |
Cubist Systematic Strategies, LLC |
14 |
Victory Capital Management Inc |
14 |
Hsbc Holdings Plc |
14 |
Panagora Asset Management Inc |
14 |
Metropolitan Life Insurance Co/ny |
14 |
Great West Life Assurance Co /can/ |
14 |
Two Sigma Advisers, Lp |
14 |
Captrust Financial Advisors |
14 |
Advisor Group, Inc. |
14 |
Ladenburg Thalmann Financial Services Inc |
14 |
Allspring Global Investments Holdings, LLC |
14 |
Smartleaf Asset Management LLC |
14 |
Martingale Asset Management L P |
14 |
Raymond James & Associates |
14 |
State Board Of Administration Of Florida Retirement System |
14 |
Franklin Resources Inc |
14 |
Arrowstreet Capital, Limited Partnership |
14 |
D. E. Shaw & Co., Inc. |
14 |
BlackRock Fund Advisors |
14 |
BlackRock Institutional Trust Company, N.A. |
14 |
Parallel Advisors, LLC |
14 |
Raymond James Financial Inc |
14 |
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
14 |
BlackRock Investment Management, LLC |
14 |
Alliancebernstein L.p. |
14 |
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
14 |
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
14 |
Prudential Financial Inc |
14 |
Zurcher Kantonalbank (Zurich Cantonalbank) |
14 |
Advisory Services Network, LLC |
14 |
Allworth Financial LP |
14 |
Tiaa Cref Investment Management Llc |
14 |
Acadian Asset Management Llc |
14 |
Federated Hermes, Inc. |
13 |
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
13 |
Us Bancorp \de\ |
13 |
Sei Investments Co |
13 |
GAMMA Investing LLC |
13 |
Ameritas Investment Partners, Inc. |
13 |
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
13 |
Strs Ohio |
13 |
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
13 |
Ellevest, Inc. |
13 |
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
13 |
PEAK6 Investments, L.P. |
13 |
American Century Companies Inc |
13 |
Gabelli Funds Llc |
13 |
Quadrant Capital Group Llc |
13 |
Cutler Group LP |
13 |
Nationwide Fund Advisors |
13 |
EverSource Wealth Advisors, LLC |
13 |
Los Angeles Capital Management Llc |
13 |
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
13 |
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
13 |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
13 |
Guggenheim Capital Llc |
13 |
Russell Frank Co/ |
13 |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
13 |
IWV - iSHARES TRUST - iShares Russell 3000 ETF |
13 |
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
13 |
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
13 |
Meeder Asset Management Inc |
13 |
Virtu Financial LLC |
13 |
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
13 |
Farther Finance Advisors, LLC |
13 |
Group One Trading, L.p. |
13 |
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
13 |
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
13 |
Gsa Capital Partners Llp |
13 |
Northwestern Mutual Wealth Management Co |
13 |
Two Sigma Investments, Lp |
13 |
Hrt Financial Lp |
13 |
State Of Wisconsin Investment Board |
13 |
Proficio Capital Partners LLC |
13 |
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
13 |
Price T Rowe Associates Inc /md/ |
13 |
Water Asset Management LLC |
13 |
Trexquant Investment LP |
13 |
Manchester Capital Management LLC |
13 |
Nisa Investment Advisors, Llc |
13 |
ELCO Management Co., LLC |
13 |
WFG Advisors, LP |
13 |
Piedmont Investment Advisors Llc |
13 |
Ubs Ag |
13 |
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
13 |
Emerald Acquisition Ltd. |
13 |
Huntington National Bank |
13 |
Principal Financial Group Inc |
13 |
First Trust Advisors Lp |
13 |
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
12 |
Qube Research & Technologies Ltd |
12 |
Wolverine Trading, Llc |
12 |
Kcg Holdings, Inc. |
12 |
Amalgamated Bank |
12 |
Campbell & CO Investment Adviser LLC |
12 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
12 |
Lazard Asset Management Llc |
12 |
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
12 |
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
12 |
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
12 |
Clear Harbor Asset Management, LLC |
12 |
Cullen Capital Management, LLC |
12 |
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
12 |
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
12 |
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
12 |
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
12 |
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
12 |
CGW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF |
12 |
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
12 |
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
12 |
Jump Financial, LLC |
12 |
PDT Partners, LLC |
12 |
Stifel Financial Corp |
12 |
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
12 |
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
12 |
Point72 Hong Kong Ltd |
12 |
Ubs Asset Management Americas Inc |
12 |
Covestor Ltd |
12 |
Signaturefd, Llc |
12 |
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
12 |
Commonwealth Equity Services, Llc |
12 |
Aquatic Capital Management LLC |
12 |
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
12 |
Engineers Gate Manager LP |
12 |
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
12 |
Sterling Capital Management LLC |
12 |
SBI Securities Co., Ltd. |
12 |
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
12 |
Parkside Financial Bank & Trust |
12 |
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
12 |
Jones Financial Companies Lllp |
12 |
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
12 |
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
12 |
HighTower Advisors, LLC |
12 |
Thrivent Financial For Lutherans |
12 |
Creative Planning |
12 |
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
12 |
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
12 |
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
12 |
Voya Investment Management Llc |
12 |
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
12 |
Paloma Partners Management Co |
12 |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
12 |
Quadrature Capital Ltd |
12 |
Corebridge Financial, Inc. |
11 |
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
11 |
PHO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Water Resources ETF |
11 |
Cornerstone Planning Group LLC |
11 |
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
11 |
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
11 |
Rockefeller Capital Management L.P. |
11 |
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
11 |
ExodusPoint Capital Management, LP |
11 |
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
11 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
11 |
D.a. Davidson & Co. |
11 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
11 |
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A |
11 |
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
11 |
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
11 |
LPL Financial LLC |
11 |
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
11 |
Fifth Third Bancorp |
11 |
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
11 |
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
11 |
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
11 |
Creative Financial Designs Inc /adv |
11 |
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
11 |
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
11 |
Berman Capital Advisors, LLC |
11 |
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
11 |
Amalgamated Financial Corp. |
11 |
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
11 |
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
11 |
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
11 |
Gabelli Utility Trust |
11 |
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
11 |
PENN SERIES FUNDS INC - Small Cap Index Fund |
11 |
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
11 |
AdvisorNet Financial, Inc |
11 |
PEAK6 Investments LLC |
11 |
Man Group plc |
11 |
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
11 |
Jefferies Group LLC |
11 |
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
11 |
Tortoise Index Solutions, LLC |
11 |
Ronald Blue Trust, Inc. |
11 |
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF |
11 |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
11 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
11 |
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
11 |
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
11 |
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
11 |
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
11 |
NSIDX - Northern Funds - Northern Small Cap Index Fund |
11 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
11 |
SRS Capital Advisors, Inc. |
11 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
11 |
Commonwealth Equity Services, Inc |
11 |
Envestnet Asset Management Inc |
11 |
Nuveen, LLC |
11 |
Police & Firemen's Retirement System of New Jersey |
11 |
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
11 |
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
11 |
Lindbrook Capital, Llc |
11 |
Aperio Group, LLC |
11 |
IWM - iSHARES TRUST - iShares Russell 2000 ETF |
11 |
True Wealth Design, LLC |
11 |
Teton Advisors, Inc. |
11 |
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
11 |
Glenmede Trust Co Na |
11 |
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
11 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
11 |
Profunds - Profund Vp Ultrasmall-cap |
11 |
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
11 |
Dynamic Technology Lab Private Ltd |
11 |
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
11 |
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
11 |
Prelude Capital Management, Llc |
11 |
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
11 |
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
11 |
Gitterman Wealth Management, LLC |
11 |
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
11 |
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
11 |
Walleye Trading LLC |
11 |
Profunds - Profund Vp Small-cap |
11 |
Coldstream Capital Management Inc |
11 |
Janney Capital Management LLC |
11 |
Bbr Partners, Llc |
11 |
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
11 |
XTX Topco Ltd |
11 |
NEXT Financial Group, Inc |
11 |
Ergoteles LLC |
11 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
11 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
11 |
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
11 |
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
11 |
MetLife Securities, Inc |
11 |
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
11 |
Private Advisor Group, LLC |
11 |
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
11 |
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
11 |
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
11 |
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
11 |
Municipal Employees' Retirement System of Michigan |
11 |
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
10 |
QS Investors, LLC |
10 |
Mariner, LLC |
10 |
Glassman Wealth Services |
10 |
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
10 |
CI Private Wealth, LLC |
10 |
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
10 |
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
10 |
Quantamental Technologies LLC |
10 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
10 |
CWM Advisors, LLC |
10 |
Kennedy Capital Management, Inc. |
10 |
Steward Partners Investment Advisory, Llc |
10 |
Capital Performance Advisors Llp |
10 |
Marshall Wace North America L.P. |
10 |
Brown Brothers Harriman & Co |
10 |
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
10 |
Macquarie Group Ltd |
10 |
Alberta Investment Management Corp |
10 |
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
10 |
SLPIX - Profunds - Small-cap Profund Investor Class |
10 |
Menta Capital Llc |
10 |
Ground Swell Capital, LLC |
10 |
Acrospire Investment Management LLC |
10 |
Pinnacle Wealth Planning Services, Inc. |
10 |
Tortoise Capital Advisors, L.l.c. |
10 |
Calvert Investment Management, Inc. |
10 |
Sowell Financial Services LLC |
10 |
Assenagon Asset Management S.A. |
10 |
North Star Investment Management Corp. |
10 |
RidgeWorth Capital Management LLC |
10 |
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
10 |
VCSLX - VALIC Co I - Small Cap Index Fund |
10 |
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
10 |
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
10 |
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
10 |
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A |
10 |
Fortitude Family Office, LLC |
10 |
MAI Capital Management |
10 |
Wellington Management Group Llp |
10 |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
10 |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
10 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
10 |
A.R.T. Advisors, LLC |
10 |
Point72 Asset Management, L.P. |
10 |
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
10 |
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A |
10 |
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
10 |
Whittier Trust Co |
10 |
Numeric Investors Llc |
10 |
Quantbot Technologies LP |
10 |
Sofos Investments, Inc. |
10 |
AQWA - Global X Funds - Global X Clean Water ETF |
10 |
Usca Ria Llc |
10 |
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
10 |
Jfs Wealth Advisors, Llc |
10 |
Cutter & CO Brokerage, Inc. |
10 |
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
10 |
Occudo Quantitative Strategies Lp |
10 |
Geneos Wealth Management Inc. |
10 |
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
10 |
Rehmann Capital Advisory Group |
10 |
Assetmark, Inc |
10 |
Cambridge Investment Research Advisors, Inc. |
10 |
Harbour Investments, Inc. |
10 |
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
10 |
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
10 |
Advanced Series Trust - Ast Small-cap Growth Portfolio |
10 |
Capstone Investment Advisors, Llc |
10 |
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
10 |
Zacks Investment Management |
10 |
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
10 |
Intech Investment Management Llc |
10 |
Atom Investors LP |
10 |
Verition Fund Management LLC |
10 |
Oxford Asset Management Llp |
10 |
Global Retirement Partners, LLC |
10 |
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
10 |
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
10 |
Raymond James Financial Services Advisors, Inc. |
10 |
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
10 |
Swiss National Bank |
10 |
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
10 |
CIBC Private Wealth Group, LLC |
10 |
Versant Capital Management, Inc |
10 |
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
10 |
Tudor Investment Corp Et Al |
10 |
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
10 |
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
10 |
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
10 |
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
10 |
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
10 |
Kepos Capital LP |
10 |
American Portfolios Advisors |
10 |
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
10 |
Teacher Retirement System Of Texas |
10 |
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
10 |
CenterBook Partners LP |
10 |
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
10 |
Walleye Capital LLC |
10 |
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
10 |
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
10 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
10 |
Comerica Bank |
10 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
10 |
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
10 |
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
10 |
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
10 |
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
9 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
9 |
DekaBank Deutsche Girozentrale |
9 |
Eaton Vance Management |
9 |
Amundi |
9 |
Allianz Asset Management GmbH |
9 |
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
9 |
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
9 |
Advisors Asset Management, Inc. |
9 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
9 |
O'shaughnessy Asset Management, Llc |
9 |
First Horizon Advisors, Inc. |
9 |
Chicago Equity Partners Llc |
9 |
Bridgeway Capital Management Inc |
9 |
Flagship Harbor Advisors, Llc |
9 |
Guggenheim Active Allocation Fund |
9 |
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
9 |
Handelsbanken Fonder AB |
9 |
Capital Advisors, Ltd. LLC |
9 |
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
9 |
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
9 |
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
9 |
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
9 |
Caitong International Asset Management Co., Ltd |
9 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
9 |
Public Employees Retirement Association Of Colorado |
9 |
Susquehanna Fundamental Investments, Llc |
9 |
Karp Capital Management Corp |
9 |
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
9 |
Cerity Partners LLC |
9 |
Connor, Clark & Lunn Investment Management Ltd. |
9 |
Toronto Dominion Bank |
9 |
GWM Advisors LLC |
9 |
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
9 |
Umb Bank N A/mo |
9 |
Y-Intercept (Hong Kong) Ltd |
9 |
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
9 |
Centiva Capital, LP |
9 |
Balyasny Asset Management Llc |
9 |
Larson Financial Group LLC |
9 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
9 |
Ethic Inc. |
9 |
CENTRAL TRUST Co |
9 |
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
9 |
NSGRX - Northern Funds - Northern Small Cap Core Fund |
9 |
Rothschild Investment Llc |
9 |
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
9 |
Point72 (DIFC) Ltd |
9 |
M&t Bank Corp |
9 |
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
9 |
Summit Global Investments |
9 |
BlackRock Group LTD |
9 |
Principal Securities, Inc. |
9 |
Pictet Asset Management Sa |
9 |
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
9 |
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
9 |
Nuance Investments, Llc |
9 |
Gabelli Global Utility & Income Trust |
9 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
9 |
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
9 |
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
9 |
Gamco Investors, Inc. Et Al |
9 |
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
9 |
EntryPoint Capital, LLC |
9 |
Financial Gravity Companies, Inc. |
9 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
9 |
Stratos Wealth Partners, LTD. |
9 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
9 |
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
9 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
9 |
First Quadrant L P/ca |
9 |
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
9 |
GAM Holding AG |
9 |
National Planning Corp |
9 |
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
9 |
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
9 |
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF |
9 |
Winton Capital Group Ltd |
9 |
Schonfeld Strategic Advisors LLC |
9 |
Sanctuary Wealth Advisors, LLC |
9 |
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
9 |
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a) |
9 |
Pictet Asset Management Holding SA |
9 |
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
9 |
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
9 |
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
9 |
Mackay Shields Llc |
9 |
State of New Jersey Common Pension Fund D |
9 |
Ballentine Partners, LLC |
9 |
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
9 |
FLOWX - FIDELITY SUMMER STREET TRUST - Fidelity Water Sustainability Fund |
9 |
Fieldpoint Private Securities, LLC |
9 |
Meridian Wealth Partners, LLC |
9 |
Atria Investments Llc |
9 |
Janus Henderson Group Plc |
9 |
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
9 |
Point72 Asia (Singapore) Pte. Ltd. |
9 |
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
9 |
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
9 |
RSSL - Global X Funds - Global X Russell 2000 ETF |
9 |
FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF |
9 |
Cetera Investment Advisers |
9 |
Schroder Investment Management Group |
8 |
Belpointe Asset Management LLC |
8 |
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
8 |
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
8 |
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
8 |
Federation des caisses Desjardins du Quebec |
8 |
Oppenheimer & Co Inc |
8 |
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
8 |
IWC - iSHARES TRUST - iShares Micro-Cap ETF |
8 |
Vanguard Index Funds |
8 |
Avion Wealth |
8 |
National Bank Of Canada /fi/ |
8 |
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
8 |
Tfo-tdc, Llc |
8 |
Forward Management, LLC |
8 |
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
8 |
FineMark National Bank & Trust |
8 |
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
8 |
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
8 |
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
8 |
New Age Alpha Advisors, LLC |
8 |
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
8 |
Skopos Labs, Inc. |
8 |
Private Wealth Management Group, LLC |
8 |
DiNuzzo Private Wealth, Inc. |
8 |
Principal Funds Inc |
8 |
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional |
8 |
New York State Teachers Retirement System |
8 |
Bell Investment Advisors, Inc |
8 |
MUFG Americas Holdings Corp |
8 |
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A |
8 |
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
8 |
Graham Capital Management, L.P. |
8 |
Wipfli Financial Advisors Llc, |
8 |
Seacrest Wealth Management, Llc |
8 |
First Republic Investment Management, Inc. |
8 |
NOSGX - Northern Funds - Northern Small Cap Value Fund |
8 |
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
8 |
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
8 |
ClariVest Asset Management LLC |
8 |
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
8 |
Cetera Advisor Networks LLC |
8 |
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
8 |
Enterprise Financial Services Corp |
8 |
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
8 |
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
8 |
AWTAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Water Fund Class A |
8 |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
8 |
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
8 |
PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
8 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
8 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
8 |
Baird Financial Group, Inc. |
8 |
Cornerstone Capital Management Holdings Llc. |
8 |
Private Capital Group, LLC |
8 |
Royce & Associates Lp |
8 |
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
8 |
TCI Wealth Advisors, Inc. |
8 |
State of Tennessee, Treasury Department |
8 |
Truist Financial Corp |
8 |
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
8 |
Old Mission Capital Llc |
8 |
Deprince Race & Zollo Inc |
8 |
Credit Agricole S A |
8 |
Reilly Financial Advisors, Llc |
8 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
8 |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
8 |
BlueCrest Capital Management Ltd |
8 |
Evercore Wealth Management, LLC |
8 |
Algert Global Llc |
8 |
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
8 |
Tokio Marine Asset Management Co Ltd |
8 |
Gradient Investments LLC |
8 |
National Asset Management, Inc. |
8 |
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
8 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
8 |
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
8 |
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
8 |
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
8 |
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
8 |
Public Employees Retirement System Of Ohio |
8 |
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
8 |
EAM Investors, LLC |
8 |
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
8 |
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
8 |
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
8 |
Van Eck Associates Corp |
8 |
EBI - RBB Fund Trust - Longview Advantage ETF |
8 |
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
8 |
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares |
8 |
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares |
8 |
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
8 |
Amundi Pioneer Asset Management Inc |
8 |
TBLU - Managed Portfolio Series - Tortoise Global Water ESG Fund |
8 |
Versor Investments LP |
8 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
8 |
Tfs Capital Llc |
8 |
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
8 |
Massmutual Trust Co Fsb/adv |
8 |
Eqis Capital Management, Inc. |
8 |
Alpine Global Management, LLC |
8 |
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
8 |
Quantinno Capital Management LP |
8 |
Summit Global Management, Inc. |
8 |
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
8 |
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
8 |
Carroll Financial Associates, Inc. |
8 |
Benjamin F. Edwards & Company, Inc. |
8 |
Harbor Investment Advisory, Llc |
8 |
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
8 |
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
8 |
Mirae Asset Global Investments Co., Ltd. |
8 |
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
8 |
Yousif Capital Management, Llc |
8 |
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
8 |
Nomura Asset Management Co Ltd |
8 |
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
7 |
First Pacific Financial |
7 |
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
7 |
CoreCap Advisors, LLC |
7 |
Independent Advisor Alliance |
7 |
Canada Pension Plan Investment Board |
7 |
Bokf, Na |
7 |
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
7 |
Krane Funds Advisors LLC |
7 |
Farmers & Merchants Investments Inc |
7 |
GPS Wealth Strategies Group, LLC |
7 |
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
7 |
Maryland State Retirement & Pension System |
7 |
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
7 |
Boothbay Fund Management, Llc |
7 |
State Farm Mutual Fund Trust |
7 |
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
7 |
Thompson Davis & Co., Inc. |
7 |
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
7 |
State Farm Variable Product Trust |
7 |
Humankind Benefit Corp - Humankind US Stock ETF |
7 |
AE Wealth Management LLC |
7 |
Arizona State Retirement System |
7 |
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
7 |
Nomura Holdings Inc |
7 |
NOBOX - Northern Funds - Northern Bond Index Fund |
7 |
Cornerstone Wealth Management, LLC |
7 |
Schubert & Co |
7 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
7 |
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
7 |
Hillsdale Investment Management Inc. |
7 |
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
7 |
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
7 |
Tcwp Llc |
7 |
IRUNX - IVY FUNDS - Ivy ProShares Russell 2000 Dividend Growers Index Fund Class N |
7 |
Twin Peaks Wealth Advisors, LLC |
7 |
Exchange Traded Concepts, Llc |
7 |
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
7 |
Universal- Beteiligungs- und Servicegesellschaft mbH |
7 |
Voloridge Investment Management, Llc |
7 |
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
7 |
NewSquare Capital LLC |
7 |
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
7 |
Hartland & Co., LLC |
7 |
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
7 |
AMP Capital Investors Ltd |
7 |
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
7 |
Baker Avenue Asset Management, LP |
7 |
Howe & Rusling Inc |
7 |
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
7 |
Spire Wealth Management |
7 |
R Squared Ltd |
7 |
Coppell Advisory Solutions LLC |
7 |
PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF |
7 |
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
7 |
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
7 |
Kestra Advisory Services, LLC |
7 |
Northwest Investment Counselors, Llc |
7 |
Quest Partners LLC |
7 |
Mercer Global Advisors Inc /adv |
7 |
Commonwealth Bank Of Australia |
7 |
Mirabella Financial Services Llp |
7 |
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
7 |
UniSuper Management Pty Ltd |
7 |
Cornercap Investment Counsel Inc |
7 |
Guardian Wealth Advisors, LLC |
7 |
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
7 |
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
7 |
Skandinaviska Enskilda Banken AB (publ) |
7 |
Vident Investment Advisory, LLC |
7 |
Zimmer Partners, LP |
7 |
Gotham Asset Management, LLC |
7 |
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
7 |
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
7 |
Nine Chapters Capital Management LLC |
7 |
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
7 |
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
7 |
Duff & Phelps Investment Management Co |
7 |
Forsta Ap-fonden |
7 |
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
7 |
Mutual Of America Capital Management Llc |
7 |
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
7 |
Jacobs Levy Equity Management, Inc |
7 |
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class |
7 |
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
7 |
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
7 |
Financial Architects, Inc |
7 |
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF |
7 |
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
7 |
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
7 |
Grantham, Mayo, Van Otterloo & Co. LLC |
7 |
JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares |
7 |
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
7 |
Orion Portfolio Solutions, LLC |
7 |
Mml Investors Services, Llc |
7 |
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
7 |
Money Concepts Capital Corp |
7 |
Neuberger Berman Group LLC |
7 |
Hantz Financial Services, Inc. |
7 |
Rational Advisors Llc |
7 |
Catalyst Funds Management Pty Ltd |
7 |
Brookstone Capital Management |
7 |
BNP Paribas Asset Management Holding S.A. |
7 |
FORA Capital, LLC |
7 |
Crossmark Global Holdings, Inc. |
7 |
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
7 |
Dupont Capital Management Corp |
7 |
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
7 |
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
7 |
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
7 |
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
7 |
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
7 |
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A |
7 |
CoreCommodity Management, LLC |
7 |
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
7 |
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
7 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
7 |
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
7 |
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund |
7 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
7 |
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
7 |
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
7 |
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
7 |
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
7 |
Catalyst Capital Advisors LLC |
7 |
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
7 |
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
7 |
Clear Street Markets Llc |
7 |
Vontobel Holding Ltd. |
7 |
New England Securities Corp /MA/ |
7 |
Inceptionr Llc |
7 |
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
7 |
LGT Financial Advisors LLC |
7 |
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
7 |
Weiss Asset Management LP |
7 |
Daiwa Securities Group Inc. |
7 |
Td Asset Management Inc |
7 |
Arrow Financial Corp |
7 |
Asset Management One Co., Ltd. |
7 |
West Tower Group, LLC |
7 |
Cornerstone Advisors, Inc. |
7 |
DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A |
7 |
Glen Eagle Advisors, LLC |
7 |
Dark Forest Capital Management Lp |
7 |
Clean Yield Group |
7 |
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
7 |
College Retirement Equities Fund |
7 |
Sonora Investment Management, LLC |
7 |
Principal Diversified Select Real Asset Fund |
7 |
Tiaa-cref Funds |
7 |
Klp Kapitalforvaltning As |
7 |
Wedge Capital Management L L P/nc |
7 |
Axa S.a. |
7 |
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
7 |
T. Rowe Price Investment Management, Inc. |
7 |
Millburn Ridgefield Corp |
7 |
Quantitative Systematic Strategies LLC |
7 |
Atlantic Trust, LLC |
7 |
IndexIQ Advisors LLC |
7 |
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
7 |
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
7 |
Costello Asset Management, INC |
7 |
Point72 Middle East FZE |
7 |
VDAFX - VALIC Co I - Dynamic Allocation Fund |
7 |
Magellan Asset Management Ltd |
7 |
Ing Groep Nv |
6 |
Penserra Capital Management LLC |
6 |
Tsfg, Llc |
6 |
First National Corp /ma/ /adv |
6 |
Citizens Financial Group Inc/ri |
6 |
Westside Investment Management, Inc. |
6 |
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class |
6 |
KBIWX - Advisors' Inner Circle Fund III - KBI GLOBAL INVESTORS AQUARIUS FUND Institutional Shares |
6 |
Vantagepoint Funds |
6 |
Psagot Value Holdings Ltd. / (Israel) |
6 |
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A |
6 |
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF |
6 |
Cresset Asset Management, LLC |
6 |
Lido Advisors, LLC |
6 |
Aster Capital Management (DIFC) Ltd |
6 |
Csenge Advisory Group |
6 |
New York Life Investment Management Llc |
6 |
Tfs Capital Investment Trust |
6 |
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
6 |
TD Waterhouse Canada Inc. |
6 |
Kings Point Capital Management |
6 |
DRW Securities, LLC |
6 |
First Horizon Corp |
6 |
Aviva Plc |
6 |
Robeco Schweiz AG |
6 |
Quarry LP |
6 |
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
6 |
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
6 |
Vestcor Inc |
6 |
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
6 |
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
6 |
Ontario Teachers Pension Plan Board |
6 |
Sei Trust Co |
6 |
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
6 |
Segall Bryant & Hamill, Llc |
6 |
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
6 |
Wealthspire Advisors, L.P. |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
6 |
Asset Dedication, LLC |
6 |
Suntrust Banks Inc |
6 |
LS Investment Advisors, LLC |
6 |
Bank Of Nova Scotia |
6 |
Capital Fund Management S.a. |
6 |
SJS Investment Consulting Inc. |
6 |
Gabelli Dividend & Income Trust |
6 |
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class |
6 |
Dorsey Wright & Associates |
6 |
Oregon Public Employees Retirement Fund |
6 |
Annis Gardner Whiting Capital Advisors, LLC |
6 |
Public Sector Pension Investment Board |
6 |
Mendota Financial Group, LLC |
6 |
Irish Life Investment Managers Ltd. |
6 |
State of Alaska, Department of Revenue |
6 |
USA Financial Portformulas Corp |
6 |
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
6 |
Westwood Holdings Group Inc |
6 |
Private Ocean, LLC |
6 |
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
6 |
Illinois Municipal Retirement Fund |
6 |
Wealthcare Capital Management Llc |
6 |
Putnam Investments Llc |
6 |
Venture Visionary Partners LLC |
6 |
RobecoSam USA, Inc. |
6 |
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
6 |
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
6 |
Blackhill Capital Inc |
6 |
People's United Financial, Inc. |
6 |
Spot Trading L.L.C |
6 |
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
6 |
EFRA - iSHARES TRUST - iShares Environmental Infrastructure and Industrials ETF |
6 |
Aigen Investment Management, Lp |
6 |
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
6 |
Stephens Consulting, LLC |
6 |
WealthPLAN Partners, LLC |
6 |
Private Trust Co Na |
6 |
Rise Advisors, LLC |
6 |
Contravisory Investment Management, Inc. |
6 |
Pictet Asset Management Ltd |
6 |
Jacobi Capital Management LLC |
6 |
Six Circles Trust - Six Circles Global Bond Fund |
6 |
Texas Permanent School Fund |
6 |
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF |
6 |
Arkadios Wealth Advisors |
6 |
Venturi Wealth Management, LLC |
6 |
Stevens Capital Management Lp |
6 |
Profund Advisors Llc |
6 |
Regions Financial Corp |
6 |
Ensign Peak Advisors, Inc |
6 |
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
6 |
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A |
6 |
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
6 |
Mackenzie Financial Corp |
6 |
Two Sigma Securities, Llc |
6 |
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
6 |
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares |
6 |
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
6 |
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
6 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
6 |
FinTrust Capital Advisors, LLC |
6 |
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
6 |
Moors & Cabot, Inc. |
6 |
Virginia Retirement Systems Et Al |
6 |
Signet Financial Management, Llc |
6 |
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
6 |
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
6 |
Simon Quick Advisors, Llc |
6 |
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
6 |
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
6 |
International Assets Investment Management, Llc |
6 |
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
6 |
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
6 |
Phoenix Holdings Ltd. |
6 |
Brandywine Global Investment Management, LLC |
6 |
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
6 |
Mather Group, Llc. |
6 |
Mitsubishi UFJ Trust & Banking Corp |
6 |
Alphacrest Capital Management Llc |
6 |
Koshinski Asset Management, Inc. |
6 |
FLDFX - Meeder Funds - BALANCED FUND Retail Class |
6 |
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
6 |
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares |
6 |
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
6 |
Toroso Investments, LLC |
6 |
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund |
6 |
James Investment Research Inc |
6 |
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
6 |
Everence Capital Management Inc |
6 |
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
6 |
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
6 |
State of Wyoming |
6 |
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
6 |
New Age Alpha Funds Trust - NAA Opportunity Fund Class C |
6 |
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
6 |
Cordant, Inc. |
6 |
Natixis Investment Managers International |
6 |
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
6 |
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
6 |
Analytic Investors, LLC |
6 |
Cibc World Markets Corp |
6 |
Murphy Capital Management Inc |
6 |
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF |
6 |
Cetera Advisors LLC |
6 |
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
6 |
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
6 |
Blueshift Asset Management, LLC |
6 |
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
6 |
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
6 |
BlackRock Japan Co. Ltd |
6 |
Ameritas Investment Corp |
6 |
Avantax Advisory Services, Inc. |
6 |
Continuum Advisory, LLC |
6 |
State of New Jersey Common Pension Fund A |
6 |
Nfj Investment Group, Llc |
6 |
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
6 |
Ellington Management Group Llc |
6 |
Sargent Bickham Lagudis LLC |
6 |
Regal Investment Advisors LLC |
6 |
Smithfield Trust Co |
6 |
Wolverine Asset Management Llc |
6 |
Concord Wealth Partners |
6 |
Oppenheimer Etf Trust |
6 |
Innealta Capital, Llc |
6 |
Valeo Financial Advisors, LLC |
6 |
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
6 |
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF |
6 |
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A |
6 |
Mckinley Capital Management Llc /delaware |
6 |
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
6 |
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
6 |
Veriti Management LLC |
6 |
Harbor Capital Advisors, Inc. |
6 |
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
6 |
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund |
6 |
Louisiana State Employees Retirement System |
6 |
Steward Financial Group LLC |
6 |
Hughes Financial Services, LLC |
6 |
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF |
6 |
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
6 |
Davy Global Fund Management Ltd |
6 |
Newbridge Financial Services Group, Inc. |
6 |
Eudaimonia Partners, LLC |
6 |
Teachers Retirement System Of The State Of Kentucky |
6 |
Paradigm Asset Management Co Llc |
6 |
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
6 |
Abound Wealth Management |
6 |
Hemington Wealth Management |
6 |
Laurion Capital Management LP |
6 |
Ostrum Asset Management |
6 |
Disciplined Investments, LLC |
6 |
Capital Bank & Trust Co |
6 |
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
6 |
Tibra Equities Europe Ltd |
6 |
Centaurus Financial, Inc. |
6 |
Brevan Howard Capital Management LP |
6 |
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares |
6 |
Liberty Wealth Management Llc |
6 |
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
6 |
Hexagon Capital Partners LLC |
6 |
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
6 |
Fortis Advisors, LLC |
6 |
IFM Investors Pty Ltd |
6 |
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
6 |
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
6 |
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
6 |
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
6 |
Shell Asset Management Co |
6 |
Baystate Wealth Management LLC |
6 |
WASHINGTON TRUST Co |
6 |
Baldwin Brothers Inc/ma |
6 |
AQUAX - Managed Portfolio Series - Ecofin Sustainable Water Fund A Class |
6 |
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
6 |
Hbk Investments L P |
6 |
United Services Automobile Association |
6 |
Wealth Enhancement Advisory Services, Llc |
6 |
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
6 |
We Are One Seven, LLC |
6 |
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
5 |
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
5 |
JNBA Financial Advisors |
5 |
Rockefeller Financial Services Inc |
5 |
CCIIX - Capitol Series Trust - Cornerstone Capital Access Impact Fund Institutional Class |
5 |
First Allied Advisory Services, Inc. |
5 |
Impax Asset Management LTD |
5 |
Elequin Capital Lp |
5 |
Virtue Capital Management, LLC |
5 |
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
5 |
Plante Moran Financial Advisors, LLC |
5 |
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares |
5 |
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
5 |
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class |
5 |
Snowden Capital Advisors LLC |
5 |
Commerzbank Aktiengesellschaft /fi |
5 |
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
5 |
MQS Management LLC |
5 |
Oakworth Capital, Inc. |
5 |
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
5 |
HBK Sorce Advisory LLC |
5 |
Financial Advocates Investment Management |
5 |
United Capital Financial Advisers, Llc |
5 |
Sonen Capital LLC |
5 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
5 |
Cassady Schiller Wealth Management, LLC |
5 |
Holocene Advisors, LP |
5 |
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
5 |
Putnam Fl Investment Management Co |
5 |
Ameritas Advisory Services, LLC |
5 |
6 Meridian |
5 |
Adage Capital Partners Gp, L.l.c. |
5 |
Nordea Investment Management Ab |
5 |
Girard Partners Ltd. |
5 |
Claris Advisors, Llc / Mo / |
5 |
Rydex Etf Trust |
5 |
Delpha Capital Management, Llc |
5 |
Aevitas Wealth Management, Inc. |
5 |
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
5 |
Aaron Wealth Advisors LLC |
5 |
Calton & Associates, Inc. |
5 |
PineBridge Investments, L.P. |
5 |
Polar Asset Management Partners Inc. |
5 |
Humankind Investments LLC |
5 |
Inspire Advisors, LLC |
5 |
Bridgefront Capital, LLC |
5 |
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
5 |
Bbva Usa |
5 |
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
5 |
Natixis |
5 |
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
5 |
RHJ International SA |
5 |
Eagle Global Advisors Llc |
5 |
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
5 |
Bayesian Capital Management, LP |
5 |
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF |
5 |
Highbridge Capital Management Llc |
5 |
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
5 |
APG Asset Management N.V. |
5 |
Smith, Moore & Co. |
5 |
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
5 |
Tocqueville Asset Management L.p. |
5 |
Cadence Capital Management Llc |
5 |
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
5 |
Penn Capital Management Co Inc |
5 |
Edgestream Partners, L.P. |
5 |
FDx Advisors, Inc. |
5 |
Shelton Capital Management |
5 |
Wedbush Securities Inc |
5 |
Kovitz Investment Group Partners, LLC |
5 |
Ropes Wealth Advisors Llc |
5 |
Virtus Investment Advisers, Inc. |
5 |
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
5 |
Bluestein R H & Co |
5 |
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF |
5 |
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
5 |
Fuller & Thaler Asset Management, Inc. |
5 |
Chicago Partners Investment Group LLC |
5 |
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
5 |
AHL Partners LLP |
5 |
Hm Payson & Co |
5 |
Synovus Financial Corp |
5 |
Boston Private Wealth Llc |
5 |
Zebra Capital Management LLC |
5 |
Valley National Advisers Inc |
5 |
SAC Capital Advisors LP |
5 |
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
5 |
Baird Robert W & Co Inc /wi/ |
5 |
Granite Investment Partners, LLC |
5 |
Blair William & Co/il |
5 |
Stonebridge Capital Advisors LLC |
5 |
MCF Advisors LLC |
5 |
Jane Street Holding, LLC |
5 |
Wealthcare Advisory Partners LLC |
5 |
BRYN MAWR TRUST Co |
5 |
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
5 |
San Francisco Sentry Investment Group (ca) |
5 |
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
5 |
Glenmede Investment Management, LP |
5 |
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
5 |
Etf Managers Group, Llc |
5 |
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
5 |
Motco |
5 |
Leuthold Group, Llc |
5 |
SECOR Capital Advisors, LP |
5 |
HFM Investment Advisors, LLC |
5 |
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
5 |
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
5 |
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
5 |
Teton Westwood Funds |
5 |
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
5 |
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
5 |
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
5 |
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
5 |
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
5 |
Moody National Bank Trust Division |
5 |
Avantax Planning Partners, Inc. |
5 |
Ameriflex Group, Inc. |
5 |
Jupiter Asset Management Ltd |
5 |
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
5 |
Crow Point Partners, LLC |
5 |
Vega Investment Solutions |
5 |
Raiffeisen Bank International AG |
5 |
Harvest Fund Management Co., Ltd |
5 |
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
5 |
NumerixS Investment Technologies Inc |
5 |
Airain ltd |
5 |
Symons Capital Management Inc |
5 |
Denali Advisors Llc |
5 |
Sustainable Insight Capital Management, LLC |
5 |
Parkworth Wealth Management, Inc. |
5 |
Rialto Wealth Management, LLC |
5 |
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund |
5 |
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
5 |
Calvert Impact Fund Inc |
5 |
Johnson Financial Group, Inc. |
5 |
Patriot Financial Group Insurance Agency, LLC |
5 |
Erste Asset Management GmbH |
5 |
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
5 |
Boston Partners |
5 |
Natixis Advisors, L.p. |
5 |
Capital Wealth Planning, LLC |
5 |
Fox Run Management, L.l.c. |
5 |
Peapack Gladstone Financial Corp |
5 |
Webster Bank, N. A. |
5 |
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
5 |
Standard Life Aberdeen plc |
5 |
Investors Asset Management Of Georgia Inc /ga/ /adv |
5 |
Global Financial Private Client, LLC |
5 |
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
5 |
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
5 |
Ancora Advisors, LLC |
5 |
Beck Bode, LLC |
5 |
UMA Financial Services, Inc. |
5 |
Loomis Sayles & Co L P |
5 |
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
5 |
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
5 |
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
5 |
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
5 |
Sageworth Trust Co |
5 |
GeoWealth Management, LLC |
5 |
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
5 |
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
5 |
Clarity Asset Management, Inc. |
5 |
City Holding Co |
5 |
Claymore Exchange-traded Fund Trust |
5 |
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
5 |
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
5 |
Old Mutual Global Investors (UK) Ltd. |
5 |
Coastal Investment Advisors, Inc. |
5 |
Pathstone Holdings, LLC |
5 |
Caisse De Depot Et Placement Du Quebec |
5 |
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
5 |
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
5 |
Next Financial Holdings |
5 |
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
5 |
VCAAX - VALIC Co I - Asset Allocation Fund |
5 |
Bare Financial Services, Inc |
5 |
E. Ohman J:or Asset Management AB |
5 |
Lsv Asset Management |
5 |
Wealthbridge Capital Management, Llc |
5 |
Lord, Abbett & Co. Llc |
5 |
Sutton Wealth Advisors Inc. |
5 |
Tiaa Trust, National Association |
5 |
OMERS ADMINISTRATION Corp |
5 |
Jennison Associates Llc |
5 |
M&r Capital Management Inc |
5 |
GIMFX - GMO TRUST - GMO Implementation Fund |
5 |
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio |
5 |
Miller Howard Investments Inc /ny |
5 |
Bay Harbor Wealth Management, LLC |
5 |
Weld Capital Management Llc |
5 |
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
5 |
Duality Advisers, Lp |
5 |
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class |
5 |
Nebula Research & Development LLC |
5 |
Riverview Trust Co |
5 |
Philadelphia Trust Co |
5 |
Ingalls & Snyder Llc |
5 |
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
5 |
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
5 |
Cullen/frost Bankers, Inc. |
5 |
Cordasco Financial Network |
5 |
Ieq Capital, Llc |
5 |
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
5 |
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
5 |
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
5 |
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
5 |
Sherbrooke Park Advisers Llc |
5 |
Banque Cantonale Vaudoise |
5 |
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
5 |
Key FInancial Inc |
5 |
ISAM Funds (UK) Ltd |
5 |
LMR Partners LLP |
5 |
Thematics Asset Management |
5 |
Healthcare Of Ontario Pension Plan Trust Fund |
5 |
Trust Co Of Vermont |
5 |
Hl Financial Services Llc |
5 |
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
5 |
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
5 |
Column Capital Advisors, LLC |
5 |
Impax Asset Management Group plc |
5 |
Hancock Whitney Corp |
5 |
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard |
5 |
Boenning & Scattergood, Inc. |
5 |
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
5 |
Redpoint Investment Management Pty Ltd |
5 |
Sunbelt Securities, Inc. |
5 |
BI Asset Management Fondsmaeglerselskab A/S |
5 |
JustInvest LLC |
5 |
Mercer Capital Advisers, Inc. |
5 |
Rosenberg Matthew Hamilton |
5 |
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
5 |
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
5 |
Hutchens & Kramer Investment Management Group, LLC |
5 |
Financial Counselors Inc |
5 |
Navellier & Associates Inc |
5 |
Hightower 6M Holding, LLC |
5 |
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
5 |
Castleview Partners, Llc |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
5 |
Hanson & Doremus Investment Management |
5 |
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
5 |
Employees Retirement System of Texas |
5 |
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF |
5 |
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
5 |
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
5 |
Spark Investment Management LLC |
5 |
PENN SERIES FUNDS INC - International Equity Fund |
5 |
Meiji Yasuda Asset Management Co Ltd. |
4 |
Haverford Trust Co |
4 |
Shelter Harbor Advisors, Lp |
4 |
Commerce Bank |
4 |
Regentatlantic Capital Llc |
4 |
F3Logic, LLC |
4 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC |
4 |
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
4 |
Robeco Institutional Asset Management B.V. |
4 |
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
4 |
Gierl Augustine Investment Management Inc |
4 |
GFS Advisors, LLC |
4 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
4 |
PIO - Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF |
4 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
4 |
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
4 |
Ridgewood Investments LLC |
4 |
Pinnacle Bancorp, Inc. |
4 |
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund |
4 |
Seven Eight Capital, Lp |
4 |
Ipswich Investment Management Co., Inc. |
4 |
SVPIX - Profunds - Small-cap Value Profund Investor Class |
4 |
Eii Capital Management, Inc. |
4 |
SGPIX - Profunds - Small-cap Growth Profund Investor Class |
4 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
4 |
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
4 |
SpiderRock Trading LLC |
4 |
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
4 |
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
4 |
Stonebridge Financial Group, LLC |
4 |
NorthRock Partners, LLC |
4 |
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
4 |
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
4 |
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
4 |
Neuburgh Advisers LLC |
4 |
Meadow Creek Investment Management LLC |
4 |
Kingsview Wealth Management, LLC |
4 |
Sierra Ocean, Llc |
4 |
Wilbanks Smith & Thomas Asset Management Llc |
4 |
IHT Wealth Management, LLC |
4 |
Family Firm, Inc. |
4 |
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
4 |
Alera Investment Advisors, LLC |
4 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
4 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
4 |
Virtus Alternative Investment Advisers, Inc. |
4 |
VSM Wealth Advisory, LLC |
4 |
Crowley Wealth Management, Inc. |
4 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
4 |
Householder Group Estate & Retirement Specialist, LLC |
4 |
Resona Asset Management Co.,Ltd. |
4 |
PSCU - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Utilities & Communication Services ETF |
4 |
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
4 |
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
4 |
C M Bidwell & Associates Ltd |
4 |
Perpetual Ltd |
4 |
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF |
4 |
XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF |
4 |
Groupe la Francaise |
4 |
Aldebaran Financial Inc. |
4 |
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
4 |
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
4 |
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A |
4 |
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
4 |
Vanguard World Fund |
4 |
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
4 |
Farmers & Merchants Trust Co of Long Beach |
4 |
Checchi Capital Advisers, LLC |
4 |
QCVAX - Clearwater Investment Trust - Clearwater International Fund |
4 |
Mason Street Advisors, Llc |
4 |
Freestone Grove Partners LP |
4 |
Advisors Preferred, LLC |
4 |
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
4 |
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
4 |
Allianz Se |
4 |
Lenox Wealth Management, Inc. |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
4 |
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
4 |
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A |
4 |
Elkfork Partners LLC |
4 |
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES |
4 |
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
4 |
Brown Advisory Inc |
4 |
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A |
4 |
Covington Capital Management |
4 |
Beacon Capital Management, Inc. |
4 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
4 |
Sound Income Strategies, LLC |
4 |
Sawtooth Solutions, LLC |
4 |
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
4 |
Bruderman Asset Management, LLC |
4 |
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 |
4 |
Advanced Series Trust - Ast Small-cap Value Portfolio |
4 |
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
4 |
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
4 |
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
4 |
Gemmer Asset Management LLC |
4 |
EP Wealth Advisors, Inc. |
4 |
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
4 |
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
4 |
Acrisure Capital Management, LLC |
4 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
4 |
Salem Investment Counselors Inc |
4 |
Crestline Management, LP |
4 |
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
4 |
Managed Account Advisors Llc |
4 |
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares |
4 |
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
4 |
Reaves W H & Co Inc |
4 |
Pinnacle Summer Investments, Inc. |
4 |
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
4 |
StoneX Group Inc. |
4 |
Xact Kapitalforvaltning AB |
4 |
Tarbox Family Office, Inc. |
4 |
Pinnacle Financial Partners Inc |
4 |
1832 Asset Management L.P. |
4 |
Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
4 |
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
4 |
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
4 |
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
4 |
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
4 |
Pearl River Capital, LLC |
4 |
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
4 |
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
4 |
Measured Wealth Private Client Group, LLC |
4 |
Quent Capital, LLC |
4 |
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
4 |
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
4 |
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
4 |
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
4 |
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
4 |
Weiss Multi-Strategy Advisers LLC |
4 |
Tuttle Tactical Management LLC |
4 |
South Dakota Investment Council |
4 |
Evergreen Capital Management Llc |
4 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
4 |
FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A |
4 |
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
4 |
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
4 |
Landscape Capital Management, L.l.c. |
4 |
Harwood Advisory Group, LLC |
4 |
World Asset Management Inc |
4 |
CenterStar Fund, LLC |
4 |
Meeder Advisory Services, Inc. |
4 |
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
4 |
Maple-Brown Abbott Ltd |
4 |
Sequoia Financial Advisors, LLC |
4 |
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
4 |
Cable Hill Partners, LLC |
4 |
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
4 |
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
4 |
Summit Trail Advisors, Llc |
4 |
Wellington Shields & Co., LLC |
4 |
Headlands Technologies LLC |
4 |
Qs Batterymarch Financial Management, Inc |
4 |
Visium Asset Management, LP |
4 |
Jackson Wealth Management, LLC |
4 |
Copeland Capital Management, LLC |
4 |
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
4 |
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
4 |
Rare Infrastructure Ltd |
4 |
Sumitomo Mitsui Trust Holdings, Inc. |
4 |
Legg Mason Investment Counsel, LLC |
4 |
AT Bancorp |
4 |
Princeton Alpha Management LP |
4 |
Emerald Investment Partners, Llc |
4 |
Kempen Capital Management N.v. |
4 |
Veritable, L.P. |
4 |
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
4 |
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
4 |
Kms Financial Services, Inc |
4 |
Bowling Portfolio Management LLC |
4 |
Winfield Associates, Inc. |
4 |
Oppenheimer Funds Inc |
4 |
Hanseatic Management Services Inc |
4 |
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
4 |
Gratus Capital LLC |
4 |
City State Bank |
4 |
SOUTH STATE Corp |
4 |
CIBC Asset Management Inc |
4 |
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
4 |
Colony Group Llc |
4 |
Dfpg Investments, Llc |
4 |
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares |
4 |
Nachman Norwood & Parrott, Inc |
4 |
Cohen & Steers, Inc. |
4 |
Stanley-Laman Group, Ltd. |
4 |
Stephens Inc /ar/ |
4 |
Brookfield Asset Management Inc. |
4 |
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
4 |
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
4 |
Nbt Bank N A /ny |
4 |
Riverhead Capital Management Llc |
4 |
Destination Wealth Management |
4 |
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
4 |
Deere & Co |
4 |
Corton Capital Inc. |
4 |
Prospera Financial Services Inc |
4 |
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
4 |
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
4 |
CIBC World Markets Inc. |
4 |
Sophrosyne Capital Llc |
4 |
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
4 |
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF |
4 |
GV Financial Advisors |
4 |
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF |
4 |
Westpac Banking Corp |
4 |
Lincoln National Corp |
4 |
River Wealth Advisors LLC |
4 |
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
4 |
Associated Banc-corp |
4 |
Armstrong Advisory Group, Inc |
4 |
Itau Unibanco Holding S.A. |
4 |
Selective Wealth Management, Inc. |
4 |
Cribstone Capital Management, LLC |
4 |
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
4 |
Dynamic Technology Lab Pte Ltd |
4 |
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
4 |
Twinbeech Capital Lp |
4 |
Sciencast Management LP |
4 |
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
4 |
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
4 |
Kalos Management, Inc. |
4 |
Brewin Dolphin Ltd |
4 |
Advisor Partners Ii, Llc |
4 |
Cozad Asset Management Inc |
4 |
Alps Advisors Inc |
4 |
Rodgers Brothers Inc. |
4 |
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
4 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
4 |
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
4 |
Romano Brothers And Company |
4 |
Arcadia Investment Management Corp/mi |
4 |
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
4 |
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
4 |
Nvwm, Llc |
4 |
Redmond Asset Management, LLC |
4 |
Osborn Rohs Williams & Donohoe Ltd |
4 |
Van Hulzen Asset Management, LLC |
4 |
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
4 |
Petrus Trust Company, LTA |
4 |
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A |
4 |
361 Capital Llc |
4 |
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I |
4 |
Old Mutual Customised Solutions (proprietary) Ltd |
4 |
Zions Bancorporation |
4 |
Profunds - Profund Vp Small-cap Growth |
4 |
Profunds - Profund Vp Small-cap Value |
4 |
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
4 |
Penobscot Investment Management Company, Inc. |
4 |
Xponance, Inc. |
4 |
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
4 |
Sandy Spring Bank |
4 |
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
4 |
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
4 |
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
4 |
Mason Street Advisors, Llc |
4 |
St Germain D J Co Inc |
4 |
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
4 |
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. |
4 |
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
4 |
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
4 |
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
4 |
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
4 |
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF |
4 |
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
4 |
Independent Portfolio Consultants, Inc. |
4 |
Earnest Partners Llc |
4 |
Childress Capital Advisors, Llc |
4 |
FNY Investment Advisers, LLC |
4 |
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
4 |
CX Institutional |
4 |
Optiver Holding B.V. |
4 |
Minichmacgregor Wealth Management, Llc |
4 |
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
4 |
RMB Capital Management, LLC |
4 |
Zurich Insurance Group Ltd/FI |
4 |
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
4 |
Kozak & Associates, Inc. |
4 |
Retirement Group, LLC |
4 |
Boston Trust Walden Corp |
4 |
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
4 |
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
4 |
Keybank National Association/oh |
4 |
Cambridge Trust Co |
4 |
Capital Guardian Trust Co |
4 |
Delos Wealth Advisors, LLC |
4 |
Weiss Strategic Interval Fund |
4 |
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
4 |
Vantage Consulting Group Inc |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
4 |
Raymond James Trust N.a. |
4 |
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
4 |
JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
4 |
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
4 |
Northern Trust Co Of Connecticut |
4 |
Pathstone Family Office, Llc |
4 |
Bedel Financial Consulting, Inc. |
4 |
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF |
4 |
Royal Fund Management, LLC |
4 |
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
4 |
FFNJX - VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class |
4 |
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF |
4 |
Dnp Select Income Fund Inc |
4 |
RWM Asset Management, LLC |
4 |
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
4 |
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
4 |
GLIF - AGF Investments Trust - AGFiQ Global Infrastructure ETF |
4 |
Syverson Strege & Co |
4 |
Fortitude Advisory Group L.L.C. |
4 |
IRUAX - IVY FUNDS - Delaware Ivy ProShares Russell 2000 Dividend Growers Index Fund Class A |
4 |
Addison Advisors LLC |
4 |
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
4 |
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
4 |
Longbow Capital Partners, L.P. |
4 |
High Note Wealth, LLC |
4 |
Wexford Capital Lp |
4 |
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF |
4 |
Rsm Us Wealth Management Llc |
4 |
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
4 |
Banque Pictet & Cie Sa |
4 |
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
4 |
Denver Investment Advisors Llc |
4 |
Beacon Capital Management, LLC |
4 |
Atria Wealth Solutions, Inc. |
4 |
Clark Capital Management Group, Inc. |
4 |
Hussman Strategic Advisors, Inc. |
4 |
Trustcore Financial Services, Llc |
4 |
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
4 |
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
4 |
Vanguard Specialized Funds |
4 |
Crewe Advisors LLC |
4 |
Magnetar Financial LLC |
4 |
Brinker Capital Investments, LLC |
4 |
Kessler Investment Group, LLC |
4 |
National Investment Services Inc /wi |
4 |
AIEQ - ETF Managers Trust - AI Powered Equity ETF |
4 |
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
4 |
Mycio Wealth Partners, Llc |
4 |
Parisi Gray Wealth Management |
4 |
Oliver Lagore Vanvalin Investment Group |
4 |
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
4 |
Vigilant Capital Management, LLC |
4 |
Buckingham Strategic Wealth, Llc |
4 |
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
4 |
Ajo, Lp |
4 |
NN Investment Partners Holdings N.V. |
4 |
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
4 |
APBAX - Cavanal Hill Funds - Active Core Fund Investor |
4 |
TRUE Private Wealth Advisors |
4 |
Impax Asset Management (AIFM) Ltd |
4 |
Paces Ferry Wealth Advisors, Llc |
4 |
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
4 |
Blue Bell Private Wealth Management, Llc |
4 |
Sigma Planning Corp |
4 |
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class |
4 |
Bremer Bank National Association |
4 |
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
4 |
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
4 |
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
4 |
Golden State Wealth Management, LLC |
4 |
Colony Group, LLC |
4 |
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
4 |
Gabelli Equity Series Funds Inc |
4 |
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
4 |
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
4 |
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
4 |
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
4 |
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
4 |
Wealthfront Advisers Llc |
4 |
nVerses Capital, LLC |
4 |
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF |
4 |
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
4 |
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
4 |
Timber Hill LLC |
4 |
Creekmur Asset Management LLC |
4 |
Endurance Wealth Management, Inc. |
4 |
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
4 |
Baillie Gifford & Co |
4 |
FIL Ltd |
4 |
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
4 |
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
4 |
FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio |
4 |
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
4 |
Pinnacle Associates Ltd |
4 |
Qrg Capital Management, Inc. |
4 |
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
4 |
Evoke Wealth, Llc |
4 |
Whittier Trust Co Of Nevada Inc |
4 |
Truewealth Llc |
4 |
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
4 |
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
4 |
Wealthspire Advisors, LLC |
4 |
Thompson Siegel & Walmsley Llc |
4 |
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF |
4 |
Pathway Financial Advisers, LLC |
4 |
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
4 |
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
4 |
Dixon Hughes Goodman Wealth Advisors LLC |
4 |
Capstone Asset Management Co |
4 |
Westport Resources Management Inc |
4 |
Bogle Investment Management L P /de/ |
4 |
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
4 |
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
4 |
Harvest Investment Services, LLC |
4 |
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
4 |
Resources Investment Advisors, LLC. |
4 |
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
4 |
Monarch Partners Asset Management LLC |
4 |
Td Private Client Wealth Llc |
4 |
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class |
4 |
Tiaa, Fsb |
4 |
Pendal Group Ltd |
4 |
EHLS - Tidal Trust II - Even Herd Long Short ETF |
4 |
Clearbridge Investments, LLC |
4 |
Globeflex Capital L P |
3 |
Ecofin Advisors Ltd |
3 |
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
3 |
Bridge Creek Capital Management LLC |
3 |
Laurel Wealth Advisors, Inc. |
3 |
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
3 |
Wealthfront Inc |
3 |
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
3 |
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
3 |
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
3 |
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
3 |
EULAV Asset Management |
3 |
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
3 |
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
3 |
First Foundation Advisors |
3 |
Tradeworx Inc. |
3 |
Washington Trust Bank |
3 |
Barrington Strategic Wealth Management Group LLC |
3 |
Archford Capital Strategies, LLC |
3 |
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
3 |
Caxton Associates Lp |
3 |
Dearborn Partners Llc |
3 |
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
3 |
Fidelity Central Investment Portfolios LLC - Fidelity Utilities Central Fund |
3 |
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
3 |
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
3 |
U S Global Investors Inc |
3 |
Soros Fund Management Llc |
3 |
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I |
3 |
Rafferty Asset Management, LLC |
3 |
CGAFX - CALVERT IMPACT FUND INC - Calvert Green Bond Fund Class A |
3 |
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
3 |
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
3 |
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
3 |
Santa Fe Partners LLC |
3 |
Dorsey & Whitney Trust CO LLC |
3 |
Integrated Investment Consultants, LLC |
3 |
Cbre Clarion Securities Llc |
3 |
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
3 |
Invictus RG |
3 |
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
3 |
SMITH HAYES Advisers, Inc |
3 |
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
3 |
Belmont Global Advisors, Inc. |
3 |
Greenleaf Trust |
3 |
Oppenheimer Asset Management Inc. |
3 |
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
3 |
Element Capital Management Llc |
3 |
Trellus Management Company, LLC |
3 |
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
3 |
Coastal Bridge Advisors, LLC |
3 |
Phocas Financial Corp. |
3 |
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
3 |
Lombard Odier Asset Management (Europe) Ltd |
3 |
CSat Investment Advisory, L.P. |
3 |
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class |
3 |
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares |
3 |
Compagnie Lombard Odier SCmA |
3 |
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
3 |
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
3 |
Legato Capital Management LLC |
3 |
Dubuque Bank & Trust Co |
3 |
First Personal Financial Services |
3 |
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
3 |
Institutional & Family Asset Management, Llc |
3 |
NatWest Group plc |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
3 |
Cipher Capital LP |
3 |
Horizon Investments, LLC |
3 |
Ironsides Asset Advisors, LLC |
3 |
Johnson Investment Counsel Inc |
3 |
Prudential Plc |
3 |
BNP Paribas Investment Partners S.A. |
3 |
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
3 |
Agf Investments Inc. |
3 |
City National Bank |
3 |
Caldwell Securities, Inc |
3 |
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6 |
3 |
Aurora Investment Counsel |
3 |
Antonetti Capital Management LLC |
3 |
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
3 |
Societe Generale |
3 |
Jackson, Grant Investment Advisers, Inc. |
3 |
Delphi Private Advisors LLC |
3 |
Nuveen Fund Advisors, LLC |
3 |
Sarasin & Partners LLP |
3 |
Barrett Asset Management, LLC |
3 |
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
3 |
Palisades Investment Partners, LLC |
3 |
HISF - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Strategic Income ETF |
3 |
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
3 |
Elite Wealth Management, Inc. |
3 |
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
3 |
Osterweis Capital Management Inc |
3 |
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund |
3 |
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
3 |
Corient Capital Partners, LLC |
3 |
Reliance Trust Co Of Delaware |
3 |
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
3 |
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
3 |
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
3 |
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
3 |
Clinton Group Inc |
3 |
AGF Investments LLC |
3 |
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
3 |
Private Advisory Group LLC |
3 |
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
3 |
Blackstart Capital LP |
3 |
McAdam, LLC |
3 |
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
3 |
Teza Capital Management LLC |
3 |
Capital Investment Advisory Services, LLC |
3 |
Symmetry Partners, LLC |
3 |
Flinton Capital Management LLC |
3 |
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF |
3 |
Convergence Investment Partners, LLC |
3 |
Maven Securities LTD |
3 |
Adviser Investments LLC |
3 |
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
3 |
Hartford Mutual Funds Inc/ct |
3 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
3 |
Colonial Trust Advisors |
3 |
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
3 |
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
3 |
Point72 Europe (London) LLP |
3 |
Dai-Ichi Life Insurance Company, Ltd |
3 |
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
3 |
HCR Wealth Advisors |
3 |
Tyers Asset Management LLC |
3 |
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A |
3 |
Wesbanco Bank Inc |
3 |
General Motors Investment Management Corp |
3 |
Doyle Wealth Management |
3 |
Dunvegan Associates, Inc. |
3 |
YorkBridge Wealth Partners, LLC |
3 |
MARSHALL WACE ASIA Ltd |
3 |
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
3 |
Bfsg, Llc |
3 |
Banco Bilbao Vizcaya Argentaria, S.a. |
3 |
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
3 |
Savior LLC |
3 |
Bb&t Investment Services, Inc. |
3 |
Riggs Asset Managment Co. Inc. |
3 |
Keeley Asset Management Corp |
3 |
Legacy Advisors, LLC |
3 |
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
3 |
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
3 |
Tower View Investment Management & Research LLC |
3 |
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
3 |
Front Row Advisors LLC |
3 |
Kovack Advisors, Inc. |
3 |
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
3 |
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A |
3 |
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
3 |
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
3 |
Investment Centers Of America Inc |
3 |
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N |
3 |
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A |
3 |
Claymore Exchange-traded Fund Trust 2 |
3 |
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
3 |
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
3 |
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
3 |
CPSIX - Unified Series Trust - Fci Bond Fund |
3 |
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
3 |
Assured Investment Management LLC |
3 |
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
3 |
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
3 |
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
3 |
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
3 |
VCSMX - VALIC Co I - Small Cap Fund |
3 |
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
3 |
Janus Capital Management Llc |
3 |
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
3 |
Capital World Investors |
3 |
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
3 |
JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
3 |
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
3 |
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
3 |
VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
3 |
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
3 |
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
3 |
Carnick & Kubik, LLC |
3 |
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
3 |
VCSVX - VALIC Co II - Small Cap Value Fund |
3 |
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A |
3 |
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III |
3 |
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
3 |
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
3 |
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
3 |
Icon Advisers Inc/co |
3 |
Hallmark Capital Management Inc |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
3 |
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
3 |
Trust Co Of Toledo Na /oh/ |
3 |
Cortina Asset Management, LLC |
3 |
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
3 |
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
3 |
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A |
3 |
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
3 |
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
3 |
S.A. Mason LLC |
3 |
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
3 |
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
3 |
Argent Capital Management Llc |
3 |
Pacifica Partners Inc. |
3 |
Gabelli Convertible & Income Securities Fund Inc |
3 |
Great Diamond Partners, LLC |
3 |
Quaker Wealth Management, LLC |
3 |
Essex Financial Services, Inc. |
3 |
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
3 |
CBIZ Investment Advisory Services, LLC |
3 |
Carderock Capital Management Inc |
3 |
Transamerica Financial Advisors, Inc. |
3 |
Nuveen S&p 500 Dynamic Overwrite Fund |
3 |
Center for Financial Planning, Inc. |
3 |
Regent Peak Wealth Advisors LLC |
3 |
Wealth Quarterback LLC |
3 |
Archer Investment Corp |
3 |
PAX Financial Group, LLC |
3 |
Procyon Private Wealth Partners, LLC |
3 |
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
3 |
TIMOTHY PLAN - Timothy Strategic Variable |
3 |
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
3 |
North Point Portfolio Managers Corp/oh |
3 |
RMR Wealth Builders |
3 |
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
3 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
3 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
3 |
Tri-continental Corp |
3 |
Jaffetilchin Investment Partners, LLC |
3 |
F&C Asset Management plc |
3 |
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
3 |
Advisor Partners Llc |
3 |
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
3 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
3 |
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
3 |
Ziegler Capital Management, LLC |
3 |
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class |
3 |
Joel Isaacson & Co., LLC |
3 |
Bank Julius Baer & Co. Ltd, Zurich |
3 |
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
3 |
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
3 |
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund |
3 |
Bridgewater Associates, LP |
3 |
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
3 |
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
3 |
KIFAX - Forward Funds - Salient Select Income Fund Class A |
3 |
Dividend Asset Capital, Llc |
3 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
3 |
ArrowMark Colorado Holdings LLC |
3 |
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
3 |
VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C |
3 |
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
3 |
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
3 |
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
3 |
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
3 |
Winslow, Evans & Crocker, Inc. |
3 |
ZIG - ETF Series Solutions - The Acquirers Fund |
3 |
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
3 |
Rothschild Investment Corp /il |
3 |
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
3 |
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
3 |
Lombard Odier Asset Management (USA) Corp |
3 |
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
3 |
NSDVX - NORTHERN LIGHTS FUND TRUST II - North Star Dividend Fund Class I Shares |
3 |
Yorktown Management & Research Co Inc |
3 |
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
3 |
KAIIX - Ultimus Managers Trust - KARNER BLUE ANIMAL IMPACT FUND Institutional Class |
3 |
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
3 |
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
3 |
Coastline Trust Co |
3 |
RBB FUND, INC. - Adara Smaller Companies Fund |
3 |
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
3 |
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
3 |
Atlas Private Wealth Advisors |
3 |
Corbenic Partners LLC |
3 |
First Wilshire Securities Management Inc |
3 |
Pnc Funds |
3 |
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
3 |
Knight Capital Group, Inc. |
3 |
CFBUX - LORD ABBETT TRUST I - Lord Abbett Climate Focused Bond Fund Class R6 |
3 |
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
3 |
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
3 |
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
3 |
Agf Management Ltd |
3 |
Heartland Advisors Inc |
3 |
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
3 |
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
3 |
Jackson Creek Investment Advisors LLC |
3 |
Kestra Private Wealth Services, Llc |
3 |
TFC Financial Management |
3 |
Fort Washington Investment Advisors Inc /oh/ |
3 |
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
3 |
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF |
3 |
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
3 |
Diversified, LLC |
3 |
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
3 |
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
3 |
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
3 |
Ellsworth Advisors, LLC |
3 |
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
3 |
Charter Trust Co |
3 |
Kanaly Trust Co |
3 |
Pittenger & Anderson Inc |
3 |
Cannon Global Investment Management, LLC |
3 |
WealthTrust-Arizona, LLC |
3 |
Charter Oak Capital Management, LLC |
3 |
Reaves Utility Income Fund |
3 |
Mizuho Securities Usa Llc |
3 |
Personal Capital Advisors Corp |
3 |
Css Llc/il |
3 |
Calamos Global Dynamic Income Fund |
3 |
Kowal Investment Group, LLC |
3 |
Main Street Financial Solutions, LLC |
3 |
B. Metzler seel. Sohn & Co. Holding AG |
3 |
ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
3 |
Cnh Partners Llc |
3 |
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
3 |
Canvas Wealth Advisors, LLC |
3 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
3 |
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
3 |
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class |
3 |
Hennion & Walsh Asset Management, Inc. |
3 |
Sierra Capital LLC |
3 |
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
3 |
Sageworth Trust Co of South Dakota |
3 |
Green Alpha Advisors, LLC |
3 |
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
3 |
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
3 |
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
3 |
Brighton Jones Llc |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
3 |
Advisor Resource Council |
3 |
Ubs Oconnor Llc |
3 |
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
3 |
Claraphi Advisory Network, LLC |
3 |
Clarus Wealth Advisors |
3 |
Cushing Asset Management, Lp |
3 |
First Affirmative Financial Network |
3 |
U.S. Capital Wealth Advisors, LLC |
3 |
Arjuna Capital |
3 |
FourThought Financial, LLC |
3 |
Redwood Investment Management, Llc |
3 |
Alpine Woods Capital Investors, Llc |
3 |
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
3 |
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF |
3 |
BLACKROCK FUNDS - BlackRock Infrastructure Sustainable Opportunities Fund Investor A |
3 |
MainStay CBRE Global Infrastructure Megatrends Fund |
3 |
Alphasimplex Group, Llc |
3 |
Amplius Wealth Advisors, LLC |
3 |
Kiley Juergens Wealth Management, Llc |
3 |
Harfst & Associates, Inc. |
3 |
Retirement Planning Co of New England, Inc. |
3 |
Wealth Effects Llc |
3 |
Alan B. Lancz & Associates, Inc. |
3 |
Premia Global Advisors, Llc |
3 |
First Command Advisory Services, Inc. |
3 |
HoyleCohen, LLC |
3 |
Metis Global Partners, LLC |
3 |
Washington Trust Advisors, Inc. |
3 |
B. Metzler seel. Sohn & Co. AG |
3 |
Mbb Public Markets I Llc |
3 |
Solstein Capital, LLC |
3 |
Eagle Asset Management Inc |
3 |
Prime Capital Investment Advisors, LLC |
3 |
Ulland Investment Advisors, LLC |
3 |
CNB Bank |
3 |
Byrne Asset Management LLC |
3 |
Wasatch Advisors Inc |
3 |
First Interstate Bank |
3 |
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
3 |
Simplicity Wealth,LLC |
3 |
Nuveen Multi-Asset Income Fund |
3 |
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
3 |
Savant Capital, LLC |
3 |
McIlrath & Eck, LLC |
3 |
McKinley Carter Wealth Services, Inc. |
3 |
Mainstay Capital Management Llc /adv |
3 |
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF |
3 |
Atlas Capital Advisors Llc |
3 |
NZRO - Strategy Shares - Strategy Shares Halt Climate Change ETF |
3 |
Palisade Capital Management Llc/nj |
3 |
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
3 |
Gofen & Glossberg Llc /il/ |
3 |
Cyrus J. Lawrence, LLC |
3 |
High Net Worth Advisory Group LLC |
3 |
Elo Mutual Pension Insurance Co |
3 |
Hazlett, Burt & Watson, Inc. |
3 |
Elmwood Wealth Management, Inc. |
3 |
Beaird Harris Wealth Management, LLC |
3 |
First Mercantile Trust Co |
3 |
Integrated Wealth Concepts LLC |
3 |
FUKOKU MUTUAL LIFE INSURANCE Co |
3 |
Heritage Financial Services, LLC |
3 |
Mount Yale Investment Advisors, LLC |
3 |
Unigestion Holding SA |
3 |
Windsor Capital Management, LLC |
3 |
Hudock, Inc. |
3 |
New Harbor Financial Group, LLC |
3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
3 |
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares |
3 |
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
3 |
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
3 |
Coston, McIsaac & Partners |
3 |
FIXT - Procure ETF Trust II - Procure Disaster Recovery Strategy ETF |
3 |
Foundations Investment Advisors, LLC |
3 |
Wealthstar Advisors, Llc |
3 |
Johnson & White Wealth Management, LLC |
3 |
BLLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Infrastructure ETF |
3 |
Equitable Holdings, Inc. |
3 |
IWTR - iSHARES TRUST - iShares MSCI Water Management Multisector ETF |
3 |
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF |
3 |
VitalStone Financial, LLC |
3 |
Bell Rock Capital Llc |
3 |
First Midwest Bank Trust Division |
3 |
Glass Jacobson Investment Advisors llc |
3 |
Resources Management Corp /ct/ /adv |
3 |
Bleakley Financial Group, LLC |
3 |
Northstar Asset Management Inc |
3 |
Delta Investment Management, LLC |
3 |
Axq Capital, Lp |
3 |
Ellis Investment Partners, LLC |
3 |
Grey Fox Wealth Advisors, LLC |
3 |
Oak Hill Wealth Advisors, Llc |
3 |
Kula Investments, LLC |
3 |
Numerai GP LLC |
3 |
Readystate Asset Management Lp |
3 |
Highstreet Asset Management Inc. |
3 |
Grandview Asset Management LLC |
3 |
Ausbil Investment Management Ltd |
3 |
Cary Street Partner Investment Advisory Llc |
3 |
Ruedi Wealth Management, Inc. |
3 |
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class |
3 |
Personal Wealth Partners |
3 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
3 |
STXK - EA Series Trust - Strive Small-Cap ETF |
3 |
Hexavest Inc. |
3 |
Stratos Wealth Advisors, LLC |
3 |
Arabesque Asset Management Ltd |
3 |
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
3 |
Ci Investments Inc. |
3 |
25 Llc |
3 |
Aptus Capital Advisors, LLC |
3 |
Tucker Asset Management Llc |
3 |
PFG Investments, LLC |
3 |
Townsquare Capital Llc |
3 |
Imprint Wealth LLC |
3 |
SWAN Capital LLC |
3 |
Apollon Wealth Management, LLC |
3 |
Zions Bancorporation, N.A. |
3 |
Empower Advisory Group, LLC |
3 |
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares |
3 |
Magnus Financial Group LLC |
3 |
Atomi Financial Group, Inc. |
3 |
Manatuck Hill Partners, LLC |
3 |
Neo Ivy Capital Management |
3 |
Kingswood Wealth Advisors, Llc |
3 |
Alyeska Investment Group, L.P. |
3 |
O'Shares Investment Advisers, LLC |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
3 |
Strategic Blueprint, LLC |
3 |
VisionPoint Advisory Group, LLC |
3 |
Yaupon Capital Management LP |
3 |
Nbc Securities, Inc. |
3 |
Envestnet Portfolio Solutions, Inc. |
3 |
Vident Advisory, LLC |
3 |
Aspire Private Capital, LLC |
3 |
Winch Advisory Services, LLC |
3 |
Mid Atlantic Financial Management Inc/adv |
3 |
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF |
3 |
Anchor Investment Management, LLC |
3 |
Surevest, LLC |
3 |
Orrstown Financial Services Inc |
3 |
Custom Index Systems, Llc |
3 |
Kore Private Wealth LLC |
3 |
Great Valley Advisor Group, Inc. |
3 |
Prestige Wealth Management Group LLC |
3 |
Adirondack Trust Co |
3 |
Plato Investment Management Ltd |
3 |
Susquehanna Portfolio Strategies, LLC |
3 |
Horizon Kinetics Asset Management Llc |
3 |
Foster Dykema Cabot & Partners, Llc |
3 |
Stewart & Patten Co Llc |
3 |
Entropy Technologies, LP |
3 |
Delta Asset Management Llc/tn |
3 |
Weaver Consulting Group |
3 |
Alpha Windward Llc |
3 |
Fruth Investment Management |
3 |
Chevy Chase Trust Holdings, Inc. |
3 |
KNGS - Roundhill ETF Trust - Roundhill S&P Dividend Monarchs ETF |
3 |
Spirit Of America Management Corp/ny |
3 |
Principle Wealth Partners Llc |
3 |
TCF National Bank |
3 |
Kapitalo Investimentos Ltda |
3 |
WealthCollab, LLC |
3 |
Blackrock Ecosolutions Investment Trust |
3 |
Triad Wealth Partners, LLC |
3 |
CCMG - EA Series Trust - CCM Global Equity ETF |
3 |
Wetherby Asset Management Inc |
3 |
Douglass Winthrop Advisors, LLC |
3 |
Hilltop National Bank |
3 |
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
3 |
First Financial Corp /in/ |
3 |
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
3 |
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A |
3 |
GLENMEDE FUND INC - Alternative Risk Premia Portfolio |
3 |
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
3 |
Fisher Asset Management, LLC |
3 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
3 |
Dalton Greiner Hartman Maher & Co |
3 |
Brown, Lisle/cummings, Inc. |
3 |
BTG Pactual Asset Management US LLC |
3 |
First PREMIER Bank |
3 |
Northwest & Ethical Investments L.P. |
3 |
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A |
3 |
Hirtle Callaghan & Co LLC |
3 |
Highline Wealth Partners Llc |
3 |
Quantitative Investment Management, LLC |
3 |
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF |
3 |
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB |
3 |
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
3 |
Avanza Fonder AB |
3 |
Lenox Wealth Advisors, LLC |
3 |
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
3 |
Asset Planning,Inc |
3 |
Gwn Securities Inc. |
3 |
Jain Global LLC |
3 |
West Oak Capital, LLC |
3 |
Kiker Wealth Management, LLC |
3 |
Millstone Evans Group, LLC |
3 |
WealthTrak Capital Management LLC |
3 |
Kistler-Tiffany Companies, LLC |
3 |
Rossby Financial, LCC |
3 |
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
3 |
Park National Corp /oh/ |
3 |
PharVision Advisers, LLC |
3 |
Toth Financial Advisory Corp |
3 |
Modera Wealth Management, LLC |
3 |
Putney Financial Group LLC |
3 |
Old National Bancorp /in/ |
3 |
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
3 |
Balentine LLC |
3 |
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
3 |
Tealwood Asset Management Inc |
3 |
Geneva Advisors, LLC |
3 |
EagleClaw Capital Managment, LLC |
3 |
Nwam Llc |
3 |
Emory University |
3 |
ETRADE Capital Management LLC |
3 |
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
3 |
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
3 |
ACG Wealth |
3 |
CAPROCK Group, Inc. |
3 |
Pacer Advisors, Inc. |
3 |
Cedar Hill Associates, Llc |
3 |
Bartlett & Co. LLC |
3 |
Advisory Alpha, LLC |
3 |
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
3 |
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
3 |
American National Insurance Co /tx/ |
3 |
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
3 |
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
3 |
Cantor Fitzgerald, L. P. |
3 |
Argent Trust Co |
3 |
Massachusetts Financial Services Co /ma/ |
3 |
Kingfisher Capital LLC |
3 |
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF |
3 |
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
3 |
Picton Mahoney Asset Management |
3 |
Bremer Trust National Association |
3 |
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
3 |
Barings Llc |
3 |
First Citizens Bank & Trust Co |
3 |
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA |
3 |
Ledyard National Bank |
3 |
Candriam Luxembourg S.C.A. |
3 |
Pennsylvania Trust Co |
3 |
Integrated Wealth Management |
3 |
Confluence Investment Management Llc |
3 |
Searle & Co. |
3 |
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A |
3 |
Diversified Trust Co |
3 |
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
3 |
Halbert Hargrove Global Advisors, Llc |
3 |
HighPoint Advisor Group LLC |
3 |
Hendershot Investments Inc. |
3 |
Bellecapital International Ltd. |
3 |
TSP Capital Management Group, LLC |
3 |
RWC Asset Management LLP |
3 |
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
3 |
Cramer Rosenthal Mcglynn Llc |
3 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
3 |
HAP Trading, LLC |
3 |
Liberty Mutual Group Asset Management Inc. |
3 |
Piermont Capital Management LLC |
3 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class |
3 |
Crestwood Advisors Group LLC |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class |
3 |
Perigon Wealth Management, LLC |
3 |
Chemical Bank |
3 |
Apriem Advisors |
3 |
Gupta Wealth Management LLC |
3 |
Usa Mutuals Advisors, Inc. |
3 |
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
3 |
Fernwood Investment Management, LLC |
3 |
Capital Analysts, Inc. |
3 |
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
3 |
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class |
3 |
Wbi Investments, Inc. |
3 |
Concert Wealth Management Inc. |
3 |
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
3 |
Hoxton Financial, Inc. |
3 |
Boston Private Bank & Trust Co |
3 |
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
3 |
Haberer Registered Investment Advisor Inc |
3 |
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
3 |
Vanguard Whitehall Funds |
3 |
Harel Insurance Investments & Financial Services Ltd. |
3 |
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
3 |
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
3 |
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
3 |
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
3 |
Kleinwort Benson Investors Dublin Ltd |
3 |
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
3 |
Jefferies Financial Group Inc. |
3 |
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
3 |
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
3 |
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
3 |
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
3 |
Horizon Investment Services, LLC |
3 |
Virginia Retirement System |
3 |
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
3 |