Morgan Stanley |
53 |
Jpmorgan Chase & Co |
52 |
Citigroup Inc |
52 |
Deutsche Bank Ag\ |
51 |
Credit Suisse Ag/ |
51 |
Proequities, Inc. |
51 |
Barclays Plc |
49 |
Bank Of America Corp /de/ |
49 |
Wells Fargo & Company/mn |
49 |
Royal Bank Of Canada |
48 |
Goldman Sachs Group Inc |
48 |
UBS Group AG |
48 |
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
47 |
Citadel Advisors Llc |
46 |
Vanguard Group Inc |
46 |
Susquehanna International Group, Llp |
46 |
Fmr Llc |
46 |
State Street Corp |
46 |
Bank of New York Mellon Corp |
45 |
BlackRock, Inc. |
43 |
Geode Capital Management, Llc |
41 |
Advisor Group Holdings, Inc. |
41 |
Millennium Management Llc |
40 |
Jane Street Group, Llc |
40 |
Tower Research Capital LLC (TRC) |
40 |
Pnc Financial Services Group, Inc. |
40 |
Northern Trust Corp |
39 |
New York State Common Retirement Fund |
38 |
Price T Rowe Associates Inc /md/ |
38 |
Renaissance Technologies Llc |
38 |
Verition Fund Management LLC |
37 |
Invesco Ltd. |
37 |
Manufacturers Life Insurance Company, The |
37 |
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
37 |
American International Group, Inc. |
36 |
Simplex Trading, Llc |
36 |
Charles Schwab Investment Management Inc |
36 |
Prelude Capital Management, Llc |
35 |
Ameriprise Financial Inc |
35 |
SG Americas Securities, LLC |
35 |
Nuveen Asset Management, LLC |
35 |
Bank Of Montreal /can/ |
35 |
Strs Ohio |
35 |
Bnp Paribas Arbitrage, Sa |
34 |
D. E. Shaw & Co., Inc. |
34 |
Dimensional Fund Advisors Lp |
34 |
Squarepoint Ops LLC |
34 |
Parametric Portfolio Associates Llc |
33 |
California State Teachers Retirement System |
33 |
Federated Hermes, Inc. |
33 |
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
33 |
Creative Planning |
33 |
Victory Capital Management Inc |
33 |
Group One Trading, L.p. |
32 |
Legal & General Group Plc |
32 |
Tudor Investment Corp Et Al |
32 |
Franklin Resources Inc |
32 |
Amalgamated Bank |
32 |
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
32 |
Aqr Capital Management Llc |
32 |
Virtu Financial LLC |
31 |
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
31 |
IFP Advisors, Inc |
31 |
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
31 |
Ameritas Investment Partners, Inc. |
31 |
Jefferies Group LLC |
31 |
Two Sigma Investments, Lp |
30 |
Voya Investment Management Llc |
30 |
Walleye Capital LLC |
30 |
Alliancebernstein L.p. |
30 |
Balyasny Asset Management Llc |
30 |
Point72 Asset Management, L.P. |
30 |
Marshall Wace, Llp |
30 |
Cubist Systematic Strategies, LLC |
30 |
Captrust Financial Advisors |
30 |
Alyeska Investment Group, L.P. |
30 |
Russell Investments Group, Ltd. |
30 |
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
30 |
Rhumbline Advisers |
30 |
Qube Research & Technologies Ltd |
29 |
Panagora Asset Management Inc |
29 |
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
29 |
Metropolitan Life Insurance Co/ny |
29 |
Ubs Asset Management Americas Inc |
29 |
Raymond James & Associates |
29 |
Sei Investments Co |
29 |
ExodusPoint Capital Management, LP |
29 |
Gsa Capital Partners Llp |
29 |
Hrt Financial Lp |
28 |
Two Sigma Securities, Llc |
28 |
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
28 |
Acadian Asset Management Llc |
28 |
Schonfeld Strategic Advisors LLC |
28 |
MetLife Investment Management, LLC |
28 |
Principal Financial Group Inc |
28 |
Nomura Holdings Inc |
28 |
Two Sigma Advisers, Lp |
28 |
Cwm, Llc |
28 |
ProShare Advisors LLC |
28 |
Ladenburg Thalmann Financial Services Inc |
28 |
Northwestern Mutual Wealth Management Co |
28 |
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
28 |
Pura Vida Investments, Llc |
28 |
Us Bancorp \de\ |
28 |
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
27 |
Ergoteles LLC |
27 |
Lord, Abbett & Co. Llc |
27 |
Prudential Financial Inc |
27 |
Boothbay Fund Management, Llc |
27 |
Jacobs Levy Equity Management, Inc |
27 |
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
27 |
XTX Topco Ltd |
27 |
State Board Of Administration Of Florida Retirement System |
27 |
Lazard Asset Management Llc |
27 |
Allianz Asset Management GmbH |
27 |
Wolverine Asset Management Llc |
27 |
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
27 |
Amalgamated Financial Corp. |
27 |
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
26 |
Nisa Investment Advisors, Llc |
26 |
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
26 |
Walleye Trading LLC |
26 |
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
26 |
HighTower Advisors, LLC |
26 |
Macquarie Group Ltd |
26 |
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
26 |
Mirae Asset Global Investments Co., Ltd. |
26 |
California Public Employees Retirement System |
26 |
Paloma Partners Management Co |
26 |
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
26 |
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
26 |
Stifel Financial Corp |
25 |
Rockefeller Capital Management L.P. |
25 |
Quantbot Technologies LP |
25 |
Jump Financial, LLC |
25 |
Zurcher Kantonalbank (Zurich Cantonalbank) |
25 |
Man Group plc |
25 |
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
25 |
Point72 Hong Kong Ltd |
25 |
BlackRock Fund Advisors |
25 |
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
25 |
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
25 |
Norges Bank |
25 |
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
25 |
American Century Companies Inc |
25 |
Allspring Global Investments Holdings, LLC |
25 |
Candriam Luxembourg S.C.A. |
25 |
Ellevest, Inc. |
24 |
Quadrant Capital Group Llc |
24 |
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
24 |
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
24 |
Engineers Gate Manager LP |
24 |
Dynamic Technology Lab Private Ltd |
24 |
Trexquant Investment LP |
24 |
Cutler Group LP |
24 |
Advisor Group, Inc. |
24 |
TCI Wealth Advisors, Inc. |
24 |
Janus Henderson Group Plc |
24 |
Marshall Wace North America L.P. |
24 |
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
24 |
Bridgeway Capital Management Inc |
24 |
Perceptive Advisors Llc |
24 |
M&t Bank Corp |
24 |
Fred Alger Management, Llc |
24 |
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
24 |
PDT Partners, LLC |
24 |
Wellington Management Group Llp |
24 |
First Trust Advisors Lp |
23 |
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
23 |
Parallel Advisors, LLC |
23 |
Envestnet Asset Management Inc |
23 |
Y-Intercept (Hong Kong) Ltd |
23 |
Steward Partners Investment Advisory, Llc |
23 |
A.R.T. Advisors, LLC |
23 |
LMR Partners LLP |
23 |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
23 |
Wolverine Trading, Llc |
23 |
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
23 |
Jennison Associates Llc |
23 |
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
23 |
SBI Securities Co., Ltd. |
23 |
Alpine Global Management, LLC |
23 |
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
23 |
Massmutual Trust Co Fsb/adv |
23 |
Bessemer Group Inc |
23 |
Allworth Financial LP |
23 |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
22 |
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
22 |
Connor, Clark & Lunn Investment Management Ltd. |
22 |
Kcg Holdings, Inc. |
22 |
Daiwa Securities Group Inc. |
22 |
Nicholas Investment Partners, LP |
22 |
Comerica Bank |
22 |
Css Llc/il |
22 |
Covestor Ltd |
22 |
Ronald Blue Trust, Inc. |
22 |
Oxford Asset Management Llp |
22 |
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
22 |
Private Advisor Group, LLC |
22 |
IWV - iSHARES TRUST - iShares Russell 3000 ETF |
22 |
Advisory Services Network, LLC |
22 |
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
22 |
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
22 |
Hsbc Holdings Plc |
22 |
Signaturefd, Llc |
22 |
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
22 |
EverSource Wealth Advisors, LLC |
22 |
State Of Wisconsin Investment Board |
22 |
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
22 |
KBC Group NV |
21 |
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
21 |
Algert Global Llc |
21 |
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
21 |
Ubs Ag |
21 |
Guggenheim Capital Llc |
21 |
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
21 |
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
21 |
Capstone Investment Advisors, Llc |
21 |
BlueCrest Capital Management Ltd |
21 |
Fifth Third Bancorp |
21 |
Canada Pension Plan Investment Board |
21 |
Capital Advisors, Ltd. LLC |
21 |
Point72 Middle East FZE |
21 |
BlackRock Investment Management, LLC |
21 |
Polar Asset Management Partners Inc. |
21 |
Mariner, LLC |
21 |
Public Employees Retirement System Of Ohio |
21 |
Guggenheim Active Allocation Fund |
21 |
Laurion Capital Management LP |
21 |
Glassman Wealth Services |
21 |
LPL Financial LLC |
21 |
American Portfolios Advisors |
21 |
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
21 |
Putnam Investments Llc |
20 |
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
20 |
Centiva Capital, LP |
20 |
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
20 |
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
20 |
Swiss National Bank |
20 |
Highbridge Capital Management Llc |
20 |
Sterling Capital Management LLC |
20 |
Healthcare Of Ontario Pension Plan Trust Fund |
20 |
Glenmede Trust Co Na |
20 |
First Horizon Advisors, Inc. |
20 |
Neuberger Berman Group LLC |
20 |
Teacher Retirement System Of Texas |
20 |
Arrowstreet Capital, Limited Partnership |
20 |
Natixis |
20 |
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
20 |
Truist Financial Corp |
20 |
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
20 |
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
20 |
Magnetar Financial LLC |
20 |
Ground Swell Capital, LLC |
20 |
GWM Advisors LLC |
20 |
Cinctive Capital Management LP |
20 |
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
20 |
Dark Forest Capital Management Lp |
20 |
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
20 |
BlackRock Institutional Trust Company, N.A. |
20 |
First Republic Investment Management, Inc. |
20 |
Maven Securities LTD |
20 |
Axa S.a. |
20 |
Sowell Financial Services LLC |
19 |
Mackenzie Financial Corp |
19 |
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
19 |
Adage Capital Partners Gp, L.l.c. |
19 |
Assetmark, Inc |
19 |
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
19 |
Federation des caisses Desjardins du Quebec |
19 |
National Asset Management, Inc. |
19 |
Credit Agricole S A |
19 |
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
19 |
Coldstream Capital Management Inc |
19 |
State of Wyoming |
19 |
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
19 |
Graham Capital Management, L.P. |
19 |
Los Angeles Capital Management Llc |
19 |
MetLife Securities, Inc |
19 |
Huntington National Bank |
19 |
Schroder Investment Management Group |
19 |
Raymond James Financial Services Advisors, Inc. |
19 |
Dupont Capital Management Corp |
19 |
Eaton Vance Management |
19 |
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
19 |
BlackRock Advisors LLC |
19 |
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
19 |
Farther Finance Advisors, LLC |
19 |
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
19 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
19 |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
19 |
Pictet Asset Management Ltd |
19 |
Great West Life Assurance Co /can/ |
19 |
Lindbrook Capital, Llc |
19 |
Vanguard Index Funds |
19 |
Janney Montgomery Scott LLC |
19 |
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
19 |
DekaBank Deutsche Girozentrale |
19 |
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
19 |
Parallax Volatility Advisers, L.P. |
19 |
Td Asset Management Inc |
19 |
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
19 |
Voloridge Investment Management, Llc |
19 |
Clearbridge Investments, LLC |
18 |
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
18 |
Cambridge Investment Research Advisors, Inc. |
18 |
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
18 |
Sonora Investment Management, LLC |
18 |
Brinker Capital Investments, LLC |
18 |
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
18 |
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
18 |
JustInvest LLC |
18 |
Belpointe Asset Management LLC |
18 |
Aquatic Capital Management LLC |
18 |
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
18 |
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
18 |
Jones Financial Companies Lllp |
18 |
Pacer Advisors, Inc. |
18 |
Profunds - Profund Vp Ultrasmall-cap |
18 |
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
18 |
Profunds - Profund Vp Small-cap |
18 |
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
18 |
Rtw Investments, Lp |
18 |
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
18 |
Russell Frank Co/ |
18 |
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
18 |
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
18 |
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
18 |
O'shaughnessy Asset Management, Llc |
18 |
Gotham Asset Management, LLC |
18 |
MUFG Americas Holdings Corp |
18 |
Weiss Asset Management LP |
18 |
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
18 |
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
18 |
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
18 |
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
18 |
Amundi Pioneer Asset Management Inc |
18 |
IWM - iSHARES TRUST - iShares Russell 2000 ETF |
18 |
Humankind Benefit Corp - Humankind US Stock ETF |
18 |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
18 |
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
18 |
HAP Trading, LLC |
18 |
Deerfield Management Company, L.p. (series C) |
18 |
NSIDX - Northern Funds - Northern Small Cap Index Fund |
18 |
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
18 |
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
18 |
Aigen Investment Management, Lp |
18 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
18 |
Raymond James Financial Inc |
18 |
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares |
18 |
Susquehanna Fundamental Investments, Llc |
18 |
Meeder Asset Management Inc |
18 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
18 |
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
18 |
Arizona State Retirement System |
18 |
Suntrust Banks Inc |
18 |
Weiss Multi-Strategy Advisers LLC |
18 |
GAMMA Investing LLC |
18 |
Thrivent Financial For Lutherans |
18 |
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
18 |
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
18 |
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
18 |
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
18 |
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
18 |
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
18 |
Blair William & Co/il |
18 |
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
18 |
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
18 |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
17 |
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
17 |
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
17 |
Ensign Peak Advisors, Inc |
17 |
Public Employees Retirement Association Of Colorado |
17 |
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
17 |
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
17 |
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
17 |
National Bank Of Canada /fi/ |
17 |
Handelsbanken Fonder AB |
17 |
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
17 |
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
17 |
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
17 |
True Wealth Design, LLC |
17 |
Corebridge Financial, Inc. |
17 |
John Hancock Funds II - Health Sciences Fund Class NAV |
17 |
Commonwealth Equity Services, Llc |
17 |
Jefferies Financial Group Inc. |
17 |
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
17 |
Skandinaviska Enskilda Banken AB (publ) |
17 |
Loomis Sayles & Co L P |
17 |
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
17 |
AdvisorNet Financial, Inc |
17 |
Quadrature Capital Ltd |
17 |
Weiss Strategic Interval Fund |
17 |
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
17 |
VCSLX - VALIC Co I - Small Cap Index Fund |
17 |
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
17 |
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
17 |
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
17 |
Tiaa Cref Investment Management Llc |
17 |
United Capital Financial Advisers, Llc |
17 |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
17 |
Teachers Advisors, Llc |
17 |
Point72 (DIFC) Ltd |
17 |
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
17 |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
17 |
Caas Capital Management Lp |
17 |
Stephens Inc /ar/ |
17 |
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
17 |
SRS Capital Advisors, Inc. |
17 |
ClariVest Asset Management LLC |
17 |
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
17 |
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
17 |
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
17 |
SLPIX - Profunds - Small-cap Profund Investor Class |
17 |
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
17 |
Essex Investment Management Co Llc |
17 |
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
17 |
Cnh Partners Llc |
17 |
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
17 |
BlackRock Group LTD |
17 |
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
17 |
IBB - iSHARES TRUST - iShares Nasdaq Biotechnology ETF |
17 |
Intech Investment Management Llc |
17 |
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
17 |
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
17 |
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
17 |
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV |
17 |
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
17 |
Aperio Group, LLC |
17 |
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB |
17 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
17 |
Toronto Dominion Bank |
17 |
Quantitative Systematic Strategies LLC |
17 |
Fox Run Management, L.l.c. |
17 |
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
17 |
Mercer Global Advisors Inc /adv |
17 |
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
17 |
Nuveen, LLC |
17 |
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
17 |
Massachusetts Financial Services Co /ma/ |
17 |
Spark Investment Management LLC |
17 |
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
17 |
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
16 |
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
16 |
Rothschild Investment Llc |
16 |
Gabelli Funds Llc |
16 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
16 |
Managed Account Advisors Llc |
16 |
CIBC Private Wealth Group, LLC |
16 |
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio |
16 |
Nordea Investment Management Ab |
16 |
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
16 |
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
16 |
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
16 |
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
16 |
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
16 |
PENN SERIES FUNDS INC - Small Cap Index Fund |
16 |
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
16 |
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc. |
16 |
Occudo Quantitative Strategies Lp |
16 |
Calamos Advisors LLC |
16 |
NEXT Financial Group, Inc |
16 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
16 |
CIBC Asset Management Inc |
16 |
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
16 |
BTEC - Principal Exchange-Traded Funds - Principal Healthcare Innovators Index ETF |
16 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
16 |
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
16 |
Mackay Shields Llc |
16 |
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
16 |
Capital Fund Management S.a. |
16 |
Concord Wealth Partners |
16 |
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
16 |
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF |
16 |
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
16 |
Emerald Acquisition Ltd. |
16 |
NOSGX - Northern Funds - Northern Small Cap Value Fund |
16 |
BlackRock Health Sciences Trust II |
16 |
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
16 |
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
16 |
Globeflex Capital L P |
16 |
IWC - iSHARES TRUST - iShares Micro-Cap ETF |
16 |
Bogart Wealth, LLC |
16 |
Hartland & Co., LLC |
16 |
State of Tennessee, Treasury Department |
16 |
Spire Wealth Management |
16 |
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
16 |
Brown Advisory Inc |
16 |
Valeo Financial Advisors, LLC |
16 |
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) |
16 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
16 |
Keybank National Association/oh |
16 |
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
16 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
16 |
Granahan Investment Management Inc/ma |
16 |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
16 |
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
16 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
16 |
Nomura Asset Management Co Ltd |
16 |
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
16 |
Larson Financial Group LLC |
16 |
First Mercantile Trust Co |
16 |
Caption Management, LLC |
16 |
Cibc World Markets Corp |
16 |
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
16 |
Bank Of Nova Scotia |
16 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
16 |
Bank Julius Baer & Co. Ltd, Zurich |
16 |
PEAK6 Investments LLC |
16 |
Old Mission Capital Llc |
16 |
Winton Capital Group Ltd |
16 |
Harbour Investments, Inc. |
16 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
16 |
Teachers Retirement System Of The State Of Kentucky |
16 |
Nationwide Fund Advisors |
16 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
16 |
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
15 |
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A |
15 |
Driehaus Capital Management Llc |
15 |
Tcwp Llc |
15 |
D.a. Davidson & Co. |
15 |
Bayesian Capital Management, LP |
15 |
Vident Investment Advisory, LLC |
15 |
GAM Holding AG |
15 |
Caxton Associates Lp |
15 |
Shell Asset Management Co |
15 |
Aviva Plc |
15 |
PEAK6 Investments, L.P. |
15 |
FIL Ltd |
15 |
Mutual Of America Capital Management Llc |
15 |
Kestra Advisory Services, LLC |
15 |
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
15 |
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
15 |
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
15 |
Lombard Odier Asset Management (USA) Corp |
15 |
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
15 |
Asset Management One Co., Ltd. |
15 |
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
15 |
Ancora Advisors, LLC |
15 |
Geneos Wealth Management Inc. |
15 |
Police & Firemen's Retirement System of New Jersey |
15 |
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
15 |
Prospera Financial Services Inc |
15 |
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
15 |
QS Investors, LLC |
15 |
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
15 |
Public Sector Pension Investment Board |
15 |
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
15 |
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
15 |
Compagnie Lombard Odier SCmA |
15 |
Profund Advisors Llc |
15 |
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
15 |
Orbimed Advisors Llc |
15 |
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
15 |
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
15 |
Cerity Partners LLC |
15 |
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
15 |
Natixis Advisors, L.p. |
15 |
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
15 |
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
15 |
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
15 |
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
15 |
Sectoral Asset Management Inc |
15 |
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
15 |
Monashee Investment Management LLC |
15 |
Sawtooth Solutions, LLC |
15 |
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
15 |
PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
15 |
NumerixS Investment Technologies Inc |
15 |
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
15 |
Cetera Advisor Networks LLC |
15 |
OMERS ADMINISTRATION Corp |
15 |
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
15 |
Acrospire Investment Management LLC |
15 |
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
15 |
CI Private Wealth, LLC |
15 |
Woodline Partners LP |
15 |
Parkside Financial Bank & Trust |
15 |
Royce & Associates Lp |
15 |
Fuller & Thaler Asset Management, Inc. |
15 |
Palisade Capital Management Llc/nj |
15 |
FineMark National Bank & Trust |
15 |
Visium Asset Management, LP |
15 |
FNY Investment Advisers, LLC |
15 |
Penserra Capital Management LLC |
15 |
United Services Automobile Association |
15 |
Lombard Odier Asset Management (Switzerland) SA |
15 |
Hantz Financial Services, Inc. |
15 |
Principal Funds Inc |
14 |
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
14 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
14 |
CENTRAL TRUST Co |
14 |
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
14 |
Benjamin F. Edwards & Company, Inc. |
14 |
Oregon Public Employees Retirement Fund |
14 |
Money Concepts Capital Corp |
14 |
Alberta Investment Management Corp |
14 |
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
14 |
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
14 |
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
14 |
Vontobel Holding Ltd. |
14 |
Global Retirement Partners, LLC |
14 |
Hanseatic Management Services Inc |
14 |
Landscape Capital Management, L.l.c. |
14 |
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
14 |
Van Eck Associates Corp |
14 |
Atom Investors LP |
14 |
MAI Capital Management |
14 |
Plante Moran Financial Advisors, LLC |
14 |
Kennedy Capital Management, Inc. |
14 |
Campbell & CO Investment Adviser LLC |
14 |
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
14 |
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
14 |
Whittier Trust Co |
14 |
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
14 |
AMP Capital Investors Ltd |
14 |
Bell Investment Advisors, Inc |
14 |
Principal Securities, Inc. |
14 |
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
14 |
Moore Capital Management, Lp |
14 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
14 |
Catalyst Capital Advisors LLC |
14 |
Piedmont Investment Advisors Llc |
14 |
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
14 |
Rialto Wealth Management, LLC |
14 |
Blueshift Asset Management, LLC |
14 |
Advisors Asset Management, Inc. |
14 |
Wealthcare Advisory Partners LLC |
14 |
Assenagon Asset Management S.A. |
14 |
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
14 |
Bellevue Group AG |
14 |
Amundi |
14 |
Gemmer Asset Management LLC |
14 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
14 |
Artisan Partners Limited Partnership |
14 |
Evoke Wealth, Llc |
14 |
Eagle Asset Management Inc |
14 |
Versor Investments LP |
14 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
14 |
State of New Jersey Common Pension Fund D |
14 |
Klp Kapitalforvaltning As |
14 |
Ellington Management Group Llc |
14 |
Bogle Investment Management L P /de/ |
14 |
Versant Capital Management, Inc |
14 |
Ubs Oconnor Llc |
14 |
Brevan Howard Capital Management LP |
14 |
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
14 |
Seven Eight Capital, Lp |
14 |
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
14 |
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
14 |
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
14 |
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
14 |
Cetera Investment Advisers |
14 |
Baillie Gifford & Co |
14 |
1832 Asset Management L.P. |
14 |
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
14 |
Oppenheimer Funds Inc |
14 |
Gradient Investments LLC |
14 |
Point72 Asia (Singapore) Pte. Ltd. |
14 |
Exchange Traded Concepts, Llc |
14 |
Virginia Retirement Systems Et Al |
14 |
BlackRock ETF Trust - BlackRock Future Health ETF |
14 |
First Manhattan Co |
14 |
Polar Capital LLP |
14 |
Petrus Trust Company, LTA |
14 |
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
14 |
Davidson Kempner Capital Management Lp |
14 |
First Quadrant L P/ca |
14 |
Clear Street Markets Llc |
14 |
CoreCap Advisors, LLC |
14 |
Baird Financial Group, Inc. |
14 |
Caitong International Asset Management Co., Ltd |
14 |
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
14 |
Airain ltd |
14 |
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
14 |
Westwood Holdings Group Inc |
14 |
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
14 |
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
14 |
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A |
14 |
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
14 |
Smartleaf Asset Management LLC |
14 |
Regions Financial Corp |
14 |
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
14 |
Skopos Labs, Inc. |
14 |
Quest Partners LLC |
14 |
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
14 |
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
14 |
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
13 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
13 |
Echo Street Capital Management LLC |
13 |
Capital Performance Advisors Llp |
13 |
Quantitative Investment Management, LLC |
13 |
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
13 |
Pictet Asset Management Sa |
13 |
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
13 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
13 |
Stratos Wealth Partners, LTD. |
13 |
Rehmann Capital Advisory Group |
13 |
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF |
13 |
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
13 |
Twin Tree Management, LP |
13 |
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
13 |
Pathstone Holdings, LLC |
13 |
Numeric Investors Llc |
13 |
Highland Capital Management Fund Advisors, L.p. |
13 |
Zacks Investment Management |
13 |
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
13 |
State Farm Mutual Fund Trust |
13 |
State Farm Variable Product Trust |
13 |
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
13 |
Commerce Bank |
13 |
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
13 |
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
13 |
Activest Wealth Management |
13 |
Jfs Wealth Advisors, Llc |
13 |
Newbridge Financial Services Group, Inc. |
13 |
FORA Capital, LLC |
13 |
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
13 |
Harbor Investment Advisory, Llc |
13 |
Migdal Insurance & Financial Holdings Ltd. |
13 |
Pathstone Family Office, Llc |
13 |
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
13 |
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
13 |
PineBridge Investments, L.P. |
13 |
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
13 |
Stevens Capital Management Lp |
13 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
13 |
New York State Teachers Retirement System |
13 |
China Universal Asset Management Co., Ltd. |
13 |
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
13 |
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
13 |
Fortitude Family Office, LLC |
13 |
Quantinno Capital Management LP |
13 |
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
13 |
FourThought Financial, LLC |
13 |
Gamco Investors, Inc. Et Al |
13 |
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
13 |
Vanguard World Fund |
13 |
Cresset Asset Management, LLC |
13 |
Twinbeech Capital Lp |
13 |
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
13 |
Private Trust Co Na |
13 |
Legato Capital Management LLC |
13 |
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
13 |
TD Waterhouse Canada Inc. |
13 |
Balentine LLC |
13 |
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A |
13 |
State Of Michigan Retirement System |
13 |
Ethic Inc. |
13 |
WealthTrak Capital Management LLC |
13 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
13 |
Ieq Capital, Llc |
13 |
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
13 |
International Assets Investment Management, Llc |
13 |
Boston Private Wealth Llc |
13 |
First Hawaiian Bank |
13 |
Orion Portfolio Solutions, LLC |
13 |
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
13 |
Xponance, Inc. |
13 |
Quantamental Technologies LLC |
13 |
Fisher Asset Management, LLC |
13 |
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
13 |
Rafferty Asset Management, LLC |
13 |
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
13 |
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
13 |
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
13 |
Cadence Capital Management Llc |
13 |
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
13 |
Umb Bank N A/mo |
13 |
Blue Water Life Science Advisors, LLC |
13 |
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
13 |
Hexagon Capital Partners LLC |
13 |
FDx Advisors, Inc. |
13 |
Spot Trading L.L.C |
13 |
Tfs Capital Llc |
13 |
TFC Financial Management |
13 |
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
13 |
NN Investment Partners Holdings N.V. |
13 |
Brookfield Asset Management Inc. |
13 |
Tarbox Family Office, Inc. |
13 |
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
13 |
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares |
13 |
Oppenheimer & Co Inc |
13 |
T. Rowe Price Investment Management, Inc. |
13 |
Pinz Capital Management, LP |
13 |
GW&K Investment Management, LLC |
13 |
EAM Investors, LLC |
13 |
Nine Chapters Capital Management LLC |
13 |
Caisse De Depot Et Placement Du Quebec |
13 |
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
13 |
Sumitomo Mitsui Trust Holdings, Inc. |
13 |
RidgeWorth Capital Management LLC |
13 |
Bamco Inc /ny/ |
13 |
Cornerstone Capital Management Holdings Llc. |
13 |
Tocqueville Asset Management L.p. |
13 |
Advent Capital Management /de/ |
13 |
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
13 |
Sherbrooke Park Advisers Llc |
13 |
SOUTH STATE Corp |
13 |
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
13 |
Headlands Technologies LLC |
13 |
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
13 |
CIBC World Markets Inc. |
13 |
Thompson Davis & Co., Inc. |
13 |
Harel Insurance Investments & Financial Services Ltd. |
13 |
Ameritas Investment Corp |
13 |
Capula Management Ltd |
13 |
Hudson Bay Capital Management LP |
13 |
Berman Capital Advisors, LLC |
13 |
Quarry LP |
13 |
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
13 |
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
13 |
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
13 |
Levin Capital Strategies, L.p. |
13 |
Wealth Enhancement Advisory Services, Llc |
13 |
Cowen And Company, Llc |
13 |
HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF |
12 |
Deere & Co |
12 |
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
12 |
Robeco Institutional Asset Management B.V. |
12 |
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
12 |
Wealthspire Advisors, L.P. |
12 |
Armistice Capital, Llc |
12 |
Prudential Plc |
12 |
Retirement Systems of Alabama |
12 |
Kestra Private Wealth Services, Llc |
12 |
EverPoint Asset Management, LLC |
12 |
Endurant Capital Management LP |
12 |
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
12 |
Mirabella Financial Services Llp |
12 |
GeoWealth Management, LLC |
12 |
FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio |
12 |
Sofos Investments, Inc. |
12 |
Winslow, Evans & Crocker, Inc. |
12 |
Creative Financial Designs Inc /adv |
12 |
Private Capital Group, LLC |
12 |
North Star Investment Management Corp. |
12 |
Avion Wealth |
12 |
UMA Financial Services, Inc. |
12 |
Vestcor Inc |
12 |
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
12 |
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
12 |
Trustcore Financial Services, Llc |
12 |
Manchester Capital Management LLC |
12 |
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
12 |
Seacrest Wealth Management, Llc |
12 |
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
12 |
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
12 |
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
12 |
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
12 |
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
12 |
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
12 |
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
12 |
Primecap Management Co/ca/ |
12 |
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
12 |
Louisiana State Employees Retirement System |
12 |
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
12 |
Castleark Management Llc |
12 |
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A |
12 |
Banque Cantonale Vaudoise |
12 |
Covington Capital Management |
12 |
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
12 |
Atria Investments Llc |
12 |
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
12 |
Securian Asset Management, Inc |
12 |
IWB - iSHARES TRUST - iShares Russell 1000 ETF |
12 |
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
12 |
NewSquare Capital LLC |
12 |
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
12 |
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
12 |
Element Capital Management Llc |
12 |
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
12 |
Edmond De Rothschild Holding S.a. |
12 |
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
12 |
Jain Global LLC |
12 |
Hughes Financial Services, LLC |
12 |
VDAFX - VALIC Co I - Dynamic Allocation Fund |
12 |
Mizuho Securities Usa Llc |
12 |
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
12 |
Bokf, Na |
12 |
Ci Investments Inc. |
12 |
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
12 |
Kornitzer Capital Management Inc /ks |
12 |
Texas Permanent School Fund |
12 |
Baystate Wealth Management LLC |
12 |
Erste Asset Management GmbH |
12 |
Catalyst Funds Management Pty Ltd |
12 |
Advanced Series Trust - Ast Small-cap Growth Portfolio |
12 |
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
12 |
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
12 |
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
12 |
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
12 |
Sanctuary Advisors, LLC |
12 |
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
12 |
Blackrock Health Sciences Trust |
12 |
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
12 |
Segall Bryant & Hamill, Llc |
12 |
Ashton Thomas Private Wealth, LLC |
12 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
12 |
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
12 |
Entropy Technologies, LP |
12 |
Brighton Jones Llc |
12 |
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
12 |
Colony Group, LLC |
12 |
EntryPoint Capital, LLC |
12 |
Scientech Research LLC |
12 |
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
12 |
Private Wealth Management Group, LLC |
12 |
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
12 |
Assured Investment Management LLC |
12 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
12 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
12 |
Symphony Asset Management Llc |
12 |
Mitsubishi UFJ Trust & Banking Corp |
12 |
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
12 |
Cetera Advisors LLC |
12 |
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
12 |
Calamos Wealth Management LLC |
12 |
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
12 |
Cornerstone Planning Group LLC |
12 |
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
12 |
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
12 |
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
12 |
DAACX - Adviser Managed Trust - Diversified Equity Fund |
12 |
M&g Investment Management Ltd |
12 |
C M Bidwell & Associates Ltd |
12 |
Atria Wealth Solutions, Inc. |
12 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
12 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
12 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
12 |
Valley National Advisers Inc |
12 |
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
12 |
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
12 |
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
12 |
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
12 |
Rise Advisors, LLC |
12 |
Utah Retirement Systems |
12 |
Synovus Financial Corp |
12 |
Resources Investment Advisors, LLC. |
12 |
Disciplined Investments, LLC |
12 |
Picton Mahoney Asset Management |
12 |
SJS Investment Consulting Inc. |
12 |
Alphacrest Capital Management Llc |
12 |
BIB - PROSHARES TRUST - ProShares Ultra Nasdaq Biotechnology |
12 |
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
12 |
Yousif Capital Management, Llc |
12 |
Patriot Financial Group Insurance Agency, LLC |
12 |
Frontier Capital Management Co Llc |
12 |
FinTrust Capital Advisors, LLC |
12 |
Sciencast Management LP |
12 |
Wedbush Securities Inc |
12 |
Liberty Mutual Group Asset Management Inc. |
12 |
Venturi Wealth Management, LLC |
12 |
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
12 |
Accurate Wealth Management, LLC |
12 |
Itau Unibanco Holding S.A. |
12 |
Eagle Bay Advisors LLC |
12 |
Teza Capital Management LLC |
12 |
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
12 |
Sargent Bickham Lagudis LLC |
12 |
Mml Investors Services, Llc |
12 |
BlackRock Japan Co. Ltd |
12 |
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
12 |
Guardian Wealth Advisors, LLC |
12 |
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
12 |
RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A |
12 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
12 |
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund |
12 |
IndexIQ Advisors LLC |
12 |
Etf Managers Group, Llc |
12 |
Diversified Trust Co |
12 |
Hillsdale Investment Management Inc. |
12 |
Bridgefront Capital, LLC |
12 |
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
12 |
First Personal Financial Services |
12 |
GPS Wealth Strategies Group, LLC |
12 |
Wipfli Financial Advisors Llc, |
12 |
Sei Trust Co |
12 |
Paradigm Asset Management Co Llc |
12 |
Maverick Capital Ltd |
11 |
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
11 |
Atlas Capital Advisors Llc |
11 |
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
11 |
Profunds - Profund Vp Health Care |
11 |
Axq Capital, Lp |
11 |
Schubert & Co |
11 |
Focused Wealth Management, Inc |
11 |
Enterprise Financial Services Corp |
11 |
RXL - PROSHARES TRUST - ProShares Ultra Health Care |
11 |
APG Asset Management N.V. |
11 |
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
11 |
PENN SERIES FUNDS INC - Flexibly Managed Fund |
11 |
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
11 |
Park Place Capital Corp |
11 |
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
11 |
Avantax Advisory Services, Inc. |
11 |
Advisory Research Inc |
11 |
Mather Group, Llc. |
11 |
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
11 |
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class |
11 |
Callan Family Office, LLC |
11 |
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
11 |
Gabelli Equity Trust Inc |
11 |
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
11 |
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
11 |
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
11 |
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A |
11 |
Cigna Investments Inc /new |
11 |
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class |
11 |
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
11 |
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
11 |
STXG - EA Series Trust - Strive 1000 Growth ETF |
11 |
ETRADE Capital Management LLC |
11 |
Kayne Anderson Rudnick Investment Management Llc |
11 |
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
11 |
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
11 |
Belvedere Trading LLC |
11 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
11 |
Gabelli Healthcare & Wellnessrx Trust |
11 |
DnB Asset Management AS |
11 |
Altshuler Shaham Ltd |
11 |
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
11 |
Clinton Group Inc |
11 |
Moors & Cabot, Inc. |
11 |
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
11 |
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
11 |
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
11 |
Cape Investment Advisory, Inc. |
11 |
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund |
11 |
Vident Advisory, LLC |
11 |
Pictet Asset Management Holding SA |
11 |
PTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Healthcare Momentum ETF |
11 |
BNP Paribas Asset Management Holding S.A. |
11 |
Alps Advisors Inc |
11 |
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
11 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 |
11 |
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
11 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
11 |
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
11 |
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
11 |
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
11 |
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
11 |
Anchor Investment Management, LLC |
11 |
Societe Generale |
11 |
Innealta Capital, Llc |
11 |
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
11 |
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
11 |
Proficio Capital Partners LLC |
11 |
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
11 |
Baker Avenue Asset Management, LP |
11 |
Ropes Wealth Advisors Llc |
11 |
Brown Brothers Harriman & Co |
11 |
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class |
11 |
World Asset Management Inc |
11 |
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
11 |
Treasurer of the State of North Carolina |
11 |
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
11 |
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
11 |
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
11 |
Ra Capital Management, L.p. |
11 |
Lee Financial Co |
11 |
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
11 |
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
11 |
Oppenheimer Asset Management Inc. |
11 |
Ostrum Asset Management |
11 |
PACIFIC SELECT FUND - Health Sciences Portfolio Class I |
11 |
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
11 |
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
11 |
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
11 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
11 |
IBM Retirement Fund |
11 |
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
11 |
Smithfield Trust Co |
11 |
Empowered Funds, LLC |
11 |
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
11 |
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
11 |
Employees Retirement System of Texas |
11 |
Shelton Capital Management |
11 |
Regent Peak Wealth Advisors LLC |
11 |
Td Private Client Wealth Llc |
11 |
Mason Street Advisors, Llc |
11 |
Harvest Fund Management Co., Ltd |
11 |
Advanced Series Trust - Ast Mid-cap Growth Portfolio |
11 |
Natixis Investment Managers International |
11 |
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
11 |
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
11 |
VCGAX - VALIC Co I - Growth & Income Fund |
11 |
Ballentine Partners, LLC |
11 |
VCHSX - VALIC Co I - Health Sciences Fund |
11 |
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
11 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
11 |
Cookson Peirce & Co Inc |
11 |
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
11 |
Select Equity Group, L.P. |
11 |
Maryland State Retirement & Pension System |
11 |
Northwestern Mutual Investment Management Company, Llc |
11 |
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
11 |
GHP Investment Advisors, Inc. |
11 |
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares |
11 |
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
11 |
Princeton Alpha Management LP |
11 |
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
11 |
Meridian Wealth Partners, LLC |
11 |
Sequoia Financial Advisors, LLC |
11 |
Carroll Financial Associates, Inc. |
11 |
Water Island Capital Llc |
11 |
Avidity Partners Management LP |
11 |
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
11 |
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
11 |
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
11 |
Bollard Group LLC |
11 |
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class |
11 |
Hemington Wealth Management |
11 |
Universal- Beteiligungs- und Servicegesellschaft mbH |
11 |
Illinois Municipal Retirement Fund |
11 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
11 |
ArrowMark Colorado Holdings LLC |
11 |
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
11 |
Whittier Trust Co Of Nevada Inc |
11 |
New Mexico Educational Retirement Board |
11 |
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) |
11 |
Sandler Capital Management |
11 |
Ardsley Advisory Partners Lp |
11 |
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
11 |
Reilly Financial Advisors, Llc |
11 |
Capstone Asset Management Co |
11 |
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
11 |
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
11 |
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund |
11 |
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
11 |
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
11 |
QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
11 |
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
11 |
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
11 |
Impax Asset Management Group plc |
11 |
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
11 |
Riverhead Capital Management Llc |
11 |
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
11 |
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
11 |
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
11 |
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
11 |
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
11 |
South Dakota Investment Council |
11 |
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
11 |
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
11 |
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
11 |
Veritable, L.P. |
11 |
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
11 |
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
11 |
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
11 |
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
11 |
Ing Groep Nv |
11 |
Park Avenue Securities Llc |
11 |
Farmers & Merchants Investments Inc |
11 |
Convergence Investment Partners, LLC |
11 |
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
11 |
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
11 |
Eqis Capital Management, Inc. |
11 |
Cullen/frost Bankers, Inc. |
11 |
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
11 |
Parametrica Management Ltd |
11 |
Crewe Advisors LLC |
11 |
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
11 |
Cordant, Inc. |
11 |
Pinnacle Wealth Planning Services, Inc. |
11 |
Vantage Consulting Group Inc |
11 |
Merit Financial Group, LLC |
11 |
JNBA Financial Advisors |
11 |
Mv Capital Management, Inc. |
11 |
Holocene Advisors, LP |
11 |
Rational Advisors Llc |
11 |
CWM Advisors, LLC |
11 |
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
11 |
Summit Trail Advisors, Llc |
11 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
11 |
Pendal Group Ltd |
11 |
Snowden Capital Advisors LLC |
11 |
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV |
11 |
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
11 |
Donoghue Forlines LLC |
11 |
Redmile Group, LLC |
11 |
Standard Life Aberdeen plc |
11 |
Raleigh Capital Management Inc. |
11 |
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
11 |
BRYN MAWR TRUST Co |
11 |
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
11 |
PFM Health Sciences, LP |
11 |
Quent Capital, LLC |
11 |
Diametric Capital, LP |
11 |
Cassady Schiller Wealth Management, LLC |
11 |
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
11 |
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
11 |
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
11 |
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
11 |
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
11 |
Artemis Investment Management LLP |
11 |
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
11 |
Ssi Investment Management Llc |
11 |
Great Lakes Advisors, Llc |
11 |
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
11 |
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
11 |
Irish Life Investment Managers Ltd. |
11 |
Duality Advisers, Lp |
11 |
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
11 |
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
11 |
Lombard Odier Asset Management (Europe) Ltd |
11 |
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
11 |
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
11 |
William Blair Investment Management, Llc |
11 |
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
11 |
Jnl Variable Fund Llc - Jnl/mellon Healthcare Sector Fund (a) |
11 |
Stephens Consulting, LLC |
11 |
Integrated Wealth Management |
10 |
Grove Bank & Trust |
10 |
Colony Group Llc |
10 |
Prestige Wealth Management Group LLC |
10 |
Golden State Wealth Management, LLC |
10 |
Hm Payson & Co |
10 |
Tortoise Investment Management, LLC |
10 |
MML Series Investment Fund II - MML Equity Rotation Fund Class II |
10 |
CVA Family Office, LLC |
10 |
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
10 |
FBIOX - FIDELITY SELECT PORTFOLIOS - Biotechnology Portfolio |
10 |
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
10 |
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
10 |
River & Mercantile Asset Management Llp |
10 |
Trust Co Of Vermont |
10 |
Royal London Asset Management Ltd |
10 |
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class |
10 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
10 |
Jupiter Asset Management Ltd |
10 |
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
10 |
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class |
10 |
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
10 |
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
10 |
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
10 |
GLG Partners LP |
10 |
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
10 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 |
10 |
Hutchin Hill Capital, LP |
10 |
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
10 |
Ontario Teachers Pension Plan Board |
10 |
HighVista Strategies LLC |
10 |
Old Mutual Customised Solutions (proprietary) Ltd |
10 |
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
10 |
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
10 |
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
10 |
Sivik Global Healthcare LLC |
10 |
Bailard, Inc. |
10 |
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
10 |
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity |
10 |
Commerzbank Aktiengesellschaft /fi |
10 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
10 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
10 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
10 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
10 |
Northern Trust Co Of Connecticut |
10 |
Edgestream Partners, L.P. |
10 |
AIEQ - ETF Managers Trust - AI Powered Equity ETF |
10 |
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
10 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
10 |
Bridgewater Associates, LP |
10 |
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A |
10 |
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
10 |
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
10 |
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
10 |
IEHS - iShares U.S. ETF Trust - iShares Evolved U.S. Healthcare Staples ETF |
10 |
Meiji Yasuda Asset Management Co Ltd. |
10 |
Capital World Investors |
10 |
Westpac Banking Corp |
10 |
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
10 |
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
10 |
USA Financial Portformulas Corp |
10 |
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
10 |
AHL Partners LLP |
10 |
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
10 |
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
10 |
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF |
10 |
Silvercrest Asset Management Group Llc |
10 |
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
10 |
Earnest Partners Llc |
10 |
State of Alaska, Department of Revenue |
10 |
Pitcairn Co |
10 |
BerganKDV Wealth Management, LLC |
10 |
Johnson Financial Group, Inc. |
10 |
Placemark Investments, Inc. |
10 |
Wolff Wiese Magana Llc |
10 |
Jane Street Holding, LLC |
10 |
Anson Funds Management LP |
10 |
Asset Dedication, LLC |
10 |
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
10 |
Charter Oak Capital Management, LLC |
10 |
Chicago Equity Partners Llc |
10 |
Interchange Capital Partners, LLC |
10 |
Ghisallo Capital Management LLC |
10 |
Ghost Tree Capital, LLC |
10 |
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
10 |
Childress Capital Advisors, Llc |
10 |
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
10 |
JHMH - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Healthcare ETF |
10 |
AGF Investments LLC |
10 |
Optiver Holding B.V. |
10 |
Parkwood LLC |
10 |
Andra AP-fonden |
10 |
Koshinski Asset Management, Inc. |
10 |
Advisor Resource Council |
10 |
College Retirement Equities Fund |
10 |
Tiaa-cref Funds |
10 |
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
10 |
Banco Santander, S.A. |
10 |
Smith Asset Management Group Lp |
10 |
IBBQ - Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Biotechnology ETF |
10 |
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund |
10 |
AE Wealth Management LLC |
10 |
Penn Capital Management Co Inc |
10 |
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
10 |
Oak Thistle LLC |
10 |
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
10 |
GDOC - Goldman Sachs ETF Trust - Goldman Sachs Future Health Care Equity ETF |
10 |
Steward Financial Group LLC |
10 |
Ameritas Advisory Services, LLC |
10 |
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
10 |
Sandy Spring Bank |
10 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
10 |
Banco Bilbao Vizcaya Argentaria, S.a. |
10 |
B. Metzler seel. Sohn & Co. AG |
10 |
Checchi Capital Advisers, LLC |
10 |
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
10 |
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
10 |
Crossmark Global Holdings, Inc. |
10 |
Csenge Advisory Group |
10 |
Karp Capital Management Corp |
10 |
LS Investment Advisors, LLC |
10 |
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
10 |
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
10 |
Wealthcare Capital Management Llc |
10 |
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
10 |
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV |
10 |
Fortitude Advisory Group L.L.C. |
10 |
VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
10 |
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
10 |
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
10 |
MCF Advisors LLC |
10 |
Axxcess Wealth Management, Llc |
10 |
WFG Advisors, LP |
10 |
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
10 |
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
10 |
Colonial Trust Co / SC |
10 |
Brewin Dolphin Ltd |
10 |
GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
10 |
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
10 |
Tredje AP-fonden |
10 |
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
10 |
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
10 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
10 |
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
10 |
Inceptionr Llc |
10 |
Numerai GP LLC |
10 |
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
10 |
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
10 |
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
10 |
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
10 |
URTH - iShares, Inc. - iShares MSCI World ETF |
10 |
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
10 |
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
10 |
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
10 |
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
10 |
ORG Partners LLC |
10 |
Gts Securities Llc |
10 |
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
10 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
10 |
Salem Investment Counselors Inc |
10 |
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
10 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
10 |
New York Life Investment Management Llc |
10 |
Envestnet Portfolio Solutions, Inc. |
10 |
Twin Peaks Wealth Advisors, LLC |
10 |
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
10 |
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
10 |
Lecap Asset Management Ltd |
10 |
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
10 |
Sachetta, LLC |
10 |
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
10 |
Bartlett & Co. Wealth Management Llc |
10 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
10 |
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
10 |
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
10 |
Global Financial Private Client, LLC |
10 |
Abound Wealth Management |
10 |
Ashton Thomas Securities, Llc |
10 |
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
10 |
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
10 |
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
10 |
Principia Wealth Advisory, LLC |
10 |
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
10 |
PENN SERIES FUNDS INC - International Equity Fund |
10 |
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A |
10 |
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
10 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
10 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
10 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
10 |
Zeke Capital Advisors, Llc |
10 |
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
10 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
10 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class |
10 |
Hbk Investments L P |
10 |
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
10 |
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
10 |
Citizens Financial Group Inc/ri |
10 |
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
10 |
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
10 |
Venture Visionary Partners LLC |
10 |
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
10 |
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
10 |
Private Wealth Asset Management, LLC |
10 |
Wexford Capital Lp |
10 |
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
10 |
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
10 |
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
10 |
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
10 |
Commonwealth Bank Of Australia |
10 |
Financial Architects, Inc |
10 |
First Allied Advisory Services, Inc. |
10 |
Keebeck Alpha, LP |
10 |
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
10 |
First Light Asset Management, LLC |
10 |
Calvert Investment Management, Inc. |
10 |
We Are One Seven, LLC |
10 |
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
10 |
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio |
10 |
Parkman Healthcare Partners LLC |
10 |
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
10 |
Mount Yale Investment Advisors, LLC |
10 |
AIA Group Ltd |
10 |
Municipal Employees' Retirement System of Michigan |
10 |
Commonwealth Equity Services, Inc |
10 |
Tekla Capital Management LLC |
10 |
Enlightenment Research, LLC |
10 |
Cary Street Partner Investment Advisory Llc |
10 |
Pearl River Capital, LLC |
10 |
Riverview Trust Co |
10 |
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
10 |
Bay Harbor Wealth Management, LLC |
10 |
Jaffetilchin Investment Partners, LLC |
10 |
Toroso Investments, LLC |
10 |
Wealthfront Advisers Llc |
10 |
Highland Capital Management Lp |
9 |
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
9 |
Tompkins Financial Corp |
9 |
Albion Financial Group /ut |
9 |
Bruce G. Allen Investments, LLC |
9 |
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
9 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class |
9 |
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
9 |
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
9 |
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
9 |
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
9 |
Toth Financial Advisory Corp |
9 |
Brinker Capital Inc |
9 |
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
9 |
King Luther Capital Management Corp |
9 |
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
9 |
Rakuten Securities, Inc. |
9 |
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A |
9 |
American Capital Advisory, LLC |
9 |
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND |
9 |
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional |
9 |
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
9 |
Sutton Wealth Advisors Inc. |
9 |
Horizon Investments, LLC |
9 |
Rhenman & Partners Asset Management AB |
9 |
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares |
9 |
Veriti Management LLC |
9 |
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
9 |
CAPROCK Group, Inc. |
9 |
Fieldpoint Private Securities, LLC |
9 |
Perigon Wealth Management, LLC |
9 |
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
9 |
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
9 |
Hartford Investment Management Co |
9 |
Lenox Wealth Advisors, LLC |
9 |
First Capital Advisors Group, LLC. |
9 |
Financial Management Professionals, Inc. |
9 |
Forsta Ap-fonden |
9 |
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
9 |
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
9 |
Tokio Marine Asset Management Co Ltd |
9 |
Nbc Securities, Inc. |
9 |
Alpha DNA Investment Management LLC |
9 |
Archer Investment Corp |
9 |
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
9 |
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
9 |
Vantagepoint Funds |
9 |
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
9 |
Centaurus Financial, Inc. |
9 |
Macroview Investment Management Llc |
9 |
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
9 |
SG3 Management, LLC |
9 |
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
9 |
Catapult Capital Management Llc |
9 |
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
9 |
Neo Ivy Capital Management |
9 |
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
9 |
Gupta Wealth Management LLC |
9 |
CX Institutional |
9 |
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
9 |
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
9 |
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
9 |
Bleakley Financial Group, LLC |
9 |
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
9 |
Columbus Circle Investors |
9 |
Boston Advisors Llc |
9 |
Moneta Group Investment Advisors Llc |
9 |
Change Path, LLC |
9 |
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
9 |
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
9 |
MASTER BOND LLC - Master Total Return Portfolio |
9 |
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A |
9 |
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
9 |
Lighthouse Investment Partners, LLC |
9 |
Knight Capital Group, Inc. |
9 |
Nvwm, Llc |
9 |
Absolute Return Capital, LLC |
9 |
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
9 |
Opal Wealth Advisors, LLC |
9 |
DC Investments Management, LLC |
9 |
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
9 |
Bradley Foster & Sargent Inc/ct |
9 |
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
9 |
Cromwell Holdings LLC |
9 |
Front Row Advisors LLC |
9 |
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
9 |
Flagship Harbor Advisors, Llc |
9 |
Northwest & Ethical Investments L.P. |
9 |
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
9 |
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
9 |
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
9 |
Continuum Advisory, LLC |
9 |
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
9 |
Tcw Group Inc |
9 |
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
9 |
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
9 |
SkyView Investment Advisors, LLC |
9 |
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
9 |
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC |
9 |
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
9 |
Northwest Investment Counselors, Llc |
9 |
Tsfg, Llc |
9 |
Parkworth Wealth Management, Inc. |
9 |
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
9 |
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
9 |
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
9 |
Everence Capital Management Inc |
9 |
Campbell Multi-strategy Trust |
9 |
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
9 |
SECOR Capital Advisors, LP |
9 |
Freestone Capital Holdings, LLC |
9 |
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
9 |
VTL Associates, LLC |
9 |
B. Metzler seel. Sohn & Co. Holding AG |
9 |
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
9 |
FNY Managed Accounts LLC |
9 |
Raymond James Trust N.a. |
9 |
Profunds - Profund Vp Oil & Gas |
9 |
Carlson Capital L P |
9 |
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
9 |
SAC Capital Advisors LP |
9 |
FLDFX - Meeder Funds - BALANCED FUND Retail Class |
9 |
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
9 |
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
9 |
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
9 |
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
9 |
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
9 |
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
9 |
National Pension Service |
9 |
Scout Investments, Inc. |
9 |
Machina Capital S.a.s. |
9 |
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares |
9 |
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
9 |
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
9 |
Global Wealth Management Investment Advisory, Inc. |
9 |
RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A |
9 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
9 |
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
9 |
Chicago Partners Investment Group LLC |
9 |
BTG Pactual Global Asset Management Ltd |
9 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
9 |
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
9 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I |
9 |
Janus Capital Management Llc |
9 |
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
9 |
Redpoint Investment Management Pty Ltd |
9 |
Truvestments Capital Llc |
9 |
Basso Capital Management, L.p. |
9 |
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
9 |
Blackrock Ltd Duration Income Trust |
9 |
Solstein Capital, LLC |
9 |
QCVAX - Clearwater Investment Trust - Clearwater International Fund |
9 |
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
9 |
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class |
9 |
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
9 |
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
9 |
First Citizens Bank & Trust Co |
9 |
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
9 |
NorthCrest Asset Manangement, LLC |
9 |
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
9 |
Gilder Gagnon Howe & Co Llc |
9 |
CenterStar Fund, LLC |
9 |
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
9 |
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
9 |
Moloney Securities Asset Management, LLC |
9 |
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
9 |
Independent Portfolio Consultants, Inc. |
9 |
Alambic Investment Management, L.P. |
9 |
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
9 |
Dai-Ichi Life Insurance Company, Ltd |
9 |
Simon Quick Advisors, Llc |
9 |
Sit Investment Associates Inc |
9 |
Lincoln National Corp |
9 |
Motco |
9 |
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
9 |
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
9 |
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
9 |
USS Investment Management Ltd |
9 |
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A |
9 |
Regentatlantic Capital Llc |
9 |
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
9 |
Fiduciary Alliance LLC |
9 |
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
9 |
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
9 |
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 |
9 |
Westfield Capital Management Co Lp |
9 |
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
9 |
Kb Financial Partners, Llc |
9 |
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
9 |
Brookstone Capital Management |
9 |
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
9 |
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
9 |
Iron Triangle Partners LP |
9 |
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
9 |
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
9 |
Vestmark Advisory Solutions, Inc. |
9 |
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
9 |
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
9 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
9 |
Agf Investments Inc. |
9 |
Coastal Investment Advisors, Inc. |
9 |
Nissay Asset Management Corp /japan/ /adv |
9 |
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
9 |
Contravisory Investment Management, Inc. |
9 |
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
9 |
EP Wealth Advisors, Inc. |
9 |
BNP Paribas Investment Partners S.A. |
9 |
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
9 |
AtonRa Partners |
9 |
Nebula Research & Development LLC |
9 |
One Wealth Advisors, LLC |
9 |
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
9 |
Cambridge Trust Co |
9 |
Zions Bancorporation, N.A. |
9 |
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
9 |
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
9 |
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
9 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
9 |
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
9 |
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
9 |
Man Investments Ltd |
9 |
DiNuzzo Private Wealth, Inc. |
9 |
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
9 |
Stone Ridge Asset Management LLC |
9 |
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
9 |
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
9 |
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
9 |
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
9 |
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
9 |
Swedbank AB |
9 |
E. Ohman J:or Asset Management AB |
9 |
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
9 |
Seeyond |
9 |
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
9 |
Symmetry Partners, LLC |
9 |
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
9 |
Partner Investment Management, L.P. |
9 |
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
9 |
West Paces Advisors Inc. |
9 |
Kore Private Wealth LLC |
9 |
Integral Health Asset Management, LLC |
9 |
IFM Investors Pty Ltd |
9 |
TRUE Private Wealth Advisors |
9 |
Rsm Us Wealth Management Llc |
9 |
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
9 |
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
9 |
Polar Capital Holdings Plc |
9 |
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
9 |
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund |
9 |
Alpha Windward Llc |
9 |
Stonebridge Capital Advisors LLC |
9 |
Allstate Corp |
9 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
9 |
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
9 |
Arkadios Wealth Advisors |
9 |
Vanguard Horizon Funds |
9 |
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
9 |
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
9 |
Grantham, Mayo, Van Otterloo & Co. LLC |
9 |
Aster Capital Management (DIFC) Ltd |
9 |
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
9 |
Turner Investments, L.p. |
9 |
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
9 |
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
9 |
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
9 |
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
9 |
Achmea Investment Management B.V. |
9 |
Claris Advisors, Llc / Mo / |
9 |
CSat Investment Advisory, L.P. |
9 |
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
9 |
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
9 |
Sabby Management, Llc |
9 |
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund |
9 |
Savant Capital, LLC |
9 |
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
9 |
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
9 |
Clear Harbor Asset Management, LLC |
9 |
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
8 |
Epoch Investment Partners, Inc. |
8 |
Advisor Partners Ii, Llc |
8 |
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
8 |
IHT Wealth Management, LLC |
8 |
Platinum Investment Management Ltd |
8 |
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF |
8 |
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
8 |
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A |
8 |
Glenmede Investment Management, LP |
8 |
Bare Financial Services, Inc |
8 |
Invictus RG |
8 |
Glen Harbor Capital Management LLC |
8 |
Two Roads Shared Trust - APEX HealthCare ETF |
8 |
Oversea-Chinese Banking CORP Ltd |
8 |
Meadow Creek Investment Management LLC |
8 |
IXJ - iSHARES TRUST - iShares Global Healthcare ETF |
8 |
Evercore Wealth Management, LLC |
8 |
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
8 |
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
8 |
La Banque Postale Asset Management SA |
8 |
I.g. Investment Management, Ltd. |
8 |
WealthPLAN Partners, LLC |
8 |
Apollon Wealth Management, LLC |
8 |
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
8 |
Quaker Wealth Management, LLC |
8 |
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
8 |
Brandywine Global Investment Management, LLC |
8 |
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
8 |
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
8 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
8 |
HFM Investment Advisors, LLC |
8 |
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
8 |
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares |
8 |
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares |
8 |
WPG Advisers, LLC |
8 |
Rakuten Investment Management, Inc. |
8 |
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
8 |
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
8 |
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
8 |
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF |
8 |
Alpha Paradigm Partners, LLC |
8 |
Rydex Etf Trust |
8 |
HealthCor Management, L.P. |
8 |
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A |
8 |
Kinneret Advisory, LLC |
8 |
Wealthfront Inc |
8 |
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
8 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
8 |
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
8 |
Tfs Capital Investment Trust |
8 |
EBI - RBB Fund Trust - Longview Advantage ETF |
8 |
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
8 |
Liberty Wealth Management Llc |
8 |
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
8 |
Boston Trust Walden Corp |
8 |
Amplius Wealth Advisors, LLC |
8 |
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
8 |
Pacific Alternative Asset Management Company, Llc |
8 |
Mill Creek Capital Advisors, LLC |
8 |
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
8 |
Sumitomo Mitsui DS Asset Management Company, Ltd |
8 |
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
8 |
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
8 |
MUFG Securities EMEA plc |
8 |
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
8 |
Kilter Group LLC |
8 |
Wiley Bros.-aintree Capital, Llc |
8 |
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
8 |
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
8 |
Dogwood Wealth Management LLC |
8 |
Mycio Wealth Partners, Llc |
8 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
8 |
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
8 |
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class |
8 |
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
8 |
Railway Pension Investments Ltd |
8 |
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
8 |
STRV - EA Series Trust - Strive 500 ETF |
8 |
Pinnacle Bancorp, Inc. |
8 |
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
8 |
Congress Wealth Management LLC / DE / |
8 |
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund |
8 |
DAVENPORT & Co LLC |
8 |
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
8 |
Kovitz Investment Group Partners, LLC |
8 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
8 |
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
8 |
Dorsey Wright & Associates |
8 |
Oakbrook Investments Llc |
8 |
Associated Banc-corp |
8 |
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
8 |
Thompson Siegel & Walmsley Llc |
8 |
Delpha Capital Management, Llc |
8 |
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
8 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
8 |
MARSHALL WACE ASIA Ltd |
8 |
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
8 |
Resona Asset Management Co.,Ltd. |
8 |
Worldquant Millennium Advisors Llc |
8 |
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
8 |
Sculptor Capital LP |
8 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
8 |
Personal Wealth Partners |
8 |
Syon Capital Llc |
8 |
Bartlett & Co. LLC |
8 |
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF |
8 |
Mckinley Capital Management Llc /delaware |
8 |
Lido Advisors, LLC |
8 |
Red Tortoise LLC |
8 |
Suvretta Capital Management, Llc |
8 |
Banque Pictet & Cie Sa |
8 |
Bellwether Advisors, LLC |
8 |
Livforsakringsbolaget Skandia, Omsesidigt |
8 |
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
8 |
Whipplewood Advisors, LLC |
8 |
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
8 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
8 |
Eversept Partners, LP |
8 |
Cornerstone Advisors, Inc. |
8 |
Sierra Ocean, Llc |
8 |
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
8 |
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
8 |
Mutual Advisors, LLC |
8 |
Riggs Asset Managment Co. Inc. |
8 |
Fjarde Ap-fonden /fourth Swedish National Pension Fund |
8 |
Redwood Investment Management, Llc |
8 |
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
8 |
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K |
8 |
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
8 |
Guggenheim Strategic Opportunities Fund |
8 |
Monarch Partners Asset Management LLC |
8 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
8 |
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
8 |
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
8 |
Capital Impact Advisors, LLC |
8 |
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
8 |
Total Clarity Wealth Management, Inc. |
8 |
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
8 |
R Squared Ltd |
8 |
Avanza Fonder AB |
8 |
Trilogy Capital Inc. |
8 |
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
8 |
Soros Fund Management Llc |
8 |
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
8 |
Six Circles Trust - Six Circles Global Bond Fund |
8 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
8 |
Eventide Asset Management, Llc |
8 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
8 |
Integrated Wealth Concepts LLC |
8 |
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
8 |
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
8 |
Avantax Planning Partners, Inc. |
8 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
8 |
FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
8 |
Waddell & Reed Financial Inc |
8 |
GABELLI & Co INVESTMENT ADVISERS, INC. |
8 |
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
8 |
Sun Life Financial Inc |
8 |
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
8 |
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
8 |
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
8 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
8 |
Sio Capital Management, LLC |
8 |
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
8 |
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
8 |
Princeton Global Asset Management LLC |
8 |
Close Asset Management Ltd |
8 |
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
8 |
General Motors Investment Management Corp |
8 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 |
8 |
Chilton Capital Management Llc |
8 |
Ajo, Lp |
8 |
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
8 |
Elkfork Partners LLC |
8 |
Ossiam |
8 |
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
8 |
Martingale Asset Management L P |
8 |
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
8 |
VCULX - VALIC Co I - Growth Fund |
8 |
Stanley-Laman Group, Ltd. |
8 |
Advanced Series Trust - Ast Advanced Strategies Portfolio |
8 |
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
8 |
Kentucky Retirement Systems |
8 |
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
8 |
First Horizon Corp |
8 |
Menta Capital Llc |
8 |
Sentry Investment Management Llc |
8 |
Virtus Investment Advisers, Inc. |
8 |
Gulf International Bank (UK) Ltd |
8 |
Tlp Group Llc |
8 |
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
8 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
8 |
Forum Financial Management, LP |
8 |
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
8 |
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
8 |
Glenview Capital Management, Llc |
8 |
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF |
8 |
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
8 |
Byrne Asset Management LLC |
8 |
Jacobi Capital Management LLC |
8 |
RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
8 |
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
8 |
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
8 |
Timber Hill LLC |
8 |
JJJ Advisors Inc. |
8 |
Xact Kapitalforvaltning AB |
8 |
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
8 |
Northwest Financial Advisors |
8 |
Castle Creek Arbitrage, LLC |
8 |
APG Asset Management US Inc. |
8 |
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
8 |
Kentucky Retirement Systems Insurance Trust Fund |
8 |
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
8 |
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
8 |
Amplify ETF Trust - Amplify AI Powered Equity ETF |
8 |
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares |
8 |
Gideon Capital Advisors, Inc. |
8 |
Hancock Whitney Corp |
8 |
Howe & Rusling Inc |
8 |
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
8 |
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
8 |
Linden Advisors Lp |
8 |
Old National Bancorp /in/ |
8 |
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
8 |
Claymore Exchange-traded Fund Trust |
8 |
BFOR - ALPS ETF Trust - Barron's 400 ETF |
8 |
American Trust |
8 |
St Germain D J Co Inc |
8 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
8 |
Robeco Schweiz AG |
8 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
8 |
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
8 |
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
8 |
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
8 |
Fiera Capital Corp |
8 |
Rockefeller Financial Services Inc |
8 |
PENN SERIES FUNDS INC - Smid Cap Growth Fund |
8 |
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
8 |
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
8 |
Telemetry Investments, L.L.C. |
8 |
Blackstone Group Inc |
8 |
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
8 |
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
8 |
UniSuper Management Pty Ltd |
8 |
Chevy Chase Trust Holdings, Inc. |
8 |
Capital Analysts, Inc. |
8 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares |
8 |
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
8 |
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
8 |
Strengthening Families & Communities, LLC |
8 |
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
8 |
Householder Group Estate & Retirement Specialist, LLC |
8 |
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund |
8 |
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
8 |
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
8 |
Key FInancial Inc |
8 |
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
8 |
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
8 |
MDEV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Medical Devices ETF |
8 |
Sunbelt Securities, Inc. |
8 |
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF |
8 |
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF |
8 |
WASHINGTON TRUST Co |
8 |
Kapitalo Investimentos Ltda |
8 |
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
8 |
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
8 |
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
8 |
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
8 |
Koch Industries Inc |
8 |
Empirical Finance, LLC |
8 |
CLARET ASSET MANAGEMENT Corp |
8 |
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
8 |
Greenleaf Trust |
8 |
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A |
8 |
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
8 |
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A |
8 |
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
8 |
Exencial Wealth Advisors, Llc |
8 |
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
8 |
Capital International Investors |
8 |
NatWest Group plc |
8 |
Rothschild Asset Management Inc |
8 |
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB |
8 |
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
8 |
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
8 |
VisionPoint Advisory Group, LLC |
8 |
Gateway Investment Advisers Llc |
8 |
Conning Inc. |
8 |
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
8 |
Granite Investment Partners, LLC |
8 |
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
8 |
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund |
8 |
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF |
8 |
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
8 |
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
8 |
Lake Street Advisors Group, Llc |
8 |
Townsquare Capital Llc |
8 |
BI Asset Management Fondsmaeglerselskab A/S |
8 |
Tiverton Asset Management Llc |
8 |
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
8 |
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
8 |
Romano Brothers And Company |
8 |
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF |
8 |
Quest Capital Management Inc /adv |
8 |
Systematic Financial Management Lp |
8 |
HighMark Wealth Management LLC |
8 |
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
8 |
Analytic Investors, LLC |
8 |
Bank Of Hawaii |
8 |
Korea Investment CORP |
8 |
Blackrock Debt Strategies Fund, Inc. |
8 |
J. Goldman & Co LP |
8 |
Navellier & Associates Inc |
8 |
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
8 |
Farallon Capital Management Llc |
8 |
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund |
8 |
Yorktown Management & Research Co Inc |
8 |
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
8 |
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
8 |
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
8 |
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
8 |
Qtron Investments LLC |
8 |
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
8 |
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
8 |
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
8 |
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
8 |
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
8 |
RMB Capital Management, LLC |
8 |
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
8 |
Warren Averett Asset Management, LLC |
8 |
Sound Income Strategies, LLC |
8 |
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
8 |
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
8 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
8 |
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
8 |
Pine River Capital Management L.P. |
8 |
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
8 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
8 |
NorthRock Partners, LLC |
7 |
SOA Wealth Advisors, LLC. |
7 |
Dynamic Advisor Solutions LLC |
7 |
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
7 |
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
7 |
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
7 |
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
7 |
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 |
7 |
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
7 |
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 |
7 |
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
7 |
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF |
7 |
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
7 |
Blackrock Corporate High Yield Fund, Inc. |
7 |
First New York Securities Llc /ny |
7 |
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
7 |
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
7 |
IMA Wealth, Inc. |
7 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
7 |
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF |
7 |
BIPIX - Profunds - Biotechnology Ultrasector Profund Investor Class |
7 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service |
7 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
7 |
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
7 |
Davy Global Fund Management Ltd |
7 |
Alera Investment Advisors, LLC |
7 |
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
7 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
7 |
ICA Group Wealth Management, LLC |
7 |
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
7 |
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund |
7 |
Zweig-DiMenna Associates LLC |
7 |
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
7 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
7 |
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF |
7 |
Hussman Strategic Advisors, Inc. |
7 |
Virtue Capital Management, LLC |
7 |
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
7 |
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
7 |
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A |
7 |
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
7 |
National Planning Corp |
7 |
Hexavest Inc. |
7 |
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
7 |
Champlain Investment Partners, LLC |
7 |
Wall Street Associates |
7 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
7 |
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
7 |
Slow Capital, Inc. |
7 |
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
7 |
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
7 |
Sector Gamma As |
7 |
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
7 |
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional |
7 |
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
7 |
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
7 |
TradeLink Capital LLC |
7 |
Boston Partners |
7 |
Profunds - Profund Vp Ultrabull |
7 |
Profunds - Profund Vp Bull |
7 |
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
7 |
Weld Capital Management Llc |
7 |
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund |
7 |
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
7 |
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
7 |
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
7 |
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
7 |
Dunhill Financial, LLC |
7 |
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
7 |
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
7 |
Denver Investment Advisors Llc |
7 |
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
7 |
Profunds - Profund Vp Biotechnology |
7 |
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
7 |
Shay Capital LLC |
7 |
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
7 |
Nuveen S&p 500 Dynamic Overwrite Fund |
7 |
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
7 |
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
7 |
Financial Advocates Investment Management |
7 |
Nuveen Core Equity Alpha Fund |
7 |
iA Global Asset Management Inc. |
7 |
Qsemble Capital Management, LP |
7 |
Allianzgi Diversified Income & Convertible Fund |
7 |
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
7 |
Gabelli Dividend & Income Trust |
7 |
Profunds - Profund Vp Large-cap Value |
7 |
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
7 |
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
7 |
Gardner Lewis Asset Management L P |
7 |
Logan Capital Management Inc |
7 |
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
7 |
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
7 |
Cantor Fitzgerald, L. P. |
7 |
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional |
7 |
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
7 |
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
7 |
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
7 |
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
7 |
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
7 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
7 |
Newfound Research LLC |
7 |
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
7 |
Cim Investment Mangement Inc |
7 |
First Interstate Bank |
7 |
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 |
7 |
Kula Investments, LLC |
7 |
West Tower Group, LLC |
7 |
Old Mutual Global Investors (UK) Ltd. |
7 |
Buckingham Strategic Wealth, Llc |
7 |
GATEX - Gateway Trust - Gateway Fund Class A Shares |
7 |
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio |
7 |
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
7 |
Meeder Advisory Services, Inc. |
7 |
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
7 |
Chiron Investment Management, LLC |
7 |
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class |
7 |
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
7 |
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF |
7 |
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
7 |
Capitolis Advisors LLC |
7 |
Financial Gravity Companies, Inc. |
7 |
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
7 |
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
7 |
Pallas Capital Advisors LLC |
7 |
Paces Ferry Wealth Advisors, Llc |
7 |
Integrated Investment Consultants, LLC |
7 |
Savior LLC |
7 |
Carillon Tower Advisers, Inc. |
7 |
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
7 |
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
7 |
Advisory Alpha, LLC |
7 |
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF |
7 |
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
7 |
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
7 |
Tibra Equities Europe Ltd |
7 |
Sierra Capital LLC |
7 |
Advisors Preferred, LLC |
7 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
7 |
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A |
7 |
Lloyd Advisory Services, LLC. |
7 |
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
7 |
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund |
7 |
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional |
7 |
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
7 |
Chartwell Investment Partners, Llc |
7 |
Exane Asset Management |
7 |
Siemens Fonds Invest GmbH |
7 |
Procyon Private Wealth Partners, LLC |
7 |
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
7 |
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A |
7 |
Tekla Healthcare Investors |
7 |
Tekla World Healthcare Fund |
7 |
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
7 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
7 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
7 |
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares |
7 |
Mason Street Advisors, Llc |
7 |
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
7 |
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
7 |
Colonial Trust Advisors |
7 |
Vanguard Whitehall Funds |
7 |
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
7 |
Anfield Capital Management, LLC |
7 |
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
7 |
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A |
7 |
CBIZ Investment Advisory Services, LLC |
7 |
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
7 |
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
7 |
Liontrust Investment Partners LLP |
7 |
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
7 |
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares |
7 |
Lockheed Martin Investment Management Co |
7 |
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
7 |
Sante Capital Fund, LP |
7 |
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
7 |
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
7 |
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
7 |
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
7 |
Ledyard National Bank |
7 |
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
7 |
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
7 |
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
7 |
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
7 |
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF |
7 |
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
7 |
Cantab Capital Partners LLP |
7 |
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
7 |
Equitec Proprietary Markets, Llc |
7 |
Virtus Alternative Investment Advisers, Inc. |
7 |
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
7 |
Barings Llc |
7 |
Heritage Wealth Advisors |
7 |
XT - iSHARES TRUST - iShares Exponential Technologies ETF |
7 |
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
7 |
Roundview Capital LLC |
7 |
Independent Advisor Alliance |
7 |
Bb&t Securities, Llc |
7 |
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
7 |
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
7 |
Bourgeon Capital Management Llc |
7 |
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
7 |
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
7 |
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
7 |
PGGM Investments |
7 |
U.S. Capital Wealth Advisors, LLC |
7 |
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund |
7 |
IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
7 |
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
7 |
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
7 |
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF |
7 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
7 |
Joel Isaacson & Co., LLC |
7 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
7 |
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
7 |
VGLSX - VALIC Co I - Global Strategy Fund |
7 |
Boston Private Bank & Trust Co |
7 |
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
7 |
Syntal Capital Partners, LLC |
7 |
SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
7 |
Winnow Wealth Llc |
7 |
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
7 |
Spdr S&p 500 Etf Trust |
7 |
BlackRock Credit Strategies Fund |
7 |
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF |
7 |
Benjamin Edwards Inc |
7 |
Vigilant Capital Management, LLC |
7 |
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
7 |
Evergreen Capital Management Llc |
7 |
BlueCrest Capital Management LLP |
7 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
7 |
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
7 |
IVE - iSHARES TRUST - iShares S&P 500 Value ETF |
7 |
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
7 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
7 |
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF |
7 |
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
7 |
Integrated Advisors Network LLC |
7 |
Wedmont Private Capital |
7 |
Summit Global Investments |
7 |
Steel Peak Wealth Management LLC |
7 |
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
7 |
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
7 |
Bluefin Trading, LLC |
7 |
ASR Vermogensbeheer N.V. |
7 |
Redhawk Wealth Advisors, Inc. |
7 |
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
7 |
Comerica Securities,inc. |
7 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
7 |
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund |
7 |
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
7 |
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
7 |
Janney Capital Management LLC |
7 |
Emerald Advisers, Llc |
7 |
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
7 |
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
7 |
Private Wealth Partners, LLC |
7 |
AIA Investment Management Private Ltd |
7 |
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia |
7 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
7 |
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF |
7 |
Aspire Private Capital, LLC |
7 |
Perpetual Ltd |
7 |
NOSIX - Northern Funds - Northern Stock Index Fund |
7 |
Rotella Capital Management, Inc. |
7 |
Telemus Capital, Llc |
7 |
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
7 |
Desjardins Global Asset Management Inc. |
7 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
7 |
Carmel Capital Partners, LLC |
7 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
7 |
Optimum Investment Advisors |
7 |
Gf Fund Management Co. Ltd. |
7 |
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
7 |
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
7 |
Carolinas Wealth Consulting Llc |
7 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
7 |
Harbor Capital Advisors, Inc. |
7 |
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
7 |
Banque Transatlantique SA |
7 |
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class |
7 |
Meridiem Capital Partners LP |
7 |
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
7 |
Bayforest Capital Ltd |
7 |
PenderFund Capital Management Ltd. |
7 |
Peak6 Llc |
7 |
Marquette Asset Management, LLC |
7 |
People's United Financial, Inc. |
7 |
Westside Investment Management, Inc. |
7 |
Rossby Financial, LCC |
7 |
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
7 |
Bryce Point Capital, LLC |
7 |
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
7 |
Prentiss Smith & Co Inc |
7 |
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
7 |
Buckingham Strategic Partners |
7 |
Carnegie Capital Asset Management, LLC |
7 |
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
7 |
Confluence Wealth Services, Inc. |
7 |
American National Bank |
7 |
Simplify Asset Management Inc. |
7 |
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares |
7 |
Cipher Capital LP |
7 |
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
7 |
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
7 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
7 |
Emerald Mutual Fund Advisers Trust |
7 |
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
7 |
Kiwi Wealth Investments Limited Partnership |
7 |
Metis Global Partners, LLC |
7 |
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio |
7 |
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
7 |
Washington Trust Advisors, Inc. |
7 |
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
7 |
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio |
7 |
IMC-Chicago, LLC |
7 |
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
7 |
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
7 |
GV Financial Advisors |
7 |
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
7 |
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
7 |
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
7 |
Altium Capital Management LP |
7 |
Prescott Group Capital Management, L.l.c. |
7 |
FormulaFolio Investments, LLC |
7 |
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
7 |
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
7 |
EAM Global Investors LLC |
7 |
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio |
7 |
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
7 |
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
7 |
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
7 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
7 |
Asymmetry Capital Management, L.P. |
7 |
Advisor Partners Llc |
7 |
Bp Plc |
7 |
Capital Bank & Trust Co |
7 |
Baldwin Brothers Inc/ma |
7 |
Regal Investment Advisors LLC |
7 |
tru Independence LLC |
7 |
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
7 |
Jackson Square Capital, Llc |
7 |
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
7 |
Cahill Financial Advisors Inc |
7 |
Mbb Public Markets I Llc |
7 |
SpiderRock Trading LLC |
7 |
Corton Capital Inc. |
7 |
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
7 |
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
7 |
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
7 |
Investment Management Corp of Ontario |
7 |
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
7 |
Rosenberg Matthew Hamilton |
7 |
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A |
7 |
Vanguard Explorer Fund |
7 |
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
7 |
RSSL - Global X Funds - Global X Russell 2000 ETF |
7 |
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
7 |
Viking Global Investors Lp |
7 |
RMR Wealth Builders |
7 |
Mn Services Vermogensbeheer B.V. |
7 |
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
7 |
Next Capital Management LLC |
7 |
HB Wealth Management, LLC |
7 |
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
7 |
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund |
7 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
7 |
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
7 |
Espalier Global Management LLC |
7 |
Royal Fund Management, LLC |
7 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
7 |
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
7 |
Elo Mutual Pension Insurance Co |
7 |
Castleview Partners, Llc |
7 |
Shapiro Robert N |
7 |
Mizuho Trust & Banking Co., Ltd. |
7 |
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
7 |
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
7 |
Bryn Mawr Capital Management Inc |
7 |
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
7 |
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund |
7 |
Moody Lynn & Lieberson, Llc |
7 |
Corient Capital Partners, LLC |
7 |
WR Wealth Planners, LLC |
7 |
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
7 |
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
7 |
Simplicity Wealth,LLC |
7 |
Kelly Financial Services LLC |
7 |
Glen Eagle Advisors, LLC |
7 |
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
7 |
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A |
7 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
7 |
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF |
7 |
PENN SERIES FUNDS INC - Index 500 Fund |
7 |
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
7 |
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
7 |
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class |
7 |
Pensionfund DSM Netherlands |
7 |
TimesSquare Capital Management, LLC |
7 |
Arrowgrass Capital Partners (us) Lp |
7 |
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
7 |
Dubuque Bank & Trust Co |
7 |
Zions Bancorporation |
7 |
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF |
7 |
CPI - IndexIQ ETF Trust - IQ Real Return ETF |
7 |
LRI Investments, LLC |
7 |
First Pacific Advisors, LP |
7 |
TENOR CAPITAL MANAGEMENT Co., L.P. |
7 |
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
7 |
Thurston, Springer, Miller, Herd & Titak, Inc. |
7 |
Kistler-Tiffany Companies, LLC |
7 |
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
7 |
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
7 |
Longfellow Investment Management Co Llc |
7 |
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
7 |
Montag A & Associates Inc |
7 |
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
7 |
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
7 |
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
7 |
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
7 |
Hudock, Inc. |
7 |
Sanctuary Wealth Advisors, LLC |
7 |
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
7 |
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
7 |
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
7 |
Argent Trust Co |
7 |
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
7 |
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
7 |
Strategic Wealth Partners, Ltd. |
7 |
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
7 |
E Fund Management Co., Ltd. |
7 |
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
7 |
Azzad Asset Management Inc /adv |
7 |
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
7 |
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
7 |
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
7 |
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
7 |
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
7 |
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
7 |
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
7 |
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
7 |
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund |
7 |
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
7 |
Concentric Capital Strategies, LP |
7 |
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
7 |
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
7 |
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF |
7 |
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
7 |
nVerses Capital, LLC |
7 |
Usca Ria Llc |
7 |
ADJEX - AZZAD FUNDS - Azzad Ethical Fund |
7 |
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
7 |
Washington Trust Bank |
7 |
Perbak Capital Partners LLP |
7 |
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
7 |
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
7 |
Saudi Central Bank |
7 |
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
7 |
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
7 |
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
7 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
7 |
Degroof Petercam Asset Management |
7 |
Parnassus Investments /ca |
7 |
Susquehanna Portfolio Strategies, LLC |
7 |
SIH Partners, LLLP |
7 |
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
7 |
GoalVest Advisory LLC |
6 |
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF |
6 |
Qs Batterymarch Financial Management, Inc |
6 |
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A |
6 |
High Note Wealth, LLC |
6 |
Glazer Capital, Llc |
6 |
Aaron Wealth Advisors LLC |
6 |
Cannell Peter B & Co Inc |
6 |
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
6 |
Institutional & Family Asset Management, Llc |
6 |
Golden State Equity Partners |
6 |
Coronation Fund Managers Ltd. |
6 |
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF |
6 |
Mastrapasqua Asset Management Inc |
6 |
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
6 |
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
6 |
Ionic Capital Management LLC |
6 |
AlphaOne Investment Services, LLC |
6 |
Harvest Management Llc |
6 |
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A |
6 |
PWS - Pacer Funds Trust - Pacer WealthShield ETF |
6 |
Inspire Advisors, LLC |
6 |
Wilmington Funds Management Corp |
6 |
HighPoint Advisor Group LLC |
6 |
Oakworth Capital, Inc. |
6 |
Crestline Management, LP |
6 |
Tealwood Asset Management Inc |
6 |
Tradition Wealth Management, LLC |
6 |
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
6 |
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund |
6 |
Standard Family Office LLC |
6 |
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF |
6 |
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
6 |
Kepos Capital LP |
6 |
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF |
6 |
Retirement Group, LLC |
6 |
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
6 |
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares |
6 |
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF |
6 |
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF |
6 |
Capital Guardian Trust Co |
6 |
Cowen Group, Inc. |
6 |
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF |
6 |
NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares |
6 |
Scotia Capital Inc. |
6 |
Coppell Advisory Solutions LLC |
6 |
Baron Silver Stevens Financial Advisors, Llc |
6 |
Foresters Investment Management Company, Inc. |
6 |
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
6 |
SFY - Tidal ETF Trust - SoFi Select 500 ETF |
6 |
Teton Westwood Funds |
6 |
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
6 |
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
6 |
Bluestein R H & Co |
6 |
AXS Investments LLC |
6 |
FMEDX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Medicine Fund |
6 |
Gitterman Wealth Management, LLC |
6 |
Nfj Investment Group, Llc |
6 |
Pier 88 Investment Partners Llc |
6 |
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N |
6 |
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
6 |
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional |
6 |
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A |
6 |
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES |
6 |
Ardevora Asset Management LLP |
6 |
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
6 |
Skylands Capital, LLC |
6 |
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
6 |
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional |
6 |
Rampart Investment Management Company, LLC |
6 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
6 |
Capital Investment Advisory Services, LLC |
6 |
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares |
6 |
ARK Investment Management LLC |
6 |
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
6 |
Cpwm, Llc |
6 |
Flinton Capital Management LLC |
6 |
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares |
6 |
VSTIX - VALIC Co I - Stock Index Fund |
6 |
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF |
6 |
Cna Financial Corp |
6 |
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF |
6 |
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
6 |
Mosaic Family Wealth, LLC |
6 |
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 |
6 |
Nikko Asset Management Americas, Inc. |
6 |
Van Hulzen Asset Management, LLC |
6 |
Hartford Mutual Funds Inc/ct |
6 |
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund |
6 |
Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
6 |
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF |
6 |
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF |
6 |
Core Alternative Capital |
6 |
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF |
6 |
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF |
6 |
Smith Group Asset Management, LLC |
6 |
Icon Advisers Inc/co |
6 |
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund |
6 |
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund |
6 |
Mission Wealth Management, Lp |
6 |
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF |
6 |
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF |
6 |
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF |
6 |
Endurance Wealth Management, Inc. |
6 |
Gerber Kawasaki Wealth & Investment Management |
6 |
Zimmer Partners, LP |
6 |
Intrinsic Edge Capital Management LLC |
6 |
DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A |
6 |
Worth Venture Partners, LLC |
6 |
GNOM - Global X Funds - Global X Genomics & Biotechnology ETF |
6 |
Bridger Management, Llc |
6 |
Wcm Investment Management, Llc |
6 |
Advantage Investment Management, Llc |
6 |
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund |
6 |
Ritholtz Wealth Management |
6 |
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund |
6 |
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares |
6 |
USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
6 |
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF |
6 |
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares |
6 |
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares |
6 |
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
6 |
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares |
6 |
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
6 |
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
6 |
Astrantus Ltd |
6 |
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF |
6 |
SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
6 |
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares |
6 |
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
6 |
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
6 |
GraniteShares Advisors LLC |
6 |
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A |
6 |
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF |
6 |
J.w. Cole Advisors, Inc. |
6 |
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 |
6 |
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
6 |
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I |
6 |
Boulder Hill Capital Management Lp |
6 |
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus |
6 |
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A |
6 |
Amerivest Investment Management LLC |
6 |
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I |
6 |
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares |
6 |
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A |
6 |
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
6 |
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
6 |
Aberdeen Asset Management Plc/uk |
6 |
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class |
6 |
BDO Wealth Advisors, LLC |
6 |
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
6 |
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
6 |
Tfo-tdc, Llc |
6 |
FundVantage Trust - Verplanck Balanced Fund |
6 |
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A |
6 |
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 |
6 |
Decheng Capital Management III (Cayman), LLC |
6 |
Bb&t Investment Services, Inc. |
6 |
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF |
6 |
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
6 |
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
6 |
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF |
6 |
Burney Co/ |
6 |
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A |
6 |
Wahed Invest LLC |
6 |
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
6 |
Sheets Smith Wealth Management |
6 |
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
6 |
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
6 |
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
6 |
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
6 |
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
6 |
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
6 |
Symphony Financial, Ltd. Co. |
6 |
Price Wealth Management, Inc. |
6 |
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF |
6 |
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF |
6 |
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF |
6 |
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund |
6 |
Optimal Asset Management, Inc. |
6 |
Eudaimonia Partners, LLC |
6 |
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
6 |
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
6 |
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
6 |
Aptus Capital Advisors, LLC |
6 |
Robertson Stephens Wealth Management, LLC |
6 |
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
6 |
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
6 |
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
6 |
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
6 |
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
6 |
Virtus ETF Advisers LLC |
6 |
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
6 |
Oliver Lagore Vanvalin Investment Group |
6 |
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF |
6 |
Graypoint LLC |
6 |
Aegon Asset Management Uk Plc |
6 |
HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
6 |
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
6 |
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF |
6 |
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF |
6 |
LGT Group Foundation |
6 |
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
6 |
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
6 |
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
6 |
CQS Cayman LP |
6 |
Fund Management at Engine No. 1 LLC |
6 |
New England Securities Corp /MA/ |
6 |
1620 Investment Advisors, Inc. |
6 |
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
6 |
Gladius Capital Management LP |
6 |
Baader Bank INC |
6 |
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
6 |
Chartwell Investment Partners/pa |
6 |
EKG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Nasdaq Lux Digital Health Solutions ETF |
6 |
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
6 |
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
6 |
Carret Asset Management, Llc |
6 |
BLPIX - Profunds - Bull Profund Investor Class |
6 |
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
6 |
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
6 |
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares |
6 |
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
6 |
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
6 |
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
6 |
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
6 |
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF |
6 |
Ironwood Financial, llc |
6 |
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
6 |
Oaktree Capital Management Lp |
6 |
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund |
6 |
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
6 |
Alexandria Capital, LLC |
6 |
Blackrock Core Bond Trust |
6 |
Us Financial Advisors, Llc |
6 |
Forum Funds |
6 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
6 |
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
6 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service |
6 |
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
6 |
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
6 |
Miura Global Management, LLC |
6 |
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio |
6 |
SHP ETF Trust - NEOS S&P 500(R) High Income ETF |
6 |
Czech National Bank |
6 |
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
6 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
6 |
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
6 |
Norinchukin Bank, The |
6 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I |
6 |
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
6 |
Parsons Capital Management Inc/ri |
6 |
Trifecta Capital Advisors, LLC |
6 |
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A |
6 |
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A |
6 |
GIMFX - GMO TRUST - GMO Implementation Fund |
6 |
ULPIX - Profunds - Ultrabull Profund Investor Class |
6 |
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF |
6 |
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
6 |
Whitebox Advisors Llc |
6 |
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
6 |
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio |
6 |
Archford Capital Strategies, LLC |
6 |
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class |
6 |
Profunds - Profund Vp Large-cap Growth |
6 |
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
6 |
Allianzgi Equity & Convertible Income Fund |
6 |
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
6 |
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
6 |
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
6 |
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
6 |
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
6 |
Allstate Investment Management Co |
6 |
LGT Financial Advisors LLC |
6 |
LVPIX - Profunds - Large-cap Value Profund Investor Class |
6 |
Readystate Asset Management Lp |
6 |
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P |
6 |
361 Capital Llc |
6 |
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class |
6 |
F&C Asset Management plc |
6 |
HHM Wealth Advisors, LLC |
6 |
Virtus Global Dividend & Income Fund Inc. |
6 |
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
6 |
LGPIX - Profunds - Large-cap Growth Profund Investor Class |
6 |
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
6 |
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
6 |
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class |
6 |
ETAHX - MUTUAL FUND SERIES TRUST - Eventide Healthcare & Life Sciences Fund Class A Shares |
6 |
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
6 |
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF |
6 |
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF |
6 |
RVRB - ADVISORS SERIES TRUST - Reverb ETF |
6 |
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF |
6 |
STXV - EA Series Trust - Strive 1000 Value ETF |
6 |
V-Square Quantitative Management LLC |
6 |
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
6 |
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
6 |
25 Llc |
6 |
Reynders McVeigh Capital Management, LLC |
6 |
Tucker Asset Management Llc |
6 |
Vinva Investment Management Ltd |
6 |
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
6 |
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A |
6 |
Asahi Life Asset Management Co., Ltd. |
6 |
PRW Wealth Management LLC |
6 |
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio |
6 |
Artal Group S.A. |
6 |
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
6 |
Vestor Capital, Llc |
6 |
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
6 |
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF |
6 |
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) |
6 |
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
6 |
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
6 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
6 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
6 |
Sensato Investors LLC |
6 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares |
6 |
Clean Yield Group |
6 |
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF |
6 |
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class |
6 |
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A |
6 |
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
6 |
Annis Gardner Whiting Capital Advisors, LLC |
6 |
Qrg Capital Management, Inc. |
6 |
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. |
6 |
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
6 |
Guardian Capital Lp |
6 |
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
6 |
Boston Common Asset Management, LLC |
6 |
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF |
6 |
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
6 |
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF |
6 |
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF |
6 |
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
6 |
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
6 |
Turtle Creek Wealth Advisors, LLC |
6 |
Voya Financial Advisors, Inc. |
6 |
Wbi Investments, Inc. |
6 |
Moody National Bank Trust Division |
6 |
Wetzel Investment Advisors, Inc. |
6 |
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
6 |
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF |
6 |
Tobam |
6 |
Garrett Wealth Advisory Group, LLC |
6 |
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF |
6 |
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional |
6 |
Santa Fe Partners LLC |
6 |
Arete Wealth Advisors, LLC |
6 |
Quilter Plc |
6 |
Ilex Capital Partners (UK) LLP |
6 |
Modera Wealth Management, LLC |
6 |
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
6 |
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class |
6 |
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
6 |
Atlantic Union Bankshares Corp |
6 |
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
6 |
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
6 |
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
6 |
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
6 |
Pineridge Advisors LLC |
6 |
Laffer Investments |
6 |
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
6 |
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
6 |
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
6 |
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
6 |
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
6 |
TrimTabs Asset Management, LLC |
6 |
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
6 |
Sugarloaf Wealth Management, LLC |
6 |
Fulton Bank, N.a. |
6 |
Rock Springs Capital Management LP |
6 |
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF |
6 |
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
6 |
Reynolds Capital Management Llc |
6 |
Mowery & Schoenfeld Wealth Management, LLC |
6 |
Pier Capital, LLC |
6 |
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A |
6 |
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
6 |
Zebra Capital Management LLC |
6 |
PACIFIC SELECT FUND - Equity Index Portfolio Class I |
6 |
PACIFIC SELECT FUND - Developing Growth Portfolio Class I |
6 |
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares |
6 |
Hollencrest Capital Management |
6 |
Global X Japan Co., Ltd. |
6 |
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I |
6 |
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
6 |
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF |
6 |
Hilltop Holdings Inc. |
6 |
West Oak Capital, LLC |
6 |
Pinnacle Associates Ltd |
6 |
Denali Advisors Llc |
6 |
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
6 |
Athena Capital Advisors Llc |
6 |
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class |
6 |
QCM Cayman, Ltd. |
6 |
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class |
6 |
Kestra Investment Management, LLC |
6 |
EHLS - Tidal Trust II - Even Herd Long Short ETF |
6 |
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares |
6 |
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
6 |
Perkins Capital Management Inc |
6 |
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
6 |
MBOVX - M FUND INC - M Large Cap Value Fund |
6 |
Dagco, Inc. |
6 |
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
6 |
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
6 |
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
6 |
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
6 |
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
6 |
BBVA USA Bancshares, Inc. |
6 |
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
6 |
Edge Wealth Management LLC |
6 |
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I |
6 |
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class |
6 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class |
6 |
Senator Investment Group LP |
6 |
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
6 |
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
6 |
Tiedemann Advisors, Llc |
6 |
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class |
6 |
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
6 |
Verus Capital Partners, Llc |
6 |
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
6 |
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF |
6 |
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
6 |
AHIVX - American Century Investment Trust - High Income Fund Investor Class |
6 |
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
6 |
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional |
6 |
Generali Asset Management SPA SGR |
6 |
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
6 |
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A |
6 |
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class |
6 |
Kanaly Trust Co |
6 |
Perkins Coie Trust Co |
6 |
Transce3nd, LLC |
6 |
Quest 10 Wealth Builders, Inc. |
6 |
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
6 |
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
6 |
Duncker Streett & Co Inc |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class |
6 |
Blume Capital Management, Inc. |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
6 |
Fieldview Capital Management, LLC |
6 |
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
6 |
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class |
6 |
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
6 |
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class |
6 |
Freestone Grove Partners LP |
6 |
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund |
6 |
Coatue Management Llc |
6 |
Ibex Investors LLC |
6 |
Alta Advisers Ltd |
6 |
NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
6 |
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
6 |
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
6 |
Marathon Trading Investment Management LLC |
6 |
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
6 |
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
6 |
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
6 |
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
6 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I |
6 |
NSGRX - Northern Funds - Northern Small Cap Core Fund |
6 |
Lansforsakringar Fondforvaltning AB (publ) |
6 |
Thompson Investment Management, Inc. |
6 |
Laurel Wealth Advisors, Inc. |
6 |
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
6 |
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
6 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I |
6 |
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF |
6 |
S-Bank Fund Management Ltd |
6 |
Wealthspire Advisors, LLC |
6 |
Caxton Associates Llp |
6 |
Ransom Advisory, Ltd |
6 |
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
6 |
Great Diamond Partners, LLC |
6 |
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF |
6 |
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
6 |
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund |
6 |
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF |
6 |
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
6 |
L & S Advisors Inc |
6 |
Abn Amro Investment Solutions |
6 |
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
6 |
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund |
6 |
Angelo Gordon & Co., L.p. |
6 |
SG Capital Management LLC |
6 |
Barrett Asset Management, LLC |
6 |
San Francisco Sentry Investment Group (ca) |
6 |
Blackrock Credit Allocation Income Trust |
6 |
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) |
6 |
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class |
6 |
Camden Capital, LLC |
6 |
Delta Lloyd Nv |
6 |
Equitec Specialists, Llc |
6 |
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
6 |
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
6 |
Winton Diversified Opportunities Fund |
6 |
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A |
6 |
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
6 |
Dana Investment Advisors, Inc. |
6 |
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
6 |
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
6 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
6 |
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
6 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
6 |
Chase Investment Counsel Corp |
6 |
Tekla Life Sciences Investors |
6 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii |
6 |
Ogorek Anthony Joseph /ny/ /adv |
6 |
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
6 |
Family Firm, Inc. |
6 |
Tekla Healthcare Opportunities Fund |
6 |
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N |
6 |
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
6 |
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I |
6 |
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
6 |
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
6 |
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
6 |
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 |
6 |
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A |
6 |
Qci Asset Management Inc/ny |
6 |
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
6 |
Rs Investment Management Co Llc |
6 |
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N |
6 |
Bedel Financial Consulting, Inc. |
6 |
CenterStar Asset Management, LLC |
6 |
Squar Milner Financial Services Llc |
6 |
Signition Lp |
6 |
K.J. Harrison & Partners Inc |
6 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC |
6 |
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
6 |
Capital Asset Advisory Services LLC |
6 |
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF |
6 |
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
6 |
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
6 |
Athanor Capital, Lp |
6 |
Beck Bode, LLC |
6 |
Camber Capital Management LP |
6 |
Fort, L.p. |
6 |
Banco de Sabadell, S.A |
6 |
Avestar Capital, LLC |
6 |
Prime Capital Investment Advisors, LLC |
6 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
6 |
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
6 |
Foundry Partners, LLC |
6 |
Harvest Group Wealth Management, Llc |
6 |
Waratah Capital Advisors Ltd. |
6 |
Cupps Capital Management, LLC |
6 |
MML Series Investment Fund II - MML Asset Momentum Fund Class II |
6 |
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
6 |
Iron Financial, LLC |
6 |
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
6 |
Oak Associates Ltd /oh/ |
6 |
Stonehage Fleming Financial Services Holdings Ltd |
6 |
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
6 |
Gyon Technologies Capital Management, LP |
6 |
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
6 |
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 |
6 |
Cowen Prime Services LLC |
6 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
6 |
Patton Fund Management, Inc. |
6 |
Avitas Wealth Management LLC |
6 |
Securian Funds Trust - SFT Index 500 Fund Class 1 |
6 |
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
6 |
Canton Hathaway, LLC |
6 |
Invictus RG Pte. Ltd. |
6 |
Ikos Cif Ltd |
6 |
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
6 |
Stephens Investment Management Group LLC |
6 |
Pinnacle Summer Investments, Inc. |
6 |
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
6 |
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
6 |
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
6 |
Hillhouse Capital Advisors, Ltd. |
6 |
Column Capital Advisors, LLC |
6 |
WealthStone, Inc. |
6 |
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
6 |
Spears Abacus Advisors LLC |
6 |
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
6 |
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
6 |
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF |
6 |
First Eagle Investment Management, LLC |
6 |
Cortina Asset Management, LLC |
6 |
Wetherby Asset Management Inc |
6 |
Capital Research Global Investors |
6 |
Next Century Growth Investors Llc |
6 |
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
6 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio |
6 |
Friess Associates Llc |
6 |
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
6 |
Founders Financial Alliance, LLC |
6 |
Bluefin Capital Management, Llc |
6 |
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
6 |
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
6 |
Ally Bridge Group (NY) LLC |
6 |
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
6 |
Schonfeld Group Holdings LLC |
6 |
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
6 |
Six Circles Trust - Six Circles Credit Opportunities Fund |
6 |
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF |
6 |
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund |
6 |
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf |
6 |
Decade Capital Management Llc |
6 |
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF |
6 |
Index Management Solutions, LLC |
6 |
Congress Asset Management Co /ma |
6 |
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF |
6 |
Beacon Pointe Advisors, LLC |
6 |
Gyl Financial Synergies, Llc |
6 |
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class |
6 |
Allegis Investment Advisors, LLC |
6 |
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
6 |
Cornercap Investment Counsel Inc |
6 |
Sage Mountain Advisors LLC |
6 |
Casdin Capital, LLC |
6 |
Private Ocean, LLC |
6 |
Iguana Healthcare Management, LLC |
6 |
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
6 |
Coastal Capital Group, Inc. |
5 |
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
5 |
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A |
5 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A |
5 |
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A |
5 |
CenterBook Partners LP |
5 |
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I |
5 |
ACSKX - American Century Investment Trust - Short Duration Fund C Class |
5 |
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
5 |
Fort Washington Investment Advisors Inc /oh/ |
5 |
Adviser Investments LLC |
5 |
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
5 |
Surevest, LLC |
5 |
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
5 |
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
5 |
Trust Asset Management LLC |
5 |
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
5 |
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
5 |
Aurora Investment Counsel |
5 |
Bellevue Asset Management, Llc |
5 |
Aristeia Capital Llc |
5 |
Fairfield, Bush & Co. |
5 |
DLD Asset Management, LP |
5 |
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
5 |
Telemark Asset Management, LLC |
5 |
Calamos Global Dynamic Income Fund |
5 |
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
5 |
J. Safra Sarasin Holding AG |
5 |
Mizuho Asset Management Co.,Ltd. |
5 |
Calamos Strategic Total Return Fund |
5 |
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A |
5 |
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares |
5 |
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
5 |
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
5 |
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
5 |
Verdence Capital Advisors LLC |
5 |
Abich Financial Wealth Management LLC |
5 |
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
5 |
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
5 |
Prio Wealth Limited Partnership |
5 |
Dynamic Technology Lab Pte Ltd |
5 |
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund |
5 |
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
5 |
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund |
5 |
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I |
5 |
Segantii Capital Management Ltd |
5 |
Columbia Wanger Asset Management Llc |
5 |
DT Investment Partners, LLC |
5 |
Atlantic Trust, LLC |
5 |
Executive Wealth Management, LLC |
5 |
Sageworth Trust Co |
5 |
Stifel Nicolaus & Co Inc \mo\ |
5 |
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
5 |
QUANTRES ASSET MANAGEMENT Ltd |
5 |
Teton Advisors, Inc. |
5 |
Lenox Wealth Management, Inc. |
5 |
Meridian Wealth Management, LLC |
5 |
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
5 |
N.E.W. Advisory Services LLC |
5 |
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
5 |
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
5 |
FJ Investments, LLC |
5 |
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class |
5 |
WealthTrust-Arizona, LLC |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
5 |
Aua Capital Management, Llc |
5 |
PointState Capital LP |
5 |
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
5 |
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares |
5 |
Maple Securities Usa Inc |
5 |
Zazove Associates Llc |
5 |
Eaton Vance Ltd Duration Income Fund |
5 |
aeris Capital Holding GmbH |
5 |
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares |
5 |
Wrapmanager Inc |
5 |
BCSIX - Brown Capital Management Mutual Funds - The Brown Capital Management Small Company Fund Investor Shares |
5 |
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I |
5 |
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
5 |
Morton Brown Family Wealth, LLC |
5 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio |
5 |
CenturyLink Investment Management Co |
5 |
Meritage Portfolio Management |
5 |
Bfsg, Llc |
5 |
Guardian Life Insurance Co Of America |
5 |
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IA |
5 |
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
5 |
VCAAX - VALIC Co I - Asset Allocation Fund |
5 |
Willingdon Wealth Management |
5 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
5 |
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
5 |
Bbva Usa |
5 |
Industrial Alliance Investment Management Inc. |
5 |
Cumberland Partners Ltd |
5 |
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
5 |
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
5 |
WealthCollab, LLC |
5 |
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
5 |
Mount Lucas Management LP |
5 |
Financial Synergies Wealth Advisors, Inc. |
5 |
Curian Capital Llc |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class |
5 |
Semanteon Capital Management, LP |
5 |
Sittner & Nelson, Llc |
5 |
Nair Vinay |
5 |
Millstone Evans Group, LLC |
5 |
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A |
5 |
Rockbridge Investment Management, LCC |
5 |
ARKG - Ark ETF Trust - ARK Genomic Revolution ETF |
5 |
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
5 |
VVSCX - VALIC Co I - Small Cap Value Fund |
5 |
VSRDX - VALIC Co I - U.S. Socially Responsible Fund |
5 |
VBCVX - VALIC Co I - Systematic Value Fund |
5 |
Atticus Wealth Management, Llc |
5 |
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
5 |
Jackson Square Partners, LLC |
5 |
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
5 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
5 |
Nwq Investment Management Company, Llc |
5 |
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6 |
5 |
CHICAGO TRUST Co NA |
5 |
Blackrock Floating Rate Income Strategies Fund, Inc. |
5 |
Next Financial Holdings |
5 |
Nachman Norwood & Parrott, Inc |
5 |
Tuttle Tactical Management LLC |
5 |
Wunderlich Securities, Inc. |
5 |
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A |
5 |
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
5 |
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
5 |
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A |
5 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II |
5 |
EPG Wealth Management LLC |
5 |
Roble, Belko & Company, Inc |
5 |
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I |
5 |
DRW Securities, LLC |
5 |
DeepCurrents Investment Group LLC |
5 |
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
5 |
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
5 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
5 |
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II |
5 |
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A |
5 |
Arcadia Investment Management Corp/mi |
5 |
Hound Partners, LLC |
5 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II |
5 |
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
5 |
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
5 |
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
5 |
VCBCX - VALIC Co I - Blue Chip Growth Fund |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
5 |
Retirement Planning Co of New England, Inc. |
5 |
KRMA - Global X Funds - Global X Conscious Companies ETF |
5 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
5 |
Duquesne Family Office LLC |
5 |
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
5 |
Exane Derivatives |
5 |
InterOcean Capital Group, LLC |
5 |
Wesbanco Bank Inc |
5 |
Canada Post Corp Registered Pension Plan |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class |
5 |
Global Financial Private Capital, LLC |
5 |
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF |
5 |
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
5 |
Manatuck Hill Partners, LLC |
5 |
Farringdon Capital, Ltd. |
5 |
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
5 |
Leavell Investment Management, Inc. |
5 |
Sax Wealth Advisors, Llc |
5 |
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
5 |
TYNE - Direxion Shares ETF Trust - Direxion Nanotechnology ETF |
5 |
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF |
5 |
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
5 |
HWG Holdings LP |
5 |
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
5 |
Tcg Advisors, Lp |
5 |
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund |
5 |
Claraphi Advisory Network, LLC |
5 |
Pacifica Partners Inc. |
5 |
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares |
5 |
Calton & Associates, Inc. |
5 |
Edmond De Rothschild Asset Management (france) |
5 |
Quantessence Capital LLC |
5 |
Ingalls & Snyder Llc |
5 |
K2 Principal Fund, L.p. |
5 |
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
5 |
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A |
5 |
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
5 |
Folger Hill Asset Management LP |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
5 |
Soleus Capital Management, L.P. |
5 |
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
5 |
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
5 |
Welch & Forbes Llc |
5 |
Deltec Asset Management Llc |
5 |
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
5 |
Krilogy Financial LLC |
5 |
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares |
5 |
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
5 |
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
5 |
Independence Bank of Kentucky |
5 |
Intrust Bank Na |
5 |
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S |
5 |
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares |
5 |
Frontier Wealth Management LLC |
5 |
Legacy Financial Advisors, Inc. |
5 |
Sone Capital Management, LLC |
5 |
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
5 |
Gryphon Financial Partners LLC |
5 |
Ipswich Investment Management Co., Inc. |
5 |
Elequin Capital Lp |
5 |
Meristem Family Wealth, LLC |
5 |
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF |
5 |
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
5 |
Opaleye Management Inc. |
5 |
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund |
5 |
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
5 |
Rice Hall James & Associates, Llc |
5 |
YorkBridge Wealth Partners, LLC |
5 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF |
5 |
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A |
5 |
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
5 |
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I |
5 |
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
5 |
Standard Life Investments LTD |
5 |
Toews Corp /adv |
5 |
SpiderRock Advisors, LLC |
5 |
First National Bank Of Omaha |
5 |
Fosun International Ltd |
5 |
Ford Financial Group, LLC |
5 |
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class |
5 |
Santori & Peters, Inc. |
5 |
Evolution Wealth Advisors, LLC |
5 |
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF |
5 |
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
5 |
RBB FUND, INC. - Adara Smaller Companies Fund |
5 |
Baker Tilly Financial, Llc |
5 |
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
5 |
Hartford Financial Management Inc. |
5 |
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF |
5 |
Parian Global Management LP |
5 |
NewEdge Wealth, LLC |
5 |
Parisi Gray Wealth Management |
5 |
Kaizen Advisory, Llc |
5 |
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
5 |
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
5 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 |
5 |
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A |
5 |
OneAscent Financial Services LLC |
5 |
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
5 |
Groupama Asset Managment |
5 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
5 |
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A |
5 |
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
5 |
Power Corp of Canada |
5 |
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
5 |
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
5 |
Fortem Financial Group, Llc |
5 |
Truewealth Llc |
5 |
City National Bank |
5 |
Lebenthal Asset Management, LLC |
5 |
Highline Wealth Partners Llc |
5 |
Richard Bernstein Advisors LLC |
5 |
Better Money Decisions, LLC |
5 |
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
5 |
Trustmark National Bank Trust Department |
5 |
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
5 |
Country Trust Bank |
5 |
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio |
5 |
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund |
5 |
Dixon Hughes Goodman Wealth Advisors LLC |
5 |
RHJ International SA |
5 |
Castle Wealth Management Llc |
5 |
Seeds Investor Llc |
5 |
Intrua Financial, LLC |
5 |
Cornerstone Wealth Management, LLC |
5 |
Brown Advisory Securities, LLC |
5 |
Rs Investment Trust |
5 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
5 |
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
5 |
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
5 |
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
5 |
NOMIX - Northern Funds - Northern Mid Cap Index Fund |
5 |
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
5 |
Weaver C. Barksdale & Associates, Inc. |
5 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A |
5 |
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
5 |
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
5 |
American Research & Management Co. |
5 |
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF |
5 |
Dai-ichi Life Holdings, Inc. |
5 |
Clearview Wealth Advisors LLC |
5 |
Penobscot Investment Management Company, Inc. |
5 |
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
5 |
Cleararc Capital Inc |
5 |
C WorldWide Group Holding A/S |
5 |
Pfs Investments Inc. |
5 |
Beacon Capital Management, LLC |
5 |
Boston Financial Mangement Llc |
5 |
Cramer Rosenthal Mcglynn Llc |
5 |
Williams Jones Wealth Management, LLC. |
5 |
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
5 |
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
5 |
Weil Company, Inc. |
5 |
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
5 |
Alpine Associates Management Inc. |
5 |
Cable Hill Partners, LLC |
5 |
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
5 |
Accel Wealth Management |
5 |
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio |
5 |
Opus Point Partners Management, LLC |
5 |
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
5 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
5 |
Decatur Capital Management, Inc. |
5 |
Personal Cfo Solutions, Llc |
5 |
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
5 |
Coastline Trust Co |
5 |
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
5 |
VIRS - Pacer Funds Trust - Pacer BioThreat Strategy ETF |
5 |
SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
5 |
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
5 |
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
5 |
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
5 |
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia |
5 |
Cypress Capital Management LLC (WY) |
5 |
Claro Advisors LLC |
5 |
Advisor OS, LLC |
5 |
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
5 |
CNB Bank |
5 |
Dfa Investment Trust Co - The U.s. Large Cap Value Series |
5 |
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV |
5 |
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class |
5 |
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
5 |
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 |
5 |
Dowling & Yahnke Llc |
5 |
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A |
5 |
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF |
5 |
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
5 |
CHURCHILL MANAGEMENT Corp |
5 |
Texas Yale Capital Corp. |
5 |
Royce Value Trust Inc |
5 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
5 |
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
5 |
First Bank & Trust |
5 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 |
5 |
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares |
5 |
Marino, Stram & Associates Llc |
5 |
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares |
5 |
Shinko Asset Management Co., Ltd. |
5 |
Centerpoint Advisors, LLC |
5 |
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
5 |
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class |
5 |
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class |
5 |
YHB Investment Advisors, Inc. |
5 |
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional |
5 |
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
5 |
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
5 |
FPHAX - FIDELITY SELECT PORTFOLIOS - Pharmaceuticals Portfolio |
5 |
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
5 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A |
5 |
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
5 |
Argentus Capital Management, LLC |
5 |
Affinity Asset Advisors, LLC |
5 |
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES |
5 |
NorthCoast Asset Management LLC |
5 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 |
5 |
Perella Weinberg Partners Capital Management LP |
5 |
Compass Wealth Management LLC |
5 |
High Pointe Capital Management Llc |
5 |
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
5 |
Graticule Asia Macro Advisors LLC |
5 |
Clarius Group, LLC |
5 |
Obermeyer Wood Investment Counsel, Lllp |
5 |
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
5 |
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
5 |
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
5 |
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class |
5 |
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
5 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
5 |
Edge Advisors, Llc |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
5 |
Almanack Investment Partners, LLC. |
5 |
AustralianSuper Pty Ltd |
5 |
Mirova |
5 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
5 |
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A |
5 |
Wilbanks Smith & Thomas Asset Management Llc |
5 |
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
5 |
Caitlin John, LLC |
5 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 |
5 |
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares |
5 |
Bangor Savings Bank |
5 |
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
5 |
Addison Advisors LLC |
5 |
Shenkman Capital Management Inc |
5 |
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class |
5 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
5 |
Nantahala Capital Management, LLC |
5 |
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R |
5 |
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A |
5 |
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
5 |
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A |
5 |
Sigma Planning Corp |
5 |
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares |
5 |
Tygh Capital Management, Inc. |
5 |
Winfield Associates, Inc. |
5 |
Gabelli Global Small & Mid Cap Value Trust |
5 |
Brown Capital Management Llc |
5 |
Tikvah Management LLC |
5 |
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares |
5 |
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
5 |
MPS Loria Financial Planners, LLC |
5 |
MML Series Investment Fund II - MML Blend Fund Initial Class |
5 |
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF |
5 |
TIG Advisors, LLC |
5 |
Greenwich Wealth Management LLC |
5 |
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A |
5 |
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF |
5 |
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF |
5 |
Heritage Financial Services, LLC |
5 |
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
5 |
Knuff & Co LLC |
5 |
MDPIX - Profunds - Mid-cap Profund Investor Class |
5 |
Pensionmark Financial Group, Llc |
5 |
Thoroughbred Financial Services, Llc |
5 |
Binnacle Investments Inc |
5 |
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
5 |
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund |
5 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
5 |
Cm Wealth Advisors Llc |
5 |
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF |
5 |
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund |
5 |
Zrc Wealth Management, Llc |
5 |
Martin Currie Ltd |
5 |
Legg Mason Investment Counsel, LLC |
5 |
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class |
5 |
Psagot Value Holdings Ltd. / (Israel) |
5 |
ISAM Funds (UK) Ltd |
5 |
Geneva Advisors, LLC |
5 |
Tdam Usa Inc. |
5 |
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A |
5 |
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
5 |
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund |
5 |
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
5 |
Voleon Capital Management Lp |
5 |
Agf Management Ltd |
5 |
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
5 |
Winton Capital Management Ltd |
5 |
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
5 |
Ascent Group, LLC |
5 |
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares |
5 |
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
5 |
Eastern Bank |
5 |
MLPIX - Profunds - Mid-cap Value Profund Investor Class |
5 |
Copper Rock Capital Partners, LLC |
5 |
R&F Capital Advisors LP |
5 |
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
5 |
Plato Investment Management Ltd |
5 |
LM Advisors LLC |
5 |
ACG Wealth |
5 |
Glg Llc |
5 |
Black Swift Group, LLC |
5 |
Mitsubishi UFJ Securities Holdings Co., Ltd. |
5 |
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
5 |
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund |
5 |
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
5 |
PENN SERIES FUNDS INC - Mid Cap Growth Fund |
5 |
Destination Wealth Management |
5 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
5 |
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC |
5 |
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
5 |
Jump Trading, LLC |
5 |
APBAX - Cavanal Hill Funds - Active Core Fund Investor |
5 |
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A |
5 |
Intact Investment Management Inc. |
5 |
JBF Capital, Inc. |
5 |
Usaa Etf Trust |
5 |
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
5 |
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class |
5 |
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
5 |
Institutional Investment Strategy Fund |
5 |
Atomi Financial Group, Inc. |
5 |
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) |
5 |
Jabre Capital Partners S.A. |
5 |
Rs Variable Products Trust |
5 |
Eaton Vance Tax-managed Buy-write Opportunities Fund |
5 |
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
5 |
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
5 |
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
5 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares |
5 |
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB |
5 |
Signet Financial Management, Llc |
5 |
Exxonmobil Investment Management Inc /tx |
5 |
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
5 |
Bard Associates Inc |
5 |
Hamilton Lane Advisors Llc |
5 |
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF |
5 |
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
5 |
SYSTM Wealth Solutions LLC |
5 |
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
5 |
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
5 |
Leuthold Group, Llc |
5 |
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF |
5 |
Brandywine Managers, Llc |
5 |
Equitable Trust Co |
5 |
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
5 |
Personal Capital Advisors Corp |
5 |
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
5 |
Peapack Gladstone Financial Corp |
5 |
Oddo Bhf Asset Management Sas |
5 |
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
5 |
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio |
5 |
Profunds - Profund Vp Mid-cap Value |
5 |
Marsico Capital Management Llc |
5 |
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
5 |
Headinvest, Llc |
5 |
Spdr S&p Midcap 400 Etf Trust |
5 |
Oppenheimer Etf Trust |
5 |
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
5 |
Profunds - Profund Vp Mid-cap Growth |
5 |
Mariner Wealth Advisors-NYC, LLC |
5 |
Profunds - Profund Vp Ultramid-cap |
5 |
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
5 |
Tyers Asset Management LLC |
5 |
Abundance Wealth Counselors |
5 |
Empirical Asset Management, LLC |
5 |
WestEnd Advisors, LLC |
5 |
Portside Wealth Group, LLC |
5 |
Findlay Park Partners LLP |
5 |
Acuitas Investments, LLC |
5 |
Mendota Financial Group, LLC |
5 |
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
5 |
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
5 |
Shine Investment Advisory Services Inc |
5 |
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
5 |
New America High Income Fund Inc |
5 |
Horan Securities, Inc. |
5 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares |
5 |
Redwood Wealth Management Group, LLC |
5 |
MGPIX - Profunds - Mid-cap Growth Profund Investor Class |
5 |
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
5 |
QQQS - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Future Gen 200 ETF |
5 |
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
5 |
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF |
5 |
VitalStone Financial, LLC |
5 |
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
5 |
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF |
5 |
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
5 |
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
5 |
Gdl Fund |
5 |
BRUFX - Bruce Fund Inc - Bruce Fund |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I |
5 |
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
5 |
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
5 |
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
5 |
Moisand Fitzgerald Tamayo, LLC |
5 |
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I |
5 |
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
5 |
Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
5 |
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares |
5 |
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
5 |
Pictet & Cie (Europe) SA |
5 |
NJ State Employees Deferred Compensation Plan |
5 |
Cambiar Investors Llc |
5 |
AVCIX - American Century Variable Portfolios Inc - Vp Capital Appreciation Fund Class I |
5 |
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A |
5 |
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
5 |
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF |
5 |
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
5 |
HBK Sorce Advisory LLC |
5 |
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
5 |
Chilton Investment Co Llc |
5 |
State Farm Mutual Automobile Insurance Co |
5 |
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
5 |
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A |
5 |
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF |
5 |
Dynamic Capital Management Ltd |
5 |
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF |
5 |
Meiji Yasuda Life Insurance Co |
5 |
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
5 |
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund |
5 |
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
5 |
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
5 |
New Age Alpha Advisors, LLC |
5 |
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
5 |
Visionary Asset Management, Inc. |
5 |
Vaughan Nelson Investment Management, L.p. |
5 |
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF |
5 |
Norden Group Llc |
5 |
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
5 |
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF |
5 |
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
5 |
Costello Asset Management, INC |
5 |
Kera Capital Partners, Inc. |
5 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
5 |
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A |
5 |
Ascend Capital, Llc |
5 |
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
5 |
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
5 |
Howard Hughes Medical Institute |
5 |
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
5 |
RFG Advisory, LLC |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
5 |
Easterly Investment Partners Llc |
5 |
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
5 |
NEOS Investment Management LLC |
5 |
Hanson & Doremus Investment Management |
5 |
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares |
5 |
Douglass Winthrop Advisors, LLC |
5 |
AlphaStar Capital Management, LLC |
5 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio |
5 |
BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K |
5 |
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
5 |
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A |
5 |
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
5 |
Indaba Capital Management, L.P. |
5 |
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF |
5 |
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. |
5 |
UMPIX - Profunds - Ultramid-cap Profund Investor Class |
5 |
PFS Partners, LLC |
5 |
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares |
5 |
Brant Point Investment Management Llc |
5 |
Burns Matteson Capital Management, LLC |
5 |
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
5 |
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
5 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
5 |
Cypress Capital Group |
5 |
Ibex Wealth Advisors |
5 |
Planning Capital Management Corp |
5 |
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial |
5 |
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
5 |
VCSMX - VALIC Co I - Small Cap Fund |
5 |
Opseu Pension Plan Trust Fund |
5 |
Meritage Group LP |
5 |
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class |
5 |
BSW Wealth Partners |
5 |
Southpoint Capital Advisors LP |
5 |
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares |
5 |
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF |
5 |
Strategic Wealth Advisors Group, LLC |
5 |
Peregrine Capital Management Llc |
5 |
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
5 |
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A |
5 |
McElhenny Sheffield Capital Management, LLC |
5 |
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF |
5 |
Blackrock Floating Rate Income Trust |
5 |
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND |
5 |
Aureus Asset Management, LLC |
5 |
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
5 |
PFG Private Wealth Management, LLC |
5 |
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF |
5 |
Blackrock Multi-sector Income Trust |
5 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
5 |
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
5 |
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
5 |
Foster Dykema Cabot & Partners, Llc |
5 |
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
5 |
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
5 |
TCTC Holdings, LLC |
5 |
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
5 |
D'Orazio & Associates, Inc. |
5 |
Tradewinds Capital Management, LLC |
5 |
Altfest L J & Co Inc |
5 |
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
5 |
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
5 |
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
5 |
HEAL - Global X Funds - Global X Telemedicine & Digital Health ETF |
5 |
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
5 |
Delta Lloyd Asset Management N.v. |
5 |
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares |
5 |
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF |
5 |
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T |
5 |
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class |
5 |
Lmcg Investments, Llc |
5 |
Clough Global Equity Fund |
5 |
Clough Global Dividend & Income Fund |
5 |
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund |
5 |
Clough Global Opportunities Fund |
5 |
Context Capital Management, LLC |
5 |
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. |
5 |
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund |
5 |
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
5 |
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
5 |
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class |
5 |
VMIDX - VALIC Co I - Mid Cap Index Fund |
5 |
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 |
5 |
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund |
5 |
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A |
5 |
Allred Capital Management, LLC |
5 |
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
5 |
Eagle Health Investments LP |
5 |
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
4 |
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
4 |
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
4 |
Varma Mutual Pension Insurance Co |
4 |
RIBIX - RBC FUNDS TRUST - RBC Impact Bond Fund Class I |
4 |
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
4 |
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares |
4 |
Cardan Capital Partners, LLC |
4 |
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class |
4 |
Stonehage Fleming (uk) Ltd |
4 |
Myriad Asset Management Ltd. |
4 |
Kellner Capital, LLC |
4 |
WFA of San Diego, LLC |
4 |
Authentikos Wealth Advisory, LLC |
4 |
DSAM Partners (London) Ltd |
4 |
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
4 |
ProVise Management Group, LLC |
4 |
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund |
4 |
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class |
4 |
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
4 |
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional |
4 |
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF |
4 |
Perkins Investment Management, LLC |
4 |
Fifth Third Wealth Advisors LLC |
4 |
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
4 |
DFCIX - Delaware Group Equity Funds Iv - Delaware Smid Cap Growth Fund Class A |
4 |
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund |
4 |
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
4 |
RiverFront Investment Group, LLC |
4 |
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y |
4 |
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) |
4 |
Legacy Capital Group California, Inc. |
4 |
Emerald Investment Partners, Llc |
4 |
Avalon Trust Co |
4 |
White Pine Capital Llc |
4 |
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
4 |
Frank, Rimerman Advisors LLC |
4 |
Oppenheimer Variable Account Funds |
4 |
Ausdal Financial Partners, Inc. |
4 |
Pine Valley Investments Ltd Liability Co |
4 |
BML Capital Management, LLC |
4 |
Keel Point, LLC |
4 |
High Point Bank & Trust Co |
4 |
Concert Wealth Management Inc. |
4 |
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
4 |
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A |
4 |
Eaton Vance Tax-advantaged Bond & Option Strategies Fund |
4 |
Cadian Capital Management, Lp |
4 |
Safeguard Investment Advisory Group, LLC |
4 |
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
4 |
Empower Advisory Group, LLC |
4 |
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares |
4 |
NinePointTwo Capital |
4 |
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 |
4 |
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
4 |
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A |
4 |
CTC Alternative Strategies, Ltd. |
4 |
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A |
4 |
Oarsman Capital, Inc. |
4 |
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A |
4 |
BGSSX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Stewardship Equities Fund Institutional Class |
4 |
Tejara Capital Ltd |
4 |
Beaconlight Capital, Llc |
4 |
Mint Tower Capital Management B.V. |
4 |
Impact Partnership Wealth, LLC |
4 |
BPESX - BAILLIE GIFFORD FUNDS - Baillie Gifford Positive Change Equities Fund Institutional Class |
4 |
Kingsview Wealth Management, LLC |
4 |
Braun Stacey Associates Inc |
4 |
Waldron Private Wealth LLC |
4 |
FWD - AB Active ETFs, Inc. - AB Disruptors ETF |
4 |
Nemes Rush Group LLC |
4 |
EULAV Asset Management |
4 |
Kingswood Wealth Advisors, Llc |
4 |
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class |
4 |
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
4 |
Cassaday & Co Wealth Management LLC |
4 |
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
4 |
One Capital Management, LLC |
4 |
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
4 |
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
4 |
New England Capital Financial Advisors LLC |
4 |
Profunds - Profund Vp Industrials |
4 |
GM Advisory Group, Inc. |
4 |
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
4 |
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class |
4 |
Thomas White International Ltd |
4 |
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I |
4 |
DecisionPoint Financial, LLC |
4 |
Silvant Capital Management LLC |
4 |
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
4 |
SCIU - Global X Funds - Global X Scientific Beta US ETF |
4 |
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
4 |
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
4 |
Fidelis Capital Partners, LLC |
4 |
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class |
4 |
Americana Partners, LLC |
4 |
Greenwood Capital Associates Llc |
4 |
Berkshire Capital Holdings Inc |
4 |
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C |
4 |
Arlington Trust Co LLC |
4 |
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A |
4 |
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
4 |
Westend Capital Management LLC |
4 |
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
4 |
FMED - FIDELITY COVINGTON TRUST - Fidelity Disruptive Medicine ETF |
4 |
Pittenger & Anderson Inc |
4 |
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A |
4 |
Allen Investment Management LLC |
4 |
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A |
4 |
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
4 |
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
4 |
Financiere des Professionnels - Fonds d,investissement inc. |
4 |
Western Wealth Management, LLC |
4 |
Edge Capital Group, LLC |
4 |
Rice Partnership, LLC |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund |
4 |
Lumina Fund Management LLC |
4 |
Gofen & Glossberg Llc /il/ |
4 |
Grandeur Peak Global Advisors, LLC |
4 |
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A |
4 |
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I |
4 |
Stanford Investment Group, Inc. |
4 |
Nippon Life Insurance Co |
4 |
Mariner Investment Group Llc |
4 |
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 |
4 |
Silverback Asset Management Llc |
4 |
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF |
4 |
Putnam ETF Trust - Putnam BioRevolution ETF - |
4 |
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
4 |
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
4 |
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
4 |
SlateStone Wealth, LLC |
4 |
J.Safra Asset Management Corp |
4 |
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. |
4 |
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class |
4 |
Schechter Investment Advisors, LLC |
4 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
4 |
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
4 |
Valued Wealth Advisors LLC |
4 |
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A |
4 |
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
4 |
Sepio Capital, LP |
4 |
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio |
4 |
Piper Sandler & Co. |
4 |
Fairpointe Capital LLC |
4 |
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
4 |
Trust Point Inc. |
4 |
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A |
4 |
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
4 |
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
4 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
4 |
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
4 |
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
4 |
Beacon Investment Advisory Services, Inc. |
4 |
F/M Investments LLC |
4 |
Braun-Bostich & Associates Inc. |
4 |
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
4 |
Gables Capital Management Inc. |
4 |
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
4 |
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A |
4 |
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
4 |
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF |
4 |
Generation Investment Management Llp |
4 |
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
4 |
Fortis Capital Management LLC |
4 |
Mangrove Partners |
4 |
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
4 |
Allianzgi Convertible & Income Fund |
4 |
Allianzgi Convertible & Income Fund Ii |
4 |
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I |
4 |
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A |
4 |
Gilliland Jeter Wealth Management LLC |
4 |
Unique Wealth Strategies, LLC |
4 |
Tri-continental Corp |
4 |
Engine No. 1 Llc |
4 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional |
4 |
AJOVista, LLC |
4 |
Altium Wealth Management LLC |
4 |
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A |
4 |
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares |
4 |
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
4 |
PBE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Biotechnology & Genome ETF |
4 |
Gladstone Institutional Advisory LLC |
4 |
Advisors Capital Management, LLC |
4 |
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund |
4 |
WUSAX - WANGER ADVISORS TRUST - Wanger USA |
4 |
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund |
4 |
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
4 |
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
4 |
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares |
4 |
Tidemark, LLC |
4 |
Frazier Financial Advisors, LLC |
4 |
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A |
4 |
AlphaMark Advisors, LLC |
4 |
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund |
4 |
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund |
4 |
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio |
4 |
Bruce & Co., Inc. |
4 |
Financial Enhancement Group LLC |
4 |
Signal Advisors Wealth, LLC |
4 |
Great Valley Advisor Group, Inc. |
4 |
Atlanta Capital Management Co L L C |
4 |
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A |
4 |
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
4 |
Dynamic Wealth Strategies, LLC |
4 |
Harvey Investment Co Llc |
4 |
Cavalier Investments, LLC |
4 |
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R |
4 |
Financial Network Wealth Advisors LLC |
4 |
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
4 |
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV |
4 |
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
4 |
Triasima Portfolio Management inc. |
4 |
Southeast Asset Advisors Inc. |
4 |
Greenline Partners, LLC |
4 |
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
4 |
ADAR1 Capital Management, LLC |
4 |
Center for Financial Planning, Inc. |
4 |
Torno Capital, Llc |
4 |
Exome Asset Management LLC |
4 |
FDO Partners, LLC |
4 |
Minichmacgregor Wealth Management, Llc |
4 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 |
4 |
Oberweis Asset Management Inc/ |
4 |
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
4 |
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
4 |
Aspect Partners, LLC |
4 |
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A |
4 |
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares |
4 |
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA |
4 |
Motley Fool Asset Management LLC |
4 |
Long Island Wealth Management, Inc. |
4 |
Portolan Capital Management, LLC |
4 |
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
4 |
MSVDX - MORGAN STANLEY INSTITUTIONAL FUND INC - Vitality Portfolio Class I |
4 |
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity |
4 |
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity |
4 |
Sivia Capital Partners, LLC |
4 |
Voisard Asset Management Group, Inc. |
4 |
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
4 |
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
4 |
Jump Trading, Llc |
4 |
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA |
4 |
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A |
4 |
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
4 |
Forte Capital Llc /adv |
4 |
ARS Investment Partners, LLC |
4 |
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
4 |
SILVER OAK SECURITIES, Inc |
4 |
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class |
4 |
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class |
4 |
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF |
4 |
Unigestion Holding SA |
4 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A |
4 |
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A |
4 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
4 |
Ables, Iannone, Moore & Associates, Inc. |
4 |
My Personal CFO, LLC |
4 |
FEDERATED CORE TRUST - High Yield Bond Portfolio |
4 |
Becker Capital Management Inc |
4 |
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 |
4 |
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class |
4 |
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
4 |
High Net Worth Advisory Group LLC |
4 |
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
4 |
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A |
4 |
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF |
4 |
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
4 |
John Hancock Hedged Equity & Income Fund |
4 |
Tradeworx Inc. |
4 |
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
4 |
Park National Corp /oh/ |
4 |
Syverson Strege & Co |
4 |
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
4 |
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
4 |
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A |
4 |
Stock Yards Bank & Trust Co |
4 |
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
4 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
4 |
Fairway Wealth LLC |
4 |
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
4 |
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I |
4 |
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF |
4 |
True Link Financial Advisors, LLC |
4 |
EWG Elevate Inc. |
4 |
Mediolanum International Funds Ltd |
4 |
Masters Capital Management Llc |
4 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A |
4 |
Handelsinvest Investeringsforvaltning |
4 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
4 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
4 |
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares |
4 |
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
4 |
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF |
4 |
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class |
4 |
Pflug Koory, LLC |
4 |
New Covenant Trust Company, N.A. |
4 |
Transamerica Partners Funds Group Ii |
4 |
Birchview Capital, LP |
4 |
Gen-Wealth Partners Inc |
4 |
Condor Capital Management |
4 |
Trellus Management Company, LLC |
4 |
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
4 |
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
4 |
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
4 |
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I |
4 |
Siena Capital Llc |
4 |
Connor Clark & Lunn Investment Management Ltd |
4 |
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
4 |
United Asset Strategies, Inc. |
4 |
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class |
4 |
Transamerica Partners Funds Group |
4 |
Biondo Investment Advisors, LLC |
4 |
Shilanski & Associates, Inc. |
4 |
Resolute Advisors LLC |
4 |
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
4 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 |
4 |
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV |
4 |
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
4 |
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A |
4 |
Brown, Lisle/cummings, Inc. |
4 |
De Burlo Group Inc |
4 |
Lynx Investment Advisory |
4 |
Tamarack Capital Management, LLC |
4 |
Trust Co Of Toledo Na /oh/ |
4 |
Northeast Financial Consultants Inc |
4 |
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 |
4 |
Strategic Capital Group LLC |
4 |
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
4 |
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
4 |
AlphaCentric Advisors LLC |
4 |
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
4 |
Tang Capital Management Llc |
4 |
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
4 |
UBIO - PROSHARES TRUST - ProShares UltraPro Nasdaq Biotechnology |
4 |
Kovack Advisors, Inc. |
4 |
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
4 |
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class |
4 |
Livingston Group Asset Management CO (operating as Southport Capital Management) |
4 |
Mission Creek Capital Partners, Inc. |
4 |
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
4 |
Equitable Holdings, Inc. |
4 |
Legg Mason Investment Counsel & Trust Co., N.A. |
4 |
Consonance Capital Management LP |
4 |
EFG Asset Management (North America) Corp. |
4 |
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A |
4 |
Sand Grove Capital Management LLP |
4 |
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class |
4 |
Veracity Capital LLC |
4 |
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF |
4 |
Arlington Partners LLC |
4 |
Valmark Advisers, Inc. |
4 |
New England Research & Management, Inc. |
4 |
Orbis Allan Gray Ltd |
4 |
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares |
4 |
Needham Investment Management Llc |
4 |
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
4 |
Crestwood Advisors Group LLC |
4 |
Platte River Capital LLC |
4 |
Kent Lake Capital LLC |
4 |
Zullo Investment Group, Inc. |
4 |
Invenomic Capital Management LP |
4 |
Tiemann Investment Advisors, Llc |
4 |
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund |
4 |
Pinnacle Financial Partners Inc |
4 |
AllSquare Wealth Management LLC |
4 |
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
4 |
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
4 |
ORG Wealth Partners, LLC |
4 |
Thor Advisors, Llc |
4 |
Mengis Capital Management, Inc. |
4 |
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF |
4 |
Tilia Fiduciary Partners, Inc. |
4 |
Munder Capital Management |
4 |
Dymon Asia Capital (singapore) Pte. Ltd. |
4 |
Zurich Insurance Group Ltd/FI |
4 |
Advanced Series Trust - Ast Small-cap Value Portfolio |
4 |
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
4 |
Synergy Financial Management, LLC |
4 |
Twin Capital Management Inc |
4 |
Highlander Capital Management, LLC |
4 |
Yakira Capital Management, Inc. |
4 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
4 |
Atika Capital Management LLC |
4 |
Prosight Management, LP |
4 |
Nbt Bank N A /ny |
4 |
MCGAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Growth A |
4 |
Onefund, Llc |
4 |
Fort Pitt Capital Group, Llc |
4 |
Evermay Wealth Management Llc |
4 |
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF |
4 |
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
4 |
Royce Micro-cap Trust, Inc /md/ |
4 |
Arabesque Asset Management Ltd |
4 |
Delphia (USA) Inc. |
4 |
Wilmington Trust Investment Management, LLC |
4 |
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V |
4 |
CR Intrinsic Investors, LLC |
4 |
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF |
4 |
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF |
4 |
Resources Management Corp /ct/ /adv |
4 |
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
4 |
Wright Investors Service Inc |
4 |
Fiduciary Trust Co |
4 |
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB |
4 |
Avidian Wealth Solutions, LLC |
4 |
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
4 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB |
4 |
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
4 |
Mountain Capital Investment Advisors, Inc |
4 |
Quinn Opportunity Partners LLC |
4 |
Sender Co & Partners, Inc. |
4 |
Ferris Capital, Llc |
4 |
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB |
4 |
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB |
4 |
Blueprint Investment Partners LLC |
4 |
Harvest Investment Services, LLC |
4 |
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF |
4 |
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
4 |
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
4 |
Liberty All Star Growth Fund Inc. |
4 |
MFCPX - M FUND INC - M Capital Appreciation Fund |
4 |
Arcadia Investment Advisors Llc |
4 |
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund |
4 |
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
4 |
Thompson Rubinstein Investment Management Inc /or/ |
4 |
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
4 |
Community Bank, N.A. |
4 |
S&co Inc |
4 |
Tiaa, Fsb |
4 |
TCG Advisory Services, LLC |
4 |
Altus Wealth Group LLC |
4 |
Eminence Capital, Lp |
4 |
Thornburg Investment Management Inc |
4 |
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
4 |
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. |
4 |
Piermont Capital Management LLC |
4 |
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
4 |
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class |
4 |
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class |
4 |
D L Carlson Investment Group Inc |
4 |
Sandhill Capital Partners LLC |
4 |
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF |
4 |
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class |
4 |
ASIHX - American Century Investment Trust - Strategic Income Fund C Class |
4 |
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
4 |
Geneva Partners, LLC |
4 |
SRB Corp |
4 |
Bridgewater Advisors Inc. |
4 |
Dakota Wealth Management |
4 |
Alpine Woods Capital Investors, Llc |
4 |
Privium Fund Management (UK) Ltd |
4 |
Brave Asset Management Inc |
4 |
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
4 |
HYLD - Exchange Listed Funds Trust - High Yield ETF |
4 |
Virtus Global Multi-sector Income Fund |
4 |
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
4 |
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
4 |
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares |
4 |
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A |
4 |
Vanguard Specialized Funds |
4 |
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A |
4 |
Ruggie Capital Group |
4 |
Horizon Kinetics Asset Management Llc |
4 |
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
4 |
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund |
4 |
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
4 |
Cooper Financial Group |
4 |
Sonen Capital LLC |
4 |
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II |
4 |
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
4 |
Horizon Kinetics LLC |
4 |
Aquila Investment Management LLC |
4 |
Privium Fund Management B.V. |
4 |
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
4 |
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
4 |
Murphy & Mullick Capital Management Corp |
4 |
Pure Financial Advisors, Inc. |
4 |
Shepherd Kaplan Krochuk, Llc |
4 |
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
4 |
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
4 |
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund |
4 |
Landsberg, Bennett, & Dubbaneh LLC |
4 |
SkyOak Wealth, LLC |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class |
4 |
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
4 |
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares |
4 |
Sagespring Wealth Partners, Llc |
4 |
Stoneridge Investment Partners Llc |
4 |
ACVF - ETF Opportunities Trust - American Conservative Values ETF |
4 |
Knights of Columbus Asset Advisors LLC |
4 |
AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
4 |
Cribstone Capital Management, LLC |
4 |
Raiffeisen Bank International AG |
4 |
Capital Advisors Inc/ok |
4 |
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF |
4 |
Mufg Securities Americas Inc. |
4 |
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
4 |
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P |
4 |
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H |
4 |
Dudley & Shanley, Inc. |
4 |
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class |
4 |
Human Investing LLC |
4 |
Winch Advisory Services, LLC |
4 |
Insight Capital Research & Management Inc |
4 |
Financial Counselors Inc |
4 |
Integral Derivatives, LLC |
4 |
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
4 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 |
4 |
B & T Capital Management DBA Alpha Capital Management |
4 |
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
4 |
Hayden Royal, Llc |
4 |
MSSGX - MORGAN STANLEY INSTITUTIONAL FUND INC - Inception Portfolio CLASS I |
4 |
Foster Dykema Cabot & Co Inc/ma |
4 |
Global X Management CO LLC |
4 |
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
4 |
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio |
4 |
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund |
4 |
Fourth Dimension Wealth, LLC |
4 |
Vega Investment Solutions |
4 |
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES |
4 |
TD Securities (USA) LLC |
4 |
Fayez Sarofim & Co |
4 |
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
4 |
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
4 |
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI |
4 |
ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
4 |
NSRIX - Northern Funds - Northern Global Sustainability Index Fund |
4 |
Strategic Blueprint, LLC |
4 |
Omnia Family Wealth, LLC |
4 |
Cai Capital Management, Inc. |
4 |
Riverwater Partners LLC |
4 |
Banco BTG Pactual S.A. |
4 |
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV |
4 |
NOBOX - Northern Funds - Northern Bond Index Fund |
4 |
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF |
4 |
First PREMIER Bank |
4 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
4 |
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF |
4 |
Havens Advisors Llc |
4 |
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF |
4 |
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 |
4 |
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 |
4 |
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I |
4 |
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
4 |
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia |
4 |
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
4 |
EFG Asset Management (Americas) Corp. |
4 |
Knowledge Leaders Capital, LLC |
4 |
Deseret Mutual Benefit Administrators |
4 |
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I |
4 |
TINY - PROSHARES TRUST - ProShares Nanotechnology ETF |
4 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I |
4 |
Bellwether Investment Group, LLC |
4 |
Bristlecone Advisors, LLC |
4 |
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
4 |
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF |
4 |
Ashford Capital Management Inc |
4 |
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
4 |
Advent Claymore Convertible Securities & Income Fund |
4 |
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF |
4 |
Zions Bancorporation, National Association /ut/ |
4 |
Kms Financial Services, Inc |
4 |
Wintrust Investments Llc |
4 |
Kings Point Capital Management |
4 |
Transamerica Financial Advisors, Inc. |
4 |
Omni Partners Llp |
4 |
Symmetry Peak Management Llc |
4 |
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
4 |
SummitTX Capital, L.P. |
4 |
John G Ullman & Associates Inc |
4 |
Moody Aldrich Partners Llc |
4 |
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A |
4 |
Acuta Capital Partners, Llc |
4 |
EVNT - AltShares Trust - AltShares Event-Driven ETF |
4 |
Hartford Series Fund Inc |
4 |
Peregrine Asset Advisers, Inc. |
4 |
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
4 |
Otter Creek Advisors, LLC |
4 |
Strategic Global Advisors, LLC |
4 |
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
4 |
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A |
4 |
Armbruster Capital Management, Inc. |
4 |
Intellectus Partners, LLC |
4 |
IronBridge Capital Management LP |
4 |
Marshall Financial Group LLC |
4 |
First Financial Corp /in/ |
4 |
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
4 |
VSR Financial Services, Inc. |
4 |
Ratan Capital Management LP |
4 |
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
4 |
AllianzGI Artificial Intelligence & Technology Opportunities Fund |
4 |
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund |
4 |
Institute for Wealth Management, LLC. |
4 |
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy |
4 |
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
4 |
Willow Creek Wealth Management Inc. |
4 |
NFDAX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Sectors Fund Class A Shares |
4 |
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class |
4 |
Marathon Capital Management |
4 |
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
4 |
Perpetual Investment Management Ltd |
4 |
Baird Robert W & Co Inc /wi/ |
4 |
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
4 |
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund |
4 |
Supplemental Annuity Collective Trust of NJ |
4 |
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
4 |
STFBX - Advisers Investment Trust - State Farm Balanced Fund |
4 |
Provenance Wealth Advisors, LLC |
4 |
Jnl Series Trust - Jnl/s&p 4 Fund (a) |
4 |
Sphera Funds Management Ltd. |
4 |
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
4 |
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund |
4 |
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
4 |
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A |
4 |
Mizuho Securities Usa Llc |
4 |
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) |
4 |
Hall Laurie J Trustee |
4 |
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class |
4 |
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
4 |
Point72 Europe (London) LLP |
4 |
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A |
4 |
Canandaigua National Bank & Trust Co |
4 |
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF |
4 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio |
4 |
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF |
4 |
Strategic Investment Advisors / MI |
4 |
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
4 |
BOK Financial Private Wealth, Inc. |
4 |
Old Mission Capital, Llc |
4 |
Park Avenue Institutional Advisers LLC |
4 |
JGP Global Gestao de Recursos Ltda. |
4 |
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
4 |
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) |
4 |
Carleon Capital Partners LLC |
4 |
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
4 |
WealthTrust Fairport, LLC |
4 |
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
4 |
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
4 |
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A |
4 |
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF |
4 |
Granite Point Capital Management, L.P. |
4 |
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
4 |
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
4 |
Putnam Fl Investment Management Co |
4 |
Gw Henssler & Associates Ltd |
4 |
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
4 |
VSSGX - VALIC Co I - Small-Mid Growth Fund |
4 |
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares |
4 |
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF |
4 |
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
4 |
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I |
4 |
Geller Advisors LLC |
4 |
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
4 |
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
4 |
CFS Investment Advisory Services, LLC |
4 |
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA |
4 |
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
4 |
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
4 |
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF |
4 |
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
4 |
Linscomb & Williams, Inc. |
4 |
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
4 |
Rathbone Brothers plc |
4 |
Morningstar Investment Services LLC |
4 |
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio |
4 |
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF |
4 |
Balasa Dinverno & Foltz Llc |
4 |
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF |
4 |
Ashfield Capital Partners, LLC |
4 |
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 |
4 |
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
4 |
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
4 |
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
4 |
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF |
4 |
Bridges Investment Management Inc |
4 |
Marks Group Wealth Management, Inc |
4 |
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
4 |
Jag Capital Management, Llc |
4 |
Mine & Arao Wealth Creation & Management, LLC. |
4 |
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF |
4 |
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A |
4 |
Harding Loevner Lp |
4 |
ICICI Prudential Asset Management Co Ltd |
4 |
Cordatus Wealth Management LLC |
4 |
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N |
4 |
PartnerRe Asset Management CORP |
4 |
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
4 |
PNC Managed Account Solutions, Inc. |
4 |
Vanguard Morgan Growth Fund |
4 |
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 |
4 |
First Pacific Financial |
4 |
FSA Wealth Management LLC |
4 |
ARKK - Ark ETF Trust - ARK Innovation ETF |
4 |
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
4 |
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
4 |
Cheyne Capital Management (UK) LLP |
4 |
VVSGX - VALIC Co I - Small Cap Growth Fund |
4 |
Berkley W R Corp |
4 |
Clarkston Capital Partners, LLC |
4 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I |
4 |
Essex Savings Bank |
4 |
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
4 |
VIOPX - VALIC Co I - International Opportunities Fund |
4 |
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
4 |
AMG National Trust Bank |
4 |
Polianta Ltd |
4 |
Nuveen Fund Advisors, LLC |
4 |
Clearline Capital LP |
4 |
Vantage Investment Advisors, LLC |
4 |
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
4 |
Mark Sheptoff Financial Planning, Llc |
4 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I |
4 |
Board of Trustees of The Leland Stanford Junior University |
4 |
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF |
4 |
Balter Liquid Alternatives, LLC |
4 |
Caldwell Securities, Inc |
4 |
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
4 |
HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class |
4 |
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
4 |
Pentwater Capital Management LP |
4 |
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class |
4 |
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
4 |
Arcus Capital Partners, LLC |
4 |
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
4 |
Ten Capital Wealth Advisors, LLC |
4 |
Heritage Wealth Management, Llc |
4 |
Marco Investment Management Llc |
4 |
Johnson Investment Counsel Inc |
4 |
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF |
4 |
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
4 |
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF |
4 |
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
4 |
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF |
4 |
Griffin Asset Management, Inc. |
4 |
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional |
4 |
RPg Family Wealth Advisory, LLC |
4 |
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund |
4 |
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L |
4 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
4 |
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
4 |
TriaGen Wealth Management LLC |
4 |
RWC Asset Management LLP |
4 |
Euclid Advisors LLC |
4 |
Lee Danner & Bass Inc |
4 |
Adirondack Trust Co |
4 |
Clarus Wealth Advisors |
4 |
AdvisorShares Investments LLC |
4 |
Tributary Capital Management, LLC |
4 |
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S |
4 |
JS Capital Management LLC |
4 |
Strategy Asset Managers Llc |
4 |
FNY Partners Fund LP |
4 |
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 |
4 |
BlackRock Innovation & Growth Trust |
4 |
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
4 |
BRC Investment Management LLC |
4 |
Jackson, Grant Investment Advisers, Inc. |
4 |
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares |
4 |
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class |
4 |
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio |
4 |
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio |
4 |
Arjuna Capital |
4 |
Osterweis Capital Management Inc |
4 |
KAMES CAPITAL plc |
4 |
FBT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NYSE Arca Biotechnology Index Fund |
4 |
Investment House Llc |
4 |
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
4 |
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A |
4 |
Mirador Capital Partners LP |
4 |
Stonnington Group, Llc |
4 |
Symmetry Investments LP |
4 |
Kalos Management, Inc. |
4 |
Koss-Olinger Consulting, LLC |
4 |
Governors Lane LP |
4 |
Wellington Shields & Co., LLC |
4 |
Wellington Shields Capital Management, LLC |
4 |
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 |
4 |
Atlas Private Wealth Advisors |
4 |
Copeland Capital Management, LLC |
4 |
Icon Wealth Partners, LLC |
4 |
Westport Resources Management Inc |
4 |
Investors Research Corp |
4 |
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class |
4 |
Clarfeld Financial Advisors, Llc |
4 |
Skye Global Management LP |
4 |
Washington Capital Management Inc |
4 |
Timpani Capital Management LLC |
4 |
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund |
4 |
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
4 |
MYDA Advisors LLC |
4 |
Kohmann Bosshard Financial Services, LLC |
4 |
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
4 |
Herndon Capital Management Llc |
4 |
Delta Asset Management Llc/tn |
4 |
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I |
4 |
Crabel Capital Management, LLC |
4 |
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund |
4 |
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S |
4 |
Connectus Wealth, LLC |
4 |
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N |
4 |
Transcend Wealth Collective, Llc |
4 |
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF |
4 |
Pinkerton Retirement Specialists, LLC |
4 |
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S |
4 |
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF |
4 |
G&S Capital LLC |
4 |
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
4 |
Mascoma Wealth Management LLC |
4 |
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
4 |
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A |
4 |
Chicago Capital Management, LLC |
4 |
City Holding Co |
4 |
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
4 |
MFRFX - MFS SERIES TRUST V - MFS Research Fund A |
4 |
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A |
4 |
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund |
4 |
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I |
4 |
Dinsmore Capital Management Co/nj |
4 |
Brasada Capital Management, Lp |
4 |
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional |
4 |
North Star Asset Management Inc |
4 |
Triangle Securities Wealth Management |
4 |
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
4 |
Pillar Pacific Capital Management Llc |
4 |
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A |
4 |
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF |
4 |
Malaga Cove Capital, LLC |
4 |
Wagner Wealth Management, Llc |
4 |
James Investment Research Inc |
4 |
Certified Advisory Corp |
4 |
Curi Wealth Management, LLC |
4 |
Munder Series Trust |
4 |
Marcum Wealth, LLC |
4 |
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares |
4 |
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
4 |
Encompass Wealth Advisors, Llc |
4 |
Great Lakes Retirement, Inc. |
4 |
Hcim Trust |
4 |
Main Street Financial Solutions, LLC |
4 |
NORTHERN FUNDS - U.S. Quality ESG Fund Class I |
4 |
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF |
4 |
Highland Capital Management, Llc |
4 |
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class |
4 |
Milestone Investment Advisors LLC |
4 |
Linden Thomas Advisory Services, LLC |
4 |
Prostatis Group LLC |
4 |
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
4 |
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund |
4 |
Lion Street Advisors, LLC |
4 |
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
4 |
Global Strategic Investment Solutions, LLC |
4 |
Applied Finance Capital Management, LLC |
4 |
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional |
4 |
Sandell Asset Management Corp |
3 |
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF |
3 |
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A |
3 |
DPUAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon U.S. Equity Fund Class A |
3 |
Lord Abbett Developing Growth Fund, Inc. |
3 |
Girard Partners Ltd. |
3 |
Investment Management Of Virginia Llc |
3 |
MGIAX - MFS SERIES TRUST X - MFS International Intrinsic Value Fund A |
3 |
Virginia Retirement System |
3 |
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
3 |
Courier Capital Llc |
3 |
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional |
3 |
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
3 |
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund |
3 |
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
3 |
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
3 |
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
3 |
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
3 |
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio |
3 |
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
3 |
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
3 |
Oliver Luxxe Assets LLC |
3 |
Shellback Capital, LP |
3 |
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
3 |
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
3 |
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
3 |
Sheaff Brock Investment Advisors, LLC |
3 |
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
3 |
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A |
3 |
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
3 |
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A |
3 |
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
3 |
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
3 |
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C |
3 |
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares |
3 |
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
3 |
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional |
3 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio |
3 |
Stuart Chaussee & Associates, Inc. |
3 |
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
3 |
VLCGX - VALIC Co I - Large Capital Growth Fund |
3 |
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A |
3 |
Wedge Capital Management L L P/nc |
3 |
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
3 |
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
3 |
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
3 |
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
3 |
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged |
3 |
Overland Advisors, LLC |
3 |
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
3 |
Signature Estate & Investment Advisors Llc |
3 |
VASMX - VALIC Co II - Small Cap Growth Fund |
3 |
Cormorant Asset Management, LP |
3 |
Financial Advisory Corp /ut/ /adv |
3 |
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF |
3 |
AMCPX - AMCAP FUND - AMCAP FUND Class A |
3 |
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio |
3 |
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
3 |
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF |
3 |
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF |
3 |
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF |
3 |
Vulcan Value Partners, LLC |
3 |
Spring Creek Capital Llc |
3 |
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF |
3 |
Warberg Asset Management LLC |
3 |
Red Door Wealth Management, LLC |
3 |
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class |
3 |
Millrace Asset Group, Inc. |
3 |
Apex Capital Management |
3 |
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
3 |
Bahl & Gaynor Inc |
3 |
Briaud Financial Planning, Inc |
3 |
Cfm Wealth Partners Llc |
3 |
Lodge Hill Capital, LLC |
3 |
Ikarian Capital, LLC |
3 |
Verity Asset Management, Inc. |
3 |
Minot Wealth Management LLC |
3 |
Samalin Investment Counsel, LLC |
3 |
AlpInvest Partners B.V. |
3 |
Blue Jay Capital Management, Llc |
3 |
Carolina Wealth Advisors, LLC |
3 |
Rowland Carmichael Advisors Inc /adv |
3 |
Strategic Wealth Designers |
3 |
Islay Capital Management, Llc |
3 |
Fic Capital Inc |
3 |
Cognios Capital, LLC |
3 |
Lipe & Dalton |
3 |
PSI Advisors, LLC |
3 |
Texas Capital Bank Wealth Management Services Inc |
3 |
Menard Financial Group LLC |
3 |
ACK Asset Management LLC |
3 |
Xtx Markets Llc |
3 |
Williams Jones & Associates LLC |
3 |
Psagot Investment House Ltd. |
3 |
Optas, LLC |
3 |
Hohimer Wealth Management, Llc |
3 |
Hitchwood Capital Management LP |
3 |
Laidlaw Wealth Management LLC |
3 |
Haafor (Singapore) Pte. Ltd. |
3 |
Argent Advisors, Inc. |
3 |
Antipodean Advisors LLC |
3 |
PAX Financial Group, LLC |
3 |
Stephenson National Bank & Trust |
3 |
New Amsterdam Partners Llc/ny |
3 |
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP |
3 |
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF |
3 |
Hawk Ridge Capital Management Lp |
3 |
Oracle Investment Management Inc |
3 |
FUKOKU MUTUAL LIFE INSURANCE Co |
3 |
TFG Advisers LLC |
3 |
Scion Asset Management, LLC |
3 |
Freshford Capital Management, LLC |
3 |
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund |
3 |
Nitorum Capital, L.P. |
3 |
Clifford Swan Investment Counsel Llc |
3 |
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
3 |
State of New Jersey Common Pension Fund A |
3 |
KAMES CAPITAL management Ltd |
3 |
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
3 |
Citizens National Bank Trust Department |
3 |
Yale University |
3 |
Consolidated Planning Corp |
3 |
Glg Inc. |
3 |
Daiwa Capital Markets America Inc. |
3 |
Spouting Rock Asset Management, LLC |
3 |
VR Adviser, LLC |
3 |
PVFAX - PARADIGM FUNDS - Paradigm Value Fund |
3 |
MBEQX - M FUND INC - M International Equity Fund |
3 |
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
3 |
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
3 |
Junto Capital Management LP |
3 |
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund |
3 |
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares |
3 |
Channing Capital Management, LLC |
3 |
Scholtz & Company, Llc |
3 |
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class |
3 |
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares |
3 |
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares |
3 |
Strategic Investment Management, Llc |
3 |
Philadelphia Trust Co |
3 |
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
3 |
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
3 |
Lloyds Banking Group plc |
3 |
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class |
3 |
Montage Investments, Llc |
3 |
Claar Advisors LLC |
3 |
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
3 |
Carmignac Gestion |
3 |
STLV - iSHARES TRUST - iShares Factors US Value Style ETF |
3 |
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF |
3 |
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A |
3 |
Waterloo Capital, L.P. |
3 |
Summit Partners Public Asset Management, Llc |
3 |
PORTX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Global Equity Fund Retail Class |
3 |
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
3 |
Cedar Capital, Llc |
3 |
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund |
3 |
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund |
3 |
La Financiere De L'echiquier |
3 |
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF |
3 |
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
3 |
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
3 |
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF |
3 |
LGNHX - ADVISORS SERIES TRUST - Logan Capital Large Cap Growth Fund Investor Class |
3 |
Strategic Capital Alternatives LLC |
3 |
Crawford Fund Management, LLC |
3 |
Canandaigua National Corp |
3 |
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF |
3 |
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares |
3 |
MPGIX - Capitol Series Trust - Meritage Growth Equity Fund Institutional Shares |
3 |
Westport Asset Management Inc |
3 |
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
3 |
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
3 |
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A |
3 |
SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I |
3 |
CapWealth Advisors, LLC |
3 |
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF |
3 |
Oak Ridge Investments Llc |
3 |
RBB FUND, INC. - Aquarius International Fund |
3 |
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A |
3 |
Birch Hill Investment Advisors LLC |
3 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I |
3 |
Nuance Investments, Llc |
3 |
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
3 |
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
3 |
Traxis Partners Lp |
3 |
Trillium Asset Management, Llc |
3 |
Alta Capital Management Llc/ |
3 |
Genworth Financial Inc |
3 |
BLACKROCK FUNDS - BlackRock Global Impact Fund Institutional |
3 |
KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF |
3 |
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
3 |
Fft Wealth Management Llc |
3 |
Sentinel Trust Co Lba |
3 |
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
3 |
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
3 |
GBLO - Global Beta ETF Trust - Global Beta Low Beta ETF |
3 |
CCLA Investment Management Ltd |
3 |
CWA Asset Management Group, LLC |
3 |
Truadvice, LLC |
3 |
Axiom Investment Management LLC |
3 |
Estabrook Capital Management |
3 |
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund |
3 |
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF |
3 |
Hirtle Callaghan & Co LLC |
3 |
Bnc Wealth Management, Llc |
3 |
BlackRock Capital Allocation Trust |
3 |
VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF |
3 |
IBBJ - ETF Series Solutions - Defiance Nasdaq Junior Biotechnology ETF |
3 |
Green Arrow Capital Management Llc |
3 |
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
3 |
Investors Capital Advisory Services |
3 |
BlackRock ETF Trust - BlackRock Future Innovators ETF |
3 |
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
3 |
Premier Fund Managers Ltd |
3 |
Crescent Capital Consulting, LLC |
3 |
Guardian Investor Services Llc |
3 |
MTM Investment Management, LLC |
3 |
Murchinson Ltd. |
3 |
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF |
3 |
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF |
3 |
Peak Financial Advisors Llc |
3 |
Stableford Capital Ii Llc |
3 |
Mizuho Markets Americas Llc |
3 |
DB Wealth Management Group, LLC |
3 |
NuWave Investment Management, LLC |
3 |
Telluride Asset Management LLC |
3 |
RWM Asset Management, LLC |
3 |
Phoenix Wealth Advisors |
3 |
OneAscent Wealth Management LLC |
3 |
Harwood Advisory Group, LLC |
3 |
Sullivan, Bruyette, Speros & Blaney, LLC |
3 |
Delphi Private Advisors LLC |
3 |
Andar Capital Management HK Ltd |
3 |
Boston Family Office Llc |
3 |
Allegheny Financial Group LTD |
3 |
IAG Wealth Partners, LLC |
3 |
Harbour Capital Advisors, LLC |
3 |
Humankind Investments LLC |
3 |
Wilmington Trust, National Association |
3 |
qPULA Trading Management LP |
3 |
Legacy Capital Wealth Partners, LLC |
3 |
Rock Creek Group, LP |
3 |
Elite Wealth Management, Inc. |
3 |
2Xideas AG |
3 |
Well Done, LLC |
3 |
Tri Locum Partners LP |
3 |
HMS Capital Management, LLC |
3 |
Connecticut Wealth Management, LLC |
3 |
Freemont Management S.A. |
3 |
Freedman Financial Associates, Inc. |
3 |
StoneX Group Inc. |
3 |
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF |
3 |
ANTIPODES PARTNERS Ltd |
3 |
Orion Capital Management LLC |
3 |
VELA Funds - VELA Large Cap 130/30 Fund Class I |
3 |
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares |
3 |
Bnp Paribas |
3 |
Tru Independence Asset Management 2, Llc |
3 |
Valley Brook Capital Group, Inc. |
3 |
Legacy Wealth Asset Management, LLC |
3 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF |
3 |
Mayflower Financial Advisors, LLC |
3 |
Piscataqua Savings Bank |
3 |
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF |
3 |
WESPAC Advisors, LLC |
3 |
New Age Alpha Trust - AVDR US LargeCap Leading ETF |
3 |
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF |
3 |
Palumbo Wealth Management LLC |
3 |
Stone House Investment Management, LLC |
3 |
GGIIX - GuideStone Funds - Global Impact Fund Investor |
3 |
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 |
3 |
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 |
3 |
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I |
3 |
JT Stratford LLC |
3 |
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS |
3 |
BlackRock Private Investments Fund |
3 |
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF |
3 |
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional |
3 |
Heartland Bank & Trust Co |
3 |
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund |
3 |
McAdam, LLC |
3 |
Glenview Trust Co |
3 |
Northpond Ventures, LP |
3 |
Bank of New Hampshire |
3 |
Hedeker Wealth, LLC |
3 |
Sageworth Trust Co of South Dakota |
3 |
Counterpoint Mutual Funds LLC |
3 |
Green Alpha Advisors, LLC |
3 |
VCBDX - VALIC Co I - Core Bond Fund |
3 |
Financial Advisors Network, Inc. |
3 |
Formidable Asset Management, LLC |
3 |
Fundsmith Investment Services Ltd. |
3 |
Eisler Capital (UK) Ltd. |
3 |
Periscope Capital Inc. |
3 |
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P |
3 |
Lyell Wealth Management, Lp |
3 |
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
3 |
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
3 |
Fullerton Fund Management Co Ltd |
3 |
Reinhart Partners, Inc. |
3 |
Amplify ETF Trust - Amplify Thematic All-Stars ETF |
3 |
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF |
3 |
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF |
3 |
US Asset Management LLC |
3 |
BlackRock ESG Capital Allocation Trust |
3 |
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
3 |
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
3 |
JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares |
3 |
Level Four Advisory Services, Llc |
3 |
JB Capital LLC |
3 |
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF |
3 |
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
3 |
Sapience Investments, LLC |
3 |
Princeton Capital Management Llc |
3 |
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF |
3 |
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF |
3 |
Crawford Lake Capital Management, LLC |
3 |
Fortis Advisors, LLC |
3 |
TKG Advisors, LLC |
3 |
Kolinsky Wealth Management, LLC |
3 |
AMH Equity Ltd |
3 |
Pacific Center for Financial Services |
3 |
GSB Wealth Management, LLC |
3 |
Grandfield & Dodd, Llc |
3 |
Maxi Investments CY Ltd |
3 |
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I |
3 |
Grimes & Company, Inc. |
3 |
Absolute Capital Management, LLC |
3 |
Israel Discount Bank Of New York /gfn |
3 |
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF |
3 |
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF |
3 |
Doyle Wealth Management |
3 |
Ridgewood Investments LLC |
3 |
Scissortail Wealth Management, LLC |
3 |
Morse Asset Management, Inc |
3 |
Connective Portfolio Management, LLC |
3 |
Confluence Investment Management Llc |
3 |
Aquire Wealth Advisors, LLC |
3 |
Covea Finance |
3 |
Sterling Investment Advisors, Ltd. |
3 |
Heritage Investment Group, Inc. |
3 |
Blue Sky Asset Management, LLC |
3 |
Gilbert & Cook, Inc. |
3 |
Watermark Asset Management, Inc. |
3 |
Seldon Capital Lp |
3 |
Spot Trading L.l.c. |
3 |
MQS Management LLC |
3 |
Phoenix Holdings Ltd. |
3 |
Kenfarb & Co. |
3 |
Operose Advisors LLC |
3 |
Journey Strategic Wealth Llc |
3 |
Pluribus Labs, LLC |
3 |
Hancock Whitney Investment Services Inc. |
3 |
Legacy Advisors, LLC |
3 |
Lifeworks Advisors, LLC |
3 |
XR Securities LLC |
3 |
Spearhead Capital Advisors, Llc |
3 |
MD Financial Management Inc. |
3 |
Tyler-Stone Wealth Management |
3 |
Global Trust Asset Management, LLC |
3 |
BGHDX - BAILLIE GIFFORD FUNDS - Baillie Gifford Health Innovation Equities Fund Class K |
3 |
Mystic Asset Management, Inc. |
3 |
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares |
3 |
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund |
3 |
Impact Shares Trust I - Impact Shares MSCI Global Climate Select ETF |
3 |
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF |
3 |
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF |
3 |
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K |
3 |
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
3 |
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio |
3 |
Vienna Asset Management LLC |
3 |
Values First Advisors, Inc. |
3 |
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
3 |
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
3 |
CALAMOS INVESTMENT TRUST/IL - Calamos Global Sustainable Equities Fund Class R6 |
3 |
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF |
3 |
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund |
3 |
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares |
3 |
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares |
3 |
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
3 |
Patten Group, Inc. |
3 |
XDNA - Kelly Strategic ETF Trust - Kelly CRISPR & Gene Editing Technology ETF |
3 |
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
3 |
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF |
3 |
Quadrant Private Wealth Management, LLC |
3 |
LGT Fund Management Co Ltd. |
3 |
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
3 |
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
3 |
Resurgent Financial Advisors LLC |
3 |
Spartan Planning & Wealth Management |
3 |
Angeles Wealth Management, Llc |
3 |
Security National Trust Co |
3 |
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
3 |
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class |
3 |
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
3 |
Vise Technologies, Inc. |
3 |
Continental Investors Services, Inc. |
3 |
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
3 |
MRND - IndexIQ ETF Trust - IQ U.S. Mid Cap R&D Leaders ETF |
3 |
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF |
3 |
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF |
3 |
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
3 |
Global Assets Advisory, LLC |
3 |
Allianzgi Convertible & Income 2024 Target Term Fund |
3 |
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2 |
3 |
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
3 |
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
3 |
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
3 |
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
3 |
Beacon Capital Management, Inc. |
3 |
Brewin Dolphin Wealth Management Ltd |
3 |
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A |
3 |
VBPIX - VANGUARD VALLEY FORGE FUNDS - Vanguard Baillie Gifford Global Positive Impact Stock Fund Investor Shares |
3 |
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
3 |
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
3 |
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF |
3 |
Balboa Wealth Partners |
3 |
JDM Financial Group LLC |
3 |
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A |
3 |
Armstrong Advisory Group, Inc |
3 |
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF |
3 |
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 |
3 |
FAINX - MSS Series Trust - Fallen Angels Income Fund |
3 |
Nordwand Advisors, LLC |
3 |
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class |
3 |
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
3 |
Trium Capital LLP |
3 |
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
3 |
FourThought Financial Partners, LLC |
3 |
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
3 |
Team Hewins, LLC |
3 |
Alliance Wealth Advisors, LLC /UT |
3 |
Td Asset Management Usa Funds Inc. |
3 |
Source Capital Inc /de/ |
3 |
Moran Wealth Management, LLC |
3 |
Thematics Asset Management |
3 |
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I |
3 |
Garda Capital Partners Lp |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
3 |
Innovis Asset Management Llc |
3 |
Braidwell Lp |
3 |
Boone Capital Management Llc |
3 |
Register Financial Advisors LLC |
3 |
Ruedi Wealth Management, Inc. |
3 |
Baker Bros. Advisors Lp |
3 |
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio |
3 |
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
3 |
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. |
3 |
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF |
3 |
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
3 |
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
3 |
MEDI - Harbor ETF Trust - Harbor Health Care ETF |
3 |
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
3 |
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF |
3 |
Zevenbergen Capital Investments Llc |
3 |
Blackstone / Gso Strategic Credit Fund |
3 |
Grey Street Capital, LLC |
3 |
Quintet Private Bank (Europe) S.A. |
3 |
Brown Shipley& Co Ltd |
3 |
Ofi Invest Asset Management |
3 |
Advanced Portfolio Management, LLC |
3 |
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF |
3 |
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
3 |
Gerstein Fisher |
3 |
Eaton Vance Tax-managed Global Buy-write Opportunities Fund |
3 |
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares |
3 |
Eaton Vance Enhanced Equity Income Fund Ii |
3 |
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund |
3 |
Nuveen S&p 500 Buywrite Income Fund |
3 |
BKIV - BNY Mellon ETF Trust - BNY Mellon Innovators ETF |
3 |
Clough Capital Partners L P |
3 |
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I |
3 |
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
3 |
Eaton Vance Senior Income Trust |
3 |
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF |
3 |
Strategic Financial Concepts, LLC |
3 |
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class |
3 |
Axiom International Investors Llc /de |
3 |
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
3 |
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF |
3 |
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest |
3 |
Tiaa Trust, National Association |
3 |
Knollwood Investment Advisory, LLC |
3 |
KPP Advisory Services LLC |
3 |
Ramirez Asset Management, Inc. |
3 |
Waters Parkerson & Co., Llc |
3 |
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund |
3 |
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
3 |
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
3 |
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I |
3 |
Kopp Investment Advisors Llc |
3 |
Jamison Private Wealth Management, Inc. |
3 |
Financial Perspectives, Inc |
3 |
BKM Wealth Management, LLC |
3 |
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
3 |
Flynn James E |
3 |
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
3 |
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund |
3 |
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
3 |
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. |
3 |
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
3 |
OMNI 360 Wealth, Inc. |
3 |
Aristides Capital LLC |
3 |
Atlantic Edge Private Wealth Management, LLC |
3 |
Decheng Capital LLC |
3 |
Azimuth Capital Management LLC |
3 |
Whalen Wealth Management Inc. |
3 |
Dorsey & Whitney Trust CO LLC |
3 |
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
3 |
Vestal Point Capital, LP |
3 |
Vertex One Asset Management Inc. |
3 |
Modern Wealth Management, LLC |
3 |
Delta Global Management LP |
3 |
Choate Investment Advisors |
3 |
United Advisor Group, LLC |
3 |
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A |
3 |
Hobbs Group Advisors, LLC |
3 |
HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
3 |
Trust For Advisor Solutions |
3 |
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF |
3 |
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares |
3 |
Creekmur Asset Management LLC |
3 |
Income Research & Management |
3 |
MERVX - MERGER FUND VL - The Merger Fund VL |
3 |
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF |
3 |
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class |
3 |
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
3 |
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class |
3 |
Concurrent Investment Advisors, LLC |
3 |
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund |
3 |
Triad Wealth Partners, LLC |
3 |
CCMG - EA Series Trust - CCM Global Equity ETF |
3 |
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
3 |
Diversify Advisory Services, LLC |
3 |
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
3 |
Central Pacific Bank - Trust Division |
3 |
M&G Plc |
3 |
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
3 |
Transamerica Partners Portfolios |
3 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
3 |
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A |
3 |
MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF |
3 |
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF |
3 |
Passport Capital, LLC |
3 |
STXM - EA Series Trust - Strive Mid-Cap ETF |
3 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
3 |
MONTX - MONETTA TRUST - Monetta Fund |
3 |
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class |
3 |
Fairfield Financial Advisors, LTD |
3 |
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF |
3 |
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund |
3 |
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) |
3 |
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
3 |
KNO - Investment Managers Series Trust II - AXS Knowledge Leaders ETF |
3 |
OCFS - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Focus Strategy ETF |
3 |
Net Worth Advisory Group |
3 |
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
3 |
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
3 |
Alpine Bank Wealth Management |
3 |
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
3 |
NIXT - EA Series Trust - Research Affiliates Deletions ETF |
3 |
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
3 |
Geduld E E |
3 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
3 |
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund |
3 |
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF |
3 |
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc |
3 |
Kaufman Rossin Wealth, LLC |
3 |
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio |
3 |
Heck Capital Advisors, LLC |
3 |
MYCK - SSGA Active Trust - SPDR SSGA My2031 Corporate Bond ETF |
3 |
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. |
3 |
Oppenheimer Global Multi Strategies Fund |
3 |
Silphium Asset Management Ltd |
3 |
Vanguard Convertible Securities Fund |
3 |
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A |
3 |
Eaton Vance Floating-rate Income Trust |
3 |
Synergy Investment Management, LLC |
3 |
Kingdon Capital Management, L.l.c. |
3 |
Pnc Funds |
3 |
Atala Financial Inc |
3 |
one8zero8, LLC |
3 |
IMG Wealth Management, Inc. |
3 |
Crowley Wealth Management, Inc. |
3 |
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A |
3 |
Polymer Capital Management (US) LLC |
3 |
GKV Capital Management Co., Inc. |
3 |
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
3 |
Massar Capital Management, LP |
3 |
Triglav Skladi, D.o.o. |
3 |
BLI - Banque de Luxembourg Investments |
3 |
Reyes Financial Architecture, Inc. |
3 |
Three Seasons Wealth, LLC |
3 |
Sig Brokerage, Lp |
3 |
Edmond De Rothschild (suisse) S.a. |
3 |
Cypress Advisory Group LLC |
3 |
Capital A Wealth Management, LLC |
3 |
REAP Financial Group, LLC |
3 |
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund |
3 |
Wood Tarver Financial Group, LLC |
3 |
111 Capital |
3 |
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 |
3 |
Curat Global, LLC |
3 |
First Trust High Income Long/short Fund |
3 |
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF |
3 |
Private Capital Advisors, Inc. |
3 |
Eaton Vance Senior Floating Rate Trust |
3 |
Brookwood Investment Group LLC |
3 |
Oppenheimer Discovery Mid Cap Growth Fund |
3 |
Nova Wealth Management, Inc. |
3 |
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO |
3 |
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A |
3 |
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF |
3 |
Truepoint, Inc. |
3 |
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF |
3 |
Ag2r La Mondiale Gestion D'actifs |
3 |
Jpmorgan Trust Iii |
3 |
FLP Wealth Management, LLC |
3 |
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF |
3 |
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
3 |
New Jersey Better Educational Savings Trust |
3 |
ENDW - EA Series Trust - Cambria Endowment Style ETF |
3 |
Evelyn Partners Investment Management LLP |
3 |
Evelyn Partners Investment Management Services Ltd |
3 |
HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I |
3 |
Veritas Asset Management LLP |
3 |
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
3 |
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
3 |
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
3 |
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class |
3 |
Horizons Etf Trust I |
3 |
Hikari Power Ltd |
3 |
Oasis Management Co Ltd. |
3 |
IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
3 |
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund |
3 |
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
3 |
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A |
3 |
Calamos Convertible Opportunities & Income Fund |
3 |
Calamos Convertible & High Income Fund |
3 |
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
3 |
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
3 |
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
3 |
Temasek Holdings (Private) Ltd |
3 |
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A |
3 |
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
3 |
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
3 |
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
3 |
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
3 |
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
3 |
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF |
3 |
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund |
3 |
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
3 |
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O |
3 |
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
3 |
Lsv Asset Management |
3 |
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I |
3 |
Investment Counselors Of Maryland Llc |
3 |
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
3 |
Monetta Financial Services Inc |
3 |
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
3 |
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional |
3 |
Connable Office Inc |
3 |
Underlying Funds Trust |
3 |
Copperwynd Financial, LLC |
3 |
Senvest Management, LLC |
3 |
PrairieView Partners, LLC |
3 |
Northwest Capital Management Inc |
3 |
Freedom Day Solutions, LLC |
3 |
Global Thematic Partners, LLC |
3 |
AWM Investment Company, Inc. |
3 |
BTC Capital Management, Inc. |
3 |
Garde Capital, Inc. |
3 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund |
3 |
Wealthquest Corp |
3 |
Aevitas Wealth Management, Inc. |
3 |
Guyasuta Investment Advisors Inc |
3 |
Blackhawk Capital Partners LLC. |
3 |
6 Meridian |
3 |
MANA Advisors LLC |
3 |
Thames Capital Management Llc |
3 |
Bell Asset Management Ltd |
3 |
Third Point LLC |
3 |
MainStreet Investment Advisors LLC |
3 |
Beck Mack & Oliver Llc |
3 |
Ironwood Investment Management Llc |
3 |
Titus Wealth Management |
3 |
Cqs (us), Llc |
3 |
Abacus Planning Group, Inc. |
3 |
Beaumont Financial Partners, LLC |
3 |
Nelson Capital Management, LLC |
3 |
Lourd Capital, LLC |
3 |
F3Logic, LLC |
3 |
West Branch Capital LLC |
3 |
Pathway Financial Advisors LLC |
3 |
Claybrook Capital, LLC |
3 |
Ceredex Value Advisors LLC |
3 |
Chicago Capital, LLC |
3 |
Arnhold LLC |
3 |
Sofinnova Investments, Inc. |
3 |
Howard Capital Management Inc. |
3 |
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
3 |
Chesapeake Wealth Management |
3 |
Haverford Trust Co |
3 |
Hershey Trust Co |
3 |
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
3 |
AMF Pensionsforsakring AB |
3 |
Hermes Investment Management Ltd |
3 |
Selective Wealth Management, Inc. |
3 |
Kavar Capital Partners, LLC |
3 |
Fortaleza Asset Management Inc/ |
3 |
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF |
3 |
Eukles Asset Management |
3 |
Dfpg Investments, Llc |
3 |
Graves-Light Private Wealth Management, Inc. |
3 |
Ellis Investment Partners, LLC |
3 |
Syquant Capital Sas |
3 |
Angeles Investment Advisors, LLC |
3 |
Hl Financial Services Llc |
3 |
Paradigm Capital Management Inc/ny |
3 |
Insight Wealth Strategies, LLC |
3 |
Sargent Investment Group, LLC |
3 |
Apexium Financial, Lp |
3 |
Stratos Wealth Advisors, LLC |
3 |
Osborn Rohs Williams & Donohoe Ltd |
3 |
Palmer Knight Co |
3 |
Tower House Partners LLP |
3 |
Magnus Financial Group LLC |
3 |
CVI Investments, Inc. |
3 |
O'Shares Investment Advisers, LLC |
3 |
Americafirst Capital Management, Llc |
3 |
Outlook Wealth Advisors, LLC |
3 |
Nalls Sherbakoff Group, Llc |
3 |
Cynosure Management, Llc |
3 |
Wealthbridge Capital Management, Llc |
3 |
H2o Am Llp |
3 |
Mid Atlantic Financial Management Inc/adv |
3 |
Manchester Financial Inc |
3 |
D1 Capital Partners L.P. |
3 |
Lake Point Wealth Management |
3 |
Fulcrum Equity Management |
3 |
BCJ Capital Management, LLC |
3 |
Occidental Asset Management, LLC |
3 |
Fs Multi-alternative Income Fund |
3 |
Smith, Graham & Co., Investment Advisors, LP |
3 |
Sage Rhino Capital Llc |
3 |
C-J Advisory, Inc. |
3 |
Nicolet Advisory Services, Llc |
3 |
Wesleyan Assurance Society |
3 |
Murphy Capital Management Inc |
3 |
Inscription Capital, LLC |
3 |
III Capital Management |
3 |
Van Den Berg Management I, Inc |
3 |
Enterprise Trust & Investment Co |
3 |
Clear Creek Financial Management, LLC |
3 |
Keudell/Morrison Wealth Management |
3 |
Bleichroeder LP |
3 |
Orser Capital Management, Llc |
3 |
Peddock Capital Advisors, Llc |
3 |
Arden Investment Series Trust |
3 |
Elk Creek Partners, LLC |
3 |
Norris Perne & French Llp/mi |
3 |
TCF National Bank |
3 |
Pacitti Group Inc. |
3 |
Ilmarinen Mutual Pension Insurance Co |
3 |
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
3 |
Westchester Capital Management, LLC |
3 |
Boxer Capital, LLC |
3 |
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio |
3 |
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio |
3 |
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N |
3 |
Ohio National Investments, Inc. |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II |
3 |
Financial Consulate, Inc |
3 |
Capital Planning Advisors, LLC |
3 |
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A |
3 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C |
3 |
Capital Management Associates /ny/ |
3 |
Rockland Trust Co |
3 |
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
3 |
Osborne Partners Capital Management, Llc |
3 |
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) |
3 |
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
3 |
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A) |
3 |
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) |
3 |
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
3 |
W.G. Shaheen & Associates DBA Whitney & Co |
3 |
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund |
3 |
NOLVX - Northern Funds - Northern Large Cap Value Fund |
3 |
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H |
3 |
RYOIX - RYDEX SERIES FUNDS - Biotechnology Fund Investor Class |
3 |
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A |
3 |
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class |
3 |
Samjo Capital LLC |
3 |
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y |
3 |
Hirschman Orin |
3 |
TD Capital Management LLC |
3 |
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio |
3 |
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
3 |
Breton Hill Capital Ltd. |
3 |
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
3 |
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares |
3 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A |
3 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A |
3 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A |
3 |
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
3 |
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio |
3 |
RBF Capital, LLC |
3 |
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
3 |
Radcliffe Capital Management, L.P. |
3 |
Avalon Advisors, Llc |
3 |
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class |
3 |
ADNIX - AMERICAN BEACON FUNDS - American Beacon ARK Transformational Innovation Fund Institutional Class |
3 |
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F |
3 |
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A |
3 |
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
3 |
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV |
3 |
Redwood Investments, LLC |
3 |
TradeLink Global Equity LLC |
3 |
BancorpSouth Inc |
3 |
Nicholas Company, Inc. |
3 |
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares |
3 |
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 |
3 |
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 |
3 |
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I |
3 |
Legg Mason Asset Management (Japan) Co., Ltd. |
3 |
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I |
3 |
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
3 |
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
3 |
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A |
3 |
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares |
3 |
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A |
3 |
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A |
3 |
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L |
3 |
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A |
3 |
Jetstream Capital LLC |
3 |
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
3 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
3 |
BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares |
3 |
Clark Capital Management Group, Inc. |
3 |
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares |
3 |
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
3 |
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
3 |
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A |
3 |
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A |
3 |
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares |
3 |
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A |
3 |
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional |
3 |
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
3 |
CI Global Investments Inc. |
3 |
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A |
3 |
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional |
3 |
GGBFX - GuideStone Funds - Global Bond Fund Investor |
3 |
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional |
3 |
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio |
3 |
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A |
3 |
Bienville Capital Management, LLC |
3 |
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
3 |
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF |
3 |
Johanson Financial Advisors, Inc. |
3 |
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity |
3 |
EQ ADVISORS TRUST - EQ/Oppenheimer Global Portfolio Class IA |
3 |
EQ ADVISORS TRUST - EQ/MFS International Value Portfolio Class IB |
3 |
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA |
3 |
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB |
3 |
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
3 |
Amica Mutual Insurance Co |
3 |
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB |
3 |
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB |
3 |
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund |
3 |
Cutter & CO Brokerage, Inc. |
3 |
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A |
3 |
ARTJX - ARTISAN PARTNERS FUNDS INC - Artisan International Small-Mid Fund Investor Shares |
3 |
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A |
3 |
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
3 |
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class |
3 |
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I |
3 |
Ownership Capital B.V. |
3 |
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares |
3 |
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
3 |
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
3 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
3 |
Camarda Financial Advisors, LLC |
3 |
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND |
3 |
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
3 |
Penbrook Management LLC |
3 |
PGRNX - PAX WORLD FUNDS SERIES TRUST I - Pax Global Environmental Markets Fund Investor Class |
3 |
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
3 |
Isthmus Partners, Llc |
3 |
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
3 |
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
3 |
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T |
3 |
Highstreet Asset Management Inc. |
3 |
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
3 |
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
3 |
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
3 |
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
3 |
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
3 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 |
3 |
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 |
3 |
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF |
3 |
MML Series Investment Fund II - MML Equity Fund Initial Class |
3 |
MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
3 |
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund |
3 |
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares |
3 |
Sabal Trust CO |
3 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class |
3 |
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
3 |
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
3 |
Appleton Partners Inc/ma |
3 |
Ada Investment Management, LP |
3 |
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV |
3 |
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
3 |
1st Global Advisors, Inc. |
3 |
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y |
3 |
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
3 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial |
3 |
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
3 |
Securian Funds Trust - SFT Ivy Small Cap Growth Fund |
3 |
Blue Bell Private Wealth Management, Llc |
3 |
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class |
3 |
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class |
3 |
PENN SERIES FUNDS INC - Large Cap Value Fund |
3 |
PENN SERIES FUNDS INC - Large Cap Growth Fund |
3 |
PENN SERIES FUNDS INC - Developed International Index Fund |
3 |
PENN SERIES FUNDS INC - Small Cap Growth Fund |
3 |
PENN SERIES FUNDS INC - Mid Cap Value Fund |
3 |
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 |
3 |
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund |
3 |
BLB&B Advisors, LLC |
3 |
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I |
3 |
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A |
3 |
First American Bank |
3 |
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A |
3 |
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I |
3 |
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class |
3 |
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B |
3 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
3 |
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A |
3 |
IHI - iSHARES TRUST - iShares U.S. Medical Devices ETF |
3 |
Ativo Capital Management LLC |
3 |
Webster Bank, N. A. |
3 |
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV |
3 |
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
3 |
FEDERATED CORE TRUST - Federated Bank Loan Core Fund |
3 |
Thb Asset Management |
3 |
Wade G W & Inc |
3 |
Exchange Capital Management, Inc. |
3 |
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Capital Growth Fund Standard Class |
3 |
Gierl Augustine Investment Management Inc |
3 |
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
3 |
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
3 |
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class |
3 |
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class |
3 |
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
3 |
AWRIX - American Century Variable Portfolios Inc - Vp Growth Fund Class I |
3 |
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
3 |
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
3 |
Vontobel Asset Management Inc |
3 |
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A |
3 |
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
3 |
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
3 |
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A |
3 |
Indiana Trust & Investment Management CO |
3 |
MFS VARIABLE INSURANCE TRUST II - MFS International Intrinsic Value Portfolio Initial Class |
3 |
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class |
3 |
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class |
3 |
Trust Department Mb Financial Bank N A |
3 |
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class |
3 |
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
3 |
Texas Capital Bancshares Inc/tx |
3 |
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF |
3 |
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF |
3 |
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF |
3 |
Pensionfund Sabic |
3 |
CT Financial Advisors LLC |
3 |
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
3 |
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
3 |
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
3 |
Fidelity Central Investment Portfolios LLC - Fidelity Health Care Central Fund |
3 |
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R |
3 |
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A |
3 |
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund |
3 |
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund |
3 |
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund |
3 |
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund |
3 |
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund |
3 |
Kassirer Asset Management Corp |
3 |
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II |
3 |
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A |
3 |
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A |
3 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1 |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
3 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
3 |
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
3 |
WCGNX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Growth Fund Class N |
3 |
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N |
3 |
Quest Investment Management Llc |
3 |
Nwam Llc |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio |
3 |
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio |
3 |
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF |
3 |
BGICF2 - BAILLIE GIFFORD FUNDS - Baillie Gifford International All Cap Fund Class 2 |
3 |
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares |
3 |
Hikari Tsushin, Inc. |
3 |
RobecoSam USA, Inc. |
3 |
PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A |
3 |
Gallagher Fiduciary Advisors, LLC |
3 |
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class |
3 |
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class |
3 |
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF |
3 |
BGCWX - BAILLIE GIFFORD FUNDS - Baillie Gifford EAFE Choice Fund Class 2 |
3 |
Polaris Wealth Advisory Group, LLC |
3 |
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I |
3 |
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I |
3 |
Samlyn Capital, Llc |
3 |
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class |
3 |
Capital International Sarl |
3 |
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A |
3 |
ASUAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Sustainability Fund Class A |
3 |
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
3 |
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
3 |
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I |
3 |
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
3 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
3 |
Bainco International Investors |
3 |
Alpha Cubed Investments, LLC |
3 |
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I |
3 |
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I |
3 |
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
3 |
Corvex Management LP |
3 |
Hartline Investment Corp/ |
3 |
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
3 |
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A |
3 |
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A |
3 |
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
3 |
Compton Capital Management Inc /ri |
3 |
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
3 |
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
3 |
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES |
3 |
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
3 |
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A |
3 |
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
3 |
CAMMX - Advisors' Inner Circle Fund - Cambiar Smid Fund Investor Class Shares |
3 |
Comerica Securities Inc |
3 |
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
3 |
Covington Investment Advisors Inc. |
3 |
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I |
3 |
Horan Capital Advisors, LLC. |
3 |
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
3 |
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R |
3 |
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 |
3 |
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
3 |
Ferguson Wellman Capital Management, Inc |
3 |
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor |
3 |
Topline Capital Management, LLC |
3 |
Ninety One UK Ltd |
3 |
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
3 |
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
3 |
PMSBX - PRINCIPAL FUNDS INC - MidCap Fund (f/k/a MidCap Blend Fund) R-1 |
3 |
PGPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-2 |
3 |
Farr Miller & Washington Llc/dc |
3 |
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
3 |
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
3 |
Ckw Financial Group |
3 |
CSIGX - CARILLON SERIES TRUST - Carillon Scout International Fund Class A |
3 |
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A |
3 |
Guinness Asset Management LTD |
3 |
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class |
3 |
Efficient Market Advisors, LLC |
3 |
Amica Retiree Medical Trust |
3 |
Mid Continent Capital Llc/il |
3 |
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund |
3 |
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
3 |
Morgan Dempsey Capital Management Llc |
3 |
Mazama Capital Management Inc |
3 |
Pennsylvania Trust Co |
3 |
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares |
3 |
Boyd Watterson Asset Management Llc/oh |
3 |
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class |
3 |
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
3 |
TNFIX - 1290 Funds - 1290 Convertible Securities Fund Class I |
3 |
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T |
3 |
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES |
3 |
Cornerstone Investment Partners, LLC |
3 |
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A |
3 |
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund |
3 |
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
3 |
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
3 |
Searle & Co. |
3 |
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class |
3 |
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) |
3 |
Capital Counsel Llc/ny |
3 |
Argent Capital Management Llc |
3 |
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund |
3 |
Middleton & Co Inc/ma |
3 |
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
3 |
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
3 |
Premier Asset Management Llc |
3 |
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class |
3 |
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class |
3 |
ACLTX - American Century Mutual Funds, Inc. - Nt Growth Fund G Class |
3 |
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF |
3 |
Genesee Valley Trust Co |
3 |
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF |
3 |
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
3 |
Carderock Capital Management Inc |
3 |
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
3 |
TGUSX - TCW FUNDS INC - TCW New America Premier Equities Fund Class I |
3 |
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF |
3 |
South Texas Money Management Ltd |
3 |
Family Management Corp |
3 |
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
3 |
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF |
3 |
Miles Capital, Inc. |
3 |
Sentinel Asset Management, Inc. |
3 |
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund |
3 |
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund |
3 |
S. Muoio & Co. Llc |
3 |
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF |
3 |
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
3 |
Ferox Capital Management LP |
3 |
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I |
3 |
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund |
3 |
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
3 |
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A |
3 |
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
3 |
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
3 |
Counsel Portfolio Services Inc. |
3 |
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 |
3 |
Pergamon Offshore Advisors, L.P. |
3 |
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
3 |
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
3 |
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
3 |
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
3 |
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional |
3 |
AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A |
3 |
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A |
3 |
LVW Advisors, LLC |
3 |
East Coast Asset Management, LLC. |
3 |
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
3 |
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A |
3 |
Forward Management, LLC |
3 |
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF |
3 |
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
3 |
NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF |
3 |
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A |
3 |
Sfmg, Llc |
3 |
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A |
3 |
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
3 |
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A |
3 |
Columbia Asset Management |
3 |
FCEQX - FRANKLIN STRATEGIC SERIES - Franklin Select U.S. Equity Fund CLASS A |
3 |
Dean Investment Associates, Llc |
3 |
BBHLX - BBH Trust - BBH Partner Fund - International Equity Class I Shares |
3 |
Chemical Bank |
3 |
SUNAMERICA SERIES TRUST - SA WellsCap Aggressive Growth Portfolio Class 1 |
3 |
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1 |
3 |
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
3 |
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A |
3 |
Affinity Investment Advisors, Llc |
3 |
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A |
3 |
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
3 |
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P |
3 |
Fernwood Investment Management, LLC |
3 |
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF |
3 |
Impax Asset Management LTD |
3 |
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class |
3 |
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF |
3 |
Tirschwell & Loewy Inc |
3 |
Bedrijfstakpensioenfonds Voor De Media Pno |
3 |
Stonepine Capital Management, LLC |
3 |
Hoxton Financial, Inc. |
3 |
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares |
3 |
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares |
3 |
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares |
3 |
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A |
3 |
Grace Capital |
3 |
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A |
3 |
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
3 |
Affinity Wealth Management Llc |
3 |
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF |
3 |
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
3 |
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R |
3 |
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R |
3 |
55i, Llc |
3 |
Hoey Investments, Inc |
3 |
Belmont Capital, LLC |
3 |
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund |
3 |
Gabelli Equity Series Funds Inc |
3 |
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
3 |
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
3 |
Sanders Morris Harris Llc |
3 |
Budros, Ruhlin & Roe, Inc. |
3 |
NEXTX - SHELTON FUNDS - Shelton Green Alpha Fund |
3 |
Kleinwort Benson Investors Dublin Ltd |
3 |
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
3 |